CFO 4.0

Send us your thoughtsIn this special Financial Transformation Live episode, Hannah Munro sets out a clear, practical agenda for finance leaders who want 2026 to be the year transformation actually happens.This session deliberately moves away from technology hype and focuses on the fundamentals that enable progress. Hannah makes the case that 2026 must be a people and process year, not a rushed race to automate. As the pace of change accelerates and AI becomes part of everyday working life, finance teams need the capacity, skills and foundations to respond, rather than react.In this episode, Hannah coversWhy 2026 must be a people and process year, not a rushed race to automateHow to create real capacity in finance teams to drive change, not just survive month endThe risk of automating broken processes and why simplicity is the foundation of speedMoving finance from hindsight to foresight through faster closes and in-month reportingUsing the right technology for the problem, and why AI is not always the answerBuilding resilient, well-rounded finance teams that can adapt as the pace of change accelerates Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this third episode of the CFO 4.0 Revisited series, Hannah Munro is joined by Howard Tunnicliffe, now FP&A Director at Busuu, to revisit a conversation that remains highly relevant for modern finance leaders.Originally recorded when Howard was Head of Finance Subscriptions at The Economist, this episode tackles a topic that still separates good finance teams from great ones: soft skills. As finance continues to move beyond pure technical delivery, Howard shares practical insight into why behaviours, communication and judgement matter just as much as numbers.In this episode, you'll hear:Howard's career journey and lessons learned across global, matrixed organisationsWhy soft skills are critical for finance professionals looking to progress into leadershipHow to assess the strengths and gaps within your finance teamThe risks of ignoring soft skills in high-performing finance functionsWhich soft skills matter most in FP&A and senior finance rolesPractical ways to develop these skills across your finance team Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughts In this episode of CFO 4.0, Hannah Munro is joined by Etinosa Agbonlahor, CEO of Decision Alpha, to break down why pricing causes so much anxiety and how finance leaders can take control of it in a structured, evidence-based way.Together, they explore how behavioural economics, customer insight, and disciplined iteration can turn pricing from a reactive afterthought into a strategic advantage.In this episode, they coverWhy pricing is the keystone of the business and what goes wrong when it is ignoredThe warning signs that your pricing strategy is misaligned with valueCommon pricing mistakes, including over-reliance on competitorsHow to research willingness to pay using both qualitative and quantitative methodsApplying behavioural economics to frame prices, guide choices, and improve conversionWhy pricing should be reviewed and refined regularly, not set and forgottenLinks mentioned:Etinosa's Linkedin Learn more about Decision Alpha  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsAs a follow-up to their Financial Transformation Live discussions, Hannah Munro is joined by Neil Lynchehaun, Transformation and Delivery Manager at itas, to launch The Readiness Challenge series.In part one, they take an honest look at what project readiness really means and why so many finance transformations struggle before they even begin. Drawing on real delivery experience, this episode focuses on the most common and underestimated blocker to success team capacity and capability. This episode covers: What project readiness really means before starting a finance transformationWhy team capacity is the number one cause of delays and failed projectsHow to assess whether your finance team genuinely has the availability to deliver changePractical ways to create capacity without defaulting to hiring more peopleThe importance of having the right mix of skills influence and experience in project teamsHow to reduce delivery risk through backfilling strategy retention planning and phased deliveryLinks mentioned:Connect with Hannah MunroConnect with Neil LynchehaunExplore more Finance Transformation Live sessionsCustomer Success StoriesBook a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this special highlights episode of CFO 4.0, host Hannah Munro reflects on the most impactful conversations of 2025, bringing together lessons from CFOs, transformation leaders, and futurists. Drawing on insights from across the year, this episode explores what finance leaders have really learned as the role continues to evolve under pressure from growth, technology, and rising expectations.In this episode, we reflect onWhy finance transformation fails when it is treated as a separate role rather than a day-to-day mindsetHow CFOs are learning to make faster, better decisions without waiting for perfect dataWhat the explosive adoption of AI, including ChatGPT, signals for finance teams and leadership expectationsThe practical warning signs that data integrity and control environments are no longer fit for growthHow CFOs can professionalise fast-growing businesses without killing the agility that made them successfulThe realities of growth versus profit in private equity-backed organisations and what investors actually expectThis episode features highlights and perspectives from 240. AI in Finance: Complex Workflows to Scalable AI Solutions with Tariq Munir218. AI in Finance | From Generative AI to Reinforcement Learning with Peter Morgan234. The CFO as a Storyteller: Making KPIs Count with Matt Topham227. AI in Finance: Preparing for the AI Revolution: Abundance or Catastrophe? with David Wood235. First 100 Days as a CFO: Mastering the 60–90 Day Window as a CFO with Jeremy Earnshaw244. CFO Stories: Acquisitions, Due Diligence & Building Trust with Charlotte Crowley243. The 90-Day Finance Transformation Playbook with Hannah Munro232. The Private Equity CFO: Myths, Mistakes & Misconceptions with Richard Sandersand offers a clear-eyed view of where finance leadership is heading next. Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode, Hannah Munro sits down with Omar Choucair, CFO at Trintech, for a forthright look at life inside private equity. Omar offers a clear view of what the role truly demands and why it isn't for the faint hearted. He discusses the expanded remit of today's CFO, the operational intensity of PE-backed firms and the importance of pace, people and process when value creation is the end goal.The conversation covers The sharp contrasts between public company and private equity expectationsWhat a PE-ready finance team looks like and why curiosity, stamina and tight-knit business partnerships matter more than ever  How to build trust across the business and move finance from scorekeeper to genuine strategic partner The realities of scaling fast the role of technology, automation and a modern ERP in enabling profitable growth  What new and aspiring PE CFOs need to know from managing the CEO relationship to anticipating board demandsLinks mentionedOmar's LinkedinLearn more about Trintech Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, recorded in partnership with ACCA, Hannah Munro is joined by Nicolas Raynaud FCCA, CFO at the Science Museum Group. Nicolas shares a frank and practical view of what it really takes to settle into a new CFO role and why those early months demand clarity, curiosity and steady judgement.In this episode, Nicolas covers Why the first 100 days start with understanding the organisation you're joining, not diving into delivery How to diagnose whether you're entering a growth phase, a turnaround or a realignment The importance of preparing before day one and validating the brief you were given How to balance early stakeholder engagement with the pressure to act What to do when your findings don't match expectations, and how to handle difficult course correction Why staying open minded, curious and willing to learn will set the tone for long term successLinks mentionedNicolas' Linkedin Learn more about the Science Museum Group Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this in-person conversation, Hannah Munro sits down with Matthew Robinson, Financial Controller at Zebra Pens, to explore the realities of running and transforming finance inside a small but ambitious business. This episode coversWhy small-business finance needs pragmatism, balance and the courage to let go of total control How Matt rebuilt finance around risk-based thinking, strong foundations and the ability to switch off at the end of the day The hard lessons of a difficult first implementation How Zebra Pens is moving towards 21st-century operations with integrated systemsLinks mentionedMatthew's LinkedinLearn more about Zebra PensZebra Pens Customer Story Coming Soon! Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this Transformation Troubleshooter episode, Hannah Munro and Neil Lynchehaun tackle two real scenarios sent in by finance and operational leaders wrestling with change. They cut through the noise and give practical, experience-led guidance on managing competing priorities, handling resistance and keeping transformation efforts on track.What the episode covers Why misaligned leadership priorities derail projects How to define ROI early so cost concerns don't dominate later Ways to balance the natural tension between speed, control and risk How to use stakeholder management, individual conversations and senior sponsorship to regain direction What to do when a team member becomes disruptive during implementation and how to reset the room Practical facilitation toolsLinks MentionedPrevious session: Stop Shopping, Start Transforming Connect with Hannah MunroConnect with Neil LynchehaunExplore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!Learn more about Sage Intacct Customer Success StoriesBook a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn the second instalment of our CFO 4.0 Revisited series, we return to a conversation that first aired as the twentieth episode of the podcast. Hannah Munro sits down with Patrick Dunne, now an experienced chair and influential voice across business and social enterprise, to explore what boards truly expect from a modern CFO.This episode offers a clear, direct view of boardroom dynamics and the realities of senior leadership. Patrick sets out what a strong board and CFO relationship looks like, the qualities that boards value most, and where new finance leaders often fall short. He also tackles the balance of the CEO and CFO partnership, how trust is built or lost, and whether a strained relationship can ever be repaired.Key themes include• The hallmarks of an effective board and CFO relationship • What boards genuinely want from their CFO • How to make a strong start with your board • The role and boundaries of the CEO and CFO partnership • Whether damaged senior relationships can be rebuilt • Practical guidance for new CFOs looking to set the right toneLinks mentionedContact Patrick on LinkedIn  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this special live episode, recorded at the ACCA Finance Futures Conference, Hannah Munro joins Alex Falcon Huerta (ACCA) to cut through the hype and explore what it really takes to choose and implement the right finance technology.From agility in software selection to preparing for the rise of AI, they share stories, frameworks, and practical advice to help finance leaders stay ahead of the curve.In this episode, Hannah and Alex discussWhy agility is key when selecting and assessing finance softwareHow to rethink ROI beyond time and cost, and measure real business valueThe dangers of traditional RFPs and how to adopt a more flexible, iterative approachUnderstanding the technology lifecycle from bleeding edge to rusting edgeHow to future-proof your finance team with the right AI readiness and mindsetManaging resistance to change and building momentum for digital transformationLinks Mentioned:Hannah's Linkedin Alex's Linkedin Learn more about ACCA Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this insightful Financial Transformation Live session, Hannah Munro, Managing Director of itas Solutions, challenges the traditional approach to purchasing new technology solutions. Rather than focusing solely on procurement checklists and feature comparisons, Hannah encourages finance leaders to rethink how they approach technology selection — shifting from “shopping” to “transforming.”Drawing on her consultancy experience, she explores how organisations can accelerate time to value, engage suppliers more effectively, and turn the buying process itself into the first step of transformation.

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro talks with Daniel Healey, Group FD at Direct Heating Group, about building a finance function that never stands still.Also covered in this episode:From manual processes to a fully automated, scalable finance teamHow to prioritise automation projects and prove ROI to stakeholdersOvercoming resistance and redefining finance's value beyond transactionsUsing automation to free capacity for strategic, value-add work Why continuous improvement beats perfection in transformationDaniel's practical tips for starting small and scaling smart with automationLinks mentioned:Daniel's LinkedinLearn more about Direct StovesLearn more about Flue & Ducting Learn more about Direct Fireplaces Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsWe're rewinding to where it all began. In the very first episode of the CFO 4.0 Podcast, Hannah Munro sat down with digital transformation expert Phil Raynor (now Lead Delivery Manager at the UK Home Office) to unpack what makes or breaks a transformation programme — and how finance leaders can navigate change with confidence.In this CFO 4.0 Revisited edition, we revisit the timeless lessons that still shape transformation success today. From planning and communication to leadership and culture, this conversation remains as relevant as ever for modern CFOs leading digital change.

Send us your thoughtsHost Hannah Munro sits down with Kevin Appleby, host of the Grow CFO Show, to share hard-won lessons from finance transformation projects. From failed demos to faster closes, they explore how CFOs can avoid common pitfalls and deliver real value.In this episode, you'll learn:How to approach system selection with scenarios and use cases, not just feature lists.Why keeping solutions simple and phased prevents failure points.The importance of engaging naysayers and building super users for adoption.Why benefits come from people and process changes, not just technology.Practical lessons for faster month-end closes and smarter procurement processes.How CFOs can communicate with boards, influence decisions, and choose the right timing for go-live.Links mentioned: Kevin's Linkedin Learn more about GrowCFO Join the Grow CFO community Discover more with Anchor Customer Story  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro and Neil Lynchehaun tackle real-world transformation challenges submitted by finance leaders. Together, they share practical advice, frameworks, and lessons learned from years of hands-on transformation and consulting experience.

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Charlotte Crowley, CFO at Altano, to explore her journey through finance leadership, acquisitions, and the challenges of integrating companies without losing their culture.Charlotte shares her unique career path — from starting in advertising and PR to working in boutique firms, McKinsey, and private equity-backed businesses — and reflects on what she's learned along the way.

Send us your thoughtsIn this special solo episode of the CFO 4.0 Podcast, host Hannah Munro takes on a personal challenge what she would do with 90 days to transform finance. Drawing on her experience working with finance teams, Hannah breaks the journey into three clear phases: stabilisation, automation and efficiency, and forward looking acceleration.You'll discover practical, actionable steps you can apply in your own finance function, includingHow to stabilise core processes in the first 30 days, including bank reconciliations, AR, AP, cash collection, reporting structures, and balance sheet checksWhy automation and efficiency in the next 30 days should focus on AP automation, AR solutions, payment processes, chart of accounts redesign, and month end optimisationHow to approach the final 30 days with a forward looking mindset, including forecasting, budgets, dashboards, and integrating wider business dataThe importance of KPIs for measuring effectiveness across AR, AP, bank rec, and reportingHow to set realistic timelines for transformation without overwhelming your teamWhy process mapping, controls, and risk management are essential foundations before scalingLinks Mentioned:Hannah's Linkedin Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined by returning guest Susana Serrano-Davey, seasoned finance leader and leadership mentor, to explore the people side of change. Together, they discuss how leaders can support teams through uncertainty and build a culture of resilience.In this episode, you'll learn:Why honesty and transparency are critical in times of change.How to help individuals find motivation and opportunity in transformation.The importance of authentic leadership and believing in the change yourself.Practical strategies for supporting overwhelmed team members.How giving people both choice and voice improves engagement.Tips for effective communication, from quick stand-ups to celebrating progress.Links mentioned: Susana's LinkedinDiscover Susana's work here Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, host Hannah Munro shares what it really takes to deliver a successful finance system implementation. From preparing your team to managing risks and ensuring a smooth go-live, Hannah offers practical insights and lessons learned from real-world projects.You'll learn:How to prepare your team and build urgency using the change cycleThe critical stages of a finance implementation – from planning to go-liveThe role of stakeholders and how to use a RACI matrix to clarify responsibilitiesWhy proof of concept and thorough testing are key to stress-free deliveryBest practices for training, capacity planning, and super-user supportTips to avoid common pitfalls like scope creep, poor data migration, and resistance to changeLinks mentioned: Previous session: Transformation TroubleshooterConnect with Hannah MunroExplore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!How to Map Out Your Finance Integration ProjectHow to Assess Your Current Finance SystemCustomer Success StoriesBook a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI. In this episode, you'll learn:Why transformation should be embedded in everyday finance work, not treated as a separate roleHow to influence change without authority and build a “transformation snowball”What good governance looks like — and the pitfalls that can derail changeHow to measure AI project success beyond ROI, including adoption and engagementThe role of subject matter experts in training and maintaining effective AI modelsHow to simplify workflows and manage complexity before introducing AILinks mentioned:Tariq's Linkedin Learn more about FinspyrTariq's book Reimagine Finance  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro continues the Private Equity series with Ian Pugh, CFO at Precise TV. Ian shares his journey into private equity and reveals the realities of leading finance in a fast-paced, investor-backed business.In this episode, you'll discover:The importance of trust with investors — and how to manage bad news or crises effectivelyLessons from handling a serious fraud incident and protecting stakeholder relationshipsHow to make board packs engaging, concise, and valuable for both investors and non-execsStrategies for managing investor reporting demands alongside running the businessAdvice for CFOs entering PE-backed roles, including first 100-day priorities and long-term success factorsLinks mentioned:Ian's Linkedin Learn more about Precise TV Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro chats with Andrew Brummer, CFO at Distributed, about the realities of finance leadership in early-stage and high-growth businesses. From managing cashflow crises to building future-ready finance teams, Andrew shares lessons from his unconventional journey and startup experience.Topics covered include:Andrew's unique path from event management to CFOBuilding lean, scalable finance functions for startupsManaging cashflow challenges with creativity and clarityThe strategic role of FP&A in early-stage businessesNavigating investor relationships across VC and PEAdvice for new CFOs on due diligence, early wins, and adding value fastLinks mentioned:Andrew's LinkedinLearn more about Distributed  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this Transformation Troubleshooter edition of Financial Transformation Live, hosts Hannah Munro and Neil Lynchehaun tackle real-world finance transformation challenges shared by listeners. From project overload to spreadsheet sprawl, they offer practical strategies to help finance leaders navigate complexity with confidence.In this episode, they cover:How to manage multiple overlapping transformation projects without burning out your teamApproaches to reprioritising and phasing work to avoid chaos and maintain momentumWhat to do when a new CFO questions an in-progress finance system rolloutThe importance of focusing on outcomes—not just solutions—when defending project decisionsHow to engage teams stuck in Excel and manual processes without triggering resistancePractical ways to build buy-in, uncover hidden capabilities, and lead change effectivelyLinks mentionedPrevious session: Future Proofing your Finance Software ArchitectureConnect with Hannah MunroConnect with Neil Lynchehaun Explore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!Our Implementation Options and MethodologyCustomer Success StoriesBook a discovery call Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro speaks with Andy Mellor, Fractional CFO at Summit 17 Ltd, about navigating M&A, preparing for financial events, and leading finance teams through high-growth environments.Key topics covered:Andy's career journey and transition into fractional CFO workStructuring finance teams to support rapid, acquisition-led growthManaging M&A deals end-to-end, including due diligence and integrationCommunicating effectively with sellers, stakeholders, banks, and PE firmsBuilding robust financial models and scenarios for funding strategiesPreparing businesses to be “event ready” with data, tools, and disciplineLinks mentionedAndy's LinkedinLearn more about Summit 17 Ltd Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughts In this episode of the CFO 4.0 Podcast, host Hannah Munro is joined by experienced CFO and executive coach Jeremy Earnshaw to explore one of the most critical – and often overlooked – phases of the CFO journey: the 60–90 day window. In this episode, we cover:How to assess and ensure data integrity before making strategic decisionsSigns of broken processes, bottlenecks, and weak control environmentsBuilding trust and alignment with your CEO, team, and peersManaging people issues and making tough but necessary team changesThe importance of cash, liquidity, and long-term visibility in planningAvoiding early mistakes and setting the tone for your CFO leadership journeyLinks mentioned: Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Matt Topham, Director of Practical CFO, to explore what makes a modern CFO truly effective—from KPIs to strategic decision-making.Key topics covered:Matt's unconventional journey to CFOThe realities of working as a fractional CFO and identifying clients ready for changeHow to use KPIs like productivity, overhead rate, and LTV to CAC to guide decisionsWhy speed and imperfection often beat precision in fast-moving environmentsManaging cash, growth, and riskPractical tips for new CFOs on building meaningful KPIs and driving strategic clarityLinks mentioned: Matt's Linkedin Learn more about Practical CFO Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this month's Finance Transformation Live host Hannah Munro explores how finance leaders can design scalable, resilient systems that adapt to change and support long-term growth.Key topics covered:The four pillars of future-proof finance architecture: data, APIs, expandability, and maintenanceWhy multi-dimensional data structures are essential for reporting, AI, and agilityHow to evaluate API strength, integration flexibility, and vendor transparencyAvoiding common pitfalls like over-customisation, poor data design, and dead-end system configurationsBuilding layered tech stacks to support FP&A, BI, automation, governance, and collaborationPlanning for continuous improvement: training, upgrades, and staying ahead of business needsLinks mentioned: Previous session: Finance Record to Report Maturity ModelConnect with Hannah MunroBuilding Out Your Finance Data Strategy Reporting Tools in Sage IntacctWhich Sage Product is Right For You Quiz!Book a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this insightful episode of the CFO 4.0 Podcast, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners, for a no-holds-barred session of myth-busting in the world of private equity. This episode offers practical wisdom, experienced insights, and a refreshingly candid take on what it really means to lead in a PE-backed business. Tune in to explore:Why growth and profit aren't mutually exclusive in private equity strategyThe real expectations around budgeting and how to balance ambition with achievabilityWhat kinds of mistakes are toleratedHow equity structures work, and why understanding “good leaver vs bad leaver” clauses is essentialWhether industry experience or private equity background matters more for CFO rolesHow values, trust, and transparency drive performance in today's private equity landscapeLinks mentioned: Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.In this episode, Karl covers:The biggest differences and challenges between full-time and fractional CFO rolesBuilding effective financial models and keeping them simple, flexible, and insightfulWorking with investors and managing expectations through clear reportingLessons from multiple management buyouts and how to prepare early for due diligenceAdvice for aspiring fractional CFOs, including mindset, client management, and business developmentLinks mentioned: Karl's Linkedin Learn more about Lloyd Consulting Limted Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro chats with Karla Smith, CFO at Ogilvy UK, about her unique path to CFO and how finance operates at the heart of a creative, people-driven organisation.Key topics covered include:Karla's career journey from audit trainee to CFOHow to succeed in senior finance roles with flexible hours and build mutual trust with your organisation.The role of finance in creative industriesBuilding financial literacy across teams through internal trainingApproaching talent investment and balancing short-term results with long-term value.Tips for new CFOs on strategic planning, effective delegation, and building strong CEO partnerships.Links mentioned: Karla's LinkedinLearn more about Ogilvy Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Neil Lynchehaun unpacks the Records-to-Report (R2R) maturity model and shares hard-earned insights from decades in finance transformation. He challenges traditional finance thinking and explores how finance teams can shift from compliance to strategic enablement.What's covered in this episode:Why maturity models are tools for inspiration, not evaluationThe five levels of finance maturity, from statutory compliance to strategic insightHow poor tagging and manual journals hold finance backThe mindset shift from finance-led budgeting to operational-led planningReal-time accounting, continuous close, and eliminating month-end chaosBuilding finance functions that partner with, not trail behind, the businessLinks mentioned: Previous session: Understanding the P2P Maturity CurveConnect with Hannah MunroConnect with Neil LynchehaunWhich Sage Product is Right For You Quiz!Book a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, we dive into the critical 30 to 60 day phase of a CFO's journey with returning guest Jeremy Earnshaw,  Founding Director of Clarendon and experienced CFO. Building on our previous conversation about the first 30 days, this episode explores how new CFOs can transition from learning to leading.

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro speaks with David Wood, Chair of London Futurists, about the accelerating pace of AI and its profound implications for business, society, and the future of work. Together, they explore the near-term possibilities and longer-term consequences of artificial intelligence—from transformation to potential turmoil.In this episode, we cover:Why some companies struggle with AI adoption The rise of neuro-symbolic AI and the combination of logic-based and intuitive systemsBreakthroughs in video generation, self-prompting AI, and the future of AI-generated mediaWhat Artificial General Intelligence (AGI) could mean for jobs, skills, and human relevanceHow emotional intelligence and adaptability will be essential skills for leaders in the AI eraLinks mentioned:David's Linkedin Learn more about London FuturistsLondon Futurists Meetups The Coming Wave: AI, Power and Our Future by  Mustafa SuleymanSupremacy: AI, ChatGPT and the race that changed the world by Parmy Olson Uncontrollable : The Threat of Artificial Superintelligence by Darren McKee Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined once again by Rob Jackson, now Senior Associate Consultant at Protiviti UK. Rob reflects on his journey from leading finance operations at Sage to spearheading transformation projects in private equity-backed businesses. Together, they unpack what it really takes to deliver finance change, lead shared services, and balance organisational complexity.In this episode, we explore:Rob's experience transitioning from Sage to working in a private equity environment How to successfully drive incremental finance change The importance of defining clear goals and resisting the temptationBuilding and managing an effective Shared Service CentreThe critical role of stakeholder managementRob's top advice for new shared services leadersLinks mentioned: Rob's LinkedinLearn more about Protiviti Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0 – The PE CFO Series, Hannah Munro is joined once again by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners. Together, they dive into “The Good, The Bad, and The Ugly” of private equity—an honest conversation unpacking what it's really like behind the boardroom doors of a PE-backed business.With a wealth of experience across corporate, startup and PE environments, Richard shares practical insights on how CFOs can protect their teams, influence direction, and stay focused on long-term value—even in short-term funding cycles.In this episode, they explore:The shift in relationships and leadership behaviours post-PE investmentWhat to retain (and what to adopt) when transitioning into a PE environmentThe evolving role of the CFO and how it differs from a Finance DirectorWhy month-end speed matters—and how it changes company mindsetBalancing investor expectations with long-term business thinkingThe signs of disengagement from your PE house—and how to respondLinks mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Neil Lynchehaun, Head of Transformation and Delivery at itas, takes you through a practical, experience-driven guide to understanding and improving the Purchase-to-Pay (P2P) process.You'll discover:Why we use maturity models and how they can inspire achievable steps forward.How to evaluate the impact of process improvements across:The full scope of the P2P process, including:Master data creation and maintenanceThe 5 maturity levels from basic transaction recording to strategic process leverage.Real-world characteristics and examples of each maturity stage.Insights into practical tools and enablers, including supplier portals, OCR, and dynamic discounting.Strategic tips for driving better supplier relationships, optimising working capital, and protecting your financial operations.Links mentioned:Previous session: Improving the Quote-to-Cash ProcessConnect with Hannah MunroConnect with Neil LynchehaunWhich Sage Product is Right For You Quiz!Book a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsThis episode kicks off our new CFO 4.0 series exploring the first 100 days in a CFO role. Host Hannah Munro is joined by experienced CFO and coach Jeremy Earnshaw, who shares practical, battle-tested guidance on navigating the critical first 30 days in a new CFO position. Key topics coveredMaking a strong first impression and shifting from finance specialist to strategic leaderWhy liquidity is non-negotiable and how to validate cash flow assumptions earlyHow to uncover hidden issues in the balance sheet and financial controlsEngaging with stakeholders and building credibility across the businessLeading your team with clarity, consistency and high expectationsCommon missteps new CFOs make and how to avoid themLinks mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this inspiring and practical episode of CFO 4.0, host Hannah Munro welcomes back Susana Serrano-Davey—career mentor, leadership trainer, and author of the newly released Confidence is Overrated. Drawing from her journey from CFO to mentor and author, Susana shares powerful insights on how senior finance leaders can develop the soft skills essential for leadership success.In this episode, Hannah and Susana explore:Why confidence is often misunderstood—and how to support yourself through self-doubtHow to spot unhelpful behaviours that undermine your confidencePhysical signs of stress and how to manage them in high-pressure environmentsWhy active listening is a critical skill for CFOs and how to improve itThe importance of finding your voice and knowing which battles to pickA framework for having productive, high-stakes conversations at workLetting go of control to become more influential in leadership Links mentioned: Susana's LinkedinDiscover Susana's work hereRead Susanna's new book; Self-Confidence Is Overrated Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro speaks with Gemma Doran, CFO at Savea Technology Ltd, about the realities of leading finance in high-growth SMEs. From her unexpected start in journalism to managing multi-million-pound fundraises, Gemma reflects on what it takes to thrive as a CFO in fast-moving environments, how to balance optimism with realism in forecasting, and why adaptability and clarity are vital when raising capital.In this episode, Gemma discussesHer career journey from politics and journalism to finance leadershipThe pros and cons of different funding types, including SAFE and ASAWhy micro-level cashflow management is essential in SMEsThe true cost and complexity of fundraising for growthForecasting with flexibility in uncertain economic climatesThe importance of team development, communication and stakeholder buy-inLinks mentionedGemma's Linkedin  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro dives into the critical steps for effective process mapping and how it can drive successful financial transformation. Discover practical insights on simplifying complexity and ensuring your processes are future-ready.Key takeaways include:The importance of involving sales, CRM, and IT leadership in process evaluations.How to identify, map, and validate use cases before redesigning processes.Strategies to prioritise high-impact areas and manage process exceptions.Why future-proofing your processes is essential for growth and scalability.Best practices for facilitating and documenting process mapping sessions.Tools for effective digital documentation and why real-time collaboration matters.Links mentioned:March FTL: Financial Transformation Live: Improving the Quote-to-Cash ProcessRevisit previous Financial Transformation Live  sessions Getting started with mapping out your finance processesWhy Salesforce Users Love Sage Intacct | On-Demand WebinarThe Getting Started Guide: Streamlining your Finance Processes Automate your finance processes with Sage Intacct | On-Demand WebinarCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro sits down with Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, to explore how CFOs can navigate their first 100 days in Private Equity, set the right priorities, manage investor expectations, and lay the groundwork for long-term success.Key topics covered:What CFOs should focus on when stepping into private equity ownership.How to identify risks, uncover hidden issues, and turn challenges into opportunities.How to set the tone, structure a strong agenda, and communicate effectively with investors.How to build trust with your Investment Director and avoid private equity stepping in too closely.Creating a strong 100-day plan and adjusting priorities based on due diligence insights.How to connect with other CFOs in the PE firm's portfolio and leverage peer learning.The Role of Transparency & Communication Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro sits down with Peter Morgan, CEO of Deep Learning Partnership and head tutor at Oxford University's Saïd Business School, to explore the rapid rise of AI and its impact on finance.Key discussion points:Why advancements in AI have accelerated exponentially and what's driving the change.The key differences and why generative AI is leading the conversation.How LLMs work and their evolving role in business and finance.The risks of AI, the importance of regulation, and how businesses can ensure responsible use.Practical applications, from portfolio management to risk assessment and automation.How finance leaders can experiment with AI tools and integrate them into their workflows.Links mentioned:Peter's Linkedin Learn more about Deep Learning Partnership Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this fourth instalment of the Mastering M&A series, host Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to explore the journey from CFO to Non-Executive Director (NED). Whether you're considering your first NED role or want to understand the challenges and opportunities that come with it, this episode is packed with valuable insights.In this episode, we discuss:How the role differs from an executive position and the mindset shift requiredThe reality of NED roles vs. advertised time commitmentsHow to assess opportunities and avoid roles that aren't the right fitCommon pitfalls, governance struggles, and difficult board dynamicsThe key to being an effective NEDTips for aspiring NEDs, including building experience and crafting the right CV Links mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live Hannah Munro explores how finance leaders can step up and take a more strategic role in driving change and process improvement across their organisations.With AI and automation set to reshape finance, CFOs and finance teams must shift their focus beyond transactional tasks and become catalysts for business transformation. Hannah dives into the opportunities for finance to lead cross-departmental change, break down silos, and enhance operational efficiency.Key Topics Covered:The evolving role of finance in a world of AI & automationWhy finance is uniquely positioned to drive change across the businessHow to identify inefficiencies and streamline finance processesThe importance of cross-departmental collaboration in transformation projectsStrategies for overcoming resistance to change and building consensusThe role of finance in breaking down data silos and improving decision-makingLinks mentioned:February FTL: Financial Transformation Live: The Finance-Driven Approach to Smarter Business ProcessesRevisit previous Financial Transformation Live  sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Phil Moses, CFO at Octavius, to discuss his fascinating career journey from working in PLCs to Private Equity-backed businesses. With experience spanning insurance, telecoms, infrastructure, and construction, Phil shares his lessons on managing investors, driving financial strategy, and adapting to different ownership models.Key topics covered in this episode:How Phil approached investor engagement and messaging in the PLC world, including handling difficult conversations.Key differences in reporting, decision-making speed, and working with multiple investors.Challenges of goal alignment, board dynamics, and the role of a strong chairperson in creating consensus.The importance of transparency, relationship-building, and setting realistic yet ambitious targets.How PE expectations differ from the public market approach.Links mentioned:Phil's Linkedin Learn more about Octavius Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro welcomes back Private Equity expert Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the next episode of The Private Equity CFO. Together, they break down the key considerations for businesses looking to secure Private Equity investment, the challenges of the process, and how CFOs can prepare to maximize returns.Key topics covered include:Is Private Equity the right option for your business?What makes a business ‘mature' enough for Private Equity?Red flags that Private Equity investors watch out forFinding the right private equity house and corporate finance advisor:The Private Equity investment process: What to expectThe CFO's role in Private Equity investment Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro speaks with Stuart Mellis, CFO of Optalysis, about his journey to CFO, the challenges of scaling deep tech startups, and navigating fundraising, investor relations, and financial planning in an emerging market.Key topics covered:Private equity vs venture capital – key differences in expectations and investment approachesManaging investor relationships – balancing trust, communication, and transparencyFundraising in deep tech – navigating challenges and pitching to the right investorsFinancial planning & budgeting – setting realistic growth targets in an emerging marketAdvice for new CFOs – the importance of coaching, board management, and asking the right questionsLinks mentioned:Stuart's Linkedin Learn more about Optalysis Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this third instalment of the Mastering M&A series, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to delve into the complexities of business disposals. Key topics discussed:The difference between being sought out by a buyer vs proactively seeking a sale.Essential preparations for making your business attractive to potential acquirersThe critical role of the CFO in managing the disposal process and overseeing data flow.The importance of establishing good buyer relationships Deal structures: earn-outs, share exchanges, and the implications for sellers.Warranties, indemnities, and legal considerations The cultural and operational implications of a sale for the management team and employees. Links mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Alwyn Jones, Group CFO at Luno and returning guest on the podcast. Alwyn shares his journey of broadening his perspective by stepping into a Non-Executive Director (NED) role and reflects on how it has shaped his leadership approach. This engaging conversation covers a range of topics, including:The evolving responsibilities of CFOsKey insights into the dynamics of a Non-Exec role,The challenges and surprises of stepping into a Non-Exec roleAdvice for aspiring NEDs, including tips on networking.Reflections on how the NED role has enriched his perspective and improved his effectiveness as a CFO.Links mentioned in this podcast:Connect with Alwyn Jones on LinkedInLearn more about Luno Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the second instalment in our The Private Equity CFO series. Together, they delve into the complexities of private equity and its implications for CFOs.Key topics covered include:Exploring the balance between capability and comfort zone, and what CFOs can do to prove their value.How private equity-backed businesses differ in their expectations for timely, actionable financial data.Insights into cash flow management, covenant models, and other critical reporting differences.From diagnosing the state of the business to building trust with private equity partners, strategies for success in the first 100 days.Building trust, communicating effectively, and staying aligned with the investment strategy.Tactics for transparency, preparedness, and maintaining credibility under pressure. Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!