April 2017

Collaboration between finance and other parts of the business has never been more important. That’s why Excel is a platform for growth. 

When a company reaches a certain level of success, it’s tempting to assume that the investments they need to continue growing are obvious. Good CFOs, though, never stop thinking about costs and value, and about what the right strategy look like. Continue reading Collaboration: Sharing a Spreadsheet, Shaping Business Outcomes

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A report from Amex and Institutional Investor shows a remarkable upswing in how finance departments plan to spend.

Before anyone gets any big ideas, financial leaders might want to put the 2017 Global Business and Spending Outlook in context.

Based on a survey of CFOs and produced by American Express and Institutional Investor, the report suggests, at first glance, that the floodgates are open regarding spending trends. In the U.K., for instance, a whopping 99% said they planned to spend more in the year ahead. Here’s a sample of where some of that money will go: Continue reading As CFOs Loosen the Purse Strings, Here’s Where The Money Will Go

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This article first appeared in Business Review Canada.

Back in high school, one of my first summer jobs was selling insurance to fishermen in Nova Scotia. I would literally have to walk down to a fisherman’s dock and try to sell a policy for cash. It wasn’t an easy sell.

One thing that always stuck with me was the training program, where the big theme was PMA: positive mental attitude. They had PMA in big letters on a board. That job was a great introduction to sales and running a business because you always face a lot of rejection along the way. Through any adversity, you have to stay positive. Continue reading From Fishermen’s Insurance to Finance CEO: Lessons from a Serial Software Salesman

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A recent report says financial executives need the right exposure, technology, and team members to take on a larger organizational role.

Even if you’re a fan of the whole “open concept” office space, it’s unlikely you’ll ever see a CFO’s desk set up in a company’s reception area. Still, let’s just pretend for a minute.

What would customers who walk to the CFO say? After realizing the person they’re talking to was not, in fact, an admin assistant, might they wonder why someone historically considered a “bean counter” was manning the front lines? Or would they start to appreciate a senior leader who saw a direct link between customer experience and financial performance? Continue reading The Case For Bringing CFOs And Customers Closer Together

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