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Explorez tous les épisodes du podcast CFO 4.0 - The Future of Finance

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249. Financial Transformation Live: Stop Shopping, Start Transforming04 Nov 202500:24:31

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In 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.

💡 In this episode, Hannah covers:

  • Why the traditional RFP (Request for Proposal) approach often fails to deliver transformational outcomes
  • How to design a consultative selection cycle that prioritises outcomes over features
  • The importance of sharing problem statements, goals, and process maps with suppliers to drive better recommendations
  • How to educate and engage potential partners to uncover innovation and align with your business challenges
  • Methods to evaluate technology solutions based on process efficiency, control, ROI, and real-world use cases
  • Practical steps to ensure suppliers start learning about your organisation before implementation — accelerating time to value

Links mentioned in this episode:

248. Automation in Motion: How Finance Keeps Getting Faster and Smarter with Daniel Healey28 Oct 202500:47:22

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In 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 team
  • How to prioritise automation projects and prove ROI to stakeholders
  • Overcoming resistance and redefining finance’s value beyond transactions
  • Using automation to free capacity for strategic, value-add work
  •  Why continuous improvement beats perfection in transformation
  • Daniel’s practical tips for starting small and scaling smart with automation

Links mentioned:

239. PE Backed: The CFO’s Balancing Act Between Growth and Governance with Ian Pugh12 Aug 202500:54:30

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In 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 effectively
  • Lessons from handling a serious fraud incident and protecting stakeholder relationships
  • How to make board packs engaging, concise, and valuable for both investors and non-execs
  • Strategies for managing investor reporting demands alongside running the business
  • Advice for CFOs entering PE-backed roles, including first 100-day priorities and long-term success factors

Links mentioned:

149. CFO Stories: Developing a Programmatic Approach to M&A with Rob Clay17 Oct 202300:50:12

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In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Rob, the CFO of Modaxo.
Dive into the world of mergers and acquisitions with Hannah and Rob as they explore the strategies, challenges, and key learnings from Rob’s journey. Discover how Rob achieved ongoing improvement in his approach to programmatic M&A, offering valuable insights for finance professionals and businesses.

In this episode learn about:

  • The importance of a clear M&A strategy
  • Balancing culture and numbers in acquisition decisions
  • Talent retention strategies in a growing organisation
  • Realistic assessment of integration challenges
  • Tips for building a win-win scenario in M&A

Links mentioned in this episode:

148. CFO Stories: Leading Global Teams Through Financial Transformation with Marco Torrente10 Oct 202300:40:42

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In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Marco Torrente, CFO at WebBeds, to explore the complexities and challenges of leading financial transformations across multicultural landscapes.
 
Topics covered in this episode:

  • Key strategies for keeping teams motivated during long and often challenging transformation processes
  • Balancing the difficulties of managing transformation while also handling day-to-day operations
  • Navigating Cultural Differences, emphasising the importance of understanding cultural nuances.
  • Tips and strategies on maintaining effective communication across different time zones and cultures.
  • Top Tips on what any leader should consider when starting a transformation journey, regardless of the organisation's size.

Links mentioned in this podcast:


147. The Transformation of Finance: From Financial Gatekeepers to Value Creators | ACCA Live Panel Event03 Oct 202301:01:06

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Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA at CogX Festival. In this live panel event, host Hannah Munro is joined by an expert panel of speakers as they dissect the future of financial leadership, offering a fresh perspective on what lies ahead for CFOs and financial teams in the journey towards Finance. Join us as we delve deep into the transformation that is underway, steering CFOs from being mere financial overseers to becoming integral value creators within organisations.

Also covered during this discussion: 

  • Understanding the shift from a finance-focused role to a multifaceted leadership position.
  • Strategies for CFOs to step up and seize opportunities across various domains.
  • How finance professionals can foster deeper engagements and collaborations
  • Discussing the importance of integrating finance into the broader business dialogues and strategy sessions.
  • Understanding and quantifying the value that quality data and insightful financial partnering can bring to businesses.
  • Gather expert insights and experiences, laying out the path for the evolution of the CFO role.

Links mentioned:


146. Aligning Procurement & Finance in the Digital Age with Thomas Siersbæk Heller-Njor26 Sep 202300:44:57

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In this episode of the CFO 4.0 Podcast, Hannah Munro delves deep into the ever-evolving world of procurement with our guest, Thomas Siersbæk Heller-Njor, Founder and CEO of CostBits. Together, Hannah and Thomas explore the challenges and nuances of aligning procurement with financial insights and how technology, particularly SaaS, is paving the way for improved transparency and efficiency.

In the episode, we cover:

  • Understanding why not all KPIs should be centred around costs and the significance of a holistic view.
  • How businesses can stay ahead of the curve, mitigating risks and foreseeing challenges.
  • The art of balancing supplier relationships 
  • A close look at how SaaS companies are bridging the gap between procurement and finance.
  • The added value of advisory services in optimising procurement strategies.

Links mentioned in this podcast:

145. Transforming Finance: Building Out a Strong Finance Business Partnering Function with Andi Lonnen19 Sep 202300:41:06

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In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Andi Lonnen Founder & CEO at Finance Business Partner Academy to discuss the development of the Finance Business Partner Function.

Also covered on the podcast:

  • Listen to how organisations navigate the complex world of Finance Business Partnering.
  • Discover how cultivating a sense of curiosity enhances connections and understandings within a business.
  • Learn how informal coffee chats facilitate better connection and collaboration in achieving the strategic and commercial priorities of an organisation
  • Uncover the value of building networks and engaging with like-minded professionals passionate about the future of finance

Exclusive Offer for CFO 4.0 Podcast Listeners! Finance Business Partner Academy has very kindly shared a special discount for CFO 4.0 podcast listeners for their upcoming online event ‘Finance Business Partner Bootcamp 2023’ by using the code CFO10.
 
Links mentioned in this episode:



144. CFO Stories: From Start-up to Scaleup, a CFO's Guide to Navigating Growth with Sylvia Ionita12 Sep 202300:41:47

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In this episode of the CFO 4.0 podcast, Hannah Munro is joined by Sylvia Ionita, CFO at waterdrop! With hands-on experience in growing start-ups, Sylvia shares her wisdom on scaling businesses, diving deep into the joys and challenges of taking a start-up to the next level.

In this episode, we cover:

• How presenting real numbers and financial data at all levels increases awareness across the team.
• Sylvia's approach to leadership meetings, mentoring, and building personal connections.
• The different implementation measures to enhance profitability and control.
• How to discern which problems need immediate attention and which require strategic solutions.
• The importance of internal mentorship and fostering personal development
• Sylvia shares her top tips for those just coming into the start-up world.

Links mentioned in this podcast:

Sylvia’s LinkedIn
Learn more about waterdrop
waterdrop’s Instagram

143. Financial Transformation Live: Building Out Your Finance Data Strategy05 Sep 202300:40:21

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This week's episode of the CFO 4.0 podcast is taken from our most recent Financial Transformation Live session where Hannah Munro delves into the crucial aspects of financial transformation and how a robust data strategy can play a pivotal role in enhancing your organisation's financial performance.

In today's rapidly evolving financial landscape, data has become a strategic asset that can make or break a company's success.

Key Discussion Points:

  • Understanding the Role of Data in Finance: We will explore the transformative potential of data in finance and how it can revolutionise traditional financial practices. Discover why a well-defined data strategy is indispensable for staying competitive in the market.
  • Designing an Effective Finance Data Strategy: From data collection and integration to analytics and visualisation, we will guide you through the step-by-step process of building a data-driven finance approach.
  • Overcoming Challenges and Pitfalls: Implementing a finance data strategy can present unique challenges. During the live session, we'll discuss common pitfalls and effective strategies to overcome them, ensuring a smooth data transformation journey.
  • Leveraging Data for Informed Decision-making: Find out how a robust finance data strategy empowers organisations to make informed, data-backed decisions.

Links mentioned:

142. The Balancing Act: Risks, Ethics, and the Lessons Learnt from Failing with Shaun Hayes29 Aug 202300:48:32

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In this CFO 4.0 episode, Hannah Munro sits down with Shaun Hayes, Author of The Gray Choice who has a wealth of experience in both the highs and lows of corporate leadership. Dive deep into Shaun's perspective on various aspects of business and personal growth.

Topics covered include:

  • Emphasising the importance of taking risks to achieve success and underscores the value of seeking feedback from a tight-knit group of advisors.
  • Learn about Shaun's personal journey, from experiencing catastrophic failures to viewing them merely as events in a larger story.
  • The Argument that there's merit in finding a level where you're happy and sticking to it.
  • Discovering how the numbers game isn't just about accuracy—it's about upholding a strict standard. Shaun dives into practices and strategies to ensure this.
  • Highlighting the importance of having a varied group of advisors, from fellow leaders to salespeople, to get a full 360-degree view of situations.
  • Get an insight of Shaun's book and learn more about his philosophy and practices.


Links referenced in this episode:

141. CFO Stories: Navigating Financial Planning in a Dynamic Business Environment with James Owen22 Aug 202300:47:04

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In this episode, Hannah Munro is in conversation with James Owen, Global CFO, Profiles Division, at Kantar. James shares his expertise in financial planning and forecasting, shedding light on the nuances of the dynamic business landscape.

Also covered on the podcast:

  • Importance of using market data as a benchmark for performance comparisons
  • Strategies for managing the challenge of ensuring effective communication and understanding of financial data
  • Leveraging Integrated Business Planning to improve forecasting accuracy and resource allocation
  • The evolving role of finance professionals and the increasing importance of data science in finance
  • Evaluating candidates for finance positions based on emotional intelligence and business acumen
  • The value of scenario planning with ambition, realism, and prudence in mind


Links mentioned in this episode:

140. CFO Stories: A CFO's Guide to Building Successful One-to-One Relationships with Susana Serrano-Davey15 Aug 202300:50:15

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In this episode of the CFO 4.0 podcast, host Hannah Munro interviews Susana Serrano-Davey, a seasoned finance leader, and leadership mentor, as they delve into the art of successful one-to-one relationships. Susana shares her expertise and valuable insights on fostering effective communication, building trust, and navigating challenges in a CFO's role.

Key Discussion Points:

  • The importance of structuring one-to-one meetings and making time for them
  • Balancing power dynamics in the relationship between line managers and direct reports
  • Finding your voice and expressing opinions confidently with both superiors and subordinates
  • Dealing with difficult conversations and resolving conflicts in a constructive manner
  • Supporting individuals through organisational changes and transformations
  • The role of empathy and emotional intelligence in building strong relationships

Links referenced in this episode:

238. CFO Stories | Cashflow, Credibility & Creative CFOs: Scaling Startups with Andrew Brummer05 Aug 202500:43:20

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In 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 CFO
  • Building lean, scalable finance functions for startups
  • Managing cashflow challenges with creativity and clarity
  • The strategic role of FP&A in early-stage businesses
  • Navigating investor relationships across VC and PE
  • Advice for new CFOs on due diligence, early wins, and adding value fast

Links mentioned:

139. Mastering the Art of Influence: Building Your Finance Brand with Rob Brown08 Aug 202300:53:20

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In this episode of the CFO 4.0 podcast, host Hannah Munro sits down with special guest Rob Brown, a renowned influencer and expert in the finance and accounting world. Together they jump into the crucial topic of building a powerful personal and professional brand within the finance industry. As they explore various strategies and skills needed to stay relevant and competitive in today's dynamic landscape, they offer valuable tips to help finance professionals thrive in their careers.

Key Takeaways:

  • The importance of personal branding and its impact on career success
  • Understanding the three essential brands: Corporate, Employer, and Personal
  • The significance of being technologically proficient and staying updated with industry advancements
  • The role of people skills and business acumen in elevating leadership capabilities
  • Bridging the gap between finance and other departments for a more holistic understanding of the business
  • Practical steps to change and improve one's existing reputation within the industry


Links referenced in Podcast:

138. Financial Transformation Live: Designing Your Finance Systems Architecture01 Aug 202301:01:19

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This week's episode of the CFO 4.0 podcast is taken from our most recent Financial Transformation Live session where Hannah Munro delves into the intricacies of designing an efficient and agile finance system!

Hannah explores the world of financial system architecture, the layers of integration and automation that are crucial for enhancing efficiency and connectivity within organisations.

Key Points Covered:

  • Understanding the different options: Best of Breed vs. ERP systems
  • Unravelling the layers of financial system architecture: Functional, Data Analytics, and Forecasting
  • Evaluating the technical competence and capacity required for building and maintaining workflows.
  • The importance of a data strategy and data hygiene in optimising financial reporting capabilities
  • Top tips for successful finance systems integration and automation implementation

Links mentioned:

137. From Numbers to Impact: The CFO's Evolution into a Chief Value Officer with Clive Webb25 Jul 202300:50:25

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In this week's episode of the CFO 4.0 Podcast, Hannah Munro sits down with Clive Webb, a renowned expert in finance and sustainability, to explore the emerging role of the Chief Value Officer. Delving into the evolution of the CFO role and its connection to ESG and sustainability practices.

Together, they uncover the following key topics: 

  • Understanding the Chief Value Officer: Is it an extension of the CFO role or a distinct position? 
  • The Challenge of Measuring Value: Navigating the complexities of ESG metrics and reporting. 
  • Long-Term Thinking: Balancing short-term financial gains with sustainable, future-oriented decisions. 
  •  Educating the Organisation: The need to inform stakeholders about the broader concept of value. 
  • Bridging the Perception Gap: Addressing the disparity between public perception and the CFO's actual role. 
  • The Future of Finance Talent: Exploring the need to cultivate the next generation of finance leaders. 


Links referenced in Podcast: 

136. Navigating M&A and Investment Strategies in a Changing Landscape with Bill Fink 18 Jul 202300:40:31

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In this episode of CFO 4.0, host Hannah Munro is joined by Bill Fink, Executive Vice President at TD Bank, and they delve into the world of mergers and acquisitions (M&A) and investment strategies!
Bill, an expert in the field, shares valuable insights and trends that are shaping the current business landscape. From the impact of rising interest rates to the opportunities emerging in the middle market, they explore key topics that CFOs and business leaders should be considering right now.

Topics covered in this episode:

  • The ripple effect of interest rate hikes and its implications on the cost of capital, debt, and deal structures. 
  • The importance of strategic thinking and seizing opportunities amidst a challenging market. 
  • The potential for rebound in M&A and leveraged buyout activity as interest rates signal reduction in the future. 
  • The value of private equity partnerships and how they can contribute to business growth and expertise. 
  • Exploring the often-overlooked option of Employee Stock Ownership Programs (ESOP) for business owners considering succession planning. 


Links referenced in Podcast: 

135. From CFO to CEO: Igniting Passion and Driving Growth with Hannah Williams11 Jul 202300:46:26

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In this week’s episode of the CFO 4.0 podcast Hannah Munro is joined by Hannah Williams, CEO at Alacrity. Hannah Williams is a recent CFO turned CEO, and during the episode she shares her journey, passion, and insights into the world of finance and entrepreneurship, discussing the power of embracing opportunities, fuelling enthusiasm, and driving growth in family businesses.

Hannah William's authenticity and wisdom shine through as she discusses various topics, including:

  • The transformative journey from CFO to CEO and the excitement of new possibilities.
  • Unleashing passion and authenticity as key drivers for success in leadership roles.
  • Navigating challenges in raising the profile and brand of a startup.
  • Valuable advice and perspectives for CFOs in family businesses seeking growth and innovation.

Links referenced in this episode

134. CFO Stories | Driving Change in Finance: Unleashing the Power of Transformational Leadership with Ilana Esterrich04 Jul 202300:51:07

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In this week’s episode of CFO 4.0 Ilana Esterrich, CFO at Planned Parenthood joins us to delve into the world of sustainable transformational leadership.
Ilana shares with Hannah Munro her wealth of knowledge and experience in driving successful organisational transformations and highlights the critical role of change management in achieving lasting change.

Also covered on the podcast

• The significance of people's skills in driving successful change
• How you need to be good at communicating the "why" and aligning it with individual motivations
• Creating a sense of one team and fostering a culture of openness to change
• Importance of reducing non value adding activities in finance processes

Links mentioned in this episode:

Ilana’s LinkedIn
Find out more about Planned Parenthood

133. Financial Transformation Live: 12 Months to a Faster Close27 Jun 202300:42:11

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Join us for the next session in our Financial Transformation Live series that will be a game-changer for finance professionals striving for a faster, more efficient month-end close. Hosted by Hannah Munro, this session promises to provide a robust roadmap for achieving a streamlined financial close in just 12 months.

This workshop aims to empower you to take control of your close processes and reduce the overall timeline. It's about more than just speed; it's about optimising your processes for quality, efficiency, and consistency.

Key areas to be covered include:

  • The importance of benchmarking: Understanding this will help you measure your progress and inspire effective strategies for improvement
  • Identifying Barriers: Every organisation has unique challenges that slow down the financial close process, we will talk about the most common barriers experienced during month-end
  • Assessing Your Month-End: Develop an understanding of the overall health and efficiency of your current month-end processes
  • Formulating a Plan: We will delve into the creation of a practical, achievable plan to help you reach your month-end goals in 12 months

Links mentioned:

132. CFO Stories: A CFO's Guide to Navigating Risk with Isaac Strulowitz20 Jun 202300:40:35

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This week, CFO 4.0 podcast host Hannah Munro is joined by Isaac Strulowitz, CFO at CoVenture who offers his unique perspective on risk management,  providing valuable insights into how CFOs can protect their firms against unforeseen challenges.

In the episode, we cover: 

  •  Isaac's account of the SVB collapse and the proactive steps his team took to protect investor capital.
  • Risk management strategies that have proven effective, such as creating redundancies, maintaining a robust disaster recovery plan, and evaluating all firm relationships for potential risks.
  • Isaac's analogy of risk management to dental hygiene: ignoring it can lead to serious repercussions down the line.
  • The delicate balance a successful CFO must strike, between budget management, operational duties, and strategic oversight.
  • Isaac's concept of a "cockroach" company - one that can survive and continue functioning even after major crises.


Links referenced in this episode:

Isaac's LinkedIn
Isaac's Twitter
Learn more about CoVenture

131. Key Takeaways from the GENCFO Summit: A Look into the Future of Finance with Chris Argent06 Jun 202300:52:49

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In this episode of the CFO 4.0 Podcast, Hannah Munro is joined by Chris Argent, founder of GENCFO. Together, Chris & Hannah delve into the insights, trends, and key takeaways from the recent GENCFO Summit. 

Topics covered include: 

  • The shifting role of the finance function, moving beyond transactional processing to business partnering
  • The necessity of selecting the right people for your tech transformation and why it's about more than just acquiring new technology
  • The discussion on the current and future use of Excel and the future of finance tools with the advent of cloud and machine learning capabilities
  • The imperative of having your finance team earn their 'seat at the table', contributing value to the business beyond traditional roles
  • The role of technology and how it aids in bringing about transformations in the finance function

Links referenced in this episode

130. Flipping the Script: Hannah Munro hops into the Guest Seat on Mark Gandy's CFO Bookshelf30 May 202300:50:20

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This week's episode of the CFO 4.0 Podcast takes an exciting twist as host Hannah Munro steps into the guest seat on Mark Gandy's highly-regarded CFO Bookshelf podcast. Hannah & Mark engage in an interesting discussion that spans entrepreneurship, mentorship, literature, and the evolution of CFO 4.0! 

 Throughout their discussion, Hannah and Mark delve into: 

  •  A detailed review of Derek Sivers' book 'Anything You Want: 40 lessons for a new kind of entrepreneur', evaluating its worthiness for CFOs and finance professionals.
  • The significance and impact of having a mentor, specifically for CFOs, and how mentorship can contribute to professional growth.
  • The questions they'd pose to Derek Sivers if given the chance, probing deeper into the book's themes and takeaways.
  • A behind-the-scenes look at the inception of the CFO 4.0 podcast, exploring how the podcast came to be and its objectives in the finance world.

Links referenced in this episode:

Please note: This episode aired originally on the CFO Bookshelf Podcast.

237. Finance Transformation Live - Transformation Troubleshooter29 Jul 202500:50:42

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In 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 team
  • Approaches to reprioritising and phasing work to avoid chaos and maintain momentum
  • What to do when a new CFO questions an in-progress finance system rollout
  • The importance of focusing on outcomes—not just solutions—when defending project decisions
  • How to engage teams stuck in Excel and manual processes without triggering resistance
  • Practical ways to build buy-in, uncover hidden capabilities, and lead change effectively

Links mentioned

129. Mastering Finance Business Partnering: The 9 C's to Elevate Your Impact with Andi Lonnen23 May 202300:44:11

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In this episode of the CFO 4.0 podcast, Hannah Munro delves into the essential characteristics and skills needed for successful finance business partnering with guest, Andi Lonnen, Founder & CEO at Finance Business Partner Academy! Andi shares her insights on the 9 C's of effective finance business partners and discusses the importance of having the right mindset, skillset, and daily actions. Hannah & Andi also explore the challenges of onboarding finance business partners and the critical role they play in organisations.

 

Also covered in this episode:

 

  • The 9 C's of effective finance business partnering
  • The importance of mindset, skillset, and daily actions
  • Challenges in recruiting and finding finance talent
  • Onboarding strategies for new finance business partners
  • The role of communication and relationship-building in finance business partnering

Links referenced in this episode

128. The Future of Finance: Cultivating Skills & Adapting to Change with Oliver Deacon16 May 202300:52:24

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In this episode of the CFO 4.0 podcast Hannah Munro is joined by guest, Oliver Deacon, Executive Coach at Oliver Deacon Coaching, to discuss the future of finance and how it will be transformed in the next five years. 

With a focus on the importance of soft skills, leadership, and process engineering, Oliver shares pragmatic tips to help finance professionals and teams stay ahead of the curve.

Listen in as they explore a range of topics, including:

  • The importance of soft skills, leadership, and process engineering in the finance sector
  • Cultivating personal resilience and adapting to change
  • Fostering a culture of learning within finance teams
  • Leveraging new technologies to drive impact and solve problems
  • Practical tips for staying ahead of the curve and preparing for the finance revolution

Links mentioned in this episode

127. CFO Stories: Driving Success in Start-ups as a Portfolio CFO with Alysha Randall09 May 202300:38:47

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This week brings us a ‘CFO Stories’ episode of the CFO 4.0 Podcast! Hannah Munro sits down with Alysha Randall, an experienced portfolio CFO at Fast Growth Consulting Limited, who shares her insights and expertise transitioning from the corporate sector to startups, and the various aspects and challenges of being a portfolio CFO!

In this episode, we cover:

  • The transition from corporate to startup finance
  • Key financial challenges faced by startups and how to tackle them
  • The importance of cash flow management for startup success
  • Differences between a startup and corporate CFO role
  • The benefits and challenges of being a portfolio CFO
  • Signs of a successful portfolio CFO and measuring success

Links mentioned during this episode:

126. Financial Transformation Live: Top Tips Before Starting Your Finance Systems Implementation Project02 May 202301:09:37

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This episode of the CFO 4.0 podcast is taken from our recent Financial Transformation Live session! Host and Managing Director at itas, Hannah Munro, discusses the challenges and best practices for implementing new finance systems. Drawing from her extensive experience, Hannah offers valuable insights and guidance on how to effectively manage change in the finance department.

Key takeaways:

  • Understanding the change cycle: Pre-implementation activities to set up for success.
  • Phases of a successful implementation project: How to avoid common pitfalls and optimise outcomes.
  • Ensuring open communication: Encouraging constructive feedback and addressing concerns.
  • Focusing on outcomes, not inputs: Aligning objectives with the desired end results.
  • Avoiding scope creep: Being ruthless in prioritising and managing project phases.
  • Building capacity for change: Allowing teams to recover and feel the benefits of change.

Links mentioned:

125. The ESG Revolution: Embracing Sustainability in Finance and Accounting with Ash Noah, CIMA & AICPA25 Apr 202300:54:04

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In this episode of the CFO 4.0 podcast, join our host Hannah Munro as she chats with Ash Noah, VP & Managing Director at CIMA & AICPA and an expert on the evolving world of ESG (Environmental, Social, and Governance) reporting. Together, they delve into the new competencies required by finance professionals, the role of CFOs, and the exciting opportunities that ESG presents for the accounting profession.

In this episode, they cover:

  • The increasing importance of ESG reporting and its impact on finance professionals
  • Understanding the new skills required to effectively manage ESG reporting and standards
  • The role of CFOs in driving sustainable business practices and embracing ESG as a strategic priority
  • The opportunity for the accounting profession to attract new talent and remain relevant in a rapidly changing world
  • The significance of integrating ESG into business models and decision-making for long-term value creation
  • AICPA and CIMA's initiatives to enable finance professionals to engage with ESG strategically and operationally


Links mentioned in the episode:

124. Transforming Finance: People, Processes & Technology with Mark Laine Toner, FD at Evri18 Apr 202300:57:55

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In this episode of the CFO 4.0 podcast, join our host Hannah Munro as she engages in an insightful conversation with Mark Laine Toner, Finance Director at Evri who has extensive experience in driving successful finance transformation projects. Tune in for a deep dive into the world of finance transformation and learn how to navigate the challenges that come with it.

In this episode, they cover:

  • The importance of aligning team culture for successful transformation
  • Adapting to the pace of business and balancing team expectations
  • Embracing technology to keep finance relevant in today's rapidly changing environment
  • Valuable tips on stakeholder management and the significance of setting realistic deadlines
  • The importance of mentoring and coaching in finance
  • The need for finance professionals to stay updated on emerging technologies and tools

Links mentioned in this episode:

Connect with Mark on LinkedIn
Learn more about Evri

123. Accelerating your impact as a CFO with coaching with Catherine Clark, Lead CFO Mentor at GrowCFO11 Apr 202300:44:36

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Joining Hannah Munro on the CFO 4.0 Podcast this week is Catherine Clark, Lead CFO Mentor at GrowCFO and Director of Cristallum Limited. With a wealth of experience behind her, Catherine shares her insights on the importance of mentoring, particularly for finance leaders, and how having that safe space to reflect and share can be extremely powerful. 

 

Also covered in this episode:

  • The difference between mentoring and coaching 
  • What soft skills are needed when transitioning between different level finance roles? 
  • The key components of good communication within your finance team
  • Why finance leaders need to be aware of the impact their team is having on the rest of the organisation

 

Links mentioned in this episode:

122. CFO Stories: Navigating the World of Private Equity – Insights from Seasoned CFO, Edward Knighton 04 Apr 202300:39:37

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In this episode of the CFO 4.0 Podcast, we dive into the world of private equity through the lens of a seasoned CFO, Edward, who shares his experiences, challenges, and successes with Host, Hannah Munro. Join us as we discuss the nuances of working in private equity and explore essential tips for aspiring CFOs in this high-stakes industry.

Topics covered in this episode include:

  • Edward's journey into private equity and his key learnings
  • Building relationships with private equity firms and management teams
  • Managing expectations and handling pressure in a private equity-backed business
  • The importance of preparing for an exit from the moment you join a business
  • Top tips on how to negotiate your own position in a private equity deal
  • Standing your ground on growth forecasts and managing risks
  • Recommendations for aspiring CFOs looking to break into the private equity world

Links referenced in this episode

121. The positive impact of applying for finance and business awards, live panel event with Hannah Munro & ACCA28 Mar 202300:58:32

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Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA. In this live panel event, host Hannah Munro is joined by an expert panel of ACCA members, including Hannah Williams, Becky Glover, Andi Lonnen, and Jess Harcourt. Together, they share their insights and experiences on how finance and business awards can propel your business and personal brand to new heights.

 

In this engaging and informative discussion, our panellists delve into the following topics:

  • Discover the key elements that make an award-winning application and learn how to showcase your achievements effectively
  • Finance and business awards to look out for
  • Top tips for preparing for the awards
  • The impact of winning awards on your business and personal profile
  • How to get involved in the judging side of awards

Links mentioned:

120. Financial Transformation Live: How to Map Out Your Finance Integration Project21 Mar 202300:44:23

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This week’s episode of the CFO 4.0 podcast is part of our monthly Financial Transformation Live series, how to map out your finance integration project! 

Part two of our integration series, Hannah Munro covers what options for integration you have, and shares her top tips for building out an integration strategy paired with some helpful examples!

Also covered in this session:

  • Key areas to focus on before building out your integration strategy
  • Why it’s important to plan out your data dependencies 
  • Hannah’s top tips for building out an integration strategy
  • Best practice for approaching field mapping 
  • Integration things to think about when looking for new finance software

Links mentioned:

236. Mastering M&A | M&A Without Mayhem: Structure, Stakeholders & Surprises with Andy Mellor22 Jul 202500:45:16

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In 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 work
  • Structuring finance teams to support rapid, acquisition-led growth
  • Managing M&A deals end-to-end, including due diligence and integration
  • Communicating effectively with sellers, stakeholders, banks, and PE firms
  • Building robust financial models and scenarios for funding strategies
  • Preparing businesses to be “event ready” with data, tools, and discipline

Links mentioned

119. CFO Stories: Finance’s hierarchy of needs with Darren Woods, CFO of Freedom Fibre14 Mar 202300:45:41

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Back due to popular demand, Darren Woods, CFO at Freedom Fibre sits down with Hannah Munro to discuss useful tips and advice for both brand new and new into role CFOs! 
Together they discuss the influence you have as a CFO that is new into role, how soon is too soon to start that financial transformation journey and how to prioritise your transformation efforts. 

Also covered on this episode:

  • Darren’s ambition for finance 
  • What is finance’s hierarchy of needs?
  • Why you need to understand the problem you are trying to solve before you try to solve it?
  • How do you speed up your time to value as a CFO?
  • Why you need to know the 3 things that keep your CEO awake at night


Links referenced in this episode 

118. Handling conflict and friction effectively in finance with Dr. Jon Gruda07 Mar 202300:59:56

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Returning to the CFO 4.0 podcast this week with Hannah Munro is Assistant Professor of Organisational Behaviour at Maynooth University, Dr. Jon Gruda! 

Jon and Hannah dig into the concept of conflict, discussing how to best navigate specific scenarios within finance teams, particularly during change. 

Also covered in this episode:

  • What is conflict within an organisation? 
  • How do you approach a disagreement between team members
  • What are the key components of good decision-making?
  • Tips for structuring the way you deal with conflict 

Links referenced in this episode:

117. CFO Stories: Integration, automation and finding your niche with Cécile Parker, Group CFO at Vital Energi Utilities28 Feb 202300:48:18

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In this week’s episode of the CFO 4.0 podcast, Cécile Parker, Group CFO at Vital Energi Utilities Limited, sat down with Hannah Munro to share her story and talk about everything from finance’s carbon footprint through to integrating your finance team with the rest of the business.
 
 Also covered in this episode
 
 • Why finance need to stop underestimating the power of automation
 • Finding your niche as a CFO
 • The importance of integrating your finance team with the rest of the business
 • How to develop the skills and knowledge within your finance team
 
 Links mentioned in this episode.
Cécile’s LinkedIn
Learn more about Vital Energi
Vital Energi on LinkedIn


116. Financial Transformation Live: Flash Reporting - Everything you need to know! 21 Feb 202300:43:12

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This week’s episode of CFO 4.0 brings the first Financial Transformation Live session of 2023, Flash Reporting: Everything you need to know!

Hannah Munro explains what flash reporting is, why it is important and breaks down the differences between flash reporting and normal month-end reporting.

Also covered in this session:

  • Best practice for implementing flash reporting 
  • Our top tips for flash reporting
  • What metrics should you be including in your reporting
  • Why you should use the ‘Goldilocks principle’ to plan out your reporting needs

Links mentioned:

115. The Future of the Finance Function – ACCA Research Discussion with Clive Webb14 Feb 202300:46:23

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In this week’s episode of CFO 4.0 Hannah Munro is joined by Clive Webb, Head of Business Management at the ACCA to dissect the latest report from the ACCA around the future of the finance function!

Also covered in this episode: 

  • Why CFOs need to start focusing more on the future and not just the past.
  • The importance of being agile when it comes to financial reporting.
  • 7 Key areas to focus on when it comes to budgeting & planning.
  • Is it time to ditch the spreadsheet? 
  • Why CFOs need to become comfortable with the dynamism that required around budgeting & planning.

Links mentioned in this episode:

114. CFO Stories: Challenges a Bootstrap CFO faces with David Brandeis, CFO of PowToon07 Feb 202300:30:36

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In this week’s episode of CFO 4.0 Hannah Munro is joined by David Brandeis, CFO at PowToon to chat about the challenges David faces as a CFO of a bootstrap organisation as well as his unique journey to becoming a CFO.

Also covered in this episode
• Where to begin building out a finance team from nothing
• How bootstrap companies measure success
• The affect Covid-19 has had on software-based companies
• How to balance strategy and being hands-on as a CFO

Links mentioned in this episode.
David’s LinkedIn
Learn more about PowToon

113. Stepping away from a traditional Finance mindset with Chris Ortega31 Jan 202300:39:35

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In this week’s episode of CFO 4.0 Hannah Munro is joined by Chris Ortega, CEO of Fresh FP&A, together they share their passion for financial transformation and discuss their ideas on what the future could look like for finance leaders.

Also covered by Chris and Hannah in this episode:
• Chris’ journey to becoming a Fractional CFO
• How much change has the pandemic driven in finance?
• The benefits of healthy friction in finance teams
• What does good finance business partnering look like?
• Why CFOs need to start stepping out of their comfort zone

Links mentioned in this episode:
Chris’ LinkedIn
Learn more about Fresh FP&A

112. Managing stress and burnout in your finance team in 2023 with Tony Martignetti24 Jan 202300:44:47

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In this week’s episode of CFO 4.0, Tony Martignetti, a self-proclaimed recovering finance professional, now a Chief Inspiration Officer at Inspired Purpose Coaching talks to Hannah Munro about how finance leaders can manage stress and burnout in their finance teams. 

Also covered on the podcast

  • The importance of planning and structure to avoid overwhelm in the New Year 
  • Why finance leaders need to strike the balance between optimism and realism 
  • Identifying the different types of stresses within your finance team
  • How to recognise when your team are heading into burnout territory
  • The importance of a work-life balance to alleviate stress and burnout 

Links mentioned in this podcast

111.The World of Football through a Finance Lens with Stefan Gamble, CEO of Walsall Football Club17 Jan 202300:38:57

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Joining Hannah Munro on this week’s episode of the CFO 4.0 Podcast is CEO and ex FD of Walsall FC, Stefan Gamble! 

Stefan & Hannah talk about his experience transitioning from Finance Director to CEO at Walsall FC, sharing his secrets for success in both roles and what its like working in finance at a football club. 

Also covered in the episode:

  • What attracted Stefan to finance in football
  • Stefan’s journey from Management Accountant to Finance Director
  • How football was affected by the Covid-19 pandemic 
  • The challenges finance teams have working in football 
  • How Stefan balanced the books in a volatile environment

Links mentioned in the episode:

110. What does 2023 hold for finance teams with Kevin Appleby, GrowCFO 10 Jan 202300:42:15

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Starting the New Year with a bang, Hannah Munro sits down with Kevin Appleby from GrowCFO to talk about what 2023 might look like for finance teams. 

 Not only do they share their own predictions for 2023, but also those of CFOs that GrowCFO have surveyed in recent months, diving into some interesting insight! 

 Also covered on the podcast:

  • How much time are finance teams spending on non-finance activities?
  • The trend towards sustainability reporting and ESG reporting
  • Finance’s responsibility to good data governance 
  • The shift in the skills required for finance roles  
  • How finance should be using technology to drive process improvement 

 Links mentioned in this Podcast

235. First 100 Days as a CFO: Mastering the 60–90 Day Window as a CFO with Jeremy Earnshaw15 Jul 202500:55:20

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 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 decisions
  • Signs of broken processes, bottlenecks, and weak control environments
  • Building trust and alignment with your CEO, team, and peers
  • Managing people issues and making tough but necessary team changes
  • The importance of cash, liquidity, and long-term visibility in planning
  • Avoiding early mistakes and setting the tone for your CFO leadership journey

Links mentioned: 

109. Financial Transformation Live: Building Your 12-Month Transformation Plan03 Jan 202300:39:33

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This week’s episode of CFO 4.0 brings the last Financial Transformation Live session of 2022, Building out your 12-month Transformation plan!

Hannah Munro talks you through the different stages of a top-level plan for you and your finance team and the framework you will need to build it out.

Also covered in this session:

  • Understanding your current situation and challenges
  • Traditional brainstorming VS independent brainstorming
  • Techniques to identify what your priorities should be 
  • What are the key elements of a business case?
  • How to put together an effective project plan 

Links mentioned:

108. How Finance can use Technology to deliver on their mission with Sarah Watson, Director of Finance & Technology at Make-A-Wish UK13 Dec 202200:49:04

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Wrapping up the year, we're bringing to you our final CFO 4.0 podcast guest of 2022, Sarah Watson, Director of Finance & Technology at Make-A-Wish UK.

Hannah and Sarah discuss the important role technology plays in helping finance teams deliver on their mission.

Also covered on the podcast:

  • Balancing the Benefits of Real-Time Reporting and the Fear of Giving Out Information
  • Things to consider before tackling a finance transformation project
  • The importance of a team approach when it comes to transformation
  • Ellie's Christmas Appeal
  • How you can help Make-A-Wish UK

Links mentioned in this Podcast

107. How a transformational mindset can benefit finance teams with Chris Argent from GenCFO06 Dec 202200:41:22

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In the latest episode of CFO 4.0, Hannah Munro & Chris Argent, Founder & Chief Future Officer at GenCFO, dissect day two of the GenCFO Academy, delving into transformational mindsets and what it means.

Also covered on the podcast:

  • Why finance traditionally lacks a transformational mindset
  • What does a Chief Future Officer profile look like?
  • What does the future look like for entry-level finance jobs?
  • The definition of a transformational mindset

Links mentioned in the podcast: 

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