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TitreDateDurée
191. Financial Transformation Live: Presenting The Business Case28 Aug 202400:45:48

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In this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed.

Key topics covered:

  • Learn the essential components that make a business case compelling and effective.
  • Explore the importance of justifying the need for transformation, especially in today's volatile environment.
  • Discover how to present multiple options, including the risks of inaction, to ensure informed decision-making.
  • Get insights on calculating the total cost of ownership and the importance of including resourcing costs in your proposal.
  • Understand the benefits of a phased implementation approach and how to set realistic timelines and expectations.
  • Learn how to identify and mitigate risks associated with financial transformation projects to build confidence in your plan.
  • Find out how to plan out an effective technology implementation project and ensure a smooth transition.

Links mentioned:


190. Building Trust in AI: A Conversation with Sage CTO Aaron Harris20 Aug 202400:48:53

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In this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector.

This insightful conversation covers:

  • How technology is shifting CFOs from record-keepers to strategic leaders.
  • The role of AI in automating workflows and enabling digital transformation.
  • How to ensure confidence in AI-driven systems
  • Beyond AI, what other innovations are shaping the future of finance?
  • The rise of digital networks and the global shift towards e-invoicing.
  • Where AI excels and where human judgment remains crucial.

Links mentioned:

181. 2024 Mid-Year Highlights: Transformative Conversations with Finance Leaders18 Jun 202400:35:32

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In this special episode of CFO 4.0, Mark Blackmore steps in for Hannah Munro to provide a mid-year roundup of our podcast's most impactful conversations from 2024. Join us as we revisit the wisdom, laughter, and ground-breaking ideas shared by our remarkable guests.

Key Highlights:
January:

  • Scott Buchanan on the challenges and preparations for taking a company through the IPO process.
  • Dominique Highfield from Purple Bricks on the dynamics of financial and operational leadership.
  • Soufyan Hamid on the transformative power of storytelling in finance.
  • Chris Ortega on generative AI and navigating business uncertainty.

February:

  • Hannah Williams, CEO of Alacrity, on effective team communication and the transition from CFO to CEO.
  • Jamie Irwin on the dynamic world of CFO recruitment in private equity.

March:

  • Nicholas Boucher on the transformative power of Artificial Intelligence in finance.
  • Tory Bauman on the intricacies of financial planning and analysis in telecommunications infrastructure.
  • Christian Frantz Hansen on balancing quantitative and qualitative measures in performance management.

April:

  • Andy Burrows on developing a business-focused finance mindset.
  • Marie Charpentier on transforming finance teams in high-growth companies.
  • Clive Webb on the pivotal role of sustainability in mergers and acquisitions.

May:

  • Katrina Nacci on the complexities of US GAAP and proactive planning.
  • Arjit Kumar on leading through major organisational changes.
  • Howard Friedman and Akshay Swaminathan on leveraging data science for business success.

June:

  • Chris Lloyd Mostyn on mastering project requirements in financial transformation.
  • David B Horne on fundraising, scaling businesses, and the challenges faced by diverse founders in venture capital.

Episodes mentioned:

91. What VCs want from a CFO with David Foreman, VC Managing Director at Praetura Ventures09 Aug 202201:01:15

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In the latest episode of CFO 4.0, Hannah Munro talks to David Foreman, self-proclaimed 'worst accountant ever'. After dabbling in finance and investment banking, David realised his passion lay in helping founders build their businesses from the ground up and founded Praetura Group, specialists in lending and equity solutions for start-ups & SMEs. David runs the VCs group of Praetura Ventures.

Also covered in this episode:

90. Startup CFO to COO – Funding, Scaling and Recruiting in a startup world!02 Aug 202200:45:22

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Startup CFO to COO – Funding, Scaling, and Recruiting in a startup world!

 In the latest episode of CFO 4.0, Hannah Munro talks to Sabrina Castiglione, Chief Operating Officer at Pento.

She comes from a slightly unusual background for a CFO having studied chemistry at university, working in financial services for a number of years, and then got into the world of startups as a CFO at Tassie. 

During this session we cover:

  •  Hannah and Sabrina explore the differing needs of a business as it shifts from Seed to Series A and beyond
  • What does life as a startup CFO look like?
  • Making the shift to COO?
  • What is the current landscape for funding?
  • How has the economic climate changed what investors are looking for?
  • People vs roles – what does recruitment in a startup look like?

 

Links referenced in this episode:

Pento https://www.pento.io/
Sabrina’s LinkedIn: https://www.linkedin.com/in/scastiglione/

89. The First 90 Days as a CFO: Building Exceptional Finance Teams26 Jul 202200:46:46

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In the latest episode of CFO 4.0, Hannah Munro talks to Darren Woods, CFO at Freedom Fibre about building the ideal finance team.

Darren has a degree in Finance and Accounting in Portsmouth, over 20 years of experience working in finance including multiple CFO roles as well as a stint as a consultant helping other companies develop teams.

Also covered on this episode:

  • Darren’s passion for people and team development
  • Does finance invest enough in different skills?
  • What are the potential skill gaps in finance teams?
  • Finding the right balance of personalities and skills when recruiting in finance
  • How do you approach the assessment of skills and personal development to build the team that you want?


Links referenced in this episode:
Freedom Fibre: https://www.freedomfibre.com/
Freedom Fibre LinkedIn: https://www.linkedin.com/company/freedomfibre/
Darren’s LinkedIn: https://www.linkedin.com/in/darren-woods-4508a26/

88. The First 90 days as a CFO: Building strong and healthy relationships with your finance team19 Jul 202200:48:09

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In the latest episode of CFO 4.0, Hannah Munro talks with Jon Gruda, who is the Assistant Professor of organisational behaviour at Maynooth University.

Jon has a joint PhD in Management and Psychology and is currently researching the role of leadership; the relationship leaders have with their followers and what that means in regards to the changes in management.


 Also covered in this episode:

  • Building and developing the right relationship between a leader and follower
  • How to set yourself up for success as a leader before you even start the role
  • What does a good relationship look like?
  • The differences between a leader and a mentor
  • What characteristics make a strong leader?


 Links referenced in this episode:

87. Financial Transformation Live: Breaking the Year-End Stress Cycle12 Jul 202200:38:56

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We all know that year-end is the time of year that most finance teams dread but surely we shouldn’t have to work late, avoid taking holidays or feel stressed out about it, it happens every year! So, we have a challenge for you - how about we make next year’s year-end the least stressful to date? Whilst it's fresh in your mind, join us on the newest FTL session as we unpick the factors that stress us out at year-end and put forward strategies to deal with them.

Links for this episode:
Learn More about Financial Transformation
Follow us on LinkedIn for our Live Sessions

86. How to do Financial Transformation Successfully with Michael Ryan, Founder of Finance Transformation UK05 Jul 202200:44:36

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In the latest episode of CFO 4.0, Hannah Munro talks with Michael Ryan, the Founder and Managing Partner of Finance Transformation UK. 
 
Michael is an independent transformation consultant who previously has worked for several large corporates including Argos and Whitbread and we discuss what it takes to do Financial Transformation well.
 
 Also covered in this episode: 

  • Michael discusses his 25-year history with Financial Transformation 
  • The opinions on what is the secret sauce to success in terms of adoption 
  • What are the big mistakes found in transformation projects? 
  • The difference between Project Management and Program Management
  • The top tips for someone who wants to embark on a financial transformation project

Links referenced in this episode: 

85. CFO 4.0 The evolution of the finance leader - Sage's Latest Research27 Jun 202200:33:37

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The Redefined CFO - Sage's Latest Research - The latest and aptly named CFO 4.0 Report from Sage brings you the results from the latest study of global CFOs on how the role has developed. After the success of our joint panel at Accountex, we've invited Richard Moorin (Head of Finance, Sage) and Mark Jackson (VP of Medium, Sage) to discuss the findings on the podcast. 

This time the tables have turned and Mark takes over hosting the show whilst Richard and Hannah discuss the outputs. Topics covered in this week's episode include:

  • The three personas that the Redefined CFO
  • The increasing importance of ESG and value-led finance
  • Some interesting and unusual stats that came out

If you would like to learn more, listen to the podcast or download the report yourself, click here.

84. The Rise of Disinformation and the Increasing Risk to both Finance and Business, with Alan Jagolinzer, Professor of Financial Accounting at Cambridge Judge Business School14 Jun 202200:52:37

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In this latest episode of CFO 4.0, Hannah Munro sits down with Alan Jagolinzer, Professor of Financial Accounting at Cambridge Judge Business School.

Alan is a member of the editorial boards of The Accounting Review and The Journal of International Accounting Research. In 2015, he was a Fellow of the International Accounting Standards Board, London.

Also covered in this episode:

  • Alan’s background and his journey from Pilot to Professor of Financial Accounting at Cambridge Judge
  • What are the risks within finance?
  • Is it something CFOs should be concerned about?
  • What can be done to mitigate exposure?
  • Importance of bringing awareness to disinformation

Links referenced in this episode:
Alan's LinkedIn

83. CFO Stories: The Future Focused CFO - James Owen, Global CFO at Kantar07 Jun 202200:51:33

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In this episode of CFO 4.0, Hannah Munro chats with James Owen, Global Chief Financial Officer at Kantar, about the Future Focused CFO,  and how to build a transformational mindset within your finance team.

Also covered in this episode: 

  • James’ journey to becoming Global CFO of Kantar Profiles & his work with CIMA/AICPA
  • How has the CFO role changed and how will the CFO role change over the next few years?
  • How far away are we from where we need to be within the CFO role? 
  • What is holding CFOs back from stepping into that role?
  • How to build a transformational mindset within your finance team
  • What are the challenges with managing a global team?
  • What key things do you need in place to be a successful CFO?
  • Understanding cultural differences within a finance team
  • Critical changes finance leaders need to make for the future
  • What James is doing to set his team up for success both now and in the future

Links mentioned in this episode:
James' LinkedIn
Kantar
Listen to more episodes

82. Financial Transformation Live - A Framework for Building a Future Proofed Chart of Accounts31 May 202200:56:53

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In this session, Hannah Munro talks about how you can re-design your Chart of Accounts (COA). Ideal for those who are thinking about or currently going through the process, we give you the methodology and the framework to ensure that you not only make no mistakes but that you design a robust COA that can deliver on your reporting needs, ensuring it is futureproofed so you won't have to re-do it again next year!

Links for this episode:
Learn More about Financial Transformation
Follow us on LinkedIn for our Live Sessions
Register for our Upcoming Webinar: Sage Intacct's Multi-Dimensional Nominal

180. Scaling Up FACE off: Breaking Venture Capital Barriers with David B. Horne11 Jun 202400:47:12

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Join Hannah Munro as she interviews David B. Horne, Founder of Add Then Multiply and Funding Focus. With over 20 years of experience as a CFO, David shares his wealth of knowledge on fundraising, scaling businesses, and the challenges faced by diverse founders in the venture capital industry.

Key topics covered include:

  • Insights from David’s extensive experience as a CFO across various industries and his transition to running his own business.
  • The current market difficulties, inherent gender biases, and the lack of diversity in the venture capital industry.
  • Exploring crowdfunding, angel investing, and family offices as viable alternatives for conservative growth plans.
  • David’s FACE methodology (Fund, Acquire, Consolidate, Exit) for driving business growth and successful scaling.
  • Key considerations and best practices for merging and integrating businesses post-acquisition.
  • The critical role of CFOs in financial modelling, scenario planning, and ensuring the financial health of the business.

Links mentioned: 

81. The Increasing Importance of Understanding and Communicating Value in Finance - with Clive Webb, ACCA, and Tim Barber, University of Hull24 May 202200:50:56

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In this episode, Clive Webb and Tim Barber join Hannah Munro to talk about the increasing importance of understanding and communicating value in finance.

Clive Webb, Head of Business Management at ACCA. Clive deals with business and technology-related matters from the perspective of the CFO. 

His research interests include the application of digital technologies to the finance function, and how they impact the people and processes they support. 

Clive has a particular interest in the personal developmental aspects of an organisation.

Tim Barber has worked in the Business Consulting arena for nearly 30 years, with UK, Australian, and Saudi Arabian consultancy practices, following 7 years of line management experience in logistics and operations. 

In June 2021, Tim was appointed a Visiting Fellow at Hull University’s faculty of Business, Law, and Economics, with a focus on exploring the potential for the employment of relevant systems thinking to support the successful adoption of social value principles into business. 

He is also currently on the advisory boards for a couple of new businesses that are focused on addressing the sustainability agenda. 

What else is covered in this episode?

  • What is the change that we’re seeing in finance teams and what does that have to do with value?
  • How do we define value?
  • How value goes beyond economic impact
  • What are the components of economic value identification?
  • Examples of the value identification conversation
  • What this means for the skills in finance

Links referenced in this episode
Clive's LinkedIn
Tim's LinkedIn
ACCA Website

80. Why Finance Needs to Invest in its People - with Ash Noah, CIMA & AICPA17 May 202200:39:01

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In this episode of CFO 4.0, we have a return guest, Ash Noah, Vice President, CGMA External Relations at the Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, to talk to us about finance, mindset vs skills, and how the existing workforce needs to adapt.

In his role as Vice President, Ash serves as a liaison to CFOs and CEOs to understand how finance teams are evolving and guides the Association’s initiatives to help management accountants create more value for their organisations. 

What else is covered in this episode?

  • What new skills/mindsets does the finance workforce need for the future?
  • What does the structure of this new organisation look like?
  • What's driving the urgent need for change? What will happen if we don’t?
  • Where is the next generation of finance teams going to come from?
  • How does the existing workforce need to adapt?
  • How do we address the non-technical skillsets needed?

Links mentioned in this episode:

Download the slides PDF
Follow Ash on LinkedIn
Sign up for our CFO Briefing and Podcast newsletters

79. Future of the CFO Role - Research Discussion with Clive Webb, Head of Business Management, ACCA10 May 202200:44:16

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Clive Webb, Head of Business Management at ACCA, returns to the CFO 4.0 Podcast, to chat about the future of the CFO role, and discuss the key insights which came from Clive’s research.

Also covered in this episode:

  • The gap of perception between what a CEO wants and what a CFO thinks a CEO wants in the role
  • What are the areas CFOs aren’t focusing on, but they should?
  • How to grow the next generation of CFOs?
  • The virtual CFO and what they can bring to an organization
  • What skill sets are valuable to a CFO?

Links mentioned in this episode:
Clive's LinkedIn
ACCA Website

78. Financial Transformation Live - Re-engineering your Finance Processes03 May 202200:55:18

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Missed our last Financial Transformation Live session over on LinkedIn or YouTube?

No need to worry, you can listen to it here on our CFO 4.0 Podcast!

In this Financial Transformation Live session, Hannah covers how you can rethink and redesign your existing finance processes to improve productivity and allow your team to focus on the things that add value.

Also in this episode:

  • How to identify where to focus your process improvement efforts
  • Tools & techniques for brainstorming solutions to process problems
  • Top tips for implementing process changes

Links mentioned in this episode

Learn more about Financial Transformation Live
PDF Presentation for this session
Getting started guide to streamlining your finance processes | Free download!
The 11 biggest benefits of finance process mapping | Blog
Automating your finance team with Sage Intacct | On-demand Webinar
Sign up to our mailing list to receive podcast alerts

77. Making the shift from CFO to Board with Fiona Hathorn, CEO of Women on Boards UK26 Apr 202200:43:52

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In this episode of CFO 4.0, Hannah sits down with Fiona Hathorn, CEO of Women on Boards UK, to chat about balancing the cultural fit with bringing something different to the Board, and top tips on setting out on your Board journey.

Fiona is the CEO of Women on Boards UK alongside advising a number of different boards and organisations, including Advisory Panel Member for the FRC, Advisory Board Member to Spktral, advisor to Peel Hunt, and Chair of Hanx's Nominations Committee.

This episode also covers:

  • What skills & knowledge do you need to be on a Board? And how do you get them?
  • How to find and identify Board opportunities? And how to identify if it’s a good opportunity for you
  • How to make yourself stand out as a potential Board candidate?
  • What does a typical Board recruitment process look like?
  • Top tips on interviewing well

Links mentioned in this episode:

Fiona's LinkedIn
Women On Boards UK Website
itas Website

76. CFO Stories: The Unconventional CFO with Jeremy Foster, CFO, Talroo19 Apr 202200:40:13

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In this episode of CFO 4.0, Hannah Munro chats to Jeremy Foster to discuss the role of the CFO, and the benefits of not thinking like a traditional CFO.

Jeremy is Chief Financial Officer at Talroo. He has more than fifteen years of experience as a senior executive, mainly in the technology and banking field. Jeremy has been CFO or COO for 3 Inc. 5000 companies, two of which have made the Inc. 500. 

Also covered in this episode:

  • Jeremy’s unconventional journey to becoming CFO
  • Benefits of not thinking like a traditional CFO
  • Optimising finance structure and team design to achieve an agile finance function
  • Insights into financial and resource strategy for high growth
  • Top tips on how to approach marketing investments
  • Jeremy’s essential tool list to create agile finance functions  

Links referenced in this episode
Jeremy's LinkedIn
Talroo


75. The Pandemic and Beyond with Clive Webb, Head of Business Management, ACCA12 Apr 202200:41:02

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In this episode of CFO 4.0, Hannah Munro talks to Clive Webb, Head of Business Management at ACCA. Clive deals with business and technology-related matters from the perspective of the CFO.

 This episode covers the Pandemic and Beyond for finance, and also explores the research Clive carried out about the pandemic, and also the future of finance as a function.

Also covered in this episode:

  • Update on current research in the ACCA professional insights team
  • COVID and the shift it has created within the role of finance
  • Impact of volatility has had on the demands from the finance organisation
  • New data skill sets needed within finance teams
  • The importance of technology to the future of finance

Links referenced in this episode:
Clive's LinkedIn
ACCA Website
Finance's Journey to the Future Article

74. Financial Transformation Live - Getting started with mapping out your finance processes05 Apr 202200:46:16

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Join us for the next instalment of Financial Transformation live where Hannah Munro talks about how to get started with mapping out your finance processes!

Topics Hannah covers include:

  •  Top tips for getting started with process mapping
  • What process mapping tools do we use?
  • How to approach process mapping within your team
    ...and so much more!

Links referenced in this episode:

73. How to deal with shifts and transformations within finance teams with Chris Argent, Founder of Generation CFO29 Mar 202200:41:49

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On our newest episode of CFO 4.0, Hannah sits down and chats with Chris Argent, Founder of Generation CFO.

In 2009, Chris was frustrated by poor systems, poor reporting, and lack of time. It was in 2009 that he created Generation CFO. It started off as a small group over on LinkedIn, and is now a huge community with almost 70,000 members!

What else is covered in this episode?

  • Chris’s journey to Generation CFO
  • The shift in finance Chris has seen during his time at Generation CFO
  • What changes are happening in finance teams today?
  • Importance of people to the technological shift that’s happening
  • Fixing processes vs automating them
  • Getting started on your transformation journey

Links referenced in this episode

Join the Generation CFO Group on LinkedIn
Follow Chris on LinkedIn
Find out more about Generation CFO here


72. CFO Stories: Getting that first CFO role with Billy Scanlan, CFO at The Marketing Practice 22 Mar 202200:42:33

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On this episode of CFO 4.0, Hannah chats to Billy Scanlan, CFO at The Marketing Practice.

Billy joined The Marketing Practice in 2021, but has previously helped scale fast-growth, private equity-backed B2B businesses. In this episode, the two talk about getting that first CFO role, and how you can build your skills and capabilities to make you a good candidate for your first CFO role!

What else is covered in this episode?

  • What is The Marketing Practice?
  • Why Billy chose The Marketing Practice as his first CFO role?
  • How to build the skills and capabilities to make you a good candidate for your first CFO role?
  • How to find your first CFO role?
  • What questions to ask before accepting the offer?
  • How to make your first 90 days a success in your new role?

Links referenced in this episode
Billy's LinkedIn
The Marketing Practice Website

179.Blueprints for Transformation: Revamping Finance with Chris Lloyd-Mostyn04 Jun 202400:49:18

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Join Hannah Munro as she interviews Chris Lloyd-Mostyn, Senior Business Partner, on his extensive experience driving financial transformation at BT Group. In this episode of CFO 4.0, Chris shares detailed insights into the complexities and strategic decisions involved in managing one of Europe's largest finance transformation projects. 

Key topics covered include:

  • Understanding the initial state of BT's finance systems and the decision to undergo transformation.
  • How the project was scoped, planned, and the strategic pivot to cloud computing mid-way through.
  • The intense focus required to manage data from decades-old systems during the transition.
  • Building a robust business case, revising it in response to evolving circumstances
  • Strategies for reducing operational risks and ensuring continuous compliance during the transformation.

Links mentioned:

71. Building an impactful & commercially focused finance team with Monica Arora, EVP of Commercial Finance, Sage15 Mar 202200:34:00

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On this week’s episode of CFO 4.0, we have returning guest, Monica Arora, EVP of Commercial Finance at Sage. Monica has been at Sage for almost six years helping build and develop out the commercial finance function and supporting the shift to a subscription focussed organisation. Prior to that she also worked for both Schneider Electric and Invensys PLC.

In Monica's current role at Sage, she sits on both the CFO leadership, as well as the COO leadership and we talk about what it takes to grow and develop an impactful commercial function.  

Also covered in this episode:

  • How has the commercial part of finance developed over the last few years
  • The changing criteria Sage now use to recruit people who give the right kind of insight
  • How to identify the commercial skillset during the interview process
  • Top tips on developing existing finance talent into more commercial roles
  • Importance of educating the wider organisation on core finance skills

Links referenced in this episode:
Monica's LinkedIn

 

70. The connection between sustainability and finance | with Lilly Miller, CFO at Planet Mark08 Mar 202200:40:32

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In our newest episode of CFO 4.0, Hannah Munro chats to Lilly Miller, Chief Financial Officer at Planet Mark.

Lilly is a qualified accountant and has experience managing a diverse range of businesses and supporting many SMEs from her years in Corporate Recovery and as a Financial Controller.

This episode also covers:

  • Lilly’s journey to Planet Mark
  • Where does ESG fit within a CFO role?
  • Lilly’s views on running a business from home
  • What other areas can finance contribute to in terms of sustainability?
  • Why should finance leaders try and push their ESG strategy forward?
  • How to approach sustainability 

Links referenced in this episode
Lilly's LinkedIn
Planet Mark

69. Financial Transformation Live - Reduce Your Month-End Close Time01 Mar 202200:40:16

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Join us for the next installment of Financial Transformation live where Hannah Munro will be talking about how you can reduce your month-end close!

Topics she will be covering include:

  •  Stats around typical close times
  • 4 steps to improve your month-end close
  • Using timeline mapping to understand your current close process
  • Common month-end bottlenecks
  • Where should you be focusing to improve


If you would like to learn more about our Financial Transformation Live Community, visit here.

Follow us on LinkedIn to ensure you don't miss our future sessions!

68. Connecting the dots between data and insights through storytelling in finance | with Brent Dykes, Chief Data Storyteller, AnalyticsHero22 Feb 202200:48:50

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This episode of CFO 4.0, sees Hannah Munro, chatting to Brent Dykes, Founder, and Chief Data Storyteller at AnalyticsHero.

Brent Dykes has spent more than 15 years in the analytics industry, consulting with some of the world’s most recognized brands, such as Microsoft, Sony, Nike, Amazon, and Comcast. Brent brings a unique perspective on data storytelling, and how to communicate data effectively.

Brent is a regular Forbes contributor, publishing more than 30 articles on various data topics. He has also published his latest book, 'Effective Data Storytelling: How to Drive Change with Data, Narrative, and Visuals'.

What's covered in this episode?

  • What is a Chief Data Storyteller?
  • Brent's journey to AnalyticsHero
  • How to communicate insight within finance teams
  • Frameworks that are being used to share insight throughout finance teams
  • How to convey financial data through stories
  • Top tips for getting into data storytelling for finance leaders


Links mentioned in this episode:
Brent's LinkedIn
Brent's Forbes articles

67. Building a global and scalable finance function – with Andrew Collis, CFO at Moneypenny15 Feb 202200:38:56

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In this episode of CFO 4.0, Hannah chats to Andrew Collis, CFO at Moneypenny. Moneypenny is the leading outsourced communications provider supporting businesses globally with outsourced switchboards, telephone answering, live chat management, and much more. 

Andrew started his career at Deloitte and joined Moneypenny with a wealth of experience and a passion for people-based organisations. Andrew is an expert in helping to scale up global businesses and driving rapid growth plans. 

This episode also covers:

  • Andrew’s journey to Moneypenny
  • Building a people-first culture at Moneypenny
  • Building and bringing together a global finance team
  • Top tips for starting a new finance leadership role
  • Preparing companies for growth
  • Leading finance during change and transformation

Links referenced in this episode
Andrew's LinkedIn

66. 5 Steps for Getting Started with your ESG Strategy | With Victoria Gillespie, JTC08 Feb 202200:38:45

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In our newest episode of CFO 4.0, Hannah chats to Victoria Gillespie, who leads the ESG Commercial Service offering for JTC, and supports the Chief Sustainability Officer to deliver the ESG Strategy. 

They talk a little about Victoria’s journey to JTC, and what the Environmental, Social, and Governance (ESG) framework means for businesses.

Throughout the podcast, they cover several topics, including:

  • Victoria’s journey to JTC
  • Different frameworks that are out there
  • What is ESG?
  • Where ESG should sit within an organisation?
  • What shift Victoria has seen in terms of ESG, and the requirements around Brexit, COVID, and Climate Change
  • Is ESG a requirement?

Links referenced in this episode:
ESG and JTC
Victoria's LinkedIn

65. Financial Transformation Live - Breaking the Excel Addiction01 Feb 202200:40:11

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In this episode of CFO 4.0, we're bringing you the first-ever episode of Financial Transformation Live.

This is a recording of a LinkedIn Live & YouTube Live session that took place on the 26th of January at 11 am, which we've turned into a podcast for our CFO 4.0 listeners! 

In this session, Hannah Munro is talking about all things spreadsheets!

  •  Are you guilty of having an addiction to spreadsheets?
  •  How do you know if you have a problem?
  • What are the dangers of relying on spreadsheets?
  • How can you move away from relying on spreadsheets?


Links referenced in this episode:
Excel Audit Template Download
Blog, 10 spreadsheets you shouldn’t have in your finance teams
Webinar, 8 Ways Sage Intacct helps you get rid of Excel Spreadsheets
Check out our upcoming Financial Transformation Live events and subscribe to alerts



64. The Research Behind Successful Transformation Projects25 Jan 202200:21:44

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Join us on this episode of CFO 4.0, as Hannah Munro takes you through the research behind successful transformation projects, and why some financial transformation projects fail.

What else is covered in this episode?

  • Current statistics around Financial Transformation
  • What causes Financial Transformation Projects to fail?
  • Practical steps to make your next project a success?
  • Top tips for successful transformation

Links mentioned in this episode
Sage Transform PDF
Sign up for our CFO Briefing and Podcast newsletters

63. CFO Stories: Finance Resolutions for 2022 - Getting the right people, processes, and systems in place with Nick Rose CFO of Enable12 Jan 202200:38:07

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In this episode of CFO 4.0, Hannah Munro chats to Nick Rose. Nick is CFO at fast-growing Silicon Valley VC-backed Enable and joined to help drive the company’s rapid and international expansion which he has been doing for a few years. 

He joined Enable from U.K.-based building materials wholesaler Travis Perkins plc, where he spent 16 years in a range of finance director and transformation program director roles. We discuss his experience leading and managing transformation, as well as his learnings from the latest ERP project. 

This episode covers:

  • Nick's transition from wholesale and distribution to a SAAS business
  • His ambitions for the role of finance
  • How to structure responsibilities within a finance team
  • How systems and platforms can impact your finance teams
  • Finding the right team members who have the right viewpoint
  • Takeaways from implementing a new finance system
  • Nick's business resolutions for 2022

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62. The Final Episode of 2021 with Hannah Munro22 Dec 202100:12:14

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In this final episode for 2021, Hannah reflects back on the amazing year we've had with the CFO 4.0 Podcast. and how finance transformation has shifted due to COVID.

We wanted to say a huge thank you to those of you who have supported and listened to this podcast over the past twelve months, and we hope you'll stick around for our future episodes.

We also wanted to say a HUGE thank you to our guests who have appeared on the show.

Hannah also chats about her new project, Financial Transformation Live, and gives a little bit more insight into what that entails and how you can go about joining the sessions!

We hope you have a Merry Christmas, and a Happy New Year!🎄

If you could leave a review, it would be much appreciated.

Find out more about Financial Transformation Live here
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itas Website

178. Financial Transformation Live: Navigating Process Improvement on the Maturity Scale28 May 202400:34:44

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In this episode of Financial Transformation Live, Hannah Munro discusses the Process Improvement Maturity Scale. This session focuses on helping you understand and evaluate the maturity of your organisation's process development. Hannah takes you through various aspects of process improvement, offering insights and practical advice.

Key topics covered:

  • Overview of the Process Improvement Maturity Scale.
  • Assessing process knowledge and measuring performance with KPIs.
  • Defining process ownership and leveraging technology for digitisation and automation.
  • Stages of process optimisation and continuous improvement.
  • Importance of thorough and consistent process documentation.
  • Indicators of process effectiveness and aligning with organisational goals.

Links mentioned:

61. Soft Skills and the importance they have in Finance Teams with Howard Tunnicliffe15 Dec 202100:30:21

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In our newest episode of CFO 4.0, Hannah chats to Howard Tunnicliffe.

Howard is Head of Finance - Subscriptions at The Economist, and he helps finance people to move up by mastering soft skills, which is the main subject of today's episode! Howard is also an experienced leader of Financial Planning & Analysis with over 15 years' tenure in global matrixed businesses.

What else is covered in this episode?

  • Howard’s journey to The Economist
  • Why are soft skills so important when it comes to finance?
  • How to assess your finance team
  • Why it’s important to be aware of soft skills
  • What are the more important skills when it comes to finance?
  • Top tips to develop these soft skills within your finance team

Connect with Howard on LinkedIn
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60. Managing Accountability Successfully in Finance with Colin McDonagh, FD of TTM08 Dec 202100:40:33

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In this episode of CFO 4.0, join Hannah as she interviews Colin McDonagh, Finance Director of TTM.  TTM Healthcare is a world-class, specialist, Irish-owned recruitment company placing candidates in the healthcare market.

Colin has focused on financial services throughout his career and has been with TTM Healthcare since 2014.

What else is covered in this episode?

  • Colin’s journey to TTM
  • How to approach accountability within finance
  • KPIs and accountability
  • How to monitor and measure accountability within finance teams
  • What does the process of delegation of accountability look like?
  • IROAR – what does it mean?

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59. Building an internal Framework for Financial Modelling with Ian Schnoor, Executive Director at Financial Modelling Institute 02 Dec 202100:42:26

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On this episode of CFO 4.0, Hannah talks to Ian Schnoor, who is the Executive Director at Financial Modelling Institute.                

Ian is also a Principal and Founder of The Marquee Group, a leading provider of financial modeling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, consulting, and accreditation.

Also covered in this episode:

  • Ian’s journey into Financial Modelling
  • What is financial modelling?
  • What makes a good financial model?
  • The process and framework behind a good financial model
  • The skillsets people need to take on this role
  • Top tips for building financial modelling capability internally

Links referenced in this episode:

Ian's LinkedIn
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58. The Digital CFO - Research Report from Sage – with Monica Arora, EVP Commercial Finance at Sage24 Nov 202100:32:30

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In our newest episode of CFO 4.0, Hannah chats to Monica Arora, EVP Commercial Finance at Sage. They talk all about the research report from Sage, and how COVID has had such an impact on finance teams.

Monica has been at Sage for almost six years but has previously worked at Schneider Electic as a Finance Director.

In Monica's current role at Sage, she sits on both the CFO leadership, as well as the COO leadership.

This episode also covers: 

  • Monica's journey to Sage
  • Tools CFOs and other finance leaders need to shift to commercial finance support
  • Do people have a natural aptitude for commercial, or can it be taught?
  • What are some of the key findings from the report?
  • What are some key challenges that CFOs are addressing?
  • What impact has COVID had on finance teams?
  • How widely has cloud been adopted, and what does this mean for organisations?
  • The Digital CFO - what does it mean for organisations?

Download the Research Report here
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57.Creating a Growth Mindset as a CFO with Tony Shafar10 Nov 202100:42:09

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In our newest episode of CFO 4.0, Hannah speaks to Tony Shafar, Executive and Business Coach at Shafar Coaching.

Tony has over 20 years of business experience, working in senior positions for FTSE 100 companies, and smaller businesses, along with technology start-ups.

He spent 10 years working as a Finance Director for Ogilvy, where he was a key member of the senior management team. 

Tony is now an executive coach,  working with mainly finance leaders on mindset and helping them get clarity, overcome challenges and gain confidence. 

What else does this episode cover?

  • What is a growth mindset?
  • Challenges of having a fixed mindset
  • Strategies you can implement to get you and your team thinking differently
  • What can you do as a finance leader to help your team develop their own mindsets? 
  • Creating that ‘open book’ culture

Links referenced in this episode
Shafar Coaching
Tony's LinkedIn
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If you'd like to get in touch with Tony, you can send him an email at: tony@shafarcoaching.com

56. CFO Stories: The Curious CFO with Paul van der Walt, CFO, greenHat03 Nov 202100:44:52

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On this week’s episode of CFO 4.0, we have CFO at greenHat, Paul van der Walt joining us to discuss the power of curiosity and what it means for CFOs.

An experienced CFO, Paul has a career shaped with a combination of analysis, business partnering, and leadership. A naturally curious individual, he wants to learn how things tick. In the past, he has worked as a CFO for Specsavers, and was a Senior Finance Manager at Heathrow Airport. 

In this session we talk all about the importance of curiosity both as a leader but also within a team culture. 

This episode covers:

  • Paul’s background and his journey into the finance world
  • The definition of curiosity in finance
  • What does #GetCurious mean for him and why is it important in finance?
  • What does a curious CFO look like?
  • What are the downsides/shadow behaviours with curiosity?
  • Can curiosity be taught or is it a natural ability?
  • Building a culture that supports curiosity

Pauls LinkedIn
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55. Shifting from Maps to a Satnav World – Understanding the shift in the way that Boards make decisions | with Patrick Dunne27 Oct 202100:37:42

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In this week’s episode of CFO 4.0, we talk about how Boards are now transitioning to a new way of making decisions and what CFOs need to do to support this. 

Patrick is a returning guest, the Author of “Boards”, is an Experienced Chair and Serial Social Entrepreneur. He talks us through the how's, what's and why's of how Boards are shifting to a new dynamic decision making process.

In this episode, we discuss: 

  • How has the pace of decision making changed and what is driving it?
  • How are Boards and senior leadership teams approaching decision making in this volatile world?
  • How are CFOs required to work with the Board?
  • Strategies to budget as a Board in an everchanging environment
  • Systems and Processes needed to be able to cope with this change

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54. Building a Transformation Mindset in Finance | with Rob Jackson, VP of Finance Operations at Sage20 Oct 202100:44:32

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Is financial transformation so black and white, or is there a grey area somewhere in the middle? Today we talk about the importance of mindset to your transformation programme. 

In the latest episode of CFO 4.0, Hannah Munro chats to Rob Jackson, VP of Finance Operations at Sage about how they do financial transformation internally. 

Rob has had over 20 years of experience within the transformation roles across a range of industries. He has worked for IBM, BAE Systems, Ernst and Young, BT, and is now settled at Sage as Vice President of Finance Operations where he leads their internal transformation programme. 

This episode also covers:

  • Rob’s journey into financial transformation and why he decided to move to Sage
  • How Sage approaches transformation internally and some of the challenges they have faced
  • Process of kicking off a new financial transformation project
  • Importance of communication particularly when working with a global team
  • How to build a team geared up for continuous transformation
  • The team structure needed to balance both transformation and operations
  • Top tips for your next transformation project

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53. Leading on Diversity in Finance - with Kay Formanek13 Oct 202100:44:47

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We all know that Diversity is critical to the success of any business but why is it so hard to address?

What do leaders need to consider in their approach to building diversity and how do you know when you have achieved it beyond the typical demographic KPIs.

Kay Formanek Author and Founder of Diversity and Performances talks us through the strategic and practical aspects of building a diverse team.

What's covered in this episode?

  • Definitions of Diversity beyond demographics
  • Key pillars required for Diversity Success
  • Building a diversity vision and value statement
  • Practical examples of unconscious bias during recruitment and how they were addressed
  • Leadership approach required for Diversity Success

Links referenced in this episode:
Kay's LinkedIn
Beyond D&I Book
Diversity and Performance Website
Raise your game with Sage Intacct
First 90 Days as a CFO: Ultimate Blueprint (FREE download)
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52. How technology can enable hybrid working for finance teams - with Paul Lee, Partner at Deloitte28 Sep 202100:46:24

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In this episode of CFO 4.0, Hannah chats to Paul Lee, who is a Partner at Deloitte UK.  This episode focuses entirely on the hybrid of working at home, and at the office.

What else is covered in this episode?

  • Working from home, hybrid and back to the office - what is the right option?
  • What questions should finance leaders consider for hybrid workers
  • What technology trends are developing to support the new world of work
  • How 5g/wifi 6 going to impact the world of work

Links referenced in this episode
Paul's LinkedIn
Raise your game with Sage Intacct
First 90 Days as a CFO: Ultimate Blueprint (FREE download)
Sign up for our CFO Briefing and Podcast newsletters

177. Data-Driven Decisions: Insights from 'Winning with Data Science’ with Howard Friedman and Akshay Swaminathan21 May 202400:49:08

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Join Hannah Munro in this episode of CFO 4.0 as she delves into the power of data science with Howard Friedman and Akshay Swaminathan, authors of "Winning with Data Science." This episode is packed with expert insights on how CFOs and finance leaders can leverage data to make smarter decisions and drive their organisations forward.
 
In this episode:

  • Learn the essentials of data science and how it can influence decision-making processes in business.
  • Howard and Akshay share their diverse experiences and paths to becoming data science experts.
  • Techniques and tools that can enhance accuracy in forecasting future business needs.
  • Discussing the practical application of AI and machine learning in business settings and their real-world efficacy.
  • How to handle and interpret data correctly, avoiding common pitfalls like biases and misinterpretation.
  • Strategies for integrating data science into business operations to improve outcomes and efficiency.
  • Concrete advice for CFOs on implementing robust data-driven strategies within their organisations.

Links mentioned:

51. Keeping the ethics in finance through challenging times - Interview with Director of Finance at Mama Shelter21 Sep 202100:42:37

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 In the latest episode of CFO 4.0, Hannah Munro chats to Maneesh Singh, Director of Finance at Mama Shelter. Mama Shelter is a hospitality brand, with 2161 rooms, 15 restaurants, and 750 employees in 14 cities and 9 countries.

What is discussed on this episode:

  • Maneesh's journey into his role at Mama Shelter
  • Managing a team during the pandemic
  • Ethics in business
  • How important are relationships with suppliers?
  • Plans for the future at Mama Shelter

Links referenced in this episode
Maneesh's LinkedIn
Mama Shelter
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50. Hiring CFOs and the changing face of recruitment during COVID - with Phil Scott, MD at FD Recruit07 Sep 202100:38:03

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In this episode of CFO 4.0 Hannah and Phil Scott, Managing Director of FD Recruit, get to grips with the recruiting of CFOs looking to make their next move. Phil is the founder of FD Recruit, a recruitment consultancy specialising in spotting talented FDs and CFOs looking for their next career opportunity. 

COVID as you would expect, had a detrimental effect during lockdown, but it’s business as usual now as the country emerges from the Pandemic. 

If you’re looking for progression and an upwards curve when it comes to your career or even tips on how to futureproof your skills, this is the episode for you!

 

Topics Covered

  • CFO and FD recruitment
  • Hybrid and Flexi-working 
  • Networking and Interpersonal skills
  • Technology and the changing role of FDs and CFOs
  • Social Media and Marketing

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49. What does the future of AI look like for finance teams moving forward - with Raj Harash, Director of Sales at YayPay30 Aug 202100:37:33

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Talking to Hannah on this week’s CFO 4.0 podcast is Director of Sales at Yaypay, Raj Harash. 

Raj is a whizz at simplifying and streamlining processes. He says that he can make collecting money fast, easy and highly predictable by using inbuilt AI technology. 

The issue of non-payment can be a sticky one, but Raj believes it can all be avoided if the right tools and software is implemented.

Topics Covered

  • AI and Machine Learning in Finance
  • CRM and ERP software
  • Integrating Credit Control into the business
  • CCJ and bad payers
  • CFOs and automation
  • Forecasting and predicting financial models

Links referenced in this episode
First 90 days as a CFO: Ultimate Blueprint
Raise your game with Sage Intacct
Raj's LinkedIn
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