I am excited to announce the publication of my new book Pitching to Win: Strategies for Success! During my more 30 years of experience as a CFO and financial strategist, I have come across many businesses who do not understand the concept of financial readiness. This is particularly important if they are attempting to ready a company… | Read the full article »
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C-level executives, particularly financial executives, historically have relied exclusively on their technical abilities and work ethic to advance up the corporate ladder, within the same organization. My father talks about when recruiters came to Georgia Tech in 1959 to discuss with upcoming graduates their potential future with the company, including their retirement plans. The expectation… | Read the full article »
Placing paper checks in the mail to vendors places your company at risk if you are placing them in the mail without Positive Pay. Why don’t you just play Russian roulette with a full chamber or ride a motorcycle without a helmet? That may seem a little over the top, but the paper check is… | Read the full article »
I have had the opportunity to work with creative, tenacious entrepreneurs who add disruptive technology and new functionality to our world. I understand that as these wonderful people are creating, they do not always think about the best way to maintain the sales and customer infrastructure they need on the back end. A new court… | Read the full article »
Do you have your head in the sand – have you ignored my advice about being prepared for the Florida hurricane season? Here are critical items you should consider now that will help you keep your head out of the sand by being prepared. The good news: Weather.com’s Hurricane Central reports a less active hurricane… | Read the full article »
Money is everywhere! Banks, investment firms, and alternative lenders are getting incredibly creative with their marketing tactics to find companies to purchase and invest in. CEOs and Founders can become exuberant and confident they are the next best thing since Uber – Unicorn status is right around the corner in this market. They are a… | Read the full article »
During an especially stressful day, I decided a Whole Foods Green smoothie was just the thing to help relieve the cortisol I felt building in my system. Their green smoothie is one of my favorite drinks, I can just feel the goodness going down. I ran into Whole Foods, straight to the juice/smoothie counter. There… | Read the full article »
Entrepreneurial growth companies, nonprofit agencies, and governmental organizations are all becoming alike in one way – they are seeking capital to carry forward their mission; however, they also compete for the same pool of high net worth individuals, venture capitalists, and private investors. From this evolution comes the new challenge for each American – to… | Read the full article »
Working in a professional environment is overwhelming – there is always too much work to do and not enough time or resources to get it all done. It is easy to convince yourself if you do one more task, your to-do list will look better in the morning. That one thing can turn into a… | Read the full article »
A CFO has the financial birds-eye-view to develop forward-looking strategic thinking; they understand different cash management policies to help through challenging times; they help prepare a company for both the known and unknown or unexpected financial obligations, using strategies that make sense for the circumstances. Do you launch bleeding-edge products? If so, you understand it’s… | Read the full article »