Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

CFO to Chief Trusted Advisor:

Earning that Role with Your CEO

• Deliver strategic insights to your company’s CEO

proactively

• Earn the position of Chief Trusted Advisor for your CEO

• Anticipate key questions your CEO & Board of Directors

will ask before they are asked

After attending this event you will be able to:

Learning Objectives

Proformative is the leading educational resource for corporate finance

professionals.

Announcing the new Proformative Academy:

• On demand video courses taught by peers and SMEs

• Over 150 finance and accounting courses and growing rapidly

• CPE for CPAs, CMAs, CTPs, and CIAs

Check it out at www.ProformativeAcademy.com

Welcome to Proformative

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

CFO to Chief Trusted Advisor: Earning

that Role with Your CEOBlair Cook, Corporate Director, Clarke Inc.

Mark Richards, VP of Finance & Operations, RBA Consulting

Vijay Ramakrishnan, Director, Cloud Solutions, Intacct

Trusted Advisor to the CEO

• The definition of a Trusted Advisor

– What does the CEO want? Need?

– Identifying attributes

Developing the Necessary Perspective

• Establishing rapport

– CEO, Board

– Executive peers

• Understanding the business

– Mission/vision, strategy, execution

– Observing the company, the market

• Monitoring the business - KPIs

Potential Challenges

• Aligning with CEO perspective, executive perspectives

• Preconceptions about the role of finance

• Lack of time

• Lowered trust: mistakes and recovering from them

Your Team and Its Impact

• Trusted advisor or trusted team?

• Managing your team

– Team strategy

– Hiring and skills

– Role of automation and technology

Technology and Its Impact

• Finance ownership of corporate technology

• Understanding how technology shapes company

success

• Quality, granularity, business relevance of data

Why Financial Managers Love Intacct

Track true financials and operations

Visibility for planning/strategy

Flexibility as needs change

Drive performanceand growth

Managing for Long-Term

Process automation

Oversight and controls

Accuracy and compliance

Make my businessmore efficient

Better Every Day

With Intacct, you can do both

Growth Companies Rely on Intacct

Services Consumer

HealthcareSoftware

HospitalityOtherNonprofit

FOUNDATION

8,500+ Companies

Real

Value51,000+BusinessEntities

95%Customer

Satisfaction

Thank you for your interest in this presentation.

View the on-demand webinar or download the full

presentation at:

www.Proformative.com

CFO to Chief Trusted Advisor: Earning that

Role with Your CEO