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📈 CFO Success Series: Treasury Part 3 – Equity Financing 💡 2 weeks ago we kicked off our CFO Success Series on Treasury - Capital Planning, followed last week by Treasury - Debt Financing. Today we close the series discussing equity as a financing tool. In Part 3 of the Treasury Success Series, CFO.University explores equity financing—an essential option for raising capital that involves selling an ownership stake. While it may not be the first choice for many, equity can offer significant benefits when debt financing is unavailable or insufficient. 🔑 Key Points: Common Stock: Investors gain ownership rights and potential dividends. Preferred Stock: Offers fixed dividends, blending some debt-like features with ownership. Mezzanine Debt: A hybrid approach that has debt qualities and gives the holder an option to convert the debt to equity. 🎯 Why This is Important for CFOs: Equity financing allows businesses to access capital even when debt is out of reach. It’s a strategic tool that can help fuel growth by bringing in new investors who often contribute more than just money—offering technology, expertise, or market access. However, CFOs must weigh the dilution of ownership against the potential long-term gains. 💼 Encouragement for Finance Leaders: Understanding when and how to use equity is key to shaping a sustainable growth strategy. Make sure to explore the full article to dive deeper into equity financing options and how they can benefit your business. 🚀 Read the full article here, https://cfo-success-series-treasury-part-3-equity-cfouniversity Engage. Learn. Enjoy. Grow. ✨ Stay Ahead of the Game with CFO.University! 🏫  At CFO.University, we’re all about turning finance pros into world-changing leaders 🌎🌍🌏. 👁 Want to see how you stack up? Take our CFO Readiness Assessment here: https://lnkd.in/gA-xNbG  💥 Grab our Four Pillars of CFO Success eBook here to broaden your horizons, https://lnkd.in/gK8vqr3r #CFO #CFOUniversity #EquityFinancing #CapitalPlanning #BusinessGrowth #Treasury 💰📊

🌟 Today we thank Gianluca Bisceglie for the enriching contributions he shares with our community on CFO.University. 🌟 Gianluca is a Co-Founder at Visyond,  a tool that integrates with spreadsheets to improve dashboards, automate financial statements, and collaborate on what-if and risk analyses while adding protection and security to the model. Gianluca is a 🌐 global voice on automation in finance.   Visit Gianluca's 🏛 library on CFO.University here,    https://lnkd.in/gYkVNug Two standout works from his collection include: 1️⃣ "  The Changing Role of a CFO, https://lnkd.in/eMiK9W2 2️⃣ "   Is AI the Future for Spreadsheets?, https://lnkd.in/gZqVvS6u 🙏🏼🙏🏼 Thank you,  Gianluca, for sharing your work with our community at CFO.University! 📚 I am the Founder of and Chief Learning Officer at CFO.University 🏫 CFO.University is a professional development center for CFOs and aspiring CFOs. Our Mission:   Develop world changing finance leaders 🔔   To see more content ring the bell on my profile 🎬 Visit our CFO Talk video series with global experts transforming the role of the CFO, https://lnkd.in/gMMb8SP 📚 Learn about the Four Pillars of CFO Success here. https://lnkd.in/gK8vqr3r #CFO #CFOUniversity #AI #CFOLeadership #Gratitude Besnik Vrellaku

📊 Dashboards: A Secret Weapon for Strategic FP&A 💥 Finance pros, it’s time to elevate your approach to FP&A! Olga Rudakova, FCCA’s article, "Why Dashboards are a Powerful Tool in FP&A," breaks down how dashboards go beyond simple performance tracking—they can be transformational tools for strategic insight. 🚀 With dashboards, we’re not just monitoring numbers but leveraging them to drive meaningful change. Here’s are a few ways to do that: 📌 Choose KPIs That Matter Selecting the right KPIs drives your team’s efforts and shapes your organization’s direction. Think beyond traditional metrics—“what you measure, you become.” 📌 Break Free from Legacy Reports Old FP&A reports don’t fit the dynamic, tech-driven world we operate in today. Move away from outdated targets and explore more flexible, relevant benchmarks, like industry averages. 📌 Beyond Drilldowns Drilldowns aren’t enough. Dashboards can help analysts uncover why issues are occurring—not just describe them. 💡 Dashboards aren’t just reporting tools; they’re an essential element of modern strategic finance. To revamp your FP&A with powerful, insight-driven dashboards study Olga's full article for practical tips & search 'Dashboards' at CFO.University. 💥 For 🔗links to both see the first Comment box below. 💥 Engage. Learn. Enjoy. Grow.                                                                    🏫 CFO.University is a professional development center for CFOs and aspiring CFOs 🌎 🌍 🌏 Our Mission:   Develop world changing finance leaders 👁  Learn where to target your professional development with the CFO Readiness Assessment (Link in the Comment box below) Changing the world of Finance, one CFO at a time! 🚀 #CFO #CFOUniversity  #Dashboards #accounting #finance #treasury  #leadership #cfodevelopment #strategiccfo

🌟 How to Foster a Cash Culture & Improve Financial Performance 🎯 👤 In this clip from the webinar, titled "Streamlining Financial Performance: The Power of Daily Reports," Treasurer Brian Jorgensen shares powerful strategies that transformed Bose Corporation’s financial operations. 📝 Key Lessons: 🔍 Daily Visibility: Discover how generating daily cash reports using SAP, Power BI, and Snowflake has enhanced decision-making and financial clarity. 💼 Accountability in Collections: Learn the impact of associating customer past dues with responsible executives and how it shaved 6 days off DSO! 📈 Celebrating Stockouts: Embrace the counterintuitive yet brilliant strategy of celebrating stockouts to maintain healthy inventory levels and market buzz. 💡 🎓 Practice these actionable lessons to foster a robust cash culture within your organization, driving sustainable growth and improved financial health. 🧭 Explore the full webinar here: vimeo.com/1007774066 💼 For more CFO-centric resources to fine-tune your skills and elevate your team's financial performance, visit us at CFO.University 📚 Engage. Learn. Enjoy. Grow. ✨ Stay Ahead of the Game with CFO.University! 🏫 We are all about turning finance pros into world-changing leaders 🌎🌍🌏. 👁 Want to see how you stack up? Take our CFO Readiness Assessment here: https://lnkd.in/gA-xNbG  💥 Grab our Four Pillars of CFO Success eBook here to broaden your horizons, https://lnkd.in/gK8vqr3r #CFO #CashCulture #FinancialPerformance #Leadership #DailyReports #Growth #CFOUniversity #Agicap

🚀 Unleash Your CFO Superpower: Modern Business Planning! 🚀 🧑💼💥 Modern business planning isn’t just another line on your to-do list—it’s your strategic superpower! Ready to turn planning into your unfair advantage? Check out what Workday Adaptive Planning has to say.👇 1️⃣ Big Picture Thinking: You’re not just a numbers ninja 🥷—you’re shaping the future! 🌟 Modern planning tools give you a 360° business view, helping you craft bold, growth-driving decisions. You’re literally building tomorrow, today! 2️⃣ Bridging Strategy & Action: Think of strategy as your destination, and your plan is the GPS 🗺️. As CFO, you turn big dreams into actionable moves, connecting vision to reality like a boss. 💼 It's all about turning aspirations into achievements! 3️⃣ Mastering Data: In the age of data, you’re the maestro 🎶. Modern planning tools give you the right info at the perfect time, keeping you ahead of the game. 📊 You’re steering the ship with data-powered precision! 🚢 4️⃣ Collaborative Planning: Business planning isn’t a solo gig 🎯. With today’s tools, everyone gets a seat at the strategy table, from the boardroom to the frontlines. Together, your team builds a strategy that wins! 💡 Final Word: The business world is on fast-forward, and outdated planning just won’t cut it. It’s time to go agile with cloud-based solutions, turning your planning process into a serious advantage. 🌐 👉 Dive into the full article and learn how to level up your planning game: Modern Business Planning is a Strategic Advantage, https://lnkd.in/g3YjxAxM Plus, simplify your financial insights with our Simple Price, Gross Margin, and Unit Variance Analysis to capture the three key variables that drive earnings: Check it out 📊 https://lnkd.in/gW3M7zip 🔎 More strategic insights? Explore the Workday Adaptive Planning library at CFO.University: https://lnkd.in/giQ762nT Follow CFO.University for career-boosting CFO-centric courses, tools, coaching and content. 🏫 CFO.University: Shaping tomorrow’s finance leaders. 🌍 Mission: Empowering CFOs to change the world. 📊 Discover your path with our CFO Readiness Assessment: Take it here 💥 https://lnkd.in/gA-xNbG #CFO #CFOUniversity #ModernBusinessPlanning #StrategicAdvantage #CFOInsights

📊 'The Expanding Role of the CFO: Aligning Poll Results with Job Creep Trends' https://lnkd.in/gCiUwYt4 The role of the CFO is 🌪️ evolving rapidly! If you aren't paying attention, you might miss the trends shaping the future of finance leadership. As the CFO role expands, CFO.University set out to answer: Are the CFO’s reporting lines shifting as well? 🤔 To help answer this, we ran a poll that asked… 💬 Who or what group should the CFO work for today? Check out the poll results below! 📉 Then, we aligned these insights with the phenomenon of job creep in the CFO role, revealing why CFOs are increasingly seen as leaders for all their company's stakeholders. These findings highlight an expanding role that now goes far beyond traditional finance. CFOs are expected to: 🚀 Drive strategy 👥 Develop talent 🤖 Embrace AI 🔐 Manage enterprise risks 💼 Contribute to top-line growth This article, The Expanding Role of the CFO: Aligning Poll Results with Job Creep Trends, explores how CFOs can navigate these growing responsibilities. Whether it’s fostering customer-centric strategies or mastering AI-driven insights, CFOs need to align with these shifts to stay competitive. 🔗 Read the full article on CFO.University and start preparing for the next phase of your journey! https://lnkd.in/gCiUwYt4 Engage. Learn. Enjoy. Grow. 📚 I am the Founder of and Chief Learning Officer at CFO.University 🏫 CFO.University is a professional development center for CFOs and aspiring CFOs. Our Mission:   Develop world changing finance leaders 🔔   To see more content ring the bell on my profile 🎬 Visit our CFO Talk video series with global experts transforming the role of the CFO, https://lnkd.in/gg6bdZx 📚 Learn about the Four Pillars of CFO Success here. https://lnkd.in/gJNV4q7 #CFO #CFOUniversity #CFOLeadership #Strategy #FinanceTransformation

📰 The latest edition of the Future of Finance Leadership 🔺 The CFO Pricing Pyramid with Anne Warren With CFOs taking on more top line responsibilities, this article, based on a CFO Talk with Anne, is a road map for CFOs and their teams that leads to having more impact on corporate pricing strategy and improving the bottom line. By embracing the CFO Pricing Pyramid and fostering partnerships within the organization, CFOs can drive substantial improvements in profitability and efficiency. This recap serves as a valuable resource for finance leaders looking to enhance their strategic approach to pricing. Engage. Learn. Enjoy. Grow.                                                                   🏫 CFO.University is a professional development center for CFOs and aspiring CFOs 🌎 🌍 🌏 Our Mission:   Develop world changing finance leaders 👁  Learn where to target your professional development with the CFO Readiness Assessment:  https://lnkd.in/gA-xNbG 💥Learn about the Four Pillars of CFO Success here.  https://lnkd.in/gK8vqr3r CFO.University - Changing the finance world, one CFO at a time! 🚀 #cfo #CFOUniversity #CFOandPricing #CFOPricingPyramid #leadership #cfodevelopment #strategiccfo

🔮 AI in Finance: Where Are You on the Journey?🔮 Click below to Vote, Comment and Share. 🙏🏽🙏🏽

🚀 CFOs & Supply Chain Success: Unlock the Keys to Efficiency 🚀 The synergy between finance and supply chain should be a game-changer! Today CFOs hold the strategic 🔑 key to making supply chains leaner, faster, and more resilient than ever. Steve Rosvold, CEO and Founder of CFO.University, partnered with BlueGrace Logistics on the whitepaper, CFOs & Supply Chain Success: Enabling Change in an Era of Efficiency. The piece highlights Five Steps to Delivering Success. 🌐 In every industry, digital disruption is rewriting the rules of competition, and for companies navigating legacy systems, staying agile can feel like an uphill battle. But here’s where the CFO steps up, bridging the financial strategy with operational powerhouses to create a dynamic, optimized supply chain. At the heart of this drive is the need to have greater transparency, to be able to see all the moving parts. Ultimately, it is impossible to make changes without knowing what you have to change in the first place. A good partnership between finance and the supply chain will illuminate those needs. Learn more about how CFOs can unlock the key to your supply chain success here, https://lnkd.in/gt5qYBRc 🎯 Hit the bullseye on your CFO development plan - Follow CFO.University and harness the power of finance-driven supply chain success. Engage. Learn. Enjoy. Grow.                                                              🏫 CFO.University is a professional development center for CFOs and aspiring CFOs 🌎 🌍 🌏 Our Mission:   Develop world changing finance leaders 👁  Learn where to target your professional development with the CFO Readiness Assessment https://lnkd.in/gA-xNbG  💥Learn about the Four Pillars of CFO Success here. https://lnkd.in/gK8vqr3r #CFO #CFOUniversity #Accounting #Finance #Treasury #Leadership #CFOSupplyChain #StrategicCFO

📊 CFO Success Series: Treasury Part 2 – Debt Financing 🚀 📅 Last week we kicked off our 3 part CFO Success Series on Treasury discussing Capital Planning. Part 2 is all about debt financing. Securing capital through debt financing can be a cost-effective way for businesses to grow while maintaining ownership and control. However, choosing the right type of financing requires careful planning and analysis. In Part 2 of CFO.University’s Treasury series, we dive into the key forms of debt financing and when to consider each option. 🔑 Key Points: Vendor and Customer Financing: Leveraging relationships with vendors or receiving customer deposits can be low-cost options, but both require careful cash flow management. Senior Debt: Often the go-to option from banks, senior debt offers lower interest rates, but it comes with stringent collateral requirements and financial covenants. Subordinated Debt: Higher risk, higher interest rates—but it's a useful tool when senior debt is insufficient, and you want to avoid diluting ownership with equity. 🎯 Why This is Crucial for CFOs: Debt financing provides a way to fuel growth without giving up equity, but CFOs must be strategic in structuring their debt. Poor planning can leave companies with excessive costs or restrictions that hinder long-term success. A thorough understanding of your company's risk profile, future capital needs, and financing options will help you secure the most favorable terms. 🌟 Encouragement for Finance Leaders: Don’t miss out on learning how debt financing can be a powerful tool for business growth! Dive into the full article to explore how each debt option can be tailored to your company's unique needs. 💡 Read more about debt financing here: https://lnkd.in/gZhCyJA Engage. Learn. Enjoy. Grow. ✨ Stay Ahead of the Game with CFO.University! 🏫  At CFO.University, we’re all about turning finance pros into world-changing leaders 🌎🌍🌏. 👁 Want to see how you stack up? Take our CFO Readiness Assessment here: https://lnkd.in/gA-xNbG  💥 Grab our Four Pillars of CFO Success eBook here to broaden your horizons, https://lnkd.in/gK8vqr3r #CFO #DebtFinancing #FinanceStrategy #BusinessGrowth #Treasury #FinancialPlanning 💼📈