Practice Group: Financial Services

The Financial Services Practice Group is focused on strategic guidance, planning and recruiting services for regulated and non-regulated financial institutions.   Check out the practice page to learn more about the people who serve this area, the services that CFOs2GO provides to global companies, and to read client success stories. 


 

Consumer Brands

Telling a Compelling Financial Story

In this blog, new partner and leader of CFOs2GO’s Branded Consumer Products practice area, Joe Greenhalgh, shares some common guidelines critical to making a successful financial presentation for every business audience including the board, investors, lenders or bankers. Read More

The Issue – April 2018

In this issue, our Director of Recruiting, Jodi Avina, discusses the ever-changing workplace, and the future qualities required by those who will succeed in that environment. Read More

Using Olympic Training Methods to Improve Your Planning & Budgeting

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses Visualization as a tool used for anyone, not just Olympic athletes, to improve the alignment of strategy, planning, operations and budgeting Read More

Cybersecurity in a Changing World

In our post today, guest blogger Jason Clause of Endsight discusses the Equifax data security breach and what we as business people can learn from it. Read More

The Issue – September 2017

In this issue, Chris Chillingworth discusses how psychology impacts business decision making, and why people make seemingly irrational decisions. The discussion is based on book released earlier this year, The Undoing Project by Michael Lewis, which is a fascinating read. Read More

Protecting Your NPO: Take A Deeper Look at Enterprise Risk Management

In this blog, CFOs2GO co-leader of the Non Profit Practice, Jess Gutierrez, discusses the complexities surrounding Enterprise Risk Management in Non Profit Organizations and the importance of understanding them. Read More

“Hello. We want to buy your Company.” Now what do you do?

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses the process of selling your company and shares the questions that need to be addressed in this process. Read More

Financial Services Practice Group

Strategic guidance, planning and recruiting services for regulated and non-regulated financial institutions. Read More

Financial Reporting for the Growing Manufacturer

In this blog, CFOs2GO lead partner of Food & Beverage Practice, Jack Doty, answers several questions and misunderstandings that surround financial reporting systems. Read More

1031 Exchanges – Will sound tax policy save them from extinction?

In this blog, CFOs2GO lead partner of Real Estate and Construction Practice, Bill Klein, shares his experience and discusses the new Administration’s decision to do away with Section 1031 of the Internal Revenue Code of 1986 and the consequences that could follow. Read More