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. 


 

Drew Starr

“Helps client business leaders achieve that balanced foundation of legal compliance and efficient operations while … Read More

Webinar: Great Minds Don’t Think Alike!

The way we think makes a difference in how we address and solve problems, choose careers, develop relationships, and make decisions. This webinar outlines the types of thinking styles, helps you identify your personal orientation, and offers ways to build skills to improve, both personally and within group teams. Read More

The Issue – October 2020

In a lighthearted twist, Partners Chris Chillingworth and Michaele James put the subject matter in a court-room context, then act as skilled prosecutors advocating the use of various technologies to achieve what NetSuite calls, “the single point of truth” in a financial accounting system. Use of the technologies support the timeliness, accuracy, and context necessary in financial data in order for the user to respond to opportunities in the present and plan for the future with full knowledge of his or her current situation. Even if you are not planning a full-fledged ERP implementation in the near future, you will find this Newsletter a valuable resource to keep handy, and acquaint you with technologies you can obtain today that will enhance your existing financial reporting infrastructure. Read More

Paycheck Protection Program Loan Forgiveness: My 24 week covered period has ended or almost ended. What’s next?

The CARES Act’s PPP program put $525 billion into the hands of small businesses to … Read More

Is Your Company Culture Inclusive? Don’t Guess or Assume Use the INCLUSION INDEX® to Find Out

Diversity and inclusion are nouns, yet these words are spring-loaded for action within corporate boards … Read More

Webinar: Investing in Your People

Webinar: After PPP and Main Street Loans: What’s Next? Strategic Alternatives for Financial Support

Webinar: After PPP and Main Street Loans: What’s Next? Strategic Alternatives for Financial Support

The Power of Zero-Based Planning in a Pandemic

The coronavirus pandemic has created a period of extreme economic uncertainty. The truth is no … Read More

Leading in Times of Change: Do You Have the Right Stuff?

Consider these real scenes in managing during the COVID period: “I have a 70 year … Read More