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. 


 

Health Science, Angels and Earthly Talent

Among the thrills I experience in working in the health science industry are the amazing … Read More

The Issue – October 2018

In this issue, CFOs2Go Managing Partner Bob Weis discusses the changing role of consultants, and how we at CFOs2Go develop them. Read More

Press Release: Marcus Bergen Joins CFOs2GO

CFOs2GO Adds New Partner to Expand Its International Practice Area Walnut Creek, CA – CFOs2GO, a … Read More

Consumer Brands

I Already Have an Accounting Team. Why Do I Need Financial Planning & Analysis (FP&A)?

One of the top priorities of a growing company is to build a finance team … Read More

The Family Bank

In this blog, Doug Kennedy discusses the benefits of the family bank in regards to financial discipline and business development by family members and how it can eliminate potential conflicts. Read More

Consulting CFOs: The Power of Affiliation

In this blog, Bob discusses why it is important for independent consultants to have affiliation and community in order for them to truly grow professionally. Read More

Consumer Brands

Is the Annual Budget a Colossal Waste of Time?

In this blog, Joe discusses the importance of budgeting in establishing operational goals, timelines, and resource requirements. He addresses the most common complaints and provides improvements that can be made in order to establish a credible financial plan. Read More

Making the Finance Operation the Best it Can Be

In this blog, Bob discusses several operational changes that your organization can make to ensure performance improvement. Read More

The Issue – June 2018

In this issue, CFOs2GO Partner Jack Doty discusses the essential intangible qualities present in Turnaround Management and Fast Growth companies. Read More

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