CFO 4.0 - The podcast for future focussed CFOs
Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy.
In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance.
CFO 4.0 embodies the archetype of the Financial Leader in the future — a fusion of strategic visionaries and tech-savvy innovators. As the CFO role swiftly evolves from a mere cost controller to a strategic influencer, each transition opens up novel possibilities. Tune in as we share valuable insights and guidance from inspirational CFOs and finance leaders every episode, empowering you to revolutionise your processes, people, and data.
Seize the opportunities, propel your business and career forward, and lead with unwavering confidence. Join us in shaping the future of Finance — this is CFO 4.0, your guide to the Future of Finance.
We’d love for you to join our community, and if you like what you hear (which I’m sure you will 😉) it would be great if you rate and share.
CFO 4.0 - The podcast for future focussed CFOs
204.Financial Transformation Live: Assessing Your Current Financial Systems
In this episode of Financial Transformation Live, Hannah Munro explores how to assess and optimise your current financial systems to support your organisation’s goals. As the final live session of the year, this episode is packed with actionable advice and frameworks to help finance leaders plan their next steps for system improvements.
Tune in to learn:
- The four key components of a financial technology stack: controls, compliance, reporting, and process efficiency.
- A comprehensive framework for assessing your financial systems, including:
- Understanding strategic direction and goals.
- Gathering feedback and insights from stakeholders.
- Performing process documentation and Excel audits.
- Running reporting assessments and SWOT analyses.
- Practical tips to improve month-end efficiency and reduce close times.
- 10 quick wins to optimise your financial systems, from automating bank feeds to improving credit control.
- How to decide whether to enhance your current system or invest in a new platform using a traffic light evaluation method.
- Insights into leveraging your team’s expertise and industry benchmarks for continuous improvement.
Links mentioned:
- Building a Future-Proofed Reporting Architecture
Please reach out to Hannah via LinkedIn if you'd like to be notified once our Sage Systems Feedback document is live! - Getting Started with Mapping Out Your Finance Processes
- Breaking the Excel Addiction - Are you Over-Reliant on Spreadsheets?
- Reduce Your Month-End Close Time
- Helpful Guides for Sage 50, Sage 200, and Sage Intacct
- Sage Intacct On-Demand Demo
- Sage 200 Standard Coffee Break Demo
- Sage 200 Interactive Demo
- Sage 50 Coffee Break Demo
- Download your System Audit Template
- Nov: Financial Transformation Live | Assessing Your Current Financial Systems
- Revisit previous Financial Transformation Live sessions
- CFO 4.0 Monthly Briefing
- Financial Transformation Live Feedback survey
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
