Category Archives: Discuss: Effective Financial Management

The Time to KNOW MORE NOW might be passing you by

It’s that time of year for folks that rely upon and expect great finance…Still a lot of traffic on 2023 yearend analyses and a plethora of here are the X things you need to do for 2024 to achieve great … Continue reading

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Great Business leaders revel in the challenge of creating and sustaining value in uncertain times.

Welcome to the beginnings of a discussion for Business Leaders steering their ships through the economic tempest of our current times. Picture this: you’re navigating through a treacherous blend of headwinds that push you back, tailwinds that propel you forward, … Continue reading

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Do you believe you have room to create more value in your portfolio?

Do you believe you have room to create more value in your portfolio? You know this- there is a lot going on inside of your investments, and there all sorts of winds- not just head or tail- but worse: swirling … Continue reading

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Embracing Great/Strategic Finance in Middle Market Companies: The Need, the Challenge, and the Payoff

The concept of strategic finance has been in the discourse for over 25 years, yet the phrase “Becoming more strategic” remains pertinent, especially for middle market companies. The sector often faces unique challenges, balancing between the agility of small enterprises … Continue reading

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The conversation about the role of the CFO- and where she adds the most value continues- but the bottom line is that Finance counts!

Thirty some years ago, we began research on the role of the CFO and the impact of financial leadership on the performance of the enterprise.  After interviewing and reviewing more than 50 organizations and engaging thousands of CFO/Financial leaders in … Continue reading

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To be more effective, Financial Management has to become more offensive

Despite being decades old, the debate about the role capability and performance of financial management  continues whenever financial leaders gather.  Our view is that no matter the side of the debate you take, your impressions of the barriers to effectiveness or … Continue reading

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Further Thoughts on Effective Financial Management

The topic and concern for enhancing the effectiveness of financial management has been around for decades.  Despite the length of time this matter has been on the stage, many leaders still are concerned and frustrated with assessing and enhancing their … Continue reading

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Effective Financial Management- Setting a Developmental Agenda

In most instances, enhancing financial management capabilities will require that leaders not just focus on that which can be made more effective and efficient- that is obvious and easy and does not create a lot of value.  Instead, Finance leaders … Continue reading

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Effective Financial Management

The subject of Effective Financial Management (EFM) seems to be a perennial favorite.  Welcome to our inaugural blog on the subject. EFM has been a favored research topic for educators and consultants alike.  The subject while likely around since shortly … Continue reading

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