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April 6, 2021
Finance Playbook [Free Presentation Template]
Download the free presentation to socialize your finance strategy and operations with your team, leadership team, and board of directors. The 20+ slides include everything you need to improve finance execution.
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April 6, 2021
The Finance Calendar, an operating playbook for Corporate Finance
Read the Finance Calendar to learn the operating playbook inspired by Facebook, Zenefits, GE, and interviews with hundreds of growth-stage and enterprise finance executives.
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July 12, 2020
Building harmony between Procurement and FP&A
A harmonious relationship between Procurement and FP&A can be a superpower for Finance teams. Unfortunately, most Procurement and FP&A teams don’t work well together. Learn why and what we can do to change this.
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March 15, 2020
Lessons Learned Restructuring
Whether your restructuring due to COVID-19 or just want to make sure your house is in order, these lessons learned from the 2017 [~500 person] Zenefits restructuring will help serve as a guide to successfully execute and avoid pitfalls.
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March 15, 2020
Restructuring or not, keep your house in order.
Learn tips to get your business ready to weather a storm. With the impact of COVID-19 unknown, prepare to make quick decisions as they relate to your employees, customers, vendors, and more.
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July 27, 2021
ABCs of Finance Ops Webinar
What if you could prove to your CEO—and your business partners—how financial processes can actually accelerate growth and make you more agile? Cleo CFO Amy Kux and Trace CEO Mike Gonzalez did just that at companies like Zenefits, Facebook, and Cloudflare.
