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Mike Gonzalez
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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.
Mike Gonzalez
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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.
Mike Gonzalez
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August 5, 2020

Introducing the Finance Ace Community

Beyond giving our customers the tools they need, we also want to share the insights and learnings they can use to drive success. To that end, we’ve created Finance Ace, a community hub for Finance teams – and made it available to anyone, customer or not.
Mike Gonzalez
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April 18, 2020

RFP Questions for Assessing Modern Procurement Operations

This resource outlines the critical functions and processes of modern purchase operations. It was created specifically for Procurement, FP&A and Accounting leaders at companies with a dedicated procurement function.
Mike Gonzalez
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March 5, 2020

Critical Supplier Assessment

Critique the granular details regarding a potential supplier and determine the overall incremental risk the partnership may bring to your organization.
Trace Updates
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February 26, 2020

Supplier Risk Management Policy

This policy defines a framework for managing supplier relationships. It describes expectations for classifying suppliers based on risk; establishes appropriate measures to mitigate risks; and outlines processes and associated controls.
Mike Gonzalez
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February 3, 2020

Risk Assessment Matrix

A risk-based approach to control prioritization and implementation. This document should be used to evaluate risks based on the likelihood of occurrence and the potential Impact to the organization.