CFO Roadmap Series: Part 2

Financial Maturity By Stage; CFO Capabilities and Behaviors

Welcome back to the CFO Roadmap Series. In Part 1, I set the context for “where CFOs have been”, “where they are today”, and “where they need to go” by introducing the concept of Eras of the CFO’s journey.

Part 1: Summary Slide

Below is a slide based on Part 1 that I’ll be using for next week’s CFO Summit Day, where I’m speaking and leading a panel. For any readers who are also attending next week’s event, you’ll be slightly ahead of the audience and able to fire questions at me and the panel more quickly.

Part 2:

In Part 2, we can now dig deeper into specific finance maturity capabilities required along the CFO journey. Since I always promise “Best Ofs”, the below slide is a mashup of Jeff Jordan’s (a16z) writings on this similar subject and my own perspectives.

I broke down Jeff’s thinking by stage of company and applied my own themes for what the head of finance needs to build along their journey to eventually becoming CFO of a later-stage company.