Resources - Cofi

April 6, 2023

Lessons Learned from the Pandemic: Adapting Strategies for Long-Term Success

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Lessons Learned from the Pandemic: Adapting Strategies for Long-Term Success

Keeping Pace with Technological Advances: Tips for Staying Current in the Finance Industry

The Changing Landscape of the Startup and Tech Industry

Working with a Diverse Portfolio: Tips from a Finance Professional

Next-Gen Skills: Empowering Success through AI-Driven Learning

Hope on the Horizon: Overcoming Challenges in Small Business

Embracing Change: Javier's Leap from Pharma Industry Success to Building His Own Firm

The Importance of Data in Finance: Insights from Rob Tompkins, CFO of RiskCout

Essential Budget Data Gathering for Small Businesses

Maximizing Efficiency: Leveraging Technology for Streamlined Financial Operations

The Rise of Service Providers in SMB Deals

Top Proven Principles for Successful Revenue Forecasting

Guiding Product Vision: The Influence of a Chief Architect

From Numbers to Innovation: The Modern CFO's Toolkit

A Look Back at Silicon Valley in the Early 2000s: Insights from Rob Tompkins, CFO of RiskCout

How Fintech Innovations are Changing the Accounting Landscape

Merging Disciplines: Javier's Exciting Research Journey in Pharma, Finance, and PhD Studies

Tech and Finance: Traeton's Innovative Approach

Adapting and Thriving: Javier's Path from IT to Finance

CFOs as Business Partners: Driving Growth and Profitability

From Internal Finance to Client-Facing: Navigating the 2007-2008 Crisis

The Importance of Building Strong Relationships in the Banking Industry

Different Strokes: A Look at the Diverse Finance Departments Across Companies

The Heating Up of the M&A Market: Implications for Different Segments

Why fractional CFOs are in high demand: Chris' perspective

Understanding Business Performance Through Budget Variance Analysis

Brian's journey from data analyst to VP of Finance in a tech startup

The Pitfalls of Passion-Driven Due Diligence: Overlooking Fundamentals

Pivoting from PE to Seed Companies: A CFO's Diverse Experience

5 Steps to Budgeting for Software Purchases

Gross Margins and Marketing Expenses in the Auto Industry

The Exclusive Supply Strategy of Luxury Car Brands: A Comparative Analysis

Leading Finance Organizations in High Growth Industries

The Delicate Balance of PE-Backed Companies: Autonomy vs. Investor Expectations

Collaborating with Experts: Navigating Complex Finance

From Business Administration to Global Controller: My Finance Career

Beyond the CEO Title: Taking Care of the Person Behind the Role

Driving Innovation with a Polyglot Mindset: Tech and Finance Fusion

Managing a Portfolio Company During Tax Season: A Personal Account

Designing the Future of Education with AI: Next-Gen's Path to Personalized Learning

The Rise of Fractional CFOs: Why Companies are Choosing This Model

What is xP&A and Why Does It Matter to Corporate Leadership?

The Aftermath of SVB's Acquisition: What Does It Mean for Startup Financing?

The Ever-Present Nature of Problems: Do They Ever Cease to Exist?

Harnessing the Power of AI in Financial Operations

The Changing Perception of Risk in the Banking Industry

Finding a Path to Profitability: Scaling Business Models for Long-Term Success

Navigating Corporate Culture: Insights from a Finance Professional

CFO's Superpower for the Future

From Ambition to Action: Simplifying the Path to Entrepreneurship

Navigating the Intersection of Technology and Finance: A Career Journey

From Insights to Income: Maximizing Data Monetization Opportunities

Leveraging QuickBooks Integrations for Improved Financial Analysis

Guide on how to efficiently perform Financial Statement Consolidation

Collaboration is Key: CFOs and Executives Working Together

Fintrae Offers Finance and Bookkeeping Services to Diverse Clientele

Banking in the Post-Pandemic World: Challenges and Opportunities

Preparing for a Financial Audit in SaaS

Navigating the Aftermath: Insights from a Former Silicon Valley Bank Employee

Passion for Startups: The Story of Rob Tompkins, CFO of RiskCout

Riding the Wave: Javier's Journey through the Turbulent Times of E-commerce Pharma during the Pandemic

Navigating Different Industries: A CFO's Perspective on Gaining Diverse Experience

Managing Increased Reporting Requirements: Insights from Brian

Navigating Corporate Culture: Insights from a Finance Professional

From Top Line Growth to Bottom Line Efficiency: Navigating the Changing Landscape of Startup Finance

Maximizing ROI: Tips for Successful Software Purchases

Efficient reporting: the key to understanding growth risk profiles

3 Best Financial Practices for Continuous Headcount Planning

How a Perfect Storm of Deposits, Bonds, and Burning Cash Led to the Collapse of Silicon Valley Bank

The Rise and Fall of a Financial Giant: Exploring the Collapse of SVB

Navigating Financial Consolidation

The Synergy of Tech and Finance: Driving Success in the Digital Age

Board Deck Template

From Scratch to Success: Helping New Entrepreneurs with Financial Planning

From Data Points to Stress Testing: Optimizing the Forecasting Process

The surprising world of the automotive industry as seen from the financial side

3 tips every CFO should follow for reporting excellence

How to Use Tax Provisioning to Streamline Paying Corporate Taxes