Resources - Cofi

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How an FP&A Platform Empowers Venture Capital Firms

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Mastering FP&A with Cofi

Blog

March 13, 2025

How an FP&A Platform Empowers Venture Capital Firms

How an FP&A Platform Empowers Private Equity Firms

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Mastering FP&A with Cofi

Blog

March 11, 2025

How an FP&A Platform Empowers Private Equity Firms

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Portfolio Management

Blog

March 5, 2025

The Competitive Edge of Automation in Portfolio Management

How Automation is Transforming Financial Due Diligence for Asset Managers

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Private Equity

Blog

February 25, 2025

How Automation is Transforming Financial Due Diligence for Asset Managers

Exciting Times at ACG St. Louis: Insights and Trends Shaping the Future of Finance

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Private Equity

Blog

January 28, 2025

Exciting Times at ACG St. Louis: Insights and Trends Shaping the Future of Finance

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Forecasting

Customer stories

January 21, 2025

QMENTA

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Portfolio Management

Customer stories

October 29, 2024

Edge Capital

Fake It Until You Make It: Professionalizing FP&A Reporting for Growing Companies

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Private Equity

Blog

October 24, 2024

Fake It Until You Make It: Professionalizing FP&A Reporting for Growing Companies

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Private Equity

Blog

October 7, 2024

Streamlining FP&A Reporting: How Private Equity Firms Can Add Value Across Their Portfolio

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Private Equity

Blog

September 23, 2024

Key Performance Indicators (KPIs): Critical Tools for Private Equity Firm Portfolio Management

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Private Equity

Portfolio Management

September 11, 2024

Boost Your Fund’s IRR by 2%

cofi.ai Drives FinTech Innovation with Support from CDTI

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March 25, 2024

cofi.ai Drives FinTech Innovation with Support from CDTI

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Personal Finance

Interview

September 13, 2023

Automate Your Financial Success

Unraveling Churn: Strategies to Analyze and Address Customer Loss

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Budgeting

Mastering FP&A with Cofi

August 24, 2023

Unraveling Churn: Strategies to Analyze and Address Customer Loss

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Budgeting

Mastering FP&A with Cofi

August 24, 2023

Mastering Budgeting for CFOs: Three Crucial Tips for Success

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Planning

Blog

August 10, 2023

Why Using a Financial Planning Platform is Crucial for Business Success

CFO Secrets: Unraveling Key Metrics for Financial Success

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Budgeting

Mastering FP&A with Cofi

July 26, 2023

CFO Secrets: Unraveling Key Metrics for Financial Success

From Corporate Finance to Startup Finances: My Transformative Journey

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Budgeting

Mastering FP&A with Cofi

July 26, 2023

From Corporate Finance to Startup Finances: My Transformative Journey

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Budgeting

Interview

July 21, 2023

Financial Strategies for Budgeting

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Metrics

Blog

July 12, 2023

Important SaaS Metrics You Need To Track in 2023

Empowering female entrepreneurs - With Alexa Curtis

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Podcast

July 5, 2023

Empowering female entrepreneurs - With Alexa Curtis

The Power of Networking: Building Meaningful Connections for Career Success

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Entrepreneur

Blog

July 5, 2023

The Power of Networking: Building Meaningful Connections for Career Success

Tech-Driven Transformation: Exploring the Impact of AI and Automation on the Fashion Industry

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Entrepreneur

Blog

July 5, 2023

Tech-Driven Transformation: Exploring the Impact of AI and Automation on the Fashion Industry

Technology and Sustainability: Revolutionizing the Fast Fashion Industry

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Entrepreneur

Blog

July 5, 2023

Technology and Sustainability: Revolutionizing the Fast Fashion Industry

Balancing Affordability and Responsibility: The Path to Sustainable Fast Fashion

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Entrepreneur

Blog

July 5, 2023

Balancing Affordability and Responsibility: The Path to Sustainable Fast Fashion

Sustainable Fast Fashion: Balancing Trends, Affordability, and Ethical Practices

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Entrepreneur

Blog

July 5, 2023

Sustainable Fast Fashion: Balancing Trends, Affordability, and Ethical Practices

Fashion Forward: The Role of Technology in Revolutionizing the Fast Fashion Landscape

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Entrepreneur

Blog

July 5, 2023

Fashion Forward: The Role of Technology in Revolutionizing the Fast Fashion Landscape

Unleashing Potential: Bridging the Gender Gap in Venture Capital Funding

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Entrepreneur

Blog

July 5, 2023

Unleashing Potential: Bridging the Gender Gap in Venture Capital Funding

Investing in Women-Led Businesses: Unlocking Potential and Driving Economic Growth

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Entrepreneur

Blog

July 5, 2023

Investing in Women-Led Businesses: Unlocking Potential and Driving Economic Growth

Bridging the Funding Gap: Navigating Challenges for Women in Venture Capital

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Entrepreneur

Blog

July 5, 2023

Bridging the Funding Gap: Navigating Challenges for Women in Venture Capital

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Entrepreneur

Blog

July 5, 2023

Navigating Gender Dynamics: Unveiling the Unique Challenges and Triumphs in Entrepreneurship

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Entrepreneur

Blog

July 5, 2023

Exploring the Evolving Landscape of Social Media in Entrepreneurship

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Entrepreneur

Blog

July 5, 2023

Beyond Viral Fame: Diversified Approaches to Success in Women's Entrepreneurship

Building a Strong Financial Future: Key Steps for New Entrants to the Workforce

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Entrepreneur

Blog

July 5, 2023

Building a Strong Financial Future: Key Steps for New Entrants to the Workforce

Building Financial Confidence: Empowering Women in Post-College Life

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Entrepreneur

Blog

July 5, 2023

Building Financial Confidence: Empowering Women in Post-College Life

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Entrepreneur

Blog

July 5, 2023

Empowering Women in Entrepreneurship: GrasshoppHer's Role in Building Success

GrasshoppHer: Transforming Women's Careers and Financial Success

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Entrepreneur

Blog

July 5, 2023

GrasshoppHer: Transforming Women's Careers and Financial Success

From Rejection to Resilience: The Inspiring Story of the Village Summit and its Impact

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Entrepreneur

Blog

July 5, 2023

From Rejection to Resilience: The Inspiring Story of the Village Summit and its Impact

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Entrepreneur

Blog

July 5, 2023

Unleashing the Entrepreneurial Spirit: A Journey through Content Creation Mediums

From Dreaming of Acting to Blogging: A Journey of Creative Expression

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Entrepreneur

Blog

July 5, 2023

From Dreaming of Acting to Blogging: A Journey of Creative Expression

From Fearless Fridays to Fearless Every Day: The Evolution of Alexa Curtis' Empowering Journey

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Entrepreneur

Blog

July 4, 2023

From Fearless Fridays to Fearless Every Day: The Evolution of Alexa Curtis' Empowering Journey

Resilience and Success: The Remarkable Story of Alexa Curtis' Rise in the Business World

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Entrepreneur

Blog

July 4, 2023

Resilience and Success: The Remarkable Story of Alexa Curtis' Rise in the Business World

Navigating Career Challenges: Insights for Young Women in the Modern Workplace

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Navigating Career Challenges: Insights for Young Women in the Modern Workplace

The Future of Fashion: How Technology is Revolutionizing Design and Production

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Future of Fashion: How Technology is Revolutionizing Design and Production

The Ethical Implications of Fast Fashion: Exploring Alternatives to Overseas Production

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Ethical Implications of Fast Fashion: Exploring Alternatives to Overseas Production

The Social Media Amplification: Unveiling the Fast Fashion Success Equation

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Social Media Amplification: Unveiling the Fast Fashion Success Equation

The Fast Fashion Revolution: Exploring the Dark Side and Potential Solutions

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Fast Fashion Revolution: Exploring the Dark Side and Potential Solutions

Rethinking Fast Fashion: Exploring Sustainable Alternatives in the Clothing Industry

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Rethinking Fast Fashion: Exploring Sustainable Alternatives in the Clothing Industry

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Resilient Path: Overcoming Challenges in Women-led Entrepreneurship

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Closing the Gender Gap in Funding: Empowering Women Entrepreneurs through Investment

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Bridging the Funding Gap: Navigating Challenges for Women in Venture Capital

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Breaking Barriers: Women Entrepreneurs Redefining Success

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Impact of Social Media on Sales and Brand Growth

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Cultivating Authentic Connections: Empowering Women in the Entrepreneurial Ecosystem

Mastering Financial Independence: Essential Strategies for Your First Job

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Mastering Financial Independence: Essential Strategies for Your First Job

Empowering Women: Financial Guidance for Post-College Success

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Empowering Women: Financial Guidance for Post-College Success

Nurturing Career Transitions: GrasshoppHer's Impact on Women's Professional Journeys

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Nurturing Career Transitions: GrasshoppHer's Impact on Women's Professional Journeys

Empowering Women's Career Development: Inside GrasshoppHer's Mission

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Empowering Women's Career Development: Inside GrasshoppHer's Mission

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Village Summit: Empowering Young Entrepreneurs in the Face of Adversity

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

The Evolution of an Entrepreneur: From Writing to Radio to Podcasting

Navigating the Early Days of Content Creation: A Young Blogger's Tale

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Entrepreneur

Mastering FP&A with Cofi

June 30, 2023

Navigating the Early Days of Content Creation: A Young Blogger's Tale

The Power of Fearlessness: Unveiling Alexa Curtis' Mission to Inspire

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Entrepreneur

Mastering FP&A with Cofi

June 29, 2023

The Power of Fearlessness: Unveiling Alexa Curtis' Mission to Inspire

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Entrepreneur

Mastering FP&A with Cofi

June 29, 2023

From Small Town to Big Dreams: Alexa Curtis' Journey in Media and Entrepreneurship

Empowering Women in Finance and Career Development

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Entrepreneur

Interview

June 29, 2023

Empowering Women in Finance and Career Development

Connecting the Dots: Exploring William Glass's Path from Acting to Founding Ostrich

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Personal Finance

Interview

June 28, 2023

Connecting the Dots: Exploring William Glass's Path from Acting to Founding Ostrich

Building a Strong Financial Foundation: Overcoming Common Mistakes Young People Make with Money

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Personal Finance

Blog

June 16, 2023

Building a Strong Financial Foundation: Overcoming Common Mistakes Young People Make with Money

Building a Solid Financial Foundation: A Guide to Basic Investing

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Personal Finance

Blog

June 16, 2023

Building a Solid Financial Foundation: A Guide to Basic Investing

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Personal Finance

Blog

June 16, 2023

Gamified and Social: How Ostrich Redefines Personal Finance Management

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Personal Finance

Blog

June 16, 2023

Turning Personal Finance Challenges into Entrepreneurial Opportunities

Paving the Way: The Evolution of William Glass's Career from Sales to Tech Entrepreneurship

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Personal Finance

Blog

June 16, 2023

Paving the Way: The Evolution of William Glass's Career from Sales to Tech Entrepreneurship

William's Journey: From Modeling to Ostrich - A Path of Diverse Influence

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Personal Finance

Blog

June 16, 2023

William's Journey: From Modeling to Ostrich - A Path of Diverse Influence

Choosing the Right Career Path: Balancing Experience and Personal Preference

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Choosing the Right Career Path: Balancing Experience and Personal Preference

Driving Unit Economics: Innovative Tips and Tricks for Acquiring Customers

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Driving Unit Economics: Innovative Tips and Tricks for Acquiring Customers

The Rise of Revenue Bootstrapping: Shifting Paradigms in Entrepreneurship

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

The Rise of Revenue Bootstrapping: Shifting Paradigms in Entrepreneurship

From Founders to Investors: Exploring the Entrepreneurial Journey on Silicon Alley

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

From Founders to Investors: Exploring the Entrepreneurial Journey on Silicon Alley

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

The Role of AI in Personal Finance: From Automated Advice to Emotional Guidance

Building a Strong Financial Future: Investing for Newborns and Beyond

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Building a Strong Financial Future: Investing for Newborns and Beyond

Taking Control of Your Financial Future: Key Mistakes to Sidestep as a Young Adult

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Taking Control of Your Financial Future: Key Mistakes to Sidestep as a Young Adult

Investing for Beginners: Unlocking the Power of Compound Interest and Low-Cost Index Funds

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Investing for Beginners: Unlocking the Power of Compound Interest and Low-Cost Index Funds

Master Your Finances with Ostrich: A Simplified Path to Financial Wellness

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Master Your Finances with Ostrich: A Simplified Path to Financial Wellness

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Inspiration and Innovation: How William Glass Transformed Personal Finance with Ostrich

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Personal Finance

Mastering FP&A with Cofi

June 15, 2023

Connecting the Dots: Exploring William Glass's Path from Acting to Founding Ostrich

Unlocking Financial Success - William Glass

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Podcast

June 14, 2023

Unlocking Financial Success - William Glass

CFO Entrepreneurial Dreams - With Javier Moya

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Podcast

June 14, 2023

CFO Entrepreneurial Dreams - With Javier Moya

Monetizing finance data - With Jason Berwanger

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Podcast

June 14, 2023

Monetizing finance data - With Jason Berwanger

Finance in the Exotic Car Industry - With Gregg Krik

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Podcast

June 13, 2023

Finance in the Exotic Car Industry - With Gregg Krik

Creativity in CFO's role - With Bob Morgan

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Podcast

June 13, 2023

Creativity in CFO's role - With Bob Morgan

Banking Solutions for SMEs - With Heather Endresen

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Podcast

June 13, 2023

Banking Solutions for SMEs - With Heather Endresen

Fractional CFO for SME - With Traeton McGlohon

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Podcast

June 13, 2023

Fractional CFO for SME - With Traeton McGlohon

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Podcast

June 13, 2023

Automotive Finance - With Jim Boswell

The Customization of High-End Luxury Cars

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Automotive Industry

Blog

May 5, 2023

The Customization of High-End Luxury Cars

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

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Interview

May 26, 2023

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

Building Your Roadmap: Practical Steps for Starting a Company

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Mastering FP&A with Cofi

May 26, 2023

Building Your Roadmap: Practical Steps for Starting a Company

Supplements and Routines: Enhancing Sleep Quality for Productivity

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Mastering FP&A with Cofi

May 26, 2023

Supplements and Routines: Enhancing Sleep Quality for Productivity

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

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Mastering FP&A with Cofi

May 26, 2023

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

Embracing the Power of AI: Democratizing Entrepreneurship in the Digital Age

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Mastering FP&A with Cofi

May 26, 2023

Embracing the Power of AI: Democratizing Entrepreneurship in the Digital Age

Streamlining Learning with Personalized Curation: Lessons from Spotify and Beyond

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Mastering FP&A with Cofi

May 26, 2023

Streamlining Learning with Personalized Curation: Lessons from Spotify and Beyond

Empowering the Future with AI in Education: Unlocking the Potential of Personalized Learning

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Mastering FP&A with Cofi

May 26, 2023

Empowering the Future with AI in Education: Unlocking the Potential of Personalized Learning

Empowering the Next Generation: Next-Gen's Resilience in the Face of Uncertainty

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Mastering FP&A with Cofi

May 26, 2023

Empowering the Next Generation: Next-Gen's Resilience in the Face of Uncertainty

Blog

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Why Version Control is Crucial to Corporate Budgets and How to Maintain Version Integrity

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Budgeting

November 20, 2022

Why Version Control is Crucial to Corporate Budgets and How to Maintain Version Integrity

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Budgeting

November 20, 2022

5 Steps to Budgeting for Software Purchases

Roadblocks to an Empowering Corporate Budget

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Budgeting

November 20, 2022

Roadblocks to an Empowering Corporate Budget

Customer stories

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Portfolio Management

October 29, 2024

Edge Capital

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Forecasting

January 21, 2025

QMENTA

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Planning

November 20, 2022

Kompyte

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Reporting

November 20, 2022

EXOGROUP

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Consolidation

November 20, 2022

Congost

Ebooks

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Consolidation

March 14, 2023

Guide on how to efficiently perform Financial Statement Consolidation

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Audit

March 14, 2023

Preparing for a Financial Audit in SaaS

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Consolidation

January 15, 2023

Streamlining Your Month-End Close: A Faster and Better Financial Consolidation Process

Templates

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New concepts

January 15, 2023

Board Deck Template

Interviews

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Personal Finance

September 13, 2023

Automate Your Financial Success

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Budgeting

July 21, 2023

Financial Strategies for Budgeting

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Entrepreneur

June 29, 2023

Empowering Women in Finance and Career Development

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Personal Finance

June 28, 2023

Connecting the Dots: Exploring William Glass's Path from Acting to Founding Ostrich

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May 26, 2023

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

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Entrepreneur

May 19, 2023

Finance, Data & Technology Executive

Navigating the Intersection of Technology and Finance: A Career Journey

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Monetizing Data

May 12, 2023

Navigating the Intersection of Technology and Finance: A Career Journey

Navigating Corporate Culture: Insights from a Finance Professional

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Automotive Industry

May 5, 2023

Navigating Corporate Culture: Insights from a Finance Professional

Balancing Creativity and Risk Management as a CFO

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CFO

April 28, 2023

Balancing Creativity and Risk Management as a CFO

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Banking

April 20, 2023

Banking Solutions for SMEs

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Fractional CFO

April 14, 2023

Fractional CFO Services: Empowering Small and Medium Enterprises

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

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CFO

April 6, 2023

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

A Comprehensive Analysis of the SVB Crisis: Understanding the Factors that Led to its Demise

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Banking

April 6, 2023

A Comprehensive Analysis of the SVB Crisis: Understanding the Factors that Led to its Demise

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Private Equity

February 22, 2023

Navigating the World of Private Equity and Corporate Finance

The Symbiotic Relationship between Investors and Startups

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Board Report

February 7, 2023

The Symbiotic Relationship between Investors and Startups

Thought leadership in the finance FP&A and CFO space

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Fractional CFO

February 7, 2023

Thought leadership in the finance FP&A and CFO space

Mastering with Cofi

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Working with a Diverse Portfolio: Tips from a Finance Professional

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Fractional CFO

April 14, 2023

Working with a Diverse Portfolio: Tips from a Finance Professional

$Why fractional CFOs are in high demand: Chris' perspective$

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Fractional CFO

March 10, 2023

Why fractional CFOs are in high demand: Chris' perspective

Virtual CFOs and the Recent Banking Crisis

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Fractional CFO

April 14, 2023

Virtual CFOs and the Recent Banking Crisis

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Budgeting

August 24, 2023

Unraveling Churn: Strategies to Analyze and Address Customer Loss

Unlock Efficiency: Leapfin's Data-driven Financial Solution

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Monetizing Data

May 12, 2023

Unlock Efficiency: Leapfin's Data-driven Financial Solution

Unleashing Data Value: Monetization Strategies for Profit

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Monetizing Data

May 12, 2023

Unleashing Data Value: Monetization Strategies for Profit

Top Drivers for Building Accurate Budgets

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Fractional CFO

April 14, 2023

Top Drivers for Building Accurate Budgets

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Banking

April 20, 2023

Tips for Young Banking Professionals

Tips for Entrepreneurs and Finance Leaders in the Tech Industry

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Banking

April 6, 2023

Tips for Entrepreneurs and Finance Leaders in the Tech Industry

The most important skill for CFOs in the future

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Board Report

March 10, 2023

The most important skill for CFOs in the future

The importance of internships in finance careers

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Automotive Industry

May 5, 2023

The importance of internships in finance careers

The evolution of reporting to VC investors in recent years

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Board Report

March 9, 2023

The evolution of reporting to VC investors in recent years

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Entrepreneur

June 30, 2023

The Village Summit: Empowering Young Entrepreneurs in the Face of Adversity

The Thrills and Challenges of Transitioning with Maserati

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Automotive Industry

May 5, 2023

The Thrills and Challenges of Transitioning with Maserati

The Strategic Evolution of CFOs: Embracing the Wartime Role

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Monetizing Data

May 12, 2023

The Strategic Evolution of CFOs: Embracing the Wartime Role

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Entrepreneur

June 30, 2023

The Social Media Amplification: Unveiling the Fast Fashion Success Equation

The Shifting Focus of Startups in a Post-Pandemic World: Lessons Learned from 2020 and Beyond

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Banking

April 6, 2023

The Shifting Focus of Startups in a Post-Pandemic World: Lessons Learned from 2020 and Beyond

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Personal Finance

June 15, 2023

The Role of AI in Personal Finance: From Automated Advice to Emotional Guidance

The Road Less Traveled: Javier's Bold Decision to Start His Own Fractional CFO Firm

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Entrepreneur

May 19, 2023

The Road Less Traveled: Javier's Bold Decision to Start His Own Fractional CFO Firm

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Personal Finance

June 15, 2023

The Rise of Revenue Bootstrapping: Shifting Paradigms in Entrepreneurship

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

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Banking

April 6, 2023

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

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Banking

April 6, 2023

The Rise and Fall of Silicon Valley Bank: A Cautionary Tale of Banking in the Digital Age

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Entrepreneur

June 30, 2023

The Resilient Path: Overcoming Challenges in Women-led Entrepreneurship

The Production Process of Luxury Car Brands

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Automotive Industry

May 5, 2023

The Production Process of Luxury Car Brands

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Entrepreneur

June 29, 2023

The Power of Fearlessness: Unveiling Alexa Curtis' Mission to Inspire

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Entrepreneur

June 30, 2023

The Impact of Social Media on Sales and Brand Growth

The Hustle to the Finish Line: Inside Tax Season with Traeton

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Fractional CFO

April 14, 2023

The Hustle to the Finish Line: Inside Tax Season with Traeton

The Game-Changers: How Accenture and Deloitte Shaped My Career Development

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Automotive Industry

May 5, 2023

The Game-Changers: How Accenture and Deloitte Shaped My Career Development

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Banking

April 6, 2023

The Future of Startup Financing: Examining the Role of Silicon Valley Bank and the Changing Banking Landscape

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Banking

April 6, 2023

The Future of SVB: Navigating Changes in the Banking Landscape

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Entrepreneur

June 30, 2023

The Future of Fashion: How Technology is Revolutionizing Design and Production

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Entrepreneur

June 30, 2023

The Fast Fashion Revolution: Exploring the Dark Side and Potential Solutions

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

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Automotive Industry

May 5, 2023

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

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Entrepreneur

June 30, 2023

The Ethical Implications of Fast Fashion: Exploring Alternatives to Overseas Production

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

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Private Equity

March 10, 2023

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

The Costly Consequences of Neglecting Financial Help

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Fractional CFO

April 14, 2023

The Costly Consequences of Neglecting Financial Help

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Banking

April 20, 2023

The Constant Evolution of the Banking Industry

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Fractional CFO

April 14, 2023

The Concept of High-Level Forecasting

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Banking

April 20, 2023

The Changing Perception of Risk in the Banking Industry

The Changing Landscape: Balancing Fractional CFO Services with Company Growth

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Entrepreneur

May 19, 2023

The Changing Landscape: Balancing Fractional CFO Services with Company Growth

The Changing Landscape of the Startup and Tech Industry

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Banking

April 6, 2023

The Changing Landscape of the Startup and Tech Industry

The CFO's Dilemma: Cutting Costs or Investing in Innovation?

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CFO

April 28, 2023

The CFO's Dilemma: Cutting Costs or Investing in Innovation?

The Bottom Line: Cost Management for Car Companies

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Automotive Industry

May 5, 2023

The Bottom Line: Cost Management for Car Companies

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Fractional CFO

March 10, 2023

The Benefits of Bringing in Fractional CFO Expertise at Any Stage of Your Business

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

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Banking

April 6, 2023

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

The 3 key performance indicators investors can't ignore

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Board Report

March 10, 2023

The 3 key performance indicators investors can't ignore

Testing Lead Generation: Integral for CFOs

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CFO

April 28, 2023

Testing Lead Generation: Integral for CFOs

Tech-Finance Fusion: Unleashing the Power of Data-Driven Decision Making

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Monetizing Data

May 12, 2023

Tech-Finance Fusion: Unleashing the Power of Data-Driven Decision Making

Tech and Finance: Traeton's Innovative Approach

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Fractional CFO

April 14, 2023

Tech and Finance: Traeton's Innovative Approach

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Personal Finance

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Taking Control of Your Financial Future: Key Mistakes to Sidestep as a Young Adult

Tailored Financial Solutions for Small Businesses: Fintae's Approach

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Tailored Financial Solutions for Small Businesses: Fintae's Approach

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May 26, 2023

Supplements and Routines: Enhancing Sleep Quality for Productivity

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May 26, 2023

Streamlining Learning with Personalized Curation: Lessons from Spotify and Beyond

Silicon Valley Then and Now: The Evolution of Technology and Innovation

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Silicon Valley Then and Now: The Evolution of Technology and Innovation

Shaping a Better Future: The Role of Entrepreneurs in Problem-Solving

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Shaping a Better Future: The Role of Entrepreneurs in Problem-Solving

SBA Program & New Rules Facilitate SMEs' Business Exits

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SBA Program & New Rules Facilitate SMEs' Business Exits

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Rethinking Fast Fashion: Exploring Sustainable Alternatives in the Clothing Industry

Retention and Growth: Top Performance Drivers in SAS Business

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Retention and Growth: Top Performance Drivers in SAS Business

Reshaping Finance Teams: AI and Data Sprawl

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May 12, 2023

Reshaping Finance Teams: AI and Data Sprawl

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Reshaping Finance Teams: AI and Data Sprawl

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Banking

April 6, 2023

Regulatory Changes, Technological Advancements, and Sustainability of Banking

Redefining Finance: The Fresh Perspective of Fresh FP&A

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March 10, 2023

Redefining Finance: The Fresh Perspective of Fresh FP&A

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

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April 6, 2023

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

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June 30, 2023

Nurturing Career Transitions: GrasshoppHer's Impact on Women's Professional Journeys

No Niche Required: Fintrae Welcomes Clients of All Business Types

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April 14, 2023

No Niche Required: Fintrae Welcomes Clients of All Business Types

Navigating the Surge: Javier's Experience in the Booming E-commerce Pharma Industry during the Pandemic

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May 19, 2023

Navigating the Surge: Javier's Experience in the Booming E-commerce Pharma Industry during the Pandemic

Navigating the Intersection of Technology and Finance: Emerging Nutrients in the Industry

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Navigating the Intersection of Technology and Finance: Emerging Nutrients in the Industry

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Navigating the Early Days of Content Creation: A Young Blogger's Tale

Navigating the Changing Economic Landscape: How Often to Review Budgets and Forecasts

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Navigating the Changing Economic Landscape: How Often to Review Budgets and Forecasts

Navigating the Banking Landscape as a Tech Entrepreneur

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Audit

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Navigating the Banking Landscape as a Tech Entrepreneur

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

Navigating Tech and Finance: The Polyglot Career Path

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Navigating Due Diligence: A Wide Array of Types and Pressures

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Navigating Career Challenges: Insights for Young Women in the Modern Workplace

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

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Mastering the Balancing Act: How Javier Thrives as a Family Man, Entrepreneur, and PhD Scholar

Mastering Sales and Finance: An Immigrant's Journey from the Front Lines to the Boardroom

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March 10, 2023

Mastering Sales and Finance: An Immigrant's Journey from the Front Lines to the Boardroom

Mastering Multidisciplinary Skills: Key for Finance & Tech Professionals

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Mastering Multidisciplinary Skills: Key for Finance & Tech Professionals

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Entrepreneur

June 30, 2023

Mastering Financial Independence: Essential Strategies for Your First Job

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Budgeting

August 24, 2023

Mastering Budgeting for CFOs: Three Crucial Tips for Success

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Personal Finance

June 15, 2023

Master Your Finances with Ostrich: A Simplified Path to Financial Wellness

LeapFin: Revolutionizing Financial Data Processing

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LeapFin: Revolutionizing Financial Data Processing

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Fractional CFO

March 10, 2023

Leading High-Growth Businesses: Fresh FP&A's Fractional CFO Services

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

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April 28, 2023

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

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Personal Finance

June 15, 2023

Investing for Beginners: Unlocking the Power of Compound Interest and Low-Cost Index Funds

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Personal Finance

June 15, 2023

Inspiration and Innovation: How William Glass Transformed Personal Finance with Ostrich

Improving Liquidity in SMB Acquisition Markets

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Banking

April 20, 2023

Improving Liquidity in SMB Acquisition Markets

How to Choose the Right Software for Your Business

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CFO

April 28, 2023

How to Choose the Right Software for Your Business

How a private equity background CFO can help improve your company

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Board Report

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How a private equity background CFO can help improve your company

How Fintech Innovations are Changing the Accounting Landscape

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Fractional CFO

April 14, 2023

How Fintech Innovations are Changing the Accounting Landscape

How CFOs can deliver detailed reports to investors that inspire confidence

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Board Report

March 10, 2023

How CFOs can deliver detailed reports to investors that inspire confidence

How Banks Are Preparing for Cyber Attacks

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April 20, 2023

How Banks Are Preparing for Cyber Attacks

Hope on the Horizon: Overcoming Challenges in Small Business

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Hope on the Horizon: Overcoming Challenges in Small Business

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CFO

April 28, 2023

Harnessing the Power of AI in Financial Operations

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June 29, 2023

From Small Town to Big Dreams: Alexa Curtis' Journey in Media and Entrepreneurship

From Scratch to Success: Helping New Entrepreneurs with Financial Planning

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April 14, 2023

From Scratch to Success: Helping New Entrepreneurs with Financial Planning

From Revenue to Profitability Multiples: A Massive Shift in the SMB M&A Market

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March 10, 2023

From Revenue to Profitability Multiples: A Massive Shift in the SMB M&A Market

From Numbers to Innovation: The Modern CFO's Toolkit

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April 28, 2023

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Podcast

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EPISODE 05

Automotive Finance - With Jim Boswell

In this episode of our podcast, we sit down with Jim Boswell, CFO At FullSpeed. During this pod, Jim explains all the necessary financial insights that he applies to his company, which can be extrapolated to all industries.

Banking Perspectives: SVB and Beyond - Rob Tompkins

EPISODE 04

Banking Perspectives: SVB and Beyond - Rob Tompkins

In this episode we discuss Silicon Valley Bank's recent downfall, with CFO of RiskScout, sharing his insights on the matter. SVB saw a massive influx of deposits during the 2020 venture boom, resulting in deposits increasing to about $190 billion in 2021.

EPISODE 07

Banking Solutions for SMEs - With Heather Endresen

In this episode of our podcast, we sit down with Heather Endresen, Sponsor Finance Director at Live Oak Bank. This episode highlights the author's 34-year career in the banking industry, discussing challenges, opportunities, and the importance of relationships.

EPISODE 11

CFO Entrepreneurial Dreams - With Javier Moya

Join us for Episode 11 of 'A CoFi with' as Alex Irigoyen, CEO and co-founder of CoFi, sits down with Javier Moya, Finance, data & executive. In this dynamic interview, Alex and Javier will discuss the dreams of a CFO in these changing times. As a finance leader and entrepreneur, Javier brings unique insights into the balance life and adapting to new technologies.

EPISODE 08

Creativity in CFO's role - With Bob Morgan

In this episode of our podcast, we sit down with Bob Morgan, entrepreneur & CFO of many companies. During the interview we talk about different CFO challenges, new technologies, some tips and above all how to apply creativity in the CFO's day-to-day work.

EPISODE 14

Empowering female entrepreneurs - With Alexa Curtis

This interview delves into how GrasshoppHer is empowering women in the financial industry by providing career development tools and resources. It highlights the insights and success stories of women who have benefited from the platform.

Finance in a PE-backed company - Luis Rietti

EPISODE 03

Finance in a PE-backed company - Luis Rietti

Luis shares his expertise on the importance of reporting when a company is backed by private equity and how it differs from reporting for a publicly traded company. We explore the different financial reporting requirements.

EPISODE 09

Finance in the Exotic Car Industry - With Gregg Krik

In this episode of our podcast, we sit down with Gregg Krik, Finance Director of many companies, like Massearti and National Geographic. Have been with several companies in the same role with different challenges. He has a very interesting experience in the Maserati company and the luxury world.

EPISODE 06

Fractional CFO for SME - With Traeton McGlohon

In this episode of Cofi, we meet Traeton McGlohon, founder and CEO of Fintrae, offering fractional CFO services to small businesses. We discuss his background in finance and tech, services offered, the role of technology, and how he manages multiple clients effectively.

EPISODE 10

Monetizing finance data - With Jason Berwanger

Join us for Episode 10 of 'A CoFi with' as Alex Irigoyen, CEO and co-founder of CoFi, sits down with Jason Berwanger, Finance, data & executive. In this dynamic interview, Alex and Jason will discuss the challenges of data in finance in these changing times.

Reporting to the Board - Brian Pulsipher

EPISODE 02

Reporting to the Board - Brian Pulsipher

In this dynamic interview, Alex and Brian will discuss the challenges of reporting to the board in these changing times. As a finance leader, Brian brings unique insights into adapting to new technologies in finance and reporting.

The Future of Fractional CFOS - with Chris Ortega

EPISODE 01

The Future of Fractional CFOS - with Chris Ortega

Chris is a leading financial planning and analysis expert. In this interview, he shares his insights on the latest trends in FP&A and the growing use of fractional CFOs.

EPISODE 13

Unlocking Financial Success - William Glass

In this dynamic interview, Alex and William will talk about how to unlock financial success in young people, and shared insights about his background and the journey that led him to create a personal finance management platform. Don't miss this opportunity to learn from William's experiences.

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