Create The Next From ProCFO Partners ProCFO Partners

It's the time of year again when people are reviewing their goals for the year. But it's also important to take this opportunity to look back and reflect on what 2021 brought, so that we can understand what worked and what needs to be changed. In today’s episode Managing Partner and Co-Founder Haleh Fardi discusses the importance of Beginning Again. Recalibrate and rethink, rather than reinvent. Businesses need to have a more thoughtful conversation with their employees about what they want to achieve this year and how they hope it will go. This new mindset will help them avoid making mistakes that could derail their plans for success. Haleh shares valuable insights on how even small changes can have significant impact.

Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.

ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Right now Venture Capitalists are looking for the right startup opportunities to invest in - and they're not all finding what they'd hoped for. In today's episode CFO Kathleen Reynolds what she's seeing in the landscape of early stage companies. She discusses the need for better connections and relationships between investors and early stage companies, and the importance of a strong network of advisors and board members to make key introductions to funding resources along the way.

Companies in early, seed stage funding and operations have dramatically different realities and needs than those in mid-stage or later-stage growth. In today's episode Todd Sloan joins us to explore these stages more in-depth. He discusses how to excel in each stage while keeping an eye on the stage ahead, and why it's important for founders to know when and how to expand on their skillsets with experts around them who can help them make the climb.

Who's the better employee - the deeply committed, personally invested person who lacks some raw skills, or the highly skilled person who can sometimes be tough to manage? Should you hire for skill, or for "fit"? What does any of that even mean? In today's episode Managing Partner and Co-Founder Nelson Tepfer helps us make sense of the Skill Wall, including insights and perspective on when to explore hard skills versus passion, and why having a vision of success for the role before even exploring options is critical. Especially when the labor market is as tight as it is, this is essential listening for the leader looking to make sense of what to do with the best, and what to do with the rest.

Managing Director Rashid Khan joins us in this episode to ask important questions and encourage critical thought on one of the most important aspects of your business: your people. Especially in the era of The Great Resignation, how do you engage your team? How do you approach your Human Resources in a more, well, human way? Rashid shares advice and insights on what modern companies must do, and do better, do attract and retain top talent.

When most business leaders think "annual planning," the mind jumps to conference rooms and white boards filled with numbers and projections. Important stuff, but incomplete for actually creating and achieving your goals. For that, you need vision to understand your values. What's important to you as a leader? What's important to your market?  What's your company's purpose for the market? In today's episode Co-Founder and Managing Partner Haleh Fardi shares an essential perspective on rethinking goal setting and annual planning. When you understand and define a theme for your annual planning, you give your goals context and relevancy that give new meaning to measurements and metrics.