Incentive Stock Options Guide
Creating Incentive Stock Option Plans The appeal of stock options for startups and earlier stage companies may not be what they once were but there remains a high expectation [...]
CFO Survey – Would you add Bitcoin to your balance sheet?
Bitcoin as a store of value and payment mechanism has been growing in acceptance as evidenced by some publicly traded companies putting a portion of their cash reserves into [...]
Startup or Start Over?
Is your startup now a start over? There is nothing wrong in that, so long as you have given it your best shot and learned from it. Maybe things centered [...]
Active Listening Quiz
Active Listening How good a listener are you? The importance of active listening for business applications like customer success and customer experience management are clear: successful companies and executives [...]
Social Enterprises
Paul Sansone, TechCXO partner and former CFO of the Boys and Girls Clubs of America and Better World Books, is an expert in social enterprises, social entrepreneurship and B [...]
Managing the Whole Person
How an Increase in Empathetic Leadership May Have Staying Power What workplace changes will stick once the pandemic subsides? Maria Goldsholl, TechCXO's Managing Partner - Human Capital, identifies three HR [...]
The Power of Compound Decision Making – Part 2
CEOs of private, mostly venture-backed growth companies know all too well the burden of high expectations, both in the milestones and scale they are trying to achieve. Quality decision making [...]
Thoughts and Takeaways from SaaStr 2018
Last week I attended the annual SaaStr conference, where thousands of people in the SaaS community - Founder CEOs, VC & PE investors, operators and service providers of all stripes [...]
Personalization at Scale: The Right Message at the Right Time
Personalization is the approach of choice for leading brands. In fact, personalization is a large part of what has made some of the world's biggest brands the enormous successes they are today. [...]
Better Marketing Through Marketing Technology Architecture
Whether you are a marketing giant or whether you have a "lean and mean" marketing team, your marketing technology architecture is crucial to success. Why? After all, marketing is all [...]
Why Intentional Processes Drive More Revenue
Why Intentional Processes Drive More Revenue When many people think of process, they think of something mandatory. Usually something unpleasant. The idea of the “process police” comes up, a [...]
Leadership vs Management
Management vs. Leadership - Setting the Foundation Establishing the importance of leadership and management in building a high performance culture “Management is about persuading people to do things they do [...]
Sales Planning Guide
Sales Planning Guide This time of the year is critical to Chief Sales and Revenue Officers. So many things to do, so little time to do them: Close Q4 business [...]
Term Sheets
Congratulations. You’ve made a compelling case for your company to receive funding, investors are interested, they’ve done a couple of rounds of due diligence and probably visited you and your [...]
The Power of Compound Decision Making
CEOs of private, mostly venture-backed growth companies know all too well the burden of high expectations, both in the milestones and scale they are trying to achieve. Attached is Part [...]
How Personalized Marketing Can Increase Your E-Commerce Sales
Point, click, buy? If only it were that easy. In his book Successful Advertising, penned in 1885, Thomas Smith famously said that a prospect has to see an ad 20 times [...]
Mapping Your Customer’s Journey: A MarTech Adventure
How do your customers find you? And once they find you, what do they want? Knowing the answers to these questions gives you extremely powerful insights into understanding how to [...]
How to Get the Best Offshore Results
In his 2005 Book, The World Is Flat, Thomas Friedman sums it up pretty well. “There is just a job, and in more cases than ever before it will go to [...]
Before the (Banker) Bake-Off, Cultivate a Great Chef or Two
They were immortalized in literature by Tom Wolfe as “Masters of the Universe” in Bonfire of the Vanities. Michael Lewis described them as “…a breed apart, a member of a [...]
Are you leveraging fractional C-level leadership? Maybe you should
Does Fractional Leadership work?Fractional leadership is the practice of leveraging external experienced C-level executives to fill leadership gaps in your business in a part time capacity. The fractional executive works [...]
List Partners-Winmo Case Study
List Partners-Winmo THE SITUATION Need for multi-level finance/accounting leadership and expertise but List Partners’ ownership did not foresee the workload to support the cost [...]
ProRata Case Study
ProRata THE CHALLENGE Need for expert finance and accounting leadership and management. Need for experienced CFO-level guidance and expertise to help inform and shape the relevant buildout [...]
4th Source Case Study
4th Source THE CHALLENGE 4th Source is a nearshore IT services business that offers its clients same time zone communication, cultural alignment and access to highly qualified [...]
Secretariat International
Secretariat International THE SITUATION Rebuild Secretariat International accounting system after major data loss, transition from cash to accrual accounting; introduce consolidated reporting process and [...]