241. Financial Transformation Live: Planning a Successful Project
Send us your thoughtsIn this episode of Financial Transformation Live, host Hannah Munro shares what it really takes to deliver a successful finance system implementation. From preparing your team to managing risks and ensuring a smooth go-live, Hannah offers practical insights and lessons learned from real-world projects.You’ll learn:How to prepare your team and build urgency using the change cycleThe critical stages of a finance implementation – from planning to go-liveThe role of stakeholders and how to use a RACI matrix to clarify responsibilitiesWhy proof of concept and thorough testing are key to stress-free deliveryBest practices for training, capacity planning, and super-user supportTips to avoid common pitfalls like scope creep, poor data migration, and resistance to changeLinks mentioned: Previous session: Transformation TroubleshooterConnect with Hannah MunroExplore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!How to Map Out Your Finance Integration ProjectHow to Assess Your Current Finance SystemCustomer Success StoriesBook a discovery call Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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240. AI in Finance: From Complex Workflows to Scalable AI Solutions with Tariq Munir
Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI. In this episode, you’ll learn:Why transformation should be embedded in everyday finance work, not treated as a separate roleHow to influence change without authority and build a “transformation snowball”What good governance looks like — and the pitfalls that can derail changeHow to measure AI project success beyond ROI, including adoption and engagementThe role of subject matter experts in training and maintaining effective AI modelsHow to simplify workflows and manage complexity before introducing AILinks mentioned:Tariq's Linkedin Learn more about FinspyrTariq's book Reimagine Finance Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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239. PE Backed: The CFO’s Balancing Act Between Growth and Governance with Ian Pugh
Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro continues the Private Equity series with Ian Pugh, CFO at Precise TV. Ian shares his journey into private equity and reveals the realities of leading finance in a fast-paced, investor-backed business.In this episode, you’ll discover:The importance of trust with investors — and how to manage bad news or crises effectivelyLessons from handling a serious fraud incident and protecting stakeholder relationshipsHow to make board packs engaging, concise, and valuable for both investors and non-execsStrategies for managing investor reporting demands alongside running the businessAdvice for CFOs entering PE-backed roles, including first 100-day priorities and long-term success factorsLinks mentioned:Ian's Linkedin Learn more about Precise TV Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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238. CFO Stories | Cashflow, Credibility & Creative CFOs: Scaling Startups with Andrew Brummer
Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro chats with Andrew Brummer, CFO at Distributed, about the realities of finance leadership in early-stage and high-growth businesses. From managing cashflow crises to building future-ready finance teams, Andrew shares lessons from his unconventional journey and startup experience.Topics covered include:Andrew’s unique path from event management to CFOBuilding lean, scalable finance functions for startupsManaging cashflow challenges with creativity and clarityThe strategic role of FP&A in early-stage businessesNavigating investor relationships across VC and PEAdvice for new CFOs on due diligence, early wins, and adding value fastLinks mentioned:Andrew's LinkedinLearn more about Distributed Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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237. Finance Transformation Live - Transformation Troubleshooter
Send us your thoughtsIn this Transformation Troubleshooter edition of Financial Transformation Live, hosts Hannah Munro and Neil Lynchehaun tackle real-world finance transformation challenges shared by listeners. From project overload to spreadsheet sprawl, they offer practical strategies to help finance leaders navigate complexity with confidence.In this episode, they cover:How to manage multiple overlapping transformation projects without burning out your teamApproaches to reprioritising and phasing work to avoid chaos and maintain momentumWhat to do when a new CFO questions an in-progress finance system rolloutThe importance of focusing on outcomes—not just solutions—when defending project decisionsHow to engage teams stuck in Excel and manual processes without triggering resistancePractical ways to build buy-in, uncover hidden capabilities, and lead change effectivelyLinks mentionedPrevious session: Future Proofing your Finance Software ArchitectureConnect with Hannah MunroConnect with Neil Lynchehaun Explore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!Our Implementation Options and MethodologyCustomer Success StoriesBook a discovery call Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 embodies the archetype of the Financial Leader in the future — a fusion of strategic visionaries and tech-savvy innovators. As the CFO role swiftly evolves from a mere cost controller to a strategic influencer, each transition opens up novel possibilities. Tune in as we share valuable insights and guidance from inspirational CFOs and finance leaders every episode, empowering you to revolutionise your processes, people, and data. Seize the opportunities, propel your business and career forward, and lead with unwavering confidence. Join us in shaping the future of Finance — this is CFO 4.0, your guide to the Future of Finance. We’d love for you to join our community, and if you like what you hear (which I’m sure you will 😉) it would be great if you rate and share.
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