There are never enough hours in the day for a CFO...
How do you ensure that you are focused on the right items?
How do you turn a long list of competing tasks, opportunities and problems into a coherent, actionable plan?
Are you a financial director or chief financial officer who is:
FDs at all levels will benefit from this half-day workshop aimed at helping you to identify your key challenges, prioritise efforts and develop a personal roadmap.
Simon Davidson, Director
The CFO room is a dedicated, stimulating, and interactive space for a one-to-one discussion and challenge where you will be able to work on your key strategic, financial and leadership issues and leave the session with a 180-day action plan.
Do you find yourself grappling with any of these questions, but never have the time to sit down and work through the solutions?
The CFO room will help you define, assess and filter your priorities to focus the most important items into key initiatives to ensure that effort is aligned to the most important challenges and opportunities you are currently facing.
Watch our CFOs share their experiences of the CFO Room and how it helped them to focus on their key strategic, financial and leadership priorities.
Define your reference points
What are the hopes, fears and legacy for your role? What do your stakeholders think? We use these questions to anchor the discussion on the day.
Define prioritise and filter your priorities
Building on some brief pre-work, we challenge your list of priorities and the relative importance you placed upon each, help you arrange them in manageable themes, and assess your confidence in delivery for each.
Talent and stakeholder support
We look at the team and stakeholders around you, from star performers to potential barriers, to evaluate how they play in to what you need to achieve.
Build your initiatives and 180 day plan
Much of the work of the day evolves in to an action plan, which we will help you craft, taking account of any constraints and key events.
Typically, a CFO room session lasts half a day and can be run remotely using an online collaboration software or face-to-face. We also act as an independent part of the progress review process in the months following the session as you continue to drive through your action plan.
Simon is a director in our finance consulting team and leads our ‘CFO room’ concept both in the UK and internationally. Simon is ACA qualified with over 18 years of advisory experience.
He works with leaders and teams to deliver finance functions that can support the needs of the wider business, including vision, strategy, target operating model and programme management.
Alex leads our UK finance consulting team. Alex is CIMA qualified and has over 20 years of experience in both practice and industry.
He supports clients to shape and deliver finance programmes and projects focused on sustainable improvements in efficiency and effectiveness.
From identifying your strategic, financial and leadership priorities and staying ahead of regulatory change, to becoming a more agile finance function and remaining compliant as the way we work changes.
Let us know your challenges and we’ll help you to find the headroom and you need to devise a coherent plan of action.
