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  • Category: Systems & Processes

Email Archive

Past CFO|Circle threads on

Past CHRO|Circle threads on

Tips on how to access and browse the email archive

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Transitioning Your Board of Directors From Private to Public

As a CFO, how do you help manage the transition of your board of directors from a private company to a public company? Four battle-tested CFO’s shared their experience and advice with The Circle Community.

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Pricing and Packaging Paradox: Consumption, Subscription or Both?

Many companies are actively exploring a shift from a subscription-based pricing model to a consumption-based model, or hybrid of both. Here are some of the key considerations as you think through the transition, and tips for how to prepare your customers and internal teams.

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The Do‘s and Don’ts for Creating, Implementing, and Optimizing Your Deal Desk

A sales negotiation Deal Desk can streamline your sales team’s negotiation process, providing critical guidance and support for standard and complex deals alike. On the ground leaders of The Circle share best practices for creating, implementing, running, and optimizing a Deal Desk operation.
Deal Desk - Do's and Don'ts

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The CFO Software Stack: Tips for Implementation

CFO’s touch upon so many aspects of the business and a critical one is owning and managing the majority of a company's software stack. The CFO|Circle convened to discuss the good, the bad, and the ugly of the software they are using today, best practices for implementation, and if there should be a specific role hired to manage the stack.
CFO Software Stack Programs Systems

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Managing Risk in Accepting and Using the PPP Loan

 The CFO|Circle was joined by Kevin Grumberg + Grant Fondo + Derek Cohen of Goodwin and Courtney Dorman + Amy Koch of Brunswick who offered a framework for assessing and managing risk with respect to audits, lawsuits and unwanted publicity around the PPP loan.

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You Received a PPP Loan. What’s Next?

The CFO|Circle came together with Adam Steinberger + Michael Barrett + Dennis Minich of Andersen Tax and Kevin Grumberg of Goodwin to discuss the loan forgiveness provisions under the CARES Act and the latest Paycheck Protection Program (PPP) developments. 
PPP Loan Whats Next

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A Virtual Gathering for Finance Leads During Unprecedented Times

CFO|Circle convened to discuss burning topics during the Pandemic of COVID-19. As always, and especially now, leaning in and helping each other navigate through unprecedented times.

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Pointers on COVID Prevention and Recovery for Fulfillment Facilities

The CEO|Circle was joined by Nader Kabbani VP of Amazon Flex and Last Mile Logistics to discuss best practices for COVID prevention and recovery for fulfillment facilities.
COVID Prevention and Recover Warehouse Facilities

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