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The CFO Alliance Blog

According to our most recent CFO Sentiment Study, corporate growth is a major theme driving decision making at middle market enterprises. In fact, 65% of CFOs identified top line revenue growth as their top priority. While a focus on growth is both healthy and necessary, the myriad paths available to achieving it each present their own unique challenges. The ubiquitous issues pertaining to timing, technology and team can actually be amplified when determining appropriate growth...


Man-made risks, such as cyber risk, physical security threats and climate change—are the driving forces in the global threat landscape. Unlike natural risk, which remains a central preoccupation, man-made risks have agency.

Achieving organizational resilience in the era of man-made risk requires new approaches to risk management and decision making.  We call this global risk agility.

The quest for global risk agility is principally a management framework aimed at changing the way...


Employee turnover is a very expensive process. Succession planning for employees due to retirement is critical, and also something that you can prioritize and plan for to ensure your business will continue to run smoothly upon departure. While facilitating a CFO Alliance webinar on The CFO’s Responsibility in Retirement Planning, I asked the audience the question below:

It is great to see 40+% planning proactively for succession of key talent. We hope that the data from our retirement...


The use of automatic features, most commonly auto-enroll, auto-reenroll, auto escalation, and default investment options, currently dominated by target date funds, is gaining significant traction in the marketplace. These features are a company’s most powerful tools in changing behavior and putting more employees on a path to financial wellness. Anxieties about overstepping into making financial decisions for employees such as how much to defer into a retirement account are waning....


It has been another banner year for middle market M&A transactions, driven largely by a perception of topped out valuations and concerns about the inevitable uptick in historically low interest rates. Halfway through 2017, mid-market Buyers and Sellers are feeling a greater sense of urgency to close deals as many sellers believe the market has reached a peak and valuations won’t hold.

However, early indications are that the reality may be somewhat different. A potential lowering of...


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