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Mastering FP&A with Cofi
Podcast
Fake It Until You Make It: Professionalizing FP&A Reporting for Growing Companies
Private Equity
October 24, 2024

Fake It Until You Make It: Professionalizing FP&A Reporting for Growing Companies

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Streamlining FP&A Reporting: How Private Equity Firms Can Add Value Across Their Portfolio
Private Equity
October 7, 2024

Streamlining FP&A Reporting: How Private Equity Firms Can Add Value Across Their Portfolio

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Key Performance Indicators (KPIs): Critical Tools for Private Equity Firm Portfolio Management
Private Equity
September 23, 2024

Key Performance Indicators (KPIs): Critical Tools for Private Equity Firm Portfolio Management

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Why Using a Financial Planning Platform is Crucial for Business Success
Planning
August 10, 2023

Why Using a Financial Planning Platform is Crucial for Business Success

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Important SaaS Metrics You Need To Track in 2023
Metrics
July 12, 2023

Important SaaS Metrics You Need To Track in 2023

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Unleashing the Entrepreneurial Spirit: A Journey through Content Creation Mediums
Entrepreneur
July 5, 2023

Unleashing the Entrepreneurial Spirit: A Journey through Content Creation Mediums

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From Rejection to Resilience: The Inspiring Story of the Village Summit and its Impact
Entrepreneur
July 5, 2023

From Rejection to Resilience: The Inspiring Story of the Village Summit and its Impact

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GrasshoppHer: Transforming Women's Careers and Financial Success
Entrepreneur
July 5, 2023

GrasshoppHer: Transforming Women's Careers and Financial Success

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Empowering Women in Entrepreneurship: GrasshoppHer's Role in Building Success
Entrepreneur
July 5, 2023

Empowering Women in Entrepreneurship: GrasshoppHer's Role in Building Success

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Building Financial Confidence: Empowering Women in Post-College Life
Entrepreneur
July 5, 2023

Building Financial Confidence: Empowering Women in Post-College Life

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Building a Strong Financial Future: Key Steps for New Entrants to the Workforce
Entrepreneur
July 5, 2023

Building a Strong Financial Future: Key Steps for New Entrants to the Workforce

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Beyond Viral Fame: Diversified Approaches to Success in Women's Entrepreneurship
Entrepreneur
July 5, 2023

Beyond Viral Fame: Diversified Approaches to Success in Women's Entrepreneurship

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Exploring the Evolving Landscape of Social Media in Entrepreneurship
Entrepreneur
July 5, 2023

Exploring the Evolving Landscape of Social Media in Entrepreneurship

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Navigating Gender Dynamics: Unveiling the Unique Challenges and Triumphs in Entrepreneurship
Entrepreneur
July 5, 2023

Navigating Gender Dynamics: Unveiling the Unique Challenges and Triumphs in Entrepreneurship

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Bridging the Funding Gap: Navigating Challenges for Women in Venture Capital
Entrepreneur
July 5, 2023

Bridging the Funding Gap: Navigating Challenges for Women in Venture Capital

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Investing in Women-Led Businesses: Unlocking Potential and Driving Economic Growth
Entrepreneur
July 5, 2023

Investing in Women-Led Businesses: Unlocking Potential and Driving Economic Growth

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Unleashing Potential: Bridging the Gender Gap in Venture Capital Funding
Entrepreneur
July 5, 2023

Unleashing Potential: Bridging the Gender Gap in Venture Capital Funding

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Fashion Forward: The Role of Technology in Revolutionizing the Fast Fashion Landscape
Entrepreneur
July 5, 2023

Fashion Forward: The Role of Technology in Revolutionizing the Fast Fashion Landscape

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Sustainable Fast Fashion: Balancing Trends, Affordability, and Ethical Practices
Entrepreneur
July 5, 2023

Sustainable Fast Fashion: Balancing Trends, Affordability, and Ethical Practices

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Balancing Affordability and Responsibility: The Path to Sustainable Fast Fashion
Entrepreneur
July 5, 2023

Balancing Affordability and Responsibility: The Path to Sustainable Fast Fashion

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Technology and Sustainability: Revolutionizing the Fast Fashion Industry
Entrepreneur
July 5, 2023

Technology and Sustainability: Revolutionizing the Fast Fashion Industry

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Tech-Driven Transformation: Exploring the Impact of AI and Automation on the Fashion Industry
Entrepreneur
July 5, 2023

Tech-Driven Transformation: Exploring the Impact of AI and Automation on the Fashion Industry

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The Power of Networking: Building Meaningful Connections for Career Success
Entrepreneur
July 5, 2023

The Power of Networking: Building Meaningful Connections for Career Success

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Resilience and Success: The Remarkable Story of Alexa Curtis' Rise in the Business World
Entrepreneur
July 4, 2023

Resilience and Success: The Remarkable Story of Alexa Curtis' Rise in the Business World

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From Fearless Fridays to Fearless Every Day: The Evolution of Alexa Curtis' Empowering Journey
Entrepreneur
July 4, 2023

From Fearless Fridays to Fearless Every Day: The Evolution of Alexa Curtis' Empowering Journey

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From Dreaming of Acting to Blogging: A Journey of Creative Expression
Entrepreneur
July 5, 2023

From Dreaming of Acting to Blogging: A Journey of Creative Expression

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William's Journey: From Modeling to Ostrich - A Path of Diverse Influence
Personal Finance
June 16, 2023

William's Journey: From Modeling to Ostrich - A Path of Diverse Influence

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Paving the Way: The Evolution of William Glass's Career from Sales to Tech Entrepreneurship
Personal Finance
June 16, 2023

Paving the Way: The Evolution of William Glass's Career from Sales to Tech Entrepreneurship

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Turning Personal Finance Challenges into Entrepreneurial Opportunities
Personal Finance
June 16, 2023

Turning Personal Finance Challenges into Entrepreneurial Opportunities

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Gamified and Social: How Ostrich Redefines Personal Finance Management
Personal Finance
June 16, 2023

Gamified and Social: How Ostrich Redefines Personal Finance Management

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Building a Solid Financial Foundation: A Guide to Basic Investing
Personal Finance
June 16, 2023

Building a Solid Financial Foundation: A Guide to Basic Investing

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Building a Strong Financial Foundation: Overcoming Common Mistakes Young People Make with Money
Personal Finance
June 16, 2023

Building a Strong Financial Foundation: Overcoming Common Mistakes Young People Make with Money

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The Customization of High-End Luxury Cars
Automotive Industry
May 5, 2023

The Customization of High-End Luxury Cars

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 Pivoting with Purpose: Unveiling the Evolution of Next-Gen's Mission
AI
May 26, 2023

Pivoting with Purpose: Unveiling the Evolution of Next-Gen's Mission

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Designing the Future of Education with AI: Next-Gen's Path to Personalized Learning
AI
May 26, 2023

Designing the Future of Education with AI: Next-Gen's Path to Personalized Learning

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Taking the Thinking Out of Learning: The Power of Customized Algorithms
AI
May 26, 2023

Taking the Thinking Out of Learning: The Power of Customized Algorithms

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Thriving in Turbulence: Unlocking Opportunities in a Recession-Like Economy
AI
May 26, 2023

Thriving in Turbulence: Unlocking Opportunities in a Recession-Like Economy

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Unveiling the Medicine: Strategies for Maintaining Calm Amidst the Chaos
AI
May 26, 2023

Unveiling the Medicine: Strategies for Maintaining Calm Amidst the Chaos

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From Seven to Eight: Unveiling the Secrets of Efficient Sleep
AI
May 26, 2023

From Seven to Eight: Unveiling the Secrets of Efficient Sleep

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From Ambition to Action: Simplifying the Path to Entrepreneurship
AI
May 26, 2023

From Ambition to Action: Simplifying the Path to Entrepreneurship

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Revolutionizing Education: Personalized Skill Building with AI
AI
May 26, 2023

Revolutionizing Education: Personalized Skill Building with AI

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Why Version Control is Crucial to Corporate Budgets and How to Maintain Version Integrity
Budgeting
November 20, 2022

Why Version Control is Crucial to Corporate Budgets and How to Maintain Version Integrity

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5 Steps to Budgeting for Software Purchases
Budgeting
November 20, 2022

5 Steps to Budgeting for Software Purchases

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Roadblocks to an Empowering Corporate Budget
Budgeting
November 20, 2022

Roadblocks to an Empowering Corporate Budget

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5 Required Software Features to Optimizing Budget Traceability in Your Organization
Budgeting
November 20, 2022

5 Required Software Features to Optimizing Budget Traceability in Your Organization

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What is xP&A and Why Does It Matter to Corporate Leadership?
New concepts
November 20, 2022

What is xP&A and Why Does It Matter to Corporate Leadership?

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Navigating Financial Consolidation
Consolidation
February 8, 2023

Navigating Financial Consolidation

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5 Reasons Why Financial Modeling with Spreadsheets is Dangerous for Your Business
Planning
February 8, 2023

5 Reasons Why Financial Modeling with Spreadsheets is Dangerous for Your Business

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Understanding Business Performance Through Budget Variance Analysis
Planning
February 8, 2023

Understanding Business Performance Through Budget Variance Analysis

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5 Common Obstacles to Accurate Cash Flow Forecasting
Forecasting
February 8, 2023

5 Common Obstacles to Accurate Cash Flow Forecasting

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How to Use Tax Provisioning to Streamline Paying Corporate Taxes
Planning
March 8, 2023

How to Use Tax Provisioning to Streamline Paying Corporate Taxes

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Brian's journey from data analyst to VP of Finance in a tech startup
Board Report
March 10, 2023

Brian's journey from data analyst to VP of Finance in a tech startup

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Career journey: From Auditor to Entrepreneurship to Fresh FP&A
Fractional CFO
March 10, 2023

Career journey: From Auditor to Entrepreneurship to Fresh FP&A

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From Sales to Finance: An Unconventional Career Path
Private Equity
March 10, 2023

From Sales to Finance: An Unconventional Career Path

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Pivoting from PE to Seed Companies: A CFO's Diverse Experience
Board Report
March 21, 2023

Pivoting from PE to Seed Companies: A CFO's Diverse Experience

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VC vs. PE: Navigating Differences in Fund Theses and Goals
Board Report
March 21, 2023

VC vs. PE: Navigating Differences in Fund Theses and Goals

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Efficient reporting: the key to understanding growth risk profiles
Board Report
March 21, 2023

Efficient reporting: the key to understanding growth risk profiles

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The Three Main KPIs Investors are Looking at for Profitability in the SAS Space
Board Report
March 21, 2023

The Three Main KPIs Investors are Looking at for Profitability in the SAS Space

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Managing Increased Reporting Requirements: Insights from Brian
Board Report
March 21, 2023

Managing Increased Reporting Requirements: Insights from Brian

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CFO's Superpower for the Future
Board Report
March 21, 2023

CFO's Superpower for the Future

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From Sales to Finance: Navigating a Non-Traditional Path to Success in Business
Private Equity
March 21, 2023

From Sales to Finance: Navigating a Non-Traditional Path to Success in Business

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Unlocking the Benefits of Private Equity
Private Equity
March 21, 2023

Unlocking the Benefits of Private Equity

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The Heating Up of the M&A Market: Implications for Different Segments
Private Equity
March 21, 2023

The Heating Up of the M&A Market: Implications for Different Segments

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The Pitfalls of Passion-Driven Due Diligence: Overlooking Fundamentals
Private Equity
March 21, 2023

The Pitfalls of Passion-Driven Due Diligence: Overlooking Fundamentals

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From Data Points to Stress Testing: Optimizing the Forecasting Process
Private Equity
March 21, 2023

From Data Points to Stress Testing: Optimizing the Forecasting Process

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Beyond EBITDA: The Growing Importance of Adjusted Metrics in M&A
Private Equity
March 21, 2023

Beyond EBITDA: The Growing Importance of Adjusted Metrics in M&A

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Using Financial and Operating Data to Benefit the Company
Private Equity
March 21, 2023

Using Financial and Operating Data to Benefit the Company

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Leading Finance Organizations in High Growth Industries
Fractional CFO
March 21, 2023

Leading Finance Organizations in High Growth Industries

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Intimately Knowing Modern CFOs: Fresh FP&A's Product Marketing
Fractional CFO
March 21, 2023

Intimately Knowing Modern CFOs: Fresh FP&A's Product Marketing

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The Rise of Fractional CFOs: Why Companies are Choosing This Model
Fractional CFO
March 21, 2023

The Rise of Fractional CFOs: Why Companies are Choosing This Model

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The Importance of Hiring a Fractional CFO for Your Business
Fractional CFO
March 21, 2023

The Importance of Hiring a Fractional CFO for Your Business

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The Strategic Partner: Essential Skills for a Fractional CFO
Fractional CFO
March 21, 2023

The Strategic Partner: Essential Skills for a Fractional CFO

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Finding Your Place in the Fractional CFO Market
Fractional CFO
March 21, 2023

Finding Your Place in the Fractional CFO Market

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The Importance of Data in Finance: Insights from Rob Tompkins, CFO of RiskCout
Banking
April 6, 2023

The Importance of Data in Finance: Insights from Rob Tompkins, CFO of RiskCout

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A Look Back at Silicon Valley in the Early 2000s: Insights from Rob Tompkins, CFO of RiskCout
Banking
April 6, 2023

A Look Back at Silicon Valley in the Early 2000s: Insights from Rob Tompkins, CFO of RiskCout

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How a Perfect Storm of Deposits, Bonds, and Burning Cash Led to the Collapse of Silicon Valley Bank
Banking
April 6, 2023

How a Perfect Storm of Deposits, Bonds, and Burning Cash Led to the Collapse of Silicon Valley Bank

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The Rise and Fall of Silicon Valley Bank: Lessons in Risk Management and Oversight
Audit
April 6, 2023

The Rise and Fall of Silicon Valley Bank: Lessons in Risk Management and Oversight

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Coping with Layoffs in the Tech Industry: A Personal Perspective from Rob Tompkins
Banking
April 6, 2023

Coping with Layoffs in the Tech Industry: A Personal Perspective from Rob Tompkins

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Banking Trends to Watch Out For: The Future of Digital and Open Banking
Banking
April 6, 2023

Banking Trends to Watch Out For: The Future of Digital and Open Banking

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Banking in the Post-Pandemic World: Challenges and Opportunities
Banking
April 6, 2023

Banking in the Post-Pandemic World: Challenges and Opportunities

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Beyond the Pandemic: Strategies for Startups to Thrive in the Post-COVID Era
Banking
April 6, 2023

Beyond the Pandemic: Strategies for Startups to Thrive in the Post-COVID Era

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From Top Line Growth to Bottom Line Efficiency: Navigating the Changing Landscape of Startup Finance
Banking
April 6, 2023

From Top Line Growth to Bottom Line Efficiency: Navigating the Changing Landscape of Startup Finance

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Navigating Banking Crises: Tips for Tech Company Finance Leaders
Banking
April 6, 2023

Navigating Banking Crises: Tips for Tech Company Finance Leaders

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The Future of Tech and Finance: Opportunities and Challenges in the Emerging Landscape
Banking
April 6, 2023

The Future of Tech and Finance: Opportunities and Challenges in the Emerging Landscape

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Insightful Interview with Rob Tompkins, CFO of RiskScout: Reflecting on the Recent Silicon Valley Bank Crisis
Banking
April 6, 2023

Insightful Interview with Rob Tompkins, CFO of RiskScout: Reflecting on the Recent Silicon Valley Bank Crisis

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Managing a Portfolio Company During Tax Season: A Personal Account
Fractional CFO
April 14, 2023

Managing a Portfolio Company During Tax Season: A Personal Account

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How Finn Tray's Founder Became a Successful Fractional CFO
Fractional CFO
April 14, 2023

How Finn Tray's Founder Became a Successful Fractional CFO

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Fintrae Offers Finance and Bookkeeping Services to Diverse Clientele
Fractional CFO
April 14, 2023

Fintrae Offers Finance and Bookkeeping Services to Diverse Clientele

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Leveraging QuickBooks Integrations for Improved Financial Analysis
Fractional CFO
April 14, 2023

Leveraging QuickBooks Integrations for Improved Financial Analysis

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Mastering Finance Across Different Industries: Lessons Learned
Fractional CFO
April 14, 2023

Mastering Finance Across Different Industries: Lessons Learned

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Finding the Right Fit: Partnering for Financial Success
Fractional CFO
April 14, 2023

Finding the Right Fit: Partnering for Financial Success

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Navigating the Recent Banking Failures as a Small Business
Fractional CFO
April 14, 2023

Navigating the Recent Banking Failures as a Small Business

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Harnessing the Power of Fintech for Success
Fractional CFO
April 14, 2023

Harnessing the Power of Fintech for Success

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Early Financial Planning: A Key to Entrepreneurial Success
Fractional CFO
April 14, 2023

Early Financial Planning: A Key to Entrepreneurial Success

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Fintae: Your One-Stop Shop for Small Business Financial Support
Fractional CFO
April 14, 2023

Fintae: Your One-Stop Shop for Small Business Financial Support

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The Importance of Accurate Data in Budgeting and Forecasting for Small Businesses
Fractional CFO
April 14, 2023

The Importance of Accurate Data in Budgeting and Forecasting for Small Businesses

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"Strategic Planning: Balancing Frequency and Flexibility in Financial Forecasting"
Fractional CFO
April 14, 2023

"Strategic Planning: Balancing Frequency and Flexibility in Financial Forecasting"

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Adapting to Changes with High-Level Forecasting
Fractional CFO
April 14, 2023

Adapting to Changes with High-Level Forecasting

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Essential Budget Data Gathering for Small Businesses
Fractional CFO
April 14, 2023

Essential Budget Data Gathering for Small Businesses

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Overcoming Workaholism: Creating Boundaries for a Healthier Life
Fractional CFO
April 14, 2023

Overcoming Workaholism: Creating Boundaries for a Healthier Life

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