Form D is a document that the SEC requires a company to file when it issues securities in a private placement under Regulation D. It must be filed with the SEC within 15 days of…
Are You Smarter Than A Fifth Grader?
After speaking with hundreds of CEOs, I realized that burn rate isn’t as Startup101 as I had thought. There are still a lot of things that founders understand incorrectly when it comes to being a…
Microsoft Finance Director’s ‘Aha’ Leadership Moment
With the role of the CFO expanding to include more organizational strategy, it naturally follows that the finance department as a whole will be expected to make a similar shift from “number historian” to a…
The 6 Must-Have Skills For A Startup CEO
Chief Executive Officer? Chief Visionary? Chief Cheerleader? Chief Salesman? Chief Funding Officer? Chief Communications Officer? Chief Team TISI -1.07% Builder? Chief Lightbulb Changer? Chief Coffee Maker? Yup, all of these titles apply to the role…
The 3 Jobs Your Startup Should Outsource
If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team. You may be strong on the technical side or a product whiz, but what about financial strategy, administration,…
Signs a Small Business Needs a CFO
When should a small business owner hire a CFO? While there is no right answer, there are certain indicators. I spoke with Marc P. Palker, CMA, about this topic. Marc is Director of CFO Consulting…
CFO or CEO: Who’s in the ‘Driver’ Seat?
What sort of personality should a CFO have to be influential and effective? A collaborative one, for sure. But according to research by Deloitte on working relationships between finance chiefs and their CEOs -– research that…
