Board meetings are hard to get right as a CFO—that's why we brought on Dave Kellogg, who's sat on both sides of the table, to give you the ultimate run-down of how to execute a great board meeting. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics
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SPONSORS:
NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months.
Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. 🌴 Visit www.tropicapp.io/metrics to learn how.
Planful empowers teams just like yours to drive peak financial performance in every corner of your business. Think purpose-built applications for every department, from FP&A to accounting, marketing to HR, all with built-in financial intelligence. ✍️ Go to https://planful.com/metrics to see how you can tackle unwanted surprises in real-time.
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X / TWITTER:
@Kellblog (Dave)
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:50) SEGMENT: CJ's opening “Off the Books” monologue - Mailbag
(4:21) Start of interview
(05:10) On how to prepare for a board presentation
(08:00) What the start of a board meeting and structure should look like
(14:15) What numbers and metrics to have in your board presentation
(16:40) Sponsor: NetSuite + Tropic
(20:26]) Dave's template for a VP session
(24:15) Closed-door sessions: what is this and what goes on here?
(27:19) Board members vs. board observers
(30:17) On board dynamics
(31:06) When to send out your board deck
(33:40) Sponsor: Planful
(34:50) Why you should have no surprises during a board meeting
(36:04) The role of an independent board member
(50:09) Missteps people make when presenting an operating plan

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E13: A Startup CEO's Guide to Board Meetings, with Dave Kellogg

Run the Numbers