Andrew Bates

🚨 CFOs: If your finance tech can’t continuously surface vendor overcharges, revenue leakage, or risky entries before they escalate—you’ll always be playing defense. In this episode of CFO THOUGHT LEADER, our CFO Matthias Steinberg shares how MindBridge helps leading enterprises flip the script—using AI not just for automation, but for financial decision intelligence. ✔️ Continuous audit in action  ✔️ 20–30% productivity gains with the right AI tools  ✔️ Real-world ROI on financial intelligence He also shares lessons from IPO prep and scaling AI across the enterprise—with sharp insights for finance leaders building high-performance teams. 🎧 Listen now: https://lnkd.in/gGBV_PkV #MindBridge #CFO #FinancialIntelligence #AIinFinance #ContinuousAudit #DigitalTransformation

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CFOs are cutting costs – just not where you think. CFO Brew recently covered how finance leaders are prioritizing tech investments while scaling back in other areas, citing insights from our 2025 CFO Perspectives Report. It’s part of a broader shift of reallocating spend toward modernization and transformation. Read the article: https://lnkd.in/eaVpVqS6 See our full findings: https://lnkd.in/er5pkVta #CFOPerspectives #DigitalTransformation

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96% of finance leaders agree: ERPs don’t fully solve intercompany challenges. The result? Delays, compliance headaches, and financial risk. So what’s the solution? A smarter way to manage #Intercompany. Let’s break it down. 🔽 https://bit.ly/3RbvJOB

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Are you still navigating ASC 842 or refining your compliance strategy?   After guiding companies of all sizes through ASC 842 adoption and maintenance, we’ve learned the winning formula: ➡️ Centralized, clean lease data ➡️ Cross-functional teams ➡️ Processes that outlast implementation ➡️ Strategic remeasurement to stay audit-ready Whether your mid-implementation or optimizing ongoing workflows, these insights will help you move from reactive compliance to proactive strategy. Link to full article in the comment below.   #ASC842 #LeaseAccounting #FinanceLeadership #ComplianceStrategy #LeaseAdministration #NationalLeaseAdvisors

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Still trusting manual processes to catch invoice errors and compliance gaps? One mismatch can trigger audit risks, compliance fines or overpayments. OpenEnvoy automates 2-way, 3-way and 4-way matching. No templates. No portals. No blind spots. Stay audit ready. Stop manual errors before they hit your P&L. 🔍 Match every invoice 📊 Enforce compliance at scale ✅ Control spend with precision 👉 See how: https://l1nq.com/YkTAB #APAutomation #ComplianceControl #InvoiceMatching #AuditReady #FinanceOps #OpenEnvoy

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📊 Your 2026 budget may be approved—but that doesn’t mean it’s unshakable. Markets shift. Priorities change. And without real-time data, budgets become outdated fast. That’s why leading companies combine fractional CFO & Controller expertise with AI-powered insights—to keep financial plans agile, accurate, and aligned all year long. 👉 https://lnkd.in/gwB6-PNt #AIinFinance #AgilePlanning #FractionalCFO #ControllerInsights #FinancialLeadership #SMBStrategy

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Most CFOs think about tax compliance. Few treat tax incentives as a strategic lever. In this CFO-led conversation, identify and use specialty tax incentives like R&D credits, energy incentives, and cost segregation to improve cash flow and fund growth initiatives. Expect true stories, real numbers, and a candid look into a CFO’s decision-making process – including practical screening questions for all industries. DAY 1 Breakout session presented by Capstan Tax Strategies 📍 Spring 2026 CFO Leadership Conference 📅 June 3–5, 2026 | Boston, MA RSVP: https://lnkd.in/ehJ5A8iF

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"𝑵𝒐𝒏𝒆 𝒐𝒇 𝒕𝒉𝒆 𝒕𝒉𝒊𝒏𝒈𝒔 𝒚𝒐𝒖 𝒏𝒆𝒆𝒅 𝒕𝒐 𝒅𝒐 𝒊𝒏 𝒕𝒉𝒂𝒕 𝒓𝒐𝒍𝒆 𝒘𝒆𝒓𝒆 𝒚𝒐𝒖 𝒆𝒗𝒆𝒓 𝒕𝒂𝒖𝒈𝒉𝒕 𝒕𝒐 𝒅𝒐 𝒕𝒐 𝒑𝒂𝒔𝒔 𝒚𝒐𝒖𝒓 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒂𝒏𝒄𝒚 𝒆𝒙𝒂𝒎𝒔." That's Kevin Appleby from GrowCFO talking about the CFO transition. His insight? The shift from finance director to CFO is far bigger than most people realize. New CFOs must quickly move from internal-facing technical work to external strategic partnerships with investors, boards, and cross-functional leaders. The finance leaders who structure their first hundred days intentionally gain credibility faster. 🎧 Discover how to navigate your CFO transition on CFO Weekly. Apple: https://hubs.la/Q03_tNwR0 Spotify: https://hubs.la/Q03_tLyV0 YouTube: https://hubs.la/Q03_tLYb0 #cfoweekly #cfotransition #financeleadership #newcfo #careeradvancement

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CFO-level expertise doesn’t have to mean CFO-level cost. In this clip, Robert explains how fractional CFO services allow you to start small—just a few hours a month of high-level insight—and expand as your business needs evolve. That flexibility means you’re not overcommitting too early, but you also never fall behind when complexity increases. 📖 Learn more in the full blog: https://hubs.li/Q03GVcr-0 #FractionalCFO #BusinessStrategy #FinancialClarity #EntrepreneurAdvice #SmartScaling

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CFO-level expertise doesn’t have to mean CFO-level cost. In this clip, Robert explains how fractional CFO services allow you to start small—just a few hours a month of high-level insight—and expand as your business needs evolve. That flexibility means you’re not overcommitting too early, but you also never fall behind when complexity increases. 📖 Learn more in the full blog: https://hubs.li/Q03GV9dz0 #FractionalCFO #BusinessStrategy #FinancialClarity #EntrepreneurAdvice #SmartScaling

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In today’s unpredictable environment, finance leaders need more than speed. They need control, visibility, and compliance. Here’s how a compliance-first approach helps 👇 ✅ Accelerate cash flow • Automated, policy-aligned invoicing 📉 Reduce AR aging • Trackable delivery + smart reminders 🔒 Stay audit-ready • Secure communications + full traceability At Quadient, we help finance teams modernize the entire Invoice-to-Cash journey, from invoice creation and delivery to payment collection. The result? Improved cash flow. Reduced risk. Freed-up working capital. 👉 Want to get paid faster—with less risk? https://lnkd.in/eJjqEBTx #InvoiceAutomation #CashFlowManagement #DigitalInvoicing #WorkflowOptimization #FinanceTools #PaperlessSolutions

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CFO turnover is at a decade high. In this article former chief financial officers share their advice on what matters most today for securing the top job in finance. CFOs must possess experience and skills that go well beyond traditional expertise in budgeting, planning, and risk mitigation. CFOs now serve as board advisers. “The job is hard, so you have to have a passion for it,” says Karen McLoughlin, former CFO of Cognizant Technology Solutions. #CFO #leadership #executivesearch #boardmembers https://loom.ly/PCwqkHU

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Most CFOs learn the business from the inside. CFO Alex Melamud of Engine learned it from both sides—years in investing, a dozen boards, then the leap into the CFO seat at Engine. In our full conversation, he gets specific about what changes when finance is measured by signal, not noise: why he checks NPS first, how a usage-based model forces better daily pacing, and why capital allocation is really about “the next dollar” and incrementality. And many more insights along the way LISTEN HERE: https://lnkd.in/eFqT9zQ6

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Let’s be honest—most growing businesses make technology decisions reactively.    New software needed? Buy what the vendor recommends.    System upgrade required? Go with what seems safest.    Budget planning? Make up numbers and hope your CFO doesn’t ask questions.    But successful scaling requires strategic thinking about technology:    ✅ How does this investment support our 3-year growth plan?    ✅ What risks are we creating or mitigating?    ✅ How do these decisions impact our competitive position?    ✅ Are we building a foundation that scales with our ambitions?    This is where vCIO services transform businesses. Instead of reactive technology purchasing, you get proactive strategic planning that ensures every IT investment supports your bottom line.    Strategic technology leadership doesn't have to wait until you can afford a full-time CIO.    👉 See how vCIO services provide strategic clarity: https://lnkd.in/eDBXNeCg   #TechStrategy #vCIO #BusinessStrategy #ITLeadership #GrowthPlanning  

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💸 "I personally review our payments file every week." — Mark Hansen, CFO at Entrata Why? Because cash is strategic. And the best CFOs stay close to the levers that move it: vendor terms, AR aging, and debt management. Watch this quick clip from our conversation with Mark on Cash Flow Matters, Centime's blogcast for the office of the CFO.👇 Full blogcast here: [https://lnkd.in/g8nFgq-t] #CFO #CashFlow #WorkingCapital #FinanceLeadership #B2BPayments #Centime

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CFOs play a critical role in financial forecasting and budgeting, helping leadership understand where the business is headed and how today’s decisions shape future results. As companies grow, this insight becomes essential—but a full-time CFO isn’t always the right fit. That’s where a fractional CFO can make a meaningful difference. 👉 Read the full thought leadership from Trey Gailey, CPA on how fractional CFOs offer seasoned guidance customized to your business needs https://ow.ly/GsBz50XXtA5

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The ASC CFO’s Guide: 5 Financial Metrics That Drive Sustainable Growth Want to keep your ASC profitable and future-ready? Tracking the right financial metrics can unlock better decisions, stronger cash flow, and long-term growth. This quick guide reveals 5 key metrics every ASC CFO should read!: https://bit.ly/3RjPpQD Need help optimizing your ASC’s revenue? Contact Medical Billers and Coders at info@medicalbillersandcoders.com #ASCBilling #HealthcareFinance #CFOGuide #RevenueCycle #FinancialMetrics #SustainableGrowth #MedicalBilling #MBC

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