itas Solutions - Sage Customer Success Partner of the Year 2024

🔥 Ever wondered what it really takes to become a Non-Executive Director (NED)? Today’s episode of CFO 4.0 is one you can’t afford to miss! In this powerful episode of CFO 4.0, Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO-turned-NED, shares hard-hitting truths about stepping into the boardroom. 💡 Thinking of becoming an NED? Here’s what you NEED to know: ✅ The biggest mindset shift from CFO to NED – it’s NOT a part-time executive role ✅ How much time it really takes (Hint: double what you expect!) ✅ How to stand out in a competitive NED market and land your first role ✅ The difference between a real NED and a fractional exec – don’t get caught in the trap! ✅ Why the best NEDs don’t just challenge, they support – the fine line between governance & growth 🎧 Listen now: https://hubs.li/Q039Fhpd0 Tag a CFO or finance leader who should hear this! ⬇️ #CFOPodcast #FinanceLeadership #BoardroomSuccess #NED #FinanceTransformation

💡 Change doesn’t stop once the tech is in place. True transformation requires an ongoing commitment to improvement, collaboration, and adaptability. In this episode of CFO 4.0, Hannah Munro discusses how finance can lead process improvement beyond implementation, ensuring that changes deliver long-term impact across the business. 🎯 Key takeaways: ✅ Why cross-department collaboration is essential for continuous improvement ✅ The importance of a dedicated task force beyond the initial project ✅ How finance can drive efficiency, agility, and strategic decision-making ✅ Empowering teams at all levels to lead and influence change 📅 Listen to the full episode now: https://hubs.li/Q038B_wW0 #CFOPodcast #FinanceLeadership #ContinuousImprovement #BusinessTransformation #ProcessEfficiency #StrategicFinance

Today, on International Women's Day 2025, we celebrate this year’s theme: “For ALL women and girls: Rights. Equality. Empowerment.” This theme is a powerful reminder of the ongoing need to champion equal rights, amplify voices, and create opportunities that empower every woman and girl, ensuring no one is left behind. At itas, we are privileged to have a team of remarkable women whose dedication and expertise drive our success. Your contributions not only propel our company forward but also inspire and empower others in the industry. Thank you to all the incredible women at itas! 💜 #InternationalWomensDay #IWD2025 #EqualityForAll #WomenInBusiness #Empowerment

The journey from CFO to Non-Executive Director (NED) is one many finance leaders aspire to, but what does it really take to make the transition? 🤔 In this episode of CFO 4.0, we welcome back Jeremy Earnshaw, Founding Director of Clarendon and an experienced CFO-turned-NED, to unpack the reality of stepping into a board-level role. 🔥 In this must-listen episode, we discuss: ✅ The mindset shift from CFO to NED – why it’s more than just a part-time executive role ✅ The true time commitment of NED positions (hint: it’s not just two days a month!) ✅ Finding the right NED role – avoiding fractional executive traps ✅ Why the first NED role is the hardest to land and how to stand out in a competitive market ✅ Top advice for first-time NEDs: How to succeed in your first six months In the meantime, don't forget to search 'CFO 4.0' on your favourite podcast platform to explore previous episodes or listen here; https://hubs.li/Q039Fdhp0 📅 Episode drops Tuesday 11th March at 7 AM. Subscribe now and don’t miss it! 🎧 #CFOPodcast #FinanceLeadership #BoardroomInsights #NED #FinanceTransformation

Successful transformation doesn’t happen in a boardroom debate—it starts with one-to-one conversations. In this latest CFO 4.0 Podcast, Hannah Munro shares why engaging key stakeholders individually before launching a major change initiative is crucial for buy-in, momentum, and long-term success. 💡 Why it matters: 🔹 Early resistance can derail transformation before it starts 🔹 People naturally align with the first strong opinion in a group 🔹 Prepping key voices ahead of time creates champions for change 🎥 Watch this clip to learn more, and tune into the full episode to discover how finance can drive business-wide transformation. Listen now: https://hubs.li/Q038BtHK0 Watch now:https://hubs.li/Q038BSBl0 #CFOPodcast #FinanceLeadership #FTL #ChangeManagement #BusinessTransformation #ProcessImprovement

Struggling with inefficiencies in your Quote-to-Cash process? From pricing and quoting to invoicing and revenue recognition, getting it right is crucial for cash flow and customer satisfaction. Join us for our next Finance Transformation Live session on Tuesday, 25th March at 11 AM, where we’ll dive into best practices, automation strategies, and key insights to streamline your Quote-to-Cash cycle. Whether you're looking to reduce manual effort, improve forecasting, or eliminate process delays, this session will equip you with actionable insights to drive financial efficiency.

💡 Prefer to watch instead of listen? Catch the full video version of our latest Financial Transformation Live (FTL) session on YouTube! In this episode, Hannah Munro reveals how finance can take the lead in business transformation by driving process improvement, breaking down silos, and influencing change. With AI and automation reshaping finance, now is the time to step up and take a strategic role! 🔎 Key takeaways from this episode: ✅ How finance can spot inefficiencies & drive transformation ✅ Breaking down data silos to improve decision-making ✅ The soft skills every finance leader needs to influence change ✅ A deep dive into optimizing the Quote-to-Cash process 🎬 Watch the full episode now: https://hubs.li/Q038BJwW0 💬 Let us know your biggest takeaway in the comments! #CFOPodcast #FinanceLeadership #ProcessImprovement #FinanceTransformation #AIinFinance #YouTubePodcast #FinancialStrategy

Join us for our upcoming Sage Intacct seminar, Sage Intacct Release R1 Highlights 2025 🤩 This session will walk you through the newest features and enhancements designed to improve your finance workflows! Here’s what we’ll be covering: ✅ AI-powered variance analysis – Gain real-time insights to monitor and manage financial performance more effectively. ✅ Streamlined AP processes – Discover how automated invoice matching and supplier approvals can save time and reduce errors. ✅ Improved approval workflows – Delegation has never been easier with the latest enhancements. ✅ Financial reporting and tax compliance updates – Get the latest improvements to AR statements and reporting. This seminar will be taking place on Wednesday 5th March at 2pm GTM, and is available for itas Customers only - check your email inbox for your invite and secure your spot! 📩

The latest CFO 4.0 Podcast is here, and in this Financial Transformation Live (FTL) session, Hannah Munro reveals how finance teams can break out of the back office and take charge of business-wide transformation. With AI and automation revolutionizing finance, CFOs must move beyond number-crunching and become strategic drivers of change. This episode is packed with practical insights to help you spot inefficiencies, drive process improvement, and influence cross-departmental change. 🎧 What’s inside? ✅ The future of finance – moving from transactional to transformational ✅ How to identify & eliminate inefficiencies in finance processes ✅ Breaking down data silos & enhancing decision-making ✅ Strategies for leading change & overcoming resistance ✅ A real-world example: Optimizing the Quote-to-Cash process 💡 If you missed this session live, now’s your chance to catch up! 📅 Available NOW on all major podcast platforms! Don’t just keep up—get ahead. 🚀 🔗 Listen now: https://hubs.li/Q038BnCm0 #CFOPodcast #FinanceTransformation #Leadership #ProcessImprovement #AIinFinance #FinanceLeadership #Podcast

📊 What’s it really like going from PLC to Private Equity as a CFO? In this clip, Phil Moses, CFO at Octavius, shares the key differences between managing investors in a PLC versus a PE-backed business, and why data is essential but relationships drive success. 💬 "You can’t run a business on a spreadsheet. The best PE investors understand that managing people and customers is just as important as managing data." 🔍 Catch the full episode to learn: ✅ The CFO’s role in balancing data and human insight in PE ✅ How PE investors and analysts work with management for growth ✅ The fast-paced world of Private Equity vs. the structured environment of PLCs Listen here: https://hubs.li/Q038bXJQ0 Watch here: https://hubs.li/Q038bRVC0 💬 What do you think is the biggest challenge for CFOs in Private Equity? Let us know below! ⬇️ #CFO #PrivateEquity #FinanceLeadership #InvestorRelations #CFOPodcast #Podcast