Brio Financial Group

#BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Inside the boardroom: what’s expected of the CFO?   Straight-talking, problem-solving, engaged participants, with the confidence to speak their mind and the tact to handle difficult decisions. Here’s what board members really want from the chief financial officer   Fielding frank and difficult questions from the board of directors can be daunting. While every business leader must be comfortable addressing the board, chief finance officers are increasingly expected to take centre stage in boardroom proceedings.   https://lnkd.in/euz_qpWc   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Thanksgiving is the ultimate exercise in balance sheet management:   • The turkey? A major capital expenditure. • Side dishes? Diversified assets—each requiring careful allocation. • Pie? That’s your ROI—sweet, measurable, and the perfect ending.   At Brio Financial Group, the real magic isn’t just in delivering results; it’s in making it all look effortless. That’s why the whispers are true: precision and strategy never go out of season.   Wishing you a Thanksgiving as well-planned as your portfolio.   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

The Four Roles Of An Effective CFO   Building a successful company is hard. It requires a unique combination of careful planning, strong vision, smart execution, great leadership and even a dash of good luck. While the CEO is typically the lead public face of the company and sets the overall direction, a company’s CFO plays a pivotal role, often connecting across the business with leaders from various functions.   https://lnkd.in/d4ycxeak   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

How The CFO’s Role Has Evolved From Compliance To Strategy   The corporate world is undergoing profound changes, with traditional roles and responsibilities increasingly overlapping. Among the key figures adapting to these changes is the CFO, whose function has grown far beyond its historical roots. CFOs are transforming into strategic advisors and influential players in corporate governance, actively shaping the company’s long-term vision and broad business decisions.   https://lnkd.in/e-82uydb   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Audit committees expand oversight to ESG, cybersecurity, AI   Nearly four out of five investors said boards should demonstrate expertise in climate, cybersecurity and other risks by detailing their work to limit such hazards.   • Audit committees at the largest U.S. companies have expanded their oversight this decade beyond financial challenges to encompass risks in cybersecurity, sustainability and artificial intelligence, EY said Monday. • The proportion of companies citing sustainability as an audit committee responsibility surged to 22% this year from 6% in 2021, EY found in a survey of Standard & Poor’s 500 firms. • “This momentum is likely connected to companies preparing to comply with various new global reporting standards, including the Securities and Exchange Commission’s climate-related disclosure requirements,” EY said in a report.   https://lnkd.in/e6v7G9FC   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

The US IPO window hasn’t reopened yet, but startups take what they can   There are early signs that the U.S. IPO window may reopen, but let’s not get ahead of ourselves; for now, we mostly have IPOs in India, M&As, and not-so-great news.   IPO later: European scale-up Klarna confidentially filed IPO documents with the U.S. Securities and Exchange Commission (SEC). After ups and downs, the buy now, pay later (BNPL) company reportedly saw its valuation rise back to $14.6 billion earlier this year.   https://lnkd.in/dzNN4Qvd   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

How data and analytics drive CFO decision-making in tight times   Finance leaders who can effectively harness the power of data are better positioned to meet today’s challenges and drive maximum value.   In a world where transformation is the new normal, CFOs face mounting pressure to deliver value and clarity with speed. Gone are the days when a superficial business analysis would suffice. Now more than ever, CFOs must go beyond high-level summaries to make key, real-time decisions. They need a meaningful, unified data architecture to produce core insights that drive real ROI and fuel enterprise evolution.   https://lnkd.in/eKmK96nn   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Inside the boardroom: what’s expected of the CFO?   CFOs today play a critical role in the boardroom, going beyond finance to provide strategic insights, anticipate risks, and support growth. Boards now expect CFOs to communicate clearly, bring solutions to challenges, and engage proactively with members to ensure alignment on key issues. A strong CEO-CFO partnership, where the CFO provides practical insights alongside the CEO's vision, strengthens strategic decisions. With rising expectations from investors, especially during financial challenges, CFOs are increasingly central to guiding the company’s direction and maintaining board trust.   https://lnkd.in/euz_qpWc   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Today, we honor the strength, courage, and dedication of veterans who have served with unwavering commitment. At Brio Financial Group, we extend our deepest gratitude to those who have protected our freedoms and demonstrated resilience beyond measure. We remember and thank you for the sacrifices made in the name of service.   #VeteransDay #HonoringService #BrioFinancialGroup #Gratitude #ThankYouVeterans #BrioFinancial #CapitalMarkets #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA