Nuggets from Behind Closed Doors
Inside every private Alliance meeting, there are hundreds of years of experience. While keeping confidentiality of the member who provided the challenge to their group, we’ve captured (with permission) just some of the insightful comments from a handful of members. Read what these members had to say to get a glimpse of what it is like to be an Alliance member.
To see insights for a certain category, choose one from the following list:
Finance - Search Results (22)
Member Jessica Yuen Speaks: Onboarding a New CFO? Here’s How to Help Set Them – And Everyone Else – Up for Success
When business executives transition in a new member of their leadership team, it can be challenging - especially if the new executive is driving major cultural changes quickly before the company is ready. Alliance Member Jessica Yuen, Principal of Jessica Yuen LLC, suggests helping the new leader set the context for upcoming changes.
Read MoreInsight categories include: Culture Finance Leadership Strategy & Planning
Member Serge Longin Speaks: Realign With Your Goals and Do Your Research
When businesses are presented with exciting offers, such as giving a controlling stake to a private equity firm, their leaders can struggle to decide if the opportunity is worth the potential costs. Serge Longin, Co-Founder & CEO of RevenueWell Systems, offers his insight into making the right strategic decision.
Read MoreInsight categories include: Finance Leadership Strategy & Planning
Member Craig Hinkley Speaks: Tempted to Turn Down Funds? Consider These Risks
When the financial markets are hot, business leaders are often faced with the question: should I fundraise or not – and what’s at stake if I don’t? Craig Hinkley, CEO of WhiteHat Security, offers insight into assessing competitor risk and staying on top of the market.
Read MoreInsight categories include: Finance Leadership Marketing Sales Strategy & Planning
Member Virginia Irwin Klausmeier Speaks: ‘Gamify’ Fundraising to Heighten Success & Increase Stamina
Fundraising is always harder and more time-consuming than it looks. Alliance member Virginia Irwin Klausmeier, Founder & CEO of Sylvatex, Inc., recommends ‘gamifying’ the process by setting incremental, measurable goals, so there are successes along the way—and a better shot at getting what you really need.
Read MoreInsight categories include: Finance Strategy & Planning
Member Edmundo Costa Speaks: You Can “Win” While Holding Second Place in Your Market
Raising millions in a Series B funding round is an admirable accomplishment that any entrepreneur should be proud of — but what if your competitor raised four times more? Alliance member Edmundo Costa of Automation Anywhere shares some well-seasoned insight into making your dollars go further as a second place fundraiser in your market.
Read MoreInsight categories include: Finance Leadership Operations Sales Strategy & Planning
Member Jeff Cleland Speaks: How About a Win-Win-Win Situation?
Clever corporate actions of spin-off and licensing can create optimized arrangements where all parties win and future value is maximized. Jeff Cleland, President and CEO of Graybug Vision, suggests a tried-and-true maneuver that eschews acquisition in favor of equity swaps and licensing deals.
Read MoreInsight categories include: Finance Leadership Organizational Design Strategy & Planning
Member Jorge Titinger Speaks: You are the CEO. Time to Turn up the Heat.
Boardroom pressures can derail a CEO’s agenda to the detriment of the company’s ultimate performance. Jorge Titinger, former CEO of SGI, walks through a few strategies to regain control and deliver shareholder value, rather than appease problematic board members.
Read MoreInsight categories include: Boards Finance Leadership M&A Strategy & Planning
Member Bryan O’Connell Speaks: In Hurricane Winds, Remember a Compass
The startup CEO commonly experiences stress and pressure from all angles. Bryan O'Connell, CEO of Meras Engineering, describes his philosophy for not losing sight of long-term goals in the heat of the moment.
Read MoreInsight categories include: Finance Strategy & Planning
Member Camillo Martino Speaks: Study Deeply and Engage Discretely Before Deciding
One of the most challenging judgment calls a CEO must make is whether and when to sell the company. Camillo Martino, Board Member and Executive Advisor, formerly CEO & Director of Silicon Image, lays out some considerations for making the right call.
Read MoreInsight categories include: Exiting Finance M&A Strategy & Planning
Member Glenda Anderson Speaks: License Back by Vertical
Does your company own intellectual property with a broad range of applications? Glenda Anderson, CEO & Founder of Farsight Genome Systems, shares a spin-off, license-back strategy to maximize overall IP value.
Read MoreInsight categories include: Finance Organizational Design Sales Strategy & Planning
Member John Dicconson Speaks: Get Beyond ROI with Your Investors
Strategic alignment between a CEO and his or her board is a primary driver of overall business success. John Dicconson, President of Tech Care Now Associates, lays out a vision that values operational success in addition to return on investment.
Read MoreInsight categories include: Boards Executive Development Finance Leadership Sales
Member Paul White Speaks: Take that Downturn and Flip it Upside-Down
Your company’s in great shape - now use your financial and competitive strength as a strategic advantage should a downturn materialize. Paul White, Co-Founder & Managing Partner at Muir Equity, advocates capitalizing on strategic preparation as a competitive advantage to better position your company during and after the storm.
Read MoreInsight categories include: Entrepreneurship Finance Leadership M&A Operations Sales Strategy & Planning Trends
Member Navin Nagiah Speaks: You are not ready (yet) to make a decision.
Torn between being a market leader & IPO’ing or selling the company? Navin Nagiah, President & CEO of DNN Corporation, offers some considerations to help distill a smart decision.
Read MoreInsight categories include: Culture Finance M&A Marketing Operations Sales Strategy & Planning
Member Matt Patterson Speaks: Regroup, Prioritize, Execute
Often the business vision that is sold to investors encounters setbacks. Matt Patterson, President & CEO of Audentes Therapeutics, shares his insights on navigating troubled waters with clear prioritization.
Read MoreInsight categories include: Finance Leadership Strategy & Planning
Member Eric McAfee Speaks: Consider the Conveniences of Licensing
A new technology company owned by a close-knit group of founders is looking for a CEO – but they don’t want to give up any equity. Eric McAfee, Chairman and CEO of Aemetis, explains an ideal workaround.
Read MoreInsight categories include: Entrepreneurship Finance Leadership Sales Strategy & Planning Technology
Member Kevin Kujawski Speaks: Bring in the Bankers
Correcting misalignment among managing partners is a herculean task. Kevin Kujawski, President and CEO of Menlo Equities, explains how investment bankers can help.
Read MoreInsight categories include: Finance Leadership Strategy & Planning
Member Stuart Latta Speaks: Forget the Org Chart. Own Processes For Which You’re Accountable
Alliance Top Team Member, Stuart Latta, Vice President of Supply Chain & CDS for Nestle Dreyer's Ice Cream, shared his insights with the CFO of a large, multinational corporation who felt a lack of control over what he was ultimately accountable for. He was fully accountable for the financials of the company, but the regional CFOs reported to a market head who reported directly to the CEO.
Read MoreInsight categories include: Executive Development Finance International Business Leadership Operations Strategy & Planning
Member Lesley Stolz Speaks: Build a Shared Vision
Lesley Stolz shared some well-seasoned insights regarding a case brought by a fellow Alliance member who planned to eventually sell their company and own the critical technology it then only licensed.
Read MoreInsight categories include: Finance M&A Strategy & Planning Technology
Member John Weber Speaks: Be Honest With Yourself
The case at hand was brought to a recent Alliance meeting by an Alliance CEO who was considering whether or not to take the company public, but was concerned about his responsibility to employees who have been issued equity. Here's what John Weber, then President of CooperVision, shared with the Alliance member.
Read MoreInsight categories include: Finance Leadership Organizational Design Strategy & Planning
Member Israel Niv Speaks: Create a Fuller Solution
An Alliance CEO believed his company's stock price was extremely undervalued because of past missteps by prior management. Here's what Israel Niv, CEO of DCG Systems, Inc., shared with the Alliance member.
Read MoreInsight categories include: Finance Organizational Design Strategy & Planning Technology
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