Featured Posts

quitting your job

Should I Stay or Should I Go Now?

The idea that success stems from never giving up is a core part of our culture. It is embedded in the wisdom of those we revere as heroes and role…
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professional vision

Revisiting Your Professional Vision for 2023 and Beyond

Have you been forced to find a new job due to downsizing? Are you unsatisfied in your current role? Is your work not intellectually challenging and rewarding? Do you have…
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leadership skills, cubes, man

Leadership Skills: Important Yet Often Overlooked Attributes

I’ve been reflecting on the characteristics of leaders, whom I define (somewhat broadly) as anyone who leads an entire function in an organization.  The descriptors most often associated with leaders…
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setting goals, new year resolutions

Principles for Setting Goals for 2023

Happy New Year! Early January is the time for reflecting on the past year and planning for the new year. The types of questions I have typically asked myself include:…
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managing upwards yin yang professional person

Managing Upwards: Standing Up to Your Boss

I recently had conversations about the CEO <> CFO relationship with two clients (at very different stages in their scale and growth.) The common thread was that CFOs need to…
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Tell Your Story With a Positive Spin

‘How could things be different?’  When you hear that question, what thoughts occur to you? Most people offer ideas about what could be better and improved. Rarely do they talk…
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financial story, financial presentation

Tell the Financial Story with Greater Impact

Great leaders are skilled communicators. They ensure that their audience leaves a meeting being able to succinctly recite the important learnings. Skilled communicators reinforce a few key points — ideally…
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Finding Your ‘Right’ Balance of Progress and Appreciation

Progress feels great. I would rather walk slowly than be stuck in heavy traffic in a car or a taxi. I want to keep moving forward. Often when I find…
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finance leader

The Role of the Finance Leader in Start-Ups

“Grow faster (than you have forecast) and burn less cash.” This is my one-liner on the key take-away from every start-up board meeting. The role of the finance leader can…
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How to analyze financial statements

How to Analyze Financial Statements: Part 2

How to analyze financial statements and make sense of the data “Data! data! data!” he cried impatiently. “I can’t make bricks without clay.” — Sherlock Holmes in The Adventure of…
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How to Understand Financial Statements: Part 1

How to understand financial statements. An introduction for those not trained in finance or accounting. All organizations (for-profit businesses and non-profit entities) undertake two primary activities: Raise capital from investors;…
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Importance of disconnecting

The Importance of Disconnecting From Your Routine

The Importance of Disconnecting From Your Routine   “I like camping…not all of it, just most of it. It’s a lot harder to make our food and we have to…
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4 Strategies to Retain Your Employees During The Great Resignation

In today’s COVID-impacted world of work, being a great manager and being able to retain your employees is more important than ever and harder than ever. “To lead people, walk…
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Low employee engagement

Employee Engagement and Retention: The Overlooked Execution Risk

Low Employee Engagement and Retention is a Business Risk “I never worry about action, but only about inaction.” — Winston Churchill Finding and retaining good talent was always hard and…
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Covid Changes to Workplace Status

How COVID Redefined Status Markers in the Workplace

TL; DR (The Summary) Manifesting personal status and identifying our own status relative to others is a critical element of social existence. We signal status to others through goods (things…
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Career 3.0

What is the Career 3.0 Approach to the Professional Journey?

What is Career 3.0?   “I’ve learned that making a ‘living’ is not the same as making a ‘life’.” — Maya Angelou   Much of the career advice I read…
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How Community and Giving Back Can Multiply the Power of Your Network

“Give and you shall receive, much more than you would have ever thought possible…No one has ever become poor from giving!” — Anne Frank   A key motivator in my…
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10 Empowering Tips to Become the Leader You’ve Always Wanted to Work For

What does it take to become the leader you’ve always wanted to work for? “If your actions inspire others to dream more, learn more, do more and become more, you…
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extend runway

How to Extend Runway in a Difficult Market Environment

Start-Up Founders Know the Destination but Not the Path to Get There Specific Steps That Will Help Extend Runway in a Difficult Market Environment   “If current revenue growth trends…
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reduce friction

Why You Should Invest Time in Diagnosing and Reducing Friction Points

There are two paths to achieving the growth goal — adding fuel and reducing friction.   TL: DR We all want to keep growing in life. Growth feels good. The…
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Combating Burnout

16 Practical Tips To Combat Burnout for Employees, Managers, and Employers

Many individuals, managers, and employers are seeking ways to successfully combat burnout. After a recent Journey CxO Cohort Group session, member Nikki Katsutani sent a thoughtful list of follow-up questions,…
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Why Efficiency Based Goals Are Good For Business

Efficiency based goals is how we tend to run our personal financial lives, and today I’ll share why I recommend them for business as well. ‘Do more with less.’ These…
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finance leadership

Characteristics of a Great Finance Leader

Given the environment today, I thought it a good time to revisit and discuss the characteristics of a great finance leader. Revenue growth and employee growth are much less sexy…
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Build leadership skills

3 Ways to Build Leadership Skills

There is no single ‘correct’ definition of good leadership. In my experience, good leadership comes in whatever form the individual acting the part of the leader decides to take (consciously…
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business acumen

Enhancing Business Acumen

Business Acumen, sometimes called being “Strategic” or displaying “Executive-Level Thinking,” is a phrase found in many job descriptions for managers and leaders. Business Acumen: The under-appreciated skill in business that…
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professional journey

Navigating the Professional Journey: Embrace Change

There is a small minority of people (~20%) who know exactly what they want to do and pursue it with joy and satisfaction from early adulthood onwards. For most of…
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Success = comforts, achievement, recognition, status, financial wealth

Fulfillment = meaning, purpose, a sense of worthwhile accomplishment