Many firms struggle with financials not because they are ignoring the numbers, but because they do not have the right financial roles, structure, or priorities in place.

This session breaks down three common financial mistakes that can create confusion, weaken decision-making, and limit sustainable growth. We will cover how to distinguish between accounting and finance functions, why the right CFO fit matters, and how margins should be treated as a core part of growth strategy, not an afterthought.

This Session Will Explore

• The difference between Controller and CFO roles
• How accounting and finance functions differ and why confusion between the two can create inefficiencies
• Why hiring the wrong type of CFO can hurt business performance
• How CFO needs vary across startups, service-based businesses, product-based businesses, private equity-backed companies, and nonprofits
• Why margins play a critical role in growth and long-term value creation
• How different CFOs approach growth, efficiency, capital allocation, and profitability

This session is designed for firm owners and business leaders who want a clearer, more practical understanding of financial structure, leadership, and sustainable growth.