FLOAT: CASH FLOW INTELLIGENCE SERIES
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The CFO Huddle - Ep.1: The Cost of Clinging to the Past

Float: Cash Flow Intelligence Series

58:00

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Are You Seeing What We're Seeing?

There's something happening in finance right now. Some teams are moving fast, adapting, and driving real strategy. Others are stuck with the same processes and tools that worked five years ago but it's just not hitting the mark anymore.

The CFO Huddle kicks off with an honest conversations amongst the top minds in finance about what happens when finance teams can't let go of the past. Spoiler alert: there's a real cost to it.

What We'll Talk About

We're bringing together fractional CFOs and finance leaders who see this divide playing out across multiple companies every week. They've watched teams get left behind, and they've seen teams make the jump. Here's what they'll share:

  • Real stories about missed opportunities when finance couldn't move fast enough
  • The hidden costs of staying stuck in outdated processes
  • Warning signs that your finance function is falling behind
  • Make-or-break moments where teams either transform or get stuck

These aren't textbook case studies. These are real experiences from leaders who have "been through the mud".

Who Should Join Us

  • Fractional CFOs who are managing transformations across multiple clients
  • Finance leaders wondering if their current approach is still working
  • CFOs who refuse to get left behind by the market
  • Business leaders who are starting to worry about whether their finance team is keeping up

Why This Conversation Matters Right Now

The gap between old-school finance and modern finance is getting wider every quarter. Whether it's missing opportunities, making decisions with bad data, or just being too slow to keep up, there's a price tag attached to staying stuck. The finance leaders who get this and do something about it? They're gaining a serious advantage.


Want in on the conversation that's shaping where finance is headed?

The CFO Huddle is where finance leaders come for real talk about what's actually happening in our world and where we think it's all going. Follow Float for more episodes and insights.

Learn more about Float

Unlock cash flow intelligence for your clients with Float's 14-day free trial.

Speakers

Andy Mellor

Andy Mellor

Founder and Finance Director at Summit 17

After 15+ years as a Finance Director and CFO in the corporate world, Andy set out to bring that level of strategic finance support to growing SMEs. He’s all about cutting through jargon and helping businesses make smarter financial decisions with clarity and confidence.

Nina Bernardin

Nina Bernardin

CFO Advisor at Level10

Known for helping founders turn big, messy ideas into grounded, data-driven strategies. Nina brings a rare mix of startup scrappiness and Fortune 500 rigour — all with a founder-first mindset.

Barry  Hynd

Barry Hynd

Fractional Integrator and CFO

Barry is a powerhouse Fractional CFO and Integrator helping digital agency and tech founders bring order to chaos. He’s all about aligning people, process, and profit so teams can scale sustainably.

Karen Stephen

Karen Stephen

Fractional CFO and financial empowerment coach

Karen is a Fractional CFO and financial empowerment coach on a mission to make finance more ethical, accessible, and human. She brings a rare mix of strategy, mindset, and heart to both digital businesses and personal finance.

Lauren Pearl

Lauren Pearl

The CFO Huddle Host | CFO & Strategic Advisor

Lauren is a Business Strategist and CFO Advisor who helps startups build data-driven businesses that thrive. A 3x founder with 13+ years in startup leadership, she co-hosts The Growth-Minded CFO podcast and teaches finance at NYU, equipping founders with the tools to scale strategically.

The CFO Huddle - Ep.1: The Cost of Clinging to the Past

58:00

Watch