Q4 Financial Planning: Questions Worth Settling Before December
The regional forecast you built the plan on has already moved. That is the argument for settling these now. In July the Dallas Fed forecast Texas employment growth of 2.0 […
Cyber Risk Became a Finance Problem
The second largest category of reported cyber loss targets your payment process, not your firewall. Cyber risk is usually filed under IT, which is where the budget sits and where [
Board Readiness for Private Company CFOs
Most board reporting advice is written for a board you probably do not have. Search for guidance on board reporting and much of it assumes one of two situations. Either […]
The Path from Controller to CFO
Nobody gets promoted to CFO for closing the books faster. The gap is elsewhere. Start with a number worth sitting with. Robert Half’s 2026 Salary Guide puts the Dallas starti
Private Equity Reporting in the First Hundred Days
The cadence changes on day one. The first monthly package sets expectations for the rest of the hold. Most finance leaders taking a first sponsor investment prepare for the w
AI in the Finance Function: Where the Return Is Real and Where It Is Not
Three federal surveys put business AI adoption at 18 percent, 41 percent, and 78 percent. All three are correct. Start with the problem underneath every AI business case that has [
Scenario Planning Without Building Forty Models
Scenario planning usually fails in one of two directions. Either the team builds one alternate case that is the base case with the growth rate lowered, or it builds so […]
The North Texas CFO Outlook: What Finance Leaders Are Watching
The regional headlines and the regional balance sheets are telling different stories right now. The Texas economy is having a good year by every measure that makes a headline. Job
Building a Finance Dashboard Your CEO Will Actually Open
Ask a CEO what they actually looked at in last month’s reporting pack and the honest answer is often two numbers. The rest was produced, reviewed, formatted, and skipped. Tha
Budget Planning Dallas: Finance Leadership in CFOs
CFOs master rolling forecasts, scenario planning, and driver-based models. FEI Dallas guides finance leaders through modern budgeting and forecasting.
