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Playbooks, Performance, & the New CFO
Discover how today's CFOs can forge stronger partnerships, drive innovation, and lead with agility into 2026.
🎉 Celebrating 10 Years of Excellence in Leadership and Community 🎉
In today’s Finance Pulse, gain insight into how:
CFOs and CTOs can align priorities to drive impactful digital transformation and scale innovation sustainably.
After-action reviews can help finance leaders reflect on 2025 board performance and build a strategic "playbook" for success in 2026.
Cross-functional finance leadership is reshaping the CFO role with a focus on AI, strategic communication, and team agility.
Each of these articles is penned by members of Forbes Finance Council, key luminaries shaping the future of finance.
Leading As A Next-Gen CFO: Why Your CTO Is Your Key Ally
Modern CFOs aren’t just number crunchers; they’re strategic architects driving business impact. As technology reshapes how companies operate, alignment with your CTO is critical.
Here’s all you need to know:
🖥️ The CFO-CTO Dynamic: Misalignments often stem from differing goals, yet shared visibility turns these relationships into powerful partnerships.
🤝 Opportunities for CFOs: Co-create tech investment cases, prioritize time-to-value metrics, and leverage CTO expertise on emerging technologies like AI.
🎯 CTOs’ Role in Finance: CTOs should lead with financial outcomes, promote adoption as a shared initiative, and prep their teams to collaborate effectively with finance leaders.

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After-Action Review: How CFOs Can Prepare To Win In 2026
Before you charge into 2026, pause to reflect on 2025 through the lens of an "after-action review." Borrowed from military leadership, this process offers a disciplined method to debrief, align, and strategize for the year ahead.
Check out the key insights below:
🎯 Define Your Commander’s Intent: Establish high-level priorities, such as “Protect liquidity while scaling,” so your team stays aligned, even in uncertain times.
🛠️ Standardize and Simplify Processes: Codify repetitive tasks like board prep and forecasting to gain clarity and shift focus from process to impact.
📘 Run After-Action Reviews: Evaluate what succeeded, where communication faltered, and what friction points arose. Document your insights in a “Boardroom Playbook.”
The Future of Finance Leadership: Embracing Cross-Functional Strategy
The office of the CFO is evolving rapidly. With AI and automation reducing tedious tasks, modern finance leaders must think strategically, collaborate across functions, and embrace new technologies to lead effectively.
Explore the highlights:
📊 Scorekeepers Turned Strategists: Finance leaders now influence areas such as digital transformation, talent strategy, and product planning—far beyond traditional budget oversight.
🚀 Bridging the Talent Gap: To attract and retain talent, CFOs must market finance as a dynamic, tech-savvy career that combines problem-solving with stability, showcasing the profession as essential to business transformation.
🤖 Prepare for the AI Era: Equip teams with systems fluency, actionable data skills, and AI tools to simplify workflows, enhance decision-making, and foster agility.
Wrapping Up
If these articles sparked your interest, we have a network that you will absolutely love: Forbes Finance Council.
This exclusive, vetted community brings together the brightest minds in finance—founders, CEOs, CFOs, and other finance team leaders.
Put yourself at the forefront of innovation with access to publishing opportunities on Forbes.com, a personalized, SEO-friendly Executive Profile, and the chance to network with other respected leaders in the field.
Join Forbes Finance Council today, and become part of a group driving transformation in finance.