Brio Financial Group

A Priceless Business Leadership Lesson From The Grateful Dead   Phil Lesh embodied the idea of 'infinite mutability'—constantly evolving, never static. He showed that adaptability is a mindset, a creative necessity that transcends music and applies to leadership, business, and life.    The essence of the Grateful Dead wasn’t just in their music; it was in their willingness to be transformed each time they played. This kind of fluidity and fearless evolution is what makes legends, and Phil was certainly one of them.    Infinitely mutable as ever. Forever.   https://lnkd.in/eb6iSHqu   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

How CFOs can drive a culture of shared financial accountability   Financial prudence and operational efficiency are parallel goals best achieved through shared accountability and partnership to help drive organizational success.   Finance leadership requires ownership of target delivery. In addition, finance leaders are accountable for strategic decision-making, strong capital allocation, risk mitigation, opportunity identification and clear communication of insights into current conditions. In reality, finance leaders own none of these priorities alone. Without shared accountability with their operational counterparts, the finance team is bound to remain a siloed news reporter. Finance teams must evolve from bean-counting and scorekeeping to bridging the silos that exist in the business. Finance leaders must be role models of shared accountability.   https://lnkd.in/enk_mGZr #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

A CFO Roadmap for Safe and Effective AI Implementation AI adoption presents significant opportunities and risks for organizations, making the role of the CFO critical in ensuring safe and strategic implementation. As cross-functional leaders, CFOs should develop a roadmap prioritizing data governance, risk management, and controlled experimentation. With 45% of organizations facing unintended data exposure from AI, building collaborative frameworks with IT and security teams is essential for success. https://lnkd.in/gYTCAT9j #cfowhisperer #BrioFinancial #FinancialAdvisory #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

How CFOs Can Monetize AI for Financial Growth Artificial intelligence is not just about improving internal operations—it’s a powerful tool for driving revenue growth. CFOs have a critical role in turning AI into a profit center by leveraging its ability to generate insights, automate processes, and enhance customer experiences. To successfully monetize AI, CFOs must demonstrate value to customers, focus on high-impact use cases like generative AI, and carefully assess costs. AI pricing strategies, aligned with market segments and customer preferences, are also key to unlocking new revenue streams. https://lnkd.in/ehJChfU8 #AI #CFO #FinancialGrowth #Innovation #BrioFinancial #BusinessStrategy #BrioFinancialGroup #cfowhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital Brio Financial Group David Briones

The growing role of the CFO   Automation, technology, and other new expectations for the finance leader.   The role of the CFO is evolving rapidly to include responsibilities beyond finance, particularly in mastering technology, automation, and AI. Embracing these advancements can enhance efficiency, reduce errors, and provide more time for strategic planning. Sage's research reveals that CFOs who leverage tech are more successful, with 88% of top finance leaders using AI and automation. Automation frees finance professionals for strategic work, and AI helps track important metrics like ESG and sustainability.   https://lnkd.in/eqbJ9byb   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Why Levi’s CFO backed a Beyoncé ad campaign   Singh’s endorsement of Beyoncé’s "Reiimagine" campaign illustrates the evolving role of CFOs in recognizing marketing as a growth driver rather than just a cost. By leveraging Beyoncé's cultural influence, Singh is investing in reshaping Levi's from a traditional, male-oriented brand to one that is modern and inclusive. This move reflects a strategic CFO-CMO partnership, where Singh sees marketing as key to driving tangible business growth—especially in underpenetrated segments like women’s wear.    The collaboration not only captures cultural momentum but also aims to enhance direct-to-consumer growth, showing that today’s CFOs play a pivotal role in shaping brand perception and consumer engagement.   https://lnkd.in/ed9Fpyxx   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

86% of controllers expect their roles will change in five years   Over a quarter of those expecting change say the new work will require a different or unknown skill set, according to new data from EY.   While most CFOs know how much the demands of their roles have changed over time, one of their most important colleagues — controllers — are thinking about how their role will change as well. New technology, risks and compliance demands are not only changing how reporting and budgeting are taking place but may be causing some controllers to be wary of their role in the future and unsure of what skills they will need to obtain to meet the developing demands of their job.   https://lnkd.in/ef5J3uvQ   #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Baird Medical and ExcelFin Acquisition Corp Complete Business Combination   We are proud to announce the successful completion of the business combination between Baird Medical, a leader in microwave ablation technology, and ExcelFin Acquisition Corp.    The newly formed entity will begin trading on the Nasdaq under the ticker symbols “BDMD” and “BDMDW” starting October 2, 2024.   Brio Financial is proud to have been engaged by both Baird Medical and ExcelFin Acquisition Corp to guide them through the S-4 filing process. We were also privileged to support ExcelFin from its initial public offering to this merger.    We look forward to witnessing the continued success and innovation this merger fosters in the healthcare industry.    https://lnkd.in/eXSU_7Be   #Finance #Healthcare #MergersAndAcquisitions #Nasdaq #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Congratulations to Brio Financial Group client, Pure Lithium Corporation   We are thrilled to congratulate our client, Pure Lithium, on the acquisition of all assets from Dimien Inc., a U.S.-based vanadium cathode materials company. This strategic move brings valuable intellectual property, manufacturing equipment, and an expert team led by Dr. Brian Schultz, PhD, now Vice President of Business Development and Technology at Pure Lithium.   Congratulations to Emilie Bodoin and the entire management team!    We look forward to seeing the impact this acquisition will have on accelerating the commercialization of advanced battery technology.   Learn more: Pure Lithium Expands Strategic Vanadium Cathode Technology Portfolio with Asset Acquisition from Private US Based Dimien Inc. | Business Wire   #BatteryTech #PureLithium #Innovation #EnergyStorage #Vanadium #LVO #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

Happy Rosh Hashanah from Brio Financial Group!