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Finance calendar    Jan 07, 2026

Electrifying Growth Episode 63: The CFO Guide to Smarter Board Prep

In this edition of Sit Down with Sugden, Chris focuses on how CEOs and CFOs can reduce wasted time during board preparation and shift board meetings toward forward-looking strategy. Learn how to use the 80/20 rule, move financial reviews outside the boardroom, and build a cadence that protects productivity.

 

 

As you manage planning season, your plate feels full. Budgeting, forecasting, year-end close—it all piles up fast. Yet one of the most significant drains on executive time often goes unnoticed: board preparation.

I recently spoke with a CEO who spent nearly a full week preparing for a single board meeting. Over the course of a year, that can easily translate into an entire month of leadership time lost; time that should be spent driving growth, serving customers, and building the business. From my experience, no board intends for that to happen.

In this Sit Down with Sugden episode, I share why board preparation frequently becomes inefficient, how rear-view reporting consumes valuable meeting time, and how applying the 80/20 rule can simplify board decks and preparation. I also outline practical benchmarks for how long preparation should take and explain why historical financial reviews are better handled outside the boardroom.

If you’re evaluating whether your board meetings are supporting momentum or unintentionally slowing it, this episode offers a clear, experience-based perspective on how to reclaim time and make board discussions more strategic and forward-looking.

 

 

Interested in guest-starring on Electrifying Growth? Apply Here to be a guest!

Chris is Managing Partner and Chairman of the firm's investment committee. A leading fintech executive and investor for over 25 years (before fintech was fintech), Chris' investment expertise and exits span payments, capital markets and wealth management segments, and track record includes leading dozens of new investments and over 60 rounds of financing.