Based on the 2024 World Conference session, “Desperate to be Micro-Managed by Your Treasurer? Don’t Hire a True CFO” – Controller, Director of Finance, Chief Financial Officer – these labels all describe the head of finance in a club. What capabilities should be expected in the person managing finance and accounting in a club? It requires finance skills, business acumen, and executive presence. What should you be seeking in a great financial partner?

In this episode, we’re joined by Michelle Riklan, ACRW, CPRW, CEIC, CJSS of KOPPLIN KUEBLER & WALLACE and Philip Newman of RSM. These two cover what the key capabilities and expectations are for someone in the role of a Head Finance Leader at a club and really dive in to what characteristics one should be looking for when hiring a CFO.