Transforming Leadership Meetings with the Flash Report: Insights from CEOs, CFOs, and CoSs

15/10/2025 56 min Temporada 1 Episodio 220
Transforming Leadership Meetings with the Flash Report: Insights from CEOs, CFOs, and CoSs

Listen "Transforming Leadership Meetings with the Flash Report: Insights from CEOs, CFOs, and CoSs"

Episode Synopsis

Emily, Ed, and Rory break down how to use a Flash Report to keep leadership teams aligned and focused on key business metrics. They give a real example of a Flash Report, show how it highlights things like cash, sales, and training completion rates, and explain why keeping it simple matters. The episode covers choosing the right KPIs, what to include in the written updates, and how the Flash Report improves transparency and better questions from private equity partners.Links Mentioned:Previous Leveraging Leadership episode on the Flash ReportEd Barton’s guest spot on Leveraging LeadershipRory Liebhart’s guest spot on Leveraging LeadershipExample Flash Report + TemplateFree Resources:Strategic Planning Checklist Chief of Staff Skills Assessment ChecklistA Day in the Life of a Chief of StaffChief of Staff Toolkit Get in Touch With Emily:Connect on LinkedInFollow on YouTubeLearn more about coaching Sign up for the newsletterClarity Call with Emily Who Am I?If we haven’t yet before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.  Time Stamps:00:37 Epic Sports Team Collapses02:21 Worst Investments and Purchases04:30 Funniest Pitch Fails07:01 Top Mistakes Founders Make with Private Equity16:38 Founder vs. PE-Backed Company Dynamics17:32 The Importance of Hitting Financial Targets22:31 Collaborative Forecasting with PE Sponsors27:54 Understanding Exit Strategies30:39 The Emotional Impact of Business Transactions

More episodes of the podcast Leveraging Leadership