
How To Plan In Tumultuous Times
“The goal is to be prepared without being paralyzed by over-planning,” says alliantConsulting managing director Joy Taylor.

“The goal is to be prepared without being paralyzed by over-planning,” says alliantConsulting managing director Joy Taylor.

“After going through the process, I’m more confident that a successful transition from private to public takes years of preparation,” says David Morris, CFO of Guardian Pharmacy Services.

The business of insurance is preparing for calamities, but how do the industry’s CFOs guard against economic surprises? Andrea Hecht, CFO of CSAA Insurance Group, shares some best practices.

“We’re in the middle of major change—change that is technological, political, geopolitical,” said a former Trump intelligence official at Monday’s 2024 CFO Leadership Awards. “The worst thing we can do is think things are the same and hold here.”

Healthcare benefits have to align with a company’s overall strategy and goals, but CFOs also need to challenge the status quo in implementing cost-containment measures to better understand expenses, utilization and ROI, says Vitality Group CFO Quentin Pelser.

“Leveraging the unique perspective of the CFO’s bird’s-eye view of data is crucial,” says Prophix CFO Aaron Levine.