Build financial dashboards leadership actually trusts

As companies scale, dashboards often become harder to trust due to fragmented data, manual processes, and inconsistent approvals. Join Josh Aharonoff, Fractional CFO and Founder of “Your CFO Guy,” and Dan Schonfeld, CFO at ApprovalMax, for a practical discussion on how finance leaders build reliable, board-ready dashboards by fixing data at the source and focusing on the metrics that truly drive decisions.

Key takeaways include:

• Why dashboards fail before they’re even built

• How upstream processes impact reporting quality

• Which metrics boards and investors actually care about

• How to move from static month-end reports to real-time visibility

• What high-performing finance teams do differently to present with confidence