Mostly metrics
Run the Numbers
E13: A Startup CEO's Guide to Board Meetings, with Dave Kellogg

E13: A Startup CEO's Guide to Board Meetings, with Dave Kellogg

Board meetings are hard to get right as a CFO—that's why we brought on Dave Kellogg, who's sat on both sides of the table, to give you the ultimate run-down of how to execute a great board meeting. If you’re looking for an ERP platform, check out our sponsor, NetSuite:



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@Kellblog (Dave)

@cjgustafson222 (CJ)

@TurpentineMedia (Turpentine)



(00:00) Intro

(00:50) SEGMENT: CJ's opening “Off the Books” monologue - Mailbag

(4:21) Start of interview

(05:10) On how to prepare for a board presentation

(08:00) What the start of a board meeting and structure should look like

(14:15) What numbers and metrics to have in your board presentation

(16:40) Sponsor: NetSuite + Tropic

(20:26]) Dave's template for a VP session

(24:15) Closed-door sessions: what is this and what goes on here?

(27:19) Board members vs. board observers

(30:17) On board dynamics

(31:06) When to send out your board deck

(33:40) Sponsor: Planful

(34:50) Why you should have no surprises during a board meeting

(36:04) The role of an independent board member

(50:09) Missteps people make when presenting an operating plan

Mostly metrics
Run the Numbers
Run the Numbers is a twice-weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO.
This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself.
Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth.