👋 Hi, it’s CJ Gustafson and welcome to Mostly Metrics, my weekly newsletter where I unpack how the world’s best CFOs and business experts use metrics to make better decisions.

OpenAI Q4 Board Meeting

Contrary to popular belief, there’s no Illuminati behind the board room curtain (with the exception of maybe OpenAI).

Much of my career has been in the service of board meetings - as the Chief of Staff preparing the CEO’s opening slides, to the FP&A Director building the annual operating plan for approval, to (finally) the CFO presenting the company’s latest financial results.

With this experience, I’m here to share what goes on before, during, and after board meetings.

This is our first of three posts on board meetings.

Part I: Roles and Responsibilities (THIS POST!)

  • CEO

  • CFO

  • CPO / CTO

  • VCs

  • Strategic Investors

  • Board Observers

  • Independents

  • Corporate Secretaries

  • Committees

Part II: Materials and Metrics

  • Templatizing your materials

  • The CEO’s Materials

  • The CFO’s Materials

  • Strategic Readout Materials

  • Reminders, Before You Hit Send…

Part III: Meeting Structure

  • Closed Door Session

  • 13 Deadly Mistakes to avoid at your next board meeting

Subscribe now, or your investors will discover your ARR is really CARR.

logo

Subscribe to our premium content to read the rest.

Become a paying subscriber to get access to this post and other subscriber-only content.

Upgrade

Your subscription unlocks:

  • In-depth “how to” playbooks trusted by the most successful CFOs in the world
  • Exclusive access to our private company financial benchmarks
  • Support a writer sharing +30,000 hours of on-the-job insights