Finance Management Peer Groups
We form these groups with the people who fulfill the Finance Manager Role within their systems integration organization. Finance Managers distributes the financial resources of a company, is responsible for the budget planning, and supports the executive management team by offering insights and financial advice that will allow them to make the best business decisions for the company. In some organizations, the Finance Manager is known by other terms, such as “Finance Director,” “Finance Controller,” “Director of Accounting,” or “Comptroller.” Ultimately, someone that would be interested in discussing:
- Providing financial reports and interpret financial information to managerial staff while recommending further courses of action.
- Advising on investment activities and provide strategies that the company should take
- Maintaining the financial health of the organization.
- Analyzing costs, pricing, variable contributions, sales results and the company’s actual performance compared to the business plans.
- Developing trends and projections for the firm’s finances.
- Conducting reviews and evaluations for cost-reduction opportunities.
- Overseeing operations of the finance department, set goals and objectives, and design a framework for these to be met.
- Managing the preparation of the company’s budget.
- Liasing with auditors to ensure appropriate monitoring of company finances is maintained.
Grantek has been extremely fortunate to be associated with an Exotek led peer group. Exotek facilitates this group of 9 CEO’s. Exotek’s industry knowledge and business experience has proven valuable as the group discusses various business challenges and exciting new opportunities. If you and your company are open to sharing your experiences and want to gain insight from a group of like-minded executives, these peer groups are for you. I have been involved with various peer groups over my business career and I can clearly state that the Exotek led group is by far my best experience.
We are a new member company to the peer group having joined a year ago. I have been impressed with the high-value sharing of ideas from knowledgeable and successful people with direct experience in our industry. It seems like we’re all focused on overcoming the same challenges, so the discussions are directly and immediately applicable to our business. If you get a chance to join one of these groups, I would highly recommend it.
Matrix Technologies has been part of a peer group for several years. As one of the shorter tenure leaders within the group, I have found great value in discussing the experiences, knowledge and forethought brought by the other executives. The key to the success of the group is the willingness to share and to help each other, all for the betterment of our industry. If you come to the group with the right mindset, it will certainly help you grow as a leader and as a company.
I have been a member of an Exotek-led CEO peer group for many years, and have found tremendous value in it. We also have several of our people in some of the other functional peer groups. One great side benefit has been the relationships that have grown between the peer group companies, which in turn leads to collaboration on client projects. We’ve shared resources with most of the companies in our group, and I’d strongly encourage other CSIA companies to consider participating in facilitator-led peer groups.
I have been a member of an Exotek Peer Group since the start of 2014. Our group consists of 8 executives from a diverse set of companies and our meetings. The value from the group has been significant – in the time I’ve been a member, my company has more than tripled in size and has gone from two offices to eight. Having a sounding board of peers who understand my business has been invaluable. I would highly recommend an Exotek Peer Group for anyone looking to improve & grow their business.
Interstates has been involved in peer groups for many years and if you are not currently a part of one I can personally vouch for how much value they will bring to your organization! We also have been using the Traction model in our organization for a few years and have found it to be very effective at helping our leader team focus on the right things and get things into execution. Thanks Exotek for offering this value to our CSIA organization!
I look forward to our Exotek peer group discussions. It is always refreshing to hear new ideas and perspectives on issues we face every day. I am thoroughly impressed by the knowledge and experience of everyone in our group and their willingness to help others learn and grow.
We have had some great discussions in our Exotek Peer Group. It’s such a treat to meet with like-minded leaders in our same space. Exotek is doing a great job keeping us on subject and engaged. Highly recommended.
Our meetings with Exotek and other like-minded members are always appreciated and well received. Our meetings allow for the group to discuss pertinent topics that we are facing and discuss possible solutions for all within our group. I highly recommend joining such a group!
Thank you for your time and guidance throughout my time as a member of this peer group. I found it very interesting and valuable to converse with people in the industry that have similar successes and challenges. You are doing a great job as the moderator to facilitate and encourage discussion. I appreciate the acceptance in the group and the connections made.
Thanks for running another great meeting. You’re a master at corralling topics and keeping conversations relevant and moving forward while engaging all attendees. I must say that it has been a breath of fresh air to have dialog and insight both with you and the peer group members.