6
Where Are You on the Journey to
Financial Leadership 3.0?
The role of the nonprofit finance leader has evolved, and nonprofit finance leaders must
lean into the journey to lead their organizations forward.
6
Introduction
6
Sage Intacct, "Seeing Around Corners and Flying Through Walls – The Rise of CFO 3.0," Victor Baglio, January 11, 2018.
Financial Leadership 1.0
• Financial Historian
• Backward-looking financial
statements
• Too many manual accounting
tasks
• Limited reporting and financial
visibility
Financial Leadership 2.0
• Business Analyst
• Cloud financial management
• Real-time reporting and
dashboards help identify trends
and issues in real-time for better
decision-making
Financial Leadership 3.0
• Data-Driven Strategist
• Technology Futurist
• Taking advantage of Artificial
Intelligence and Big Data
• Predictive analytics guide
forecasts and strategic planning
