FICTIONAL WORKSHOP SOURCE
Client intake
MT01 | internal | 2026-10-16 | S01

Rowan: Let us start with the decision this search needs to improve. What should be different a year after the CFO joins?

Sam: I want to trust the cash discussion. At present we hear that a number has changed without understanding which operating assumption moved.

Cameron: The forecast needs to be useful to the operating team every week, not just defensible at the board meeting. We are also preparing for two acquisitions.

Rowan: When you say public-company experience, is that a required qualification or one possible signal of the reporting discipline you want?

Sam: A signal, though an important one. I would feel more comfortable with it. I am not prepared to rule out a strong private-company CFO.

Cameron: Agreed on not ruling them out. I would choose someone who has owned a messy operating problem over a deputy with a more recognizable employer.

Avery: The draft requisition calls it mandatory. That wording was copied from our previous search, before this discussion.

Rowan: I will change the draft to show the preference and the unresolved tradeoff separately. Sam, do you own the final decision on the criteria?

Sam: Yes, but bring the operating-scope comparison to Cameron and me together. Do not treat this conversation as approval of a final weighted scorecard.

Avery: Location and compensation are still open. I can ask for the compensation decision by October 30; I cannot promise we will have it.

Rowan: My action is a draft criteria sheet by October 19. Avery will request the compensation decision. No location or pay commitment goes into outreach yet.

Cameron: Please include an example of what evidence would establish cash forecasting ownership. Otherwise every profile will claim the same competency.
