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ACG Strategic Insights™
Strategic Intelligence That Drives Results
ACG Strategic Insights™ reaches more than 10 million executives and aspiring leaders worldwide — daily. The topics covered here are the same ones driving the most consequential decisions in boardrooms right now: strategic leadership, financial strategy, technology and innovation, business strategy, and executive development. This is the thinking that underlies the work.
Financial Strategy
Capital markets intelligence, regulatory developments, financial leadership trends, M&A activity, funding strategies, and economic indicators that impact strategic financial decision-making.


Mentoring Programs That Survive Budget Cuts Share One Trait
Most mentoring programs get judged on how they felt rather than what they changed. The ones that survive budget cuts build a different case, tied to outcomes the board already tracks and owned by the leaders who need them.
Jerry Justice
2 days ago6 min read


The Board Question That Separates Good Governance From Theater
A smooth board meeting proves nothing about real oversight. One specific, recurring question separates boards that actually shape decisions from boards that only perform the ritual of governing.
Jerry Justice
3 days ago6 min read


What Nonprofit Boards Understand About Mission Discipline That Public Companies Forget
A rising share price lets a board avoid the resource question nonprofit boards can't dodge. What that constraint teaches about mission, capital, and the discipline of saying no.
Jerry Justice
4 days ago6 min read


The Insurance Renewal Meeting Most CFOs Delegate Too Quickly
Renewal season usually skips the CFO's desk until terms are already set. With premium trends splitting sharply by coverage line this cycle, that habit is starting to cost real money — and real leverage at the negotiating table.
Jerry Justice
5 days ago6 min read


The Subscription Model Isn't a Revenue Strategy Until Churn Says So
Boards treat recurring revenue as automatically more valuable than the transactional kind, and often it is. But the premium it earns depends on churn, acquisition cost, net revenue retention, and cohort behavior, not on how fast the monthly number is climbing. Here's the test for telling a durable subscription model from one that only looks like one, with plain-English definitions for every metric along the way.
Jerry Justice
6 days ago8 min read


When Continuity Planning Depends On Someone Who Isn't In The Room
Continuity plans get written once and rehearsed rarely, at the one moment that actually proves them: the handoff. Drawing on FEMA, ISO 22301, and the UK Cabinet Office, this piece examines key-person dependency and what it takes to test a leadership handoff honestly.
Jerry Justice
Sep 117 min read


The Inflation Number That Matters Most Is Buried in Your Contracts
Every month's inflation headline gets read the same way, as a single number that eases or worsens margin pressure. The number that actually determines whether a company can recover its own rising costs is buried in its escalation clauses, renewal timing, and index selection. A practical audit across US, UK, and Eurozone measures, and the CPI, PPI, ECI, CPIH, RPI, and HICP variants hiding inside each one.
Jerry Justice
Sep 107 min read


Why Franchising Your Model Might Be a Strategy Mistake Disguised as Growth
Franchising gets reached for as an easy growth lever long before anyone tests whether the business can survive being standardized and handed to operators the founder will never meet. Here's the readiness test that separates a repeatable system from founder-dependent judgment, what a franchisor is actually selling, and what an honest no means for growth.
Jerry Justice
Sep 97 min read


The Jobs Report Is a Talent Strategy Report in Disguise
The monthly jobs report gets reduced to two numbers, and most executives stop reading right there. The figures that actually belong in a hiring, compensation, or retention decision sit several paragraphs down. Here's a five-point test for reading any month's labor report the way a business leader should, built around the U.S. release alongside its UK and Eurozone equivalents.
Jerry Justice
Sep 46 min read


Cyber Insurance Won't Save You From the Decision You Made Last Year
Cyber insurance renewal arrives every year carrying the same quiet assumption, that a signed policy closes the conversation on risk. Underwriters read it as a report card on decisions made long before the policy was ever discussed.
Jerry Justice
Sep 36 min read


The Beige Book Is a Demand Signal Not a Forecast
The Federal Reserve's Beige Book publishes eight times a year and gets treated as background macroeconomic color. Read correctly, alongside its UK and euro area equivalents, it's a working input for testing revenue and staffing assumptions before the numbers do.
Jerry Justice
Sep 26 min read


Leadership Development Budgets Are the First Cut and the Costliest Mistake
As Q4 budget season intensifies, leadership development is almost always the first line item on the table for cuts. The companies that protect it through tight cycles build the readiness the rest are left scrambling for.
Jerry Justice
Aug 287 min read


Central Bankers Just Told You What's Coming. Is Anyone Listening?
The 2026 Jackson Hole symposium opens today under a payments-and-policy theme, a new Fed chair's first keynote expected Friday, and a year of Federal Reserve proposals already reshaping payments infrastructure. Here is what mid-market finance leaders should take from it before the headlines fade.
Jerry Justice
Aug 276 min read


What the Jackson Hole Symposium Means for Your Cost of Capital
The Federal Reserve's 2026 Jackson Hole Symposium looks past headline rate commentary to a bigger story in payments innovation, one that quietly reshapes your cost of capital.
Jerry Justice
Aug 246 min read


Board Meetings Are Too Polite to Be Useful
A board that never disagrees isn't necessarily aligned — it may just be quiet. Here's what recent governance research reveals about where the hard questions go when they stop getting asked in the room, and how the best chairs build real candor back in without turning the boardroom adversarial.
Jerry Justice
Aug 207 min read


Q4 Budget Planning Starts in August Whether You're Ready or Not
The formal budget kickoff isn't until fall, but the assumptions, priorities, and trade-offs that shape it get decided weeks earlier. Here's a framework for using August well without turning it into a second budget season.
Jerry Justice
Aug 197 min read


Why Some of the Best Deals Never Make It to a Term Sheet
The deal that started before anyone called it one. Most discussions about selling a company begin too late. They begin after the owners have decided to sell, the board has authorized a process, and buyers already have access to a banker's materials and a data room. By then the company has formally entered the market, the timetable has started, and every unresolved issue competes for attention under growing pressure. Yet some of the strongest acquisition opportunities begin lo
Jerry Justice
Aug 147 min read


Days Sales Outstanding Is the Metric Boards Stopped Watching
The Number Every Board Should Be Watching Boardroom agendas are crowded by nature. Executive committees allocate hours to revenue growth targets and margin expansion. Directors pore over customer acquisition costs, market entry strategy, and capital expenditure requests. The speed at which a company actually converts booked revenue into cash sitting in the bank rarely gets the same scrutiny, treated as a routine administrative detail rather than a fundamental driver of corpor
Jerry Justice
Aug 116 min read


Interest Rate Uncertainty Is Now a Permanent Planning Variable
Three cuts, then a hold: where the Fed funds rate actually sits going into Jackson Hole. Executives have spent two years waiting for the Fed to finish. Wait for the picture to clear. Wait, then commit. That picture isn't coming. Not this quarter, not this year, and not within any window a capital committee can trust. The Federal Reserve left its benchmark rate parked at 3.5 to 3.75 percent through its June meeting, the first chaired by Kevin Warsh, and the accompanying projec
Jerry Justice
Aug 57 min read


Hurricane Season Is the Supply Chain Test Most Companies Fail on Paper
Aerial view of a shipping port with hurricane clouds gathering overhead, representing supply chain risk exposure Most operations teams keep a contingency plan in a shared drive somewhere. Few open it again after the day it gets approved. That gap creates a dangerous kind of comfort. Many executive teams assume that because they have not lived through a catastrophic interruption recently, their planning must be adequate. Absence of a recent crisis gets mistaken for evidence of
Jerry Justice
Aug 47 min read
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