Shows
Diary of a CFO | Financial Strategies for Smart Business GrowthProfit Strategies & Data-Driven Growth with Fractional CFO Monica Roca-QuesadaProfit strategies, money management & startup finance headline this Diary of a CFO episode, where financial strategist Ademola Odewade sits down with smart fractional CFO Monica Roca-Quesada to share accounting-driven tactics that boost profit, accelerate business growth and safeguard income. Get ready for actionable financial strategies and finance insights every entrepreneur can use today.16-Point Profit Driver Blueprint – Monica unpacks her “Business Machine” framework, showing founders, CEOs and accountants how to turn revenue into sustainable profit while cutting unnecessary expenses and savings leaks.Data-Driven Decisions with QuickBooks, AI & Smart HR – See real dashboards and tech tools that tra...2025-07-311h 12
CFO THOUGHT LEADER1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp
When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future.
ClickUp is not just a place where work is tracked, Zhang tells us—it’s “where work happens.” The company combines project management, chat, docs, whiteboards, calendars, and more in a single AI-enabled platform. And with the launch of ClickUp Brain Max, the company aims to give every employee “a second brain”—one that automates manual p...2025-07-2855 min
Diary of a CFO | Financial Strategies for Smart Business GrowthDiary of a CFO: Profit Strategies & Rapid Growth Secrets with Dr Joey Drolshagen & Ademola OdewadeProfit strategies ignite money management mastery as fractional CFO Ademola Odewade merges expert finance insights with AI driven strategy insights to scale income business growth and HR performance.Ready to break revenue limits and lock in profit? In this explosive Diary of a CFO episode, rapid growth specialist Dr Joey Drolshagen reveals how subconscious mindset training (SMT) fuels data-driven decisions, profit planning and sustainable business scale. Ademola drills into fractional CFO tactics that turn cash flow into long-term equity while slashing expenses with smart HR and tech.🌍 We are already in the Global Top 10 % on Lis...2025-07-2542 minDiary of a CFO | Financial Strategies for Smart Business GrowthDiary of a CFO: Profit Strategies & Networking Mastery w/ Michael A. FormanProfit strategies, money management, startup growth—Ademola Odewade & CFO Michael A. Forman share finance insights, strategic networking, AI-driven business growth, and CFO strategies for sustainable success.Profit strategies, money management, startup growth—this Diary of a CFO episode delivers expert advice to fuel your business growth. Host Ademola I. Odewade sits down with award-winning communications strategist and USAF veteran Michael A. Forman to explore financial strategies, strategic networking, active listening, and how founders can use data-driven decisions for profitability.Inside this episode:🚀 How CFO strategies boost business growth in any economy💼 Networking...2025-07-1743 minDiary of a CFO | Financial Strategies for Smart Business GrowthProfit Strategies Unleashed: Startup Money Management & Fractional CFO Insights w/ Suzanna MartinezProfit strategies, money management & AI-fueled insights collide as smart CFO Ademola Odewade teams with fractional CFO Suzanna Martinez to drop finance hacks that rocket revenue, scale & savings.Trail-blaze through Diary of a CFO as we dissect smart HR, PEO vs EOR, data-driven decisions and strategic finance that keeps founders, CEOs and fractional CFOs ahead of rising costs, taxes and compliance land-mines. Ranked in the Global Top 10 % on ListenNotes, we’re gunning for the Top 1 % before 2025—smash ★ Subscribe ★, share the episode and leave a review to power the climb!⚡️ Quick-Action Growth Stack – try the exact tools we trust✅...2025-07-1143 min
Blueprint CFO Presents: Future Focused EntrepreneursThe CEO’s Guide to Taking a Real Vacation | Blueprint CFO Presents: Future Focused EntrepreneursIs your vacation truly a break—or just work in disguise?
In this episode, Jim Downes and Mitch Federman of Blueprint CFO share how CEOs can take a real vacation without sacrificing business performance—and why stepping away is a powerful leadership move.
🔑 What you'll learn:
✅ Why vacation is a leadership strategy, not a luxury
✅ The difference between Work Mode and Vacation Mode—and how to shift
✅ How a strategic plan and clear KPIs empower your team while you’re away
✅ Practical steps to set up systems, protocols, and delegation before...2025-07-0336 minDiary of a CFO | Financial Strategies for Smart Business GrowthProfit Strategies & Smart CFO Tactics: Ademola Odewade x Jeremy Shapiro on Data-Driven Business GrowthProfit strategies, money management, smart CFO finance insights and business growth collide with strategy insights, tech, AI, HR, data-driven decisions, growth strategy, sustainable business and entrepreneur tips.Episode summaryJoin Ademola Odewade—host of Diary of a CFO and global top 10 % podcaster on ListenNotes—as he grills Silicon Valley author Jeremy Shapiro on turning startups into profit machines. Discover why revenue is vanity but profit, cash flow and customer lifetime value are sanity boosters . Learn how 1 % gains across customers, average sale and frequency multiply into 33 % growth , why raising prices (done right) lifts margins , and how frameworks convert entrepreneurial hust...2025-07-021h 01Blueprint CFO Presents: Future Focused EntrepreneursStrategic Planning for 2025: Keys to Success | Blueprint CFO Presents: Future Focused EntrepreneursIs your strategic plan setting your business up for success—or holding it back? In this episode, Jim Downes and Mitch Federman of Blueprint CFO break down what makes a great strategic plan and how to create one that drives real results in 2025.
🔑 What you'll learn:
✅ The essential elements of a strategic plan—and why it must be written, shared, and tracked
✅ How to set SMART goals and define KPIs that create accountability
✅ Ways to align your team’s goals with your broader business strategy
✅ The role of financial discipline and the CFO in ensuring plan...2025-07-0233 minDiary of a CFO | Financial Strategies for Smart Business GrowthDiary of a CFO: Profit Strategies & AI-Smart Finance with Elaine Rasmussen on Inclusive WealthProfit strategies money management startup growth and CFO insights collide as Ademola Odewade shares financial hacks for business growth while strategy insights AI tech smart HR decisions scale spur entrepreneurship.Ready to turn income into lasting equity? Join Ademola and inclusive wealth architect Elaine Rasmussen as they decode fractional CFO power, sustainable business management and data-driven decisions that move money differently. Hear how pattern recognition, marketing mastery and brave conversations with investors fuel smart finance moves any founder can copy today.🏆 We are now in the Global Top 10 % on ListenNotes. Help us sprint to the Top...2025-06-281h 07Diary of a CFO | Financial Strategies for Smart Business GrowthSmart Profit Strategies with CFO Ayobami Ishola: AI Finance Insights for Global Business GrowthRevenue is vanity. Profit is sanity. Cash is king. Profit strategies meet AI strategy insights as smart CFO Ademola Odewade sparks financial growth, money management, data-driven decisions, sustainable business scale, cash flow mastery, expert advice.Ready to grow faster than your cash burn? Join Diary of a CFO | Smart Strategies for Business Financial Growth, now in the global top 10 percent on ListenNotes, as Ademola and finance expert Ayobami Ishola reveal how fractional CFO thinking turns revenue into real profit. Hit play then hit the links below to upgrade your toolkit and push us to the top 1 percent...2025-06-2648 minDiary of a CFO | Financial Strategies for Smart Business GrowthProfit Strategies & Strategic Finance with Stan Sikinian | Diary of a CFO on Smart Business GrowthProfit strategies, money management, finance insights, business growth fuse as CFO Stan Sikinian drops expert advice, strategic finance, data-led decisions, AI and startup secrets founders crave fast!Level up with this power-packed Diary of a CFO conversation where Ademola Odewade digs into Stan’s journey from Moscow banking to guiding US founders past $450 m in deals. Learn why debt kills more companies than downturns, how to build an infallible business, and the AI workflows that slash reconciliation time. Get the resilience mindset that turned a pandemic wipe-out into a thriving fractional CFO practice.We just hi...2025-06-2250 minDiary of a CFO | Financial Strategies for Smart Business GrowthProfit Strategies and Tax Mastery with Morgan Anderson and Ademola Odewade | Diary of a CFOProfit strategies meet smart finance as fractional cfo Morgan Anderson and Ademola Odewade share startup money management, accounting hacks, AI insights, cash flow plays and data wins boosting growth.Ready to slash tax headaches, lift profit and power sustainable business growth? In this Diary of a CFO episode, tax expert Morgan Q. Anderson EA unpacks proactive compliance, credit pre-qualification, scam avoidance and data-driven decisions that keep revenue rising. Host Ademola Odewade adds fractional CFO perspective so founders, CEOs and accountants can turn finance insights into action fast.🎯 Help us climb from Global Top 10 % to Top 1 % on...2025-06-1808 minDiary of a CFO | Financial Strategies for Smart Business GrowthUnlocking Business Growth with CFO Strategies: For Entrepreneurs w/Mike Straza | Diary Of A CFOExplore essential CFO strategies aimed at unlocking sustainable business growth for entrepreneurs in this enlightening episode of 'Diary Of A CFO' as we explore essential CFO insights and strategies for entrepreneurs aimed at unlocking sustainable business growth. Join Ademola Odewade as he interviews financial expert Mike Straza, who shares his unique perspectives on overcoming cash flow challenges and fostering effective money management. Gain valuable techniques to detect stagnation in your business early and implement practices that ensure long-term success. Discover Mike's transformative journey from IT to becoming a leading CFO, highlighting the importance of emotional intelligence in modern financial...2025-06-1552 min
The King Dems Podcast | Growth Mindset, Leadership and Business InsightsFractional CFO Secrets: Wealth Growth Mindset and AI Leadership Strategies with Mike StrazaUnlock wealth with growth mindset and ai in business leadership. Absorb expert advice from fractional CFO Mike Straza with host Ademola Odewade sparking entrepreneurship financial literacy resilience.🌍 We are ranked global top 3% on ListenNotes. Help us smash the top 1% goal before end of 2025 by sharing rating and telling a friend.🚀 Start here: https://k-demsconsulting.org/ and grab free strategy guides that boost business growth.🎙️ Episode snapshot:Mike Straza a fractional CFO and COO unpacks real world strategies for scaling smart growth fixing cash flow and leading with data driven clarity. Learn how to use AI in b...2025-06-1452 minBlueprint CFO Presents: Future Focused EntrepreneursEnvironmental Planning with a Purpose | Blueprint CFO Presents: Future Focused EntrepreneursJeremy Krout is the founder of EPD Solutions, Inc. EPD provides an integrated approach to environmental analysis, regulatory compliance, land use planning, entitlement, and development and construction management. Since 2013, EPD has spent over a decade assisting clients through the complex regulatory and interdisciplinary processes required to bring projects to fruition in the most thoughtful manner. EPD collaborates with both private and public sector clients to meet each project’s objectives while supporting the economic, environmental sustainability, and long-term goals of all stakeholders. The result is a comprehensive development strategy that delivers the best solutions for the environment, community, and eco...2025-05-2139 minBlueprint CFO Presents: Future Focused EntrepreneursData-Driven Decision-Maker | Blueprint CFO Presents: Future Focused EntrepreneursLeah Braddell is the CEO and Chief Data Officer of DataBiologics, a company at the forefront of healthcare innovation, specializing in real-world data analytics for regenerative medicine. With over 20 years of experience in biomedical engineering, sales, and healthcare technology, Leah has a unique blend of expertise in both the commercial and technical aspects of the healthcare industry. She has had success with multiple high-growth startups, driven by her deep domain knowledge and award-winning sales strategies.
Leah’s career spans across research, marketing, and analytics, making her a key figure in bridging the gap between cutting-edge medical technology an...2025-05-2149 minBlueprint CFO Presents: Future Focused EntrepreneursInformation Technology Insights | Blueprint CFO Presents: Future Focused EntrepreneursNader Nemati is a dynamic business and technology leader experienced in providing companies with IT, Technology, Product Management, Cybersecurity and AI consulting services including advisory board services, and fractional or interim IT executive roles. Nader has a proven track record of helping companies align technology and IT infrastructure to business objectives to grow revenue, increase profitability, and expand into new markets and geographies. He has worked at Lockheed Martin, Leidos, and Honeywell in various executive IT positions, including Chief Information Officer, and is the founder of several successful startups, including On Demand Managers.
In today’s on-demand ec...2025-05-2150 minBlueprint CFO Presents: Future Focused EntrepreneursConversations with a Cybersecurity CEO | Blueprint CFO Presents: Future Focused EntrepreneursWith over 26 years of experience, Lou Rabon is a seasoned technology professional. Lou Rabon has dedicated 22 years to Cybersecurity and 9 years to International Privacy, honing expertise in Incident Response, Cloud Security, Privacy, and Regulatory Compliance. Having held leadership positions for Fortune 500 companies across Europe, Asia-Pacific, and North America, Lou brings a wealth of knowledge.
Currently serving as the CEO and Founder of Cyber Defense Group, a cybersecurity strategic advisory firm founded in 2016, Lou focuses on delivering exceptional Incident Response and Security Program Management consulting services. Based in Los Angeles, CDG serves clients globally, providing expert solutions.
2025-05-211h 00Blueprint CFO Presents: Future Focused EntrepreneursProject Management Perspectives | Blueprint CFO Presents: Future Focused EntrepreneursJohn Anderson is the Founder and Principal of Integrated Solutions Group, a Washington State-based Advisory Services firm. ISG is focused on providing Project Management, Quality Assurance, Organizational Change Management, and Technical Advisory Services to its clients with a focus on managing transformational change often brought on by the implementation of new technology.
John has 38 years of experience as an Information Management consultant with an emphasis on the management of large software design, development, and implementation projects. He has been a consultant and trainer to many Fortune 100 companies as well as federal, state, and local government agencies.
2025-05-2147 minBlueprint CFO Presents: Future Focused EntrepreneursExit Strategy Expertise | Blueprint CFO Presents: Future Focused EntrepreneursVinil Ramchandran is the founder of Dream Business Brokers. He is a Certified Mergers and Acquisitions Professional, Certified Business Broker, and Certified Business Intermediary. Vinil brings over 20 years of business experience to help entrepreneurs sell their business for maximum value. He is known as a results-oriented M&A Advisor and prides himself on providing exceptional service to his clients.
Dream Business Brokers is a full-service business brokerage and M&A advisory firm based in Newport Beach. They work with lower middle market businesses in a variety of sectors with a focus on manufacturing, distribution, and service-oriented companies. T...2025-05-2152 minBlueprint CFO Presents: Future Focused EntrepreneursTransformative Tax Planning | Blueprint CFO Presents: Future Focused EntrepreneursYuko Tsuchida, CPA, MBA is a Certified Public Accountant with over 10 years of tax consulting experience advising multinational corporations on value-added tax strategies. Her career started with KPMG’s Japanese tax practice where she provided audit, tax and advisory services to Japanese companies operating in the United States. After KPMG, she co-founded Think, LLP, a strategic tax advisory firm specializing in income tax planning, R&D credits, investment, employee and training tax credits and incentive services. Throughout her career, she has helped clients claim over $100 million in incentives and credits.
Ms. Tsuchida founded Hito, LLC in October 2017 afte...2025-05-2137 minBlueprint CFO Presents: Future Focused EntrepreneursEntrepreneurial Excellence | Blueprint CFO Presents: Future Focused EntrepreneursVille Houttu is the Co-Founder and CEO of Privv. Originally from Finland, Ville relocated to the United States with his wife and two children in 2016. He’s a serial entrepreneur and a renowned TEDx speaker whose leadership has earned recognition in esteemed publications, such as TechCrunch, Forbes, Inc. Magazine, Harvard Business Review, and Adam Grant’s TED Podcast. Additionally, he has been honored as a finalist for the 2023 EY Entrepreneur of the Year award and is a three-time member of the Inc. 5000 Fastest Growing Companies in America. In 2018, he was also named the Entrepreneur of the Year in Irvine, Califo...2025-05-2131 minBlueprint CFO Presents: Future Focused EntrepreneursEvent Planning Entrepreneur | Blueprint CFO Presents: Future Focused EntrepreneursTrevor Hanks has been part of the industry since day one… He was the first kid in his neighborhood to pack coolers, deliver props and suck gas fumes on the transportation curb being born into a hospitality family. After college in Boulder and extensive work around the world in the incentive travel business, Trevor returned to the family-owned company TMM (The Meeting Manager) to assist in managing and leading the family business in the late 90s into the new millennium and the next generation of the hospitality industry.
After taking over the company’s full-time operation and owne...2025-05-2143 minBlueprint CFO Presents: Future Focused EntrepreneursThermography Trailblazer | Blueprint CFO: Future Focused EntrepreneursMarkus Tarin is the President & CEO of MoviTHERM – Advanced Thermography Solutions. Mr. Tarin has studied Radio and Television Engineering as well as Embedded System Design in Germany, where he graduated in 1996. He has extensive experience with visible and non-visible imaging, especially in the Near Infrared (NIR), Shortwave Infrared (SWIR), Midwave Infrared (MWIR) and Long Wave Infrared (LWIR).
Tarin was the lead architect on many product development projects for defense, research, medical and industrial applications. Through his company, he has commercialized many of these developments for remote monitoring, automated thermal imaging and non-destructive testing.
Topics discussed in t...2025-05-2134 minBlueprint CFO Presents: Future Focused EntrepreneursPerformance Under Pressure | Blueprint CFO Presents: Future Focused EntrepreneursDante Valve is a full-service manufacturer, distributor and VR™ certified repair facility of valves and related products for the industrial and military markets. They manufacture military specification Danco pressure relief valves, they distribute Kunkle relief valves and TRAC regulating, reducing, and temperature regulating valves, fittings and flanges, and they also provide CNC machining services.
As the President and CEO of Dante Valve, Lisa Papini establishes the organization’s strategic priorities and vision and has responsibility for Dante Valve’s financial performance. Named to this position in 2016, she has focused on expanding manufacturing capabilities at the Norfolk, Virginia locatio...2025-05-2143 minBlueprint CFO Presents: Future Focused EntrepreneursConcepts from a Construction CEO | Blueprint CFO Presents: Future Focused EntrepreneursKnown as J-Squared or J2 throughout the industry, J-Squared General Contractors Inc. is a privately-owned general contracting company founded by President & CEO Jeffrey M. Clark in 2007. Headquartered in Orange County California and servicing Orange, Los Angeles, Riverside, and San Diego Counties, J-Squared is rated AAA by the Better Business Bureau, was listed in the Top 10 Fastest Growing Companies in Orange County (2015, 2016), and was rated # 1 in 2014 as published by Orange County Business Journal. J-Squared’s team prides itself in a company culture of integrity, professionalism, and hard work. The key to J-Squared’s success is their “Nothing’s Impossible” approach to challengin...2025-05-2150 minThe King Dems Podcast | Growth Mindset, Leadership and Business InsightsFractional CFO Led Growth: Wealth & AI Business Insights with Monica Roca-QuesadaFuel your wealth growth mindset strategies now: Ademola Odewade and finance leader Monica Roca-Quesada share ai in business insights leadership innovation financial literacy personal transformation strategies for unstoppable business growth. Visit https://k-demsconsulting.org/Episode SummaryAdemola Odewade dives into smart business strategies business insights ai in business growth mindset and leadership to supercharge your business growth and wealthGuest Contributions & Key Insights• Fractional CFO playbook: Monica’s journey from operations accounting to fintech leadership and entrepreneurial success• Data-driven decisions: How to leverage financial literacy ai literacy and cfo insights for smart growth and risk management• Leadersh...2025-04-251h 12The King Dems Podcast | Growth Mindset, Leadership and Business InsightsGrowth Mindset, Resilience & CFO Strategies: Surviving Wildfires, ADHD & Harnessing AI w/ Jeremy Van WertFuel your wealth with growth mindset strategies: Ademola Odewade unveils ai in business insights and smart business strategies for unstoppable business growth 🚀 Visit https://k-demsconsulting.org/ now!Episode Summary:Ademola Odewade dives deep into growth mindset wealth strategies ai in business leadership and business insights to supercharge your business growth and pave the path to financial literacy personal transformation and resilience.Guest Contributions & Key Insights:• Defining moment of reinvention: Jeremy Van Wert’s wildfire survival taught him that fear is false evidence appearing real and spurred a complete life and career transformation—leadership innovation at its fines...2025-04-231h 00
The CFO EdgeThink Like a CFO: The Key Mindset Shift to Scale Your StartupWhat really separates a visionary CEO from a strategic CFO? And more importantly — how can founders tap into both mindsets to scale smarter?In this episode of The CFO Edge, Carol breaks down the key differences between the CEO and CFO lens — and why switching gears between the two is crucial as your business grows. You’ll hear how to balance bold bets with disciplined decision-making, and why thinking like a CFO doesn’t mean playing it safe — it means playing to win with your numbers in check.You’ll learn...2025-04-1504 minThe CFO EdgeWelcome to The CFO Edge – Your Finance Game-Changer!Welcome to The CFO Edge! 🎙️ If you're a startup founder, small business owner, or finance professional, this podcast is your go-to source for practical CFO insights to scale your business.In this quick intro, I’ll share:✅ What The CFO Edge is all about ✅ Who this podcast is for ✅ What you can expect from upcoming episodes💡 Ready to sharpen your financial edge? Hit Subscribe and join the journey!🎯 Follow me on LinkedIn for more insights: https://www.linkedin.com/in/zcb/ 📩 Have a topic you wan...2025-03-2602 min
ROOSARTIG - Der Unternehmerpodcast von deinem personal CFOFrom Zero to CFO – Wer ist Jörg Roos?!
CFO wird man nur mit einem perfekten Lebenslauf und einem klaren Karriereplan? Falsch! Mein Weg war alles andere als geradlinig – und genau das hat mich dahin gebracht, wo ich heute bin.
In dieser Folge erfährst du:
✅ Warum ich ursprünglich GAR NICHT studieren wollte.
✅ Wie ich es trotzdem in die Finanzwelt geschafft habe.
✅ Die unerwarteten Wendungen, die meine Karriere geprägt haben.
✅ Welche Entscheidungen mich vom Angestellten zum Personal CFO gemacht haben.
👇 Buche dein kostenloses Zahlengespräch und bring Klarheit in deine Finanzen: https://joerg-roos.com/zahlengespraech
Mein Buch: "Finanzen Einfach Machen" – Dein Praxisleitfade...2025-03-0514 minBlueprint CFO Presents: Future Focused EntrepreneursMovers & Shakers in Material Handling | Blueprint CFO Presents: Future Focused EntrepreneursFrom living room enterprise to a multi-million-dollar business, Quality Material Handling started out as a husband-and-wife-operated business founded on the principles of hard work, dedication, and commitment to excellence. With a combined experience of over 32 years in the material handling industry, Hector and Brenda Pinto have built a reputation for supplying top-quality services, solutions, and products for every customer.
As a team, Hector and Brenda Pinto bring complementary skills to the table, which allows them to effectively manage all aspects of the business. Hector had extensive experience in closing sales, meeting delivery deadlines, establishing and managing customer re...2025-03-0435 minBlueprint CFO Presents: Future Focused EntrepreneursLandscaping Leadership from the Ground Up | Blueprint CFO Presents: Future Focused EntrepreneursEric Fenmore is the owner of Garden Studio Design, a full-service landscape design/build firm located in Southern California. Eric grew up in Orange County and graduated from Foothill High School in Tustin in 1986, and continued on to study Economics at UCLA and the London School of Economics. After graduating college in 1990, he worked in a small family finance business until his father retired in 2000 and closed the business. From there, Eric went into banking, and his wife Chris started Garden Studio Design.
At the time, Garden Studio was a small, home-based landscape design-only business, but quickly t...2025-03-0443 minBlueprint CFO Presents: Future Focused EntrepreneursInside the Cosmetics C Suite | Blueprint CFO Presents: Future Focused EntrepreneursGabriela and Fergus Hernandez are the co-founders of Bésame Cosmetics, a carefully curated line of cosmetic essentials inspired by style icons both famous and familial.
As a young girl, Gabriela would watch in complete wonder while her beloved grandmother applied makeup as part of her daily beauty ritual. From the swipe of a bold lip color to the dusting of rouge on a cheek, Gabriela loved how this small moment connected art to beauty, and grandmother to granddaughter.
After immigrating from Buenos Aires to the United States, Gabriela’s fascination for cosmetics grew into passi...2025-03-0432 minBlueprint CFO Presents: Future Focused EntrepreneursThe Business of Biking with Dustin Gyger | Blueprint CFO Presents: Future Focused EntrepreneursToday on Blueprint CFO Presents: Future Focused Entrepreneurs, Blueprint’s Jim Downes sits down with Dustin Gyger, an entrepreneur in the bike industry, to dive deep into Dustin’s entrepreneurial journey and leadership insights.
Dustin Gyger started his professional career in the television industry, working in business affairs for CW Network. After Dustin moved to the beach in 2005, Dustin discovered an opportunity for inexpensive, yet nicely designed, cruiser bikes. And the rest is history!
Soon after launching his company with his then-business-partner, the business quickly scaled to four retail locations in Southern California, selling over 50,000 cruiser...2025-03-0428 min
Blueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs - Jim Downes Shares His Entrepreneurial JourneyIntroducing Blueprint CFO Presents: Future Focused Entrepreneurs, an interview series and podcast highlighting entrepreneurs and businesses that are going places by focusing on the future and developing a roadmap for success.
Hosted by Jim Downes, founder of Blueprint CFO, a future focused fractional CFO & accounting services firm based in Southern California.
In this introductory solo episode, host Jim Downes of Blueprint CFO discusses:
• the inspiration for the Blueprint CFO Presents: Future Focused Entrepreneurs interview series
• Jim’s entrepreneurial journey to founding Blueprint CFO
• key lessons Jim has learned over...2025-03-0410 min
The Good Food CFO podcastAsk The Good Food CFO: Is Rent a COGS, How to Establish Channel Margins, and the Hidden Costs of Co-PackersIn this special episode of The Good Food CFO podcast, we’re sharing highlights from our live Q&A session with BABOYOT members. These quarterly events are an awesome opportunity to connect with Founders and answer their most pressing financial questions. Some of the topics we tackled: Food Service vs. Wholesale Pricing: Discover why conventional wisdom about which channel is most profitable doesn't always hold true. One founder shares how running her numbers completely changed her channel strategy. The COGS “Gray Area”: Is your kitchen rental really part of your Cost of Goods...2025-03-0338 min
Your Money, Your Rules | Financial Freedom, Money Management, Abundance Mindset, Budgeting, Spirituality83 | 3 Essential Money Tips for Female Entrepreneurs with Lisa Marie Robinson, Fractional CFOGot a question? Send me a text.Are you making these common financial mistakes in your business without even realizing it? Join me as I interview Lisa Marie, fractional CFO and host of The Cash and Sass Podcast. This episode explores the importance of understanding your numbers as a female entrepreneur. Key topics covered include:How to develop a healthy relationship with money through gratitude and mindset workThe importance of knowing your numbers and creating financial safety in your businessWhat a Fractional CFO does and how they can help scale your bus...2025-02-0650 min
Pathways to Profitability Podcast: Personal Tales of Business SuccessSpecial episode “CFO Your Way Team Introduction”“Pathways to Profitability: Personal Tales of Business Success” - Special Episode “CFO Your Way Team Introduction” with · Cheryl Mucha, Founder & CEO · Steven Blankrot, CPA – Manager · Lucille Gabel, Bookkeeper · Lorraine Geist, Senior Accountant· Stephanie Guillen, Business Assistant · Megan O’Brien, Bookkeeper · Leandra Rabe, BookkeeperLearn more about the entire team at CFO Your Way: https://cfoyourway.com/about/2024-10-2124 min
Blueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Environmental Planning with a Purpose with Jeremy Krout of EPD Solutions, Inc.eremy Krout is the founder of EPD Solutions, Inc. EPD provides an integrated approach to environmental analysis, regulatory compliance, land use planning, entitlement, and development and construction management. Since 2013, EPD has spent over a decade assisting clients through the complex regulatory and interdisciplinary processes required to bring projects to fruition in the most thoughtful manner. EPD collaborates with both private and public sector clients to meet each project’s objectives while supporting the economic, environmental sustainability, and long-term goals of all stakeholders. The result is a comprehensive development strategy that delivers the best solutions for the environment, community, and ec...2024-10-1439 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Data-Driven Decision-Maker with Leah Braddell of DataBiologicsLeah Braddell is the CEO and Chief Data Officer of DataBiologics, a company at the forefront of healthcare innovation, specializing in real-world data analytics for regenerative medicine. With over 20 years of experience in biomedical engineering, sales, and healthcare technology, Leah has a unique blend of expertise in both the commercial and technical aspects of the healthcare industry. She has had success with multiple high-growth startups, driven by her deep domain knowledge and award-winning sales strategies.
Leah’s career spans across research, marketing, and analytics, making her a key figure in bridging the gap between cutting-edge medical technology an...2024-10-1449 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Information Technology Insights with Nader Nemati of On Demand ManagersNader Nemati is a dynamic business and technology leader experienced in providing companies with IT, Technology, Product Management, Cybersecurity and AI consulting services including advisory board services, and fractional or interim IT executive roles. Nader has a proven track record of helping companies align technology and IT infrastructure to business objectives to grow revenue, increase profitability, and expand into new markets and geographies. He has worked at Lockheed Martin, Leidos, and Honeywell in various executive IT positions, including Chief Information Officer, and is the founder of several successful startups, including On Demand Managers.
In today’s on-demand ec...2024-10-1450 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Cybersecurity CEO Conversations with Lou Rabon of Cyber Defense GroupWith over 26 years of experience, Lou Rabon is a seasoned technology professional. Lou Rabon has dedicated 22 years to Cybersecurity and 9 years to International Privacy, honing expertise in Incident Response, Cloud Security, Privacy, and Regulatory Compliance. Having held leadership positions for Fortune 500 companies across Europe, Asia-Pacific, and North America, Lou brings a wealth of knowledge.
Currently serving as the CEO and Founder of Cyber Defense Group, a cybersecurity strategic advisory firm founded in 2016, Lou focuses on delivering exceptional Incident Response and Security Program Management consulting services. Based in Los Angeles, CDG serves clients globally, providing expert solutions.
2024-10-141h 00
The CFO StoryStephen Childress – CFO – Axip Energy Services – Episode 7Stephen shares how he grew his career into becoming a CFO in the natural gas compression industry. While Stephen has plenty of experience in this industry, he is fairly new in the CFO role. Stephen shares some of the contributing factors that have led to his professional success. We hear from Stephen how to manage challenges that sometimes require moving out of our comfort zone, and not being afraid to fail when striving to achieve our goals and recognizing that our roles as leaders are bigger than just ourselves. Can we learn from some of these humble themes?2024-07-2830 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Project Management Perspectives with John Anderson of Integrated Solutions GroupJohn Anderson is the Founder and Principal of Integrated Solutions Group, a Washington State-based Advisory Services firm. ISG is focused on providing Project Management, Quality Assurance, Organizational Change Management, and Technical Advisory Services to its clients with a focus on managing transformational change often brought on by the implementation of new technology.
John has 38 years of experience as an Information Management consultant with an emphasis on the management of large software design, development, and implementation projects. He has been a consultant and trainer to many Fortune 100 companies as well as federal, state, and local government agencies.
2024-06-2447 min
The Good Food CFO podcastAsk The Good Food CFO: How to Establish a Marketing Budget, Tips for Increasing Margin, and Clarifying Debt vs. Equity FundingYou’ve got questions The Good Food CFO has answers! In this episode, Sarah Delevan, The Good Food CFO is answering financial and business questions submitted by our BABOYOT members, and offering live coaching to member Chris Gilmour, Co-Founder of Wild Muskoka Botanicals. Sarah answers: What is the difference between Debt and Equity funding? I know I need to increase my margin, but where do I start? How do I create a marketing budget for my new retail opportunities? D...2024-06-0355 min
Creative Agency Success ShowPipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood“As a little bit of contextual background for our listeners, if you don't already know, as a part of the suite of meetings and services that we offer our clients, we are in what we call our pipeline meeting. During these meetings and throughout our client relationship, we stress the importance of knowing your data. At the end of the day, you absolutely need to be looking at your data and understanding the story that it tells you about where your agency currently is. Having conversations with my clients so that I can really dive into what the data is...2024-05-0628 min
CFO InsightsKiran Hebbar, CFO at Alloy, takes us through key takeaways for the Operational CFOKiran shares some insights into his business background, starting in engineering and then moving to venture capital. In this episode we talk about how the operational CFO can partner closely with the founder and lead a focus on gating important investment decisions and targeting the right metrics for success. We dip into the why rev ops must always be on the radar and the optimal approach to hiring into the finance team.Kiran is a three time CFO and his current company Alloy, Asolves the identity risk problem for nearly 600 of the world's leading banks and fintech...2024-04-2542 min
CFO TalksCFO Talks #8: Digitalizarea trezoreriilor corporatiste"Digitalizarea trezoreriilor corporatiste" este un eveniment din seria CFO Talks, având ca invitați speciali pe pe Gina Trifu, Group Treasury Manager / Regina Maria, pe Valentin Popescu, Head of Treasury, Risk and Insurance Management / OMV Petrom, și pe Bogdan Constantinescu, Head of Large Corporate Clients / Banca Transilvania.
În cadrul acestei ediții speciale LIVE a CFO Talks am discutat despre cum putem folosi noile tehnologii pentru a răspunde provocărilor operațiunilor financiare din companiile medii și mari, cu exemple de implementări și soluții disponibile.2024-04-181h 05Blueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Exit Strategy Expertise with Dream Business Brokers’ Vinil RamchandranVinil Ramchandran is the founder of Dream Business Brokers. He is a Certified Mergers and Acquisitions Professional, Certified Business Broker, and Certified Business Intermediary. Vinil brings over 20 years of business experience to help entrepreneurs sell their business for maximum value. He is known as a results-oriented M&A Advisor and prides himself on providing exceptional service to his clients.
Dream Business Brokers is a full-service business brokerage and M&A advisory firm based in Newport Beach. They work with lower middle market businesses in a variety of sectors with a focus on manufacturing, distribution, and service-oriented companies...2024-04-1200 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Transformative Tax Planning with Hito LLC’s Yuko TsuchidaYuko Tsuchida, CPA, MBA is a Certified Public Accountant with over 10 years of tax consulting experience advising multinational corporations on value-added tax strategies. Her career started with KPMG’s Japanese tax practice where she provided audit, tax and advisory services to Japanese companies operating in the United States. After KPMG, she co-founded Think, LLP, a strategic tax advisory firm specializing in income tax planning, R&D credits, investment, employee and training tax credits and incentive services. Throughout her career, she has helped clients claim over $100 million in incentives and credits.
Ms. Tsuchida founded Hito, LLC in October 2017 af...2024-03-1800 minCFO InsightsJoe Knowles of Smedvig Ventures shares insights on the importance of the CFO hire in a high growth tech businessIn this episode we talk to Joe Knowles, VC and partner at Smedvig. We learn about the Smedvig approach to investing and make a deep dive into the challenges making that first finance leadership hire.Joe explains how the CFO role is different from others in the C-suite and how the team at Smedvig seek to persuade founders of the ROI in that hire. He talks through what the investor director looks for in a strategic CFO, and how a focus on ‘hiring-up’, bringing in someone with experience running a Tech business at scale, can so often pay...2024-03-0848 minCFO InsightsGuy Hutchinson, founder of the Startup CFO Community, discussing key lessons and development steps for CFOs with Emily Lincoln-GordonIn this episode Guy Hutchinson steps into the guest seat to share some insight on why the Startup CFO community is such an amazing resource for Tech CFOs. Guy had an accomplished career as a CFO building startups from seed-to-scale. On this journey he founded a meet-up group with three other CFOs, and that group became Startup CFO the leading community in the space. We discuss in detail how this type of community can offer finance professionals peer-to-peer support, developing events that support signifiant career advancement and how the group now focuses on the key strategic aspects...2024-02-0942 minCFO TalksCFO Talks #4: Cash Pooling - Ce Înseamnă și cum Ajută în Gestionarea Lichidităților Companiilor Medii și MariEdiția nr. 4 a CFO Talks, cu tema "Cash Pooling: ce înseamnă și cum ajută soluțiile de cash pooling în gestionarea lichidităților companiilor medii și mari", îi are ca invitați speciali pe Simona Cristescu, TTS Romania Sales Head Citibank, și pe Ștefan Frangulea, Group CFO Electrica SA și Președintele Asociației Trezorierilor din România.
Discutăm cu invitații despre despre noțiunea de cash pooling, tipuri de soluții existente, avantaje și dezavantaje, folosind ca și studiu de caz implementarea cash pooling în grupul Electrica SA.
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CFO Talks este o inițiativă a ...2024-01-311h 05CFO TalksCFO Talks #6: Hedging - Cum să-ți Protejezi Compania și Profitul de Riscul ValutarEdiția nr. 6 a CFO Talks, cu tema "Hedging - Cum să-ți Protejezi Compania și Profitul de Riscul Valutar ", îi are ca invitați speciali pe Ana-Maria Havriciuc, Head of Sales Financial Markets BRD, și pe Alexandru Vusca, Regional FX Controller, Central Europe / COFCO International Romania SRL.
Am discutat despre gestionarea riscului prin diverse metode de FX si IR hedging cu cei doi practicieni cu expertiză în domeniu.
Află cum trezoreria poate avea un impact important în profitabilitatea unei companii.
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CFO Talks este o inițiativă a Finqware, o platformă de automa...2024-01-311h 02CFO TalksCFO Talks #5: Green Funding - The New Trend in FinanceEdiția nr. 5 a CFO Talks, cu tema "CFO Talks #5: Green Funding - The New Trend in Finance", îi are ca invitați speciali pe Adela Tapurin, Head of Tax & Treasury la NEPI Rockcastle, și pe Cristian Nacu, Senior Country Officer for Romania la IFC - International Finance Corporation.
Am discutat cu invitații despre pe Green Funding, noul trend în finanțe, cu studiu de caz NEPI Rockcastle.
Ca o ediție specială, acest nou episod CFO Talks a avut loc live la Unchain Fintech Festival și a fost prezentat în limba engleză.
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C...2024-01-2139 minCFO TalksCFO Talks #3: Soluții de Finanțare pe Piața de Capital - Obligațiuni și AcțiuniEdiția nr. 3 a CFO Talks, pe tema "Soluții de Finanțare pe Piața de Capital - Obligațiuni și Acțiuni", îl are ca invitat special pe Bogdan Baldovin, Senior Associate la BT Capital Partners.
Discutăm cu Bogdan despre cum se pot finanța companiile prin intermediul emisiunilor de obligațiuni sau acțiuni, diferențele dintre cele două segmente de piață ale BVB - Piața Principală și AeRO, ce presupune procesul de finanțare prin bursă pentru companie, de la decizia inițială până la listare, și cum decidem care este varian...2024-01-191h 04CFO TalksCFO Talks #2: Prețurile de Transfer și Împrumuturile Intra-Grup: Contextul Actual, Arii de Risc din Practica și Soluții PosibileEdiția nr. 2 a CFO Talks, cu tema "Prețurile de transfer și împrumuturile intra-grup: contextul actual, arii de risc din practica și soluții posibile", îl are ca invitat special pe Adrian Luca, Partener Fondator la TPS | Transfer Pricing Services.
Discutăm cu Adrian despre o tema foarte importanta, mai ales în cadrul grupurilor de companii - împrumuturile intra-grup.
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CFO Talks este o inițiativă a Finqware, o platformă de automatizare a trezoreriei pentru organizații multi-entitate, transfrontaliere, oferind gestionarea fluxului de numerar în timp real, plăți, colectări și raportare pe baza Open Banking.2024-01-171h 07
CFO TalksCFO Talks #1: Avantajele Fiscale și Management-ul Eficient al Companiilor HoldingEdiția inaugurală CFO Talks o are ca invitat special pe Diana Roșu, Expert în Consultanță Fiscală, PwC Romania.
Cu Diana am discutat despre managementul financiar, trezorerie și fiscalitate, cu un accent pe avantajele fiscale și practicile dovedite de management pentru companiile de tip holding.
În cadrul acestui episod CFO Talks vei descoperi atât bune practici, cât și instrumente de management și optimizare ale operațiunilor de trezorerie.
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CFO Talks este o inițiativă a Finqware, o platformă de automatizare a trezoreriei pentru organizații multi-entitate, transfrontaliere, oferind gestionarea fluxului de...2024-01-1557 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Entrepreneurial Excellence with Ville Houttu of PrivvVille Houttu is the Co-Founder and CEO of Privv. Originally from Finland, Ville relocated to the United States with his wife and two children in 2016. He’s a serial entrepreneur and a renowned TEDx speaker whose leadership has earned recognition in esteemed publications, such as TechCrunch, Forbes, Inc. Magazine, Harvard Business Review, and Adam Grant’s TED Podcast. Additionally, he has been honored as a finalist for the 2023 EY Entrepreneur of the Year award and is a three-time member of the Inc. 5000 Fastest Growing Companies in America. In 2018, he was also named the Entrepreneur of the Year in Irvine, Califo...2023-11-2900 min
The Good Food CFO podcastThe Good Food CFO Book ClubSarah Delevan is an avid reader, committed to reading at least one book a month. Those around her know when the current read is a good one, because she won’t stop talking about it! This inspired us to create The Good Food CFO Book Club. In this episode, Sarah and Chelsea share all the details on the Book Club, and announce the very first book, Stolen Focus by Johann Hari. You’ll hear: How the Book Club will work Why Sarah chose Stolen Focus as the first b...2023-10-3040 minCFO InsightsIan Sutherland, CFO at Tide, discusses how CFOs can deliver on NetZeroIn this episode, we talk to Ian Sutherland, CFO at Tide the UK company building a modern business current account, optimised for small business ownersIan has been CFO at Tide for six years, and during this time he realised that he could align his passions for tackling climate change and set Tide on a path to achieve Net Zero. In this discussion with him we build an understanding on why Net Zero sits neatly within the skills framework of a CFO.2023-09-2233 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Event Planning Entrepreneur with 360 Destination Group’s Trevor HanksTrevor Hanks has been part of the industry since day one… He was the first kid in his neighborhood to pack coolers, deliver props and suck gas fumes on the transportation curb being born into a hospitality family. After college in Boulder and extensive work around the world in the incentive travel business, Trevor returned to the family-owned company TMM (The Meeting Manager) to assist in managing and leading the family business in the late 90s into the new millennium and the next generation of the hospitality industry.
After taking over the company’s full-time operation and owne...2023-09-0100 min
The Cannabis Accounting PodcastEp. 126: How to Build a Successful Cannabis/CBD Accounting, Tax, and CFO Firm
If you are frustrated in your current career position, are sick of working long hours for little pay, or have been considering launching your own remote accounting firm and are wondering what niche to serve, now is the time to dive in! Cannabis has been predicted to produce over $30 Billion in revenue in 2023, and is the fastest growing industry in the US.
DOPE CFO has all of the training and tools you need to successfully start your own remote Cannabis accounting/CFO firm and help you land high-paying clients that will appreciate the work you d...2023-08-2853 minBlueprint CFO Presents: Future Focused EntrepreneursBlueprint CFO Presents: Future Focused Entrepreneurs – Thermography Trailblazer with MoviTHERM’s Markus TarinMarkus Tarin is the President & CEO of MoviTHERM – Advanced Thermography Solutions. Mr. Tarin has studied Radio and Television Engineering as well as Embedded System Design in Germany, where he graduated in 1996. He has extensive experience with visible and non-visible imaging, especially in the Near Infrared (NIR), Shortwave Infrared (SWIR), Midwave Infrared (MWIR) and Long Wave Infrared (LWIR).
Tarin was the lead architect on many product development projects for defense, research, medical and industrial applications. Through his company, he has commercialized many of these developments for remote monitoring, automated thermal imaging and non-destructive testing.
Topics discussed in...2023-08-0434 minCFO InsightsPatrick Hoogendijk shares insights on operating as a strategic CFOIn this episode we talk to Patrick Hoogendijk. Patrick is an accomplished professional with 25 years of experience in Angel investing, venture capital, private equity, and building startups from seed-to-scale. Always working closely with passionate founders, he takes on the embedded CFO/COO role to set strategy and execute rapidly. We discuss in detail what it takes to operate as an in-demand portfolio CFO in the US tech scene and he shares some deep insights in how CFOs can operate commercially and work closely with founders and the C-suite.2023-07-1740 min
Polished CFOValue of CFO: Impact in Your Business | Ep 006Welcome to another engaging episode of our business series, entitled "Value of CFO: Impact in Your Business".
In this episode, we delve into the intricate role of the Chief Financial Officer (CFO) and explore how we can significantly influence the trajectory of your company.
This episode promises to be a deep-dive exploration of the value a CFO can add to your business. Whether you're a seasoned business owner or just starting out, this episode offers a wealth of knowledge that could be the key to your business's financial success. Don't miss out!2023-07-1412 min
The Modern CPA Success ShowOffering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez“The cannabis industry is really pushing forward to help people have their own freedom to choose their path to well-being through non-conventional medicine. I decided I really wanted to be a part of that.” - Guillermo Rodriguez The finer details of this episode:Importance of having a strong why in pursuing a particular industryThe unique requirement in the industry to capture customer informationTrends and hurdles in the cannabis industry Episode resources:Summit Virtual CFO by Anders website – summitcpa.netIf you have questions or would like to be a guest on the show, emai...2023-07-1043 minPolished CFOWorking with Polished CFO in your Business | Ep 001Working with Polished CFO in your Business
In this episode, I go over how to work with Polished CFO as a small business owner and why our process is structured the way it is.
Ready to invest 4 hours 1-on-1 for your Business Finances? Submit a quick application and get started today
https://herpolishedbusiness.com/vip-day
See acast.com/privacy for privacy and opt-out information.2023-05-0606 minThe Modern CPA Success ShowAdding Virtual CFO Services to Your Firm with Katina Peters“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina PetersThe finer details of this episode:Conveying value and building trust in sales conversationsExploring niche marketsDefining and improving processes when adding virtual CFO services to your firm Episode resources:Summit CPA website – www.summitcpa.netFor questions or if you would like to be a guest on the s...2023-05-0146 minCFO InsightsPrakash Shah: working closely with the Board as a Tech CFOPrakash Shah - Portfolio CFOIn this episode, we are interviewing Prakash Shah, one of our founders and a CFO whose career spans from early venture back tech like mydeco, all the way to Trafi, and his clients in his portfolio CFO role. Prakash shares his insights on how Tech CFOs need to interact with and support their Board. CFOs and Heads of Finance are catapulted into a position with board exposure and substantial influence. We uncover some key takeaways on how to get the most out of your Board Meeting and gain insight into how professional...2022-11-1731 min
The Good Food CFO podcastThe Good Food CFO EvolutionThe Good Food CFO is evolving. In this special bonus episode Sarah is sharing what is next for The Good Food CFO, and how we can take this movement to the next level. Sarah is sharing: The Good Food CFO’s new mission statement, and the why behind it Our new website and social media handles How you can take action and join this movement Episode Links: Website: TheGoodFoodCFO.com Newsletter: Sign Up Instagram: @thegoodfoodcfo Got a question or idea for the s...2022-11-1519 min
CFO Yeah!#37 From Tech CFO to SaaS Founder with Rose Punkunus of Sudozi“During the seed round, it's a lot about the story you tell, and your market conditions. How is our software going to fit into the trends that are happening outside? It’s about telling your founder's story, what you believe in.”After working as the Head of Global Pricing at Uber, where she managed weekly budgets approaching millions of dollars, Rose Punkunus worked as CFO for several tech startups. There, she encountered the same issue many times: although she and her teams needed technology to accelerate their work, the only tools available were costly, enterprise offers.So s...2022-09-1533 min
The Cannabis Accounting PodcastEp. 100: Looking into the Future of Cannabis Accounting and DOPE CFOWith even the most anti-Cannabis states coming around to legalization, the industry's future is bright -and profitable.
The Cannabis space has changed dramatically since the first states voted for legalization back in 2012. In the 100th episode, DOPE CFO founder Andrew Hunzicker, CPA and leaders of the DOPE CFO Certified Advisors Franchise David Lewis, Raymond Guns, and Kristi Kem highlight the industry’s progression. Listen in to hear more about navigating future hurdles and how you can take advantage of the upswing by jumping in now.2022-08-3039 minCFO Yeah!#34 The 90-Day CFO Launch Plan with Dr. Veronika von Heise-Rotenburg of everphone“When you start working at a growing company, it’s hard to understand or drive every topic. But I believe that personal trust enables the CFO to come in, once something is burning or close to burning, and to help solve it.”Dr. Veronika von Heise-Rotenburg is a digital finance expert and startup CFO, with extensive knowledge and experience in both the automotive and IT sectors. Having led finance at Cluno, Cazoo, and now ‘Device-as-a-Service’ company everphone, she’s found a niche in asset-heavy businesses, debt financing, and building highly efficient finance operations.In this episode of t...2022-08-0833 minCFO InsightsPhilip Kelvin: From CFO to FintechPhilip Kelvin, Co-Founder and CEO of tranch having formally been CFO at TrussleIn this episode, Philip shares his insight on how his career in investment banking and consulting led to becoming a Tech CFO. We learn how Philip’s finance career helped him understand the huge challenges that need to be solved in the world of cash flow management and ultimately led to him founding tranch. tranch is one of the next generation of B2B, Buy Now Pay Later, payment methods enabling SaaS and services companies to get paid upfront and their customers to unlock fl...2022-06-3025 minCreative Agency Success ShowHow to Know Your Company Needs a Virtual CFO with James Enney"It's amazing to watch their creative process in the agency space, they generally are very skilled at what they do (but) it's the financial piece that mystifies them, somewhat. And, even if they understand it, many of them have a very solid understanding, they don't have the tools that we have, and they don't have the backgrounds that we have. Were some things may be a little bit more obvious, so it'd be able to bring them ideas." - James EnneyThe finer details of this episode :What are the signs a business owner should k...2022-06-1532 minThe Modern CPA Success ShowHow to Survive Your First 100 Days as a Virtual CFO with Greg Wallis"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis The finer details of this episode :What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?What do you need to consider and think about before going virtual or moving to a 100% remote firm?Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services Episode resourcesS...2022-06-0940 minCFO InsightsJay at Leela Capital: the path from CFO to Corporate FinanceJay Dias is Founder and Managing Partner of Leela Capital, a boutique investment and advisory venture firm. In this episode he shares his unconventional route into finance. Jay’s journey includes seven years in operating finance roles including a successful exit as CFO & COO, and 10 years in turnaround / Insolvency, mainly at PwC (London).Your host is Guy Hutchinson and this podcast was brought to you by Startup CFO.https://startupcfo.tech/Music:Pumpkin Blues by Daniel Fridell and Sven LindvallLicensed through Epidemic Sound2022-05-2540 minCFO InsightsSteven Dunne at Frog Capital: CFO focus points for scaleupsSteven Dunne, Senior Partner and Head of PortfolioSteven has over 20 years of private equity experience gained within private equity firms, as CFO/COO of private equity and venture capital backed companies taking them through to exit, as well as PE M&A exposure in investment banking. He joined Frog as Senior Partner in charge of Portfolio in 2015 and leading on Responsible Investment. He heads the Operating Partner Programme, also acting as the operating partner for finance, which provides seamless expert support through due diligence to portfolio company engagement and delivery of the Scale-Up methodology. 2022-05-1038 minCFO InsightsJenny Bloom: a CFO career in TechJenny Bloom, Former CFO of Zapier and MailChimp, is a global financial executive with over 30 years of experience in public, private, and startup organisations throughout a variety of industries. She has spent the last 20 years as a CFO scaling SaaS companies, and along with finance, she also led the people, legal, facilities, events, and administrative functions. She was with MailChimp for 14 years and was with Zapier for 6 years before retiring in Jan 2022. Jenny is currently doing some advisory work and is looking for a couple of board roles.Your host is Guy Hutchinson and this podcast was br...2022-04-2129 minCFO Yeah!#17 "Let them say 'no'" (AMA) with Habiteo CFO Elodie HadjidakisIn this episode, we bring you audio from a live CFO Connect AMA with Elodie Hadjidakis, CFO of Habiteo. She talks about the typical day for a CFO (spoiler: there isn't one), why fundraising is a love/hate proposition, and the family motto: "let them say 'no.'"2021-10-0853 min
Executive Communities PodcastHow does the cloud fit into CFO strategies?In this episode, CFO South Africa managing editor Caylynne Fourie will be talking to Sage Africa and Middle East vice president of medium business Gerhard Hartman and AWCape group director of business development Jeff Ryan, who will reveal how cloud fits into the CFO’s strategy.2021-06-1023 minExecutive Communities PodcastHow the CFO role has evolved before-Covid and during-CovidIn this episode, brought to you by Sage, CFO South Africa managing editor Caylynne Fourie will be talking to MTN South Africa CFO Dineo Molefe and MARS South Africa CFO Sam Hopwood about how the role of the CFO has evolved before and during Covid-19.2021-05-1032 minCFO Yeah!#5 Growing a hospitality business during COVID with Mews CFO Pavla MunzarovaPavla Munzarova has been CFO at hotel booking platform Mews for over 4 years, building a large finance team in the process. In this live AMA she talks about financial foundations, her love for automation, and how Mews continued to grow after a difficult early 2020. And of course, she answers lots of questions from the CFO Connect community.2021-01-1947 minThe Modern CPA Success ShowDeep Dive with Virtual CFO Client Greg Bear of Bear GroupQuote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to h...2020-10-1924 minCreative Agency Success ShowDeep Dive with Virtual CFO Client Greg Bear of Bear GroupQuote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to h...2020-10-1224 min
Your Personal CFO | Entrepreneurship | Solopreneur | Part-time CFO | Accounting | Inspiration | Motivation |Deloitte's new North American leader of the CFO Program: Steve Gallucci!Deloitte's new North American leader of the CFO Program: Steve Gallucci discusses: -Triathlons -Working for and becoming a partner for Deloitte -Financials predictions based on "CFO Signals" and much more..2020-09-2118 minThe Modern CPA Success ShowTax Integration with Virtual CFO ServicesQuote“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale The finer details of this episode How the tax services fit in with the other Virtual CFO services at Summit CPAWhy we don’t lead with tax servicesWhy CPA firms should departmentalize their tax workWhy taxes should be a small part of your CPA firmThe tax strategy we use with our Virtual CFO clientsHow we are going to continue to improve our tax services in the futureWhy doing taxes for Virtual CPA clients improves th...2020-01-2125 minCreative Agency Success ShowWhat is a Virtual CFO and when should you hire one?“Many times, it’s the last thing they want to deal with, but they know things could go so much further if they had the proper staff. The back of the napkin doesn’t work anymore.” - Michelle LesifkoThe finer details of this episodeHow Summit CPA helped coin the term “Virtual CFO”Traditional bookkeeping and accounting vs. Summit CPAShould you hire a full-time CFO?How Summit CPA uses forecasting to hit milestones and goalsMichelle takes a closer look into cash flowThe three types of services Summit CPA offersWhen should business owners start reaching out for help?...2019-10-2927 min
CFO人开讲卓越的CFO-道为先CFO人开讲是CFO俱乐部开创的财务人经验分享栏目。CFO俱乐部专注CFO人才培养和人才传输17年，传授企业主1700余人，财务总监7000人。欢迎个人会员入会了解百家企业的应聘标准，学习百种商业模式，挑战百万年薪。欢迎企业会员入会选聘财务总监，学习财务知识。微信关注：szcfoclub2017-04-2108 minCFO人开讲CFO高峰论坛现场回放-股东资格的取得与股权的救济路径CFO人开讲是CFO俱乐部开创的财务人经验分享栏目。CFO俱乐部专注CFO人才培养和人才传输17年，传授企业主1700余人，财务总监7000人。欢迎个人会员入会了解百家企业的应聘标准，学习百种商业模式，挑战百万年薪。欢迎企业会员入会选聘财务总监，学习财务知识。微信关注：szcfoclub2017-04-1447 minCFO人开讲CFO高峰论坛现场回放-让数据为你发声造势CFO人开讲是CFO俱乐部开创的财务人经验分享栏目。CFO俱乐部专注CFO人才培养和人才传输17年，传授企业主1700余人，财务总监7000人。欢迎个人会员入会了解百家企业的应聘标准，学习百种商业模式，挑战百万年薪。欢迎企业会员入会选聘财务总监，学习财务知识。微信关注：szcfoclub2017-04-0523 minCFO人开讲CFO高峰论坛现场回放-CFO“匠”与“将”的价值CFO人开讲是CFO俱乐部开创的财务人经验分享栏目。CFO俱乐部专注CFO人才培养和人才传输17年，传授企业主1700余人，财务总监7000人。欢迎个人会员入会了解百家企业的应聘标准，学习百种商业模式，挑战百万年薪。欢迎企业会员入会选聘财务总监，学习财务知识。微信关注：szcfoclub2017-03-3019 minCFO人开讲CFO高峰论坛现场回放-业财融合：财务价值提升之路CFO人开讲是CFO俱乐部开创的财务人经验分享栏目。CFO俱乐部专注CFO人才培养和人才传输17年，传授企业主1700余人，财务总监7000人。欢迎个人会员入会了解百家企业的应聘标准，学习百种商业模式，挑战百万年薪。欢迎企业会员入会选聘财务总监，学习财务知识。微信关注：szcfoclub2017-03-2447 minCFO人开讲CFO俱乐部年度总结与展望欢迎收听2016CFO人开讲年度总结与展望金猴留恋丰收年，彩凤欢啼盛世春！在过去的一年里，我们在CFO俱乐部相识、相知、相助，值此新春佳节之际，我谨代表CFO俱乐部全体员工，向所有CFO家人们表示衷心的感谢，祝大家2017年身体健康、事业高升、平安幸福，“鸡”会多多、鸡年大吉！关注微信公众号：szcfoclub，2017CFO春季高峰论坛火热报名中2017-01-1311 minCFO人开讲一位CEO的自述：两年前我以为CFO就是我的天花板大家好，我是吴振岭，从2001年开始从事财务工作，先后在国有企业、民营企业、外资企业担任会计、财务经理、财务总监等相关职务 。目前已经由CFO转型为CEO，实现了财务领域的跨越式转变，感谢您的聆听，支持，欢迎关注CFO俱乐部官方微信：szcfoclub，了解学习更多2016-12-1708 min