DOPE CFO - Podcast Details

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Diary of a CFO | Strategies for Business Financial GrowthFinancial Growth Mastery: Profit Strategies & Money Management Insights | Diary Of A CFO PodcastUnlock powerful financial growth strategies and master the art of money management in this insightful episode of Diary Of A CFO. Join host Ademola Odewade, fractional CFO and seasoned finance expert, as he dives deep into actionable insights on profit strategies, financial planning, and optimizing business revenue.Discover expert advice on transforming your approach to finance and accounting, maximizing your income, and enhancing cash flow management. Learn from top-tier CFOs and business leaders who share valuable financial insights, strategic planning tips, and proven methods for achieving sustainable financial growth.🌍 Diary Of A CFO Podcast proudly ran...2025-07-1743 min

CFO THOUGHT LEADER1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments When Kevin Wall first stepped into industry from public accounting, it wasn’t by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to go public, saw in Wall someone who understood both their numbers and their needs. “They were familiar with me. I was familiar with them,” he tells us. That early pivot from audit into operational finance set the tone for a career defined by depth over speed. Wall spent 13 years at Alcatel-Lucent and a decade at FIS, climbing steadily while broadening his remit fr...2025-07-1644 min

CFO THOUGHT LEADER1113: The Strategic Leap from Finance Partner to Business Architect | Josh Schauer, CFO, insightsoftware When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am I going to have a job coming out of this?” But his then-CFO advocated for him, making clear to the acquiring company, “they can’t lose you.” That moment, Schauer tells us, “swung the pendulum to the opportunistic side.” Rather than move on, S...2025-07-1452 min

Diary of a CFO | Strategies for Business Financial GrowthOutsource to Scale: Financial Growth, Profit Strategy & Smart HR with Suzanna Martinez | Diary Of A CFOUnlock smarter financial growth and profit strategy in this powerful Diary Of A CFO episode featuring Suzanna Martinez — dynamic founder of PEO for the CEO. 💼 From money management to fractional CFO strategy, Suzanna shares how outsourcing HR, payroll, and benefits helps businesses reduce costs, scale faster, and stay compliant.🎯 Key Themes:Financial planning & cash flow optimizationMoney-saving strategies with PEO & EOR modelsCost-effective outsourcing vs. in-house hiringHow to avoid burnout as a CEOGlobal expansion & compliance made simpleSmart leadership + mindset shifts for financial freedom 2025-07-1143 min

CFO THOUGHT LEADER1112: The Value of Seeing Finance from the Front Lines | Nathan Winters, CFO, Zebra Technologies When Nathan Winters led a supply chain team earlier in his career, he noticed something that would shape his leadership style: “The credibility you get by the operating leaders when they see you out in the field… is incredibly important.” Whether visiting customers, walking a manufacturing floor, or sitting in on operating meetings, Winters found that physical presence fostered trust—and that trust gave finance a real seat at the table. Today, as CFO of Zebra Technologies, Winters continues to emphasize business partnership grounded in proximity to operations. In the four years since he stepped into the CFO seat...2025-07-0936 min

CFO THOUGHT LEADER1111: Inside the M&A Playbook: Why People Come First | James Redfern, CFO Reltio Nearly a year into his CFO role at Reltio, James Redfern still feels like he’s catching up. “I’ve made some progress, but I’m definitely not where I… need to get,” he tells us. That steep learning curve was exactly what drew him to the company. Redfern didn’t find the Reltio opportunity through recruiters. Instead, it surfaced during a casual conversation with a mentor. “I was actually looking at something else,” he recalls. “And he said, ‘Oh, if you’re looking… I’m on the board of a company that’s looking for a CFO.’” That kind of personal c...2025-07-0755 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 min

Blueprint 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 min

CFO THOUGHT LEADER1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo Amanda Whalen’s first CFO role began with a question. “You’re not a finance technical person,” her company’s president told her, “but you’re the strongest leader on my team. Will you be willing to be the CFO and help me transform the finance function?” She accepted. Over the following year, Whalen tells us, her team tackled three major initiatives: fixing broken cost accounting at a dairy plant, realigning sales incentives to drive margin, and overhauling the P&L reporting structure to match the new parent company’s expectations. The team was skeptical—“They said, ‘You’re crazy. There’s no...2025-06-3052 min

The King Dems Podcast | Growth Mindset and Business LeadershipFrom $450M to Fractional CFO: Stan Sukhinin on Mindset, Margins & Money MistakesGrowth mindset, business leadership and financial fitness take center stage in this powerful episode of The King Dems Podcast, ranked in the Global Top 5% on ListenNotes. Join host Ademola Odewade as he sits down with Stan Sukhinin, CFA—a Washington Post-featured fractional CFO who managed over $450 million—to uncover the mindset shifts and business strategies that every founder must master.In this game-changing conversation, Stan shares how most entrepreneurs unknowingly sabotage their profit margins and reveals the top leadership insights for safeguarding your company’s financial future. From his journey in Moscow to CFO boardrooms, Stan delivers real-l...2025-06-2150 min

The King Dems Podcast | Growth Mindset and Business LeadershipHow 90% of Founders Mismanage Margins — CFO Stan Sukhinin on Mindset, Profit & LeadershipBusiness leadership, growth mindset, and financial fitness take center stage in this Global Top 5% episode of The King Dems Podcast. Host Ademola Odewade sits down with Stan Sukhinin, CFA—a Washington Post-featured fractional CFO who has managed over $450M in financial strategy and business growth.From humble beginnings in Moscow’s suburbs to advising some of the world’s most innovative founders, Stan unpacks what most entrepreneurs get wrong about profit margins, valuation, and self-leadership. Discover why 90% of business owners fall into the same financial traps—and how to avoid them using mindset mastery and real-life financial intellig...2025-06-1952 min

Diary of a CFO | Strategies for Business Financial GrowthCFO Leadership Strategies for Founders | Insights for Business GrowthDive into CFO insights and leadership strategies specifically designed for founders and entrepreneurs focused on business growth in this episode as we dive deep into essential CFO insights and leadership strategies tailored for founders and entrepreneurs focused on achieving business growth. Join CFO Ademola I. Odewade as he engages with Scott Ritzheimer to unpack the crucial financial strategies that drive success. Discover how to effectively manage cash flow, design scalable systems, and strategically balance profitability with expansion. This episode is packed with actionable insights and innovative tactics designed for business leaders striving for impactful transformation in their organizations. Tune...2025-06-1757 min

Diary of a CFO | Strategies for Business Financial GrowthUnlocking Business Growth with CFO Strategies | For EntrepreneursExplore 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

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 00

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

The King Dems Podcast | Growth Mindset and Business LeadershipThe CFO's Guide to SUCCESSFUL Growth StrategyIn this powerful episode of The King Dems Podcast, we delve into business leadership with a focus on CFO insights and FinTech innovation. Join Monica Roca-Quesada, a leading fractional CFO and entrepreneur, as we explore vital growth strategies for modern companies. Discover how to harness data utilization, implement effective financial forecasting, and foster a growth mindset to thrive in today’s dynamic economy.Monica dispels myths surrounding the CFO role and emphasizes that accounting transcends mere numbers. She highlights the need for adaptability and clarity in entrepreneurship. This episode is rich with actionable insights ta...2025-04-251h 12

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 min

The 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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 min

Blueprint 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, Financial Planning83 | 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