Shows
CFO Coffee TalkThe Founder CFOWhat does a founder really need from a CFO as their business grows?Florida CFO Group Partner Cory Douglas brings more than 30 years of financial leadership experience to CFO Coffee Talk for a conversation about the unique role a CFO can play alongside founders and business owners.Cory and host Phil Nahajewski explore how the right fractional CFO can help turn an entrepreneur’s vision into financial clarity and actionable strategy. They discuss what it takes to make more confident decisions, establish financial discipline without adding unnecessary bureaucracy and build the infrastructure needed to support su...
2026-09-0117 min
The CFOIQ PodcastThe Modern CFO: Leading With Confidence, Courage, and ImpactWhat does it really take to lead at the highest levels of finance? In this compelling CFO IQ conversation, Andy Zezas sits down with Talia Griep, EVP, Chief Administrative Officer & CFO at Benjamin Moore, and Mila Tartakovsky, Vice President of Finance and Regional CFO, North America at Daiichi Sankyo, for an honest and wide-ranging discussion about what it means to be an effective modern finance leader.
From executive presence, mentorship and sponsorship to navigating family and career, negotiating compensation, managing risk, and confronting imposter syndrome, Talia and Mila offer candid perspectives shaped by decades of leadership experience...
2026-08-2035 min
A Modern Nonprofit PodcastEpisode 164: Will AI Replace Your Nonprofit CFO? Here's the Honest AnswerTosha lays out rule number one for nonprofit financial health: monthly reports, on a fixed schedule, every single time. At The Charity CFO, that means a strict 15-day reporting cycle — even when data is missing from a client's team, the report still goes out, flagging what's incomplete and what it could mean financially. Tosha shares a real example: an organization spent three to seven years' worth of planned capital improvements in just two years — the kind of overspend a proper budget-to-actual analysis would have caught early, before it became a crisis.
2026-08-0421 min
CFO FOCUS LIVE!CFO Focus Live! With Adam Townsend and Van Lai-DuMoneThe next episode of CFO. Focus Live! video podcast features former Vizio CFO & Chief People Officer Adam Townsend in conversation with Van Lai-DuMone, TEDx speaker and CEO of Worksmart AdvantageCFO Focus Live!, the video podcast series for finance executives, takes on a cost every CFO knows well but few talk about publicly: the “second check” written every month — payroll — and everything that goes into finding, recruiting, and retaining the talent behind it.The episode features a conversation with Adam Townsend, the former Chief Financial Officer and Chief People Officer of Vizio, the television and soundbar...
2026-07-3030 min
The Modern CPA Success ShowAdvisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah HoodMost accounting firms have the talent to deliver real CFO-level advisory work. They just have not built the path to get there. In this episode, Tom Wadelton sits down with Hannah Hood, VCFO Principal at Anders, to talk about what it actually takes to grow accounting talent from senior accountant to trusted CFO. Hannah has lived the full journey from bookkeeper to controller in industry, to VCFO Principal at one of the fastest-growing advisory practices in the country. You’ll hear how Hannah made the mindset shift from doing the work...
2026-07-2145 min
CFO InsightsDr. Veronika von Heise-Rotenburg, CFO & MD @Everphone, shares lessons of raising capital, debt funding and the importance of the CEO partnershipIn this episode we're joined by Dr. Veronika von Heise-Rotenburg — CFO & MD @Everphone, an expert in the discipline of financial leadership, also a speaker and now published author.In this episode, Veronika shares some insights from her CFO career, and we take a deep dive into the topic of debt funding, discussing different solutions that a startup or scale-up might appraise. We also shine a light on the importance of the CEO-CFO relationship, highlighting key elements to taking that relationship to a high level of performance. https://www.linkedin.com/in/veronika-von-heise-rotenburg/
2026-07-1740 minCFO Coffee TalkThe Clarity CFOWhen seasoned CFO Grant Fincham heard about the Florida CFO Group, he knew it was a community he wanted to be part of. In this episode of CFO Coffee Talk, Grant shares his journey from South Africa to Florida, what led him to become a CFO, and how financial clarity empowers business owners to make better decisions with confidence.Join host Phil Nahajewski for an engaging conversation about leadership, finance, and the value of having the right financial partner at the table.Thanks for tuning into CFO Coffee Talk. Follow us on LinkedIn
2026-07-1416 minThe CFOIQ PodcastThe Entrepreneurial CFO: Balancing Risk, Growth & Financial LeadershipWhat does it take to be both an entrepreneur and a CFO? In this episode of CFOIQ, host Andrew Zezas sits down with Natasha Dillon, CFO and Co-Founder of Fundfy Merchant Funding, to explore the unique mindset required to build, scale, and lead a high-growth business while maintaining financial discipline. Drawing on her journey from childhood hustles and investment banking to launching and successfully exiting businesses, Natasha shares how entrepreneurial thinking has shaped her approach to finance, risk management, institutional capital, and strategic decision-making. She discusses the challenges of wearing multiple leadership hats, building institutional-grade financial infrastructure, navigating growth...
2026-07-0919 min
CFO FOCUS LIVE!CFO Focus Live! A Deep Dive on LocationCFO Focus Live! Returns with an Interview of Salt & Straw CFO Karissa Aleskus This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jlockhart.substack.com
2026-06-2530 min
CFO FOCUS LIVE!CFO Focus Live! 4 Under 40 CFOsCFOs are making a bigger impact every day. And they’re arriving in the C-Suite even earlier. Some even before they’re 40 years old. Join us when CNBC alum Aditi Roy interviews:Hiral Patel, age 37, CAO, Pep BoysDaniel Gabel, age 38, CFO, OSS (NASDAQ: OSS)Peter Preston, age 38, CFO, Paloma Acquisition Corp (NASDAQ: PALOU)Mike Chiv, age 35, Managing Partner, Proven Recruiting, who helps build their teamsHow are they prepared to take on these high pressure jobs? Over 90% of all CFOs are over 40, average age – 53.Join CNBC’s Aditi...
2026-05-2134 minCFO InsightsJohn Gronen, CFO at Yooz, discusses driving efficiencies in procure to pay, fraud mitigation and the changing shape of the finance teamIn this episode, we talk to John Gronen is CFO at Yooz, the purchase-to-pay automation platform. John brings 25+ years’ experience across finance, operations, sales and M&A, including previous CFO roles.We explore his views on AI deployment in procure to pay and mitigating against fraud. Many CFOs will be fascinated to hear how he shapes the growth of his team and mentors others to help navigate essential career decisions.
2026-05-1843 min
正しい財務、賢い税務〜ゼロから学ぶ会社のお金の話〜#2-B 「中小企業にこそ社外CFOが必要」と考える理由現在「中小企業専門社外CFO」と名乗っている私が、それを名乗る背景を語る回。監査法人時代に携わった「自己査定監査」、監査法人と税理士法人のギャップ、そして中小企業専門社外CFOとして貢献したいことなどを話しています。*番組の感想はXに #正しい財務賢い税務 でぜひご投稿ください*質問や相談、詳細情報などは https://fukasawa-cfo.com/ まで 【番組概要】中小企業専門社外CFOの深澤健太(27)がお送りする、「会社のお金」のお悩み相談ポッドキャスト。200社以上の決算書を見てきた経験から、中小企業の社長に知ってほしい財務・税務の知識をわかりやすく解説します。毎週月曜日朝7:00配信で、A面：財務・税務のお悩み相談B面：深澤の楽屋裏トーク、パーソナリティなどを交互にお届けします。【MC】深澤健太｜公認会計士準会員・中小企業専門社外CFO1998年生まれ、東京都練馬区出身。大学で学年ビリになる中、「どうせやるならてっぺん目指せ」という祖母の一言で公認会計士を志し、大学3年から2年でストレート合格。大手監査法人の金融部門で3年経験した後、税理士法人へ。現在は税理士と中小企業専属の社外CFOとして経営者の右腕として伴走中。2児（赤ちゃんと猫）の父として子育てにも奮闘中。HP https://fukasawa-cfo.com/X https://x.com/kakuzukecpa---正しい財務、賢い税務〜ゼロから学ぶ会社のお金の話〜produced by 株式会社midnight sunhttps://midnightsun.jp/
2026-05-1813 min
The Cannabis Accounting PodcastEP 205: How to Add Millions in Value to Clients & Grow Your CFO FirmSo you landed a cannabis client... now what? Here's what it actually looks like to serve a cannabis client as a world-class CFO.---With federal rescheduling on the horizon, cannabis CFOs have never been more in demand. DOPE CFO gives you the tools, training, and network to build a premium cannabis CFO advisory practice — ready to go from day one. Get started here: https://go.dopecfo.com/get-started-6?utm_source=youtube&utm_medium=social&utm_campaign=specialized-cfo&utm_term=cfo+client+service&utm_content=non+lottery+tickets+cfo+edition ...
2026-04-2429 minCFO InsightsAlexander Wulff CEO & Co-founder at Scaleup Finance and Nume discusses the advent of the AI CFOIn this episode, we’re going to talk to Alexander Wulff CEO & Co-founder at Scaleup Finance and Nume. The businesses he has founded span the world of fractional CFOs supported by Tech platforms and the hive-mind. And most recently the first steps towards an AI CFO.We discuss a range of financial challenges for smaller businesses and those at seed stage. We cover what it takes to incorporate a fractional CFO into high value activities and you might be surprised to learn how Nume is unlocking the potential of Founders to make almost limitless prompts to an AI...
2026-04-2342 min
CFO FOCUS LIVE!CFO Focus Live! April 2026Who's the bio major? That’s Adam Townsend, the former UCLA bio major turned Showtime CFO, turned Vizio CFO, turned Wal-Mart executive. Learn about Adam’s rapid rise on our next CFO Focus Live! with Ravi Kumar.Adam Townsend, CFO at Vizio who took it public during Covid on NYSE and sold to WalMart for billions.Latha Vairavan, new CFO at Arcutis Biotherapeutics (NASDAQ:ARQT) who left Amgen for what was then an unknown biotech startup.Chithra Rajagopalan, Head of Finance at Obsidian Security and a next gen philanthropist in Silicon ValleyHo...
2026-04-1638 min
The CFO EdgeYour Forecast Is Already Wrong: The CFO Framework for Adjusting FastIf you built your 2026 forecast in December and haven’t updated it since, it’s already outdated.Markets move. Sales cycles shift. Costs change.The problem isn’t forecasting. It’s treating the forecast like a fixed plan instead of a living model.In this episode of The CFO Edge, we break down the 30-day rolling reforecast framework CFOs use to stay ahead of cash problems and make smarter decisions as conditions change.If your numbers already feel misaligned with your plan, book a CFO Office Hours session to walk through your num...
2026-03-1107 min
The KB ArticleThe Real CFO Project with Angela GoodmanIn this powerful conversation on The Real CFO Project, host Chad Brown sits down with entrepreneur, investor, speaker, and Evolve Through God podcast host, Angela Goodman, to unpack what it truly means to become whole. Angela shares her journey from running a $25M P&L inside a Fortune 50 company, owning and exiting a restaurant business, and serving as a fractional CFO to service-based entrepreneurs — to stepping into a new calling: helping purpose-driven leaders remove internal blocks and live in full alignment with who they are.
2026-02-2632 minCFO Coffee TalkThe CFO and the Wealth ManagerFor our 100th CFO Coffee Talk episode, a CFO (Phil Nahajewski) and a Wealth Manager (Steve Curley, CFA, CFP® - from 55 North Private Wealth) toss around a few football analogies to help business owners see why they need a Mike Alstott and a Warrick Dunn in their backfield. Steve is the host of the award-winning "Investors First Podcast" (investorsfirstpodcast.com) produced for the CFA Society Orlando, a chapter of the CFA Institute.The book mentioned by Steve in this episode is "The Taxable Investor's Manifesto" by Stuart E. Lucas.Thanks for tuning into CF...
2026-02-2421 min
CFO FOCUS LIVE!CFO Focus Live! with Aditi Roy & Ravi KumarCFO Focus Live! – our LinkedIn Live, YouTube and Substack podcast show – kicks Off January 22, 2026 and monthly after that – the Third Thursday of each month.So you can watch or listen from anywhere. Featuring our favorite CFOs from last year and those upcoming for this year, including:Anna Gomez, longtime CFO at ad giant Leo Burnett, now CFO at Inspired Thinking Group (ITG). We met Anna when she was featured at CFO Focus Chicago with Jane Wells last October. She's a five time best selling romance novelist -- as well as a leading CFO!We also have a special segment called...
2026-01-2246 minThe KB ArticleHow to Become The Real CFO Dominate 2026 In Faith, Family, Fitness and FinanceMost people set a big vision for the year… Very few know how to turn it into daily action. In this episode of The Real CFO Project, I break down how I'm preparing to dominate 2026—not just in business, but in the areas that actually matter: faith, family, discipline, and direction. This isn't about hype or motivation. It's about intentional habits, honest self-reflection, and putting what matters most on your calendar—not just your to-do list. If you're a business owner or leader who feels productive but scattered… If the grind ha...
2026-01-0124 minCFO Coffee TalkThe Value-Creation CFOA Value Creation CFO doesn’t just protect the downside, they build the upside by converting financial insight into better decisions, better execution, and measurable enterprise value. Florida CFO Group partner, Tim Fischer shares his insights and stories from his past as "The Value Creation CFO". Thanks for tuning into CFO Coffee Talk. Follow us on LinkedInLearn more about the Florida CFO GroupContact Us
2025-12-2316 minCFO Coffee TalkThe Latina CFO and moreIn this episode of CFO Coffee Talk, we sit down with Mirtha Fonte, one of the newest partners at the Florida CFO Group. Mirtha shares more about her backstory, growing up in Miami as a first-generation American, forging her own path as a young financial professional, and building a career that spans large corporations, biotech, real estate, and the startup space.Speaking Spanish became the catalyst that launched her international career, opening doors that changed everything. What she once viewed as a disadvantage ultimately became the foundation for her success. Mirtha’s passion is h...
2025-12-0215 minThe KB ArticleWhy Every Business Owner Needs to Think Like a CFOEver wonder what The Real CFO Project really means? In this solo episode, Chad Brown, CPA, breaks down the true purpose behind it — and it's not about titles or corporate roles. It's about empowering small business owners to take control of their finances, their growth, and their future. Most entrepreneurs can't afford a six-figure CFO — but that doesn't mean they can't think like one. Chad dives deep into how you, the business owner, are the real CFO of your company. From understanding your financial statements to building cash flow forecasts, he explains how mastering your numbers transforms not...
2025-10-2808 minCFO Coffee TalkThe "Bank Whisperer" CFOHow can business owners get better results from their banker?Florida CFO Group partner Steve Szirmai, known as “The Bank Whisperer” CFO, has spent decades on both sides of the financial table, from managing portfolios in banking to guiding companies as a fractional CFO.In this 15 minute episode of CFO Coffee Talk, Steve shares how understanding your banker’s perspective can transform your financial relationship, improve access to capital and build long-term trust. Whether you’re a business owner navigating growth or tightening cash flow, this conversation offers practical strategies to strengthen one of your most imp...
2025-10-2316 minThe CFO EdgeDo You Really Need a CFO Yet? The Milestone Every Founder MissesAre you running your business without a CFO and wondering if that’s holding you back?In this episode of The CFO Edge, Zahra breaks down the exact milestones that signal it’s time to move from DIY finance to dedicated financial leadership.You’ll discover:The revenue and complexity triggers that make a CFO essentialWhy waiting too long can quietly stall your growthHow to structure finance support before you can afford a full-time hireAnd the real difference between a bookkeeper, controller, and CFOWhether you’re managing your own spre...
2025-10-2205 minCFO Coffee TalkCelebrating 15 Years of the Florida CFO Group15 Years in the Making!Season 5 kicks off with a special anniversary episode celebrating 15 years of the Florida CFO Group!On October 1, 2010, founders Betsy Bennett, Dan Polen, and Jay White set out with a bold vision: to provide growing businesses with access to seasoned CFO leadership through a flexible, outsourced model. Fifteen years later, that vision has evolved into a thriving community of partners helping companies worldwide achieve new levels of financial success.Join partner Phil Nahajewski as he sits down with co-founder Betsy Bennett to reflect on the early days of the Florida...
2025-10-1916 minCFO InsightsArti Modhwadia shares insights on what it takes to succeed as a Fractional CFOIn this episode, we to talk to Arti Modhwadia who now has a career path as a fractional CFO in the Tech space, having founded her career working with EY and Harvey Nichols. She has focused on working with purpose-driven founders helping them to scale their ventures sustainably and raise finance for growth.Arti shares some really important lessons for those who might be deciding to embark on a portfolio CFO career. She talks through essential frameworks for rigour and process to support three or four successful businesses simultaneously. She also shares helpful lessons for any finance...
2025-10-0927 min
ROOSARTIG - Der Unternehmerpodcast von deinem personal CFOWann lohnt sich Werbung? – Dein Personal CFO packt ausWann lohnt sich Werbung wirklich? Genau das schauen wir uns in dieser Folge an – ohne Schönreden, ohne Schlangenölverkäufer-Versprechen.
Viele Unternehmer glauben: „Ich schalte ein paar Ads und schon läuft der Laden.“ Doch so funktioniert es nicht. Werbung wird viel zu oft mit Hoffnung verwechselt. Klicks, Leads und hübsche Kennzahlen sehen toll aus – aber sie sagen nichts darüber aus, ob am Ende Geld auf deinem Konto landet.
Als dein Personal CFO packe ich in dieser Folge aus, worauf es wirklich ankommt. Ich zeige dir, warum Umsatz nicht gleich Gewinn ist, warum Zahlungs...
2025-09-1711 min
CFO FOCUS LIVE!CFO Focus Live! Sports & Automotive EditionCFO Focus Live! Livestream & Podcast features CNBC alum Aditi Roy interviewing Mike Bufano, former Allbirds and Panera Bread CFO now CFO and President at League One Volleyball (LOVB), the fast growing pro volleyball and youth sports league. Joining Mike are San Diego Padres GC Terezka Zabka, and Cristian Torres, formerly at Nissan and Volkswagen, now GC at Visionary Automotive Group. Fascinating discussion! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jlockhart.substack.com
2025-08-2138 minThe KB ArticleCEO vs CFO: The Mindset That Scales Your Business💡 CEO vs. CFO — Which Hat Are You Wearing? As small business owners, we juggle multiple roles — visionary CEO, hands-on operator, and yes… our own CFO. But here's the truth: without the CFO mindset, you'll miss key blind spots in cash flow, forecasting, and decision-making that could make or break your growth. In this episode of The Real CFO Project, we break down: ✅ Why every business owner needs to think like a CFO ✅ The difference between being the CEO vs. the CFO of your business ✅ Practical steps you can take this month to strengthen your financial...
2025-08-1815 minCFO InsightsSanjay Bowry, CFO at Gravitee, on business partnering and the importance of hitting critical career milestones for finance leaders in TechIn our discussion with Sanjay we learn about the key steps on his journey to becoming CFO at Gravitee. We discuss his perspective on career milestones and how to focus on the most essential capabilities that can make you a great CFO operator. Sanjay brings some fascinating insights on the practical steps anyone can take to become an amazing partner to the CEO.
2025-08-0538 min
CFO FOCUS LIVE!CFO Focus Live!CFO Focus teamed up with CSuite Focus to produce an online networking and fireside chat program featuring some of the leading CFOs, CFOs, CLO/GCs and CHROs we met in 2024 or will see in person at upcoming 2025 programs.We featured a 12 minute “speed networking” session on Zoom with fellow CSuiters including these guests moderated by network news anchor Anita Vogel* Jeremy Baumann, CEO, Corporate Security Advisors, LLC from. Chicago* Adrian Brown, CFO, A1 Garage Doors from Phoenix* Ann Buckingham, former SVP, Global Creative and Product Dev, at Disney and 20 Century Fox in L...
2025-06-1655 min
CFO FOCUS LIVE!CFO GC Focus Houston Was a Hit!CFO GC Focus Houston gathered in a $20 million mansion for sale and featured Jane Wells anchoring a stellar panel including Vanessa Allen Sutherland, General Counsel of Phillips 66. Vanessa also serves on the board of directors of Dominion Energy. Laura Fulton, CFO of ABS, and Chair of the Audit Committee for Targa.Angel Sanchez, CFO at HJ Baker in Houston, a mid-market company and largest independent sulphur company in the world, with about 12% of the global market share and operations in 10+ countries This is a public episode. If you would like...
2025-05-2300 minThe 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 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 Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design83 | 3 Essential Money Tips for Female Entrepreneurs with Lisa Marie Robinson, Fractional CFOAre 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 business3 essential tips for female entrepreneurs managing their financesWays to...
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 00The KB ArticleReal CFO with Mills BenderReady for another insightful episode of Real CFO? This time, I'm sitting down with Mills Bender of Mills Knows Bills, and trust me, if you're an entrepreneur or business owner looking to level up your money mindset and strategy, this one's for you! 💡 We dive into Mills' journey, from losing her job to scaling a financial education platform and becoming a fractional CFO. We also chat about the difference between managing personal and business finances, and why strategy and storytelling are key to financial success. 📈 If you've ever felt like your business is running in place...
2024-10-0340 min
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 minCFO 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 minThe 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
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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 Sound
2022-05-2540 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：szcfoclub
2017-04-2108 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：szcfoclub
2017-04-1447 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：szcfoclub
2017-04-0523 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：szcfoclub
2017-03-3019 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：szcfoclub
2017-03-2447 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 minCFO人开讲CFO人开讲特别篇—让你赢在转折点CFO人开讲全面升级，本期我们有请到了CFO俱乐部李洪艳老师。她会从CFO人开讲的成果，到升级内容，参与说明和社会支持的多个角度，为大家诠释CFO人开讲的意义。更多内容您可以关注微信公众号:szcfoclub。让CEO爱上CFO
2016-11-2207 minCFO人开讲CFO开讲-浅谈中国企业香港上市大家晚上好！欢迎聆听“CFO人开讲”。我是李军旺，是CFO俱乐部F3班的学员，欢迎大家关注CFO俱乐部里优秀的财务人，听财务人的成长历程，在分享过程中，如果有符合你的需求（如进修CFO总监班、猎聘、融资、内训），请关注公众号szcfoclub
2016-11-0107 min