ProCFO Partners - Podcast Details

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Create The Next From ProCFO Partners Beyond Buzzwords: Turning AI Into ROI for CFOsAI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems.From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. He discusses how ProCFO Partners uses AI internally, the mindset shifts needed to lead with curiosity, and how to embed AI exploration in...

2025-07-1521 min

Create The Next From ProCFO Partners In Practice and In Command: Client Story with US Immigration Law CounselIn this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategically led business with stronger systems, better financial discipline, and a clearer leadership structure.Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s guidance, they implemented budgeting practices, built operational dashboards, and introduced KPI tracking that aligned every leader to shared go...

2025-07-0830 min

Create The Next From ProCFO Partners Clear Line of Sight: Forward-Looking Finance at ParagonWhen revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was driving margins—or where money was going—the company risked scaling into chaos.In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realized he was running the business by looking six months into the past. Together, they share how daily fo...

2025-05-2028 min

Create The Next From ProCFO Partners Open Book Management: Financial Transparency that TransformsWhat would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That’s the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation.In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, they share real-world examples of frontline employees solving problems, improving profitability, and sparking innovation - all because they were invited to un...

2025-04-0827 min

Create The Next From ProCFO Partners How to Scale Your Company to $10M and BeyondGetting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working.In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder’s mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau.We explore the stages of business growth, why letting go of control is essential, and how poor financial alignment can turn sales su...

2025-03-2525 min

Create The Next From ProCFO Partners The Friction and Fundamentals of FranchisingFranchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn’t as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson.In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the real role of a franchisor, we explore the key factors that determine success. With expertise as a...

2025-03-1124 min

Create The Next From ProCFO Partners Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking AheadA family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but someone who could understand their business at its core.In this episode, we share...

2025-03-0432 min

Create The Next From ProCFO Partners The Friction of Fractional: Business Beyond the Delivery Method“Fractional is just a means of delivery. Leadership is what matters.” That’s how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth.In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transactional consultants, and how the right approach can fuel lasting success. Nelson shares stories of compan...

2025-02-1816 min

Create The Next From ProCFO Partners Introducing Interim CFO Services – A Smarter Solution for Critical TransitionsWhat happens next when a key financial leader leaves unexpectedly, a high-stakes transition is underway, or a business is growing too fast for its current financial structure? The need for strong leadership doesn’t stop just because a CFO departs or because your business is in flux. That’s why ProCFO Partners is excited to launch a new Interim CFO Service—providing expert financial leadership exactly when and where it’s needed most.In this episode, CEO Nelson Tepfer introduces this exciting expansion of ProCFO Partners’ services, explaining why businesses in transition—planned or unexpected—need more than...

2025-02-1113 min

Create The Next From ProCFO Partners Run Your Business Like You’ll Sell It: Why Succession Planning Starts NowAre you prepared for what's next, or are you leaving it to chance? Every business owner exits their business eventually—on their own terms or someone else's. But how do you plan for an exit that aligns with your goals, whether it's retiring, transitioning leadership to family, or selling for maximum value?In this episode, Nelson Tepfer, CEO of ProCFO Partners, guides us through some essential strategies every business owner needs to consider when thinking about exit and succession planning. From the growing interest in legacy and monetization among aging business owners to the importance of proactive fi...

2025-01-2819 min

Create The Next From ProCFO Partners Turning Data into Decisions: ProCFO Reports and the Path to Your PotentialImagine hiking through the mountains and the map you have shows only key landmarks dotted across the route. No paths or trails are indicated; you just have a vague idea to head in that general direction to reach that particular destination. To many of us, that's how financial reports feel. There's a lot of valuable information in there somewhere, but no clear path to turn those numbers into insight. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, introduces ProCFO Reports, a transformative tool to bring clarity and confidence to make smarter decisions faster.

2025-01-2120 min

Create The Next From ProCFO Partners Choosing and Implementing the Right ERP System for Your BusinessAre you getting the most out of your ERP system, or is it holding you back? An ERP is meant to streamline operations and make life easier. In reality, the ERP is often frustrating—underutilized, poorly adopted, or misaligned with the company’s needs. ProCFO Larry Bomback joins us in this episode to break down why systems can underperform and how to avoid common frustrations, exploring the complexities of selecting, implementing, or improving an ERP system.Larry shares practical strategies for evaluating your current system, identifying pain points, and understanding what your business really needs from its ERP...

2024-12-1722 min

Create The Next From ProCFO Partners Where to Focus Now and Next Going Into 2025With 2025 around the corner, most of us are trying to plan for what's next without losing focus on what's now. In this episode, Nelson Tepfer, CEO of ProCFO Partners, breaks down concerns and actions we're seeing more of as the year winds down and shares insights on what's worth focusing on to strengthen your financial position and prepare for the year ahead.We discuss why cash flow is always a priority—to keep things running and give you the flexibility to grow. Nelson explains why revisiting your revenue model is key to ensuring your strategy matches what's wo...

2024-12-1023 min

Create The Next From ProCFO Partners The Ripple Effect: How ProCFO Partners and MENTEE Are Supporting Connection and EducationNonprofits face big challenges in figuring out growth while focusing on impact and meeting the demands of their mission. While all organizations face obstacles, nonprofits often struggle to build the infrastructure and partnerships that make their unique work possible. In this episode, we hear from Letitia Zwickert, CEO and Founder of MENTEE, and Haleh Fardi, Chief Visionary Officer at ProCFO Partners, about how their partnership is helping change that. MENTEE is doing incredible work around the world, from mentorship and education to mental health support, and their new School of Hope is creating life-changing opportunities for kids in crisis...

2024-12-0322 min

Create The Next From ProCFO Partners From Survivalist to Strategist: The Business Owner's TransformationFinancial management can feel like an overwhelming challenge for many small business owners, with constant pressure to make payroll, manage cash flow, and keep the business afloat. Jason Kitchell, President of Universal Medical Resources, knows this struggle well. In this episode, we're excited to share the Client Story of Univeral Medical Resources as Jason and ProCFO Joe Shake discuss their relationship and the transformation of both the company and its leadership. Jason shares his experience of “not knowing what he didn’t know” about his company’s financial health and how ProCFO Partners has helped him move from survival mode to...

2024-11-0530 min

Create The Next From ProCFO Partners The Thought Collective: How Collaboration Helps You Create The NextTraditionally, CFOs often operate in silos, offering one-dimensional financial oversight that limits innovation and adaptability. This narrow approach can cause businesses like yours to miss out on critical insights, preventing them from seeing the full picture of their financial health and strategic potential. Without collaboration, key opportunities are overlooked, and decision-making becomes reactive instead of proactive. ProCFO Partners does something unique to solve this, offering a collaborative approach that brings diverse perspectives together to solve financial challenges from every angle. In this episode, CVO Haleh Fardi introduces us to the thought collective at ProCFO Partners, explaining how this model...

2024-10-2421 min

Create The Next From ProCFO Partners The Right Questions. The Right Answers. The Right Partner. Geneva Holdings Group Client StoryTom Stevenson, CEO of Geneva Holdings, often says, “How can you answer the question if you don’t know what to ask?” Knowing the right questions guides strategic growth and ensures you address the root of challenges, not just symptoms. Without asking the right questions you can misdiagnose problems, target the wrong market, or overlook key opportunities. For Geneva Holdings, this meant moving beyond surface-level fixes to find solutions that drove real change. The value of a partner who understands which questions to ask can be the difference between temporary adjustments and lasting transformation—allowing you to adapt, optimize, and make...

2024-10-1019 min

Create The Next From ProCFO Partners The Hidden Drift: Does Your Business Model Match Your Reality?Is your business model still aligned with your operations, or are you running on outdated assumptions? How do you even know? Many companies unknowingly drift away from their original vision, creating inefficiencies, frustrated teams, and missed opportunities. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, explores the hidden challenges of misalignment and shares why regularly reviewing your business model is not optional - it's crucial. Haleh introduces us to tools like the Revenue Flywheel that can help realign your strategy and drive sustainable growth, and we explore real-world examples of businesses that regained focus and profitability...

2024-09-3025 min

Create The Next From ProCFO Partners From Instinct to Insight: RU Living’s Climb to Clarity with ProCFO PartnersRunning a business on gut instinct only gets you so far. Join us for a Client Story in this episode and follow how ProCFO Partners helped RU Living, a student housing provider, move from intuition to data-driven decisions. Founder and President Mike Sisler shares how ProCFO Josefina Garcia transformed their operations, including handling complex software migrations and turning vague financials into clear, actionable insights. In the boardroom, data replaced stories, driving more strategic conversations and decisions. Plus, see how Josefina brought relief and focus, helping RU Living grow more profitably and confidently. Featuring Mike Sisler and Josefina Garcia.

2024-09-2329 min

Create The Next From ProCFO Partners The Blueprint for Success: Best Practices for Construction AccountingMismanaging construction accounting can lead to costly overruns and unexpected financial issues. In this episode, we discuss how construction companies can avoid these pitfalls by understanding the nuances of construction accounting compared to traditional methods. With insights from ProCFO Pat Balestrieri, we explore the importance of revenue recognition, cost management, and detailed job costing to maintain control over projects. We also discuss how frequent project evaluations and breaking down costs into specific categories can help your company stay on track. Plus, we explore how a fractional CFO can offer valuable guidance, ensuring your financial strategies align with long-term business...

2024-09-0317 min

Create The Next From ProCFO Partners Marketing, Meaning, Money & Momentum: Client Story with Mike Batiste at Five EightyIn this episode, we meet Mike Batiste, Managing Partner at Five Eighty, a Commerce Marketing Agency that stands at the intersection of digital and physical retail experiences, customer impact, right-now responsiveness and forward-looking vision. Mike shares how the collaboration of Five Eighty with ProCFO Partners, under the guidance of ProCFO Tom McNiff, has improved their operations and project management. We talk about how together Five Eighty accomplished years worth of financial foundational work in just months, the value of accurate forecasting in such a dynamic marketplace as marketing and retail, and how ProCFO Partners has helped Mike and his t...

2024-04-0918 min

Create The Next From ProCFO Partners Beyond the Bank: Alternative Funding & Strategic FinancingNavigating business financing sometimes introduces us to lesser-known paths, highlighting the limitations of conventional banking and the need for more creative solutions. In this episode, we explore securing appropriate funding for your business, including financial options beyond local banks or other "typical" lending options. Nelson Tepfer, CEO and Co-Founder at ProCFO Partners, and Ami Kassar, CEO and Founder at MultiFunding, join us to discuss the internal and external hurdles businesses encounter when seeking funds, from the critical necessity of precise reporting to the frequently overlooked alternative financing solutions that could be pivotal in promoting growth and opportunity. We discuss m...

2024-03-2620 min

Create The Next From ProCFO Partners Building with ROCKS: EOS Goal Setting & SuccessFor company's that know (and at ProCFO Partners, we know!), The Entrepreneurial Operating System, or EOS, has transformative power propel your businesses forward. One way is through its goal-setting framework, ROCKS. In today's episode we're exploring what ROCKS are and how EOS can streamline your strategic goal-setting, boost team alignment, enhance accountability, and drive accelerated growth. Join us for a conversation about the practical support and resources available to seamlessly adopt EOS, how to avoid getting tripped up, and how the right kinds of goal-setting mixed with accountability can dramatically impact your business strategy. Even if you're not an...

2024-03-1220 min

Create The Next From ProCFO Partners The CFO's Guide to Building Better Business in PhiladelphiaPhiladelphia's unique blend of historical roots and innovative growth offers a dynamic backdrop, atmostphere and sometimes challenge for building business. In this episode, we're joined by Ryan Walter, Managing Director at ProCFO Partners and a long-time player in Philadelphia's business landscape. We discuss how the city's diverse economy, from manufacturing to biotech, is shaping the future of business in the region - and how the Philly "region" is probably a lot larger than people sometimes think. Ryan shares insights on the importance of relationships, the evolution of industries, and why a strategic CFO is key to navigating Philadelphia's unique...

2024-02-2718 min

Create The Next From ProCFO Partners Closing the Circuit: Client Story with AmtechIn this Client Story we're exploring the remarkable journey of a generational, family-owned electronics manufacturing business that's navigated challenges and innovated to establish a high-mix, medium-volume production model, setting a new standard in the electronics manufacturing sector. Amtech CEO Jay Patel joins us to talk about what it's like to run a family business, the interesting dynamics in business and life that shape the company's leadership and direction, and how Randy Talcott, Amtech's fractional CFO from ProCFO Partners, has helped Jay and his team run at its full potential (and even sleep a little better at night). Featuring Jay...

2024-02-2016 min

Create The Next From ProCFO Partners Atlanta’s Economic Potential: The CFO’s Guide to The Southeast’s Business LandscapeWith its geographical positioning between New York and Miami, a diverse educational ecosystem anchored by institutions like Georgia Tech and Emory, increases in startup funding, friendly taxes and affordable living, Atlanta is a hub for innovation and entrepreneurship in everything from manufacturing to entertainment. Today we’re talking with long-time Atlanta CFO and ProCFO Partners Managing Director Don Gage about how Atlanta strikes the perfect balance of tradition and innovation, creating the right environment and opportunities for business success. We talk about the unique characteristics that make Atlanta ideal for business, what challenges leaders should watch out for, why the...

2024-02-0527 min

Create The Next From ProCFO Partners The Educator, The Founder, and The CFO: The Story of Hamilton Park Montessori School With Samantha TriceToday we meet Samantha Trice, founder of Hamilton Park Montessori School. Hamilton Park Montessori has transformed from a modest beginning to now serving over 300 students. Samantha Trice joins us to share the vision behind the school's creation, driven by a dedicated educator who sought to establish an institution rooted in community, and how that commitment - and its business model - has evolved over time. Helping to drive this growth has been Hamilton Park Montessori School's relationship with ProCFO Partners as it continues to cement its reputation for thoughtful, caring education to increasingly diverse students and families. Featuring Samantha...

2024-01-3015 min

Create The Next From ProCFO Partners We're Introducing a ProCFO Partners Services Grant To A Manufacturing Company in Chicago!ProCFO Partners believes that every company deserves the expertise of a seasoned CFO. In fact, our expert CFOs become integral members of your leadership team, bringing years of experience, the experiences of having worked in multiple industries, and often having held multiple executive seats. So when we say every company deserves an expert CFO, that has to mean more than, as long as they can afford it. We're thrilled to share our new grant program, where we'll work with companies to deliver ProCFO Partners services through a special $50,000 opportunity. For this opportunity we're selecting a company in the manufacturing...

2024-01-1616 min

Create The Next From ProCFO Partners Increasing Company Value with Martin Cunningham and Mark KestiThis episode is the recording of a webcast where Martin Cunningham of ProCFO Partners and Mark Kesti of Innovo Sales explore the nuances of company value, from balancing customer service and profitability to ways that high-maintenance clients can impact a company's bottom line (and what to do about it). Join us as we explore the vital role of interdepartmental communication in recognizing and addressing client relationships, share strategic insights on aligning short-term client acquisitions with long-term company value, emphasize sales strategies as a function of overall goals, and much more. This discussion is essential for business leaders and managers...

2023-11-0630 min

Create The Next From ProCFO Partners Upskilling, Talent Acquisition, and Strategic Partnerships: How HR and the CFO Can Futureproof Your BusinessIn this episode, Marcia Zaruba O’Connor, CEO and Founder of The O’Connor Group and Nelson Tepfer, CEO of ProCFO Partners, join us to explore the pivotal interplay between Human Resources and the CFO's role in modern business dynamics. Our conversation is wide-reaching and impactful as we explore how company culture isn't merely aspirational—it's intrinsically tied to operational success and efficacy. We discuss the challenges and opportunities hybrid and remote work models present, the significance of deeply understanding client needs, and cover how a diversified team skillset can be a strategic advantage. This episode is like being in the ro...

2023-10-2423 min

Create The Next From ProCFO Partners From Chaos to Clarity: How the Right Fractional CFO or Part-Time CFO Can Transform Your BusinessSo your board (or team or voice in your head) says, You need a fractional CFO. Or wait, maybe they say, You need a part-time CFO. A full-time hire? Maybe a consultant? All you (or they) are really sure of is: You need help. In today's conversation, Haleh Fardi joins us and challenges conventional notions of financial management, introducing a fresh perspective on the role of a fractional CFO or part-time CFO. We explore how the strategic CFO can recalibrate financial strategy in your organization, discuss the difference between a consultant and a fractional CFO, and discuss how having...

2023-07-3121 min

Create The Next From ProCFO Partners Make The Decision: Clarity, Consensus and ConfidenceEvery business leader is faced with difficult decisions. Not every business leader is decisive. And many of us aren't focusing on the decisions we actually need to make. In this episode, we're discussing how to effectively tackle complex decisions, from understanding the consequences of your choices to prioritizing decisions and seeking out counsel from others. ProCFO Partners CEO Nelson Tepfer explores taking a more systematic approach to decision-making, increasing your confidence in the process to make the right choice. Plus, we talk about the importance of timely decisions to maximize opportunities. Featuring Nelson TepferCreate The Next is...

2023-07-0520 min

Create The Next From ProCFO Partners Designing the Dining Experience With Fox Lifestyle Hospitality GroupExperience something extraordinary. Discover the creative cultivation of culture, cuisine and imaginative design of Fox Lifestyle Hospitality Group, crafters and curators of five restaurants in Manhattan. Today Mark Fox joins us to discuss his experience-first philosophy for customers and employees. Mark discusses the vision of Fox Lifestyle Hospitality Group, and how Melanie Shaw, their ProCFO from ProCFO Partners, has been an essential ingredient to their strategic development. Join us as we explore this innovative hospitality group and explore the financial accomplishments that have made it possible. See how big dreams can become reality, and savor the unique flavor of...

2023-05-0819 min

Create The Next From ProCFO Partners Becoming a ProCFO: Navigating Environments & Discovering OpportunitiesMike Durney has sat in seemingly every chair in the C-Suite, and it's that breadth and depth of experience that he brings to work with him at ProCFO Partners. Today we're talking with Mike about his road to being a ProCFO, from leading in different industries, honing skills in unique environments, and even the value of taking a break (taking a break the way only a CFO can) in contracting and pro bono work. See how Mike's been Creating his Next with ProCFO Partners and its capable team. Featuring Mike DurneyCreate The Next is delivered...

2023-03-0716 min

Create The Next From ProCFO Partners Becoming a ProCFO: Sounds Like SuccessIn this episode, ProCFO Tom McNiff shares his origin story, and how navigating the complexities of the music industry prepared him for the people and problems he works with each day with ProCFO Partners. Being a CFO in the music industry is a complex and challenging journey, as everything from the distribution model to the revenue model of the industry is dynamic. Not to mention, the day to day craziness of working in a record label can be difficult. Today with ProCFO Partners, Tom talks about the benefits of the diverse and experienced team - the perfect sounding board...

2023-02-2017 min

Create The Next From ProCFO Partners Business in South Florida: Position, Perspective and ProCFO PartnersToday we're exploring the business advantage of South Florida. We're developing insight into how to leverage the multilingual business (and weather) climate, tap into the untapped potential of the area, and how South Florida's unique business and geographical position can create positive impact. With access to low taxes, no state income tax, and the unique advantages of the multicultural environment, all it takes is the right strategic team to help your business succeed.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s...

2023-01-2618 min

Create The Next From ProCFO Partners Reflect, Readjust, Reimagine: Looking at Last Year to Create Your Next YearNelson Tepfer, CEO at ProCFO Partners, joins us to talk about the importance of reflecting on performance in the last year. What met expectations? What didn't, and why? What could you have managed or controlled, and what surprises surfaced? By scrutinizing where you've been you can better plan ahead, prioritize proactive ways to avoid pitfalls, create strategies and achieve goals.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are ex...

2022-12-2617 min

Create The Next From ProCFO Partners Peer Groups, Mentors & Coaches: How Stronger Connections Create Better LeadersMentorship, coaching, and peer groups are crucial resources for professional growth and development. These support systems provide valuable guidance, support, and accountability that can help people navigate the challenges of leadership and succeed in their careers. Today Haleh Fardi, Chief Visionary Officer at ProCFO Partners, joins us to talk about the impact mentors and peer groups have had on her, her career and even her personal growth. She shares insights on what to look for in a peer group, how to develop a mentoring or coaching program internally, and how success and support go hand-in-hand.Create...

2022-12-1219 min

Create The Next From ProCFO Partners Starting Strong in 2023: What to do Now and NextAs this episode reaches you, it's early November 2022. That means there are only weeks to wind down this year strong and be ready to kickstart 2023 in the most powerful ways possible. Today Nelson Tepfer, ProCFO Partners CEO, talks us through the importance of the right goals and strategies for your organization, measured against the best targets. Many companies set goals that aren't inherently focused or clear or are energizing to the people responsible for executing them. Learn what you could do better, what you could avoid, and how to approach the coming year prepared and with clarity. Featuring: Nelson Tepfer

2022-11-0719 min

Create The Next From ProCFO Partners SaaS Companies and the Critical KPI'sSoftware as a Service (SaaS) companies have to keep an eye on the usual business and financial metrics, but there are some Key Performance Indicators (KPI's) that are uniquely essential. For a long time venture capitalists encouraged a mindset of growth at any cost, but increasingly the bottom line and long-term sustainability are levers for important decisions. The health of the company, its strategic position and profitability potential, and its ability to attract investors rely on knowing some magical acronyms: CaC, LTV, and Revenue Churn from ARR or MRR.If you're keeping score - and you should...

2022-09-1216 min

Create The Next From ProCFO Partners Start Keeping Score: How To Drive Higher Performance With ScorecardsIf the only numbers you or leaders in your organization ever see are long spreadsheets requiring a two-hour meeting held once each quarter...you're doing it wrong. In today's episode, ProCFO Partners CEO Nelson Tepfer guides us through the value of scorecards - simple, specific reports that tell managers and leaders if they're on track. Getting it right doesn't have to be complicated. Join us as we work through the dos and do-nots of crafting custom scorecards for your organization's goals and strategies.Create The Next is delivered to you from ProCFO Partners. Every week, we...

2022-06-2416 min

Create The Next From ProCFO Partners Financial Realities & Risks in HealthcareThe healthcare industry has experienced business and financial dynamics in the last few years that have challenged not just the industry but all of us as patients, customers, or receivers of care. In today’s podcast with ProCFO Partners CFO Sam Heller we are exploring some of these new dynamics, including staffing, inflationary costs, revenues, and more. Sound familiar? In many ways, the healthcare industry parallels what many industries are facing. But a layer of complexities like insurance, technology, information, and specialized leadership make the future of healthcare uniquely challenging and exciting. Learn what makes the CFO a crucial st...

2022-06-1318 min

Create The Next From ProCFO Partners You Need To Raise Your Prices Right NowProCFO Partners Chief Visionary Officer and Co-Founder Haleh Fardi isn’t mincing any words in this week’s episode. Inflation coming so quickly off the heels of the pandemic is creating cash flow and revenue issues for many organizations. Today Haleh shares how once-in-awhile price increases, especially knee-jerk reactions to outside dynamics - aren’t the path to sustainable growth - or even survival. Learn the value of implementing regular, predictable, reasonable price increases that your customers can understand and manage, and how chronic under-pricing can be remedied. The first step? Raise your prices today.Create The Ne...

2022-05-3119 min

Create The Next From ProCFO Partners It's Still Rock n' Roll To MeAt ProCFO Partners we talk a lot about the value of our network of CFOs, each with diverse business backgrounds and experiences, and how that collective expertise is powerful for the modern growing business. In today's episode CFO Tom McNiff is sharing some stories and experiences as a financial leader for a successful record company that was home to some of the biggest stars of the early 2000's. Tom shares some of the nuances that make financial management in the music industry unique and complex, and explores how his time working with creative people helps him better equip business...

2022-02-2817 min

Create The Next From ProCFO Partners Begin Again: Recalibrate, Rethink, and Recharge Your BusinessIt's the time of year again when people are reviewing their goals for the year. But it's also important to take this opportunity to look back and reflect on what 2021 brought, so that we can understand what worked and what needs to be changed. In today’s episode Managing Partner and Co-Founder Haleh Fardi discusses the importance of Beginning Again. Recalibrate and rethink, rather than reinvent. Businesses need to have a more thoughtful conversation with their employees about what they want to achieve this year and how they hope it will go. This new mindset will help them avoid ma...

2022-01-1721 min

Create The Next From ProCFO Partners Designing for Success: Dash Design and ProCFO PartnersIn today's client story we hear from David Ashen, Founder of Dash Design. In business since 2004, Dash Design is a New York City based interior design and branding agency specializing in hotel, restaurant and retail as well as healthcare strategy and design. Ashen has seen the company through trends, growth, maturation and now into emerging markets and opportunities. Learn how ProCFO Partners and ProCFO Kathleen Reynolds has helped David remain visionary while helping to develop a more structured, productive financial function. Especially through the pandemic, learn how while some of Ashen's contemporaries ultimately are experiencing bankruptcy, Dash Design is...

2021-11-1616 min

Create The Next From ProCFO Partners Signs of Growth: Bandwidth and Business with Starlite Media and ProCFO PartnersIn the midst of securing several rounds of funding and managing the financial and banking relationship and responsibilities that go with it, Starlite Media CEO Harold Lueken turned to ProCFO Partners to help lead the way. Learn how this premium marketing advertising network with large format displays has found powerful ways to "increase bandwidth", freeing up valuable staff and leadership with confidence that Jeff Franklin from ProCFO Partners can help them navigate they way forward.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and...

2021-11-0913 min

Create The Next From ProCFO Partners Saving Money Without Spending Money: Profitability With Your CFOWhen you hire salespeople, their job is to increase sales and bring in revenue. Your CFO is meanwhile thought to protect the firm's assets, managing financial functions and reporting. No question this is important - but how does it impact the bottom line?In today's episode we're talking about some "tips and tricks" - tactics and practices that your CFO can use to recalibrate how your company manages benefits, utilities and more to increase profitability. Brian Fern explores unique ways to disrupt the status quo without disrupting the way you do business.Create The...

2021-10-2617 min

Create The Next From ProCFO Partners Private Equity in Small and Mid-Markets: Perfecting the Post-ClosePrivate Equity companies in small and mid-markets face unique challenges from their larger counterparts largely because of resourcing. Rather than robust financial departments, it could be just a handful of people fulfilling financial functions. Post-close, this small team can be exhausted and stretched to its limits. In today's episode Brian Raphael, Managing Director at ProCFO Partners, explores why smaller PE companies can sometimes struggle and what kind of support they need for a smooth transition. Brian shares practical, tactical advice on how to approach post-close financial functions to avoid inefficiencies, frustration, risk and operational headaches. When a f...

2021-10-1914 min

Create The Next From ProCFO Partners Business in Long Island: The Small Town of 3 Million PeopleLong Island sits in the shadow of Manhattan yet enjoys its own culture and personality in business. This juxtaposition means it's influenced by the business of New York City while maintaining an identity all its own. In today's episode Gerry Quinn, a lifelong resident of Eastern Long Island, shares what makes business here unique, interesting, sometimes challenging and always rewarding. From old-school industries like manufacturing and aviation to emerging opportunities in innovations like tech and healthcare, learn how an "insider" sees business in Long Island. Create The Next is delivered to you from ProCFO Partners. Every w...

2021-10-0513 min

Create The Next From ProCFO Partners Collaborative & Connected: The Future of Business is PersonalHaleh Fardi, Co-founder and Managing Partner of ProCFO Partners, generously shares her expert perspective on how shifting ideas and ideals are impacting your ability to plan for next year and beyond. From pandemic realities to acknowledging the "Great Resignation", new energy on diversity in the workplace, and employees embracing a more personal, relationship-driven work experience - Haleh shares how the modern leader and business must adapt not only to keep up, but to lead.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth...

2021-09-2123 min

Create The Next From ProCFO Partners Messaging and Meaning: Improving Digital Communications and the Customer ExperienceIf your business isn't doing email or SMS marketing, you're missing out on making relevant connections to your customers. If you are doing email marketing...are you doing it well? Today's conversation with Allan Levy, CEO of Alchemy Worx, is a fascinating dive into the customer experience of modern communications, and how changing patterns, habits, technologies and trends continually shape expectations. Listen in as Allen shares how ProCFO Partners has helped them reach "another level" in its ability to plan and develop processes for profitability and growth.Create The Next is delivered to you from ProCFO...

2021-09-1421 min

Create The Next From ProCFO Partners Room for Growth: The Renovation of Unisan Group With ProCFO PartnersTom White, Partner at Unisan Group, joins us today to explore how the needs and priorities of renovating businesses and work spaces has evolved, especially since 2019, and how companies like Unisan Group are leading. Among the shifts is a focus on wellness and not just comfort at work, and instilling confidence for safety. ProCFO Partners has helped solidify some strategic changes, and Tom shares how the deep integration of a financial pro from ProCFO Partners has created powerful and productive new mindsets and opportunities.Create The Next is delivered to you from ProCFO Partners. Every week...

2021-09-0716 min

Create The Next From ProCFO Partners Under The Surface: Looking Deeper When Buying or Selling Your BusinessA lot of has happened in the world of transactions in the last 24 months, notably because there's a lot of money flowing in business right now. Is your company ready to sell or acquire? In today's episode Dan Bartley talks about some crucial aspects to explore when considering buying and what a business should straighten out before preparing to sell. Dan shares the critical and relatively easy financial function you have to have right as a seller because the buyer might hope you have it wrong. Spoiler alert: it's reporting!Create The Next is...

2021-09-0117 min

Create The Next From ProCFO Partners Leadership, Learning and Legacies: The Modernized Multi-Generational BusinessIn this client story we talk with Baker Kearney, owner of GES-AGM, providers of of carbon and graphite products. Baker shares candidly about what his involvement with a company his grandfather started more than 50 years ago, how the company has innovated and grown, and some of the unique challenges GES-AGM manages and how he as a leader fits in. It's a fascinating conversation for any owner, CEO or leader of an international or family business, especially when Baker shares his initial skepticism about working with an outside firm like ProCFO Partners, and how that skepticism has turned into delight...

2021-08-2521 min

Create The Next From ProCFO Partners Empowered by the ERP: Working Smarter in Your BusinessThe ERP, or Enterprise Resource Planning platform, helps power the logistics, data, and even productivity in your business. Do you have one? Do you need one? Some smaller businesses have devised their own "ERP" without even realizing it through systems like Google Docs or Quicktime, while others are fully engaged with robust platforms like SAP or Oracle. In today's episode Tom McNiff explores the value of the ERP, how small and mid-market companies should consider the ERP for their business, and the value of considering your ERP like a business asset.Create The Next is delivered...

2021-08-1016 min

Create The Next From ProCFO Partners Business in Philadelphia: Tradition Meets Tomorrow40% of the US Population is within an eight hour drive of Philadelphia. As one of America's oldest cities, Philadelphia has rich, storied tradition and a business culture that follows, with high premiums on relationships and authenticity. Juxtaposed to this is an invigorating, innovative business set where small businesses and incubators are driving tomorrow's advantages. 20 year Philadelphia resident and ProCFO Partners CFO Jeff Wheatley talks about what makes business in Philly unique, interesting and sometimes challenging - and what companies there need and should expect from their fractional or part-time CFOs.Create The Next is delivered to...

2021-08-0216 min

Create The Next From ProCFO Partners Blue Ocean and Blue Skies: Challenging Assumptions for Smooth Sailing and Soaring PotentialDespir Logistics Network has worked hard - and smart - to thrive with a blue ocean strategy, being largely uncontested in their market with a unique service offering of carrying ultra high value freight. In today's episode we meet DeSpir CEO and Managing Partner John Carr, who has incredible insights on the value of bootstrapping a business, what drives him as a leader and serial entrepreneur, and the transformation they've experienced with ProCFO Partners by challenging assumptions to seek the blue skies that exist outside the box.Create The Next is delivered to you from ProCFO...

2021-07-2914 min

Create The Next From ProCFO Partners Creating Your Advanced Warning System to Avoid Cash Flow CatastropheMaybe the only thing worse than cash flow issues are being surprised by cash flow issues. In today's episode Jeffrey Wollman shares his Advanced Warning System - specific actions, benchmarks and processes for you to put in place right now that'll help you avoid the pain of cash flow problems. This powerful expert insight is required knowledge for every business leader - plus, learn how your CFO should be leading the way in helping you build your warning system.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas...

2021-07-2116 min

Create The Next From ProCFO Partners The Architects and The Answer: How ProCFO Partners Helps The Alford Group Develop a Visionary BlueprintThe Alford Group in Chicago helps non-profit and non-for-profit organizations advance their goals, advance their missions and deepen their impact in communities. CEO Brenda Asare describes the consultancy as "architects", helping small and large organizations figure out how to advance their dreams and agendas. In today's episode, explore the unique dynamics Asare and her team are facing and how those challenges and opportunities are driving the vision for The Alford Group. Learn how with ProCFO Partners has been a much richer experience than expected as they've come to understand the story their numbers are telling and what that story...

2021-07-1323 min

Create The Next From ProCFO Partners Found in Translation: How ProCFO Partners is Helping a 118 Year Old Family Business Create The NextCraig Buckstein is the CEO of Geneva Worldwide, a language service provider delivering interpretation, translation, transcription, and over 200 different languages for their clients and partners worldwide. In today's Client Story, Craig shares how he went from internship to leadership in his family business, what challenges and opportunities have emerged, and how technology (and the pandemic) have shaped his company. Listen in on his advice to those considering a part-time CFO and the results and impact he's experienced with ProCFO Partners.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and i...

2021-07-0618 min

Create The Next From ProCFO Partners Foundation and Support: Construction Industry Best Practices For Financial StrengthThe construction companies that are the most profitable right now are succeeding because they have made it a point to push financial understanding down to the field level. In this episode Tom Sherman shares his four best practices for construction companies, leaders and executives - and first among his tips is training the team to be financially in tune with how the the company operates. You don't want to miss this expert perspective on how construction companies can build better.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and...

2021-06-3021 min

Create The Next From ProCFO Partners The Big Picture: Best Practices for Managing Growth in ManufacturingThis week Gerry Quinn shares his insights on how small and mid-market manufacturing companies can develop better strategies for intentional growth, including - what do you do when everybody's doing their job but the job's still not getting done? Gerry's advice: Start with the right people, develop the best processes, and empower the necessary technology to support them. This means complementing the visionary with talent who can help see past the puzzle pieces and what the full picture can look like; processes that help everybody in an organization operate at the same speed and direction; and technology that's focused...

2021-06-2113 min

Create The Next From ProCFO Partners The Detective and The Driver: The Illuminating Journey of Ultra Bright LightzWhen Justin Tomney, President and CEO of Ultra Bright Lightz, founded the company he was doing it all, including assembling products, handling inventory and managing distribution. Today the retailer of lighting supplies for emergency vehicles boasts over a dozen employees and is a global operation. In the 15 years since he's started, Tomney has learned to apply his determination and ingenuity into his leadership style, including why he decided a part-time CFO was the right move to help Ultra Bright Lightz grow and succeed.Create The Next is delivered to you from ProCFO Partners. Every week, we...

2021-06-0815 min

Create The Next From ProCFO Partners Understanding Change vs Transition: The Most Important Business ChallengeChange in business is inevitable. If we're fortunate we get to assume some control in change. Other times we can feel like we're just at the mercy of change. In today's episode Tom Kenter from ProCFO Partners lays out thoughtful, calculated strategies for managing change and transition - starting with how the two concepts are different. In addition to conceptual ideas about change, today we talk about practical and tactical ways to think about change and transition - how they're different, why they're different, and what's required to get an organization and its people changing together, for the better.

2021-06-0215 min

Create The Next From ProCFO Partners The Scientist and The Sage: How ProCFO Partners Has Changed Business for Victus ArsMichelle Frame is the Founder and CEO of Victus Ars, who "helps companies make better snacks." It might sound like the sweetest job in the world, but the challenges Frame and her team of candy scientists face involve sophisticated lab equipment and processes, considerable research & development to benefit their clients, and perfecting a client-first approach. One way they manage all that and more and has been with the strategic eye of Haleh Fardi, Co-Founder and Managing Partner at ProCFO Partners, to help align the company vision in context with their financial functions, nurturing key relationships and helping manage cash...

2021-05-2529 min

Create The Next From ProCFO Partners Creating AIR for Building Your NetworkThe value of your business network is not, in fact, the sum of your LinkedIn followers. With so many ways to connect today, it can be easy to confuse those often anonymous connections with meaningful business relationships. Join us as Marty Latman from ProCFO Partners shares the keys to building relationships, including the AIR framework and how the most valuable relationships start with giving. Learn the key business relationships you should form in your network and how to avoid some common mistakes.Create The Next is delivered to you from ProCFO Partners. Every...

2021-05-1818 min

Create The Next From ProCFO Partners Why You Need a CFO's Perspective...But Not A Full-Time CFOEvery business, no matter how big or small, needs expert financial perspective. Whether it's someone you call a CFO who's giving you that perspective or just a financially minded advisor or partner, this skillset helps align the goals of the company with the financial operations and structure necessary for financial management and growth. Yet: most organizations simply do not need a full-time CFO. What they actually need are the frameworks, structures, processes and systems built out correctly to support financial growth. In today's episode we explore the professional skills and capabilities necessary for creating systematic, sustainable, and sc...

2021-05-1019 min

Create The Next From ProCFO Partners Budgeting and Planning the Right WayFor business leaders, creating a meaningful budget and plan requires collaboration. Different perspectives from different stakeholders have to be considered to align on expectations, get buy-in and create ownership and accountability. In today's episode Brian Fern takes an honest look at what leaders can do better to develop plans that work. Learn some best practices for budgeting and planning, how to avoid common mistakes, and the unique skillsets required to see what's possible.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to...

2021-05-0415 min

Create The Next From ProCFO Partners Scenario Planning vs Contingency Planning for Not For Profit OrganizationsScenario planning for Not For Profits involves looking at financial likelihoods or possibilities and planning around them. "If this happens, and this, then that becomes possible." Contingency planning, on the other hand, involves being prepared for the unexpected or unlikely. Today Raji Kalra shares her expert advice on how Not For Profits should strategically position each approach and how leaders can be better prepared. We also explore longer lessons learned from contingency planning during the pandemic, including what things might not return to the "old normal." Create The Next is delivered to you from ProCFO Partners. E...

2021-04-1316 min

Create The Next From ProCFO Partners Business in Chicago: History, Innovation, and Role of the CFOChicago is a special city, steeped in history and tradition but on the cutting edge of technology and innovation. In today's episode of Create The Next ProCFO Partners' Managing Partner and Co-Founder Haleh Fardi talks about why she's chosen Chicago for its quality of living and its good business. Haleh talks about the diverse and unique challenges facing Chicago business leaders today, and why the right CFO, familiar with the unique business dynamics in Chicago, is crucial to sustainable success. Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and i...

2021-03-3118 min

Create The Next From ProCFO Partners All That Glitters... Being Smart With Acquisitions and MergersWhether you're considering the acquisition of a company for strategic advantage, are considering selling your company or looking to combine entities - all that glitters isn't always gold. Beyond the financial preparation and diligence are key questions you must explore, especially for mid-marketing companies - why does the opportunity make sense? Who will be most impacted? What new issues or problems could exist? How will morale be affected? Asking hard questions early on is crucial for success for both companies involved. Carlos Sava helps us explore the questions to ask, the pitfalls to avoid, and how to think from...

2021-03-1615 min

Create The Next From ProCFO Partners Don't Leave Money On The Table! How ERC, PPP & the CARES Act Can Help YouThe unique challenges companies have faced with the pandemic have been met with unique opportunities for assistance. Join Tom Sherman fro ProCFO Partners as we explore the latest round of assistance available, including how the Employee Retention Credit (ERC) has a simpler approach than past iterations, making it easier for companies to take advantage. Tom takes concepts that can sometimes seem overwhelming and makes sense of it all for us.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s bu...

2021-03-0816 min

Create The Next From ProCFO Partners What Got You Here Won't Get You There: Planning for Prosperous GrowthProfessional athletes talk about how games change as players move from amateur to college to professional levels. It's not just skills development that's needed, but an ability to manage advanced competition, faster or more aggressive situations, new challenges and changing dynamics. It's a good analogy for business leaders except for one important aspect: Growth in business can creep up on you. If you aren't prepared for it, you'll find yourself stuck in the processes that worked well when you were much smaller, had a smaller employee count, or were in a less competitive station. This week John Martin talks...

2021-02-1614 min

Create The Next From ProCFO Partners Driving With Data: Advice for Tech Startups and SAAS CompaniesSAAS (Software As A Service) and startups, especially in technology, have a lot of tea leaves to read. In order to attract investors and funding you need to have a strong handle not just on the quality of your product but on the quality of your market. Leading and lagging indicators show you the viability of your product, and forecasting shows you what the path ahead really looks like. Kathleen Reynolds of ProCFO Partners talks to us about the importance of letting data drive important business decisions that don't just apply to funding possibilities but even the value of...

2021-02-0121 min

Create The Next From ProCFO Partners Where To Go When The Bank Says NoBanks choose not to lend for a number of reasons, from uncertainty about your business or industry to discomfort about your solvency. Fortunately there are a number of ways to get funding for your business outside of conventional business relationships. In today's episode Jeff Franklin discusses why banks sometimes say no (and what you might be able to do about it), different types of outside funding available, and the importance of being a financially prepared organization that's ready to seek funding when the time is right.Create The Next is delivered to you from ProCFO Partners...

2021-01-1815 min

Create The Next From ProCFO Partners Turning the Gears on Better Financials for ManufacturingManufacturing involves a complex network of materials, labor, sales, distribution and more. Managing your financials for profitability requires a keen understanding of costs, inventory, overhead and more. In today's episode Tony Spina delivers a powerful masterclass in managing financials in manufacturing, including the dangers of overstating inventory, the importance of margins, and why you should shift focus from where you get your most revenue to where you're getting your most profit.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s...

2021-01-0417 min

Create The Next From ProCFO Partners Decoding The Profitability FormulaProfitability in your business doesn't just happen. It's not inevitable, and it shouldn't be a happy accident. In this episode Byron Kanaley talks us through some of the key performance indicators and essential reporting required to plan for and achieve profitability. Among the essentials: understanding the revenue side of profitability, the hidden costs you might be miscalculating without the right reporting, and the importance of a CFO that can communicate to non-financial people to help your business be more profitable.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and...

2020-12-2813 min

Create The Next From ProCFO Partners Connecting Touchpoints: Increasing Satisfaction, Efficiency, and Opportunity with Better Systems and ProcessesThe systems and processes that run your business can consist of spreadsheets to software, notepads to networks. As we start out, we might depend on manual processes, free or cheap services, or essential knowledge that's known only to a few. Problems come up when our systems don't keep pace with business growth, and we sacrifice innovation for manual labor. It's not just wanted time, resources, and ultimately money that is the consequence - customer experiences can suffer, opportunities for insight and growth can be overlooked, and leaders can be stuck in the weeds of running the business. In today's...

2020-12-2113 min

Create The Next From ProCFO Partners The Essentials to Growing the Top LineGrowing the top line of your business is a matter of succeeding with external strategies or internal strategies. Whether you decide to acquire a company or grow your customer base with aggressive sales strategies, whatever you're doing has to fit within the framework of what your company is already doing, what their mission is, and how it can succeed. In this week's episode Pat Cory Arcadipane talks us through the essentials of growing your top line, including the significant financial analysis required and how the CFO has to lead with a broad skillset and expertise.Create...

2020-12-1416 min

Create The Next From ProCFO Partners The CEO: Creating The Next in LeadershipIn some ways every CEO becomes a brand new CEO again and again as the companies they lead grow. The challenges, people, and business dynamics they must lead through are constantly growing and changing - but many CEO's don't keep pace with the change. In today's episode Michael Durney brings his expertise as a CFO and one who's been a CEO to insights today's CEO's must consider regarding delegation, management, perspective, and how the CFO can have a more significant role in strategic support.Create The Next is delivered to you from ProCFO Partners. Every week...

2020-12-0714 min

Create The Next From ProCFO Partners Investigate - Translate - Transform: The Role of Operational FinanceOperational Finance requires the unique skill of investigating how different functions inside a business are impacting other functions and overall company health. It's translating financial metrics into operational key performance indicators (KPI's), as well as transforming financial KPIs into operational process improvements. All of this allows the realization of either financial opportunities or the mitigation of financial risk through operational action. This unique skillset allows the CEO and other business leaders to stay focused on vision and growth, knowing the navigation of financial indicators is taken care of by the financial expert - the CFO. Join Jeff Wheatley of...

2020-11-3018 min

Create The Next From ProCFO Partners Mastering the 3 Year PlanYour annual plans - and your longer range, 3 year plan - should be considered a living, breathing entity. Adjustments, calibrations, and refinements should be ongoing. In this week's episode John Chaple of ProCFO Partners walks us through some specifics that leaders can pinpoint to make their 3-year plan the most productive. Starting with the "guardrails" of a pseudo-SWOT analysis and continuing with a top-down exploration of key parameters and performance indicators, John talks us through the value drivers - the 3 or 4 things that, if executed flawlessly and assessed regularly, can shape a three year plan that's goal-driven and achievement-based.

2020-11-2317 min

Create The Next From ProCFO Partners Annual Planning (That Actually Works): Working From Your GoalMost companies start annual planning destined for failure. First, they start with a numeric goal as a driver, rather than a measurable target. Secondly, they see the goal as a destination to reach, rather than working backwards from the goal to chart their course. Just like on a road trip, a company with a clear destination can map a journey full of interruptions, slow-downs, twists and turns but still reach the destination. Haleh Fardi talks us through specific things to do in setting your 1, 3, and 5 year annual goals, establishing a vision, and staying true to your journey.

2020-11-1618 min

Create The Next From ProCFO Partners Propel Instead of Pivot: Having The Audacity To Lead, Grow, and Build Your BusinessIn a year of such uncertainty as 2020, there's been a lot of talk of being resilient. Of hunkering down, getting through, withstanding the changes around every business. Many organizations have been thinking of what necessary pivot is required to survive, nevermind thriving. In this episode Haleh Fardi, Co-Founder and Managing Partner of ProCFO Partners encourages business leaders to take a different approach - to think audacity instead of resiliency. To think propulsion instead of pivoting. Listen in as she talks about why leaders need to recapture the vision they once had, and how "getting through" is no way to...

2020-11-0918 min

Create The Next From ProCFO Partners Owning the Impact: Forward Thinking Leadership from the CFOMany organizations are used to having a CFO report on financials and key performance indicators but not have a role in driving future thinking about company growth. Many CFOs are used to being the reporter-in-chief or the person who "makes sense of the books," undervaluing their potential to use their skills, vision, and unique situation in a company to create direction and drive. In today's episode Managing Partners and Co-Founder Nelson Tepfer discusses the importance to thinking differently about the role of the CFO and how it's essential for the CFO to be a strategic partner and complement to...

2020-11-0215 min

Create The Next From ProCFO Partners What's Your Business Worth? 3 Keys to ValuationDetermining value of a company is not the same as knowing the price for which it might sell. Where price can fluctuate for a number of reasons, figuring the value of a company breaks down into three inextricably woven components: your financials, your infrastructure, and your company's strategic value. Join Carlos Sava from ProCFO Partners as he dives into each of these three crucial components to help you understand what your business is worth, and how thinking every day about the valuation of your company can help you be more successful, even if you're not in the market to...

2020-10-2616 min