Podcasts about cfo

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    Latest podcast episodes about cfo

    Hardwired For Growth
    He Left a Cushy CFO Job to Fix a Broken System (with Clym.io Founder Michael Williams)

    Hardwired For Growth

    Play Episode Listen Later Nov 22, 2025 40:49 Transcription Available


    Most solo businesses are focused on getting clients—but ignore the compliance risks that can quietly wreck everything.Former tax attorney and CFO Michael Williams joins Brett to break down the ADA, privacy, and regulatory issues small businesses face—and how a $100K GDPR mistake pushed him to finally build Clym.io, an all-in-one website compliance platform.Michael also shares the remarkable story of raising a seven-figure VC round… then paying it back to regain control and stay true to his vision.In This Episode:• The hidden ADA & privacy risks solopreneurs overlook• Why most accessibility lawsuits hit small businesses• How AI-powered scans fuel compliance lawsuits• How Clym.io uses one snippet to manage 150+ regulations• Why Michael left a cushy CFO role at 38• The identity shift from employee → builder• What it's really like to take VC money—then give it back• Why taking action beats waiting for the “right” timeConnect with Michael & ClymWebsite: https://clym.ioMore From BrettEscapee Starter Kit, resources & links → https://linktr.ee/bretttrainor

    Dinner with Racers
    Ep.299 – Dinner(s) with Ben Keating: Don Whitaker and Stephen Livesay

    Dinner with Racers

    Play Episode Listen Later Nov 21, 2025 102:57


    Re-visiting our MotorTrend episode titled “Dinner(s) with Ben Keating,” the partnership of long-time friends Don Whitaker and Stephen Livesay are a big part of Ben's success. With Don, now CFO, knowing Ben since Elementary school and Stephen, now COO, holding family church connections that stem to Ben's childhood, the two present a history and perspective […]

    Build Your Network
    Make Money by Tracking Key Financial Metrics

    Build Your Network

    Play Episode Listen Later Nov 21, 2025 25:27


    This episode features a lighthearted and insightful conversation between Travis and his producer Eric, blending humor with practical advice about managing business finances. They discuss the importance of tracking net profit and operating expenses as critical financial metrics, the challenges of cash flow management, and the nuances of personal versus business finance. Through witty banter and relatable stories, they explore how founders can improve their financial literacy and make smarter decisions for their businesses. On this episode we talk about: Why net profit has become the most important metric for business sustainability​ Balancing cutting costs with increasing income to optimize profitability​ The significance of managing cash flow carefully and strategically over time​ How personal financial management differs from business finance in priorities and metrics​ The value of engaging a fractional CFO or accountant early to build financial competency​ Fun anecdotes and humor about business, subscription spaces, and conference jokes​ Top 3 Takeaways 1.  Net profit and operating expenses are key indicators of business health and require close monitoring.​2.  Proper cash flow management means timing payments to maintain a clear financial picture and operational flexibility.​3.  Engaging financial experts as coaches can accelerate financial understanding and avert costly mistakes.​ Notable Quotes   "The only place where they celebrate high churn would be at like a butter convention."​   "Managing cash flow is one of the most underrated parts of running your business."​   "Charge enough to overdeliver for your customers because it always costs more to deliver than you expect."​ Connect with Travis Makes Money:   Website: travischappell.com​   Instagram: @travischappell​   YouTube: Travis Makes Money​ ✖️✖️✖️✖️

    Build Your Network
    Make Money with Smart CFO Strategies | Matt Putra

    Build Your Network

    Play Episode Listen Later Nov 21, 2025 31:58


    Matt Putra is a fractional CFO and founder of Eightx, specializing in helping e-commerce and consumer packaged goods (CPG) companies scale profitably and sustainably. With over a decade of experience, Matt has supported businesses generating $5 million to $100 million in revenue, expertly managing cash flow, raising capital, and building financial systems that empower founders to make data-driven decisions confidently. On this episode we talk about: Matt's unconventional path to becoming a CFO, including working in manufacturing and private equity before founding Eightx​ The challenges and strategies for scaling a business that heavily depends on personal expertise and trust​ Why Matt chose e-commerce and CPG niches and how he built his client base primarily through LinkedIn and referrals​ The importance of setting and tracking key financial metrics tailored to each business team for proactive management​ Managing cash flow with weekly 13-week forecasts to foresee and handle financial challenges​ Taking calculated financial risks as a founder and balancing ambition with cash flow realities​ Advice for founders on understanding finance versus outsourcing critical financial functions​ How Matt continues to build and scale Eightx with a growing team of CFOs, analysts, and accountants​ Top 3 Takeaways 1.  Key financial metrics and consistent cash flow forecasting are crucial tools for business longevity and scaling.​2.  Scaling a fractional CFO business requires careful hiring and trust-building with skilled financial professionals.​3.  Founders should focus on core finance understanding but outsource complex financial functions to experts like fractional CFOs.​ Notable Quotes   "If you can figure out your top 20 financial metrics, you're very likely to succeed."​   "The most boring activity that exists in finance today is updating your 13-week cash flow forecast every week, but it makes you a better cash flow manager."​   "Charge enough to overdeliver for your customers because it will cost more to deliver on your promises than you expect."​ Connect with Matt Putra:   LinkedIn: https://ca.linkedin.com/in/mattputra​   Instagram: https://www.instagram.com/mattwjputra/​   Website (Eightx): https://eightx.co​ ✖️✖️✖️✖️

    Club Capital Leadership Podcast
    Episode 516: You Have Enough “Ideas” to Destroy Your Business in 2026

    Club Capital Leadership Podcast

    Play Episode Listen Later Nov 21, 2025 11:02


    As annual planning season approaches, it's tempting to fill your 2026 strategy with every exciting idea that comes to mind. But here's the truth: if Jeff Bezos had enough ideas to kill Amazon, you have enough ideas to kill your business too.In this episode, Bradley breaks down why execution trumps ideation every single time, and how to build a 2026 plan that you'll actually implement—not just dream about.Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding...

    Start Up Podcast PH
    Start Up #298: Bioflyt Agriventures - Black Soldier Fly Breeding for Protein-Rich Animal Feeds

    Start Up Podcast PH

    Play Episode Listen Later Nov 21, 2025 49:33


    Aldwin Torquido is Founder at Bioflyt Agriventures. Bioflyt Agriventures Corporation is operating a breeding farm for black soldier fly larvae. The black soldier fly larvae are then processed to become cheap protein-rich animal feeds, which can be given to chicken, poultry, and even pets. Their products are being sold to farmers nationwide. This episode is recorded live at the Bacolod Accelerator Hub (ALPHA Hub) in Bacolod City.In this episode:00:00 Introduction00:52 Ano ang Bioflyt Agriventures?01:45 What problem is being solved? 05:36 What solution is being provided? 24:40 What are stories behind the startup? 39:45 What is the vision? 43:55 How can listeners find more information?BIOFLYT AGRIVENTURESFacebook: https://facebook.com/profile.php?id=61552041265305BACOLOD ACCELERATOR HUBFacebook: https://facebook.com/profile.php?id=61566996707356THIS EPISODE IS CO-PRODUCED BY:Yspaces: ⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠Apeiron: ⁠⁠⁠⁠https://apeirongrp.com⁠⁠⁠⁠Twala: ⁠⁠⁠⁠https://twala.io⁠⁠⁠⁠Symph: ⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠MaroonStudios: ⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠AIMHI: ⁠⁠⁠⁠https://aimhi.ai⁠⁠⁠⁠CompareLoans: ⁠⁠⁠⁠http://compareloans.ph⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: ⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠Website: ⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠https://tasharivera.com⁠

    Spark of Ages
    The Security Gap When AI Agents Have Access/Chithra Rajagopalan, Vamshi Sriperumbudur - Governance, NRR, Buyer Groups ~ Spark of Ages Ep 51

    Spark of Ages

    Play Episode Listen Later Nov 21, 2025 63:28 Transcription Available


    We weigh the promise and peril of the AI agent economy, pressing into how overprovisioned non-human identities, shadow AI, and SaaS integrations expand risk while go-to-market teams push for speed. A CMO and a CFO align on governance-first pilots, PLG trials, buyer groups, and the adoption metrics that sustain value beyond the sale.• AI adoption surge matched by adversary AI• Overprovisioned agents and shadow AI in SaaS• Governance thresholds before budget scale• PLG trials, sandbox, and POV sequencing• Visualization to reach the aha moment• Buying groups, ICP, and economic buyer alignment• Post‑sales usage, QBRs, NRR and churn signals• Zero trust limits and non-human identities• Breach disclosures as industry standards• Co-sourcing MSSP with in-house oversightSecurity isn't slowing AI down; it's the unlock that makes enterprise AI valuable. We dive into the AI agent economy with a CMO and a CFO who meet in the messy middle. The result is a practical blueprint for moving from hype to governed production without killing momentum.We start by mapping where controls fail: once users pass SSO and MFA, agents often operate beyond traditional identity and network guardrails. That's how prompts pull sensitive deal data across Salesforce and Gmail, and how third‑party API links expand the attack surface. From there, we lay out an adoption sequence that balances trust and speed. Think frictionless free trials and sandboxes that reach an immediate “aha” visualization of shadow AI and permissions, then progress to a scoped POV inside the customer's environment with clear policies and measurable outcomes. Along the way, we detail the buying group: economic buyers who sign and practitioners who live in the UI, plus the finance lens that sets pilot capital, milestones, and time-to-value expectations.We also challenge sacred cows. Zero trust is essential, but attackers increasingly log in with valid credentials and pivot through integrations, so verification must include non-human identities and agent-to-agent controls. Breach disclosures, far from being a greater threat than breaches, are foundational to ecosystem trust and faster remediation. And while MSSPs add critical scale, co-sourcing—retaining strategic oversight and compliance ownership—keeps accountability inside. If you care about ICP, PLG motions, PQLs, NRR, or simply reducing AI risk while driving growth, this conversation turns buzzwords into a playbook you can run.Vamshi Sriperumbudur: https://www.linkedin.com/in/vamsriVamshi Sriperumbudur was recently the CMO for Prisma SASE at Palo Alto Networks, where he led a complete marketing transformation, driving an impact of $1.3 billion in ARR in 2025 (up 35%) and establishing it as the platform leader.  Chithra Rajagopalan - https://www.linkedin.com/in/chithra-rajagopalan-mba/Chithra Rajagopalan is the Head of Finance at Obsidian Security and former Head of Finance at Glue, and she is recognized as a leader in scaling businesses. Chithra is also an Investor and Advisory Board member for Campfire, serving as the President and Treasurer of Blossom Projects.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

    Revenue Engine Podcast
    Transforming Marketing Attribution and Accountability in the Digital Age With Brandon Rhoten

    Revenue Engine Podcast

    Play Episode Listen Later Nov 21, 2025 43:03


    Brandon Rhoten is the Chief Marketing Officer at GroundTruth, an advertising platform that uses real-world location and purchase data to show how media drives store visits and revenue. As the former CMO at Wendy's, Papa John's, and Potbelly, Brandon was instrumental in building Wendy's groundbreaking digital and social marketing programs, contributing to 40 consecutive quarters of growth for the brand. In addition to his executive experience, he is a tech investor, advisor, and recognized trailblazer in blending art and science to drive marketing ROI. In this episode… Marketing was supposed to get easier once everything went digital, yet many teams feel more overwhelmed than ever. With endless dashboards and touchpoints to untangle, proving what actually drives revenue has become its own full-time job. So in a world where every impression is technically "trackable," why are so many companies still flying blind? According to Brandon Rhoten, a longtime marketing leader known for marrying creativity with accountability, the real issue isn't a lack of data; it's that most organizations still treat marketing like a black box instead of a measurable driver of business results. He explains that the shift begins with embracing both sides of the craft — the art that earns attention and the science that proves impact. He points to everything from funnel complexity to outdated buying habits as reasons leaders still struggle with attribution. But when companies learn to connect media exposure to real-world behavior, the fog lifts. The bigger payoff, Brandon says, is a marketing function that's finally seen as an investment rather than a cost. In this episode of the Revenue Engine Podcast, host Alex Gluz is joined by Brandon Rhoten, Chief Marketing Officer at GroundTruth, to discuss how modern marketers can finally link advertising to tangible business outcomes. You'll hear why attribution is still broken, how to rethink media through an omnichannel lens, and what it takes to align marketing with the CFO's expectations. Brandon also shares practical advice on using AI to sharpen both strategy and creative execution.

    Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo, Japan
    275 Joanne Lin - Senior Director, APAC, Deckers Brands

    Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo, Japan

    Play Episode Listen Later Nov 21, 2025 65:02


    "Come as you are works in Japan when leaders are also willing to read the air and meet people where they are". "Japan isn't as risk-averse as people think; it is uncertainty avoidance and consensus norms like nemawashi and ringi-sho that slow decisions". "In Japan, numbers are universal, but how people feel about those numbers is where real leadership begins". "For foreign leaders, kindness, patience, and genuine curiosity are far more powerful than charisma or title". "Women leaders who embrace their own style, instead of copying male role models, can quietly transform Japanese workplaces".   Joanne Lin is Senior Director, APAC, for Deckers Brands, the American company behind UGG, HOKA, and Teva. Born in Taiwan and raised in Canada, she later completed her MBA at Boston University and began her career in Boston, working in a trading company and then at Merrill Lynch Investment Company. In 2000, she moved to Japan for family reasons and has since built a 25-year leadership career in this complex market. In Japan, Joanne first held senior finance roles, including Head of Finance for Reebok Japan and CFO for Aegis Media, where she worked on mergers and acquisitions. She joined Deckers over thirteen years ago as CFO for Japan and was later asked to step in as interim Country Manager for Deckers Japan. Today she is back in an APAC-wide role, responsible for finance and strategy across 15 markets, including Japan, China, South Korea, Hong Kong, Australia and New Zealand. Her remit covers subsidiaries and distributor markets alike, requiring constant adaptation across cultures. Throughout her journey, Joanne has learned to reconcile a direct, North American style with Japan's more implicit, consensus-driven culture. Often mistaken for Japanese because of her appearance, she calls herself the "invisible gaijin", using that ambiguity to observe carefully, read body language, and bridge cultural expectations. Her leadership story is one of resilience, curiosity, and the quiet confidence to lead as herself in a country that often expects conformity. Joanne Lin's leadership journey began far from Japan. Born in Taiwan and raised in Toronto, she grew up immersed in North American directness, meritocracy, and straight-talking feedback. After completing an MBA at Boston University, she started her career in Boston, first at a trading company and then at Merrill Lynch Investment Company, building a strong foundation in finance. Numbers, ratios, and cash flows were her native business language long before she ever heard the phrase kūki o yomu — "reading the air" — in Japan. In 2000, she moved to Japan for family reasons, expecting to build a career but not realising how deeply the culture would challenge her assumptions about leadership. She entered the corporate world here without Japanese language skills and without local experience. Physically, many colleagues assumed she was Japanese, or at least of Japanese descent, and treated her accordingly. She jokes that she became an "invisible gaijin": expected to understand unspoken rules despite never having grown up with them. Early on, she discovered that in Japan, silence often speaks louder than words. Concepts akin to nemawashi — the quiet groundwork of building consensus before meetings — and the unspoken pressure to align with the group meant that decisions rarely came from a single, charismatic leader. Instead, she had to watch faces, posture and micro-reactions around the table. While she came from an environment where people said "yes" or "no" clearly, in Japan phrases like "I'll think about it" could mean "no" 80% of the time. Learning to interpret these signals became as important as reading the P&L. Her career advanced steadily through senior finance roles: Head of Finance for Reebok Japan, CFO for Aegis Media leading M&A, and later CFO for Deckers Japan. Over thirteen years at Deckers, she helped steer the growth of brands such as UGG and the fast-rising performance brand HOKA in one of the world's most competitive footwear markets. Eventually, she was asked to serve as interim Country Manager for Deckers Japan, an opportunity that tested her ability to go beyond numbers and lead entire functions including sales, marketing, HR and retail. Joanne's leadership philosophy is grounded in being genuine and transparent. She believes in explaining the "why" behind decisions, giving context, and aligning people rather than simply seeking agreement. She spends time helping non-finance colleagues understand what gross margin, discounts and operating income mean in practical terms, translating finance into everyday language rather than using it as a gatekeeping tool. Engagement surveys, where Japan often scores modestly compared with global benchmarks, have been a recurring theme in her work. Rather than blaming culture, she looks at how questions are worded, how norms shape responses, and then uses those insights to design practical remedies — from "lunch and learn" sessions to cross-functional gatherings and new-joiner lunches with senior leaders. As a woman leader, Joanne has wrestled with impostor syndrome yet chosen to step forward anyway. She sees many high-potential women in Japan holding back, waiting to be "perfect" before raising their hand. Her message to them is clear: trust yourself, recognise your natural strengths in communication and empathy, and accept that no leader — male or female — is ever fully ready. In the end, her story is about blending global experience with local nuance, leading with kindness and clarity, and proving that one can honour Japanese culture while still bringing a distinct, authentic leadership style to the table. Q&A Summary What makes leadership in Japan unique? For Joanne, leadership in Japan is defined by what is not said. The real meeting often happens before and after the official meeting, through nemawashi, where stakeholders quietly shape outcomes. In the room, kūki o yomu — reading the air — is critical: leaders must observe body language, side glances and subtle hesitations to interpret what people truly think. Formal tools like ringi-sho workflows, built on stamped approvals and consensus, reinforce a collective approach to decision-making. Japanese employees often assume the leader should already know their needs without them having to say it. That expectation of intuitive understanding, combined with a strong norm of harmony, makes empathetic listening and patience indispensable leadership skills. Why do global executives struggle? Global executives often arrive with a Western template: clear targets, rapid decisions, direct feedback. In Japan, that can clash with a culture that prizes stability, seniority and group consensus. Leaders may misinterpret indirect communication as indecisiveness or lack of ambition, when in fact people are carefully weighing the impact on the group. Engagement surveys then show Japan at the bottom of global rankings, and headquarters misreads this as disengagement, rather than a reflection of conservative scoring norms. Many foreign leaders also underestimate how much time must be invested in trust-building, one-on-one conversations, and slow-burn relationship work before people feel safe to share ideas or challenge the status quo. Is Japan truly risk-averse? Joanne sees Japan as more uncertainty-avoidant than risk-averse in the pure financial sense. As a finance professional, she knows that commercial risk can be quantified — through scenarios, ratios and forecasts. But in Japan, the social and reputational risks loom equally large: who will be blamed if this fails, what will it do to group harmony, how will customers react? These uncertainty factors slow decisions more than the numbers themselves. Leaders who introduce tools like decision intelligence platforms, scenario simulation or even digital twins of supply chains can help Japanese teams see risk in a structured way, reducing the emotional fear around uncertainty and making experimentation feel safer. What leadership style actually works? The style that works for Joanne is grounded in transparency, modesty and consistency. She leads by example, explaining not only what must be done, but why, and what it means for individuals and teams. She tries to give her people "airtime", resisting the urge — common to many finance leaders — to jump straight to the solution. In practice, that means listening to ideas without immediate judgement, thanking people publicly for their input, and celebrating small wins as much as big milestones. She maintains high standards but increasingly recognises that not everyone should be held to the same work rhythm she sets for herself. Alignment, not forced agreement, is the goal: people may disagree but still commit to the path once they feel heard. How can technology help? Technology, in Joanne's world, is not just about efficiency; it is a bridge between data and human behaviour. Advanced analytics, dashboards and decision-support tools can make trade-offs between margin, volume and investment more tangible for non-finance teams. AI-driven text analysis of engagement comments can surface themes that traditional surveys miss, helping leaders understand sentiment behind Japan's modest scoring patterns. Scenario modelling and digital twins of operations can turn abstract risks into concrete options, making it easier for consensus-driven teams to move forward. At its best, technology supports nemawashi by giving everyone a shared, data-informed picture, rather than replacing dialogue. Does language proficiency matter? Joanne arrived in Japan with no Japanese language ability and was forced to become an intense observer of body language and context. That experience convinced her that leadership is possible without fluency — but far more sustainable with it. Learning Japanese shows respect, reduces distance, and makes informal conversations and humour possible. Even basic proficiency helps leaders understand nuance in ringi documents, hallway chats, and customer feedback. She encourages foreign leaders to invest in language learning not as a checkbox, but as a signal of commitment to the market and to their teams. What's the ultimate leadership lesson? Her core lesson is simple yet demanding: be kind, be open, and be yourself. Leaders should stop expecting perfection from themselves and from others, especially in a country where external shocks like currency swings, tariffs and pandemics can derail even the best-laid plans. Instead, they should focus on doing their best, communicating clearly, and treating people with respect. For women leaders especially, Joanne's message is to step forward even when self-doubt whispers otherwise — to recognise that their strengths in empathy, communication and cultural sensitivity are not "soft" add-ons but central to effective leadership in Japan. In the long run, success here is less about heroics and more about steady, human-centred leadership that people genuinely want to follow. Timecoded Summary [00:00] The conversation opens with an introduction to Deckers Brands, the American company headquartered in Santa Barbara and best known in Japan for UGG, HOKA and Teva. Joanne explains that Deckers historically functions as a holding-style company, acquiring and growing footwear brands, and that Japan is a key market where three major brands are active. She outlines her current role as Senior Director, APAC, overseeing finance and strategy across 15 countries, including both subsidiaries and distributor markets. [05:20] Joanne traces her career arc: Taiwanese by birth, raised in Canada, MBA from Boston University, then finance roles in Boston with a trading company and Merrill Lynch Investment Company. In 2000 she relocates to Japan for family reasons, later becoming Head of Finance for Reebok Japan and CFO for Aegis Media, working on M&A. She joins Deckers over thirteen years ago as CFO for Japan and eventually steps into an interim Country Manager role, before returning to a wider APAC mandate based in Japan. [12:45] The discussion shifts to cultural adjustment. Because she "looks Japanese", colleagues initially assume she understands Japanese norms. She describes becoming an "invisible gaijin", held to local expectations without having grown up here. She learns to read the air, focusing on facial expressions, body language and context. Phrases like "I'll consider it" often conceal a "no", and she gradually becomes adept at interpreting such indirect communication. Her direct North American instincts must be tempered by Japanese expectations for restraint and harmony. [19:30] Finance and human reactions to numbers come into focus. Joanne notes that while sales, gross margin and SG&A appear objective, different functions interpret them in varied ways: finance may celebrate high margins while sales may worry they are under-investing. She stresses the importance of explaining financial concepts in simple terms, almost as if speaking to a 10-year-old, so that everyone can understand consequences. Her temporary shift from CFO to GM broadens her empathy for non-finance views and deepens her appreciation for cross-functional tension. [26:10] Attention turns to team engagement and communication. Japan's engagement survey scores routinely trail global averages, a pattern she attributes partly to cultural modesty and translation issues. Instead of accepting low scores as fate, she focuses on post-survey action: leaders are asked to talk openly with teams, understand expectations, and co-create remedies. Concrete initiatives such as "lunch and learn" sessions and new-joiner lunches with directors help break silos, humanise leadership and create informal nemawashi-like spaces where people can ask questions and share concerns. [33:40] Joanne discusses culture-building under the umbrella of Deckers' "Come as you are" value. She supports self-expression — even store staff in gender-fluid fashion — as long as it's tasteful and customer-appropriate. Her own leadership style is to be genuine, transparent and open about vulnerabilities. She balances the efficiency of top-down directives with the long-term benefits of participation: while consensus-building and alignment take time, they reduce turnover, re-training costs and disengagement. [40:15] Gender and leadership come into sharper focus. Joanne recounts her own bouts of impostor syndrome and the temptation, earlier in her career, to doubt her readiness for bigger roles. She notes that many women hesitate to raise their hands until they feel almost 100% qualified, while men may step up with far less. She encourages aspiring women leaders to recognise their strengths in empathy and nuanced communication, to "give it a try" even when not fully confident, and to view setbacks as learning rather than final verdicts. [47:30] The interview closes with advice for foreign leaders coming to Japan. Joanne emphasises being open, respectful and kind — to oneself and to others. She urges leaders to accept that Japan's deep-rooted culture will not change in a short posting, and that success depends on adapting rather than trying to remodel the country. Learning Japanese, even imperfectly, is both a sign of respect and a practical tool for building trust. Ultimately, she argues, effective leadership in Japan is about balancing data and humanity, global standards and local nuance, ambition and empathy. Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have also been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). In addition to his books, Greg publishes daily blogs on LinkedIn, Facebook, and Twitter, offering practical insights on leadership, communication, and Japanese business culture. He is also the host of six weekly podcasts, including The Leadership Japan Series, The Sales Japan Series, The Presentations Japan Series, Japan Business Mastery, and Japan's Top Business Interviews. On YouTube, he produces three weekly shows — The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews — which have become leading resources for executives seeking strategies for success in Japan.

    The Process Automation Podcast
    From Byproduct to Bioenergy - How Pulp and Paper Is Turning the Page For a Circular Future

    The Process Automation Podcast

    Play Episode Listen Later Nov 21, 2025 31:21


    In our previous episode, we explored how fiber is being used in new and unexpected ways beyond traditional paper production. Today, we’re continuing that story, looking at how the same spirit of innovation is transforming the entire pulp and paper industry. For decades, this sector has quietly been a pioneer in bioenergy and biomaterials. Through its evolution from traditional manufacturing sites into modern, self-sufficient biorefineries - and supported by active, long-term forestry that enables the shift from fossil fuels to sustainable energy - it has become one of the world’s largest producers and users of renewable energy from wood-based residues. But what does this transformation mean for the future of energy, sustainability, and even new revenue opportunities? That’s exactly what we’re exploring in this episode, as we ask: How is the pulp, paper, and fiber industry creating future value through biomass, biofuels, and circular innovation? Joining the discussion are: Gustav Melin, CEO and CFO at Mantex AB Wilson Monteiro, Business Line Manager for Pulp, Paper, and Fibre at ABB Roger Östlin, Head of Sustainable Fuels at SCA and CEO of the SCA–ST1 Follow The Process Automation Podcast wherever you get your podcasts, so you never miss an episode. If you want to get involved and join us as an expert, follow the link to ABB’s website where you can let us know your domain of expertise. Link here or The Process Automation Podcast - ABB GroupSee omnystudio.com/listener for privacy information.

    Something Extra
    A Mindset for Success w/ Sam Cook

    Something Extra

    Play Episode Listen Later Nov 20, 2025 56:52


    CFO of Brinkmann Constructors, Sam Cook, shares the remarkable journey that propelled her from a small, humble border town in Mexico to a leader in the US construction industry. Discover how her upbringing sparked a relentless curiosity and a drive to constantly seek the next level, leading her to start college at 16, and transition from architecture to high-stakes finance. Gain insights into her leadership philosophy, including why it's vital to be emotionally ready to execute a plan and the value of having a good team while navigating rapid company growth.Guest Links:Sam's LinkedInBrinkmann ConstructorsCredits: Host: Lisa Nichols, Executive Producer: Jenny Heal, Marketing Support: Landon Burke and Joe Szynkowski, Podcast Engineer: Portside Media

    Run The Numbers
    Mercury, Snowflake, and Boulder Care Finance Pros Weigh In | Campfire Roundup

    Run The Numbers

    Play Episode Listen Later Nov 20, 2025 76:06


    In this special episode of Run the Numbers, CJ Gustafson records live from Campfire's AI Finance Forward conference in San Francisco, serving up a trio of rapid-fire interviews with top-tier finance leaders. First, Daniel Kang, CFO of Mercury, breaks down the quality of fintech revenue streams, the mechanics of float in a falling rate environment, and what investors really value. Then, Brad Floering, SVP of Finance at Snowflake, shares war stories on usage-based pricing, forecasting consumption, and the role of AI in modern FP&A. Finally, Mitzi Yue of Boulder Care brings a mission-driven perspective, reflecting on dual roles in finance and culture, career product-market fit, and the ethical frontier of AI in healthcare. It's a fast, thoughtful taste of where modern finance is headed.—LINKS:Daniel Kang on LinkedIn: https://www.linkedin.com/in/dmkang/Mercury: https://mercury.com/Brad Floering on LinkedIn: https://www.linkedin.com/in/brad-floering/Snowflake: https://www.snowflake.com/Mitzi Yue on LinkedIn: https://www.linkedin.com/in/mitziyue/Boulder Care: https://www.boulder.care/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Grindr's $0 CAC Secret from the CFO Who Launched Disney+ | Vanna Krantzhttps://youtu.be/ijFIMmtpLNw—TIMESTAMPS:00:00:00 Preview and Intro00:04:03 Sponsors – Fidelity Private Shares, Metronome, Mercury00:06:49 Guest – Daniel Kang (Mercury) joins00:07:55 Lessons from being first finance hire00:10:49 Finance collaborating on product decisions00:13:12 Comparing customer segments and revenue models00:16:58 Sponsors – Right Rev, Tipalti, Aleph00:21:11 Market shift for consumer fintech models00:23:14 Balancing gross profit with product growth00:24:41 Misconceptions about fintech revenue00:26:57 Guest – Brad Floering (Snowflake) joins00:30:22 Aligning pricing with cloud resource consumption00:33:17 Forecasting challenges with usage-based revenue00:35:06 Complexity of sales commissions under consumption model00:38:23 Lessons from AWS: committing for discounts00:41:16 Cold start forecasting challenges and the role of employee size00:44:01 Customer behavior and rollover credit challenges00:47:08 Using professional services to recover unused credits00:49:05 Seasonality and forecasting challenges in Q400:54:16 Guest – Mitzi Yue (Boulder Care) joins00:57:05 The pandemic's impact on telemedicine adoption01:00:33 Finance decisions with human consequences in healthcare01:02:26 Finding personal product-market fit in Series B/C stage01:03:33 Finance as the central nervous system of the company01:07:10 Nonprofits inspired by personal values and experience01:10:52 Exploring AI's potential in healthcare and finance—SPONSORS:Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run—#RunTheNumbersPodcast #FintechStrategy #UsageBasedPricing #HealthcareFinance #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

    FP&A Tomorrow
    Key learnings and takeaways from actual attendees of Campfire's AI finance summit

    FP&A Tomorrow

    Play Episode Listen Later Nov 20, 2025 46:13


    In this episode of FP&A Unlocked, host Paul Barnhurst takes you inside the Campfire Finance Forward AI Summit in San Francisco, a one-of-a-kind event exploring how AI is transforming finance. Instead of one guest, this special edition features four conversations with top finance leaders and innovators who share what they're seeing, building, and doing with AI in real time. From ERP innovation to the EQ behind great CFOs, this episode delivers tactical advice and big-picture thinking from the forefront of modern finance.John Glasgow is the CEO and co-founder of Campfire, leading the charge in AI-native ERP innovation for modern finance teams. CJ Gustafson, the founder of Mostly Metrics and a former CFO, brings real-world insights on scaling, AI adoption, and the shift from executive to creator. Libby Francke, Head of Finance at Klarity, shares her experience modernizing data infrastructure and running a lean, high-impact finance function with Campfire. Kevin Neary, VP of Finance at Brainly, reflects on managing global finance operations and how AI is helping his team boost efficiency and productivity.Expect to Learn:Why Campfire is building an AI-native ERP with its own large accounting modelHow to identify when legacy systems like QuickBooks are holding your company backWhat makes great FP&A beyond technical skill: EQ, storytelling, and sniff testsHow to think tactically about AI adoption, agents, and automationHere are a few quotes from the episode:“Trying to make the most of AI and low-cost solutioning is how we're building the finance function of the future.” - Libby Francke“A lot of companies are stuck in pilot purgatory; they test AI, think it's cool, but don't know how to roll it out.” - CJ GustafsonThis special episode of FP&A Unlocked captures the momentum and insight from the Campfire Finance Forward AI Summit, showcasing how finance leaders are navigating the rapid shift toward AI-native systems. From foundational models to practical automation, the conversations with John Glasgow, CJ Gustafson, Libby Francke, and Kevin Neary highlight that the future of finance isn't just about technology; it's about strategic thinking, clean data, and bold leadership.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow John:LinkedIn - www.linkedin.com/in/johnglasgow/Follow CJ Gustafson:LinkedIn - https://www.linkedin.com/in/cj-gustafson-13140948/Follow Libby:LinkedIn - https://www.linkedin.com/in/libby-francke-cpa-831b4854/Follow Kevin:LinkedIn - https://www.linkedin.com/in/kevin-neary-cpa/Earn Your CPE Credit For CPE credit, please go to

    LITTLE BIG THINGS
    Benjamin Netter - Il fait la guerre aux hackers !

    LITTLE BIG THINGS

    Play Episode Listen Later Nov 20, 2025 108:45


    Benjamin Netter navigue dans un univers où une simple erreur de clic peut coûter des millions.Un monde où l'humain est souvent la première faille, et où la menace est devenue si sophistiquée que même un Bac + 8 peut tomber dans le piège.Tout ça, il l'a vécu chez October, la plateforme de prêts aux entreprises qu'il avait cofondée.Un simple email de phishing a suffi pour compromettre leurs systèmes.Et là, c'est le déclic : si sa boîte peut se faire piéger, alors des milliers d'entreprises sont en danger.Il teste d'abord sa propre équipe, 15 % se font prendre, même la CFO.Benjamin comprend que la cybersécurité ne peut plus être un sujet réservé aux experts.Elle doit devenir un réflexe collectif.Il quitte tout, lance RIOT, et décide de protéger le maillon le plus vulnérable, l'employé.Aujourd'hui, RIOT accompagne 1 500 entreprises, protège 1,5 million d'employés, et double son revenu chaque année.L'objectif, atteindre 20 millions d'ARR d'ici la fin de l'année.RIOT envoie des fausses attaques pour tester les équipes, analyse les comportements et déploie un compagnon cyber intelligent qui sensibilise chaque employé de manière personnalisée.Une pédagogie moderne, directe, qui ressemble davantage à un coach individuel qu'à un audit poussiéreux sur PowerPoint.Après 2 millions levés auprès de Y Combinator, puis 45 millions au total auprès d'autres fonds, Benjamin garde la même philosophie : construire une boîte faite pour durer, pas pour impressionner.Dans cet épisode, découvrez les coulisses d'un marché qui explose, pourquoi les LLM ont rendu les cybercriminels encore plus dangereux, et comment RIOT se prépare à devenir une référence mondiale.Bonne écoute !===========================

    FP&A Today
    From CFO to AI Evangelist: Maria Azatyan on Finance, and Startups

    FP&A Today

    Play Episode Listen Later Nov 20, 2025 49:44


    With more than 20 years of experience helping startups scale from seed to series B, Maria Azatyan has built architectures for companies across ai, robotics and the new space economy, translating complex technologies into numbers. This is coupled with her frank perspective as a single mother balancing finance leadership and advising startups.  Sci-fi Dreams Made Real: sharing experiences with Waymo Setting up ArmGate, empowering entrepreneurs  One month to “two minutes” using AI to work with data Case study: AI to Automate ERA Filings for Venture Funds Role as ex-CFO at DocDoc.ru whose exit was ranked one of Russia's top five IT & Digital M&A deals.  Problems with cash flow to 45% year-over-year revenue growth  Biggest startup challenges for finance teams 

    Embedded Insiders
    Breaking Down Silos with Sealevel Systems & embedded world North America 2025

    Embedded Insiders

    Play Episode Listen Later Nov 20, 2025 33:10


    Send us a textOn this episode of Embedded Insiders, Rich is joined by Brandon Hansen, COO & CFO at Sealevel Systems, in a sponsored segment to discuss breaking down silos in design teams and the importance of looking at the bigger picture.Next, Rich and Jerry Chen, Founder and CEO of Upbeat Technology, discuss how the company is taking a different approach to its RISC-V offering by leveraging low-power levels in applications like always-on IoT, wearables, edge AI sensors, and more. But first, Ken and Rich recap their recent trip to Anaheim, California, for embedded world North America 2025. For more information, visit embeddedcomputing.com

    Corporate Treasury 101
    Episode 290: How Real-Time Treasury Helps CFOs Fix Fragmented Cash and Boost Yield with Stephen Randall

    Corporate Treasury 101

    Play Episode Listen Later Nov 20, 2025 31:43


    In this episode of Corporate Treasury 101, we sit down with Stephen Randall, Global Head of Liquidity Management Services at Citi, to dive into the evolving landscape of treasury management and the future of liquidity solutions. With extensive experience in the treasury function, Stephen provides invaluable insights into how businesses are navigating volatility, the increasing need for real-time liquidity, and the role of technology, including AI, in transforming treasury operations.Stephen discusses the key challenges treasury teams face today, from managing liquidity in real-time to leveraging AI for better decision-making and risk management. He also explores the significant shifts in treasury operations over the past few years, the role of data in modern treasury functions, and what future treasury teams must do to stay ahead in a rapidly changing financial landscape.Whether you're leading a finance function, navigating the complex treasury landscape, or preparing for your first CFO seat, this conversation offers practical advice on managing liquidity, leveraging technology for efficiency, and future-proofing your treasury operations. Stephen's insights into adapting to rapid technological advancements, data strategy, and embracing real-time liquidity management are crucial for professionals looking to stay ahead in today's fast-evolving financial world.What You'll Learn in This Episode:The Future of Liquidity Management: How companies are preparing for volatility while ensuring they have enough liquidity to capitalize on new opportunities in 2025 and beyond.The Speed of Change in Treasury: The shift towards real-time liquidity management and how treasury teams must adapt to faster data flows and transaction speeds.AI in Treasury: How AI is shaping the treasury function by enhancing forecasting, anomaly detection, and automating routine tasks for better efficiency.The Importance of Data: Why having clean, standardized data is crucial for modern treasury teams to make informed decisions and optimize liquidity.Treasury's Evolving Role: How the relationship between treasury teams and their banking partners is changing and what that means for the future of liquidity management.Episode Breakdown with Timestamps:[00:00] – Introduction to Stephen Randall and the future of liquidity management[03:30] – The biggest shifts in treasury operations over the last five years[07:00] – Managing liquidity during uncertain times and volatile markets[12:00] – The role of AI in treasury management and its impact on decision-making[15:30] – Real-time liquidity and the rise of 24/7 treasury functions[21:00] – Overcoming data challenges in treasury and how clean data drives better decisions[26:00] – Key strategies for treasury teams to implement AI and automate operations[30:00] – The future of treasury technology and the need for end-to-end connectivity[34:30] – How Citi supports treasury teams in navigating these challenges and embracing new technologyFollow our guest Stephen Randall: LinkedIn: https://www.linkedin.com/in/stephen-randall-b97997207/ Citi: https://www.citigroup.com/global Treasury Leadership: An Antidote to Market Stress:

    Keep What You Earn
    The Truth About IRS Audits

    Keep What You Earn

    Play Episode Listen Later Nov 19, 2025 16:39


      In this episode, I'm breaking down the fears and myths around IRS audits. I compare getting audited to getting pulled over—it feels intimidating, but it's usually not as bad as you think. I'll walk you through what really happens during an audit, how to prepare, and why good bookkeeping is your best defense. I'm also setting the record straight on that rumor about the IRS hiring 80,000 new agents. By the end, you'll feel more confident and a lot less anxious about the idea of an audit.   What you'll hear in this episode: [00:45] The Fear of IRS Audits [02:00] Understanding the Audit Process [09:35] The Role of IRS Agents [11:00] Debunking Myths About IRS Agents   If you like this episode, check out: Essential W-9 Practices for Compliance Why The Rich Pay No Taxes and You Feel Left Out Don't Speed If You Can't Afford a Ticket   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    Squawk on the Street
    SOTS 2nd Hour: How To Play Nvidia, Google Record Highs, The Retail Wrap-up & LIVE: Goldman Sachs CEO 11/19/25

    Squawk on the Street

    Play Episode Listen Later Nov 19, 2025 49:57


    A huge moment for markets with Nvidia results in just a few hours:Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour. cnbc.com/squawk-on-the-street-disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    ICONIC HOUR
    Transforming Scottsdale Into a Healthier, Happier Community — Inside the Blue Zones Project

    ICONIC HOUR

    Play Episode Listen Later Nov 19, 2025 31:57


    On today's episode, we sit down with Sarah Kearney, Executive Director of Blue Zones Project Scottsdale, and Todd LaPorte, CEO of HonorHealth, to explore how Scottsdale is taking bold steps toward becoming a longer-living, more connected, and more vibrant community. Website: bluezonesprojectscottsdale.com    Instagram: bzpscottsdale   BACK STORY With more than 35 years of diverse healthcare experience, Todd LaPorte leads an integrated health system with nine acute-care hospitals, numerous outpatient facilities, a research institute, and various community services impacting social determinants of health and military preparedness. HonorHealth is one of Arizona's largest employers, with a presence throughout much of the growing Phoenix metropolitan area. Since joining HonorHealth in 2001, Todd has held executive roles in which he focused on financial and strategic leadership. He has shaped a system with many access points to provide convenient, high quality care for patients, and with an ability to coordinate care efficiently and effectively. HonorHealth governs with its medical staff one of the country's highest performing ACOs in the country. For most of his twenty years at HonorHealth, Todd served as the CFO. In April 2017, he became the 10th CEO in more than 150 years of its legacy firm history. Before joining HonorHealth, Todd held senior management roles for an international CPA firm that served Arizona healthcare clients, as well as clients in high-tech manufacturing and consumer services. He was also the CFO of a privately held healthcare company that served more than a half million Arizonans. Todd is the current board chair for the Health System Alliance of Arizona, an association of the five largest healthcare systems throughout the State. He is a member of Greater Phoenix Leadership (a CEO advocacy group) and is a board member of Experience Scottsdale (a visitor's bureau). He speaks frequently to Arizona State University MBA classes and community service organizations throughout the Valley of the Sun. Todd was named CFO of the Year by the Arizona chapter of the Financial Executives International in 2012 and was recognized by Becker's Hospital Review as one of the "125 Hospital and Health System CFOs to Know" in 2013. Todd has served as board chair for a chapter of Big Brothers/Big Sisters, the nationally acclaimed Scottsdale Aquatic Club and the Paradise Valley School District's supporting Foundation for Public Education. He holds a bachelor's degree in business from the University of Arizona and an MBA from Arizona State University. His four daughters all swam competitively at four different D-1 schools, so his college sweatshirt collection is quite confusing.     Sarah Kearney leads Blue Zones Project Scottsdale as the Executive Director. Her leadership experience is diverse and rooted in community well-being, service, and forward-thinking optimism. She most recently worked for Experience Scottsdale, whose mission is to enhance the Scottsdale community through tourism. In Sarah's 16+ year tenure at the organization, she held several leadership roles and specialized in worldwide leisure sales, partner development strategy, membership and community engagement, program development, and more. Driven by her passion for the Scottsdale community, Sarah has served, led, and guided several local organizations, leaving a cross-sector imprint. She has served as the Board President for Scottsdale Leadership, the Board President for Community Celebrating Diversity, a Board Member for Scottsdale Sister Cities, the Officer of Membership for Millennials in Travel, and the Vice President of Community Outreach at GiGi's Playhouse Phoenix/Scottsdale. Sarah holds an MBA from the University of Phoenix and a B.A. in Communication from Arizona State University. In her spare time, she enjoys traveling, reading, sports and spending time in the Scottsdale sunshine. She is a proud wife and hockey, dance, and dog mom to her two children and golden retriever.   SUBSCRIBE TO ICONIC HOUR If you enjoyed today's podcast, I'd be so appreciative if you'd take two minutes to subscribe, rate and review ICONIC HOUR. It makes a huge difference for our growth. Thanks so much!   ICONIC LIFE MAGAZINE  Stay in touch with ICONIC LIFE magazine. We invite you to join our digital VIP list and SUBSCRIBE!   JOIN OUR ICONIC COMMUNITY Website: iconiclife.com Instagram: @iconiclifemag Facebook: Iconic Life YouTube: ICONIC LIFE   FOLLOW RENEE DEE Instagram: @iconicreneedee LinkedIn: Renee Dee   Thanks for being a part of our community to Live Beautifully. TAGS: bluezonesprojectsscottsdale, honorhealth, iconichourpodcast, health, wellness, iconiclifemag, iconiclife, livebeautifully  

    She Thinks Big - Women Entrepreneurs Doing Good in the World
    373 Where Are Your Optimum Prices Hiding?

    She Thinks Big - Women Entrepreneurs Doing Good in the World

    Play Episode Listen Later Nov 19, 2025 8:03


    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder why finding “the right price” never seems to work?Because you're probably looking in the wrong place. This episode explains why your computer can't know your optimum price, why a little courage matters more than a calculator, and how testing real prices with real humans leads to better profit and saner hours.…Link to full shownotes: https://www.businessstrategyforcpas.com/373…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    CFO Thought Leader
    1145: Creative Capital, Tough Cuts, and the Power of “Why” | Jayme Brooks, CFO, Limbach

    CFO Thought Leader

    Play Episode Listen Later Nov 19, 2025 37:58


    The email with the term sheet arrived first, then the bottle of champagne from the CEO, Jayme Brooks tells us. The lender had agreed to a nontraditional structure that allowed Capstone to borrow against intangible assets, creating a lifeline at a moment when revenue had dropped about 40% and market cap had fallen from roughly 400 million to 25 million, she tells us. Cost reductions, including a 25% reduction in force and ultimately a 50% cut in the cost structure, followed, she tells us. But the bridge financing meant the company could still fund payroll, buy supplies, and keep shipping microturbines.That moment caps years of learning “in the room.” Brooks began in engineering before shifting into accounting and public practice, she tells us. Controller roles in aerospace and a UK-owned division exposed her to debt, private equity, and board dynamics. She later accepted what looked like a step back—a director of financial reporting role at an unprofitable public company—because she wanted capital-markets experience and trusted a former CFO mentor, she tells us.Along the way, an MBA and countless investor calls broadened her view beyond “head down” execution. In the restructuring, she focused on explaining the “why” to suppliers, employees, and investors, securing payment plans and shared sacrifice so the business could survive, she tells us. Today, at Limbach, she continues to leverage external experts, integrate acquisitions, refine owner-direct metrics, and lead with an empathetic, trust-building style inspired in part by Leading with the Heart, she tells us.

    Late Boomers
    From CFO to Paranormal Novelist: Kirsten's Bold Leap into Reinvention

    Late Boomers

    Play Episode Listen Later Nov 19, 2025 27:57 Transcription Available


    Ever wondered how a former CFO ends up writing paranormal novels? Join Cathy and Merry as they chat with Kirsten Marion, who took a daring leap from finance to fiction. What sparked this transformation? A move to Moscow, a reassessment of life, and a childhood passion rekindled! Kirsten dives into the world of paranormal fiction, explaining how she brings magic into the mundane and champions older female protagonists. She also shares the nitty-gritty of self-publishing, from marketing strategies to tackling self-doubt. Feeling stuck? Kirsten's advice on revisiting childhood dreams might just be your key to unlocking new paths. Tune in to discover how Kirsten found fulfillment in her new career and how you can too. Join us for an inspiring tale of reinvention and empowerment!About KirstenI'm a recovering corporate executive writing paranormal women's fiction with a bit of class, and a lot of sass, for anyone who feels age is just a number. My Rowanswood Crones series explores what happens when midlife meets magic, and when ordinary women discover extraordinary power at the very moment life expects them to shrink. I live on the southwestern tip of Canada.Connect with KirstenWebsite: https://kirstenmarion.com/Instagram: https://www.instagram.com/kirstenlmarion/Threads: https://www.threads.com/@kirstenlmarionhttps://bsky.app/profile/kirsten-marion.bsky.social

    Transformative Leadership Conversations with Winnie da Silva
    The Biology Behind Effective Leadership with Martin Redigolo and Jan-Philipp Martini

    Transformative Leadership Conversations with Winnie da Silva

    Play Episode Listen Later Nov 19, 2025 59:28


    "Chronic stress is anti-correlated with all the things you want to have as a leader. It's anti-correlated with empathy, it's anti-correlated with creativity, and it's anti-correlated with complex decision making.” - Jan-Philipp Martini“If you can get more insight into what drives you, you can handle yourself — and your leadership — much better.” – Martin RedigoloStress has a funny way of showing up long before we notice it - our bodies feel it first, and our calendars catch up later.In this episode, I bring Martin Redigolo and Sapiens founder Jan-Philipp Martini together so we can connect the dots between the science, the story, and the real human experience of leading under pressure. Martin actually went through the full Sapiens Stress & Resilience Diagnostic, and he shares what the process was like, what surprised him, and how the results shifted the way he understands himself as a leader.And because Jan-Philipp is with us too, we dig into the “why” behind the data - how stress shows up in the body, what most leaders overlook, and how small, realistic habit shifts can make a huge difference in how you feel and how you perform.This conversation pulls the whole series together in a way that's super grounded, practical, and honestly… eye-opening.You'll hear me discuss:How Martin's diagnostic unfolded and the parts of the process that were surprisingly simple (and surprisingly revealing)The moments when the data challenged what he thought he knew about his own stressHow the ECG and cortisol analysis make invisible stress completely visibleThe three core questions the Sapiens report answers for every leaderThe subtle patterns in your day that can drive fatigue or restlessness without you realizing itWhy it matters to work with your biology before trying to change your mindsetHow chronic stress quietly undermines things like empathy, creativity, and decision-makingThe shifts Martin is making now - at work and at home - because of what he learneda few habit changes that are simple, doable, and grounded in real sciencewhat sustainable leadership actually looks like when you're aiming for excellence without exhaustionResourcesJan Philipp Martini on Sapiens | LinkedInMartin Redigolo on Web | LinkedInBook a 15-minute free demo consultation - LinkResearch: How We Measure Stress Using Body Data and Self-Assessments: Read hereWinnie da Silva on LinkedIn | On the Web | Substack | YouTube | Email - winnie@winnifred.orgLearn More About SapiensOverview of SapiensA short video introduction to Sapiens and their mission to help people in intense jobs manage stress and sustain performance.Video: The Diagnostics JourneySee what it's like to go through the full Sapiens Stress & Resilience Diagnostic and Human Performance Journey.Sneak Peek: Sapiens WorkshopGet a behind-the-scenes look at a real Sapiens workshop with a CFO team.Mentioned StudiesImpact of long exhales on down-regulating the nervous system and improving moodImpact of microbiome composition on social decision makingThe connection between stress and empathyLink between empathy and inflammationSpecial Offer for ListenersJan-Philipp Martini, founder and CEO of Sapiens, is offering Transformative Leadership Conversations listeners a 20% discount on the Sapiens Stress & Resilience Diagnostic and Habit-Change Program, valid through the end of 2025.

    Start Up Podcast PH
    Start Up #297: Plantsville Health - Championing the Philippine Cinnamon Industry

    Start Up Podcast PH

    Play Episode Listen Later Nov 19, 2025 50:06


    November Canieso-Yoe is Founder at Plantsville Health. Plantsville Health is a fully registered, social enterprise company in the Philippines since 2017, championing the Philippine cinnamon. Plantsville Health develops, manufactures, and sells Philippine cinnamon products, buying the Philippine cinnamon that farmers have planted. Plantsville Health now has various food and non-food products available in stores nationwide. This episode is recorded live at the Bacolod Accelerator Hub (ALPHA Hub) in Bacolod City.In this episode:00:48 Ano ang Plantsville?02:25 What problem is being solved? 07:09 What solution is being provided? 19:58 What are stories behind the startup? 38:13 What is the vision? 45:20 How can listeners find more information?PLANTSVILLE HEALTHWebsite: https://plantsville-health.comFacebook: https://facebook.com/PlantsvilleHealthBACOLOD ACCELERATOR HUBFacebook: https://facebook.com/profile.php?id=61566996707356THIS EPISODE IS CO-PRODUCED BY:Yspaces: ⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠Apeiron: ⁠⁠⁠https://apeirongrp.com⁠⁠⁠Twala: ⁠⁠⁠https://twala.io⁠⁠⁠Symph: ⁠⁠⁠https://symph.co⁠⁠⁠Secuna: ⁠⁠⁠https://secuna.io⁠⁠⁠MaroonStudios: ⁠⁠⁠https://maroonstudios.com⁠⁠⁠AIMHI: ⁠⁠⁠https://aimhi.ai⁠⁠⁠CompareLoans: ⁠⁠⁠http://compareloans.ph⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠https://asklexph.com⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠http://argum.ai⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠https://cloverly.tech⁠⁠⁠BuddyBetes: ⁠⁠⁠https://buddybetes.com⁠⁠⁠HKB Digital Services: ⁠⁠⁠https://contakt-ph.com⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: ⁠⁠⁠https://onecfoph.co⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠https://unawa.asia⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠NutriCoach: ⁠⁠⁠https://nutricoach.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠Apple Podcasts: ⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠Facebook: ⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠Patreon: ⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠PIXEL: ⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠Website: ⁠⁠⁠https://phstartup.online⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠https://tasharivera.com⁠

    CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

    In this episode of CPM Customer Success, we explore OneStream's global research report, Finance 2035: Return to Investment, and what it reveals about the future of finance leadership. Drawing insights from more than 2,000 business leaders and investors, this episode breaks down the qualities of the Investable CFO, a finance leader who blends governance, growth, technology, and talent into a single strategic vision.  We discuss how unified data, intelligent automation, and real-time insight are becoming non-negotiable expectations for modern finance teams. You'll also hear a real-world transformation story from Johnson Outdoors, a global outdoor recreation company that modernized its consolidation, reporting, and budgeting processes through OneStream. Their journey highlights the trust, transparency, and agility that finance organizations must embody to thrive in the decade ahead. If you're a CFO, CAO, Controller, Finance Director, FP&A leader, or anyone navigating digital transformation in finance, this episode looks at what 2035 demands and what you can begin building today.

    CNBC’s “Money Movers”
    U.S.-Saudi Investment Summit, GM CFO, Alphabet's Threat to Nvidia 11/19/25

    CNBC’s “Money Movers”

    Play Episode Listen Later Nov 19, 2025 46:52


    Elon Musk and Jensen Huang take the stage at the U.S.-Saudi Investment Summit in Washington, DC. Outlining their visions for AI and cutting-edge tech. Then, the CFO of GM joins the show after presenting at a Barclays auto conference. His outlook on pricing and the impact of tariffs. Plus, the tech that Google used to build Gemini 3.0 could pose the biggest threat yet to Nvidia. Those details, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Direct Selling Accelerator Podcast
    EP 287: The L'BRI PURE n' NATURAL story with Brian Kaminski

    The Direct Selling Accelerator Podcast

    Play Episode Listen Later Nov 19, 2025 61:37


    What happens when two people decide to build the kind of company they always wished existed? In this episode, Sam sits down with Brian Kaminski, co-founder and CFO of L’BRI PURE n’ NATURAL, to unpack how he and his wife Linda turned decades of direct selling experience into a thriving business built on transparency, family values, and heart. Brian shares how a factory accident led to their discovery of aloe’s healing power, the challenges they faced starting L’BRI from their basement, and why people—not profits—have always been their focus. This conversation is packed with business wisdom, leadership lessons, and inspiring reminders about purpose, perseverance, and gratitude. We’ll be talking about: ➡ [0:00] Introduction➡ [2:37] Meet Brian Kaminski – Co-founder and CFO of L’BRI PURE n’ NATURAL➡ [3:00] Life, travel, and marriage ➡ [4:30] Secrets to a 48-year marriage and successful business partnership➡ [6:14] The early vision ➡ [7:25] Starting from the basement ➡ [9:00] Lessons learned from failures and how they shaped the company’s values➡ [10:22] Building a debt-free company focused on people over profits➡ [13:17] The healing power of aloe and how it became L’BRI's signature ingredient➡ [15:27] Why L'BRI formulates with aloe instead of water➡ [17:38] The original mission – Creating a home for direct sellers➡ [19:16] The evolution of L’BRI – Growth without investors or shortcuts➡ [23:00] Leadership lessons – The importance of personal development➡ [24:41] How Think and Grow Rich and Jim Rohn changed Brian’s life➡ [27:00] Recruitment, retention, and why L’BRI has no sales quotas➡ [29:00] The “Holiday Helper” promotion and L'BRI’s approach to supporting consultants➡ [31:25] Partnering with consultants instead of competing with them➡ [32:43] The changing face of direct selling and the affiliate trend➡ [34:26] Staying true to traditional values while adapting to change➡ [36:11] Creating a positive, people-focused company culture➡ [39:25] How a tattoo product became a surprise best-seller➡ [41:28] L'BRI’s famous sampling system and customer-first philosophy➡ [45:00] Using technology to empower consultants – The Skin Advisor tool➡ [48:39] Favourite Books – Think and Grow Rich (Napoleon Hill), The World Is Yours (Jim Rohn), More Than a Bag (Cindy Monroe)➡ [50:24] Favourite Quotes ➡ [56:20] Favourite Superpower➡ [57:17] Advice to Brian’s Past Self ➡ [1:00:00] Final thoughts Resources Recommended Book:➡ Think and Grow Rich – Napoleon Hill: https://amzn.to/3wp2JZL ➡ The World Is Yours – Jim Rohn: https://bit.ly/4nzdQr1 ➡ More Than a Bag – Cindy Monroe: https://bit.ly/48U2Y3c ➡ The Game of Life and How to Play It – Florence Scovel Shinn: https://bit.ly/43zlL0a Quotes:➡ “Tough times don’t last. Tough people do.” – Robert Schuller➡ “If you want things to change, you have to change.” – Jim Rohn➡ “Where energy goes, energy flows.” – Tony Robbins ➡ “Measure twice, cut once.” About our guest: Brian Kaminski is co-founder and Chief Financial Officer of L’BRI PURE n’ NATURAL, a Wisconsin-based cosmetics and wellness company he launched in 1998 with his wife, Linda. Born just two days apart from Linda in the same hospital, Brian and Linda were lifelong companions, eventually marrying in their early twenties. Before founding L’BRI, Brian worked in a foundry while supporting Linda’s early success in direct sales and learning the business behind the scenes. A pivotal moment in their journey came when Brian suffered serious burns from a molten metal accident. Conventional medical treatments were slow to heal his skin. Linda applied pure aloe vera gel topically, and his recovery improved markedly. That experience inspired the Kaminski’s to center their new company around aloe’s regenerative and soothing properties. Under Brian’s leadership on the financial and operations side, L’BRI has remained a privately held, debt-free business emphasizing transparency, consultant support, and product purity. The company uses a formulation approach called “Aloe-First,” where aloe vera is the predominant active base instead of water — a differentiator the Kaminski’s continue to champion. Over nearly three decades, Brian has helped steer L’BRI’s growth, maintain fiscal discipline, and ensure the business remains focused on empowering consultants and delivering trusted skincare. Connect with L’BRI PURE n’ NATURAL: ➡ Website: https://lbri.com/pages/our-story?als=lbricorp ➡ Facebook: https://www.facebook.com/LBRIofficial ➡ LinkedIn: https://www.linkedin.com/company/l%27bri-pure-n%27-natural/ ➡Instagram: https://www.instagram.com/LBRIofficial/ ➡ Pinterest: https://www.pinterest.com/lbriofficial/ ➡ YouTube: https://www.youtube.com/@LBRIofficial Connect with Direct Selling Accelerator: ➡ Visit our website: https://www.auxano.global/ ➡ Subscribe to Youtube: https://www.youtube.com/c/DirectSellingAccelerator ➡ Follow us on Instagram: https://www.instagram.com/auxanomarketing/ ➡ Follow us on Facebook: https://www.facebook.com/auxanomarketing/ ➡ Email us at communnity_manager@auxano.global If you have any podcast suggestions or things you’d like to learn about specifically, please send us an email at the address above. And if you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Are you ready to join the Auxano Family to get live weekly training, support and the latest proven posting strategies to get leads and sales right now - find out more here https://go.auxano.global/welcomeSee omnystudio.com/listener for privacy information.

    The Fintech Factor
    The Future of Issuing with Marqeta's CEO

    The Fintech Factor

    Play Episode Listen Later Nov 19, 2025 30:49


    Welcome back to the Fintech Takes podcast. I'm Alex Johnson, joined by Mike Milotich, CEO of Marqeta (who stepped into the role after serving as CFO,) and now leads a cloud based issuing platform approaching 400B in annual payment volume.  First up, we focus on Marqeta's platform. It's built out of configurable building blocks, and Mike gets specific about what that means in practice; walking us through clear examples, including how delivery platforms used virtual credentials to remove driver fraud, and how early BNPL providers relied on Marqeta to pay merchants behind the scenes (without integrating with every retailer). From there, we shift to agentic commerce and why the issuer's vantage point changes the conversation. Issuers face different constraints. They create the credential, set the controls, and carry the risk when something goes wrong. Mike unpacks how an AI agent could fund and configure a virtual card with narrow parameters so it can only execute the purchase the user intended, and how AI is being applied to fraud, risk, and disputes (plus how dynamic rewards will push cards toward real personalization). We also dig into the insights Marqeta is seeing across its network. BNPL is moving into more everyday categories as a cashflow tool. And SMBs are starting to treat modern payments as real operational leverage (because automated controls and real-time tools replace the manual work that used to eat their time).  For more insights, their 2025 State of Payments Report is linked below. Thanks for listening!   This episode was brought to you by Marqeta. Don't sacrifice agility for stability. With Marqeta, launch payments experiences that perform at scale and flex with your business. Learn more at https://marqeta.com/ftt Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Mike Milotich: LinkedIn: https://www.linkedin.com/in/mike-milotich-7b78402/ Access Marqeta's 2025 State of Payments Report here:  https://www.marqeta.com/asset/state-of-payments-2025 Follow Alex Johnson:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson X: https://www.twitter.com/AlexH_Johnson

    Accountant's Minute's podcast
    The Road to Advisory Excellence Starts Now

    Accountant's Minute's podcast

    Play Episode Listen Later Nov 19, 2025 34:26


    In this episode of Accountants Minute Podcast, Peter Towers unpacks why only 15% of SMEs currently see their accountant as a true Key Strategic Partner – and what you can do to change that. You'll discover how to reposition your firm from "tax return provider" to virtual CFO, delivering Financial / Commercial / Management Accounting advisory services that help SMEs survive, thrive, and scale up. Peter also shares practical insights on debtor management, cash flow, the innovation journey, and capital raising – and outlines how the ESS BIZTOOLS product packages (including a limited-time 75% Black Friday discount) can fast-track your road to advisory excellence. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube

    The Way I Heard It with Mike Rowe
    459: Steven Grayhm—Sheepdog

    The Way I Heard It with Mike Rowe

    Play Episode Listen Later Nov 18, 2025 93:53


    Mike meets actor, writer, and director Steven Grayhm, whose award-winning film Sheepdog is about to hit theaters. Steven breaks down how a three-hour ride with a tow truck driver led him on a 14-year odyssey to get to the truth about veteran post-traumatic stress. It's a conversation about grit, service, sacrifice, and the complicated realities faced by the men and women who stand their post long after the uniform comes off. Steven's passion for telling their stories with honesty and respect shines through every frame of Sheepdog, and every minute of this conversation. Big thanks to our terrific sponsors AuraFrames.com/Mike Use code Mike to get $45 off their best-selling Carver Mat frame. ZipRecruiter.com/Rowe to post a job for FREE. American-Giant.com/MIKE Use code MIKE to get 20% off your order. NetSuite.com/Mike Download the CFO's Guide to AI and Machine Learning

    This Week in Startups
    Archer buys an airport, Ramp's huge raise, RIP KitKat, Bezos returns to the C-Suite, and more | E2210

    This Week in Startups

    Play Episode Listen Later Nov 18, 2025 74:15


    *Are we finally reaching Peak eVTOL? Jason and Alex on Joby's big Abu Dhabi moves and Archer's purchase of LA's Hawthorne Airport.On a PACKED Monday TWiST, Jason is BACK from MENA and Tokyo. Hear tales from his whirlwind trips launching new Founder University satellite programs… and find out why construction and fintech are BOOMING across the Middle East.PLUS Ramp raised $300M… here's why Alex calls the round “pretty baller.” We question why AI companies are growing SO MUCH FOUNDER than their SaaS counterparts. We're digging into the Problem with Dropbox.AND we're saying goodbye to KitKat, the beloved SF bodega cat who was reportedly run over by a Waymo. Here's why Jason's not too broken up about it (but he's JUST JOKING!)

    Late Confirmation by CoinDesk
    THE MINING POD: TeraWulf Q3 Recap: Future AI Deals, Capital Structure, and the Future of WULF's BTC Mining

    Late Confirmation by CoinDesk

    Play Episode Listen Later Nov 18, 2025 39:37


    WULF's CFO joins the pod to discuss TeraWulf's Q3 earnings, financing strategy, and the future of its bitcoin mining business. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Patrick Fleury, CFO of TeraWulf, joins us to talk about WULF's Q3 where they booked their first AI revenue at $7.2 million, signed AI deals with FluidStack  and Core42, and how they're balancing their debt structure. Patrick also drops a provocative warning about Bitcoin's security: with US hashrate potentially dropping from 40% to just 5-10% by 2028, Bitmain could become the largest miner controlled by China, creating the only real vulnerability in Bitcoin's network. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • First AI revenue: $7.2 million in Q3 • 450MW contracted with FluidStack at Lake Mariner • 72.5MW deal with Core42 signed • Demand response revenue: $7.3-7.4 million Q3 • Adjusted energy cost: 4.7 cents per kWh • Current hashrate: 7.2 exahash Timestamps: 00:00 Start 02:57 Anthropic 05:50 Q3 summary 11:05 HPC & income margin 13:01 Designing capital raises 21:31 Balancing different debt instruments 25:50 Replacing ATM debt 29:07 Agreements 33:32 Bitcoin mining ops

    OneSharpSword
    Interview with Mark Schwartz

    OneSharpSword

    Play Episode Listen Later Nov 18, 2025 52:44


    From Law to Leadership: Building a Culture of Growth with Mark Schwartz In this episode of One Sharp Sword, host Dr. Wayne Pernell sits down with Mark Schwartz, CFO, attorney, and transformation leader, to explore how authentic leadership and curiosity create lasting organizational growth. Mark's career journey spans finance, corporate law, and large-scale manufacturing and supply chain transformation — leading companies from single-site operations to billion-dollar enterprises. Now, as CFO of a private equity–backed machine learning company in the retail supply chain space, he's helping consumer brands recover lost revenue and drive efficiency through transparency and trust. In This Episode, You'll Learn: ● How to lead through complex change and transformation ● Why culture always wins over blame ● The power of perspective in leadership communication ● Lessons from scaling manufacturing operations to global success ● How curiosity, clarity, and collaboration redefine high-performance leadership Key Takeaway: True leadership isn't about having all the answers — it's about creating alignment, learning from mistakes, and inspiring your team to grow.

    From Start-Up to Grown-Up
    #105 Legendary Kleiner Perkins Investor Shares the 3 “Whys” Every Founder Must Answer (Encore)

    From Start-Up to Grown-Up

    Play Episode Listen Later Nov 18, 2025 69:46


    Randy Komisar is an entrepreneur and investor at Kleiner Perkins.Previously, he was a co-founder of Claris Corp., served as CEO for LucasArts Entertainment and Crystal Dynamics, and acted as “virtual CEO” for such companies as WebTV and GlobalGiving. Randy also served as CFO of GO Corp. and as senior counsel for Apple Computer, following a private practice in technology law.Randy is a founding director of TiVo and serves on the Roadtrip Nation Advisory Board and Orrick's Women's Leadership Board. He is the author of the best-selling book,The Monk and the Riddle, as well as several articles on leadership and entrepreneurship. He is also the co-author of Straight Talk for Startups, the insider best practices for entrepreneurial success, Getting to Plan B, on managing innovation, and I F**king Love that Company, on building consumer brands.This conversation with Randy Komisar is just spectacular! We dive right into how he turned his interview with Neil Young from disaster to success, why growing up with a professional gambler sharpened his communication skills, the way that luck factors into your career, and the way to maximize your chances of serendipity coming your way.You'll learn pearl after pearl of wisdom from Randy in our conversation, including a crucial question he asks as an investor to any entrepreneur to assess what they're made of.Randy's such a great storyteller, and this discussion is not to be missed!Where to find Randy:Kleiner and PerkinsTimestamps:(00:00) The Neil Young interview disaster—and how Randy saved it(02:00) Throwing away the script and learning to “follow the spark”(03:15) Reading people: Randy's people-sense and street upbringing(04:00) Growing up with a salesman and professional gambler father(05:20) Lessons from watching gamblers: losing stories, tells, and ego(07:00) How his father's instincts shaped Randy's BS-detector in VC(12:35) Self-awareness, delusion, and Buddhism's core teaching(13:40) Coaching as holding up a mirror(14:20) Randy's winding path: from upstate NY to Brown University(15:55) Finding paradise at Brown: curiosity and lifelong learning(21:30) How meaningful small acts of encouragement can be(23:00) Enter Bill Campbell: how they met at Apple(34:00) The inner conflict: purpose vs. title(37:00) Managing through influence, not authority(39:30) Bringing the virtual-CEO model into venture capital(40:50) Success, skepticism, and earning trust at Kleiner(43:10) Why this? Why you? Why now?(44:30) “Is this worth failing at?”—the most important founder question(46:00) The gambler's wisdom: inviting luck(48:30) How to make yourself luckier (excellence, flexibility, humility)(50:10) Most great companies succeed with Plan B, not Plan A(51:30) A painful miss: the Juicero story(53:00) PR mismatch, press backlash, and the fatal Bloomberg articleConnect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from Amazon

    Entrepreneur Money Stories
    The Hidden Mistakes That Keep Your LLC Small (and How to Grow Into an S Corp) – Ep. 249

    Entrepreneur Money Stories

    Play Episode Listen Later Nov 18, 2025 12:24


    You've set up your LLC, you're running an established business, and things are moving along, but are your financial habits actually helping you grow and is your LLC protecting you the way you think it is?    In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., breaks down the five hidden mistakes that hold LLC owners back and shows you how to build the right habits to protect your business, pay yourself confidently, and prepare to scale into an S Corp when the time is right. Key Takeaways:  Separate Your Business and Personal Finances: Mixing personal and business expenses can "pierce the corporate veil" and undo your legal protections. Keeping everything separate not only protects your assets, it also keeps your books clean and your numbers clear. Pay Yourself Intentionally with Owner's Draws: If you're not paying yourself regularly, it's easy to dip into business funds without realizing it. Taking consistent draws helps you stay disciplined and sets the foundation for switching to payroll when you become an S Corp.  Save for Taxes Every Single Month: You pay taxes on your profits, not just what you take home. Setting aside 25–30% of your net income for taxes keeps you from being blindsided at tax time. Review Your Numbers Monthly: If you're not looking at your profit, cash flow, and expenses every month, you're running blind. Regular reviews help you catch errors, make smart decisions, and identify when it's time to level up to S Corp status. Keep Educating Yourself: Knowledge is power—and profit. Understanding deductions, tax rules, and best practices can save you thousands and help you confidently step into your CEO role. Topics Discussed: (00:00) Intro: What an LLC Is and Why It Matters for Your Taxes  (02:32) Mistake 1: Co-Mingling Business and Personal Funds  (03:40) Mistake 2: Not Taking Owner's Draws (03:24) Mistake 3: Not Saving for Taxes (05:16) Promo Break: Kickstart's "Check Your Books" Service (07:34) Mistake 4: Ignoring Your Numbers or Not Regularly Reviewing Financials (08:29) Deciding When to Elect for S Corp Status (09:04) Mistake 5: Not Educating Yourself (09:55) Real Life Client Success Story (11:12) Action Step: Audit Your Current Habits (11:47) Outro: Like, Share and Subscribe!   Related Episodes: YouTube Playlist | Small Business Tax Tips: Deductions, Entity Types, 1099s, & IRS Strategies Ep. 189 – LLC vs. S Corp: Which Is Right for Your Business? Ep. 115 – Entrepreneurs: Should You Go S Corp? Pros & Cons + Expert Insight   Resources: Check Your Books | kickstartaccountinginc.com/checkyourbooks    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

    Pocatello Business Podcast
    Building Businesses That Outgrow You — with Garrett Foster of Prevail Legacy Builders

    Pocatello Business Podcast

    Play Episode Listen Later Nov 18, 2025 29:52


    In this episode of The Idaho Business Podcast, Spencer sits down with Garrett Foster — a business builder, consultant, and founder of Prevail Legacy Builders — to talk about what it really takes to scale beyond self-employment. They unpack the transition from working in your business to working on it, the 80/20 rule of delegation, and why having the right people in the right seats can make or break your growth. Garrett shares his journey from the construction industry to providing fractional CFO, COO, and HR services that help entrepreneurs step out of the weeds and back into strategic leadership. Spencer and Garrett also dig into the personal side of scaling — the mental and emotional challenges, the importance of systems, and how adversity can actually make you a stronger, more intentional leader. If you're ready to grow a business that can thrive without you, this episode is packed with insight, experience, and practical tools to help you do just that.   If you are feeling the love, make sure to subscribe, rate, and review on iTunes, Spotify, YouTube, or wherever you are!! If you'd like to be featured on an episode go to theidahobusinesspodcast.com to APPLY! Apple Podcasts Spotify YouTube

    After Earnings
    NiCE's CFO Beth Gaspich on AI, Acquisitions and the Future of Customer Experience

    After Earnings

    Play Episode Listen Later Nov 18, 2025 27:45


    On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company's approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE's nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth's career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices

    CruxCasts
    DRDGOLD Limited (NYSE:DRD) – Leadership Transition as R8 Billion Growth Plan Accelerates

    CruxCasts

    Play Episode Listen Later Nov 18, 2025 25:38


    Interview with Riaan Davel, CFO, and Henriette Hooijer, CFO Designate and GM: Finance of DRDGOLD Ltd.Our previous interview: https://www.cruxinvestor.com/posts/drdgold-nysedrd-moving-towards-200000-oz-gold-production-from-tailings-8411Recording date: 17th November 2025DRDGOLD Limited, a 130-year-old South African gold mining company, is executing a carefully orchestrated leadership transition as CFO Riaan Davel prepares to hand over responsibilities to Henriette Hooijer on February 1, 2026. The succession, built on a 20-year working relationship including nine years together at DRDGOLD, reflects the company's commitment to maintaining strategic continuity as it pursues ambitious growth plans.The company operates a distinctive business model focused on surface tailings retreatment—processing historical mining waste to extract gold while simultaneously remediating over a century of environmental damage. This "mega volumes, nano recovery" approach processes material containing just 200 parts per billion of gold, demonstrating that environmental restoration and economic viability need not be mutually exclusive. As Davel explains, "We own waste essentially. So how do we make the most of that?"DRDGOLD's disciplined execution has generated impressive results. Market capitalization has grown to approximately $2 billion, enabling capital deployment of roughly 10 billion rand in recent years, with another 8 billion rand planned over the next three years. This investment is building infrastructure designed for 20-40 year operational lifespans at operations like Far West, while repositioning the older Ergo facility for improved cost efficiency.Despite favorable gold prices—currently around 2.2 million rand per kilogram versus 600,000 rand when Far West was initially planned- management maintains the cost discipline developed during tougher market conditions. The company has paid dividends for 18 consecutive years while internally financing major capital projects, balancing stakeholder interests through what Davel describes as keeping "all your stakeholders equally unhappy" to optimize long-term resource extraction over short-term profit maximization.Looking ahead, DRDGOLD is exploring expansion opportunities across Africa and potentially South America, considering partnerships with established operators in unfamiliar jurisdictions while maintaining gold as its primary focus. Hooijer's operational project experience, combined with Davel's continued 12-month consulting support, positions the company to execute its Vision 2028 strategy while exploring how its proven retreatment model might address tailings challenges for major mining companies globally.View DRDGOLD's company profile: https://www.cruxinvestor.com/companies/drdgold-limitedSign up for Crux Investor: https://cruxinvestor.com

    CFO 4.0
    251. CFO 4.0 Revisited: What are Boards looking for in a CFO? with Patrick Dunne

    CFO 4.0

    Play Episode Listen Later Nov 18, 2025 33:42 Transcription Available


    Send us your thoughtsIn the second instalment of our CFO 4.0 Revisited series, we return to a conversation that first aired as the twentieth episode of the podcast. Hannah Munro sits down with Patrick Dunne, now an experienced chair and influential voice across business and social enterprise, to explore what boards truly expect from a modern CFO.This episode offers a clear, direct view of boardroom dynamics and the realities of senior leadership. Patrick sets out what a strong board and CFO relationship looks like, the qualities that boards value most, and where new finance leaders often fall short. He also tackles the balance of the CEO and CFO partnership, how trust is built or lost, and whether a strained relationship can ever be repaired.Key themes include• The hallmarks of an effective board and CFO relationship • What boards genuinely want from their CFO • How to make a strong start with your board • The role and boundaries of the CEO and CFO partnership • Whether damaged senior relationships can be rebuilt • Practical guidance for new CFOs looking to set the right toneLinks mentionedContact Patrick on LinkedIn  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

    Keep What You Earn
    Your Stress-Free Guide to Year-End Financial Planning

    Keep What You Earn

    Play Episode Listen Later Nov 17, 2025 15:55


    In this episode, I'm sharing practical, tactical advice to help you manage your year-end finances with confidence. It's easy to feel rushed this time of year, but slowing down and focusing on a few key tasks can make all the difference. I walk you through three essential steps: catching up on bookkeeping, finding and securing the right tax professional, and organizing your W-9s for 1099 filings. Tune in to take the stress out of year-end and set yourself up for a strong start to the new year.   What you'll hear in this episode: [00:45] End-of-Year Productivity Tips [2:15] Financial Tasks to Complete Before Year-End [05:50] Securing Your Tax Professional [09:10] Review Vendor Payments for 1099s   If you like this episode, check out: Essential W-9 Practices for Compliance Why The Rich Pay No Taxes and You Feel Left Out Don't Speed If You Can't Afford a Ticket   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    Crush the Rush
    587 - The Mastermind Model Is Broken — Here's How We Fixed It (Behind the Scenes Series: Part 1 of 3)

    Crush the Rush

    Play Episode Listen Later Nov 17, 2025 20:38


    In this week's pep talk, I am sharing what I've learned from rebuilding the mastermind model into something more sustainable, more supportive, and far more effective — and how you can use the same framework to create programs that actually move people forward. In today's episode, I share:02:30 – Why the mastermind model is broken (and what finally pushed me to evolve it)02:47 – The difference between learning vs. doing — and why proximity alone doesn't create results03:05 – How the Collective Co-Op was built to help women scale smarter, not harder03:27 – Why I stopped launching constantly and built a longer-term, implementation-first container04:06 – The problem with idea overload — and why most people need accountability, not more content05:32 – The rhythm entrepreneurs crave: seasons of focus, rest, and sustainable growth06:16 – Why structure — not access — is what actually moves clients forward07:02 – How our members get support from a full expert team (CFO, CMO, strategist, ops, and me)07:32 – The SHIFT framework and how it creates rhythm, belonging, and real results07:57 – S: See Them — personal onboarding, human connection, and feeling known09:38 – H: Hold Space — how themed weekly office hours create predictability and safety10:22 – How support is designed for every personality type (introvert, extrovert, analytical, creative)11:05 – I: Integrate Tools — blending AI with human strategy for faster, smarter implementation12:17 – Real examples of how our AI squad does 60% of the heavy lifting12:37 – Why the remaining 40% (human support) is what creates true momentum13:03 – F: Foster Growth — how real-time feedback loops improve the program continuously13:44 – How alumni return to mentor, collaborate, and stay part of the community14:12 – T: Track Progress — the weekly scorecard that changes everything14:31 – The power of identifying one win each week to shift momentum15:12 – Why growth is about rhythm, not sprinting — and how the framework creates breathing room15:49 – How you can borrow this structure for your own programs right now16:13 – The heart behind the co-op: a place where women grow sustainably and joyfully16:42 – What's coming in Part 2 of this behind-the-scenes series for next week 

    Liquid Assets: A Beverage Industry Podcast
    The five things that will make or break the craft spirits industry

    Liquid Assets: A Beverage Industry Podcast

    Play Episode Listen Later Nov 17, 2025 60:19


    Craft spirits companies have seen an abrupt shift in fortune. Loaded with debt, rising cost of goods sold, and declining demand, many are struggling to survive. With help from our expert panel, we explore the greatest challenges craft distillers are facing and some of the financial and strategic decisions that could prove the difference between closure and living to sell another year. Guests on today's episode:  Maria Pearman – Advisory Partner / fractional CFO, GHJ  Margie Lehrman – CEO, American Craft Spirits Association Becky Harris – President & Chief Distiller, Catoctin Creek Distilling Company.    Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: bourcard.nesin@rabobank.com Check out the rest of our written research: rabobank.com/knowledge   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

    Club Capital Leadership Podcast
    Episode 515: On Annual Planning - A Guide to 2026

    Club Capital Leadership Podcast

    Play Episode Listen Later Nov 17, 2025 16:28


    "It's just too complicated. Just too complicated, which kind of comes when you are late to the game in planning, you don't involve your team, you don't check your assumptions, you don't have a plan in place."Bradley shares his biggest annual planning mistakes from his early years as a business owner and walks through the exact step-by-step process he now uses with clients to create effective, executable annual plans. Plus, he invites you to join the free 2026 Annual Planning Workshop on December 2nd.Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure...

    CFO at Home
    224. Level Up your Finances Part 1 - Breaking the Cycle

    CFO at Home

    Play Episode Listen Later Nov 17, 2025 32:07


    On this episode of CFO at Home, Vince·s guest is Justin Bennett, a financial coach with a remarkable story of overcoming his own financial challenges, including how he overcame being over $100,000 in debt, to achieve financial freedom. With a focus on awareness and knowledge, Justin outlines the first two levels of his proven system for financial success, emphasizing the importance of tracking expenses and budgeting proactively. Through sharing stories and practical advice, Justin provides inspiration to take control of your finances and make informed decisions. For more insights from Justin, check out his work at levelupyourfinances.com Key Topics: The Journey from Debt to Financial Freedom Understanding the Impact of Daily Financial Choices The Importance of Awareness in Financial Management Budgeting: Proactive vs. Reactive Approaches Real-Life Examples of Financial Transformation Steps to Achieve Financial Freedom Key Links: Level Up Your Finances JustinBennettFinances | Facebook Justin Bennett (@justinbennettfinances) • Instagram  Linkedin.com/in/justinbennettfinances/ Contact the Host - vince@thecfoathome.com Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

    Run The Numbers
    Grindr's $0 CAC Secret from the CFO Who Launched Disney+ | Vanna Krantz

    Run The Numbers

    Play Episode Listen Later Nov 17, 2025 51:43


    In this episode of Run the Numbers, CJ Gustafson sits down with Vanna Krantz, former CFO of Disney+ and Grindr, to explore what it takes to lead finance through massive inflection points. Vanna reflects on building Disney+'s subscription model from scratch under Bob Iger's leadership and the pressure of launching a global product with no precedent. She discusses forecasting as both science and art, and the importance of appreciating high-stakes moments amid chaos. Shifting to Grindr, Vanna breaks down how the company went public with remarkable efficiency—boasting 40% EBITDA margins and under 200 employees—and how she modeled for a user base that consistently churns and returns. She also opens up about career longevity, work-life balance, and helping women find sustainability and acceleration in leadership.—LINKS:Vanna on LinkedIn: https://www.linkedin.com/in/vannakrantz/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Monetizing Community Engagement: The Business of Fitness with Strava CFO Lily Yanghttps://youtu.be/zlLb5yZDKQE“Let's Just See What Breaks” — Intuit's CFO on Being a Disruptor When You're Already the Incumbenthttps://youtu.be/Le1D9HXHvGI—TIMESTAMPS:00:00:00 Preview and Intro00:03:02 Sponsors – Aleph, Fidelity Private Shares, and Metronome00:06:09 Meeting at A16z and Disney Plus Discussion00:07:13 Interviewing with Bob Iger and Joining Bamtech Media00:10:43 Forecasting the Unknown at Disney Plus00:13:01 Launch Strategy – Mandalorian and Retention00:15:15 Sponsors – Mercury, RightRev, and Tipalti00:19:23 Forecasting, Retention Curves, and the Art vs. Science Balance00:22:20 Lessons in Art and Science of Finance at Disney00:25:08 Launch Day Chaos and the Disney Plus CDN Outage00:26:24 Celebrating the 10 Million Subscriber Milestone00:27:21 Grindr IPO and Financial Discovery00:32:42 Active User Metrics and Reactivation Trends00:34:29 Seasonality and Human Behavior in App Usage00:36:02 Free vs. Paid Users and Revenue Optimization00:38:21 Pricing Strategy and Global Monetization00:40:23 Women in Leadership and Staying in the Game00:43:30 Work–Life Balance and Career Seasons00:46:12 Wisdom, Experience, and Staying in the Game00:50:08 Finance Stack, Craziest Expense, and Closing Remarks—SPONSORS:Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.—#RunTheNumbersPodcast #CFOInsights #DisneyPlus #GrindrIPO #Leadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

    Cultivating Business Growth
    #175: One Big Beautiful Bill Tax Changes 2025

    Cultivating Business Growth

    Play Episode Listen Later Nov 17, 2025 34:49


    Jaime Staley is joined by partner and CFO, Katina Peters, to break down what's actually changing, who may benefit, and how to start planning before year-end instead of being surprised next April. In this episode, we cover: How the 2025 tax brackets and standard deduction look under the new bill "No tax on tips" and "no tax on overtime" - who qualifies and what the limits are Updates to the child tax credit, senior deduction, SALT cap, and estate & gift tax exemption Key small business changes, including QBI, bonus depreciation, Section 179, and more What Trump child accounts are, how they work, and why starting early can matter Why proactive mid-year and year-end tax planning is still essential If you're wondering how the Big Beautiful Bill might affect your 2025 tax return or your business, this conversation will give you a clear starting point and the right questions to take to your tax advisor. This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Please consult your tax professional about your specific situation.

    Secrets of Rockstar CFOs
    Transformational Leadership in the Digital Age with Jennifer Langton

    Secrets of Rockstar CFOs

    Play Episode Listen Later Nov 17, 2025 55:52


    Transformational leadership takes on new meaning in this conversation with Jennifer Langton, former CFO of Atari and Senior Vice President of Player Health Innovation at the NFL. Jennifer shares how she turned her career into a masterclass in innovation—leveraging data, authenticity, and purpose to drive change across industries. From breaking barriers as a young athlete to reshaping player safety through analytics, her journey is a study in how courage and conviction create lasting impact. This episode offers timeless lessons on leading with integrity, connecting through trust, and transforming challenges into opportunities.

    Entrepreneurs on Fire
    Tax Strategies Most Entrepreneurs Miss with Shannon Weinstein: An EOFire Classic from 2022

    Entrepreneurs on Fire

    Play Episode Listen Later Nov 16, 2025 21:50


    From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher. Top 3 Value Bombs 1. Hire a pro who'll teach you how to implement and execute strategies. 2. Make sure your tax professional is a good match for you. You have to invest in engaging with that person and making sure you're part of the conversation and decision-making. 3. Tax strategy is about playing to win the game and build wealth. We help you Keep What You Earn - Keep What You Earn Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.

    John Solomon Reports
    Fiscal Cliff: The Trillion Dollar Dilemma And Common Sense Solutions for Government Spending

    John Solomon Reports

    Play Episode Listen Later Nov 14, 2025 46:54


    In this episode, we tackle the pressing issue of government spending and fiscal responsibility with Congressman Jimmy Patronis. As we approach a potential fiscal cliff, we discuss the urgent need for efficient governance and the opportunities for the Republican Party to make impactful changes. Congressman Patronis shares insights from his experience as Florida's CFO and the lessons learned about managing taxpayer dollars effectively. We explore topics such as the inefficiencies in government programs, the need for accountability, and the stark contrast between red and blue states in fiscal management. Later, John Deaton, a former federal prosecutor and U.S. Marine veteran, who is running for the U.S. Senate in Massachusetts against incumbent Ed Markey, shares his insights on the current political landscape, the challenges facing Massachusetts, and his vision for a Republican resurgence in the state. He discusses the importance of addressing housing affordability, energy prices, and restoring faith in American institutions. Finally, it's AMAC Friday, we welcome back Bobby Charles, the national spokesman for the Association of Mature American Citizens. Join us as we discuss the importance of lawfulness in America, the normalization of values, and the pressing issues facing states like Maine. Bobby shares his insights on the current political landscape, the need for accountability, and how trust in government can be restored.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.