Podcasts about cfo

The largest wealth transfer in human history is already underway - and women are positioned to inherit the majority of it. But most women aren't prepared for what's coming, and the implications extend far beyond individual bank accounts. In this transformative episode, I sit down with Chelsea Williams, fractional CFO and self-proclaimed "money whisperer," who reveals the shocking truth about women's exclusion from the financial system and why the next 20 years will reshape society itself. Chelsea accidentally discovered accounting in college when everyone told her to avoid it. That "mistake" led to a career revelation: she had a natural gift for numbers, but more importantly, she understood that money conversations needed a completely different approach - especially for women. Episode Highlights: The Historical Context Most Women Don't Know Chelsea breaks down the "financial algorithm" - how the financial system was built by and for white male property owners for 99% of its existence. Women couldn't even get credit cards without male co-signers until 50 years ago. We were literally listed as assets on men's financial applications. The Coming Wealth Revolution, as baby boomers pass away over the next two decades, trillions of dollars will transfer to their heirs - with the majority going to women. This represents the first time in history that women will control this level of wealth, but it also threatens to dramatically widen the wealth gap. Why Women Handle Money Differently Research shows that when women control financial resources, entire communities benefit. We're natural multipliers - whatever you give us, we make it grow and share it. But we've been taught to negotiate and invest using masculine strategies that don't align with our strengths. A Revolutionary Social Impact Vision Chelsea shares her groundbreaking project: converting vacant nursing homes (left empty as boomers pass away) into supportive community living spaces for single mothers, complete with financial literacy programs, childcare, and mentorship. It's a perfect example of how women can use inherited wealth to create systemic change. The Skills We Need Now Financial literacy isn't optional anymore - it's essential preparation for this generational shift. But Chelsea emphasizes we don't need to become masculine to succeed. We need to lean into our natural strengths while building competency in negotiation, investment strategy, and wealth management. What You'll Learn: Why the wage gap is partially about skills we were never taught (and how to close it) The generational patterns embedded in women's DNA around money How to prepare yourself and your business for unprecedented economic change Why supporting other women isn't just nice - it's strategically essential The balance needed as men navigate their changing role in this new paradigm   This conversation will fundamentally shift how you think about money, opportunity, and your role in the largest wealth transfer in human history. The future truly is feminine - but only if we step into it with intention and preparation. Guest Bio: Chelsea Williams is a fractional CFO, money strategist, and founder of Money Mastery. With over a decade of experience working with entrepreneurs and individuals on their finances, she's discovered that money conversations are "always and never about the money." Her mission is to splash color on the traditionally black-and-white topic of finance, especially for women preparing for unprecedented economic opportunity. Resources Mentioned: "The Soul of Money" by Lynn Twist Money Mastery website: https://www.moneymastery.work/  Financial literacy resources for women Domestic violence support organizations   Connect with Chelsea: Website: https://www.moneymastery.work/. Sign up for her newsletter to stay updated on the nursing home conversion project and receive wealth transfer insights. Connect with Sarah Walton: Website: https://sarahwalton.com/  Abundance Academy: https://sarahwalton.com/abundance-academy/  Social Media: https://www.instagram.com/thesarahwalton/  You can check out our podcast interviews on YouTube, too! http://bit.ly/YouTubeSWalton  Thank you so much for listening. I'm honored that you're here and would be grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking "Write a review." Then, we'll get to inspire even more people! (If you're not sure how to leave a review, you can watch this quick tutorial.)

In this episode of Accountants Minute Podcast, Peter Towers, Founder and Managing Director of ESS BIZTOOLS, explores how accountants, bookkeepers and business advisors can offer powerful value to SME clients through capital raising advisory services. Peter explains the immense opportunity in helping SMEs raise funds through Crowd-Sourced Funding (CSF) Equity Raising and Early-Stage Innovation Company (ESIC) status. These services not only help clients grow without debt but also open new revenue channels for your firm – such as virtual CFO roles and strategic advisory board positions. You'll gain insight into: ✅ How to guide clients through the CSF and ESIC processes ✅ Eligibility rules, documentation requirements, and ATO/ASIC compliance ✅ Why most CSF applications are rejected – and how to help your clients avoid that fate ✅ How your firm can differentiate and grow with these services You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube    

Administrar uma empresa de transporte rodoviário exige uma gestão precisa de frota, custos e logística para garantir a operação eficiente. A manutenção de cada veículo é rigorosamente controlada, com foco na qualidade do serviço e no conforto do cliente. A gestão de combustível e a renovação da frota são essenciais para a sustentabilidade financeira. Além disso, o planejamento detalhado das rotas e a atenção ao atendimento ao cliente garantem uma experiência de viagem segura e confortável. A combinação de tecnologia, processos eficientes e um atendimento humanizado é fundamental para o sucesso da operação.Participantes:Tarcísio Santana, CFO, Satélite Norte.Host(s):Cassio Politi, Apresentador, Tracto.Ceres Mussnich, Business Development Manager, Forvis Mazars.

Shannon shares her transformative experience at the Acquisition.com scaling workshop. She discusses the critical need for business owners to hire individuals who are smarter and more skilled in specific areas to unlock growth and enterprise value. Shannon emphasizes the importance of moving from a control-centric mindset to empowering leaders within your organization, providing them with the tools and environment to succeed. Tune in to learn how this approach can propel your business forward, enhance team dynamics, and foster rapid, sustainable growth.   What you'll hear in this episode: [0:45] Lessons from the Acquisition.com Workshop [1:55] The Importance of Hiring Smarter [3:30] Challenges of Delegating Control [5:45] Empowering Leaders in Your Business [7:30] Creating a Growth-Oriented Environment [10:35] Conclusion and Cash Flow Management   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.

Wondering how to build an M&A team that will help you maximize your business's value? In this episode, Dustin Williamson, CFO, discusses the importance of seeking good advice from experienced professionals. He highlights the critical stages of the M&A process, including the need for financial advice, investment banking, and legal counsel who specialize in M&A.   View the complete show notes for this episode.   Want To Learn More?  The Role of Accountants When Selling Your Business The Role of M&A Lawyers When Selling Your Business Do I Need to Hire a Local Business Broker? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

En Empresas con Identidad conocemos a José Coll, CFO de Catalyxx. Compañçia especializada en transformar bioetanol en químicos sostenible. Y en Digital Business ponemos el foco en la Tokenización de activos con Jaime Silio Delibes, Head of Innovation & Transformation Securities Services en BME, Grupo SIX; Ángel Luis Quesada Nieto, Ceo y fundador de Onyze y con Javier de Alfonso, Head of Advisor en OpenBrick.

Nach 2013 und 2019 haben wir es wieder geschafft - ATVISIO wurde erneut als TOP CONSULTANT 2025 ausgezeichnet. Die Bewertung erfolgte durch eine unabhängige Kundenbefragung durch Prof. Dr. Dietmar Fink. In dieser besonderen Folge teilt Peter Bluhm seine Freude über diese Auszeichnung und erklärt, was sie für das Team und die Kunden von ATVISIO bedeutet.

In this episode of the Startup CEO Show, Mark MacLeod sits down with Mark Bordo, co-founder and CEO of Vetster, to explore the world of pet telemedicine and marketplace businesses. Bordo shares the origin story of Vetster, born from a personal need and launched just before the COVID-19 pandemic. He discusses how the company quickly scaled across North America, balancing supply and demand in the veterinary marketplace.Bordo offers valuable insights into building and growing a successful marketplace business, emphasizing the importance of data-driven decision-making and continuous optimization. He also touches on the challenges of regulatory environments in different states and provinces, and how Vetster navigates these complexities. The conversation delves into Bordo's 25-year journey as an entrepreneur, highlighting lessons learned and strategies for personal growth that have enabled him to stay ahead of his rapidly expanding businesses. From the intricacies of customer acquisition to the evolution of marketing strategies in the age of AI, this episode is packed with practical advice for aspiring and seasoned entrepreneurs alike. Tune in to gain valuable knowledge on building and scaling a marketplace business in today's dynamic digital landscape.-------------------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Contact Mark: https://markmacleod.me/

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever wonder what separates a $1M agency from a $30M agency? It's not just better SEO or more employees. It's how you run the business behind the scenes. We sat down with today's featured guest to dig into what's powered his insane growth from barely crossing seven figures back when we first met… to now staring down $35–$40 million in pure service revenue. He's sharing some great advice on the evolution of his role as CEO, his new-found love for podcasting, and all kinds of golden nuggets for agency currently in the “no man's land”. Chris Dreyer is the CEO of Rankings.io, a law firm marketing services agency that delivers exceptional results for attorneys without compromising on customer service. He'll discuss his agency's substantial growth from under a million to over $30 million in revenue, his reliance on data and key performance indicators (KPIs), the transformative role of AI in various aspects of his operations, the importance of in-person client meetings for building relationships, and much more. If you're still guessing your numbers or putting off tracking your team's time — you'll want to pay attention. In this episode, we'll discuss: The CEO's true job. Hidden agency growing pains. The key to client happiness. In-person hustle and outbound sales. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Why Data Became Like a Religion Back when Chris and I first locked ourselves in a tiny Atlanta room for a workshop, Rankings.io was barely peeking over the $1M mark. He was still deciding who to serve and how. Fast forward about 8-9 years to today, and he says there's no bigger reason for his success than his top-to-bottom data obsession. Most agency owners track just enough to feel busy: a few pipeline numbers, maybe close rates if they're fancy. But Chris tracks everything. He knows the lifetime value of a client paying $5K a month versus $10K a month. He knows exactly how each account manager's retention rate impacts revenue. He even scores sales reps like a fantasy football league. And it's not just vanity metrics. If an account manager is great at keeping clients but terrible at preserving the original retainer size, they fix it. If time tracking shows poor utilization? They fix it. It's relentless. The big unlock for him was getting a real CFO to build this machine — and shifting from QuickBooks to more robust systems like Sage. No more flying blind or hoping for the best. If you don't know your LTV, churn, win rates, and retention by the exact dollar, you're leaving growth up to luck. How AI Became His Secret Weapon (and Why You Should Care) Most agency owners dabble in AI: a blog here, a few prompts there. Chris has gone full cyborg. Every single month, his team uploads their entire reporting package into ChatGPT. They don't just glance at dashboards — they get an AI board of advisors that points out trends, flags issues, and even suggests campaigns based on sales funnel leaks. If they have clients applying but not booking, the AI says: launch a re-engagement sequence. If they're not sure why the expense spike looks off, the AI will cross-check it with your event calendar. Chris used to hate looking at financials — now AI does the heavy lifting. When it comes to AI agents, they're not doing as much and prefer to use AI assistants for content, link building, and optimization. He even has an AI board of advisers with different personalities. This isn't replacing people. It's leveling them up. It's like strapping a rocket to every role — so you can do more without burning out your team. If you're not leaning on AI for context and next steps, you're probably making slower (and worse) decisions than your competitors. The CEO's True Job: Gotta Catch ‘em All Now that he's running an agency pushing $40M in service revenue (not pass-through, real revenue) Chris defines his role as: “Playing people Pokemon. Gotta catch ‘em all. I get the clients, and my president keeps them.” He sets the vision, runs point on marketing and sales, hosts the podcast, and stays the face of Rankings.io. Meanwhile, his right-hand man, Stephen, owns retention and delivery. This split lets Chris hunt big opportunities without getting bogged down in fulfillment fires. It's the perfect example of how an owner's role must evolve. If you're still stuck in the weeds, wearing every hat, and calling that “leadership” — you're capping your agency's growth. The goal isn't to do everything. It's to build a team that does everything better than you ever could alone. And Chris's story is living proof. The Hidden Growing Pains Nobody Warns You About Ever heard of the dreaded “no man's land” for agencies? For Chris, it began after he crossed the $8M to $10M mark and things got painfully awkward fast. In this stage, you're forced to hire the roles that don't directly bring in revenue: HR, finance, middle managers. Suddenly, your once-scrappy margins start leaking everywhere. It feels counterintuitive, all these new salaries, and yet no extra billables. But here's the catch: this is the awkward but necessary step that'll set you up with the infrastructure to move from $10M to $15M, $20M or beyond. This is generally the zone where you feel like an imposter CEO — one foot in the hustle, one foot in the corporate world you swore you'd never build. The truth is, every growing agency owner faces this inflection point. And if you get it right, you build a structure that can handle scale. If you get it wrong, you risk staying stuck at the same revenue ceiling year after year. You Can't Turn It Off — And Maybe That's Okay Most founders agree they find it difficult to turn their business brain off, and honestly, they don't want to. Business is the hobby. While their kids are at soccer practice, their brain is rewriting the service agreement or tweaking a proposal. Sure, there's a cost. Vacations come with podcast episodes in the car. Weekends sometimes mean scanning P&L spreadsheets. But, as Jason and Chris admit: the key to staying sane isn't to “balance it perfectly” — it's to have the right partner who gets the obsession. Because when you're building a business that supports dozens, even hundreds of families, switching it off just isn't realistic. So you find the support system that lets you go all in and come home for dinner. Why Core Values Actually Matter Early on, you might roll your eyes at “company core values.” Chris admits he did and saw it as just a lot of fluff. But once you're managing 50, 100, or more people, vague values don't cut it — you need a shared language to protect the culture. His agency now runs on three non-negotiables: Excellence (do great work, always) Execution (don't just talk, get it done) Grit (stick with hard things for the long haul) While he used to rely on platitudes like “team player” — he sees now that the wrong person will be weeded out fast as long as the core values are clear. He also bails at the mention of “work-life balance” in an interview. Because for this team, the culture is built for people who like working hard. The Surprising Key to Client Happiness Think your killer case studies will keep clients happy forever? Think again. Client happiness is very subjective and your biggest churn risk isn't bad work — it's bad relationships. Sure, you can track Net Promoter Scores all day. But real retention comes from catching early warning signs, which Chris calls “saves”. A client going quiet, missing calls, or hinting they're not vibing with an account manager should be signs to take action, if you start tracking them, as he has. And here's the overlooked move more agencies need to revive: visit your clients in person. Everyone's got Zoom fatigue. Booking a flight and breaking bread goes a long way toward making you not just a vendor, but a trusted partner. How In-Person Hustle and Outbound Hunting Keep You on Top Even with all the fancy dashboards, AI copilots, and mega forecasting tools, Chris and his president still jump on planes to shake hands with clients. They even budget for it. When you're running a high-ticket service where each client can be worth $125,000 or more over their lifetime, dropping a couple grand to show up in person is a no-brainer. It's how you show you care more than the next guy who's sending templated emails and hiding behind Slack. Chris's take is simple: Want to stand out? Do what you say you're going to do. Show up. Make your clients look like heroes. When a big-name CEO flies out to see you — even if you didn't sell them the deal — you remember that. Big relationships should get the handshake treatment. Using AI for Confidence in an Agency Acquisition Chris didn't buy another agency until he was already pushing $30 million, while most owners pull that trigger way earlier to leapfrog plateaus. Why wait? According to Chris, he didn't have the confidence to do it. Until AI changed that. He used ChatGPT to run diligence questions, draft the LOI, check for financial holes, and sanity-check the entire earnout structure. Sure, he has a great CFO — but that AI second brain made the whole thing faster and way less intimidating. Now that he's got the first deal under his belt, he's hungry for more. That's how scale works: get clarity, take the shot, rinse and repeat. Pro tip: If you're scared to buy, partner, or hire, dump your numbers into AI. Ask it what it would worry about if it were buying you. It'll show you every skeleton in the closet — so you can fix them now. Why Outbound Sales is Your Insurance Policy Chris used to be very resistant to doing outbound but now it is saving him from the Google rollercoaster. Inbound is sexy when it works. But we all know it can be feast or famine. Algorithms change. Referrals dry up. And you're stuck hoping this month's pipeline looks like last month's. After getting tired of hoping, Chris built an outbound team that's now about 30 people deep. He's got BDRs making 50 high-quality calls a day, sending out handwritten notes with books, running multi-channel outreach, and gifting prospects to cut through the noise. Each practice area has its own sales enablement rep feeding lists, building sequences, and arming the closers with context. It's consistent and it means Rankings.io can hunt, not just fish. Big lesson: if you don't control at least three lead sources (inbound, outbound, and strategic partners), your agency's growth is on borrowed time. Don't put all your eggs in Google's basket. Outbound is insurance. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

The number one thing listeners of the pod ask me for is to flip the script and let someone interview me. I've historically been reluctant to do it because it feels little self aggrandizing or whatever the term is. But you gotta give the people what they want.On this episode my friend Mike Wu, founder of Hire Frame, interviews me on my transition to full time content creation. We talk about* How I sold a company as CFO, and then fired myself immediately* Why having supportive partners in any entrepreneurial endeavor is the real key to success* How I came up with the idea for my second newsletter Looking for Leverage.Mike's a gracious host and shout out to him for letting me share this with my audience. Mike's Podcast: What Worked on Spotify | Apple | YouTubeMike's Company: Hire FrameRun the Numbers is brought to you by Zenskar.Zenskar is an AI-powered order-to-cash platform that automates billing, revenue recognition, and SaaS reporting — no spreadsheets, no engineering required. Built for modern B2B companies, Zenskar supports any pricing model: subscriptions, usage-based, or complex custom contracts.Step into the future of finance today. Visit zenskar.com/rtn and book a demo! Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of "The Roofer Show," host Dave Sullivan sits down with Aaron Hockel from Alta Vista Strategic Partners to discuss the significant challenges roofing contractors are currently facing. They delve into topics such as why fewer homeowners are interested in roof replacements, how rising interest rates are making things more challenging, and what increased competition means for everyone in the industry.Aaron offers some practical advice on how contractors can adapt, such as stepping up their digital marketing efforts, branching out into new services, and ensuring their online presence stands out. Dave also emphasizes the importance of responding to leads promptly and being proactive in reaching out to potential customers.Tune in to hear helpful resources for contractors and how consistent marketing and staying flexible are key to keeping your business growing, even as the market changes.What you'll hear in this episode:Current challenges facing roofing contractorsDecreased homeowner interest in roof replacementsImpact of rising interest rates on project initiationIncreased competition from financially robust companiesImportance of adapting marketing strategies to changing market dynamicsRole of SEO and online presence in lead generationInfluence of AI tools like ChatGPT on consumer behaviorNecessity of diversifying review platforms for better visibilityStrategies for proactive lead follow-up and networkingImportance of consistent effort and staying informed about industry changesResources:Connect with Aaron Hockel and AltaVista: Website, Email, and LinkedIn Check out this episode on our YouTube channel at @DaveSullivanRooferShow or use this link - https://www.youtube.com/@DaveSullivanRooferShowBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call.Interested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: theroofershow.com/rubyThe Roofer Show's Vetted SponsorsAutomate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/?via=roofercoach. Use promo code DAVE50 for $50 off your first month's service!Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: theroofershow.com/ruby.SMA Support Services fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant services. Explore what a virtual assistant can do for your contracting business. Let SMA do the hiring, training, and onboarding. Check out SMAsupport.us (Tell them Dave sent you.)

Let's face it, most marketing metrics don't travel well to the CFO's office. Pricing power is different. It's measurable, margin-backed, and proof that your brand is strong enough to charge more without losing volume. To help make sense of it all, Drew brings in Chris Burggraeve, Founder of Vicomte and author of books on marketing and business strategy. Together, they discuss what pricing power means, how to measure it, and why it's the most powerful way to communicate marketing value to your CFO and C-suite. In this episode: What pricing power means and how to measure it  Why brand strength drives profit, not just visibility  How CMOs can align with CFOs through finance fluency  The tools and mindset needed to link marketing to valuation  How pricing power bridges marketing metrics with financial outcomes   Tune in for a clearer way to connect brand, margin, and market strength.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Your P&L should be more than a spreadsheet—it should be a tool for growth. In this episode, James Shepherd sits down with a fractional CFO who works with top payments companies to break down how to get your financials in order, raise capital, and prepare your business for acquisition or expansion. Whether you're building toward a valuation event or just want clearer insight into your revenue, this conversation is packed with valuable advice. Then, Rich Norton shares practical sales strategies for agents, and James joins Patti Murphy for Today in Payments to cover the latest news—from a new stablecoin backed by Mastercard and PayPal to the future of POS and processor-agnostic solutions.

A Wisconsin businesswoman now leads the company behind the most winning team in Porsche racing history. She's also the force behind the Be Your Own Hero program, which leverages inspiring racing role models to highlight the near-limitless potential for young girls considering a career in motorsports. Victoria Thomas, Co-Owner and CFO of Kellymoss Racing in Madison, Wisconsin joins Rob Hart on the WBBM Noon Business Hour to discuss...

Dans cet épisode du podcast Les Geeks des Chiffres, je reçois Adeline Perrigault, experte-comptable diplômée et actuelle VP Finance de Kolecto, outil de gestion pour TPE-PME créé au sein du startup studio La Fabrique by CA.

Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Karl: Simplifying complex ideasCapitalism is due for a makeover. Karl Sjogren, author of The Fairshare Model, believes the key lies in a revolutionary approach to startup funding—one that reimagines IPOs with a performance-based structure to better align the interests of investors and entrepreneurs.As Karl explained in today's episode, the conventional approach to valuing startups is fraught with uncertainty. “No one knows how to value a startup reliably,” he said. This uncertainty creates two major risks for investors: failure risk, which includes market readiness and product viability, and valuation risk, which Karl describes as “the risk of overpaying for a position.” While venture capitalists often mitigate valuation risk with deal terms, Karl's Fairshare Model brings a similar approach to the IPO market, offering a fairer, more transparent system for everyone involved.The Fairshare Model introduces a dual-class stock structure. Investors receive tradable shares, while founders and employees receive performance-based shares that only convert to tradable stock upon achieving defined milestones. These milestones could vary widely, from reaching sales targets to demonstrating social impact, such as measurable environmental benefits. Karl explained, “The Fairshare Model doesn't reduce failure risk, but it dramatically can reduce valuation risk.”This model not only empowers investors but also incentivizes founders and employees to deliver results. Karl likened the conventional IPO structure to a balloon filled with uncertainty. In his analogy, traditional models place certainty on ownership, leaving performance uncertain. The Fairshare Model flips this dynamic, putting the weight of certainty on performance instead.The implications of this approach are profound. By creating a framework that ties rewards to outcomes, the Fairshare Model offers a path to reduce speculation and foster trust between entrepreneurs and investors. It's a bold vision that could reshape how startups raise capital—and how capitalism itself operates.Karl's book, The Fairshare Model, is available on Amazon, and he's actively sharing insights on LinkedIn. He's also working with a Bay Area company that plans to implement the Fairshare Model in an upcoming modular housing IPO.If you're as intrigued as I am, I encourage you to explore Karl's ideas and see how they might apply to your own ventures.tl;dr:Today's episode introduces Karl Sjogren's Fairshare Model, a performance-based structure for venture-stage IPOs.Karl highlights two major risks for investors: failure risk and valuation risk, and how to address them.The Fairshare Model uses dual-class stock, aligning rewards with performance milestones.Karl's superpower is simplifying complex concepts, making them accessible with analogies like a balloon metaphor.The episode underscores the potential of the Fairshare Model to reshape capitalism and startup funding.How to Develop Simplifying Complex Ideas As a SuperpowerKarl Sjogren's superpower is his ability to make complex, technical concepts accessible and engaging. As Karl explained, “My superpower is the ability to take something that's complex, somewhat differently than other people would, and to break it down in a way that is accessible to others.” This skill allows him to connect with audiences unfamiliar with the intricacies of capital markets, effectively translating his insights into actionable ideas.Karl shared a vivid analogy from his book to illustrate the Fairshare Model's novel capital structure. He described a balloon filled with uncertainty, where traditional IPOs place certainty on ownership, leaving performance ambiguous. The Fairshare Model reverses this, focusing certainty on performance outcomes. This analogy, he said, helped readers grasp the model's core idea. His ability to use relatable metaphors like this showcases his knack for making complex ideas intuitive and memorable.Tips for Developing This Superpower:Be specific about your goals and audience when explaining complex topics.Use analogies or metaphors to simplify abstract ideas.Write concisely—ensure every word serves a purpose.Address potential objections or concerns to anticipate your audience's questions.Break down problems into manageable parts, focusing on clarity and relevance.By following Karl's example and advice, you can make simplifying complex ideas a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileKarl Sjogren (he/him):Author, Fairshare ModelAbout Fairshare Model: "The Fairshare Model" is Karl Sjogren's 2019 book. It describes a performance-based capital structure for raising venture capital via an initial public offering. Later this year, a startup in the modular housing space expects to be the first company to use it. Karl is eager to engage with accredited investors who may have interest in bridging the startup to its IPO. He also wants to connect with entrepreneurs that may want to consider having their own Fairshare Model IPO.Website: fairsharemodel.comBiographical Information: Karl Sjogren has been a consulting CFO in the SF Bay Area for over 30 years. From 1996 to 2001, he was CEO of Fairshare, Inc., an online community of average investors that sought to make it less expensive for companies to market investor-friendly IPOs. If a company had a legal offering, passed a diligence review, used the Fairshare Model deal structure, and allowed Fairshare members to invest as little as $100, Fairshare would let the company pitch its deal for free. A forerunner to the concept of "equity crowdfunding," Fairshare attracted 16,000 members and substantially more visitors to its education -oriented website before shutting down after the dotcom and telecom busts.Passage of the JOBS Act in 2011 led Karl to feel the time had come for something like Fairshare to do well, but did not have the energy to do so. Besides, he expected some of the new JOBS Act platforms to adopt some of Fairshare's ideas. But the innovation he saw focused on new ways to sell stock. He was more interested in new ways to structure a venture round. And so, he decided to write a book, The Fairshare Model. LinkedIn: linkedin.com/in/karlsjogrenSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Kingscrowd, Just Her Rideshare, and My Panda. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on July 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, July 16, 2025, at 1:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on "Balance Sheets & Beyond: The Impact Investor's Guide to Financials." If terms like “income statement” and “cash flow” make your eyes glaze over, this session is for you. Devin will break down the fundamentals of financial statements in clear, simple language—perfect for beginners who want to better understand the numbers behind the businesses they support. Whether you're a new investor, a founder navigating financials, or simply curious about how money moves through mission-driven companies, you'll leave this session more confident and informed. Don't miss it!SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Devin Thorpe is featured in a free virtual masterclass series hosted by Irina Portnova titled Break Free, Elevate Your Money Mindset & Call In Overflow, focused on transforming your relationship with money through personal stories and practical insights. June 8-21, 2025.Join Dorian Dickinson, founder & CEO of FundingHope, for Startup.com's monthly crowdfunding workshop, where he'll dive into strategies for successfully raising capital through investment crowdfunding. June 24 at noon Eastern.Future Forward Summit: San Francisco, Wednesday, June 25 · 3:30 - 8:30 pm PDT.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Welcome to this special episode of the BOLD Business Podcast, where we'll walk you through the highlights of the Finance Innovation and Excellence Summit - AmeriEuro 2025 (FInEx AmeriEuro 2025). This groundbreaking event has become a pivotal moment for the global finance community, hosted by Steve Rosvold, the innovative founder of CFO.University, alongside strategic growth consultant Jess Dewell. Steve has dedicated his career to transforming financial data into actionable insights, with a strong passion for empowering finance professionals to lead with confidence, think boldly, and make a lasting impact. If you're passionate about creating meaningful change as a CFO or finance leader, tune in to this summary to gain insights from global finance experts. They shared their thoughts on leading with agility, leveraging data, managing risks, and embracing innovation. An impressive lineup of speakers delved into the dynamic landscape of finance, exploring key themes such as Talent, Agile Finance, AI, Data & Analytics, Risk Management, and the Evolving Role of the CFO. Additional resources:  FInEx AmeriEuro - Panel 1 - AI and the CFO's Role in Driving Organizational Success FInEx AmeriEuro - Panel 2 - Guardians of the Bottom Line - Risk Strategies for CFOs FInEx AmeriEuro - Panel 3 - The Innovation Imperative: Transforming Data into Value FInEx AmeriEuro - Panel 4 - From Talent to Triumph – Driving Success Through People FInEx AmeriEuro - Panel 5 Finance on the Fly - Agility as a Competitive Edge FInEx AmeriEuro - Panel 6 The CFO's Vision Shaping the Financial Landscape of Tomorrow CFOs of Tomorrow: Lessons from the FInEx AmeriEuro Summit with Jess Dewell & Steve Rosvold -------------------- If you want to identify business bottlenecks, the necessary skills, the initial actions to take, the expected milestones, and the priorities for achieving growth, try the “Growth Framework Reset” approach. This will help you keep learning and growing while working strategically on your business. -------------------- You can get in touch with Jess Dewell on Twitter,  LinkedIn or Red Direction website. 

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Rob Cameron interviews transformational executive coach Will Samson of WillSamson.com. Will shares his approach to helping IT executives and small business owners manage chaos by focusing on internal transformation and “radical self-ownership.” He emphasizes the power of identifying what can and cannot be controlled, using personal narratives to reshape outcomes. Through compelling case studies—including a CFO overcoming trauma and a successful post-merger integration—Will illustrates how shifting mindset leads to measurable business success. Listeners are encouraged to clarify their own controllable factors to gain focus and resilience. Key Takeaways for Small Business Owners: Practice Radical Self-Ownership: Take complete responsibility for your internal state and actions. Lasting business success starts with personal transformation. Control What You Can, Release What You Can't: Create a simple list of what's within your control versus what isn't. This clarity helps reduce overwhelm and sharpen focus.   Your Internal Narrative Shapes Your Reality: The stories you tell yourself influence how you respond to challenges. Rewriting those stories can lead to better decisions and outcomes. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Success Brings New Challenges: Growth isn't the end of struggle—it introduces new layers of complexity. Be prepared to adapt your mindset and systems as you scale.   Interdependence Beats Independence: You can't do it all alone. Building systems and relationships around shared support fosters sustainable success. Business Chaos is Often Personal Chaos: Many external challenges reflect unresolved internal conflicts. Addressing the personal side of leadership often unlocks the solutions to business problems. One action small business owners can take: According to Will Samson, one action a small business owner should take is to make a list dividing what they can control and what they can't—this simple exercise brings clarity, reduces overwhelm, and empowers focused, intentional decision-making. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

Most insurance producers cap out at $600K.Not because they lack talent...but because the system around them is broken.In this episode of Getting Past the Premium, I sat down with Ryan Deeds, VP of Strategy and Analytics at Alkeme, to break down the real reasons producers and agencies stall out.Ryan's built sales systems for 300+ producers across 57+ acquired firms...and what he's seeing is uncomfortable, but true:“40% of our clients were generating just 3.5% of our premium.”That's not growth.  That's bloat.You'll discover:✅ Why most producers plateau...and how to break through✅ How Alkeme built a Producer Portal that actually gets used✅ The single most important metric every producer should track (average account size)✅ How to design cross-sell and round-out into your operations✅ The real cost of service drag (and why it caps growth)✅ Why earnouts complicate scale—and how Alkeme is solving for it✅ What to do when producers resist systems, tools, and change

The CFO software ecosystem is highly fragmented and ripe for disruption. Sean Jacobsohn, partner at Norwest, has a front-row seat to the action: He's backed 10 companies selling to CFOs, while Norwest has invested in 20. Having identified 300 companies in 15 different categories operating in the space, he joins CJ to share takeaways from his market map of the evolving CFO software stack. They dig into what's driving disruption, how new players are challenging legacy systems, and what it takes for founders to stand out. The conversation spans everything from the staying power of spreadsheets to the debate between building for verticals versus horizontals, the future of FP&A, and how AI agents might reshape the stack. Sean delves into the dynamics of partnerships, outlining five key rules for successful collaborations. Additionally, he talks about his Failure Museum which showcases a collection of items representing failed products and companies, and breaks down what he has identified as the six forces of failure.—LINKS:Sean Jacobsohn on LinkedIn: https://www.linkedin.com/in/seanjacobsohnNorwest: https://www.nvp.comMarket Map: Reimagining the CFO Software Stack: https://www.nvp.com/blog/market-map-reimagining-cfo-software-stackFailure Museum: https://failure.museum/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:CFO of FloQast on Why Finance Teams are Data Curators: The $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable's Nick Rose: G2 CFO Chad Gold on Building A Durable Career as a Venture Backed Exec: —TIMESTAMPS:(00:00) Preview and Intro(02:04) Sponsor – Rippling Spend | Pulley | Navan(06:08) The Fragmentation of the CFO Tool Ecosystem(07:24) Advice for Founders on Deep Domain Expertise(10:39) Enable: Disrupting an Existing Solution Versus Creating a New Category(12:32) The Prevalence of Spreadsheets in the Current Ecosystem(13:39) Solutions Built for Verticals Versus Horizontals(16:24) Sponsor – NetSuite | Planful | Tabs(20:22) Vertical Software and the Move to the Cloud(22:17) The Likelihood of Consolidation by Incumbents in the Space(24:53) Developments in the FP&A Space(26:55) The Future of AI Agents in Finance(28:05) The Five Key Rules of Partnerships: Partner Fit(29:17) Entering New Markets(30:16) Enablement: The Importance of Training(32:28) Reciprocation(33:49) How Often the Little Guy Approaches the Big Guy in Partnerships(34:51) M&A in Partnerships(37:01) The Best Way To Form a Partnership(37:45) The Inspiration Behind the Failure Museum(39:14) The Six Forces of Failure(40:38) Falling out of Product-Market Fit(41:25 Examples of Failures From the Failure Museum(44:58) How the Failure Museum Informs Sean's Work at Norwest(46:12) The Magic of Pivoting—SPONSORS:Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.#CFOsoftware #marketmap #verticalSaaS #FPandA #FailureMuseum Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Stephen Grootes speaks to Vurhonga Rikhotso, CFO of Bonitas, about the fund’s 13.4% return on contributions and growth in membership to over 731,000, In other interviews, François Smith, Client Portfolio Analyst at Stonehage Fleming Investment Management and Hlelo Giyose, Chief Investment Officer and Principle at First Avenue Investment Management unpack the shifting landscape of active versus passive investing and the emergence of hybrid strategies that prioritize cost-effectiveness and adaptability in response to market changes. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

How can entrepreneurs harness AI to drive revenue while maintaining authentic customer relationships? We sit down with Rob Krecak—CFA Charterholder, fractional CFO, and co-founder of Popular Agent—to explore the intersection of technology, automation, and human connection in business. Rob shares insights on balancing technology mindfulness, leveraging AI for customer engagement, and the future of AI-powered sales strategies. If you're looking to stay ahead of the curve in business innovation, this episode is packed with actionable takeaways.LinkedIn: https://www.linkedin.com/in/robkrecak/Website: https://www.popularagent.com/Let's Stay in Touch! LinkedIn (be sure to mention you heard the podcast ;-)) Website - B.O.O.S.T.® Your Brilliance

AI-powered competitive intel is the new snake oil, and executives are buying it by the gallon. While everyone's obsessing over ChatGPT doing their research in 20 minutes, they're missing the point entirely—your buying champions don't need a 30-page report about why your competitors suck. They need ammunition to win internal battles with their CFO, their boss's boss, and six other stakeholders who couldn't care less about your feature comparison chart. Tune in for the brutal truth about why most competitive intel is just expensive garbage and what champions actually need to get deals done.What to expect while listening...Why executives trust ChatGPT more than their own product marketers (and why that's insane)The "30-page report trap" that makes buying champions want to quit dealsEric's AI horror story: When ChatGPT said their product was live before it existedGab's "structural laziness" hack that 9x'd his ad creation speedWhy competitive intel is becoming the "B2B scapegoat" for lazy thinkingThe four deadly traps killing your win rates (spoiler: volume isn't success)How "gotcha moments" backfire and destroy champion relationshipsWhy CEO handshakes don't close deals anymore (ask Dropbox about Crayon)The comparison page problem: All green checkmarks vs. all red X'sZach's client who said ChatGPT delivered more in 20 minutes than his expertiseIf you've ever wondered why your competitive intel doesn't actually win deals, or if you're tired of executives waving their ChatGPT reports around like they just discovered fire, this episode will either save your sanity or make you question everything. Either way, your champions will thank you.Timestamps02:00 The Ugly Truth About AI-Powered Competitive Intel 07:00 AI vs. Human Expertise: The Battle for Trust13:00 The Four Traps Killing Competitive Intel Programs18:00 Why "Laziness" is Ruining B2B Sales Enablement24:00 Gab's Messaging Sprint Success Story31:00 What Champions Actually Need to Win Deals36:00 The Death of CEO Handshake Deals40:00 How to Train AI Without Losing Your Mind44:00 MIT Study: ChatGPT is Eroding Critical Thinking47:00 Season Wrap-up & See You Next SeasonHosted by Ausha. See ausha.co/privacy-policy for more information.

Send us a textEver wondered what really sets apart a CEO, CFO, and COO? In this episode, we break down the unique roles, responsibilities, and skill sets that define each of these top executive positions. Whether you're an aspiring leader, entrepreneur, or just curious about how companies operate at the highest level, this episode gives you the inside scoop on who does what in the C-suite—and why it matters. Tune in to discover how these roles collaborate, where their duties overlap, and what it takes to rise to the top of the corporate ladder!هل تساءلت يومًا ما هو الفرق الحقيقي بين الرئيس التنفيذي والمدير المالي ومدير العمليات؟ في هذه الحلقة، نشرح الأدوار والمسؤوليات والمهارات الفريدة التي تميز كل منصب من هذه المناصب العليا. سواء كنت قائدًا طموحًا، أو رائد أعمال، أو فقط مهتمًا بكيفية إدارة الشركات على أعلى المستويات، ستجد في هذه الحلقة كل ما تحتاج معرفته عن من يفعل ماذا في الإدارة العليا ولماذا هذا مهم. استمع لتكتشف كيف يتعاون هؤلاء القادة، وأين تتداخل مهامهم، وما الذي يتطلبه الأمر لتصبح في قمة الهرم الإداري! Support the showSupport the Podcast on:https://www.paypal.com/paypalme/okuwatly?locale.x=en_UShttps://www.buymeacoffee.com/MaBa3refSubscribe to Maba3ref Newsletter:https://maba3refbranching.beehiiv.com/Connect with Maba3ref Podcast:https://www.instagram.com/maba3refbyomarConnect on TIKTOK:https://www.tiktok.com/@okuwatly

En Empresas con Identidad conocemos a José Coll, CFO de Catalyxx. Compañçia especializada en transformar bioetanol en químicos sostenible. Y en Digital Business ponemos el foco en la Tokenización de activos con Jaime Silio Delibes, Head of Innovation & Transformation Securities Services en BME, Grupo SIX; Ángel Luis Quesada Nieto, Ceo y fundador de Onyze y con Javier de Alfonso, Head of Advisor en OpenBrick.

Stephen Grootes speaks to Vurhonga Rikhotso, CFO of Bonitas, about the fund’s 13.4% return on contributions and growth in membership to over 731,000, making it the second-largest open medical scheme in South Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Warum landen erfolgreiche BI-Projekte und gescheiterte Automobilunternehmer in derselben Geschichte? August Horch stand 1909 vor den Trümmern seiner Firma – ausgesperrt nach einem erbitterten Streit. Doch aus dieser Niederlage entwickelte er ein Prinzip, das heute jedes Business Intelligence-Projekt zum Erfolg führen kann: echtes Zuhören statt hohler Versprechungen. Während Standard-Beratungen mit Buzzwords jonglieren, entstehen wertvolle BI-Lösungen nur durch konsequentes Verstehen der Bedürfnisse. Zu viele Unternehmen investieren Millionen in Dashboards – nur um festzustellen, dass Teams weiterhin mit Excel arbeiten. In dieser Folge erfahren Sie, woran Sie echte BI-Beratung erkennen und wie das "Audi-Prinzip" Ihre Datenstrategie revolutioniert.

AI just taught me this cool thing... keep on listening to find out what it is! Today we talk about the massive and fast-moving implications of AI. We share the personal experiences with how AI challenges traditional business structures and workflows, requiring users to reimagine how work is done. We also explores how AI may replace many functions within organizations, from marketing to operations, while still lacking in areas like math accuracy and sales conversations. We also talk about Mary Meeker's AI report, noting unprecedented user adoption, the rapid rise of global competitors like China's DeepSeek, and the prediction that LLMs will become personal, customizable, and nearly costless. We need to rethink AI's role in business, its deflationary impact on cost, and how fast-changing technology may render old tools and concepts obsolete.  We discuss...  How humor and sarcasm could be the final frontier in distinguishing AI from humans. The greatest investment in AI is learning how to use it personally and professionally. How limited human imagination, not technology, is the biggest barrier to innovation with AI. AI's limitations in math were noted, with a warning not to fully trust it as a CFO despite its operational usefulness. AI isn't quite ready for high-touch sales calls but is rapidly closing the gap in other business areas. Global AI adoption is surging, with China's DeepSeek gaining ground quickly through much lower-cost models. Token costs have dropped nearly 100% in two years, and energy efficiency in GPUs has improved drastically. With the penny going out of circulation, it might be time to start saving them as collectibles. AI development curves are moving much faster than traditional SaaS models, making this a truly disruptive moment in tech. Meta's LLaMA has been downloaded 1.2 billion times in 10 weeks, with over 100,000 derivative models created. The performance gap between open-source and closed AI models is shrinking rapidly, with DeepSeek nearly matching OpenAI on benchmarks. The AI ecosystem is becoming decentralized, much like the shift from centralized platforms to blockchain-based alternatives. Decentralization is praised for enabling free speech, innovation, and diversity of thought, unlike centralized control. Most employees are already using AI tools like ChatGPT personally, even if companies haven't officially adopted them. AI is increasing personal productivity, but there's concern it may ultimately compress work rather than improve quality of life. Over 60,000 new AI-related job titles have emerged in just two years, indicating a massive career reshuffle. Without earned knowledge, people can misuse powerful tools like AI, just as they did with nuclear weapons. The future with AI could resemble either Skynet or Star Trek, and no one truly knows which way it will go. There is risk of psychological strain and social dysfunction if people are displaced without purpose. AI tools can now bypass paywalls and summarize articles, challenging traditional media revenue models. The current wealth gap and collapse of the middle class is unprecedented, even before full-scale AI disruption. Decentralized AI (e.g., having your own local models) is seen as essential to maintain independence and avoid manipulation. A growing imbalance of more sellers than buyers suggests further downward pressure on real estate prices. Political pressure is influencing Fed policy, with previous rate cuts seen as potentially timed to impact elections. Global conflict, such as recent Middle East tensions, is having surprisingly little impact on the stock market. Investors should focus on risk management given the unpredictability and detachment from fundamentals. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/ai-just-taught-me-this-cool-thing-723 

What happens when 19 states simultaneously abandon the 150-hour CPA requirement while tariffs create unprecedented uncertainty for CFOs? Blake and CFO.com reporter Adam Zaki explore the rapid transformation of CPA licensure—from New York's recent changes to the coordinated state-by-state rollout that followed Barry Melancon's AICPA retirement. You'll discover how political and economic volatility is driving demand for accounting services, why the PCAOB may disappear in the Senate's tax bill, and how AI is reshaping audit teams while raising questions about the future value of CPAs. Plus, insights on navigating everything from reciprocal tariffs to the SEC's new chief accountant.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(01:38) - Tariffs and Their Impact on CFOs (03:19) - Supreme Court and Tariff Legalities (05:47) - Economic Impact of Tariffs and Inflation (08:09) - Geopolitical Conflicts and Economic Uncertainty (11:17) - Federal Reserve and Economic Policies (18:51) - CPA Pipeline and 150 Hour Rule Changes (33:08) - Chief Accountant at the SEC (40:11) - Smart Moves by Congress: Nonprofit Pay Scales (40:44) - The Impact of Budget Cuts on PCAOB (41:34) - Challenges in Government Oversight (42:02) - Senate's Big Bill: Key Changes and Controversies (46:25) - Tax Implications and Political Dynamics (52:42) - Business Deductions and Higher Education (55:40) - AI in Accounting: Transforming the Big Four (57:37) - The Future of Accounting Education (01:02:10) - AI's Role in Auditing and the Future Workforce (01:05:19) - The Impact of Automation on Jobs and Society (01:15:48) - Concluding Thoughts and Future Outlook  Show NotesSupreme Court Challenge to Trump Tariffs by Toy Companies https://www.reuters.com/legal/supreme-court-trump-tariffs-toy-companies-challengeConsumer Price Index Impact of Current Tariffs https://www.bls.gov/news.release/cpi.nr0.htmNew York State CPA Licensure Reform Legislation https://www.nysscpa.org/news/publications/the-trusted-professional/article/new-york-cpa-licensure-reform-passes-legislaturePennsylvania CPA Pathway Bill Senate Approval https://www.picpa.org/articles/advocacy/cpa-pathway-legislation-senate-approvalMaine CPA Exam Requirements Change https://www.maine.gov/pfr/professionallicensing/professions/accountants/cpa-exam-requirementsCFO.com State-by-State CPA Licensure Tracker https://www.cfo.com/news/cpa-licensure-changes-state-tracker-2025Kurt Hoel Appointed SEC Chief Accountant https://www.sec.gov/news/press-release/2025-89AICPA Barry Melancon Retirement Impact Analysis https://www.journalofaccountancy.com/news/2025/01/melancon-retirement-cpa-pipeline-changesSenate Modifications to Big Beautiful Bill https://www.congress.gov/bill/119th-congress/house-bill/1/actionsAvalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-reportPCAOB Elimination Implications Analysis https://www.pcaobus.org/oversight/inspections/implications-elimination-analysisKPMG Clara AI Audit Platform Interview https://www.cfo.com/news/kpmg-thomas-mackenzie-clara-ai-audit-interviewPwC USA Tax Leader Agentic AI Implementation https://www.cfo.com/news/pwc-tax-agentic-ai-implementation-2025Bill.com Small Business Paperless Survey 2030 https://www.bill.com/resources/small-business-paperless-2030-surveyUniversal Technical Institute CFO Interview https://www.cfo.com/news/uti-cfo-future-higher-education-interviewNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comLearn more about Adam Zaki: Website: https://www.cfo.com/editors/azaki/LinkedIn: https://www.linkedin.com/in/adamzakinycGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://clo...

In this episode, Sam gets real about what it means to keep your business dreams alive when you're tired AF, busy as hell, and riding the waves of motherhood. This one's for the women who crave impact and naps. Who are building legacies and cleaning bottles. From raw mindset reminders to practical energy protection tips, this episode will light a match in your soul—even if you're running on fumes. Topics include: Why your tiredness doesn't mean your vision is gone Mindset shifts to stay rooted in purpose, not pressure Embodiment tools to move from “mom mode” to “CEO mode” Energetic protection rituals before creating or receiving feedback A reminder that motherhood is not a detour—it's a portal Includes affirmations + journaling prompts to help you reconnect to your fire—even on the hard days. Let's connect on IG: @samanthajoharvey @fullout_podcast --------------------------------------------------------------------------- Grab Sam's free POWER PORTAL GUIDEBOOK with 7 days of actionable steps to come home to you and unlock your next level.   Meet CLUB FULL OUT: The Membership your one stop shop for all things FULL OUT. Your membership includes:

In this episode, Mandy Logan, Summer Craze Fowler, Jason Albuquerque, and Jeff Pollard of Forrester discuss the challenges and strategies for CISOs in navigating volatility in the security landscape. They emphasize the importance of building relationships within the organization, particularly with the CFO, to manage budgets effectively. The conversation also covers the significance of communicating security needs in terms of compliance and customer requirements, maximizing budget through flex spending, and the role of automation and AI in enhancing security operations. Additionally, they highlight the need for effective data management to reduce costs and improve efficiency. In pre-recorded interviews from RSAC, learn the following! With the power of zero trust and AI, Zscaler help organizations strengthen and automate IT and security, reduce costs, and minimize complexity. Zscaler helps reduce the attack surface, block threats via full TLS inspection, and eliminate lateral threat movement. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerrsac to learn more about them! The modern workspace, increasingly reliant on cloud-based applications, browser-first access, and AI integration, faces significant security challenges that outpace the capabilities of traditional tools. Legacy solutions, including VPNs and even early ZTNA implementations, are proving vulnerable to sophisticated attacks leading to data breaches and operational disruptions. The fundamental shift in how we work demands a new approach, one that closes the gaps left by the platform approach. We need the ability to 'trust nothing and click on anything with zero risk.' We need to take zero trust beyond the network that we operate and control. Future of Browser Security Webinar with Google: https://www.menlosecurity.com/resources/2025-prediction-the-future-of-browser-security-lessons-from-the-pioneers Browser security report: https://www.menlosecurity.com/resources/state-of-browser-security-report Global Cyber Gangs report: https://www.menlosecurity.com/resources/global-cyber-gangs-supported-and-sheltered-by-state-sponsors-and-getting-smarter-every-day-report Everywhere Access White Paper: https://www.menlosecurity.com/resources/everywhere-access-the-zero-trust-revolution-for-hybrid-work-white-paper This segment is sponsored by Menlo Security. Visit https://securityweekly.com/menlorsac to learn more about them! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-401

What if the real key to growth—both personal and professional—isn't more strategy, but more self-awareness?We often chase certifications, trainings, and tools hoping to “fix” something in ourselves or our business. But what if the most powerful transformation comes not from learning more, but from being seen?In this episode of Success Genius, I'm joined by my brilliant friend Mark Butler—fractional CFO, bookkeeper, and deep-thinking coach—to explore the underestimated power of one-on-one coaching. We talk about why it's not just for beginners or crisis moments—but a catalyst for character development, self-trust, and true clarity.We also unpack the surprising neuroscience behind coaching, why most people think they're self-aware (but aren't), and how a skilled coach can help you interrupt lifelong patterns—in real time.Whether you're leading a team, building a business, or simply trying to understand yourself better… this conversation might be the one you didn't know you needed.Topics covered in this episode include:Why one-on-one coaching creates real transformationThe neuroscience behind self-awareness and character changeThe difference between training, therapy, and true coachingWhat makes a good coach—and how to find the right one for youThis episode features the ever-brilliant Mark Butler, whose insight sparked a deep and powerful conversation about the coaching experience. Whether you're a coach, a client, or simply someone curious about self-development, this is a candid exploration of how coaching shapes who we are—both in business and in life.Tune in to discover why coaching isn't a luxury—it's a catalyst for growth.Resources Mentioned:Visit Mark's Bookkeeping Service: https://letsdothebooks.comCheck Out Mark's Coaching Resources: https://markbutler.comListen to A Podcast for Coaches: https://podcastforcoaches.transistor.fmConnect with Mark: mark@markbutler.comGet The Book:  https://book.neillwilliams.com/bookLearn More About TEAM90:  https://neillwilliams.com/team90Book A Team Turnaround Call:  https://neillwilliams.com/team-turnaround-callContact Us: support@neillwilliams.com

Learn more about PEAK FREEDOM Ever wondered if a new website is worth it?Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it's brought in $194K+ of niche and niche-adjacent revenue—on autopilot.If you're questioning the value of a niche, SEO, or a pro website, this episode has your answer.Catherine's Websites:https://www.farmandagcpa.com/https://www.clocpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/354…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…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. …

When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Roseman had weathered previous storms. He began his career amid the dot-com collapse, then advanced through the 2008 financial crisis. “Scar tissue helps,” he tells us.So when he landed in Palm Springs for a tennis tournament and learned SVB was in freefall—taking all of Thumbtack's cash with it—his weekend plans were immediately sidelined. “Literally getting on the plane and landing, and the whole thing sort of blowing up,” Roseman recalls. “I was holed up in the hotel room for days,” working through how to ensure payroll and access to capital.That crisis became a defining moment. “That was the catalyst for us,” he tells us. Roseman used it to pivot the business away from growth-at-all-costs and toward sustainable, profitable growth. In just a few years, Thumbtack went from -$60 million in EBITDA to +$60 million.His ability to adapt comes from a varied career path—public accounting at Ernst & Young, investment banking at Bear Stearns and JPMorgan, and operational finance at eBay, where he helped spin off PayPal. At Thumbtack, a national home services marketplace, he's scaled the finance team tenfold and implemented a discipline around contribution margin, hire rate, and CAC.“The P&L doesn't lie,” Roseman tells us—especially in times of crisis, when it's clarity, not comfort, that defines the leader.

Know Your Numbers: The Three Essential Ingredients for Small Business Success, In this powerful episode of Stay On Course, host Julie Riga and guest Anthony Velocci, a fractional CFO, reveal why knowing your numbers is the foundation of small business success and financial freedom. They explore how leadership, legacy, and expert strategy converge when entrepreneurs finally confront the fear of finances and step into clarity and abundance. Anthony shares practical steps for setting realistic targets, using the 12 drivers of profit and cash flow, and explains why accountability is the secret sauce for long-term results. His mantra? “Do what you do best, and hire the rest”—because time is more valuable than money, and self-worth comes from focusing on your purpose. The conversation touches on how to resolve conflict, plan for expansion, and lead with confidence, whether you're an emerging entrepreneur or a seasoned corporate leader. With food, family, and Italian passion woven in, this is a motivating journey through numbers, transformation, and business evolution.The 3 Key Ingredients Every Entrepreneur Needs to Lead, Earn & Evolve:1. Know Your Numbers

In this episode, Mandy Logan, Summer Craze Fowler, Jason Albuquerque, and Jeff Pollard of Forrester discuss the challenges and strategies for CISOs in navigating volatility in the security landscape. They emphasize the importance of building relationships within the organization, particularly with the CFO, to manage budgets effectively. The conversation also covers the significance of communicating security needs in terms of compliance and customer requirements, maximizing budget through flex spending, and the role of automation and AI in enhancing security operations. Additionally, they highlight the need for effective data management to reduce costs and improve efficiency. In pre-recorded interviews from RSAC, learn the following! With the power of zero trust and AI, Zscaler help organizations strengthen and automate IT and security, reduce costs, and minimize complexity. Zscaler helps reduce the attack surface, block threats via full TLS inspection, and eliminate lateral threat movement. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerrsac to learn more about them! The modern workspace, increasingly reliant on cloud-based applications, browser-first access, and AI integration, faces significant security challenges that outpace the capabilities of traditional tools. Legacy solutions, including VPNs and even early ZTNA implementations, are proving vulnerable to sophisticated attacks leading to data breaches and operational disruptions. The fundamental shift in how we work demands a new approach, one that closes the gaps left by the platform approach. We need the ability to 'trust nothing and click on anything with zero risk.' We need to take zero trust beyond the network that we operate and control. Future of Browser Security Webinar with Google: https://www.menlosecurity.com/resources/2025-prediction-the-future-of-browser-security-lessons-from-the-pioneers Browser security report: https://www.menlosecurity.com/resources/state-of-browser-security-report Global Cyber Gangs report: https://www.menlosecurity.com/resources/global-cyber-gangs-supported-and-sheltered-by-state-sponsors-and-getting-smarter-every-day-report Everywhere Access White Paper: https://www.menlosecurity.com/resources/everywhere-access-the-zero-trust-revolution-for-hybrid-work-white-paper This segment is sponsored by Menlo Security. Visit https://securityweekly.com/menlorsac to learn more about them! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-401

Explore the world of non-life insurance - an often overlooked but essential part of global markets - with Nick Martin, manager of the long-standing Polar Capital Global Insurance fund. This interview covers how the sector provides much-needed defensiveness in volatile times, its low correlation to broader equity markets, and why its fundamentals are improving. From AI and climate risk to the concept of “float” and underwriting discipline, Nick explains why now might be a particularly attractive time to consider insurance investments, especially for those seeking resilience and consistency in uncertain economic conditions.What's covered in this episode: What area of insurance this fund coversPerformance of the sector and fund over the past 10 yearsIf it's good enough for Warren Buffett…Insurance's correlation to more traditional asset classesHow AI is influencing the insurance sectorHow technology aids in understanding riskLooking beyond the CEO and CFO when researching a companyWhy insurance is the original data businessWhy climate risk is a challenge to the industryIs insurance a “safe” investment?The benefits of insurance in uncertain and volatile timesWhy is now a good time for the sector?More about the fund: Everything around us is insured, regardless of economic boom or bust, which provides this fund with very good defensive characteristics. Polar Capital Global Insurance is designed to provide exposure to non-life insurance companies, a specialist and often undervalued sector. The fund has been co-managed by Nick Martin since 2008 and he took on full responsibilities in 2016. The fund's consistent track record offers a good return profile for portfolio diversification.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Here's a question that'll make your blood boil: Why do most sales leaders spend their pipeline reviews asking about dollar amounts and close dates while completely ignoring whether their reps actually have real deals? That's the brutal reality I see in sales organizations every single day. Leaders are obsessing over MEDIC, BANT, and other qualification frameworks while their pipelines are stuffed with dead deals that will never close. Meanwhile, their forecasts are consistently wrong, deals keep getting pushed, and reps are burning time on opportunities that died months ago. If you're nodding your head right now, you're not alone. Focusing on surface-level qualification instead of true deal engagement is one of the most backward approaches to pipeline management I see today, and it's costing companies millions in missed forecasts. The Qualification Theater Problem: When Frameworks Become Fantasy Remember when everyone thought MEDIC and BANT were the holy grail of qualification? Sales leaders everywhere started drilling reps on budgets, authority, need, and timing like they were conducting a police interrogation. But here's what actually happens: Reps learn to check the boxes without understanding whether they have a real deal. They'll tell you they've qualified the budget, but they're talking to someone who has to "go talk to the boss." They'll say there's urgency and timing, but the prospect is waiting to hire an executive in a completely different department before making a decision. Traditional qualification frameworks are the opposite of real pipeline inspection. They're vanity metrics disguised as sales rigor. Here's the brutal truth: You can have a deal that checks every qualification box and still have a 2% chance of closing. Meanwhile, a deal that looks "unqualified" on paper might be ready to close tomorrow because the right stakeholders are engaged and moving forward. Why Most Pipeline Reviews Are Theater, Not Strategy The reason most sales leaders run terrible pipeline reviews is because it's easy. It requires zero investment in actual deal coaching, stakeholder analysis, or strategic thinking. Think about it: It's much easier to ask, "What's the budget?" than it is to dig into whether the decision-maker actually sees value in solving this problem. But here's what happens when you manage this way: You end up with pipelines full of zombie deals that look good on paper but will never close. Your reps get comfortable keeping deals in the pipeline because they've "qualified" them. Your forecasts become fiction because you're counting revenue from prospects who aren't actually buying. What Actually Matters: The One Question That Reveals Everything Instead of obsessing over qualification checklists, elite sales leaders focus on the one metric that actually predicts deal success: What's the next step? This isn't just another question—it's the ultimate deal quality detector. Here's why: Dead deals have no next steps. When a rep says, "They're going on vacation, so I'll call them in a few weeks," that deal is dead. When they say, "They told me to call back in a month," that's not a pipeline deal—that's a prospect. Real deals have committed next steps. When a rep says, "We're doing a technical demo with their IT team on Friday, and the CFO specifically asked to see ROI projections by Tuesday," that's a deal with momentum. Engaged prospects match your effort. If you're doing all the work—sending proposals, scheduling calls, following up—while they're giving you vague responses, you don't have a deal. You have a prospect who's being polite. The Three-Question Pipeline Inspection System When I'm inspecting pipeline quality, I use a simple three-question framework that reveals everything: 1. What's the Next Step? This is the deal-killer question. If there's no specific, committed next step with a date and stakeholders involved, the deal is stalled or dead. Period. 2.

Today, I'm joined by the radiant Bridgette Boucha, speaker, author of Money Queen, and the soulful CFO behind hundreds of empowered entrepreneurs. In this heartfelt and high-frequency conversation, we explore Bridgette's powerful journey from corporate CFO to conscious entrepreneur and how redefining her relationship with money changed everything. Bridgette's wisdom is grounded in lived experience, and her guidance is a permission slip for every woman ready to step into her own version of abundance with clarity, grace, and ease. If you're ready to feel more empowered around money, this episode is for you.Follow Bridgette Boucha here:Instagram: https://www.instagram.com/bridgetteboucha/Get a copy of Bridgette's Book, "Money Queen": https://a.co/d/3iOredN

In this special episode, we dive deep into the transformative power of identity shifts and explore feminine energy within a corporate environment. We discuss career transitions, personal growth, and the therapeutic processes involved in moving past significant life changes like separation. Our guest shares her journey from being a corporate CFO to embracing a more aligned life, touching on the challenges of breaking old paradigms and how feminine energetics play a crucial role in achieving unconventional success. Listen in.Follow Bridgette Boucha here:Instagram: https://www.instagram.com/bridgetteboucha/Get a copy of Bridgette's Book, "Money Queen": https://a.co/d/3iOredN

https://justiceteamnetwork.com Are you a member of Justice HQ yet? Today, we dive into the revolutionary features and capabilities of Justice HQ. Alongside special guest Nicole Prince, CFO and co-founder of Justice HQ, Bob explores the origins, growth, and future vision of the company. They discuss the various perks of JHQ, which includes networking opportunities, event consolidation, and the creation of micro-communities. Nicole also shares her experiences in designing office spaces and her vision for fostering meaningful connections within the legal industry. Tune in to hear about the expansive possibilities Justice HQ offers to plaintiffs' attorneys, paralegals, law students, and legal vendors.

Betsy Vicencio is the Vice President/CFO of The Northeast Group and MHAB Life Skills Campus.

Hey law firm owners—if you've ever wondered why your marketing isn't working the way you expected, this episode breaks it all down in a way that finally makes sense.Here's what you need to know:

In this episode of Full Circle, Ms. Wanda welcomes tech innovators Adriana Lamar and Cheneé Williams, co-founders of Geo Lanes, an AI-powered exploration and travel app designed to help users connect more deeply with the places around them.More than just a travel app, Geo Lanes is a community-centric platform that integrates trusted voices, curated content, and real-time information to guide meaningful journeys—whether across the globe or in your own neighborhood.Adriana, the CEO, shares the five-year journey to bring Geo Lanes to life—from concept to launch, partnerships, and getting the app into the Apple and Google Play stores. Cheneé, the CFO, dives into how she ensures operational sustainability and integrity, while also navigating the startup space as women of color in tech.We explore the future of travel, innovation, and impact—from gamified experiences like scratch maps with celebrity-endorsed itineraries to AI-driven insights that elevate travel into connection and discovery.Listeners also hear about:The importance of storytelling and local cultural insight in travelVenture capital challenges and networking strategiesUpcoming Juneteenth curated itinerariesThe team's value-based, iterative approach to growthHow YOU can support: download the app, provide feedback, and shareFeatured Topics & Questions:What makes Geo Lanes different from other travel or exploration apps?How did your personal and professional journeys shape the vision for Geo Lanes?What has it been like building a tech company as Black women navigating funding, growth, and visibility?What are some key features users can explore today, and what's coming next?How can our listeners get involved and support the Geo Lanes mission?Download & Get Involved:

In the realm of digital operations and incident response, where efficiency and resilience are paramount, this episode features Howard Wilson, CFO of PagerDuty. A company that serves as a vital "safety net" for over half of the Fortune 500, especially as they explore new technologies like generative AI, PagerDuty focuses on anticipating disruptions and safeguarding against costly incidents. Howard provides a robust description of PagerDuty's mission and shares his personal story, from growing up in South Africa and his early career in software engineering to his unconventional path to the CFO role. We discuss valuable lessons from his mentors and his philosophy on leadership, problem-solving, and integrating work with life. This is an insightful conversation for anyone interested in the future of digital operations, the evolving role of the CFO, and building a strong company culture.

Struggling to gain financial clarity in your business? Discover how strategic financial insights can transform your company's future.   In this episode of Sharkpreneur, Seth Greene speaks with Natalia Zacharin, founder of Zacharin Consulting, a company that specializes in helping entrepreneurs build profitable and resilient businesses. Natalia explains the vital role of fractional CFO services, how business owners can avoid costly financial mistakes, and why forecasting is key to achieving long-term success. Her consulting firm offers essential tools and strategies for business owners looking to manage their financial future effectively.   Key Takeaways: → The importance of having a fractional CFO for financial clarity. → Why many business owners fail to leverage their financial data effectively. → The value of tracking revenue metrics and cash flow for sustainability → How a strong company culture and the right hiring process support business success. → How the key to business growth is consistent financial analysis and planning.   Natalia Zacharin is the founder of Zacharin Consulting, an elite accounting firm dedicated to empowering business owners to take control of their financial health and build resilient enterprises. After years of experience with various firms, she launched Zacharin Consulting in 2019, combining her expertise with a passion for helping entrepreneurs succeed. Under Natalia's leadership, the firm has evolved into more than just an accounting service; it offers strategic bookkeeping, remote CFO services, and financial intelligence programs that provide clarity and direction for businesses. Natalia's approach emphasizes personalized service, adaptability, and a deep understanding of her clients' unique challenges, establishing her as a trusted advisor in an ever-changing economic environment. Her work reflects a commitment to fostering growth and resilience in businesses navigating the complexities of entrepreneurship.   Connect With Natalia: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Michael Neal, OD.   Mike joins me on the show to talk about the evolution of delegation as a practice owner—specifically, the journey of learning to trust your team with everything outside of your core revenue-producing activities. We share our own experiences with delegation, what it looked like early on, how our thinking evolved, and the impact it's had on our ability to focus on our Unique Abilities™ and lead more effectively.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Dr. Mike Neal, OD.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Trapped Value Episode with Mike Neal Build My Team   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Woodie Neiss. Woodie is the managing general partner at his venture capital fund, D3VC.ai, he's also the co-architect of the Jobs Act. So what does this mean? Well, it means that Woodie understands government, private markets, and how raising capital for startups can be hard, but no longer as hard as it used to be.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Woodie Neiss is the managing general partner at his venture capital fund, D3VC.ai.THE HOST]:  Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies heEveryday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.