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Best podcasts about cfo

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Latest podcast episodes about cfo

Planet MicroCap Podcast | MicroCap Investing Strategies
Eastside Distilling (NASDAQ: EAST): Canning and Craft Services for Craft Beverage Manufacturers

Planet MicroCap Podcast | MicroCap Investing Strategies

Play Episode Listen Later May 23, 2022 52:21


My guest on the show today is Geoffrey Gwin, CEO and CFO of Eastside Distilling (NASDAQ: EAST). The company has been producing high-quality, award-winning craft spirits in Portland, Oregon, since 2008 with a product lineup that includes Azuñia Tequilas, Burnside Whiskeys, Hue-Hue Coffee Rum, and Portland Potato Vodkas. Eastside's Craft Canning + Bottling subsidiary is one of the Northwest's leading independent ready-to-drink canners. Geoffrey and I talk quite a bit about Eastside's Craft Canning + Bottling subsidiary, and I learned more about canning in our conversation than I ever thought I would know. All jokes aside, we also discuss: Managing supply chain issues Why the industry is running out of aluminum cans What makes Eastside unique and different compared to their peers With that, please enjoy my conversation with Geoffrey Gwin, CEO and CFO of Eastside Distilling. For more information about Eastside Distilling, please visit: https://www.eastsidedistilling.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

Inside The Firm
Monday Morning Coffee with Bolanle Williams-Olley

Inside The Firm

Play Episode Listen Later May 23, 2022 34:48


Join us as we explore the awesome story of Bolanle Williams-Olley. She is CFO and Co-owner of Mancini, a 100+-year-old tech-driven architecture and design firm headquartered in NYCJ. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with 14+ years of experience in finance in the built industry. She is also the author of BUILD BOLDLY: Chart Your Unique Career Path and Lead with Courage which is a practical playbook written to ignite individuals and leaders to take bold, courageous action and craft their own unique career playbooks for success. Bolanle is the founder of several impact organizations for improving education in a low-income school in Nigeria (where she was raised), empowering women in the A/E/C industry and at small design firms, as well as creating awareness about NGOs across Nigeria.

THE EVERBULLISH ONE PODCAST
Game Plan- Bearish on Market & Crypto- Bullish on Commodity stocks( $FCX) & TLT SHORT trade loading up more.

THE EVERBULLISH ONE PODCAST

Play Episode Listen Later May 22, 2022 10:00


I've working in financial planning, investment management, and portfolio design for the past 15 years. Most of which was spent as a financial consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM's of assets under administration and worked with fortune 500 CEO's, CFO's and CIO's as clients, as well as a few professional athletes. My entire life as revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.” Over this decade and a half, I saw the unfortunate turn in the investment industry as technology and the prevalence of ETFs, SMA's, and Free Trade brokerage turned the value agenda of Financial Advisors into sales people. Specifically sales people of HOMOGENIZED MANAGED PRODUCTS. Over the 1000's of advisors I met during my career, I can honestly say that the large majority of them DID NOT invest their own money into the High Fee products they were selling- EVEN WHEN THE FEE'S were waived! They often didn't even understand the way the products worked! Over this period of time many advisors would come to me asking exactly how they should invest their own assets, while still having to sell the managed solutions to customers under the guise of “the fiduciary standard.” Each year I built low to no cost portfolios for myself and clients that ROUTINELY outperformed the very solutions I was required to sell, but at the expense of my income. Then in I quit to start this portfolio store and online newsletter/library. I've professionally day traded and managed these portfolios full time with great success and focus since 2018. THE SUBSTACK is a trading class, intermediate-expert trading newsletter, and REAL TIME publications of the very insights I use to trade. I invite you to learn from me, and sharpen your tools, and learn the methods I use as a professional investment manager and trader. Want to have your own pro money manager on retainer?- It's $20/Month, $200 a Year. PERSONAL Outside of Trading my favorite thing to do is play golf (12 HCP). I live in central Texas just outside of Austin and enjoy long lake days with friends and family.

FAZ Digitec
Wie geht Unternehmen gründen in Deutschland, Herr Seebach?

FAZ Digitec

Play Episode Listen Later May 21, 2022 41:37


Ist es schwer, in Deutschland ein Internet-Start-up zu gründen? Nein, sagt Nils Seebach. Er selbst hat nach Studium in den Vereinigten Staaten und Karrierebeginn in London genau das getan - und ist gegenwärtig unter anderem CFO der Beratung etribes.de. Doch worauf kommt es für Gründer an? Was ist gerade in Deutschland schwer - Finanzierung, Skalierung oder die grundlegende Geschäftsidee? Was können Gründer gerade vom Internet-Pionier Jeff Bezos und dem Handelskonzern Amazon lernen? Und was macht einen guten Unternehmer überhaupt aus. Über all das und mehr sprechen wir in dieser Episode.

Badass Dental BossLady Podcast
The Roles You Need Inside Your Practice

Badass Dental BossLady Podcast

Play Episode Listen Later May 20, 2022 34:01


Welcome to Episode 54 of the re-launched Dental Boss Lady Leadership Academy Podcast with Dr. Terri Pukanich. In today's episode we are gonna be talking about the different roles you need to have inside your practice. We will discuss the multiple hats you need to wear as a business owner, and the importance of knowing what you can and can't delegate. We will also talk about the supportive roles you need to have and the benefits of having a personal assistant instead of an office manager. Finaly, we will touch on what you could delegate in your personal life. All this and much more, up next. Bullet points (01:03) Can you join the BossLady Leadership Academy as a man? (02:50) Shout out to our listeners (03:22) The roles inside your practice (04:00) Having an office manager vs having a personal assistant (05:25) The different hats you need to wear as a business owner (07:36) The supportive roles you need around those main roles (06:43) First: A bookkeeper (12:15) Second: An accounts payable (13:16) Three: An AR account insurance coordinator (15:11) Your role as the CFO (16:09) Fourth: The dentist personal assistence (17:24) What can you delegate? (17:58) Ordering (18:49) A: Hiring (20:08) B: HR support (22:11) C: Meeting prep (22:35) D: Celebrating events (23:38) E: Social media (24:10) Delegating, hiring an office manager vs a personal assistant (29:20) What can you delegate in your personal life?

Discover Your Talent–Do What You Love | Build a Career of Success, Satisfaction and Freedom
1076. A Day in the Life of a Film and TV Industry Executive? with Tim Tortora

Discover Your Talent–Do What You Love | Build a Career of Success, Satisfaction and Freedom

Play Episode Listen Later May 20, 2022 29:02


Tim Tortora has spent his impressive career in the entertainment industry garnering extensive financial and producing experience before releasing his latest book which guides aspiring filmmakers through the black box that is building a durable network in film and TV production. During his varied career, he's worn many hats on all kinds of TV programs and major feature films–from PA, through unit production manager, to line producer–all the way to executive in charge of production, and now CFO.

Optimal Business Daily
597: Improving Staff Retention In Unusual Work Environments AND 5 Ways to Maximize Digital Marketing by Michael Levitt

Optimal Business Daily

Play Episode Listen Later May 20, 2022 12:07


Michael Levitt of Breakfast Leadership shares two short posts covering how to improve staff retention in unusual work environments and 5 ways to maximize digital marketing Episode 597: Improving Staff Retention In Unusual Work Environments AND 5 Ways to Maximize Digital Marketing by Michael Levitt Michael Levitt is the founder & Chief Burnout Officer of The Breakfast Leadership Network, a San Diego and Toronto-based burnout media firm. He is a Certified NLP and CBT Therapist, and is one of the world's leading authorities in burnout recovery and prevention. He is also a Fortune 500 consultant, #1 bestselling author, and host of the Breakfast Leadership Show, a top 200 podcast on iTunes. He is a 2x Top 20 Global Thought Leader on Culture with Thinkers360. He is a former Healthcare executive, CIO, and CFO overseeing $ 2 Billion budgets, so he's seen and done it all. The original post is located here: https://www.breakfastleadership.com/blog/improving-staff-retention-in-unusual-work-environments & https://www.breakfastleadership.com/blog/5-ways-to-maximize-your-digital-marketing-and-stay-ahead-of-the-game   Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

The Next 100 Days Podcast
#324 How to Collaborate Using Partnerships with Dave Plunkett, The Collaboration Junkie

The Next 100 Days Podcast

Play Episode Listen Later May 20, 2022 53:56


How to Collaborate with Dave Plunkett Dave Plunkett is the best person we know who can advise how to collaborate. After all, he is the Collaboration Junkie! Dave said it was pretty fitting that he was on the podcast as a result of a referral. That was from a previous guest, Stuart McDonagh - Episode 311. Tell us about Collaboration Junkie Dave helps brands use their credibility to create partnerships. The outcome of doing this helps them grow their business. Digging into his work, Dave unearths the real value of partnering. Moreover, there are certain things most people forget when it comes to partnering. Once someone is signed as a partner, how do you help them do what you want them to do? What service do you deliver to them, not just their clients? What is it about the journey that got you to where you are now? http://thenext100days.org/wp-content/uploads/2022/05/Dave-Plunkett-Journey.mp4 Dave realised he was passionate about partnerships. He had lived and breathed partnerships and collaboration for years. You might be intrigued to learn, that Dave tested "Junkie" with a few people, and they confirmed that it was a good fit for his personality. So, we now have a pretty unique partnerships expert called the Collaboration Junkie! Examples of What a Partnership is? Kevin wanted Dave to explain what exactly a partnership is. Dave ends up this clip citing this very podcast. Two people are collaborating on a podcast that is greater than the sum of its parts. Well, he's not wrong. http://thenext100days.org/wp-content/uploads/2022/05/Dave-Plunkett-What-is-a-partnership.mp4 Dave went on to say, that sometimes by being busy, we get lazy. So, if something isn't obvious, the idea is not actioned. Instead, Dave advises you to take time out to see where you and your business can add value. And, at the same time, who out there can add value to you. What do you do? Well, it's all about consultancy. Dave provides that consultancy around his DANCE methodology. DISCOVERY - be crystal clear about why you want to partner. So, if you are partnering to produce leads, be sure you know who your market is, and who your ideal partner is. http://thenext100days.org/wp-content/uploads/2022/05/Dave-Plunkett-Discovery.mp4 We loved the fact that Dave has a REAL WHY. That is the reason why that person wants to partner with you. In the following clip, Dave explains the real why. http://thenext100days.org/wp-content/uploads/2022/05/Dave-Plunkett-The-22Real-Why22.mp4 Tune into this week's podcast to listen to the rest of the DANCE lessons. It's well worth listening to. Quick giveaway. A is for assembly.   Dave gives The Next 100 Days Podcast a great testimonial http://thenext100days.org/wp-content/uploads/2022/05/Dave-Plunkett-Testimonial.mp4   Collaborate with Dave Plunkett, The Collaboration Junkie! Look at his website: https://www.collaborationjunkie.com Follow Dave on LinkedIn The Next 100 Days co-hosts… Graham Arrowsmith         Finely Fettled helps organisations that want to market to affluent and high net worth customers with direct marketing campaigns and data services. Meet Professionals – Offers large financial advisory groups with 50+ IFAs a white-labelled lead generation and conversion system. Contact Graham: LinkedIn: Visit Graham's LinkedIn Profile Twitter: Visit Graham's Twitter Page Email:  Email Graham Direct Kevin Appleby Kevin is a Chartered Accountant who has worked as a management consultant for several years specialising in finance transformation and implementing business change. Currently, he is the COO of GrowCFO. GrowCFO is Where Finance Leaders Grow Together. Becoming a successful CFO requires commitment and dedication toward delivering your full potential. GrowCFO provides both community and CPD accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Levels of Wealth
Wealth Secrets Episode #7: Achieving Financial Freedom Using 7-Figure Budgeting Secrets with Ary Doakes

Levels of Wealth

Play Episode Listen Later May 20, 2022 26:57


Whether you are a business owner looking to minimize margins or an individual looking to build more financial freedom, this training will teach you how to build the foundational budgeting and finance secrets of 7-figure companies and millionaires. Ary is the Money Queen behind Badass Budget Babe, LLC. With over 8 years of industry experience as an accountant & CFO, she brings along the knowledge and financial strategy that has helped dozens of companies from start-up stage to multi-7figure growth. When she's not crunching numbers, you can usually find her playing with her toddler, traveling or studying subconscious behavior. _________________________ Check out Levels of Wealth's socials: Instagram: https://www.instagram.com/levelsofwealth/ (https://www.instagram.com/levelsofwealth/) TikTok: https://www.tiktok.com/@levelsofwealth (https://www.tiktok.com/@levelsofwealth) Facebook: https://www.facebook.com/groups/levelsofwealth (https://www.facebook.com/groups/levelsofwealth) Linkedin: https://www.linkedin.com/company/80886994 (https://www.linkedin.com/company/80886994) Twitter: https://twitter.com/levelsofwealth (https://twitter.com/levelsofwealth) Apple Podcast: https://podcasts.apple.com/us/podcast/levels-of-wealth/id1604438536 (https://podcasts.apple.com/us/podcast/levels-of-wealth/id1604438536) Spotify Podcast: https://open.spotify.com/show/3qznnAW7UDjFNhWK5CYUlP (https://open.spotify.com/show/3qznnAW7UDjFNhWK5CYUlP) Website: https://levelsofwealth.com (https://levelsofwealth.com) Blog: https://levelsofwealth.com/blog (https://levelsofwealth.com/blog) ___________________________

Private Practice Workshop
Financial Planning for Therapists #200

Private Practice Workshop

Play Episode Listen Later May 19, 2022 40:41


For the 200th episode of the podcast, John sits down with fractional CFO and accountant, Sophie Plappert, to discuss how to make a financial plan for your practice.   Get started with Jane and get 1 month free if you mention John Clarke or PPW at checkout! Sign up using this link: https://jane.app/mentalhealth   Bio: Sophie Plappert has over 10 years experience in accounting, bookkeeping, wealth management, and financial planning. Having experienced many sides of the financial services world, she developed a passion for getting deeper into her client's businesses, understanding their goals, and helping create a plan to reach them. She founded SJP Services Group in 2020 after leaving the corporate world in search of more flexibility and a way to make a bigger impact. Website: sjpservicesgroup.com Instagram: @sjpservicesgroup

My Worst Investment Ever Podcast
Brian Golod – There Isn't an Overnight Success

My Worst Investment Ever Podcast

Play Episode Listen Later May 19, 2022 35:25


BIO: Brian Golod was born and raised in Buenos Aires, Argentina. His parents asked him what he wanted to do for a living when he was 13 years old, and somehow he knew, at least for the following 21 years. STORY: Brian invested $25,000 in a new company belonging to a man he'd known for just a few days. LEARNING: Don't trust blindly; ask questions. Be careful of the appeal to authority fallacy.   “Pace yourself. There's nothing like an overnight success.”Brian Golod  Guest profilehttps://www.linkedin.com/in/briangolod/ (Brian Golod) was born and raised in Buenos Aires, Argentina. His parents asked him what he wanted to do for a living when he was 13 years old, and somehow he knew... at least for the following 21 years. He studied Computer Science at the number one middle and high school in Argentina and got an early start. Before turning 20 years old, his family immigrated to Canada. After working for the Government of Canada twice, tech multinationals, startups, and everything in between, he realized he was able to help professionals get back on their feet and advance in their careers. He started doing this on the side for free, just trying to give back to society, and eventually realized he couldn't live the rest of his life without pursuing his purpose, what he was born for. He says it's impossible to describe how he feels every time someone gets the job they want with his help. Worst investment everBrian was working as a production support developer for a multinational in Toronto when he was introduced to a family. He was invited to their place for dinner and got to know the family. There was immediate trust, especially because of the person who introduced him to the family. Brian learned that the man of the family wanted to branch out of where he was working as CFO and start something very similar to what he was doing. The man mentioned this to Brian, and because of his title, his responsibility at the organization where he was working, and the size of that organization, Brian believed the man must know what he was doing. Brian told him that he'd be the first one to support him right off the bat. He invested $25,000 in the man's business. Additionally, Brian was convinced to quit his job and join the new company full time. The mistake the man made was buying a lot of inventory and having no clients. So all the money that he had raised, not just from Brian but from many others, about $300,000, went to inventory, yet there was no cash flow. The product just sat in a container in one of those storage rooms. The duo couldn't sell for different reasons, so the company tanked. Lessons learnedDon't trust blindly. If you're going to put money towards something, ask a billion questions. Just because someone has the title and has been doing this somewhere else doesn't mean that they actually know how to do it all from scratch. Don't be greedy or invest more than you can afford to lose. Communication is very important. Communicate with the people that you work with and with your suppliers. Make sure that everything is written, especially when working with suppliers. Pace yourself. There's nothing like an overnight success. Andrew's takeawaysTrust takes time Be careful of the appeal to authority fallacy. The first job of a business is to try to get the cash flowing. Preserve relationships. Actionable advicePause and listen to someone else's perspective. If you have a significant other or someone you trust who has your best interests at heart, and can potentially be affected by your decision, seek their full support. No.1 goal for the next 12 monthsBrian's goal for the next 12 months is to scale his service to serve as many people as possible, build partnerships and reach every professional who needs this solution. Parting words  “If you're not feeling excited, you're not jumping out of bed to do what you do. Please don't settle for less. We're given this one life. Just make the most out of...

Modern Practice Podcast
Developing a business intelligence organization – Part 2

Modern Practice Podcast

Play Episode Listen Later May 19, 2022 9:56


“Bad data leads to $3.1 trillion in lost revenue opportunity,” says Tod Baker, quoting from a recent IBM study. Yet, good data empowers organizations, providing strategic direction and market advantage. On this episode, we continue our discussion on the imperatives for health care organizations to improve their business intelligence capabilities and the use of good data.   Guest speaker: Tod Baker, BS Principal, Clinical Quality Improvement Vizient   Moderator: Tomas Villanueva, DO, MBA, FACPE, SFHM Principal, Clinical Operations and Quality Vizient   Show Notes: [00:24] Empowering the success of an organization [00:41] Bad data leads to $3.1T in lost revenue opportunities [00:52] Three stages in evolution of analytics [02:51] The need for focus and leadership [03:28] How to prepare for the conversation with the CFO [04:56] Characteristics of successful organizations [05:49] Steps to success [07:00] Getting started   Links | Resources: To contact Modern Practice: modernpracticepodcast@vizientinc.com Tod Baker's contact email: tod.baker@vizientinc.com Business intelligence in healthcare (Villanova) Click Here Vizient's Clinical Data Base (CDB) platform Click Here   Subscribe Today! Apple Podcasts Amazon Podcasts Android Google Podcasts Spotify Stitcher RSS Feed

Breakthrough Barriers with Damali
62. Resilience Comes From (feat. Marian Murray, Mindset Actress)

Breakthrough Barriers with Damali

Play Episode Listen Later May 19, 2022 27:39


n this episode, Damali discusses Marian Murray, who has worked as the senior vice president and global CFO of a marketing group and investment bank by 29. Now she has booked over 30 days for two years as a very successful actress. She has been featured on NBC, ABC, Buzzfeed, good morning, America…etc. ) Her unique perspective on entrepreneurship and acting comes from a young kid. Growing up, she was always a talker. She has always loved acting together; she combines and used to tell someone's story. She believes this industry works beautifully because it likes telling someone's stories and bringing them to life.

Jong Beleggen, de podcast
101. Kapitaalallocatie | € 250.100

Jong Beleggen, de podcast

Play Episode Listen Later May 19, 2022 56:03


Het belangrijkste punt om het management van een bedrijf op te beoordelen is wat ze doen met geld dat over is. Oftewel: kapitaalallocatie. Investeren ze in organische groei? Kopen ze eigen aandelen in? Gaat het naar een overname? Als kapitaal goed gealloceerd wordt, gaat het negen van de tien keer een goede belegging zijn. Pim legt uit waaraan je kunt zien of CEO's en CFO's de kunst van het alloceren beheersen.► Uitgebreide show notes en achtergrondinformatie: https://jongbeleggendepodcast.nl/101-kapitaalallocatie► Word Vriend: https://portfoliodividendtracker.com► Updates via Instagram: https://www.instagram.com/jongbeleggen► Mijn volledige portfolio: https://beta.portfoliodividendtracker.com/p/jongbeleggenDoor de toenemende populariteit van de podcast blijkt het echter onmogelijk om alle berichten te beantwoorden; hoe graag ik dat ook zou willen. Veel vragen die gemaild worden krijgen een antwoord in de podcast. De kans is heel groot dat jouw vraag al besproken is in één van alle afleveringen. Voor veelgestelde vragen verwijs ik je graag door naar de website, waar een pagina hiervoor is ingericht. Klik hier voor alle veelgestelde vragen.Deze podcast is 100% expertise-vrij en alleen geschikt voor amusementsdoeleinden. De inhoud mag niet worden beschouwd als financieel advies.Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.

Becker’s Healthcare Podcast
Lisa Medovich, CFO and Compliance Officer at Peterson Health

Becker’s Healthcare Podcast

Play Episode Listen Later May 19, 2022 15:32


This episode features Lisa Medovich, CFO and Compliance Officer at Peterson Health, Here, she joined the podcast to discuss strategic and financial growth at the health system, and opportunities ahead.

The CFO Playbook
Get Everything You Can Out of Technology with Ben Chrnelich, CFO at Symphony.com

The CFO Playbook

Play Episode Listen Later May 19, 2022 47:14


This episode of the CFO Playbook features an interview with Ben Chrnelich, CFO at Symphony.com. Ben has a passion for Capital Markets Technology. He has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Always aspiring to become a CFO, Ben sees technology as a tool that can empower financial leaders to have an impact at organizations that previously was not possible because the volume of work was too much and too manual. Over the past two decades Ben has held financial and management leadership positions at Charles Schwab, Lehman Brothers, NYSE and IPC where he drove business strategy to adapt to the constantly evolving trading landscape. When not working, Ben is on the pitch, coaching soccer for NJ ODP and his daughter's teams.In this episode of the CFO Playbook, Ben talks about his appreciation for the rate of change that technology is bringing both to capital markets and the finance profession. He feels adapting to the new wave of technology applications is paramount to success, giving companies the tools needed to gather the information and data they need. Ben sees these self-serving tools as a way to create a far more dynamic, explorative, and effective type of collaboration within companies that can bring down information barriers and remove friction from daily finance functions. He also discusses his path to becoming a CFO, the importance of being a passionate and excited leader, and other traits he sees as important to being a partner and guiding finances within any organization. Take The CFO Playbook Listener Survey to help us improve the show. You'll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.--------Guest Quotes“The language of business is driven by accounting and ultimately your ability to articulate numbers and align numbers to a strategy and business back to measured results has to be based on the foundation of your understanding of accounting. There are plenty of times where you see people in potential CFO roles that don't have that strong of an accounting grasp and they can struggle to understand all the elements that happen in that side of the space.”“Without a high level of technology, access, and development in financial technology applications, it'd be very difficult to provide the information to a wide group of people. At the same time, you, as a CFO, would spend all your time just talking about numbers, as opposed to creating the environment that you can distribute that information out to all the interested parties.”“Your intellectual curiosity is paramount. Eventually the numbers tell you everything, but they don't tell you everything if you don't spend time understanding how they're built, how they're generated, and what themes are coming out of the numbers. So, you really need to have that intellectual curiosity.”“Part of being a leader is you have to expose yourself. And, it's a little bit of a cliche, but you have to get comfortable with being uncomfortable. You have to put yourself out there a little bit. You have to know that if you put your head out, it might get knocked around a little. But, as long as you can keep doing that over time, you're going to be able to figure out how to lead. And people will look at that as someone that's comfortable taking a risk and pushing them forward.”“Numbers are foundational and numbers give security, but numbers don't tell all people what's actually happening in the business. They don't tell why clients are buying more of something. They don't say why something is seeing really good market penetration. They don't tell you why things aren't happening and you need to be able to, as a CFO, talk to non-financial people or really sophisticated business people who may not be into the numbers. Explain to them what's happening and why, and then support it back with the numbers. And I think when I see the CFOs that just do a phenomenal job, they can just traverse across the whole business environment, seamlessly weaving in numbers, operating metrics, product results, customer impact. It's just part of a comprehensive narrative of the business.”--------Time Stamp Topics:00:10 Career Path to CFO and Technology's Pace of Change05:00 Technology in Finance and Capital Markets06:00 Technology's Impact on Workflows and Software07:00 Development and Accessibility of Finance Systems09:00 Self-serving Technology Tools Bringing Down Information Barriers11:00 Real-Time and Relevant Insights13:45 Listening, Learning and Effort16:30 Being Effective and the Evolving Role of the CFO23:00 CFO Rules of Thumb for Leading27:00 Building the Best Team and Leadership Development30:30 Being a Reliable and Encouraging Leader33:30 Liberating Teams from Administrative Work36:30 Technologies for the Future40:00 Tips for Being a Successful CFO--------Sponsor:This show is brought to you by Soldo, the brighter way to manage business spending and expenses. With Soldo, you can control every expense, track spend in real time, automate financial reporting, and then use those insights to fuel growth. Learn more at Soldo.com--------Links Connect with Ross on LinkedInConnect with Ben on LinkedInThe CFO Playbook Listener Survey

Digital Business Evolution with Jessica DeRose
DBE 012: Getting To Know the CEO/CFO of Digital Business Evolution

Digital Business Evolution with Jessica DeRose

Play Episode Listen Later May 19, 2022 41:55


In this special episode of the Digital Business Evolution podcast, Jess introduces us to her partner, in business, and in life– her husband, Michael DeRose.  Mike serves as the CEO and CFO of Digital Business Evolution, but his journey to where he is today is outlined in this episode. In a culture where many are leaving their corporate jobs to pursue being their own boss, Mike is proof that the reason behind that shift does not always have to be a dislike for the job. Mike freely admits throughout the episode, that he loved his job, but there came a time when he was faced with the benefits that an entrepreneurial life could provide. As the two progress through the episode, Jess and Mike talk about situations that every entrepreneur can relate to. Monetary goals of needing to make ‘X' amount of money before you can quit your job can often turn into obstacles that hold us back from achieving our potential as entrepreneurs. Mike's mindset started to shift when the pandemic hit and he was forced to work at home and see what life as an entrepreneur could truly be. Being the coach Jess is, Mike was challenged to make the decision to leave a job he knew and loved for himself. The result is where we find DBE today.  As always, cheers to your evolution!  Episode Quotes “We can be stronger by leveraging the people around us.” –Michael DeRose “When we started to play those pros of ‘We could essentially have full autonomy and not just the business– but full autonomy in our life' that was more important to us than maybe having a stable paycheck.” –Jessica DeRose Key Timestamps [0:46] – Introduction of today's episode; [1:30] – Introduction of CEO/CFO of DBE– Michael DeRose; [4:10] – Mike's background before his career; [8:25] – When and where Mike and Jess met; [9:45] – Mike's quick progression in the corporate ladder of a job he loved; [15:20] – Using the skills you acquired in your corporate past to benefit you in your business; [19:40] – Learn more about Beyond 6 Figures; [24:53] – Thoughts and goals to have before leaving your job; [26:29] – Mike's mindset shift during the pandemic after getting a taste of entrepreneurial life; [30:55] – The exhilarating power of uncertainty; [33:15] – Jess challenging Mike to figure out his decision to leave his job for himself; [35:10] – Not needing to hate or dislike your job to pursue your own business; [38:30] – Text Jess with ideas of what to call episodes with Mike as well as topics for future episodes; [39:53] – Mike's most-asked questions and closing thoughts Episode Resources Be a part of my text family by texting “Podcast” to 973-358-7836.  Beyond 6 Figures: https://www.jessglazer.com/beyond-6-figures About Jessica DeRose Jessica DeRose is an entrepreneur and business mentor, who helps coaches build profitable online businesses. After quitting her 8-year career as an elementary school teacher and creating a multiple 7-figure business herself, Jessica is here to unlock doors you didn't even know existed. Connect with Jessica Instagram: @iamjessicaderose | @mike.derose @thedigitalbusinessevolution TikTok: @iamjessicaderose

Everything Compliance
Episode 100, the Ukraine Invasion Edition

Everything Compliance

Play Episode Listen Later May 19, 2022 77:17


Welcome to the only roundtable podcast in compliance as we celebrate our 100 show. In 2021, Everything Compliance was honored by W3 as a top talk show in podcasting. In this episode, we have the quintet of Jay Rosen, Jonathan Marks, Tom Fox, Jonathan Armstrong, and Matt Kelly to focus on changes to compliance and businesses in the wake of the Russian invasion of Ukraine, and begin with a special Breaking News segment of Elon Musk putting his Twitter purchase 'on hold'. and conclude with our fan-favorite Shout Outs and Rants. 1. Jay Rosen what the Russian invasion of Ukraine means for business ventures for countries in the West. Rosen shouts out Christopher Flores and Robert Moran, the first-time pilot who had to take over the landing of a plane when the pilot fell ill, and Robert Morgan, the air traffic controller who talked him down to a safe landing.   2. Matt Kelly takes a deep dive into the Stericycle FCPA enforcement action.  Kelly rants about Moderna and its hiring of the new CFO for one day and wonders if releasing news of the prior company's accounting fraud investigation could have been disclosed.  3. Jonathan Marks explores the changes the conflict has wrought for ESG. Marks also rants about Moderna which fired its CFO after one day on the job, asking did Moderna perform any due diligence.  4. Tom Fox looks at the changes in the National Security issues for ABC, AML, and export control. Fox rants about Justice Alito who wants to take American culture, legal rights, and jurisprudence back to 18th-century English law.  5. Jonathan Armstrong explores the changes the conflict has wrought for ESG. Armstrong shouts out to Ivy Williams and Helena Normanton, the first two women barristers in the United Kingdom.  The members of the Everything Compliance are: •       Jay Rosen– Jay is Vice President, Business Development Corporate Monitoring at Affiliated Monitors. Rosen can be reached at JRosen@affiliatedmonitors.com •       Karen Woody – One of the top academic experts on the SEC. Woody can be reached at kwoody@wlu.edu •       Matt Kelly – Founder and CEO of Radical Compliance. Kelly can be reached at mkelly@radicalcompliance.com •       Jonathan Armstrong –is our UK colleague, who is an experienced data privacy/data protection lawyer with Cordery in London. Armstrong can be reached at jonathan.armstrong@corderycompliance.com •       Jonathan Marks is Partner, Firm Practice Leader - Global Forensic, Compliance & Integrity Services at Baker Tilly. Marks can be reached at jonathan.marks@bakertilly.com The host and producer, ranter (and sometime panelist) of Everything Compliance is Tom Fox the Voice of Compliance. He can be reached at tfox@tfoxlaw.com. Everything Compliance is a part of the Compliance Podcast Network.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#420 Agile Unternehmenssteuerung - Arbeitsergebnisse vom Congress der Controller 2022 - Matthias von Daacke

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 18, 2022 9:50


Matthias von Daacke moderierte das Themenzentrum „Agile Unternehmenssteuerung – Neue Perspektiven für die Praxis“ auf dem 46. Congress der Controller in München und fasst die Ergebnisse im Interview mit Peter Bluhm zusammen. Folgende Referenten haben einen Beitrag geliefert: Oliver K.D. Watz & Claudio Galbusera, Vetter Pharma-Fertigung – Vom Number Cruncher zum Controlling Business Partner Consultant: Agiles Performance Management bei Vetter Pharma Svenja Amrhein, F. Hoffmann-La Roche AG – Wie Budgetierung eine ganze Organisation verändern kann Marie-Luise Lehmann, Deloitte Consulting – Unternehmensweite Steuerung agil gestalten   Der Performance Manager Podcast ist der erste und einzige deutschsprachige Podcast für Business Intelligence und Performance Management. Controller und CFO erhalten hier Inspirationen, Know-how und Impulse für die berufliche und persönliche Weiterentwicklung. Weitere Informationen zu Peter Bluhm, dem Macher des Podcast, finden Sie hier: https://www.atvisio.de/unternehmen/ Unsere Bitte: Wenn Ihnen diese Folge gefallen hat, hinterlassen Sie uns bitte eine 5-Sterne-Bewertung, ein Feedback auf iTunes und abonnieren diesen Podcast. Zeitinvestition: Maximal ein bis zwei Minuten. Dadurch helfen Sie uns, den Podcast immer weiter zu verbessern und Ihnen die Inhalte zu liefern, die Sie sich wünschen. Herzlichen Dank an dieser Stelle!  Sie sind ein Fan unseres Podcast? Sie finden uns auch auf diesen Kanälen: Exklusive Xing-Gruppe zum Podcast: https://bit.ly/3eKubH6 Exklusive LinkedIn-Gruppe zum Podcast: https://bit.ly/2zp6q7j Peter Bluhm auf LinkedIn: https://bit.ly/2x0WhwN Peter Bluhm auf Xing: https://bit.ly/2Kkxhne Webseite: https://atvisio.de/podcast Facebook: https://www.facebook.com/ATVISIO/ Twitter: https://twitter.com/atvisio Instagram: https://bit.ly/2KlhyEi Apple Podcast:  https://apple.co/2RUMwaK Soundcloud: https://soundcloud.com/atvisio

Talk to the Internet
PS Plus is Cheaper Than Xbox Game Pass - Inside Games News

Talk to the Internet

Play Episode Listen Later May 18, 2022 18:01


More games = more fun...right? Patreon: https://www.patreon.com/insidegamesYT Lawrence: http://twitch.tv/sirlarr | Bruce: http://twitch.tv/brucegreene | Charlotte: http://twitch.tv/whatashow Edited by: Matt Peake | http://vimeo.com/mattpeake Written by: Lawrence Sonntag Sources -- [PlayStation Blog] All-new PlayStation Plus game lineup: Assassin's Creed Valhalla, Demon's Souls, Ghost of Tsushima Director's Cut, NBA 2K22, and more join the service - https://bit.ly/3MqPFch [PlayStation Blog] PlayStation Plus Collection details revealed + your November PlayStation Plus games - https://bit.ly/3wpqeCo [Bloomberg] Sony's Obsession With Blockbusters is Stirring Unrest within PlayStation Empire - https://bloom.bg/3LoRYLN [Twitter, Tom Henderson] https://bit.ly/3GcsqRj [PlayStation Blog] All-new PlayStation Plus launches in June with 700+ games and more value than ever - https://bit.ly/35wODLV [Video Games Chronicle] Sony's CFO insists AAA game quality ‘will deteriorate' if it adopts Game Pass-style strategy - https://bit.ly/3MuzkDJ Music: Switch It Up - Silent Partner https://youtu.be/r_HRbXhOir8 Get Back - Silent Partner https://youtu.be/iQYmgOrPEvs Kula - Topher Mohr and Alex Elena https://youtu.be/0bywp0qTVNo Funk Down - MK2 https://youtu.be/SPN_Ssgqlzc

The Six Figure Photography Podcast With Ben Hartley
SFPP 203: How To Sell Your Photography Business Featuring Danielle Hayden

The Six Figure Photography Podcast With Ben Hartley

Play Episode Listen Later May 18, 2022 41:22


Danielle Hayden is a reformed corporate CFO (chief financial officer) who is on a mission to help rule-breaking female entrepreneurs understand their numbers so that they can gain the confidence needed to create sustainable profits. After spending 10+ years in the boardroom as a corporate finance officer, Danielle is now in her sweet spot as […] The post SFPP 203: How To Sell Your Photography Business Featuring Danielle Hayden appeared first on Six Figure Photography.

Yes, and Marketing
CMO Special: CATS, Clutter, and a Litmus Test for Content with Drew Neisser

Yes, and Marketing

Play Episode Listen Later May 18, 2022 46:04


As the founder of CMO Huddles and award-winning agency Renegade, Drew shares the four characteristics of successful CMOs, the conversation to have with your CFO, and how to make a rebrand stick.

CFO at Home
80. Saving, Spending, and Debt from a Biblical Perspective

CFO at Home

Play Episode Listen Later May 18, 2022 34:22


When it comes to the subject of faith, the church, and money, too often the images that come to mind aren't exactly positive. Today on CFO at Home Vince talks with Scott LaPierre, a Pastor who is dedicated to teaching sound, practical biblical money principles through his sermons, podcast, blog, and most recently his new book, Your Finances God's Way, A Biblical Guide to Making the Best Use of Your Money. Check out the conversation where we discuss Scott's views on the bedrock financial topics of spending, saving, debt, and more. Key Takeaways Developing healthy savings and spending habits involves balance and wisdom Sacrifices may be needed for a season of life to meet long-term financial goals, but that doesn't necessarily mean a lifetime of denial Budgeting can reveal wasteful and even unintentional spending that can be applied towards savings  Managing your finances well is a wisdom issue. It's determining how best to spend your money by applying the knowledge that you have.  In order to be wise with your finances, you have to be knowledgeable.  Having  knowledge but not applying it is the biblical definition of behaving foolishly Debt Scott is married, has 9 kids, has supported his family on a single income (as a teacher or pastor) and has no debt. Given that his professions have not been high-income, his belief that it is possible to live a fulfilling life without debt is rooted in personal experiences.  Believes with careful planning and sacrifice, debt (even mortgage debt) can be avoided Resources Your Finances God's Way: A Biblical Guide to Making the Best Use of Your Money Ways to contact/follow: Scottlapierre.org Scott Lapierre - Youtube Scott Lapierre - Facebook Contact the Host - vince@thecfoathome.com  

CFO Thought Leader
802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

CFO Thought Leader

Play Episode Listen Later May 18, 2022 53:32


When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he mentions that although he had a deep interest in biology during his high school years, upon entering college he decided to swap out a biology curriculum for an accounting one. More than a decade later, Catelani decided to make a career “lane change” to accept a CFO role for a manufacturer of instruments and tools used in drug discovery. While the company, whose stock was traded on the ASX (Australian Securities Exchange), was not directly involved in drug discovery, Catelani believed that the CFO stint would put him one step closer to opportunities inside the biotech realm. Still, he can't help but marvel at the randomness of the circumstances that ultimately opened the biotech door. “It was complete dumb luck: A recruiter was looking for a CFO who had Australian Securities Exchange experience for a biotech firm in the Bay Area, and—not surprisingly—mine was like the only name that popped up,” explains Catelani, who was named CFO of Benitec, an Australian public company that at the time specialized in drug development for hepatitis C and HIV. Seventeen years and multiple biotech chapters later, Catelani looks back on his original door of entry as “a bit of a turnaround.” “It had roughly 6 weeks of cash when I came on board and at the time was involved in a number of patent infringement lawsuits,” reports Catelani, who lists cash management as every biotech CFO's mission-critical skillset tool. –Jack Sweeney

Journey to Personal Excellence
Ep. 122 - The Do It All Be It All WOMAN

Journey to Personal Excellence

Play Episode Listen Later May 18, 2022 46:52


Lindsey is an award-winning CFO, and financial and visionary leader, providing business owners with proven financial guidance and operational strategies to facilitate exponential business growth.   Lindsey currently serves as an independent financial consultant to business founders. She is also the Co-Founder of Curls Poppin (CurlsPoppin.com) and the creator of PlanSecurely.com (a digital life organization software - in beta mode).   Lindsey has served as the Chief Financial Officer for J Public Relations, Inc. an award-winning PR Agency where she has been instrumental in managing their financial growth from $750k to $14M+ in annual revenue while growing headcount from 7 to 75+ employees and expanding the business from San Diego to Santa Monica, New York, and London. Her expertise includes leading an international acquisition for the agency.   Lindsey has collaborated with clients ranging from startups and small businesses to large corporations. She has served as the CFO for a successful money management firm (AUM = $250M) where she managed all financial and business operations, as well as compliance and investor relations.   Beyond all of these major business accomplishments, Lindsey is also a mother of 4 boys, a wife, and such a compassionate leader. She is such an inspiration to all that you do not have to choose between motherhood, the relationship, or the success...YOU CAN LITERALLY HAVE IT ALL!

The Country
The Country 18/05/22: Marc Rivers talks to Jamie Mackay

The Country

Play Episode Listen Later May 18, 2022 5:12


Fonterra's CFO responds to James Shaw's assertion that New Zealand will lose lucrative off-shore buyers if it doesn't lower the carbon footprint of its dairy production. We also look at last night's GDT auction (down 2.9 per cent, WMP -4.9 per cent) and explain why it was actually a good result! See omnystudio.com/listener for privacy information.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#419 Digitalisierung - Arbeitsergebnisse vom Congress der Controller 2022 - Robert Tischler

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 17, 2022 19:59


Wie leistungsfähig sind moderne Planungswerkzeuge in Bezug auf Predictive Planning und Forecasting? Welche Funktionen bieten sie und wie verlässlich sind die Ergebnisse? „Die Predictive Planning Challenge: Neue Möglichkeiten für schnellere und bessere Forecasts“ wurde moderiert von Robert Tischler, der gemeinsam mit den Teilnehmern die Ergebnisse zusammenfasst.   Der Performance Manager Podcast ist der erste und einzige deutschsprachige Podcast für Business Intelligence und Performance Management. Controller und CFO erhalten hier Inspirationen, Know-how und Impulse für die berufliche und persönliche Weiterentwicklung. Weitere Informationen zu Peter Bluhm, dem Macher des Podcast, finden Sie hier: https://www.atvisio.de/unternehmen/ Unsere Bitte: Wenn Ihnen diese Folge gefallen hat, hinterlassen Sie uns bitte eine 5-Sterne-Bewertung, ein Feedback auf iTunes und abonnieren diesen Podcast. Zeitinvestition: Maximal ein bis zwei Minuten. Dadurch helfen Sie uns, den Podcast immer weiter zu verbessern und Ihnen die Inhalte zu liefern, die Sie sich wünschen. Herzlichen Dank an dieser Stelle!  Sie sind ein Fan unseres Podcast? Sie finden uns auch auf diesen Kanälen: Exklusive Xing-Gruppe zum Podcast: https://bit.ly/3eKubH6 Exklusive LinkedIn-Gruppe zum Podcast: https://bit.ly/2zp6q7j Peter Bluhm auf LinkedIn: https://bit.ly/2x0WhwN Peter Bluhm auf Xing: https://bit.ly/2Kkxhne Webseite: https://atvisio.de/podcast Facebook: https://www.facebook.com/ATVISIO/ Twitter: https://twitter.com/atvisio Instagram: https://bit.ly/2KlhyEi Apple Podcast:  https://apple.co/2RUMwaK Soundcloud: https://soundcloud.com/atvisio

TalkLP
[Don’t] Stay In Your Lane

TalkLP

Play Episode Listen Later May 17, 2022 26:22


Do you report to the CFO?  Art Barraza, Director of Loss Prevention and Safety at Lovesac, chats with TalkLP Host Amber Bradley about the positives and challenges of working directly for the Chief Financial Officer.  Learn the secret of having the answers before they ask the question....(hint: tie it into operational benefits)...but here's some actual tips on how to do it!  Art also talks mentors and gives a few shout outs.... Hear how Art selects a mentor and why.  Oh yeah, Art also provides you the WORST career advice he ever received!

Scalable Real Estate Investing
#49 Hedging Inflation with Commercial Real Estate with Bob Fraser

Scalable Real Estate Investing

Play Episode Listen Later May 17, 2022 33:45


If you enjoyed this episode, or are enjoying the Scalable REI show overall, show your support by buying the Scalable REI team a cup of coffee: https://www.buymeacoffee.com/scalablereiMr. Fraser has 20+ years' experience as a finance and technology executive and is a Magna Cum Laude U.C. Berkeley computer scientist and a former Entrepreneur of the Year Award winner. Fraser is responsible for financial management, portfolio modeling, as well as systems and processes, designing and deploying Aspen's scalable state-of-the-art back-end platform.In 1995, Mr. Fraser founded NetSales, Inc., a back-office e-commerce provider. As a CEO, Mr. Fraser raised $44 million in investment capital, and guided the company to an average of 20% month-to-month revenue growth, becoming the metro area's fastest growing company between 1997 and 1999.Since 2002 Fraser has founded and served several non-profit organizations as a board member and CFO. Fraser has also been involved in a number of entrepreneurial initiatives, including book publishing, financial consulting, and an investment fund managing member.In 2012 Fraser co-founded Aspen Funds, a fund management company focused on mortgage investments.Helpful Links:Investlikeabillionaire.com for podcastBest Way to Contact Bob:Aspenfunds.usEpisode Highlights:- At an 8% inflation rate your savings account will be cut in half over 10 years, which makes investing in an inflation-hedging asset class like real estate a no-brainer- Bob and his team heavily focus on both macro and micro economic themes to ensure the wind is to their back in every investment deal. This also creates a strong margin of safety on each deal to allow any room for error when markets change.- Commercial real estate is a particularly scalable asset class considering everything is valued based on the net operating income (NOI) of the property

CFO Weekly
Creating Financial Visibility and Improving Your Accounting Processes and Financial Reporting w/ Brian Hayes

CFO Weekly

Play Episode Listen Later May 17, 2022 32:17


Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO, has some nuggets of wisdom on how to manage everything successfully. Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements. Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting. In this episode, we discuss: - Why do CFOs need to understand business operations? - What does a roll-up-your-sleeves approach to financial consulting entail? - How to get better visibility into your company's financial performance? - How can CFOs improve the accounting processes and financial reporting? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

BrandsTalk
Using financial intelligence programs to help businesses thrive w/Natalia Zacharin

BrandsTalk

Play Episode Listen Later May 16, 2022 33:09


✨ “Entrepreneurship: A rollercoaster that is worth every minute”

The Daniela Cambone Show
Crypto Carnage: Why Bitcoin May be Headed to $12,000 And Can UST/LUNA Be Saved?

The Daniela Cambone Show

Play Episode Listen Later May 16, 2022 24:02


"Bitcoin shining during inflation was always a myth," claims Gareth Soloway, president and CFO of InTheMoneyStocks.com. He tells our Daniela Cambone that Bitcoin has never experienced an era without quantitative easing stemming from the Fed, and has a $20,000 high-end and a $12,000 low-end target for the digital asset. "Terra's collapse was insane," Soloway exclaims, saying that it will be very hard for it to bounce back significantly since they keep minting, "more and more coins." Soloway asserts that bitcoin is still viewed as, "digital gold," but the precious metal gold is a very mature asset in comparison. "Even after a pretty dramatic pullback recently, gold is still having a positive year," he states when comparing the safe haven to other forms of stored wealth. "Gold should start its next leg up soon," he predicts, as the precious metal saw a downturn over the weekend. He concludes that we are in a "Fed-induced bear market, with a recession coming later in 2022," so it's important to be a nimble investor.

Hack tu Startup
Ep. 30 - Carlos de la Pradilla, Polymath Ventures | Cómo construir tu modelo de negocio enfocado en la clase media

Hack tu Startup

Play Episode Listen Later May 16, 2022 29:27


¿Cómo construir tu modelo de negocio enfocado en la clase media? Hablamos sobre este tema con Carlos de la Pradilla, cofundador y CFO de Polymath Ventures, una organización dedicada a identificar oportunidades de mercado, conectar a los emprendedores con buenas ideas y crear nuevos modelos de negocio. ¡Te lo compartimos! Algunos temas importantes de la entrevista:  -Cuál es la importancia del talento en el proceso de construcción de compañías. -Cómo identificar oportunidades en empresas desde cero. -¿Por qué la clase media como mercado?  - ¿Qué claves son importantes al momento de crear empresa? Encuéntranos en Linkedin: Carlos y Ana.  Si quieres más información sobre nuestro siguiente podcast, puedes seguirnos en Instagram o visitar nuestro contenido en https://www.hacktustartup.com/  

The Optimal Life with Nate Haber
Ep. 233 - Tim Tortora :: The Financial Side of Hollywood Movie Productions

The Optimal Life with Nate Haber

Play Episode Listen Later May 16, 2022 37:33


Tim Tortora is an outsource CFO for Hollywood movie producers and content creators, handling all financial tasks associated with film production.  Having spent the past 30+ years in the industry, Tim's deep connections and know-how led him to write the book "Hollywood Dream Jobs: How to Build the Connections that will Shape Your Career in Film and TV." Learn more at https://timtortora.com

Accelerate Your Business Growth
Succession Food Fights

Accelerate Your Business Growth

Play Episode Listen Later May 16, 2022 52:52


It takes grit, determination, governance and process to build and transition an enduring family business. The most successful family enterprises strive for a balance between the demands and dreams of the family, the business, and the owners. Martha Sullivan joins us to explore some of these challenges and the best practices for family businesses to achieve that balance and thrive for generations. Once a systems consultant, Martha turned a brilliant act of rebellion into a career as a CPA, CFO, COO, value growth strategist, and family business succession consultant, working with hundreds of clients over three-plus decades.  A Consultant with The Family Business Consulting Group & President, Provenance Hill Consulting, she has one purpose: Help business owners build, buy, & sell their company so they can move on to their next adventure & achieve their financial goals. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. If you haven't seen all Audible.com has to offer, you don't know what you're missing. Sign up for a free trial at audibletrial.com/businessgrowth.

The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy

Should Therapists Correct Clients? Curt and Katie chat about whether therapists should correct clients who use offensive language. We look at what we should consider when addressing what clients say (including treatment goals and the relationship), how therapists can take care of themselves to be able to treat clients who hold a different worldview, and how (and when) therapists can address problematic language appropriately. Transcripts for this episode will be available at mtsgpodcast.com! In this podcast episode we talk about whether therapists should call out their clients on words they find inappropriate We decided to address the language that clients use in session and what to do when we find the language offensive or harmful. Should therapists correct clients when they use language we find offensive or harmful? Blank slate or “join your clients” approaches Whether the language should be addressed when it doesn't align with a client's stated treatment goals Showing up as a human and addressing the therapeutic relationship Judgment or shaming that can happen with clients What should therapists consider when addressing what clients say? The relationship between the therapist and client Relevance to clinical goals The impact on trust in the therapeutic alliance The importance of using the client's language to affirm their experience The power differential between therapist and client How can therapists show up with clients who see the world differently than they do? Addressing objectification of therapist's identities Assessing when therapists are centering their own experience versus responding to what is in the room Using the relationship to process client's perspective “I feel like just living in the client's world without honoring my own experience at all doesn't feel quite right. But centering my experience feels wrong.” – Katie Vernoy What can therapists do to appropriately address problematic language with their clients? Process what is being said before correcting specific words Address within the relationship and within the treatment goals Using our own coping skills to be able to navigate what our clients bring to session “I'm very worried that therapists don't have enough of their own coping skills to deal with these things coming up in sessions. Where they feel that they have to shut these clients down for the protection of themselves. You know, their only coping mechanism seems to be – I need to escape working with clients that don't already agree with my worldview.” – Curt Widhalm Where social justice plays a role (and maybe shouldn't) Education and supporting the client's whole development Assessing the impact of these interventions (both positive and negative) Assessing the harm in not pointing out bias or harmful language   Our Generous Sponsors for this episode of the Modern Therapist's Survival Guide: Turning Point Financial Life Planning Turning Point Financial Life Planning helps therapists stop worrying about money. Confidently navigate every aspect of your financial life - from practice financials and personal budgeting to investing, taxes and student loans. Turning Point is a financial planning & coaching firm that helps therapists stop worrying about money. Dave at Turning Point will help you navigate every aspect of your financial life - from practice financials and personal budgeting to investing, taxes and student loans. He'll help you move through that feeling of being stuck, frustrated and overwhelmed... And arrive at a place where you feel relief, validation, motivation and hope. And for listeners of MTSG, you'll receive $200 off the price of any service. Just enter promo code Modern Therapist. Be sure and visit turningpointHQ.com and download the free whitepaper “7 Money Mindset Shifts to Reduce Financial Anxiety” OOTify OOTify. "OOT" or "uth" (उठ) means "lift up" in the Hindi language. OOTify is a digital health solution that acts as an evidence-based hub to unify relevant mental health resources. Community, Connection, and Collaboration are critical to OOTIFY.  As they lift the mental healthcare system, they ensure providers are part of the process. OOTIFY is a platform for providers, built by providers, and owned by providers. OOTIFY is the process of lifting up mental healthcare, while lifting each other up. We need to talk about our mental health. We need to make our mental health stronger so we can withstand the things that happen in our life. We're going to go through trials and tribulations. But if we can work on our mental health, proactively, our wellness, we can handle all that as a community and come together. People are more open to talk about these stories and say, “Hey, listen, I'm going through this too.” Do be you want to be a part of the solution by joining a new web three community focused on mental health and wellness? Join the OOTify community as an investor or mental health provider by visiting ootify.com/contact. You can also give us a follow on social media to stay tuned on exciting updates.   Resources for Modern Therapists mentioned in this Podcast Episode: We've pulled together resources mentioned in this episode and put together some handy-dandy links. Please note that some of the links below may be affiliate links, so if you purchase after clicking below, we may get a little bit of cash in our pockets. We thank you in advance! Therapist–Client Language Matching: Initial Promise as a Measure of Therapist–Client Relationship Quality Feedback Informed Treatment   Relevant Episodes of MTSG Podcast: Do Therapists Curse in Session? How to Fire Your Clients (Ethically) How to Fire Your Clients (Ethically) part 1.5 When is it Discrimination? Conspiracy Theories in Your Office   Who we are: Curt Widhalm, LMFT Curt Widhalm is in private practice in the Los Angeles area. He is the cofounder of the Therapy Reimagined conference, an Adjunct Professor at Pepperdine University and CSUN, a former Subject Matter Expert for the California Board of Behavioral Sciences, former CFO of the California Association of Marriage and Family Therapists, and a loving husband and father. He is 1/2 great person, 1/2 provocateur, and 1/2 geek, in that order. He dabbles in the dark art of making "dad jokes" and usually has a half-empty cup of coffee somewhere nearby. Learn more at: www.curtwidhalm.com Katie Vernoy, LMFT Katie Vernoy is a Licensed Marriage and Family Therapist, coach, and consultant supporting leaders, visionaries, executives, and helping professionals to create sustainable careers. Katie, with Curt, has developed workshops and a conference, Therapy Reimagined, to support therapists navigating through the modern challenges of this profession. Katie is also a former President of the California Association of Marriage and Family Therapists. In her spare time, Katie is secretly siphoning off Curt's youthful energy, so that she can take over the world. Learn more at: www.katievernoy.com A Quick Note: Our opinions are our own. We are only speaking for ourselves – except when we speak for each other, or over each other. We're working on it. Our guests are also only speaking for themselves and have their own opinions. We aren't trying to take their voice, and no one speaks for us either. Mostly because they don't want to, but hey. Stay in Touch with Curt, Katie, and the whole Therapy Reimagined #TherapyMovement: Patreon Buy Me A Coffee Podcast Homepage Therapy Reimagined Homepage Facebook Twitter Instagram YouTube   Consultation services with Curt Widhalm or Katie Vernoy: The Fifty-Minute Hour Connect with the Modern Therapist Community: Our Facebook Group – The Modern Therapists Group Modern Therapist's Survival Guide Creative Credits: Voice Over by DW McCann https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano https://groomsymusic.com/

Breakfast Leadership
Interview with Ken Sanginario

Breakfast Leadership

Play Episode Listen Later May 16, 2022 25:43


Ken's Bio:   * Nationally recognized pioneer in rapidly growing value growth services industry, educator in multiple professional certification programs, developer of global-award-winning value enhancement software (Value Opportunity Profile), creator of the only credentialing program for value growth services in the world, sought after speaker for national conferences, and most valued advisor to middle market business owners, boards of directors, investors, and lenders. * Highly experienced and creative executive, skilled in developing business strategy and building value as CEO, CFO, and Advisor. Natural ability to align and motivate high caliber teams around clearly defined objectives of an organization, and to build trust and collaboration among colleagues, clients, and other stakeholders. * Demonstrated success in structuring and executing M&A transactions, raising debt and equity capital, turning around distressed companies, and valuing private middle market businesses. Uniquely talented at navigating organizations through difficult circumstances, instilling a calm logical approach to successfully resolving complex issues and highly charged situations. Areas of Expertise: * Strategy Development / Execution * Creating Value in Private Companies * Board Director / Advisor * Certified Value Growth Advisor * Certified M&A Advisor * Certified Turnaround Practitioner * Accredited in Business Valuation * Corporate Finance   https://www.linkedin.com/in/ksanginario/ Social Media Links: www.corporatevalue.net

Cool Things Entrepreneurs Do
ReJoule Shakes Up World of Batteries

Cool Things Entrepreneurs Do

Play Episode Listen Later May 16, 2022 24:21


Zora Chung joins the conversation on "Making Waves at C-Level" to talk about growing a business, Angel Funding, and business success. ReJoule is a start up that does fast testing for eclectic vehicle batteries.   About Zora Chung Zora Chung is the cofounder and CFO at ReJoule, a battery diagnostics and optimization company focused on maximizing the value of every battery. ReJoule has graded over 1MWh of used electric vehicle (EV) batteries as part of their project to repurpose used EV into a stationary application. This project is funded by the California Energy Commission where Zora has blogged to document their learnings, progress, and obstacles. ReJoule's work has been featured by Wired, Frost & Sullivan, and across a few podcasts and conferences. Before founding ReJoule in 2017, Zora has spent over 12 years in corporate finance at Clorox and Walmart eCommerce. She's created long-range strategic and financial plans, negotiated contracts, and evaluated new and existing business models and optimized them for scalable growth. She holds a B.S in Business Administration from UC Berkeley's Haas School of Business.  About ReJoule ReJoule is setting the standard for battery health diagnostics to improve the economics of electric vehicles (EV) batteries across its life cycle. Current health predictions only get worse as the batteries age and other ways to test the batteries can take hours. ReJoule's fast and non-invasive diagnostic has already tested forklift, truck and bus batteries. It was proven to be at least 50x faster (5 min or less vs. 6-10 hours) than current testing methods without sacrificing accuracy. They've raised over $5M in non-dilutive grants and in 2022 got their first few paid customers - one is a top 10 automaker seeking to repurpose their used EV batteries in a second-life application. The ultimate goal is to get ReJoule's technology into production vehicles and at service centers around the world. The founding team is a brother-sister duo balanced between an innovative technical cofounder who has built all the IP in-house and an experienced finance and business strategist. https://thomsinger.com/podcast/rejoule Learn more about your ad choices. Visit megaphone.fm/adchoices

CFO Thought Leader
801: The Founder & The Future | Ryan Van Hatten, CFO, Prophix

CFO Thought Leader

Play Episode Listen Later May 15, 2022 52:41


Perhaps few CFO career paths better reveal the advantages founder-led firm may offer than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until a CFO hire could be made. Recalls Van Hatten: “I knew all of the people on the finance team, and they knew me, and we respected each other, so it was like, ‘Calm the troops, assess where we're at, and while this may take a few months, you can then go home to operations.'”     However, Van Hatten never did return to operations, and his ascension into the CFO role was finally set after Barber sold the software company to Canadian private equity firm HG Capital in early 2021.   Comments Van Hatten: “I was suddenly thrust into a different world. It was very different from having Paul and a bunch of friendly managers asking the questions.” Still, few CFOs likely would have been better prepared to answer sticky operational questions than Van Hatten, who had spent the balance of his 16-plus years at the software company zigzagging across the organization as Barber and COO Alok Ajmera (now CEO) summoned him to take on new and different roles.      Reports Van Hatten: “I had been around the company a long time. I knew the people, and if I had fallen flat on my face, they would have been there to help me and pick me up.” Asked what advantages a founder-led firm might offer to aspiring CFOs and what exactly sets apart the company that Paul Barber founded, Van Hatten says that this comes down to learning and relationships: “It's having the openness to learn from each other.” –Jack Sweeney

Women Leaders Podcast
Andrea Williams

Women Leaders Podcast

Play Episode Listen Later May 15, 2022 40:54


Hello, and welcome to the Women Leaders podcast! I'm Patti Phillips, CEO of Women Leaders in College Sports. Today, we are back for round two with Andrea Williams, now the Chief Experience Officer for the NBA Utah Jazz.  When we last talked to Andrea on episode 38, she had just moved from the Commissioner of the Big Sky to become the CFO of the College Football Playoff.  Now that she's made the jump to pro sports as a CXO (that's chief experience officer – coolest job title ever) with the Utah Jazz we thought it was time for another check in.     Listen in to hear how her work in college sports prepared her for this new role, how her leadership has evolved since being the Commissioner of the Big Sky, and what she believes is the most important skill that leaders possess.  We discuss the similarities and differences between working in intercollegiate athletics and pro sports, as well as the barriers women and women of color face in both spaces.  And we talk about and how to overcome those.   Lots of great info here so don't miss a moment of it. Enjoy, and remember...We are Women Leaders! 

Financial Investing Radio
FIR 151: How To Reduce Your Business Cost With AI !!

Financial Investing Radio

Play Episode Listen Later May 14, 2022 39:54


In this episode, I have the opportunity to speak with Alex Hagerup who is solving the problem of using AI to take costs out of your business. Grant Hey, everybody, welcome to another episode of ClickAI Radio. So today I have someone that I have been admiring by looking at his background, here with me today to talk about some amazing aspects of his journey to solve business problems leveraging technology, specifically AI which is quite cool. Anyway, let me stop right there. And welcome Alex Hager group. Hello, Alex. Alex Hey, Grant. Thanks for having me. It's a pleasure. Grant Thank you. Thanks for being here today and for taking the time. I know you're getting ready to head off trans continental here pretty soon on a trip. So thanks for for jumping on this conversation here today. Alex Absolutely. It's exciting being able to travel again. So I going home to the Motherland for a few weeks is exciting. I haven't been there for more than a few days, for the last three years, actually. So I'm definitely excited. Grant Have have have the COVID situations and those numbers pretty good over there at this point. Alex Yeah, everything is fine. So Norway is completely open again. And it's all good. But But Norway was one of those countries that really looked down hard. And also since the US didn't allow non US residents to actually come back into the country. If you left. It was just a problematic situation to go to Europe in general. Wow. Grant Yeah. What a great opportunity to get home to family. Well, thanks for taking your time here with me today on this. So Vic AI. All right, who is Vic AI? What happened here? How to what are you? What are you solving? What what problem? Are you looking to address with Vic? Ai? Alex Yeah, absolutely. So I'll take a little bit of the background to set that up. So I, I've always been very interested in both accounting, finance and technology. So this is a company that lives in the intersection of those. My mom had her own accounting firm. So I grew up there, which probably influenced my interest for for accounting in general. And I built a couple of companies. But one that I spent three years with just prior to starting, Aki was a cloud ERP system, an accounting and accounting platform that was being used by about 30 40,000 companies back then it's about 80 90,000. Now, and during working there, you know, observe the sort of, let's say, the challenges of accounting and the manual, repetitiveness, the tediousness, all of that from, you know, every day you felt it? Grant Where? I mean, what is the excitement in that? Right? I mean, where's the excitement? Yeah. Did you credit that properly?  Alex Oh, gosh, yeah, exactly. So so we were we were just observing this. And then this was back in 2014 15. Just before we started with AI started having a new, you know, like a new summer or a new renaissance in a way and, and we were thinking like this has to be we can maybe like we can solve this in a better way than how the technology has solved it so far. And after some deliberation, we sort of thought that we could create AI algorithms that would be able to actually do accounting transaction processing better than humans. Grant Because that's a really key point I think you're making. So the way that we've been solving this problem up to this point has been, let me take the tasks that we do and just automate the tasks themselves. Right. In other words, let me take your actual transactional activities that you're working through, and just put some increased processing to that. That's how it's historically been done, right? Alex Yep. Correct. And that's been entirely driven by rules, right? So, you know, transaction, Uber, transportation, as, you know, rules based automation, right? And there are all sorts of problems with that. It's obviously better than doing everything manually, right? So we aren't we're progressing through stages there. If you go back before the spreadsheets, you know, everything was done entirely manually. So we are progressing here, but, but what we're building is not next face that comes off there, you know, what everyone is using today, all over the world. And, you know, AI will solve this in a more scalable and gracious way and more more effectively. So that was all right. Yeah. Grant Yeah. So real quick on that, can you articulate how is that different? Right? Because all of us come from this rules based way of thinking. So what is it that AI is going to do better? How will it do it differently than what we're used to? Alex Yeah, I mean, that's a that's a great question. It's kind of the essence as well. So when you when you look at how it happens today, it's not only rules are not only automation, it's automation, and a lot of human hours involved. So you can always ask yourself, why are all those human hours involved? If it's automation, right? So so it begs the question, right, so what happens in reality is that sort of rules and templates and RPA isn't sufficient, because there's so many edge cases, and there's so much variability in the world of accounting. So you know, rules only takes you so far. And then you have to staff up and have human cognitive reasoning step in and do the rest of it. So where AI comes in is that it can do both of those things. So it does the automation without rules, and it can do the reasoning that humans are there to do today. So I always say that AI is, is great at sort of mimicking that reasoning that humans are doing. So one of the areas that we're in is invoice processing. And when I give an invoice to any human, you know, it will always tell me, oh, that's the vendor, you know, that's the invoice number, lots of total costs. But that's not obvious to a computer. And if you're gonna write rules for every variability in the world, you can just end up writing too many rules. So it's just not a, it's not a great technology for it. And AI is way better. So it's just like in the early stages, so that's next sort of digital transformation, transformation journey that we're all. So as Grant So as you know, when you're working in the AI space, and you're saying, Oh, I'm going to apply AI to a particular problem, you end up building different models with different AI characteristics based on the nature of the problem, some more aggression based some more sort of classification based, as your people as your customers look to use your platform, do they get exposed to any of that? Are they even aware of what elements or aspects of AI are at play? Or? Or do they just jump in and start solving the problems they're used to, and then the right sort of AI model behind the scene is executing on their behalf? Alex Yeah, we've hidden all of that from our customers. So we do try to keep sort of Explainable AI in the way where our user interface is explaining why our AI predicted something. But we've kept all of the complexity, so sort of models and model training. And all of that is in the background, we decided to do like an end to end service where the customer, they don't really need to do anything technical. It's, it's, you know, just another SAS subscription that they're using, that they plug into one of their processes. And then we deal with all of the complexity of the models, both global models and AI models, specifically the same for each customer. So we keep all of that complexity hidden. Grant That's awesome. That way, I'm not touching any of that as the end user. So if I see the name Vic AI, I don't need to shy away and say, Oh, wait, I need to be an AI expert. It's more that this is the enabling technology. And it just turns out that you've made that simple for the people without needing to know that Wait a minute. So that brings a question on my use, you know, one of the challenges around AI is the whole notion around bias. And, and, and with the cognizance that's required for humans up to this point, and still largely today to do you know, counting processes. Therefore, that has the opportunity for some bias that comes in right terms of the way things get handled. How do you deal with that then in terms of applying AI so that that bias doesn't creep through? Alex Yeah, it's a great question. And it's a challenge for everything where we're data sets are involved in training, AI. So one of the ways that so one of The one of the good things with accounting data, if you start with that is that it's ultimately numbers and classifications. And you, you kind of want to have that, right? Because otherwise your your books of your business is wrong. So unless you want them to be wrong, you know, you have a very good incentive to keep this right. SO into SO, you know, I think we generally see kind of less less bias in accounting data, and then some other more like subjective data in a way. And then also we draw on data across 1000s and 1000s of customers. So we have customers in both Europe and the US and many other many other regions as well, but the little fewer and most of the concentration in Europe and US. And in all sorts of industries and all sorts of sizes, we have about 13,000 customers on the platform now. So when you start looking at such a wide data set, you also hopefully reduce some of some of that bias. And then you also have auditing processes that sort of sits at the end of their accounting. And hopefully also they'll you know, annually they'll catch corrections, and also fed in as well to make AI. So those are some of the tactics. Basically, it's all about keeping clean data, so that our predictions are accurate. That's really what we're trying to get to. Grant Yeah, boy, that's that's so critical, especially as you pointed out with the with the need to of course, be accurate for the business for sure. All right, so So let's say that you've got this data, you've cleaned it up, you've done the preparation, you're on the Vic AI platform, the question now in my mind becomes, therefore, what changes in the lives of the people that adopt this right and others, they may change? I'm supposing something about the way they do their daily work, or the way the CFO does certain things, or maybe even impact on regulations and audits. I mean, what's the impact of the organization when when this gets adopted?  Alex Yeah, I'm also in question. And I want to point out also that the beginning of getting getting live with Vicki AI isn't complex for a customer, because we built an automated system to ingest and clean their historical data, which then goes into our system automatically and train our AI algorithms so that when we go live, we have, you know, pretty good knowledge of what's going to be predicted. We know your system, we know your accounting, we know how you do things. So when you start pushing new transactions through our classification, accuracy is high. And there's no complexity for the customer. In that process, it basically happens automatically in the background. Once you are live with Vic AI, some things will will change. But it doesn't sort of change. Like overnight. One of the things with AI is it gets better and better over time. And one of the things we're driving towards is what we call full autonomy. And full autonomy is you know, the AI's version of automation. But it means that it has perceived this not to need human review. And that's when it's fully autonomous. So that's our sort of end goal with the autonomy of transactions is that, you know, the AI system is perfectly confident in the work that it has been doing. So it doesn't even ask a human to review it. So this this increases over time. So when you start with Aki, you, you have a you know, you have a better interface, you have a smoother operation, you have already probably 50% time reduction in the first month of using the system. Grant Let me stop you on that right there. 50%. So, that would be 50% of those that are doing sort of the daily operational activities, or is that of the CFO? Or who who is that, that that percent impacted? Alex Yeah, that's on the accounting team that is doing the processing. So if you're doing you know, if you have five people or if you have 15 people doing invoice processing, whether they are onshore or offshore, you know, just in the beginning, you can drastically reduce that, and then that percentage just increases over time because you're substituting the AI for for for human FTE. So basically, and and what we see is that everyone wants to do something else than just sit and do like data entry and accounting classification, right? You you, you can be more proactive, you can do more value added work than that. And we're sort of at that phase now where the AI can substitute that's partly augments and also fully run things autonomously. So when you put this in place, in the beginning, there is a little bit of effect right away but you know, you got to read the sign some of your some of your processes and some of your routines because you have a platform here now that is doing Most of the work for you, and you're just reviewing and you're reviewing the AI and training the AI to become more autonomous. So you've got a little on my mind shifts, and some sort of routines, you don't need to double and triple check, check in have four people involved in reviewing, you know, one thing because the AI can tell you how confident it is. And if it is very confident, maybe you can have one person review it in the beginning, and then eventually it will be fully autonomous. If it's less confident, then it will also tell you, and you can review it in more detail. So it's pretty, it's pretty, pretty fascinating. Grant It is dang fascinating. And I'm assuming that there are some that have run into this, and they've worried about their jobs, right? They're like, wait a minute, you're taking my tasks away from me? Do you have to help them overcome that fear and say, hey, you know, you're gonna move towards more value added activities within the organization? Have you run into that problem? Alex So it will we see is that it's, everyone is just squeezed on time, right? Everyone's trying to hit the deadline of the month, the clothes and all of that. So it there is no shortage of work to be done in the accounting piece. And, and just having, you know, having faster turnaround time having more accurate data, because AI is more accurate than humans, like it doesn't fat fingers thinks the same way. And when it's uncertain, it asked for a human verification, a human looks at it, and then you get more accurate than then all the way. So we see that, you know, there's no shortage of things to do. Everyone wants to progress their careers. And I don't really perceive that as an actual problem. But it is like a, you know, people think about that as a problem, but I don't think it is in reality. Grant So this has been several years and coming. When did you start this 2 to 3 years ago? Alex Yeah, early 2017, was 5 years. Grant Okay, that's, that's awesome. And you built this ground up, meaning all of AI development AI technology that your organization's created, right? Alex Yeah, exactly. I mean, it's been challenging. That's why it's taken taken quite a few years, as well as because you we started, you know, completely scratch, and we had to figure everything out. So one of the things that sets the KPI apart a little bit as part of our founding story, where we were able to start the company, we had access to a gigantic data sets of accounting transactions, and all corresponding documents to that. So that helped us just spend the first two years we just spent on data analysis, data science and machine learning development, because we had some thesis and theories that this could work, but we didn't know. So it just had to do that in the beginning, for for a couple of years. So when we saw that this actually has promised, like, we were predicting more and more accurately, and you know, we're gonna get to this inflection point where it's better to use PKI, that do not use PKI. And at that point, people will use it, and then, you know, continue growing more and more customers and more and more data and more and more corrections, and better and better predictions. So we realized we would get to that point. And then, you know, then we raised the seed round back in 2017. And, you know, started developing, Grant What a great journey. I love this story. So tell me about impact outcomes. So you talked about a large number of customers that are using the platform now, what is what's been the results that they've seen? Alex Yeah, so we see. So there's a couple of numbers that we that we statistically enroll from the from the customers, we see that customers have about 80% reduction in the overall time spent on the process. And that comes from two things. One is the percent of fully autonomous. So let's say you're 50%, fully autonomous, that means you spent zero time on 50% of your volume. And then that other part, we've drastically reduced the number of minutes in two seconds. For each transaction a human has to review because the AI has done all the upfront work, humans just reviewing it, rather than sort of processing it from scratch. So you're at seconds rather than minutes. This turns into sort of an 80% reduction in in time. You also have things that we do like prevent duplicate payments, and we have some fraud detection in the system. So you also have some of those benefits that can turn into multimillion dollar when you have a large enough cost base. And then we have audit trails in the system, which helps with figuring out you know, making sure that you know, all of the approvals are doing rights. If anyone has changed in amount or something. It's all logged into the system electronically. So you have some some compliance and auditing benefits from it as well. But right now the main, the main effective impact our customers have, and we typically sell to the mid market and enterprise. So these are larger organizations, they can have hundreds of 1000s, or millions even have sort of vendor bills per, per year, and a substantial amount of people and resources involved in dealing with that problem. So they see very significant ROI from it. Grant So to sell into that particular group, then I'm assuming you've got to have a decent amount of integrations into all of their incumbent systems, right, all of their ERP systems and CRM systems, etc. Right? What does that look like? Alex Yeah, that's, that's true. So we build out these connectors as we as we go, it does, for each connector, the first time we build it, it does take a little bit of time. And then once we have that connect, for instance, you know, to NetSuite or intact or Oracle, the, you know, the next customers that we bring on board, we can leverage the same connector. So it is it is some work initially to build out all of the ones that we need. And then you can grow and scale on top of that for the customer. This is no complexity like we're taking not on completely. So the only thing we need is to know what type of system they have. And we develop that connector as part of the offering. Grant So let's talk about looking to the future in terms of when I'm doing FPA, a financial planning and analysis and I'm, I'm looking at my numbers, and I want to leverage a view into the future. How does something like this help an organization with that? Alex Yeah, that's a, that's a beautiful question. And a big passion of mine, actually. So what we're doing now sets us up to solve that specific problem. So if you think of where we are, now we're in accounting. And what you're talking about is more finance, which is what we'll dive into the idea and the vision that we are getting to is that we want to develop an AI that's basically is a real time cost optimization engine that serves predictions and monitors that in real time, we will be able to help you project kind of what your cost base should be, and how you could reduce spend in various categories and with various vendors. That's that's the piece that we're trying to solve as part of that equation of the of the future. So that you always have multiple pieces of the accounting equation, you have the cost side, you have the revenue side, you have adjustments and close process. And we're trying to stay within one of them for now. And make sure we sold provide real true value in that swim lane before we move on from from there. Grant Yes, I think that part's fascinating, as well, I've seen and interacted with organizations that are trying to leverage shift P and A even into capacity and resource planning, and trying to figure out what that looks like, and especially with it what's going on in the world today, right, with certainly high inflation and certainly supply chain challenges. The need for this kind of capability, I think is dire. Right. I think having the ability to provide something like this sooner rather than later is really crucial. Alex Yeah, definitely. And I think the technology has the ability to hold much more context and see data across all of the things that buck forms, like ours can do in in, in a compliant and anonymized ways, you can see data patterns, you know, across different companies. So you can inform yourself, no more than just sitting looking at your own data sitting inside your own office and their own silo. So that I will, you know, in the future greatly help with, you know, capacity planning, or, you know, cost reduction initiatives and so on. So I think that's one of the powers of sort of, like the cloud combined with with AI and big data, if it's leveraged in the in the right way. Grant And so if I go back just one moment on something, so if we take an AI model, and and we take it through a data set, and we were able to get sort of two key views at it, one is sort of more hindsight, right? One sort of looking backwards, right? It's the AI is looking at it saying here were the drivers that that contributed to the certain behavior, right? So it's more analytic Right. But then there's the other style of using it, which is looking forward, which is more predictive. And oh, okay, here's, here's where based on things we've seen, here's what the high predictive sort of correlations are opportunities are things that we expect moving in the future. When you when you look at Vic AI, and everything that you're providing, do you focus more on one side versus the other? Or you're combining both of those views together? Alex Hmm...yeah, we so in the, in the course of the work in the platform we have now, so every thing we do is a prediction on new data. So that means a new so if you sort of break it down into like, there's a new signal or a new transaction, or a new document coming in, that we've never seen before. And, and the platform then predicts what this is, Donald to vary like line item level detail, how to classify it, and so on. So it does predict this based on the algorithmic design, and the historical data that it seen both for this customer and globally. So it sort of is our engines are purely predictive in terms of what they're trying to predict what's going on. And you can extend that to two other parts, like we just discussed on the cost side as well. You can predict how how you should, you know, maybe they'll just classify this cost, but like, how, what your cost base should consist of a new look at categories. And you can sort of predict this based on your own current spend your growth in the company and maybe other comparable companies, so you can start predicting a journey based on the same technologies. Grant Awesome. So quick question for you, as COVID started to hit, obviously, a couple of years ago, and large companies have their AI models, you know, out there deployed, we're running, suddenly that disruption created an impact to the way in which business was typically being done, right. Not all industries were hit. But certainly a lot of industries are hit. And therefore, business operations changed. And the way in which people conducted business altered, which meant then, that those models were making assumptions based on former operational models, right former ways in which people executed, and therefore invalidated some of those predictive characteristics or capabilities of those models, which meant then, as you know that they had to go do some rework, right had to reduce retraining, right and update the data sets and so forth. So to what degree does Vic AI continually learn, right, so as you pointed out, you get a new document you've never seen before. At some point, I'm assuming it pulls it into its corpus, right? And it continues to learn or relearn on that. Can you talk to that? Alex Yeah. And it's a key feature of the platform, which, which is actually pretty enjoyable when you see it working in reality. So we, so for every transaction that goes through our platform, or every invoice or vendor Bill divest process through our platform, that leaves that leaves us with some learnings. So, you know, it's either it's corrected, and we made a prediction and a human chose to change it. Right? That is something that is fed back into our data set, and also our learning database of sort of, why would that ever happen? What did we get wrong in this prediction? And so for every prediction that we do, we learn something because if we predict something, and it's correct, we also learned something. So you know, we have millions of transactions just flowing through the system every month. And for each of them, we learn something so the system then improves basically, for each transaction that goes through the system. The level of, you know, transaction processing we're at isn't really affected by kind of like global changes, like you mentioned, for for COVID. Like, the only thing that could happen is you suddenly have some some new transaction because you need to do something differently, or you may have fewer transaction, which then just you know, is additive to our system. So you know, we will get something maybe we'll have lower confidence on this because this is something new. So you know, you will have a human come in there and tell the system what to do with this. And then that will be additive to the to the data sets and, and all the algorithmic design, if that makes sense. Grant It makes total sense. Absolutely. Yeah. And I loved how you tied the two together which is, well, I'm still gonna have the transaction. Although the world the macro world around me is changing the transaction occurs while may change is the rate of them. or how, or maybe even maybe even the units or the number of units, etc, right things like that will certainly or could change because of disruption. Being able to predict or understand how the organization can respond to, to disruption, I think becomes more and more critical, as we seem to continue to have more disruptions in business. Right? That happens a lot. Alex Yeah, absolutely. And I mean, what happened with with COVID specifically was also a lot of disruption in how people worked. And, you know, they were used to working from home and, you know, we have some, some of our customers, they have millions of invoices a year, which means, like, 1000s of invoices a day and, you know, suddenly you have, your whole workforce is like, not as productive as they were when something like this happens. But you know, you still need or your your system to be updated, you still need to pay your vendors on time. And otherwise, you know, you'll incur fees, and it'll so just like having an AI system in there that doesn't sort of care about those things. It has the same throughput and outputs 24/7 all year around, makes you very resilient for for sort of things like that are like workforce changes. Grant So that's the right word resilient, you want that organizational resilience, and as the point I wanted to drive out, which is, even though there's these disruptions that take place, most of which are outside of our control, getting our companies into a position to handle and respond properly or well, to that, or to pivot is what organizational resilience is about. And my experience has been AI is one of those tools to help us do that. Yeah, that's, that's awesome. Okay, I want to ask you a very forward looking question. Right? You're ready? Yeah, sure. All right. So I'm not going to ask what are you going to do Norway? Or what I'm asking is tell me about blockchain? What does that mean to you in your world and things that you're doing? Alex Yeah, I mean, that's, we've been thinking about that. And, to be, to be honest, we haven't really seen yet the connection between specifically what we do and how to leverage a blockchain effectively, I like the technology of a blockchain is really awesome. And it can unlock a lot of things. But it doesn't mean that you need to use it for everything. One thing that I think could be an interesting exploration is when you start looking at accounting, ERP data, and whether the accounting systems could run and have their data in a blockchain that is verifiable, to prevent all sorts of, you know, fiddling with the data. That could be an interesting application for for blockchain in in our area. And there's clearly things around, you know, like money movement and value movements that blockchain can solve pretty pretty well. So just in the layer where we are, we haven't really found a great application that applies to us with the blockchain. Yes, but I think that technology is super fascinating. And I think that there are many areas where it is a superior technology to sort of like the trust based system that we have now. And it's an epic thing, when you can run that successfully in a resilient way. Grant When you think and that that makes a lot of sense. It's, it's got some, as you pointed out some interesting potential benefits to the industry. But I suppose at some point, it doesn't really matter where the transaction sits for you, right, in terms of the problem that you're solving, right? In other words, whether it's sitting on a blockchain or it's somewhere else and an Oracle ERP or whatever, right to it, at some point, that probably doesn't matter. Right? Alex Yeah, for us, the Store of the the sort of the store of the data ultimately is for us in the ERP system. And we are not an ERP system, we just layer on top of the ERP systems. So that is the ultimate sort of storage of the data. And that's where if, if, if at all the like blockchain technology could be leveraged to, to kind of store data in in a safe and transparent way. But there's also some new or some transparency issues with accounting data as well, that's going to be kept in mind. Grant Yeah, I would imagine that one of the greatest use cases to for what it is you provide is in the area of fraud to fraud detection, right the ability to regardless of where the data sitting, and regardless if it's on a blockchain or in an ERP system, you Your ai i would imagine would help to discover or uncover some of those potential opportunities. Is that accurate? Alex Yeah. And you have this this platform benefit as well is what if one customer sort of reports. So what happens a lot is just invoice fraud, right? You have, you have invoices that are not from the vendor that they appear to be from. And you have different variations of trying to change payment details, and you know, all of that. So when you see when you see data across 1000s of customers, you, you have a way of detecting those things, and at least flagging them for like, Hey, someone should have an extra look at this, because something may be up, if we're all good with it, that's fine. But you know, have an extra Look at this. And for people, you know, when we, as people, when we're doing something for six hours straight, you know, the last few hours, we're just like, you know, we're just clicking enter and trying to get, you know, the day over with, and, and things can easily pass by that shouldn't pass by. So this is this is problematic in two ways. Number one, your accounting data could end up being wrong, like you just have things that are misclassified. And then you can have things that are, you know, paid, or you're paid twice, or you pay the wrong thing, or you pay an extra zero, you have all of these things that are just humans are it's easy for humans to do those mistakes. And you just want to sort of get rid though those with a technology that can help you remove all of those errors. And we know how, you know, a billion dollar cost base? Just you know, half a percent is, you know, quite a lot. Grant A big number. Yeah, it is. Yeah, you'd hate to get false positives on a fraud situation, right, where you might be accusing someone that, that they've conducted fraud, when in fact it was was just a mistake. This is fascinating technology. So, Alex, where do people go to? I mean, where can you point them to, to learn more about you and your organization? Alex Yeah, I mean, the website is, is the safest place to go right now. So just go to Vic.ai. And we have, we have a good bit of marketing collateral and informative collateral blog posts, we try to educate the customers and the finance team. So finance teams are interestingly, you know, they're, they're not buying new things that often because you know, your ERP system, you have it for a very long time, which which you definitely should. So you know, you're not like a high. There's no high velocity necessarily on procuring things for the finance team. And, and we try to do a lot of educational material as well, because AI is new, but it has true effects or the finance team, and they'll find them blog, blog posts and collateral and can happily reach out to us and we'll help guide anyone through the process. Grant Oh, okay. That's, that's awesome. Alex, you've been so generous with your time here today, especially as you're getting ready to jet off into the sunrise just real quick. Any last comments that you want to share? Alex Um, I think this has been this has been a cool chats. It's been it's been really good. I love talking about, of course, AI and our company, but also the technologies in general. So I think this has been been super cool. And I think that it, you know, it's just wanted to say that we've we've spent a long time building the platform, so glad it's not complex for the customers right now, all of the AI performance, which is actually mind blowing, but you have no level of complexity. So, you know, if you if you want to get started with with AI for a function, this is a very specific function within invoice processing, where you can deploy AI, get the effects out of it with no complexities, and we'll deal with all of that for you. Grant That's actually the beauty of this, you know, to be able to get that down to a few points. Now splint clicks on a SaaS solution. They have all that taken care of, I've written my share of AI code, and oh, my goodness, the fact that you've handled that so seamlessly for the business people is huge. Nice job. Really great job on that. Yeah. Thanks. Great. Alex Thank you. Grant Thanks for taking the time today. Again, Alex. My gosh, this is awesome, everyone. Thanks for listening to another episode of ClickAI Radio. And until next time, go check out Vic.ai. Thank you for joining Grant on ClickAI Radio. Don't forget to subscribe and leave feedback. And remember to download your free ebook, visit clickairadio.com Now.  

ROAD TO GROWTH : Success as an Entrepreneur
Stephen King - Founder & CEO of GrowthForce

ROAD TO GROWTH : Success as an Entrepreneur

Play Episode Listen Later May 14, 2022 32:02


In this episode of the Road to Growth podcast, we are pleased to introduce you to Stephen King. Top executive at a Fortune 500 company. Bootstrapped CEO. Venture-backed tech startup founder. Non-profit fundraiser. It's safe to say Stephen King is not your traditional CPA. Stephen is the CEO and Founder of GrowthForce, one of the nation's largest providers of outsourced bookkeeping and controller services. Regarded as an industry thought leader by AICPA and CPA.com, his ability to visualize the future of accounting has led GrowthForce to become one of the fastest-growing companies in America.   Stephen's experience at the forefront of technology development and accounting system design spans nearly three decades. In 1995 he founded Virtual Growth, the nation's first cloud-based accounting service, and quickly grew it into a market leader. After being acquired by Insperity, Stephen was brought on as president of Insperity's Financial Management Services division, serving two years before leaving to build GrowthForce. He also spent seven years working at Amnesty International USA—first overseeing 300% growth as CFO, then raising over $20M a year as Director of Development. Stephen's time at Amnesty reinforced his life-long commitment to giving back to the community. As a result, non- profits represent 35% of GrowthForce clients. Off the clock, Stephen is often on-the-go with his active family or puttering around the yard, looking for ways to help his garden grow.   Learn more and connect with Stephen King by visiting him on   Twitter: https://twitter.com/skingGForce Facebook : https://www.facebook.com/GrowthForce/ Linkedin: https://www.linkedin.com/in/stephenkingcpa/ Youtube: https://www.youtube.com/channel/UChcHVgeGQ4gWmI9NWm6JWRw     Be sure to follow us on Twitter: Twitter.com/to_growth on Facebook: facebook.com/Road2Growth   Subscribe to our podcast across the web: https://www.theenriquezgroup.com/blog Spotify: https://spoti.fi/2Cdmacc iTunes: https://apple.co/2F4zAcn Castbox: http://bit.ly/2F4NfQq Google Play: http://bit.ly/2TxUYQ2 Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA?view_as=subscriber   If you are looking to be a Guest on Podcasts please click below  https://kitcaster.com/rtg/  For any San Diego Real Estate Questions Please Follow Us at web: www.TheEnriquezGroup.com Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA or Call : 858 -345 - 7829 Recently reduced properties in San Diego County * Click **** bit.ly/3cbT65C **** Here* ****************************************************************************

The Katie Halper Show
Nina Turner & Amy Vilela

The Katie Halper Show

Play Episode Listen Later May 12, 2022 51:42


Nina Turner talks about her latest congressional race, which she lost, where the Congressional Progressives Caucus was, & what's next for her. Amy Vilela talks about her own congressional race for Nevada's First District. https://twitter.com/amy4thepeople https://twitter.com/ninaturner Amy Vilela grew up in poverty, relying on programs like WIC & SNAP in order to make ends meet as a single-mother. She took classes at night while working multiple jobs to become the first in her family to earn a degree. She became a national advocate for Medicare for All after her daughter Shalynne died at the hands of our nation's profit-driven healthcare system. After working her way up to become a CFO, Amy has since retooled her professional experience to provide vital campaign services to other progressive candidates. In 2020, serving as a State Co-chair, Amy led the charge for Bernie Sanders' landslide victory in the Nevada caucuses. The Vilelas first moved to Nevada when her husband, Major David Vilela, was transferred to Creech Air Force Base. If elected, she would be the first ever active duty military spouse to serve in Congress. In addition to Congresswoman Cori Bush & Senator Nina Turner, Amy's campaign has attracted national attention and has been endorsed by Brand New Congress, Sunrise Movement Las Vegas, the Center for Biological Diversity & more. Nina Turner, the oldest of seven children, grew up in a working-class family in Cleveland's Lee-Harvard community. Her Mother was a nurse's aide & her Father was a truck driver. Experiencing the impact of income inequality firsthand, Turner took her first job at age 14 to help support her siblings & keep the family afloat. Turner's Mother battled high blood pressure her entire life & died at age 42. This experience exposed to Turner the serious problems with our health care system, especially for Black & lower-income families. After working her way through college and graduate school (she earned an Associate's Degree from Cuyahoga Community College & a Bachelor's and Master's from Cleveland State University), she started a career dedicated to keeping Ohio working families afloat too. Turner made history in 2005 as the first African American woman to represent Ward One on the Cleveland City Council, & again in 2008 as the first African American woman to serve as a State Senator in Ohio's 25th District. In the legislature, Turner repeatedly defended against attacks on women's health care freedom & partnered with working families & organized labor to protect collective bargaining rights. As a champion for criminal justice reform, she led the effort to create Ohio's first task force on police & community relations in the wake of tragic police killings in Ohio & across the country. Turner went on to serve as the Chair of Party Engagement for the Ohio Democratic Party, leading the effort to build a more robust & inclusive organizing infrastructure & support for local Democratic candidates across the State. Turner took her record of accomplishment & commitment to justice nationwide when she became a national surrogate for Bernie Sanders' 2016 Presidential campaign & National Co-Chair for Bernie 2020. In those roles, she traveled coast to coast building support for progressive values such as a $15 living wage, free education from kindergarten through college & health care as a human right in the form of Medicare for All. Between those two campaigns, Turner also served as the President of the national grassroots political organization “Our Revolution.” Nina Turner is a wife, mother & proud grandmother. A former Assistant Professor of History at her alma mater Cuyahoga Community College, she is also the current host of the “Hello Somebody” podcast on iHeartRadio. ***Please support The Katie Halper Show *** On Patreon https://www.patreon.com/thekatiehalpershow Follow Katie on Twitter: https://twitter.com/kthalps Callin link: https://www.callin.com/episode/nina-turner-amy-vilela-qsJgTwzHDK

Let’s Buy a Business
5 Ways to Free Up Cash Flow in Inventory Business - Matt Putra

Let’s Buy a Business

Play Episode Listen Later May 12, 2022 17:18


Matt Putra is an eCommerce expert and fractional CFO for eCommerce brands. He's built, bought and consults for many eCom brands. We dive into… How to free up cash flow 5 Specific Actions to take to squeeze out working capital Good Debt vs Bad Debt Why eCom is taking a massive hit. Episode Resources 10 Step Video series to Finding a Company to Buy Connect with Ryan Condie http://linkedin.com/in/ryancondie http://letsbuyabusiness.com/ https://forms.gle/RRcXpe3dK7pNGqv16 Connect with Matt Putra https://www.linkedin.com/in/mattputra https://www.eightx.co/ https://keepnaturewild.com/