Podcasts about cfo

Most entrepreneurs think hiring a Chief Financial Officer is only for big corporations, but that could not be further from the truth. Many small businesses are losing massive profits simply because they don't truly know their numbers. What if you could hire a part-time CFO to help you see what's really driving profit, cash flow, and scalability—without the full-time salary? In this episode, we sit down with Heather Parsons, a former Big Four accountant turned real estate investor and founder of a fractional CFO firm, to break down exactly what that means for founders and investors. Heather explains how most business owners rely on bookkeepers who look backward, while CFOs help you look forward—building dashboards, forecasts, and cash flow systems that lead to smarter decisions and consistent growth. You'll learn when to bring one in, how to know if you're ready, what it costs, and how this role can transform your business from reactive to proactive. If you're making money but still feel stuck in the weeds, guessing your numbers, or scaling without clarity, this conversation will show you how a fractional CFO can turn chaos into confidence and give you the financial control you've been missing. Book your mentorship discovery call with Cory RESOURCES

On this episode, James Siegel, SVP and CFO of VCU Health, joins the podcast to discuss the impact of the Big Beautiful Bill, strategies for sustainable performance improvement, and his vision for future growth and expansion. He also shares insights on improving patient access and fostering long-term organizational success.

In this episode, Tracy Moyer, Executive Vice President and CFO of Penn State Health, discusses her financial priorities as she steps into her new role. She shares insights on workforce optimization, leveraging technology like Epic to drive efficiency, and balancing operational stability with long-term growth across expanding markets.

In this solo episode, Bradley Hamner breaks down the concept of stage-based blueprints for small businesses and explains why a one-size-fits-all approach doesn't work. He outlines the four distinct stages of business growth from $0 to $300k, $300k to $1M, $1M to $3M, and then to $10 million and shares why business owners need to Get Above The Business, Think Like and Architect, and then Design the Blueprint. You need different strategies, systems, and team structures at each stage.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees. About the Above the...

Justine Doctolero is Project Development Officer at Fish-i. Fish-i is a patented hardware-software fish visual census technology developed by the University of the Philippines' Department of Computer Science and Marine Science Institute. It uses a stereo camera setup mounted on a rig to capture underwater footage from sample sites. The data collected is then analyzed by the AI-powered Video Analyzer Software, which identifies fish species, counts individuals, and estimates fish size, biomass, and population density. This system offers a precise, automated method for monitoring marine biodiversity, which is vital for ecosystem management and conservation. This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:17 Ano ang Fish-i? | 07:00 What problem is being solved? | 14:30 What solution is being provided? | 29:34 What are stories behind the startup? | 44:52 What is the vision? | 54:03 How can listeners find more information?FISH-I | Website: https://fishi.ph | Facebook: https://facebook.com/fishiphDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

L'expert-comptable ne « fait pas de compta ». Il aide ses clients à prendre des décisions.Dans cet épisode, Limam Agaouiri (fondateur du cabinet Stella) raconte comment l'audit l'a formé au collectif, à la résolution de problèmes et au conseil. De 0 à 300 clients en quatre ans, 10 collaborateurs, une marque, des process, et une ligne directrice simple : prendre soin des clients.Au menuDCG/DSCG : ce qu'on apprend et tout ce qu'on n'apprend pas.De l'audit au conseil : passer de la posture du comptable à la posture du consultant.Construire un cabinet en 2021–2025 : tech, réseau, marque, process.Pourquoi « prendre soin de ses clients » traverse toutes les crises.Le no-go stratégique, feuille blanche et vision de Stella pour la suite.Linkedin de Limam : https://www.linkedin.com/in/limamagaouiri/Site web : https://www.stella-compta.fr/--------Bienvenue sur le podcast n°1 de la filière comptable et financière ! + 650 000 écoutes.Je suis Nicolas Piatkowski, cofondateur de l'école en ligne Les Geeks des Chiffres, qui a formé plus de 14 000 étudiants au DCG & DSCG : https://www.lesgeeksdeschiffres.comChaque semaine, des pros du chiffre me partagent leur parcours, leurs réussites (et galères !), leurs conseils, et t'aident à décrypter un secteur en pleine mutation.Que tu sois en DCG, DSCG, alternance, BTS ou un professionnel aguerri… Tu trouveras ici des interviews inspirantes, des retours d'expérience concrets, des insights métier et des clés pour te démarquer dès tes premières expériences.Au programme :Réalité du métier d'expert-comptable ou de financier aujourd'hui.Les compétences techniques et digitales de demain.Outils tech, indicateurs clés, culture business.RH, management, soft skills… tout ce qui compte vraiment !Et bien sûr, des conseils pour réussir tes études, tes stages, ton alternance ou ton premier CDI.Si tu veux prendre une longueur d'avance dans tes études et ta carrière, ce podcast est ton nouveau compagnon de route.Bonne écoute… et c'est partiiiiii !  »Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Mit welchen Herausforderung kämpft die Finance & Controlling in Familienunternehmen und was kann man tun, um die Finance optimal aufzustellen? Darüber hat Daniel Winkler einen Fachartikel in der Controlling & Management Review, Ausgabe 5-2025 geschrieben. Wer nicht lesen möchte, der kann sich hier die wesentlichen Punkte anhören.

Peter Schiff critiques the Federal Reserve's recent rate decisions, analyzes the implications for inflation and interest rates, and discusses gold's pivotal role in today's economy.This episode is sponsored by NetSuite. Download the CFO's Guide to AI and Machine Learning at https://netsuite.com/goldIn this episode of The Peter Schiff Show, host Peter Schiff delves into the implications of the Federal Reserve's recent decisions, including its latest interest rate cut and the end of quantitative tightening. He unpacks the impact of these policies on inflation, the economy, and the stock market, while emphasizing the persistent threats posed by excessive monetary expansion. Schiff critiques the Fed's narrative of economic strength, arguing that the increasing gold price signals a deeper financial instability. Key discussions include the contrasting fates of gold and Bitcoin, the true state of employment, and the dangers of overvalued tech stocks. This episode is a must-listen for those seeking clarity on the current economic landscape and the potential consequences of the Fed's actions.Chapters:00:00 Introduction and Opening Remarks00:55 Federal Reserve's Recent Actions02:20 Impact on the Economy and Markets03:15 Discussion on Quantitative Tightening06:29 Interest Rates and Inflation17:31 Gold Market Analysis24:41 New Product Announcement at Schiff Gold31:39 Setting Up the Infrastructure31:49 Gold as a Medium of Exchange33:00 Bitcoin vs. Gold37:07 Stock Market and AI Valuations42:44 Tariffs and American Workers47:11 Inflation and the Fed's Policies55:09 Investment Opportunities and Final ThoughtsFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#FederalReserve #InterestRates #GoldMarketAnalysisOur Sponsors:* Check out Aeropress and use my code GOLD for a great deal: https://aeropress.com* Check out Boll & Branch: https://boilandbranch.com/SCHIFF* Check out Boll & Branch: https://boilandbranch.com/SCHIFF* Check out Infinite Epigenetics: https://infiniteepigenetics.com/GOLD* Check out Justin Wine and use my code SCHIFF20 for a great deal: https://www.justinwine.comPrivacy & Opt-Out: https://redcircle.com/privacy

Stephanie Smith, co-founder of New Light Financial Solutions, a CFO advisory business that helps entrepreneurs run their companies with clarity, confidence, and control.Through their unique process, The One Clear Path, Stephanie and her husband guide business owners to simplify their numbers, understand what's really driving profit, and make strategic decisions like true CEOs.Now, Stephanie's journey from corporate professional to full-time business owner, while raising kids and building a company alongside her husband, demonstrates what it means to design a business that supports both growth and family.And while balancing leadership at home and at work, she's proving that building something sustainable and successful doesn't require doing it alone—it just requires the right path.Here's where to find more:Website: https://newlightfs.comFacebook: https://www.facebook.com/stephanieporcellosmithLinkedIn: https://www.linkedin.com/in/stephanieporcellosmithYouTube Channel: https://www.youtube.com/channel/UCTxTC6LbTrUbOAFl1kjLBtgYouTube Podcast: https://www.youtube.com/watch?v=DT87BM_4Jbo&list=PL5WTE9D3…________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Join host Adam Larson as he sits down with Brian Hogeland, CFO of Packer Fasteners, in this SuiteWorld edition of Count Me In. Brian shares his journey from high school accounting classes to leading a fast-growing finance team, offering insights on how to manage rapid growth, adopt new technology, and foster a culture of curiosity and empowerment. He talks candidly about taking a company through an IPO, implementing ERP systems, and exploring AI with his team. Brian also gives practical advice on automation, upskilling employees, and embracing change while keeping trust and human judgment at the heart of finance. If you're looking for real-world lessons from a forward-thinking leader, you'll enjoy this engaging episode.

You finally did the thing — got the promotion, hit the goal, made it through another hard week — but instead of feeling proud, you're already asking, "What's next?" Why is it so hard to just pause and celebrate yourself?My client Kristi became CFO after 3 years of working toward it. When she told me, she said, "So I guess that means I'm officially the CFO"—like she'd just completed another Tuesday task. No excitement. No pride. Just... what's next?If you're someone who keeps raising the bar higher every time you reach it, you're not alone. Most high-achieving women were taught that humility and hustle matter more than satisfaction. So even when you've earned the right to rest or be proud, it feels... uncomfortable. Like celebrating might make you lazy, or ungrateful, or seen as "too much."Journal Prompts:What's the last thing you accomplished that you didn't celebrate?When you think about celebrating it, what thought immediately follows?If your child achieved the same thing, what would you tell them to believe about their worth?What are you afraid might happen if you actually celebrated your wins?These 10 minutes will help you see how the pattern started—and what it's costing you. Not just celebration, but the ability to feel successful no matter what you accomplish.Resources Mentioned:Calm Mind Blueprint: http://www.samanthapenkoff.com/calm-mind-pod90 min Breakthrough Intensives: (We get to the root of what keeps you performing instead of enjoying. You leave with a custom plan to feel fulfilled at work and present at home. Plus a 30-minute follow-up call 2 weeks later.) https://www.samanthapenkoff.com/offers/LN9xep94Work with me:Free Clarity Call: https://calendly.com/samanthasays/clarity-callPrivate coaching - 2 spots left: https://www.samanthapenkoff.com/privatecoachingConnect: Instagram | Facebook | Reply to my newsletter

In this episode of FP&A Unlocked, Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it's helping executives see the story behind the numbers, guiding junior staff, or translating finance for cross-functional teams. The episode is packed with practical advice, personal stories, and thoughtful insights about how teaching, influence, and communication shape success in finance.Carl Seidman is a seasoned management consultant, fractional CFO, and educator. With over 20 years of experience advising companies from startups to Fortune 500s, Carl also teaches at Rice University and runs finance training programs for corporate teams. He brings a unique blend of technical mastery, business strategy, and teaching skill, making him the perfect voice to discuss why FP&A must go beyond the spreadsheet and into the realm of influence.Expect to Learn:Why teaching is an essential skill for every FP&A professionalHow to tailor your message to different audiences, from analysts to executivesWhy oversharing details can derail your influenceHow to spot when your audience is confused (and how to pull them back in)Practical strategies for teaching finance without using jargon or acronymsHere are a few quotes from the episode:“The best presenters speak to the audience's needs, not their own ego.” - Carl Seidman“FP&A is often the bridge, translating finance for operations and operations for finance.” - Glenn SnyderCarl Seidman reminds us that the heart of FP&A isn't just analysis, it's communication, clarity, and connection. Through teaching, finance professionals can elevate their impact, build trust, and drive real business understanding. This episode reinforces that the most effective finance leaders don't just present data, they help others make sense of it.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Carl:LinkedIn - linkedin.com/in/carlseidmanWebsite: seidmanfinancial.comEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[02:30] - Meet Carl Seidman[04:48] - What Does “FP&A as a Teacher” Mean?[08:20] - Teaching Early in Your Career[19:33] - Who Does FP&A Need to Teach?[25:54] - Teaching Financial Impact[29:19] - Ditch the Jargon[35:44] - Spotting Confused Audiences[41:59] - Teaching for Long-Term Growth[43:58] - Celebrity on a Deserted Island

Jason Leon continues to take the “path less taken”. Born and raised in Bronx, New York, Jason's parents hail from Puerto Rico. After realizing that his Spanish needed a little improving and that he need to better understand his roots, Jason left Bronx after high school and studied at the American University of Puerto Rico. Upon receiving his CPA Jason became a civil servant as the CFO of small pueblo in Puerto Rico. Jason eventually returned home to New York where he got his Masters in Public Administration from Baruch College. Jason's path is now in the service of exceptional corporate and nonprofit governance—as the founder and Chief Executive Officer of Executives & Boards in Washington, DC where his commitment and energies are now focused on developing exceptional Board officers and principled corporate leadership.

In this electrifying episode of "Secrets of Rockstar CFOs," we sit down with Victoria Thomas, the trailblazing CFO and co-owner of Kellymoss, North America's most decorated Porsche racing team. Discover how Victoria, with her incredibly non-traditional background—from an emancipated minor to a self-made entrepreneur—transformed a nine-employee operation into an 88,000-square-foot powerhouse boasting 135 employees and 48 national championships and redefined success. Victoria shares her candid insights on the power of "failure," the art of the unconventional and how she leveraged her unique path to reshape finance and business operations, driving change in a male-dominated Industry, AI in finance, and the CEO-CFO dynamic and a unique leadership partnership—with her husband. Get ready to be inspired by a leader who proves that rules are meant to be broken, and that true financial leadership is about more than just numbers—it's about vision, impact, and an unwavering belief in possibility.

In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by Tasha Gardner, CFO, in the Flywheel Studio to wrap up National Employee Ownership Month by zeroing in on the everyday ownership mindset that extends far beyond October. Eric and Tasha talk about what it really means to “own it,” showing up with accountability, looking out for your team, and making safe, deliberate choices (you never need permission to do the right thing).If you liked this week's episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/If you have an episode suggestion, please send your idea to:sbennage@sargent.us

FinPod: The Billion Dollar Question: How Corporations Pay for Massive Acquisitions (M&A Financing)When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It's the central strategic decision that determines a company's risk, flexibility, and future.In this episode of Corporate Finance Explained on FinPod, we break down the complex toolkit used for mega M&A Financing, providing a shortcut to understanding the mechanics behind the biggest headlines.This episode covers:The Basic Building Blocks: The core trade-offs of the three main payment methods: Cash (certainty vs. drained reserves), Stock (saves cash vs. dilution), and Debt (amplifies returns vs. increased leverage).The Advanced Toolkit: Specialized financing methods, including Leveraged Buyouts (LBOs), Bridge Financing for speed, and Syndicated Loans for distributing massive risk across multiple banks (as seen in the Microsoft/Activision deal).Strategy in Action: We analyze the tailored financing mix of major deals: Microsoft's cash and debt strategy to avoid dilution, Disney's stock/cash balance to protect its credit rating, and Amazon's all-cash approach for speed with Whole Foods.The Critical Checkpoints: The toughest challenge, modeling reality. We discuss how analysts value deals using DCF, stress-test synergies, and what happens when optimism fails (Kraft Heinz).The Resilience Framework: Five key strategic questions every CFO must ask to engineer a capital structure that is robust, aligning the financing's term and structure with the assets being acquired.

Join Prateek Sodhi, Co-Founder & CEO of Finofo, in conversation with Gary Fowler, as they explore how AI is transforming corporate finance — from accounts payable (AP) automation to intelligent treasury management. Discover how Finofo is reimagining how finance teams operate globally by streamlining workflows, reducing friction, and enabling smarter decision-making with AI-driven insights.Insights You'll Learn:✅ The role of AI in corporate finance and the evolution of financial operations✅ How automation is reshaping accounts payable and treasury management✅ Scaling a B2B fintech from concept to millions in venture funding✅ Lessons from moving from VC investing to startup building✅ How AI enhances accuracy, speed, and control in financial decision-making✅ The future of AI-driven CFO tools and global finance optimizationWhy This Matters:* Corporate finance is at a tipping point — AI is eliminating manual bottlenecks and redefining how global teams operate.* Finofo's innovations are setting a new standard for speed, precision, and intelligence in financial workflows.* Prateek's unique lens as both a former investor and founder reveals how to build scalable fintech solutions that solve real-world pain points.Expert Background:• Co-Founder & CEO of Finofo – building the future of finance automation for global enterprises• Former institutional VC investor, now fintech entrepreneur• Raised over $5M in venture funding• Scaling one of Canada's fastest-growing B2B fintechs• Passionate about AI, financial technology, and intelligent systems that empower finance leaders

Meta, Microsoft én Alphabet kwamen met de kwartaalcijfers en alleen de laatste werd beloond. M&M worden afgestraft voor de miljardenuitgaven in AI. Meta valt daarbij wel heel erg op: dat aandeel werd gedumpt door beleggers.Deze aflevering kijken we waarom Meta en Microsoft zó hard worden aangepakt door beleggers. Of het terecht is dat beleggers vrezen voor al die investeringen en waarom het spenderen van Alphabet wordt gedoogd.Er was ook nieuws van AEX-bedrijven. Shell had een miljard dollar meer winst dan vorig jaar, boven verwachting bovendien. Vooral de olie- en gasdivisies doen het weer beter. En, fijn voor beleggers, de marges stijgen verder. Bij ING worden er dan weer minder cadeautjes uitgedeeld aan aandeelhouders en toch stijgt het aandeel fors. Verder hoor je meer over de verpletterende cijfers van Eli Lilly én je hoort meer over de beursgang van OpenAI. Dat moet (hou je vast) duizend miljard dollar waard worden. See omnystudio.com/listener for privacy information.

What if the fastest way to grow your income is to give more away? In this Confidence Classic, I sit down with Derrick Kinney to break down the Generosity Purpose framework, which helps you make more money by aligning your business with a cause you care about. We talk about the DM strategy that actually opens doors, why giving back increases trust and referrals, and how to turn a $25 book into $5K-$10K in ROI. Get ready to rethink money, reignite meaning in your career, and learn the moves that simultaneously boost profits and impact. In This Episode, You Will Learn How to USE A “GENEROSITY PURPOSE” to differentiate your brand and drive ROI. The RULE OF FIVE daily actions that compound into big outcomes. How to SHIFT from “LOSE-WIN” giving to a WIN-WIN-WIN flywheel. Ways to REWRITE SCARCITY BELIEFS and build a confident money mindset. What to TEACH KIDS about being CREATORS of money. How to set an INCOME TARGET and reverse-engineer it into action. The mindset reframe to break POVERTY BELIEFS and money guilt. Resources + Links Grab your copy of Derrick's book Good Money Revolution HERE Sign up for a one-dollar-per-month trial period at shopify.com/monahan Download the CFO's Guide to AI and Machine Learning at NetSuite.com/MONAHAN. Want to do more and spend less like Uber, 8x8, and Databricks Mosaic? Take a free test drive of OCI at oracle.com/MONAHAN. Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Get 15% off your first order when you use code CONFIDENCE15 at checkout at jennikayne.com. Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn Derrick on Instagram & LinkedIn

In this episode, Craig Levy, Founder of KOM Advisers, joins Scott Becker to discuss his work as an interim CFO for private equity-backed companies. Craig shares insights on operational value creation, due diligence, career resilience, and the importance of adaptability in today's evolving financial landscape.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder what really happens between “starting from scratch” and “running on autopilot”?Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week. Hear the real story: the things that didn't pan out, the fixes, the mindset shifts, and what actually matters at each stage. It's the rare, unvarnished look at what a sustainable, calm practice really takes to build.…Link to full shownotes: https://www.businessstrategyforcpas.com/370…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Matt's website:https://www.mattchia.cpa/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

In this episode of Building the Premier Accounting Firm, Roger Knecht and Dr. Howard Polansky discuss transforming financial perspectives from traditional debt management to a dynamic cash flow optimization. This episode explores Dr. Polansky's journey from dentistry to becoming a "cash flow optimizer" and how strategic use of lines of credit can dramatically reduce debt payments and increase financial flexibility for both personal and business finances. Learn how to better manage mortgages, business loans, and other debts by understanding the "new rules of finance" and achieve financial freedom sooner. Key Takeaways: Understand the critical difference between profit and cash flow, recognizing that cash flow is essential for day-to-day operations and financial stability. Learn how to strategically use lines of credit as a primary checking account to accelerate debt payments on mortgages, car loans, and business loans, rather than relying on traditional amortized payment structures. Gain insight into transforming your financial mindset from rigid debt obligations to achieving financial flexibility and resilience, enabling better navigation through unexpected life events. Access strategies to consolidate various debts into a single, manageable line of credit, allowing for a focused approach to debt reduction and greater financial control. Discover the emotional impact of financial freedom, emphasizing how reduced debt stress can lead to improved well-being and the ability to pursue life experiences and business growth. Chapter Summary: 00:00 Introduction to Dr. Howard Polansky 01:59 A Life-Changing Event and Career Shift 06:14 The Genesis of Financial Coaching 08:58 Financial Flexibility and Resilience 11:09 Cash Flow vs. Profit 14:11 Leveraging Lines of Credit 19:23 Motivation and Business Impact 23:27 Debt Consolidation and Empowerment 26:50 Money as Currency: Removing Friction 30:19 Resilience in Unexpected Challenges 34:22 Available Lines of Credit & Conclusion 39:52 Universal Accounting Resources Featured Quotes: "If life is this fragile and I'm unhappy with the path that I'm on, burn the ships. It's over." — Howard Polansky "I don't care about profit. I care about cash flow." — Howard Polansky "I'm trying to remove the friction from people's lives." — Howard Polansky Behind the Story: Howard Polansky recounts the harrowing experience of his son's severe appendicitis, leading to multiple surgeries and a profound question from his 12-year-old: "Am I dying?" This intense period made him re-evaluate his life and career, leading him to sell his dental practice. After a year of introspection, he stumbled upon a method to optimize cash flow, transforming his own finances. This new understanding became his calling, demonstrating that financial freedom provides not just wealth, but resilience and the peace of mind to navigate life's inevitable challenges. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take The Cash Flow Quiz - https://leakingcash.scoreapp.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Marvin De Pedro shares about Incutech. Incutech is a precision loT-based incubator that ensures optimal hatching with customizable settings and real-time web and SMS alerts. This intelligent system monitors critical parameters like temperature and humidity, providing farmers with timely data and notifications to prevent losses and maximize chick yield. With its user-friendly interface and advanced monitoring capabilities, Incutech makes the incubation process more reliable and efficient for poultry raisers. This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:08 Ano ang Incutech? | 02:54 What problem is being solved? | 06:21 What solution is being provided? | 17:48 What are stories behind the startup? | 36:08 What is the vision? | 43:37 How can listeners find more information?ISAT U FAB LAB | Facebook: https://facebook.com/isatudtifablabDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠YouTube⁠⁠⁠ | ⁠⁠Spotify⁠⁠ | ⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠Facebook⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

In this episode, Craig Levy, Founder of KOM Advisers, joins Scott Becker to discuss his work as an interim CFO for private equity-backed companies. Craig shares insights on operational value creation, due diligence, career resilience, and the importance of adaptability in today's evolving financial landscape.

What if the thing you're resisting is the very thing that changes your life? In this episode, I sit down with Davide “Davi” De Pierro, an attorney who went from chronically offline to a viral TikTok and Instagram creator with over 4 million followers in six months. Davi shares why action before certainty is the only way to build confidence, and the creative principles that make content resonate. Get ready to learn how to act before you're ready, stay authentic, and reinvent yourself without waiting for permission. In This Episode You Will Learn How to START BEFORE YOU'RE READY. Ways to create AUTHENTIC CONTENT. How to use VULNERABILITY as a storytelling tool without losing privacy. The difference between ENTERTAINING and TEACHING when building an audience. How to shift from a FIXED IDENTITY to a MULTIFACETED SELF. MINDSET PRACTICES to turn fear into fuel for reinvention. Resources + Links Get Davide's Audio Book “The Letters I Never Sent” HERE Sign up for a one-dollar-per-month trial period at shopify.com/monahan Download the CFO's Guide to AI and Machine Learning at NetSuite.com/MONAHAN. Want to do more and spend less like Uber, 8x8, and Databricks Mosaic? Take a free test drive of OCI at oracle.com/MONAHAN. Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Get 15% off your first order when you use code CONFIDENCE15 at checkout at jennikayne.com. Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn Davide on Instagram & TikTok

Claudine François is a Board-Certified Functional Medicine ; Holistic Health Practitioner, author, and the creator of The Midlife Body Code Method. A former CFO turned root-causedetective, she helps driven women 40+ uncover the hidden reasons behind exhaustion,stubborn weight, brain fog, digestive struggles, thyroid imbalances, and hormone shifts. Through advanced functional labs and personalized protocols, Claudine guides women todecode their symptoms, realign with their bodies, and reclaim lasting energy, clarity, and vitality— without extreme diets, dismissive doctors, or endless trial-and-error. Her new book, Your Midlife Body Code, expands on her proven method to empower women to finally feel heard, understand their bodies, and take back control of their health in midlife and beyond. Also, I have a special offer for your listeners: Midlife Body Code Quiz — it helps women identify what their body is trying to tell them so they can start reclaiming their energy and clarity. Listeners can take it at https://mbcquiz.scoreapp.com/ Connect with Claudine: Website: www.ingoodcleantaste.com Book Website: www.YourMidlifeBodyCode.com IG: https://www.instagram.com/claudine.r.francois/ Welcome to The Well Community! Join our FACEBOOK COMMUNITY for more support and encouragement to refill daily with faith, self care, health, wellness and essential oil education! Follow Kari on Insta Create Your Custom Essential Oil Kit Get my non toxic products here: https://doterra.me/n2pgTr Email hello@thewellteam.com Schedule a free 30 minute consult for potential coaching with Kari here VISIT www.THEWELLTEAM.COM for all coaching programs, blog and essential oil education! FREEBIES FROM KARI: FREE:PEACEFUL HOME PLAN 2 minute wellness routine

Episode 471 features Alyona Mysko, Founder & CEO of Fuel Finance.Chapters:00:00 — Introduction01:23 — How Alyona Met Alina Vandenberghe (Eastern Europe Bond)03:59 — From Math Geek to Finance: Teachers, Simpsons, Degrees07:02 — Big Four to Fractional CFO ➜ Founding Fuel Finance08:44 — Opportunity Cost & Learning to Say No12:28 — Biggest Risks—Startup, Product, Move to the U.S.16:48 — What Founders Miss at the Start: Talk Money on Day One23:42 — Profit 101: Your First Financial Plan & Realistic Forecasting40:06 — Product-Market Fit Signals & Narrowing Your ICP44:25 — Action Challenge: Set Your “Life Number” + Monthly P&L HourFind Alyona Online:Website: ⁠https://fuelfinance.me/⁠Linkedin: ⁠https://www.linkedin.com/in/alyona-mysko/⁠X: ⁠https://x.com/alonamysko⁠Instagram: ⁠https://www.instagram.com/alyona_mysko/⁠About Alyona:Alyona Mysko is the CEO and Co-Founder of Fuelfinance, an AI-powered financial planning and analysis platform built for SMBs. Before starting Fuel, she spent 10+ years as a CFO helping founders handle messy spreadsheets and build forecasts. Now she's scaling that superpower with AI, giving founders real-time visibility into their numbers and faster decisions without hiring a full finance team.

Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMIONAmazon to announce largest layoffs in company history, in AI push. WHO DO YOU BLAME?Former CEO Jeff BezosAICovid (This wave of layoffs results from overhiring during the pandemic)Executive Chair and largest shareholder Jeff BezosF5 Expects Revenue Hit From Cyber Attack. F5, a $20B billion technology company with impressive gross profit margins of 81%, experienced a cybersecurity incident involving unauthorized access to certain company systems by a sophisticated nation-state threat actor. WHO DO YOU BLAME?The Risk committee: Dreyer, Klein, Montoya, Budnik*Chair Marianne Budnik is deemed to have Cybersecurity experience because she serves as a Chief Marketing Officer in the cybersecurity industryPeter Klein was the CFO at Microsoft for less than 4 years, then was the CFO for WME for 6 months and then has only been a director since 2014.Risk committee member Michael Montoya specifically. F5 revealed that the director mysteriously resigned in the same filing it disclosed the cyberattack, despite having served for only 4 years. According to the proxy, had “extensive experience as an information security executive.” Following his resignation from the Board, Mr. Montoya continued his service with the Company and has been appointed as F5's Chief Technology Operations Officer.The entire board, for doing dumb modern day board things: announced that CEO François Locoh-Donou, would assume the additional role of Chair of the Board following the Company's next Annual Meeting of Shareholders 12 days after they announced the cyberattack.Investors. 98% YES average this year: 7 over 99.2%, including Risk Committee Chair Marriane Budnik with 99.6%. Nobody feels like they have to work hard to impress anyoneF5! It's a god damn cybersecurity company!How climate change is fueling Hurricane Melissa's ferocity. WHO DO YOU BLAME?Exxon CEO Darren Woods because he sued his own shareholders last year: Arjuna Capital, LLC and Follow ThisExxon CEO Darren Woods because just yesterday: Exxon sues California over new laws requiring corporate climate disclosuresExxon CEO Darren Woods because gas and oilClimate ChangeOpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are the new oil' WHO DO YOU BLAME?The fear-and-spending geniuses behind the original Cold War: Truman, Stalin, ChurchillPeople who historically ignored Eisenhower and his statements on the U.S. military-industrial complex when he explicitly warned that defense contractors and the military could exert undue influence on government policy. Sound familiar?Anyone who empowered the board to not be empowered when they tried to fire Sam Altman for such reasons as:Conflicts over OpenAI's rapid growth and direction, especially the tension between aggressive AI deployment vs. safety oversight.Power dynamics between Altman, key researchers, and board members — some may have felt he had too much unilateral control.The college that let Sam Altman drop outSammy Altman Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boot. WHO DO YOU BLAME?The entire Compensation, Performance Management and Culture CommitteeThese two long-tenured Compensation, Performance Management and Culture Committee membersDiana L. Taylor* 10 other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Peter B. Henry*8 other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)The lowest common denominator effect of bank compensation committees:Wells Fargo CEO Charlie Scharf: ~$30M special equity grant tied to becoming Chair as well as CEO (3 months after meeting)Goldman Sachs: CEO David Solomon & COO John Waldron ~$80M each (retention RSUs vesting in ~5 yrs)KeyCorp: CEO Chris Gorman & four other senior execs: ~$8M for Gorman; ~$17M combined for the five NEOsThe passive ownership (re: management-friendly) of BlackRock, State Street, and Vanguard (combined 22%): without their votes at Goldman then Say on Pay was nearly tied, which might have dissuaded the year of one-off bonuses for banking CEOs??The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO [Sunny Verghese, CEO of food and ag company Olam Group] says. WHO DO YOU BLAME?The world's top 28 richest people (those worth ~$160 B each) together would equal $4.5 trillionThe world's greatest sycophant Tesla chair RobynDenholm: “On the pay package specifically: “It's not about the money for him. If there had been a way of delivering voting rights that didn't necessarily deliver dollars, that would have been an interesting proposition.”Any two of these basically redundant techbro companies' market caps would sufficeNvidia ~$4.2 trillion Microsoft ~$3.8 trillion Apple ~$3.1 trillion Amazon ~$2.4 trillion Alphabet ~$2.2 trillion Meta Platforms ~$1.8 trillion Broadcom ~$1.3 trillion Taiwan Semiconductor Manufacturing Company ~$1.2 trillionBill Ackman. Because he's a douche.MATTTarget is eliminating 1,800 roles as new CEO Michael Fiddelke gets set to take over the struggling retailer - WHO DO YOU BLAME?Current CEO Brian Cornell, who's “stepping down” to the role of Executive Chair - which is basically still CEO, just on the board and doesn't have to talk to employees anymore, so he can eliminate 1800 jobs and then fade away into a multimillion dollar unaccountable board roleFuture CEO Michael Fiddelke, who starts February 1, 2026, but is current COO and was forced to send the memo to employees telling them 8% of the workforce will be cutMonica Lozano, chair of the compensation and human capital management committee of the board, who's also on the BofA and Apple boards and is the most connected board member at a highly connected board - does the chair of the human capital committee have to weigh in on firing?OpenAI - the memo makes zero mention of the fact that part of Target's problem is that it shit on gays and blacks because of a feckless internet toad named Robby Starbuck, but feels very written by AI which would account for phrases like:“Adjusting our structure is one part of the work ahead of us. It will also require new behaviors and sharper priorities that strengthen our retail leadership in style and design and enable faster execution so we can: Lead with merchandising authority; Elevate the guest experience with every interaction; and Accelerate technology to enable our team and delight our guests.”Does anyone know what that word salad actually means? Doesn't it just mean “you're fired because we basically sucked at our jobs”?Hormel recalls 4.9M pounds of chicken possibly 'contaminated with pieces of metal' - WHO DO YOU BLAME?The audit committee, the closest committee responsible for enterprise risk (ie, metal in chicken) - Stephen M. Lacy, William A. Newlands (also lead director), Debbra L. Schoneman, Sally J. Smith (chair), Steven A. White, Michael P. ZechmeisterThe governance committee - James Snee, the now retired CEO who retired somehow in January but the company still hasn't found a permanent replacement 9 months later - so they're being run by Jeff Ettinger, interim CEO? Chair Gary C. Bhojwani, Elsa A. Murano, Ph.D., William A. Newlands (also lead director), Debbra L. Schoneman, Steven A. WhiteThe one black guy on the board - Steve White - who works at Comcast, is somehow qualified to be on Hormel board, and is on BOTH the audit committee AND governance committeeThe conveyor belt that spit pieces of metal as large as 17mm long into “fire braised chicken” sent to hotels and restaurantsCervoMed appoints McKinsey veteran David Quigley to board of directors - WHO DO YOU BLAME? Board is 2 VCs, a longtime biotech CFO, and five MD/PhDs. And among those 8, there are just two woman - the co-founder/wife of the CEO and a VC. And when they did their search, they could only find a longtime professional opinion haver - a consultant from the big three?Nominating committee for lack of imaginationEx or current McKinsey, Bain, and BCG employed directors - the opinion industrial complex - make up a whopping 4% of ALL US DIRECTORSAmong boards with MULTIPLE ex opinion directors: Kohl's is 25% consultantStarbucks is 27% consultantDisney is 30% consultantsWilliams-Sonoma is 38% consultantCBRE is 40% consultant!Nominating committee chair Jane Hollingsworth, for not looking around the room and saying, “hey dudes, can we add, like, maybe, ONE other lady?”Co founders Sylvie Gregoire and John Alam (also CEO) who own 17.3% of voting power - add in Josh Boger, board chair and 12.3% voter, and you basically have the CEO daddy and his buddy Josh with 29.6% of voting controlSylvie and John's bios, which neglect to mention they're married to one anotherWe are all terrified of the future - which headline is worse for your terror? WHO DO YOU BLAME?The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO saysBill Gates Says Climate Change ‘Will Not Lead to Humanity's Demise' - ostensibly because billionaires in bunkers will, in fact, survive on cans of metal-filled Hormel chili.Sorry, Yoda. Mentors are going out of styleMan Alarmed to Discover His Smart Vacuum Was Broadcasting a Secret Map of His HouseJennifer Garner's baby food company is going public on the NYSE — should investors be putting their eggs in this basket?Woman Repeatedly Warned by Canadian Exchange Not to Transfer Crypto, Gets Scammed AnywayOpenAI completes restructure, solidifying Microsoft as a major shareholder - MSFT owns 27%, the non profit which controlled the company “for the benefit of humanity” now will only control it for 26% of humanity?Tesla risks losing CEO Musk if $1 trillion pay package isn't approved, board chair says - IF MUSK LEAVES, WHO DO YOU BLAME?Robyn Denholm, board chair, whose job it is to manage Musk, but does it like an overwhelmed permissive mother who parents with chocolate and Teletubbies when the kid has a tantrumKimbal Musk - I was told by a bunch of directors and institutional investors at a conference, no joke, that Kimbal was still on the board (ie, not voted out) to control his brother's ketamine intake and crazy episodes. So if he throws a tantrum and leaves, isn't it bro's fault? This is a binary trade - Musk gets extra pay/control, stock goes up and isn't de-meme'd. Musk doesn't, he leaves and the stock is de-meme'd and drops arguably by 66% or more to be more like a car company with some tech. So do we blame investors, no matter what they do? They meme'd the stock in the first place, he couldn't get a trillion extra dollars if they hadn't pumped up the stock - and now they could vote with humanity (no pay) or meme capitalism (pay)!Techbro middle school conservatism - is this Ben Shapiro and Joe Rogan's fault? A Yale economist paper suggests that Musk's politics cost between 1 and 1.26 million Tesla car sales… Would we even be worried if Musk stayed out of politics? Wouldn't the market have just paid him whatever?Pop quiz: which directors stay on the board if Musk leaves in a tantrum?Jeffrey StraubelKimbal MuskRobyn DenholmJames MurdochKathleen Wilson-ThompsonIra EhrenpreisJack HartungJoe Gebbia

On this episode, Jeff Sandene, EVP and CFO of Vandalia Health, joins the podcast to discuss the key trends he's following in healthcare, his focus on AI innovation, and the organization's strategic planning process. He also highlights Vandalia Health's efforts toward mobile medicine expansion and how these initiatives are shaping the future of care delivery.

By the time you implement “best practices,” they've become boring practices, and B2B sure doesn't mean boring to business. In this episode, Drew talks with Udi Ledergor (Gong), author of Courageous Marketing, the book that challenges B2B marketers to stop playing it safe. Together, they explore what it means to lead with creativity, confidence, and courage. Udi also shares how Gong earned attention by building an audience that wanted to engage, not just be targeted. With every executive, from the CEO to the CFO, invested in the story, marketing became a company-wide advantage instead of a department.  Three B2B Marketing Traps Udi Warns Against:  Following industry best practices instead of breaking them  Letting marketing own brand alone  Hiring for experience over potential Plus:  The punch-above-your-weight framework that makes a startup look enterprise-ready  Why brand must be led by the CEO and modeled across the exec team  How to hire for curiosity, learning speed, and potential  How to sell the 95–5 content mindset to your CEO and CFO If you're done blending in, this conversation will remind you why courage still wins in B2B. Udi will be speaking at the CMO Super Huddle in Palo Alto on November 7th, 2025. All attendees will receive a complimentary copy of his book, Courageous Marketing, and can get it signed in the morning!  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Não é mais chocante em 2025, mas algo inacreditável 20 anos atrás aconteceu: Halo foi anunciado para PlayStation, em específico um novo remake do primeiro Halo, Halo: Campaign Evolved. Xbox também está nos assuntos por conta de uma diretriz interna que dita que a margem de lucro dos estúdios deve ser de 30%, algo imposto pela CFO e que parece ser um dos responsáveis pelos cancelamentos e demissões que testemunhamos em tempos recentes.Participantes:Guilherme JacobsHeitor De PaolaAssuntos abordados:09:00 - Diretriz interna demanda que Xbox tenha margens de lucro acima de 30%37:00 - Halo: Campaign Evolved será o primeiro da série em PlayStation50:00 - Ubisoft busca demissões voluntárias na Massive57:00 - Fallout 4 ganhará uma "anniversary edition"1:07:00 - Rápidas e curtasVenha fazer parte do Discord do Overloadr! Hosted on Acast. See acast.com/privacy for more information.

A CMO Confidential Interview with Jim Lecinski, Clinical Professor of Marketing at the Kellogg School of Management, author, and former Google VP. Jim discusses why he believes marketers are often overly focused on using AI for productivity improvements versus business growth, the gaps between marketers and the C-Suite highlighted by recent Gartner research, and the difference between "big frontier models" and "shiny objects." Key topics include: why you should avoid "gray market AI", how to manage the 5 AI risks (privacy, accuracy, regulatory, personnel, and reputation), and the false precision that accompanies a focus on intermediate measures like Click Through Rate (CTR). Tune in to hear why he's not a fan of Cannes and how AI helped figure out a wedding invitation calling for "casual to semi-formal beach attire."What should CMOs actually do with AI right now—and how do you avoid chasing shiny objects? Mike Linton sits down with Jim Lecinski, Professor of Marketing at Northwestern's Kellogg School (and author of The AI Marketing Canvas and Winning the Zero Moment of Truth) to unpack the AI application layer: the good, the bad, and the ugly. Jim explains why CEOs-CFOs obsess over growth (not merely efficiency), how to reframe marketing dashboards around business outcomes, and his simple two-by-two for AI use cases (internal productivity vs. external value creation). We cover privacy, legal/regulatory, personnel, and reputational risks—and how to mitigate them—plus a pragmatic roadmap: center on a leading frontier model and layer vetted apps instead of stitching together fragile point solutions. Jim also shares candid takes on Cannes vs. Effies and ends with a challenge: personally build something with AI before year-end.You'll learn:* Growth over cost-cutting: aligning with CEO-CFO priorities and measuring ends, not means* The AI use-case 2×2: internal productivity vs. external, customer-facing value creation* Practical examples (e.g., apparel personalization) that lift CSAT, CLV, and revenue* The 5 risk buckets (privacy, accuracy, regulatory-IP, personnel, reputation) and guardrails* How to choose core models (GPT, Gemini, Claude) and avoid “tool soup”* Why awards that honor outcomes beat awards that celebrate activityGuest: Jim Lecinski — Professor of Marketing, Northwestern Kellogg; former VP Customer Solutions (Americas) at Google; author of The AI Marketing Canvas (2nd ed.) & Winning the Zero Moment of Truth.Host: Mike Linton — former CMO of Best Buy, eBay, Farmers Insurance; CRO of Ancestry.com.Sponsor: Better marketing is built on Quad. See how better gets done at (https://www.quad.com/resources/research-and-tools/return-of-touch-consumer-engagement-has-an-omnichannel-revival?utm_source=cmoconfidential&utm_medium=paid&utm_campaign=001_brand&utm_id=podcastnl1031&utm_content=a-paidemail&utm_vp=)If you're enjoying the show, please like, subscribe, and share with your leadership team. New episodes every Tuesday; companion newsletter on Fridays.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Get ready to meet a true disruptor! In this episode, we're diving deep with Gabi Gantus, the CFO of Mytra, one of the planet's most ambitious startups. Mytra isn't just moving materials from point A to point B; they're reinventing warehousing and industrial productivity by going up, down, and all around with cutting-edge bots and software. Join us as Gabi shares how Mytra is pulling the logistics industry out of the "Eisenhower era," the unexpected lessons she learned at Tesla alongside Elon Musk, and her unique approach to finance that's anything but "ivory tower." Plus, she'll reveal her top tips for navigating economic uncertainty, building powerful CEO relationships, and the critical KPIs every CFO should track. This is a conversation packed with insights for anyone looking to innovate, lead, and thrive in today's dynamic business landscape!

Expanding internationally can open new markets, create efficiencies, and strengthen your business. It also introduces unfamiliar risks and complexities. In this episode, ProCFO Mauricio Davila shares insights from years of guiding companies through global growth and explains why international expansion demands more than just financial readiness.Mauricio discusses the CFO's unique role in identifying what others miss: navigating local laws, understanding regulatory systems, and recognizing how cultural differences affect everything from hiring to negotiations. He explains how experience in international finance helps turn potential risks into opportunities and how overlooking small cultural details can create major obstacles.We also explore how to balance short-term execution with long-term vision. Political changes, market volatility, and local norms can make global growth unpredictable, but the CFO's job is to keep the organization focused on why the expansion matters in the first place.For business owners and executives, this conversation is a practical look at what it takes to succeed across borders, from understanding culture to building the right team and making sure your strategy reflects both opportunity and reality. Featuring Mauricio Davila.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

28 Oct 2025. The UAE Cabinet has approved the 2026 federal budget, projecting a 30% increase in revenues and balanced spending for another year. We ask Emirates NBD economist Daniel Richards where those gains are likely to come from and what they say about the country’s fiscal health. Plus, it’s earnings season: we speak to the CFO of ADNOC Drilling about their latest results. And we get an exclusive first look at Dubai’s hospitality numbers with the team from Cavendish Maxwell.See omnystudio.com/listener for privacy information.

Today, Shannon shares tactical and actionable advice for entrepreneurs to improve their cash flow without making common mistakes. Learn the key differences between profit and cash flow, discover the importance of timing in managing your money, and understand how certain habits, like paying off credit cards too early or having a lax collection process, can sabotage your cash flow.   Shannon also delves into the nuances of paying estimated income taxes and prioritizing your expenses to ensure your business runs smoothly. Tune in to gain insights that could be game-changing for your enterprise, and consider booking a power session to customize your cash flow strategy.   What you'll hear in this episode: [0:45] Understanding Cash Flow vs. Profit [02:00] Common Cash Flow Mistakes [03:50] Prioritizing Payments and Collections [06:45] Rethinking Estimated Tax Payments   If you like this episode, check out: How to Unf*ck Cash Flow Understanding What is Breaking Your Cash Flow Transform Your Idle Cash into Active Profits   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

What if the reason your studio isn't as profitable as it could be… isn't because of enrollment or marketing—but because of a few simple accounting mistakes you don't even know you're making?This week I'm joined by Paul Roch, CFO, CPA, and founder of Roch Accounting Services, who specializes in helping studio owners and fitness entrepreneurs finally pay themselves what they deserve.In this episode, we dig into: 

There are few episodes where I tell you to rewind and listen again to something that a guest has says. This is one of those episodes. From the importance of using the patient's name to offering appointment options without directly asking if they want to schedule, this conversation with Tim is a great example of why words matter in all aspects of the patient experience.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Tim Merrigan.   Resources: https://acquios.com/  20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co"Here is the truth: most Private Equity CEOs fail within their first 18 months. It is not a test of intelligence; it is a test of speed to value and execution. The first 100 days are the make-or-break period where a new CEO proves their fitness, secures board alignment, and lays the foundation for exponential value creation. If you are stepping into a PE-backed CEO role, hesitation costs money—literally, as capital is always compounding. Your job is to survive your first three months and thrive.In this essential CEO survival guide, Ryan Miller, breaks down the exact 100 Day Playbook used by top PE operating partners and successful portfolio company executives. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technology and energy.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

In this episode of the Above the Business Podcast, host Bradley Hamner sits down with leadership expert Muriel Wilkins to discuss her new book, Leadership Unblocked: Break Through the Beliefs That Limit Your Potential. Muriel shares her unexpected journey from aspiring CMO to executive coach, and reveals why leading yourself is the foundation of leading others effectively.Connect with Bradley:1-1 Game Plan Call: Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Connect with Muriel WilkinsWebsite: MurielWilkins.comBook: Leadership Unblocked - Available wherever books are soldLinkedIn: Muriel WilkinsInstagram: @CoachMurielWilkinsThanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising,...

On this episode of CFO at Home, Vince and his guest, Kyle Gabhart, author of "Legends Don't Retire and Neither Should You"., discuss creating a meaningful legacy, financial and otherwise. They discuss the importance of living a meaningful life in the present, and how wealth can amplify influence but is not the essence of one's legacy. Kyle also challenges the conventional notion of retirement, advocating instead for a life of engagement and purpose throughout our lives, and shares strategies for integrating passion into our lives while preparing for the future. For more about Kyle and his work, visit KyleGabhart.com. Key Topics: The Meaning of Legacy: Living vs. Leaving Challenging Conventional Retirement Notions The Importance of Community and Engagement Balancing Financial Planning with Life Fulfillment Understanding the Role of Wealth in Legacy Strategies for a Holistic Approach to Budgeting Key Links: Kyle Gabhart.com Legends Don't Retire and Neither Should You Kyle Gabhart | LinkedIn Bluegrass Legacy Group | Facebook Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

Most people see an airport. April Cameron sees a small city — one she's helped run for 28 years and now leads as its 'Mayor.' In this episode, April shares how a mentor's confidence launched her from accountant to CFO, what finally convinced her to pursue the CEO role, the surprising truth about how airports actually make money, and why every ticket you buy is a vote. April Cameron is the President and CEO of the Chattanooga Metropolitan Airport Authority. You can connect with her on LinkedIn (linkedin.com/in/april-cameron-3a9aa0266).  If you like this episode, we think you'll also like: Charles Wood's Morning Cup (E55) Bridgett Massengill's Morning Cup (E80) Emily Mack's Morning Cup (E83) My Morning Cup is hosted by Mike Costa of Costa Media Advisors and produced by SpeakEasy Productions.  Subscribe to the weekly newsletter and be the first to know who upcoming guests are: http://eepurl.com/iGJzII

I sit down with my friend Stephen De Silva, creator of The Prosperous Soul and former CFO at Bethel Church. We talk about something most men never realize — that our financial struggles are rarely about money. They're about what's happening inside our hearts and minds. Stephen helps us unpack the connection between the soul and wealth, revealing how your mindset and theology can either limit or multiply what God wants to do in your finances.I share a bit of my own story — moments when I thought “we just need more money,” but the truth was, I hadn't planted any new seeds. There was no stewardship, no multiplication, just waiting for a miracle. Stephen challenges that mindset head-on, teaching how to align our internal world with the mind of Christ, and how to grow capacity through protection, provision, and identity. We talk practicals too: creating multiple streams of income, overcoming fear around money, and learning to be both shrewd as a serpent and innocent as a dove.If you've ever felt stuck financially or wondered how to build true prosperity that lasts for generations, this conversation will light a fire in you. Whether you're trying to climb out of debt, launch a new income stream, or teach your kids how to steward money God's way, this is your roadmap to becoming a man who prospers from the inside out.

In this episode Derek Champagne interviews Devin Thorpe. As a new-media journalist and founder of the Your Mark on the World Center, Devin has established himself as a champion of social good. Devin was formerly the CFO of one of the top 3 Fortune 500 companies before shifting his attention to social entrepreneurship.As a Forbes contributor, with more than 250 bylines and over one million unique visitors, he has become a recognized name in the social impact arena. His YouTube show, featuring celebrities, CEOs, billionaires and entrepreneurs who are out to change the world, has been viewed over 200,000 times, giving him a recognizable face as well.Devin is also a noted author with 4 popular books and calls himself a champion of social good. As an author, speaker and Forbes contributor he focuses on helping those doing good in the world.www.devinthorpe.comBusiness Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576

This episode features Heather Tamborino, CFO at EmblemHealth, who discusses the company's $2 million investment in food security across New York City. She shares how EmblemHealth's neighborhood care centers are addressing food insecurity, connecting social and medical care, and redefining health equity as both a mission and a strategic imperative.

On a quiet afternoon in Punta Cana, Michael Levine sat alone on a stretch of white sand. The turquoise water and silence offered the perfect scene for rest—until he realized what was missing. “I didn't have my phone and I didn't have my laptop,” he tells us. “That's what makes me happy… I love doing work from the beach.” It was there, after stepping down as Payoneer's CFO, that Levine accepted a truth about himself: he wasn't ready to retire.Levine had spent 11 and a half years helping Payoneer scale from about 100 employees to 3,000 and from $150 million to more than $80 billion in annual volume. He guided the company from private to public in June 2021 and from unregulated to regulated operations. When he left in 2023, he planned a pause but instead found himself drawn to a new frontier.Calls from crypto companies arrived during what he calls the “crypto winter.” Although he had once avoided digital assets entirely, he became fascinated by “decentralized finance,” “smart contracts,” and the tokenization of real-world assets. A meeting arranged by Spencer Stuart with the CEO of Fireblocks solidified his next move. “When you don't know which horse to pick in a race,” Levine tells us, “buy the racetrack.”Fireblocks, he explains, is the infrastructure that secures digital assets for enterprises through self-custody and cyber-grade protection. For Levine, it was a chance to apply a career's worth of scaling and governance experience to a technology poised to define the next decade of finance.

Watch the YouTube version of this episode HEREAre you looking to learn from other experienced law firm owners? In this episode of the Maximum Lawyer Podcast, host Tyson Muturx recaps the Max Law Con conference, a leading event for law firm owners and legal professionals. Tyson highlights standout presentations on AI, branding, automation, and resilience, and shares personal insights from networking sessions and workshops. Tyson provides an overview of a bunch of presentations by colleagues and friends that cover various topics related to law. These include Tyson's own presentation on taking action, Jim Hacking's presentation on how failures pave the road to success, a presentation on calling clients, steps on how to attract better clients and a live workshop on resilience and how to avoid burnouts for leaders. The conference was jam packed with insightful and incredible presentations and topics to help law firm owners succeed and be better leaders!Listen in to learn more!4:08 Conference Day One Opening & Emcee Introduction7:09 Jim's “Falling Up” Keynote8:04 Devin Slavonski: “Red Flags, Raves, and Referrals”8:55 Steve McClellan: “Scorecards of Success”8:55 Rachel McGarry: “Stop Being a Firefighter, Start Being an Engineer”9:56 Charlie Mann: “$500,000 Referral Playbook”9:56 Jason Selk: “Burnout Proof” Workshop11:58 Tiffany: “Built for the Storm”11:58 Kevin Cheney: “More Than Money”13:06 Adam Rawson: “High Impact Internship Program”13:06 Jeremy Danielson: “AI Board of Advisors”14:18 Gary Falkowitz: “Convert Better Than the Big Firms”17:07 Day Two Opening: Regina Edwards18:19 Jeff Hampton: “Double Your Law Firm's Revenue with YouTube”18:19 Danny Decker: “Spotlight Marketing and Branding”19:14 Brooks Derrick: “Do What the Robots Can't”19:14 Ruma Mazumdar: “Virtual Scale Blueprint”20:08 Ryan Weber: “Smart People, Dumb Excuses”20:08 Heather Olsen: “Turning Swag into Swagger”22:01 Alexis Austin: “Why Your Parents Are Responsible…”22:01 Matthew Kirby: “Latent Legal Market Opportunities with AI and Subscriptions”22:53 John Corman: “Master Energy, Forget Time”23:51 Chelsea Williams: “Think Like a CFO”25:00 Sonia Lakhani: “Monetizing Your Legal Knowledge Online” Tune in to today's episode and checkout the full show notes here. 

Find The Hidden Profit Potential That Already Exists In Your Business Hot take? Revenue is a vanity metric. Because if you're not actually taking home the income (and freedom) you dreamed of, you've got a profit problem. In this special bonus episode, I sit down with financial literacy coach and CPA Jamie Trull to talk about one of the most overlooked aspects of online business: sustainable profit. Together, we unpack the hidden profit levers inside your business, how to identify which offers are draining your time and energy, and the mindset shifts that allow you to step into true CEO-level financial decision making. Jamie brings practical, approachable advice to help you see your numbers differently, so you can finally stop hustling for vanity metrics and start creating a business that supports your life, not the other way around. Whether you have digital courses, a one-to-one service, or a mix of offers, this episode will show you how small shifts in pricing, costs, and strategy can add up to massive increases in your take-home pay. HERE ARE THE 3 KEY TAKEAWAYS FROM THIS EPISODE: 1️⃣ Revenue ≠ Profit — A million-dollar business at a 5% margin only nets $50K. Jamie reveals why focusing on profit over vanity revenue is the real key to freedom. 2️⃣ Identify Hidden Profit Levers — From pricing and upsells to indirect costs and offer mix, Jamie shares how small tweaks in your business model can unlock significant profit. 3️⃣ It Doesn't Have to Be Perfect to Be Useful — You don't need to be a CFO to understand your numbers. Even rough estimates and small shifts can create lasting impact and clarity in your business. RESOURCES MENTIONED IN THIS EPISODE: If you need a roadmap to finding the profit hiding in your business, Jamie's book is here to help! Get your copy at jamietrull.com/hiddenprofit  Join the waitlist for The Milly Club: millyclub.amyporterfield.com  MORE FROM JAMIE Follow Jamie on Instagram @jamie.trull MORE FROM ME Follow me on Instagram @amyporterfield SUBSCRIBE & REVIEW If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more entrepreneurs who need these insights.

Stan is a chauffeur and driver who was born and raised in the Bronx, but currently operates in the Columbia, SC area.  Theo and Stan talk about his journey from New York to the South,  the proper etiquette of being a Chauffeur, and what he's learned about women over the years.  Stan the Chauffeur: https://www.instagram.com/stan_the_og_poet/    Signature Transportation: https://signaturetransportationsc.com/   ------------------------------------------------ Tour Dates! https://theovon.com/tour New Merch: https://www.theovonstore.com ------------------------------------------------- Sponsored By: Celsius: Go to the Celsius Amazon store to check out all of their flavors. #CELSIUSBrandPartner #CELSIUSLiveFit https://amzn.to/3HbAtPJ  Moonpay: Head over to https://www.moonpay.com/theo to sign up  BetterHelp: This episode is sponsored by BetterHelp. Go to http://betterhelp.com/theo for 10% off your first month. Netsuite: Go to http://netsuite.com/theo to Download the CFO's Guide to AI and Machine Learning for FREE. Ryl Tea: the tea that cleaned up its act and still tastes like the good old days. Refresh yourself now at www.drinkryl.com Valor Recovery: To learn more about Valor Recovery please visit them at https://valorrecoverycoaching.com/  or email them at admin@valorrecoverycoaching.com Perplexity AI: Ask anything at https://pplx.ai/theo and download their new web browser Comet at https://comet.perplexity.ai/ ------------------------------------------------- Music: “Shine” by Bishop Gunn Bishop Gunn - Shine ------------------------------------------------ Submit your funny videos, TikToks, questions and topics you'd like to hear on the podcast to: tpwproducer@gmail.com Hit the Hotline: 985-664-9503 Video Hotline for Theo Upload here: https://www.theovon.com/fan-upload Send mail to: This Past Weekend 1906 Glen Echo Rd PO Box #159359 Nashville, TN 37215 ------------------------------------------------ Find Theo: Website: https://theovon.com Instagram: https://instagram.com/theovon Facebook: https://facebook.com/theovon Facebook Group: https://www.facebook.com/groups/thispastweekend Twitter: https://twitter.com/theovon YouTube: https://youtube.com/theovon Clips Channel: https://www.youtube.com/c/TheoVonClips Shorts Channel: https://bit.ly/3ClUj8z ------------------------------------------------ Producer: Zach https://www.instagram.com/zachdpowers Producer: Trevyn https://www.instagram.com/trevyn.s/  Producer: Nick https://www.instagram.com/realnickdavis/ Producer: Andrew https://www.instagram.com/bleachmediaofficial/  Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike chats with Philip Diehl, the 35th Director of the U.S. Mint and the man behind the most successful coin program in American history—the 50 State Quarters. They talk about the surprising history of the U.S. dollar coin, how a coin gets designed and approved, and the unexpected reason why the mikeroweWORKS Trades Coin—a symbol of American skill and pride—wasn't actually made in the America. Tip o' the hat to our excellent sponsors American-Giant.com/MIKE Use code MIKE to get 20% off your order. NetSuite.com/Mike Download the CFO's Guide to AI and Machine Learning. BuildSubmarines.com Explore available careers! GoodRanchers.com Use code MIKE to get $40 off plus free meat for life with new subscription.