Podcasts about cfo

Die Margen im Bankgeschäft stehen unter Druck. Weltweit investieren Banken jährlich über 650 Milliarden Dollar in IT – ein Großteil davon fließt in die Modernisierung alter Systeme. Gleichzeitig boomt Banking-as-a-Service: Statt alles selbst zu entwickeln, mieten Banken zunehmend fertige Finanzdienstleistungen.Aber führt die Kombination aus White-Label-Lösungen und KI wirklich zu einer Effizienz-Revolution? Oder sind das nur übertriebene Versprechen?Darüber sprechen Fabian und Dirk in Folge #141 mit Konstantin Kavvadias, CFO von Solaris – einem BaaS-Anbieter der ersten Stunde. Wir diskutieren, welche Effizienzgewinne messbar sind, wo die Grenzen liegen und was Banken jetzt tun müssen, um wettbewerbsfähig zu bleiben.02:30 - Konstantin, stell dich und Solaris doch gern kurz vor! 04:00 - Solaris ist u.a. bekannt für seine White-Label-Lösungen. Welche Vorteile bieten solche Lösungen und warum greifen Banken und Co. darauf zurück?06:54 - Ist eine White-Label-Lösung auf für jemanden interessant, der bereits einen Haken am Thema Regulierung hat? 10:44 - Wie lange begleitet ihr als Partner, wenn ein Unternehmen eure White-Label-Lösung einbinden will? 12:08 - Wo steht ihr bei Solaris heute, wenn es um die Integration von KI geht? Wie viel Potential siehst du da? 15:40 - Kannst du beziffern, wie viel Effizienzgewinn tatsächlich in solchen KI-Use-Cases steckt?   17:50 - Welche Erfahrungen habt ihr bisher beim Einsatz von KI gemacht? Führt das wirklich zu Kosteneinsparungen, oder gibt es unerwartete Herausforderungen?20:00 - Stichwort Service Level Agreements, Fraud Detection, Avatare etc.: Welche Use Cases wollt ihr grundsätzlich anfassen und welche nicht? 27:55 - Wie seht ihr das Thema KI kulturell? Wie treibt ihr es voran und wie stark priorisiert ihr es? 29:45 - Geht ihr den ersten Schritt, wenn es darum geht, bestimmte Use Cases bei Partnern zu implementieren? Oder haben eher die Partner Wünsche? 31.55 - Was würdest du dir für die Zukunft wünschen? Welche Use Cases oder technischen Anwendungen siehst du da?  33:25 - Wie sollten Banken aus deiner Sicht mit White-Label-Lösungen und KI umgehen? 34:40 - Würdest du sagen, wer jetzt nicht selbst in diese Themen investiert, wird den Anschluss verlieren? 38:40 - Was wird der Endkunde heute und in Zukunft erleben? Welche Use Cases siehst du da? 41:48 - Welchen Gast oder welches Thema würdest du dir mal in unserem Podcast wünschen?Abonniert uns direkt hier oder folgt uns auf LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, um keine Episode zu verpassen.Produziert wird der "Talk Between the Towers" von neosfer, Frühphaseninvestor und Innovationseinheit der Commerzbank. Alles Weitere über unseren Podcast findet ihr hier: neosfer Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

P.M. Edition for Nov. 5. The U.S. Supreme Court heard oral arguments over President Trump's global tariffs, and whether he exceeded his authority to impose them. WSJ Supreme Court correspondent Jess Bravin discusses the justices' responses. Plus, we hear from Journal White House reporter Meridith McGraw on the president's reaction to Democrats' election victories: he's urging Republican lawmakers to end the filibuster. And OpenAI's CFO says that the company is not looking to go public in the near term. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, I'm diving into the pitfalls of complacency in business and how it can quietly hold you back from growth. As a fractional CFO working with a variety of businesses, I've seen firsthand how important it is to track performance metrics—especially revenue by employee—to identify your top performers and the areas that need attention. I'll share practical ways to stay vigilant and intentional in your growth strategies so that every decision moves you closer to greater profitability and long-term enterprise value. Tune in for actionable insights to help you maintain momentum and achieve lasting business success.   What you'll hear in this episode: [0:45] Learning from Clients as a Fractional CFO [01:25] The Silent Business Killer: Complacency [02:50] Tracking Performance Metrics by Employee [04:00] Empowering and Rewarding Top Performers [05:35] The Importance of Revenue by Employee [08:45] Combating Complacency with Critical Analysis   If you like this episode, check out: Your Finance Hire - Dos and Don'ts Ways to Maximize Customer Value From Founder-Led Sales to Sales Machine   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.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you're dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone's time — yours, your client's, and the prospect's. You'll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

When Erik Wissig recalls his early years as a founder, one moment still stands out. The team had met its growth goals and earned their bonuses—but the company's cash flow hadn't caught up. “You need the cash to make those payments,” he tells us. That hard-won lesson reshaped how Wissig approached finance from that day forward: plan ahead, balance ambition with liquidity, and bring the wider leadership team into that awareness.Before that turning point, Wissig had spent a decade in investment banking, advising hundreds of middle-market companies on transactions. Eventually, the advisor wanted to build. In 2013, he co-founded Hixme to give employers a new way to fund individual health insurance—an idea born from the Affordable Care Act's reshaping of the market. When regulatory realities slowed progress, Wissig stayed the course. Hixme's platform and team were acquired by SureCo in 2020, where he now serves as CFO and COO.At SureCo, Wissig's banking discipline meets an operator's pragmatism. He focuses on two levers—raising revenue per customer and scaling efficiencies—and on hiring into his weaknesses, surrounding himself with strong CPAs. His leadership style mirrors his philosophy on failure: persistence is progress. “If the game is still being played, then you haven't failed,” he tells us.Twelve years into his pursuit of the ICHRA model, Wissig remains motivated by one conviction: lasting change in healthcare begins by putting individuals—not institutions—at the center of the system.

Hard conversation on your calendar? Breathe! You've got a playbook now. In this episode, negotiation expert Kwame Christian shares how to stay calm under pressure, be heard without getting heated, and turn conflict into collaboration. We break down the 3-step Compassionate Curiosity method, the empathy loop that makes people feel understood, and how to find the leverage you're missing. Get ready to learn scripts and mindset shifts you can use at work, at home, and anywhere stakes feel high. In This Episode, You Will Learn The 3-STEP COMPASSIONATE CURIOSITY FRAMEWORK to handle any hard conversation. How to ACKNOWLEDGE & VALIDATE EMOTIONS to lower the emotional temperature. The OPEN-ENDED QUESTIONS that build rapport. How to see the OPPORTUNITY overshadowed by the power element. How to SHIFT from EGOCENTRIC to EMPATHETIC PERSUASION so your message lands. The EMPATHY LOOP that makes people feel heard. Resources + Links Listen to Kwame's podcast HERE Learn more about Kwame HERE Grab your copy of Kwame's book How to Have Difficult Conversations About Race 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 Kwame on Instagram & LinkedIn

On this episode of the MeidasTouch Podcast, Ben, Brett, and Jordy break down a pivotal week in American politics as Democrats aim to seize momentum with major elections across the country. The brothers analyze President Obama's powerful return to the campaign trail in Virginia, Governor Gavin Newsom's final push for California's critical Proposition 50, and the devastating new polls spelling disaster for Donald Trump and the GOP. Plus, they dissect Trump's disastrous and heavily edited 60 Minutes interview that even CBS couldn't salvage, and what it all reveals about the unraveling state of the MAGA movement. All that and much more from Ben, Brett, and Jordy.  Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Deals from our sponsors!  ZBiotics: Head to https://zbiotics.com/MEIDAS to get 15% off your first order when you use MEIDAS at checkout. Graza: Take your food to the next level with Graza Olive Oil. Visit https://graza.co/MEIDAS and use promo code MEIDAS today for 10% off your first order! Netsuite: Download the CFO's guide to Al and Machine Learning at https://Netsuite.com/meidas SelectQuote: Get the right life insurance for YOU, for LESS, at https://SELECTQUOTE.COM/MEIDAS Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Samantha (36) and Kevin (41) have been together for seven years, but their financial lives couldn't look more different. He's a high earner with $800,000 in investments and a paid-down mortgage. She's still carrying student loans, car payments, and lingering shame about being “behind.” While Kevin saves methodically for the future, Samantha prefers to spend on experiences—especially travel—leaving him questioning whether their financial priorities will ever align. Beneath the surface, neither of them has truly learned how to talk about money without shutting down. Can Ramit help them move from avoidance and resentment to shared goals and real plans for the future? A special thanks to Ultraspeaking, who worked with Samantha and Kevin to help them communicate more effectively as a couple. Ultraspeaking is the fastest and most effective way to become a great communicator. Learn more at https://ultraspeaking.com. In this episode we uncover: • Why Samantha believes she'll never be “financially good enough” for Kevin • How their shared avoidant tendencies have allowed them to avoid financial planning for years • How their unspoken expectations around “fairness” create tension • Samantha's logic for not paying rent or mortgage • How Kevin's quiet resentment built up after Samantha didn't use the housing savings to pay down debt • The real cost of their “guilt-free” spending, including $15,000/year on vacations • Why Samantha still feels broke, despite earning $148,000 a year • Samantha's fears about not meeting Kevin's expectations in retirement • The stark contrast between their savings: Samantha has one month of expenses, Kevin has six • How Samantha inherited a “spend it if you have it” mindset from her parents • Kevin's fear of loss from divorce and why he avoids fully committing financially • The role of therapy in helping them rebuild communication and trust Chapters: (00:00:00) “I'll never be financially good enough for Kevin” (00:13:39) “I feel like I have no say because he owns the house” (00:27:08) Ramit breaks down their numbers (00:37:44) “I still feel like I'm only making $50,000” (00:43:59) “Money burned a hole in my pocket” (01:03:09) “That's the bed I made and I will lie in it” (01:08:25) “Closing doors is hard…but staying stuck is harder” (01:15:59) “It's not about catching up — it's about building together” (01:37:50) Where are they now? Samantha and Kevin's follow-ups This episode is brought to you by: NetSuite | Download the CFO's Guide to AI and Machine Learning at https://netsuite.com/ramit Fabric by Gerber Life | Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at https://meetfabric.com/ramit Gelt | Book a tax consultation with Gelt at https://joingelt.com/ramit. As a member of my community, you can skip the waitlist DeleteMe | If you want to get your personal information removed from the web, go to https://joindeleteme.com/ramit for 20% off Facet | Facet is waiving their $250 enrollment fee for new annual members, and for my audience, Facet is offering $300 into your brokerage account if you invest and maintain $5,000 within your first 90 days. Head to https://facet.com/ramit to learn more about which membership option is best for you Links mentioned in this episode • If you want help with your finances, join my Money Coaching program at https://iwt.com/moneycoaching Connect with Ramit • Get my new book, Money For Couples • Get Money Coaching with Ramit • Download the Conscious Spending Plan • Listen to my book—now on Audible • Get my New York Times best-selling book • Get my no-numbers journal • Other episodes • Instagram • Twitter • YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here.

AI is forcing engineering leaders to become part-CFO, part-governance expert, and part-business strategist. Are you ready for the shift? We're joined by Lake Dai, a globally recognized AI expert, professor at Carnegie Mellon, and founder of Sancus Ventures, to explore the new operating strategies required in an AI-first era. She explains why AI has evolved from a simple tool to a core business metric that leaders are held accountable for on earnings calls. This new reality introduces massive new compute costs—sometimes 30-50% of OpEx—forcing leaders to adopt the financial foresight of a CFO to forecast and justify spending.Beyond the balance sheet, Lake identifies AI governance as the biggest blind spot for most leaders today, outlining the urgent need for an AI handbook to manage unit, system, and ethical risks. This strategic shift also reshapes the engineering org itself, from managing hybrid teams of humans and agents to the need for new training environments, almost like "AI flight simulators." This episode is an essential briefing on these new complexities, all centered on Lake's most urgent advice: in a world moving this fast, the best strategy is to slow down and focus on the fundamentals.LinearB: Your AI productivity journey starts hereFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's guest(s):Connect with Lake on LinkedInSubscribe to Lake's Substack: LakeD-AI UnbundledLearn more about: Sancus VenturesReferenced in today's show:I didn't believe it until I saw it: but it *really* works in open offices! And you cannot even hear devs "whispering."Councils of agentsIf you don't tinker, you don't have tasteI invited strangers to message me through a receipt printerSupport the show: Subscribe to our Substack Leave us a review Subscribe on YouTube Follow us on Twitter or LinkedIn Offers: Learn about Continuous Merge with gitStream Get your DORA Metrics free forever

In wenigen Tagen erscheint im Controller Magazin ein ausführliches Interview mit Peter Bluhm – 29.600 Zeichen über ein Thema, das in den Projekten bei ATVISIO oft eine zentrale und erfolgsentscheidende Rolle spielt: die Zusammenarbeit zwischen Controlling und IT. Regelmäßig erleben die Consultants von ATVISIO in Kick-off-Meetings für neue BI-Projekte typische Spannungen zwischen den beiden Bereichen. Der Controlling-Leiter fordert schnelle Ergebnisse – „Wir brauchen das Dashboard bis Monatsende!" – während der IT-Leiter auf klare Spezifikationen besteht: „Ohne vernünftige Spezifikation läuft hier gar nichts." Im Interview berichtet Peter Bluhm aus über 20 Jahren Beratungserfahrung in Business Intelligence und Data Management. Eine Situation beschreibt er besonders eindrücklich: Ein Controlling-Leiter spricht von einer „IT-Diktatur", während der IT-Leiter im selben Unternehmen vom „Excel-Chaos" im Controlling spricht. Für Peter Bluhm ist das kein Einzelfall, sondern ein systematisches Muster – und genau darüber spricht er im Interview mit dem Controller Magazin.

Today, I'm speaking with Jim Emerich, founder of Backbone CFO, a fractional CFO practice that specializes in supporting construction firms and manufacturers. Jim and I talk about the role data plays in making strong business decisions, and he walks me through a simplified framework he created to help identify key financial issues and constraints that often hold businesses back. The framework focuses on five core areas: cash, profit, people, systems, and position.   Jim shares insights from his work with business owners and explains how financial planning and a clear understanding of enterprise value can shape the growth and scalability of a company. Whether you're running a lifestyle business or working to build long-term enterprise value, this conversation offers practical strategies to move from chaos to clarity and control.   What you'll hear in this episode: [01:50] The Backbone CFO Framework [05:40] Diagnosing Financial Issues [12:55] Case Study: Financial Control Framework in Action [24:00] Understanding the Data Equity Ratio [25:30] Framework for Financial Control [26:25] Managing Inventory and Cash Conversion [27:45] Educating Business Owners on Financial Metrics [29:00] Financial Projections and Growth Planning [34:35] Balancing Tax Savings and Enterprise Value [43:25] Aligning Business Goals with Actions   If you like this episode, check out: How to Build Investor-Ready Financials Your Most Expensive Habit How to Create Enterprise Value for Your Business   Learn more about Backbone CFO: https://backbonecfo.com/   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.

Jason Leong, co-founder and CEO of Pocketsmith, personal finance software serving 190 countries, reveals how viewing your financial future as a narrative instead of numbers transforms anxiety into confidence. Discover the 'time machine for money' concept, 30-year forecasting technology, the household CFO positioning that reframes bill payers as financial heroes, and customer stories including the fairy godmother effect (woman with dyscalculia who became financial mentor), the prodigal son (healed father relationship through money clarity), and the cold turkey smoker (quit through spending visibility). Learn why Pocketsmith adapts to you like Lego instead of prescriptive systems, how financial empowerment spreads through communities, and why owning your financial future requires accountability and courage. Features StoryCycle Genie™ brand validation and exclusive 50% discount for Business of Story listeners. Craft your brilliant brand story strategy in minutes, not months, and instantly create compelling content that converts customers with the StoryCycle Genie™ #StoryOn!   ≈Park

On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on our thinking, the paradigm shift from accumulating to decumulating assets, and the role of community in achieving financial confidence. Roger shares insights from his Rock Retirement Club, emphasizing the value of optionality and the art of managing complex problems. Whether you're planning for retirement or simply curious about financial wisdom, this episode offers a wealth of knowledge and inspiration.   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.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Rock Retirement Club   ————————————————————————————— 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!

What does a recovering accountant, a fractional CFO, and a former would-be pararescue jumper have in common? It's all Alex Little of Little Financial. In this episode of The Curious Builder Podcast, Mark and Alex dive into the silent profit killers hiding in your business, what the heck a 2% leak is, and why cash in the bank doesn't always mean profit. Alex drops gold on everything from project KPIs to better billing habits and why you can't delegate your wealth. If you're making money but feel broke—this one's for you. Support the show - https://www.curiousbuilderpodcast.com/shop See our upcoming live events - https://www.curiousbuilderpodcast.com/events The host of the Curious Builder Podcast is Mark D. Williams, the founder of Mark D. Williams Custom Homes Inc. They are an award-winning Twin Cities-based home builder, creating quality custom homes and remodels — one-of-a-kind dream homes of all styles and scopes. Whether you're looking to reimagine your current space or start fresh with a new construction, we build homes that reflect how you live your everyday life. Sponsors for the Episode:  Pella Website: https://www.pella.com/ppc/professionals/why-wood/  Adaptive  Website: https://referrals.adaptive.build/u8Gkiaev  Sauna Camp Website: https://www.saunacamps.com/ Where to find the Guest:  Website: https://www.little-financial.com/ Facebook: https://www.facebook.com/profile.php?id=61562216836302 Little Financial's LinkedIn: https://www.linkedin.com/company/little-financial-services Alex Little's LinkedIn: https://www.linkedin.com/in/iamalexlittle/ Where to find the Host:  Website - https://www.mdwilliamshomes.com/  Podcast Website - https://www.curiousbuilderpodcast.com Instagram - https://www.instagram.com/markdwilliams_customhomes/  Facebook - https://www.facebook.com/MarkDWilliamsCustomHomesInc/  LinkedIn - https://www.linkedin.com/in/mark-williams-968a3420/  Houzz - https://www.houzz.com/pro/markdwilliamscustomhomes/mark-d-williams-custom-homes-inc

In this episode of Above The Business, Bradley Hamner sits down with Conner Young, the Co-founder of Kairo Data, a groundbreaking acquisition platform designed to empower searchers, family offices, and investors in their journey to find, finance, and close deals with confidence.Over the past five years, Kairo Data has revolutionized the business acquisition landscape, serving more than 210 clients and connecting thousands to valuable opportunities. With an unparalleled database of over 18 million businesses, access to 4,000+ brokers, and a thriving network of over 1,000 industry professionals, Kairo Data has become the go-to resource for sourcing off-market businesses and facilitating seamless acquisitions.Conner shares his unique approach to deal-making, from building trust-based relationships with sellers to leveraging innovative financing strategies. He also opens up about his personal journey of resilience, including overcoming brain tumors and brain surgery, all while leading the fastest-growing SMB acquisition platform in the U.S.Whether you're a seasoned investor or just beginning your acquisition journey, this episode is packed with actionable insights on sourcing deals, negotiating effectively, and navigating the complex world of business acquisitions. Don't miss this inspiring and educational conversation with Conner Young.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...

This episode's Community Champion Sponsor is Ossur. To learn more about their ‘Responsible for Tomorrow' Sustainability Campaign, and how you can get involved: CLICK HEREEpisode Overview: Growing a company from $46,000 to $30 million in six years doesn't happen by accident—it requires vision, grit, and the right team. Our next guest, Beth Lachance, is the CEO and founder of Global Medical Virtual Assistants, where she's revolutionizing administrative support for medical practices nationwide. With 16 years as an entrepreneur and over 22 years of healthcare leadership experience, she brings strategic vision and hands-on execution to building high-performing distributed teams. Driven by a passion for operational excellence and leveraging global talent, Beth shares how GMVA is transforming healthcare staffing through HIPAA-compliant virtual assistants from the Philippines. Join us to discover how her team is helping practices reclaim time, reduce costs, and refocus on patient care. Let's go!Episode Highlights:The Right Team Matters - Finding the right advisors and team members is critical, even when it means parting ways with early supporters.Leadership Evolves with Growth - Different business stages require different leaders; Beth is now bringing on a CFO as GMVA scales.$46K to $30M in Six Years - GMVA's explosive revenue growth demonstrates massive demand for virtual healthcare staffing.Reimagining Healthcare Work - GMVA transforms medical practices through remote administrative support, freeing providers to focus on patients.Tough Decisions Drive Success - Beth learned that moving on from trusted early team members, though painful, unlocks company potential.About our Guest: Beth Lachance is the CEO and founder of Global Medical Virtual Assistants (GMVA), whereshe drives sustainable growth and operational excellence for a company revolutionizingadministrative support for U.S. medical practices. With 16 years as an entrepreneurspecializing in real estate and over 22 years of corporate leadership in Surgical Device,Pharmaceutical, and Specialty Pharmacy industries, Beth blends strategic vision with hands-on execution to build high-performing teams and achieve long-term success.A former Division I gymnast on full scholarship at the University of Florida, Beth earned herBachelor of Science in Health Sciences, a testament to her discipline and goal-drivenleadership.Links Supporting This Episode: Global Medical Virtual Assistants Website: CLICK HEREBeth Lachance LinkedIn page: CLICK HEREGlobal Medical Virtual Assistants LinkedIn: CLICK HEREMike Biselli LinkedIn page: CLICK HEREMike Biselli Twitter page: CLICK HEREVisit our website: CLICK HERESubscribe to newsletter: CLICK HEREGuest nomination form:

AI has completely changed the rules of marketing, and finance can't afford to play catch-up. Workiva's VP of Revenue Marketing, Joel Capperella, joins Steve Soter to unpack how AI is reshaping data, trust, and decision-making across the business. As progression analysis evolves and web traffic declines, traditional forecasting and investment models are losing their edge. This episode breaks down what modern finance and marketing leaders must do to keep pace. You'll learn: Why the old CFO-CMO disconnect is no longer sustainable How AI's data disruption is forcing a new model of collaboration Why credibility and transparency are now the most valuable data currencies What separates a caretaker CFO from a truly transformative one Watch the full episode for practical insights on data trust, financial transformation, and redefining success in the age of AI.
00:00 Introduction 01:14 Rewriting the Marketing Playbook with AI 02:42 The Changing Role of CFOs in the AI Era 06:25 The Future of Marketing and Finance Collaboration 10:14 Closing Thoughts 

On the next two episodes of CFO at Home, Vince's guest is Suzanne Leydecker, a lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." Suzanne opens up about her experiences of inheriting money, and how it·s shaped her understanding of love and finances. She also reflects on the complexities that arise when women possess greater income and the impact it can have on personal relationships, the connections between love and money, and her personal story of growing up in a family with contrasting views on money and how those experiences influenced her own financial habits and choices in relationships. For more about Suzanne and her work, visit her website SuzanneLeydecker.com. Key Topics: Navigating Wealth and Relationships The Impact of Inheritance on Personal Identity Understanding Sudden Wealth Syndrome Communication as a Key to Financial Harmony The Role of Women in Wealth Management Personal Responsibility and Financial Empowerment Key Links Suzanne Leydecker - suzanneleydecker.com A Woman on Top: My Journey of Self-Discovery Through Love and Money: Leydecker, Suzanne Suzanne Leydecker (@suzanneleydecker) • Instagram  Suzanne Leydecker - LinkedIn Suzanne Leydecker - 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  

Five years ago, a CFO's main focus was cutting costs and boosting efficiency, but that conversation has dramatically shifted, with artificial intelligence (AI) now topping the priority list. In this episode of Blood, Sweat & Balance Sheets, host Mike Whitmire sits down with Andrew Moses, Associate Director at Cross Country Consulting, to dive into the evolving role of the modern CFO and the urgent need to adopt AI.They'll unpack why AI is no longer a "nice to have," but an essential budget item. You'll learn:How finance leaders can overcome the challenge of implementing AI, especially when general-purpose tools like Copilot and Python fall short for accounting-specific tasks.The critical difference between general-purpose and purpose-built AI solutions that seamlessly integrate with existing accounting systems.How to view AI as an investment not just in technology, but in your people.This discussion will provide a clear path for companies to effectively and easily adopt solutions purpose-built for the accounting function, making AI a practical reality.

Ever feel like your gut tells you one thing, but the numbers tell you another—and you're not sure which to trust as a CEO? If you've ever felt overwhelmed by financial reports, hesitant to ask "basic" money questions, or unsure how your cash flow can look great on paper but tight in practice, this episode is for you. You'll hear how understanding your company's finances at a deeper level can help you make smarter, faster decisions—without needing to become an accountant. In this conversation with financial leader Pam Meissner, you'll learn how to: Simplify financial statements so you actually use them to lead, not fear them. Build cash flow confidence by spotting problems before they become crises. Turn financial data into clear, actionable strategies for growth. Listen now to discover how trusting your gut and mastering your numbers can transform the way you lead your business. Check out: [07:45] – Pam shares her bold early-career leap from Pricewaterhouse to privatization work in post–Cold War Poland, setting the tone for her "say yes to risk" philosophy. [26:20] – A powerful exchange on why CEOs shouldn't be afraid to admit they don't fully understand the balance sheet—and how asking the right questions can transform financial confidence. [48:10] – Jim and Pam break down practical, real-world cash flow forecasting tips, including how to spot "bad money" and avoid the traps that quietly sink growing businesses. About Pam Meissner Pam Meissner is a seasoned financial and operational leader with experience as CFO, COO, and CEO across multiple industries. She's helped scale companies to billion-dollar valuations by turning complex financial data into clear, actionable strategies for growth. With a global outlook shaped by extensive travel and cultural immersion, Pam champions adaptability, innovation, and diverse thinking in leadership. Her career is marked by resilience—recently widowed after 30 years of marriage, she continues to lead with purpose and strength. She's also a proud mother: her son, who has autism, recently graduated from college, and her daughter runs marathons to raise funds for autism research.

How do you prove CPQ value in CFO terms—not hype? In this episode, Cameron Marsh, Analyst at Nucleus Research, breaks down how their ROI Case Study and Value Matrix quantify CPQ outcomes customers feel every day: faster quote cycles, higher throughput with the same team, better margins from pricing, and fewer back-and-forth revisions thanks to visualization. We also dig into why data quality—not model magic—decides CPQ AI success, and where channel vs. direct CPQ returns really land. Key Takeaways: Quantifying ROI like a CFO: Nucleus standardizes benefits into save time, save money, make more money—and they're NASBA-certified in how they measure value. Quote Cycle Efficiency: Typical improvements of 60–80%—from hours to minutes—plus 20–30% more quote throughput with the same headcount. Pricing > Cross/Upsell: Price optimization usually creates more value than cross/upsell alone by protecting margin. Payback Windows: Average CPQ payback in 9–12 months; channel CPQ often sees faster first-year payback, while direct CPQ compounds larger value longer-term. What's Beating AI (for now): Visualization (≈ 25% reduction in quote revisions), Deal Desk Automation (≈ 85% reduction in manual review time), and eSignature are delivering immediate, measurable wins. AI's Real Bottleneck: Inconsistent rules, outdated/fragmented price lists, and weak integrations. Bad data = bad outputs. Market View: Strongest traction in North America enterprise, with growing momentum across Europe and APAC. Vendor Advice: Lead with customer value and usability, not feature lists.

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

Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit First Professionals, about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinking and storytelling to emotional intelligence and coaching, Ron reveals the skills that separate true advisors from number crunchers. Together, they explore how to position yourself as a trusted CFO, ask the right questions, and deliver the client experience that commands premium fees while creating meaningful impact.

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.

China is setting a new bar for the speed of clinical development and redefining the time it takes an asset to get to the clinic. On a special edition of the BioCentury This Week podcast recorded on stage at the 12th BioCentury BayHelix China Healthcare Summit in Shanghai, BioCentury's Simone Fishburn argued that China's emerging new standard for swift entry to the clinic could upend the bottleneck of translational development and usher in a new paradigm that could have a “massive impact globally.”Fishburn and her BioCentury colleagues Joshua Berlin and Jeff Cranmer were joined by a trio of cross-border KOLs — John Zhu, CEO of antibody-drug conjugate company DualityBio; Matt Hewitt, CTO of  Charles River Laboratories' manufacturing business division; and Bing Wang, CFO of Akeso — to discuss the speed of generating first-in-human data, Innovent's $1.2 billion deal with Takeda, an evolving biotech talent pool, and the state of the financial markets.“For me, it really feels like 2025 is the year that biotech globally woke up to China,” Fishburn said.BioCentury returns to Asia early next year for the 5th East-West Summit, March 9-11 in Seoul. Register today as a delegate or apply to join the Presenting Company Class to take advantage of early bird rates.#ChinaInnovation #DrugDevelopment #PharmaDeals #GlobalBiotech #PharmaInnovation #siRNA #BrainToVein00:00 - Introduction02:49 - China Speed12:27 - Clinical Trails 17:34 - Global Strategy26:59 - Financial Markets IPOs36:52 - TalentTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

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...

In this special episode of CFO Thought Leader—the first of three produced in collaboration with The Suite, Shaun Sethna (General Counsel and GM for the L Suite) maps where CFOs and GCs misjudge contract risk and how to collaborate effectively. He spotlights “locked-in” deals that still enable termination via vague clauses or missing notice-and-cure. Start with strategy alignment, then cross-train—mini finance for lawyers, mini legal for CFOs—and empower teams to escalate wisely. He urges adopting AI to summarize agreements, surface obligations, and route risks. Looking ahead, he flags AI agents as SaaS “users,” which could upend seat-based pricing. He closes with an M&A example where mutual fluency let GC and CFO catch material misses.• Align strategy first; contracts follow business intent.• Cross-train teams to spot each other's risks.• Adopt AI to illuminate obligations and exposure.

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

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 episode, Carter interviews Casey Roloff, CEO, and Jeff Gundersen, CFO, of Seabrook Land Company to explore their journey in building thriving, walkable, new urbanist communities in the Pacific Northwest.   In This Episode You'll Learn:   How Seabrook's team incrementally develops and finances walkable, connected, and enduring communities by leveraging pre-sales and creative capital strategies.   The unique amenity approach of making the town itself the main amenity, including retail incubation techniques and fostering vibrant town centers.   Strategies for integrating "missing middle" housing typologies to support affordability and socioeconomic diversity within a planned neighborhood.   The critical role of on-site hospitality, community governance, and long-term investment in delivering a cohesive homeowner and guest experience.   Key lessons learned from decades of development, including Seabrook's biggest surprises, planning and entitlement challenges, and the value of building communities for all generations.  Show Notes  E – casey@seabrookwa.com  E – jeff@seabrookwa.com  W – www.seabrookwa.com   Plus: Whenever you're ready here are 4 ways Launch can help you with your project: Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TN, TX, UT, WA contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ ("LRS") – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ ListenersComplimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160 Carter Froelich hosts the Land to Lots™ podcast powered by Launch Development Finance Advisors. Carter shares how he and his team help their clients finance infrastructure, reduce costs, and mitigate risks all with the goal of enhancing project profitability Land to Lots™ is a registered trademark of Launch Development Finance Advisors

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.

On this episode of The Authority Company Podcast, Joe Pardavila welcomes back Damon Stafford, CEO of Alpine Intel and author of Believe in Better: The Evolution of Core Principles that Pioneered an Industry.  Damon returns to share why profitability is more than a short-term goal. It's a discipline and a journey. He explains why founders should stop chasing “growth at all costs,” the importance of listening deeply to customers, and how to recognize early warning signs that your business is drifting off the path to profit.  The conversation dives into: * Why profitability at the transaction level matters more than top-line growth. * The pitfalls founders face when selling to private equity. * Why some mergers and acquisitions fail and what makes others thrive. * The “Profitability Triangle” of people, process, and technology. * Why CEOs must understand transactions without becoming micromanagers. * How to know when it's time to bring in a CFO.  Damon also shares practical takeaways for leaders who are close to profitability but need a clear plan to cross the finish line. If you want a candid look at sustainable growth and how to build a company that lasts, this episode is for you.

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

Welcome to The Lending Brief, a brand new show brought to you by the GovNavigators and sponsored by Allocore. The Lending Brief shares stories of innovation, challenge, and impact in federal lending.Our first guest is Doug Criscitello, former CFO at HUD and SBA, and now a fellow at Arnold Ventures. Doug unpacks how the federal government quietly became one of the world's largest lenders, and why the volume of loans has exploded since the 2008 financial crisis and the COVID-era Paycheck Protection Program.He explains how shrinking workforces and rising demand are forcing agencies to modernize through automation, analytics, and AI, not just to process loans faster, but to strengthen risk controls and inform policy decisions in real time. Doug also makes the case for a “Federal Credit Intelligence Hub,” a centralized data platform that could track performance, detect fraud, and guide smarter policy across agencies.Want more from The Lending Brief? Check out The Lending Brief Newsletter

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/