Podcasts about cfo

Zillah Byng-Thorne is a world class leader. She was most recently the CEO of Future PLC, where she transformed the company from a struggling business to a thriving publishing giant with a market cap of over $1 billion. Before turning Future around, she was the CFO of Auto Trader. Zillah has established herself as a visionary leader in the publishing field and is a frequent speaker and also a board member of several well known organizations.  Thank you to the sponsors of The Elevate Podcast Mizzen & Main: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mizzenandmain.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Promo Code: elevate20) Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠masterclass.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/elevate⁠⁠⁠⁠⁠ Homeserve: ⁠⁠⁠⁠⁠homeserve.com⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode features a rare and powerful perspective: what it takes to lead one of agriculture's most respected family-owned companies — when you're not part of the family name.We sit down with Tom Mangan, Sukup Manufacturing's incoming CEO and the first non-family executive to hold the role in the company's history. Tom's background spans Fareway Stores, Endicott Clay Products, Deloitte Tax, and, since 2020, serving as Sukup's CFO. Beginning in October 2025, he'll step into the CEO role with Hank Norem transitioning back into the CFO seat to support the change.Tom shares his journey from Iowa State accounting major and CPA to guiding one of ag's most innovative, global, family-rooted brands. We explore the challenges and advantages of stepping into leadership in a multi-generational family company — from building trust, honoring legacy, and collaborating with family stakeholders to introducing new systems, tech, and approaches.Listeners will gain insight into how non-family leaders can thrive in family-owned operations, how to create alignment across teams, and how to balance culture, performance, and long-term vision. Tom breaks down his collaborative leadership philosophy, the lessons he's learned, and the strategies he believes matter for both large manufacturers and family farms alike. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today Kristina and Maria are talking about an often overlooked truth. We all have slow money seasons.Coming off a bit of a slower summer in business, Kristina and Maria are getting real about what they do when sales are down and how they've learned to trust the ramp-up while still taking intentional action.They are covering:Why slow seasons are normal—and how to navigate them with grace.The power of relationship-based networking over transactional selling.Actionable ways to activate referrals from current clients.Why telling people what you do (and how to work with you!) is so critical.How to shift your mindset from scarcity to abundance and show up in your power.Whether you're feeling the pinch of a quiet season, experiencing self-doubt, or just wondering how to bring in more business, this episode is your reminder that you're not alone and you're not failing. Here's how to get back on track!If you're looking for a community that truly gets it, come join us in High Vibe Women: a space where you'll be supported, encouraged, and celebrated at every stage of business.Mentioned in Episode:Take Our Social Media Personality QuizWork with The Social Snippet!Join The High Vibe Women Online CommunitySend me a text!Support the showFor Your Information: • Host your podcast on Buzzsprout! •Join The High Vibe Women Online Community! • Join our favourite scheduling platform Later • FLODESK Affiliate Code | 25% off your first year! Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] is pushing their agenda across the country and world. They are now pushing their Universal Basic Income in Illinois, this will fail. US production is picking up. SEC is cracking down on ETF’s. Trump has now nominated Kevin Hassett to take over the position of Powell. This restructuring will begin soon and the alternative currency will show it. The [DS] knows they are running out of time and they are losing control over Zelensky, this is why they are now pushing a war with Russia. They do not want peace. Trump is exposing the corruption and pushing for elections to remove Zelensky. Trump has null and voided everything Biden/Obama have done over the last 4 years. It’s like everything they did doesn’t exist. The [DS] is boxed in, there is no escape. Economy https://twitter.com/MJTruthUltra/status/1996238986650464720?s=20   government, and I’m here to help,”. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/AwakenedOutlaw/status/1996060994892955661?s=20   logs, program letters, etc. weekly or be limited to 3-months of SNAP benefits in a 3-year period. US Industrial Production Sees Biggest Annual Gain In 3 Years Despite Slowing Capacity Utilization    Industrial Production rose just 0.1% MoM (as expected) up from the downwardly revised 0.3% MoM decline in August. On a YoY basis, production rose 1.62% – its best since Nov 2022… US Manufacturing output was unchanged in September (slowing from the 0.1% MoM rise in August), but, like IP, that supported a 1.5% YoY rise in output, its highest level since April 2022… Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1996217766366400884?s=20  registration of ETFs that seek to provide more than 200% (2x) leveraged exposure to underlying indices or securities,” the SEC wrote. Leverage is clearly out of control. Bessent says White House may ‘veto’ Federal Reserve presidents   Treasury Secretary Scott Bessent said Wednesday he would push a new requirement that the Federal Reserve’s regional bank presidents live in their districts for at least three years before taking office, a move that could give the White House more power over the independent agency.  Bessent said that “there is a disconnect with the framing of the Federal Reserve” and added that, “unless someone has lived in their district for three years, we’re going to veto them.” Source: msn.com https://twitter.com/KobeissiLetter/status/1995954684859941373?s=20   In a July 2025 interview, Hassett highlighted the Fed’s origins under the gold standard in 1913 to critique current practices: “When the Federal Reserve was created, we were under the Gold Standard—and the idea that the Fed could print money and then spend $2.5B on a building… I think that we’ve got a real problem of oversight and excess spending.”   This aligns with sound money ideals, where gold symbolizes disciplined, non-inflationary currency, but he stops short of calling for reinstatement.  Monetary economist Judy Shelton (author of Good as Gold) praised Hassett in July 2025 for referencing the gold standard, noting it as a reminder that “Fed has a lot to answer for” in deviating from that era’s stability.  Hassett views Bitcoin as “digital gold” for its scarcity and hedge qualities—echoing sound money without physical backing. Political/Rights https://twitter.com/amuse/status/1996252623209373754?s=20  created sweeping exemptions covering Afghans who worked for the Taliban during the first regime (1996-2001) and again after August 2021, enabling hundreds of individuals normally barred under terrorism laws to enter the U.S. TRIG waivers skyrocketed to 6,848 in FY 2024, the vast majority for refugees, including 374 Taliban civil servants and more than 3,000 individuals who provided “limited” support to Tier 1 or 2 terror groups. Now, after the ambush killing of a West Virginia National Guard soldier by Afghan national Rahmanullah Lakanwal, critics say Biden knowingly imported massive security risks into American neighborhoods. OUTRAGE: Minneapolis Police Chief Urges Somali Community to Dial 911 on Masked ICE Agents — Promises Cops Will “Intervene” Against Federal Arrests Minneapolis Police Chief Brian O'Hara speaks at a press conference alongside city officials as he urges Somali residents to call 911 on masked individuals Police leadership in Minneapolis is urging the city's Somali community, and other immigrant residents, to call 911 if they spot masked individuals detaining people in their neighborhoods. He urged community members to call 911 if they were unsure whether those enforcing arrests were legitimate law enforcement — and pledged MPD would investigate and log every such call. He did not stop at documentation, however. “If there is anything that is … a violation of someone's human rights or civil rights, excessive force or anything like that, they absolutely have a duty to intervene as police officers,” O'Hara declared. https://twitter.com/libsoftiktok/status/1995956308902879320?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995956308902879320%7Ctwgr%5E19002c76c52297fc2dd58664d00870448c39f149%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Foutrage-minneapolis-police-chief-urges-somali-community-dial%2F Source: thegatewaypundit.com UNREAL: Mayor Jacob Frey Declares He Won't Cooperate With ICE… and Suddenly Starts Speaking Somali to His Audience Mid-Speech Minneapolis far-left Mayor Jacob Frey abruptly shifted a public address into Somali, all while promising that city police will refuse to cooperate with federal immigration enforcement. At a press conference held on Tuesday, Frey stood alongside St. Paul Mayor Melvin Carter, Ward 6 Council Member Jamal Osman, Police Chief Brian O'Hara, and other city leaders, reacting to reports that the federal government is preparing a targeted immigration enforcement operation in Minnesota's Twin Cities. This is not the first time the far-left mayor has drawn backlash from conservatives for switching into Somali during public remarks. Source: thegatewaypundit.com https://twitter.com/DHSgov/status/1995991450530553880?s=20 https://twitter.com/RapidResponse47/status/1995920756203516224?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995920756203516224%7Ctwgr%5E7752673c29b3a4de82187485d2de8512019722ba%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2025%2F12%2F02%2Ftim-walz-gets-skewered-by-kristi-noem-over-visa-fraud-warns-minnesota-is-about-to-feel-the-wrath-of-ice-n2196746 https://twitter.com/townhallcom/status/1995918101200703814?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995918101200703814%7Ctwgr%5E6e01980749bee6d0aabd2036c6c2b51da5cb194a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fkatie-jerkovich%2F2025%2F12%2F02%2Fpam-bondi-proves-trumps-flipped-script-on-crime-in-us-n2196748 https://twitter.com/DiligentDenizen/status/1996268038895907125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1996268038895907125%7Ctwgr%5Efc686f6c13365f75910a196f3fa3620a5f168083%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-house-oversight-committee-dems-release-never-before%2F https://twitter.com/JoeLang51440671/status/1996022839250461041?s=20 DOGE Geopolitical https://twitter.com/disclosetv/status/1996173544884154529?s=20  https://twitter.com/CynicalPublius/status/1996233719469035734?s=20 https://twitter.com/JimFergusonUK/status/1996175636352700892?s=20  , and even Hezbollah have a presence in South America — and their anchor presence is inside Venezuela.” Let that sink in. 8 million Venezuelans displaced Spillover into Colombia, Brazil, the U.S. Cartels, trafficking networks, and Iranian intelligence embedded in the region Rubio isn't speaking hypothetically — he's confirming what U.S. intel has known for years: Venezuela is no longer just a failed socialist state. It's a forward operating base for Iran and Hezbollah in the Western Hemisphere. This is why the situation is escalating. This is why Trump's ultimatum matters. This is why Maduro's regime cannot be ignored or “managed.” The threat isn't local — it's global. War/Peace https://twitter.com/sentdefender/status/1995724042285056018?s=20  that was left in unsecured parking lot in an industrial area near Burg in Saxony-Anhalt, according to the German Ministry of Defense. https://twitter.com/EricLDaugh/status/1996226688363979160?s=20   the beginning of the war for fossil fuels. Now we’re down to €1.5 billion per month…we aim to bring it down to ZERO.” “This is a good day for Europe and for our independence from Russian fossil fuels — this is how we make Europe resilient.”    “The European Union agreed on Wednesday to phase out Russian gas imports by late 2027 as part of an effort to end the bloc’s decade-long dependency on Russian energy.” – Reuters https://twitter.com/MyLordBebo/status/1996207752134488284?s=20 https://twitter.com/MarioNawfal/status/1996197728167043438?s=20   text does not address our concerns.” Meaning: No legal cover, no political suicide. The plan was simple on paper – use immobilized Russian funds as collateral for loans to keep Ukraine afloat. But Belgium is the custodian of the largest chunk of those assets. If something goes wrong, they're the ones holding the radioactive bag. This isn't some bureaucratic squabble. It's the EU's financing strategy cracking in real time. Prévot's pushback signals the core fear: If Europe touches Russian state money without watertight legal armor, Moscow retaliates – economically, diplomatically, and possibly through countersanctions on European firms. And here's the thing: the Commission thought it had majority backing. Belgium saying “nope” on the morning of rollout is a political body-slam. Happening next? The EU will scramble to rewrite the legal plumbing. Germany and France will pressure Belgium quietly – nobody wants to admit the plan is wobbling. Russia will weaponize the hesitation as proof the West can't agree on how to bankroll Ukraine. And Kyiv? Still waiting for the money that was supposed to be “already there.” Another example of Europe discovering that seizing assets is easy. Using them? That's where the real war begins.    Ursula von der Leyen did not state that she received “permission” from the US to seize Russian assets. In a recent appearance at the GLOBSEC forum, she said that she informed the incoming Trump administration (specifically mentioning a conversation with Treasury Secretary nominee Scott Bessent) about the EU’s proposal to use frozen Russian assets as collateral for a “reparations loan” to Ukraine, and that “it was positively received.” https://twitter.com/briefing_block_/status/1996241939931201801?s=20 https://twitter.com/Dubinsky_pro/status/1996242036417028176?s=20  regime. Now the system is falling apart. Yermak is out. The crackdown is collapsing. Ukraine must release all political prisoners. I call on everyone involved in peace talks to demand this from Zelensky. These people committed no crimes. They were jailed for their faith, political views and demanding peace. Zelensky built a dictatorship – and filled prisons with dissent. I know what I'm talking about: I spent 24 months behind bars under this system. https://twitter.com/MarioNawfal/status/1996231792752287822?s=20  to Brussels to meet Zelensky, the team returned to Washington. No official reason was given, but the message is clear: there's no deal, yet. Putin's warning didn't help. He said Russia is “ready” for war in Europe and claimed any future conflict would be so fierce that “nobody will be left to negotiate with.” This setback casts doubt on whether a negotiated end to the war is possible anytime soon. It also suggests Kyiv isn't ready to engage on Moscow's terms. What's next: Watch for how Ukraine positions itself diplomatically in the coming weeks, and whether Trump's team will try again with a revised proposal. https://twitter.com/MJTruthUltra/status/1996059724173754525?s=20   situation may quickly arise where there is no one left for us to negotiate with” https://twitter.com/Panchenko_X/status/1996192741508645286?s=20  been given the black mark and is seen globally as corrupt. Many Ukrainian politicians are already quietly fleeing to Moscow in an attempt to negotiate. They hope that the Russians and Americans will come and shower everyone with money for the elections. It won’t happen that way. According to my information, the US and Russia are already discussing possible candidates for the position of President. I cannot make the names public. https://twitter.com/TimOnPoint/status/1995949121929138184?s=20   targets is the rule, not the exception. The physical status of possible survivors is not part of the consideration with stand-off weapons. This has been the norm under both Republican and Democrat administrations since the first Hellfire was mounted on a Predator years ago. Anyone who tells you otherwise, is lying or ignorant. The method is ugly, no doubt about it, but there's nothing new here except politics. https://twitter.com/WarClandestine/status/1996006625333727410?s=20 Medical/False Flags https://twitter.com/JoeLang51440671/status/1996048243516456967?s=20 Man in TSA Sues Feds for Not Allowing Him to “Pat Down” Women   A man who says he is a woman is suing the federal government over restrictions in his job at the Transportation Security Administration that do not allow him to “pat down” female travelers. That restriction followed an executive order from President Donald Trump against recognizing transgenderism claims in the federal government. The claim being made by Mittereder is that the policy violates federal civil rights law. According to the report on the recently filed lawsuit, Mittereder began working at the TSA in 2024 and now is stationed at Dulles International Airport in Virginia. He claims because he is not allowed to pat down women, his job prospects are being hurt. Source:  thelibertydaily.com  [DS] Agenda https://twitter.com/TheLastRefuge2/status/1996069477197451483?s=20   questioning people (McCord, Wolfe, Jones, Warner and various staff), not merely discussing them. Rather than talk about what XXX is doing, or what motivates XXX, they would simply be going to XXX asking questions (on/off camera) and then reporting on what XXX responds with. Instead, what we are getting is a screenplay, that the ‘journalists’ (battle for influence) sell through various platforms. From here on out when I see it, I will draw attention to it. After a few examples it will become obvious. https://twitter.com/LauraLoomer/status/1996183770790048092?s=20  1, 2025, Maxine's California residence remains in default with a redemption amount still due totaling $21,302.95, despite her recent payment of $19,033.94 on August 13, 2025. Maxine also is incurring a monthly penalty of $301.45. Maxine is not competent to serve as the ranking member on the House Financial Services Committee when she cannot even keep her own house in order. https://twitter.com/SBA_Kelly/status/1995846331202457607?s=20   executives implicated in these schemes. Despite Governor Walz's best efforts to obstruct, SBA continues to work to expose abuse and hold perpetrators accountable, full stop. https://twitter.com/GOPoversight/status/1996237594514915451?s=20 https://twitter.com/TonySeruga/status/1996226960393957435?s=20 https://twitter.com/IlhanMN/status/1995957774510162165?s=20 https://twitter.com/almostjingo/status/1996051371251155359?s=20 https://twitter.com/elonmusk/status/1996222235783401610?s=20 So all of these people were installed. https://twitter.com/amuse/status/1996195848087384084?s=20 https://twitter.com/disclosetv/status/1995934359569007036?s=20 President Trump's Plan https://twitter.com/StateDept/status/1996218048458490302?s=20   imminent threat to the world and to the broader West, but especially the United States who they identify as the chief source of evil on the planet.” https://twitter.com/elonmusk/status/1996213829802307948?s=20  that received benefits more than twice – multiple people received benefits in 6 states – In February, for the first time ever, the Federal Government asked for alls rates to turn over their data to root out the fraud. —— 29 Red states said yes —— 21 Blue states said no “So as of next week, we have begun and will begin to stop moving federal funds into those states until they comply. California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington https://twitter.com/MediasLies/status/1996279507079008317?s=20   states already share the data with zero privacy disasters. – USDA's own audits show $10–15 billion a year in improper payments and fraud. – The “court order” she keeps citing is a preliminary injunction, not a final ruling. Refusing basic federal oversight of a fully federally funded program isn't about privacy. It's about protecting bloated rolls and hiding waste. BREAKING: In Stunning Development, President Trump Issues Full and Unconditional Pardon to Texas Democrat Rep. Henry Cuellar  Biden's DOJ charged Cuellar, a nine-term Democrat Texas lawmaker who represents an area along the US-Mexico border, after he lashed out at both Joe Biden and Kamala Harris for allowing illegal aliens to pour over the border.    the TRUTH. It is unAmerican and, as I previously stated, the Radical Left Democrats are a complete and total threat to Democracy! They will attack, rob, lie, cheat, destroy, and decimate anyone who dares to oppose their Far Left Agenda, an Agenda that, if left unchecked, will obliterate our magnificent Country. Because of these facts, and others, I am hereby announcing my full and unconditional PARDON of beloved Texas Congressman Henry Cuellar, and Imelda. Henry, I don't know you, but you can sleep well tonight — Your nightmare is finally over! Source: thegatewaypundit.com https://twitter.com/MarioNawfal/status/1996053923820351745?s=20  despite recent disagreements: Senator Paul: “I know we have been at odds recently but in ur first term you signed an executive order to legalize Association Health Plans (that allow individuals to buy collectively health insurance via Costco, Amazon, or Sam’s Club). This collaboration brought us together and still holds the promise of lowering insurance premiums.” Paul noted the plan failed because Democrat AGs fought it in court, but it could now pass through Congress. Here’s why this matters: the current system forces individuals to buy insurance alone, giving them zero bargaining power against massive insurance companies. Association Health Plans let people band together through retailers or organizations to negotiate as a group, the same way large corporations do for their employees. More buyers in a pool means more leverage. More leverage means lower premiums. It costs nothing to implement and simply changes labor law. Competition works. Let Americans shop for insurance the same way they shop for everything else. https://twitter.com/EliseStefanik/status/1995856738994565416?s=20  Raskin against Trump Republicans to block this provision to protect the deep state. This is an easy one. This bill is DOA unless this provision gets added in as it was passed out of committee https://twitter.com/FBIDDBongino/status/1996205447917781326?s=20 -The Director and I made a long series of important personnel changes. The new leadership team has produced dramatic results which we will produce for you, in detail, as the year wraps up. They will include a historic drop in the homicide rate, along with record disruptions, arrests and drug interdictions. Many of these personnel changes have upset a group of Comey-Wray era disgruntled former agents who prefer the old ways of operating. We are not going back -We have been working on an AI project to assist our investigators and analysts in the national security space. I received an update yesterday and I am happy to report that the product looks promising. More coming on this. – We are in the end stages of a redesign of the FBI crisis management process. The redesign is intended to make information more accessible and transparent in a crisis to enable quick and effective decision making. The project should be complete by the end of the calendar year. -We saved the taxpayers billions of dollars by scrapping the plan for an expensive new FBI headquarters building. We will be moving to the existing Reagan building after decades of fruitless haggling as the current FBI headquarters building crumbles. -We relocated over a thousand headquarters based personnel out of the Washington DC area and into the field to focus on violent crime, crimes against children, and terrorism. Those agents are now working on the mission in those regional offices. -In recognition of the growing threat, and in conjunction with the President's Executive Order, we designed, launched and completed the FBI's first-ever counter-drone school last month. Special thanks to Sebastian Gorka and DDCOS Regan for their help on the project. -The work force apprehended 4 of the FBI's 10 most wanted fugitives, and we are hunting down the rest. -We produced unprecedented disclosures, and took action on documents related to January 6, Crossfire Hurricane, Arctic Frost, and more. -The new leadership team, and the work force, made a series of ANTIFA related arrests in multiple states and assisted in record numbers of deportations and apprehensions. -Some of the culture changes we implemented include eliminating DEI, reforming the physical fitness test, making promotions contingent on real world results, severing ties with the SPLC and ADL, and implementing a new training curriculum to reflect current mission requirements. We dedicated significant personnel and financial assets to streamlining FOIA reform to ensure responsiveness. -We shut down multiple open air drug markets nationwide and, in conjunction with the White House, had 12 fentanyl precursors from China listed. -We created CIO and CTO positions to work with the CFO to find efficiencies and implement new technologies to assist in our mission. We conduct bi-weekly meetings and we have found and eliminated tens of millions of dollars in duplicative contracts, unnecessary real estate, and outdated technology. These are real savings to the taxpayer and each budget dollar allocated is intensely scrutinized for value. -We vastly expanded the overseas biometrics program to stop bad actors before they board a plane or vessel to the US. This gives us the ability to expand the border outwards and prevent the problems from coming here. -We are in the end stages of a reform project on our intelligence analysis positions to make them more responsive to current mission needs. We have been working with the field on this and we're happy with the progress. -We implemented a technology working group to ensure our technology tools evolve with the mission. Thank you, and God bless America and all those who defend Her.  https://twitter.com/WhiteHouse/status/1995992366553981026?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

If you're a high-achieving woman who is great at every aspect of your business, but money still carries pressure, emotion, and a whole lot of avoidance, this episode is your permission slip to stop hiding.Today we welcome Rebecca Blankenship, owner of Snowdrop Bookkeeping Solutions, for a no-fluff Hot Takes conversation designed to move you from financial fear into confidence. We are tackling the outdated money myths and the costly avoidance strategies that are keeping your business small.Get Ready For Hot Takes On:Why we feel so much shame when asking financial questions (and why your discomfort is valid).The worst money advice you hear women entrepreneurs being given.The myth that needs to disappear already: Why you are absolutely a "numbers person."The biggest mistake small business owners make: not understanding cash flow (and how to fix it).Why over-functioning with your books keeps your profits smaller (and how to outsource it).The critical difference between bookkeeping (looking backward) and CFO work (looking forward).The most overrated and most underrated business investments.Episode Timestamps:00:03:00 – Why we feel so much shame when it comes to finances.00:05:00 – The worst money advice you hear women entrepreneurs being given.00:07:00 – The most common story women carry about money that holds them back.00:10:00 – The biggest mistake small business owners make: not understanding cash flow.00:16:00 – The most overrated business expense (and the hidden costs of easy buttons).00:18:00 – The most underrated business investment (it's not what you think).00:22:00 – Why bookkeeping is more than taxes, and the value of having your finger on the pulse of your business.00:26:00 – Bookkeeping vs. CFO work: Using data for a financial roadmap.00:30:00 – Rebecca's money lesson learned the hard way (investing in insecurity).00:31:00 – The final Hot Take: The distilled truth about women and money.About Rebecca Blankenship & Snowdrop Bookkeeping Solutions: Website: https://www.snowdropbookkeeping.com/ LinkedIn: https://www.linkedin.com/in/rebecca-blankenship/Let's Work Together:Book a 90-Minute Clarity CallToday's episode is brought to you by The Planner's Vault—your go-to resource for wedding pros who want to grow, connect, and thrive. If you're looking for expert education, a supportive community, and real-talk guidance to elevate your business, come join us inside The Vault. We'd love to have you!For Real on Social Media:Instagram: https://www.instagram.com/forrealwithmegan/Facebook: https://www.facebook.com/ForRealPodcastHosted by Megan Gillikin, For Real is presented by The Planner's Vault, and is produced by Walk West. The Next Chapter VIP Experience: January 12, 2025 in Cary NC - https://www.megangillikin.com/2026-next-chapter-vip-experience

If your revenue has stalled despite strong demand, this playbook shows how numbers, systems, and leadership, not bigger ad spend, restart explosive growth. In this episode of Sharkpreneur, Seth Greene interviews Karl Maier, Founder of Abunden, an experienced CEO and business advisor who has played a key role in doubling sales at 5 companies in just 2 years. In this conversation, Maier explains how installing a 13-week cash forecast, building repeatable operating systems, and developing leaders unlock capacity so growth sticks. He also shares his Abundant Framework, insights from his book Surfing Economic Chaos, and what actually changes when you scale from $10M to $100M. Key Takeaways: → Why growth stalls after early success, and how shifting from heroics to repeatable systems and delegation restarts momentum. → The 13-week cash flow cadence: a simple weekly forecast that prevents surprises and fuels confident decisions. → When marketing isn't the first lever: fix finance, ops capacity, and delivery so sales gains don't break the machine. → “Every time you double, everything breaks”—what to upgrade (process, tools, roles) before pressing the gas. → The hardest part of $100M isn't spreadsheets, it's people, alignment, and leadership bench strength. Karl Maier is the founder of Abunden, where he helps CEOs transition from survival mode to achieving predictable, profitable growth. Specializing in energy-related companies, Karl turns financial blind spots into powerful growth engines, guiding both organic and acquisition-led expansion. He has extensive experience in private equity, family office roles, and capital raises, including supporting a $10M fracking water cleaning project and raising debt and equity for a $192 million EV private equity acquisition. Karl's expertise spans mergers and acquisitions (M&A), including buy-side support for international expansions and a $45 million B2B distribution company. He has also been instrumental in turnaround situations, such as guiding a healthcare services company to 40% growth and helping a coffee company pivot to hand sanitizer during COVID, generating $400K in just five months. With global CFO experience, Karl has led teams across Europe, the Middle East, Australia, and Asia. Connect With Karl Maier: Website: https://abunden.com/ LinkedIn: https://www.linkedin.com/in/karlkmaier/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla and Jim Cramer delved into the AI trade, including a development that helped to erase stock futures' gains before the open of trading: Shares of Microsoft fell after The Information reported the company was cutting software sales quotas tied to AI. With the Fed's next interest rate decision exactly one week away, ADP jobs data showed private payrolls unexpectedly declined in November. The anchors reacted to what Treasury Secretary Scott Bessent told Andrew Ross Sorkin about tariffs during an interview at The New York Times DealBook Summit. Also in focus: Bitcoin back above $93K, Google vs. OpenAI, Nvidia's CFO on the AI race, retail earnings roundup, Salesforce earnings preview. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You love your work and your kids, so why does it feel like you have to choose? If you're chasing balance between work and fatherhood, you're trying to solve the wrong problem. In this episode, Young Han, entrepreneur and host of The Girl Dad Show, shares how he stopped asking "How do I balance it all?" and started asking "How can I have it all—career, family, and freedom?" We talk about his five-year plan to reach financial freedom, the values he's teaching his daughters, and how he's working to break the "silent dad" norm. Topics discussed: Introduction (00:00) How Young has built his career and wealth (01:52) What he learned watching his dad's immigrant entrepreneurship journey (03:23) Young's major identify shift after becoming a dad (05:10) Why he decided to scale down and move to a small town (07:20) The five-year sprint to financial freedom (09:16) Figuring out how to stay ambitious and be a good father (12:18) The science-backed reasoning behind his five-year plan (14:25) How to parent your kids when they have different personalities (16:26) The importance of vulnerability and authenticity (19:24) Breaking the "silent dad" norm and the evolution of fatherhood (20:37) Launching The Girl Dad Show podcast (22:50) The joy of being a pet parent (25:30) What brought you JOY today? (27:22) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Young Han: LinkedIn: https://www.linkedin.com/in/younghan/ Instagram: https://www.instagram.com/youngsta/ X (Twitter): https://www.tiktok.com/@built_boring Website: https://www.alwayshan.com About Our Guest: Young Han is an accomplished entrepreneur, fractional COO/CFO, and devoted father who has shaped the growth strategies of major brands like Starbucks, Apple, and Philz Coffee. At just 19, he co-founded a Korean restaurant that achieved over $3 million in its first year—an early taste of the highs and lows of startup life. Throughout his career, Young has embraced "failing forward" to refine his leadership style, develop bulletproof operational systems, and guide multiple ventures beyond the million-dollar revenue mark. What sets Young apart is his unwavering belief in "work-life integration" as opposed to the conventional notion of balance. By weaving self-care practices into daily routines, he's been able to juggle fatherhood, founding new companies, and fractional executive roles without burning out. For Young, personal well-being is a core pillar of building sustainable businesses and leading teams to long-term success. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

In this episode, Dennis Laraway, CFO at Cleveland Clinic shares the major trends shaping the organization's strategy, including payment reform, cost transformation, and rapid advances in AI and technology, while highlighting how the system is driving efficiency and forging new partnerships to reimagine care.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Struggling to hold business boundaries without risking relationships?Here's the thing: boundaries aren't barriers; they're operating instructions that make your firm calmer, more profitable, and easier to run.In this episode, Peak Freedom's mindset coach Natalie Hunt helps unpack what gets in the way – people-pleasing, guilt, and the urge to control reactions – and replaces it with better beliefs, rules you choose, and scripts.Learn to stop rescuing late clients, end after-hours emailing, protect time, and feel in the driver's seat.…Link to full shownotes: https://www.businessstrategyforcpas.com/375…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

In her second week as CFO, Cristina Kim sat with Octaura's leadership team reviewing a three-year strategy and ambitious 2026 targets, she tells us. As the numbers appeared on the screen, her instinct was to do what she had done for nearly two decades: probe what might go wrong, stress-test assumptions, and look for what could break, she tells us. Mid-meeting, she experienced what she calls an “aha moment”—realizing she was no longer outside the story but inside it, responsible for helping the team achieve those goals, she tells us.That shift caps a career built on breadth rather than a linear ladder. Cristina began in investment banking in Hong Kong before spending 17 years in JP Morgan's strategic investments group across London and the United States, she tells us. There, she learned to sit at the center of technology innovation, translating between business needs, risk, and upside, and working closely with management teams and CFOs, she tells us. Over time, investing in Octaura and partnering with its leaders made her want to move from evaluating companies to helping build one, she tells us.Today at Octaura—an electronic trading platform and data company focused on loans and CLOs, she tells us—Cristina is applying that investor muscle in new ways. She is building frameworks for resource allocation, pushing for more granular, week-to-week metrics, and exploring how AI-enabled forecasting and internal data tools can sharpen decisions, she tells us. The discipline remains, but now it is in service of writing the story from within, she tells us.

In this episode of Building the Premier Accounting firm, host Roger Knecht discusses building a premier accounting firm with guest Lahari Neelapareddy, founder of Tax Hero and LN Accounting Advisors. They cover Lahari's journey from public accounting to specializing in e-commerce and consumer packaged goods, emphasizing the value of niche marketing and advisory services over traditional compliance work. Lahari shares insights on sustainable growth, avoiding burnout, and the importance of continuous learning for accounting professionals. In This Episode: 00:00 Introduction and Guest Spotlight 01:43 From CPA to Entrepreneur 03:13 Starting an Accounting Firm 07:14 Small Business Accounting Challenges 08:52 Evolving Service Offerings and Specialization 12:33 Niche Marketing and Tax Hero 17:32 CFO and Advisory Services 20:24 Defining CFO Advisory Value 26:15 Client Relationships and Pricing 29:58 Lessons Learned: Sustainability Over Growth 33:23 Closing Thoughts and Resources Key Takeaways: Specialize in a niche industry to enhance marketing and scalability, as Lahari did with e-commerce and CPG brands. Prioritize value-added services like CFO and advisory over compliance work to increase client retention and pricing. Define clear service packages and scope of work to manage client expectations and minimize scope creep. Focus on sustainable growth, emphasizing efficiency and maintaining passion to avoid burnout, rather than solely chasing rapid revenue. Continuously Learn through podcasts, mastermind groups, and peer interactions to stay updated and avoid reinventing processes. Featured Quotes: "I didn't think I would start an accounting firm. Because when I thought of people that owned accounting firm, I only thought tax, right? Like people that are CPAs that do tax returns at their desk. And the image is like very boring is the image that most people get, right?" - Lahari Neelapareddy. "I wanted to add value to my clients. I think that was always there. And the second thing was like, I wanted like a good work culture that I think is maybe still lacking in big four and the public accounting world, but definitely was lacking in the time that I was there." - Lahari Neelapareddy. "Sustainability over growth sometimes, right? Because growth will come automatically, but you need to make sure that you don't lose that passion and that you're sustaining it." - Lahari Neelapareddy. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I'd love to offer two resources to your audience. First, a free discovery call—whether you're an e-commerce business wanting to simplify sales tax or an accountant interested in partnering with us, you can book a time with me at https://taxhero.net/contact/#demo Second, you can download our up-to-date Economic Nexus Chart, a quick guide to understanding sales tax nexus across the US, at https://taxhero.net/blog/economic-nexus/#download For more information related to Lahari consider the following: TaxHero: https://taxhero.net/, and LN Accounting: https://www.lnaccountingadvisor.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals, check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

On today's MeidasTouch Podcast, we break down a stunning series of developments: after days of denials, the White House has now admitted it conducted a second strike on a Venezuelan boat as survivors clung to life, an act legal experts say amounts to a war crime, as Trump escalates his threats of war against the country. We also dive into the unanimous appeals court ruling affirming Alina Habba's disqualification as a U.S. attorney, examine Trump's bizarre new comments about his mystery MRI that raise more questions than answers, and cover the growing pile of legal, political, and ethical crises engulfing this collapsing regime. Ben, Brett, and Jordy break it all down. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Deals from our sponsors!  Ridge: Upgrade your wallet today! Get 10% Off @Ridge with code MEIDAS at https://www.Ridge.com/MEIDAS #Ridgepod Home Chef: Home Chef is offering 18 FREE Meals PLUS Free Dessert for Life and FREE Shipping on your first box! Go to https://HomeChef.com/MEIDAS One Skin: Get 15% off One Skin with the code MEIDAS at https://www.oneskin.co/MEIDAS  #oneskinpod Qualia: Go to https://qualialife.com/MEIDAS for up to 50% off your purchase and use code MEIDAS for an additional 15%. Netsuite: Download the CFO's guide to Al and Machine Learning at https://Netsuite.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

#699 Bookkeeping might feel like an industry “at risk” in the age of AI — but according to returning guest Kate Johnson, it's actually positioned for major growth! In this episode hosted by Kirsten Tyrrel, Kate shares how the accounting landscape is evolving, why AI-enabled bookkeepers will thrive, and how to ethically use new tools to speed up workflows and deliver higher-value insights. She also highlights the rising demand for fractional bookkeeping and CFO-style support, the opportunity in emerging software, and why storytelling, advisory skills, and strong financial fundamentals will keep human bookkeepers indispensable for years to come! What we discuss with Kate: + AI's impact on bookkeeping + Security concerns with financial data + Hourly vs. project-based pricing + Using AI for notes and summaries + Automating client intake workflows + Emerging accounting software options + Value of human context and storytelling + Transitioning to fractional roles + Expanding into CFO-level advisory + Niching down with specific software Thank you, Kate! Use code MU for 50% off the Bookkeeping Side Hustle Guidebook. Join the Bookkeeping Side Hustle Facebook Group. Follow Kate on Instagram, LinkedIn, Twitter, and YouTube. Follow Kate on ⁠Substack⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

The most valuable resource in school business isn't a tool or a budget — it's the people you can lean on.In this episode of School Business Insider, host John Brucato is joined by Cindy Reilmann, CFO of the Special School District of St. Louis County, to discuss their School Business Now article, “Lean On Me: Building Your Professional Network.”Together, they explore the role of professional connections in building confidence, sharing solutions, and finding community in a complex and demanding profession. From mentorship to the ASBO Global School Business Network, they highlight the power of leaning on — and lifting up — each other.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...

What happens when organizations can't dream?Not because they lack vision. But because they're too busy scrambling to make payroll, chasing emergency grants, firefighting the latest crisis. Scarcity doesn't just drain bank accounts — it steals the capacity to imagine what's possible.In this episode, I sit down with Jamye Wooten, founder of CLLCTIVLY in Baltimore, to explore what he calls "reactivism" and how the social impact sector got trapped in a cycle of moving from crisis to crisis, hashtag to hashtag, never building the institutions we actually need.After years on the front lines in Ferguson and Baltimore, Jamye stepped back to create what he calls an "imagination incubator" — and he's putting real resources behind it. We dig into what it actually takes to give leaders the space they need to dream, the hidden costs of the grind we celebrate, and why capital (not training) is what builds capacity.In our conversation, we explore:Why scarcity steals imagination — and what that costs us [01:47]Creating containers for imagination: CLLCTIVLY's $75K residency program [04:30]The capacity building myth: why organizations need capital, not more training [12:22]What funders get wrong about outcomes and sustainability [06:08]Participatory grantmaking and putting people before projects [09:22]How philanthropy shifts priorities every 3-5 years — and why that's devastating [10:09]The missing VC-style pipeline for social impact organizations [12:00]Partnership vs. paternalism: reimagining funder-grantee relationships [19:27]Navigating the DEI backlash and building sustainable funding models [16:31]From $5,000 to $1.2 million: how individual donors built Collective Give [19:00]Creating power balance in philanthropy spaces [22:12]The personal cost: "Dad, you're so close, but so far" [30:44]What keeps Jamye going when the work is relentless [29:17]Connect with CLLCTIVLY and what's next [33:56]Notable Quotes"We've been trying to create a container for imagination and to provide space for other folks to pause and imagine the future that they want to see." — Jamye Wooten [03:43]"Capital will help you build capacity. What does it mean to get the upfront capital that allows me to go hire my CFO and my CEO and begin to build out a team? Most folks are building as they climb without this type of infrastructure." — Jamye Wooten [13:40]"We may celebrate the hustle, the bootstrapping and the grind and resilience of community. It will also take you out." — Jamye Wooten [09:45]"I would love to see foundations and funders make a long-term commitment to really bet like they want organizations to win." — Jamye Wooten [11:22]"The times are urgent, we must slow down." — Jamye Wooten [29:40]P.S. — Struggling to align your mission with your message? Cosmic helps social impact leaders build brands that actually reflect the change you're creating. Let's talk about your vision: Listeners, now you can text us your comments or questions by clicking this link.*** If you liked this episode, please help spread the word. Share with your friends or co-workers, post it to social media, “follow” or “subscribe” in your podcast app, or write a review on Apple Podcasts. We could not do this without you! We love hearing feedback from our community, so please email us with your questions or comments — including topics you'd like us to cover in future episodes — at podcast@designbycosmic.com Thank you for all that you do for your cause and for being part of the movement to move humanity and the planet forward.

When your business feels busy but the numbers don't back it up, something's off.Agencies and consultancies often confuse effort with progress – and today's guest has the data to prove it.In this episode of The Handbook, Harv Nagra sits down with fractional CFO and Trimline founder Michael Wark to unpack why so many service businesses hit revenue ceilings, run on thin margins, and stay stuck in that exhausting cycle of over-servicing.If you've ever wondered why more clients and more staff don't automatically create more profit, this one's for you.Here's what we get into:The hidden math behind low profitability – and why over-servicing is usually the real culpritWhy headcount growth can become an ego metric (and why hiring your way out of inefficiency rarely works)How to diagnose your true unit economics and reset your pricing based on reality, not optimismThe operational signals your business is running harder in place rather than growingWhat healthy, scalable service businesses measure – and the benchmarks Michael looks for in top-performing firmsWhether you're firefighting day to day or thinking seriously about scaling, Michael brings a clear, practical lens to understanding your numbers and building a healthier business.Listen to the full episode to hear the data, the patterns, and the playbook that can help you break the cycle.

Send us your thoughtsIn this in-person conversation, Hannah Munro sits down with Matthew Robinson, Financial Controller at Zebra Pens, to explore the realities of running and transforming finance inside a small but ambitious business. This episode coversWhy small-business finance needs pragmatism, balance and the courage to let go of total control How Matt rebuilt finance around risk-based thinking, strong foundations and the ability to switch off at the end of the day The hard lessons of a difficult first implementation How Zebra Pens is moving towards 21st-century operations with integrated systemsLinks mentionedMatthew's LinkedinLearn more about Zebra PensZebra Pens Customer Story Coming Soon! Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Hosted by Keith Daly, Principal, Banking & Fintech Search at Travillian, this strategic conversation features Nikhil Lakhanpal, Co-founder of Narmi, and Chris Tremont, Chief Digital Officer at Grasshopper Bank. They detail the launch of the first Model Context Protocol (MCP) banking integration, explaining how this technology enables AI platforms to perform CFO-level financial analysis for small business clients securely.Learn why bank leadership must embrace a decisive AI strategy or risk the rising cost of complacency in the future of finance.

The most dangerous number in customer experience isn't low—it's shiny. In this CX Pulse Check, we unpack why a single score can seduce teams into storytelling that investors love and customers don't feel, and we make a case for the harder, more honest work of proving value creation by cohort, not by kudos. With Rob Markey of Bain & Company and Harvard Business School, we discuss whether customer metrics predict growth or distract from it, and we separate real loyalty from repeat purchase.We go straight at the NPS debate: what the score can predict, where it fails, and how it becomes powerful only as part of a system that links feedback to actions that change renewal, cross-sell, referrals, and cost-to-serve. We talk airlines, captive markets, and the language games behind “loyalty” programs that purchase repetition without building emotional commitment. Then we get practical. You'll hear a little about how to read interaction telemetry for risk signals, and build models that translate service performance—wait times, abandon rates, repeat contacts—into forward revenue forecasts your CFO will respect.This is a great listen for leaders who want both heart and proof: real-time feedback to understand emotion and expectation shifts, behavioral data to see what customers actually do, and investor-ready visuals like tenure curves and revenue per customer by acquisition year. If you've ever wondered how to tell a CX story that earns budget because it earns returns, tune in to this conversation.If this resonates, follow the show, share it with your team, and leave a review wherever you listen to podcasts. Then send in a question you want us to tackle next at askJeannie.vip.About Rob MarkeyAdvisory Partner, Bain & CompanySenior Lecturer, Harvard Business SchoolRob Markey (https://robmarkey.com) is a Senior Lecturer at Harvard Business School and an advisory partner at Bain & Company. The creator of the Net Promoter System, he has spent more than three decades helping companies grow by earning customer loyalty and increasing the value of their customer relationships. He teaches Managing Service Operations in the MBA program at HBS and hosts the Customer Confidential podcast, where he speaks with leaders building customer-centric businesses.He is the co-author of The Ultimate Question 2.0 and a leading voice in the movement toward Customer Capitalism.Follow Rob on...LinkedIn: https://www.linkedin.com/in/robmarkey/Articles Mentioned:- The American Customer Satisfaction Index (ACSI): Quarter 3, 2025 - A Threat Potentially More Damaging Than the Great Recession (American Customer Satisfaction Index) -- https://theacsi.org/news-and-resources/press-releases/2025/11/13/press-release-national-acsi-q3-2025/- CoStar (CSGP) Q3 2025 Earnings Call Transcript (The Motley Fool) -- https://www.fool.com/earnings/call-transcripts/2025/10/28/costar-csgp-q3-2025-earnings-call-transcript/Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

Stop letting your tax return tell the only story about your money. We invited Rob Cook—CPA, CFP, and seasoned advisor to executives, athletes, and families—to break down how real tax strategy starts with who you are, where you want to go, and the few moves that actually change your outcome. Instead of chasing every trick on the internet, Rob shows why stacking “base hits” creates immediate savings and flexibility, and how to choose one or two “home runs” that fit your strengths.We talk through the crucial difference between a historian CPA who files forms and a strategic partner who looks through the windshield. You'll hear why high-earning W‑2 professionals are not stuck, how accredited status opens meaningful options, and how to avoid complexity that rich headlines can afford but most people can't defend. Rob shares a simple, repeatable process: clarify your goals and constraints, close tax leaks hiding in plain sight, align strategy with life and cash flow, then implement and iterate as your fastball evolves.From HSAs, donor-advised funds, and retirement plan design to QSBS, cost segregation, and real estate professional status, we separate the tools from the hype. You'll learn how to convert personal costs into valid business deductions when facts allow, why lifestyle creep kills deployable capital, and how a personal CFO framework helps you save taxes without sacrificing sanity. The goal is clarity and control: a lighter tax bill, a simpler structure, and more energy for the work and people you love.If you're ready to make money simple and build around your true wealth creation play, this conversation is your blueprint. Subscribe, share with a friend who needs a better plan, and leave a review telling us your top “base hit” to implement this week.-----With over 10 years of experience in accounting and wealth management, Rob has worked with everyone from CEOs and world-class athletes to local families, helping them reduce taxes, build wealth, and achieve financial freedom. Holding both a Master's and Bachelor's in Accounting from BYU, he is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and has passed Level I of the Chartered Financial Analyst (CFA) exam.Known for bringing both expertise and personality to finance, Rob is passionate about personal finance, taxes, and investing. Frustrated with the industry's lack of real impact, he set out to truly help people transform their financial futures—and now, that's what he does every day.Connect with Rob Cook:Rob Cook, Bement & Company, Director of Strategic Tax380 North 200 West Ste 112 Bountiful, UT 84010801-936-1900rob@bementcompHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Kevin O'Biran is the Founder of Gray Feather, a fractional CFO practice serving $5M–$100M revenue companies. With deep expertise in financial planning and analysis, he focuses on creating profitable growth.      Welcome to the Conscious Millionaire Show. 3X each week - M / W / F   Become an Ultra-Performer - Entrepreneurs Committed to The Top-1%. Revenues $250K to $50M? Sign up for complimentary Breakout Session with JV. Find out your #1 block keeping you from scaling faster, profiting more, and making your greatest impact.      Schedule Your Breakthough Session     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Coach for 6- to 8-figure owners ready to join the top 1% of Ultra-Performers.   Season 12 of the award-winning Conscious Millionaire Show. World's #1 conscious business and performance podcast for foundeers and entrepreneurs who want to become Ultra-Performers.    Access Conscious Millionaire Show     Millions of Listeners in 190 countries. Inc Magazine "Top 13 Business Podcasts" with over 3,000 episodes and 100 million listeners world-wde. Listen 3X a week.

In this episode, Liz chats with Danielle Hendon, founder of Four Corners CFO—a financial advisory firm that helps service-based business owners make sense of their numbers and build businesses that support the lives they want. Danielle shares how she landed on her business name, her unique six-part financial framework, and busts common myths about CFO services (spoiler: they don't do taxes or bookkeeping!).Together, Liz and Danielle dive into practical money matters: when you might be ready for a CFO, how intuition blends with financial decisions, and why profit matters more than just revenue growth. Danielle also gives concrete examples for managing business expenses, handling feast-or-famine workflows, and how to confidently make hiring decisions.They also share a fun, unscripted moment when they discover they work with the same CPA, and discuss the importance of having a supportive financial team. Hosted on Acast. See acast.com/privacy for more information.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply"For decades, the 60/40 portfolio—a simple mix of 60% stocks and 40% bonds—was the undisputed king of investment strategy. It was a reliable engine for wealth creation during an era of falling interest rates and cheap capital.That era is over.Today, we face a new reality: persistent structural inflation, crushing US debt levels, and historically dangerous market valuations. The strategy that got generations of investors here will not get them there.Jeff Sarti is here to expose why this once-sacred strategy is now a liability and to reveal the quiet, radical shifts the smart money is making right now. Learn what replaces the 60/40, how to protect your wealth from currency debasement, and why liquidity is your greatest enemy.This is an essential discussion for anyone serious about financial planning, risk management, and building a truly resilient investment portfolio.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE GUEST]:Jeff Sarti is Morton Wealth's Chief Executive Officer, he leads the company's mission of helping investors to achieve their financial goals.  [THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technoSupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

This episode, recorded live at the Becker's 13th Annual CEO + CFO Roundtable features Robert Chestnut, SVP & CFO, LMH Health. He shares how the organization is using AI and new technologies to enhance efficiency, strengthen competitiveness, and improve both provider experience and patient care. In collaboration with R1.

Welcome back to the Practice of Therapy Podcast! I'm Gordon Brewer, and I am so glad you're here today because we're diving into a topic that every private practice owner needs to be thinking about—whether you're brand new or decades into the work. I'm thrilled to welcome back my friend and financial powerhouse, Carla Titus. Every time Carla joins us, she brings clarity, strategy, and a whole lot of honesty about what it really takes to run a profitable, sustainable practice. And today, we're talking about something most of us don't think about until we're exhausted, burned out, or feeling stuck: your exit plan. Whether you want to sell someday, scale back, hand things off to a leadership team, or simply make your practice run like a well-oiled machine, this conversation is going to challenge the way you think about ownership, profitability, and long-term planning. Carla and I dig into what it means to build a practice that's always exit-ready—not because you're leaving tomorrow, but because an exit-ready practice is a healthy, thriving, profitable practice today. This is one of those episodes that will shift your mindset and give you real-world steps to start strengthening your financial foundation. So let's jump in. Carla Titus is a finance expert with over 15 years of combined corporate financial planning, analysis, strategy, and online business experience. She provides fractional CFO services and financial consulting to business owners looking to grow their businesses profitably. Her priorities for her clients are to help them grow profits, have cash in the bank, and pay themselves well so they can build personal wealth. Resources Mentioned In This Episode  Watch on YouTube  Use the promo code "GORDON" to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Profit First for Therapists Workbook Meet Carla Titus Carla Titus is a finance expert with over 15 years of combined corporate financial planning, analysis, strategy, and online business experience. She provides fractional CFO services and financial consulting to business owners looking to grow their businesses profitably. Her priorities for her clients are to help them grow profits, have cash in the bank, and pay themselves well so they can build personal wealth. Carla on TPOT  Website Facebook Instagram LinkedIn YouTube Projections & Forecasting Services

On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of relying solely on financial advisors, and strategies for achieving financial freedom by emotionally detaching from money. Matt also discusses the value of aligning with advisors who share your worldview and the significance of self-education in personal finance. For more info on Matt and Reconstructing Wealth, go to Reconstructingwealth.com 02:23 From Baseball to Finance: Matt's Journey 06:56 Early Financial Lessons and Struggles 09:15 Learning the Language of Money 09:46 Balancing Family and Finance 16:09 Understanding the Rules of the Game 22:21 Choosing the Right Financial Advisor 32:16 Reconstructing Wealth: Matt's Mission 35:44 Conclusion and Final Thoughts Key Links: Reconstructing Wealth Matt Morizio (@mattmorizio) • Instagram photos and videos https://www.facebook.com/matt.morizio Matt Morizio - CEO of Reconstructing Wealth | LinkedIn 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

Today I’m talking to a guy who believes every company needs to be built to last—not just to flip. Neil Lansing is a turnaround specialist who left private equity to bet his own money on small, underperforming businesses. He’s taken companies from 18 employees to over 400. From $2 million to $40-50 million in revenue. And when everyone else was laying people off in 2008, he told his refrigeration company’s team: “We need more clients.” After transforming mom-and-pop service companies one after another, he found his final stop, Piedmont Machine & Manufacturing. At 67, he’s not looking for the next flip. He’s building something that will outlast him. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights The Journey from Satellites to Shop Floors Neil started as a satellite engineer at Hughes Aircraft, became a CFO of a publicly traded pharmaceutical company, then worked in private equity doing turnarounds and startups. But eventually he walked away from working with other people’s money to bet his own cash on small businesses. It wasn’t an easy mental shift. As he told me: “I remember the first time I did something. I was sitting there and I remember, now I’m not in corporate America, I’m not in these nice New York digs… I’m in some place where it’s like, my God, what did I get myself into?” But then he told himself: “Quit crying, figure it out, make it work.” The Five-Person Rule One of Neil’s key insights is his management structure. Nobody has more than five direct reports. Not supervisors, not managers, not even Neil as owner. This tight span of control is how he grew his refrigeration company from 10-18 people to over 400 in six years while maintaining quality and accountability. “Everyone has to do what we’re supposed to do,” he explains. “If we all do what we’re supposed to do and take the accountability of what we’re supposed to do, then it can work.” Growing When Others Retreat The 2008 financial crisis tested every business owner, but Neil’s response was counterintuitive. While the country was laying off 700,000 people a month, he gathered his top 10 guys and said: “We’ve just got to get more clients.” By Christmas, they were bringing in all new work. Then their existing clients–Target, Publix, Costco – suddenly needed massive expansions. Neil went from laying off 40-50 people to desperately hiring them back plus another 40-50 more. Why Manufacturing, Why Now After several successful turnarounds, Neil decided manufacturing would be his next chapter. He bought Piedmont Machine in Concord, North Carolina, seeing opportunity where others saw decline. The company does Swiss machining for smaller diameter work and can handle parts up to 30 inches in diameter—from roller bearing components for landing gear to automated door systems. He envisions growing his company to 80-100 employees, consolidating into a new 60-75,000 square foot facility, and implementing comprehensive training programs. The Grinder’s Legacy Neil calls himself a “grinder” – someone focused on day-to-day execution rather than just deal-making. His philosophy centers on personal responsibility: “If I don’t do what I’m supposed to do, then I can’t pay these people. And if I can’t pay these people, that means that we did it wrong.” What drives someone to keep grinding at 67? Neil says it's about legacy, not money. “Everything I’ve done, it still works. It still runs. If I do something and it goes under or it stops being in existence, then I feel like that’s not a good legacy. That means I didn’t do it right.” Neil doesn’t know how to run a machine and doesn’t want to. He knows how to run a business with clear strategy, deep understanding of people, and balls, and he's still betting big because that’s what real builders do.

In this episode of Run the Numbers, CJ sits down with Greg Henry, CFO of 1Password and one of the most commercially minded finance leaders in tech, to break down why he left the public-company grind at Couchbase for a PLG-driven security business and what he's relearning in the private sphere. Greg explains how forecasting changes when the product does the selling, how to think about comp and pricing in a usage-led world, and the early tells that a model is quietly over- or under-performing. He shares why CFOs should meet far more customers than they do, how finance can drive revenue without stepping on sales, and what it actually takes for a company to plan with clarity instead of reacting. Greg also recounts the near-derailing of the Couchbase IPO, reflects on the “back nine” of his career, and offers grounded advice for aspiring first-time CFOs.—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.com—LINKS:Greg on LinkedIn: https://www.linkedin.com/in/greghenry23/1Password: https://1password.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Behind the Earnings Calls: Couchbase CFO Greg Henry on Consumption Models & Analyst Relationshttps://youtu.be/o_pDfz5a-Hw—TIMESTAMPS:00:00:00 Preview and Intro00:02:57 Sponsors – RightRev | Tipalti | Aleph00:07:03 Back in the Private Sphere: Why Greg Joined 1Password00:07:49 Greg's Four-Part Framework for a Great Role00:10:12 Thinking About the “Back Nine” & Legacy00:13:16 Transitioning to PLG & SLG at 1Password00:15:12 Blending PLG Efficiency with Enterprise Sales00:17:12 Sponsors – Fidelity Private Shares | Metronome | Mercury00:20:03 B2C vs. B2B ARPU Contrast00:22:41 Forecasting in PLG vs. Sales-Led Models00:24:18 Building Toward Chunky Enterprise Upside00:25:39 Comp Plans: Complexity, Pitfalls & the Alexander Group00:27:35 Keep Comp Plans Simple & Focused on ARR00:29:10 Why Mid-Year Comp Plan Changes Are Dangerous00:31:04 Governance & Guardrails for SPIFFs00:33:19 Using the CFO Network to Drive Revenue00:34:52 Why CFOs Must Meet Customers Directly00:36:19 Wallet Share & Being a Buyer AND a Seller00:38:08 Why He Avoids 3-Year+ Commitments00:40:20 How Much Discount Is a “Year” Worth?00:42:31 Greg's Structured Annual Planning Framework00:43:50 3–5% Upside/Downside Menu00:44:57 Comp Plans Must Go Out Early00:47:23 January Compensation & System Cutover Challenges00:48:31 Why Roadmap Alignment Must Kick Off Planning00:50:21 Sustain / Differentiate / Durable Growth / World-Class Teams Framework00:52:29 Couchbase IPO Almost Going Sideways00:54:59 How to Actually Become a CFO01:00:11 Legacy Greg Wants to Leave at 1Password#RunTheNumbersPodcast #CFOInsights #SaaSLeadership #PLGvsSLG #FinanceStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Kevin O'Biran is the Founder of Gray Feather, a fractional CFO practice serving $5M–$100M revenue companies. With deep expertise in financial planning and analysis, he focuses on creating profitable growth.      Welcome to the Conscious Millionaire Show. 3X each week - M / W / F   Become an Ultra-Performer - Entrepreneurs Committed to The Top-1%. Revenues $250K to $50M? Sign up for complimentary Breakout Session with JV. Find out your #1 block keeping you from scaling faster, profiting more, and making your greatest impact.      Schedule Your Breakthough Session     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Coach for 6- to 8-figure owners ready to join the top 1% of Ultra-Performers.   Season 12 of the award-winning Conscious Millionaire Show. World's #1 conscious business and performance podcast for foundeers and entrepreneurs who want to become Ultra-Performers.    Access Conscious Millionaire Show     Millions of Listeners in 190 countries. Inc Magazine "Top 13 Business Podcasts" with over 3,000 episodes and 100 million listeners world-wde. Listen 3X a week.

Don Pedro Lano is Co-Owner at Tubo Wine Resto Bar. Tubo is a refined destination in Calapan City, Oriental Mindoro — serving crafted drinks, fine food, and a welcoming atmosphere, known for being the FIRST darts and wine resto bar in the city. Perfect for family gatherings, nights out with friends, or simply celebrating life's bold moments. Find them at Macasaet Bldg., Roxas Drive, Guinobatan 5200 Calapan, Philippines.

Can a team be made up entirely of aggressive, play-to-win people? Or do you need the balance of risk-conscious players who pump the brakes? This episode breaks down a fascinating leadership question: the fundamental difference between people who play to win versus those who play not to lose—and why it matters for building your team. Discover the critical distinction between two types of "play not to lose" people: Type 1 who intelligently mitigate risk with confidence versus Type 2 who operate from fear and low self-esteem. Learn why the best CEO partnerships involve a play-to-win leader paired with a Type 1 risk calculator (like the CFO who fought like cats and dogs but made the organization stronger), and why Type 2 players create toxic opportunity cost that kills long-term growth.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Live-Webinar am 11.12.2025, 18 Uhr: "Wie du aus dem Tagesgeschäft aussteigst & den Wert deiner Firma steigerst" - hier anmelden und kostenlos dabei sein! In dieser Episode sprechen Christoph und Tobias über eine akute Unternehmenskrise eines Kunden – und was wir alle tun können, um gar nicht erst in solche Situationen zu geraten. Sie zeigen, wie wichtig vorausschauende Planung und der klare Blick auf die Zahlen ist. Dabei geben sie konkrete Impulse für Prävention, finanzielle Steuerung, die Rolle des CFOs im Mittelstand und wie man durch gezielte Simulationen bessere Entscheidungen trifft. Diese Folge ist ein Muss für alle Unternehmer:innen, die sich gegen wirtschaftliche Unsicherheiten wappnen wollen!Was dich erwartet:Warum viele Unternehmen aktuell in Schwierigkeiten geratenWie du ein einfaches Finanzmodell in Excel erstellstDer Unterschied zwischen Hoffnung und HandlungsfähigkeitWas ein guter CFO leisten muss – auch in kleinen UnternehmenWie du gezielt Szenarien durchspielst und daraus ableitest, was zu tun istEmpfohlene Folge zum Thema Krisenmanagement: Hier anhören_______________________

Budgetierung: Planung oder Verhaltenssteuerung? Beides geht nicht. Die klassische Budgetierung steht vor einem fundamentalen Dilemma: Sie soll realistische Planung ermöglichen UND gleichzeitig ehrgeizige Ziele für variable Vergütungen setzen. Zwei Aufgaben, die sich widersprechen. Im Performance Manager Podcast spricht Peter Bluhm mit Prof. Dr. Thorsten Knauer von der Ruhr Universität Bochum über das Schwerpunktthema der aktuellen Ausgabe der Fachzeitschrift Controlling: - Wie gehen über 300 deutsche Unternehmen damit um?  - Was zeigen Labor-Experimente über "Budgetary Slack"? - Können KI-gestützte Simulationen helfen, Manager zu realistischerer Planung zu bewegen? Brauchen wir einen komplett neuen Steuerungsansatz?

Grote vertraging op op het spoor vandaag, in het noorden van Nederland, met veel gedupeerde reizigers. Een mislukte koperdiefstal was de oorzaak van de ellende. Toevallig of niet, maar vandaag ging ook de prijs van datzelfde koper door het dak en breekt records. Hoe heeft een stijgende koperprijs te maken met ons dagelijkse woon- werkverkeer? Jan Willem Wesselink gaat hierover in gesprek met: - Mirjam van Velthuizen-Lormans, CFO bij Prorail - René Kleijn, hoogleraar toekomstbestendige grondstoffen aan de Leiden Universiteit

The morning after Airbase's sale closed, Aneal Vallurupalli woke up to a very different org chart. Before the deal, roughly a third to almost half of the company reported to him, including onboarding, professional services, account management, customer success, and financial services revenue, he tells us. The day after, those teams rolled into the acquirer and “I have my EA reporting to me. And that was it,” he tells us. It left him thinking, “wait a minute… I'm not making any decisions anymore,” he tells us.That jolt became a pivot point. Rather than chase another title, he went looking for roles where finance could architect the whole engine—customer journey included. It's the same instinct that once led him to peel back Airbase's retention problem: starting with GRR by segment, then listening to Gong calls and mapping every step from contract signature to renewal, he tells us. Retention, he concluded, is almost never a single-issue story.Today, four weeks into his CFO role at Drata, it already feels like “the third quarter operating” there, he tells us. He talks about “ruthless prioritization” as a muscle first trained in high-level tennis and investment banking, where time, not money, was the real constraint.Now he wants finance to be the company's best “so what” team—not just reporting variances, but offering an informed view on what to do next. Even with AI, he is wary of “tool proliferation” and scattered agents, arguing that every business must choose deliberately what sits centrally on its data and what remains at the edge.

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa, FL on January 26th & 27th? Visit: https://www.10xvets.com/events ____ Omar Ritter is a West Point graduate, fractional CFO, and the author of West Point to Wall Street: My Journey to Mental Wellness. Currently serving as an Area President at FocusCFO, he helps small and mid-sized businesses improve their financial visibility and achieve sustainable growth. With a career spanning financial leadership, entrepreneurship, and military service, Omar works to strengthen the backbone of small business communities through expert financial guidance and genuine care. At FocusCFO, Omar provides business owners with fractional CFO support, helping them clarify their financials, structure operations, and prepare for strategic exits or growth opportunities. Beyond numbers, Omar is an advocate for mental wellness in high-performing communities, openly sharing his own journey through burnout, healing, and growth. His work bridges financial strategy and personal resilience, empowering others to succeed in business and life.     In this episode of the SABM podcast, Scott chats with Omar about: FocusCFO's Model: How fractional CFO services help business owners regain clarity and control. Mental Health Advocacy: Why high performers need to prioritize emotional and psychological well-being. The Power of Structure: How Omar helps businesses build financial systems that drive growth. Lessons from Burnout: Personal insights from Omar's journey through mental health challenges and healing. From Book to Mission: The story behind West Point to Wall Street and the message it carries for fellow leaders. Timestamps: 00:54 Omar's Background and Focus CFO 02:24 Services Offered by Focus CFO 05:54 When to Hire a Fractional CFO 08:57 Case Study: Transforming a Business 18:13 The Importance of Mental Wellness 30:14 Conclusion and Contact Information Connect with Omar: LinkedIn | Omar Ritter www.focuscfo.com omarritter@gmail.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Omar for joining me this week. Until next time! -Scott Mackes, USNA '01  

In this episode of Pharmacy Innovators, host Jim Jorgenson sits down with Jim Jacobsohn, Chief Growth Officer at Visante, and Joelle Hall, Director of Infusion Strategy, to explore how infusion services are becoming a strategic lever for hospitals and health systems. The conversation highlights how shifting care delivery models, increasing consumer expectations, payer pressures, and new market disruptors are reshaping infusion strategy—requiring health systems to rethink how and where care is delivered across hospital outpatient, AIS, and home infusion settings. The guests discuss why pharmacy is uniquely positioned to lead this transformation and how connecting infusion services to enterprise strategy can drive improved access, financial sustainability, and better patient and provider experiences. They outline critical success components—including footprint design, payer contracting, revenue cycle alignment, analytics, and patient experience—and offer insights on partnership models and return-on-investment expectations. Whether you're a CPO, CSO, CFO, or health system strategist, this episode provides a practical and forward-looking view of the infusion landscape and how to compete in a rapidly evolving market.

Our very first Start Up Meetups happened last November 8, 2025 at Yspaces, BGC! The theme is: "Getting Your First Customer". We had open mics from Codes&Tokens, EZ Sourcing, FAST Business Consultancy, Upskwela, Pinas Sadya, Edusuite, and fireside chats with Agile Data Solutions (Hustle PH), Hier Payroll, and Yspaces. Watch the whole episode or jump to the timestamp of the startup you want to hear about! This episode is recorded live at Yspaces in BGC, Taguig. Yspaces is the official co-working and event space partner of Start Up Podcast PH. Start Up Meetups #1 is powered by our sponsors: Agile Data Solutions (Hustle PH), Hier Payroll, FAST Business Consultancy, Edusuite, EZ Sourcing, OnePHP Technology, Ecomove, and Kintab Toothtabs.In this episode:00:53 Open Mic #1: Codes&Tokens 10:37 Open Mic #2: EZ Sourcing 27:46 Fireside Chat #1: Agile Data Solutions (Hustle PH) 01:12:18 Open Mic #3: FAST Business Consultancy 01:26:54 Open Mic #4: Upskwela 01:43:13 Fireside Chat #2: Hier Payroll 02:16:00 Open Mic #5: Pinas Sadya 02:34:12 Open Mic #6: Edusuite 02:52:18 Fireside Chat #3: YspacesYSPACESWebsite: https://knowyourspaceph.comAGILE DATA SOLUTIONS (HUSTLE PH)Website: https://agiledatasolutions.techHIER PAYROLLWebsite: https://hierpayroll.comFAST BUSINESS CONSULTANCYWebsite: https://thefastconsultancy.com EDUSUITEWebsite: http://edusuite.asiaEZ SOURCINGebsite: https://ezsourcinggroup.comCODES&TOKENSWebsite: https://codesandtokens.comUPSKWELAWebsite: https://upskwela.comPINAS SADYAWebsite: https://pinas-sadya.comONEPHP TECHNOLOGYWebsite: https://onephp.technologyECOMOVEWebsite: https://ecomoveph.comKINTAB TOOTHTABSFacebook: https://facebook.com/kintabtoothtabsTHIS EPISODE IS CO-PRODUCED BY:Yspaces: ⁠⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠⁠Apeiron: ⁠⁠⁠⁠⁠⁠⁠https://apeirongrp.com⁠⁠⁠⁠⁠⁠⁠Twala: ⁠⁠⁠⁠⁠⁠⁠https://twala.io⁠⁠⁠⁠⁠⁠⁠Symph: ⁠⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠⁠⁠MaroonStudios: ⁠⁠⁠⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠⁠⁠⁠AIMHI: ⁠⁠⁠⁠⁠⁠⁠https://aimhi.ai⁠⁠⁠⁠⁠⁠⁠CompareLoans: ⁠⁠⁠⁠⁠⁠⁠http://compareloans.ph⁠⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: ⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify⁠⁠⁠⁠⁠⁠⁠ | Apple Podcasts⁠⁠⁠⁠⁠⁠⁠ | FacebookPatreon: ⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠Edited by: ⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Tressa Silvey is a CPA and senior-level finance executive with 30 years of experience in the financial services industry, where she honed her expertise in navigating dynamic and highly regulated environments. In late 2023, she leveraged this experience to launch her own accounting and CFO practice, specializing in serving the cannabis & CBD/hemp industry.As a DOPE CFO Certified Advisor, Tressa guides companies through the unique financial and tax complexities of this emerging market. She empowers her clients to simplify their operations, gain valuable financial insights, and make data-driven decisions to optimize their businesses. Tressa is passionate about helping business owners build strong financial foundations, maintain compliance and achieve sustainable growth.

The growth and vibrancy of Kennett Square and Southern Chester County is shaped by the places where the community gathers, works, and connects. In this episode, we sit down with Geoff Bosley, Vice President and CFO of LGB Properties, to explore how a family-run real estate company transforms buildings into community assets across the southern end of the county. Geoff shares the story behind the Market at Liberty Place – and walks us through the company's approach to renovation, tenant partnerships, and supporting local businesses. We also discuss the challenges of running a boutique property firm, and Geoff's years of service in local government.OUR PARTNERSouthern Chester County Chamber of CommerceLINKSLGB Propertieslgbproperties.comGeoff Bosley on LinkedInProperty listings: lgbproperties.com/property-listingsLocal RestaurantsThe Market at Liberty Place (An LGB Properties venue)Mary Pat's Provisions State Street Pizza & GrillKaboburritosLa VeronaThe Naked Olive Lily Sushi & Grill  Hangry BearBraeloch BrewingPortabellos of Kennett SquareFlowers CafeLocal NonprofitsKennett Collaborative The Mushroom FestivalMushroom Cap Half MarathonCamp Dreamcatcher  The Garage Community and Youth CenterRelated EpisodesNurturing Belonging and Celebrating Community with Children Impacted by HIV/AIDS with Patty HillkirkKeeping Kennett Square Welcoming and Beautiful with Daniel EmbreeTranscriptThe full transcript will be posted on our website as soon as it is available.

✅ Scaling eCommerce Brands is one of the biggest challenges founders face once they've reached that early traction stage, and in this episode, CPA-turned-eCommerce operator Abir Syed breaks down how entrepreneurs can overcome plateaus, maintain margins, and scale beyond the limits of their own time, energy, and operational bottlenecks. Whether you're struggling with advertising metrics, cash flow forecasting, inventory management, delegation, or 8-figure operations, this conversation delivers clear, experience-backed answers that match exactly what people search for when trying to grow an eCommerce brand effectively.Founders looking for help with scaling eCommerce brands typically ask questions like:• “Why am I stuck at 6 or 7 figures?”• “How do I keep margins healthy when ad costs rise?”• “When should I hire? When should I replace myself?”• “What data actually matters for profitable scaling?”Abir Syed's background—starting in accounting, running an 8-figure eCommerce brand hands-on, moving into advertising, and now running a 70-person eCommerce accounting & CFO firm—makes him uniquely qualified to answer these exact questions. His expertise sits at the intersection of financial clarity, eCommerce operations, and performance marketing, giving founders a blueprint for sustainable growth rooted in real data instead of guesswork.This episode is tailored to the search intent of entrepreneurs who want solutions to:✔ inconsistent cash flow✔ poor understanding of true acquisition costs✔ weak operational systems✔ margin erosion✔ lack of clarity in revenue, profitability, and scaling strategyYou'll learn how Abir identifies bottlenecks, how he advises brands on omnichannel expansion, how to manage the “unglamorous” operational side of scaling, and how founders can break past the mindset barriers that keep them from hitting 8-figure growth. If you're actively researching how to scale your eCommerce business, optimize profitability, and build processes that don't depend on you—this episode gives you the frameworks, insights, and wisdom to take the next leap.⏱️ Timestamps (14:46 Total)00:00 – Intro00:24 – Abir Syed's background & journey01:10 – Running an eCommerce brand end-to-end02:00 – Why founders need better financial data03:00 – Scaling past $3M–$5M revenue04:00 – Why most founders get stuck at 7 figures05:00 – How to keep eCommerce margins healthy06:00 – Accounting → advertising: Abir's shift07:00 – What investors look for in eCommerce brands08:00 – The unglamorous truth of scaling past 8 figures09:10 – Founder trust issues & bottlenecks10:20 – The right level of customer acquisition12:00 – Entrepreneurship & career advice13:30 – Where to follow Abir Syed14:46 – Outro

In this episode, Patti DeWane, CFO and Treasurer of UW Health Northern Illinois, discusses key industry pressures including workforce challenges, regulatory concerns, and the rising cost of technology. She also highlights new operational opportunities, service line expansion, and UW Health's strategy to drive growth while keeping care close to home.

In this episode, we have Shona Bell, a Certified Public Accountant and financial strategist, return to discuss an often-overlooked secret to funding major life goals, like starting a franchise or investing in real estate: a permanent cash balance policy. Her focus is on educating business owners and aspiring entrepreneurs about setting up their finances the right way and strategically keeping taxes in mind, moving beyond basic CFO services to holistic financial planning and legacy building. Shona highlights a major gap: many people lack a dedicated financial planner after leaving corporate life or simply aren't aware of advanced financial strategies.  A critical takeaway from Shona is debunking the misconception that wealth building is something you do only after you become wealthy, or that it costs "so much" to start. She stresses that it takes intention, not a massive bankroll, and encourages people to overcome "money trauma" and apprehension.  Website: www.beyondacountingtax.com LinkedIn: shona-bell Previous Episode: iam1383-accountant-helps-business-owners-accelerate-their-financial-mindset Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.    I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

How do you know when a company is ready to go public? And what do you do to prepare for this? Chirag Shah, CFO of Motive and former CFO of Kong and Cornerstone OnDemand, joins CJ to share insights from his experience of scaling businesses from $30 million to nearly $1 billion and tripling ARR. He talks about taking companies public and how he helped take one private again in a $5.2 billion deal. In this episode, he explains what signals indicate that a company is ready to accelerate its growth, the art and science of building sales capacity, and how to balance efficiency and growth in hypergrowth mode. He also covers how to achieve a great valuation without a strong performance, the biggest headache on the road to IPO, and whether you should IPO in the first place or remain private.—SPONSORS:Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—Chirag Shah on LinkedIn: https://www.linkedin.com/in/chirag-shah-787b1b20/Motive: https://gomotive.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:From $30M to Almost $1B: A Guide to Hypergrowth, IPO Prep, and Navigating the Public Markethttps://youtu.be/_pJfdN5p-ik—TIMESTAMPS:00:00:00 Preview and Intro00:02:57 Sponsors – Mercury | RightRev | Tipalti00:06:49 Motiv CFO Intro & Company Background00:07:01 Product Market Fit as a CFO00:09:26 Lessons From Taking Companies Public00:11:04 Preparing for Life as a Public Company00:11:26 Moving From Finance Into a GM Role00:12:50 Learning the Business Beyond Finance00:14:23 Empathy for Sales & Carrying a Quota00:15:51 Sponsors – Aleph | Fidelity Private Shares | Metronome00:19:03 Asking Better Questions After Operating Experience00:21:23 Knowing When to Accelerate Growth00:23:16 High-ROI Capacity Signals00:24:51 Scaling Requires Supporting Functions00:26:19 The Art + Science of Adding Reps00:27:53 Sales Team Buy-In Before Scaling00:29:15 Reading Product-Market Fit Through Sales00:30:08 Where Scaling Breaks First (Enablement)00:31:36 Importance of SE / SC Ratios00:33:13 Timing Supporting Hires00:34:32 Maintaining Momentum While Scaling00:36:33 Longest Pole in IPO Prep: Predictability00:38:47 Building Confidence Through Consistency00:40:45 Large Deals Swing Small Companies00:42:41 Growth Still Drives Quarterly Volatility00:44:43 Investor Education as a Core IPO Task00:46:00 Harder to Make Big Changes Publicly00:47:39 Managing Morale in Volatile Markets00:48:33 Taking Cornerstone Private00:52:32 Advice: Know Why You Want to Go Public00:56:18 Efficiency Without Sacrificing Growth01:00:58 Operating Roles Prepared Him for CFO01:06:23 Finance Software Stack Overview#RunTheNumbersPodcast #Hypergrowth #IPOreadiness #CFOInsights #MostlyClassics This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

From losing his $25,000 life savings on his first startup investment to democratizing venture capital for everyday investors, Gerry Hays shares proven strategies for making early-stage investing accessible through VentureStaking while teaching founders outside traditional tech hubs how to raise capital and build sustainable businesses. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Gerry Hays, founder and CEO of Doriot and Senior Lecturer at Indiana University's Kelley School of Business. Gerry has made 75+ startup investments, taught venture capital for 20 years, and built multiple companies from zero to exit, including HomeYeah.com and Charlie Biggs Food Company. His current mission focuses on expanding venture capital access beyond coastal hubs through innovative funding models. WHAT YOU'LL LEARN: In this episode, you'll discover how to participate in early-stage startup investing with as little as $10 through the VentureStaking model, why the right to invest later in winning companies proves more valuable than over-investing today, and how collapsing startup costs are fundamentally changing capital requirements for founders. Gerry shares strategies for avoiding what he calls "the fool's tax" when making your first investments, the critical importance of backing founders over ideas, and why venture investing resembles poker more than roulette. You'll also learn about building venture ecosystems within universities where students and alumni can collaborate on funding and growth, navigating the decision between raising capital versus bootstrapping your business, and the difference between venture-appropriate businesses versus lifestyle companies. The conversation explores tokenization's potential to create an ownership economy, why cultivation mindset beats consumption thinking for long-term wealth building, and what freedom from scarcity truly means in both dealmaking and life. GERRY'S JOURNEY: Gerry's path into venture capital came through painful education. After leaving law practice after just six months, he made his first investment at age 27, putting his entire life savings of $25,000 into a hazardous waste processing technology. He knew the space intimately from running lobbying for Indiana's Department of Environmental Management. The technology made sense. The market opportunity was clear. But the founder couldn't execute, and Gerry lost everything. That lesson kept him away from startup investing for a decade. Instead, he became a founder himself, launching HomeYeah.com during the dot-com boom. He acquired a small Indianapolis company with 25 lawn signs and built it into the 11th largest real estate company in Indianapolis by transactions, growing from zero to $1.8 million in revenue in just 20 to 24 months. The company sold to Help-U-Sell Real Estate in 2003, but not before Gerry experienced the challenge of raising capital outside traditional tech hubs. After the HomeYeah.com exit, Indiana University invited him to teach a new venture capital course. He's been there since 2004, creating what he calls a bridge between academic theory and real-world startup practice. Meanwhile, he co-founded Charlie Biggs Food Company, scaling it from zero to $10 million in revenue with distribution in over 1,000 retail locations before exiting through a private equity deal. FIRST INVESTMENT LESSONS: That initial $25,000 loss taught Gerry what he calls "avoiding the fool's tax." The fundamental insight was simple but profound. When you invest, you're really investing in founders more than ideas. He was simply a bad picker of founders at that point. The technology expertise didn't matter. Market knowledge didn't matter. What mattered was identifying founders who could execute through inevitable obstacles and pivots. This lesson shaped everything that followed. Gerry wouldn't touch startup investing again for ten years after that loss. When he did return, his approach centered on cultivating relationships with founders over time, watching how they respond to challenges, and building diversified portfolios that acknowledge most investments will fail. VENTURESTAKING MODEL: The VentureStaking approach emerged from Gerry's years of teaching and investing. The model allows investors to participate with as little as $10 in early-stage founders. Instead of writing large checks for immediate equity, venture stakers provide small grants to founders just getting started. If those founders break out and raise a real equity round, the stakers get invited to invest at 10 times their initial stake. The math works elegantly. Out of 25 investments of $10 each totaling $250, you might only see three worth backing in a real round. But when winners emerge, you've earned the right to participate in meaningful equity rounds without the traditional barriers to entry. This democratizes access while maintaining sophisticated portfolio construction principles. Gerry likens venture investing to poker rather than roulette. You play many hands with small amounts. You fold most of them. But when you spot real winners, you bet heavy. This is cultivation versus consumption, a long-term wealth-building game that Warren Buffett exemplifies, having created 99% of his wealth after age 65. THE COLLAPSING COST OF STARTING: One of the most profound shifts Gerry identifies is how startup costs have collapsed. What required $5 million to build ten years ago can now be created in a day for $50 thanks to AI agents, no-code platforms, and cloud services. This changes everything about capital requirements and who can be a founder. This trend combines with tokenization to create what Gerry calls an ownership economy. Instead of owning a few stocks generating passive income, people could hold tokens in 150 companies, each generating small amounts of passive income without traditional barriers to entry. The infrastructure for this future is being built now through blockchain technology and regulatory evolution. UNIVERSITY VENTURE ECOSYSTEMS: Gerry's work brings the VentureStaking model to universities, creating ecosystems where students, alumni, and faculty can participate in funding and building the next generation of startups. Indiana University has 70,000 students and 800,000 alumni. Imagine creating an arena where students pitch ideas, alumni back them with small stakes, and the community participates in the upside when founders succeed. Shared information, shared risk, shared prosperity. This approach captures innovation traditional VCs miss entirely. Founders outside coastal hubs gain access to capital. Alumni gain access to investment opportunities typically reserved for accredited investors with six-figure minimums. Students learn by doing rather than just studying theory. The model scales to any university willing to build the infrastructure. KEY INSIGHTS: Geographic location shouldn't determine access to capital. Gerry experienced this firsthand with HomeYeah.com in Indianapolis. He wasn't in California. He didn't have the right connections. That challenge drives his current work at Doriot, focused on democratizing venture capital for founders and investors outside traditional hubs. The Sam Altman example illustrates how network effects compound. Altman invested $15,000 in Stripe in 2009, now worth $650 million. That wealth creates access to more deals. Those deals create more wealth. The rich get richer not because they're smarter but because they have access. VentureStaking aims to expand that access. Contracts matter, but people matter just as much. Gerry's experience shows that when something seems too easy, like tenants responding unusually quickly to lease documents without redlines for 10-15 year commitments, it raises red flags. You can have perfect legal documents but still face challenges if you're working with the wrong people. THE SHARK TANK STORY: Gerry shares his Shark Tank experience where his former student pitched a business and received a $250,000 offer from Mark Cuban for 35% equity. Gerry advised him that existing SAFEs would push him below 50% ownership. The founder turned down Cuban's offer. That "no" to Mark Cuban kicked off Season 4 of Shark Tank and generated publicity that proved more valuable than the deal itself. The company continued growing without the investment. CULTIVATION VERSUS CONSUMPTION: One of Gerry's most powerful insights addresses how society trains people for consumption rather than cultivation. We've made sports betting legal. Prediction markets are booming. We're training young people about fast-moving money and dopamine hits. But venture investing is a cultivation game. You're dropping seeds into the ground and watching what the universe brings back. He gave a student $5,000 who wanted to build something in the travel industry. The founder pivoted to AI and Shopify and just raised $8 million at a $55 million valuation. That $5,000 investment is now worth over $200,000. The bet wasn't on the idea. It was on a founder who wouldn't quit. That's something you discover by playing the game, getting yourself into wealth-building activities where you're patient, watching, and learning. FREEDOM FROM SCARCITY: When asked about freedom, Gerry's answer cut to something fundamental. Being free from a scarcity mindset is profoundly important. Everything around us reinforces scarcity. But when you let go of that and realize how abundant things really are, it changes how you see opportunities. You can afford to be patient. You can take calculated risks. You can help others succeed knowing there's enough to go around. This mindset applies to venture capital, to dealmaking, to entrepreneurship, and to life. When you operate from abundance rather than scarcity, you see opportunities differently. Capital formation is evolving. The question is whether that evolution will democratize opportunity or concentrate it further. Gerry's betting on democratization. Perfect for investors curious about venture capital but feeling locked out of traditional opportunities, founders outside coastal tech hubs seeking capital, university administrators exploring venture ecosystem development, and anyone interested in how capital formation is evolving to become more accessible while maintaining sophisticated portfolio construction principles. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/gerryhays FOR MORE ON GERRY HAYS:https://www.linkedin.com/in/gerryhays/ https://doriot.com FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction to Gerry Hays and the VentureStaking model [02:15] - Growing up around real estate and finding it boring initially [04:30] - The $25,000 first investment loss and avoiding the fool's tax [07:45] - Launching HomeYeah.com during the dot-com boom and growing to $1.8 million [10:20] - Capital raising challenges outside traditional tech hubs [12:30] - Selling HomeYeah.com to Help-U-Sell Real Estate in 2003 [14:15] - Teaching venture capital at Indiana University since 2004 [16:45] - Building Charlie Biggs Food Company from zero to $10 million in revenue [19:30] - The VentureStaking model explained with $10 minimum investments [22:15] - Why venture investing is poker, not roulette [25:00] - The collapsing cost of starting companies from millions to dollars [27:30] - Tokenization and the ownership economy vision [30:45] - The $5,000 investment now worth $200,000 after founder pivoted to AI [33:20] - Sam Altman's $15,000 Stripe investment now worth $650 million [36:00] - Building venture ecosystems within universities [39:15] - The Shark Tank story where student turned down Mark Cuban [42:00] - Cultivation versus consumption mindset for wealth building [44:30] - Warren Buffett creating 99% of wealth after age 65 [46:45] - Freedom from scarcity mindset in dealmaking and life Guest Bio Gerry Hays is the founder and CEO of Doriot, a platform focused on democratizing venture capital by expanding access for entrepreneurs outside traditional coastal hubs. He is also a Senior Lecturer at Indiana University's Kelley School of Business, where he has taught Venture Capital and Entrepreneurial Finance since 2004. Gerry began his career in politics and law before founding HomeYeah.com, an online real estate platform that grew from zero to $1.8 million in revenue in 20-24 months and became the 11th largest real estate company in Indianapolis by transactions. The company was acquired by the private equity firm behind Help-U-Sell Real Estate in 2003. He co-founded Charlie Biggs Food Company, growing it to over $10 million in annual revenue with distribution in over 1,000 retail locations before exiting through a private equity deal. He also co-founded Apparel Media Group, later acquired by Custom Ink. An active investor, Gerry has backed 75+ early-stage companies, several of which have raised over $20 million or achieved profitability. He has been investing in Bitcoin and Bitcoin Layer 2 infrastructure since 2013. Gerry is the author of The First-Time Founders Equity Bible and has led student venture immersion trips to Asia for over a decade. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 350 - Tom Dillon on Fractional CFOs and Alternative Funding Sources: Learn how fractional CFO services help companies explore diverse funding options beyond traditional venture capital. Episode 351 - Solocast on Deal Structures Beyond M&A and Capital Raising: Explore joint ventures, strategic alliances, licensing agreements, and other creative partnership models that expand growth options. Episode 89 - Sherisse Hawkins on the Capital Raising Journey: Discover the practical realities of securing investment as a founder and navigating the funding landscape. Episode 85 - Nick Adams on Seed Stage Venture Capital Funds: Understand how traditional VCs evaluate early-stage deals and what metrics matter most to institutional investors. Episode 175 - Natasha Miller on Developing Strategic Partnerships: Master the concepts of shared risk, shared resources, and creative collaboration structures that bring communities together. Episode 185 - Maximilian Rast on How to Raise Capital for Your Company: Build the fundamentals of capital raising that apply across venture, real estate, and business growth strategies. Social Media Follow DealQuest Podcast:LinkedIn: https://www.linkedin.com/in/coreykupfer/Website: https://www.coreykupfer.com/ Follow Gerry Hays: LinkedIn: https://www.linkedin.com/in/gerryhays/ Company: https://doriot.com Twitter: @gerryhays Keywords/Tags venture capital democratization, VentureStaking model, early stage investing, startup funding alternatives, university venture ecosystems, tokenization investing, accredited investor alternatives, cultivation mindset wealth building, venture capital accessibility, startup investment diversification, capital raising strategies, founder backing strategies, angel investing, entrepreneurship education, blockchain tokenization, ownership economy, portfolio diversification, founder selection strategies, dealmaking strategies

In today's quick episode, I'm sharing that Keep What You Earn will be taking a short holiday break — and I have some exciting updates for 2026. We're adding more listener interaction, including live call-ins and personalized financial advice. As I look back on the past four years, I'm incredibly grateful for your support and remain committed to giving you practical, actionable strategies to grow your business. I can't wait to connect with you even more in the new year!   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.

Why This Episode Is a Must-Listen Life's big transitions—marriage, career shifts, supporting family, divorce, or reinventing life purpose—inevitably test both our emotions and our finances. This episode of Inspired Money explores practical strategies and real-world wisdom for navigating these pivotal moments. Whether you're planning for an uncertain future or actively rebuilding after change, this conversation with a panel of renowned experts offers actionable advice, hard-won insights, and plenty of encouragement. Don't miss this masterclass on making smarter money moves through any transition. Meet the Expert Panelists Dr. Preston D. Cherry is a financial psychologist, CFP®, and author of Wealth in the Key of Life, known for helping individuals align their money with their values through his Life Money Balance® philosophy. As Founder of Concurrent Financial Planning and Director of the Financial Planning Program at UW–Green Bay, he blends financial expertise with emotional insight to guide people confidently through major life and wealth transitions. https://www.concurrentfp.com Mariko Gordon, CFA, CFP® is the CEO of Uzume LLC, where she provides financial planning and consulting services to individuals and families. She previously founded and built Daruma Capital Management into a $2.5 billion firm with a distinctive, non-traditional approach to investing. With over 30 years of experience as a small-cap stock picker, she now helps clients navigate personal finance, entrepreneurship, and life transitions, drawing from her deep expertise in business, investing, and her multicultural heritage. https://marikogordon.com https://www.uzumellc.com Jackie Cummings Koski is a CFP® professional, Accredited Financial Counselor, and award-winning financial educator who achieved F.I.R.E. in her 40s after overcoming poverty, divorce, and single motherhood. She is the author of F.I.R.E. for Dummies and co-host of the "Catching Up to FI" podcast, using her expertise to help people build financial literacy and pursue financial independence at any life stage. https://www.finomenalwoman.com Jacqueline "JaQ" Campbell is Founder and CEO of Alexander Legacy Private Wealth, where she leverages decades of experience—rising from a high school intern at Comerica's Private Bank to leading a $1.8 billion investment team at Chase Wealth Management—to guide clients and mentor the next generation of advisors. Passionate about community impact, diversity, and inclusion, she serves on multiple boards while embodying her philosophy as a mother, innovator, and philanthropist. https://www.alprivatewealth.com This episode is sponsored by Seeking Alpha — get their best Black Friday deal of the year now through December 10, 2025. Visit www.inspiredmoney.fm/alpha for the best discounts of the year. Key Highlights 1. Communication & Transparency are Essential in Relationships Preston D. Cherry and Jackie Cummings Koski stress that honest, ongoing conversations about money, before and during life transitions, are non-negotiable. Building shared financial goals, scheduling regular money meetings, and understanding differences in financial background ("money genealogy") help partners maintain unity and autonomy. "If you agree that the household is the mission, you can better understand each other's paths," emphasizes Preston D. Cherry. 2. Preparing for a Career Pivot Means More Than the Numbers Mariko Gordon explains that major changes like launching a business demand both runway and emotional readiness. She highlights the importance of clarity around your cash flow, having a contingency plan, and not feeling like a failure if you need to pause or pivot, "sometimes you don't have to commit financial scorched earth devastation." Jacqueline "JaQ" Campbell adds that curating a personal board of directors and mentors is just as critical as financial systems. 3. Multi-Generational Support Requires Boundaries and Education For those "sandwiched" between supporting children and aging parents, Jacqueline "JaQ" Campbell and Jackie Cummings Koski agree that prioritizing your own retirement and empowering others through financial literacy are keys to sustainable support. Rather than being an ATM, strive to be your parents' and children's CFO: educate, plan, and let loved ones learn through their own financial decisions. 4. Navigating Solo Transitions: Give Yourself Grace Loss and divorce are as much emotional events as financial ones. Jackie Cummings Koski and Jacqueline "JaQ" Campbell underline the necessity of seeking support, taking time to process grief, and acting strategically, updating financial documents, gathering your advisory team, and setting new goals. Preston D. Cherry shares, "Allow yourself the space to heal… you don't need permission to take it for yourself." Call-to-Action Pick one transition, current or upcoming, and write down the single next financial action that would bring you more stability. This week, take that first step, whether it's organizing documents, reviewing beneficiaries, or scheduling a money conversation. Progress starts with one action! Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Stuck in hourly billing and chaos? The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before you scale. In this episode, Lori Yearwood, CPA, shares how she let go of clients, dropped hourly, and built packages with add-ons, gaining a day-plus each week to work on the business while revenue climbed.…Link to full shownotes: https://www.businessstrategyforcpas.com/374…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.  …Lori's website:https://www.zealaccountingsolutions.com/…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

Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company's growing margin pressures stemmed not from a single root cause but from many. From pricing misalignment to invoice errors, Leung had compiled a lengthy list of snags. Along the way, he began empowering the people closest to each issue to drive the necessary improvements. By implementing more than 15 “big rock” initiatives—tracked through monthly reviews—Flexport rapidly identified, tested, and refined solutions. This cross-functional, data-centric effort not only began restoring margins but also created a replicable model of continuous improvement.That turnaround effort, Leung tells us, echoed lessons he learned earlier in his career. As a young analyst at an investment bank, he quickly discovered how fundamental analysis and modeling could uncover hidden risks. Later, private equity taught him the vital link between operational decisions and financial outcomes—a perspective he solidified while leading finance and supply chain for a small consumer brand. When he encountered Flexport as a paying customer, its tech platform simplified his logistics challenges in such a way that he became a believer in its end-to-end visibility vision.