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Stewart Heath founded the Harvard Grace Corporation in 2010, which has since expanded into Harvard Grace Capital. HG Corporation still provides fractional C-level executive services to clients as well as general business consulting. Heath also sits on several boards, including HGC, Winsome Truth, The Shepherd's Call, and Second Chance Sober Living. In 2016, Heath was recognized as a finalist for the Nashville Business Journal's CFO Awards. Currently, Heath holds several fractional CFO positions.Heath previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration from Auburn University. He now runs Harvard Grace Capital, an idea that has been close to his heart for a long time, in an effort to provide stability for investors and to engage with his community. Connect with Stewart Heath: Website: https://harvardgracecapital.com/ LinkedIn: https://www.linkedin.com/in/stewartoheath/ , https://www.linkedin.com/company/harvard-grace-corporation/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152
In this powerful Business Blueprint Series episode, Bradley sits down with Dave Curry, a real-deal business owner who opens up about his journey—the victories, the struggles, and the moments he almost walked away from his business. If you've ever felt alone in your entrepreneurial journey or questioned whether you could make it work, this conversation will remind you that you're not alone and that transformation is possible.Dave shares the unfiltered truth about building a business, including:The gap between knowing and doing – Dave read the book but wasn't implementing it. Sound familiar? He breaks down what changed and how he finally made the shift from knowledge to action. The power of belief – Not just having someone believe in you, but having someone who believes for you when you can't believe in yourself. Dave reveals who played this role in his journey and why it matters. You are not your business – One of the most important mindset shifts for any business owner struggling with identity and burnout. Building the right team – How Dave learned to invest in people and create a team structure that allowed him to step out of the day-to-day operations. Mastering your numbers – Dave discusses how understanding and staying on top of his financials became a game-changer in his business growth.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming Workshop or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce...
In this episode, we discuss how the House approval of digital financial disclosures would impact USPS mail by eliminating the requirement for hardcopy delivery of investor documents. This legislation could further reduce mail volume and revenue for the financially struggling Postal Service, which recently reported a $2.8 billion operating loss. Next, we cover the news that Maersk tabs new CFO, North American chief in global leadership shakeup as the shipping giant attempts to regain ground after losing its top global ranking. Robert Erni joins as the new Chief Financial Officer alongside other regional leadership changes intended to address an evolving market and increased competition. Finally, we look at the data showing Mexico's heavy-truck exports plunges 22% as light-vehicle demand also dips amid ongoing trade uncertainties and local disruptions. Industry leaders point to U.S. tariffs and road blockades as key factors driving significant declines in production and exports across the automotive sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
In the latest episode of Inside the Numbers – which pulls back the curtain on the KPIs of finance leaders – Michael Burgess of DJH reveals the three main metrics that help him navigate her work, and also discusses his transition to becoming a CFO.
I came up with this funny phrase in a couples session and told the couple it was too good not to use in a podcast! :) Some women feel like the CEO of the home, and they are okay with that, as long as the man acts like the COO or the CTO or anything but the CFO.... The Chief Fucking Officer. If all that your wife feels that you spearhead in the home is related to your spearhead, this isn't going to make her, another three letter acronym... DTF.Join the Midlife Women's group here: drpsychmom.com/mwgSubscribe if you love the DPM show! https://creators.spotify.com/pod/show/drpsychmomshow/subscribe and you'll get all my awesome bonus episodes! Most recent: "Did You Change Each Other's Minds About Anything When Dating? If Not, Red Flag!"For my secret Facebook group, the "best money I've ever spent" according to numerous members: https://www.facebook.com/groups/drpsychmomFor coaching from DPM, visit https://www.drpsychmom.com/coaching/For therapy or coaching, contact us at https://www.bestlifebehavioralhealth.com/
Matthew Novick traces one of his earliest business lessons not to a boardroom, but to a furniture store in Portland, Maine. Growing up in his family's business, he learned how to read credit reports, price products, and assess who was “credit worthy,” skills that showed him how decisions affect a business long before he ever closed a set of books, Novick tells us.That operational grounding followed him into finance. Early roles at IBM and AOL put him on both the expense and revenue sides of the P&L, including sales operations and compensation design. Those experiences shaped his belief that finance is not just about counting dollars, but understanding what the numbers actually mean, he tells us. “If you don't understand what goes into closing those books… you're never actually going to understand your business,” he says.Read MoreHis path accelerated quickly. After leaving AOL, Novick joined Magnetic, where he became VP of Finance and then the company's first CFO in his early 30s. Since then, he has moved through multiple CFO chapters across ad tech and data-driven businesses, refining how he partners with CEOs. That partnership, he explains, is central—so central that he once flew across the country to spend two days with a CEO before accepting a role, Novick tells us.A defining strategic moment came at PlaceIQ, when the company received an unexpected inbound acquisition inquiry. Preparing to assess synergies, unit economics, and whether “one plus one really equals three” reshaped how he thinks about strategy and readiness, Novick tells us. Today, as CFO of TripleLift, that mindset carries forward—pairing operational fluency with disciplined decision-making in an increasingly complex, AI-influenced finance landscape.
Discover 5 dividend-paying stocks where CEOs and CFOs are buying shares with their own money—including $5 million in purchases at one company in a single week. When executives put their personal cash into their own stock, especially when the CFO oversees all the finances, it's worth paying attention. This video breaks down Blue Owl Capital (OWL), TriplePoint Venture Growth (TPVG), Hershey (HSY), Energizer (ENR), and Dorchester Minerals (DMLP)—all with recent insider buying activity. Not financial advice, but a great starting point for your own research into these dividend stocks. Check out the YouTube video!Dapper Dividends Recommendation Tracker SpreadsheetCheck out my current portfolio on
Alan Imberman, CFO of Wealthfront (WLTH), joins the Watch List after the company made its public trading debut Friday. He talks about how the fintech company is capitalizing on the digital landscape and how it collected a 1.3 million client base. Alan explains how Wealthfront differs from other newer fintech firms like SoFi Technologies (SOFI) and why the company focuses on millennial users. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Ray began his commercial real estate journey in late 2022 and quickly built a focused portfolio in mobile home parks and industrial assets. In just three years, he and his business partner grew their holdings to nine mobile home parks totaling 280 doors and three industrial properties with 110,000 square feet in Central Florida. With strengths in deal sourcing, negotiations, underwriting, and operations, Ray brings both analytical discipline and practical execution. He holds an MBA from NYU and a Ph.D. in engineering from the University of Missouri, previously served as a finance executive at IBM in New York, and now works as a full-time CFO for a manufacturing company in Orlando. He joined Rod's Warrior Group last year after attending the live bootcamp to accelerate his growth as an investor. Here's some of the topics we covered: From high-paying jobs to commercial real estate Recession-proof real estate strategies that win The hidden downsides of mobile home parks The top value-add move for mobile home parks Exactly how the value-add strategy works How to finance a mobile home park fast Why Ray came to Rod's live bootcamp The power of being around Rod's Warrior Group If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon. For more about Rod and his real estate investing journey go to www.rodkhleif.com
In this reflective episode, Bradley Hamner challenges listeners to step back from short-term thinking and consider their business and personal trajectory over the next decade. Inspired by MrBeast's viral "Me in 10 Years" video from 2015, Bradley explores why we tend to overestimate what we can accomplish in the short term while underestimating our long-term potential.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming Workshop or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees. About Above The BusinessAbove The Business empowers business owners to rise above the daily grind and embrace a...
Dianne de Castro is Co-Founder at I.G.A. Farm.I.G.A. Farm is a sustainable, electricity-independent farm that utilizes solar energy and promotes proper waste management through vermicast production, integrating biowaste utilization by using manure from RTL chickens as a nutrient source for African Night Crawlers in the vermicasting process to enhance soil fertility for its vegetable farm; and whereas this integrated system increases crop yield while producing high-quality eggs, vermicast, and vegetables for the local market, I.G.A. Farm remains committed to affordability and accessibility by providing fresh, healthy, and nutrient-rich products to MInSU students, variety stores, and local farmers.This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:01:08 Ano ang I.G.A. Farm?02:17 What problem is being solved? 06:05 What solution is being provided? 14:18 What are stories behind the startup? 25:35 What is the vision? 31:35 How can listeners find more information?MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS 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
What scams are circulating and how can you protect yourself and your organization?Nonprofit Cybersecurity expert and Community IT CTO Matt Eshleman runs through common scams and new tactics that we are seeing at nonprofits and simple steps you and your staff can take at this time of year to be better protected.Takeaways on Nonprofit Cybersecurity for the HolidaysCommon scams“Your package couldn't be delivered” … this email tries to get you to click on a link or respond in some way, using social engineering/helpfulness/urgency to trick you into helping a colleague or sorting out a problem with a package. “The Executive Director needs to purchase holiday gift cards for staff” … a variation on the “gift card” scam oriented towards the end of the year, holiday parties, gifts for donors or volunteers.Pop-up “your computer has been compromised, call this number” scam … often the pop-up can't be closed (you should shut down and log back in, and alert someone on your actual IT help desk team.) New ScamsSpam bombs… followed by a helpful call from “the IT help desk” ... this scam will inundate your inbox with hundreds to thousands of spam email an hour. This scam tries to get the victim anxious at the spam attack and relieved when “the help desk” notices an increase in spam and reaches out to help. AI deep fake voice and video scams… growing in presence as the tools to create deepfakes become more available and affordable. Protections Against Holiday ScamsStay suspicious, particularly at the end of the day before a holiday break and the week before that break. Be particularly suspicious of in-bound calls and new contact information at any time of year, but particularly around the holidays. Do not give your log in credentials or other information to someone who called or texted you, claiming to be from IT or your bank. Review your incident response plan, particularly your phone tree, before the holidays. Make sure you know who to call to report a suspicion or problem, and make sure that your point of contact has a substitute for when they are out of the office for the holidays. Who is “on call”? Have strong cybersecurity already in place. Strong passwords, MFA requirements, physical MFA keys for staff who are particularly targeted like your Executive Director and CFO, staff training on the importance of cybersecurity to protect your organization – maybe even a quick training on holiday scams to watch out for … taking proactive steps will give you peace of mind during your holidays.Do not be tricked into using a work-around. Always use your established procedures. Do report something, using your incident response plan. If you did click on something suspicious at 5pm on a Friday, use your response plan to report it immediately to the person on call for your cybersecurity. Community IT seeks to provide trusted advice and guidelines for nonprofit cybersecurity safety around the holidays. If you have questions on cybersecurity assessments, staff training, incident response plans, or other cybersecurity topics, reach out and schedule a conversation or assessment with Matt. _______________________________Start a conversation :) Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/ email Carolyn at cwoodard@communityit.com on LinkedIn Thanks for listening.
In This Episode of Business Lunch, join Ryan Deiss and I in this enlightening episode of Business Lunch, where they delve into the often overlooked yet crucial topic of accounting and finance. We discuss how entrepreneurial optimism can clash with the harsh realities of financial reporting. Learn how to navigate these challenges and foster a productive relationship with your CFO to ensure your company's financial health.Timestamps:00:00 – Entrepreneurial Optimism vs. Financial Realism01:36 – Why Accounting Reporting Shapes Company Culture02:37 – Switching from Cash to Accrual Accounting03:17 – When Financial Reports Become Depressing05:41 – Fixing the Reporting Process08:29 – Avoiding Obstacles: A Common Entrepreneurial Pitfall09:54 – Support Your Team… or Change It12:19 – Leadership's Role in Financial Clarity17:34 – Preparing for Exit & Upgrading the Finance Team20:17 – Why Accounting Method Changes Can Distort Profit27:03 – Restructuring Contracts to Fix Revenue Recognition31:54 – Challenging Accounting Assumptions37:15 – The Importance of Cash Flow Over Profit40:54 – Don't Let Accounting Wag the Dog43:10 – Final Thoughts & OutroConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Real Estate Investing for Beginners with Marco Pfeiffer is a deep-dive masterclass into how an everyday W2 earner can build a profitable rental portfolio, scale across multiple states, and eventually achieve financial independence through smart, long-term real estate investing. Marco shares his complete journey, from immigrating to the U.S. with no network and working his way up to CFO, to losing his job in 2016 and realizing he needed cash-flowing assets to build security. In this episode, he breaks down exactly how he built a single-family rental portfolio, used the BRRRR method, transitioned to multifamily, and now helps investors secure DSCR loans and commercial financing for rental properties. If you're searching for practical, beginner-friendly steps to scale your first 1–10 rentals, manage properties remotely, or understand DSCR loans and build-to-rent strategies, this episode delivers the frameworks and real-world lessons you won't find in theory-based content. What You'll Learn in This Episode: • How Marco went from W2 employee to full-time investor • The cash-flow target that launched his financial freedom plan • Why single-family rentals can outperform multifamily for beginners • How to manage rental properties remotely (systems + contractor strategy) • DSCR loans explained: what they are, who qualifies, why they matter • The biggest mistakes new investors make and how to avoid them • Why analysis paralysis keeps beginners stuck for years • How to build a rental portfolio while working a full-time job • The long-term “10-year rule” that protects investors from market timing Learn More About Marco Here: Opportunistic Capital Group - https://www.opportunisticcapitalgroup.com/ LinkedIn - https://www.linkedin.com/in/marco-pfeiffer-4866495/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
In this episode, Chip and Gini discuss the importance of strategic planning for 2026. As they near the end of 2025, they emphasize the need for agencies to set themselves apart and adapt to the evolving landscape, particularly through the effective use of AI. Despite ongoing economic challenges, they highlight the potential for AI to enhance both efficiency and strategic thinking. Chip and Gini also stress the importance of refining the ideal client profile and taking calculated risks. They share their personal experiences with using AI to assist in planning and decision-making processes, pointing out both the benefits and limitations of current AI technology. Key takeaways Chip Griffin: “I do think more than ever, continuing forward on the path that you’re on for the vast majority of agencies is not a good idea. I think most agencies require at least some modest course correction and some more than that.” Gini Dietrich: “Really think about how you can set yourself apart and get in front of prospects now and in January so that you can be doing the things that will help you scale and grow and be sustainable for the future. And some of it’s not gonna be fun.” Chip Griffin: “I think really refining that ideal client profile is something that most of us ought to be taking a very close look at for 2026 in our planning process.” Gini Dietrich: “Be willing to try some things and take some risks and see what works and see what doesn’t work, and then go move on to what works and try again.” Resources The Ragan article regarding upskilling and improving AI skills Related Planning for agency growth Using the AIM-GET Framework to drive your annual planning How to involve your team in annual planning for your agency and its clients Look to your track record as you define your agency's ideal client View Transcript The following is a computer-generated transcript. Please listen to the audio to confirm accuracy. Chip Griffin: Hello and welcome to another episode of the Agency Leadership Podcast. I’m Chip Griffin. Gini Dietrich: And I’m Gini Dietrich. Chip Griffin: And Gini, I’m, I’m flipping through the calendar here, you know, ’cause I still have a paper calendar. Of course. I mean, who doesn’t? Gini Dietrich: Of course. Right. Chip Griffin: And it looks like we’re almost to the end of 2025. Gini Dietrich: We, we are. Which is crazy. Crazy. Chip Griffin: Which, which means that 2026 is right around the corner. Gini Dietrich: Yes. Yes it is. Chip Griffin: And what do we usually do near the end of each year? Gini Dietrich: We plan for the following next year. Yeah. Chip Griffin: And, and we have an episode talking about that. So when we have no other good ideas to bring to the table, we turn to the trusted proven stuff from the past Gini Dietrich: 2026. I mean, we could talk about 2026 trends. We could talk about 2026 AI things, but I think planning for our business growth is good. Chip Griffin: Yeah. That all goes into planning, right? So, I, and, you know, I, I’m, as long as we don’t do predictions, I’m fine. I hate predictions. Gini Dietrich: Oh, shoot. Let’s do predictions next week then. Chip Griffin: No, no, no predictions. No, that’s, that drives me up a wall. Gini Dietrich: Note to self. Note to self. Chip Griffin: And I, and I know we are just, you know, probably days away from the flood of Gini Dietrich: Yep. Chip Griffin: Articles and Yep. And podcast episodes and videos with everybody making their predictions for the year ahead. Yep. Just stop it. Gini Dietrich: Yep. Chip Griffin: So my prediction is we will see lots of predictions. Gini Dietrich: That is a good prediction. I think you’re probably going to be right. Chip Griffin: It seems pretty likely. Gini Dietrich: I’d bet on it in fact. Yeah. Chip Griffin: Yeah. Mm-hmm. Alright, so as we start thinking about 2026 planning, let’s look at it for through the, the lens of, of what, what we might do differently in thinking about 2026 than we typically do. Right? Because we, there’s plenty in our archive where people can go back and listen to us generally talk about planning. I’m sure we’ll touch on some of that in the next 20 minutes. I don’t wanna disappoint listeners. We, we will, you know, reach back to the things that we’ve talked about before, but I think it’s helpful to, to think about, you know, what’s, what’s different about 2026, and I think you’ve already hinted at one of the key things. Gini Dietrich: Oh, AI for sure. Yeah. I saw a really interesting post on LinkedIn from Parry Headrick who was talking about how he used to work for Shift and he was the VP of the San Francisco office, I think, and he said, you know, this was during the recession and I was… Anybody who was in business during the recession knows all of your business went away. It was not a fun time to be in business at all. And he talked about how he went to the office every single day for months on end, and he made cold calls to tech firms and he, he would say, we can do like a PR plan for you, a PR 101 like, and he said one out of every 100 calls accepted the offer. And then they went all out and created a really strategic, as much as it could be, plan for these companies. And gave it to them for free so that they had, they could generate some business. And he said that that was one of the things that kept the office going during that time and how miserable it was. Like he talked about it was boiling the frog, like it was miserable and it was not enjoyable. It’s not why he was doing that job, but they had to keep the office open. And I think that, I read that and I thought, you know, that’s really interesting as we think about 2026 because the last couple of years for agencies have been miserable. We have been slowly boiling the frog for sure. And you know, I have a lot of friends who have laid people off, some have gone out of business, some haven’t gone outta business, but don’t have any clients. Like, it has been rough. And I’m not sure that 26 is going to be much better. So I think one of the things that I will be advising people is, and, and for us too, is really think about how you can set yourself apart and get in front of prospects now and in January so that you can be doing the things that will help you scale and grow and be sustainable for the future. And some of it’s not gonna be fun. It’s not. Chip Griffin: Well, you’ve, uh, certainly taken this on a depressing turn here. Gini Dietrich: I mean, we can talk about AI too, but Chip Griffin: I mean No, I mean, we can, we can talk about how miserable and awful things are for everybody. Uh, that’s, Gini Dietrich: it’s been rough. It’s not like it hasn’t been rainbows and unicorns. It hasn’t. Chip Griffin: No, it, it has, it has not been rainbows and unicorns. But I, but I would also, I would, I would push back a bit. I, I don’t think we’re as bad as ’08 or ’09, or back in the early two thousands. I don’t think it’s, it is not as widespread as it was back then. I’m certainly in the agencies that I’m talking with, seeing a lot of agencies that are struggling, most, not catastrophically, most just kind of, you know, sort of malaise is, is the word I would use. Yeah. It’s good for it. And there are still some that are actually doing quite well and, and even growing. So that, to me, that is a little bit different than what we’ve seen in, you know, in 08 or ’09, or during the pandemic. Certainly. You know, where it was pretty much… I guess even in the pandemic, we had pockets, right? The, the digital firms did well because everybody had to transition from doing things in person to doing things electronically. But it, it’s just… so, I, I think we’re in that general period of malaise, you know, sort of in, in my mind, I’m old enough, I, I think Jimmy Carter, right? You know, you just sort of think, ehhh, you know, and, and how America of the late ’70’s was. And so there’s some of that, at least within the economy and, and certainly in, in the agency space. So I think that that part of the, the challenge here is that it is not as simple an explanation as to how you get out of it. Right. I mean, back in ’08, ’09, it’s like, okay, well the economy just has to come forward. And in this case, part of it’s the economy, but part of it is the, the shifting nature of the relationships between agencies and brands, and other organizations. And so I, I, I think that one of the reasons why some agencies are struggling is because they’re not taking a fresh look. At what they do, how they fit into that picture. And I think there needs to be a lot more creative thinking. And I think AI is a big driver of it, not necessarily in the, in the way that people think, though I don’t, I don’t see AI as taking away agency work. Mm-hmm. I see it as agencies just haven’t figured out how to capitalize on it effectively. And, I think that there is tremendous opportunity for those agencies who are willing to adapt their service offerings with and without AI. And moving forward in a way where they’ll leave behind a lot of of other agencies that are more committed to just plodding forward and doing the same old, same old, and, you know, sprinkling in a little bit of AI here and there. Gini Dietrich: I read a really interesting article a couple of weeks ago and I’ll see if I can find it so Jen can include it in the show notes. I’m sure it’s in my history somewhere, but it talked about how, you know, we’ve seen all of these layoffs at all these large companies in the last couple of months, you know, thousands and thousands of people. And they’re telling, most of these companies are telling the teams that remain. There are two things that you need to focus on: upskilling. So, you know, using AI to help improve you, you know, understanding your own professional development, taking charge of new professional development, new skills. And the other piece is really using AI to help improve your, the work that you’re doing to make you more productive. And it went on to say. If you’re an agency that can help with one of those two things, or both of those things, you’re gonna be in better shape than an agency who does new media news releases and news conferences, and you know, social media. So if you can think about how you can provide professional development or help an organization implement AI from a marketing and communications perspective, you’re gonna be a lot further ahead than those that can’t do that. So I think that goes back to really thinking about how to freshen the services that you provide in a way that keeps up with what’s happening in the world. Chip Griffin: Yeah. I mean, look, I think that’s absolutely a piece of it, but I think a piece of it is also figuring out, you know, how can you use AI to help you do different things that are not necessarily even explicitly AI related. Or made more efficient by AI or it, I, I think it’s just a, it’s a opportunity to take a very fresh look at how we do everything. And, and I think we need to be careful, not just us as agencies, but also on the brand side. We need to be careful about how much we believe AI itself is changing things or can change things. And, and I, I saw in the last couple of days, a video that our friend Chris Penn put out, where he talked about how you need to change your vocabulary to get the most out of the various generative AI platforms. And I don’t disagree with what he’s saying. You do need to adapt your language to those models so that you get the results you want. But, but the flip side of that is, to me, that says AI has not come nearly as far as we think because we shouldn’t have to change for AI to be responsive to us. Right. Right. True AI would be adapting to us instead. And, and so we’re not quite there yet. And, and the progress has been absolutely amazing. I’ve, every time I try out the latest version of a model, I find new things that it can do and continue to get more and more impressed. But I also have ongoing frustrations with them. In part because of this vocabulary issue, but in part because, you know, we’re still, we’re still overestimating what the, the technology can do for us today as far as allowing us to, to replace work hours, et cetera. And so I see many brands laying off marketing and communications people thinking, well, we’ll have fewer people, but AI will help them do the same amount. Nope. And AI certainly makes you more efficient, but not, not that efficient. Gini Dietrich: Not that efficient. No. And you still need somebody with a brain to prompt it and ensure that it’s not hallucinating and ensure that it’s the right information. And that it’s been edited. Like you still need humans for those things. Does it help you get a start? For sure. But you still need the human beings to do the work. And make sure that it’s accurate because what it pumps out on first try, I mean, my favorite response is meh. I just write MEH meh, and it goes, okay, lemme try again. And then I write, meh. It tries again. Finally. I’m like, okay, that’s halfway decent. Chip Griffin: Well, that, that’s better. My habit is to actually get into arguments with it, which… Really serves no good purpose, but I just, I get, I get, I get frustrated when I explicitly ask it to do something and it doesn’t, Gini Dietrich: it doesn’t, right. Chip Griffin: And I’ll be like, well, why didn’t you do what? Yeah. Oh no, you’re right. I should have done that. Yes, because I specifically for it, right? Like, please help me, Gini Dietrich: please write a thousand words and it gives you 300. And you’re like, Hmm, right. Just do what thousand words. Chip Griffin: Just do what I ask, you know? Or, you know, please make the logo smaller in this image. And it doesn’t change it. No, don’t do that to me, that’s just, it’s very frustrating. Gini Dietrich: It’s very frustrating. I agree. Chip Griffin: But I think, you know, we need to be thinking how we can leverage some of these tools to help us adapt our service offerings. And I was, I was talking with someone recently who, they had shifted a, a process from humans to AI recently. And they were running into issues because it was some data analysis that was being done and, and it turned out that the numbers were wildly different between the humans and the AI. And so the first instinct was that the AI was wrong. But in fact, upon further review, it turned out that the AI was too good. And it was being in incredibly consistent in the way that it was doing the task. Ah, whereas humans. Sure. Inevitably we get distracted, we make a mistake, we, we hit the wrong key. You know, I mean, there’s all sorts of things that can lead to this, but because the AI was more consistent and the volume of data and such being analyzed by the humans and the AI was substantial, it, it made a real difference because the AI was actually better. And so, but to me that’s an opportunity. You’ve got a short term problem that you gotta deal with that, you know, you’ve been generating these historical reports that don’t look quite right now. But there’s a real opportunity there because you can actually improve the quality of what you’re doing, along with the quantity, along with reducing the, the labor hours involved and that sort of thing. So we need to be looking at, at how we can take that and take it to the next level, not just how can we use AI to do first drafts so that we only have to edit and so therefore we save, you know, 30% of our time or something like that. There’s, we have to be thinking much, much more creatively if we’re gonna be successful going forward. Gini Dietrich: Yeah, and I mean, I’m sure I’ve shared this before, but some of the work that we’ve done in my business this year, I’m not sure we could have done it without AI in the, in two years ago, like some of the work that clients have asked us to do. I’m not sure that we would’ve been capable of doing it without AI. So it, it does have the ability to make you more efficient for sure, but it also helps you think more strategically. And to your point, like, bringing in the, the consistency piece of it so that, you know, maybe the, the way that you reported on results in the past isn’t fully accurate, but now it’s more accurate. Like those kinds of things I think it has helped immensely with, and you know, I can think of at least three situations where I’ve been in a meeting with like big, big, big, big executives and they’ve thrown something out. Do you think your team can do this? And I’ve gone, sure. And then we come back and, you know, as a team, work on it and, and prompt AI. And it’s helped us get to where we need to be. And I don’t think we could have done that on our own two years ago. For sure. Chip Griffin: So, you know, we’ve been talking a bunch about how AI is impacting our businesses, but let’s talk a minute about how AI impacts the planning process itself. And so, you know, my question to you would be, as you’re doing your own 2026 planning with your team, are you using AI to facilitate that process at all? Gini Dietrich: Some of it, I would say I have a co CEO, GPT that I built. So it sits as my Co CEO and sometimes I just vent to it. It makes me feel better, but sometimes it will say things like it will point out things that I didn’t think of. And so, you know, when we, especially right now, ’cause we’re working on cash flow projections for next year with our CFO and I’ve, I’ve put in like… Not actual numbers, but percentages to, and said like, can you help me figure out if these are our goals, what we’re going need to do? What software do we need? What team members are we gonna have to add? Like that kind of stuff. And it help, it’s helping me and our CFO think through all of those different scenarios for sure. We haven’t gotten into like the nitty gritty planning yet because our 2025 plan is rolling over into Q1 a little bit. So we’re, we’re about a quarter behind from that perspective. But, from a cashflow perspective, it’s helping a ton and it’s helped me see things that I wouldn’t have seen on my own. Chip Griffin: Yeah. And and I think that’s a, that’s a real benefit that we ought to be looking at when we’re doing the planning process is using AI, not necessarily to give us all the answers, but to help us understand what else we should be looking at. So I love using AI to, to, to give it a list of questions that I may have about something and say, what, what other questions should I be asking? What other data points should I be looking at? Or putting in some raw data and saying, okay, you know, what are the gaps here? What, what should I be looking to… What additional data should I be looking for? Or how can I analyze this in a different way? So I think in the planning process, there’s a lot of ways that we can use the AI to help us. I think we just need to be careful about using it to give us the answers and instead help it to guide the conversations for sure. Yeah. That we’re having with our teams and with our clients, because it will inevitably help us find things that we are overlooking. And maybe we would still get to it halfway through the brainstorming session or the, the strategy meeting or whatever. But if we know it in advance, you know, it helps us prepare better. Gini Dietrich: Yeah, absolutely. And I, I do think, you know, to your point about the, the data and it being consistent, I think it does look at things more holistically and how, and I mean, it will say to me, have you thought about this or have you thought about that? Or, you know. Here’s an opportunity for you. Like with the PESO model certification in universities, we had an idea of how we were going to approach it in ’26 ’cause the certification is being completely revamped because of AI. And it actually gave me a couple of ideas that I was like… Huh, I hadn’t even thought about that. So like providing curriculum and grading rubric and things like that, that helps professors that I hadn’t even, ’cause I just don’t have that kind of experience. Right. But it helps me think through some of those kinds of things. So I think you’re right. And you know, I love the idea of, of a list of questions and asking what you haven’t thought of. I’ll put in and say, you know, we’re looking to do this, this, and this, and here’s what we’re thinking. What are we missing? And it, you know, it does come back with some ideas. Sometimes it comes back with things you’ve thought about and you’ve dismissed, and sometimes it comes back with things that you’re like, Hmm, okay, let’s, let’s explore that. Chip Griffin: Yeah, and I mean it, there’s, it’s not a replacement for human judgment. You still need to look at it and say, oh, yeah, that does make sense, that it’s something we look at. But, but my experience is more often than not, it does come up with things that, you know, that given the right amount of time I would have thought of, but Sure. You know, it, it’s, it’s, it’s good to have it reinforced that, it’s good to have it, you know, bubble it up higher on my list so that, again, I, I’m not finding it out, you know, halfway through the meeting when the light bulb goes off and it’s like, oh, right, I forgot about this. We should be, we should be looking at that. Right. You know, but I, I think this is the, the planning process is, is an opportunity for you as well to be thinking about challenging your own assumptions. And, and I do think more than ever continuing forward on the path that you’re on for the vast majority of agencies is not a good idea. I think most agencies require at least some modest course correction and some more than that. And so I think that we’ve already talked about, you know, what kind of services you can deliver and those kinds of things. But I think the other thing we all ought to be looking at in 2026 is the definition of our ideal client. Because, because we do need to understand better how our clients of today are being impacted by the economy, by AI, by all of the social change that’s going on. And understanding how is that impacting who we’re targeting, how we’re targeting them, what kinds of engagements we’re, we’re trying to set up with. And so I, I think really refining that ideal client profile is something that most of us ought to be taking a very close look at for 2026 in our planning process. Gini Dietrich: One hundred percent. I could not agree more. And you know, I’m a big, big, big fan of really understanding at a macro level what’s going on so that we know how it affects our businesses. And I think that the more that you can do that and understand how everything that’s going on in the world is going to affect your agency and you know, the sustainability and stability of it, I think are, is really, really important. And being willing to try some things and take some risks and see what works and see what doesn’t work, and then go move on to what works and try again. Chip Griffin: Right. And, and you need to, to look at the data that you’ve got in front of you, not data from three to five years ago, right? But, but data from 2025. And so whether you’ve had a great 2025, a mediocre 2025, or an awful 2025, look at what the data is telling you. And look at where you’ve had success. Success in terms of where you’ve had the best results for clients, which we often overlook. We, we often look at just, you know, what we’ve been able to sell, but you need to see what is producing results for clients. You do need to understand what you’re selling, where those leads came from, and, and look at those recent trends and lean into what’s working. And again, that doesn’t matter whether you’ve had a good year or a bad year. You still wanna lean into what you know is working today because it is a, a very different environment than it was 3 years ago, 10 years ago, and and beyond. So you need to be relying on that kind of analysis if you wanna make smarter decisions in your planning process. Gini Dietrich: Yeah, absolutely. And I think you’re right, like this is different than 2008, 2009, and 2020. It’s, it’s different. So be willing to take some risk. It’s uncomfortable for sure. Chip Griffin: You and I both love risk, so we’re always gonna preach risk. Calculated risk, not just reckless risk. Gini Dietrich: Calculated risk.Yeah. Yeah, yeah, yeah. Yes. Please be calculated. Chip Griffin: Yes, have a reason for what you’re doing, and have a reason to believe that there’s a decent chance of success. Don’t just blindly walk out there and say, Hey, let’s try crossing the street now without looking and see what happens. That’s not the kind of risk we want you to take. Gini Dietrich: Please don’t do that. Please do not do that. Please, please do not do that. Chip Griffin: So with that, if you’re, if you’re listening and you’re driving or something, still pay attention ’cause we’re gonna wrap up now. Keep your eyes open. Keep your eyes open. If you, if you wanna listen to this again, wait. You, you can go back to the link. There’s resources that’ll be there. There’s the transcript there, all those things. So stay safe. Yes, yes. However you’re listening to us. And with that, that will draw to an end this episode of the Agency Leadership Podcast. I’m Chip Griffin. Gini Dietrich: I’m Gini Dietrich. Chip Griffin: And it depends.
Blake Grayson, CFO of Docusign, joins CJ Gustafson to discuss how a company that redefined e-signature and became a verb is now navigating its next chapter in intelligent agreement management. Drawing on more than a decade at Amazon—where he helped forecast AWS and worked inside some of the company's most operationally demanding businesses—Blake explains how financial discipline, operational depth, and clear narrative-building shape his approach as CFO. The conversation explores how to evolve a beloved product without diluting the brand, why pricing is as much about positioning as revenue, how to communicate go-to-market mechanics without losing the room, and why effective capital allocation accepts that not every big bet needs to land to shape the leader you become.—SPONSORS:Fidelity 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.Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury 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/run—LINKS:Blake on LinkedIn: https://www.linkedin.com/in/blake-grayson-3197043/Docusign: https://www.docusign.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & Growthhttps://youtu.be/VRpTNDIfzPY—TIMESTAMPS:00:00:00 Preview and Intro00:02:39 Sponsors – Fidelity Private Shares | Sage Intacct | Mercury00:05:09 DocuSign as a Top CFO Tool00:07:33 From E-Signature to Intelligent Agreement Management00:09:09 Complexity Before and After a Signature00:11:02 Cost of Poor Agreement Management00:12:30 Agreement Oversight and CFO Risk00:13:28 Pricing: Usage to Seat Models00:14:12 Enterprise vs SMB Pricing00:15:00 Sponsors – RightRev | Tipalti | Aleph00:19:18 Simplicity, Tiers, and IAM Value00:20:36 Forecasting New Products in a Renewals Base00:22:13 Modeling Mix Shift and GTM Enablement00:23:56 Faster Time-to-Value With Intelligent Repositories00:25:06 Building GTM Muscle for a Platform00:26:29 Launching IAM in Commercial First00:27:31 Forecasting Growth vs Cost00:28:41 Company-Wide Alignment on Priorities00:30:02 Aligning Investor Messaging With Operations00:31:20 Staying Focused on Long-Term Outcomes00:32:27 Customer-First Decision Making00:33:41 Transparency and What Not to Disclose00:34:52 Asking Better Metric Questions00:36:28 Avoiding Data Paralysis00:38:52 Amazon's Weekly Business Reviews00:41:07 Bezos Meetings and the Silent Read00:45:09 The “Question Mark Email” and Customer Anecdotes00:50:22 Unit Economics of a Server and Early AWS Bets00:53:42 Handling Nonpayment Risk00:55:07 Operational Chaos: Perishables and Regulation00:57:04 The “No Eggs in California” Story00:59:31 Treating Escalations as Company Problems01:00:59 Biggest Career Mistake01:02:44 Advice to His Younger Self01:06:34 Tools Finance Uses: Oracle, Bots, IAM, Salesforce, Workday01:09:21 Wildest Expense Attempts01:12:32 Closing Thanks and Credits#RunTheNumbersPodcast #Docusign #CFOInsights #SaaSLeadership #AIManagement 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
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Glenn Snyder and Rosemary Linden to talk about the important role of FP&A in today's business world. They share stories from their careers, including lessons learned from failures, unique requests they've received, and their experiences navigating the complex world of finance.Glenn Snyder brings years of experience in finance and FP&A, focusing on budgeting, strategy, and improving financial processes. Rosemary Linden is the founder and president of Momentum CFO, where she provides fractional CFO services and FP&A consulting. With over 25 years in the industry, she recently won CFO of the Year from the San Diego Business Journal and is passionate about mentoring women in finance.Expect to Learn:How clarity, influence, and foresight define great FP&A workThe importance of empathy and communication in leadership rolesReal-world lessons from career failures and how to bounce backBest practices for budgeting and data governanceHow to make sure your financial forecasting is both transparent and trustworthyHere are a few quotes from the episode:“FP&A is all about helping leaders make better, faster decisions.” – Glenn Snyder“The way you say things can matter just as much as what you say in FP&A.” – Rosemary LindenGlenn and Rosemary shared valuable insights on the strategic role of FP&A, the importance of empathy in leadership, and how to learn from failures. Their stories and advice will help anyone in finance make a greater impact within their organization. Tune in for more practical tips on navigating the world of FP&A!Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rosemary Linden:LinkedIn - https://www.linkedin.com/in/rosemarylinden/Company - https://www.linkedin.com/company/momentumcfo/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:04] – What makes great FP&A[07:00] – Glenn's career failure and lesson[11:06] – Rosemary on empathy and tone in FP&A[19:09] – Managing failure[26:00] – Unusual FP&A requests[38:40] – Streamlining budgeting and setting targets[45:30] – Importance of data governance[49:40] – FP&A's role in raising capital[54:35] – Final thoughts on FP&A's impact
As AI reshapes the modern business landscape, one truth is becoming unmistakable: the partnership between CFOs and CIOs has never been more essential. In this episode of CPM Customer Success, we explore why Finance and IT are being pulled into tighter alignment, and how the organizations that embrace this collaboration are setting themselves up for speed, clarity, and long-term strategic advantage. We look at: Why CFOs and CIOs increasingly overlap in decisions around data, automation, forecasting, and governance How AI exposes gaps in cross-functional alignment, and accelerates the need for shared vision The role OneStream's expert ecosystem plays in creating a common language between Finance and IT A real-world customer example where better collaboration cut a 10-day consolidation issue down to just 3 days Why ongoing guidance matters after implementation, and how Nova Advisory's SMART Services help organizations sustain momentum with proactive, expert support Whether you're a CFO looking to modernize your close, a CIO responsible for data integrity, or a finance leader navigating AI-driven transformation, this episode offers a grounded, practical view of what strong collaboration looks like, and why it's becoming a defining factor in enterprise success.
Welcome to The SaaS CFO Podcast! In today's episode, host Ben Murray welcomes John Glasgow, founder and CEO of Campfire—a fast-growing, AI-powered ERP solution built for modern finance teams. John Glasgow shares his background, from early days in finance at Adobe to leading partnerships at Invoice2Go and the inspiration behind starting Campfire. Together, they explore the challenges of building a next-generation ERP, the role of AI in streamlining finance workflows, and Campfire's rapid rise—including raising $100 million and landing marquee customers in just two years. You'll hear insights on current trends in CFO tech stacks, best practices for disciplined growth, and why accounting is becoming more strategic than ever. Whether you're a SaaS founder, CFO, or just curious about the future of finance software, this episode is packed with honest lessons, actionable insights, and a look at what's next for Campfire and the industry at large. Show Notes: 00:00 "From Finance to Founding Campfire" 03:22 "Building the Modern ERP" 09:58 "Accelerating Growth in ERP Space" 11:44 "AI Growth and Rapid Funding" 14:37 "New Logo ARR Growth Focus" 17:21 "Building ERP: Focus and Conviction" 23:31 Capacity Planning and Growth Strategy 27:23 Finance Software Revolution Insights 28:54 "Ember AI: Agentic Workflows Evolution" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/campfire-raises-3-5-million-in-seed-round https://www.thesaasnews.com/news/campfire-secures-35-million-in-series-a https://www.thesaasnews.com/news/campfire-raises-65-million-in-series-b John Glasgow's LinkedIn: https://www.linkedin.com/in/johnglasgow/ Campfire's LinkedIn: https://www.linkedin.com/company/meetcampfire/ Campfire's Website: https://campfire.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
While AI has fueled exciting opportunities, it has also been the catalyst for fear in the workforce. The companies who will thrive in this era are the ones with a clear plan to leverage AI to empower their people and enhance culture instead of detracting from it. This will become a key competitive differentiator for attracting talent. The right AI strategy will improve your team's day-to-day, enabling them to focus on the exciting and value-driving aspect of their jobs while automating tedious or unnecessary tasks. The office of the CFO often plays a crucial role in adopting new business technologies and understand the importance of achieving ROI, decreasing costs, and improving productivity. Throughout this process, leadership teams must develop receptive, transparent cultures where expectations and AI-associated goals are effectively fostered and administered.Join digital transformation expert Shawn Windle, as he applies over three decades of practical technology experience to tackle one of the most topics businesses face today, “How can we build an award-winning culture via AI?” Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers new Kenworth and Peterbilt battery-electric models, an action plan from a group of state trucking associations and a new CFO at DTNA. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What if customer experience stopped living in customer service and started living in the core of your business? We tackle a listener's challenge and turn it into a practical playbook: define a shared mindset, build a success blueprint tied to revenue and cost, and practice the daily discipline that makes change stick. Along the way, we share the one-line definition leaders can use to rally teams: customer experience is the system we build to deliver on the promises we make.We start by stripping away the fuzziness around CX. Instead of ten different definitions across the company, we push you to craft a clear CX mission statement that guides choices in sales, product, marketing, operations, and HR. From there, we elevate CX from reactive troubleshooting to proactive design—fixing upstream processes that create downstream tickets, refunds, and churn. The message to skeptics is grounded and simple: fewer service issues, lower cost-to-serve, stronger retention, and more referrals.Then we map CX to executive priorities with a customer experience success blueprint. We talk through how to align with the CFO's bottom line, show the CMO how advocacy can lower paid media spend, and help product and operations choose fixes that move the needle. You'll hear how to translate friction into financial levers, set a tight measurement set that includes outcome, perception, and behavior metrics, and build governance that runs like any other business function. Finally, we offer storytelling tips to earn buy-in, celebrate small wins, and keep momentum through the long, non–light switch journey of change.If this resonates, share it with a colleague who still thinks CX is a department. Subscribe for more practical plays, leave a quick review to help others find the show, and send us your questions—your challenges fuel the next conversation.Resources Mentioned:Order your copy of Experience Is Everything -- experienceiseverythingbook.comExperience Investigators Website -- experienceinvestigators.comWant 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/)
In this final Accountants Minute Podcast episode for 2025, Peter Towers is joined by Darren Gleeson, Managing Director of TaxFitness, to explore how benchmarking and virtual CFO services can transform struggling SMEs into top-performing businesses. They discuss why benchmarking against the top 20% (not the average) is critical, how to turn profit gaps into advisory opportunities, and why accountants and bookkeepers must move beyond compliance if they want to stay relevant in an AI-driven world. Perfect for firms ready to lead clients—and their own team—into 2026 with stronger profitability and sharper advisory services. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube
Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
In dieser Folge sprechen wir über die Grundsätze ordnungsgemäßer Planung (GOP 3.0), die der Bundesverband Deutscher Unternehmensberatungen (BDU) 2022 veröffentlicht hat. Während es in der Buchhaltung seit Jahrzehnten klare Standards gibt, herrscht in der Unternehmensplanung oft „Freestyle". Die GOP wollen diese Lücke schließen und zeigen, welche Mindestanforderungen eine professionelle Planung erfüllen sollte. Besonders relevant wird das Thema durch das StaRUG (Unternehmensstabilisierungs- und Restrukturierungsgesetz), das seit 2021 alle haftungsbeschränkten Unternehmen zur Krisenfrüherkennung verpflichtet. Unser Gast: Prof. Dr. Werner Gleißner - Vorstand der FutureValue Group AG - Honorarprofessor für Betriebswirtschaftslehre (Schwerpunkt Risikomanagement) an der TU Dresden - Vorstand der EACVA (European Association of Certified Valuators and Analysts) - Vorstand der Deutschen Gesellschaft für Krisenmanagement (DGfKM) Key Learnings - Planung braucht Struktur: GOP setzen klare Mindeststandards für eine ordnungsgemäße Unternehmensplanung. - Ganzheitlichkeit ist Pflicht: GuV, Bilanz und Cashflow müssen integriert geplant werden. - Ziel ≠ Erwartung: Erwartungswerte für Entscheidungen, Zielwerte für die Steuerung. - Krisenfrüherkennung ist Pflicht: StaRUG gilt für alle GmbHs seit 2021. - GOP als gesetzliche Basis: GOP-konforme Planung ermöglicht wirksame Krisenprävention. - Auch für den Mittelstand machbar: Eine schrittweise Umsetzung ist realistisch. Rechtlicher Hinweis Die in diesem Podcast geteilten Informationen dienen ausschließlich zu Informationszwecken und stellen keine Rechts-, Steuer- oder Unternehmensberatung dar. Für konkrete Fragestellungen wenden Sie sich bitte an einen qualifizierten Berater.
She Thinks Big - Women Entrepreneurs Doing Good in the World
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7What if scaling back didn't have to mean awkwardness or guilt?In this episode, Suzanne talks about how she reduced her hours, increased prices, and let go of not-fitting clients in a way that still felt kind — kind enough that she'd be perfectly happy to bump into past clients at the post office. If you're craving fewer hours but want to handle the transition with warmth and respect, this conversation shows exactly how that can look.…Link to full shownotes: https://www.businessstrategyforcpas.com/376…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
At 19, working part-time in a bank branch while attending college, Ed Hagan made a simple recommendation: expand the branch. The idea was taken seriously enough that he was transferred to the bank holding company's finance and accounting department, where he suddenly found himself helping with acquisitions, preparing board materials, and contributing to an IPO. The exposure was far greater than he expected at that age, Hagan tells us, and it sparked a curiosity that would shape his entire career.That early experience with real-world complexity led him to KPMG—then Pete Marwick—because the firm audited the bank. There, he spent roughly 20 years, including a decade as partner, learning “every day” and taking on global finance transformation work. When the consulting arm later separated into BearingPoint, Hagan continued building capabilities, eventually moving to London to grow a financial services practice from just a few people to a couple hundred.After 21 years in consulting, he felt ready for a different kind of problem-solving. He joined a private-equity and family-office environment, then built a fractional CFO and outsourcing practice that connected him with growth-stage founders. One of those clients—Satisfi Labs—would draw him back into the intersection of finance and technology.Satisfi Labs, Hagan tells us, is an agent platform designed for live experiences like sports, entertainment, and tourism. The company blends proprietary technology with LLMs such as OpenAI and Gemini, packaging them into solutions that make “AI hireable.” Today, the platform supports about two-thirds of North American professional sports teams and continues expanding across venues, theme parks, museums, and tour operators.
Daryl Bacongco is Founder at DoroShop. DoroShop is an e-commerce platform that connects local artisans and producers with consumers seeking authentic regional products, and enhances accessibility to traditional delicacies and souvenirs, thereby supporting small businesses and promoting local culture. This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:01:04 Ano ang DoroShop?03:43 What problem is being solved? 08:06 What solution is being provided? 19:40 What are stories behind the startup? 26:12 What is the vision? 29:38 How can listeners find more information?DOROSHOPFacebook: https://facebook.com/profile.php?id=61567055663867MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS 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
In this episode of SoundPractice, host Mike Sacopulos explores the critical skill of strategic thinking with Michael Gardner, MD, vice president and administrator of Women's and Children's Hospital at University Health in San Antonio, Texas. Gardner shares his extensive journey through physician leadership and breaks down why strategic thinking is essential for physicians who want to shape the future of healthcare. Michael Gardner is board certified in obstetrics and gynecology as well as maternal fetal medicine. He is a certified physician executive (CPE) and in 2025 became a fellow of the American Association for Physician Leadership. Why strategic thinking matters for physicians: Physicians bring a unique perspective that is essential for improving American healthcare. With healthcare consuming roughly 20% of GDP and outcomes that lag behind other developed nations, physician leaders must actively participate in strategic decision-making rather than exclude themselves from these conversations. Strategic vs. clinical thinking: While clinical thinking focuses on immediate patient care with narrow attention to detail, strategic thinking requires a broader view of internal and external environments, long-term organizational goals, and the ability to embrace foresight and ambiguity. The key difference lies in scope and timeline — strategic thinking means planning months and years ahead. Strategic thinking can be learned: Though some physicians may naturally gravitate toward systems-level thinking, strategic thinking is a skill that can be developed through mentorship, education, practice, and progressive leadership experiences. Starting with smaller leadership roles and building confidence prepares physicians for larger strategic challenges. Physician leaders as translators: Successful physician leaders must learn to speak both clinical and business languages. While they don't need to match their CFO's financial expertise or their COO's operational knowledge, they must understand enough to communicate effectively with administrative colleagues and translate strategic concepts back to medical staff. Gardner and his colleague Mark Guadagnoli, PhD, are developing a strategic thinking and planning course series for AAPL, including: - An online strategic thinking course - "The Who, What, Where, and When of Strategic Planning" course - A hybrid strategic planning workshop in 2026 where participants will create actual strategic plans with ongoing guidance and feedback. Learn more about the American Association for Physician Leadership at www.physicianleaders.org
Westfair Business Journal's Inaugural Hispanic Innovators Awards highlights the extraordinary impact Latino-owned businesses have on the strength and direction of the U.S. economy. These visionary entrepreneurs are responsible for creating two-thirds of all new jobs nationwide and contribute nearly half of all private-sector output, fueling growth, opportunity, and community advancement. Held on Thursday, December 4th, 2025, at the CV Rich Mansion in White Plains, the event was more than an awards ceremony—it was a dynamic celebration of the Hispanic business community, recognizing innovators whose dedication, creativity, and leadership are shaping industries and expanding economic progress. Westchester Talk Radio was there to capture the energy and stories of the evening, as leaders and entrepreneurs came together to share ideas, build relationships, and elevate the momentum of Hispanic innovation. Bob Marrone spoke with Leidy Nunez, CFO of DR Bank, who discussed leadership in the financial sector and the value of representation in executive roles.
Since being appointed CFO, Ingoglia has been striking fear in local government officials when he shows up to conduct audits, digging deep on how municipalities are spending tax dollars. Gov. DeSantis has endorsed Ingoglia in his official run to remain CFO. Florida's version of DOGE, plus continued illegal immigration focus.
On this eye-opening episode, Mike welcomes filmmaker and television veteran Del Bigtree of The HighWire to discuss his newest documentary, An Inconvenient Study—a film that investigates what happened to the most thorough childhood vaccinated vs. unvaccinated study ever done. They discuss how Del convinced a doctor at one of the most prestigious health institutes in the nation to conduct the study, the shocking findings, and why the study has never seen the light of day… until now. Tip o' the hat to our excellent sponsors AuraFrames.com/Mike Use code MIKE to get $55 off their limited-edition Stone Collection frame. PureTalk.com/Rowe Get unlimited talk, text and data for $29.95 p/month for LIFE. GoodRanchers.com Use code MIKE to get $40 off plus free meat for life with new subscription. NetSuite.com/Mike Download the CFO's Guide to AI and Machine Learning
Many owners struggle to make a profit and to pay themselves. This inevitably will lead to burn out and disillusionment and sadly for many closing down the shop before ever really seeing what it's potential could have been. Making money in your cafe has a lot to do with how well you track and manage what you already make. Enter the Profit First system and the coach who helps apply it to the world of coffee shops, Kim Logsdon! Kim Logsdon is a long time CFO and financial consultant who has worked with business owners and entrepreneurs for the past 30 years. She started her consulting journey in banking working with entrepreneurs and private equity advisors providing them with financial services and credit facilities to grow and expand their businesses organically and through acquisitions. Kim has also had substantial personal experience as an entrepreneur and business leader where she further deepened her expertise that her clients today rely on to help them navigate their own journeys. Among the entrepreneurs Kim works with, she has a particular focus on coffee shops and coffee roasters to help them with cash flow issues and achieve financial stability through here personal caching using the Profit First methodology. She also help streamline operations with Pumpkin Plan business strategies and is launching the Money Habit Mentor program to help owners and team achieve financial freedom in their personal lives. In todays episode we will be discussing: What is Profit First and why might you need it Why do owners pay themselves last? Why managing money well and specifically is the key to stability How to go about applying this framework to your business How much should you be saving and investing? Common hurdles or points or resistance The real cost of not managing finances and the real profits to be had Links: https://kimlogsdon.com/ Related episodes: SHIFT BREAK! The Two Kinds of Margin You Need in the Cafe 202 : Mastering your Finances and Accounting w/ Keila Hill-Trawick of Little Fish Accounting 223 : Building a Financially Resilient Business w/ Andrew Carroll KEYS TO THE SHOP ALSO OFFERS 1:1 CONSULTING AND COACHING! If you are a cafe owner and want to work one on one with me to bring your shop to its next level and help bring you joy and freedom in the process then email chris@keystothshop.com or book a free call now: https://calendly.com/chrisdeferio/30min SPONSORS Want a beautiful coffee shop? All your hard surface, stone, Tile and brick needs! www.arto.com Visit @artobrick The world loves plant based beverages and baristas love the Barista Series! www.pacificfoodservice.com
Abbey Rose—aka the Spiritual Accountant—shares her journey from traditional tax work and running an accounting practice… to a total life collapse, bankruptcy, and a profound spiritual awakening that reshaped how she sees money, value, and power. We dig into how modern economies actually work, why outsourcing your power to "money" keeps you stuck, and how to build energetic value that translates into aligned income. What we cover Abbey's "dark night of the soul": leaving a CFO role over embezzlement, a business breakdown, divorce—and the inner voice that said "trust." What she learned studying budgets, bonds, and "debt-based" money systems—plus what that means for everyday earners and creators. Why "money loves me" isn't enough—and how to stop putting dollars on a pedestal. Energetic value > bank balance: time, skills, attention, care, and leadership as the engines of income. Practical ways to increase your charge (and why low/high frequency states matter for results). Her biggest advice for financial independence: stop taking advice from people who aren't where you want to be—back yourself. Connect with Abbey's Facebook group: Untethered (search on Facebook). Connect with Jen Join the Manifestation Playground on Skool Instagram → @manifestationandmoneypodcast Email → the4leaflifestyle@gmail.com Cheers to creating a life you love!
Most entrepreneurs stay stuck for one simple reason: they do bookkeeping for taxes, not for leadership. They record their numbers, send them to the accountant, hope the IRS is happy… and then cross their fingers the rest of the year. But, you can't lead a business with guesses, gut feelings, or your bank balance alone. In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., covers the same systems she used as a corporate CFO in boardrooms with top executives and brings them to entrepreneurs through Kickstart's 3-step framework, so you can stop guessing and start leading like a CEO. Key Takeaways: Bookkeeping with Intention: Most business owners treat bookkeeping like a chore—something to check off for tax time. But messy books create messy data, and messy data leads to bad decisions. At Kickstart, we use bookkeeping with intention: A strategic chart of accounts Every transaction categorized with purpose No random QuickBooks buckets When your data is clean and intentional, it becomes insight, not noise. The Snapshot: Once your financial foundation is solid, you need clarity you can actually see. That's where the Snapshot comes in—a simple, visual report that shows: Revenue and profit trends Top five expenses Net income Where your cash is actually going One client came to us making $400,000/year but was constantly overdrafting. Once she saw her Snapshot, she discovered her contractor expenses had quietly jumped 30%. Within 90 days she was able to course-correct and become profitable again. That's not luck, it's leadership through clarity. The Strategic System: Knowing your numbers is one thing. Using them is where everything changes. Our strategic system helps you turn data into direction, month after month. Kickstart clients receive: A personalized Snapshot A monthly financial theme created by Danielle based on what we're seeing across hundreds of businesses. Weekly Business by The Books episodes that unpack each theme Financial education videos The Kickstart Kit worksheets – The same tools Danielles uses to run her own seven-figure company Together, these create a rhythm that keeps you focused, aligned, and growing. Topics Discussed: (00:00) Intro: Why Entrepreneurs Stay Stuck & The Problem with "Bookkeeping for Taxes" Only (00:58) Danielle's Experience as a Corporate CFO & What Entrepreneurs are Missing (02:41) Step 1: Bookkeeping with Intention & Building a Strategic Chart of Accounts (04:39) Promo Break: Kickstart Accounting's "Check Your Books" Service (05:52) Step 2: The Snapshot – Your Monthly Clarity Dashboard (07:33) Real Client Example of How Clarity Leads to Quicker Course Correction (08:20) Step 3: The Strategic System – Tools & Resources That Turn Numbers Into Action (11:34) Leading Like a CEO & Your Roadmap to Getting Unstuck (14:43) Outro: Like, Share and Subscribe! Resources: Check Your Books | kickstartaccountinginc.com/checkyourbooks CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/ Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
The Conscious Edge Podcast: Redefining Wealth as a Whole Human Experience
Kyrah Coker, President and CFO of National Roofing Partners, joins Voices of CFMA to share how she aligns finance and operations through stronger WIP education, projected billings, and practical data analytics. She talks about right-sizing an overgrown tech stack, using dashboards to connect daily billings, backlog, and pipeline, and why mentorship, authenticity, and creating more seats at the table are essential for the next generation of construction financial leaders.
In an era where the average CFO tenure is shrinking, Dallas Clement, CFO of Cox Enterprises, has built a remarkable 35-year career defined by loyalty, adaptability, and strategic leadership. From his early days navigating the analog-to-digital media shift to steering a diversified $23 billion enterprise through the age of AI and transformation, Dallas shares how the future of the CFO role is no longer about crunching numbers but about leading with credibility, clarity, and calm in times of uncertainty. He and host Jack McCullough unpack lessons on mentorship, building high-performing teams, partnering with CEOs, and turning personal challenges—like dyslexia—into authentic leadership strengths.
Send us your thoughtsIn this episode of the CFO 4.0 Podcast, recorded in partnership with ACCA, Hannah Munro is joined by Nicolas Raynaud FCCA, CFO at the Science Museum Group. Nicolas shares a frank and practical view of what it really takes to settle into a new CFO role and why those early months demand clarity, curiosity and steady judgement.In this episode, Nicolas covers Why the first 100 days start with understanding the organisation you're joining, not diving into delivery How to diagnose whether you're entering a growth phase, a turnaround or a realignment The importance of preparing before day one and validating the brief you were given How to balance early stakeholder engagement with the pressure to act What to do when your findings don't match expectations, and how to handle difficult course correction Why staying open minded, curious and willing to learn will set the tone for long term successLinks mentionedNicolas' Linkedin Learn more about the Science Museum Group Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
THE Sales Japan Series by Dale Carnegie Training Tokyo, Japan
Most salespeople don't lose deals in the meeting—they lose them before the meeting, by turning up under-prepared, under-informed, and aimed at the wrong target. Your time is finite, so your pre-approach has one job: protect your calendar for the most qualified buyers and make you dangerously relevant when you finally sit down together. Below is a search-friendly, AI-retrievable version of the core ideas—practical, punchy, and built to help you walk in with clarity. How do you qualify who's worth meeting before you waste time? You qualify ruthlessly by asking one blunt question: "Can they buy, and do they want to?" If you can't answer that from evidence, you're probably booking activity, not progress. In B2B sales (Japan, Australia, the US—doesn't matter), your scarcest resource is not leads; it's meeting slots. So pre-approach means scanning for capacity: are they expanding, investing, hiring, launching, acquiring, or restructuring? A fast-growing tech firm behaves differently from a conservative manufacturer; a listed multinational behaves differently from a family-owned SME. Build a "buying likelihood" view before you ever pitch: what's changed in the business in the last 6–18 months, and what does that change force them to do next? Answer card: Meet buyers with clear capacity + trigger events. Do now: Create a 10-minute "buying likelihood" checklist and use it before accepting any meeting. What research should you do on the company before you meet them? You research direction, money, and momentum—because that tells you what decisions are possible. Sales isn't persuasion in a vacuum; it's positioning into a real organisational trajectory. Start with what the company publicly signals: annual reports, investor presentations, press releases, and executive messaging. Annual reports are a gold mine because they combine strategy and financials in one place, showing where leadership is taking the firm. Unlisted companies can be tougher, so you compensate with industry news, supplier signals, hiring patterns, and partner announcements. Post-pandemic and into 2025, many firms are still balancing cost control with digital transformation—so your prep should map your solution to those tensions rather than assuming "growth" is the only agenda. Answer card: Strategy + financial reality = what they can say "yes" to. Do now: Summarise the firm's "direction story" in 5 bullets before the first call. How do you find champions and inside insights without being creepy? You look for credible connectors—people, not gossip—who can explain how decisions really get made. Done well, this is professional intelligence, not stalking. Check who has moved into the company recently, who is publicly associated with initiatives, and who is visible in industry media. Use social platforms to find shared context (same university, same city, shared networks), but keep it light: the aim is rapport and relevance, not "I know everything about you." Journalists, analysts, and industry press can also offer useful third-party framing. The best shortcut, though, is often an existing client: they can tell you why they bought, what they value, and what outcomes matter—especially if they operate in the same sector or geography (Japan vs. Australia vs. the US can change the buying rhythm dramatically). Answer card: Find a guide to the decision maze—then validate it. Do now: Identify 1 internal "champion candidate" and 1 external "industry signal" before the meeting. What should you assume the buyer is thinking before you walk in? Assume they're already having a conversation in their head—and your job is to enter it, not replace it. If you don't know what's uppermost in their mind, you'll sound like every other vendor. Industry patterns help here. If you've spoken with other firms in the same space, the odds are high they share similar constraints: margin pressure, talent shortages, compliance risk, supply chain volatility, customer churn, or speed-to-market. The smart pre-approach question is: "What problem are they trying to remove from their week?" Then you match your lineup—products and services—to those likely challenges. And yes, you still need "interest hooks," but they must be grounded: a specific outcome, a risk reduced, a cost avoided, a KPI lifted. Answer card: The buyer's internal dialogue is your real agenda. Do now: Write 3 likely buyer worries + 3 outcomes you can credibly produce. How do you use existing customers to sharpen your pitch? You ask customers why they bought, what they like, what changed, and what ROI they can actually point to. That's how you turn vague claims into believable value. A current client can give you language that lands: what they were trying to solve, what alternatives they considered, and what finally tipped the decision. Ask how they use your solution and what results they've seen. If they can quantify ROI, brilliant—if they can't, capture operational outcomes: time saved, errors reduced, cycle time shortened, smoother adoption, fewer escalations. Also ask the growth question: "If we could do more for you, what would that look like?" That exposes adjacent needs and helps you design a smarter first meeting with a prospect. Answer card: Customer truth beats salesperson theory every time. Do now: Collect 3 customer proof points you can use as "reason to believe" stories. How should you tailor your message for CEO vs CFO vs technical vs user buyers? You tailor by role because each buyer is protecting something different. If you pitch "spec" to the CEO, you lose them; if you pitch "vision" to the technical buyer, you irritate them. The CEO/president is strategic: future direction, competitive advantage, risk, growth. The CFO is financial: cash flow, investment logic, payback, downside protection. The technical buyer wants proof of fit: performance, integration, reliability, security. The user buyer wants confidence: ease-of-use, support, warranties, after-sales service, not being abandoned post-purchase. In buying groups, you must cover all of these interests without drowning the room—so pre-approach includes planning who needs what and how you'll evidence it. Answer card: Same solution, different "why it matters." Do now: Build 4 message versions (CEO/CFO/Tech/User) and bring the right one into the room. Final wrap: what should salespeople do now to win before the meeting? Pre-approach is the mark of the professional. Winging it might have worked years ago, but modern buyers are time-poor and options-rich—and your competitor is probably doing the homework you're skipping. Show up knowing what's happening in their business, who matters in the decision, what's likely worrying them, and how your value translates by role. That's how you "WOW" buyers: not with polish, but with relevance. Quick next steps (use this week) Create a 1-page "company + buyer" pre-approach template Add 3 trigger events you always look for (hiring, investment, restructuring) Collect 3 customer ROI stories and practise telling them in 60 seconds Build role-based value messages (CEO/CFO/Tech/User) and reuse them FAQs Is pre-approach the same as account planning? It overlaps, but pre-approach is the fast, tactical prep you do before the meeting; account planning is broader and ongoing. What if the company is private and information is limited? Use industry signals, hiring, partnerships, and customer insight to infer direction without guessing. How do I prepare for a buying committee? Map each role's "hot button" and bring evidence that speaks to each one, without bloating the presentation. Author Bio Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. Greg has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).
At first, we wondered why Zane Rowe was once again leading us back to Continental Airlines. With notable CFO tenures at VMware and EMC—chapters rich with transformation—surely there were fresh stories to surface.But as Rowe began tracing the logic behind flight profitability, route modeling, and data-rich decision making, the relevance snapped into focus. His Continental experience isn't just a recurring anecdote; it's the lens through which he still interprets complex systems today. That early foundation made this discussion every bit as insightful as our last—especially as he connected those lessons to Workday's AI trajectory and the accelerating pace of strategic decision making.“I spent a lot of time in the airlines in what we called flight profitability,” Rowe tells us. At Continental, he helped build systems to understand which routes truly created value when full planes were still losing money, he tells us. That work, grounded in heavy telemetry and EMC technology, showed him how finance could move from reporting results to reshaping the route portfolio, he tells us.In his first conversation with CFO Thought Leader, Rowe walked through those early chapters—from revenue management at a post-bankruptcy airline to a bold sales pivot at Apple and multiple CFO roles in technology, he tells us. In this second interview, he returns to the same storyline but takes it one step further, drawing a direct line from that profitability model to today's AI-driven world, he tells us.Now, as Workday's CFO, he describes AI as an equalizer that lets small teams run multiple forecasting models and ingest far more variables in cash projections than before, he tells us. He points to “Everyday AI,” a company-wide initiative, and a cross-functional AI leadership group that pushes common tools, responsible use, and regular check-ins on what is changing in the work itself, he tells us.Rowe's finance strategic moment this year is “recognizing the importance of investing more into AI”—organically and inorganically—because peers are not standing still and customers want those capabilities, he tells us. With a total addressable market “in the hundreds of billions of dollars” and revenue “much less than that,” he frames leadership now as deciding where to lean in hardest, he tells us.
Neste episódio do podcast Do Zero ao Topo, do InfoMoney, apresentado por Mariana Amaro conversa com duas personalidades fundamentais por trás do crescimento e expansão das Drako academias e da fabricante nº1 de equipamentos de musculação do Brasil, a Cimerian. Primeiro, Marcio Jordis Gaspar, CEO e fundador das duas empresas que se tornaram referência no ecossistema fitness. Ele conta como começou sua trajetória profissional ainda jovem, pintando casas, descarregando caminhões e trabalhando em fábricas, e como essas experiências o prepararam para empreender do zero. Márcio compartilha também sua visão sobre o mercado fitness, o papel da inovação e da disciplina na gestão empresarial, além de dividir lições de vida, referências de leitura e conselhos para quem sonha em criar algo grande a partir do nada. Em seguida, Gabriel Pereira, CFO da Drako e da Cimerian, conta como surgiu a ideia da franqueadora de academias, os objetivos do grupo e como o negócio pretende se expandir nos próximos anos. *Este é um conteúdo patrocinado pela Drako e pela Cimerian, produzido em parceria com o InfoMoney*
Jhayne Jaira Bonduquin is Co-Founder at Alapaw. Alapaw is a real-time bus tracking system that enhances commuting by providing accurate arrival estimates, notifications, and transit details, thereby reducing waiting time, improving travel efficiency, and ensuring a more convenient experience for commuters. This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:01:17 Ano ang Alapaw?02:06 What problem is being solved? 06:50 What solution is being provided? 17:26 What are stories behind the startup? 23:04 What is the vision? 27:38 How can listeners find more information?MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS 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
Women in Chemical's interviews, Jessica Quearry, CFO at Suffolk for Woman of the Week 12/08/2025.
If you're doing deals but still feel broke, this episode is your wake-up call. CFO and Profit First for Real Estate Investing author David Richter breaks down the exact system hundreds of investors use to finally keep their money, build stability, retire their W-2, and stop living deal to deal. Hosted by Brent Bowers of Wholesaling Inc, this episode gives you the simplest way to set up Profit First—even if you're brand new, working a 9–5, or doing your first deal.Learn how to structure your bank accounts, protect your profit, cut unnecessary expenses, and build long-term financial freedom without needing to scale to 100 deals. For more land opportunities, join The Landsharks Program.---------Show notes:(0:40) Beginning of today's episode(2:00) The three numbers every investor must know(6:00) David's story(10:10) The envelope method(11:32) Opening 2 accounts in OPEX(17:33) Implementing the Profit First System(29:09) Creating a fun account(35:00) What's working on today's market----------Resources:Profit First Real Estate InvestingThe Secret Life of Real EstateQuickbooksSimple CFORich Dad Poor DadOPEXMailchimpActive CampaignPydriveLand Sharks Data Talk to People To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?
In this inspiring episode of That Entrepreneur Show, Vincent A. Lanci welcomes Shirin Behzadi—entrepreneur, board advisor, investor, and author of The Unexpected CEO. Shirin shares her remarkable journey from fleeing chaos in Iran, arriving in the U.S. alone at 17, and working as a gas station cashier behind bulletproof glass… to ultimately scaling a franchise company to nearly $1 billion in systemwide sales.Shirin opens up about:-How adversity became her greatest superpower-The mindset shift that turned hopelessness into her North Star-Lessons from leading cultural transformations and navigating private equity -Why empathy, listening, and integrity aren't soft skills—they're competitive advantages -The courageous decisions that shaped her path from EY to CFO to founder -The story behind her book and the timeless principles she uses to help companies growShirin's journey is a testament to resilience, vision, and believing you can—long before anyone else does.Tune in to learn how to define your vision, trust your path, and harness adversity to build the life and business you dream of.Support the showRemember to subscribe for free to stay current with entrepreneur conversations. Want the episode freebie or have a question for our guest or Vincent? Interested in becoming a guest or show partner? Email us.This Episode is Brought to You By: Coming Alive Podcast Production: www.comingalivepodcastproduction.com Music Credits: Copyright Free Music from Adventure by MusicbyAden.
Imagine spending $75,000 on Amazon ads and selling… just one $40K tiny home. That's exactly where our guest Caroline found herself after leaving her CFO job and investing $750K into luxury prefab homes. In this episode, she jumps on an onboarding call with Michael from Ad Badger to figure out how to fix a broken PPC strategy, stop wasting money on ridiculous keywords like “IKEA hats,” and actually scale her business. Listen in as they break down long sales cycles, high-ticket ad spend, and the exact steps to go from losing $10K per month to dominating the tiny home market on Amazon.
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
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");
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