Podcasts about cfo

Shannon discusses the importance of understanding key financial metrics, such as offer profit and operating profit, and their impact on overall business health. She introduces her five-step 'Profitable Scaling Playbook' and shares practical tips for managing cash flow and optimizing customer value.   Whether you're a small business owner or running a larger enterprise, this episode provides actionable advice to ensure you're not only earning well but keeping it too. Tune in to transform your financial management and build a more profitable and sustainable business.   This episode originally aired on Medspa Success Strategies Podcast: https://medspamagicmarketing.com/podcast/   What you'll hear in this episode: [1:40] The Profitable Scaling Playbook: An Overview [6:50] Common Financial Pitfalls and Solutions [13:30] Marketing Strategies for Med Spas [24:15] The Three-Visit Rule in Consumer Psychology [28:35] Creative Discount Strategies for Customer Retention [31:20] The Importance of Tracking and Data in Business [33:25] Responsible Debt Management for Business Growth [36:20] Cash Flow Management Tips for Business Owners [40:30] Key Habits of Successful Med Spa Owners   Check out the Medspa Success Strategies Podcast: https://medspamagicmarketing.com/podcast/   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

This week in eTown we revisit a show that features two musicians from the great white north of Canada. Feist and her band make their first appearance along with fellow eTown neophyte, Sam Weber. Nick also has a chat with Sarah Townes, the CFO of the American Solar Energy SocIety, about aiding Native Americans in South Dakota. That's all this week on eTown!   isit our Youtube Channel to see artist interviews, live recordings, studio sessions, and more! Be a part of the audience at our next recording: https://www.etown.org/etown-hall/all-events/ Your support helps us bring concerts, tapings and conversations to audiences while fostering connection through music, ideas and community. If you'd like to support eTown's mission to educate, entertain and inspire a diverse audience through music and conversation, please consider a donation: https://www.etown.org/get-involved/donate-orig/.

In this episode, Jenni Alvey, CFO of IU Health, shares insights on navigating workforce challenges, advancing care affordability, and preparing for major system initiatives including a new downtown hospital and Epic implementation. She also reflects on leadership lessons that shape her approach to healthcare finance today.

What happens when you stop trying to serve everyone and commit to a few high-level clients?Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence.She explains transparent tiered pricing, catching scope creep early, and giving upgrade/downgrade paths.If you want a calmer, profitable firm by serving fewer, better clients, this episode maps it.…Link to full shownotes: https://www.businessstrategyforcpas.com/364…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…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. …Connect with Radhika:https://www.sundaraccounting.com/https://www.linkedin.com/in/radhika-sundar-a854b819/

When Damon Lee reflects on his first conversations with C.H. Robinson's CEO, he recalls how natural the alignment felt. “We spoke the same language. We were finishing each other's sentences,” Lee tells us. For a finance leader whose ambition had long been to step into the CFO chair, the clarity of vision he encountered at Robinson made the opportunity stand out.Lee emphasizes that Robinson's longevity mattered. “A company that survived and thrived for 120 years—that's special in its own right,” he tells us. The business, rooted in logistics services, relies on people as its core differentiator. “Our people really make the difference with our customers,” he adds, underscoring why the culture resonated with him.What sealed the decision, however, was the simplicity of the CEO's plan. “We're going to outgrow the market, we're going to expand our operating margins, we're going to do both,” Lee recounts. Complexity, in his view, often derails execution. A straightforward mandate with conviction behind it gave him confidence that transformation was possible.The CEO, Lee notes, wanted more than a traditional finance executive. He wanted someone who could “show up like a CEO,” bring lean discipline, and act as a true partner in reshaping the company. For Lee, this aligned perfectly with the operational mindset that had guided his career.After more than a year in the role, he reflects simply: “We're winning in the marketplace. We're winning in the eyes of investors. So certainly it was the right move for me, no doubt.”

Getting fired doesn't mean you failed. It means you're in powerful company and standing at a new beginning. In this episode, I share how getting fired pushed me out of a life I'd outgrown and into my purpose. I break down how to turn uncertainty into possibility, why responding, not reacting, gives you instant power in any room, and a sample script for confronting workplace bullying. Get ready to choose FAITH over fear so the right doors start opening. In This Episode You Will Learn Why GETTING FIRED puts you in GOOD COMPANY. How to spot your “MAGIC moments” and turn them into a purpose. A sample SCRIPT to ADDRESS workplace bullying with confidence. How to SPOT and ASK for signs that confirm your direction. Framework to PROTECT your mindset during setbacks. PRACTICES to lead with gratitude, and move with faith over fear. Resources + Links Sign up for a one-dollar-per-month trial period at shopify.com/monahan Download the CFO's Guide to AI and Machine Learning at NetSuite.com/MONAHAN. Want to do more and spend less like Uber, 8x8, and Databricks Mosaic? Take a free test drive of OCI at oracle.com/MONAHAN. Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Get 15% off your first order when you use code CONFIDENCE15 at checkout at jennikayne.com. Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn

Rod and Karen are joined by Dee of the Bad and Boozy Podcast to discuss the Marion House 5K Race to Embrace Independence, being a CFO of a non-profit, how this administration changes the way things work, being directly around the women she’s helping in this new role, trying to collect money in this economic environment, what all can people give, Black Capitalism (112, Queen Latifah, Ruby Bridges, Lil Yachty), Gender Wars, man arrested for driving in Barbie toy jeep, man kills roommate over remote, Florida man uses bug spray as weapon and sword ratchetness. Patreon: https://www.patreon.com/theblackguywhotips Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rodimusprime⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SayDatAgain⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TBGWT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheBlackGuyWhoTips⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblackguywhotips@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blog: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theblackguywhotips.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Teepublic Store⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon Wishlist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crowdcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Voicemail: ‪(980) 500-9034 Marian House 5K: https://secure.qgiv.com/event/17thannualracetoembraceindependence/account/2049553/ Go Premium: https://www.theblackguywhotips.com/premium/See omnystudio.com/listener for privacy information.

In this episode of the Investor Fuel Podcast, host Michelle Kesil speaks with Evans Gedeon, a fractional CFO and real estate development advisor. They discuss Evans' dual business model, focusing on fractional CFO services for contractors and real estate development advisory. Evans shares insights on how he helps clients increase profitability, the importance of technology in his business, and his future goals for scaling. He emphasizes the value of building relationships and serving the community, particularly in the real estate sector.     Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

On this special episode of Brookfield Perspectives, Nick Goodman, President and CFO of Brookfield Corporation, and Sachin Shah, CEO of Brookfield Wealth Solutions, share some of their top takeaways from Brookfield Investor Day 2025. Listeners of this podcast should refer to the ‘Endnotes' and ‘Notice to Recipients' contained in BN's Investor Day Presentation (https://bn.brookfield.com/sites/brookfield-bn-v2/files/BN-IR-Master/Presentations/2025/bn-investor-day-presentation-2025.pdf), available on BN's website.

On this special episode of Brookfield Perspectives, Connor Teskey, President of Brookfield Asset Management, and Hadley Peer Marshall, CFO of Brookfield Asset Management, share some of their top takeaways from Brookfield Investor Day 2025. Listeners of this podcast should refer to the ‘Endnotes' and ‘Notice to Recipients' contained in BAM's Investor Day Presentation (https://bam.brookfield.com/sites/brookfield-bam-v2/files/BAM-IR-Master/Presentations/2025/bam-ir-day-sep-2025-presentation.pdf), available on BAM's website.

There are hundreds of SaaS metrics, but which ones truly matter for SaaS leaders who want to scale, raise capital, and maximize company valuation? In episode #313, Ben Murray breaks down the five essential metrics every SaaS executive must understand — whether you're a founder, CFO, or operator. From bookings to retention, gross profit, OpEx, and the ROSE efficiency metric, you'll learn how to read your SaaS P&L like a top operator, and why these metrics are critical to driving durable growth, improving investor metrics, and strengthening your business model. What You'll Learn Bookings – Signed contracts for ARR commitments, the fuel of your revenue engine. Retention – Gross revenue retention, net revenue retention, and customer retention are the ultimate health checks for recurring revenue. Margins (Gross Profit) – Why accurate COGS vs. OpEx separation matters for forecasting, profitability, and valuation. OpEx Profile – How much you should invest in R&D, sales, marketing, and G&A as a percentage of revenue. ROSE Metric (Return on SaaS Employees) – A powerful measure of organizational efficiency and path to profitability, stronger than revenue per FTE. Why These Metrics Matter Finance & Accounting: They form the backbone of your SaaS P&L and cash flow forecasting. Investor Metrics: Investors use these to evaluate efficiency, scalability, and risk. Valuation: Strong retention, margins, and efficiency drive higher SaaS valuations. Business Leaders: Understanding these numbers enables smarter decisions at both the departmental and company levels. Resources Mentioned Free Webinar – Deep dive into these five metrics, plus tips, frameworks, and pro insights: https://www.thesaasacademy.com/pl/2148701264 Quote from Ben “Every SaaS leader doesn't need to calculate these metrics themselves — but they must understand them. These numbers tell the story of your business.”

Motheo Khoaripe speaks to Morne Wilken, CEO of Hyprop Properties, and Raj Nana, CFO of Attacq, about their respective REITs’ strong annual performances, driven by strategic growth in retail and flagship developments like Waterfall City. In other interviews, John Manyike, Head of Financial Education at Old Mutual, talks about the significance of customary marriages in South African heritage and explores their financial and legal implications. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

What happens when the interviewer becomes the interviewee? In this special crossover episode, Mike Richards switches sides of the microphone as a guest on Seth Marlowe's – The Treasury Whisperer's Talkcast podcast - sharing his journey, insights, and why the profession is anything but boring.Together, they unpack the myths, challenges, and evolving opportunities shaping the treasury profession today.Mike Richards is the CEO & Founder of The Treasury Recruitment Company and host of the popular Treasury Career Corner podcast, which has nearly 400 episodes and more than 200,000 downloads. For over 25 years, he's been connecting treasury professionals with career-defining opportunities, building world-class treasury teams, and sharing their stories with the wider profession.What You'll Hear in This EpisodeThe unexpected way Mike fell into treasury recruitment and why he never leftHow The Treasury Career Corner podcast grew from a 10-episode idea into nearly 400 episodes and 200k downloadsWhy treasury teams of just 2–3 people are often the hidden heroes in global companiesThe reality of moving from banking to corporate treasury, including pay cuts and steep learning curvesWhy professional qualifications (CTP, ACT and others) matter for long-term career growthThe evolution of the treasurer's role toward becoming a deputy CFO and trusted partnerPractical advice for mid-level professionals: 30/60/90-day plans, celebrating wins, and documenting achievementsHow to approach networking the right way - whether at conferences or within your own organisationThe biggest myth Mike wants to bust: Treasury is not boring - it's strategic, vital and coolYou can connect with Mike Richards on LinkedIn. You can connect with Seth Marlowe on LinkedIn. ---

Revolutionize your perspective on financial leadership in the digital age, where the dynamic interplay of data and AI is fundamentally reshaping the CFO's role. Tune into a captivating conversation with Tod Crane, the astute CFO of Domo, a cutting-edge cloud-based data and AI platform. From his roots on an Idaho potato farm to navigating the complexities of a tech unicorn's IPO, Tod delves into how his journey forged his unique financial acumen, emphasizing the crucial balance of strategic partnerships, seamless transitions to public life, and the relentless pursuit of measurable value through insightful, data-driven decision-making across every facet of an organization.

We've all been there: ghosted by a potential client and wondering what went wrong. But radio silence doesn't have to be the end…Get to the bottom of WHY you've been ghosted, and Gary Gamp has the steps to turn it around - this week's Company Doctor Podcast holds the keys to engineering momentum and landing the deal that currently looks impossible.Key takeaways from this episode:Diagnose before you chase: label the silenceEngineer momentum, don't hope for itSafe, Simple, StatusSend us a textLinks & references: https://www.thecompanydoctor.com/Gary Gamp: https://www.linkedin.com/in/garygampGeorge Clode: https://www.linkedin.com/in/georgeclodeGary's new book, Career Catalyst - available online now: https://www.amazon.co.uk/Career-Catalyst-Secret-Skills-School-ebook/dp/B0DFYVG6XY/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=

On this episode of The SaaS CFO Podcast, host Ben Murray sits down with Riya Grover, co-founder and CEO of Sequence. Riya shares her journey from investment banking to entrepreneurship, including the story behind her first SaaS company in the restaurant industry and its eventual acquisition. She dives into the inspiration for Sequence—a modern billing and quote-to-cash platform designed to tackle the challenges of custom contracts and complex pricing models for scaling SaaS and B2B companies. Riya opens up about the company's pivotal shift from payments to revenue management, navigating tough conversations with investors, and building a lean, high-impact team. She reveals how Sequence is empowering finance teams to automate billing, invoicing, and revenue recognition, while also offering flexibility for hybrid pricing and go-to-market motions. Tune in to hear Riya's insights on scaling a SaaS business, managing a major product pivot, and how AI-powered automation is transforming the future of financial operations. Whether you're a SaaS CFO, founder, or just curious about the evolving CFO tech stack, this episode has a wealth of lessons and practical advice. Show Notes: 00:00 Automated Custom Billing Platform 04:29 Scaling Challenges for SaaS Companies 09:11 Pivoting to Custom Payments Solutions 10:54 Early Capital's Impact on Team Building 14:51 Adapting Teams for Changing Visions 16:40 Growth Strategy Focused on Content and Networking 20:31 Hybrid Scalable Pricing Model 24:35 Transforming Finance with AI Agents 29:19 "Contextual Finance Automation Opportunities" 30:25 "Contact SequenceHQ Easily" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/sequence-raises-75-million-in-funding Riya Grover's LinkedIn: https://www.linkedin.com/in/riya-grover-a22a4822/ Sequence HQ's LinkedIn: https://www.linkedin.com/company/sequence-hq/ Sequence HQ's Website: https://www.sequencehq.com/ 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

In this episode of the Millionaire Mindcast, Matty A. welcomes Ellen Wood, founder and CEO of VCFO, who pioneered the fractional CFO model and has supported more than 6,000 companies through growth and exit planning.Ellen shares her journey in building VCFO, the inspiration behind trademarking “virtual CFO,” and why more businesses are turning to fractional financial leadership. From the power of the V360 Assessment to the critical role of accountability and culture, Ellen outlines the strategies that differentiate businesses that scale successfully from those that stall.She also dives into common exit planning mistakes, the importance of preparation years in advance, and her perspective on the future of fractional CFO services as AI and private equity reshape the office of the CFO.What You'll Learn in This Episode:The origins of VCFO and the rise of fractional CFO servicesHow the V360 Assessment identifies risks and opportunitiesWhy accountability and culture are key drivers of valueThe biggest mistakes business owners make before an exitStrategies to scale successfully and retain top talentHow AI and private equity are transforming finance functionsEllen's personal lessons and advice to entrepreneursTimestamps: 01:00 – Ellen Wood's background and founding VCFO 03:30 – Building the fractional CFO model 07:00 – Expanding into HR and operational support 11:45 – Using V360 to prepare for growth and exit 17:30 – Culture and accountability as hidden value drivers 21:30 – Exit preparation: what most founders get wrong 25:45 – Scaling vs. stalling businesses 29:00 – The future of fractional CFO services 32:00 – Advice to her younger entrepreneurial selfConnect with Ellen Wood: LinkedIn: https://www.linkedin.com/in/ellenewood/Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

Shannon addresses common misconceptions about financial management, emphasizing the importance of focusing on macro-level decisions rather than micro-level cost-cutting. Shannon advocates for prioritizing impactful activities that drive significant business growth and encourages entrepreneurs to delegate tasks to maintain a CEO mindset. Tune in to learn how to allocate your time and resources effectively, build sustainable profits, and drive your business toward lasting success.   What you'll hear in this episode: [0:45] Common Misconceptions in Financial Management [1:40] Focusing on Macro Over Micro Decisions [3:25] Effective Financial Management Strategies [4:55] Prioritizing Impactful Activities [8:15] The Importance of Delegation [10:30] Conclusion and Next Steps   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Marketing teams used to have a simple enough job: follow the click, count the conversions, and shift the budget accordingly. But that world is gone. GDPR, iOS restrictions, and browser-level changes have left most attribution models broken or unreliable. So what now? In this episode, I sat down with Fredrik Skansen, CEO of Funnel, to unpack how marketing intelligence actually works in a world where data is partial, journeys are fragmented, and the old models don't hold. Since founding Funnel in 2014, Fredrik has grown the company into a platform that supports over 2,600 brands and handles reporting on more than 80 billion dollars in annual digital spend. That scale gives him a front-row seat to the questions every CMO and CFO are asking right now. Fredrik explains why last-click attribution didn't just become inaccurate. It became misleading. With tracking capabilities stripped down and user signals disappearing, the industry has had to move toward modeled attribution and real-time optimisation. That only works if your data is clean, aligned, and ready for analysis. Funnel's platform helps structure campaigns upfront, pull data into a unified model, apply intelligence, push learnings back into the platforms, and produce reporting that makes sense to the wider business. This isn't about dashboards. It's about decisions. We also talk about budget mix. Performance channels may feel safe, but Fredrik points out they are also getting more expensive. When teams bring brand and mid-funnel activity back into the measurement framework, the picture often changes. He shares how Swedish retailer Gina Tricot grew from 100 million to 300 million dollars in three years, in part by shifting spend to brand and driving demand earlier in the customer journey. That move only felt safe because the data supported it. AI adds another layer. With tools like Perplexity reshaping search behavior and the web shifting from links to answers, click-throughs are drying up. But it's not the end of visibility. Content still matters. So does structure. The difference is that now your reader might be an AI model, not a human. That requires a rethink in how brands approach discoverability, authority, and engagement. What makes Funnel interesting is that it doesn't stop at analytics. The platform feeds insight back into action, reducing waste and creating tighter loops between teams. It also works for agencies, which is why groups like Havas use it across 40 offices through a global agreement. If you're tired of attribution theatre and want to understand what marketing measurement looks like when it's built for reality, this episode gives you a clear, usable view. Listen in, then tell me which decision you're still guessing on. Because marketing can be measured. Just not the way it used to be. ********* Visit the Sponsor of Tech Talks Network: Land your first job  in tech in 6 months as a Software QA Engineering Bootcamp with Careerist https://crst.co/OGCLA    

▶ oh guyyyssss, the text messages between him and his young coworker are willldddd- I go through them, and it's *much worse* than you could ever imagine. Watch here: https://www.youtube.com/channel/UCLe_q9axMaeTbjN0hy1Z9xA/join ▶▶ *FREE TRIAL* To make our classes and budgeting app *more affordable*, we bundled them together for an *80% DISCOUNT* and for this month only, you can try DollarWise Central for *free* - check it out here and change your life: https://dollarwise.com/dollarwise-central/ ▶▶▶Download the *DollarWise Budgeting App* today: *Apple:* https://apple.co/4iChGhr *Google Play:* https://bit.ly/sb-googleplay Don't overcomplicate this crap! All you need is an automated / SIMPLE budget. ▶▶▶▶ *AND REMEMBER* those who sign up for DollarWise Premium *annual* get a signed version of the Cook Book, just submit proof of purchase here: https://tally.so/r/3xzPq5 Use Yrefy to refinance your private student loans today at: https://yrefy.com/hammer or call (888) Yrefy-78 Download the CFO's guide to AI and Machine Learning at https://netsuite.com/HAMMER ___________________________________________ ▶EDUCATION: 1. Get your own free Hammer Financial Score: https://www.calebhammer.com 2. Get all of my educational programs for a much lower cost here, including the premium version of my budgeting app: https://dollarwise.com/dollarwise-central/ Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share how they are revolutionizing CFO advisory and solving software inaccuracy through automation, minimizing hours of manual work to just a few minutes. Fady also talks about the importance of confidence and hard skills in offering CFO services, how to focus more on providing value than simply chasing revenue, and the right way to overcome perfectionism.

In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back  Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless “compression” squeezing optometry practices right now.    As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"You'll fail as a fund manager if you think raising capital is all about the pitch, discover the real secrets to scaling from 600,000 to 900 million, while protecting your reputation and your investors. So if you want to avoid the biggest mistakes in private credit, then this episode is for you.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Steve Ponte brings over 25 years of experience in finance, construction, and real estate development to his role as CEO of PHL Capital Corp.[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Record numbers of CEOs are leaving their posts. But why? This week on The Pre-Read, Tim Paradis of Business Insider weighs in on the forces at play, from burnout to impatient boards and activist investors. We also hear from Workiva Chief People Officer Emily Forrester on why CEO succession must be more than a talent pipeline exercise. One keystone is working closely with the office of the CFO to ensure resilience through leadership transitions that align with long-term value.

Discover how to master your business finances like a pro and unlock your full entrepreneurial potential! In this empowering episode of the Seven Figure Educator Podcast, Dr. Erica Jordan-Thomas, Harvard grad and CEO of 7Figure Educator, shares invaluable insights on building a solid financial foundation for your business. Learn the key roles you need on your financial team, the mindset shifts required to take control of your money, and actionable strategies to ensure your business is set up for long-term success. **KEY POINTS:** - **Unwavering belief in your numbers:** "You should know your business money better than anyone on your financial team." - **Mindset shifts for growth:** Understand the critical difference between an accountant, bookkeeper, and CFO, and when to bring each on board. - **Bet on yourself:** Invest in a bookkeeper early to keep clean, accurate financial records as you approach six figures. - **Building community through shared knowledge:** "We want to ensure every educator has access to a blueprint for financial freedom." - **Investing in growth:** Find out why pricing your services correctly is the key to overcoming cash flow challenges and scaling effectively. This episode is your roadmap to creating a strong financial infrastructure while embracing resilience and entrepreneurship. Whether you're just starting out or scaling to the next level, these tips will empower you to make smarter financial decisions and take control of your business's future. If you're ready to build a thriving business, hit that subscribe button, share this with a friend, and join the community of educators turning their brilliance into financial freedom. Let's grow together! #budgeting #cashflowstatement #howtomakemoney #cfo #entrepreneur RESOURCES: [⁠⁠⁠MEET⁠⁠⁠] Are you an educator looking to start or grow your education consulting business? Click ⁠⁠⁠here⁠⁠⁠ to book a call with our team and learn more about our programs! ⁠⁠⁠⁠⁠[FREE]⁠⁠⁠⁠⁠ Don't miss my free 5-Day 7-Figure Business School and learn the blueprint to grow a seven-figure education consulting business. I'm going to teach you the psychology of a millionaire, how to identify million-dollar problems, package and price your offers, master my seven-figure sales process, and identify leads to pitch immediately. ⁠⁠⁠⁠⁠Click HERE to sign up now⁠⁠⁠⁠⁠! ⁠⁠⁠⁠⁠[LIVE EVENT]⁠⁠⁠⁠⁠ Join us at Seven Figure Educator Live, a three-day event in Atlanta, Georgia, where you'll experience unparalleled support, community, and fellowship with your fellow educators. ⁠⁠⁠⁠⁠Click HERE to grab your ticket now⁠⁠⁠⁠⁠ and let's make magic happen together in Atlanta!  ⁠⁠⁠⁠⁠[FB COMMUNITY]⁠⁠⁠⁠⁠ Don't miss out on your chance to connect with other education consultants in our free public Facebook group! ⁠⁠⁠⁠⁠Click HERE⁠⁠⁠⁠⁠ and find your 7-Figure community today. ⁠⁠⁠⁠⁠Dr. Erica Jordan-Thomas ⁠⁠⁠⁠⁠ IG | ⁠⁠⁠⁠⁠@e_jordanthomas⁠⁠⁠⁠⁠ LinkedIn | ⁠⁠⁠⁠⁠@erica-jordan-thomas-ed-l-d-86314764⁠⁠⁠⁠⁠  Facebook | ⁠⁠⁠⁠⁠@EJTConsultingLLC⁠⁠⁠⁠⁠  Enjoyed this episode? Like, rate, and subscribe to the 7-Figure Educator podcast! 

This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planning for potential healthcare costs, particularly as they relate to aging and unexpected illnesses. He recounts personal experiences that highlight the financial strain families face when care is needed, emphasizing how long-term care insurance can serve as a vital tool for asset protection. Aaron also explores the evolving landscape of long-term care products, including hybrid policies that offer benefits even if care is never needed.. For more information about Aaron and his services, visit aaronmillerlaw.com Key Topics: The Importance of Long-Term Care Insurance in Asset Protection Personal Stories Highlighting the Financial Impact of Care Costs Understanding the Evolving Landscape of Long-Term Care Products Strategies for Effective Planning: Timing and Health Considerations How to Approach Financial Advisors About Long-Term Care Insurance Key Links Miller Law Office, PLLC https://www.facebook.com/MillerLawOfficePLLC/ Aaron Miller - Miller Law Office, PLLC | LinkedIn Miller Law Office, PLLC - YouTube Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

For more content, find me on Substack: https://bogumilbaranowski.substack.com/P.V. Ramanathan is a Dubai-based entrepreneur, chartered accountant, and fund-of-funds manager who led a successful leveraged buyout in 2003, founded Neeti Fund, and hosts the prestigious ValueX Middle East conference annually.3:00 - Ram's middle-class Indian upbringing and early exposure to family finances through banking errands with his father, sparking entrepreneurial drive6:00 - Career journey from Ernst & Young Dubai to Schlumberger, learning business operations by spending weekends on oil rigs in coveralls9:30 - "Money has always been an enabler for me" - philosophy shaped by helping replenish father's education investment13:00 - Transition from CFO role to leading a management buyout of corrosion services business, discovering value investing simultaneously18:00 - Building Corrosion Technology Services (CTS) without leverage: "We are bottom feeders. Anyone who works for us six years is potential competitor"25:00 - Investment philosophy: Four-bucket approach (value, growth, ballast funds) targeting steady single-digit returns with downside protection32:00 - Contrarian belief: "Don't fixate on short-term results" - explains why quarterly obsession drives counterproductive business behavior41:00 - Business survival principles: Zero leverage, conservative revenue recognition, maintaining cash reserves through all cycles50:00 - Global investment opportunities: Highlighting undervalued Korean market and biotech sector despite volatility57:00 - ValueX Middle East origins and Toastmasters impact: "All of us are better than some of us" - community building philosophy63:00 - Definition of success: "Making positive difference in every endeavor I undertake" - touching lives through business, investing, and relationshipsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Learn how Amazon Bedrock enabled Prophix to build enterprise-grade AI agents that transform secure CFO workflows, while delivering real-time financial intelligence through advanced agentic architecture. Topics Include:AWS and Prophix leaders discuss building autonomous AI agents for financial managementAI agents defined: autonomous systems that reason, plan, and execute tasks independentlyEvolution from simple chatbots to collaborative multi-agent systems solving complex problemsCore agent components: cognitive planning module, memory systems, and external tool integrationsProphix: 30-year financial software company serving 3,500 CFO offices globally across industriesProphix One Intelligence: platform-level AI service powering predictions, analysis, and automationCustomer concerns addressed: data privacy, role-based security, accuracy, and cost controlRejected "models in the sky" approach for AWS Bedrock's managed, controllable infrastructureAgentic architecture: LLMs generate API parameters instead of processing massive datasetsReal-time data access, automatic security inheritance, and A/B testing capabilities achievedLive demo: automated budgeting workflows, natural language queries, and autonomous task executionAWS introduces AgentCore platform to simplify agent development for enterprise customersParticipants:Anurag Yagnik – Chief Technology Officer, ProphixDeborshi Choudhury – Sr Solutions Architect – ISV, Amazon Web ServicesFurther Links:Prophix: Website | LinkedIn See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Maybe the secret to becoming a better writer isn't about writing harder, but about finding the right people to write with? In this episode of Career Can Do, Mary Ann Faremouth welcomes Alicia Richardson, CFO of the Houston Writers Guild, to share how this long-standing community has been helping writers sharpen their skills, connect with peers, and stay motivated in a sometimes lonely craft. Alicia talks about the Guild's open-door approach - you don't need to be a published author to join - and how that inclusivity sets it apart from many other writing groups. Members can dive into critique groups, attend year-round events, or take part in the highly anticipated fall conference, which offers everything from business and tax insights for writers to workshops on craft and inspiration. Whether you're polishing your first short story or managing a full publishing career, the Guild creates space for writers to grow together. She also shares success stories of members who found their voice, built confidence, and went on to publish their work after benefiting from feedback and encouragement within the group. Beyond the technical skills, Alicia stresses the importance of simply talking with other writers, having people who understand the challenges and joys of writing can be the boost that keeps you going. Resources Alicia Richardson on Houston Writers Guild | LinkedIn Houston Writers Guild offers: Social Saturday: Weekly Zoom call at 10:00 a.m. CST on Saturdays - (except conference weekend). Sign up via website Social Saturday Lunch Bunch: Monthly in-person luncheon for writers. Houston Writers Guild Fall Conference 2025: - Dates: September 27–28 - Location: Rice University, Houston - Friday night (26th): Book launch for the anthology at Brazos Bookstore - Saturday (27th): Main conference day with keynote and multiple sessions - Sunday (28th): Half-day workshop with keynote speaker Wolf Moon Mary Ann Faremouth on the Web | X (Twitter)

Interview with Keith Boyle, CEO of New Found Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/new-found-golds-strategic-maritime-resources-acquisition-building-canadas-next-gold-producerRecording date: 15th September 2025New Found Gold Corp. has strategically strengthened its leadership team with three key appointments that position the company for its transition from developer to producer following the Maritime Resources acquisition. The headline appointment sees Dr. Andrew Furey, former Premier of Newfoundland and Labrador, joining the board of directors, bringing unparalleled political connections and regulatory expertise to guide operations in the province where both Hammerdown and Queensway projects are located. CEO Keith Boyle emphasized the strategic value, noting that "the political world and all those connections really do help a business and that oversight, making sure that we advance in the right way, that's gold."The operational leadership team has been enhanced with the appointment of Hashim Ahmed as CFO, bringing proven experience from Mandalay Resources and Jaguar Mining, and the promotion of Robert Assabgui to COO, leveraging his decades of mining engineering experience including successful development of Hudbay's Lalor mine. These appointments address the sophisticated financial and operational requirements as New Found Gold manages both Hammerdown's production ramp-up starting in early 2026 and Queensway's C$155 million Phase 1 development.The leadership expansion builds on the Maritime acquisition's strategic rationale, which Boyle described as creating synergies where "Maritime's got a nice little gold mine operation coming into production later this year and that gold production will help fund phase one of the Queensway project." With Hammerdown projected to contribute approximately C$70 million in cash flow and Queensway Phase 1 targeting 69,300 ounces annually, the enhanced team provides the expertise needed to achieve the company's objective of "cracking the 200,000-ounce mark." The appointments collectively reduce political, operational, and financial risks while positioning New Found Gold to capitalize on district-scale exploration opportunities across its expanded Newfoundland land position in a Tier 1 mining jurisdiction.—Learn more: https://cruxinvestor.com/companies/new-found-goldSign up for Crux Investor: https://cruxinvestor.com

In this episode of Atlanta Business Radio, host Lee Kanter interviews Darren Joel, Atlanta Regional Director of The CFO Center. Darren explains how The CFO Center provides fractional CFO services, offering experienced financial leadership to small and medium-sized businesses on a flexible basis. He discusses ideal client profiles, common triggers for seeking fractional CFOs, and […]

New ‘Sode Glitter Ledger;  Its Fashion Week where DATS are ala mode on the cover of Vogue. Ipso facto I shall request filing for a DAT all over my body and wrap it in a NVIDIA oil titanium put leveraged on Cote du Rhone and chocolate sprinkles.  What's a DAT you may ask. Well I'm so glad you did. I turned to my psychiatrist Dr. Seuss, who has a confusing following as a Nazi Bitcoin Maximalist. But I digress, he requested I open up The CAT in the DAT and read on page 14. “It is fun to have fun But you have to know how. That is what the cat said.Then he fell on his head!” -"They are tame. Oh, so tame! They have come here to play. They will give you some fun On this wet, wet, wet day."Oh, the things they will bump! Oh, the things they will hit! Should we tell her about it? Now, what SHOULD we do? Well. What would You do If your mother asked You?Inspired but confused, I realized that $375 session that had gone to waste could have spent on Bitcoin or quayludes. I then asked my dearest friend Fyre Festival Founder Billy McFarland Together with my bedazzled baccarat magnifying glass his Sharpei intern, we both determined that DATS are cute companies that purchase tokens on their balance sheets to capitalize on adderal spiked price appreciation and then they subsequently dump it in the pubelle. Thats french for garbage can. I am in. Oh the things you can think when you think about Seuss!Alas, Billy and I are throwing a Cat in the DAT Conference on Hedera for Armani RIP. It will be held in Gstaad on a Green Mountain aptly named Galaxy.  But I digress. My guest today is the supremely wonderful Josh Sroge. I interviewed Josh so long ago that just about everything in this episode is now factually incorrect. Do not let this stop you from listening. As most of what I say in the present is wrong. Josh is almost as entertaining as I am so the interview is worth a listen if insider info Binance US water cooler alpha intrigues you. It does not me.  All I care about is Xanax and Private Jets and Hedera.  I really wanted to get Josh on the show because I have not had a guest without hair and I want a Hedera Grant so I can finance my 2nd home in Burkina Faso. I queried a critical question where I wanted Josh to determine the answer to who would win in an elegant bar fight between Bitcoin Maximalists, CZ, or Hedera Fanatics. Josh responded with the flair of a disgraced politician. Alas, Josh is a former aspiring local politician, whose campaign I laundered money through to finance purchasing a Birkin and a pack of cigs. I digress. Josh is a fascinating melange of the Old School Crypto Bros of yester year coupled with a New Yorker Roc Hudson charm sans homosexuality.  We met on a panel but I was not on it.  He lives in the Caymans for obvious reasons. He had a stint as the CFO slash CEO of Binance US  and currently serves as a Director of the Hedera Foundation. He fits my criteria of financial availability in a mate based on his resume. Thats french for resume. Josh agrees with me that sales is essentially about how thin you are.  The man has the charisma of someone who could sell you a timeshare on Jupiter and has had an enviable career in a space full of many individuals who have needed thousand dollar attorneys. Josh is welcome on Glitter anytime. It was the utmost pleasure. Support the show

In this episode of Atlanta Business Radio, host Lee Kanter interviews Darren Joel, Atlanta Regional Director of The CFO Center. Darren explains how The CFO Center provides fractional CFO services, offering experienced financial leadership to small and medium-sized businesses on a flexible basis. He discusses ideal client profiles, common triggers for seeking fractional CFOs, and […] The post From Startups to Exits: How Fractional CFOs Can Guide Your Business Through Every Stage appeared first on Business RadioX ®.

Engr. Ruel Tuyugon is Innovator at AgriTechnology. AgriTechnology is a research spinoff of University of Southeastern Philippines, developing agricultural machineries to increase the productivity of farmers. Right now, they developed CocoClimber to help coconut farmers easily and safely gather coconut fruits from their trees and PitiCao to help cacao farmers protect their cacao fruits from pests. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:03 Ano ang AgriTechnology? | 03:39 What problem is being solved? | 05:24 What solution is being provided? | 18:41 What are stories behind the startup? | 29:39 What is the vision? | 32:47 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: ⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠APEIRON: ⁠⁠⁠https://apeirongrp.com⁠⁠⁠TWALA: ⁠⁠⁠https://twala.io⁠⁠⁠SYMPH: ⁠⁠⁠https://symph.co⁠⁠⁠SECUNA: ⁠⁠⁠https://secuna.io⁠⁠⁠RED CIRCLE GLOBAL: ⁠⁠⁠https://redcircleglobal.com⁠⁠⁠MAROON STUDIOS: ⁠⁠⁠https://maroonstudios.com⁠⁠⁠AIMHI: ⁠⁠⁠https://aimhi.ai⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠https://asklexph.com⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠http://argum.ai⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠https://cloverly.tech⁠⁠⁠BuddyBetes: ⁠⁠⁠https://buddybetes.com⁠⁠⁠HKB Digital Services: ⁠⁠⁠https://contakt-ph.com⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠OneCFO: ⁠⁠⁠https://onecfoph.co⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠https://unawa.asia⁠⁠⁠SkoolTek: ⁠⁠⁠https://skooltek.co⁠⁠⁠Better Support: ⁠⁠⁠https://bettersupport.io⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠https://britanaerp.com⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠NutriCoach: ⁠⁠⁠https://nutricoach.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠Apple Podcasts: ⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠Facebook: ⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠Patreon: ⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠PIXEL: ⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠Website: ⁠⁠⁠https://phstartup.online⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠https://tasharivera.com

When Holly Grey first examined Horizon3.ai, she saw more than a cybersecurity startup. She saw a technology that could change the way companies safeguard themselves. Traditional pen tests, she tells us, are human-driven, vary widely by auditor, and usually happen just once a year. Horizon3.ai, by contrast, “started out as a technology alternative to pen testing.” Its platform can be deployed “within minutes, not hours or weeks or months,” Grey tells us, and has already executed “over 100,000 pen tests.”The system identifies exposures, connects them to known threat actors, and—most critically—prioritizes which vulnerabilities to fix. It integrates directly with tools like Jira, creates tickets, and confirms results after remediation. “Even as a CFO, I want to know we're not exposed,” Grey explains. That value proposition has already attracted more than 4,000 customers, she tells us.Her decision to join Horizon3.ai was equally deliberate. Grey noticed two respected colleagues had recently come aboard, including the CRO. That relationship, she says, is vital: “I need to know that I can trust that CRO implicitly.” After doing her own diligence, Grey was convinced of the company's momentum: “It's hard to grow over 100% year over year, and do that multiple years, without having product market fit.”The timing was fortuitous. Just as the company raised $100 million in Series D funding, its VP of Finance resigned. Horizon3.ai was ready to appoint its first CFO. “Here I am,” Grey tells us, “and I could not be happier in terms of joining.”

MeidasTouch host Ben Meiselas and Jordan Meiselas discuss the news of the day including Charlie Kirk assassination updates, Trump's deteriorating health, terrible economic news, Trump's disastrous foreign policy, and more. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Deals from our sponsors! Wild Alaskan: Go to https://WildAlaskan.com/meidas for $35 OFF your first box of premium, wild-caught seafood. Qualia: Head to https://qualialife.com/meidas and use promo code: MEIDAS at checkout for 15% OFF your purchase of Qualia's products. Soul: For 30% off your order, head to https://GetSoul.com and use code MEIDAS. L-Nutra: Visit https://ProlonLife.com/MEIDAS to claim your 15% discount plus a bonus gift! 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

Guests: Dr. José Santos, University of Florida; Dr. Jeff Firkins, The Ohio State University; Dr. Bill Weiss, Professor Emeritus, The Ohio State University; Dr. Jimena Laporta, University of Wisconsin; Dr. Jim Aldrich, CSA Animal Nutrition; Dr. Tom Overton, Cornell University; Dr. Mark Hanigan, Virginia Tech University; Martin Bengtsson, Balchem; Dr. Barry Bradford, Michigan State University; Dr. Turner Swartz, South Dakota State University; Dr. Adam Lock, Michigan State University; Dr. Goeff Dahl, University of FloridaBalchem's Bourbon & Brainiacs event took place at the Frazier History Museum during the 2025 ADSA annual meetings in Louisville, Kentucky. This bonus episode features a rotating slate of guests throughout the entirety of the episode. The episode begins with guests talking about how many ADSA meetings they've attended and some of their favorite locations. Quebec City travel nightmares, side trips to the Grand Canyon, and university host sites with dorms featuring no air conditioning were highlighted. (0:08)The group talks about the impact scientific meetings have on graduate students and how important the social and networking aspects are in the development of students' careers. (9:44)Formative moments in your career can be forged at ADSA meetings. Learning to step back and talk about the big picture of your work can be pivotal. Other panelists share their experiences in making the final decision on where to attend graduate school based on their experiences at ADSA meetings. (19:48)Martin Bengtsson, Balchem's Executive Vice President,  CFO and Animal Nutrition and Health General Manager joins the panel. He talks about his background and Balchem's investment in animal nutrition research. He asks the panel what they'd like to see a company like Balchem do more of to have a bigger impact and be more helpful to the industry. (22:49)A new wave of guests arrive. Topics include coaching quiz bowl and dairy challenge teams, softball games, rooftop lawn bowling and how one can go from being an up-and-comer to being one of the big names at ADSA to being a retiree. (36:24)Panelists share some of the events at this year's ADSA meeting they're excited to attend, including a symposium about feed additives for methane inhibition in conjunction with the Journal of Dairy Science and an applied nutrition series geared toward field nutritionists. (42:06)Please subscribe and share with your industry friends to invite more people to join us at the Real Science Exchange virtual pub table.  If you want one of our Real Science Exchange t-shirts, screenshot your rating, review, or subscription, and email a picture to anh.marketing@balchem.com. Include your size and mailing address, and we'll mail you a shirt.

In this episode, Bradley Hamner breaks down one of the most crucial frameworks for business growth: the three-step process of simplifying, systematizing, and then scaling your business operations. This isn't just another catchy business phrase—it's a proven methodology that prevents the common pitfalls of premature scaling.The Core Framework: Make It Simple → Make It a System → ScaleThis sequential approach prevents businesses from scaling complexity instead of scaling simplicity, avoiding burnout and inefficiency.Upcoming Event: The Quarterly Q3 - Q4 PlanningDon't forget to register for Bradley's quarterly planning event for small business owners! Join him on Tuesday, September 23rd from 10 a.m. to 12 p.m. Central Time to reflect on Q3 and plan for a fantastic Q4. Register at https://www.blueprintos.com/assets.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!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...

Interview with Dave Cole, CEO, EMX Royalty & Fred Bell, CEO, Elemental Altus RoyaltyRecording date: 10th September 2025EMX Royalty Corporation and Elemental Altus Royalty Corporation have announced a transformational merger that will create a mid-tier royalty company with substantial scale and institutional backing. The combined entity will operate 16 producing assets alongside over 180 additional royalty exposures across diversified global jurisdictions, positioning it as a significant player in the royalty sector.The transaction's cornerstone feature is Tether's strategic investment, with the digital asset company becoming a 33% shareholder while contributing $100 million at closing. This backing addresses a critical challenge for junior royalty companies by substantially reducing cost of capital while providing access to larger acquisition opportunities. Tether's involvement reflects their broader commodity allocation strategy, viewing royalties as complementary to their $10 billion physical gold holdings.Portfolio performance has been strong across both companies, with significant discovery success at flagship assets including Timok in Serbia, Diablillos, and Caserones in Chile. The combined portfolios benefit from approximately $100 million in annual drilling expenditures by operators, creating embedded discovery optionality without capital requirements from the royalty holders. Revenue composition will be 67% gold and silver versus 33% base metals, generating an expected $70-80 million in annual revenue.Management structure preserves expertise from both organizations, with EMX CEO Dave Cole leading the combined entity and Elemental Altus CEO Fred Bell serving as President and Chief Operating Officer. The team recruited Stefan Wenger as CFO, leveraging his experience growing Royal Gold from hundreds of millions to billions in market value.The merger is expected to close by mid-November, followed by a US listing targeting institutional investors who previously considered the companies too small for investment. This enhanced scale and liquidity should provide access to larger transactions while maintaining their technical expertise and disciplined approach to capital allocation across the full spectrum of royalty opportunities.Sign up for Crux Investor: https://cruxinvestor.com

Vera Kim Tequin is Study Member at RoBIMS. RoBIMS, or Records of Barangay Inhabitants Management System, is a centralized information system that can be used by barangay LGU's to better provide its services to its constituents. RoBIMS allow for faster access and more accurate tracking of digitalized data, such that barangay constituents can get their barangay certificates and other documents more efficiently. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:08 Ano ang RoBIMS? | 02:58 What problem is being solved? | 06:09 What solution is being provided? | 17:28 What are stories behind the startup? | 25:39 What is the vision? | 28:22 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: ⁠⁠https://knowyourspaceph.com⁠⁠APEIRON: ⁠⁠https://apeirongrp.com⁠⁠TWALA: ⁠⁠https://twala.io⁠⁠SYMPH: ⁠⁠https://symph.co⁠⁠SECUNA: ⁠⁠https://secuna.io⁠⁠RED CIRCLE GLOBAL: ⁠⁠https://redcircleglobal.com⁠⁠MAROON STUDIOS: ⁠⁠https://maroonstudios.com⁠⁠AIMHI: ⁠⁠https://aimhi.ai⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠https://asklexph.com⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠http://argum.ai⁠⁠PIXEL by Eplayment: ⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠https://schoolofprofits.academy⁠⁠Founders Launchpad: ⁠⁠https://founderslaunchpad.vc⁠⁠Hier Business Solutions: ⁠⁠https://hierpayroll.com⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠https://agiledatasolutions.tech⁠⁠Smile Checks: ⁠⁠https://getsmilechecks.com⁠⁠CloudCFO: ⁠⁠https://cloudcfo.ph⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠https://cloverly.tech⁠⁠BuddyBetes: ⁠⁠https://buddybetes.com⁠⁠HKB Digital Services: ⁠⁠https://contakt-ph.com⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠https://hyperstacksinc.com⁠⁠OneCFO: ⁠⁠https://onecfoph.co⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠https://unawa.asia⁠⁠SkoolTek: ⁠⁠https://skooltek.co⁠⁠Better Support: ⁠⁠https://bettersupport.io⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠https://britanaerp.com⁠⁠Wunderbrand: ⁠⁠https://wunderbrand.com⁠⁠EastPoint Business Outsourcing Services: ⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠DVCode Technologies Inc: ⁠⁠https://dvcode.tech⁠⁠NutriCoach: ⁠⁠https://nutricoach.com⁠⁠Uplift Code Camp: ⁠⁠https://upliftcodecamp.com⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠https://youtube.com/startuppodcastph⁠⁠Spotify: ⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠Facebook: ⁠⁠https://facebook.com/startuppodcastph⁠⁠Patreon: ⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠PIXEL: ⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠Website: ⁠⁠https://phstartup.online⁠⁠This episode is edited by the team at: ⁠⁠https://tasharivera.com

In today's episode of the Second in Command podcast, Cameron discusses one of the most critical hires a business can make, a role that directly impacts leadership alignment, financial clarity, and long-term success: the Chief Financial Officer or CFO.The conversation highlights how small red flags during the hiring process, such as scheduling mishaps or lack of accountability, can be early indicators of deeper issues that shouldn't be ignored. You'll learn why asking tough, direct questions in interviews can uncover whether a candidate truly embodies the ownership and resilience needed for high-stakes leadership.Discover the relationship between this leadership role and the CEO, emphasizing the importance of trust, transparency, and mutual respect. Since not every CEO has the technical expertise to fully evaluate the position, Cameron shows how leaning on outside advisors or experienced professionals can provide the necessary insight to set clear expectations and define success from the outset. This ensures that both sides are aligned on responsibilities and performance measures.This episode offers practical guidance for any company seeking to strengthen its executive team and navigate the complexities of making the right leadership decision. Before you hire your next CFO, hear Cameron's insider strategies for defining the role and setting clear expectations.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:The nuances of hiring a CFO, including addressing red flags and setting clear expectations. The importance of outside experts like fractional CFOs or accounting firms in defining roles and setting new CFOs up for success. The role of outside experts in guiding a new CFO and ensuring they meet the company's needs.The value of having a fractional CFO participate in the interview process to assess the candidate's skills. And much more...Resources:Connect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your LeadersConnect with Cameron on DephiDisclaimer:The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Second in Command podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

On today's episode, I invite Caitlin Crosby on to The Terri Cole Show for a dive into ambition, betrayal, and boundary setting as a female entrepreneur. Caitlin shares her personal story of overcoming the betrayal of a trusted CFO and how she learned to trust her instincts. Plus, we chat about how the same struggles we have in professional life often pop up in our personal lives as well. Read the show notes for today's episode at terricole.com/759

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Lauren Schoenfeld, founder of Active Core Consulting, to discuss the importance of understanding finances in business. Lauren, a self-proclaimed numbers nerd, specializes in providing fractional CFO services, bookkeeping, and operational coaching for health and wellness entrepreneurs. The conversation kicks off with Lauren explaining what a fractional CFO is, using a relatable pizza analogy to illustrate the concept. Listeners will learn how to manage their finances more effectively, prioritize profit, and move away from the hustle culture as they navigate their entrepreneurial journeys. Tune in for valuable insights that can help transform your approach to business finances!   Time Stamps:  [00:01:21] Fractional CFO explained. [00:07:06] Money goals for new businesses. [00:09:46] Delayed rent negotiations for startups. [00:12:56] Owner's salary importance in business. [00:18:59] Subscription audit for entrepreneurs. [00:24:04] Ability to generate income quickly. [00:25:52] Limiting beliefs around money. [00:29:29] Questioning limiting beliefs. [00:34:10] Key Performance Indicators in Business. [00:39:13] Churn and attrition rates. [00:42:09] Enjoying the entrepreneurial journey.   More About Lauren: Lauren Schoenfeld is the founder of Active Core Consulting, a one-stop shop for entrepreneurs in the health and wellness industry who need a fractional CFO, bookkeeping, sales, or operations coach. Lauren empowers CEO's to have confidence in their finances to put them in the driver's seat of their dream company. She's a self-proclaimed numbers nerd and athlete who helps owners develop a financial plan and execute on the strategy that puts their profit first.   Lauren started at PricewaterhouseCoopers, where she learned the consulting framework. She then mastered the do's and don'ts of scaling a rapidly growing company from her time at WeWork. At her final corporate job, Lauren helped Equinox Fitness Clubs grow from 80 to 105 locations, enter into new international markets, and incubated nine of the most well-known wellness-focused ventures, including Equinox Hotel, Precision Run Studios, and SoulCycle On-Demand. Her final corporate project was to consolidate SoulCycle and Blink Fitness back office into the Equinox processes and systems.   On a personal note, Lauren suffered from burnout working in the corporate world which led to developing a chronic illness. She has grown her business while healing her body through nontraditional modalities and is on a mission to end hustle culture for entrepreneurs!   Resources from this Episode: Active Core Consulting Website Active Core Consulting on Instagram Free Expense Calculator   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Twitter Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Jim Heilsberg, CFO of Tri-State Memorial Hospital, discusses the hospital's community-driven growth, expansion of specialty services, and strategies to balance financial sustainability, culture, and innovation to ensure high-quality rural healthcare for the future.

What if the lowest point of your life became the turning point toward your greatest success? In this episode, I sit down with Glenn Lundy to talk about how your mindset and energy shape your reality, why sharing your story inspires connection and service, and how the L.E.A.D.D. framework transforms leadership in life and business. Glenn also shares how to connect with anyone, why a people-first approach drives success, and the morning routine that resets your mindset. Tune in to discover how to communicate with impact, lead with confidence, and attract bigger opportunities. In This Episode, You Will Learn How frequency and energy shape the opportunities you see and attract. Why sharing your story (even the hard parts) inspires and heals. The L.E.A.D.D. framework for becoming a stronger leader. How to use the tone scale for better communication. Morning routine to protect your mindset and momentum. Resources + Links Visit Glenn's Website: ⁠glennlundy.com⁠ Join ⁠800% Elite Automotive Club⁠  Listen to ⁠#RiseandGrind w/Glenn Lundy⁠ & ⁠Breakfast With Champions⁠   Read Glenn's book ⁠The Morning 5 ebook⁠ Sign up for a one-dollar-per-month trial period at shopify.com/monahan Download the CFO's Guide to AI and Machine Learning at NetSuite.com/MONAHAN. Want to do more and spend less like Uber, 8x8, and Databricks Mosaic? Take a free test drive of OCI at oracle.com/MONAHAN. Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Get 15% off your first order when you use code CONFIDENCE15 at checkout at jennikayne.com. Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn Glenn on LinkedIn, Instagram, Facebook & X

Navigating the labyrinth of college financing has become one of the most daunting challenges facing families today. With prestigious universities now approaching $100,000 per year, how can parents provide educational opportunities without sacrificing their financial future?Paul Campeau, CFP and founding partner of Bridgewise College Planning, pulls back the curtain on the hidden world of college financial aid. Since 2008, he's personally guided over 500 families to save an average of $40,000+ at top-tier schools while protecting their retirement savings. His insights reveal why many families unknowingly pay far more than necessary for higher education.The conversation explores the stark reality that students sitting next to each other in the same classroom often pay dramatically different amounts. Some pay full price while others receive substantial discounts through strategic planning and understanding the financial aid system. Campeauo explains why private universities frequently offer better financial packages than public institutions, and why community colleges aren't always the budget-friendly option they appear to be.We dive deep into the psychology behind college selection, examining how emotional decision-making leads families to overlook financial considerations. Campeau shares practical strategies for maximizing aid eligibility, including how to structure savings to avoid financial aid penalties and the critical timing of when to begin planning.Perhaps most valuably, Campeau outlines his "CFO approach" to college planning – a systematic method for finding schools that provide the right academic and campus fit while remaining financially sustainable. His framework empowers parents to make informed decisions rather than succumbing to marketing pressure or emotional appeals.Ready to discover how your family can pay less for college without compromising quality? Visit bridgewisecp.com for a College Readiness Breakthrough Session and take the first step toward a debt-free education for your children.Join the What if it Did Work movement on FacebookGet the Book!www.omarmedrano.comwww.calendly.com/omarmedrano/15min

Today's show:In this founder-focused episode of This Week in Startups, we sit down with Republic's Kendrick Nguyen to learn more about the company's efforts to make the private markets accessible to the common investor. Best known for its work in equity crowdfunding, the Valor-backed startup now offers access to secondary shares, tokenized assets, and much more. Following, TWiST spoke with Positron CEO Mitesh Agrawal to learn more about his company's inference-focused AI compute hardware. Related to fellow TWiST500 company Etched, Positron is building custom chips to take on the computing work required to deliver your AI query results faster and with less power draw than what GPUs can offer. With AI inference compute demand rising, the fellow Valor-backed startup has even more powerful systems coming to market in 2026 that have our hopes up that the AI cost curve can continue to point downward.Timestamps:0:00 - A future with more efficient and accessible intelligence0:41, the following sponsors are mentioned: AlphaSense, Vanta, and Oracle Cloud Infrastructure1:26 - Introduction to the episode and the two featured companies, Republic and Positron2:43 - The history and purpose of Republic, a financial crowdfunding platform5:39 - Discussion of the current state and growth of equity crowdfunding9:19 - Kendrick Nguyen explains Republic's role as a financial infrastructure company, not a competitor to venture capital firms11:17 - Sponsor: Oracle Cloud Infrastructure12:25 - Republic's different products, Republic Capital and Republic Venture, are explained14:00 - The challenges and progress of secondary trading for non-accredited investors20:14 - Sponsor: Vanta21:21 - The concept of a unified "e-finance" infrastructure is introduced25:45 - Positron CEO Mitesh Agarwal discusses the future of AI chips and the limitations of current GPUs for inference workloads31:12 - Sponsor: AlphaSense32:22 - Discussion on the inefficiency of GPUs for inference and how Positron's Atlas system addresses it38:30 - Positron's strategy of using their Atlas system to prove their technology and generate revenue42:51 - The market shift from AI training to inference and the future of Positron's chips51:14 - The confidence in Positron's capital efficiency and their ability to compete with NVIDIA52:47 - Positron's focus on linear algebra acceleration rather than just transformersSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:04) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:20) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(31:43) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Are you waiting for the “perfect moment” to chase your dreams, or hesitating because of fear? In this episode, I share why you must act before you feel ready and how I built confidence after being fired from corporate America. I also break down how a 30 day plan helped me rebuild self-trust, why fear signals you're on the right path, and how to find the right “room” of supporters, like those I found during the pandemic. Get ready to trade hesitation for action and unlock the confident version of yourself. In This Episode, You Will Learn Why fear signals you're on the right path. How to stop overthinking and start doing. The 30 day plan that helped me rebuild self-trust after setbacks. Why waiting for confidence actually keeps you stuck. How to reframe setbacks as the setup for your next breakthrough. Resources + Links Sign up for a one-dollar-per-month trial period at shopify.com/monahan Download the CFO's Guide to AI and Machine Learning at NetSuite.com/MONAHAN. Want to do more and spend less like Uber, 8x8, and Databricks Mosaic? Take a free test drive of OCI at oracle.com/MONAHAN. Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Get 15% off your first order when you use code CONFIDENCE15 at checkout at jennikayne.com. Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn

Lashan (50) and David (49) have been married for nearly two decades, raising three children and building stable government careers. But when health complications and a sudden return-to-office mandate pressured Lashan into early retirement, their income dropped. Suddenly, $5,000 a month seems to vanish into thin air. Lashan, meticulous and controlling with money, carries the full weight of their financial future, while David remains passive and supportive from the sidelines. But the stakes are high: a mortgage, looming college costs, and the urgency to create meaningful memories while Lashan still can. Can Ramit help them uncover where the money is going, build a roadmap for the future, and finally get David to step up as a true financial partner? In this episode we uncover: • Why Lashan was pressured into early retirement • How $5,000 a month in “guilt-free spending” keeps disappearing • How David's childhood scarcity shaped his urge to spend money now • Evictions and shut-off notices from Lashan's childhood have driven her obsession with control and bill paying • Why David earned the “ignorant reassurer” label • How compartmentalizing her terminal diagnosis keeps Lashan focused on bills instead of her deepest fears • Ramit's challenge to flip their money roles • The invisible financial work Lashan handles that David barely sees • Why paying bills feels like love and safety for Lashan • How Lashan ended up caring for everyone else but not herself Chapters: (00:00:00) “I've cried more about leaving my job than my diagnosis” (00:19:25) Ramit breaks down their numbers (00:38:02) “Eviction notices… the electricity might be off” (00:46:32) “I'm going to die… and I can't do this all alone” (01:10:44) Redefining what family memories look like (01:20:28) Paying off debt isn't enough—planning for life after (01:28:23) “I feel like I see the possibility for joy and fun” (01:36:01) Where are they now? Lashan and David's follow-ups This episode is brought to you by: LMNT | Right now, LMNT is offering 8 single serving packets FREE with any LMNT order. Get yours at https://drinklmnt.com/RAMIT. Gelt | Book a tax consultation with Gelt at https://joingelt.com/ramit. As a member of my community, you can skip the waitlist. Netsuite | Download the CFO's Guide to AI and Machine Learning at https://netsuite.com/ramit. Fabric by Gerber Life | Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at https://meetfabric.com/ramit. DeleteMe | If you want to get your personal information removed from the web, go to https://joindeleteme.com/ramit for 20% off. Links mentioned in this episode • Get tickets for my next live events—September 14 in Atlanta and September 26 in Los Angeles—at iwt.com/events Connect with Ramit • Get my new book, Money For Couples • Get Money Coaching with Ramit • Download the Conscious Spending Plan • Listen to my book—now on Audible • Get my New York Times best-selling book • Get my no-numbers journal • Other episodes • Instagram • Twitter • YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here.

SPONSORS: - Don't miss out on all the action this week at DraftKings! Download the DraftKings app today! Sign-up using https://dkng.co/bears or through my promo code BEARS. - Don't let financial opportunity slip through the cracks, get half off your first year with promo code BEARS at https://www.monarchmoney.com/bears - As always, get your first month of BlueChew FREE Just use promo code BEARS at checkout and pay five bucks for shipping. https://bluechew.com - Sponsored by BetterHelp. Our listeners get 10% off their first month at https://betterhelp.com/bears - Download the CFO's Guide to AI and Machine Learning at https://NetSuite.com/BEARS. We're sorry, guys! Tom and Bert are back in the cave with a full plate: Druski's viral NASCAR “whiteface” sketch and the art of deep-cover character work, a big “Would you die for your country?” debate, and discuss why streaming giants (Kai, Adin, Jack, etc.) have completely remixed entertainment. Plus, Tom relives an electric college football weekend (FSU at home against Alabama = goosebumps), Bert admits he tried to move a 400-lb armoire and declared himself top 0.5% strong in the city, and the guys hatch a chaotic million-dollar plan to manage an OnlyFans creator—will it work? Is white-face really back? Is Bert making things up? Watch and find out! 2 Bears, 1 Cave Ep. 305 https://tomsegura.com/tour https://www.bertbertbert.com/tour https://store.ymhstudios.com Gambling problem? Call one eight hundred Gambler. In New York, call eight seven seven eight HOPENY or text HOPENY (four six seven three six nine). In Connecticut, Help is available for problem gambling. Call eight eight eight seven eight nine seven seven seven seven or visit https://ccpg.org. Please play responsibly. On behalf of Boot Hill Casino & Resort (Kansas). Twenty-one plus age and eligibility varies by jurisdiction. Fees may apply in Illinois. Void in Ontario. Bonus bets expire seven days after issuance. See https://sportsbook.draftkings.com/promos. NFL Sunday Ticket offer for new subscribers only and auto-renews until cancelled. Digital games and commercial use excluded. Restrictions apply. Additional NFL Sunday Ticket terms at https://youtube.com/go/nflsundayticket/terms. Limited time offer. Chapters 00:00:00 - Intro 00:01:30 - Druski Doing White Face 00:10:54 - Streamers Ruined The Military 00:17:32 - Would You Die For Our Country? 00:26:25 - Kam Patterson 00:33:20 - Another Tour 00:38:25 - College Football Weekend 00:49:42 - Let's Become OF Boosters 00:59:17 - Bert's Fight With LeeAnn 01:05:28 - Wrap Up Learn more about your ad choices. Visit megaphone.fm/adchoices