Podcasts about cfo

On today's episode, Dr. Mark Costes sits down with Erik Brenner, CFP and author of The Personal CFO Revolution, to discuss how dentists, physicians, and other high-income professionals can build a "personal CFO" framework without needing a nine-figure net worth. Erik explains how integrating investment management, tax planning, and retirement strategy under one coordinated plan mirrors the family office model traditionally reserved for the ultra-wealthy. They explore the critical difference between simply deferring taxes and truly mitigating them, why working with a fiduciary matters, and how proactive tax projections can dramatically impact long-term wealth. The conversation also covers strategies available to both practice owners and W2 earners, including oil and gas investments, solar tax credits, leveraged deductions, and opportunity zone planning. This episode is a must-listen for anyone looking to grow income while keeping more of what they earn. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://hilltopwealthtax.com/podcast https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Feeling stuck on the revenue treadmill—working harder, selling more, but taking home the same? We brought on Kelly Wise, strategic bookkeeper and CFO for online business owners, to break down how to build sustainable profit you can count on and finally pay yourself with confidence. Together we challenge the myth that growth alone fixes cash flow, and we show how expenses quietly swell to meet your sales unless you plan your margins on purpose.We start by defining sustainable profit in plain terms, then map it to the season your business is in: growth, maintenance, or restructure. Kelly shares the TIP framework—Time, Intention, Predictability—so you can choose how much energy to invest, plan outcomes upfront, and create profit that repeats. You'll learn how to spot the red flags of an unsustainable model: endless hours, flat take-home pay, reactive spending, and the urge to throw money at ads or hires without a clear strategy.From there, we turn bookkeeping into a power tool rather than a tax chore. Kelly walks us through the five expense buckets—Owner Compensation, Team, Marketing, Business Health, and Operations & Delivery—and how to convert each into a percentage of revenue to see what's healthy, what's bloated, and what's starving your profit. We dig into common pitfalls like over-indexing on ads, stacking subscriptions that go unused, and underinvesting in team support that would free you for sales and delivery.If you want a 90-day plan to lift profit without adding hours, we outline three simple moves: run a 15-minute profit pulse, cut low-ROI recurring costs, and right-size your team so your time goes to high-value work. For owners not on payroll, we clarify how to pay yourself from profit and set aside taxes intentionally. To make it concrete, Kelly shares her Create Predictable Paydays calculator—a simple, visual tool to average your revenue, expenses, and profit, then plan how much goes to you, taxes, savings, reinvestment, or debt.Subscribe for more straight-talking strategy, share this with a founder friend who's stuck chasing topline wins, and leave a review with the one expense you're cutting this week. Your profit plan starts now.Read the full article.If you want deeper coaching, more transparency, and the episodes that actually help you make decisions faster in your business, then subscribe to Unhinged.Support the show

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Tim Mercer. Author of Bootstrap Millionaire and CFO of Cadence Ventures, Inc.:

Mastering Ecosystem Growth and AI Transformation Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this episode, Vince Menzione sits down with Rebecca Jones, Chief Growth Officer of Bridge Partners, to deconstruct the “Power of Three” co-selling model and the shift from AI experimentation to scalable business outcomes. They explore the critical importance of customer-centricity, the role of agentic workflows in solving complex B2B problems, and why the most successful leaders prioritize progress over perfection to show momentum within weeks rather than years. From her background in the financial sector to her experience scaling with industry titans like Microsoft, Rebecca provides a masterclass on navigating the current “tectonic shifts” in technology through strategic alignment and executive commitment. Key Takeaways Bridge Partners focuses on connecting strategy to execution, boasting a 90% referral rate driven by deep expertise in product marketing and partner ecosystems. The market is shifting from mere AI “dabbling” to purposeful applications in MVP and scale, specifically through agentic AI that tackles real business problems. Success in today's landscape requires knowing your underlying value and maintaining an unwavering focus on customer-centricity. The “Power of Three” (Hyperscaler, GSI, and ISV) remains the ultimate design for go-to-market scaling, provided there is a clear joint value proposition. To show immediate momentum, new executives should focus on “quick wins” achievable within six to eight weeks rather than long-term three-year plans. Effective co-selling requires removing blockers like compensation misalignment and securing top-down executive sponsorship across all leadership silos. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. https://youtu.be/nClWjCm6S6A At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Rebecca Jones, Bridge Partners, Chief Growth Officer, co-selling, Power of Three, Hyperscaler, GSI, ISV, SAP, Microsoft, agentic AI, AI experimentation, pipeline velocity, pre-sales workshops, account-based marketing, ABM on steroids, GTM strategy, executive sponsorship, partnership ecosystems, B2B growth, tech industry trends 2026, Ultimate Partner, Vince Menzione, orchestration, value proposition. Transcript Rebecca Jones Audio Episode [00:00:00] Rebecca Jones: Because most of the agents I’ve seen drop into um, a lot of the areas where you and I can download are features. [00:00:07] Vince Menzione: Yes, [00:00:08] Rebecca Jones: they’re really feature agents. I love where we are ’cause we’re starting to tackle real business problems. [00:00:17] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Today I’m joined by Rebecca Jones, the Chief Growth Officer of Bridge Partners for this compelling discussion. Rebecca, welcome to the podcast. [00:00:33] Rebecca Jones: Thank you, Vince. [00:00:34] Vince Menzione: I am so thrilled to have you in Boca in the studio. [00:00:37] Vince Menzione: We’ve been working together now for a couple of years. We [00:00:39] Rebecca Jones: have, [00:00:40] Vince Menzione: and yesterday we were at the Ultimate Partner live executive winter retreat here in Boca. Uh, we’re recording in late February, early March timeframe. And, uh, just it was so thrilling to have everyone in the room yesterday. [00:00:55] Rebecca Jones: Was it? I mean, the energy. [00:00:56] Rebecca Jones: It was amazing. [00:00:57] Vince Menzione: Yeah, [00:00:58] Rebecca Jones: it was amazing. And thank you so much for having me. I mean, Florida’s gorgeous this time of year. It’s nice to get outta Seattle. [00:01:04] Vince Menzione: Well, it’s, it’s always, I, I, we, we love Seattle. Yes, we love, we do love to be in Seattle and especially in the spring, which we’ll be there together. We’ll talk about that in a little bit, but, um. [00:01:14] Vince Menzione: This is our first time actually having an interview. I mean, we’ve had you on stage. Yes. We’ve had Bridge as a part. Bridge Partners has been a partner. It’s ultimate partner. How’s that? And, uh, you’ve led some workshops. You help organizations to be successful and I thought just like to start out like, tell us more about you. [00:01:32] Vince Menzione: Yeah, bridge Partner and your role at Bridge Partners. And, uh, just to frame, to frame the conversation today. [00:01:40] Rebecca Jones: Okay. Of course. So let me tell you a little bit about my background. Um, I’ve been in the technology industry for a few decades now, and I started within the product and go to market, side of the house. [00:01:54] Nice. [00:01:54] Rebecca Jones: And I’ve navigated across a number of functional areas. From product to partner and sales. [00:02:02] Vince Menzione: So product development, [00:02:04] Rebecca Jones: engineering, [00:02:04] Vince Menzione: product marketing. Product marketing. [00:02:05] Rebecca Jones: Product marketing. [00:02:06] Vince Menzione: Yeah. [00:02:07] Rebecca Jones: Yes. And so when you look back on the areas of where I focus my time, it’s really how do you help customers grow and how do you help companies grow? [00:02:17] Rebecca Jones: Um, and a lot of my background is in B2B. [00:02:20] Vince Menzione: Very cool. [00:02:21] Rebecca Jones: Yeah. [00:02:21] Vince Menzione: And where’d you get your start? [00:02:23] Rebecca Jones: I started actually in the financial sector. [00:02:26] Vince Menzione: Very cool. [00:02:27] Rebecca Jones: Yeah, [00:02:27] Vince Menzione: very cool. That’s, well, that’s a good grounding and [00:02:30] Rebecca Jones: it’s an excellent grounding. And when you look back, and when I look back at what that provided as a foundation, it’s really the economics of a business and how do you help a business and what are the trend lines behind that by industry and and whatnot. [00:02:45] Rebecca Jones: And so I moved from that over to. More agency view, and so the real market facing view and then back inside to really look at how companies develop their products and bring ’em to market. [00:02:56] Vince Menzione: That’s an exciting, well, I think it’s exciting. I hope our listeners and viewers think it’s exciting and I know Bridge Partners because when I was at Microsoft, we worked with Bridge Partners. [00:03:06] Vince Menzione: But for the listeners and viewers that are with us today, maybe a little bit of background about the company and its, and its structure and go to market. [00:03:13] Rebecca Jones: Yeah, of course. So Bridge Partners is almost 20 years old. [00:03:18] Vince Menzione: Wow. [00:03:19] Rebecca Jones: Wow. [00:03:19] Vince Menzione: Yeah. [00:03:19] Rebecca Jones: Can you believe it? [00:03:20] Vince Menzione: We were newbies when I was working with you. [00:03:22] Rebecca Jones: We, we were newbies and uh, the company was really founded on the principle of how do you connect strategy to execution. [00:03:32] Rebecca Jones: And within that, our first customer was Microsoft. [00:03:36] Vince Menzione: Interesting. [00:03:37] Rebecca Jones: Yeah, yeah, yeah. Uh, and that was an incredible spot to be and an incredible time to be in a company that started to evolve and grow with one of the titans in the industry. And obviously a incredible market leader in the tech industry. [00:03:56] Vince Menzione: Well, and that time 20 years ago, ’cause I was, I was along for that journey. [00:03:59] Rebecca Jones: Yeah. [00:04:00] Vince Menzione: Uh, it was a time of tumultuous change at Microsoft. [00:04:03] Rebecca Jones: Yes. [00:04:04] Vince Menzione: Uh, in fact, we were talking about the, uh, entrepreneur’s dilemma earlier, uh, today, and Microsoft was going through that period where, you know, we, everyone loves Steve Bomber, but there was a time within the organization that it was stuck. [00:04:18] Rebecca Jones: Mm-hmm. [00:04:19] Vince Menzione: And it had to transform as an organization. [00:04:22] Rebecca Jones: A hundred percent. And so when you think about companies like Microsoft, it’s not only what they do, but how they bring that to market. Yep. And uh, so when you think about where Bridge Partners started and having the privilege to be in Microsoft of all places to, um, cut your teeth on you look at where we started and where we’ve grown from there. [00:04:44] Rebecca Jones: Uh, within the tech industry, we’ve worked across, um, multiple hyperscalers. We’ve worked across, uh. Really the top tier tech and telco, those top 100. Yep. And all the household names. And then throughout that, across the partner ecosystem, because you and I both know these companies grow and scale their businesses through the partner ecosystem, and so we’ve been privileged to work across. [00:05:08] Rebecca Jones: Multiple depth and breadth partners in that play. [00:05:12] Vince Menzione: And as an agency, are you more known for project management go to market? Uh, what, what are the areas and focus where the outcomes that you achieve? [00:05:21] Rebecca Jones: Yeah, so we’re known for. Being on the growth side of the house. And how I define that is you find us in marketing, but that center of gravity is in product marketing. [00:05:32] Vince Menzione: Yes. [00:05:32] Rebecca Jones: And then how you scale that through partner ecosystems and then supporting that field or that sales organization. So when you think about those three pillars within the organization, that’s where you’ll find us. [00:05:43] Vince Menzione: And why would I choose Bridge Partners? [00:05:46] Rebecca Jones: Oh, well, um, based on experience. Um, and then when you think about Bridge Partners, it’s not, um, just what we do, but when you take a look at our engagements and background, we’re over 90% referral. [00:06:01] Vince Menzione: Wow. [00:06:02] Rebecca Jones: And so people take us with them and um, what I look at is have we actually moved the needle or driven the customer outcomes? And when you think about the customers that we’ve worked with and the companies in this industry. It’s quite a roster and I don’t take that lightly because if you’re going to help support these companies and help them grow, it’s a testament to how we were able to accomplish that. [00:06:27] Rebecca Jones: Because all these companies have complex enterprise organizations. Their go to market is nuanced and how they want to, and then, um, get and grow. And so these are just a couple of the different ways that we’ve been able to be successful. [00:06:42] Vince Menzione: Fantastic. You know, you’ve done workshops at our events and talked to our community about how to help them achieve their greatest results. [00:06:50] Vince Menzione: What would you say to them? Now we’re living in this time? I, I I, I said this earlier, I don’t want to use the term tectonic shifts, but I’m running out of words to describe how tumultuous this time feels right now to me. [00:07:03] Rebecca Jones: It’s interesting you say that. I was thinking about that. ’cause both you and I have been in the industry for a bit. [00:07:08] Rebecca Jones: Yeah. And, um, there’s some pattern recognition happening right now for me and how I look at the go to market and these, these points in time and the evolution and. This point in time, it is a tectonic shift. But a lot of companies have other, have had to go through these challenges before. If you think about, um, the migration to the cloud and [00:07:33] Vince Menzione: yes, [00:07:33] Rebecca Jones: all of the unlocks that it has, and at the end of the day it’s, it’s shifting and thinking about new business models and it’s shifting and thinking about go to market, but there is. [00:07:43] Rebecca Jones: There are things that ring true no matter where you are. And one of the things I’ve always taken a look at is, do you know your underlying value and relevance in market? And are you being customer centric? That never goes outta style, right? Do [00:07:58] Vince Menzione: you know your value and are you customer centric? That makes a lot of sense, right? [00:08:02] Vince Menzione: Yeah. And do they, what do you do? And, and do they, how do what, how do they answer to that question? [00:08:07] Rebecca Jones: Well, that’s a, that’s a thinking question. Yes. Right? Yes. It takes a minute to think about that. Um, where is your moment of relevance with a customer? [00:08:16] Vince Menzione: Yeah. [00:08:17] Rebecca Jones: Where is your moment of relevance with a customer? [00:08:19] Rebecca Jones: And when you think about your reason to exist as a business, you have a really defined ICP, an ideal customer profile, and where’s your moment of relevance and. Yes. There’s a lot happening right now, and I think also because of where we sit in the industry and being in the midst of all of these giants with incredible technology to bring to market. [00:08:44] Rebecca Jones: Yeah. We’re, we’re in the front end of this wave or the, the, the tectonic shift that you’re talking about. It’s just, you know, it’s unsettling to a certain degree, but it’s really energetic and it’s. Dynamic and, and there’s so much opportunity out there. So [00:08:59] Vince Menzione: much so, you know, you had me thinking about the $600 billion that’ll be invested this year and just in cloud infrastructure and chips, right? [00:09:08] Vince Menzione: Yeah. So data centers and chips, and talk about that being like kind of creating this wave, this huge tsunami that’s coming for the beaches and, and everything seems to be. Every week there’s a new announcement, and recently it’s been philanthropic and clawed. And yes, uh, the markets are reacting. They’re, um. [00:09:30] Vince Menzione: They’re almost, uh, imploding in some ca in some cases because they’re trying to react the financial analysts, they’re trying to react to what’s happening right now. [00:09:38] Rebecca Jones: It, the investment is massive and it’s, it’s incredible and it’s massive. And over the last year, you saw a lot of experimentation. Yeah. And you saw a lot of dabbling, a lot of, you know, quite. [00:09:52] Rebecca Jones: Frankly, a little bit of concern about is this gonna pay off? [00:09:56] Vince Menzione: Yes. [00:09:57] Rebecca Jones: And when you look at where we are in this chain cycle and this adoption cycle, we’re right at the front end, the early adopters. And so a lot of the work that we’re doing, and where I’m focused on is how do you move from experimentation? To truly having some movement over into MVP and scale. [00:10:18] Rebecca Jones: And so I’ll just harken back to Yeah, [00:10:19] Vince Menzione: please. [00:10:20] Rebecca Jones: That product mindset of when you’re looking at opportunity within the business, there was a lot of, um, there was a lot of pockets of experimentation just for fun. Just for fun. And so when you look across the business, um, and what, what we observed was, um, businesses of all different sizes, experimenting and, and some were just, they’re fun, they’re dabbling, right? [00:10:45] Rebecca Jones: But it, it changed in the second half of last year, people became much more thoughtful, much more purposeful, um, thinking forward about how would this be applied to my business? Yeah, because the question now isn’t. Could we do this? It’s really, should we do this [00:11:03] Vince Menzione: right? And and there was a period of time, I don’t mean to interrupt you, but there was a period of time when we were talking about earlier in in last year, we were talking about halluc hallucinations still. [00:11:13] Vince Menzione: Yes. So there was a lack of confidence on the platform side. Yes. Microsoft had brought out. Uh, it’s copilot solutions early to market. And there was some, uh, pushback from the community saying, we’re not seeing the results of that. Yeah. From the financial community specifically. And then I think what you said is then the second half of the year things started to change. [00:11:35] Vince Menzione: There was greater confidence. The [00:11:36] Rebecca Jones: Yeah, [00:11:37] Vince Menzione: I’d say the models got better. [00:11:38] Rebecca Jones: The models got better. But when you think about innovation, that’s inherent risk, [00:11:43] Vince Menzione: right? [00:11:43] Rebecca Jones: Right. Yes. When, when you’re on an innovation curve, yes, that’s risk. And so you have to look at as any great CFO will tell you diversification innovation. [00:11:56] Rebecca Jones: When you start to look at that market landscape, you’re creating risks. Yes. So they’re investing a lot and they wanna know when the payoff is coming back into the business. Right? Or back into the market. [00:12:08] Vince Menzione: So Rebecca, where is the AI market right now? [00:12:13] Rebecca Jones: Oh, that is a tough and great question, Vince. [00:12:18] Vince Menzione: I mean, we’ve gone through it and I’ll, I’ll kind of frame this for, yes, for, for everyone, at least from my perspective of what’s happened, right? [00:12:24] Vince Menzione: So, uh, September, 2022. Chat, GBT. Yeah. So we get into chat bots or chat bot, chat bot, chat bot, chat bot the first year or so, beginning of last year, 2025. A agentic AI really starts to take hold. It’s, it becomes a new term. In fact, I don’t think we were even using the term agentic AI before the end of 24, beginning of 25. [00:12:47] Vince Menzione: And then agents have really proliferated, um, all of the marketplaces now have agents and people are developing their own agents and so on. And all the tools, like all, all the cloud tools have agent capabilities. And now, um. We’re in 2026 and we’re still in the first quarter. It feels like the agents are starting to rule the world and maybe taking over the world [00:13:10] Rebecca Jones: they might be. [00:13:11] Vince Menzione: Yeah, [00:13:11] Rebecca Jones: right. There is definitely a proliferation of agents and I’m anticipating a lot of consolidation of that. ’cause most of the agents I’ve seen drop into, um. A lot of the areas where you and I can download are features. [00:13:26] Vince Menzione: Yes. [00:13:26] Rebecca Jones: They’re really feature agents and those will get consolidated ’cause the where we are and you ask where we are in the market. [00:13:33] Rebecca Jones: What I love. I love where we are ’cause we’re starting to tackle real business problems. And what I’m observing and what we’re working on is really helping connect back into the business to really start that transformational work. [00:13:48] Vince Menzione: So take us through that. I’d love that. I’d love, give us a scenario or [00:13:51] Rebecca Jones: give us a use case. [00:13:52] Rebecca Jones: Do this. Yeah. I think’s really great scenarios here that I can walk you through. And first and foremost it is, and I’m gonna go back and I talked about specialization in specialty areas. Yes. That’s really important. Um, we talked yesterday during the conference around, um, industry. What industry are you in? [00:14:11] Rebecca Jones: You know, I’m in tech and that’s, that’s, we know that industry, we know those business models really well. That’s extremely important. And then you move within that. And what functions do you know and functions in this, you know, order are the product marketing function, how does that work? [00:14:30] Vince Menzione: Yeah. [00:14:30] Rebecca Jones: How does that work in an enterprise organization or a sales function or a. [00:14:36] Rebecca Jones: Partner function. And within that, what are all the workflows? How do these teams operate together? And so that’s where that curiosity comes in of not just how you did the work. How is the work orchestrated? [00:14:49] Vince Menzione: Inter orchestration is a huge topic area. [00:14:51] Rebecca Jones: Orchestration is a huge topic. Let’s, let’s go [00:14:53] Vince Menzione: there. [00:14:54] Rebecca Jones: E Exactly. [00:14:55] Rebecca Jones: And that’s where that curiosity, you know, I was talking about pattern recognition comes in how is the work designed? And that becomes. The blueprint for how you start to think about agentic workflows. And if you don’t have a great workflow, you don’t wanna replicate that in an agent, but Exactly. You definitely need to understand that. [00:15:18] Rebecca Jones: And so why don’t I take something that, um, I think will resonate for anyone listening to this podcast, because everyone is probably looking for growth this year and wanting to accelerate [00:15:28] Vince Menzione: Yes. [00:15:29] Rebecca Jones: Sales. Their pre-sales funnel. So if we just take that pre-sales motion and specifically now with where partners might play in that or where, um, technology companies might want to enable their partners better. [00:15:47] Rebecca Jones: When I start to break down a pre-sales function, you have areas within that. Whole workflow that your marketing department might be driving. They might be driving top of the funnel or or demand programs. And then as you move down the funnel, let’s call it mid funnel, that really has opportunities for partner and field sellers to come in and. [00:16:07] Rebecca Jones: You might be seen or observing that your, um, pipeline velocity is not where you want that, right? Mm-hmm. You might be, you know, as they say, stuck. Stuck. [00:16:18] Vince Menzione: Yep. [00:16:19] Rebecca Jones: And so when you start to look at what agents could do within that, I’ll use a real use case, um, around pre-sales workshops. You and I are both familiar with that. [00:16:28] Vince Menzione: We, we are, we were just talking about this last night, in fact, at dinner, about pre pre-sales workshops and how this is still such a vital component, how organizations work together. [00:16:37] Rebecca Jones: Such a vital component, um, for multiple reasons, right? You get to engage directly with the customer. You get to spend time with that customer. [00:16:46] Rebecca Jones: You get to ensure you understand what are their most pressing use cases and really help them design and buy into a solution far before you get to a proposal. And quite frankly, if you do this right. You also have an adoption plan, and then think about it from other functional areas in the organization. [00:17:02] Rebecca Jones: You start to pattern match across those presale workshops. You can start to see the use cases that are most valuable in market and start to put that into your messaging. So you think about presale workshop, it’s just not the activity of having a workshop, but if you could build an agent. To really help design around partners, enabling partners to deliver better presale workshops. [00:17:27] Rebecca Jones: Interesting. And how are you ingesting information that goes into the workshop? How are you helping, um, develop materials and first drafts faster for proposals post? How are you. Data is informing this. What are you collecting and what are you providing, and then what are you delivering? If you take that one simple component in a pre-sales process, you can see where I’m going. [00:17:53] Rebecca Jones: Yeah. All of a sudden, an ecosystem starts to show up around how could you connect better back with product marketing? What are they doing? What could you inform them with, with the data that you’re bringing in? [00:18:03] Vince Menzione: Interesting. [00:18:03] Rebecca Jones: And then what are the. Deterministic pathways outside of that, that you could be informing downstream down to first, first stress faster on proposals. [00:18:13] Rebecca Jones: Are you helping those partners with an adoption plan? The service partners in there. And so that is the designer and the architect of understanding how that workflow comes to life. And then you can really start to think about the outcomes that you wanna drive. And that’s where I love to start the conversations. [00:18:31] Rebecca Jones: That shouldn’t be an afterthought. That should be where you start. [00:18:35] Vince Menzione: So how do you, how do you, how do you start with this? You gave me a great example, but how do you apply this in the business? Like what do you take when you meet with a client to talk about pre-sales workshops as an example? [00:18:47] Rebecca Jones: Yeah. [00:18:47] Vince Menzione: You take a proforma of what a pre-sales workshop would look like. [00:18:51] Vince Menzione: I’m, I’m, I. I might be wrong on this, but you have, like, you, you now have, uh, AI or AI that they go out and pull the data that you would normally ask maybe in some, some, uh, process, uh, information flow process that we grab and, and pull this into the, to the, to the form. The [00:19:10] Rebecca Jones: first question I always ask is, why. [00:19:12] Rebecca Jones: Why is this so important and valuable? I might have an assumption why, based on my experience, but I want the facts, right? I wanna know how they’re measuring it today, so we have a baseline and I wanna understand what their goals are. [00:19:28] Vince Menzione: Okay? [00:19:29] Rebecca Jones: Are they looking to increase revenue? X percentage. Uh, how many deals are they anticipating? [00:19:38] Rebecca Jones: How many presale workshops do they typically deliver through partner a year? Are they looking to scale that? Probably, yes. Are they looking to increase the value that they’re getting into contract post presale workshop? Probably yes. But I want that empirical data. And then I also wanna know where are they storing that? [00:19:57] Rebecca Jones: Where are they sourcing that? And so it, it really. The question and the question set really is understanding the business outcomes and the why. I, I ask a lot of why, and it really helps you frame in what would be the best outcome or the best solution, and then where do you start? Because there’s a lot of appetite for a. [00:20:21] Rebecca Jones: A transformational workflow from A to Z. And that’s a hard place to, [00:20:26] Vince Menzione: it’s hard show momentum. It’s hard. It’s hard, [00:20:27] Rebecca Jones: right? [00:20:27] Vince Menzione: It’s, it’s hard to document your current workflow flows. [00:20:30] Rebecca Jones: Yeah. [00:20:30] Vince Menzione: Let alone come back and do this ally. [00:20:33] Rebecca Jones: Yes. [00:20:34] Vince Menzione: And create the best outcomes. [00:20:36] Rebecca Jones: Yes. [00:20:36] Vince Menzione: So I go back to this and I go, well, what, what creates the best outcomes? [00:20:39] Vince Menzione: Where the customer signs at the dotted line, and then how do you work back from that to the pre-sales workshop? Is that how [00:20:46] Rebecca Jones: you do it? A hundred percent. It’s a hundred percent. And then where do you start? How do you show, um, progress, not perfection. And so in this world, there’s a lot of, um, pressure. To show progress, outcomes, momentum. [00:21:00] Rebecca Jones: Yeah. And these very significant investments that are being made. And so how do you get them to quick wins? And so you know this, for any new executive coming into role, what are your quick wins? Yes. Right? Yes. You need to transform an organization, you need to transform a function. How do you set them up for success? [00:21:19] Rebecca Jones: And that’s always in my mind, that’s always in the mind of. The bridge partners, leaders of how do you set this leader up for success? And it’s that point between strategy and execution. How do you help them show quick wins? And so I broke you down that process. Yep. Of how would you think about in that use case, how to bring that back and help them show quick wins? [00:21:42] Rebecca Jones: Not in six months or a year, but in six weeks to eight weeks. How do you, how do you get them on that journey and then help them build to that next slide. And [00:21:51] Vince Menzione: in fact, that’s how you, you, you’ve made your, your name or your fame in the industry is really coming in and helping some of these executives, especially when they’re newer in role. [00:22:00] Rebecca Jones: Yes. [00:22:00] Vince Menzione: And those of us who’ve been around the Microsoft ecosystem know this well. Like you get asked day one, what’s your plan? The, while the fire, while the fire hose is blowing in your face at a hundred, a hundred miles an hour? Uh, what’s your plan? [00:22:14] Rebecca Jones: What’s your plan? What’s your [00:22:14] Vince Menzione: plan? [00:22:15] Rebecca Jones: What is your plan? [00:22:16] Vince Menzione: Yeah, yeah. [00:22:16] Vince Menzione: And then you have to show some measurable results fairly quickly. [00:22:19] Rebecca Jones: You have to [00:22:20] Vince Menzione: because you’re asked to get up in front of everyone. Yeah. Very soon. [00:22:23] Rebecca Jones: And that’s a blueprint that we have. We have, it’s a quick win. And when you think about all of these organizations that we’ve worked with, um, speed to market is a value signal. [00:22:36] Vince Menzione: Yep. [00:22:36] Rebecca Jones: Right? And that speed and quality. Where are you willing to take the risk? Where are you willing to fail fast? And what outcomes are non-negotiable and what are, and so when you look at that, there’s, there’s conversations that need to be had on. And being able to filter out the noise to get down to what’s really gonna move the needle, um, for our clients and for the executives that we work with. [00:23:06] Rebecca Jones: So they can show momentum and progress quickly. And then we talked a lot about it. We don’t do three year plans, right? We’re gonna help you show progress in months, [00:23:16] Vince Menzione: nice. [00:23:17] Rebecca Jones: And in quarters, right? It’s not, um, 10 years. [00:23:19] Vince Menzione: Can anybody even have a three year plan anymore? [00:23:22] Rebecca Jones: Who’s got one? [00:23:23] Vince Menzione: I’d love to spend some time on co-selling with you. [00:23:25] Vince Menzione: Yeah. Just because I know this was a topic that came up one of our workshops in the Yeah. We hosted, yes. Last year we hosted a session. With another partner. Bridge Partners. [00:23:34] Rebecca Jones: Yes. [00:23:35] Vince Menzione: And you talked about the power of three and I know you’ve published some information about the power of three. I thought maybe we’d talk about that. [00:23:41] Vince Menzione: ’cause I think that is fascinating and it seems very relevant even in yesterday’s conversation. Uh, there was a conversation about another partner, uh, that is looking to build an ecosystem that hasn’t really thought about building out an ecosystem before, as an example. And this, this, I think is some of the work that you do really applies against this. [00:24:01] Rebecca Jones: Yeah. This, I mean, it, it’s a hot topic, right? Yeah. Power of three, which fits under the umbrella of co-sell Yes. And co-selling. And everyone has a slightly different definition, so I’ll define where we play. Good in there. Um, and then I’ll talk to you about the power of three, um, because that’s one of. Um, I’ll call it the scenarios under co-selling. [00:24:23] Rebecca Jones: Yes. And it’s a very popular one. It [00:24:24] Vince Menzione: is pop Well, it is for v various reasons too because, and I’ll just set the context for this. We were used to co-selling being a technology organization and a and a hyperscaler, like a Microsoft. [00:24:37] Rebecca Jones: Yes. [00:24:37] Vince Menzione: Going to do something together and driving direct output or sales. Now we have finally seen where marketplaces, which has become the co-sell engine, have now enabled the channel. [00:24:49] Vince Menzione: Um, the reseller enabled, uh, offers now to now, uh, operate on behalf of, and so at least in that case, that’s three right there. Now, there might be more than just three. We talk about the seven seats of the table, but the power of three is palpable right now. [00:25:04] Rebecca Jones: Yeah. Let me tell you about that concept of the power of three. [00:25:07] Rebecca Jones: ’cause when you think about the classic one [00:25:10] Vince Menzione: yeah, [00:25:10] Rebecca Jones: it’s a hyperscaler. [00:25:11] Vince Menzione: Yep. [00:25:12] Rebecca Jones: A GSI. And then an ISB. [00:25:15] Vince Menzione: Yes. [00:25:15] Rebecca Jones: Right? [00:25:16] Vince Menzione: Yes. [00:25:16] Rebecca Jones: I mean that’s the, that’s the power, the powerful power, the three three, [00:25:19] Vince Menzione: the three giants in the [00:25:20] Rebecca Jones: room. The three giants. Yeah. And that’s rarefied air. [00:25:24] Vince Menzione: It is [00:25:25] Rebecca Jones: very [00:25:26] Vince Menzione: verified air. It’s, [00:25:26] Rebecca Jones: yeah. Right. And, uh, we do, we have a published article on that, um, and running a power three with SAP, uh, and it is, um, it changes the dynamics. [00:25:41] Rebecca Jones: Of how companies are gonna scale and grow in this market, right? [00:25:46] Vince Menzione: Yes. [00:25:46] Rebecca Jones: Because we know, um, that what got you to this point? Is likely not gonna get you to that next stage of growth. And all the conversations around the platform play is the partner ecosystem, right? And I look at the opportunity, not just with the power through, I’m gonna talk to you a little bit more about that story and what we’re doing there and how we’re looking at that. [00:26:12] Rebecca Jones: Um, but it is the ultimate. Design for your go to market. Yeah. When you think about how partners and the various types of partners can help you scale, but you need to know what you need. You absolutely need to know, [00:26:29] Vince Menzione: yeah. [00:26:30] Rebecca Jones: What are you trying to achieve in your go to market and what’s missing? [00:26:34] Vince Menzione: What are the gaps? [00:26:34] Vince Menzione: Gaps? [00:26:35] Rebecca Jones: What are the gaps? Are the gaps before you apply? Yes. The power of three, or I’ll talk to you about a couple other use cases within that. So the power of three. Has long been on everybody’s, you know, can, can we get this done right? Can you pattern match the customer set? I’ll often refer to it as a BM on steroids, account-based marketing and on steroids. [00:26:59] Rebecca Jones: Can you pattern match, um, the, the hyperscaler, let’s just use Microsoft in this scenario, the, the. High potential customers of Microsoft Joint with SAP joint, with A GSI. And the more specialized and specific you get in there, it’s not just any, because think about the size of these, you know, companies. Yeah, right. [00:27:24] Rebecca Jones: Then you start to look at, well, let’s get a little bit more specific on these product sets, these industries, these use cases. And then you start to refine that where you can start to identify your greatest opportunity for growth. So that’s the first stage of that. And it is, you know, we, we think about where is that overlap and where is that opportunity, but how do you activate that? [00:27:51] Vince Menzione: And it’s complex because, uh, as you, as you mentioned those three. Organizations, each of them have different go to markets. [00:27:59] Rebecca Jones: They do, [00:27:59] Vince Menzione: they have different, a different mapping of their geographies and their ideal customer profiles. [00:28:05] Rebecca Jones: Mm-hmm. [00:28:06] Vince Menzione: Um, and they, yeah, and they apply different tactics and selling tactics and channel tactics and so on that you have to layer in or you have to take into account when you build this. [00:28:15] Vince Menzione: And SAP’s a very different go-to market motion than a Microsoft, than a, than a, an EY or any name the GSI percent. Yeah. [00:28:23] Rebecca Jones: And so that is why not only is it, um, complex from a. Sharing and figuring out what data you’re going to share. Yeah. But how do you activate it? How [00:28:35] Vince Menzione: do you activate it? [00:28:36] Rebecca Jones: And uh, and that is what all companies are striving to do. [00:28:41] Rebecca Jones: Who are you gonna go to market with? Yeah. What is your best play in the industry? And so I, you know, while this one. There’s very few companies that are gonna be able to activate directly with the hyperscaler, right? Yes. Uh, Microsoft AWS or Google. Um, but there are ways in which you can apply this strategy no matter the size of your organization. [00:29:05] Rebecca Jones: And so when you think about. The power of three. It could be any combination. You are the designer, you are the decider of who is in your power of three. And when you start to kind of unpack that a little bit, it could be Microsoft, SAPN one ISV, or it could be a combination of complementary I ISVs that unlock a play. [00:29:28] Vince Menzione: Mm-hmm. [00:29:29] Rebecca Jones: Like migration to the cloud. [00:29:31] Vince Menzione: Right. [00:29:31] Rebecca Jones: Like it, it could be [00:29:33] Vince Menzione: backup and recovery. I could rattle off the different types of solutions. Yeah. [00:29:37] Rebecca Jones: What is, where are you seeing the greatest opportunity to scale and what ISVs could come in to help you do that? So when you extract that from the power of three, the classic power of three of Costone, you brought that down to, you know, how do you think about that in the masses of marketplace? [00:29:56] Rebecca Jones: Yeah. Or partners of any size. I like to bring this back to. Where do you believe your greatest opportunity is? Do you have, um, opportunity or weakness in your portfolio, your product set? Could a partner come in and help augment that? Do you have a tech platform and you need a services arm to help extend that? [00:30:19] Rebecca Jones: I I mean the, it it, the world’s your oyster. Yeah. You get to kit this together any way you need and then. The power of bringing these companies together. And you and I both know, and that was much of the conversation yesterday, is, um, the greater goodness of companies coming together Yes. To compliment one another to solve a customer problem. [00:30:39] Vince Menzione: How do you take it from concept to execution? Because to me, that’s. Especially when you’re talking about not just one organization like a micro, you’re working with a Microsoft or an SAP, but you’re layering in three types of organizations and you’re going across different sales motions. How do you get them all? [00:30:58] Vince Menzione: How do you get them all aligned in working together the right way? [00:31:02] Rebecca Jones: Magic. Magic. [00:31:03] Vince Menzione: Okay. [00:31:04] Rebecca Jones: I’m kidding. [00:31:04] Vince Menzione: Call bridge, call Rebecca [00:31:07] Rebecca Jones: Magic. [00:31:07] Vince Menzione: Nine nine nine five five five five. [00:31:09] Rebecca Jones: Let, let, let me, uh, let me talk about that because [00:31:13] Vince Menzione: Yeah, [00:31:13] Rebecca Jones: it’s one, there’s the good work, there’s the good thought work and the strategy of how to ensure you’re, you’re pointing and you’ve got the team lined up, right? [00:31:22] Rebecca Jones: Right. And the players lined up. But activation of that. Oh, [00:31:28] Vince Menzione: massive work. [00:31:29] Rebecca Jones: It’s massive work. Yeah. And it’s not a set it and forget it. [00:31:33] Vince Menzione: Right, [00:31:34] Rebecca Jones: right, [00:31:34] Vince Menzione: right. [00:31:35] Rebecca Jones: And when you think about the alignment, and you talked about we, we’ve got different fiscal year ends and we’ve got different sales and center plans. I will talk about a few things. [00:31:45] Rebecca Jones: One, executive sponsorship, top down. [00:31:48] Vince Menzione: Yep. [00:31:48] Rebecca Jones: Right. Um, ensuring, you know, compensation. You gotta get rid of the blockers and the barriers. [00:31:55] Vince Menzione: Yep. [00:31:56] Rebecca Jones: And you have to make it easy and you have to create that space because it’s really, and I’ll talk to you about some of the platforms and technology behind it, but it’s humans working together. [00:32:07] Rebecca Jones: There’s a lot of power in what we’re able to do now with, um, part tech platforms and with agentic solutions. And how do you automate this and how do you bring more power and visibility? Better than ever and, and more than ever. But at the end of the day, we’re activating teams. Across companies. Yep. To work together to bring this together. [00:32:34] Rebecca Jones: And there are playbooks, um, and any, there’s great playbooks out there, but you need to activate that. [00:32:41] Vince Menzione: You need to activate it. And you, you said you gotta get the executive commitment at the top? [00:32:45] Rebecca Jones: Yeah. [00:32:46] Vince Menzione: Not just at the CEO level, but across the leadership team. That’s right. In every silo. Uh, you’ve gotta get, uh, the organization, you have to get compensation taken care of because those, those can be blockers, those could be real blockers from getting the results you want to get. [00:33:00] Vince Menzione: And then you gotta get activation. [00:33:03] Rebecca Jones: Yeah. [00:33:03] Vince Menzione: Right? [00:33:04] Rebecca Jones: You gotta get activation and you have to be really clear on how you’re gonna activate what’s gonna move the needle. And you have to be ready to test, learn, optimize, and you need to put those into sprints. So I’ll give some examples around that. [00:33:20] Vince Menzione: Please do take us through the sprints. [00:33:21] Vince Menzione: ’cause this is, this is getting beyond the theory now. This is what I really wanted to capture with you. Take us through it. [00:33:28] Rebecca Jones: Yeah. [00:33:28] Vince Menzione: Yeah. [00:33:29] Rebecca Jones: So let’s just say we’ve got, we’ve got a power of three. [00:33:32] Vince Menzione: Yeah. [00:33:32] Rebecca Jones: You know, um, ready to roll and, and we’ve picked our industry and we have our use case. Um, between the three of us, the three players, you’re gonna start by allowing someone, and in this case it’s been Bridge Partners to really ensure we have a joint value prop, um, proposition for that end customer. [00:33:54] Rebecca Jones: Mm-hmm. And, you know, you gotta take a little ego out of the room. Typically on the power of three, you’ve got the leading companies coming in. But at the end of the day, if you’ve done this right, it’s, it’s customer first. It’s what’s gonna help solve this customer pain point in that language. And then when you think about activation, it’s who’s, who’s in role first? [00:34:20] Rebecca Jones: Right. And who’s taking point in these customer conversations. Right. Okay. And that is really, really, that’s important. Important. That is important. Who has the relationship? Yeah. Who is going to take lead and who’s gonna follow? And it gets all the way down to whose paper. Is this on? And that’s, that’s sometimes hard. [00:34:41] Rebecca Jones: You’ve got three players in the room, but it’s incredibly important to have those conversations and ensure that this is really end state for the customer. Yeah. So really going through roles and responsibilities and how are we gonna architect this for the customer’s success. Yeah. So that is a critical component of the playbook and then understanding. [00:35:02] Rebecca Jones: Where and what programs are we gonna drive, and then who’s taking what actions. And so I, I mentioned a BM on steroids a little before. Yes. There’s amazing things that you can be doing in market, [00:35:14] Vince Menzione: account-based marketing, [00:35:15] Rebecca Jones: m account-based based marketing, you dunno. Um, account-based marketing and there are some amazing things. [00:35:20] Rebecca Jones: Really truly connected sales and marketing, in this case. Connected sales, marketing and partner. Yeah. And how do you activate these partners together? [00:35:27] Vince Menzione: You used the term part tech, which. Not everyone understands partner technologies. Yes. Organizations like Partner Tap, work Span. Yeah. Tackle. [00:35:37] Rebecca Jones: Structured. Yeah. [00:35:38] Vince Menzione: Structured. If you, these are companies that help with co-selling methodologies, marketplace methodologies. [00:35:44] Rebecca Jones: Yes. [00:35:45] Vince Menzione: Or combining all of those, [00:35:46] Rebecca Jones: if you know, uh, J McBain, uh. Beautiful visual flat map of, um, it looks a little, the 28 moments. Yes. I was just, well, the 28 moments and he’s got the part tech landscape. [00:35:59] Vince Menzione: Oh, [00:35:59] Rebecca Jones: the islands. The islands. [00:36:00] Vince Menzione: Yes. The islands. [00:36:00] Rebecca Jones: Yes, we got it. But there are part tech solutions that support [00:36:03] Vince Menzione: Yeah. [00:36:03] Rebecca Jones: Partner programs, co-sell programs, partner marketing, you know. Yes. And really help to automate a lot of those processes. [00:36:11] Vince Menzione: Yes. [00:36:12] Rebecca Jones: Um, and a lot of those programs. [00:36:13] Vince Menzione: So Rebecca is such a great conversation today. [00:36:16] Vince Menzione: I mean, we can go. Thank you so deep on this. [00:36:18] Rebecca Jones: I know. [00:36:18] Vince Menzione: Which means that we’re all gonna have to be back together in Redmond. You live in the Seattle area? I do. And you’ll be with us. Um, we’ll be hosting the Ultimate Partner, live in, uh, may, May 11th to the 13th. If you’re marking your calendar as listeners and friends, uh, and you’ll be there and. [00:36:36] Vince Menzione: Probably driving some more of this conversation in a workshop format, I hope. [00:36:41] Rebecca Jones: I hope so too. Yeah, it was really rewarding last year. I mean, there’s nothing more powerful to be in the room with partners because the partners are frontline to customers. [00:36:51] Vince Menzione: Yes. [00:36:51] Rebecca Jones: And understanding what they’re seeing and hearing. [00:36:53] Rebecca Jones: And I always think voice of the customer is your ultimate signal. Yeah. So I can’t wait to be there. [00:36:58] Vince Menzione: Very cool. And I have a favorite question I ask all of my guests now. Uh, it is a favorite of mine. You are hosting a dinner party and you can choose where in the world you wanna host this dinner party, and you can invite only three guests, though from the present or the past to this amazing dinner party. [00:37:18] Vince Menzione: Whom would you invite Rebecca and why? And why? [00:37:22] Rebecca Jones: Yeah. Yeah. I’d, um, this is such a great question. I think on every single day I’d have a different collection of folks that I’d want at my home. Uh, I’ve had dinner at some amazing places for me. I would love to host this at my home. [00:37:38] Vince Menzione: Very cool, very [00:37:39] Rebecca Jones: cool. Uh, and the people that I would want there for this particular dinner party, I’m gonna pick, um, three iconic women. [00:37:51] Rebecca Jones: Coco Chanel, [00:37:52] Vince Menzione: Coco Chanel very cool [00:37:54] Rebecca Jones: designer. [00:37:55] Vince Menzione: Yeah. [00:37:56] Rebecca Jones: Um, really changed how women thought about an identity and wardrobe. Um, I would invite Georgia O’Keefe. Wow. She’s my favorite artist. [00:38:07] Vince Menzione: Yeah. [00:38:08] Rebecca Jones: Um, she is one of my favorite artists. Uh, I’m, uh, art and history background. And, uh, [00:38:16] Vince Menzione: that explains, [00:38:17] Rebecca Jones: that, explains that, um, a really interesting perspective. [00:38:22] Rebecca Jones: I love her view on landscapes and. She, [00:38:26] Vince Menzione: that’s why I know her as, you know, landscapes [00:38:28] Rebecca Jones: a landscape artist, um, and much more behind that. And then I would bring one of my favorite authors in, who’s Tony Morrison? [00:38:36] Vince Menzione: Tony [00:38:37] Rebecca Jones: Morrison. [00:38:38] Vince Menzione: I don’t know Tony Morrison. [00:38:39] Rebecca Jones: Oh, um, I would, beloved is her book and Oh, yes. When you think about. [00:38:45] Rebecca Jones: Um, and this is really my passion, my background in art and literature and design, and to have three, three women there, that voice of Tony Morrison, you’ve put that book on your list. Okay. It, it, it changed my life. Uh, and, um, Coco Chanel and, um, Giorgio O’Keefe, I think it would be a really interesting conversation. [00:39:07] Rebecca Jones: I love very cool trailblazers, women who really helped. I don’t know how much they recognize how much they really changed the narrative for other women, um, in their fields and together. But I think it’d be a really fun evening. [00:39:23] Vince Menzione: Very different. Very different. Uh, I was, I know a little bit about Cocoa Chanel ’cause my mom was always in the beauty and fashion industry. [00:39:31] Vince Menzione: So as a kid growing up, I mean her shoe was iconic. [00:39:34] Rebecca Jones: Yeah. [00:39:34] Vince Menzione: Iconic. Chanels an iconic brand was iconic. And, and she was a, wasn’t she a survivor of the. Of, uh, Nazi Germany maybe or something. There’s some, there’s some background or there’s [00:39:44] Rebecca Jones: some background. Flee. Flee [00:39:45] Vince Menzione: Nazi Germany [00:39:46] Rebecca Jones: or something. And what she’s really known for is, um, well many things, but yes, as a designer, really changing the tone and temperature Yes. [00:39:56] Rebecca Jones: Of um. How, you know, fashion and female identity. I think she, um, created the, what everybody knows is the little black dress and really got all that more structured and more modern look and feel of how to, how to wear and just really created a powerful path. [00:40:14] Vince Menzione: Very cool. Yeah. Very cool. [00:40:15] Rebecca Jones: So that’s who I’d have it, this one. [00:40:16] Vince Menzione: That will be a funer. [00:40:17] Rebecca Jones: Next time I’m on your podcast, I’d have a whole new crew. [00:40:21] Vince Menzione: Okay. Well I might. Bring dessert. If you don’t mind, I might bring a little, maybe a little chocolates I think maybe might be very appropriate would for this group and just maybe pop in for a few minutes. [00:40:29] Rebecca Jones: That would be great. [00:40:30] Vince Menzione: Because I don’t wanna inter interrupt the flow my, because this is be a great conversation. Oh my, [00:40:33] no, [00:40:33] Rebecca Jones: you would, I think you’d have a ball. [00:40:34] Vince Menzione: Okay. I, [00:40:35] Rebecca Jones: I mean, I know how close you were to your mother. [00:40:37] Vince Menzione: I am. [00:40:37] Rebecca Jones: And so, yeah. [00:40:39] Vince Menzione: So, um, this isn’t, again, I use this tumultuous term, but we are living in interesting times right now. [00:40:47] Rebecca Jones: We are. [00:40:47] Vince Menzione: And for all of our viewers and listeners. What is your advice to them? What is the one thing you would say? We’re in the first quarter of 2026. Yeah. This ball is moving fast or this puck is moving fast. Yeah. If you were a hockey player, um, what would you say to us now? What, what, what is the one thing you would go do if you’re not doing it now that you should be doing? [00:41:11] Rebecca Jones: Take a moment. Take a moment. As leaders. Your company and your organizations are looking for clarity. They’re looking for a path forward, and there’s a lot of energy out there, which is very exciting, but it can be also very distracting. [00:41:30] Vince Menzione: Yes. [00:41:31] Rebecca Jones: So hold some confidence and clarity for your organization and figure out where you need to be and where you’re going. [00:41:39] Rebecca Jones: That’ll help set your strategy, and this will all come into view. And so what I look to is how do we help enable the organization to grow? And by doing that, you ha you have to put the oxygen mask on yourself. Yeah. Take a moment. [00:41:53] Vince Menzione: Pause. [00:41:55] Rebecca Jones: Pause. Reflect, reflect. I told you I walked down to the beach this morning. [00:41:59] Rebecca Jones: It’s a great moment. Take a moment for yourself. It’s not passing you by. We’re just getting started. [00:42:06] Vince Menzione: Did you hear that? My friends and listeners? Take a moment. And so great to have you here in the room. Yeah. [00:42:13] Rebecca Jones: Thank you so [00:42:14] Vince Menzione: much. Thank you. And I want to thank our listeners, our viewers, for following along, ultimate Guide to Partnering and our YouTube channel Ultimate Partner. [00:42:23] Vince Menzione: And please, please, please come join us. We have an incredible year ahead. This was our event, number one of five. And Ultimate partner Live will be in Bellevue on the 11th through the 13th of May. [00:42:36] Rebecca Jones: Yeah, I’ll [00:42:36] Vince Menzione: see. You’ll see you there. Rebecca will be there. It’s [00:42:38] Rebecca Jones: in my backyard. [00:42:39] Vince Menzione: It’s in your backyard. And we are gonna have incredible leaders in the room. [00:42:42] Vince Menzione: So thank you for watching. Thank you for listening to The Ultimate Guide to Partnering. [00:42:47] Rebecca Jones: Don’t forget, ultimate Partner Live is coming [00:42:50] Vince Menzione: soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.s I, as I wrap up here, I just wanna make sure that what, where

Starting a business can feel empowering, especially if you're looking for control over your earning ability. But a lot of entrepreneurs figure out that instead of building a business that gives them freedom, they've built an extremely demanding job that depends entirely on them.  In this episode, Diana Jaquith shares how entrepreneurs can build a business that has real value beyond the owner. We talk about the financial signals that show whether a business is healthy, and why systems and delegation matter more than most founders realize. We also discuss exit planning and why thinking about the end of your business early can help you build something stronger today. Diana is a CEO, CFO, angel investor, and Certified Exit Planning Advisor (CEPA). She is the CEO of WISE Advise + Assist Team, a virtual growth agency she founded to empower military spouses and veterans, and a managing partner at Cor Leo Advisors, an exit planning firm. Diana has spent more than fifteen years helping entrepreneurs grow, scale, and prepare their businesses for long-term value. https://milmo.co/podcast/build-a-scalable-business For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

"The key is not to prioritise what's on your schedule, but to schedule your priorities."  Ah, Stephen Covey got it right. If you don't know what your priorities are, whatever's on your calendar will be prioritised, which often means low-value meetings and other people's urgencies. Not a great way to work if you want to be more productive and better at managing your time.  This week, we're looking at identifying your core work and eliminating the non-essential.  Links: Email Me | Twitter | Facebook | Website | Linkedin The Hybrid Productivity Course  Get Your Copy Of Your Time, Your Way: Time Well Managed, Life Well Lived The Working With… Weekly Newsletter Carl Pullein Learning Centre Carl's YouTube Channel Carl Pullein Coaching Programmes Subscribe to my Substack  The Working With… Podcast Previous episodes page Script | 408 Hello, and welcome to episode 408 of the Your Time, Your Way Podcast. A podcast to answer all your questions about productivity, time management, self-development, and goal planning. My name is Carl Pullein, and I am your host of this show.  Something that came up in last weekend's Ultimate Productivity Workshop was around identifying your core work. The work you are employed to do or what you do to put food on your table.  In the past, this was easy to do. Job descriptions were simple, and job titles included things like salesperson, accountant, lawyer, administrator, receptionist, lifeguard, and office manager. It was very clear what your responsibilities were, and defining your core work was simple.  Today, hmmm, something's gone disastrously wrong. Now we have job titles such as Empathy Engineer (a software designer), Scrum Master (a project manager of sorts from the twenty-teens Agile trend) or Digital Overlord (a website or systems manager). These are unclear and ill-defined, and figuring out what these jobs entail is challenging, to say the least, but not impossible with some thought.  Then there are jobs such as the “C” roles: CEO, CFO, COO, etc. These are notoriously difficult to define because they are intentionally vague and depend on the company's size, its goals and often the state of the company when a person starts the role.  When Tim Cook took over from Steve Jobs in 2011, he took over a company on the up. When Satya Nadalla took over Microsoft, Microsoft was struggling in the rapidly growing mobile market. Same job titles, but entirely different roles given the state each company was in when they took over. In today's episode, we're looking at core work and, more importantly, how to define your role so you can pull out the tasks you need to do consistently to perform well and make it easier to prioritise the things important to you.  So, without further ado, let me hand you over to the Mystery Podcast Voice for this week's question.  This week's question comes from Chris. Chris asks, hi Carl, I am really struggling to define my core work. I am a sales manager in a medium-sized car dealership. I manage a team of 12 salespeople, and I report directly to the General Manager. The part I am struggling with is what my tasks should be each week. Could you help? Hi Chris, thank you for your question.  For those of you unfamiliar with the concept of core work, your core work is the work you are employed to do. It's how you are evaluated and the reason you were employed. The issue with core work is that over time, the scope of your work can expand to a point where you have so many competing priorities that it becomes practically impossible to decide what needs your attention. And that's when backlogs of important work start to grow uncontrollably.  This can be caused by our innate human need to please people, so we say “yes” to too many things without considering whether we have the time to do the work we ‘volunteered' to do.  The problem here is that once you have said yes to the work outside your core work, you own it. It is now your responsibility to get the job done. Do this too often, and the line between what you are responsible for and what you volunteered to do becomes blurred.  A few years ago, I worked with a client who was a product manager in a pharmaceutical company. Her core work was to ensure that her product's labelling, literature, and local branding were accurate and up to date. She was also responsible for three sales campaigns each year.  Unfortunately, Sam was a people pleaser. She couldn't say no to anyone. She volunteered to be on the Annual kick-off event committee (each year the company had an off-site retreat to motivate the team for the new year), she volunteered to be the lead of a breast cancer awareness campaign her company wanted to run, and if a sales manager asked her to do a presentation to their sales people, she'd always say yes.  But her people pleasing was not confined to her professional life. She volunteered to help organise events at her church, committed to watching her husband play football every weekend and would help her friends out at the drop of a hat.  When I began working with Sam, she was a mess. Her weight had ballooned because she had no time for any physical movement or to watch what she ate; she wasn't able to sleep properly, and she was suffering quite badly from eczema, brought on by stress and a lack of sleep.  The first thing I did was get Sam to write down her original core work. I remember her having to pull out her job description to remind her what that was.  When she looked at it, she began to cry. She confessed that what she did at work was nothing like what was written on those sheets of paper.  So that's where we started.  I also got her to talk to her boss about stepping down from all the volunteer roles she'd accepted so she could focus on the work she was employed to do.  Her boss was brilliant. She helped Sam remove herself from the volunteer roles so she could focus on what mattered.  Within six months, Sam's product was the top-selling product in the company. She'd lost 20 pounds in weight, she was sleeping well, and her eczema had all but disappeared.  She was focused on what mattered and did that brilliantly. So much so that she was promoted after a further year.  I tell that story because it demonstrates why defining your core work is so important. If you are not clear about what you are employed to do, in an effort to look busy and not upset anyone, you will keep accepting more and more roles outside the scope of the job you were employed to do.  This does not mean that you should never accept voluntary roles or help out your colleagues from time to time. It means you should never lose sight of what you are employed to do. And to do that, you first need to identify what it is, then take it to the next level.  That level identifies what doing your core work looks like at the task level. In other words, what do you actually do to perform your core work? So, returning to your role, Chris, as a sales manager, a part of your role will be to support your sales team. What does that look like at a doing level? Does that mean you need to schedule weekly one-to-ones with your team? Maybe you are also responsible for ensuring that the sales data is correct and up to date.  Scheduling weekly one-to-ones is relatively straightforward. You may choose to dedicate a day to doing this, so your focus is on supporting your team and, in doing so, removing a weekly decision.  For example, if you choose to hold your meetings on Mondays, you can block your calendar on those days and get them all done in one day.  Maintaining your sales admin may involve 30 minutes a day of updating your company's internal reporting system. If so, when will you do that?  You may also be responsible for the training of your team. I know many managers are. If so, what does that involve, and what do you need to do personally to ensure it happens?  So what you are doing is looking at the type of work you do and then asking yourself what that looks like at a doing level.  Many medical doctors I speak with tell me their work is more than just seeing patients. Some of their additional roles include renewing prescriptions, completing insurance claims, and sorting out referrals to specialists.  This means being a general practitioner is not as simple as walking into their clinic, going to their office and examining patients all day. They need to find time to do the additional work, which is often an extra 2 hours or more each day.  Once you have identified your core work and pulled out what that looks like at the task level, the next step is to calculate how much time you will need to complete those tasks each week.  In theory, this is easy. After all, if you have done something before, you should be able to figure out how long it will take you to do the same task in the future.  Hahaha, not so easy. We are not machines, and some days we are not at our best. We might be tired, distracted or feeling ill.  And those distractions may not even be of our own choosing. Other people interrupt you, ask you questions, or you are prevented from doing one of your critical tasks because a colleague has not given you the information you need.  I remember talking with a gentleman who ran a car servicing business, and he told me that the biggest issue he had each day was something called “back orders”. This is where a part for a customer's car was out of stock and on order.  Nobody knew when the part would be back in stock, so they could not tell the customer when to bring their car in for the repair, or, worse, the customer could not come in to pick up their repaired car.  In these situations, all you can do is work on the averages.  I've been writing a weekly blog post of around 1,000 words each week for over ten years. You would have thought I would know how long writing a blog post would take by now, after doing it over 500 times. Not a chance.  Some weeks it can take me forty minutes; other weeks, as much as two hours, to write the first draft.  It's the same for these podcasts. This week's episode is number 408, which means I've written 407 scripts, and yet some weeks it takes two hours; others, four. And the worst thing is, I have no idea when I sit down to write the script how long it will take.  In these situations, all you can do is work on averages. I allow two hours for writing these scripts. Most weeks, I can do it in that time; other weeks, I need to find additional time later in the week to finish them.  Same with my blog posts. I have two hours each week protected for writing the posts. Most weeks, I finish well within that time; other weeks, I need the whole time.  I'm working on averages, which ensures the bulk of what needs to be done gets done every week.  And this brings us to the main reason for identifying your core work:  Once you know what your core work is and what you need to do at a task level, you know how much time you need to protect for this work each week. That information alone will tell you how many meetings and voluntary work you can accept each week.  Not knowing what your core work looks like at a task level risks putting yourself in Sam's shoes. And if Sam were here with me, I know she'd be telling you never to let that happen to you. It destroys your health and leaves you feeling rotten every day.  There you go, Chris. Thank you for your question, and thank you to all of you who attended the Ultimate Productivity Workshop over the last two weeks. It's always a joy to help you, and it helps me see where you are struggling with productivity and time management.  Thank you for listening, and it's time for me now to wish you all a very, very productive week.   

Julia Devine In this episode, Dr. Rob Harter sits down with Julia Devine of Relatable Nonprofit to explore the rapid rise of nonprofit consulting and why more professionals are moving into this space. Drawing from a new industry report based on responses from 381 nonprofit consultants, Julia shares what is fueling this post-COVID shift and why nonprofits are increasingly turning to consultants and fractional experts to solve urgent capacity gaps. Rob and Julia also unpack some of the biggest myths about nonprofit consulting, including the idea that only certain specialties earn more or that consulting is simply an easy career pivot. They discuss what today's nonprofit consultants actually do, how retainers and project-based work are shaping the field, and what nonprofit leaders should understand about hiring outside expertise in a changing funding environment. Key Topics Include: Why nonprofit consulting has grown significantly over the last five years, especially after COVID How layoffs, federal funding cuts, and reduced grant support are pushing professionals toward consulting Why nonprofits are hiring consultants and fractional workers instead of adding full-time staff What Julia Devine's report revealed about consultant earnings, hourly rates, and business models The difference between nonprofit consulting and fractional roles such as CFO, COO, or CEO support Why niche positioning and problem-specific marketing matter more than offering general services How retainer agreements and project-based work are helping consultants build sustainable income Mentioned in This Episode: Relatable Nonprofit This Episode is Sponsored By: DonorBox Links to Resources: Interested in Leadership and Life Coaching? Visit Rob's website: RobHarter.com Find us on YouTube: Nonprofit Leadership Podcast YouTube Channel Suggestions for the show? Email us at nonprofitleadershippodcast@gmail.com Request a sample coaching session: Email Rob at rob@robharter.com Subscribe and ShareListen and subscribe to the Nonprofit Leadership Podcast on iTunes, Spotify, or Amazon. Don't forget to like, subscribe, and share with other nonprofit leaders!

What separates businesses that scale from those that stall? In this episode of Right About Now, Ryan sits down with Ken Wentworth — also known as “Mr. Biz.” After a successful corporate career at JP Morgan, Ken left the corporate world to become a fractional CFO and business strategist, helping companies uncover hidden opportunities inside their financials. The conversation explores what many founders miss when building a business: strong financial fundamentals, leadership mindset, and the willingness to challenge the way things have always been done. Ken breaks down how improving cash flow, budgeting discipline, and margins can dramatically change the trajectory of a company. He also shares what he sees across the companies he works with — from why many businesses stay stuck at slow growth to how economic downturns can actually create major opportunities. Ryan and Ken also dive into the evolving role of technology and AI in business, the mindset needed to scale companies, and why many entrepreneurs underestimate the value of listening to their team. Topics Covered • Why many business owners are great at their craft but struggle with the business side • Ken's transition from JP Morgan executive to fractional CFO and strategist • The three financial pillars every company must master: cash flow, budgeting, and margins • Why economic downturns can create major opportunities for growth • How mindset determines whether businesses stagnate or scale • The biggest mistakes companies make when trying to expand locations • Why great companies prioritize employees first • How AI is beginning to impact operations and decision making in business Connect with Ken Wentworth Website: mrbiz.com Instagram: @MrBizSolutions Book: Don't Fake the Funk: F Being Average Connect with Ryan Alford Website: ryanisright.com Instagram: @RyanAlford Listen to Collector Nation

Jay Caplan, a seasoned fractional CFO for real estate businesses, shares his expertise on turning financial guesswork into strategic clarity. Many investors, while handling millions in assets, struggle to track where their money goes. Jay's mission is to get clients "24 hours current" with their financial data, transforming reactive decision-making into proactive, informed planning. He dives into how he builds essential dashboards and tools, integrating data from various property management systems like Yardi and Appfolio with real-time banking information. This comprehensive approach empowers operators to forecast accurately, ensuring they have funds for both distributions and critical capital improvements, rather than facing unexpected cash shortfalls. Tune in to discover how to streamline your financial operations, gain unparalleled insight into your property portfolio, and build a robust financial framework for sustained real estate success.

Juan Ignacio Garcia Braschi is a partner at L40, a boutique SaaS M&A advisory firm with offices in Madrid, Lisbon, and Miami. After two decades in banking, private equity, and operating roles, including serving as CFO of ride-hailing company Cabify, he now helps SaaS founders sell companies typically valued between $20M and $200M. L40 works primarily with B2B SaaS companies doing $5M–$50M ARR, most of them bootstrapped or lightly funded, including companies in Europe and Latin America. Juan explains how today's buyers evaluate SaaS companies, why Rule-of-40 performance still matters even with AI, and how growth rate, retention, and profitability determine valuation ranges of roughly 4–8x ARR. Key Takeaways Growth Drives Valuation: Growth rate correlates most strongly with SaaS multiples. Companies growing 50% command much higher valuations than those growing 20%. Rule Of 40 Still Matters: Buyers increasingly expect SaaS companies to combine strong growth with some profitability. Financial Buyers Dominant: Private-equity-backed platforms acquiring add-ons are the most active buyers for $50M–$100M SaaS companies today. Sell During Momentum: Smaller companies growing 20–40% annually can be an ideal window for acquisition before growth naturally slows. Quote from Juan Ignacio Garcia Braschi, Managing Director and Partner at L40 "If you think that you're going to sell your SaaS company, you should think of that two years ahead of when you want to sell. So don't wait until you're burned out. "Keep in mind that you will have to make a profit at some point to sell to serious financial buyers. So when your company is growing at decent 20, 30, 40% year over year rates, that's probably the sweet spot for selling.  "Significant funds have been raised in the past 24 months and that has to be deployed. Traditional private equity firms are more more interested in tech. These days you see more and more traditional private equity firms going into tech and that's increasing competition and driving multiples up." Links Juan Ignacio Garcia Braschi on LinkedIn L40 on LinkedIn L40 website Podcast Sponsor – Lighter Capital This podcast is sponsored by Lighter Capital. In the last 15 years, Lighter Capital has helped over 600 software and SaaS founders secure simple, non-dilutive financing to grow a little faster—without giving up any precious equity or board seats to investors.  Simple debt funding from Lighter Capital can range from $50K to $10 million, with straightforward terms, no personal guarantees or covenants, and up to a 4-year payback period. Go to LighterCapital.com to apply and get a quick pre-qualification. Then talk with their experienced team to create a practical funding plan to achieve your goals.  The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

If you make good revenue but still feel like there's never enough money in the practice, you're not broken—you're probably just missing financial clarity. In this SNACK episode, Tracy Cherpeski and Miranda Dorta get into one of the most common and least-discussed gaps in independent healthcare: the difference between having a great accountant and having a real financial strategy.  Read the full show notes, memorable quotes, and key takeaways.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Tracy talks about why even accomplished practice owners avoid their numbers (it's not laziness—it's cultural, professional, and deeply human), what to look for when revenue looks fine but money is always tight, and why she sees money as a tool rather than a moral statement.  You'll also hear about the newest offering from Tracy's team: fractional CFO support for practice owners who are ready to move from financial survival mode to strategic, forward-looking growth.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Read the full show notes, memorable quotes, and key takeaways.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Turbopuffer came out of a reading app.In 2022, Simon was helping his friends at Readwise scale their infra for a highly requested feature: article recommendations and semantic search. Readwise was paying ~$5k/month for their relational database and vector search would cost ~$20k/month making the feature too expensive to ship. In 2023 after mulling over the problem from Readwise, Simon decided he wanted to “build a search engine” which became Turbopuffer.We discuss:• Simon's path: Denmark → Shopify infra for nearly a decade → “angel engineering” across startups like Readwise, Replicate, and Causal → turbopuffer almost accidentally becoming a company • The Readwise origin story: building an early recommendation engine right after the ChatGPT moment, seeing it work, then realizing it would cost ~$30k/month for a company spending ~$5k/month total on infra and getting obsessed with fixing that cost structure • Why turbopuffer is “a search engine for unstructured data”: Simon's belief that models can learn to reason, but can't compress the world's knowledge into a few terabytes of weights, so they need to connect to systems that hold truth in full fidelity • The three ingredients for building a great database company: a new workload, a new storage architecture, and the ability to eventually support every query plan customers will want on their data • The architecture bet behind turbopuffer: going all in on object storage and NVMe, avoiding a traditional consensus layer, and building around the cloud primitives that only became possible in the last few years • Why Simon hated operating Elasticsearch at Shopify: years of painful on-call experience shaped his obsession with simplicity, performance, and eliminating state spread across multiple systems • The Cursor story: launching turbopuffer as a scrappy side project, getting an email from Cursor the next day, flying out after a 4am call, and helping cut Cursor's costs by 95% while fixing their per-user economics • The Notion story: buying dark fiber, tuning TCP windows, and eating cross-cloud costs because Simon refused to compromise on architecture just to close a deal faster • Why AI changes the build-vs-buy equation: it's less about whether a company can build search infra internally, and more about whether they have time especially if an external team can feel like an extension of their own • Why RAG isn't dead: coding companies still rely heavily on search, and Simon sees hybrid retrieval semantic, text, regex, SQL-style patterns becoming more important, not less • How agentic workloads are changing search: the old pattern was one retrieval call up front; the new pattern is one agent firing many parallel queries at once, turning search into a highly concurrent tool call • Why turbopuffer is reducing query pricing: agentic systems are dramatically increasing query volume, and Simon expects retrieval infra to adapt to huge bursts of concurrent search rather than a small number of carefully chosen calls • The philosophy of “playing with open cards”: Simon's habit of being radically honest with investors, including telling Lachy Groom he'd return the money if turbopuffer didn't hit PMF by year-end • The “P99 engineer”: Simon's framework for building a talent-dense company, rejecting by default unless someone on the team feels strongly enough to fight for the candidate —Simon Hørup Eskildsen• LinkedIn: https://www.linkedin.com/in/sirupsen• X: https://x.com/Sirupsen• https://sirupsen.com/aboutturbopuffer• https://turbopuffer.com/Full Video PodTimestamps00:00:00 The PMF promise to Lachy Groom00:00:25 Intro and Simon's background00:02:19 What turbopuffer actually is00:06:26 Shopify, Elasticsearch, and the pain behind the company00:10:07 The Readwise experiment that sparked turbopuffer00:12:00 The insight Simon couldn't stop thinking about00:17:00 S3 consistency, NVMe, and the architecture bet00:20:12 The Notion story: latency, dark fiber, and conviction00:25:03 Build vs. buy in the age of AI00:26:00 The Cursor story: early launch to breakout customer00:29:00 Why code search still matters00:32:00 Search in the age of agents00:34:22 Pricing turbopuffer in the AI era00:38:17 Why Simon chose Lachy Groom00:41:28 Becoming a founder on purpose00:44:00 The “P99 engineer” philosophy00:49:30 Bending software to your will00:51:13 The future of turbopuffer00:57:05 Simon's tea obsession00:59:03 Tea kits, X Live, and P99 LiveTranscriptSimon Hørup Eskildsen: I don't think I've said this publicly before, but I just called Lockey and was like, local Lockie. Like if this doesn't have PMF by the end of the year, like we'll just like return all the money to you. But it's just like, I don't really, we, Justine and I don't wanna work on this unless it's really working.So we want to give it the best shot this year and like we're really gonna go for it. We're gonna hire a bunch of people. We're just gonna be honest with everyone. Like when I don't know how to play a game, I just play with open cards. Lockey was the only person that didn't, that didn't freak out. He was like, I've never heard anyone say that before.Alessio: Hey everyone, welcome to the Leading Space podcast. This is Celesio Pando, Colonel Laz, and I'm joined by Swix, editor of Leading Space.swyx: Hello. Hello, uh, we're still, uh, recording in the Ker studio for the first time. Very excited. And today we are joined by Simon Eski. Of Turbo Farer welcome.Simon Hørup Eskildsen: Thank you so much for having me.swyx: Turbo Farer has like really gone on a huge tear, and I, I do have to mention that like you're one of, you're not my newest member of the Danish AHU Mafia, where like there's a lot of legendary programmers that have come out of it, like, uh, beyond Trotro, Rasmus, lado Berg and the V eight team and, and Google Maps team.Uh, you're mostly a Canadian now, but isn't that interesting? There's so many, so much like strong Danish presence.Simon Hørup Eskildsen: Yeah, I was writing a post, um, not that long ago about sort of the influences. So I grew up in Denmark, right? I left, I left when, when I was 18 to go to Canada to, to work at Shopify. Um, and so I, like, I've, I would still say that I feel more Danish than, than Canadian.This is also the weird accent. I can't say th because it, this is like, I don't, you know, my wife is also Canadian, um, and I think. I think like one of the things in, in Denmark is just like, there's just such a ruthless pragmatism and there's also a big focus on just aesthetics. Like, they're like very, people really care about like where, what things look like.Um, and like Canada has a lot of attributes, US has, has a lot of attributes, but I think there's been lots of the great things to carry. I don't know what's in the water in Ahu though. Um, and I don't know that I could be considered part of the Mafi mafia quite yet, uh, compared to the phenomenal individuals we just mentioned.Barra OV is also, uh, Danish Canadian. Okay. Yeah. I don't know where he lives now, but, and he's the PHP.swyx: Yeah. And obviously Toby German, but moved to Canada as well. Yes. Like this is like import that, uh, that, that is an interesting, um, talent move.Alessio: I think. I would love to get from you. Definition of Turbo puffer, because I think you could be a Vector db, which is maybe a bad word now in some circles, you could be a search engine.It's like, let, let's just start there and then we'll maybe run through the history of how you got to this point.Simon Hørup Eskildsen: For sure. Yeah. So Turbo Puffer is at this point in time, a search engine, right? We do full text search and we do vector search, and that's really what we're specialized in. If you're trying to do much more than that, like then this might not be the right place yet, but Turbo Buffer is all about search.The other way that I think about it is that we can take all of the world's knowledge, all of the exabytes and exabytes of data that there is, and we can use those tokens to train a model, but we can't compress all of that into a few terabytes of weights, right? Compress into a few terabytes of weights, how to reason with the world, how to make sense of the knowledge.But we have to somehow connect it to something externally that actually holds that like in full fidelity and truth. Um, and that's the thing that we intend to become. Right? That's like a very holier than now kind of phrasing, right? But being the search engine for unstructured, unstructured data is the focus of turbo puffer at this point in time.Alessio: And let's break down. So people might say, well, didn't Elasticsearch already do this? And then some other people might say, is this search on my data, is this like closer to rag than to like a xr, like a public search thing? Like how, how do you segment like the different types of search?Simon Hørup Eskildsen: The way that I generally think about this is like, there's a lot of database companies and I think if you wanna build a really big database company, sort of, you need a couple of ingredients to be in the air.We don't, which only happens roughly every 15 years. You need a new workload. You basically need the ambition that every single company on earth is gonna have data in your database. Multiple times you look at a company like Oracle, right? You will, like, I don't think you can find a company on earth with a digital presence that it not, doesn't somehow have some data in an Oracle database.Right? And I think at this point, that's also true for Snowflake and Databricks, right? 15 years later it's, or even more than that, there's not a company on earth that doesn't, in. Or directly is consuming Snowflake or, or Databricks or any of the big analytics databases. Um, and I think we're in that kind of moment now, right?I don't think you're gonna find a company over the next few years that doesn't directly or indirectly, um, have all their data available for, for search and connect it to ai. So you need that new workload, like you need something to be happening where there's a new workload that causes that to happen, and that new workload is connecting very large amounts of data to ai.The second thing you need. The second condition to build a big database company is that you need some new underlying change in the storage architecture that is not possible from the databases that have come before you. If you look at Snowflake and Databricks, right, commoditized, like massive fleet of HDDs, like that was not possible in it.It just wasn't in the air in the nineties, right? So you just didn't, we just didn't build these systems. S3 and and and so on was not around. And I think the architecture that is now possible that wasn't possible 15 years ago is to go all in on NVME SSDs. It requires a particular type of architecture for the database that.It's difficult to retrofit onto the databases that are already there, including the ones you just mentioned. The second thing is to go all in on OIC storage, more so than we could have done 15 years ago. Like we don't have a consensus layer, we don't really have anything. In fact, you could turn off all the servers that Turbo Buffer has, and we would not lose any data because we have all completely all in on OIC storage.And this means that our architecture is just so simple. So that's the second condition, right? First being a new workload. That means that every company on earth, either indirectly or directly, is using your database. Second being, there's some new storage architecture. That means that the, the companies that have come before you can do what you're doing.I think the third thing you need to do to build a big database company is that over time you have to implement more or less every Cory plan on the data. What that means is that you. You can't just get stuck in, like, this is the one thing that a database does. It has to be ever evolving because when someone has data in the database, they over time expect to be able to ask it more or less every question.So you have to do that to get the storage architecture to the limit of what, what it's capable of. Those are the three conditions.swyx: I just wanted to get a little bit of like the motivation, right? Like, so you left Shopify, you're like principal, engineer, infra guy. Um, you also head of kernel labs, uh, inside of Shopify, right?And then you consulted for read wise and that it kind of gave you that, that idea. I just wanted you to tell that story. Um, maybe I, you've told it before, but, uh, just introduce the, the. People to like the, the new workload, the sort of aha moment for turbo PufferSimon Hørup Eskildsen: For sure. So yeah, I spent almost a decade at Shopify.I was on the infrastructure team, um, from the fairly, fairly early days around 2013. Um, at the time it felt like it was growing so quickly and everything, all the metrics were, you know, doubling year on year compared to the, what companies are contending with today. It's very cute in growth. I feel like lot some companies are seeing that month over month.Um, of course. Shopify compound has been compounding for a very long time now, but I spent a decade doing that and the majority of that was just make sure the site is up today and make sure it's up a year from now. And a lot of that was really just the, um, you know, uh, the Kardashians would drive very, very large amounts of, of data to, to uh, to Shopify as they were rotating through all the merch and building out their businesses.And we just needed to make sure we could handle that. Right. And sometimes these were events, a million requests per second. And so, you know, we, we had our own data centers back in the day and we were moving to the cloud and there was so much sharding work and all of that that we were doing. So I spent a decade just scaling databases ‘cause that's fundamentally what's the most difficult thing to scale about these sites.The database that was the most difficult for me to scale during that time, and that was the most aggravating to be on call for, was elastic search. It was very, very difficult to deal with. And I saw a lot of projects that were just being held back in their ambition by using it.swyx: And I mean, self-hosted.Self-hosted. ‘causeSimon Hørup Eskildsen: it's, yeah, and it commercial, this is like 2015, right? So it's like a very particular vintage. Right. It's probably better at a lot of these things now. Um, it was difficult to contend with and I'm just like, I just think about it. It's an inverted index. It should be good at these kinds of queries and do all of this.And it was, we, we often couldn't get it to do exactly what we needed to do or basically get lucine to do, like expose lucine raw to, to, to what we needed to do. Um, so that was like. Just something that we did on the side and just panic scaled when we needed to, but not a particular focus of mine. So I left, and when I left, I, um, wasn't sure exactly what I wanted to do.I mean, it spent like a decade inside of the same company. I'd like grown up there. I started working there when I was 18.swyx: You only do Rails?Simon Hørup Eskildsen: Yeah. I mean, yeah. Rails. And he's a Rails guy. Uh, love Rails. So good. Um,Alessio: we all wish we could still work in Rails.swyx: I know know. I know, but some, I tried learning Ruby.It's just too much, like too many options to do the same thing. It's, that's my, I I know there's a, there's a way to do it.Simon Hørup Eskildsen: I love it. I don't know that I would use it now, like given cloud code and, and, and cursor and everything, but, um, um, but still it, like if I'm just sitting down and writing a teal code, that's how I think.But anyway, I left and I wasn't, I talked to a couple companies and I was like, I don't. I need to see a little bit more of the world here to know what I'm gonna like focus on next. Um, and so what I decided is like I was gonna, I called it like angel engineering, where I just hopped around in my friend's companies in three months increments and just helped them out with something.Right. And, and just vested a bit of equity and solved some interesting infrastructure problem. So I worked with a bunch of companies at the time, um, read Wise was one of them. Replicate was one of them. Um, causal, I dunno if you've tried this, it's like a, it's a spreadsheet engine Yeah. Where you can do distribution.They sold recently. Yeah. Um, we've been, we used that in fp and a at, um, at Turbo Puffer. Um, so a bunch of companies like this and it was super fun. And so we're the Chachi bt moment happened, I was with. With read Wise for a stint, we were preparing for the reader launch, right? Which is where you, you cue articles and read them later.And I was just getting their Postgres up to snuff, like, which basically boils down to tuning, auto vacuum. So I was doing that and then this happened and we were like, oh, maybe we should build a little recommendation engine and some features to try to hook in the lms. They were not that good yet, but it was clear there was something there.And so I built a small recommendation engine just, okay, let's take the articles that you've recently read, right? Like embed all the articles and then do recommendations. It was good enough that when I ran it on one of the co-founders of Rey's, like I found out that I got articles about, about having a child.I'm like, oh my God, I didn't, I, I didn't know that, that they were having a child. I wasn't sure what to do with that information, but the recommendation engine was good enough that it was suggesting articles, um, about that. And so there was, there was recommendations and uh, it actually worked really well.But this was a company that was spending maybe five grand a month in total on all their infrastructure and. When I did the napkin math on running the embeddings of all the articles, putting them into a vector index, putting it in prod, it's gonna be like 30 grand a month. That just wasn't tenable. Right?Like Read Wise is a proudly bootstrapped company and it's paying 30 grand for infrastructure for one feature versus five. It just wasn't tenable. So sort of in the bucket of this is useful, it's pretty good, but let us, let's return to it when the costs come down.swyx: Did you say it grows by feature? So for five to 30 is by the number of, like, what's the, what's the Scaling factor scale?It scales by the number of articles that you embed.Simon Hørup Eskildsen: It does, but what I meant by that is like five grand for like all of the other, like the Heroku, dinos, Postgres, like all the other, and this then storage is 30. Yeah. And then like 30 grand for one feature. Right. Which is like, what other articles are related to this one.Um, so it was just too much right to, to power everything. Their budget would've been maybe a few thousand dollars, which still would've been a lot. And so we put it in a bucket of, okay, we're gonna do that later. We'll wait, we will wait for the cost to come down. And that haunted me. I couldn't stop thinking about it.I was like, okay, there's clearly some latent demand here. If the cost had been a 10th, we would've shipped it and. This was really the only data point that I had. Right. I didn't, I, I didn't, I didn't go out and talk to anyone else. It was just so I started reading Right. I couldn't, I couldn't help myself.Like I didn't know what like a vector index is. I, I generally barely do about how to generate the vectors. There was a lot of hype about, this is a early 2023. There was a lot of hype about vector databases. There were raising a lot of money and it's like, I really didn't know anything about it. It's like, you know, trying these little models, fine tuning them.Like I was just trying to get sort of a lay of the land. So I just sat down. I have this. A GitHub repository called Napkin Math. And on napkin math, there's just, um, rows of like, oh, this is how much bandwidth. Like this is how many, you know, you can do 25 gigabytes per second on average to dram. You can do, you know, five gigabytes per second of rights to an SSD, blah blah.All of these numbers, right? And S3, how many you could do per, how much bandwidth can you drive per connection? I was just sitting down, I was like, why hasn't anyone build a database where you just put everything on O storage and then you puff it into NVME when you use the data and you puff it into dram if you're, if you're querying it alive, it's just like, this seems fairly obvious and you, the only real downside to that is that if you go all in on o storage, every right will take a couple hundred milliseconds of latency, but from there it's really all upside, right?You do the first go, it takes half a second. And it sort of occurred to me as like, well. The architecture is really good for that. It's really good for AB storage, it's really good for nvm ESSD. It's, well, you just couldn't have done that 10 years ago. Back to what we were talking about before. You really have to build a database where you have as few round trips as possible, right?This is how CPUs work today. It's how NVM E SSDs work. It's how as, um, as three works that you want to have a very large amount of outstanding requests, right? Like basically go to S3, do like that thousand requests to ask for data in one round trip. Wait for that. Get that, like, make a new decision. Do it again, and try to do that maybe a maximum of three times.But no databases were designed that way within NVME as is ds. You can drive like within, you know, within a very low multiple of DRAM bandwidth if you use it that way. And same with S3, right? You can fully max out the network card, which generally is not maxed out. You get very, like, very, very good bandwidth.And, but no one had built a database like that. So I was like, okay, well can't you just, you know, take all the vectors right? And plot them in the proverbial coordinate system. Get the clusters, put a file on S3 called clusters, do json, and then put another file for every cluster, you know, cluster one, do js O cluster two, do js ON you know that like it's two round trips, right?So you get the clusters, you find the closest clusters, and then you download the cluster files like the, the closest end. And you could do this in two round trips.swyx: You were nearest neighbors locally.Simon Hørup Eskildsen: Yes. Yes. And then, and you would build this, this file, right? It's just like ultra simplistic, but it's not a far shot from what the first version of Turbo Buffer was.Why hasn't anyone done thatAlessio: in that moment? From a workload perspective, you're thinking this is gonna be like a read heavy thing because they're doing recommend. Like is the fact that like writes are so expensive now? Oh, with ai you're actually not writing that much.Simon Hørup Eskildsen: At that point I hadn't really thought too much about, well no actually it was always clear to me that there was gonna be a lot of rights because at Shopify, the search clusters were doing, you know, I don't know, tens or hundreds of crew QPS, right?‘cause you just have to have a human sit and type in. But we did, you know, I don't know how many updates there were per second. I'm sure it was in the millions, right into the cluster. So I always knew there was like a 10 to 100 ratio on the read write. In the read wise use case. It's, um, even, even in the read wise use case, there'd probably be a lot fewer reads than writes, right?There's just a lot of churn on the amount of stuff that was going through versus the amount of queries. Um, I wasn't thinking too much about that. I was mostly just thinking about what's the fundamentally cheapest way to build a database in the cloud today using the primitives that you have available.And this is it, right? You just, now you have one machine and you know, let's say you have a terabyte of data in S3, you paid the $200 a month for that, and then maybe five to 10% of that data and needs to be an NV ME SSDs and less than that in dram. Well. You're paying very, very little to inflate the data.swyx: By the way, when you say no one else has done that, uh, would you consider Neon, uh, to be on a similar path in terms of being sort of S3 first and, uh, separating the compute and storage?Simon Hørup Eskildsen: Yeah, I think what I meant with that is, uh, just build a completely new database. I don't know if we were the first, like it was very much, it was, I mean, I, I hadn't, I just looked at the napkin math and was like, this seems really obvious.So I'm sure like a hundred people came up with it at the same time. Like the light bulb and every invention ever. Right. It was just in the air. I think Neon Neon was, was first to it. And they're trying, they're retrofitted onto Postgres, right? And then they built this whole architecture where you have, you have it in memory and then you sort of.You know, m map back to S3. And I think that was very novel at the time to do it for, for all LTP, but I hadn't seen a database that was truly all in, right. Not retrofitting it. The database felt built purely for this no consensus layer. Even using compare and swap on optic storage to do consensus. I hadn't seen anyone go that all in.And I, I mean, there, there, I'm sure there was someone that did that before us. I don't know. I was just looking at the napkin mathswyx: and, and when you say consensus layer, uh, are you strongly relying on S3 Strong consistency? You are. Okay.SoSimon Hørup Eskildsen: that is your consensus layer. It, it is the consistency layer. And I think also, like, this is something that most people don't realize, but S3 only became consistent in December of 2020.swyx: I remember this coming out during COVID and like people were like, oh, like, it was like, uh, it was just like a free upgrade.Simon Hørup Eskildsen: Yeah.swyx: They were just, they just announced it. We saw consistency guys and like, okay, cool.Simon Hørup Eskildsen: And I'm sure that they just, they probably had it in prod for a while and they're just like, it's done right.And people were like, okay, cool. But. That's a big moment, right? Like nv, ME SSDs, were also not in the cloud until around 2017, right? So you just sort of had like 2017 nv, ME SSDs, and people were like, okay, cool. There's like one skew that does this, whatever, right? Takes a few years. And then the second thing is like S3 becomes consistent in 2020.So now it means you don't have to have this like big foundation DB or like zookeeper or whatever sitting there contending with the keys, which is how. You know, that's what Snowflake and others have do so muchswyx: for goneSimon Hørup Eskildsen: Exactly. Just gone. Right? And so just push to the, you know, whatever, how many hundreds of people they have working on S3 solved and then compare and swap was not in S3 at this point in time,swyx: by the way.Uh, I don't know what that is, so maybe you wanna explain. Yes. Yeah.Simon Hørup Eskildsen: Yes. So, um, what Compare and swap is, is basically, you can imagine that if you have a database, it might be really nice to have a file called metadata json. And metadata JSON could say things like, Hey, these keys are here and this file means that, and there's lots of metadata that you have to operate in the database, right?But that's the simplest way to do it. So now you have might, you might have a lot of servers that wanna change the metadata. They might have written a file and want the metadata to contain that file. But you have a hundred nodes that are trying to contend with this metadata that JSON well, what compare and Swap allows you to do is basically just you download the file, you make the modifications, and then you write it only if it hasn't changed.While you did the modification and if not you retry. Right? Should just have this retry loops. Now you can imagine if you have a hundred nodes doing that, it's gonna be really slow, but it will converge over time. That primitive was not available in S3. It wasn't available in S3 until late 2024, but it was available in GCP.The real story of this is certainly not that I sat down and like bake brained it. I was like, okay, we're gonna start on GCS S3 is gonna get it later. Like it was really not that we started, we got really lucky, like we started on GCP and we started on GCP because tur um, Shopify ran on GCP. And so that was the platform I was most available with.Right. Um, and I knew the Canadian team there ‘cause I'd worked with them at Shopify and so it was natural for us to start there. And so when we started building the database, we're like, oh yeah, we have to build a, we really thought we had to build a consensus layer, like have a zookeeper or something to do this.But then we discovered the compare and swap. It's like, oh, we can kick the can. Like we'll just do metadata r json and just, it's fine. It's probably fine. Um, and we just kept kicking the can until we had very, very strong conviction in the idea. Um, and then we kind of just hinged the company on the fact that S3 probably was gonna get this, it started getting really painful in like mid 2024.‘cause we were closing deals with, um, um, notion actually that was running in AWS and we're like, trust us. You, you really want us to run this in GCP? And they're like, no, I don't know about that. Like, we're running everything in AWS and the latency across the cloud were so big and we had so much conviction that we bought like, you know, dark fiber between the AWS regions in, in Oregon, like in the InterExchange and GCP is like, we've never seen a startup like do like, what's going on here?And we're just like, no, we don't wanna do this. We were tuning like TCP windows, like everything to get the latency down ‘cause we had so high conviction in not doing like a, a metadata layer on S3. So those were the three conditions, right? Compare and swap. To do metadata, which wasn't in S3 until late 2024 S3 being consistent, which didn't happen until December, 2020.Uh, 2020. And then NVMe ssd, which didn't end in the cloud until 2017.swyx: I mean, in some ways, like a very big like cloud success story that like you were able to like, uh, put this all together, but also doing things like doing, uh, bind our favor. That that actually is something I've never heard.Simon Hørup Eskildsen: I mean, it's very common when you're a big company, right?You're like connecting your own like data center or whatever. But it's like, it was uniquely just a pain with notion because the, um, the org, like most of the, like if you're buying in Ashburn, Virginia, right? Like US East, the Google, like the GCP and, and AWS data centers are like within a millisecond on, on each other, on the public exchanges.But in Oregon uniquely, the GCP data center sits like a couple hundred kilometers, like east of Portland and the AWS region sits in Portland, but the network exchange they go through is through Seattle. So it's like a full, like 14 milliseconds or something like that. And so anyway, yeah. It's, it's, so we were like, okay, we can't, we have to go through an exchange in Portland.Yeah. Andswyx: you'd rather do this than like run your zookeeper and likeSimon Hørup Eskildsen: Yes. Way rather. It doesn't have state, I don't want state and two systems. Um, and I think all that is just informed by Justine, my co-founder and I had just been on call for so long. And the worst outages are the ones where you have state in multiple places that's not syncing up.So it really came from, from a a, like just a, a very pure source of pain, of just imagining what we would be Okay. Being woken up at 3:00 AM about and having something in zookeeper was not one of them.swyx: You, you're talking to like a notion or something. Do they care or do they just, theySimon Hørup Eskildsen: just, they care about latency.swyx: They latency cost. That's it.Simon Hørup Eskildsen: They just cared about latency. Right. And we just absorbed the cost. We're just like, we have high conviction in this. At some point we can move them to AWS. Right. And so we just, we, we'll buy the fiber, it doesn't matter. Right. Um, and it's like $5,000. Usually when you buy fiber, you buy like multiple lines.And we're like, we can only afford one, but we will just test it that when it goes over the public internet, it's like super smooth. And so we did a lot of, anyway, it's, yeah, it was, that's cool.Alessio: You can imagine talking to the GCP rep and it's like, no, we're gonna buy, because we know we're gonna turn, we're gonna turn from you guys and go to AWS in like six months.But in the meantime we'll do this. It'sSimon Hørup Eskildsen: a, I mean, like they, you know, this workload still runs on GCP for what it's worth. Right? ‘cause it's so, it was just, it was so reliable. So it was never about moving off GCP, it was just about honesty. It was just about giving notion the latency that they deserved.Right. Um, and we didn't want ‘em to have to care about any of this. We also, they were like, oh, egress is gonna be bad. It was like, okay, screw it. Like we're just gonna like vvc, VPC peer with you and AWS we'll eat the cost. Yeah. Whatever needs to be done.Alessio: And what were the actual workloads? Because I think when you think about ai, it's like 14 milliseconds.It's like really doesn't really matter in the scheme of like a model generation.Simon Hørup Eskildsen: Yeah. We were told the latency, right. That we had to beat. Oh, right. So, so we're just looking at the traces. Right. And then sort of like hand draw, like, you know, kind of like looking at the trace and then thinking what are the other extensions of the trace?Right. And there's a lot more to it because it's also when you have, if you have 14 versus seven milliseconds, right. You can fit in another round trip. So we had to tune TCP to try to send as much data in every round trip, prewarm all the connections. And there was, there's a lot of things that compound from having these kinds of round trips, but in the grand scheme it was just like, well, we have to beat the latency of whatever we're up against.swyx: Which is like they, I mean, notion is a database company. They could have done this themselves. They, they do lots of database engineering themselves. How do you even get in the door? Like Yeah, just like talk through that kind of.Simon Hørup Eskildsen: Last time I was in San Francisco, I was talking to one of the engineers actually, who, who was one of our champions, um, at, AT Notion.And they were, they were just trying to make sure that the, you know, per user cost matched the economics that they needed. You know, Uhhuh like, it's like the way I think about, it's like I have to earn a return on whatever the clouds charge me and then my customers have to earn a return on that. And it's like very simple, right?And so there has to be gross margin all the way up and that's how you build the product. And so then our customers have to make the right set of trade off the turbo Puffer makes, and if they're happy with that, that's great.swyx: Do you feel like you're competing with build internally versus buy or buy versus buy?Simon Hørup Eskildsen: Yeah, so, sorry, this was all to build up to your question. So one of the notion engineers told me that they'd sat and probably on a napkin, like drawn out like, why hasn't anyone built this? And then they saw terrible. It was like, well, it literally that. So, and I think AI has also changed the buy versus build equation in terms of, it's not really about can we build it, it's about do we have time to build it?I think they like, I think they felt like, okay, if this is a team that can do that and they, they feel enough like an extension of our team, well then we can go a lot faster, which would be very, very good for them. And I mean, they put us through the, through the test, right? Like we had some very, very long nights to to, to do that POC.And they were really our biggest, our second big customer off the cursor, which also was a lot of late nights. Right.swyx: Yeah. That, I mean, should we go into that story? The, the, the sort of Chris's story, like a lot, um, they credit you a lot for. Working very closely with them. So I just wanna hear, I've heard this, uh, story from Sole's point of view, but like, I'm curious what, what it looks like from your side.Simon Hørup Eskildsen: I actually haven't heard it from Sole's point of view, so maybe you can now cross reference it. The way that I remember it was that, um, the day after we launched, which was just, you know, I'd worked the whole summer on, on the first version. Justine wasn't part of it yet. ‘cause I just, I didn't tell anyone that summer that I was working on this.I was just locked in on building it because it's very easy otherwise to confuse talking about something to actually doing it. And so I was just like, I'm not gonna do that. I'm just gonna do the thing. I launched it and at this point turbo puffer is like a rust binary running on a single eight core machine in a T Marks instance.And me deploying it was like looking at the request log and then like command seeing it or like control seeing it to just like, okay, there's no request. Let's upgrade the binary. Like it was like literally the, the, the, the scrappiest thing. You could imagine it was on purpose because just like at Shopify, we did that all the time.Like, we like move, like we ran things in tux all the time to begin with. Before something had like, at least the inkling of PMF, it was like, okay, is anyone gonna hear about this? Um, and one of the cursor co-founders Arvid reached out and he just, you know, the, the cursor team are like all I-O-I-I-M-O like, um, contenders, right?So they just speak in bullet points and, and facts. It was like this amazing email exchange just of, this is how many QPS we have, this is what we're paying, this is where we're going, blah, blah, blah. And so we're just conversing in bullet points. And I tried to get a call with them a few times, but they were, so, they were like really writing the PMF bowl here, just like late 2023.And one time Swally emails me at like five. What was it like 4:00 AM Pacific time saying like, Hey, are you open for a call now? And I'm on the East coast and I, it was like 7:00 AM I was like, yeah, great, sure, whatever. Um, and we just started talking and something. Then I didn't know anything about sales.It was something that just comp compelled me. I have to go see this team. Like, there's something here. So I, I went to San Francisco and I went to their office and the way that I remember it is that Postgres was down when I showed up at the office. Did SW tell you this? No. Okay. So Postgres was down and so it's like they were distracting with that.And I was trying my best to see if I could, if I could help in any way. Like I knew a little bit about databases back to tuning, auto vacuum. It was like, I think you have to tune out a vacuum. Um, and so we, we talked about that and then, um, that evening just talked about like what would it look like, what would it look like to work with us?And I just said. Look like we're all in, like we will just do what we'll do whatever, whatever you tell us, right? They migrated everything over the next like week or two, and we reduced their cost by 95%, which I think like kind of fixed their per user economics. Um, and it solved a lot of other things. And we were just, Justine, this is also when I asked Justine to come on as my co-founder, she was the best engineer, um, that I ever worked with at Shopify.She lived two blocks away and we were just, okay, we're just gonna get this done. Um, and we did, and so we helped them migrate and we just worked like hell over the next like month or two to make sure that we were never an issue. And that was, that was the cursor story. Yeah.swyx: And, and is code a different workload than normal text?I, I don't know. Is is it just text? Is it the same thing?Simon Hørup Eskildsen: Yeah, so cursor's workload is basically, they, um, they will embed the entire code base, right? So they, they will like chunk it up in whatever they would, they do. They have their own embedding model, um, which they've been public about. Um, and they find that on, on, on their evals.It. There's one of their evals where it's like a 25% improvement on a very particular workload. They have a bunch of blog posts about it. Um, I think it works best on larger code basis, but they've trained their own embedding model to do this. Um, and so you'll see it if you use the cursor agent, it will do searches.And they've also been public around, um, how they've, I think they post trained their model to be very good at semantic search as well. Um, and that's, that's how they use it. And so it's very good at, like, can you find me on the code that's similar to this, or code that does this? And just in, in this queries, they also use GR to supplement it.swyx: Yeah.Simon Hørup Eskildsen: Um, of courseswyx: it's been a big topic of discussion like, is rag dead because gr you know,Simon Hørup Eskildsen: and I mean like, I just, we, we see lots of demand from the coding company to ethicsswyx: search in every part. Yes.Simon Hørup Eskildsen: Uh, we, we, we see demand. And so, I mean, I'm. I like case studies. I don't like, like just doing like thought pieces on this is where it's going.And like trying to be all macroeconomic about ai, that's has turned out to be a giant waste of time because no one can really predict any of this. So I just collect case studies and I mean, cursor has done a great job talking about what they're doing and I hope some of the other coding labs that use Turbo Puffer will do the same.Um, but it does seem to make a difference for particular queries. Um, I mean we can also do text, we can also do RegX, but I should also say that cursors like security posture into Tur Puffer is exceptional, right? They have their own embedding model, which makes it very difficult to reverse engineer. They obfuscate the file paths.They like you. It's very difficult to learn anything about a code base by looking at it. And the other thing they do too is that for their customers, they encrypt it with their encryption keys in turbo puffer's bucket. Um, so it's, it's, it's really, really well designed.swyx: And so this is like extra stuff they did to work with you because you are not part of Cursor.Exactly like, and this is just best practice when working in any database, not just you guys. Okay. Yeah, that makes sense. Yeah. I think for me, like the, the, the learning is kind of like you, like all workloads are hybrid. Like, you know, uh, like you, you want the semantic, you want the text, you want the RegX, you want sql.I dunno. Um, but like, it's silly to like be all in on like one particularly query pattern.Simon Hørup Eskildsen: I think, like I really like the way that, um, um, that swally at cursor talks about it, which is, um, I'm gonna butcher it here. Um, and you know, I'm a, I'm a database scalability person. I'm not a, I, I dunno anything about training models other than, um, what the internet tells me and what.The way he describes is that this is just like cash compute, right? It's like you have a point in time where you're looking at some particular context and focused on some chunk and you say, this is the layer of the neural net at this point in time. That seems fundamentally really useful to do cash compute like that.And, um, how the value of that will change over time. I'm, I'm not sure, but there seems to be a lot of value in that.Alessio: Maybe talk a bit about the evolution of the workload, because even like search, like maybe two years ago it was like one search at the start of like an LLM query to build the context. Now you have a gentech search, however you wanna call it, where like the model is both writing and changing the code and it's searching it again later.Yeah. What are maybe some of the new types of workloads or like changes you've had to make to your architecture for it?Simon Hørup Eskildsen: I think you're right. When I think of rag, I think of, Hey, there's an 8,000 token, uh, context window and you better make it count. Um, and search was a way to do that now. Everything is moving towards the, just let the agent do its thing.Right? And so back to the thing before, right? The LLM is very good at reasoning with the data, and so we're just the tool call, right? And that's increasingly what we see our customers doing. Um, what we're seeing more demand from, from our customers now is to do a lot of concurrency, right? Like Notion does a ridiculous amount of queries in every round trip just because they can't.And I'm also now, when I use the cursor agent, I also see them doing more concurrency than I've ever seen before. So a bit similar to how we designed a database to drive as much concurrency in every round trip as possible. That's also what the agents are doing. So that's new. It means just an enormous amount of queries all at once to the dataset while it's warm in as few turns as possible.swyx: Can I clarify one thing on that?Simon Hørup Eskildsen: Yes.swyx: Is it, are they batching multiple users or one user is driving multiple,Simon Hørup Eskildsen: one user driving multiple, one agent driving.swyx: It's parallel searching a bunch of things.Simon Hørup Eskildsen: Exactly.swyx: Yeah. Yeah, exactly. So yeah, the clinician also did, did this for the fast context thing, like eight parallel at once.Simon Hørup Eskildsen: Yes.swyx: And, and like an interesting problem is, well, how do you make sure you have enough diversity so you're not making the the same request eight times?Simon Hørup Eskildsen: And I think like that's probably also where the hybrid comes in, where. That's another way to diversify. It's a completely different way to, to do the search.That's a big change, right? So before it was really just like one call and then, you know, the LLM took however many seconds to return, but now we just see an enormous amount of queries. So the, um, we just see more queries. So we've like tried to reduce query, we've reduced query pricing. Um, this is probably the first time actually I'm saying that, but the query pricing is being reduced, like five x.Um, and we'll probably try to reduce it even more to accommodate some of these workloads of just doing very large amounts of queries. Um, that's one thing that's changed. I think the right, the right ratio is still very high, right? Like there's still a, an enormous amount of rights per read, but we're starting probably to see that change if people really lean into this pattern.Alessio: Can we talk a little bit about the pricing? I'm curious, uh, because traditionally a database would charge on storage, but now you have the token generation that is so expensive, where like the actual. Value of like a good search query is like much higher because they're like saving inference time down the line.How do you structure that as like, what are people receptive to on the other side too?Simon Hørup Eskildsen: Yeah. I, the, the turbo puffer pricing in the beginning was just very simple. The pricing on these on for search engines before Turbo Puffer was very server full, right? It was like, here's the vm, here's the per hour cost, right?Great. And I just sat down with like a piece of paper and said like, if Turbo Puffer was like really good, this is probably what it would cost with a little bit of margin. And that was the first pricing of Turbo Puffer. And I just like sat down and I was like, okay, like this is like probably the storage amp, but whenever on a piece of paper I, it was vibe pricing.It was very vibe price, and I got it wrong. Oh. Um, well I didn't get it wrong, but like Turbo Puffer wasn't at the first principle pricing, right? So when Cursor came on Turbo Puffer, it was like. Like, I didn't know any VCs. I didn't know, like I was just like, I don't know, I didn't know anything about raising money or anything like that.I just saw that my GCP bill was, was high, was a lot higher than the cursor bill. So Justine and I was just like, well, we have to optimize it. Um, and I mean, to the chagrin now of, of it, of, of the VCs, it now means that we're profitable because we've had so much pricing pressure in the beginning. Because it was running on my credit card and Justine and I had spent like, like tens of thousands of dollars on like compute bills and like spinning off the company and like very like, like bad Canadian lawyers and like things like to like get all of this done because we just like, we didn't know.Right. If you're like steeped in San Francisco, you're just like, you just know. Okay. Like you go out, raise a pre-seed round. I, I never heard a word pre-seed at this point in time.swyx: When you had Cursor, you had Notion you, you had no funding.Simon Hørup Eskildsen: Um, with Cursor we had no funding. Yeah. Um, by the time we had Notion Locke was, Locke was here.Yeah. So it was really just, we vibe priced it 100% from first Principles, but it wasn't, it, it was not performing at first principles, so we just did everything we could to optimize it in the beginning for that, so that at least we could have like a 5% margin or something. So I wasn't freaking out because Cursor's bill was also going like this as they were growing.And so my liability and my credit limit was like actively like calling my bank. It was like, I need a bigger credit. Like it was, yeah. Anyway, that was the beginning. Yeah. But the pricing was, yeah, like storage rights and query. Right. And the, the pricing we have today is basically just that pricing with duct tape and spit to try to approach like, you know, like a, as a margin on the physical underlying hardware.And we're doing this year, you're gonna see more and more pricing changes from us. Yeah.swyx: And like is how much does stuff like VVC peering matter because you're working in AWS land where egress is charged and all that, you know.Simon Hørup Eskildsen: We probably don't like, we have like an enterprise plan that just has like a base fee because we haven't had time to figure out SKU pricing for all of this.Um, but I mean, yeah, you can run turbo puffer either in SaaS, right? That's what Cursor does. You can run it in a single tenant cluster. So it's just you. That's what Notion does. And then you can run it in, in, in BYOC where everything is inside the customer's VPC, that's what an for example, philanthropic does.swyx: What I'm hearing is that this is probably the best CRO job for somebody who can come in and,Simon Hørup Eskildsen: I mean,swyx: help you with this.Simon Hørup Eskildsen: Um, like Turbo Puffer hired, like, I don't know what, what number this was, but we had a full-time CFO as like the 12th hire or something at Turbo Puffer, um, I think I hear are a lot of comp.I don't know how they do it. Like they have a hundred employees and not a CFO. It's like having a CFO is like a runningswyx: business man. Like, you know,Simon Hørup Eskildsen: it's so good. Yeah, like money Mike, like he just, you know, just handles the money and a lot of the business stuff and so he came in and just hopped with a lot of the operational side of the business.So like C-O-O-C-F-O, like somewhere in between.swyx: Just as quick mention of Lucky, just ‘cause I'm curious, I've met Lock and like, he's obviously a very good investor and now on physical intelligence, um, I call it generalist super angel, right? He invests in everything. Um, and I always wonder like, you know, is there something appealing about focusing on developer tooling, focusing on databases, going like, I've invested for 10 years in databases versus being like a lock where he can maybe like connect you to all the customers that you need.Simon Hørup Eskildsen: This is an excellent question. No, no one's asked me this. Um, why lockey? Because. There was a couple of people that we were talking to at the time and when we were raising, we were almost a little, we were like a bit distressed because one of our, one of our peers had just launched something that was very similar to Turbo Puffer.And someone just gave me the advice at the time of just choose the person where you just feel like you can just pick up the phone and not prepare anything. And just be completely honest, and I don't think I've said this publicly before, but I just called Lockey and was like local Lockie. Like if this doesn't have PMF by the end of the year, like we'll just like return all the money to you.But it's just like, I don't really, we, Justine and I don't wanna work on this unless it's really working. So we want to give it the best shot this year and like we're really gonna go for it. We're gonna hire a bunch of people and we're just gonna be honest with everyone. Like when I don't know how to play a game, I just play with open cards and.Lockey was the only person that didn't, that didn't freak out. He was like, I've never heard anyone say that before. As I said, I didn't even know what a seed or pre-seed round was like before, probably even at this time. So I was just like very honest with him. And I asked him like, Lockie, have you ever have, have you ever invested in database company?He was just like, no. And at the time I was like, am I dumb? Like, but I think there was something that just like really drew me to Lockie. He is so authentic, so honest, like, and there was something just like, I just felt like I could just play like, just say everything openly. And that was, that was, I think that that was like a perfect match at the time, and, and, and honestly still is.He was just like, okay, that's great. This is like the most honest, ridiculous thing I've ever heard anyone say to me. But like that, like that, whyswyx: is this ridiculous? Say competitor launch, this may not work out. It wasSimon Hørup Eskildsen: more just like. If this doesn't work out, I'm gonna close up shop by the end of the mo the year, right?Like it was, I don't know, maybe it's common. I, I don't know. He told me it was uncommon. I don't know. Um, that's why we chose him and he'd been phenomenal. The other people were talking at the, at the time were database experts. Like they, you know, knew a lot about databases and Locke didn't, this turned out to be a phenomenal asset.Right. I like Justine and I know a lot about databases. The people that we hire know a lot about databases. What we needed was just someone who didn't know a lot about databases, didn't pretend to know a lot about databases, and just wanted to help us with candidates and customers. And he did. Yeah. And I have a list, right, of the investors that I have a relationship with, and Lockey has just performed excellent in the number of sub bullets of what we can attribute back to him.Just absolutely incredible. And when people talk about like no ego and just the best thing for the founder, I like, I don't think that anyone, like even my lawyer is like, yeah, Lockey is like the most friendly person you will find.swyx: Okay. This is my most glow recommendation I've ever heard.Alessio: He deserves it.He's very special.swyx: Yeah. Yeah. Yeah. Okay. Amazing.Alessio: Since you mentioned candidates, maybe we can talk about team building, you know, like, especially in sf, it feels like it's just easier to start a company than to join a company. Uh, I'm curious your experience, especially not being n SF full-time and doing something that is maybe, you know, a very low level of detail and technical detail.Simon Hørup Eskildsen: Yeah. So joining versus starting, I never thought that I would be a founder. I would start with it, like Turbo Puffer started as a blog post, and then it became a project and then sort of almost accidentally became a company. And now it feels like it's, it's like becoming a bigger company. That was never the intention.The intentions were very pure. It's just like, why hasn't anyone done this? And it's like, I wanna be the, like, I wanna be the first person to do it. I think some founders have this, like, I could never work for anyone else. I, I really don't feel that way. Like, it's just like, I wanna see this happen. And I wanna see it happen with some people that I really enjoy working with and I wanna have fun doing it and this, this, this has all felt very natural on that, on that sense.So it was never a like join versus versus versus found. It was just dis found me at the right moment.Alessio: Well I think there's an argument for, you should have joined Cursor, right? So I'm curious like how you evaluate it. Okay, I should actually go raise money and make this a company versus like, this is like a company that is like growing like crazy.It's like an interesting technical problem. I should just build it within Cursor and then they don't have to encrypt all this stuff. They don't have to obfuscate things. Like was that on your mind at all orSimon Hørup Eskildsen: before taking the, the small check from Lockie, I did have like a hard like look at myself in the mirror of like, okay, do I really want to do this?And because if I take the money, I really have to do it right. And so the way I almost think about it's like you kind of need to ha like you kind of need to be like fucked up enough to want to go all the way. And that was the conversation where I was like, okay, this is gonna be part of my life's journey to build this company and do it in the best way that I possibly can't.Because if I ask people to join me, ask people to get on the cap table, then I have an ultimate responsibility to give it everything. And I don't, I think some people, it doesn't occur to me that everyone takes it that seriously. And maybe I take it too seriously, I don't know. But that was like a very intentional moment.And so then it was very clear like, okay, I'm gonna do this and I'm gonna give it everything.Alessio: A lot of people don't take it this seriously. But,swyx: uh, let's talk about, you have this concept of the P 99 engineer. Uh, people are 10 x saying, everyone's saying, you know, uh, maybe engineers are out of a job. I don't know.But you definitely see a P 99 engineer, and I just want you to talk about it.Simon Hørup Eskildsen: Yeah, so the P 99 engineer was just a term that we started using internally to talk about candidates and talk about how we wanted to build the company. And you know, like everyone else is, like we want a talent dense company.And I think that's almost become trite at this point. What I credit the cursor founders a lot with is that they just arrived there from first principles of like, we just need a talent dense, um, talent dense team. And I think I've seen some teams that weren't talent dense and like seemed a counterfactual run, which if you've run in been in a large company, you will just see that like it's just logically will happen at a large company.Um, and so that was super important to me and Justine and it's very difficult to maintain. And so we just needed, we needed wording for it. And so I have a document called Traits of the P 99 Engineer, and it's a bullet point list. And I look at that list after every single interview that I do, and in every single recap that we do and every recap we end with.End with, um, some version of I'm gonna reject this candidate completely regardless of what the discourse was, because I wanna see people fight for this person because the default should not be, we're gonna hire this person. The default should be, we're definitely not hiring this person. And you know, if everyone was like, ah, maybe throw a punch, then this is not the right.swyx: Do, do you operate, like if there's one cha there must have at least one champion who's like, yes, I will put my career on, on, on the line for this. You know,Simon Hørup Eskildsen: I think career on the line,swyx: maybe a chair, butSimon Hørup Eskildsen: yeah. You know, like, um, I would say so someone needs to like, have both fists up and be like, I'd fight.Right? Yeah. Yeah. And if one person said, then, okay, let's do it. Right?swyx: Yeah.Simon Hørup Eskildsen: Um. It doesn't have to be absolutely everyone. Right? And like the interviews are always the sign that you're checking for different attributes. And if someone is like knocking it outta the park in every single attribute, that's, that's fairly rare.Um, but that's really important. And so the traits of the P 99 engineer, there's lots of them. There's also the traits of the p like triple nine engineer and the quadruple nine engineer. This is like, it's a long list.swyx: Okay.Simon Hørup Eskildsen: Um, I'll give you some samples, right. Of what we, what we look for. I think that the P 99 engineer has some history of having bent, like their trajectory or something to their will.Right? Some moment where it was just, they just, you know, made the computer do what it needed to do. There's something like that, and it will, it will occur to have them at some point in their career. And, uh. Hopefully multiple times. Right.swyx: Gimme an example of one of your engineers that like,Simon Hørup Eskildsen: I'll give an eng.Uh, so we, we, we launched this thing called A and NV three. Um, we could, we're also, we're working on V four and V five right now, but a and NV three can search a hundred billion vectors with a P 50 of around 40 milliseconds and a p 99 of 200 milliseconds. Um, maybe other people have done this, I'm sure Google and others have done this, but, uh, we haven't seen anyone, um, at least not in like a public consumable SaaS that can do this.And that was an engineer, the chief architect of Turbo Puffer, Nathan, um, who more or less just bent this, the software was not capable of this and he just made it capable for a very particular workload in like a, you know, six to eight week period with the help of a lot of the team. Right. It's been, been, there's numerous of examples of that, like at, at turbo puff, but that's like really bending the software and X 86 to your will.It was incredible to watch. Um. You wanna see some moments like that?swyx: Isn't that triple nine?Simon Hørup Eskildsen: Um, I think Nathan, what's calledAlessio: group nine, that was only nine. I feel like this is too high forSimon Hørup Eskildsen: Nathan. Nathan is, uh, Nathan is like, yeah, there's a lot of nines. Okay. After that p So I think that's one trait. I think another trait is that, uh, the P 99 spends a lot of time looking at maps.Generally it's their preferred ux. They just love looking at maps. You ever seen someone who just like, sits on their phone and just like, scrolls around on a map? Or did you not look at maps A lot? You guys don't look atswyx: maps? I guess I'm not feeling there. I don't know, butSimon Hørup Eskildsen: you just dis What about trains?Do you like trains?swyx: Uh, I mean they, not enough. Okay. This is just like weapon nice. Autism is what I call it. Like, like,Simon Hørup Eskildsen: um, I love looking at maps, like, it's like my preferred UX and just like I, you know, I likeswyx: lotsAlessio: of, of like random places, soswyx: like,youswyx: know.Alessio: Yes. Okay. There you go. So instead of like random places, like how do you explore the maps?Simon Hørup Eskildsen: No, it's, it's just a joke.swyx: It's autism laugh. It's like you are just obsessed by something and you like studying a thing.Simon Hørup Eskildsen: The origin of this was that at some point I read an interview with some IOI gold medalistswyx: Uhhuh,Simon Hørup Eskildsen: and it's like, what do you do in your spare time? I was just like, I like looking at maps.I was like, I feel so seen. Like, I just like love, like swirling out. I was like, oh, Canada is so big. Where's Baffin Island? I don't know. I love it. Yeah. Um, anyway, so the traits of P 99, P 99 is obsessive, right? Like, there's just like, you'll, you'll find traits of that we do an interview at, at, at, at turbo puffer or like multiple interviews that just try to screen for some of these things.Um, so. There's lots of others, but these are the kinds of traits that we look for.swyx: I'll tell you, uh, some people listen for like some of my dere stuff. Uh, I do think about derel as maps. Um, you draw a map for people, uh, maps show you the, uh, what is commonly agreed to be the geographical features of what a boundary is.And it shows also shows you what is not doing. And I, I think a lot of like developer tools, companies try to tell you they can do everything, but like, let's, let's be real. Like you, your, your three landmarks are here, everyone comes here, then here, then here, and you draw a map and, and then you draw a journey through the map.And like that. To me, that's what developer relations looks like. So I do think about things that way.Simon Hørup Eskildsen: I think the P 99 thinks in offs, right? The P 99 is very clear about, you know, hey, turbo puffer, you can't run a high transaction workload on turbo puffer, right? It's like the right latency is a hundred milliseconds.That's a clear trade off. I think the P 99 is very good at articulating the trade offs in every decision. Um. Which is exactly what the map is in your case, right?swyx: Uh, yeah, yeah. My, my, my world. My world.Alessio: How, how do you reconcile some of these things when you're saying you bend the will the computer versus like the trade

In this episode of Run the Numbers, CJ sits down with Mike Wilcox, CFO of Blockchain.com, to unpack the economics of crypto exchanges. They discuss how platforms serve both retail traders and institutional clients, the different ways exchanges generate revenue, and the tension between blockchain's radical transparency and the valuable first-party data exchanges control.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMike: https://www.linkedin.com/in/mike-wilcox-65078a12/https://www.blockchain.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:Here's the trimmed version:0:00 Preview and intro2:12 Tradfi to crypto transition3:49 Blockchain.com origin5:45 CFO as business partner6:01 Finance team backgrounds7:02 Banking relationships8:51 On ramps and off ramps8:51 Retail vs. institutional10:53 Sponsors — Brex | Metronome | RightRev14:09 B2C to B2B motion16:04 Shared infrastructure18:31 Go-to-market differences19:00 Brand equity and low CAC20:06 Education as top-of-funnel21:13 Institutional vs. retail volatility22:37 Exchange vs. brokerage model23:56 How brokerages make money24:06 Sponsors — Rillet | Tabs | Abacum27:31 Setting take rates29:13 Distribution flywheel30:13 Data as a moat31:13 Nigeria market playbook31:44 Crypto balance sheet33:25 Duration matching34:37 Transaction-level risk36:12 Latency arms race37:28 Stablecoins and CFOs38:13 Risk vectors40:01 Annual planning41:51 Lightning round43:00 Finance software stack43:31 Advice to younger self44:09 Credits

In this episode of "The Free Lawyer" podcast, host Gary interviews John Scott, a partner at Anders and a virtual CFO specializing in law firms. John shares insights from his 30+ years of experience, discussing the importance of financial leadership, the four pillars of law firm finance, and the value of having a CFO. The conversation covers succession planning, building financially sound firms, leveraging technology, and the benefits of outsourcing financial management. John offers practical advice for attorneys seeking to scale their firms, improve profitability, and achieve greater personal and professional freedom.John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with hands-on financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multi-office practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.Virtual CFO Approach & Differentiation (00:03:34) Why Law Firms Need a CFO (00:04:35) D.Biggest Financial Blind Spots (00:05:49) The Four Pillars of Financial Management (00:07:27) Cash Flow Management & Working Capital (00:08:24) .Building a Firm That Runs Without the Owner (00:09:29) Succession Planning & Owner Freedom (00:10:47) Avoiding Default Retirement (00:12:15) Successful Succession vs. Firm Collapse (00:13:39) When to Start Exit Planning (00:14:26) Key Financial Metric for Growth (00:15:02) Case Study: Turning Around a PI Firm (00:16:28) Value of Trusted Advisors & Coaching (00:17:52) Future Trends: Technology & Data (00:18:53) Building a Financially Sound, Fulfilling Firm (00:20:20) .Final Advice: Investing in Finance Function (00:22:02) You may order your copy of Breaking Free here: https://www.amazon.com/dp/B0CPKSQ59RWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callYou can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessment

We had the opportunity to sit down with the founder and director of the Karma Enterprises Group, Rich Musal for a conversation about what they do for small to large businesses. In a nutshell, the goal is to help these companies make more money by better understanding some, often, misunderstood business practices. From corporate financial consulting to ongoing CFO training this is the company that has a proven track record.  Meet Rich: Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.  

Market Logic Software sits at the intersection of market intelligence and enterprise AI — helping companies like Procter & Gamble and Unilever move from gut-feel decision-making to insights-driven operations. When Dirk Wolf stepped in as CEO five years ago, the business had impressive logos but a fundamental scaling problem: every customer had been co-built with, deeply customized, and operationally entangled. High retention masked an unsustainable model. In this episode of BUILDERS, Dirk breaks down how he restructured the GTM motion, made the deliberate choice to walk away from revenue that couldn't repeat, launched an AI product in Q2 2023 before most companies had a roadmap, and is now repositioning Market Logic as an agentic intelligence hub embedded inside enterprise infrastructure.Topics Discussed:The co-development trap: why deep enterprise relationships can become a scaling ceilingMaking the call to cut a government ARR contract to protect repeatabilityImplementing SaaS KPIs and customer segmentation from scratch inside an existing businessHow the marketing motion evolved — from executive roundtables to measured digital channelsBuilding a productive marketing-CFO relationship through outcomes and milestonesLaunching an AI product in Q2 2023 and tracking enterprise sentiment shift in real timeWhy the downstream ICP experiment failed and how they course-corrected fastThe vision for Market Logic as a proactive agentic system inside enterprise tech stacksGTM Lessons For B2B Founders:The co-development trap is a silent growth killer. Market Logic had strong retention and marquee customers — but had co-built so many bespoke solutions that the business couldn't replicate itself. No repeatable sales motion. No scalable delivery. When Dirk came in, he recognized that what looked like customer success was actually a ceiling. If your top accounts each required their own version of your product, you don't have a business yet — you have a services firm with SaaS ambitions. The fix starts with ruthless product scope decisions before you touch GTM.Cutting revenue is sometimes the GTM move. Dirk walked away from a US government contract — real ARR, on-prem, fully customized, no path to replication. The decision wasn't financial modeling, it was strategic clarity: you cannot build a repeatable motion while simultaneously maintaining one-off revenue that pulls engineering, CS, and leadership attention in a different direction. Most founders know this intellectually. Few actually do it. The willingness to let that revenue walk is what creates the conditions for scale.Segment by growth potential, not by decibel level. One of Dirk's first structural changes was introducing proper SaaS KPIs and customer segmentation — because without them, resources defaulted to whoever was loudest. That's almost always the smallest, most difficult accounts, not the ones with the most strategic upside. The discipline isn't just about where sales focuses. It cascades into product prioritization, CS allocation, and where leadership time actually goes. ICP isn't a marketing exercise — it's an operating model decision.// Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.ioThe Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co//Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

On this episode of The SaaS CFO Podcast, host Ben Murray sits down with Ben Stein, co-founder and CEO at Double, to dive into the world of SaaS finance, automation, and the evolving tech landscape for accounting teams. Ben Stein shares his journey from his early days as a CFO at an AR startup, to launching Double—a cutting-edge month-end close management platform that automates everything from transaction categorization to flux analysis. The conversation covers Double's rapid growth, including its $13 million in capital raised, the strategic importance of AI in their platform, and the lessons learned from their Series A fundraising. Ben Stein also opens up about the challenges and learnings around company rebranding, finding the right investor–founder fit, and the metrics he relies on to steer the business. Whether you're part of an outsourced accounting team or building the finance function inside a high-growth SaaS business, this episode is packed with actionable insights on scaling finance operations, go-to-market strategies, and the future of accounting tech. Tune in to hear why listening to customers, focusing on the right product, and getting your metrics right can make all the difference in building and scaling a SaaS company. Show Notes: 00:00 Month-End Close Automation Tool 06:00 "AI Unlocks Growth Opportunities" 06:56 "Choosing Board Members Wisely" 10:36 "Client-Based Pricing Explained" 12:57 Finance Insights: Prioritize Simplicity Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/double-raises-6-5-million-series-a Ben Stein's LinkedIn: https://www.linkedin.com/in/benfstein/ Double's LinkedIn: https://www.linkedin.com/company/doublehq/ Double's Website: https://doublehq.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 #TheShot of #DigitalHealth Therapy, Jim Joyce and I sit down with Carl Bradford Byers

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Tim Mercer. Author of Bootstrap Millionaire and CFO of Cadence Ventures, Inc.:

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Tim Mercer. Author of Bootstrap Millionaire and CFO of Cadence Ventures, Inc.:

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Leadership can look shiny and still feel lonely. In Healthy Mind, Healthy Life, host Yusuf sits down with business consultant Shelley Cadamy to name the mental load behind entrepreneurship. This episode is for founders, CEOs, and high-responsibility leaders who feel pressure to stay “strong” while quietly running on empty. Shelley reframes resilience, normalizes the messy stages of business growth, and shares grounded ways to protect your mind while you build. About the Guest: Shelley Cadamy is a business consultant at Cadamy Business Consulting who has supported business owners and CEOs since 1999. She's currently completing a Master's in Social Work after realizing how much leadership support is also mental health support. She's also a foster-adoptive parent. Episode Chapters: 00:07:39 — The quiet truth of entrepreneurship 00:08:45 — When leadership starts to feel lonely 00:09:40 — Resilience isn't “just push through” 00:11:33 — Treat mental health support like any other expert resource 00:13:27 — The business life-cycle: stop making it a personal flaw 00:17:03 — Stress signals + avoiding “sparkly” quick fixes 00:19:40 — The ROI of peer groups and coaching Key Takeaways: Redefine resilience as leveraging strengths plus self-care, not just pushing through. Use experts early—coach, consultant, therapist—like you would a CFO or HR partner. Normalize the “awkward adolescent” phase of growth so you don't internalize it as failure. Watch for stress signals: sleep, mood, self-care drop, and decision-making turns reactive. When overwhelmed, don't buy quick fixes—pause, name the state you're in, and get grounded counsel. How to Connect With the Guest: Website: https://www.cadamyconsulting.com/  Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer. Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty, storyteller, survivor, and wellness advocate. With over 6000+ episodes and 200K+ global listeners, we unite voices, break stigma, and build a world where every story matters.

Wondering if this could work for you – or if your situation is just different enough that it won't?You're probably more similar to other successful firms than you think.This episode pulls together 57 real client interviews and the patterns that consistently show up when CPAs change their pricing, narrow their focus, and protect their capacity. If you want steady proof and practical clarity, this is a great place to start.Link to Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/

Andrew Bender still remembers a moment from high school football practice when a coach challenged him with a simple question: “Do you want to be all conference or all state?” The comment surprised him. At the time, Bender tells us he wasn't even sure he had the potential to reach the lower bar. Yet the moment stayed with him because it revealed something important—that sometimes others see possibilities before we do.That lesson about recognizing potential shaped how Bender approached his career decisions. Early on, while working at William Blair, he faced a choice common among his peers: continue toward private equity or pursue a different path. Instead of following the typical investment track, he realized he preferred working inside organizations rather than advising them from the outside. The parts of investment banking he enjoyed most involved “diving into the organizations” he represented, Bender tells us.Over time, that realization led him toward roles blending strategy and finance. Consulting and business school helped him develop structured problem-solving skills and the ability to learn new industries quickly. Later, at Snyder's-Lance, he worked across corporate strategy and business-unit finance, gaining operational perspective that would prepare him for future CFO roles.That blend of strategy and finance thinking surfaced again after Bender joined BNI Global. Preparing board materials, he realized the company tracked numerous KPIs but struggled to explain performance drivers. If the metrics didn't link to financial outcomes, he recalls thinking, “what are we doing here?”The solution was simplification. Bender helped refocus leadership on five core business drivers—member renewals, visitor activity, conversion rates, chapter launches, and pricing—while teaching operational leaders how those metrics translate into financial performance.

Neil Tanna's early fundraising mistake: he could articulate the hero perfectly. But he couldn't explain the villain.As founder of Howbout (6 million users, backed by VCs and the Sidemen with 300 million followers), Neil learned the hard way that the hero makes no sense without the villain.Investors don't care if you can describe your solution. They need to understand the problem you're solving - viscerally.What you'll hear:Why early Howbout messaging failed. They focused on the solution (social planning app) without making the problem (losing touch with friends) crystal clear. They were brilliant at the hero. Terrible at the villain.How the villain evolved as users actually used the product. Initially: scheduling pain, the back-and-forth of group chat. But users weren't just planning events - they were putting their entire lives in the calendar. Everything. The real villain became "losing touch with friends in a world pushing you toward creators over actual connection."What to do when users redefine your product. Howbout positioned as "social planner." Users turned it into a "platform to share time." Gen Z were adding when they're on their period, when they have dates, everything. Why? Because they're digital natives who share their live location with 5-15 friends. Time is the same.How to pitch the same business to different audiences. US VCs: "Why are we talking about monetisation?" European VCs: "Why are we talking about anything else?" At seed, 10x more monetisation talk. At Series A, barely mentioned it. You have to evolve your story based on who's listening.Why you need to define your ethos, not just vision/mission. What is the emotional reason someone uses your product? Why do they share it? Why do they pay for it? Everyone in your business should articulate this in a couple sentences. This is your right to win.The CFO growth hack. Every friend group has a Chief Friendship Officer - the Type A planner, the micro-influencer. Neil targeted them through Instagram memes. Why focusing on everyone means no one. Howbout only focused on UK 18-22 year olds initially. Then proved US growth before Series A. If you try to be everything to everyone, your messaging becomes mud.The insight:Listen to find out

In this episode, host Seth O'Brien, CP, FAAOP(D), sits down with Lesleigh Sisson, CFo, CFm, founder of O&P Insight, for a MythBusters-style conversation about common misconceptions in O&P clinical practice. Together, they unpack several assumptions that can lead providers astray, including the belief that prior authorization guarantees payment and the importance of accurate enrollment and place-of-service billing for multi-office practices. The discussion also covers payer requests for invoices, clarifying what providers are—and are not—required to supply. The episode highlights key compliance considerations, such as why proof of delivery alone is not enough to justify billing, how standard written orders must be supported by current documentation of continued use, and the role CPO notes can play in supplementing physician records. Seth and Lesleigh also explore issues such as diagnosis-code mismatches, replacement rules within a reasonable useful lifetime, prosthesis eligibility when a power wheelchair is present, and circumstances where additional test sockets may be justified with proper documentation.   Show Notes Lower Limb Prosthetic LCD and Policy Article LCD - Lower Limb Prostheses (L33787) Article - Lower Limb Prostheses - Policy Article (A52496)   Power Mobility Device LCD and Policy Article LCD - Power Mobility Devices (L33789) Article - Power Mobility Devices - Policy Article (A52498)   Standard Documentation Requirements Article - Standard Documentation Requirements for All Claims Submitted to DME MACs (A55426)   Same or Similar Resources Same or Similar: How to Avoid Denials - JA DME - Noridian Same or Similar Chart - JA DME - Noridian   Making Corrections to Medical Records Documentation Guidelines for Amended Records - JE Part B - Noridian   The Medicare Learning Network The Medicare Learning Network® | CMS   Medical Records Requirements MLN909160 – Complying with Medical Record Documentation Requirements MLN4840534_Medical Record Maintenance & Access Requirements Provider Minute: The Importance of Proper Documentation MLN905364 – Complying with Medicare Signature Requirements

Join The Paralegals in Business Society: https://www.jaclynfoster.com/Visit Firmly Profits: https://firmlyprofits.com/Connect with Leah Miller on LinkedIn:   https://www.linkedin.com/in/leahlnmfinancial/From Paralegal to Fractional CFO: Leah Miller on Building Firmly Profits & Scaling a Law-Firm Finance BusinessJaclyn Foster shares a teaser from an hour-long interview with guest expert Leah Miller inside the Paralegals in Business Society, highlighting Leah's path from legal assistant to paralegal, then law firm administrator/CFO, and finally founder of Firmly Profits providing bookkeeping and fractional CFO services to law firms. Leah explains she started her business incrementally in early 2023 while employed, then left her firm sooner than planned, rebuilt her former base salary by October 2023, and ultimately surpassed six figures, enabling her husband to quit his job in 2024. She credits LinkedIn networking, education, and podcast guesting—without cold pitching—for client growth, and discusses hiring first through contractors, using Profit First-style planning, and setting financial thresholds for staffing. 00:00 Podcast Teaser Intro01:27 Meet Leah Miller02:01 From Paralegal to CFO03:30 Leaving the Day Job05:37 Finding First Clients08:29 Growth and Reality Check11:34 When to Hire Help13:36 Profit Planning to Scale17:35 Join the Society

Recurring revenue sounds smart. Memberships, prepaid packages, and gift cards can create a surge in cash flow for med spas — but without proper financial tracking, they can distort your profit margins, inflate revenue perception, and create operational risk.  Listen here to learn how aesthetic practices can misinterpret cash injections as true growth — and what to track instead.  If you're operating 1–2 locations and planning to scale, this conversation about healthy cash flow management for your aesthetics practice is critical.  Are Gift Cards Creating False Revenue Expectations for Your Practice?  Whether you run a med spa or a similar practice, you'll learn why simply chasing upfront cash isn't always the ticket to success—and how these models can create a false sense of profitability, throw off your capacity planning, and even compromise your ability to deliver services in the future. I'm revealing how a CFO tracks different income streams, forecasts cash flow, and helps you build sustainable financial habits, so you don't end up borrowing from your future business.  Prepaid revenue can:  Inflate top-line sales  Hide future labor costs  Distort margins  Create scheduling unpredictability  Mask capacity constraints  "The issue with this, however, is when not done well or not done with this in mind, you're putting yourself at risk for a very distorted view of your sales, of your numbers, and not really making sound business decisions based on good data." - Shannon Weinstein  To cut to the chase, cash in the bank does not equal earned revenue.  Cash Injection vs. Sustainable Growth: Making Better Business Decisions  We're seeing a huge trend in med spas and wellness practices: everyone's jumping on the recurring revenue train with memberships, subscriptions, gift cards, and prepaid packages. It sounds great on the surface—more cash in the bank, better sales numbers, right? But here are a few things you'll learn in this episode that might change your mind:  Why gift card revenue is a future liability, not pure profit  How prepaid packages distort med spa profit margins  Why capacity utilization matters more than cash balance  How to segment revenue categories properly in QuickBooks  Why you should reconsider commission structures on prepaid sales  How memberships affect enterprise value and predictability  Protecting Your Aesthetics Practice from Recurring Revenue Traps and Misleading Data  Collecting money upfront (especially around holidays with gift cards) can feel like winning. Who doesn't love a surge in revenue and a healthy bank balance? The catch is, those numbers don't always paint an honest picture. You might be thinking your marketing is working wonders, but really, your sales are getting propped up by gift card purchases. When it comes time to deliver the actual services, your costs catch up—and you don't have new income to cover them.  If your med spa offers memberships, gift cards, or prepaid packages:  Segment revenue by category (services, retail, memberships, gift cards, prepaid packages)  Track redemption timing based on historical data  Build a 6-week cash flow forecast including expected redemptions  Measure revenue per provider and revenue per square foot  Monitor capacity utilization instead of celebrating temporary cash spikes  Evaluate LTV to CAC separately from prepaid sales  I compare it to the GLP-1 weight loss trend: quick results, but they don't last unless your habits are solid. The same goes for business cash injections. If you don't have the right financial habits, you get a false sense of achievement that fades fast.  Memberships and Prepaid Packages: Boost or Bust for Your Med Spa?  If your monthly numbers look amazing, but you're just selling future services, don't rush to expand or boost sales goals. Before expanding, make sure your growth is real by evaluating the following:  Are you mistaking cash injections for sustainable demand?  Is capacity actually full — or artificially inflated?  Are membership liabilities masking thin operating margins?  Buyers and lenders look for predictable earned revenue — not volatile cash surges.  Essential Metrics for Med Spas: Beyond Cash in the Bank  If you're unsure whether your med spa's cash flow is sustainable — or distorted — start with the Financial Scaling Playbook for Aesthetics. Get it today: www.keepwhatyouearn/playbook  Inside the free series, I walk you through:  Identifying your biggest financial constraint  Cash flow forecasting basics  Evaluating offer profit correctly  Preparing your practice for scale  Follow Shannon & Keep What You Earn:   Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence. Host of the "Keep What You Earn" podcast, Shannon provides practical financial insights and strategies for business owners looking to build truly valuable and sellable practices. She breaks down what it means to create a business buyers will pay a premium for—going beyond surface level metrics to address the essential financial building blocks. Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners.   Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/  Connect with Shannon: https://www.linkedin.com/in/shannonweinstein  Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn  Listen on your favorite podcast app: https://pod.link/1580071347  Instagram: https://www.instagram.com/shannonkweinstein/    The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here. 

In "Execution, Visibility, and Financial Control: How Infios Solves Global Supply Chain Challenges", Joe Lynch and Alan Rowlett, Corporate Vice President of Infios, discuss how unifying supply chain execution and financial data builds resilience.  About Alan Rowlett Alan D. Rowlett, Jr., PhD, is a transformational global operations and supply chain executive focused on turning complexity into competitive advantage. With more than 25 years of experience spanning global enterprise, service, and logistics environments, he is known as a structured disruptor who challenges conventional thinking while strengthening resilience, modernizing operating models, and leveraging technology to elevate financial performance. Alan brings a disciplined, forward-looking perspective to today's supply chain challenges and is a frequent voice in industry and academic forums focused on innovation, leadership, and the future of global commerce.  About Infios Infios is a global leader in intelligent supply chain execution, relentlessly making supply chains better - every single day. With a portfolio of adaptable solutions, we empower businesses of all sizes to simplify operations, optimize efficiency and drive measurable impact. Infios serves more than 5,000 customers across 70 countries, delivering adaptable and innovative technologies that evolve with changing business needs. Our deep expertise and commitment to purposeful innovation help businesses turn supply chains into a competitive advantage, building resilience and shaping a more sustainable future. Infios is a joint venture of international technology provider Körber and global investment firm KKR. Learn more at www.infios.com. Key Takeaways: Execution, Visibility, and Financial Control: How Infios Solves Global Supply Chain Challenges In "Execution, Visibility, and Financial Control: How Infios Solves Global Supply Chain Challenges", Joe Lynch and Alan Rowlett, Corporate Vice President of Infios, discuss how unifying supply chain execution and financial data builds resilience. Visibility drives value. The "End-to-End" Rebrand: Infios represents a strategic unification of industry-leading tools (like MercuryGate TMS and Körber WMS) under one flag. The goal is to move beyond "handshake" visibility to true "order-to-cash" control, spanning the entirety of a product's global journey rather than just the final few days of transport. The Three Pillars of Supply Chain: Alan defines the core of any successful supply chain through three consistent threads that have remained unchanged since the 1980s: Execution (doing the work), Visibility (status and positioning), and Financials (the ultimate measure of winning or losing). Financial Control as the Ultimate Truth: A supply chain's success is ultimately validated by the CFO. Infios focuses on eliminating data inconsistencies between operations and finance, ensuring that freight spend, accruals, and internal ledgers align perfectly to prevent the "discrediting" of logistics data. The "Silent" ROI of Freight Audit: Freight Audit and Payment (FAP) isn't just about catching errors; it's about contract adherence. Infios helps shippers recover significant costs from "freight paid but not used" (like discarded parcel labels) and service failures (like shipments missing a guaranteed 8:00 AM window). Combating Sophisticated Freight Fraud: With the rise of AI-generated fake documentation and "check-interception" by organized cartels, Infios uses its integrated system to flag discrepancies—such as a carrier being tendered as "Company X" but submitting paperwork as "Company Y"—before the invoice is paid. Legacy Systems vs. Cloud Agility: Many global enterprises are "institutionalized" with on-premise mainframes. Alan argues that the transition to the cloud is no longer just about cost-cutting; it's about adaptability. Cloud-based architecture allows for "plug-and-play" integration of AI and data aggregators that on-premise systems simply can't support. Intelligent Connectivity as a Competitive Edge: The future belongs to organizations that unify physical movement with financial flow. By automating "low-value" manual audit drudgery, companies can elevate their staff from processing transactions to analyzing high-level freight spend trends and driving strategic value. Learn More About Execution, Visibility, and Financial Control: How Infios Solves Global Supply Chain Challenges Alan Rowlett | Linkedin Infios | Linkedin Infios White Paper: Beyond the Invoice: Unlocking strategic value of Freight Audit and Payment programs.  eBook: The Connected Execution Playbook  White Paper: Integrating FAP and TMS: The hidden engine behind smarter transportation spend  Webinar: Driving Cost Savings with FAP   The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Are cash flow problems making growth feel risky? If your revenue is climbing but profit keeps disappearing, this episode will show you exactly what to fix first. In this episode of Business by the Books, Danielle Hayden breaks down the 65-20-15 framework — the exact system Kickstart Accounting uses with CFO clients to help small business owners scale without draining cash or funding growth with debt. If you've been avoiding your numbers or making financial decisions based on stress instead of strategy, this is your starting point for building real financial clarity as a CEO. You'll learn: Why cash flow problems persist even when revenue is growing How to use the 65-20-15 framework to protect profit while scaling The bookkeeping mistakes that make this framework impossible to apply What to do when your current revenue can't fund growth yet How to stop guessing with money and start thinking like a CEO   Key Takeaways: 00:00 Intro 00:15 Why growth without a framework drains profit 01:35 Bucket 1: Operating Expenses (65%) 02:25 Bucket 2: Savings (20%) 03:25 Bucket 3: Intentional Growth (15%) 04:10 How to apply the 65-20-15 framework to your income statement today 06:55 What to do when your revenue can't fund growth yet 07:10 Outro   Resources:  ✨CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/  ✨Check Your Books | https://kickstartaccountinginc.com/ ✨Book a Call | https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.:  ✨Instagram | https://www.instagram.com/Kickstartaccounting  ✨YouTube | https://www.youtube.com/@businessbythebooks  ✨Facebook | https://www.facebook.com/kickstartaccountinginc    

If you're still doing your own books — or handing them off and never looking at them again — this Monthly Money Talk with Zen Jenn will change how you think about what your finances are really costing you. ❓Have a question for Monthly Money Talks? Send your question to me in a DM on Instagram → @aleciastg.  Your question may be featured in an upcoming episode with Zen Jenn. Get full show notes at www.consciousedge.com/ep097 Ready to get connected to your business finances? Book a Capacity Assessment Call at consciousedge.com/capacity Alecia sits down with fractional CFO and financial strategist Jenn Baas for March's Monthly Money Talk.  This month, they're digging into something that comes up all the time with women entrepreneurs: accounting software. Not the fun part of running a business, but one of the most important. They talk through QuickBooks vs. spreadsheets, what to look for in a bookkeeper, and what it really means to be connected to your numbers. Because staying disconnected isn't just inconvenient, it's draining your energy and limiting your growth.

Stephen Grootes speaks to Peter de Villiers, CFO of Attacq, about the property group’s latest interim results, after the JSE-listed REIT reported solid growth in distributable income and upgraded its full-year guidance. The performance was supported by higher rental income, improved occupancy levels, and lower finance costs, while strong trading density across key retail assets, including Mall of Africa, highlights resilient tenant activity despite a challenging economic backdrop. 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 to 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/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Summary In this episode of Chattinn Cyber, Marc Schein is chattin' with Mike Armistead, a seasoned cybersecurity expert with over 40 years of experience, including more than 20 years as a vendor in the cybersecurity space. The conversation opens with a discussion about the challenges security leaders face in 2026. Mike highlights the complexity of their role, comparing it to that of a CFO managing financial risk, but notes that cybersecurity leaders often lack the comprehensive management tools that CFOs have. He emphasizes the fragmented nature of cybersecurity tools and the difficulty in stitching together disparate signals to form a coherent security posture. Mike further explains that the human element is the critical glue in cybersecurity programs. The effectiveness of security teams depends heavily on the leadership and the ability of individuals to contextualize technical signals within the business environment. This need for situational awareness is driving interest in AI technologies, particularly on the defender side, to augment human capabilities and expand the scope and depth of security operations. The chat then shifts to the role of AI in cybersecurity products. Mike observes that while AI is increasingly integrated into detection tools, the industry has largely shifted focus away from prevention. He advocates for a strategic return to prevention, where AI can play a significant role in helping security leaders develop and implement risk mitigation strategies tailored to their organizations. Mike stresses the importance of a holistic approach that goes beyond real-time detection to include employee training, access control, and disaster recovery. Addressing the challenges faced by middle-market organizations, Mike points out that these companies are often expected to meet the same cybersecurity standards as large enterprises but with far fewer resources. He advises middle-market CISOs to prioritize protecting their most critical assets—their “crown jewels”—and to have candid conversations with leadership about realistic security goals. This pragmatic approach helps ensure that limited resources are focused on the highest risks rather than attempting to cover every possible threat. Finally, Mike shares information about a community he helped start called the Security Impact Circle, which focuses on cybersecurity leadership issues such as board engagement. This community facilitates workshops that bring together CSOs and board directors to bridge the communication gap and align security priorities with business needs. Mike encourages listeners to visit securityimpactcircle.org to learn more and get involved. Five Key Points Covered Cybersecurity leaders face complex challenges similar to CFOs but lack equivalent management tools. Human expertise is essential to contextualize technical security signals within the business environment. AI is increasingly used in detection but should also be leveraged to enhance prevention strategies. Middle-market organizations must prioritize protecting their most critical assets due to limited resources. The Security Impact Circle community helps improve communication and alignment between security leaders and boards. Five Key Quotes from the Conversation “Security leaders have a tough job… it's not unlike what a CFO has to think about, right? That risk happens to be financial, and the CISOs really happens to be in cyber.” “The security teams are really bound by how good not only their leader, but the deputies, the managers, the architects, those individual contributors that really help lead it.” “I think the opportunity is to swing it back to prevention… AI can really start to help on the prevention strategy side of cybersecurity.” “Middle-market leaders are expected to do everything that the largest enterprises do, but they don't have the resources to cover all the ground.” “We bring in a director from a public company's audit committee to run workshops… it's less about what a CSO thinks they should say and more about what the director thinks they need to hear.” About Our Guest Mike Armistead brings nearly 40 years of business experience marked by a proven track record of building companies, navigating strategic acquisitions, and leading growth at every stage. As co-founder and CEO of Respond Software, acquired by Mandiant for $200 million, and co-founder of Fortify Software, acquired by HP for $285 million, Mike has played pivotal roles in multiple successful startups, including serving as SVP on the turnaround team at WhoWhere (acquired by Lycos for $133 million) and contributing to Pure Software's IPO. His post-acquisition leadership includes key roles as VP of Products & UX at Mandiant, Director at Google Cloud, and VP & GM for Fortify and ArcSight business groups at HPE, where he drove significant expansion and over $400 million in revenue impact. Alongside these successes, Mike gained valuable insights from two brief ventures, including leading InLeague through post-9/11 financial challenges and emphasizing product-market fit in another startup. Beginning his career as a Product Manager at HP in the late 1980s, Mike's multifaceted experience spans diverse industries and company sizes. Today, he remains passionate about building high-performing teams and tackling complex, noble challenges. Follow Our Guest LinkedIn About Our Host National co-chair of the Cyber Center for Excellence, Marc Schein, CIC,CLCS is also a Risk Management Consultant at Marsh McLennan Agency. He assists clients by customizing comprehensive commercial insurance programs that minimize the burden of financial loss through cost effective transfer of risk. By conducting a Total Cost of Risk (TCoR) assessment, he can determine any gaps in coverage. As part of an effective risk management insurance team, Marc collaborates with senior risk consultants, certified insurance counselors, and expert underwriters to examine the adequacy of existing client programs and develop customized solutions to transfer risk, improve coverage and minimize premiums. Follow Our Host Website | LinkedIn  

In this episode of Retirement Reality, Louis shares how a mid-year layoff after 32 years in tech became an unexpected doorway to something lighter, calmer, and more intentional. At 57, he is weighing recreational employment against full freedom, noticing how life feels when the inbox goes quiet and mornings are unhurried.Louis talks travel as a value, not a splurge. First-class seats, suites, and stretch-time together are part of the plan when the plan is built right. He loves scuba and earned his instructor certification, yet he also honors what matters at home: a younger partner who still works and two aging dogs who set the pace. His “opportunity” mindset reframes a layoff into a season to breathe, learn, and choose with purpose.We also explore the money side without turning it into a spreadsheet show. Louis is candid about concentration in company stock, learning the language of diversification, and discovering tools like NUA for 401(k) company shares. He wants to stay CEO of his money while bringing in an expert as CFO, so the plan funds a life well lived, not just a tax win. After the sudden loss of a friend, he and his partner finished their wills and trust work, proving that clarity is a gift to the people you love.If you are a high-achiever in your 40s to 60s, maybe recently laid off, wondering whether to jump back in or step into something new, this conversation gives you both inspiration and next steps. You will hear how less stress can feel like new oxygen, why “wait and breathe” beats a knee-jerk job hunt, and how to design travel, work, and wealth around the life you actually want.--Louis is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Send a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/apply"How do you spot billion-dollar founders? Ryan Miller (Angel Investor) and Kristina Simmons (Overwater Ventures) identify the "Answer-First" framework—evaluating founder psychology and commercialization potential over traditional pitch decks—as the key to elite early-stage investing on this episode of Making Billions.Why Founder Psychology is the New Due Diligence?As AI-generated pitch decks and data rooms become the 2026 industry standard, traditional "pattern matching" is no longer enough to guarantee VC success. Kristina Simmons—whose career spans Khosla Ventures, a16z, and Lululemon—shares her "Answer-First" framework for identifying the high-potential, under-represented gems that institutional investors systematically miss.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE HOST]: Ryan Miller is a recovering CFO turned angel The Fresh Patch Podcast - Where Good Pets Get It. Welcome to the Fresh Patch Podcast where we talk about everything, from dog...Listen on: Apple Podcasts Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

In this MailBag episode, Jeff Steadman and Jim McDonald tackle eight questions submitted by listeners from around the world, including Munich, Sao Paulo, Singapore, Toronto, Hanoi, London, Sydney, and Chicago. The conversation covers governing AI and non-human identities, practical first steps toward passwordless adoption, what a mature IAM program actually looks like, who should own identity within an organization, building credibility with leadership as a new IAM practitioner, enforcing least privilege in practice, rethinking access reviews beyond checkbox compliance, and how to make the business case for identity security investment before a breach occurs. The episode wraps up with some lighter listener questions about sports analogies for IAM roles and whether anyone in their personal lives actually understands what they do for a living.Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.comTIMESTAMPS00:00 - Introduction and RSA Conference debate03:41 - Conference plans for 2026: EIC, Identiverse, and Authenticate05:17 - MailBag intro and how questions get selected06:51 - Q1 (Hans, Munich): Governing AI access vs. human access — same principles or a different approach?12:32 - Q2 (Gabriela, Sao Paulo): Realistic first steps toward passwordless without disrupting everything18:34 - Q3 (Wei, Singapore): What does a mature identity program actually look like?30:26 - Q4 (Marcus, Toronto): When IT and security both claim to own identity, how do you sort it out?39:33 - Q5 (Linh, Hanoi): Building credibility and influence as someone new to the IAM space42:53 - Q6 (Claire, London): Enforcing least privilege in practice without slowing down the business46:14 - Q7 (James, Sydney): Are access reviews just a checkbox exercise, and is there a better way?49:18 - Q8 (Darnell, Chicago): Making the case to a CFO or CEO for identity security investment before a breach52:38 - Lighter note: If IAM was a sport, what position would you play?1:00:27 - Lighter note: Does your family actually understand what you do?1:03:06 - Wrap-up and how to submit future questionsKEYWORDSIDAC, Identity at the Center, Jeff Steadman, Jim McDonald, IAM, identity and access management, MailBag, non-human identity, AI governance, agentic AI, passwordless, passkeys, IAM program maturity, identity ownership, RACI, least privilege, zero standing privilege, access reviews, security theater, identity security budget, business case for IAM, ISPM, IGA, IDPro, Identiverse, EIC, Authenticate conference, RSA conference, cybersecurity podcast, identity security, identity community

On this episode of CFO at Home, Vince wraps up his conversation with Elizabeth George, a Dallas-based financial strategist whose focus is guiding women through transitions such as divorce, death of a spouse, and marriage. This time around Elizabeth and Vince discuss couples balancing their individual and relationship goals, planning with uncertainty, the myth of ·wealth secrets·, and more. For more on Elizabeth and her work, go to melizabethgeorge.com 00:41 Separate Goals Explained   02:41 Planning With Uncertainty 05:26 Stress Testing Retirement 06:32 Spending Down Mindset 09:49 Couples Separate Meetings 14:23 Wealth Secrets Myth 20:34 Money Is More Democratized 25:00 Finding Your Way Forward Key Links elizabeth george Elizabeth George | Facebook Elizabeth George (@melizabethgeorge) • Instagram photos and videos https://www.linkedin.com/in/melizabethgeorge-cfp/ 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  

In this episode, Steve Fretzin and Leah Miller discuss: Run your law firm like a business, not a hobby Use accurate financials to avoid hidden risks and overpayment Track key metrics and benchmarks for people, operations, and marketing Leverage metrics to make strategic growth decisions   Key Takeaways: Long-term growth requires regular attention to financials. Cash in the bank is not a strategy; data should guide hiring, marketing, and operational decisions. Bad bookkeeping masks problems and can cost in taxes. Early investment in a bookkeeper or financial team yields high ROI and clarity. Monitor payroll, operating costs, and marketing spend as percentages of revenue. Focus on trends over time and adapt to what works for your firm. Financial data informs hiring, marketing, and process improvements. Treat new hires as investments, plan for cash gaps, and track time spent on business development for accountability.   "If you're not paying attention to the dollars and you're not operational decisions based on the finances, you are not going to have that long-term, sustained growth that you're looking for as a lawyer in a firm." —  Leah Miller   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Leah Miller: Leah N. Miller, MBA, is the founder and CEO of Firmly Profits, a firm providing fractional CFO and bookkeeping services to law firms across the United States. Starting her career as a paralegal, Leah rose to become a firm administrator and CFO at a personal injury law firm in Fort Myers, Florida, where she recognized the need for law firm owners to gain confidence in their finances. Passionate about helping attorneys achieve financial clarity and sustainable growth, she now leads a team dedicated to offering expert financial guidance, process improvement, and strategic planning for firms of all sizes. Outside of work, Leah teaches paralegal courses and enjoys spending time with her husband and three daughters in sunny Southwest Florida.   Connect with Leah Miller:   Website: https://firmlyprofits.com/ YouTube: https://www.youtube.com/@LNMFinancialServices/videos LinkedIn: https://www.linkedin.com/company/firmlyprofits/ Facebook: https://www.facebook.com/people/LNM-Financial-Services/100091343407958/ Instagram: https://www.instagram.com/leah_lnm_financial/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Marko i Miroslav Tanazević gosti su Vladimira Stankovića u 204. epizodi podkasta Biznis priče.

In this episode of Referrals Done Right, Scott sits down with Brooke Koeninger, a fractional CFO and strategic finance partner who helps service based founders move from financial confusion to clarity. Brooke shares how her background in corporate finance, consulting, and growing up in an entrepreneurial family shaped the way she now serves small business owners. Her perspective is refreshing because it blends the rigor of big business thinking with the flexibility and speed that small business owners actually need.This conversation goes far beyond spreadsheets. Brooke and Scott dig into the deeper questions behind growth, profit, and sustainability. They talk about why more revenue does not always mean more freedom, why so many founders avoid their numbers, and why paying yourself needs to become a priority much earlier than most people think. If you are building a referral driven business and want your finances to support your life instead of consume it, this episode is packed with practical wisdom and honest perspective We Cover:• Why scaling without clarity can create more complexity, less profit, and less freedom• The difference between top line revenue growth and true financial health• Why so many founders stay stuck in “financial fog” and how to move past it• What a fractional CFO actually does and how that support can help earlier than you think• Why paying yourself first is a mindset shift that can change both your business and your life---Episode Markers:(0:00) - Show Start & Introduction(2:15) - Brooke's Background(5:30) - What is the Why?(11:20) - Financial Fog(20:30) - What is a Fractional CFO?(28:30) - Setting Smaller Goals & Micro Actions(32:25) - Mindset When You Can't Sell(42:00) - Leaking Energy(44:25) - Rapid Fire Questions ---Brooke Koeninger's Links:Website - https://www.scalewithclarity.comPodcast - https://open.spotify.com/show/6emuG7ERBM4B6xWFOmlr2QInstagram - https://www.instagram.com/brookekfinanceLinkedin - https://www.linkedin.com/in/brooke-koeninger

Leading in the impact space requires purpose, intentionality, and dedication. We get a glimpse into the life of an impact leader through the story of Jessica McClain, CFO of the American Staffing Association. She joins Jack McCullough to look back on her family history and how she transitioned her career to mission-focused missions. Jessica also talks about the importance of knowing how to translate complex financial data and building trust with diverse stakeholders, giving CFOs and impact leaders a unique competitive advantage. Learn what it takes to go out of your comfort zone and maximize your fullest potential.

On this week's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Brandreth Canaley, and Jamie Lane break down the latest headlines shaping travel and short-term rentals. They start with OpenAI walking back plans for in-chat checkout in ChatGPT, a move that shifts the platform back toward discovery rather than transactions and eases pressure on OTAs like Expedia Group and Booking Holdings (NASDAQ: BKNG). They also unpack comments from Expedia Group's CFO about how the company has “radically changed the direction” of the business with new performance metrics and strategic priorities. The team then looks at cancellation trends hitting vacation rentals in the United Arab Emirates, where regional instability is beginning to ripple through bookings, before diving into analysis on whether Airbnb may need acquisitions if it truly wants to “own the entire trip.” They also highlight Breezeway's recent funding news following the bonus interview with Jeremy Gall released earlier last week.

Caleb and Brittany are podcasting from Las Vegas during the ConExpo construction trade show. They discusses their business operations, including the launch of a new coaching group and Brittany's upcoming presentation on business growth. A significant portion of the conversation focuses on financial maturity, where they credit budgeting software and CFO services for transforming their company from a struggling venture into a profitable seven-figure business. They reflect on the necessity of professionalizing operations and moving away from "management by chaos" to achieve long-term stability. The episode serves as both a travel log of their time in Nevada and an educational resource for contractors seeking to improve their administrative systems.   Key Takeaways: Avoid the temptation to fill your schedule with "junk work" during slow periods and instead remain selective to ensure you are available for high-quality projects that fit your ideal business profile. Utilize professional budgeting and management software to clearly see your numbers and ensure that every job you take is generating a real profit. Shift from reactive to proactive financial management by working with a CFO who can help you plan for future growth rather than just looking at past performance. Develop the confidence to charge higher prices by respecting the value of your work and understanding the actual overhead costs required to run a sustainable business. Practice long-term financial foresight by incrementally budgeting for future major expenses, such as new equipment or facilities, well before you actually need to make the purchase. Episode Sponsors CompanyCam – Get 50% off for 2 months https://companycam.com/auman Cycle CPA – Save $200 https://cyclecpa.com (Use code: AUMAN) LMN Software – Save on onboarding https://golmn.com (Use code: AUMAN) Connect with Auman Landscape YouTube: @AumanLandscape Instagram: @aumanlandscapellc All Links: Linktree  

Early in Lucanet's expansion, two Chinese employees working in Germany noticed something unusual. The consolidation software they worked with functioned so well that they believed it could succeed in their home market. Acting on that conviction, they traveled from Berlin back to China and built what would become Lucanet's Chinese business. The story illustrates how a tool designed for global complexity could travel easily across borders, Gurney tells us.Lucanet's origins are firmly rooted in Germany, where the company first built its reputation with a consolidation platform designed for companies operating across multiple jurisdictions. That design decision proved foundational. Because customers often consolidate entities across countries, the platform had to integrate financial data from different jurisdictions and support multiple accounting frameworks, Gurney tells us. The system can report under German GAAP, IFRS, or different management accounting rules and allows users to toggle between those views efficiently, he tells us.Today, the company's geographic reach reflects that original cross-border orientation. While Germany remains Lucanet's strongest market, the company now operates across Europe and Asia, including the Netherlands, Switzerland, France, Italy, Spain, the United Kingdom, China, and Singapore, Gurney tells us. Increasingly, a majority of new customer bookings come from outside Lucanet's historical DACH and Netherlands markets, he tells us.Growth has also been shaped by capital structure changes. After roughly eighteen years as a founder-run business, HG Capital made a majority investment in 2022, accelerating both product development and geographic expansion, Gurney tells us.For Gurney, who joined Lucanet at the start of May last year, the company's focus remains clear: build tools that make the Office of the CFO more effective across borders and systems, he tells us.

AI is forcing a leadership choice. You can treat it like a stack of use cases and end up with a lot of motion and a little progress. Or you can start with a clear vision of the future you want, make strategy visible, and use that to align decisions across the business.  In this episode, Drew Neisser talks with Brian Evergreen, author of Autonomous Transformation, about why the AI conversation so often collapses into tools and use cases, and how leaders can pull it back to vision, outcomes, and the kind of alignment that drives transformation. What you'll take away:  Why optimization can keep you busy while you stay stuck  How to make a future vision concrete enough to act on  What "no strategy without vision" means, and how to spot fake strategy  Why leaders default to scorecards, and how it stalls transformation  How Brian's "nindrant" separates "we can do" from "we need alignment"  Why use case first AI limits gains, and how to shift to value creation Plus:  A simple workshop to surface visions before projects  A clean split between what marketing can do now and what needs CRO and CFO alignment  How to move AI from tool talk to a value creation leadership conversation If you are tired of AI conversations that start with tools and end with small wins, listen to this episode for a vision first approach that changes what you do next.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Ashley Still, Executive Vice President and General Manager of Intuit's mid-market business, discusses how the expectations of finance leaders are shifting as AI reshapes the finance function. She explains how Intuit is expanding beyond its small-business roots with Intuit Enterprise Suite, designed to serve growing mid-market organizations seeking faster implementation and lower total cost than traditional ERP systems. Still highlights how AI-powered agents are helping finance teams reduce manual work, accelerate month-end insights, and focus more on strategic decision-making. As the CFO role evolves from scorekeeper to growth driver, she believes technology will increasingly enable finance leaders to connect data, manage risk, and guide business growth.

Workforce reimagination is here. In 2026, the office of the CFO is moving from AI as a tool to a coworker. Recorded in Davos, this episode digs into the human side of transformation. We sit down with global leaders to unpack why the human in the loop is being rewritten and why change management has become a core executive capability. Mandi McReynolds talks with Costi Perricos, Global GenAI Business Leader at Deloitte, Dennis Woodside, CEO of Freshworks, and Dr. Márcia Balisciano, Board Member Foundation for the UN Global Compact and CSO of RELX, about what they're seeing on the ground as roles evolve from task execution to AI orchestration. In this episode: 04:00 Costi Pericos on agentic collaboration and why HR and AI are converging 13:10 Dennis Woodside on the execution gap and changing daily work habits 15:30 Marcia Balisciano on CFO leadership and becoming "chief environmental champions" 19:00 Conclusion: Why CFOs must architect the agentic future "I often say you'll learn without AI first so that one day you can be the human in the loop, coordinating and governing AI." — Costi Pericos, Deloitte Enjoy this episode? Find more at workiva.com/podcast/the-pre-read  

Jon Miller co-founded Marketo, the company that helped turn MQLs, lead scoring, and the demand waterfall into the operating system of B2B marketing. Now he's the one telling you to throw most of it out.When Jon did the same playbook at Demandbase that worked brilliantly at Marketo, it flopped. That failure changed how he thinks about almost everything.In this conversation, Carolyn sits down with Jon, co-founder of Marketo and Engagio (which merged with Demandbase), to dig into why the traditional B2B marketing playbook stopped working, what brand actually does for demand gen that most teams never account for, and what a modern measurement framework should look like in 2026. What we cover:Why the same playbook that worked at Marketo failed at DemandbaseWhy MQLs aren't inherently bad, but how they became a game most marketing teams were rigging without realizing itThe case against marketing-sourced vs. sales-sourced attribution (and why it breaks the teamwork you need to win)What a modern CMO dashboard should actually includeWhy the buying process is chaotic and nonlinear and why treating it like a simple funnel has always been the wrong modelHow AI is finally making true 1:1 personalization across millions of buyers possible The one question to ask your CFO socratically that will reframe the entire conversation about brand ROIThis episode is an absolute MUST listen for any marketing leader or revenue operator who knows something is broken but keeps hitting a wall trying to fix it.

Is 2026 the year AI finally has to prove it is worth the investment? In this episode, I'm joined by Chris Riche-Webber, VP of Business Intelligence and Analytics at SmartRecruiters, to explore why so many AI and agentic AI initiatives stall after the pilot phase and what separates the projects that scale from the ones that quietly disappear. With Gartner predicting that more than 40 percent of agentic AI programs could be cancelled by 2027, Chris brings a pragmatic, data-led perspective on what is really happening inside organizations as the hype meets operational reality. We talk about the fundamentals that have not changed despite the new technology. Influence, clearly defined problems, measurable impact, and adoption still determine success, yet they are often overlooked in the rush to deploy the latest tools. Chris explains why "good vibes" are no longer enough in front of a CFO, how to baseline outcomes properly, and why ownership of results is one of the most common missing pieces in enterprise AI programs. A big part of the conversation focuses on what Chris calls the "agent washing" problem. Just as products are sometimes marketed with fashionable labels that do not reflect their real value, many solutions are being positioned as agentic without delivering true autonomy or business outcomes. We discuss how leaders can cut through the noise by asking better questions, aligning technology to specific use cases, and recognizing when simple automation is the right answer. Trust, adoption, and measurable ROI emerge as the three signals that determine whether an AI initiative survives. Chris shares a clear framework for defining these signals in a way that is consistent, comparable over time, and meaningful to the executive team. We also explore how connecting talent decisions to revenue, productivity, and retention changes the conversation, especially in the context of SmartRecruiters' broader SAP ecosystem and the opportunity to link people data directly to business performance. This is a conversation about moving from experimentation to accountability, from buying narratives to solving real problems, and from technology-first thinking to outcome-first leadership. So as the window for easy wins closes and the demand for proof of value grows, will your AI strategy be remembered as a pilot that generated excitement or as an initiative that delivered measurable business impact?

What if the music charts you see aren't real? What if the numbers that define success can be manufactured? We talked to Andrew, a man who has spent his career on both sides of this battle. He once profited from the loopholes in streaming platforms, but now, his job is to close them. This episode will change the way you understand music streaming platforms from now on.SponsorsSupport for this show comes from ThreatLocker®. ThreatLocker® is a Zero Trust Endpoint Protection Platform that strengthens your infrastructure from the ground up. With ThreatLocker® Allowlisting and Ringfencing™, you gain a more secure approach to blocking exploits of known and unknown vulnerabilities. ThreatLocker® provides Zero Trust control at the kernel level that enables you to allow everything you need and block everything else, including ransomware! Learn more at www.threatlocker.com.Support for this show comes from Adaptive Security. Deepfake voices on a Zoom call. AI-written phishing emails that sound exactly like your CFO. Synthetic job applicants walking through the front door. Adaptive is built to stop these attacks. They run real-time simulations, exposing your teams to what these attacks look like to test and improve your defences. Learn more at adaptivesecurity.com.This episode is sponsored by Meter, the company building networks from the ground up. Meter delivers a complete networking stack - wired, wireless, and cellular - in one solution that's built for performance and scale. Alongside their partners, Meter designs the hardware, writes the firmware, builds the software, manages deployments, and runs support. Learn more at meter.com.