Podcasts about cfos

In today's episode of the Second in Command podcast, Cameron is joined by Jennifer Barnes, CEO and Founder of Optima Office, a fractional CFO service provider.During the conversation, you'll get a glimpse behind the curtain of business leadership to explore one of the most misunderstood yet essential disciplines for sustainable growth. Cameron and Jennifer discuss how executives can move from instinct-driven decisions to data-informed strategies, and why the ability to forecast with precision might be the difference between thriving and simply surviving. With real-life examples and personal anecdotes, Jennifer highlights how even successful leaders can miss critical signs when they aren't looking in the right places.You'll hear cautionary tales from companies that looked strong on the surface but were blindsided by deeper operational missteps. These stories serve as powerful reminders that misjudging certain internal dynamics can have cascading effects—especially when scaling, managing rapid change, or weathering financial uncertainty. Yet, within each challenge lies a roadmap toward clarity, if you're willing to look under the hood.Whether you're an entrepreneur wearing too many hats or part of a leadership team seeking sharper insights, this episode sheds light on how the right support structure can bring discipline, flexibility, and strategic alignment to your organization.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:The differences between the roles of a CFO and a controller, including why a CFO looks forward to strategy and forecasting, while a controller focuses on historical accuracy and processes. (0:14)Common pain points such as not knowing gross margins by customer or product, and the importance of understanding these metrics. (8:35)The process of balance sheet cleanup and the importance of having accurate balance sheet accounts to ensure the P&L is correct. (14:11)Creating a P&L budget, balance sheet forecast, and cash flow forecast to predict future financial performance. (16:20)The potential for fractional CFOs to help companies build out their finance teams and eventually replace themselves as the company grows. (22:24)And much more...Guest Bio:Jennifer Barnes is the CEO and Founder of Optima Office, a firm that provides outsourced accounting, fractional CFO, and human resources support to nearly 300 companies nationwide, with a strong focus on the West Coast. With a commitment to flexibility and employee satisfaction, Optima operates on an hourly billing model and embraces a hybrid work environment, guided by the motto “Happy Staff = Happy Clients.” Jennifer earned her Finance and Marketing degree from the University of Arizona, completed her MBA at San Diego State University, and brings over 15 years of experience as a Controller. She has received numerous accolades, including SDBJ's Woman of the Year and the Top 50 Women of Influence in Accounting and Finance. Jennifer currently serves on several boards and is active in multiple leadership and mentorship organizations.Resources:Connect with Jennifer: Website | LinkedInConnect with Cameron:

Patch Tuesday. An Iranian ransomware group puts a premium on U.S. and Israeli targets. Batavia spyware targets Russia's industrial sector. HHS fines a Texas Behavioral Health firm for failed risk analysis. The Anatsa banking trojan targets financial institutions in the U.S. and Canada. Hackers abuse a legitimate commercial evasion framework to package infostealer payloads. Researchers discovered malicious browser extensions infecting over 2.3 million users. Joe Carrigan, co-host on Hacking Humans discusses phishing kits targeting CFOs. Can felines frustrate algorithms? Purr-haps… Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Joe Carrigan, a co-host of Hacking Humans, as he discusses phishing kits targeting CFOs. Selected Reading Microsoft July 2025 Patch Tuesday fixes one zero-day, 137 flaws (Bleeping Computer) SAP Patches Critical Flaws That Could Allow Remote Code Execution, Full System Takeover (SecurityWeek) CISA Releases One Industrial Control Systems Advisory (CISA) Iranian ransomware group offers bigger payouts for attacks on Israel, US (The Record) New spyware strain steals data from Russian industrial companies (The Record) Mental Health Provider Fined $225K for Lack of Risk Analysis (BankInfo Security) Anatsa mobile malware returns to victimize North American bank customers (The Record) Legitimate Shellter Pen-Testing Tool Used in Malware Attacks (SecurityWeek) Researchers Reveal 18 Malicious Chrome and Edge Extensions Disguised as Everyday Tools (Infosecurity Magazine) Cat content disturbs AI models (Computerworld) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ready to secure investment for your startup or small business? This podcast summary, featuring Chris Van Dusen from Calico Capital, reveals how to approach the funding journey strategically. We dive into the differences between Venture Capital and Private Equity to help you target the right investors. Get a pre-investment checklist for founders, emphasizing the crucial need to know your numbers (CAC, LTV, Burn Rate). Understand why proactive investor communication is vital and how the focus is shifting to sustainable profitability. Learn how fractional CFOs and remote experts can accelerate your growth without breaking the bank. Equip yourself with the knowledge to attract and retain the right capital partners.

In this episode, Molly Gamble, Vice President of Editorial at Becker's Healthcare, breaks down the sweeping implications of the newly passed federal legislation that includes $1 trillion in projected Medicaid cuts. She shares perspectives from healthcare CFOs, the challenges of churn and prior authorization, and what hospitals may face in the months ahead.

With the changes discussed in previous episodes in our Forming the Future of Finance limited series – the growth of AI, coupled with changes in portfolio construction – business models will need to change.This fourth and last episode features how GPs will be running their businesses in the future.Cornelia Andersson – Chief Product Officer at With Intelligence moderates this dynamic discussion. An expert on creating value from data and building customer-centric data and analytics products, Cornelia is a frequent speaker at industry events and a published author on various related topics, including market data and information, sustainable finance and investing. Joining her are:Enrico Ohnemüeller, Co-founder and CEO of Bunch, the digital backbone of European Private Markets. With a track record of bridging traditional finance with emerging fintech, Enrico previously gained experience at Goldman Sachs and led innovation at finleap.Nick Leopard, Founder and CEO of Accordion, the financial consulting firm uniquely focused on private equity with more than 300 of the world's leading PE firms and their portfolio companies as clients. Serving the entire CFO function, under Nick's leadership Accordion has become the premier digital-enablement partner for portfolio CFOs.Returning to our podcast is Jake Walker, this time as a client of Lyra, a Motive Partners portfolio company and recent spin-out from Apollo's client services division, Lyra offers a differentiated client-servicing solution, delivering technology and operations capabilities that enhance efficiency and the client experience in both the institutional and wealth channels.Let's hear what's next…This series was recorded during an exclusive event, co-hosted by Motive Partners and With Intelligence in Berlin to kick off SuperReturn where the world of private capital meets.___The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners' investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Elon Musk, Peter Thiel, Reid Hoffman, Max Levchin, David O. Sacks, Roelof Botha, Chad Hurley, Russel Simmons, and Jeremy Stoppelman are among those considered the “PayPal Mafia”. These are cofounders or early team members of PayPal who went on to found or invest in major tech companies like Yelp, Palantir, YouTube, Facebook, SpaceX, X, LinkedIn, Affirm, Airbnb, and others. In this episode, CJ is joined by Jimmy Soni, bestselling author of The Founders, which chronicles the early years of PayPal. He delves into some of the lesser-known aspects of PayPal's history. He sheds light on Peter Thiel's prediction of the dot-com collapse, why he advocated for the employment of Roelof Botha as CFO at the age of just 26, and his second-chance philosophy for hiring failures. The conversation covers PayPal's “frenemy relationship” with eBay, how they convinced their users to advocate for them, and pivotal moments that influenced their IPO and sale. Tune in for unique insights into one of the most important "seed funds" in tech history.—LINKS:Jimmy Soni on X (@jimmyasoni): https://x.com/jimmyasoniJimmy Soni on LinkedIn: https://www.linkedin.com/in/jimmysoniThe Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley: https://www.amazon.co.za/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:How Upwork CFO Erica Gessert Drove 20 Points of EBITDA Growth in Just 3 Quarters: —TIMESTAMPS:(00:00) Preview and Intro(02:12) Sponsor – Pulley | Brex | Aleph(07:40) Jimmy's Approach to Writing the Book(08:56) An Intro to the “PayPal Mafia”(10:57) The 1998 to 2002 Time Period(12:36) Present-Day Successes of “PayPal Mafia” Members(14:06) Challenges of Interviewing High-Profile Figures(16:06) Sponsor – RightRev | Navan | NetSuite(19:46) Comparisons to Other Influential Tech Groups(21:05) PayPal, YouTube, and the Embed Strategy(23:21) The Company's $20 Referral Program(27:10) Peter Thiel's Prediction of the Dot-Com Collapse(30:48) The Fallout From the Merger That Resulted in PayPal(33:00) The Evolution of PayPal's Business Model(36:58) The Unique Skillset That Roelof Botha Brought to the CFO Role(41:04)) Fraud-Fighting Techniques(43:26) PayPal's “Frenemy Relationship” With eBay(47:10) Challenges Faced by PayPal That Modern Fintechs Still Grapple With(49:13) How PayPal Made Its Users Advocates for the Business(53:44) PayPal's Talent Acquisition and “Misfits” Culture(56:54) Peter Thiel's Talent-Spotting Abilities and Second-Chance Philosophy(1:00:12) The Outcome of the eBay Sale(1:05:03) One of the Most Important “Seed Funds” in Tech History(1:08:07) Advice for Moving From Fast Work To Slow Work(1:11:18) Favorite Behind-the-Scenes Anecdote(1:13:04) The Most Underrated Member of the “Mafia”(1:14:04) One of the Most Pivotal Decisions Made(1:15:03) Wrap—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#PayPalMafia #JimmySoni #CAPTCHA #PayPal #fintech Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

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In many companies, the CFO is more important than the CEO. And the majority of private equity-backed CFOs are actually not up to par. In this episode, CJ is joined by Scott Engler, of LinkedIn fame, to explain why he believes these bold statements to be true. Scott is the CEO and co-founder of Sync Executive Partners and the co-founder of PE-Xcelerate. He has decades of experience studying, recruiting, and coaching CFOs. He shares insights on the evolving role of the CFO, the many hats they wear, and which they should prioritise. He gives advice on how to navigate your relationship with your CEO, your PE sponsor, and other stakeholders, and provides some social profiling hacks that can help. The conversation covers the benefits of upside-down reviews and why not having a recommendation can be the smartest move, before examining the best way to get a CFO job at a PE-backed company, and how to negotiate equity packages.—LINKS:Scott Engler on LinkedIn: https://www.linkedin.com/in/scottengler/Sync Executive Partners: https://www.syncexecutivepartners.com/PE-Xcelerate: https://www.pexcelerate.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comLooking for Leverage: RELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Means - CFO of FloQast on Why Finance Teams are Data Curators: “What's in It for Me?” The Art of Storytelling in an IPO - with Monday.com CFO Eliran Glazer: Inside the "Triangle of Doom”: How Great CFOs Navigate CEO and Board Dynamics: —TIMESTAMPS:(00:00) Preview and Intro(02:20 ) Sponsor – Brex | Aleph | RightRev(07:12) How the CFO Role Has Changed Over the Last Decade(12:08) Why the CFO Needs To Drive the Pace(14:49) Why Most Private Equity-Backed CFOs Aren't up to Par(16:36) Sponsor – Navan | NetSuite | Pulley(20:07) The PE-Backed CFO Versus Hypergrowth VC CFO(21:54) How Senior Leaders Are Incented To Play It Safe(26:04) The Operational CFO: The CFO Becoming More of a COO(28:41) Why the CFO Is More Important Than the CEO(32:16) How a CFO Should Prioritize Their Many Roles(34:46) The Importance of Being a Good Storyteller(38:49) What an Upside-Down Review Is(43:46) Why Not Having a Recommendation Can Be the Smartest Move(49:50) The Hardest CFOs Are the Easiest To Influence(55:37) The Art and Science of Managing Your CEO(57:48) Social Styles Hack(1:00:47) Working With Your CEO and PE Sponsor(1:04:08) The Best Way To Get a CFO Job at a PE-Backed Company(1:11:54) The State of Comp for PE-Backed CFOs in This Market(1:13:16) Negotiating Equity Packages(1:15:39) The Biggest Challenge for PE-Backed CFOs Today—SPONSORS:Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.#CFO #CEOversusCFO #ChiefFinancialOfficer #PrivateEquity #ScottEngler Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

How are finance chiefs steering the AI revolution? In this fast-paced special edition of CFO Thought Leader, host Jack Sweeney spotlights Packer Fastener CFO Brian Hogeland and LinkedIn's top AI voice Allie K. Miller. Together they unpack why 2023's “just try ChatGPT” mantra is obsolete, how agent-orchestrated systems will reshape mid-market operations, and where cash-savvy CFOs can safely place AI bets today. Tune in for fifteen minutes of practical insight, provocative foresight, and career-defining guidance.

Many organizations see learning and development (L&D) as a cost center rather than a strategic driver of value, but what if that mindset is costing them far more than they realize?In this episode, Dr. Keith Keating explains why we're moving from a “knowledge economy” to a “value economy,” where it's not what we know but what we do with it that matters.He shares practical ways for L&D teams to make their impact visible, bridging the disconnect with CFOs and earning a seat at the strategy table. Through his own journey from high-school dropout to Chief Learning Officer, Keith challenges learning leaders to see themselves as problem-solvers and value creators. He offers frameworks like the Value Creation Compass to help map L&D's role in business growth, resilience, and customer value, showing that when L&D stays hidden, organizations lose far more than training budgets: they lose adaptability and talent. You will want to hear this episode if you are interested in...(00:00) Intro.(00:22) Keith's background and why his book matters.(04:58) The shift to a value economy for L&D.(08:50) Keith's personal journey from dropout to leader.(15:10) Economic, personal, and societal value explained.(19:30) Four key disconnects between L&D and CFOs.(25:40) The Value Creation Compass model.(39:20) Risks if L&D's value stays hidden.Resources & People Mentionedhttps://www.bdo.ca/en-ca/Hidden Value by Dr. Keith KeatingConnect with Dr. Keith KeatingConnect with Dr. Keith Keating on LinkedInConnect With Red Thread ResearchWebsite: Red Thread ResearchOn LinkedInOn FacebookOn TwitterSubscribe to WORKPLACE STORIES

In episode #293, Ben dives into Contracted Annual Recurring Revenue (CARR)—a once obscure metric that's now becoming a standard in financial dashboards and valuation discussions. Ben explains how CARR differs from ARR, breaks down the formula, and shares how it's being used in real-world enterprise SaaS settings. He also shares why defining ARR is more complicated than it seems—especially with variable and usage-based revenue models. Key Topics Covered What is CARR (Contracted ARR) and how it differs from traditional ARR Why CARR is becoming more widely used in valuation discussions and financial reporting The CARR formula How Ben approaches CARR discussions with CFOs, consultants, and within The SaaS Academy The evolving complexity of ARR definitions, especially in hybrid subscription/usage models Resources Mentioned Blog: How to Define ARR in Subscription & Usage Models SaaS Academy – Courses & Community Shoutout Offer Enjoyed the episode? Leave a 5-star review, send Ben a screenshot, and get a shoutout in his newsletter!

Ajay Patel is the General Manager of Apptio and IBM IT automation. He and Kieron Allen sat down to talk about how enterprises are transitioning from AI experimentation to real business impact. They explored key challenges like cost transparency, governance, and data readiness, as well as the rise of agentic AI to automate workflows at scale. Ajay also introduced Apptio's new AI TCO and Usage tool, designed to help CIOs and CFOs measure and optimize AI investments.Smart Spending on AI The Big Themes:Enterprises Are Moving Beyond AI Experiments to Strategic Deployment: The era of AI experimentation is over. Enterprises are now actively deploying AI, particularly in sales, service operations, and software development. However, those achieving meaningful impact are taking a strategic approach, rather than letting teams experiment in silos. The C-suite increasingly sees AI as critical, but that value perception isn't always shared by the wider workforce.AI and IT Budgets: AI now consumes more than 20% of IT budgets, yet overall tech spending is only increasing 4–5%. This creates a 10–15% gap, leading companies to “forward fund” AI initiatives by reallocating from other areas. A key challenge: there's no standardized pricing for AI. To address this, IBM's Apptio launched the AI TCO and Usage solution. It helps CIOs and CFOs baseline current AI investments, measure unit economics, and identify areas to optimize or expand.Agentic AI, the Next Frontier: Agentic AI is key to scaling beyond isolated use cases. It enables automation at scale and connects AI investment to tangible business outcomes. From cost savings in infrastructure to better visibility in FinOps to boosting customer experience, the ROI is clear when deployed correctly. But none of this happens without data readiness, governance, and strategic clarity.The Big Quote: "AI TCO solution fundamentally starts by giving CIOs [and] CFOs in the business a complete view of where the tech spending and AI spending is, and what stage is that? Is it in a pilot phase? Is it for training models?"Learn more:Connect with Ajay Patel on LinkedIn and learn more about Apptio. Visit Cloud Wars for more.

In this episode of The Digital Executive podcast, host Brian Thomas speaks with Ahikam Kaufman, co-founder and CEO of Safe Book's AI. With over two decades of experience in corporate finance, including leadership roles at Intuit, Kaufman shares how his team is revolutionizing financial data governance through intelligent automation. He highlights the unique challenges CFOs face with fragmented financial systems and explains why today's tools often fall short in ensuring accuracy, compliance, and speed.Kaufman delves into the slow adoption of AI in finance compared to other departments, emphasizing how Safe Book's AI is bridging that gap. From automating repetitive tasks to enhancing M&A due diligence, he outlines how AI can transform finance from a reactive function to a strategic powerhouse. If you're a finance leader looking to future-proof your operations, this is a must-listen conversation.If you liked what you heard today, please leave us a review. Apple or Spotify

Amidst ongoing geopolitical volatility, economic uncertainty and accelerated technological disruption, financial leaders are forced to make critical decisions in real time. In this edition of the Teneo Insights Series, host Kevin Kajiwara is joined by Bloomberg Senior Editor Nina Trentmann and Teneo Senior Managing Director and Co-Head of Investor Relations Christian Buss to discuss findings from Teneo's inaugural Global CFO and Investor Outlook Survey. Drawing on insights from 132 CFOs and 200 institutional investors representing over $16.7 trillion in market cap and AUM, the conversation explores how leaders are responding to today's most urgent financial and strategic challenges.

Discover how causal AI transforms marketing analytics by solving the correlation vs. causation dilemma. Learn why outdated Marketing Mix Modeling (MMM) can't keep up, and how causal AI provides actionable, real-time insights for CMOs and CFOs. SHOWPAGE:  https://www.ninjacat.io/blog/wgm-podcast-make-better-bets-with-causal-ai  © 2025, NinjaCat

Jeff Hancock is the CEO of Coinpass, a UK-based crypto exchange acquired by OANDA in 2023. He's bringing crypto and traditional finance closer together in a secure, regulated way. Why you should listen ​​Born in London in 2018, Coinpass climbed the regulatory mountain early, securing an FCA crypto-asset registration and then catching the eye of multi-asset heavyweight OANDA, which snapped up a majority stake in August 2023. Now the exchange enjoys the deep pockets and risk-management chops of a global FX giant while keeping its Union-Jack credentials intact.  Coinpass is unapologetically business-first: corporate and SSAS pension accounts, OTC desks, Faster Payments for GBP, SEPA Instant for EUR, and a Fireblocks-secured custody stack. The offering tops out at roughly 18 coins across 50 pairs, with auto-trade DCA tools and a staking “Earn” programme. As the FCA's May 2025 paper ushers in a tougher regulatory era, Coinpass is already playing the game two moves ahead—fully registered, audit-ready, and backed by OANDA's deep balance sheet. Its curated asset list and institutional-grade spreads may forego meme-coin noise, but they deliver what CFOs and treasurers actually need: transparent pricing, instant GBP rails, and a compliance posture built to glide through tomorrow's rulebook. While other exchanges scramble to retrofit governance, Coinpass stands out as the gold-standard gateway for UK digital-asset professionals—future-proof, rock-solid, and ready to scale. Supporting links Stabull Finance Coinpass Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

CEO turnover across U.S. hospitals is accelerating. Hospitals and health systems announced 146 CEO changes in 2023—a 42% increase over the 103 exits recorded in 2022, according to a Challenger, Gray & Christmas report. As more leaders transition into new roles, the importance of making a good first impression has intensified. The early days of a hospital CEO's tenure can define their long-term effectiveness. Amid this dynamic, HealthSearch Partners launched a leadership insights series focused on how top executives navigate their first 90 days to build trust, demonstrate presence, and spark institutional change.So what strategies set successful CEOs apart in the first 90 days and how can future leaders learn from their playbook?On this episode of I Don't Care, host Dr. Kevin Stevenson speaks with two industry icons, Neill Marshall, Chairman and Co-Founder of HealthSearch Partners, and Kurt Mosley, Association Practice Leader at the same firm. Together, they reflect on key lessons from their 90-Day CEO series, built on interviews with hospital leaders nationwide.Key Takeaways from the Episode:Symbolism Matters: Small, visible actions—like replacing mattresses or rounding on holidays—can signal deep values and create lasting goodwill.Listen First, Act Intentionally: The best leaders don't rush decisions. They prioritize trust-building, cultural alignment, and understanding root issues before implementing change.Relationships Are Career Insurance: Leaders must proactively maintain professional relationships—even when secure—to weather transitions and drive long-term success.Neill Marshall is a veteran healthcare executive search leader with nearly 30 years of experience and over 600 senior-level placements. He co-founded HealthSearch Partners—now the fifth-largest healthcare executive search firm in the U.S.—after leadership roles at firms like Witt/Kieffer and Marshall Koll & Associates. His career has focused on recruiting CEOs, COOs, CFOs, and other top executives for hospitals and health systems nationwide.Kurt Mosley is the Associations Practice Leader at HealthSearch Partners, bringing over 30 years of experience in healthcare workforce strategy and executive placement. He previously served as Vice President of Strategic Alliances at AMN Healthcare and Merritt Hawkins, where he built partnerships with 25 state hospital associations and numerous healthcare organizations nationwide. A nationally recognized speaker and published expert, Mosley has advised thousands of healthcare leaders on physician supply, workforce trends, and executive recruitment.

Guest: Anita Koimur, Co-founder & COO of LiveFlow LinkedIn: https://www.linkedin.com/in/anitakoimur/ Episode Summary: Join us as we sit down with Anita Koimur, a seasoned entrepreneur and the brilliant mind behind LiveFlow. Anita shares her compelling journey from a successful career in Business Development to co-founding a groundbreaking company. We delve into her experiences, including her time at the prestigious Y Combinator, and explore the critical decisions founders face, such as relocating to be closer to their market. This episode offers invaluable insights into identifying and acquiring early customers, the dynamic evolution of a product, and the transformative power of AI in both blue-collar/service industries and the future of financial automation. Anita also sheds light on the challenges CFOs face with disparate financial documents, the complexities of M&A in the finance world, and where she sees LiveFlow positioned within the broader landscape of AI tools. Tune in for a deep dive into business growth, strategic product development, and the exciting future of financial automation. Key Discussion Points: Anita's Career Journey: Her background and the pivotal moments leading up to entrepreneurship. Transition to Founder: The inspiration behind starting a company and the skills carried over from her Business Development days. Y Combinator Experience: Key takeaways and the impact of going through the accelerator program. Geographic Imperative for Founders: The importance of location (e.g., UK to NYC) in relation to market proximity. Early Customer Acquisition: Strategies for getting first customers and building initial trust and credibility. Customer Profile Evolution: How LiveFlow identified and refined its ideal customer over time. Product Evolution: Pivotal moments and feedback that shaped LiveFlow's development since launch. AI in Blue-Collar & Service Industries: Anita's vision for AI's implementation in these sectors. CFO Challenges: Addressing the problems CFOs face with multiple financial documents from various companies. AI's Impact on Business Growth: How AI has shifted Anita's perspective on strategy and its role in future financial automation. M&A and Finance: The biggest issues in the finance world during M&A and how tools like LiveFlow can help. Future of Financial Automation: What excites Anita most and where she sees the industry heading in the next 5-10 years. LiveFlow's Future Trajectory: Whether LiveFlow is a standalone entity, part of a larger suite, or a potential consolidator. Connecting with Anita & LiveFlow: Best ways for listeners to learn more and explore the platform. Website https://www.liveflow.com/  Promo Code: SVP The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation. The views expressed do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.”  

Let's face it, most marketing metrics don't travel well to the CFO's office. Pricing power is different. It's measurable, margin-backed, and proof that your brand is strong enough to charge more without losing volume. To help make sense of it all, Drew brings in Chris Burggraeve, Founder of Vicomte and author of books on marketing and business strategy. Together, they discuss what pricing power means, how to measure it, and why it's the most powerful way to communicate marketing value to your CFO and C-suite. In this episode: What pricing power means and how to measure it  Why brand strength drives profit, not just visibility  How CMOs can align with CFOs through finance fluency  The tools and mindset needed to link marketing to valuation  How pricing power bridges marketing metrics with financial outcomes   Tune in for a clearer way to connect brand, margin, and market strength.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities through thoughtful AI adoption. Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows. Brian Hogeland of Packer Fastener highlights how AI training and grassroots adoption can foster a tech-forward culture. Together, these leaders offer a cross-industry view of how CFOs are balancing risk, innovation, and ROI while helping their organizations navigate today's fast-evolving planning landscape.Brett Knowles' Key TakeawaysBrett Knowles emphasizes three recurring themes: the importance of framing AI narratives carefully to avoid workforce fear, the rising expectation among employees for AI-enabled tools, and the need to align AI efforts with real business value. He also highlights the necessity of risk awareness and the evolving role of FP&A as a driver of organizational agility. Across the board, Brett sees finance leaders striving to balance innovation with caution in a way that positions their teams for scalable growth.

The CFO software ecosystem is highly fragmented and ripe for disruption. Sean Jacobsohn, partner at Norwest, has a front-row seat to the action: He's backed 10 companies selling to CFOs, while Norwest has invested in 20. Having identified 300 companies in 15 different categories operating in the space, he joins CJ to share takeaways from his market map of the evolving CFO software stack. They dig into what's driving disruption, how new players are challenging legacy systems, and what it takes for founders to stand out. The conversation spans everything from the staying power of spreadsheets to the debate between building for verticals versus horizontals, the future of FP&A, and how AI agents might reshape the stack. Sean delves into the dynamics of partnerships, outlining five key rules for successful collaborations. Additionally, he talks about his Failure Museum which showcases a collection of items representing failed products and companies, and breaks down what he has identified as the six forces of failure.—LINKS:Sean Jacobsohn on LinkedIn: https://www.linkedin.com/in/seanjacobsohnNorwest: https://www.nvp.comMarket Map: Reimagining the CFO Software Stack: https://www.nvp.com/blog/market-map-reimagining-cfo-software-stackFailure Museum: https://failure.museum/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:CFO of FloQast on Why Finance Teams are Data Curators: The $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable's Nick Rose: G2 CFO Chad Gold on Building A Durable Career as a Venture Backed Exec: —TIMESTAMPS:(00:00) Preview and Intro(02:04) Sponsor – Rippling Spend | Pulley | Navan(06:08) The Fragmentation of the CFO Tool Ecosystem(07:24) Advice for Founders on Deep Domain Expertise(10:39) Enable: Disrupting an Existing Solution Versus Creating a New Category(12:32) The Prevalence of Spreadsheets in the Current Ecosystem(13:39) Solutions Built for Verticals Versus Horizontals(16:24) Sponsor – NetSuite | Planful | Tabs(20:22) Vertical Software and the Move to the Cloud(22:17) The Likelihood of Consolidation by Incumbents in the Space(24:53) Developments in the FP&A Space(26:55) The Future of AI Agents in Finance(28:05) The Five Key Rules of Partnerships: Partner Fit(29:17) Entering New Markets(30:16) Enablement: The Importance of Training(32:28) Reciprocation(33:49) How Often the Little Guy Approaches the Big Guy in Partnerships(34:51) M&A in Partnerships(37:01) The Best Way To Form a Partnership(37:45) The Inspiration Behind the Failure Museum(39:14) The Six Forces of Failure(40:38) Falling out of Product-Market Fit(41:25 Examples of Failures From the Failure Museum(44:58) How the Failure Museum Informs Sean's Work at Norwest(46:12) The Magic of Pivoting—SPONSORS:Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.#CFOsoftware #marketmap #verticalSaaS #FPandA #FailureMuseum Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In episode #291 of SaaS Metrics School, Ben Murray breaks down one of the most important—and often debated—questions in SaaS finance:

In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.Key Takeaways:CFOs who understand how a business truly operates are better prepared to lead with impact across the organizationSustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadershipNew CFOs earn trust by developing curiosity, building relationships, and learning every function of the businessThe strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on executionChapters:00:00 Introduction03:46 A Surprising Start06:39 Becoming a CFO12:15 Advice from a CFO20:54 Why Shore?Listen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

Lumber is revolutionizing how construction companies manage their workforce through a comprehensive back-office automation platform. With over $21 million in funding, the company is addressing critical challenges in an industry where 41% of the workforce will retire by 2031, leaving a massive knowledge and labor gap. In this episode of Category Visionaries, we spoke with Shreesha Ramdas, CEO and Co-Founder of Lumber, about his journey from serving the tech industry to tackling one of the most transformation-resistant sectors in the economy. Topics Discussed: Lumber's origin from 200+ customer discovery interviews with construction firms The company's focus on back-office automation versus field management Lumber's multi-channel marketing strategy emphasizing events and content The challenge of change management in construction technology adoption How AI is creating new opportunities to modernize legacy workflows The company's vision of building a knowledge graph for construction workers GTM Lessons For B2B Founders: Lead with value in customer discovery, not just research requests: Shreesha hired an SDR to set up 200 meetings with construction firms, but didn't just ask for their time. Instead, he offered concrete value - either an industry best practices guide or one year of free service if they helped shape the product. This approach appealed to early innovators who wanted to be part of industry transformation. B2B founders should always answer "what's in it for them" before asking prospects to invest their time in discovery conversations. Events require 60-day pre-and-post commitment for success: Lumber generates 30% of its leads from industry events, but Shreesha emphasizes that showing up isn't enough. They start outreach two months before events, targeting previous attendees with promotional activities like free tickets or after-party invitations. During events, they focus on booking demos on-site rather than leaving follow-ups to chance. Post-event, they dedicate 60 days to aggressive follow-up because "those leads age faster than anything else." B2B founders should treat events as 4-month campaigns, not 2-day activities. Use AI to solve change management challenges, not just productivity: Rather than forcing manual timesheet users to adopt mobile apps, Lumber uses AI to digitize handwritten timesheets with 94% accuracy. This eliminates the change management barrier while gradually transitioning users to digital workflows. Shreesha noted that change management is "the toughest thing about construction industry" because workers are focused on building, not adopting new tools. B2B founders in traditional industries should use AI as a bridge between old and new workflows rather than demanding immediate behavioral change. Position against established category leaders, not alongside them: Lumber deliberately positions itself as the "back office" solution while Procore owns the "field management" category. Shreesha explained that back offices are "always thinly staffed" but "always overwhelmed" with regulatory compliance, payroll complexity, and worker management. Rather than competing directly with Procore's field focus, they created their own category serving CFOs, controllers, and payroll admins. B2B founders should identify underserved buyer personas adjacent to established categories rather than trying to displace category leaders directly. Leverage vertical AI opportunities to rewrite industry rules: Shreesha sees AI as the reason construction tech is finally attracting significant investment. The key is using AI to "rewrite the existing rules" rather than just digitizing current processes. For construction, this means taking workflows that have been manual for decades and reimagining them entirely. B2B founders should look for AI applications that fundamentally change how work gets done in their vertical, not just make existing work more efficient.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The 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   

You've finally reached Go-Live after a long, complex ERP implementation, congratulations! But what comes next? While Go-Live might feel like the final destination and end of the project, your ERP journey is far from over. Post Go-Live optimization is crucial to working out the quirks in your system and maximizing on the value your team spent so much time putting in place. Executives must freshly consider the organization's strategy with the new possibilities available to them with more modern software. On this episode of The ERP Advisor, hear from Shawn Windle, EAG's resident ERP expert and advisor to CFOs and financial executives, on developing your roadmap for post go-live optimization to get the most from your ERP. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode, our guests from SignUp Software and Eftsure use AP automation as an entry point into a bigger story: how finance leaders are becoming cybersecurity leaders. Our guests, Rob Ashe of SignUp and Gabe Garcia of Eftsure, discuss the organizations' strategic partnership, why it will help Dynamics 365 Finance & Operations users, and the role of financial automation in fortifying against modern threats. Framed by insights from Eftsure's 2025 Cybersecurity Guide for CFOs, this conversation dives into why today's fraud landscape demands adversarial thinking, how practices like red teaming are reshaping finance functions, and what it takes for CFOs to lead their organizations into a new era of digital resilience.

What happens when 19 states simultaneously abandon the 150-hour CPA requirement while tariffs create unprecedented uncertainty for CFOs? Blake and CFO.com reporter Adam Zaki explore the rapid transformation of CPA licensure—from New York's recent changes to the coordinated state-by-state rollout that followed Barry Melancon's AICPA retirement. You'll discover how political and economic volatility is driving demand for accounting services, why the PCAOB may disappear in the Senate's tax bill, and how AI is reshaping audit teams while raising questions about the future value of CPAs. Plus, insights on navigating everything from reciprocal tariffs to the SEC's new chief accountant.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(01:38) - Tariffs and Their Impact on CFOs (03:19) - Supreme Court and Tariff Legalities (05:47) - Economic Impact of Tariffs and Inflation (08:09) - Geopolitical Conflicts and Economic Uncertainty (11:17) - Federal Reserve and Economic Policies (18:51) - CPA Pipeline and 150 Hour Rule Changes (33:08) - Chief Accountant at the SEC (40:11) - Smart Moves by Congress: Nonprofit Pay Scales (40:44) - The Impact of Budget Cuts on PCAOB (41:34) - Challenges in Government Oversight (42:02) - Senate's Big Bill: Key Changes and Controversies (46:25) - Tax Implications and Political Dynamics (52:42) - Business Deductions and Higher Education (55:40) - AI in Accounting: Transforming the Big Four (57:37) - The Future of Accounting Education (01:02:10) - AI's Role in Auditing and the Future Workforce (01:05:19) - The Impact of Automation on Jobs and Society (01:15:48) - Concluding Thoughts and Future Outlook  Show NotesSupreme Court Challenge to Trump Tariffs by Toy Companies https://www.reuters.com/legal/supreme-court-trump-tariffs-toy-companies-challengeConsumer Price Index Impact of Current Tariffs https://www.bls.gov/news.release/cpi.nr0.htmNew York State CPA Licensure Reform Legislation https://www.nysscpa.org/news/publications/the-trusted-professional/article/new-york-cpa-licensure-reform-passes-legislaturePennsylvania CPA Pathway Bill Senate Approval https://www.picpa.org/articles/advocacy/cpa-pathway-legislation-senate-approvalMaine CPA Exam Requirements Change https://www.maine.gov/pfr/professionallicensing/professions/accountants/cpa-exam-requirementsCFO.com State-by-State CPA Licensure Tracker https://www.cfo.com/news/cpa-licensure-changes-state-tracker-2025Kurt Hoel Appointed SEC Chief Accountant https://www.sec.gov/news/press-release/2025-89AICPA Barry Melancon Retirement Impact Analysis https://www.journalofaccountancy.com/news/2025/01/melancon-retirement-cpa-pipeline-changesSenate Modifications to Big Beautiful Bill https://www.congress.gov/bill/119th-congress/house-bill/1/actionsAvalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-reportPCAOB Elimination Implications Analysis https://www.pcaobus.org/oversight/inspections/implications-elimination-analysisKPMG Clara AI Audit Platform Interview https://www.cfo.com/news/kpmg-thomas-mackenzie-clara-ai-audit-interviewPwC USA Tax Leader Agentic AI Implementation https://www.cfo.com/news/pwc-tax-agentic-ai-implementation-2025Bill.com Small Business Paperless Survey 2030 https://www.bill.com/resources/small-business-paperless-2030-surveyUniversal Technical Institute CFO Interview https://www.cfo.com/news/uti-cfo-future-higher-education-interviewNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comLearn more about Adam Zaki: Website: https://www.cfo.com/editors/azaki/LinkedIn: https://www.linkedin.com/in/adamzakinycGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://clo...

Sign up for the FREE Masterclass- How to Build a 7-Figure Group Practice → https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/ In this episode, I sat down with money coach Lindsay Bonham to talk about something every group practice owner needs but few feel confident about - becoming the empowered financial leader of your practice. We dive into the mindset shifts, financial habits, and tracking tools that will allow you to stop avoiding your numbers and start using them to make grounded, strategic decisions. Lindsay shares how to identify unhealthy money patterns, what to track weekly and monthly, and how to finally feel like the CEO of your group practice.Make sure to bring your paper and pen because this episode is full of actionable tips!Here are some key points in this episode:[01:56] Lindsay introduces the concept of empowered financial leadership and why it matters for group practice owners[05:12] How therapists can unknowingly fall into unhealthy money habits[07:48] Weekly, monthly, and annual financial metrics that group practice owners should be tracking to make data-driven decisions[13:38] How to overcome avoidance and start building money habits that stick[16:36] Why you must lead your business financially[19:52] The financial pitfalls of poor planning and how support from a community of group practice owners makes all the differenceLinks From The Episode:Money Skills For Group Practice Owners: https://moneynutsandbolts.com/msgpo-waitlist-2/Free Resources: https://moneynutsandbolts.com/resources/ More about Lindsey:Lindsey Bonham is a private practice therapist turned money coach who helps fellow therapists feel calm and in control of their finances. The daughter of an accountant, Lindsey combines the insight of a therapist with the practicality of a bookkeeper. When she launched her own private practice, she quickly became passionate about building a financially healthy business that supports her life and leaves extra in the bank.After witnessing many of her skilled colleagues struggle with the financial side of private practice—some even leaving the field due to money stress—she created Money Nuts & Bolts. Through her work, Lindsey helps therapists develop peace of mind around money by teaching the “how” behind managing finances in private practice in a way that's both doable and deeply satisfying.Her signature course, Money Skills for Therapists, has helped hundreds of therapists organize their finances and transform their relationship with money. Her second course, Money Skills for Group Practice Owners, guides group practice leaders through the mindset, systems, tools, and key numbers necessary to become empowered, confident CFOs of their practices.Want to Connect with Linzy? Money Nuts and Bolts: https://moneynutsandFollow me on Instagram, @nicole.mccanncemethod. If this episode provided you with value and inspiration, please leave a review and DM to let me know. Click here: https://www.instagram.com/nicole.mccancemethod Join the FREE private community for therapists: Expand your Psychotherapy Practice → https://www.facebook.com/groups/947689352498639 Sign up for the FREE Masterclass- How to Build a 7-Figure Group Practice→ https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/

Bill and Bryan are joined by Kevin Koharki, an accounting professor at Purdue University who specializes in teaching sales professionals how to speak the language of finance. Kevin shares his unique journey from investment banking and now helping sales teams worldwide understand how to communicate financial value to CEOs and CFOs. Learn the difference between gross margin and operating margin, why "payback period" isn't enough for most B2B sales, and how to shift conversations from simple ROI calculations to total cost of ownership discussions. Kevin breaks down complex financial concepts into digestible insights that any salesperson can use, regardless of their accounting background. Whether you're selling software, heavy equipment, or professional services, this episode will help you speak your buyer's financial language and position yourself as a strategic partner rather than just another vendor. Connect with Kevin at caecoach.org or find him on LinkedIn to learn more about his tailored financial training programs for sales teams. Be sure to join our LinkedIn group: http://advancedsellingpodcast.com/linkedin ================================= Is it time to make a BOLD move in your business? If so, download our brand new book, "12 Bold Moves - Insider Secrets to Reinventing Yourself and Your Business." http://12boldmoves.com The Insider program is open for enrollment. If you have not checked out our small learning group, go to http://advancedsellingpodcast.com/insider to join now. =================================

When the COVID-19 pandemic hit in March 2020, Zoom went from steady growth to hyperscale almost overnight, even generating a backlog of a million tickets. Sarah Riley was a finance leader in the company at the time. She joins CJ to talk about what she learned from the experience and how it impacted her in her current role as CFO of dbt Labs. She also explains the influence of Helmer's Seven Powers framework on her strategic decisions. The discussion covers how Sarah's evolved pricing models, and helped bring product-led and sales-led growth together into a single go-to-market strategy at dbt Labs. She breaks down how she uses big systems thinking to build out a finance org, how to create healthy off-ramps for pilots, and what's actually okay to break when “moving fast and breaking stuff”. She also touches on the current use cases for AI in finance and for turning your team from “doers to reviewers”.—LINKS:Sarah Riley on LinkedIn: https://www.linkedin.com/in/sarahjriley/dbt Labs: https://www.getdbt.com7 Powers: The Foundations of Business Strategy: https://7powers.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Wasted Capital and Where to Find It: The CFO's Guide to Spoilage Levers Leakages: —TIMESTAMPS:(00:00) Preview and Intro(02:18) Sponsor – Pulley | Navan | NetSuite(05:53) Being at Zoom at the Start of the Pandemic(10:14) Challenges Caused by the Influx of Customers(14:06) Takeaways From Sarah's Time at Zoom: M&A and Build Versus Buy(15:49) Sponsor – Planful | Tabs | Rippling Spend(19:38) Taking Advantage of Your High Share Price for M&A(20:56) What dbt Labs Does(24:27) Pricing Evolutions at dbt Labs: Freemium and Open-Source(27:51) Seat-Based, Usage-Based, Hybrid, or Outcome-Based Pricing(30:27) Pros and Cons of a Free Component(32:17) Finance and Sales in dbt's Evolving Go-to-Market Strategy(34:09) The Evolution of dbt Labs' ICP(35:09) The Helmer 7 Powers Framework(40:39) Being a Big Systems Thinker While Building a Finance Org(44:16) Moving and Iterating Quickly: Creating Healthy Off-Ramps for Pilots(46:19) What You Can and Can't Break When “Moving Fast and Breaking Stuff”(47:32) The Current State of AI and Use Cases in Finance(51:20) Long-Ass Lightning Round: Boundary Definition(52:08) Advice to Younger Self(52:56) Finance Software Stack(55:20) Craziest Expense Story—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.#hypergrowth #7Powers #FinanceStrategy #bigsystemsthinking #GoToMarketStrategy Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of 'Books of the Boardroom' podcast, Sumith chats with Andre Luchesi, Group CFO at Westpork and DBC in Western Australia. Andre's got a really interesting story - from corporate life to running his own ice cream business in Brazil and back to the CFO world.Andre talks about how economic cycles really work, why understanding the big picture macro stuff matters so much for CFOs, and how scooping ice cream taught him more about business empathy than any boardroom ever could.The conversation covers some great ground - AI and digital finance, why ESG reporting is becoming crucial, and what it's really like to juggle entrepreneurship with corporate finance. Andre's advice for aspiring CFOs? Follow your passions and keep adapting because the finance world never stops changing.This one's packed with practical insights and some pretty genuine reflections on what it takes to succeed in finance leadership today.Thanks for tuning in to Books to the Boardroom! If you enjoyed today's episode, take your leadership journey further:

CFOs must help secure organizational success while keeping the finances golden. Gary Cooperman, COO and CFO at Pressed Juicery, calls this profitable growth. Joining Jack McCullough, he shares his impeccable strategies for turning this goal into reality, which involves proper team collaboration, strategic partnerships, and a strong relationship with the CEO built on trust. Gary also shares his experiences from the tech industry to the world of consumer-packaged goods (CPG), as well as his valuable insights on using AI tools to elevate his responsibilities as a CFO.

Send us a text2025 Customer Loyalty Trends Uncovered Welcome to Leaders in Customer Loyalty: The CEO's Desk, a Loyalty360original podcast series featuring exclusive executive insights from Loyalty360 CEO Mark Johnson. In this episode, Mark unpacks the Top 11 Trends in Customer Loyalty for 2025, straight from Loyalty360's Advisory Board sessions at the 2025 Loyalty Expo.What You'll Learn in This Episode:• Why organizational alignment is mission-critical to program success• How leading brands are substantiating and reinforcing loyalty program value• The growing pressure to prove ROI to CFOs and align loyalty with business strategy• Key strategies for simplifying loyalty program structures and overcoming tier fatigue• The evolving role of AI, data, and personalization in loyalty program optimization• How brands are adapting to economic uncertainty, supply chain disruption,and regulatory changes• Real-world examples of loyalty innovation from brands like Weigels and othersWhether you're a loyalty program manager, brand executive, or tech partner,this episode is packed with critical insights to help you evolve your loyaltystrategy in a time of rapid change.

In this episode, Alex Immerman, partner at Andreessen Horowitz, joins CJ to discuss the CFO role and how it's changing in the era of AI. He explains what the components of a company's AI agenda the CFO should own, how and where it should be leveraged in an organization, and why, if you're preparing to go public, AI needs to be mentioned in your S-1. He breaks down how the financial landscape differs greatly between AI-native SaaS companies and traditional B2B SaaS companies in terms of retention curves and gross margins, and how this relates to the ever-important LTV to CAC metric. As someone who has worked with prominent CFOs and interviewed many for a16z's portfolio companies, Alex also describes the qualities of a great CFO, and shares his favorite interview question, before discussing CFOs, CEO, and board dynamics.—LINKS:Alex Immerman on X (@aleximm): https://x.com/aleximmAlex Immerman on a16z: https://a16z.com/author/alex-immermanAlex Immerman on LinkedIn: https://www.linkedin.com/in/immermanAndreessen Horowitz: https://a16z.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Means: —TIMESTAMPS:(00:00) Preview and Intro(02:19) Sponsor – Navan | NetSuite | Planful(05:52) What Separates Good CFOs From Great Ones(11:56) Questions Alex Asks When Interviewing CFOs for Portfolio Companies(15:17) How CFOs Should Engage With Investors During the Hiring Process(17:22) Sponsor – Tabs | Rippling Spend | Pulley(22:22) What a Great CFO-Investor Relationship Looks Like(24:46) The CFO-CEO-Board Dynamic(28:27) How the Role of a CFO Is Changing in the Era of AI(31:41) AI-Native Company Versus Incumbent for Finance Category Leader(33:49) Components of a Company's AI Agenda That the CFO Should Own(38:39) Why the LTV to CAC Metric Is So Important to Investors(41:13) LTV to CAC by Sector(42:41) The Importance of Gross Margin Adjusting Your CAC Payback(43:21 Retention and Churn Patterns in AI-Native Companies(45:23) Gross Margin in AI-Native Companies Versus Traditional B2B SaaS(50:11) What It Takes To Be a Public Company-Ready CFO Today(53:58) How IPO Expectations for the CFO Have Shifted in the Past Few Years(55:05) Wrap—SPONSORS:Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.#AINativeSaaS #a16z #CFO #LTVtoCAC #AIinSaaS Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Who is Adam?Adam Warner is an accomplished technology professional who has navigated a successful career from hands-on software engineering to becoming a chief technology officer (CTO) at a prominent company. Starting from humble beginnings, Adam honed his technical skills and gradually rose through the ranks, moving from engineering roles to leadership positions such as VP of Engineering, and finally stepping into the CTO role. Throughout his career, he has demonstrated exceptional technical acumen across various industries. Nevertheless, like many technology leaders, Adam initially faced challenges adapting to the broader executive responsibilities of aligning technology with business objectives, cultivating strong leadership teams, and establishing influence among fellow executives and board members. Through perseverance and dedication, Adam has become a respected figure in bridging the gap between technology and business strategy.Key Takeaways00:00 Navigating Executive Anxiety03:48 CTO's Strategic Reflection Tools10:22 Subscribe for Weekly Podcast Updates11:05 "CTOs to Executive Coaches"_________________________________________________________________________________________________Subscribe to our newsletter and get details of when we are doing these interviews live at https://TCA.fyi/newsletterFind out more about being a guest at : link.thecompleteapproach.co.uk/beaguestSubscribe to the podcast at https://link.thecompleteapproach.co.uk/podcastHelp us get this podcast in front of as many people as possible. Leave a nice five-star review at apple podcasts : https://link.thecompleteapproach.co.uk/apple-podcasts and on YouTube : https://link.thecompleteapproach.co.uk/Itsnotrocketscienceatyt!Here's how you can bring your business to THE next level:If you are a business owner currently turning over £/$10K - £/$50K per month and want to grow to £/$100K - £/$500k per month download my free resource on everything you need to grow your business on a single page :It's a detailed breakdown of how you can grow your business to 7-figures in a smart and sustainable way————————————————————————————————————————————-TranscriptNote, this was transcribed using a transcription software and may not reflect the exact words used in the podcast)SUMMARY KEYWORDSCTO coach, Stuart Webb, Adam Warner, executive thinking, technology leaders, technical expertise, business goals, leadership presence, strategic leadership, CTO chasm, delegation, strategic approach, vision oriented, frustration, burnout, stalled career growth, firefighting, strategic risks, engineering team, business alignment, weekly reflection session, introduction call, helping first, CTO Playbook podcast, Satago, Patrick Lencioni, five dysfunctions of a team, thinking like a business leader, Turn the Ship Around, David l Marquette, executive coaching.SPEAKERSAdam Warner, Stuart WebbStuart Webb [00:00:31]:Hi, and welcome back to It's Not Rocket Science five questions over coffee. On this occasion, here is my coffee in my mug here. I'm joined by Adam Warner. Adam is a CTO coach helping, executive thinking within those people who are technical leaders. So, Adam, welcome to It's Not Rocket Science five questions over coffee.Adam Warner [00:00:54]:Thanks Thanks so much. Good to have me. Good to have you here. Thanks so much.Stuart Webb [00:00:57]:So so, Adam, let's start by, just exploring exactly it is who it is you help. What are the sort of people that are reaching out to you and asking for your help as a CTO coach?Adam Warner [00:01:07]:Yeah. Sure. So typically, it's the CTO, the chief technology officer, or the most senior technology leader in a company if they aren't called the CTO. They could be anywhere from startup, scale up, large enterprises, and they're typically someone who's transitioned, as you said, from being a hands on software engineer of some sort, VP engineering, into that senior leadership role. And it can be from almost, you know, any vertical. They're often incredibly skilled technically, but often feel unprepared for the broader executive responsibilities that they now find themselves with at at the CTO level. So often it's around, you know, aligning tech with business goals, building up their teams, and then they often face challenges in securing buy in from the other executives and then building that sort of leadership presence at the executive and board level.Stuart Webb [00:01:55]:So tell me, what are the sort of problems that these people have faced before they get in an an expert while you you involved, you know, in terms of both the business issues and also sometimes some of those, some of those more soft skills, the the the persuasion, the ability to influence?Adam Warner [00:02:15]:Yeah. That that's that's pretty much it. So I think there's there's a couple of things that people face. And and one of them is, the the the gap between the technical expertise and the strategic leadership. They're sort of trying to cross this, what I call the CTO chasm, really. And it's really about moving from being an individual contributor to being, working through delegation. It's going from the tactical approach to the strategic approach. And at the same time, migrating that view from the, sort of execution oriented perspective to the vision oriented perspective.Adam Warner [00:02:48]:And and the kind of feelings that people come to me with is sort of frustration, sometimes it's burnout, sometimes it's careers, stalled career growth. And sometimes I find them where they're sort of firefighting every day. They're struggling to get time to think strategically, sort of lurching from issue to issue, and often struggling to sort of step back and give themselves space and time to lead proactively because they're constantly in execution mode rather than thinking long term. And without the right guidance, people can make this transition. You know, it can take years of trial and error. But my role really is to help them cross that, well, you know, the CTO chasm as I call it, by accelerating that process of trying to figure out all of those things together and get them all to line up. A bit like getting all of the tumblers in a lock to line up at once so you can move to that next level and act strategically.Stuart Webb [00:03:36]:So, Adam, you must have one valuable piece of advice or one valuable, piece of, offering that you can you can give to people at the moment. What is that that offer that you get?Adam Warner [00:03:48]:I've got three, actually. One of the simplest and most powerful things a CTO can do, I think, is to implement a sort of a weekly strategical reflection session. So just setting aside thirty minutes every week to just analyze what are the biggest strategic risks I face, how well is my engineering team aligned with business goals, where am I spending my time. So just thirty minutes a week set aside for yourself to reflect and figure out where you're going. It's something that's completely free, completely straightforward, and and everybody can implement that straight away to to strong effect. I also offer a free thirty minute introduction call, with every CTO who'd like to have a chat with me, and I take the approach of helping first. So it's a good way to get some instant feedback on the current challenges and some of the other options that are available to you in terms of the different directions you could go in. And then lastly, I also host a podcast, as you mentioned in the beginning, called the CTO Playbook.Adam Warner [00:04:38]:That's aimed primarily at helping CTOs excel in their role. Taking a a playbook in each episode, often with a guest speaker who's an absolute expert in their area that they work in their topic. And you can find that podcast by searching for the TCO the CTO playbook, sorry, on your favorite podcast platform or by visiting my website, sunnova.tech/podcast.Stuart Webb [00:05:00]:So we're gonna we're gonna put a link to those things that Adam just mentioned in our, our free vault which is systemize.me/free-stuff. So if you go to systemize.me, if you didn't catch any of that, go to systemize.me-freestuff. I'll put that as well into the notes. You can you can you can catch all those, those valuable free offers that I've just offered you there. So, we'll we'll have those in our show notes. Adam, I'm I'm gonna sort of, try to sort of dive in a little bit to the sort of acumen behind the, behind the CTO coach here. That must have been a book, a program, a life experience, something which brought you to where you are today? What what what was it that sort of took you on the journey? What ended up sort of, you know, becoming Adam, the CTO coach, and what was it that inspired that?Adam Warner [00:05:54]:Yeah. So about twelve years ago, I became a founder of a startup, a cofounder, I should say. I started side, Stephen, who's the founder of Satago. And I sort of went through that role, figuring things out the hard way. Most of the time, I had some good mentors along the way with members of seed camps who had access to a a couple of great people, from there. But it was that kind of it was that sort of step of of, first of all, figuring out all the challenges I had in front of me and working out step by step, you know, sort of using the brute force approach to get through it. And I think, really, the thing that that brought it home was is this idea of stopping thinking like an engineer and beginning to think like a business leader. And there was really two, areas there.Adam Warner [00:06:33]:So one was this transition of trying to figure out a lot of things at once, which you already mentioned, Crossing the CTO Chasm. And the other one was really closely related to that, which is actually from the, Patrick Lencioni book on the five dysfunctions of a team, which is that you gotta you gotta act in your first team. And in that case, as a CTO, that's the executive team. It isn't the engineering team. So So that's another one of those key transitions that once I figured out and got my head around it, became a lot easier to understand what was expected of me. And in terms of mindset shift, there was also a book that really helped, which I'd been recommended years earlier, but really came into its own. And that's a book called Turn the Ship Around by David l Marquette. And the reason it's so useful is because it represents that mindset shift to the leader, to then stop that process of of change across the entire team as well as in yourself.Stuart Webb [00:07:18]:Brilliant. Look, Adam, it's been me asking the questions up until now, and I I guess one of the things that you must be thinking is, well, there's a second obvious question. Why isn't he asked it? And so, therefore, I am going to, immediately turn that over to you and say, what is that obvious question that you wish I have asked you at this stage? And and, obviously, as it will be your question, you'll need to answer it for us. So what's the obvious question that I haven't asked you up until now?Adam Warner [00:07:45]:So the obvious question is why don't more CTOs get coaching?Stuart Webb [00:07:51]:Why doesn't everybody get more coaching? Adam, are they? It's not a not a problem limited to CTOs. I often wonder why it is that people are somehow resistant to the whole idea of having somebody that they can sort of rely on and and tap ask and and be outside of a situation to just say, do you know, I just want an ear?Adam Warner [00:08:10]:And a lot of the times, I think people do rely on their immediate leader. They have, a mentor. A lot of people have somebody. And in other cases, people go to coaching and training courses. But I think with CTOs, there's a particular challenge in that. I think many c CEOs get coaching. And in fact, I think if most CTOs turn around to their to their most most CTOs turn around to their CEO and say, do you get coaching? The answer would probably be yes. And that's also true for many CFOs and COOs.Adam Warner [00:08:37]:But it so there's a lack of awareness that CTOs don't really realize it's an option. Often, CTOs being classed as a delivery role rather than an executive role. And so, it's just not that common. There's not many people who talk about CTO coaching. That's one thing. I think the other the other reason is is applicability. I think there's a there's a lot of executive coaches out there and they're quite generic, in terms of the the background that they expect somebody to have. And it doesn't always apply or resonate particularly well with the CTO.Adam Warner [00:09:09]:There's a difference in the the course you take through a company from engineering than if you come, for example, sales or marketing, where you've got a lot more focus and emphasis on, for example, communication. I think training courses fill some of this gap. I think mentors can really help. But mentors can, you know, they can be a bit hit and miss based on the right kinds of experience. The CTO role might be only forty years old, but it's a very broad church in terms of the different kinds of roles that CTO covers. So my approach, for coaching is slightly different. I basically blend together coaching, teaching, and mentoring. And so coaching is that, you know, the blockers, the fears, the confidence, you know, in some cases, the imposter syndrome.Adam Warner [00:09:48]:Teaching is the frameworks and playbooks that you haven't been previously exposed to or had experience in. And mentoring is kind of two folds mentoring. One is holding people to account based on promises and expectations, but the other part is also being able to bounce ideas off somebody, with a lot more experience and background. And, you know, what are the unexpected side effects? What would be the in consequences that I can't foresee coming from those kinds of things? And so having that, approach, really, I think a lot of CTOs just don't realize that coaching's available and out there. There aren't that many CTO coaches who specifically focus on this.Stuart Webb [00:10:22]:Brilliant. Adam, thank you so much for spending a few minutes with us and talking us through that. I'm just gonna leave, one final, link for people. If you would like to get on to the, the mailing list that we send out, we send out an email about once a week, and we just let people know about who's coming up on the podcast and other things that we're thinking about at the moment. It it contains two or three things that we're thinking about, two or three things that are common and going on in the world, plus, plus some humor. We try and inject some humor to every newsletter because we think the world should be a brighter, buprenier place. But if you'd like to get onto that newsletter list, come on to systemize.me/subscribe. That's systemize.me/subscribe.Stuart Webb [00:11:05]:Alan, thank you so much for spending a few minutes with us. Really appreciate it. I hope to hear in the future how many more people get their coaching from the CTO background, and go on to become successful executives. Thank you so much.Adam Warner [00:11:18]:Thank you, Stuart. Great to have you. Get full access to It's Not Rocket Science! at thecompleteapproach.substack.com/subscribe

On Episode 5 of The Bitcoin for Corporations Show, Pierre Rochard is joined by Garrett Johnston of Marsh to explore how Bitcoin can radically transform the insurance industry. From the trillions in insurance float to the fiduciary risks of ignoring Bitcoin, this episode uncovers the hidden forces shaping treasury strategy, litigation risk, and D&O coverage in the age of BTC.Garrett breaks down the disconnect between Bitcoin-native firms and traditional insurance carriers, and explains why a failure to adopt Bitcoin may soon be seen as a breach of fiduciary duty. Essential viewing for corporate leaders, CFOs, risk managers, and Bitcoin-aligned executives.Chapters:00:00:00 Fiduciary Duty & Bitcoin 00:04:30 Garrett's Insurance Journey 00:09:00 Bitcoin's Disconnect with Insurance 00:13:30 Institutional Misunderstanding of BTC 00:18:00 Insurance Float & Melting Ice Cubes 00:22:30 Litigation and Inflation Risks 00:27:00 Bitcoin's Role in Corporate Risk 00:31:30 Misconceptions about BTC & FTX 00:36:00 MicroStrategy's Legal Landscape00:40:30 Future of Governance & Communication

This week on Revenue Rehab, Brandi Starr is joined by Sherry Grote, creator of the Harmony Hero framework and a B2B marketing leader with 25+ years transforming brands and driving revenue. Sherry believes marketing and HR hold untapped power as revenue accelerators—but only if their voices are amplified beyond traditional roles and given real influence in the boardroom. Challenging the status quo that sidelines these functions, Sherry argues that true revenue growth hinges on aligning people, brand, and culture—not just products and pipelines. If you're ready to rethink where brand power really drives the bottom line, tune in—and decide if Sherry's perspective changes your mind.  Episode Type: Problem Solving - Industry analysts, consultants, and founders take a bold stance on critical revenue challenges, offering insights you won't hear anywhere else. These episodes explore common industry challenges and potential solutions through expert insights and varied perspectives.  Bullet Points of Key Topics + Chapter Markers: Topic #1: Marketing & HR—The Undervalued Revenue Drivers [04:44]  Sherry Grote boldly argues that marketing and HR are essential drivers of revenue and brand but are consistently marginalized in executive decision-making. She challenges the conventional belief that marketing is a “faucet you can just turn on” and spotlights how HR's influence on culture is chronically overlooked—particularly damaging “in an artificial everything world.” Brandi Starr echoes the misalignment, noting most companies pigeonhole this partnership as “marketing giving HR tchotchkes,” prompting a debate on the true strategic potential of these functions when united.  Topic #2: Boardroom Influence—Turning Up the Volume on Brand Voices [07:14]  Sherry argues that the boardroom routinely sidelines marketing and HR, relegating them to after-thought status in favor of sales, finance, and product updates. “HR, we really don't have time for you to talk, so just put your slide in there and we'll just make sure that the board has that.” She proposes a radical change: marketing and HR should proactively demonstrate their impact on revenue, culture, and pipeline to win advocates among CFOs, CROs, and CPOs—shifting from self-promotion to integrated business influence.  Topic #3: Rethinking Compensation and Collaboration for Revenue Alignment [17:50]  Sherry challenges revenue leaders to recognize compensation misalignment as a core driver of inefficiency and discord between marketing, sales, and HR. She critiques the “rip and replace” approach to CMOs, tying it to systemic incentive problems: “It's often the head of marketing that really sees this breakdown and challenge and having that real relationship with HR could be an opportunity to help to influence that.” Brandi pushes for actionable solutions, leading to a discussion about moving BDRs into marketing and partnering with HR to overhaul incentive structures for true revenue team alignment.  The Wrong Approach vs. Smarter Alternative  The Wrong Approach: “A leader before they've had a time to actually make an impact in the business.” – Sherry Grote  Why It Fails: Swapping out marketing or HR leaders too quickly disrupts momentum and undermines strategic initiatives before they can take hold. This short-sighted turnover prevents teams from making the incremental changes necessary for lasting impact and damages organizational culture and continuity.  The Smarter Alternative: Instead of jumping to leadership changes, companies should focus on building strong alignment and rapport between sales, marketing, and HR, giving leaders the space and support needed to drive meaningful, long-term business results.  The Most Damaging Myth  The Myth: “Marketing is a faucet that you can just turn on and you will get instant results.” – Sherry Grote  Why It's Wrong: This belief leads organizations to expect immediate impact from marketing efforts, creating unrealistic timelines and frustration when quick results don't materialize. As Sherry explains, marketing is actually more like a well that requires consistent pumping—building effective campaigns takes time, ongoing effort, and a systems approach. When companies operate under the “faucet” myth, they make disruptive changes or swap out talent prematurely, undermining long-term progress and ROI.  What Companies Should Do Instead: Treat marketing as an engine that needs sustained investment and incremental improvement. Allow marketing leaders time to build momentum, focus on developing processes, and foster strong cross-departmental relationships—especially with HR—to build a people-first culture that supports brand and revenue growth.  The Rapid-Fire Round  Finish this sentence: If your company has this problem, the first thing you should do is _ “Ensure that you have built rapport with sales, marketing and HR to be in total alignment.” – Sherry Grote  What's one red flag that signals a company has this problem—but might not realize it yet? “If your employees don't have psychological safety, then you do not have a culture that is going to have a positive brand influence.”  What's the most common mistake people make when trying to fix this? “Changing out a leader before they've had time to actually make an impact in the business.”  What's the fastest action someone can take today to make progress? “Know what your 5% is—be clear on what makes you different from everyone else doing your type of job, whether you're in HR, marketing, finance, or sales.”  Buzzword Banishment: Sherry's buzzword to banish is "amplify." She dislikes this term because in today's environment—where it's applied to everything—the word has been overused and lost its impact and meaning. Sherry notes that while "amplify" once described increasing awareness or engagement in a meaningful way, its ubiquity now renders it ineffective and even frustrating to encounter.  Links:  LinkedIn: https://www.linkedin.com/in/sherrygrote/  Instagram: https://www.instagram.com/theharmonyhero  Facebook: https://www.facebook.com/people/The-Harmony-Hero/61568386591394  Website: https://www.theharmonyhero.com  Subscribe, listen, and rate/review Revenue Rehab Podcast on Apple Podcasts, Spotify, Google Podcasts , Amazon Music, or iHeart Radio and find more episodes on our website RevenueRehab.live  

In this episode of School Business Insider, host John Brucato sits down with Mary Ellen Normen, a retired school business official blazing new trails in the world of artificial intelligence. With presentations at ASBO and AASA conferences and a widely-read article on AI in school business, Mary Ellen unpacks how SBOs can use AI tools for budgeting, facilities, communications, and strategic planning.From ethical guardrails to getting started with your first AI prompt, this episode is a practical and inspiring roadmap for school business leaders navigating one of the most significant shifts in our profession.Listen now to learn how to leverage AI — wisely, ethically, and effectively.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.In this episode, Karl covers:The biggest differences and challenges between full-time and fractional CFO rolesBuilding effective financial models and keeping them simple, flexible, and insightfulWorking with investors and managing expectations through clear reportingLessons from multiple management buyouts and how to prepare early for due diligenceAdvice for aspiring fractional CFOs, including mindset, client management, and business developmentLinks mentioned: Karl's Linkedin Learn more about Lloyd Consulting Limted Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

If you work for a software company, odds are that people make up 80-90% of your business's costs. Today's guest argues that in order to effectively manage a company's greatest asset, the CFO should be heavily involved in shaping the company culture. Bill Tole is the CFO of TrustRadius, a trusted platform where tech buyers find real reviews. He is skilled in creating structures around ambition and breaks down how TrustRadius creates and implements Objectives and Key Results (OKRs). He explains how they differ from KPIs, why they fail, and how to set aggressive but achievable goals. He discusses the Rule of 40 and why it's essential for the rest of the company to understand it. Bill also shares how CFOs can influence culture from a finance perspective and why a lack of failure is a cause for concern.—LINKS:Bill Tole on LinkedIn: https://www.linkedin.com/in/bill-tole-0a99789/TrustRadius: https://www.trustradius.com/15Five: https://www.15five.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Less but Better: Miro's Justin Coulombe on the Power of Strategic Divestment in SaaS: —TIMESTAMPS:(00:00) Preview and Intro(02:15) Sponsor – NetSuite | Planful | Tabs(06:00) TrustRadius's Business Model(09:20) OKRs at TrustRadius and Finance's Role in Them(14:07) Finance's Role in Asking the Stupid Questions(15:58) Sponsor – Rippling Spend | Pulley | Navan(20:10) How To Set Aggressive but Achievable Goals(23:19) The Ideal Number of OKRs(24:21) Leaving Room for Failing or Innovating(25:57) OKR Derivatives at Department Level(27:36) Why OKRs Fail(28:55) Rewriting or Killing Off an OKR Mid-Way(29:51) Where To Track Your OKRs(32:03) Applying the Rule of 40(34:39) Educating the Org on the Rule of 40(37:34) EBITDA Versus Free Cash Flow for Calculating Rule of 40(39:24) The CFO As the Culture Leader(43:21) Using Money To Change the Culture in a Positive Way(45:42) Mistakes CFO's Make When It Comes to Culture(47:06) Long-Ass Lightning Round: Why Failure Is Okay(51:41) Advice to Younger Self(53:44) Finance Software Stack(55:12) The State of SaaS Fragmentation or SaaS Sprawl(57:28) Craziest Expense Story—SPONSORS:NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.#failure #companyculture #OKR #KPI #Ruleof40 Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

When global tariffs shift overnight, how do finance leaders keep their footing? In this special CFO Insights edition of the SAP Concur Conversations podcast, three seasoned finance leaders share how they're navigating the ripple effects of trade disruption, and what it takes to build financial strategies that bend without breaking.From real-time scenario modeling to rethinking supplier relationships, you'll hear how Barbara Salazar, CFO at E2 Consulting, Carl-Christian von Weyhe, CFO for Middle and Eastern Europe at SAP, and Massimiliano Zambon, Head of Finance at Giovanni Rana UK, are leading with agility, leveraging technology, and making tough calls in an unpredictable global economy.Whether you're bracing for disruption or building long-term resilience, this episode delivers practical insights from the CFOs confidently steering through the storm with agility and strategic foresight. Hosted on Acast. See acast.com/privacy for more information.

Live from the Sage Future conference in Atlanta, Aaron Harris, CTO of Sage, joins Blake and David to explain why he wants to completely eliminate the financial close rather than just make it faster. Harris breaks down the three waves of AI transformation in accounting—from task-based automation to generative AI to fully autonomous agents—and reveals how Sage is building custom language models trained specifically on accounting principles with the AICPA. He also discusses the psychology of trust between CFOs and AI systems, introduces Sage's new AI transparency labels, and explains why his company is taking a more cautious approach than competitors like Intuit when deploying autonomous agents.Meet Our Guest, Aaron Harris, CTO, SageLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/Website: https://www.sageintacct.com/leadership/aaron-harrisX: https://x.com/AaronRHarrisLearn more about Sagehttps://www.sage.com/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

This one's for anyone who's ever mistaken SaaS metrics for gospel. I sit down (ok, dine out) with two CFOs—one from a dating app, the other from an HVAC parts company—and come away questioning the whole tech-is-king narrative.Turns out, the guy replacing dirty rugs in Georgia public schools pulled in $22 million last year. And no, he doesn't have a Substack.In this episode:* A billion-dollar business that makes… bolts* SaaS dreams vs. rug-cleaning realities* The myth of “build it once, sell it forever”* Why R&D is just COGS in a costume* A gentle roast of hustle culture and spreadsheet empiresThis is a reminder that while tech has its perks, the world is full of quiet, profitable businesses that don't require churn curves or pitch decks. Sometimes, the best margins come with dirt under the fingernails.Run the Numbers is brought to you by Zenskar.Zenskar is an AI-powered order-to-cash platform that automates billing, revenue recognition, and SaaS reporting — no spreadsheets, no engineering required. Built for modern B2B companies, Zenskar supports any pricing model: subscriptions, usage-based, or complex custom contracts.Step into the future of finance today. Visit zenskar.com/rtn and book a demo! Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In episode #286 of SaaS Metrics School, Ben Murray breaks down one of the most common — and costly — mistakes SaaS founders and CFOs make when building their Monthly Recurring Revenue (MRR) schedules: netting contraction and expansion. This seemingly small error can break your ability to calculate key SaaS metrics like Gross Revenue Retention (GRR) and Net Revenue Retention (NRR). What You'll Learn: The essential structure of an accurate MRR waterfall schedule Why separating expansion, contraction, and churn is crucial for calculating SaaS metrics How to calculate GRR and NRR using distinct MRR layers Why trailing 3- and 6-month annualized retention rates offer deeper insights Pro tips on segmenting your MRR by product, ICP, or geography Who This Is For: SaaS founders, CFOs, FP&A leaders, and revenue ops teams looking to improve their SaaS financial reporting and ensure clean, actionable SaaS metrics that stand up to investor scrutiny. Resources Mentioned: Join Ben's private SaaS metrics community: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Subscribe to Ben's newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page Free SaaS Metrics Tools & Templates at TheSaaSCFO.com Enjoying the show? Please rate and review the podcast — it helps more SaaS professionals discover how to build better businesses with metrics that matter.

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.In this special episode, we explore whether top-performing finance functions have reached a “terminal value” in their cost-cutting journey – and what comes next. As technologies like AI and advanced analytics evolve, finance leaders are shifting focus from efficiency to insight – rethinking operating models, talent strategies, and what it means to create value in a digital era.In this episode, we discuss:1:18 – What “terminal value” means in finance and why top-performing functions may be approaching the limits of traditional cost-cutting4:57 – How evolving finance operating models are incorporating new approaches to data, talent, and technology9:07 – The rise of agentic AI and how autonomous agents are beginning to impact finance workflows18:51 – Key leadership priorities for finance organizations navigating AI adoption and long-term transformationFor more insights, read our publication Have top performing finance functions reached terminal value in the age of AI?Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.About our guestsAdam Kennedy is a PwC consumer markets finance leader focusing on business process improvement and finance effectiveness for Fortune 500 companies with an emphasis in retail, hospitality, and gaming. Adam provides consulting services on technology-driven finance transformation, end-to-end revenue stream management, merger integration support, financial analysis and reporting, risk management, and process improvement. Edward Ponagai is a PwC partner who leads large-scale back office transformations and merger integrations. He helps CFOs think through their organization's big picture vision and purpose and drill down to address organizational challenges, operational processes, and technological innovations. About our guest host Guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com

When PagerDuty went public in 2019, it was generating just $100 million in annual revenue which made it relatively small for a SaaS IPO. One of the main motivations for this was that visibility into the company's financials would inspire customer trust. In this episode, CJ speaks with Howard Wilson, PagerDuty's CFO, who shares the unique challenges of going public as a small company, how the landscape has changed since then, and how to approach an IPO when you don't have the experts you need in-house. As a former chief commercial officer, Howard brings unique insights into the role of a CFO. He discusses the importance of building a finance team with customer awareness, how he uses customer usage patterns to challenge traditional SaaS metrics, and how to uncover the unexpected pathways that customers take to reach your business. He also talks about the complexities of the “beat and raise" forecast, how market volatility creates opportunity, and breaks down his framework for mapping out potential investment areas.—LINKS:Howard Wilson on LinkedIn: https://www.linkedin.com/in/howardwilson01/PagerDuty: https://www.pagerduty.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – Planful | Tabs | Rippling Spend(06:01) Earnings Calls and Being a Public Company CFO(11:14) How the Bar for Going Public Has Changed Since 2019(14:04) How Going Public Affects Customer Trust(15:50) Sponsor – Pulley | Navan | NetSuite(19:34) Approaching the IPO Process Without the Necessary Experts In-House(21:47) Using Advisors To Fill Functional Gaps in Small Companies(24:38) The IPO Tech Stack for Small Companies(25:44) The Complexities of the “Beat and Raise” Forecast(28:33) How Market Volatility Creates Opportunity(34:37) How Experience as a Chief Commercial Officer Makes a Better CFO(38:16) A Framework for Mapping Out Potential Investment Areas(44:08) Customer Awareness in Your Finance Organisation(47:47) Customer Usage Patterns Versus Traditional SaaS Metrics(52:16) The Unexpected Pathways Customers Take To Reach Your Business(57:54) Long-Ass Lightning Round: A Learning Mindset(59:22) Advice to Younger Self: Don't Stay in Your Lane(01:01:24) Finance Software Stack(01:02:57) Craziest Expense Story—SPONSORS:Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#goingpublic #SaaSIPO #CustomerTrust #CustomerAwareness #PagerDuty Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

We are joined by CFO Jared Miller to discuss the basics of CFO and business finance. What's the difference between an accountant and a CFO? What are the job responsibilities of a CFO? What kind of schooling do CFOs traditionally have? What is EBITDA and how long has the concept been around? What kind of debt do companies have and do CFOs manage taking and repaying loans? Do CFOs need to know about tax law? Do CFOs work closely with attorneys? What kind of software do CFOs use? What are the changes in CFO work with AI? Do the numbers always end up clean, or how often does money go missing from a company?

Think your business is worth $12 million? It might be closer to $3.5…and here's why. In this episode, Matt and Luigi sit down with Tom Dillon, founder of Frac Finance, to unpack the brutal realities behind business valuations, botched exits, and what most owners get dead wrong about scaling and selling. From M&A landmines to the truth about fractional CFOs, this one's a wake-up call for any entrepreneur who thinks they're ready. What You'll Learn: Why most owners overvalue their business (and what to do about it) The difference between cost-cutting and growth-minded CFOs How the SBA rule changes are shaking up the M&A game Mistakes SMBs make when raising capital or hiring too early Real talk on family businesses, seller financing, and scaling a CFO firm Favorite Quote: “You can't cost-cut your way to profitability forever.” About Our Guest: Tom Dillon is the founder and principal of Frac Finance, a fractional CFO firm helping SMBs scale, prepare for exits, and make smarter financial moves. With a background in investment banking and private equity, Tom brings real-world experience to a space that desperately needs it…and he's not afraid to ruffle feathers along the way. Why You Should Listen: If you're a business owner who thinks you're ready to scale or sell, Tom Dillon will show you exactly why you're not…and how to fix it before it costs you everything.   Connect with Tom: Twitter / X: https://x.com/profithuntercfo LinkedIn: https://www.linkedin.com/in/tom-dillon-cfa/ Website: https://www.frakfinance.com/  

It's no secret CFOs frequently exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed.Ho had been CFO of Taulia, a working capital fintech, when it was still an independent company. After helping lead the firm through its acquisition by SAP, he chose to stay on, guiding the company through integration while preserving what made Taulia unique.It's a reality Ho doesn't resist—instead, he works to make those connections scalable. That mindset reflects a broader shift under his leadership. “We're also embedding our technology more and more into the SAP technology,” Ho tells us, noting that when he joined, the two platforms were sold separately. Now, integration enables “more of a single sale,” smoothing the go-to-market motion.While SAP Taulia continues to align its tech stack, one area remains purposefully independent: the financing operations. “We don't use our balance sheet to finance the invoices,” Ho says. Instead, more than 30 financial institutions and non-bank entities fund those transactions.

In episode #285 of SaaS Metrics School, Ben Murray dives into one of the most overlooked levers in SaaS financial performance—G&A (General & Administrative) spend. How much should you really be spending on back office functions like finance, HR, legal, and IT? Using data from Benchmarkit.AI, Ben walks through G&A as a percent of revenue across ARR stages—from startups under $1M to companies exceeding $100M. He also explains how operating leverage is created through back office efficiency and why using benchmarks segmented by ARR is crucial in SaaS metrics analysis. What You'll Learn: Why aggregate SaaS benchmarks are dangerous G&A benchmarks by ARR segment (top quartile vs. median) The role of operating leverage in SaaS profitability How to evaluate your own back office spend using metrics Actionable targets for G&A as a percent of revenue SaaS Metrics Covered: G&A % of Revenue Operating Leverage Opex Profile by ARR Benchmarking by ARR vs. ACV Resources Mentioned: Benchmarkit.ai Join Ben's SaaS Metrics community for webinars, templates, and live sessions: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page