Podcasts about cfos

Gm! In this episode, Arjun Sethi, Co-CEO of Kraken, joins Yano to dive into how his background in tech, growth and IPOs makes him the perfect candidate to join Kraken and take the company to the next level. Arjun dives into how his compensation plan and overall approach to Kraken paves the way for a decade long growth trajectory that will take Kraken global and one of the most recognized brands in crypto for retail, traders and beyond. -- Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Arjun: https://x.com/arjunsethi Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- (00:00) Intro (01:10) Arjun's Background (14:08) Culture + Product Velocity (16:45) Arjun's Incentives (18:03) Ads (Katana) (18:50) 1st month at kraken (21:56) Prioritizing What To Build (26:00) Future Onchain Trading (31:20) Kraken Stablecoin (33:38) Crypto Market Structure (35:16) Competitor Analysis (40:17) Hyperliquid (42:25) X Stocks (44:58) Ninja Trader Acquisition (49:33) IPO? (52:39) Long term Leadership (53:53) Ads (Eigenlayer, Geodnet) (55:32) Prediction Markets + Perps (59:16) Tokenization / Onchain IPOs (01:04:18) What's Obvious to Arjun (01:09:46) 4 Year Cycle -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.

Find me on Substack: https://bogumilbaranowski.substack.com/Kevin Koharki is an MBA, PhD, founder of CAE Consulting, and associate professor who has spent 20 years analyzing hundreds of firms and uniquely advocates that every employee—not just executives—should understand how their daily decisions impact capital allocation and long-term value creation.3:00 - Childhood influence: Depression-era grandmother shaped Kevin's views on hard work, discipline, and saving money through close relationship and shared activities6:00 - Career origin story: 1999 discovery of "Rich Dad, Poor Dad" led to Peter Lynch's "One Up on Wall Street" - describes it as "getting hit by lightning," sparking lifelong investing passion9:00 - Teaching philosophy: Drops real 10Ks on students' desks, believes in learning by doing rather than textbooks - "if you want to learn how to hit a curveball, you have to step in the batter's box"12:00 - Personal finance reality check: Most people don't budget despite it being "second, third grade math" - grandmother's "got cable?" test for true money problems15:00 - Capital allocation breakthrough: 2022 Vegas flight rereading Buffett letters when everything "clicked" - realized employees need training on how their roles impact CEO decisions18:00 - Defense contractor story: 71 years of collective family experience, never understood job's true financial impact until Kevin's training21:00 - Common misconception: Analysts focus only on dividends, debt paydown, buybacks - "it doesn't start there, it starts with revenue"25:00 - Concentration philosophy: Charlie Munger's "three investments in your lifetime" - finding businesses that can reinvest at high rates indefinitely30:00 - Financial statement analysis: Shocking number of investors not making proper adjustments for leases, pensions, stock-based compensation35:00 - Stock-based compensation deep dive: Spent three years figuring out what Buffett/Munger meant by "true cost" - most CFOs don't understand until receiving it themselves40:00 - Double-hit problem: Stock-based comp hits earnings twice (expense + dilution) while actual cash impact appears in financing, not operations45:00 - Tech sector impact: Free cash flow can be 30-40% lower than reported due to improper stock-based comp accounting50:00 - Cultural change requirement: Capital allocation mindset shifts take years, require constant reinforcement like diet changes55:00 - Employee education gap: HR can't explain stock plans due to licensing restrictions, employees receive lawyer-written documents they can't understand60:00 - Success definition: Making people better investors or employees who understand their financial impact - "help them understand the why"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Premji Invest is an investment firm that backs some of the biggest names in the CFO and enterprise tech stack, including Anaplan, Zuora, Coupa, and Looker. In this episode, CJ is joined by Sandesh Patnam, the firm's Managing Partner, to discuss their approach to investing and the future of CFO tech. Sandesh talks about the evergreen nature of Premji's investment model and explains how this permanent pool of capital enables the company to focus on deep partnerships and durable growth, rather than chasing fund cycles or portfolio diversification. He breaks down why he views total addressable market (TAM) as a floor rather than a ceiling, how investing across both public and private markets creates a strategic advantage, and how startups should approach capital construction and optionality in today's market. The conversation also touches on the evolution of the CFO toolkit, how AI is shifting the finance role, what persistent finance problems are still waiting for innovation, how org design is changing inside finance teams, and why he believes AI is a bigger shift than both the dot-com and mobile eras.—LINKS:Sandesh Patnam on LinkedIn: https://www.linkedin.com/in/sandeshpatnamPremji Invest: https://in.premjiinvest.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:BlackRock Managing Director on the Secrets of Durable Companies - —TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – RightRev | Navan | Rillet(06:59) Evergreen Capital and Premji's Approach to Investing(09:25) Portfolio Construction(12:58) TAM Versus SAM Versus Product(15:28) Sponsor – Pulley | Brex | Aleph(19:51) Seats Versus Outcome-Based Pricing(23:30) Defining Durability(26:31) Public Versus Private Investing(28:44) Why One Team Manages Both Public and Private Investing(30:47) Capital Construction for CFOs With Evergreen Investors(32:13) How and When Evergreen Funds Seek Liquidity(35:32) Building Optionality in Capital Strategy Amid Market Changes(38:01) Secondary Markets in the Private World(41:39) The Evolution of the CFO Tech Stack(43:41) AI and Systems of Action(45:43) How CFOs Are Starting To Interact With AI Tech(49:09) A Finance Problem That's Open for Innovation(50:25) The Evolution of the CFO's Role Beyond Finance(51:33) The AI Era vs. Prior Tech Eras—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.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: https://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 https://www.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 https://www.getaleph.com/run#EvergreenCapital #PremjiInvest #CFOTechStack #InvestmentStrategy #PortfolioDurability This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

In this episode, Ali and Deven from Valantis joined us to discuss building on Hyperliquid, LST-focused AMMs, acquiring stHYPE, DEX integrations and BD realities on Hyperliquid, infra constraints (node/Core Writer), and near-term launches.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources Introducing the stHYPE AMM: https://x.com/ValantisLabs/status/1892262812816146832 Acquiring stHYPE: https://x.com/ValantisLabs/status/1957805907246723517 -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more.  Go to app.katana.network to check it out.  -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards.  A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.  Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/  -- Crypto's premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Follow Valantis: https://x.com/ValantisLabs Follow Ali: https://x.com/0xaioli Follow Devenmat: https://x.com/DevenMat Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx -- Timestamps: (0:00) Introduction (5:59) The stHYPE AMM (13:12) Ads (Katana & EigenCloud) (14:05) What AMMs Are Next? (17:05) Why Did Valantis Choose Hyperliquid? (23:15) Acquiring the stHYPE Protocol (28:45) Ads (Katana & EigenCloud) (29:58) stHYPE vs kHYPE (33:38) DEX Integrations (43:05) Building on Hyperliquid (49:08) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Here's the thing. Most enterprise AI talk today starts with chatbots and ends with glossy demos. Meanwhile, the data that actually runs a business lives in rows, columns, and time stamps. That gap is where my conversation with Vanja Josifovski, CEO of Kuma.ai, really comes alive. Vanja has spent two and a half decades helping companies turn data into decisions, from research roles at Yahoo and Google to steering product and engineering at Pinterest through its IPO and later leading Airbnb Homes. He's now building Kuma.ai to answer an old question with a new approach: how do you get accurate, production-grade predictions from relational data without spending months crafting a bespoke model for each use case? Vanja explains why structured business data has been underserved for years. Images and text behave nicely compared to the messy reality of multiple tables, mixed data types, and event histories. Traditional teams anticipate a prediction need, then kick off a long feature engineering and modeling process. Kuma's Relational Foundation Model, or RFM, flips that script. Pre-trained on a large mix of public and synthetic data warehouses, it delivers task-agnostic, zero-shot predictions for problems like churn and fraud. That means you can ask the model questions directly of your data and get useful answers fast, then fine-tune for another 15 to 20 percent uplift when you're ready to squeeze more from your full dataset. What stood out for me is how Kuma removes the grind of manual feature creation. Vanja draws a clear parallel to computer vision's shift years ago, when teams stopped handcrafting edge detectors and started learning from raw pixels. By learning directly from raw tables, Kuma taps the entirety of the data rather than a bundle of human-crafted summaries. The payoff shows up in the numbers customers care about, with double-digit improvements against mature, well-defended baselines and the kind of time savings that change roadmaps. One customer built sixty models in two weeks, a job that would typically span a year or more. We also explore how this fits with the LLM moment. Vanja doesn't position RFM as a replacement for language models. He frames it as a complement that fills an accuracy gap on tabular data where LLMs often drift. Think of RFM as part of an agentic toolbox: when an agent needs a reliable prediction from enterprise data, it can call Kuma instead of generating code, training a fresh model, or bluffing an answer. That design extends to the realities of production as well. Kuma's fine-tuning and serving stack is built for high-QPS environments, the kind you see in recommendations and ad tech, where cost and latency matter. The training story is another thread you'll hear in this episode. The team began with public datasets, then leaned into synthetic data to cover scenarios that are hard to source in the wild. Synthetic generation gives them better control over distribution shifts and edge cases, which speeds iteration and makes the foundation model more broadly capable upon arrival. If you care about measurable outcomes, this episode shows why CFOs pay attention when RFM lands. Vanja shares examples where a 20 to 30 percent lift translates into hundreds of thousands of additional monthly active users and direct revenue impact. That kind of improvement isn't theory. It's the difference between a model that nudges a metric and a model that moves it. By the end, you'll have a clear picture of what Kuma.ai is building, why relational data warrants its own foundation model, and how enterprises can move from wishful thinking to practical wins. Curious to try it yourself? Vanja also points to a sandbox where teams can load data and ask predictive questions within a notebook, then compare results against in-house models. If your AI plans keep stalling on tabular reality, this conversation offers a way forward that's fast, accurate, and designed for the systems you already run.

In this timely episode of Restauranttopia, we sit down with Jamie, the CFO of a prominent restaurant group, to unpack the Big Beautiful Bill (BBB) and explore how it directly impacts restaurant owners, CFOs, and operations leaders. As one of the most talked-about pieces of legislation in 2025, the BBB is bringing major changes to restaurant financial planning, labor compliance, and vendor relationships. Jamie provides a clear and insightful breakdown of the new bill's implications—from tax advantages and cost controls to restaurant labor law updates and long-term forecasting. Whether you're a multi-unit restaurant operator, single-store entrepreneur, or foodservice executive, this episode is packed with valuable financial insights that help you stay compliant, competitive, and confident about the road ahead.

Happy Friday! For this week's Roundup, Rob and Yano dive into the recent stablecoin raises (Rain and M0) and explore the exponentially growing industry of prediction markets and discuss what could be beyond PolyMarket and Kalshi. They also touch upon the macro environment, where we are in the cycle and leave some killer content recs.  -- Start your day with crypto news, analysis and data from David Canellis.  Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries.  Discover how GEODNET is changing the world: [https://geodnet.com] --  Get up to speed on the biggest stories in crypto each week. In five minutes.  Get the Bitwise Weekly CIO Memo delivered directly to your inbox at bitwiseinvestments.com/ciomemo/empire  -- "Mantle is pioneering ""Blockchain for Banking"" as a revolutionary new category that sits at the intersection of TradFi and web3.   Key elements for Mantle as the ""Blockchain for Banking"":      - Transactions posted to the blockchain     - Compatibility with TradFi rails     - Integrated DeFi features UR, built by Mantle, is the first real-world example: an on-chain money app offering Swiss IBANs and unified access to fiat (EUR, CHF, USD, RMB) and crypto — bringing crypto into everyday finance. Mantle Network, the access layer — transforms Mantle Network into a purpose-built vertical platform — the blockchain for banking — that enables financial services on-chain. Mantle leads the establishment of Blockchain for Banking as the next frontier. Follow Mantle on X (@Mantle_Official) for the latest updates on Mantle as the 'Blockchain for Banking'." -- Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC's utility to DeFi.  Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo   Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Chapters: (03:06) Rain (19:36) M0's Rise (25:58) Ads (Geodnet, Bitwise) (27:26) Prediction Markets (47:51) Ads (Geodnet, Bitwise) (49:12) Ads (Mantle, EigenLayer, Citrea) (51:38) DATs priced in? (56:47) Cycle Analysis (01:02:23) Content of the week — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.

Keywords:  entrepreneurship, bookkeeping, technology, startups, financial management, small business, accounting, operational efficiency, nonprofit fundraising, restaurant marketing, bookkeeping, accounting, collections, remote work, sales strategies, franchising, financial services, technology integration, small business, cash flow Takeaways Matt Tait transitioned from law to entrepreneurship. He emphasizes the importance of operational efficiency in accounting. Technology can streamline financial processes for small businesses. Understanding the cost of time is crucial for entrepreneurs. Many business owners overlook the importance of bookkeeping. Common mistakes include doing bookkeeping themselves and not seeking help. Businesses need to focus on their core competencies. The journey from employee to owner can be complex but rewarding. Innovative tech solutions can enhance fundraising for nonprofits. Effective financial management is key to business success. It's not just bookkeeping; it's all processes involved. Many companies struggle with accounts receivable and collections. Good businesses have good processes and habits. Collections should be a dedicated time each week. Outsourcing collections can harm client relationships. Fixed monthly fees provide predictability for clients. Technology and globalization are key to scaling operations. Partnerships with fractional CFOs drive growth. Franchising can help accountants start their own firms. Understanding your numbers is crucial for business success. Summary:  In this episode, Mitch Beinhaker interviews Matt Tait, CEO of Decimal, who shares his journey from being a lawyer to becoming an entrepreneur. Matt discusses the importance of operational efficiency in accounting and how technology can streamline financial processes for small businesses. He emphasizes the need for entrepreneurs to understand the cost of their time and the common mistakes they make in financial management. The conversation also touches on innovative solutions in nonprofit fundraising and the transition from employee to owner. In this conversation, Matt Tait discusses the intricacies of bookkeeping and accounting processes, emphasizing the importance of streamlining operations for efficiency. He highlights the challenges businesses face with collections and the necessity of establishing good habits for financial management. Tait shares insights on building a remote accounting firm, the evolution of sales strategies in a digital landscape, and the upcoming franchising model for Decimal. He also addresses the complexities of managing a global workforce and the comprehensive financial services offered to small businesses. Titles From Lawyer to Entrepreneur: Matt Tait's Journey Streamlining Bookkeeping for Small Businesses Innovative Solutions in Nonprofit Fundraising The Cost of Time: Why Entrepreneurs Should Delegate Sound Bites "I'm a recovering attorney." "Every business has to pay their bills and get paid." "You shouldn't do it. It's not a good use of time." "Common mistakes include doing bookkeeping themselves." "Make it nice and easy." "Nobody wants to be in business collecting money." "We have a big team in the Philippines." "We're going to start franchising Decimal." "You have to think through the whole life cycle." Chapters 00:00 Introduction to the Podcast and Guest 01:11 Matt Tait's Entrepreneurial Journey 04:09 Transitioning from Law to Tech Startups 06:14 Innovations in Nonprofit Fundraising Technology 09:16 Creating a Restaurant Marketing Platform 12:22 Joining Decimal and the Journey to Ownership 14:34 The Importance of Bookkeeping for Businesses 18:11 Understanding the Cost of Time in Business 21:14 Common Mistakes in Financial Management 22:12 Streamlining Bookkeeping Processes 25:30 The Importance of Collections 26:51 Building a Remote Accounting Firm 30:33 Sales Strategies in a Digital Age 34:42 Franchising the Decimal Model 36:05 Challenges of a Remote Workforce 41:29 Comprehensive Financial Services for Small Businesses

During this livestream, we discuss new CFTC guidance enabling U.S. access to foreign exchanges and implications for Coinbase, Hyperliquid's revenue growth and L1 comparisons, and the Solana DAT and ETF, and Solana beta plays, including Pump's shifting revenues and streaming push.  Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure, fast, and affordable MVM environment. Aptos users can acquire, hold, and earn attractive BTCFi yields via Echo aBTC and OKX xBTC, without typical bridge risks and high fees.  Explore BTC yield opportunities on Aptos via OKX Earn and Aptos-native platforms https://web3.okx.com/earn/activity/xbtc-aptos  -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards.  A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.  Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/  -- Crypto's premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Crypto's premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Follow Carlos: https://x.com/0xcarlosg Follow Marc: https://x.com/marcarjoon Follow Nick: https://x.com/0xMetaLight Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx -- Timestamps: (0:00) Introduction (3:44) CFTC Allows US Citizen to Trade on Foreign Exchanges (13:43) HYPE's Valuation (28:53) Ads (Aptos & EigenCloud) (29:50) The SOL DAT Trade (46:54) Ads (Aptos & EigenCloud) (48:11) SOL Beta Trades -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Chris Hermida joins the show to discuss the rise of prop AMMs & their impact on Solana. We deep dive into what are prop AMMs, how do they actually work, why order flow is so important & more. Enjoy! -- Follow Chris: https://x.com/hermidao1 Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto's premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (03:07) What Are Prop AMMs? (09:46) Katana Ad (10:37) Eigenlayer Ad (11:32) AMM Adoption On Solana (23:27) How Do Prop AMMs Actually Work? (25:50) How Will Prop AMMs Impact Solana DeFi? (32:55) Katana Ad (33:47) Eigenlayer Ad (34:48) Why Order Flow Is So Important (46:38) Liquidity & Volume Onchain (51:27) Final Thoughts -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

BROOKE LIVELY is the founder and CEO of Cathedral Capital. She earned her MBA in investments and corporate finance. Brooke built a seven-figure company in under two years before starting her own company, Cathedral Capital. As a Chartered Financial Analyst (CFA), she and her team have worked with Hall of Famers, Inc. 5000 businesses, CEOs, and small business owners. With expertise in growth management, creative problem-solving, and profitability strategy, Brooke was named to the “Top 25 Women to Watch” and “Fort Worth's 2016 CFOs of the Year” lists. She is a highly regarded speaker and the author of several books. Brooke has been featured in international media, including Forbes, Fort Worth Business Press, Diversity Journal, Attorney at Work, and on podcasts, such as Playmakers and Find Your Tribe.Learn more: http://cathcap.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brooke-lively-founder-and-ceo-of-cathcap

The media landscape is noisier than ever. How can founders and business leaders get their stories heard? And in an age of AI-driven content, how can creators distinguish themselves and build a direct relationship with their audience? In this episode, CJ sits down with Alex Konrad, a longtime tech journalist, former Forbes editor (responsible for curating the renowned Forbes 30 Under 30, Cloud 100, and Midas lists), and founder of Upstarts, a newsletter covering startups, venture capital, and the people shaping the innovation economy. Alex shares insider stories from his decade at Forbes, including how lists like the “30 Under 30” were created and what it was like profiling (and sometimes singing karaoke with) the likes of Marc Benioff, Satya Nadella, and Sam Altman. The conversation explores the evolving landscape of media, the business fund-raising announcements, how startups can actually work with journalists to shape perception, the rise of VC firms as media powerhouses, the shifting role of platforms like Substack and LinkedIn, why relationship-driven content will outlast the race to break news, and the death of traditional SEO.—LINKS:Alex Konrad on LinkedIn: https://www.linkedin.com/in/alexrkonradAlex Konrad on X (@alexrkonrad): https://x.com/alexrkonradUpstarts Media: CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: LINKS MENTIONED:No Priors: AI, Machine Learning, Tech, & Startups: https://www.youtube.com/@NoPriorsPodcastLatent Space: https://www.youtube.com/@LatentSpacePodThe Daily: https://www.nytimes.com/column/the-daily52 Sourcery with Molly O'Shea https://www.youtube.com/@SourceryVCThe Information: https://www.nytimes.com/column/the-dailyRELATED EPISODES:“Let's Just See What Breaks” — Intuit's CFO on Being a Disruptor When You're Already the Incumbent - —TIMESTAMPS:(00:00) Preview and Intro(02:32) Sponsor – Navan | Rillet | Pulley(07:13) Building the Forbes 30 Under 30, Cloud 100, and Midas List(11:49) The Meme of SEC Trouble on Forbes List and a Media Tip(14:08) Why Lists Work So Well(17:17) Sponsor – Brex | Aleph | RightRev(21:57) What Might Convince Alex To Start a List(23:13) Karaoke With Benioff & Interacting With Billionaires(29:14) Entrepreneurship & Work-Life Integration(33:25) Sales Skills Alex Learned as a Founder(37:56) The Dance Behind Fundraising Announcements(42:30) How To Capitalize on the Media Outside of Funding Rounds(45:24) Examples of Founder “Oh S**t!” Moments(47:58) VC Firms As Media Companies(51:16) Non-Journalists Interviewing in Tech(55:02) Audience Relationship & Guarding Against AI(57:41) The Death of SEO(1:00:45) The Value of Time Sensitivity and News in the Era of AI(1:02:40) Platform Relationships & Substack(1:04:55) Bootstrapping Media & VC Pressure(1:10:55) 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. Visit https://navan.com/runthenumbers for your demo.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/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 https://www.rightrev.com and schedule a demo.#TechJournalism #MediaStrategy #AIinMedia #StartupPR #FutureOfMedia This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth What does it take to be a truly strategic CFO in today's construction industry? In this episode, Steve sits down with Brad Collins, CFO of Barrett Industries—a regional construction leader and part of global infrastructure giant Colas. They dive deep into how finance leaders can drive real business value beyond spreadsheets, why strategic alignment across teams matters, and what CFOs can do to shift from being number crunchers to strategic partners. Brad shares insights on regional autonomy, KPI execution, operational efficiency, and the true ROI of financial leadership—plus, what he wishes he knew five years ago. If you're building a finance team or leading a P&L, this one's packed with practical, hard-won advice. Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. Win a free custom KPI Dashboard for your business. Apply now before the September 10th drawing: coltivar.com/kpisLinkedIn | YouTube coltivar.com

Gm! This week Carlos Gonzalez Campo joins the show to discuss the latest SOL DAT announcements. We deep dive into the impacts of DATs, VanEck's JitoSOL ETF filing, the launchpad wars & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto's premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:31) More Solana DATs Are Coming (12:31) Katana Ad (13:22) Eigenlayer Ad (14:23) How To Make A DAT Successful On Solana (23:09) VanEck Files A JitoSOL ETF (28:45) Alpenglow: Solana's 100x Improvement (37:29) Katana Ad (38:27) Eigenlayer Ad (39:22) The Launchpad Wars (51:09) Prop AMMs -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Today, we will address a critical pain point for businesses hitting the $5 million revenue mark: knowing when to bring your finance function in-house. Shannon discusses the drawbacks of relying solely on outsourced bookkeepers and CPAs and delves into the benefits of hiring a fractional CFO. From understanding how to lead a finance team effectively to knowing the technical skills required, this episode offers invaluable insights for business owners who want to retain more profits while minimizing risks. Shannon also explains the advantages of fractional CFOs in bridging the gap between outgrowing a bookkeeper and not yet being ready for a full-time CFO hire. The episode wraps up with practical tips on how to make strategic finance hires and ensure you are getting the best talent for your needs.   What You'll Hear [0:45] The Challenges of Scaling Finance Functions [3:10] The Importance of Leadership in Finance [4:45] The Role of Fractional CFOs [8:05 Hiring and Evaluating Finance Talent [13:40] Maximizing Customer Value   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Most of us think we know ourselves (and the people we work with) pretty well. But when tensions rise, deadlines loom, or feedback lands wrong, the truth comes out: we're all running on a set of deep, often invisible patterns. What if we could see those patterns clearly, and choose something better? Enter the Enneagram: a framework that maps nine core motivations, survival strategies, and ways of seeing the world. This week, Rodney sits down with Liz Orr, author of The Unfiltered Enneagram and the voice behind Rude Ass Enneagram, to explore how this tool can help us understand ourselves, our teammates, and the hidden drivers behind workplace friction. From recognizing your own “midnight zone” work to navigating type-to-type dynamics, Liz shares practical insights for breaking unhelpful patterns, building trust, and working more compassionately with others. Learn more about Liz: On Instagram: @rudeassenneagram Read her book: The Unfiltered Enneagram -------------------------------- Let's work together: ⁠⁠⁠⁠⁠⁠https://www.theready.com/working-together⁠⁠⁠⁠⁠⁠ Get our newsletter: ⁠⁠⁠⁠⁠⁠Sign up here⁠⁠⁠⁠⁠⁠⁠⁠. Follow us: ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠ -------------------------------- Mentioned references: Midnight Zone and Depthfinding Myers-Briggs DISC assessment Enneagram Type descriptions Enneagram Type combinations "the hero's journey" 00:00 Intro + Check-In: What would you be doing if it wasn't this? 03:30 What is the Enneagram? 06:26 101 course on the Nine Types of the Enneagram 14:04 When your Type solidifies 15:15 Exploring Rodney's Type as an example 20:44 How Types interact 23:19 Using the Enneagram to recognize and break your own patterns 26:54 Eights as leaders (CEOs, CFOs) tend to fight every battle 29:54 Debunking cultural gender stereotypes around the Enneagram 34:21 Understanding what we're “getting” in return for our behavior 37:22 Navigating the cringe of self-compassion and forgiveness 44:59 Dealing with “therapy language performance” from friends and coworkers 48:03 The Enneagram's role in the workplace 50:21 Overcoming the dismissal of “soft skills” and “soft power 52:50 Wrap up: Leave us a review and share the show with your coworkers! Sound engineering and design by Taylor Marvin of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Coupe Studios⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Cybersecurity risks have become more complex and unpredictable than ever, yet many companies struggle to quantify these threats in terms that truly matter. How can CFOs and CISOs effectively communicate about risk, make smart security investments, and navigate the emerging challenges posed by AI? In this episode, CJ interviews Andy Ellis, a renowned cybersecurity leader, former CISO of Akamai, investor, director, advisor, leadership coach, and author of the book 1% Leadership. Andy unpacks why most companies measure risk the wrong way and breaks down his "Pyramid of Pain” framework for categorizing it. He discusses the dynamics between CFOs and CISOs in purchasing security tools, demystifies security budgeting and vendor negotiations, dives into the evolving role of AI in security operations, and explains why the CISO and CIO roles are on a collision course. Andy also reveals insider stories from the frontlines of major breaches, shares a compelling risk analogy inspired by vampires and zombies, and clears up once and for all why the demise of the Death Star was not a failure of risk management.—LINKS:Andy Ellis on LinkedIn: https://www.linkedin.com/in/csoandyAndy Ellis on X: (@CSOAndy) https://x.com/csoandyWebsite: https://www.csoandy.com1% Leadership: https://www.amazon.com/1-Leadership-Master-Improvements-Leaders/dp/0306830817How to CISO: https://www.howtociso.comDuha One: CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(02:49) Sponsor – Rillet | Pulley | Brex(07:23) Defining Risk: Technical & Human-Friendly Perspectives(09:20) Actuarial Risk Versus Human-Driven Risk(15:33) Why the Demise of the Death Star Wasn't a Failure of Risk Management(16:58) Sponsor – Aleph | RightRev | Navan(21:22) How the Death Star Metaphor Relates to Real-World Security Breaches(23:20) Why Risk Should Not Be Quantified in Dollar Terms(25:15) The Pyramid of Pain: Risk Severity and Surprise Levels(30:21) How CFOs and CISOs Should Partner on Security Purchases(34:03) Are Security Budgets Over or Under-Spent?(36:22) Balancing Budget for Security Tools and People(39:48) Tips for FP&As on Brokering the Security Budget With Your CISO(44:10) Factoring AI Uncertainty in a Three-Year Security Roadmap(46:38) AI Washing in Security Products and Realistic Impact(48:55) The Limitations of Security Operations(50:53) The Future of CIO and CISO Roles and Organizational Reporting(54:55) Why IT Shouldn't Report to the CFO(57:18) Israeli Unit 8200 and Cybersecurity Innovation(59:50) Startups Versus Public Companies: Differing Risk Models(1:02:52) Wrap—SPONSORS:Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.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: https://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 https://www.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 https://www.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 https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.#Cybersecurity #RiskManagement #CISO #SecurityOperations #SecurityFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

In this episode, we went live to discuss Kaito's business model, revenues, and token dynamics. We also took a look at lending markets, including Aave's dominance, Morpho's growth, and Maple and Euler's momentum. Finally, we reviewed Aerodrome's Coinbase integration and Fluid's expansion plans.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more.  Go to app.katana.network to check it out.  -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards.  A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.  Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/  -- Crypto's premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Follow Carlos: https://x.com/0xcarlosg Follow Daniel: https://x.com/_dshap Follow Kunal: https://x.com/Kunallegendd Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx -- Timestamps: (0:00) Introduction (4:17) What's Next For Kaito? (28:32) Ads (Katana & Eigen Cloud) (29:36) Lending Market Update (52:47) Ads (Katana & Eigen Cloud) (54:08) Updates on Aerodrome & Fluid (1:30:20) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Financial advisor Kevin Caldwell shares the money moves every beauty business owner needs to know—from separating personal and business finances to building an emergency fund, leveraging fractional CFOs, and mastering cash flow so your salon can thrive today and in the future.Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review!KEY TAKEAWAYS:

On average, I get asked 2x a week for fractional CFO recommendations.And on average, I get complaints 3x a week about someone's current setup.Today we investigate the booming fractional CFO market, and my checklist to making sure you get a good one.This week's podcast is brought to you by Campfire (www.campfire.ai)We've all used legacy ERPs. Painful migrations, endless consulting fees, and even after you're live, getting simple answers still means hours in spreadsheets.Campfire fixes that. It's the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.I'm excited to see how they keep reimagining this space – and you should be too.Check them out at www.campfire.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Rising costs are hitting every household in Aotearoa, but for many women there’s an added weight – the invisible job of managing the family’s money. In this episode of The Little Things, hosts Francesca Rudkin and Louise Ayrey admit they’ve ended up as the “household CFOs”, juggling bills and budgets by default. They’re joined by financial advisor and Herald columnist Nadine Higgins, who shares why women are often better investors than they think, how to reframe a restrictive “budget” into a practical spending plan, and the surprising rule of thumb for building an emergency fund.See omnystudio.com/listener for privacy information.

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Yandy Plasencia, founder and CEO of DataHaven Software. In today's conversation we talk about Yandy's journey and vision as well as how mid-sized insurance companies can explore and empower their finance teams, especially their CFOs, by automating data reconciliation and unlocking real-time insights. KEY TAKEAWAYS          For the most part, it all comes down to the basic leger/sub-ledger challenge. The core systems are transactional and have all the information of what took place, what payments were paid out, when a claim came in, what took place and everything to verify a claim has coverage within the rules defined by the policy. If the data isn't easy to extract so it's digestible and consumable by the right audience then it will be challenging for that audience to interpret the data, reconcile it and do it in a timely fashion. In smaller sized carriers there will be more technical folks who are not necessarily business folks, there's always a gap between what the business and technology folks are looking for and, although technology does a very good job of getting the data where it needs to go, it doesn't always meet the needs of the finance and accounting folks. There an ongoing friction between both departments. You need to build an intelligence layer with well-defined relationships across every single data point as it pertains to financials. If it affects financials you need to have a relationship or ontology or something that tells you how these data points are interrelated. If you don't have that then it's only creating a problem for something else that's going to come up very soon. The main issue with spreadsheets with visualisation tools is that those tools solve the problem short term until they don't, they are extremely helpful until they become painful and they become a bottleneck for the organisation to grow eventually. The tools don't have change processes in place as data sets get larger and as organisations grow. They also become a personnel risk because only 1 or 2 people in the company understand it.   BEST MOMENTS ‘Data is a powerful tool, and it's “make it or break it” for a lot of companies, especially in insurance where the devil is in the details.'‘Being able to trace an expense back to the root system and getting a full transactional detail for that specific number is the most reliable way to do something.'‘It's only labour intensive if you try to do this completely manually and you don't leverage artificial intelligence in the right ways, and if you don't have a defined framework to do this, if you do, it's much easier.'‘It's not rocket science… it's just data science.' ABOUT THE GUESTS Yandy Plasencia is a visionary entrepreneur and software architect with deep expertise in AI, data engineering, insurance technology, and regulatory compliance. At DataHaven, Yandy and his team are creating an insurance-specific intelligence layer that automates reconciliation, accelerates financial analysis, and helps leadership trace changes in loss or expense ratios directly to operational events. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner.   Twitter LinkedIn Instagram Facebook TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In 1997, the Florida Marlins won the World Series, but they also lost $30 million in the process. In 2002, only three Major League Baseball teams had positive EBITDA. Due to a dramatic collective bargaining agreement, five years later, only three clubs had negative EBITDA, and the MLB had gone from $500 million in losses to a $500 million in profit. Today's guest had a front row seat to the action. Jonathan Mariner is the former CFO of the Florida Marlins, the Florida Panthers, and Major League Baseball. He is also he founder of TaxDay and a seasoned board member on different boards, including Tyson Foods, OneStream, and Delaware North, among others. In this episode, he takes us inside the complex economics of pro sports. The conversation covers the surprising way sports franchises are actually valued, the massive shift from cable TV to streaming, the complex world of player merchandising, the challenges of expanding sports internationally, and how Jonathan helped implement a controversial EBITDA rule to rein in league-wide debt.—LINKS:Jonathan Mariner on TaxDay: https://www.taxday.com/team/Tax Day: https://www.taxday.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:The Boston Celtics' Other Playbook: Business Insights from President Rich Gotham — —TIMESTAMPS:(00:00) Preview and Intro(02:35) Sponsor – Pulley | Brex | Aleph(07:11) How Jonathan Became CFO of the Florida Marlins and Panthers(13:17) The Marlins: Winning the World Series and Losing $30 Million(16:03) Sponsor – RightRev | Navan | Rillet(20:08) How Not Having a Salary Cap Affects the MLB(21:27) The Collective Bargaining Agreement That Changed the Economics of the MLB(30:00) The Science of How Sports Franchises Are Valued: Revenue(31:53) The Art of How Sports Franchises Are Valued: Perception(36:20) How Local Broadcast Rights and Revenue Sharing Work(37:44) Contractually Obligated Income and Its Ramifications(41:57) How Player Jersey Sales Really Work(46:34) The Shift From Cable to Streaming and the Economic Effects(53:48) The Challenges and Opportunities of Global Expansion(59:57) Expansion Teams & Franchise Fees(1:01:58) Being on the Tyson Foods Board During COVID(1:05:39) Jonathan's Other High-Stakes Moments as a Board Member(1:08:03) Founding TaxDay(1:11:41) Long-Ass Lightning Round: Career Mistakes(1:14:00) Advice to Younger Self(1:15:11) The Best Sporting Events Jonathan's Ever Attended—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: https://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 https://www.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 https://www.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 https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.#SportsFinance #MLB #MajorLeagueBaseball #TeamValuation #BusinessOfSports This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

In this episode of the Balancing Act podcast, Andy speaks with Ahikam Kaufman, a financial technology leader and entrepreneur, about the transformative role of AI in financial data governance.  They discuss the challenges faced by CFOs, the importance of Sarbanes-Oxley compliance, and the various roles involved in data governance. Ahikam shares insights on how SafeBooks.ai is addressing these challenges by automating financial operations and ensuring data integrity, ultimately empowering finance teams to focus on more strategic tasks. Tune into episode 207 to hear Ahikam's story, his rocket-booster moment, and his thoughts on AI's new role in financial data governance. andrewtemte.com

In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founder Marc Benioff to Intel's Andy Grove, Cisco's John Chambers, and Apple's Steve Jobs, these finance leaders share the moments when vision collided with execution, when bold strategy met financial discipline. Their stories reveal not only what it meant to sit in those high-stakes rooms, but how those experiences reshaped their own leadership journeys. Once again, we're reminded: history isn't just made by visionaries—it's co-written by CFOs.

Sara Wyman, founder and CEO of Stackpack, joins me to share her journey from investment banking and a Wharton MBA to launching a company that's redefining how finance and operations teams manage vendors. From surviving the Bear Stearns collapse to scaling Etsy and Affirm through IPOs, Sara's career has been built on spotting patterns and acting with conviction. In this episode, she breaks down how she validated her idea with 75 CFOs before writing a line of code, why timing and conviction matter more than a perfect resume, and what it really takes to leave the safety of corporate life to build something of your own.Key Takeaways• Why solving a problem you've lived through yourself is the best foundation for a startup• How interviewing potential customers before building can double as both research and sales• Why founders should outsource what they're not great at instead of spinning wheels• The hidden advantage of years of work experience when stepping into a founder role• Why pace setting—not just hiring—is one of the founder's most critical responsibilitiesTimestamped Highlights00:39 — What Stackpack does and how it helps finance teams gain full visibility into spend and contracts02:10 — Lessons from investment banking, the Lululemon IPO, and the realization she wanted to be the CEO, not the banker04:30 — Spotting the problem of vendor chaos and validating it through 75+ CFO conversations07:12 — The leap from corporate security to founder risk and why timing mattered more than age12:47 — A different founder path: starting with customers and funding before building the team17:15 — Why the stereotype of the 24-year-old coder isn't the reality of most successful exits19:45 — Hard-earned lessons: outsource what you don't excel at and embrace the founder role as a pace setterA Standout Moment“If you're not awesome at something, outsource it or find the person that is. You don't get bonus points for struggling through work that isn't your strength.”Pro TipTalk to customers before you build. Sara's early interviews not only validated her idea but converted into her first paying design partners.Call to ActionIf Sara's journey resonated with you, share this episode with someone considering the founder path. Don't forget to follow the show on your favorite platform so you never miss stories like this one.

Send us a textWhat if preparing your business for sale was like designing your dream home? In this episode of Exit Insights, Darryl Bates-Brownsword is joined by Kevin Harrington to unpack the role of a business architect – a professional who helps you create a clear vision, long-term plan, and the right sequence of actions to maximise your valuation and achieve your ideal exit.Kevin explains how a business architect:✅ Looks at your business from a shareholder-first perspective.✅ Helps you protect personal wealth while scaling the business.✅ Brings in the right experts – from CFOs to cyber specialists – at the right time.With practical insights on de-risking, increasing value, and ensuring your business is truly exit-ready, this episode could be the blueprint for your next five years.

Sales leadership expert Marcus Chan reveals the exact systems and rhythms that turn average reps into Presidents Club winners. From personal success blueprints to “Real Play Fridays,” you'll learn how to build trust, reduce turnover, and create a culture of consistent high performance.

Learning and Development leaders are under pressure from CFOs to prove ROI or risk losing their budgets. In this episode, Junior and Dr. Tim Clark share a practical playbook for L&D success: assess, intervene, and prove. You'll learn how to align your learning strategy with business goals, measure behavior change with data, and protect your training budget from cuts. This conversation is essential for HR, talent, and L&D professionals who want to survive budget scrutiny and turn learning into measurable business impact.

In this episode of "It's the Bottom Line That Matters," host Jennifer Glass is joined by Daniel McCraine and Patricia Reszetylo to break down the world of fractional CXOs—those key executive roles filled on a part-time or contract basis. They dive into what the "CXO" title covers, how fractional officers differ from full-time hires, and explore the value and flexibility that fractional leadership can bring to growing businesses. The discussion covers practical scenarios, such as engaging a fractional Chief Financial Officer or Chief Operating Officer, pricing models, and how business needs dictate the right engagement structure.The trio also debates the difference between consultants, outsourced work, and true fractional officers, highlighting when each makes sense and the benefits of ongoing, embedded strategic support versus one-off projects. Rounding out the episode, they offer candid advice on how business owners can assess their needs, look to industry benchmarks, and avoid common pitfalls when selecting the right fractional leader. If you're considering adding executive horsepower to your business without the full-time price tag, this episode is packed with insights to guide your decision-making.Key Takeaways:Cost-Effective Expertise: Fractional CXOs allow access to high-level leadership (like CFOs, COOs, CMOs, etc.) without the commitment and cost of a full-time executive. You pay for the expertise you need, only when you need it.Strategic Impact Over Execution: Unlike consultants (who tackle specific projects) or outsourced firms (who execute tasks), a fractional officer becomes part of your leadership team, steering strategy, overseeing divisions, and driving outcomes.Timing & Fit are Critical: If your business needs hands-on, strategic guidance or is at a scale where leadership bandwidth is stretched, a fractional CXO might be the answer. But always vet candidates carefully—ensure they're capable of delivering the value and results your business requires.Curious to learn more or considering if now is the time to bring a fractional officer on board? Tune in or reach out to continue the conversation.#businessgrowth #leadership #fractionalCXO #strategy #podcastKEYWORDS: fractional CXO, chief marketing officer, chief operations officer, chief revenue officer, chief technology officer, chief financial officer, small business, business success, hiring, salary, fractional officer, outsourcing, consulting, consultant, business coach, business operations, packages, part-time executive, cost savings, business growth, strategic advice, financial advice, accountant, bookkeeping, capital raising, fundraising, pitch deck, business expansion, managerial roles, trust in advisors, business networks

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI. In this episode, you'll learn:Why transformation should be embedded in everyday finance work, not treated as a separate roleHow to influence change without authority and build a “transformation snowball”What good governance looks like — and the pitfalls that can derail changeHow to measure AI project success beyond ROI, including adoption and engagementThe role of subject matter experts in training and maintaining effective AI modelsHow to simplify workflows and manage complexity before introducing AILinks mentioned:Tariq's Linkedin Learn more about FinspyrTariq's book Reimagine Finance  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Most of us didn't get into therapy because we dreamed of being business owners. We wanted to help people. We wanted to do meaningful work. But somewhere along the way, we realized that to have the freedom and flexibility we crave, we'd need to go into private practice —and that meant running a business. Which meant dealing with money. Enter: panic. Linzy Bonham, a former trauma therapist turned financial coach and educator, knows this all too well. When she started her own practice, she quickly noticed that no one was talking about how to manage the financial side of things. There was no roadmap for how to save for taxes, track expenses, or figure out if you could afford to hire help. So she built one—and in the process, uncovered something deeper: It's not just about spreadsheets. It's about mindset. Resources Mentioned In This Episode  Read the show notes here Watch on YouTube  Use the promo code “GORDON” to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Meet Linzy Bonham Linzy Bonham is a private practice therapist turned money coach who helps fellow therapists feel calm, confident, and in control of their finances. The daughter of an accountant, Linzy brings a unique blend of therapeutic insight and financial savvy—half therapist, half bookkeeper. When she entered private practice, she immediately dove into learning how to build a sustainable business that could support her life and keep money in the bank. Along the way, she noticed something troubling: brilliant, compassionate colleagues were struggling with the financial side of their practices. Some avoided private practice altogether, while others left because the stress of managing money felt overwhelming. So Linzy decided to combine her people skills with her bookkeeping brain—and Money Nuts & Bolts was born. Today, she helps therapists develop peace of mind around money. Since most therapists were never taught how to manage finances, Linzy focuses on making the “how” approachable, doable, and even enjoyable. (Because feeling competent and calm about your money? It's pretty great.) Her signature course, Money Skills for Therapists, has helped hundreds of therapists in (or preparing for) private practice get their finances in order and shift their relationship with money. She also offers Money Skills for Group Practice Owners, a course that guides practice owners through mindset work, systems, key numbers, and leadership strategies—so they can become confident, empowered CFOs of their own thriving practices. Website Money Skills For Therapists Podcast Instagram LinkedIn Resources

If you're curious about what it's really like to navigate a multibillion-dollar acquisition deal during a global pandemic, while under intense scrutiny of the Department of Justice, this episode is for you. Jason Pate, Chief Strategy Officer at Plaid, takes us behind the scenes of Visa's $5 billion bid to acquire Plaid and why it ultimately didn't happen. Jason also explains the massive evolution of Plaid from a linking infrastructure company to a thriving network business powering some of the biggest names in fintech. The conversation delves into the company's pivotal moments, including its recent $575 million fundraising round to solve for employee RSU liquidity. Beyond that, Jason shares lessons from his experience, unpacking the importance of understanding a customer's P&L, breaking down how to build durable fintech revenue streams through diversification, and offering candid insights on negotiation, the future of payments, and making big bets to fix something that isn't broken.—LINKS:Jason Pate on LinkedIn: https://www.linkedin.com/in/jason-pate-50735310/Plaid: https://plaid.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(01:43) Sponsor – Brex | Aleph | RightRev(06:08) Duke and “I Hate Christian Laettner”(07:45) Jason's Product Development Experience and Career Journey(10:38) The Importance of Understanding Your Customer's P&L(12:41) Plaid's Transition From Linking Infrastructure to Network Business(15:23) Sponsor – Navan | Rillet | Pulley(18:55) Building the Plaid Data Network and Ecosystem(25:41) Friction in Payments: Feature Versus Bug(27:46) The Future of Payments: Check-In Versus Checkout(31:21) Negotiations: Less Like Chess, More Like Marco Polo(35:21) Identifying Gives That Aren't Actually Gives(37:10) Plaid's Unsuccessful Acquisition by Visa(40:45) Being Interviewed by the DOJ During the Pandemic(43:49) Plaid's Recent Raise and the Unconventional Reason for It(47:00) Valuations: Fundraises Versus Sales(48:19) Building an Equity Program When Companies Stay Private Longer(50:48) Multi-Product Diversification: The Key to Durable FinTech Revenue(53:07) When & How To Transition From an Infrastructure to a Network Business(59:03) Jason's Philosophy on Ramping Team Members(1:01:04) Lessons From Roger Federer(1:02:52) Long-Ass Lightning Round: A Career Mistake(1:04:03) Advice to Younger Self(1:04:48) A Helpful Tactic for Negotiations—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 https://www.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 https://www.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 https://www.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 https://navan.com/runthenumbers for your demo.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.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: https://pulley.com/mostlymetrics.#Plaid #Fintech #acquisition #fundraise #employeeRSU #BusinessTransition This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Is founder-led growth helping or holding you back?Early wins often come straight from the founder's voice. Nobody knows the problem better, or tells the story with more passion. That credibility is what gets the first customers to sign, keeps them close, and often carries a young company through its earliest deals. But founder-led growth has limits. Time runs out. Markets expand. What worked at $1M ARR may stall out at $15M.In Episode 89 of B2B SaaS Marketing Snacks, host Brian Graf and Kalungi founder Stijn Hendrikse unpack both sides of founder-led growth: why it's such a powerful accelerator in the beginning, and why it can quietly become a ceiling if companies don't evolve.You'll hear how to recognize the signs that your business is over-reliant on the founder, and what founders, teams, and investors can do to keep growth compounding even as the company matures.Critical topics in this episodeWhy founder-led growth works: The credibility, subject matter expertise, and customer intimacy that early adopters can't resist.Where it breaks: The hidden ceiling that appears when everything still flows through the founder.Transition challenges: Letting go of sales, messaging, and culture without losing the magic.Investor view: How search funds and acquirers spot businesses that need to move past the founder model.The Kalungi story: What happened when Stijn stepped away, and how Brian navigated the shift to a broader team-led approach.Amplifying the founder's voice: Ways to scale thought leadership without burning out the founder.By the end, you'll see founder-led growth for what it is: a launchpad, not a permanent operating model. And you'll walk away with sharper instincts for when to double down on the founder's voice—and when it's time to build beyond it. B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:BSMS 77 - Leveling up your go to marketThe 4 SaaS Marketing Leadership Maturity Stages ExplainedLooking for a Startup Marketing Agency? Here's What Every B2B SaaS Founder Needs to Know T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

What makes a truly great nonprofit CFO? In this episode of Inspired Nonprofit Leadership, I'm joined by Neil Shah—seasoned CFO and founder of Altruva.ai—to talk about the difference between tracking numbers and driving strategy. We explore the role of fractional CFOs, the power of financial storytelling, and how AI is transforming nonprofit finance. Whether you're managing a budget or presenting to your board, this episode will help you think more strategically about your financial leadership. Episode Highlights 04:09 The Role of a Nonprofit CFO 04:48 Challenges and Solutions for Nonprofit CFOs 06:26 Neil's Journey to Becoming a CFO 11:40 The Value of a Fractional CFO 16:41 Financial Storytelling in Nonprofits 21:51 Visualizing Data with Graphs 22:36 Understanding Financial Trends 23:28 Key Financial Strategies for Nonprofits 28:22 Professional Development for CFOs 30:13 The Role of AI in Nonprofit Finance Meet the Guest My guest for this episode is Neil Shah. Neil has spent the past two decades serving as an outsourced or in-house Chief Financial Officer for non-profit organizations across the United States, organizations with annual budgets ranging from a few million dollars to almost half a billion dollars in annual government and philanthropic revenue. He has implemented audit/fraud-proof accounting and budgeting processes and procedures, upgraded new financial software systems that reduced manual workloads, and brought boards along the financial roadmap of the organization through education and storytelling. He is a partner with leadership teams and is able to provide the financial perspective of an issue while helping those teams understand the non-financial aspects of a situation, helping to find common ground while still ensuring financial sustainability. Neil received his bachelor's and master's degrees in business administration from the Marshall School of Business at the University of Southern California. Connect with Neil: https://www.cfogroups.com https://www.linkedin.com/in/neilshah26/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Tariffs imposed during the Trump administration are now impacting businesses, leading to layoffs and price increases as companies adapt to rising costs. Outdoor brand KAVU has implemented cost-saving measures, including freezing marketing spending and limiting employee travel, while preparing to raise prices due to escalating tariffs on imports from countries like India and Vietnam. Public companies such as QVC Group and Allbirds are also planning price increases to mitigate the effects of tariffs, which could contribute to higher inflation and reduced consumer spending. As the stability of tariff rates becomes clearer, businesses may become more decisive about hiring and layoffs.The adoption of artificial intelligence (AI) is surging, with nearly 80% of companies reportedly using generative AI. However, many firms are experiencing little to no significant impact on their bottom line, reminiscent of the productivity paradox seen during the personal computer boom. A survey indicates that CFOs are increasingly prioritizing AI for productivity and long-term revenue growth, with a notable shift in budget allocation towards agentic AI. Despite the optimism surrounding AI investments, the anticipated benefits have yet to materialize, raising concerns about skill degradation among professionals who rely heavily on AI tools.Recent executive orders signed by President Trump may have significant implications for cybersecurity, potentially reversing progress made under previous administrations. While some directives aim to enhance preparedness for cyberattacks at the state and local level, others remove critical software security requirements for government vendors. This shift could undermine existing protections and create vulnerabilities, benefiting hackers and fraudsters. Additionally, Disney's decision to cancel plans for a deepfake version of Dwayne Johnson highlights the growing concerns over copyright and AI-generated content, as studios grapple with the implications of intellectual property rights in the age of AI.As AI adoption accelerates, companies are rethinking their pricing strategies, moving from flat fees to consumption-based models to maintain profitability amid rising operational costs. This shift raises questions about forecasting costs and protecting margins, as unexpected spikes in per-task billing could impact clients. Furthermore, the limitations of AI systems in self-assessing their capabilities pose challenges for trust and validation in AI outputs. With significant vulnerabilities identified in AI systems during stress tests, service providers must ensure their AI offerings are built on robust, verified systems to deliver reliable value to clients. Four things to know today 00:00 With Tariffs Solidifying, Businesses Tighten Spending and Raise Prices, Forcing IT Providers to Prove Value03:56 Generative AI Adoption Hits 80%, Yet ROI Elusive as Healthcare Skill Loss and Data Risks Emerge07:56 Mixed Cybersecurity Signals from White House; AI Copyright Uncertainty Halts Disney's Moana Project10:50 AI Managed Services Evolve as Consumption Pricing Rises, Chatbots Mislead, and Red Teams Find 139 Flaws  Supported by:  https://www.moovila.com/https://scalepad.com/dave/  Tell us about a newsletter!https://bit.ly/biztechnewsletter All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

If you're thinking about adding payments to your software company's tech stack, listen to this first. Today's guest knows that turning payments into a prolific growth engine isn't as simple as plugging in a processor; it's about knowing when you have the “right to win” and building the infrastructure, team, and go-to-market strategy to make it work. In this episode, Andrew Mosawi of JMI Equity and a self-named “dinosaur in the world of embedded payments”, joins CJ to unpack how embedded payments are reshaping industries, why certain platforms are perfectly positioned to own the payment flow, and when you're better off staying out of the game. They share the frameworks for sizing the TAM, deciding which vertical plays make sense, and forecasting revenue in a world where payments don't behave like SaaS, while also referencing real-world use cases. The conversation covers the common mistakes companies make when entering payments, standout examples of companies that have done this well, and the right and wrong questions you should be asking before starting out.—LINKS:Andrew Mosawi on LinkedIn: https://www.linkedin.com/in/andrewmosawi/JMI Equity: https://www.jmi.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: Companies mentioned:Mindbody: https://www.mindbodyonline.comBlackbaud: https://www.blackbaud.comToast: https://pos.toasttab.comShopify: https://www.shopify.comFlagship Advisory Partners: https://insights.flagshipadvisorypartners.comBCG “Fortune Favors the Bold: Global Payments Report 2024”: https://www.bcg.com/publications/2024/fortune-favors-bold-global-payments-reportRELATED EPISODES:The Art of Stacking S-Curves: Olo's Winning Vertical SaaS Strategy with CFO Peter Benevides - Efficiency Metrics, Management, and Consolidation - Tony Boor's CFO Playbook for Scaling Blackbaud - —TIMESTAMPS:(00:00) Preview and Intro(02:17) Sponsor – Aleph | RightRev | Navan(06:50) How the Payments Ecosystem Has Changed in the Last Two Decades(09:02) The Inflection Point That Brought Payments Into the Mainstream(10:23) The Size of the Payments Pie in 2025(11:49) Why Not Every Company Should Do Payments(14:23) What Makes a Company Well-Positioned To Offer Payments(15:50) Sponsor – Rillet | Pulley | Brex(19:42) Having a Strategic High Ground To Offer Payments(21:35) The Stickiness of Embedded Payments(24:14) What “Embedded Payments” Means(27:12) Different Models Used for Embedded Payments(32:14) A Typical Take Rate for Embedded Payments(36:45) The Accretive Nature of Embedded Payments and Other Benefits(40:14) The Next Phase of Payments: Other Finance Solutions(44:56) CJ's Mental Model for Assessing Payments at PartsTech(47:45) Running a Payments Function Versus a Traditional Software Function(50:46) Sales Dynamics: Traditional SaaS Versus Payments(52:01) Companies That Have Done Embedded Payments Well(53:05) The Right and Wrong First Questions To Ask Before Starting in Payments—SPONSORS:Aleph automates 90% of manual, error-prone busywork, with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/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 https://www.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. Visit https://navan.com/runthenumbers for your demo.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metrics#EmbeddedPayments #payments #PaymentsInfrastructure #PayFac #PaymentsStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Will AI eliminate 90% of QA jobs within the next two years? In this episode of Your AI Injection, host Deep Dhillon sits down with Kevin Surace, CEO of Appvance.ai and 30-year AI veteran. Kevin doesn't sugarcoat it. His platform replaces manual testers and scripters as enterprise CFOs demand measurable headcount reductions as ROI. Kevin explains how his platform autonomously generates millions of regression tests, and the two dive deep into the technical mechanics of digital twins, AI script generation, and the brutal economics driving enterprise adoption. What happens to society when knowledge work gets automated at scale? Kevin and Deep explore whether we're heading toward mass unemployment or a new economic paradigm, touching on everything from insurance claims adjusters to the future of human purpose in an AI-dominated world.Learn more about Kevin here: https://www.linkedin.com/in/ksurace/and Appvance.ai here: https://appvance.ai/Check out some of our related content: Is This the End of Traditional Coding? How AI Orchestration Might Render Developers Obsolete with Laly Bar-Ilan of BitYour Code Base Is Already Gen AI—Now What? with Matt Van Itallie of SemaWhy Generative AI Could Make Programming Languages Obsolete with Austin Vance of Focused

In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during Amazon's early growth years. CFO Brian Gladden of Zelis reflects on leadership lessons from both Jack Welch and Michael Dell, and CFO (emeritus) Bill Korn of MBTC recalls joining Lou Gerstner's high-stakes turnaround at IBM. Each story reveals how proximity to visionary leadership shapes careers and sharpens strategic thinking — long before the CFO title comes into view.

  The Green Impact Report Quick take: Former Wall Street trader Scott Donachie reveals why relationship-building trumps technology pushing in decarbonization deals, shares the HVAC foam that saved Mandalay Bay $15M, and explains his "calm the fears of the unknown" approach to navigating Local Law 97 compliance. Meet Your Fellow Sustainability Champion Scott Donachie is the Chief Executive Officer at Companies for Net Zero, connecting decision-makers across real estate, finance, and technology to drive sustainable impact. Based in New York, he leads an ecosystem of 300+ organizations transforming the built environment and infrastructure. A former Wall Street trader turned decarbonization evangelist, Scott discovered sustainability eight years ago after learning about 400 dormant landfills in New Jersey. He hosts invite-only Decarb Summits that bring together building owners, investors, and technology providers to share real-world lessons from the trenches.

  The Green Impact Report Quick take: Former Wall Street trader Scott Donachie reveals why relationship-building trumps technology pushing in decarbonization deals, shares the HVAC foam that saved Mandalay Bay $15M, and explains his "calm the fears of the unknown" approach to navigating Local Law 97 compliance. Meet Your Fellow Sustainability Champion Scott Donachie is the Chief Executive Officer at Companies for Net Zero, connecting decision-makers across real estate, finance, and technology to drive sustainable impact. Based in New York, he leads an ecosystem of 300+ organizations transforming the built environment and infrastructure. A former Wall Street trader turned decarbonization evangelist, Scott discovered sustainability eight years ago after learning about 400 dormant landfills in New Jersey. He hosts invite-only Decarb Summits that bring together building owners, investors, and technology providers to share real-world lessons from the trenches.

About Our Guest Ken Phillips has decades of nonprofit leadership and fundraising experience. He runs NGO Futures LLC, which provides training and consulting services to non-governmental organizations in 35 countries. In 2024, the Association of Fundraising Professionals honored him with their Outstanding Fundraising Professional of the Year. He previously served as President & CEO, Plan International USA, and as head of fundraising for Save the Children US. His latest book, "Trust, Impact, and Fundraising for Nonprofits" (2023), addresses the critical trust crisis facing the charitable sector. The Global Trust Crisis This episode tackles one of the most pressing challenges facing charities worldwide: declining public trust. Ken discusses how this issue has become a global concern and is not confined to just the United States. Key Insights and Quotes On the root of the trust problem: "Trust in everything is falling. It's not just nonprofits. It's in corporations... There are three ways people spend money. They spend it on their taxes... They spend money on clothing, on services, vacations... In donations, which is the third way people can spend money, they only get feedback if they get it from who they give the money to."   On the importance of communication with donors beyond fundraising: "If you don't communicate... if you don't give good, clear, persuasive information on what [the charity] did and …how [it is] efficient and effective. People don't know that... it's the follow-up that gets the renewal. And if it's just give us more [money], there's going to be dropout." On fundraising as relationship-building: "I often compare fundraising to... the act of wooing, the act of seeking someone to love you back. And if you make that comparison, you're going to realize asking for more again and again and again is not going to work. You've got to talk about what you are, why you're respected, why you could be trusted." Innovative Solutions Discussed Ken introduces several groundbreaking concepts: Chief Trust Officers for major nonprofits - similar to CFOs but focused on ethics and accountability Multi-layered evaluation systems combining self-assessment, peer review, and external monitoring Educational and advocacy programs that transform donors into committed advocates The critical importance of sanctions - "without sanctions, ethics are meaningless" Looking Ahead: The Human Element in an AI World In a fascinating discussion about the future, Ken emphasizes that artificial intelligence will never replace the human connection essential to successful fundraising: "Artificial connections and artificial fundraising ...will increase the importance of that personal connection by the fundraiser with the donor." Why This Episode Matters Ken's insights from decades of experience provide a valuable perspective on creating accountability systems that actually work. His conversation offers practical wisdom for nonprofit leaders, donors, and anyone concerned about strengthening public trust in charitable organizations. Listen Now Don't miss this thought-provoking discussion about the future of nonprofit accountability and the urgent need to rebuild public trust in charitable organizations.  

What does it take to lead a top-tier treasury team in today's fast-evolving corporate world? In this special live-recorded episode of the Treasury Career Corner podcast, three seasoned treasury leaders share how they built and led high-performing teams while navigating complex global challenges.Join Mike Richards as he chats with these three global treasury leaders:Mags Bourke, Global Treasurer at DuracellDeclan Doorly, Head of Group Treasury at DCC plcPhillip Learoyd, Group Treasurer at OCI NVHosted live in London, this episode dives into the real-world challenges and successes of building and leading treasury teams in global, high-growth, and decentralized environments. You'll hear how these treasurers have navigated career transitions, championed digital transformation, and maintained strong internal and external relationships - all while keeping treasury at the strategic core of their businesses. Whether you're early in your treasury career or leading a team yourself, this episode is packed with actionable insights and leadership wisdom.Main topics discussed:Unique career paths into treasury: from construction sites to consultingBuilding treasury from scratch in large global companiesKey traits and values when hiring treasury team membersBalancing automation with the human element in treasury operationsManaging global and remote treasury teams effectivelyThe strategic importance of treasury in decentralised business modelsUsing training and internal advocacy to strengthen treasury's business roleNavigating change, transformation, and technology with limited resourcesBuilding credibility with CFOs and other senior stakeholdersReal-world examples of treasury leadership during periods of growth and uncertainty----

Paul McMeekin talks with Coupa's Bill Wardwell about how embedded payments are transforming finance. Learn how Coupa and Bottomline are helping businesses streamline supplier payments, reduce fraud, and unlock ROI—all within a seamless user experience. Plus, Bill shares his top advice for CFOs on turning payments into a strategic advantage.

Stepping into a PE-backed CFO role? You're not just signing up for financial reporting; you're stepping onto a burning platform. Scott Engler, CEO & Co-founder of Sync Executive Partners, sits down to discuss what separates “A-player” CFOs from the rest in the high-stakes world of private equity. Scott shares the mindset shifts, leadership capabilities, and stakeholder dynamics CFOs must master to drive transformation, align their teams, and quickly build investor confidence. Whether you're already in a PE-backed seat or looking to make this career shift or leading finance elsewhere, this episode provides a framework to lead with confidence and clarity. Discussed in This Episode: What makes a PE-backed CFO different from a public or VC-backed one The #1 mindset shift you need: ownership of all outcomes Why transformation, not just reporting, is now a CFO's responsibility How top CFOs drive performance, alignment and strategic clarity How to build credibility with stakeholdersFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

AI adoption in the tech sector has reached a tipping point, and the latest EY Technology Pulse poll offers a fascinating look at just how quickly things are moving. In this episode, I'm joined by Ken Englund, Partner at EY, to unpack the survey's findings and what they reveal about the next two years of AI in enterprise. Conducted with 500 senior tech executives from companies with more than 5,000 employees, the poll focuses on AI agents, autonomous deployments, and the shifting priorities that are shaping investment strategies. Ken shares why half of the respondents expect more than 50% of their AI deployments to be fully autonomous within 24 months, and why optimism around AI's potential remains high. He also explains a notable shift away from last year's heavy focus on large language models toward applied AI and agentic systems designed to handle real-world business workflows. While 92% of tech leaders plan to increase AI spending in 2026, the investment isn't solely about technology—it's about competitiveness, customer experience, and strategic alignment. One of the more surprising takeaways is the human side of the equation. Despite headlines predicting widespread job losses, only 9% of respondents anticipate layoffs in the next six months, down from 20% last year. Instead, companies are balancing upskilling existing staff with bringing in new AI talent, with roles emerging in areas like MLOps, AI product management, and forward-deployed engineering. Ken and I also dive into the growing weight of governance, data privacy, and security. With autonomous agents becoming more embedded in core operations, boards, CFOs, and audit teams are taking a closer look at trust frameworks without wanting to slow innovation. The conversation highlights a critical inflection point: most companies are still in the “automating existing workflows” phase, but the real breakthroughs will come when AI enables entirely new business models. This episode is a snapshot of a sector in rapid evolution—where enthusiasm is tempered by lessons learned, and where the road from pilot to production is still full of challenges. You can read the full EY Technology Pulse poll here.

We love to hear from our listeners. Send us a message. On this week's episode, Bill Holodnak, Cofounder and CEO of Occam Global, a life sciences executive recruitment firm (and occasional investor), shares insights from his decades of experience pairing executives with drug development companies, and talks about the psychology of successful biotech leadership. From building an advisory board to the sequencing of executive hires, such as CSOs, CMOs, CBOs, and CFOs, as a company grows, Holodnak offers specific tips to help founders and investors create leadership teams capable of winning the "slow motion roulette" business of biotech.   Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

The market is changing, and it's not just about inflation or interest rates. It's rewriting valuations, reworking supply chains, and reshaping your disclosures. This episode of The Pre-Read, brought to you by Workiva, explores what happens when market volatility meets materiality, and why CFOs, GCs, and audit chairs are all paying attention. We feature insights from Nick Mazing of AlphaSense and Josh Gertsch, Workiva Industry Principal for Capital Markets, on the unpredictable forces at play. Nick discusses the messy and varied impact of tariffs, noting that the deal-by-deal approach has created an unpredictable environment, even for companies expected to benefit. He also touches on how AI is maturing in corporate disclosures, the return of M&A, and the growing number of companies allocating to Bitcoin. Josh provides a historical perspective on the IPO market, highlighting the biggest boom in over 20 years, followed by some of the worst years ever, and its current upward trend. He explains that despite a large pipeline of companies ready to go public, market volatility—especially with changes over 20%—is preventing deals from being priced. He advises companies to focus on what they can control, such as refining their equity story and ensuring operational readiness, while they wait for stability. Timestamps: 03:00 The messy and explicit nature of tariff disclosures 06:25 The copper example: Who are tariffs really helping? 09:15 Other topics showing up in earnings releases: AI, inflation, and M&A 11:00 Interest rates, inflation, and the new normal 13:50 The return of big M&A deals 15:45 The risk of assessing the impact in SEC filings 18:50 Josh Gertsch's background and expertise in capital markets 21:30 What happened to the pent-up demand for IPOs 25:30 What needs to happen for the IPO window to open again 30:40 The importance of the equity story and operational readiness  #IPOs #CapitalMarkets #Tariffs #M&A #Finance #Workiva #MarketVolatility Subscribe to catch all our upcoming episodes and never miss out on the latest discussions in all things accounting and finance.    

With a decade of experience at Yext, a company now approaching half a billion in ARR, Darryl Bond has seen it through negative EBITDA margins, executive turnover, and company-wide resets. In this episode, he sits down with CJ to talk about his approach to the finance function, which involves prioritizing growth over compensation, tackling the messy problems head-on, making the hard P&L calls in the “grey zones,” knowing when to ask for help, and staying focused through the tough times. Darryl shares how he scaled from controller to CFO, and how, in the process, he made sense of the chaos, led with transparency, and built a high-impact finance function that doesn't just report the numbers, but also drives the business. He explains the role of systems and processes in scaling operations, the mistakes he made early in his management journey, and why relationship-building has been the real unlock in his career. They dive into building deal desks, what operational excellence really means, and capital allocation decisions that actually start with listening to the customer.—LINKS:Darryl Bond on LinkedIn: https://www.linkedin.com/in/darryl-bond-788b962a/Yext: https://www.yext.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:“Run Toward a Tough Market” — Developing the Hard and Soft Skills To Be a Great Finance Leader — —TIMESTAMPS:(00:00) Preview and Intro(02:49) Sponsor – RightRev | Navan | Rillet(06:54) The Reasons for Darryl's Career Loyalty(08:58) Prioritizing Learning Over Comp(11:09) What Yext and Its Finance Function Looked Like in 2015(15:40) Sponsor – Pulley | Brex | Aleph(20:03) Choosing Which Messy Problems To Take On(22:00) The Right Time To Create a Deal Desk(23:39) When To Bring General Counsel In-House(24:36) Asking for Help and Building a CFO Network(28:25) What Operational Excellence Looks Like in the Finance Team(31:11) Staying Focused Through Tough Times(35:39) Making the Hard P&L Calls In the “Gray Zone”(37:05) The Importance of Talking to Customers(38:30) A Guide to Communicating the Bad News(40:25) The Role of Systems and Automation in Gaining Control of the P&L(43:07) Capital Allocation Decisions: Yext's Two Recent Purchases(45:06) Build, Buy, or Partner(47:57) The Pros and Cons of Being a Sub-$1B Public Tech Company(49:38) How To Get (and Lose) Sell-Side Analyst Coverage(51:04) What Excites Darryl Most About Yext's Current Stage(53:13) Long-Ass Lightning Round: A Career Mistake(54:36) Advice to Younger Self(56:17) Finance Software Stack(57:42) Craziest Expense Story—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.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 https://navan.com/runthenumbers for your demo.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.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: https://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 https://www.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 https://www.getaleph.com/run#CFOLeadership #FinanceLeadership #FinanceStrategy #OperationalExcellence#BusinessTurnaround #CapitalAllocation This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value.   What You'll Hear: [5:00] What is a fractional CFO? [10:00] The difference between CFOs, CPAs, and bookkeepers [20:00] How to get value from your CFO, even with messy books [30:00] The importance of goals and “money trauma” [40:00]Building a flexible, family-friendly business model   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.