Podcasts about cfos

Este podcast es posible gracias a Santander:https://online.bancosantander.es/landings/cuentas/cuenta-autonomos/Bienvenidos a esta tertulia en directo con Jordi Romero, Bernat Farrero y César Miguelañez.Empezamos hablando con la montaña rusa de Windsurf, la compañía que pasó de facturar 0 a 80 M $ en doce meses, intentó venderse a OpenAI y acabó viviendo un “Acqui-hiring” express de Google por 2,4 B $ mientras Cognition compraba los restos y 250 empleados se quedaban en tierra de nadie, un culebrón que abre un debate crudo sobre si hoy vale más el talento que el ARR .Conversamos con Ilya que desgrana por qué Grok 4 ha doblado el récord del benchmark ARC‑AGI y, entre aplausos y pullas a Elon Musk, discutimos si es el modelo más potente o simplemente el menos alineado con los “guard‑rails” tradicionales . A partir de ahí saltamos a la “guerra de los navegadores con IA”: ARC patina y Perplexity presenta Comet, un agente que navega y hace clics por ti, mientras OpenAI contraataca integrando su propio navegador en ChatGPT; todo ello dispara la eterna pregunta de si el SEO tal y como lo conocemos está condenado.Hablamos Carla y Jia, cofundadores de Theker, para celebrar en directo la mayor ronda seed de la historia en España —21 M € liderados por Kibo, Kfund e Inditex— y explicar cómo sus robots “tipo ChatGPT” aprenden tareas industriales sobre la marcha, por qué patentan sus grippers y cómo la velocidad es su verdadero moat . Analizamos la subida de precios de Cursor, las fugas a Cloud Code o Copilot y la fragilidad de cualquier startup cuando el proveedor de modelos le cierra el grifo .Entre preguntas del público surgen dilemas sobre CFOs en etapa seed y la utilidad de los SDR en la era de los agentes.Sigue a los "tertulianos" en Twitter:• Bernat Farrero: @bernatfarrero• Jordi Romero: @jordiromero• César Migueláñez: @heycesrSOBRE ITNIG

If you're an accountant, AI might be coming for your job, but today's guest believes that there's never been a better time to be in the profession. CJ is joined by Scott Spiegel, the COO and former CFO of the American Institute of Certified Public Accountants (AICPA). He has decades of experience in finance and leadership at the intersection of business, mission, and membership. He breaks down how the accounting profession has changed and what skills you need to embrace in order to thrive in today's world. He also shares insights into the surprising overlap between accounting and sales, the soft skills required for a successful accounting career, and the business dynamics of nonprofits, which, contrary to public belief, can and do make money. He also tells the story about how he uncovered fraud before making his predictions for the future of accounting.—LINKS:Scott Spiegel on LinkedIn: https://www.linkedin.com/in/scott-spiegel-cpa/American Institute of Certified Public Accountants: https://www.aicpa-cima.com/homeCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Netflix Co-Founder Shares the Secrets to Being a Great CFO - Scoring Big: The Playbook for Nonprofit Financial Success with USA Hockey CFO Kelly Mahncke - Budgeting Your External Facing Time as a CFO: Tipalti's Sarah Spoja - —TIMESTAMPS:(00:00) Preview and Intro(02:43) Sponsor – RightRev | Navan | NetSuite(07:21) An Intro to the AICPA(09:25) How the Accounting Path Has Changed in 20 Years(13:37) The Talent Crunch and the Relationship Side of Accounting(15:05) If You're an Accountant, Your Job Is Sales(16:02) Sponsor – Pulley | Brex | Aleph(20:12) The Relationship Side of Sales(23:00) Scott's Personal Product Market Fit at AICPA(24:55) Making Lateral or Downward Career Moves(27:39) Fighting for the Role You Want(30:48) Why Leaders Don't Have To Know All the Answers(33:57) A Nonprofit Can Make Money(36:16) How AICPA Has Changed the Way They Recruit for Talent(40:35) The Constraints That Come With Being a Nonprofit(42:41) No Mission Without Margin(44:35) AI in AICPA and the Accounting Industry(49:14) Keeping Your Job in the Era of AI(52:13) Stories About Fraud(55:57) How Fraud Has Changed Over the Past 5 – 10 Years(58:04) The Future of the Accounting Career Path—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.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: 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#accounting #AIAndAccounting #AICPA #FutureOfAccounting #FinanceCareers Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of The SaaS CFO Podcast, I had the pleasure of speaking with Julio Martinez, co-founder and CEO of Abacum. Julio shares his path from investment banking and FP&A roles to building a top-tier financial planning and analysis platform that supports companies from Series B through IPO and beyond. He dives into how Abacum is redefining business planning for finance teams, empowering them to manage increasing complexity as they scale. Julio discusses the fundraising journey, including what it took to secure over $100 million in capital and the different expectations at each round. He also breaks down the key SaaS metrics investors care about, strategies for efficient and sustainable growth, and the importance of building strong foundations rather than chasing shortcuts. If you're interested in metrics-driven growth, scaling SaaS businesses, or want a firsthand look at what it takes to lead a high-growth fintech startup, this episode is packed with actionable insights. Tune in to hear how Abacum is leveraging AI, developing a customer-obsessed platform, and what's next on their roadmap. Show Notes: 00:00 Versatile Business Planning Platform 04:23 Finance Targets in Diverse Sectors 07:08 Series B: From Ambition to Rationality 11:09 Building Strong, Sustainable Businesses 15:32 "Scaling Cold Outreach with Tech" 16:14 Targeted Email Outreach for CFOs 22:01 "Building Unbeatable, Sustainable Products" 23:43 "Building a Long-Term Iconic Business" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/abacum-raises-25-million-in-series-a https://www.thesaasnews.com/news/abacum-raises-60-million-in-series-b Julio Martinez's LinkedIn: https://www.linkedin.com/in/thejuliomartinez/ Abacum's LinkedIn: https://www.linkedin.com/company/abacum-io/ Abacum's Website: https://www.abacum.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

B2B marketing has long been stuck with a somewhat boring reputation: rational, buttoned-up and forgettable. Tim Hoppin is on a mission to change that. As chief brand and creative officer at SAP, he's helping one of the world's largest software companies embrace big creative swings — and prove that business buyers are humans too. Episode TranscriptPlease note, this transcript  may contain minor inconsistencies compared to the episode audio. Damian Fowler (00:00):I'm Damian Fowler.Ilyse Liffreing (00:02):And I'm Ilyse Liffreing. And welcome to this edition of The Big Impression.(00:09):You might be wondering, wait, what? Isn't this The Current Podcast? I'm here to listen to brand marketers talk about the highs and lows of their brand campaign. I know I am. Well, rest assured, we've just had a little bit of a brand refresh. We're now the big impression, andDamian Fowler (00:27):That's official shout out to our creative team for the new name, which I really love actually.Ilyse Liffreing (00:32):So without further ado, let's kick off this new season with a great guest.Damian Fowler (00:39):And today we are delighted to be joined by Tim Hoppin, the chief brand and creative officer at SAP.Ilyse Liffreing (00:45):Now, SAP makes software that helps big companies run everything from payroll to supply chains, all in one integrated system. It was recently hailed by brand Z as a 23rd most valuable brand on the planet.Damian Fowler (01:00):And no doubt, some of that's thanks to Tim. He's a brand builder who spearheaded the tech company's recent B2B campaign, unstoppable, which was shortlisted at this year's Cannes Lion, and that's where we sat down with him. So we're going to start out with this sort of philosophical frame. Ryan, you have said that a brand must influence everything a company makes, says and does. Could you explain that philosophy a little bit?Tim Hoppin (01:29):Yeah, sure. I think a lot of people even just kind of reduce it down to branding, like the colors and things like that and maybe the expression a little bit. But the way I think about a brand transmits meaning to people, and it does that through lots of different formats. So when I say what a brand is, what you make, you're actually affecting the service or the product that you're actually delivering to the world. So my classic example is Harley Davidson. Those motorcycles don't use plastic and they do that very specifically because they want the brand to be expressed a certain way in products. And then when I say a brand is what a company says, that's your marketing, your communication, and then what you do is your activations, your choices on what kind of companies you're going to invest in and so on and so forth. But it's all three.Ilyse Liffreing (02:25):Yeah. Can you walk us through your recent SAP campaign, which I believe is called Unstoppable?Tim Hoppin (02:31):The campaign was built to communicate a new way we're going to market with our products, which is bringing together all the different parts of the software that we make. We tie together, we call it the SAP Business suite, and we're dramatizing it with sort of metaphors that bring it to life. For instance, sometimes if you're in business and you're in charge of something, like being head of it could feel like you're literally underwater. So we recreated what literally happens when the entire office goes underwater. So we filmed the entire office submerged underwater, and people are trying to go about their business. And of course at the end we introduced our product, which kind of drains it and gets things back to normal. And another example, sometimes when you're trying to innovate, it's like an uphill battle. So you start off and the entire building tilts on its side and we kind of go in this metaphor world where the COO is trying to march up a hill and things are coming at her and she's trying to dodge it. So they're all metaphors that we can kind of associate, but they're also very real stories. Every one of 'em is based on an actual customer story.Ilyse Liffreing (03:47):Very fun. What would you say are the key consumer business insights behind this campaign?Tim Hoppin (03:54):Yes, because purely B2B, our research is a little bit, you have to be more precise in getting those insights. So a lot of it has to do with doing interviews because there's not like a survey you're going to send out to a bunch of CFOs or CEOs and they're going to respond. They're pretty busy people. But we can do other things like get some individual interviews. We do quant studies as well as well, but it's easier to get real insights when you actually talk to real people. So more like anthropology research, I'd say, than sort of traditional marketing broad surveys.Ilyse Liffreing (04:35):Some people might say that emotional storytelling and B2B business campaigns are almost like a oxymoron of sorts. Is that at a conundrum would you say,Tim Hoppin (04:51):How many times have you seen a piece of content that's using just stock imagery talking about functional stuff and you just ignore it? And so there's this perception that that's what everybody wants and does. We are seeing a renaissance in B2B where emotional, strong, insight-driven work is what works. And so I think you're going to see more and more of that as people realize that it actually is more effective.Damian Fowler (05:22):It's interesting to me that the B2B is being put out on what you might consider consuming channels. I'm just curious to hear your take on why that was important and basically how did you activate this campaign and where did you want to put it?Tim Hoppin (05:38):Yeah, so our media team and working with their agency took the brief that we're trying to do two things. We're trying to both lead people that are maybe in market ready to buy, lead them into our ecosystem and get in touch with our salespeople. But we also recognize that SAP as a 50 plus year old company has some perceptions out there and we need to constantly reeducate the marketplace about who we are, what we stand for, and then also present ourselves to the next generation. 71% of all B2B buyers are either millennials or Gen Z, 71%.Damian Fowler (06:20):Wow, that's a amount.Tim Hoppin (06:22):Yeah, it's a lot. So to become and stay relevant, even as the world's largest enterprise software company, you can't rest on your laurels. So some of those media tactics, like being in airports or some television buys in very targeted ways is designed to get broad enough reach so that we can get people familiar with us and start to understand what we stand for so that when they're ready to buy, they're not just hearing about us for the first time. And then of course we're looking at the real data, what's happening out there? Happy to say that all of our creative work has got five stars, or hybrid is the highest you can get the system one, we're beating every industry benchmark. And then in market, the performance that we're seeing in the market is also way above all of our benchmarks. So we're excited because as we like to say, if creative doesn't work, it's not working.Ilyse Liffreing (07:14):Was there an insight that you say you took away?Tim Hoppin (07:18):I had a strong hypothesis that there would be some disruption just from visually the way the campaign is presented, especially the films. I think the thing that's really surprised me as we did our research, what a chord. It's striking with people. There's one comment that came through just from the qual study that we did where people were saying, you finally get me. Not only is the content visually arresting, but emotionally resonant, people really feel seen. And to your comment earlier about like, Hey, B2B is seen as traditional and there's such a, I'd say a traditional and sort of safe approach to just use business people doing businessy things and boats and cars moving fast and satellites flying by the camera and putting a logo at theIlyse Liffreing (08:14):End. I've seen that one. Yeah.Tim Hoppin (08:15):Yeah, I've made that one unfortunately. But to really take this risk and tell interesting stories that are based on real human insights and have emotion and are disruptive and have the very people that we're trying to reach go, thank you, thank you for seeing us, telling us a story that's different. I have this saying, if you want to be disruptive, you actually have to disrupt. And so there's also sort of a hungered SAP, we have to reinvent ourselves. We are in our product and our go-to market. And so the brand platform that we created over the last three years, now this is the next level, is taking the campaign higher. So I think we're on this momentum of transformation, and so it just felt natural to do it. And the way we're investing the does part's also coming true, frankly, the way we're investing in AI and kind of transforming what's possible from a 50 plus year old company. It's exciting.Ilyse Liffreing (09:12):Let's talk a little bit about ai.Tim Hoppin (09:14):Yeah, sure.Ilyse Liffreing (09:15):On that note, how are you guys investing in AI and what do you foresee(09:16): Damian Fowler (09:23):Creation play? Yeah, as a creative person, do you feel threatened by it orTim Hoppin (09:26):Not at all.Damian Fowler (09:29):Jump on your question. That is the question.Tim Hoppin (09:31):Yeah, it's the question of the week. Big question. It's come up so much. Actually, I was talking about this the other day.Ilyse Liffreing (09:35):You're probably tired of people talking about it.Tim Hoppin (09:38):No, I actually think what's been really refreshing is two things, always the first part of your question, which is as a company, we are basically transforming into a data and AI company. I think pretty much anybody who's going to survive has to do that. So we've made software for 50 years, but what all the companies that run on our platforms, it's the data that's the most valuable part, of course. And so the AI that we've developed is allowing people to run their businesses completely different ways. So we're investing in that as a creative person.(10:14):We're also starting to experiment with ai, for instance, trying to understand how people might react to our messages. I don't think that AI is going to replace creatives, but I think creatives are going to have to change. So you're going to have to act more like a director than a executor. I remember when I started in the business a few years ago, 25 ish, I remember the people who were still laying down typography by hand and everything. Every piece of printed material was proofed. The proofs would come into the agency and people were looking at it. And so all those people's jobs changed. And that's all this is. Human creativity will not and cannot be replicated, but it will require us to get better at being creative and know how to use these new tools.Ilyse Liffreing (11:10):Yeah, that's a great answer. We've transformed so much in 25 years. It's kind of bafflingDamian Fowler (11:18):Completely. Yeah.Ilyse Liffreing (11:19):So you're an agency guy. It does seem that B2B is getting better. Is it because of all these agency folks moving in? How?Tim Hoppin (11:30):Yeah, I think so. We're seeing, look, the agency world has changed and is contracting in some ways and it's really tough, but also it's creating opportunities for those same creative talents to move. And so it becomes a, I'd say rebalancing. I remember early in my career if you worked in a in-house agency, it was sort of looked down on like you're just not good enough for a real creative job, which was totally mean and not nice. But that was the perception. And now it's completely not that Some of the best work that's being produced is coming from in-house agencies. So you're seeing a migration from, and frankly, it's caused by clients. So clients are reducing what they're willing to pay agencies, which puts economic pressure on the agencies and they have to downsize. And then those great talented people need to pay their mortgage and put their kids through college and they're coming in house. And so my team is almost exclusively on my creative group, our exag agency people. And that's what I am too. And so that actually makes us better clients so we can work with our agencies and we know how to work with them and who they are, and sometimes we even know them from past lives. So it just makes the work better all around.Ilyse Liffreing (12:52):Is there anything in the creative realm that you're looking at or data about creativity that you think brands should co-op for B2B campaigns?Tim Hoppin (13:05):Yeah, I absolutely, interestingly, as we've seen this sort of spike in the AI chatter and everybody talking about it and sort of wringing their hands about what it's going to do for our jobs, there's been sort of a pushback in a really healthy way where people are saying, actually no humanity and really putting AI in its place, which is, it's just another tool. Yes, it's going to disrupt jobs. That is a true statement 100%, but it's not going to replace human creativity. And so as I said before, that reality is getting people back to what's important, which is storytelling, human storytelling, creativity, finding those interesting combinations that only humans can do. And that's where you're starting to see that come to life in B2B marketing is that, I said it earlier, I think it's a bit of a renaissance and a not cheesy way.Ilyse Liffreing (14:05):We have some last minute Rapid, rapid and fire, fire.Tim Hoppin (14:08):And this is your homeDamian Fowler (14:08):Stretch. Oh yeah, stretch. Stretch. Is there anything, Tim, that you're obsessed with figuring out right now?Tim Hoppin (14:17):Yeah, how to keep getting better. It's like I love seeing what people can do and I want to use new tools and new solutions. And so I'm trying to figure out where's all this AI stuff going to go and where's it going to be helpful? And how do you avoid the pit of generic communications that is a real threat from ai?Ilyse Liffreing (14:44):Did you have a favorite Cannes moment that made you stop and say, wow?Tim Hoppin (14:49):Yeah, I was in line for a session and there was a group of young lions, and this one kid, he had to be maybe 18, maybe 19, he still has his braces on, and he was so excited, so excited to be there and to go in. And I've been really worried that our industry doesn't have the next generation coming up. And I saw this kid and I was just so relieved that this kid was as excited about the start of his career as I was when I started. I mean, I would fall asleep with award animals to learn how to do this stuff better and that you could feel the energy from this kid. It was awesome.Damian Fowler (15:39):I'm so happy that a lot of students come to Cannes.Ilyse Liffreing (15:43):It is great. It fills your heart. Yeah, it does. It does.Damian Fowler (15:48):Last one.Ilyse Liffreing (15:49):So who beyond SAP, who else is doing B2B brand work very well in your view?Tim Hoppin (15:56):Well, GoDaddy won the Grand Prix for, I thought, a really fun piece of work, and it's targeted to small business, so I think you can be a little bit more courageous than sometimes we get to, but I just loved it for its wackiness and just audacious. And then also the way that they really just kind of carried across different mediums. The thing that was the best about it was they're trying to make the case for starting a small business, and they literally did that with a celebrity. It was brilliant.Ilyse Liffreing (16:41):And that's it for this edition of The Big Impression.Damian Fowler (16:44):This show is produced by Molten Hart. Our theme is by Love and caliber, and our associate producer is Sydney Cairns.Tim Hoppin (16:50):And remember, 71% of all B2B buyers are either millennials or Gen Z.Damian Fowler (16:57):I'm Damian. And I'm Ilyse,Tim Hoppin (16:59):And we'll see you next time.

As the financial world rapidly evolves, visionary leadership is paramount, and today we sit down with one of its most influential figures. In this episode, we have the incredible Stacey Ryan-Cornelius, an innovative and strategic business partner and results-focused growth champion who goes beyond the traditional boundaries of a CFO. Stacey shares her unique journey from accounting to leading one of the world's top agencies, revealing the strategies and philosophies that have guided her remarkable career. Listen in as she discusses navigating global markets, fostering innovation, and the critical balance between financial discipline and creative freedom. This insightful conversation delves deep into the challenges and opportunities in today's business landscape, offering invaluable advice for aspiring CFOs and leaders across all industries. Join us to discover how Stacey has not only witnessed but actively shaped the future of financial leadership, making her a trailblazer and an inspiration in the world of business and beyond.

AI is everywhere, but for many business leaders, it's still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems.From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. He discusses how ProCFO Partners uses AI internally, the mindset shifts needed to lead with curiosity, and how to embed AI exploration into company culture.One key insight: the best way to start isn't with the right tool, it's with the right question. By focusing on business issues you're facing and experimenting with AI as a collaborator, you can initiate progress without waiting for perfect answers or expertise.Maybe you're new to AI, experimenting already, or consider yourself a power-user; in any case, this conversation offers a practical guide for making AI work for your business, not just as a technology, but as a thought partner.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

The Chief Investment Officer at Christian Brothers Services, Steve Sliwinski, offers a highly approachable yet technically sound guide to nonprofit investment strategy. With decades of financial experience and dual designations as CFA and CAIA, Steve breaks down how organizations—regardless of size—can begin managing and growing their financial assets responsibly.From policy benchmarking and committee structure to modern investment tools and trends like IP transfers and crypto, Steve's insights will help demystify what can often be an intimidating subject. This episode is a must-watch for boards, CFOs, and executive leaders seeking clarity on how to begin—or refine—their investment approach.The discussion begins with a history of Christian Brothers Services, which evolved from a cooperative model among Catholic schools into a nationwide provider of retirement, insurance, and investment services for thousands of institutions. This story serves as an example of scalable collaboration and strategic vision, offering NPO's a compelling model for shared resource management.Steve explains that waiting for a major windfall to begin investing is outdated thinking. “It's certainly not out of reach to create a well-diversified portfolio with under $100,000,” he shares, emphasizing that even small recurring contributions—like payroll-deducted retirement savings—can grow into substantial assets over time. The message: nonprofits don't need to be large to think long-term.Much of the conversation centers around the role of the investment committee. Steve offers a fresh take, stating that technical expertise isn't always necessary. What matters most is “a long-term orientation and strategic mindset.” Ideal committee size? Three to seven individuals with high-level focus, not necessarily financial professionals.The conversation, with host Julia Patrick, continues into policy development and investment alignment with mission. Steve discusses how ESG (environmental, social, governance) or values-based screening—once costly—is now affordable and feasible even for small organizations. He encourages nonprofits to create an investment policy document in partnership with a consultant or a platform like Vanguard or Fidelity to ensure thoughtful, repeatable decision-making. He stresses the importance of sticking with the strategy through market fluctuations: “Set the policy at the beginning, know why it exists, and abide by it—especially in difficult times.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

#242 What Makes a Great CFO Mentor with Jen Burton https://open.spotify.com/episode/7HJsdEsjcZxTtIAj8mfRzH In this insightful episode of The GrowCFO Show, host Kevin Appleby interviews Jen Burton, a new mentor at GrowCFO and current Chief Financial Officer at RJE Business Interiors based in Indianapolis. Throughout their conversation, Jen shares her extensive experience spanning multiple industries including her significant 14-year tenure at Rolls Royce, where she implemented global finance shared services strategies and led successful system integrations. The discussion explores Jen's journey from public accounting to various CFO roles, highlighting her operational and strategic expertise. Particularly valuable is Jen's perspective on mentorship, as she discusses how her diverse experiences - from implementing ERP systems to managing finance transformations - have shaped her approach to guiding other finance professionals. Her unique background, including her skydiving experience, provides powerful metaphors for the trust and teamwork required in effective financial leadership. Key topics covered: Jen identifies primarily as an operational CFO with strong process-driven and team-oriented skills, though she has significant experience in strategic roles and as a trusted advisor Drawing from her experience implementing global finance shared services at Rolls Royce, Jen emphasizes the importance of change management and having the right people in the right roles Jen shares personal insights about overcoming imposter syndrome, offering practical advice for new CFOs on building confidence through breaking tasks into manageable steps The discussion explores how Jen's skydiving experience taught valuable lessons about trust and teamwork that directly apply to financial leadership Kevin highlights the distinction between mentoring and coaching, explaining that mentors bring valuable "war stories" and practical experience rather than just guiding mentees to find their own answers https://youtu.be/xMVa9RiS_pI Links Jen Burton on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:03 Introduction to Jen Burton as a new GrowCFO mentor and CFO at RJE Business Interiors 0:20:00 Discussion of different CFO types and Jen's identification as primarily an operational CFO 0:25:15 Jen shares her skydiving experience and the parallels to teamwork in finance 0:30:45 Exploration of Jen's experience implementing global finance shared services at Rolls Royce 0:38:20 Discussion about imposter syndrome and building confidence as a CFO 0:46:42 Kevin explains the value of mentorship and the importance of chemistry between mentor and mentee Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

FutureCIO discussions with CIOs and business leaders in Asia reveal key trends such as strategies revolving around increased AI integration, hybrid cloud adoption for flexibility and compliance, and the growth of edge computing for real-time data processing. Organizations are also prioritizing sustainability and security, with a focus on green cloud solutions and robust compliance frameworks. Into 2026, FutureCIO polls suggest that the convergence of AI and hybrid cloud will further accelerate digital transformation and innovation across various industries. Among the key trends we anticipate to arise from these include the strategic adoption of AI-powered hybrid cloud solutions, the rise of AI-as-a-Service (AIaaS), and the increasing use of cloud-native applications and SaaS-based intelligent solutions. In this PodChats for FutureCIO, Sean Flanagan, IBM vice president for IBM Power and IBM Cloud Technical Sales shares his observations of the challenges businesses around the world face as they modernise their operations, supported by hybrid cloud infrastructure that is expected to be secure and dynamically adaptive to evolving demands and regulation.1.       What are the key considerations for workload placement between on-premises data centres and hybrid cloud environments?2.       Business leaders are demanding CIOs modernise current infrastructure to take advantage of the promise of AI. At the same time CIOs are asked to make sure new IT strategies support sustainability initiatives. How can we balance AI infrastructure growth with sustainability and energy efficiency goals?3.       Legacy applications continue to be at the core of many governments and businesses in Asia. IDC found that over 60% of applications in use today are legacy systems. What strategies can we adopt to modernise legacy applications and maximise developer productivity using AI-driven tools?4.       Are AI-powered tools better than the best experienced technology experts?5.       CFOs are increasingly focused on cost optimization within their cloud environments, calling for strategies to manage and reduce cloud spending effectively.  How do flexible consumption models, such as IBM Power Virtual Server, support business agility and cost control?6.       IDC estimates that over 77% of organisations in Asia Pacific operate in a multicloud or hybrid cloud environment. This trend will continue as wholesale transformation and modernisation become essential to evolving business models. Disruptions, both planned and unplanned are inevitable. How can business maximise availability of their IT services?7.       Given all the innovations to date, including the new IBM Power 11, what advise can you offer CIOs and business leaders in Asia as they look to better optimise their workloads regardless of where the applications are running?   

Shoot us a Text.Episode #1094: Today we celebrate the industry's next generation with Automotive News' 40 Under 40,  explore why used EVs are the hottest deal on the lot, and dig into Tesla's underwhelming Grok rollout.It's time to recognize the rising stars shaping the future of the retail automotive business. Automotive News has released its 14th annual “Retail 40 Under 40” list, spotlighting the next generation of dealership leadership.This year's honorees include GMs, dealer principals, CFOs, and department heads making real moves in their stores and communities.Dealerships represented range from large groups like Hendrick and Lithia to family-run independents.Standouts include Stephanie Frink, president of Hennessy Auto Cos., and Jake Sodikoff, dual-store dealer principal and president of Steven Nissan and Kia.The list highlights broad roles—from finance and marketing to fixed ops—showing leadership can come from any department.“These honorees are driving change, growth, and innovation in one of the most competitive industries in the world,” said Automotive News in its announcement.In a cooling EV market, used electric vehicles are emerging as the best deal on the lot—thanks to deep discounts and looming tax credit expirations.Used EV sales hit a record 100,000+ units in Q2, buoyed by steep price drops of nearly 32% in 2024.Buyers like Christopher Andrzejczak scored vehicles for less than half their original sticker prices.Used EVs depreciate faster than gas cars due to concerns about battery life and tech obsolescence.Demand is surging ahead of the $4,000 used EV tax credit's scheduled end in September.Eli Cook and his wife, preparing to move from Missouri to California, bought a used 2020 Tesla Model 3 for $15,000 in cash to avoid high Bay Area gas prices and missing out on the soon-to-expire tax credit. “It really seems like we're buying the dip for used EVs right now,” Cook said.Tesla's latest software update (2025.26) includes the long-awaited arrival of Grok, Elon Musk's AI chatbot. But before you get too excited…Grok currently doesn't do much inside the car.Grok is only available in U.S. vehicles with AMD infotainment chips—basically, Teslas made after mid-2021.It's in beta and can't issue voice commands or interact with vehicle systems yet.Right now, it's just like having Grok on your phone… but on your car's touchscreen.Other software tweaks include syncing ambient lighting to music, personalized audio presets, and enhanced Dashcam Viewer tools.0:00 Intro with Paul J Daly and Kyle Mountsier1:10 Paul and Kyle are attending the 4th Annual Beaver Toyota and Mazda Golf Tournament2:20 The Automotive News 40 Under 40 List4:28 Used EVs are the Best Deal Right Now6:37 What Grok Currently Does In The Tesla AIJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

M&A deals usually involve a vast amount of legal fine print, and small oversights can have very costly consequences. To help you navigate this, CJ is joined in this episode by Trey O'Callaghan, a partner in Tech, M&A, and Emerging Companies at Goodwin. Trey breaks down the strategic role M&A lawyers play throughout the deal process in terms of both legal and business advice to help avoid costly missteps. The conversation explores when to involve legal counsel, issues like sales tax and contractor classification, and common deal-killers such as IP ownership and unresolved co-founder disputes. Trey also explains why earn-outs are the most litigated part of M&A deals and how to handle them wisely. The discussion touches on the personal implications of M&A deals for CFOs and how to negotiate adequate compensation. Trey also covers non-compete and non-solicit agreements, and the importance of understanding working capital fluctuations.—LINKS:Trey O'Callaghan on LinkedIn: https://www.linkedin.com/in/trey-o-callaghan-3196896a/Goodwin: https://www.goodwinlaw.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:12) Sponsor – Navan | NetSuite | Pulley(06:55) The Types of Law Trey Specialises In(10:08) When a Company Should Engage With an M&A Lawyer(16:52) Sponsor – Brex | Aleph | RightRev(21:24) Deals That Have Fallen Apart(24:15) Unpaid Sales Tax as a Common, Solvable Issue(25:27) Issues With Contractors and How To Solve Them(27:08) Problems With IP Ownership(28:37) Co-Founder Issues(29:43) The Most Litigated Part of M&A Deals: Earn-Outs(34:30) Choosing the Right Plan To Use To Sell the Company(37:11) Deal Fatigue(38:36) The TLDR on Earn-Outs(39:57) The Ideal Mindset for the CFO During the Deal Process(42:33) When and How To Negotiate Compensation as a CFO(47:55) Understanding Working Capital Fluctuations(52:25) Non-Competes: How They Work(56:34) Considerations for Non-Solicits(59:51) Closing Words for Anyone Doing an M&A Deal—SPONSORS:Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.#MandA #MergersAndAcquisitions #MandALawyer #earnouts #CFO Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

On our latest episode of The Future of the Firm podcast, Ben Tye, CEO of Gate One Consulting, caught up with Emma Carroll, Head of Content at Source, to discuss what clients want from growth and CX work today.  Ben shared his insights on the following matters and more:    While clients rarely begin by stating "we need to grow our business", this desire for growth is behind many of the challenges they raise, such as CRM system issues or new product launch hurdles. It is therefore crucial for consultants to link these discrete problems back to the ultimate business outcome of driving growth in order to tailor the services firms offer.  While traditional buyers like COOs, CTOs, CPOs, CFOs, chief digital & information officers, and chief transformation officers still buy services, consultants need to be careful not to assume these roles are buying the same services as they were historically. For instance, a chief people officer might now be more interested in technology and data insights. This leads to more cross-functional buying, plus two or three buyers may be involved, rather than a single sponsor, making the sales process more complex. Clients want support around the technological, operational, and data aspects of AI.   The need for ethical and responsible AI use is increasingly important to clients and is also driving consulting demand. Where AI-driven decisions influence customer experience or service delivery getting those right is particularly critical.  Clients are actively identifying and developing a backlog of AI use cases. Firms can help them manage these as a portfolio, using clear decision criteria to quickly determine if a proof of concept is viable. Interestingly, "edge cases" from this portfolio, rather than the immediately obvious ones, often prove to be the most impactful.    If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Andrew Brothers, former Chief Information Officer at Primark, about targeting tech investment as a CIO. 

Send us a textIn this episode of The Wall Street Skinny, we're back with fan-favorite guest Justin Resnick, Managing Director at Evercore, for a deep dive into the evolving world of private equity secondaries. This follow-on to our original “Secondaries 101” episode goes beyond the basics to explore how LP- and GP-led transactions are shaping today's deal landscape. With volatility still roiling the IPO and M&A markets, secondaries have become a vital tool for investors to unlock liquidity—and Justin walks us through the key innovations and trends driving this $200 billion+ market.We get into everything from the rising use of continuation funds to newer, more complex structures like collateralized fund obligations (CFOs) and subscription lines. Justin explains how these tools are being used strategically by endowments, GPs, and secondary buyers alike, and what it all means for fund liquidity, pricing dynamics, and return profiles. We also discuss why single-asset deals are booming, how secondaries are increasingly attracting retail capital, and why this space is becoming one of the hottest desks to recruit into on Wall Street.Plus, we couldn't ignore the headlines—so we weigh in on the growing tension between banks and private equity firms over early recruiting, Goldman's controversial new loyalty oaths, and what the new on-cycle freeze means for junior talent. Whether you're a student considering a finance career, an investor curious about secondaries, or just trying to make sense of how all the pieces fit together, this episode is packed with insight.For a 14 day FREE Trial of Macabacus, click HEREOur Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It's kind of equal parts fear and optimism,” he tells us. “You wonder: Am I going to have a job coming out of this?”But his then-CFO advocated for him, making clear to the acquiring company, “they can't lose you.” That moment, Schauer tells us, “swung the pendulum to the opportunistic side.”Rather than move on, Schauer leaned in—ultimately rising to become CFO of insightsoftware five years later. Today, he leads finance for a company that has completed 31 acquisitions and delivers AI-powered tools for CFOs—tools Schauer uses himself.Early in his career, a mentor CFO gave Schauer full ownership of budgeting, board reporting, and strategic analysis. That experience shaped his belief that finance is “a strategic operating partner.” It's a mindset that drives his approach today, from implementing daily agile forecasting to integrating AI across functions.“We are an AI-first organization,” he explains, with AI liaisons and company-wide training supporting adoption. Though measuring ROI can be tricky, he sees clear returns in efficiency and insight.Still, he keeps people at the center: “Is the team taken care of? Do they feel engaged?” For a CFO who's navigated acquisitions and transformation, Schauer tells us, team satisfaction remains one of his top priorities.

Welcome to the latest episode of the Jimmy Bonds Podcast, where we delve into the art of leadership with CEO and visionary executive advisor Ken Merritt. Known for his transformative leadership in Fortune 500s, nonprofits, and private enterprises, Ken shares his expertise on strategy execution, organizational redesign, and enhancing leadership gravitas. Join us as we discuss the importance of humility in leadership, the critical role of CFOs, and the journey to finding one's purpose through service and mentorship. Ken's insights on financial thought leadership and the nuances of leading in today's fast-paced, disruptive business environment are not to be missed. Whether you're a budding entrepreneur, established business leader, or aspiring to make a difference in your community, this episode offers valuable lessons on aligning values with strategic goals and the power of optimism in overcoming challenges.

Taylor sits down with Nico, a former tech sales executive turned short-term rental entrepreneur, to unpack one of the most creative and strategic STR journeys we've heard.Nico shares how he:Went from selling software to CFOs of billion-dollar tech companies to flipping homes in AustinUsed STRs to offset a major tax bill after a liquidity event—and never looked backBought and converted a 110-year-old Piggly Wiggly grocery store into a cash-flowing Airbnb duplexBuilt a 12-unit portfolio, including midterm arbitrage units for corporate travelersLaunched Live in Luxury, a white-glove service for high-earning W2 professionalsPartnered with data-driven operators to scale his business and serve busy investorsLeveraged cost segregation and depreciation to legally eliminate his tax burdenIf you're looking for ways to optimize your tax strategy, generate consistent cash flow, and invest in memorable, high-performing STRs, this episode is packed with insight. Learn more: LiveInLuxury.co___Episode Sponsored By:STR SearchSTR Search is the industry leading property finder service. They've helped investors acquire over 215 profitable STRs across the US. If you'd like the data professionals to help you find your next STR, reach out to STRsearch.com

Written by Ricardo Chacon and narrated by Gayle Crew. This article shows corporate real estate managers, CFOs, and workplace leaders how to locate – and defend – the “just-right” zone of space that maximises employee experience while minimising cost and carbon.

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

Forget endless product certifications. Kyle Asay shows you how to get reps talking to buyers (and generating pipeline) in two weeks — so you can crush quota with a team that stands on its own.

In the current tech landscape, everyone is experimenting with AI, but when it comes to finance, we tread more carefully. In this episode, CJ is joined by Amy Butte, the CFO of Navan, one of the most AI-forward travel and expense platforms in operation. Amy highlights how the company is weaving AI into its operating system, not just to summarize documents, but to manage financial workflows with real impact. With a career spanning Wall Street and Silicon Valley, Amy also discusses her journey from being the CFO of the New York Stock Exchange to her current role. She delves into her experiences as an audit chair and touches on the challenges and opportunities in building teams and navigating change. She also breaks down the dynamics of the build versus buy debate in the current tech space before sharing anecdotes about her unique experiences at the New York Stock Exchange and her perspectives on being a woman in leadership.—LINKS:Amy Butte on LinkedIn: https://www.linkedin.com/in/amybutte/Navan: navan.com/RunthenumbersExtraordinary Women on Boards: https://www.ewobnetwork.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:00:00 Preview and Intro02:59 Sponsor – MUFG | NetSuite | Pulley06:52 Conferences and Networking09:09 How Navan Has Implemented AI12:17 Whose Responsibility Is It To Drive AI Adoption14:50 The Risks Involved in Using AI in Finance15:50 Navan's New Bot “Miles”17:00 Sponsor – Brex | Aleph | RightRev | Navan22:31 The Operational and Financial Impact of Using AI at Navan23:36 CSAT Scores: Humans Versus Bots24:46 AI Within the Finance Department27:37 What an Audit Chair Does32:04 Using the Audit Chair Seat To Influence Business Outcomes33:33 Mentoring CFOs and Unlocking Opportunities As Audit Chair36:29 How To Become a Board Member or Audit Chair38:58 The Role of the Director Versus the Role of the Operator39:44 Building Teams and Empowering People48:48 Build Versus Buy in the Era of AI51:28 Partnering: Collaboration Versus Control53:07 A Story About the Security at the New York Stock Exchange55:36 Meeting the CEO of Merrill Lynch57:43 Leadership and Opportunities for Women in Finance1:00:37 Long-Ass Lightning Round: A Big Mistake1:01:31 Advice to Younger Self1:02:37 Finance Software Stack1:02:55 Craziest Expense Story—SPONSORS:MUFG is a global banking powerhouse that provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. Accelerate your growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.#Navan #AIFinance #FinancialTransformation #AuditChair #WomenInLeadership Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this special episode recorded live at the 2025 FCCS Learning Conference, host Stephanie Barton, SVP of Marketing and Communications for FCCS sits down with keynote speaker Tom Morrison to explore the role of Artificial Intelligence (AI) in modern organizations—and how leaders can harness it to expand capacity, not replace people.  “As leaders, we need to focus on sharpening the uniquely human skills that matter most—strategic thinking, relationship building, and emotional intelligence. Let AI handle the tactical, repetitive tasks so we can devote more time and energy to the work that truly drives connection and impact.” — Stephanie Barton, SVP of Marketing and Communications, FCCS  Tom shares his perspective on the power and promise of AI in transforming the way we work, offering real-world examples of how it can eliminate tedious tasks, unlock bandwidth, and help individuals and teams focus more on strategy, creativity, and human connection.  “Humans have an unmatched ability to apply common sense, adapt to change, and build meaningful relationships—skills AI simply can't replicate. Let technology handle the repetitive, administrative work so you can focus on what truly matters: connecting with people and driving impact.” — Tom Morrison, Life Coach, Consultant, and Author  Key Highlights:  AI as a Capacity Multiplier Tom explains why AI should be viewed as a tool to expand human potential—not as a threat to jobs.  Using AI for the Everyday and Extraordinary From helping parents plan birthday parties to assisting CFOs in analyzing complex data sets, AI can simplify life and business.  Debunking AI Myths Common fears around AI—like job displacement and misuse—are addressed, with advice on how to navigate them proactively.  Human Skills Still Matter Despite advances in technology, AI lacks empathy, creativity, and common sense—skills humans will always bring to the table.  Practical First Steps Tom encourages listeners to subscribe to ChatGPT and start experimenting daily—whether it's writing emails, planning meetings, or preparing for tough conversations.  The Future of Work and Leadership The conversation wraps up with insights on how AI will evolve in the next five years and why staying curious and adaptable is key for leaders and organizations alike.  Resources Mentioned:  Tom Morrison's Blog – Explore posts on association growth and leadership.  AssociationStrong Podcast – Tom's podcast focused on member engagement and association innovation.  PropFuel – Technology for associations to enhance member communication.  Betty Bot AI – A closed AI model designed for associations, supporting 140+ languages.  Forward Thinking Advice from Tom Morrison:  “Don't wait. Get the $20 paid version of ChatGPT and start using it every day. Use it to save time, spark ideas, and focus on what really matters—relationships, strategy, and growth.” 

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

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

Lenke Taylor joined us on The Modern People Leader to talk about her path from engineering to HR, and what it means to be a true business partner. We discussed how HR can lead alongside CEOs and CFOs, building high-impact teams, and how working in Europe has shaped her leadership approach.---- Sponsor Links:

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, the founder and CEO of Campfire. With backing from Y Combinator and Foundation Capital, Campfire is rethinking the general ledger using AI-powered workflows that streamline accounting and accelerate financial reporting. John shares his journey, his experience with traditional finance systems, and how Campfire is bringing AI to the forefront of finance transformation.John is the founder and CEO of Campfire, a cutting-edge AI-powered ERP platform that redefines how finance teams manage the general ledger. With a career that spans strategic roles in companies like Adobe, Magento Commerce, and Buildcon, John's expertise in finance and corporate development has helped shape his vision for the future of financial reporting. He shares insights on how his career led him to solve the pain points in the finance sector, particularly around outdated software and complex financial processes.Expect to Learn:How AI is transforming finance systems, especially in accounting and financial reporting.The challenges of ERP implementation and how Campfire is tackling them with AI-powered solutions.Insights on getting closer to a “day zero” close and speeding up financial closing cycles.The evolution of the general ledger and how modern ERPs are rethinking traditional finance tools.John offers practical insights and forward-thinking strategies for embracing AI in finance. If outdated systems and slow processes have been holding you back, this episode provides a refreshing look at how AI can drive efficiency and smarter decision-making in finance.Follow John:LinkedIn - https://www.linkedin.com/in/johnglasgow/Website - https://campfire.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:23] - John's Background[01:34] - $35M Series A Announcement[02:46] - Career Background & Campfire[04:45] - Long-Term Vision & Career Decisions[07:22] - Accelerating Financial Close[12:05] - Modern Ledger vs. Legacy

On Thursday, June 5th, we hosted CMO Series Live 2025 in New York. Throughout the day, we witnessed sessions led by senior marketing leaders and managing partners. Today, we are revisiting one of the standout sessions of the day, which explored the way AI is reshaping the landscape for legal marketing and business development.  Moderated by Sam Page, we heard from: Jen Leonard, Founder & Principal at Creative Lawyers,  Darth Vaughn, Associate General Counsel & Managing Director, Policy and Legal Operations at Ford Motor Company Bridget Mary McCormack, President and CEO at American Arbitration Association Jim Metzger, Chief Financial Officer at Reed Smith Jen, Darth, Bridget, and Jim addressed how CMOs can adapt to recognize and meet their clients' needs and expectations, and how to make internal strategic investments in having AI-driven legal services. This special episode covers:  How AI is changing the conversations that they are having in their organizations The strategic steps CMOs should be taking to revolutionize business development and marketing models as AI comes into play Examples of specific AI deployments  The current positioning of the wider market for adopting and using AI, especially for clients of law firms   The methods to train and develop associates on the use of AI, whilst focusing on critical thinking The approaches that CMOs can take to having conversations with their CFOs on rationalizing the cost of implementing AI

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

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

What if the reason why so many transformations fail isn't due to poor strategy but due to poor financial storytelling?In this episode of The Only Constant, Aric Wood (Chief Strategy Officer, Tigerhall) discusses with Nellie Wartoft why senior change leaders must learn to "speak CFO" to win the resources they need and bill strategy activation resources as "ROI insurance". It's time to translate the realities you know all too well into terms your CFO will actually get. ----Connect with:⁠⁠⁠⁠⁠⁠⁠⁠Nellie Wartoft⁠⁠⁠⁠⁠⁠⁠⁠CEO of ⁠⁠⁠⁠⁠⁠⁠⁠Tigerhall⁠⁠⁠⁠⁠⁠⁠⁠Chair of the ⁠⁠⁠⁠⁠⁠⁠⁠Executive Council for Leading Change (ECLC)⁠⁠⁠⁠⁠⁠⁠⁠nellie@tigerhall.com

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Matt Topham, Director of Practical CFO, to explore what makes a modern CFO truly effective—from KPIs to strategic decision-making.Key topics covered:Matt's unconventional journey to CFOThe realities of working as a fractional CFO and identifying clients ready for changeHow to use KPIs like productivity, overhead rate, and LTV to CAC to guide decisionsWhy speed and imperfection often beat precision in fast-moving environmentsManaging cash, growth, and riskPractical tips for new CFOs on building meaningful KPIs and driving strategic clarityLinks mentioned: Matt's Linkedin Learn more about Practical CFO Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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