Podcasts about chief financial officers

D.C. Mayor Muriel Bowser unveiled her proposed $22 billion budget last week. Faced with a tough financial outlook, her spending proposal includes cuts to social safety net programs and some business-friendly tax incentives. There's also a billion dollars to help the Washington Commanders build a new football complex and redevelop the old RFK stadium site and a proposal to repeal a tipped minimum wage increase. Mayor Bowser joined the show to discuss, including how the city is moving away from relying on a federal workforce, and why she's betting big on sports and entertainment.She noted that some 40,000 people in the District could experience a job change because of massive federal cuts, which means shifting the city's economy."If our Chief Financial Officer is right, we think it's up to us to bend the curve in terms of job growth," she said.Mayor Bowser also discussed safety during World Pride, including the closure of Dupont Circle, historically the center of Pride celebrations."As we speak, we're working on an alternative to that site," she said, noting that celebrations beyond one side, with plans for events across all eight wards.  Asked about ongoing preparations for Trump's military parade later this month, she said the event is now a national special security event, which means the federal government will take the lead on security,  logistics, and will handle the upfront costs, similar to inauguration events.She also discussed her proposal for a public-private partnership to build a new D.C. jail, which she says will help speed the construction of a new facility. 

The Energy Gang are at The American Council on Renewable Energy (ACORE) Finance Forum in New York City, which brings together industry leaders, investors, and bankers to discuss the hottest issues in clean energy. Host Ed Crooks and regular guest Amy Myers Jaffe talk to ACORE Chief Executive and President Ray Long about the uncertainty hanging over the industry following the debate in Congress over repealing energy tax credits. He talks about the reasons why a Republican president and Congress should preserve tax breaks for low carbon technologies to advance their energy dominance agenda. Ed and Amy also talk to Meghan Schultz, EVP and Chief Financial Officer of Invenergy, the largest independent power producer in the US, and to Ted Brandt, CEO and Founder of Marathon Capital. They explain the impact that uncertainty over tax credits has already had on their businesses. They discuss what rising demand from data centers means for electricity prices. And they explore the potential implications if subsidies for low carbon energy are scrapped.Finally, Ed and Amy reflect on what the proposed legislation could mean for energy competition between the US and China.This is the first of three special episodes from the ACORE Finance Forum. We'll be back tomorrow with further coverage of all the essential conversations at the event.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Avanish and Andrew discuss:Andrew's journey as an "operational CFO" from Sun Microsystems through ServiceNow, WalkMe, Lacework, and now Amplitude, being part of the team that built ServiceNow from $400M to $4.5B ARRWhy CFOs must "play chess, not checkers" - thinking several moves ahead about decision implications and making strategic investment pivots for anticipated future growthThe critical difference between multi-product and platform strategies: true platforms have definite customer adoption journeys where products aren't sold independentlyRecognizing platform readiness signals: when customers organically create their own workflows and use cases you never conceived, like hospitals using Amplitude for emergency room optimizationBuilding effective teams by mixing "veterans with rookies" to solve problems rather than just "admire problems," and driving focused execution around single key investmentsThe "fair exchange of value" approach to pricing and partnerships that emphasizes customer adoption, transparency, and simplicity over complexityAbout Avanish Sahai:Avanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits end educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early-to-mid stage startups in Silicon Valley.About Andrew Casey: Andrew Casey is Chief Financial Officer at Amplitude, where he leads Amplitude's General & Administrative organization, which includes finance, accounting, and legal. With more than 25 years of enterprise software experience, Casey brings deep financial expertise combined with extensive go-to-market strategy and business operations experience.Casey joined Amplitude from Lacework, where he served as CFO and oversaw its successful acquisition by Fortinet. Prior to that, he was the CFO of WalkMe, where he led its Initial Public Offering (IPO) and transformed its enterprise sales motion. Casey's career also includes senior finance roles with ServiceNow, Hewlett-Packard, NortonLifeLock Inc. (formerly Symantec), Oracle, and Sun Microsystems.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.LinksFollow our guest, Andrew CaseyFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, David Jackola, the newly-appointed Chief Financial Officer of APi Group, discusses his leadership journey from growing up on the Iron Range in MN, to leading teams in Europe, to becoming the CFO of a global organization.  He shares what he's learned about the importance of reflection, asking questions, listening, developing relationships, and why principles matters.   

Episode Summary:In this episode, Jonathan Boyar welcomes Chris Halpin, Executive Vice President, Chief Operating Officer, and Chief Financial Officer of IAC—a holding company known for its savvy capital allocation and track record of building internet leaders like Expedia, Match Group, and Ticketmaster. Chris brings a unique perspective shaped by senior roles at the NFL and Providence Equity before joining IAC. He and Jonathan explore how IAC is navigating today's market, why the stock is significantly undervalued, and how the company is positioning key holdings like Dotdash Meredith, Turo, and Care.com for long-term success. Whether you're an investor, media strategist, or just someone fascinated by the business of the internet, this episode offers a front-row seat to how IAC is building value in unconventional and often overlooked digital businesses. Topics Discussed Chris's unique journey from private equity to the NFL to IAC The transformation of Dotdash Meredith The business case behind IAC's OpenAI partnership How IAC is thinking about Turo's valuation, growth trajectory, and timing around a potential IPO Margin structure and monetization strategy in digital media IAC's approach to valuation, capital allocation, and market mispricing “Sacred cows” and how IAC avoids them Lessons from working with media rights at the NFL Why Chris thinks IAC is trading at a dramatic discount to fair value To learn more visit:www.boyarvaluegroup.comhttps://boyarresearch.substack.com/or follow us on X @boyarvalue    Biography:Christopher Halpin is Executive Vice President, Chief Operating Officer and Chief Financial Officer of IAC. Mr. Halpin leads corporate finance, accounting, M&A, investor relations, and administration functions while also overseeing the day-to-day function and execution of IAC's businesses. Prior to his appointment at IAC, Mr. Halpin spent nearly a decade in leadership roles at the National Football League (NFL), most recently serving as Executive Vice President, Chief Strategy & Growth Officer. In this role Mr. Halpin oversaw strategic planning and data and analytics, as well as key growth areas, including managing the NFL's international business and leading its legalized sports betting strategy. Other past leadership roles at the NFL include Senior Vice President, Consumer Products & Licensing, and Vice President of Media Strategy & Business Development. Before joining the NFL in June 2013, Mr. Halpin was a Partner and Managing Director at Providence Equity Partners. During his 13 years at Providence, Mr. Halpin worked across the firm's investment activities in the Media & Entertainment, Wireless/Satellite and Business Services sectors, and also opened and served as Co-Head of the firm's Hong Kong office. Mr. Halpin started his career in the Merchant Banking Division of Goldman Sachs & Co. Mr. Halpin is a graduate of Princeton University with an A.B. in Economics (Phi Beta Kappa, Magna Cum Laude), and is a board member of Turo, the Children's Scholarship Fund, the Ladies ProfesUnlocking Investment Opportunities Since 1975 At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com

On today's Legally Speaking Podcast, I am delighted to welcome back to the show Curt Sigfstead. Curt is the Chief Financial Officer at Clio. Curt has a wealth of experience in financial planning, accounting and investment banking. His expertise in financial leadership and understanding of SaaS and fintech is a valuable asset to Clio.So why should you be listening in? You can hear Rob and Curt discussing:- Clio's Customer-Centric and Strategic Growth Approach- Curt's Deep Financial Background and Transition to Operator Role- Evolving Role of a CFO at a High-Growth SaaS Company- Clio's Strategic Vision and Scalable Global Expansion- Significance and Impact of Clio's Series F FundingConnect with Curt here - https://www.linkedin.com/in/curtsigfsteadOur Sponsor, Clio - https://www.clio.com/uk/

We're proud to be the official media partner for the first-ever edition of The Lawyers Retreat, co-founded by Kate Burt and Kirsty Pappin, which took place 13–16 May 2025 in Cala Carbo, Ibiza.This collaboration is part of our bigger mission:Inspiring legal minds. Transforming legal futures.2025 is our 10x year—no playing safe, no repeating the same formula, and absolutely no following the crowd.We're investing in time, energy, and creativity to take the podcast global and partner with the most exciting initiatives shaping the future of law.Following the success of our Legally On The Move: Careers, Tech & Insights from Dubai miniseries, we're not slowing down…✈️ Our Destination: Ibiza.Get ready for:

Jim Carroll has lived in many places and done cool things. Jim reflects on his experiences at Harvard Business School, the challenges of starting in investment banking, and the lessons learned throughout his career. He emphasizes the importance of understanding volatility and resiliency.MORE ABOUT JIMJim Carroll is a Senior Wealth Advisor & Portfolio Manager at Ballast Rock Private Wealth, an SEC-registered investment advisor providing personalized private wealth management solutions, curated investment access, and unique expertise in alternative investments. Jim has specific experience in the development and implementation of systematic tactical ETF strategies across asset classes including volatility. Prior to joining Ballast Rock in 2023, Jim spent four years at Tidal Financial Group and founded wealth advisor LongRun Capital Management in 2003. His previous experience includes four years as Chief Financial Officer of a NASDAQ-listed company and sixteen years as an investment banker with Smith Barney, Kidder Peabody and Bear Stearns. He also served four years of active duty as an officer in the U.S. Army. Jim earned a BA in Psychology from Claremont McKenna College and an MBA from Harvard Business School.

BRAIN Biotech AG Q1 2024/25: Key TakeawaysBRAIN Biotech AG H1 FY 2024/25: Innovation Momentum and Strategic FocusPresented by Michael Schneiders, Chief Financial OfficerIn this strategic and transparent financial update, Michael Schneiders, Chief Financial Officer of BRAIN Biotech AG, guides investors through the company's final H1 FY 2024/25 results, providing insights into both operational progress and long-term positioning in the industrial biotechnology sector.Revenue Stability and Margin StrengthDespite macroeconomic challenges, BRAIN Biotech AG has demonstrated resilience, with group revenue reaching €27.3 million, a modest year-over-year increase of 1.5%. This growth was primarily driven by the BioScience segment, which posted double-digit growth, and the company maintained a solid gross margin of 31.6%, a testament to our favourable product mix and operational efficiency gains.Segment HighlightsThe BioScience division, focused on R&D services and tailor-made enzyme solutions, continues to thrive. With strong project demand and recurring customer business, this segment remains the primary growth engine and a testament to BRAIN's unwavering commitment to innovation-driven strategy.The BioIndustrial segment, which includes proprietary product sales, showed a temporary decline due to destocking effects in the nutritional ingredients business. However, CFO Michael Schneiders highlights that this is expected to normalize in the second half of the fiscal year.Strategic Innovation: Akribion GenomicsOne of the strategic highlights of the presentation is the continued progress in BRAIN's genome editing platform, particularly within Akribion Genomics, a BRAIN subsidiary focused on CRISPR-based cell targeting technologies. The company recently strengthened its IP portfolio and is progressing toward preclinical validation, positioning itself for potential out-licensing and industrial applications.Key Financial Metrics- Adjusted EBITDA at €0.6 million, showing positive operational leverage- Improved cost structure, with lower R&D and admin expenses compared to last year- Cash and equivalents at €9.4 million, ensuring liquidity for innovation and growthFY 2024/25 OutlookBRAIN Biotech confirms its full-year 2024/25 guidance, expecting:- Group revenue growth in the mid-single-digit percentage range- Further expansion in the BioScience segment- Strong progress on strategic partnerships and tech licensing modelsStrategic Transformation and Growth PathCFO Schneider emphasizes that BRAIN is transitioning from a pure service model to a dual-track model, combining revenue from both high-margin services and scalable biotech innovations. This strategic shift underscores the company's focus on unlocking value through deep-tech enzyme engineering, sustainable bioprocesses, and advanced genome editing, instilling confidence in our future direction.Conclusion: A Future-Driven Biotech EnablerThe presentation concludes with a confident outlook, reaffirming BRAIN Biotech's ambition to become a leading enabler in industrial biotechnology, particularly in green transformation, food innovation, and medical bioengineering.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Aidana Zhakupbekova, Chief Financial Officer, RydooTopics in the spotlight include the workplace and compliance benefits of AI, and the integration of AI in existing financial systems. You'll also hear comment on the role of smart audit AI in combatting expense fraud. Aidana Zhakupbekova, Chief Financial Officer of expense management platform Rydoo, speaks to Robin Amlôt of IBS Intelligence.

Our guest on this 46th episode of the 2025 season—celebrating Asian American and Pacific Islander Heritage Month—is Kaye Vitug, senior vice president and chief financial officer at Roche Diagnostics. Vitug shares her powerful personal and professional journey from growing up in the Philippines to becoming a top financial executive in the global pharmaceutical and diagnostics industry. She reflects on the values of education, service, faith and community that shaped her leadership style, and discusses the challenges of immigrating to the United States and navigating a corporate career as a Filipino American woman. Vitug also speaks about the importance of cultural agility, drawing from her global experiences in California, the United Kingdom, South Korea, Switzerland and now Indiana. She offers valuable insight into the responsibilities of a CFO, the importance of authenticity in leadership, and the role that mentorship, coaching and sponsorship play in developing emerging leaders—particularly those from diverse backgrounds. She emphasizes resilience, humility and strategic thinking as essential qualities for success, and shares how her career has been shaped by leaders who took a chance on her potential. This episode is a thoughtful reflection on inclusive leadership, global experience and the importance of creating environments where all professionals can thrive.

Grace Gallucci is the Executive Director for the Northeast Ohio Areawide Coordinating Agency, the Metropolitan Planning Organization (MPO) for greater Cleveland, responsible for transportation and environmental planning, as well as resource allocation in the five county region. She has held this post since 2012.Ms. Gallucci has more than 30 years of finance and planning experience in the field of transportation. Her prior posts include working for the Chicago Regional Transportation Authority where she held the titles of Deputy Executive Director and Chief Financial Officer, responsible for the Finance and Performance Management functions, as well as those of the department of Research, Analysis and Policy Development. She also held the positions of Director, Office of Management & Budget and Director of Finance for the Greater Cleveland Regional Transit Authority. She started her career in transportation as an analyst for the Office of Transportation, Broward County, Florida, working on both highways and mass transit issues.Ms. Gallucci has been an adjunct professor at Cleveland State University, Kent State University, the University of Illinois at Chicago and Northwestern University, teaching courses in public finance, economics, public policy and transportation management. Ms. Gallucci holds a Master of Science in Urban Studies from Cleveland State University, and both a Master of Public Administration and a Bachelor of Science in Business Administration from the University of Dayton.Ms. Gallucci has been the chair of the Northeast Ohio Sustainability Communities Consortium (Vibrant NEO2040) since 2013, receiving the Daniel Burnham Award for best comprehensive plan from the American Planning Association, its highest honor, in 2015.She is active in various professional organizations including the National Association of Regional Councils. She has served on research panels for the Transportation Research Board of the National Academies of Science and has been appointed by former US Department of Transportation Secretary Ray LaHood to serve on its Transportation Review Advisory Committee for Safety. She has received many honors including being named one of Crain's Business “40 under 40”, and receiving the distinguished alumni award from Cleveland State University's Levin College of Urban Affairs.

Todd Stein CEO of Brunswick Companies proudly announces the appointment of Michelle Hirsch and Rachel Weinberg as Co-Presidents marking a pivotal moment in the company's evolution as a third-generation family-owned, independent insurance and risk management firm providing commercial, professional, personal insurance, and surety bonds.This evolution reflects Brunswick's unwavering commitment to remaining independent while positioning the firm as an employer of choice that pairs high-touch, personalized service with innovative technology solutions.In their new roles, Michelle and Rachel will leverage their complementary strengths through a clear division of responsibilities. Both leaders have risen through Brunswick's ranks to shape key areas of the business. Michelle will drive strategic vision and growth initiatives for the company, building upon her success in transforming Brunswick Private Client. Rachel will focus on operational excellence and infrastructure, drawing from her extensive risk management and commercial insurance expertise to enhance Brunswick's service delivery and team development. "As a father and business leader, I'm incredibly proud to see Michelle and Rachel step into these roles," said Todd Stein, who will continue to serve as CEO. "They've earned this opportunity through decades of dedication to our clients and team. Their partnership ensures Brunswick will continue to thrive while staying true to our family values and independent spirit."Leadership Experience Michelle brings over 20 years of experience at Brunswick Companies, having founded Brunswick Private Client, a division dedicated to managing risk for high-net-worth individuals and family offices. Michelle holds an MBA from Case Western Reserve University's Weatherhead School of Management and the Certified Advisor in Personal Insurance (CAPI) designation from The Wharton School of Business and Chubb Insurance. Rachel has 19 years of insurance expertise, specializing in commercial risk management since graduating from the University of Hartford with a degree in Risk Management. She has been instrumental in turning Brunswick's commercial division into a powerhouse serving diverse industries, including real estate and manufacturing.Both Michelle and Rachel are sought-after speakers at national insurance industry events and serve on multiple non-profit boards, demonstrating their commitment to both professional excellence and community involvement.Under their joint leadership, Brunswick Companies stands ready to transform the insurance experience while staying true to its founding purpose -- protecting what matters most to its clients. "Having worked alongside Michelle and Rachel for many years, I've had the privilege of watching them develop into the leaders they are today," said Lew Patrick, Chief Financial Officer. "Their complementary abilities and shared commitment to Brunswick's success give me complete confidence in the road ahead." Vision for Innovation and Growth The sisters step into their leadership roles with complementary strengths and a shared vision. "In an industry that often feels impersonal, showing the love to our clients is what sets Brunswick apart," said Michelle. "We're committed to combining cutting-edge operations with the personal touch and genuine relationships that have always made Brunswick special." "We're investing in our people and technology to create an even stronger future," said Rachel. "By streamlining our operations, we're empowering our team to focus on what they do best — delivering the exceptional service experiences that define Brunswick." Brunswick Companies Founded in 1972, Brunswick Companies is a third-generation, family-owned independent insurance agency serving clients nationwide. With a commitment to "Insuring the world you love and everything in it," Brunswick delivers personalized protection through its private client, commercial, surety bonds, and professional liability divisions, complemented by comprehensive risk management services. The Brunswick team combines deep expertise with genuine care, building lasting relationships while safeguarding what matters most to clients. To learn more, visit www.brunswickcompanies.com.

Donderdag 22 mei: De Nationale Bank stelt gerust: onze banken en verzekeraars kunnen tegen een stootje, met stevige buffers en genoeg cash. Toch vraagt de Nationale Bank om nu al extra reserve aan te leggen – goed voor 2,5 miljard. Voor het geval er nog iets onverwachts op ons afkomt. Waarom groeit het ene bedrijf sneller dan het andere? Vlerick Business School vond tien mogelijke verklaringen. Vlaamse KMO's scoren het best op productontwikkeling, leiderschap en financieel beheer. Maar op vlak van besluitvorming, HR en digitalisering is er nog marge. Vooral AI wordt amper benut, vertelt Miguel Meuleman, professor ondernemerschap bij Vlerick.En zoals elk jaar gaat Trends op zoek naar de beste Chief Financial Officer in België. Dit jaar bekroonde een onafhankelijke jury Jean-Philippe Michaux van Puratos tot Trends CFO of the Year 2025. We bespreken het met Trends-collega Patrick Claerhout.  Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.

In this episode, the guys are joined by JP Lapointe, the Chief Financial Officer for Needham Bank ($5 Billion institution located in the Boston metropolitan area) as well as DCG colleague, Jeff Reynolds.  The four dig into JP's career progression from Wolf and Company to Northeast Bank to his current role at Needham.  JP also expands on the nuances of working for a "specialty asset" business, why banking cannabis is not for the "faint of heart", Needham's recent IPO and the "perfect time to go public", and why their customers have direct access to the CEO's personal cell phone.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Asking for help isn’t always easy, but sometimes, it’s the smartest thing you can do, especially when it comes to learning. Amanda Martin learned that firsthand as a parent. When her kids hit middle school, she started looking for academic support — something beyond worksheets and flashcards. She found that the tutoring landscape felt outdated and uninspired. So Amanda decided to build the kind of place she wished existed: Studyville — a modern, membership-based tutoring lounge where students can get expert help with homework, test prep, college admissions and more, all in a space that makes learning feel engaging. Some people join an organization just looking for a job. They’re in and out. Others stay long enough to build a career. And in rare cases, they end up shaping the future of that organization from the top. That’s exactly the story of Alicia Vidrine. She started at the Tiger Athletic Foundation as an intern during her last semester at LSU, and over the years, she climbed the ladder step by step. Today, she’s the Senior Vice President and Chief Financial Officer. Under Alicia’s leadership, TAF has expanded beyond funding facilities. Today, it helps power scholarships, operations and long-term support for student-athletes, all while adapting to a changing landscape in college sports. Working your way up the ladder in your career is never easy. It doesn’t matter if you can see the rungs of it from the start, or if you have to build your own ladder as you climb it. Both Amanda and Alicia exemplify this journey of growth and perseverance. Alicia climbed her ladder all while adapting to the ever-evolving world of college athletics. And Amanda built hers when looking for a better way to support her kid's education. Both of them saw opportunities to make a difference in their fields and took the bold steps necessary to bring your visions to life. Out to Lunch is recorded live over lunch at Mansurs on the Boulevard. You can find photos from this show by Ian Ledo and Miranda Albarez at itsbatonrouge.la.See omnystudio.com/listener for privacy information.

On this episode, we visit the Massachusetts Audubon Society (Mass Audubon). While there, we examine some objects related to the early history of the Society from Membership Specialist, Emily Gray. MHS Chief Historian Peter Drummey and Bancroft Poor, Chief Operating Officer and Chief Financial Officer at Mass Audubon, tell us about the Society's formation as an advocacy group at the turn of the twentieth century and how its goals have changed over time.  Learn more about episode objects here: https://www.masshist.org/podcast/season-4-episode-6-Mass-Audubon  Email us at podcast@masshist.org. Episode Special Guests: Bancroft Poor serves as Chief Operating Officer and Chief Financial Officer for Mass Audubon. In these roles, he is in charge of information technology, human resources, capital assets and planning, and financial functions, including budget preparation and monitoring, annual audit and tax preparation, insurance, contracting, investment liaison, and banking. He is a member of the senior management team and one of the primary staff contacts with the Board of Directors, serving as staff liaison to the Board Administration/Finance, Audit, and Investment Committees. In addition, he manages Mass Audubon's Belize program and works extensively on Mass Audubon's internal climate change and energy conservation initiatives. Bancroft Poor has been an employee of Mass Audubon since 1984. He is a graduate of Harvard College and holds a master's degree in Public and Private Management from the Yale School of Management. Emily Gray is a Membership Specialist with Mass Audubon. This episode uses materials from: The Bond (Instrumental) by Chad Crouch (Attribution-NonCommercial 4.0 International)        Psychic by Dominic Giam of Ketsa Music (licensed under a commercial non-exclusive license by the Massachusetts Historical Society through Ketsa.uk)        Curious Nature by Dominic Giam of Ketsa Music (licensed under a commercial non-exclusive license by the Massachusetts Historical Society through Ketsa.uk)

In this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of experience across various industries, including manufacturing, technology, pharmaceuticals, and nonprofits. As CFO at ACE, a nonprofit lending institution, she plays a key role in providing capital to entrepreneurs. Wassia has also been recognized as a 40 Under 40 honoree by CPA Practice Advisor and is the host of the podcast The Diary of a CFO. She's passionate about helping high-potential finance leaders step into executive roles and shares her expertise through coaching, speaking engagements, and teaching at the Wharton Online Certificate Program.Expect to Learn:How Wassia transitioned from FP&A to CFO and the unexpected challenges she faced along the way.The power of trust and relationships in becoming a key business partner, not just a number cruncher.Why being invited into decision-making conversations early is a game changer for finance teams.What it was really like dealing with the board of directors for the first time as a CFO.How to expand your influence and take a broader view of business to become a true strategic partner.Here are a few quotes from the episode:“In FP&A, it's important to build those relationships early and not just be the person catching up after decisions are made.” - Wassia Kamon“You can't be great at FP&A unless you are in the room where decisions are made. It's about having the trust to influence, not just report.” - Wassia Kamon“Good FP&A is when you're already top of mind to decision makers, and they come to you for input, not the other way around.” - Wassia KamonWassia delivers a powerful perspective on the role of financial leaders and the critical need for stronger relationships, trust-building, and strategic influence in today's business environment. This episode is essential listening for finance professionals, aspiring CFOs, and business leaders looking to enhance their impact, improve decision-making, and build stronger, more collaborative teams.Corporate Finance Institute: Master real-world finance skills with CFI's FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Wassia:LinkedIn - https://www.linkedin.com/in/wassiakamon/Website -

Today, we decided to mix things up a bit. Instead of hearing from our usual hosts or guests, we handed the mic over to someone... or rather something else: artificial intelligence. Yep, this entire episode is brought to you by AI—scripted, voiced, and curated without human chatter (well, mostly). We figured it was only fitting, since AI also played a big role in the creation of our latest study: The CFO Study 2024. What makes this study special is that it wasn't just shaped by human expertise, but also involved AI from the ground up. And now, we're closing the loop by letting AI take over the mic to tell the story. You'll hear about current trends, real-world use cases, and how AI might just transform the way finance organizations work in the future. Oh, and one last thing: bear with us if the AI doesn't quite pronounce our company name right. We're working on that for next time

God had this conversation in mind. We set up to talk business, and landed on family lessons. Randy's transparency is inspiring. From tough conversations with our kids, navigating a health scare with your spouse, to fighting against a generational pattern. This conversation left me wanting to make some changes, and it is my hope you are just as inspired.    In this episode, you'll discover…  What is a key trait to winning at work, and at home? (1:18) What can you do better to talk to your kids? (7:30) Breaking generational patterns. (12:16) Why he decided to call the police regarding his 15-year-old son. (32:11)   Randy's Bio:  Randy Blount has worked in the construction industry since 2003. Randy began their career at Copperstate Concrete as a Concrete Labor. In the same year, they joined Blount Contracting Inc. A Division of WW Clyde, where they have held various roles, including Vice President, President, Vice President (with a role description that included management of pre-construction services, overseeing project management teams, and developing business plans and sales strategies), Estimator, and Equipment Operator. In 2021, they joined BuildWitt as Chief Financial Officer and Advisor. Randy Blount attended Arizona State University from 2010 to 2013, where they earned a degree in Agribusiness Finance with a field of study in Global Agribusiness.   What's Next?  NEW!! Join the new RISE community. Check out my newest book, 'Rise and Go', HERE!

Members of the Public Servants Association (PSA) in Kimberley who have been suspended by the Department of Sport, Arts and Culture, say their suspension was unlawful. This is after they blew a whistle on some allegedly fraudulent transactions at the department, which include a matter currently before court implicating the Chief Financial Officer, former Head Of Department and another official. Tebogo Msimanga compiled the following report

Dr. Linda Kimberling—Retired Federal Executive, Educator, Business Owner, Author, Foster Ministry Founder, Mother, Grandmother and QuilterDr. Kimberling overcame early-life obstacles to serve the American public for 30 years in various leadership and managerial roles in the U.S. Government. Her tenure included Senior Executive Service member for 10 years in positions of Assistant Commissioner and Chief Financial Officer at Treasury and Department of Energy. She holds a doctoral degree in Organization and Management, a MS in Economics and a BS in Business and Education. As an educator, she served on the faculty at Regis Jesuit University and Southern Illinois University teaching Graduate Studies in Ethics, Leadership and Economics.She combined her experience in executive leadership, her education in organization and management, and her experiences as a Christian leader to author the book: “Faith Based Leadership–When the Odds are Stacked Against You”.Currently, she is the business owner of Log Cabin Quilt'N Sew offering long-arm quilting services and fabric to her customers. Log Cabin Quilt'N Sew fulfills her longtime passion to create and gift quilts to foster children currently in child placement facilities. Through the help of 70+ women across the country, “My Very Own Quilt Ministry” made and gifted over 700 quilts to foster children.Together, she and her husband live in Castle Rock, CO. They have 5 adult children and 6 grandchildren that keep them busy!www.logccabinquiltnsew.comhttps://www.facebook.com/logcabinquiltnsewhttps://www.instagram.com/logcabinquiltn/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/ Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-dr-linda-kimberling-owner-log-cabin-quiltn-sew

In this episode of The Brand Called You, Divyanshu Tambe, the co-founder and CFO of MeraPashu360 shares his journey from a corporate career to tackling the challenges of rural India's dairy sector. Learn how his company is revolutionizing cattle feed distribution, utilizing AI, and driving rural quick commerce to improve productivity and farmer livelihoods.00:35- About Divyanshu TambeDivyanshu is the co-founder and Chief Financial Officer of MeraPashu360.

Learn how to automate tasks, save time, and increase your profit. No Coding required!

As General Manager of PayPal's Small Business and Financial Services Group, Michelle Gill is responsible for bringing together the products and services that help small business owners run and grow their business. She is my guest for this episode of the Tearsheet Podcast. Michelle brings deep financial expertise and experience building platforms and tools that help customers manage their finances to her role on PayPal's Senior Leadership Team. Michelle was previously Senior Vice President of Intuit's business money management, payment, and banking service, QuickBooks Money Platform. Prior to Intuit, Michelle successfully integrated and expanded SoFi's lending business as General Manager and Executive Vice President of Consumer Lending and Capital Markets. Drawing on her early career experience as a Managing Director and Partner at Goldman Sachs, Michelle also served as SoFi's Chief Financial Officer before moving into the product leadership role. Before that, Michelle spent a decade leading the U.S. Assets business for global investment firm Sixth Street Partners. Given her career and experiences, Michelle brings a broad view of fintech innovation. She focuses on user-centered solutions. At PayPal, she leads efforts to help entrepreneurs navigate the complicated web of financial tools they often depend on. “The preponderance of [small businesses] use greater than 15 tools to run their business,” she shares. “What they got into business for is the passion… and yet they end up spending more time on things that are not what they love.” Our conversation explores how PayPal is actively trying to reduce that complexity. It does so not by offering more tools, but by making the ones they already use work better together. Gill outlines the strategy behind PayPal's cash flow-based lending model and how it fits within their open ecosystem, whether it's digital lending, embedded finance, or leveraging open banking.

This episode recorded live at the Becker's Hospital Review 15th Annual Meeting features Nick Olson, EVP, Chief Financial Officer at Sanford Health. Nick shares key leadership lessons, major merger milestones, and how Sanford is using technology to enhance financial performance, workforce engagement, and patient care across rural communities.

GDP Script/ Top Stories for May 3rd Publish Date: May 3rd PRE-ROLL: From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Saturday, May 3rd and Happy Birthday to James Brown I’m Peyton Spurlock and here are your top stories presented by Gwinnett KIA Mall of Georgia. GGC’s patient navigation program one of only a handful in the country Georgia Banking Company names new executive team members Truck driver, train crew walk away from collision in Buford without injuries Plus, the Stripers report with Dylan Dodd All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: 07.14.22 KIA MOG STORY 1: GGC’s patient navigation program one of only a handful in the country Patient navigators, a growing role in healthcare, help patients overcome barriers to care, improving outcomes for chronic and complex conditions. Georgia Gwinnett College (GGC) offers one of the few bachelor’s programs in patient navigation, growing from 24 to 276 students since its 2021 launch. Eduardo Montero, a GGC student, chose this path to assist patients in navigating the healthcare system, emphasizing compassion and advocacy. Originating from a 1990 pilot program by the American Cancer Society, the field addresses financial, access, and emotional barriers. With demand projected to grow 14% by 2032, GGC’s program prepares students for diverse healthcare careers or advanced studies. STORY 2: Georgia Banking Company names new executive team members Georgia Banking Company CEO Bartow Morgan Jr. announced two leadership promotions. Jeff Kraus is now Chief Financial Officer, bringing 25 years of financial expertise, including roles as CFO and treasurer. He’ll oversee financial operations and strategic growth. Margaret Whieldon steps into the Chief Experience Officer role, leveraging her 25+ years in marketing to enhance customer and employee experiences. She’ll focus on fostering collaboration and ensuring customer voices are heard. Both joined the bank in 2021, and Morgan praised their leadership as key to the bank’s future success. STORY 3: Truck driver, train crew walk away from collision in Buford without injuries A train collided with a semi-truck in downtown Buford on Tuesday at the Little Mill Road railroad crossing, causing significant debris but no injuries. Videos on social media show the truck stopped on the tracks despite signage warning against it. The Norfolk Southern train, blowing its horn, struck the truck, tearing its trailer apart and scattering debris. Some trailer pieces remained attached to the train as it stopped further down the tracks. Gwinnett County Police confirmed the truck driver ignored posted warnings, and the accident report is pending release. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: STRIPERS INTERVIEW Break 3: STORY 6: Lawrenceville Announces Schedule For Summer Concert Series Lawrenceville’s LIVE in the DTL outdoor concert series returns this summer at the Lawrenceville Lawn, running from May 16 to September 12. The series kicks off with the Ultimate Dolly Parton Tribute, featuring a Dolly Look-Alike Contest with a $250 prize. Concerts are free, with food trucks starting at 6 PM, and VIP packages available for an upgraded experience. Guests can enjoy live music, local food, and explore downtown shops and breweries. Free parking is available, and event details, including food truck info, will be shared on The DTL website. STORY 7: Brookwood High grad wins Flavor of Georgia award for best barbecue sauce James Argo’s Oconee Gold Georgia Sweet Peach barbecue sauce won the Barbecue Sauce category in the 2025 UGA Flavor of Georgia competition, which featured over 170 entries. Argo, a Statham resident and Brookwood High graduate, has been perfecting his sauces since the early 2000s. Oconee Gold products are sold locally in Gwinnett County and online. The Flavor of Georgia contest, organized by UGA’s College of Agricultural and Environmental Sciences, highlights innovative Georgia-made food products, boosting sales and recognition for participants since 2007. This year’s winners showcase the state’s rich culinary heritage. We’ll have closing comments after this Break 4: Ingles Markets 2 Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: ingles-markets.com kiamallofga.com #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations See omnystudio.com/listener for privacy information.

Alana Williams is the founder and Chief Financial Officer of Founding Principals. Previously, she worked in investment banking and business development at companies like Apple, Evercore, and Whole Foods. After receiving her JD from the University of Baltimore, she joined McCombs to attain her MBA in 2018. In this conversation, host Firdous Khezrian spoke with Alana about her personal and professional career, the wisdom she's gained along the way, and how minority women can overcome the challenges of working in the business and financial industries.

In this episode of School Business Insider, host John Brucato is joined by Cindy M. Reilmann, CPA, SFO, Chief Financial Officer, and Dr. Michael Maclin, Superintendent of Schools, from the Special School District (SSD) of St. Louis County.Facing a projected $74 million deficit, SSD launched the Righting the Ship plan—a strategic roadmap designed to stabilize finances while preserving their mission to serve students with excellence. Cindy and Dr. Maclin share how they tackled tough decisions, developed a comprehensive staffing and cost-containment strategy, and fostered transparency and community trust throughout the process.Tune in to hear valuable lessons in financial leadership, collaboration, and resilience that any school business professional can apply.

Rafael Lizardi, the Chief Financial Officer of Texas Instruments (Nasdaq: TXN), joined KRLD's David Johnson in the CEO Spotlight.

This podcast episode features the third panel session of the day at our Artemis ILS NYC 2025 conference, which was held on February 7th in New York City. ILS NYC 2025 was Artemis' eighth catastrophe bond and insurance-linked securities (ILS) conference held in-person in New York and saw more than 425 registered attendees enjoying insightful debates from our expert speakers, as well as valuable networking opportunities throughout the day. Attendees from across the globe assembled to hear thought-provoking insights from insurance-linked securities (ILS) market leaders, all under the theme of "Capturing opportunities (established & new)." Our next podcast from the ILS NYC 2025 conference features the third panel discussion of the day, which was focused on the catastrophe bond market and explored how it can find a balance to support the ongoing needs of both sponsors and investors. The panel discussion was moderated by Philipp Kusche, Global Head of ILS, Howden Capital Markets & Advisory. He was joined by: Zhak Cohen, Managing Director, Gallatin Point Capital; Jennifer Montero, Chief Financial Officer, Citizens Property Insurance Corporation; Chin Liu, Director - Insurance Linked Securities, Fixed Income Solutions, Amundi US; and Peter Miller, Senior Vice President, Neuberger Berman. Significant growth is forecast for the catastrophe bond market, with the panellists stating that they believe 2025 could be another record year for issuance. Investors emphasised the importance of long-term profitability and the need for rate and premiums to remain adequate for the risks being assumed through catastrophe bonds. Sponsors on the panel also shared their experiences, noting the difficulty in securing full capacity requirements at times and so the importance of strategic planning and management of the cat bond pipeline. Listen to the full episode of this catastrophe bond market focused panel discussion at ILS NYC 2025, for unique insights into how sponsors and investors think about balancing priorities, while ensuring the cat bond instrument continues to deliver to both constituencies.

In this powerful episode of The Authority Company podcast, Joe Pardavila sits down with Tamar Gakharia, author of The Blitz: A Georgian Daughter's Rise as a CFO in the Post-Soviet Era. Tamar shares her extraordinary journey from growing up in the shadow of the Soviet Union's collapse to becoming a top CFO in Georgia. She recounts the harrowing struggles her family endured—surviving without basic utilities, navigating war, and rebuilding their nation brick by brick. Tamar reflects on the profound influence of her grandfather Konstantine, who instilled in her resilience, creativity, and the courage to defy societal norms. She also opens up about her tumultuous marriage, the challenges of being a woman in finance, and how she carved her path in a male-dominated industry. Through it all, her love for Georgia and her dedication to her daughter shine as driving forces behind her success. This conversation is a testament to the strength of the human spirit, the power of perseverance, and the importance of fighting for your dreams—no matter the obstacles. Tune in for an inspiring story of survival, leadership, and unwavering hope.TAMAR GAKHARIA is the Chief Financial Officer of CBS Group, one of the largest holding companies in the Republic of Georgia. Born during the collapse of the Soviet Union, Tamar grew up in a nation undergoing profound transformation. She graduated with honors from a local university and began her career at the Bank of Georgia, where she held numerous positions and honed her financial expertise. Her success at the bank led her to CBS Group, where she oversees the company's diverse holdings in sectors such as finance, real estate, and energy. Tamar resides in Tbilisi with her two children.

The UK Investor Magazine was thrilled to be welcomed by Robert Hudson, Chief Financial Officer of Grainger PLC, to explore recent developments at the FTSE 250 build-to-rent specialist.We start by looking at the group's transition from a trading company to a REIT and the tax benefits for investors. Taking a broad view of Grainger's proposition to investors, Rob notes the ability of retail investors to gain exposure to the UK rental market through an ISA by buying Grainger shares.Grainger's total rental income is up 15% in the early stage of their financial year. We look at the factors driving growth and the momentum the company is building in the build-to-rent sector. We explore Grainger's 5,000 property pipeline and the expected uplift in earnings. Rob outlines the technological capabilities of the business and how the company's CONNECT platform is designed to facilitate future growth and improved margins. We discuss Grainger's dividend track record and how the dividend will evolve as Grainger transitions to a REIT.Rob finishes by detailing what excites him the most about the year ahead. Hosted on Acast. See acast.com/privacy for more information.

We love to hear from our listeners. Send us a message. On today's episode we're speaking with Sara Bonstein, Chief Financial Officer at Insmed, about what it takes to be a successful CFO. Sara provides useful insights on how to lead teams, especially when those teams have deeper subject matter expertise. Other topics discussed include when to make at-risk investments ahead of clinical data, how to balance commercial growth with pipeline investment, the importance of financial planning during early product development stages, and how to manage expectations with a potential blockbuster product in the pipeline. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

March through April is prime budget season for Gloucester County. This month, we sit down with our County Administrator, Carol Steele, and our Chief Financial Officer, Maria Calloway.Listen as they walk us through the budgeting process, and understand some of the challenges local governments face when developing a fiscal year budget. 

Tax season is upon us! Listen to this timely episode as we're joined by Benitha Mintz, the CFO of Zyloware, as she offers unique insights on her approach to personal finances. About the guest:Benitha Mintz is an experienced Chief Financial Officer with a demonstrated history of working in the apparel and optical industry. Skilled in Cash Flow, Budgeting, Microsoft Excel, Cash Management, Human Resources, Logistics and IT Management. Strong finance professional with a Bachelor's degree focused in Accounting from City University of New York-Hunter College. Like this episode? Please subscribe and share!iTunes | Spotify | Overcast | iHeartRadio | AmazonConnect with the OWA:Website | LinkedIn | Instagram | Facebook

In this episode, we take a deep dive into the role of a Chief Financial Officer with Bryan, who gives us an exclusive look at his daily responsibilities and his first few weeks at AdvancedMD. He also opens up about a life-changing event that reshaped his perspective on family and work. With a career full of incredible experiences, Bryan shares the lessons he's learned, the people who inspire him, and the moments that have defined his journey. Packed with insights, personal stories, and valuable takeaways, this is an episode you won't want to miss!

How can you start being a better listener within your home and family? In this episode, Jeff, Jeff, and Bill discuss: Finding independence at the age of 12.Careful listening - the key to success.Attention and listening as a form of generosity.Seek first the Kingdom.  Key Takeaways: True listening is not waiting for your turn to speak. It is trying to see the world through their eyes.The only way you can understand another person's reality is to really, truly listen.The greatest gift you can give anyone is your time. The only way they know you're giving your time is by listening and paying attention.See people as an individual who needs help, not as a dollar sign.  "Being listened to is so much like being loved that I can't tell the difference." —  Dr. Bill Hall Episode References: The Power of a Positive No by William Ury: https://www.amazon.com/Power-Positive-No-Relationship-Still/dp/0553384260 About Dr. Bill Hall: My Priority One objective is to help clients accomplish their key financial goals. Priority Two is to ensure the client has a will, trust, term insurance (if needed), and plans for passing wealth to spouse and children. Priority Three is to develop a custom investment plan. Dr. Bill Hall has been active as a Certified Financial Planner since 1985 and with Securities America, Inc. since 1991. He is now with OSAIC Wealth Inc., which acquired SAI in 2023. He manages money primarily for senior executives and their families. Bill's academic credentials include a Doctor of Business Administration from the University of Southern California as a Ford Foundation Fellow, an MBA from San Diego State University, and a Degree in Mechanical Engineering from Georgia Tech.Bill co-founded The Executive Committee, TEC (now Vistage), on the West Coast in 1969. Vistage is now a worldwide CEO organization with over 46,000 members. He has held positions as Executive Vice President and Chief Financial Officer with Vedax Corporation, the former parent of Vistage. Bill was a Registered Professional Engineer who worked offshore for Shell Oil and in marketing operations with Mobil Oil. He served as a first lieutenant in the Seventh Army in Germany and was a Professor at California State University, Fullerton, and Pepperdine University.Bill's past activities with nonprofit organizations include serving as Chairman and Vice Chairman of two Foundations and Chairman of the Board of a University. He frequently advises nonprofit organization CEOs and has served on several Advisory Boards for California Companies. He serves on the Mission Hospital Foundation Board Finance Committee and the Haggai International Board.His company manages $158,000,000 for 94 families.  Connect with Dr. Bill Hall:Website: https://osaicwealth.com/  Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdvFacebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

We typically work with business owners between three and 100 employees. That's usually the range where those businesses don't yet have a full-time, full-scale CFO (Chief Financial Officer). They may have a controller or other roles, but it's one of those areas where owners are left wondering, “How do we track our money if we don't have someone dedicated to it?” Hey, it's Scott Beebe with Business On Purpose. Thanks for joining us. As always, I wanted to give you something very simple that can help. We call it the ABCs of tracking your money. If you don't happen to have a full-scale CFO in your business, this is especially for you. By the way, at the time of this recording, I'm about to launch my second book called The Chaos Free Contractor. Be on the lookout for it on Amazon! And no, you don't have to be a contractor to read it. The little-known secret is everything we write applies to any business owner with three to 100 employees. So let's dive into this idea of tracking your money with the ABCs. The Level 2 dashboard that we use all the time utilizes the ABCs, so you can actually use your dashboard for this. The ABCs are used to track your finances and better understand your financial health. Let's break it down into some manageable components that you can easily implement. Starting with the A — it represents Accounts. That's what the A stands for. If you have multiple accounts, which we hope you do, it's essential to track those multiple bank account balances. When I say multiple, I mean five, six, seven accounts minimum, and you should track those weekly throughout the year. This practice allows you to observe the flow of cash rather than relying solely on traditional cash flow statements, which are static and hard to track. Doing this with the accounts will help you gain a clear picture of where your money's going and how to utilize it across your various accounts. So that's the A. The B stands for Bookkeeping, another crucial aspect of financial tracking. Each week, review your aging and receivables report to understand what's owed to your business. Simultaneously, examine your outstanding payables, particularly those due in the next 30 days. This dual perspective of what's owed to you and what you owe provides a snapshot of your current cash position. And again, for owners, cash is reality—it's where you live. So, those are the A's (Accounts) and B's (Bookkeeping). What does the C stand for? Either Client or Customer. Without clients, there's no need for accounts or bookkeeping, right? Each week, you'll simply track any client metric that's relevant to your marketing process, both as prospects and as paying clients. When you start to combine those elements—your account balances, your receivables, your payables, and your clients or customers—you create a comprehensive view of your financial status. What this allows you to do is see your past transactions, your present situation, and your future obligations all at once. By implementing these ABCs of tracking, you're creating boundaries for your financial river. Remember, we're not trying to stop the flow, but instead, we're trying to redirect it in ways that benefit your business. That's going to give you a more comprehensive and actionable view of your finances, allowing you to make informed decisions and maintain better control over your future. I know some of this might spark questions for you. Go to mybusinessonpurpose.com/ask and there you'll find a calendar to book time with one of our professional coaches. If you're a business owner with a team of three to 100 employees and you're generating $1 million or more in revenue (if you're a contractor) or $500,000 or more (if you're a service provider), we'd love to invite you to hop on a 20-30 minute call with one of our coaches. You can ask us anything—no strings attached. And if you want to know how we can work with you as a client, just ask and we'll tell you. Visit mybusinessonpurpose.com/ask.   Ready to get clarity? Visit mybusinessonpurpose.com/ask to connect with a coach today! Take our Healthy Owner Business Assessment HERE ➡️ https://www.boproadmap.com/healthy SIGN UP for our Newsletter HERE ➡️ https://www.boproadmap.com/newsletter For blogs and updates, visit our site HERE ➡️ https://www.mybusinessonpurpose.com/blog/ LISTEN to the Business On Purpose Podcast HERE ➡️ https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210 SUBSCRIBE to our YouTube channel HERE ➡️ https://www.youtube.com/channel/UCbPR8lTHY0ay4c0iqncOztg?sub_confirmation=1  

When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRARGuest:Lyron BentovimTitle: President and CEO at The Glimpse Group Ticker: $VRARWebsite:https://theglimpsegroup.com/Bio:Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Group, an Immersive Technology company (NASDAQ – VRAR). Mr. Bentovim is a serial entrepreneur with 30+ years of leadership, operational and Investment experience and he has led multiple public and private technology companies. Prior To Founding The Glimpse Group, Mr. Bentovim served as Chief Operating Officer/Chief Financial Officer of Top Image Systems (NASDAQ – TISA), Chief Operating Officer/Chief Financial Officer of NIT Health and as the Chief Operating Officer and the Chief Financial Officer of Sunrise Telecom, Inc.(NASDAQ – SRTI). Earlier is his career Mr. Bentovim was a Managing Director and Portfolio Manager at Skiritai Capital LLC, an investment advisor based in San Francisco and as the President & Chief Operating Officer and co-founder of WebBrix, Inc. Additionally, Mr. Bentovim spent time with strategy consultancies USWeb/CKS, the Mitchell Madison Group and McKinsey & Company Inc. Mr. Bentovim is a director at Manhattan Bridge Capital (NASDAQ – LOAN) and has served on 9 public company boards and numerous private company boards. Mr. Bentovim also serves as the Managing Partner of DarkLight Partners, a strategic advisor to small and mid-size public and private companies. Mr. Bentovim has an MBA from Yale School of Management and a law degree from the Hebrew University.

Welcome back to New Insight with Veeral Sheth, MD! Veeral Sheth, MD, is joined by Rich Small, the CEO of Neurotech, to discuss the historic approval of revakinagene taroretcel (ENCELTO) a groundbreaking encapsulated cell therapy for macular telangiectasia type 2 (MacTel). This approval marked the first and only FDA–approved treatment for MacTel, a neurodegenerative disease of the retina that can cause progressive and irreversible vision loss. Speaking with Sheth, Small recounted the long journey of Neurotech, which began in 2007, emphasizing the perseverance required to bring ENCELTO to market. He detailed his transition from Chief Financial Officer to CEO in 2016 and highlighted his team's commitment, many of whom have been with the company for over a decade. The conversation explored the scientific foundation of ENCELTO, which uses genetically modified cells to release neurotrophic factors that protect photoreceptors in the retina. Unlike previous treatments that relied on best corrected visual acuity (BCVA) as a clinical endpoint, ENCELTO's approval was enabled by advancements in imaging technology that allowed for direct measurement of photoreceptor health. Sheth and Small discussed the ideal patient profile for ENCELTO, noting that early intervention is key to preserving vision in MacTel patients. With ENCELTO's approval secured, Small indicated the next step is widespread adoption, introducing ENCELTO.com as a patient service hub designed to streamline diagnosis, treatment, and access to care.  #Ophthalmology #Podcast #RareDisease

What could the Church accomplish if Christians were more generous with their wallets? This episode kicks off with Seacoast's Chief Financial Officer, Nick Johnston, alongside Jack Hoey III, Lynne Stroy, and Joey Svendsen discussing the theology of tithing and some "what ifs" concerning Christians and generosity. The episode closes with stories of forgiveness, generosity, loss and redemption with fellow Seacoaster, Brian Wells. Brian has found success in the business world and serves faithfully in the church. He joins host Joey Svendsen to talk about losing his friend, Pastor Darrin Patrick, and he delves into how God has used tithing to turn his life upside down for the better. Brian also shares a radical story of forgiving a business partner's debts and how God redeemed and provided a way out of a dark season.For Relevant Magazine's article, referred to in this discussion, click HERE.  Be a Patron of the Podcast! (all support goes to fund Seacoast ministry efforts in local prisons)On this Episode: Brian Wells I Instagram Jack Hoey, host I Instagram Nick Johnston, host I XLynne Stroy, host I Instagram Joey Svendsen, host I Instagram Producer/Editor: Joey SvendsenSound Engineer/Editor: Katelyn VandiverWe have a YouTube Channel for videos of all episodes since Jan. 2024. Also we have a Facebook Page for listeners to keep up with the latest news on "Things You Won't Hear on Sunday" Podcast. Be a Patron of the podcast

On this WPN Call #428, Dr. Jim Garlow is joined by Tamara Seymour Favorito, who is a member of the Well Versed Board. For most of her career, Tamara served as a Chief Financial Officer for companies in the Life Sciences industry, and she is a board member for companies in the same industry. She brings a sobering update on Mesa County, Colorado's County Clerk Tina Peters and her time in prison for fighting against election fraud in 2020.      Dr. Jim Garlow has partnered with Pastor Mario Bramnick and Terry Barnes to bring you World Prayer Network (WPN), which seeks out Holy Spirit given strategies for how to be an effective and contagious Christ-follower in our present national situations. WPN hosts weekly prayer calls to seek out strategies for the transformation of nations, including our own. During these live calls, we share briefings from key leaders and then pray into what we see and hear from the Lord.     Follow us on social media:  facebook.com/wellversedworld twitter: @wellversedworld instagram: @wellversedworld www.wellversedworld.org

At American Riviera Bank, we're committed to providing our community with valuable financial insights that go beyond traditional banking. In our latest Regional Pulse podcast episode, we delve into a topic that's crucial for every Central Coast resident: insurance preparedness. Hosted by our Chief Financial Officer, Michelle Martinich, this episode features local insurance experts Kait Hamilton and Kelly Wiser. Their combined experience and deep roots in our community make them ideal guides for navigating the complex world of insurance in our unique coastal region.

Alice Pope, CPA, MBA, and Chief Financial Officer at Novant Health, discusses how AI is enhancing both the quality and speed of patient care. She explores breakthroughs in longitude health, Novant Health's expansion into South Carolina, and the organization's growth strategy. Additionally, she shares advice for women aspiring to leadership roles in traditionally male-dominated fields.

In this episode of Climate Positive, hosts Gil Jenkins and Daniela Shapiro sit down with Tom Hunt, CEO, and Bret Labadie, CFO, of Pivot Energy—a Colorado-based renewable energy provider and IPP that develops, finances, builds, owns, and manages solar and energy storage projects. As an ECP portfolio company and Certified B Corporation, Pivot Energy seeks to leverage its renewable expertise to deliver innovative solutions that help businesses and communities achieve meaningful decarbonization. Tom and Bret discuss Pivot Energy's growth, the rapidly evolving community solar market, creative financing strategies, and the power of corporate partnerships. They also explore the expanding role of distributed solar in the clean energy transition and what lies ahead for the industry.Bios:Tom Hunt is the CEO of Pivot Energy, a role he assumed in 2019. During his tenure as CEO, the company has grown by strong multiples in revenue, income, project deployment, and number of team members. In 2021, he drove a process to bring in blue-chip firm ECP as new sponsor investors for the company, allowing for renewed pursuit of Pivot's mission of making distributed generation a key part of the fight against anthropogenic climate change. A long-time community solar market leader, Tom also currently serves as the Board Chair for the Coalition for Community Solar Access, the national community solar trade association. Prior to Pivot, he oversaw corporate development, public policy, and project construction/operations for the first national community solar developer. He has also worked as a Senior Policy Advisor in the Colorado Governor's Energy Office and as a research chemist investigating biofuels synthesis methods.Bret Labadie is the CFO of Pivot Energy and has spent the last 18 years in escalating roles within energy finance, 8 of which have been concentrated in distributed solar. In his tenure in the renewables industry, Bret has closed debt and tax equity financings for over $600 million of distributed generation solar projects and has led three separate corporate capital processes, including the latest partnership between Pivot and ECP. Bret currently serves as the Chief Financial Officer for Pivot Energy, where he leads all financial, strategic, project finance, and capital market-related activities for the company.Links:Pivot Energy WebsitePivot Energy on LinkedInTom Hunt on LinkedInBret Labadie on LinkedInThe Kacie Peters Community Solar GardenPress Release: Pivot Energy Secures Over $450 Million in Major Financing of Distributed Generation Portfolios from First Citizens, ATLAS SP, and HASI (November 21, 2024) Press Release: Pivot Energy Collaborates with Microsoft to Develop Up to 500 MWac of Community-Scale Solar Projects that Will Deliver Significant Benefits to Local Communities (August 8, 2024)Press Release: Rivian Partners with Pivot Energy to Build Community Solar in Illinois (May 22, 2024) Email your feedback to Chad, Gil, Hilary, and Guy at climatepositive@hasi.com.

This episode, recorded live at the Becker's Healthcare 12th Annual CEO + CFO Roundtable, features Nick Olson, Executive Vice President, Chief Financial Officer at Sanford Health. Nick discusses Sanford Health's commitment to being the premier rural healthcare provider, the transformative role of AI in clinical and operational efficiencies, and strategies for financial sustainability, including philanthropy and investment management.In collaboration with R1 RCM.

In this episode, Nic talks with James Ford, CEO Egan Company. James leads all lines of business with an emphasis in creating teams with a strategic focus on long-term success.James shares how he started his career as an accountant with Eide Bailley then how he served as a leadership development advisor. He took on the Chief Financial Officer role at Egan Company after 20 years in accounting.Today, as its Chief Executive Officer, he provides best practice strategies for optimizing operations and company performance. His curiosity and natural tendency to focus on the future motivates others to take action.James attributes his interest in the industry to his father who installed flooring for a living as well as the people within the industry: “hard-working, no-nonsense people who are focused on getting the job done . . . hands down, my favorite part of working at Egan is our amazing people.”Nic observes James' ability to create a culture of connection at Egan Company. James attributes this to hiring good people and promote good people—and good people attract other good people. James says he's only building on Egan's 80-year history of good people doing good work.Together James and Nic discuss a variety of topics from company culture and leadership to taking responsibility and making hard decisions. James shares his four operational principles, the most important was the shift they made to put people first and numbers last. He also advises apprentices to raise their hand, to volunteer to do something new.If you enjoy Nic and Tarina's podcast and get something from listening to “all this Nic Bittle Crap,” please hit the like button, share it with a friend, or both. Your recommendation goes a long way in helping us reach more people.---

Check out @fyifli Episode 147 w/ The Chief Financial Officer of the nation's fastest growing dental company, Sage Dental: Mark BrockelmanIn this episode, Hassan and Mark chop it up about: - How competition breads continuous learning - How sports and business are synonymous - The formula of success that Mark uses to grow companies like @mysagedental If you're looking to be motivated, educated, and entertained…this podcast is for you!

In today's episode of The Second in Command podcast, Cameron is joined by Roy Heldshtein, Managing Partner, Chief Operating Officer and Chief Financial Officer of Team8, a venture group based in Tel Aviv, Israel.During the conversation, Roy shares insights on navigating the complexities of leadership within a rapidly growing organization. With a strong emphasis on operational efficiency and balancing long-term vision with immediate priorities, the discussion uncovers strategies for maintaining momentum without compromising the structural integrity of the team or business.You'll discover the dynamics of effective team management, including the importance of structured communication and fostering a culture of focus and clarity. Roy highlights a unique approach to meetings, emphasizing preparation, prioritization, and the value of dedicated one-on-one sessions to streamline decision-making.This episode offers a compelling reminder that leadership is as much about self-discipline and adaptability as it is about driving results, making it a must-listen for anyone aspiring to excel in a fast-paced and high-stakes environment.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!