Podcasts about chief financial officer cfo

#232 The CFO's Guide to Creating a High-Impact Global Team with Benyam Hagos https://open.spotify.com/episode/3xcOnyHg4WGip8LALiVb6T The role of a Chief Financial Officer (CFO) in building and scaling a high-performance global finance team is critical to an organization's success. In today's rapidly evolving business landscape, CFOs must navigate complex challenges of team development, international expansion, and cultural transformation while maintaining strategic alignment and operational excellence. In this insightful podcast episode, Benyam Hagos, CFO of Form3, shares his comprehensive approach to creating a dynamic and adaptable finance function. The discussion explores the intricate process of transforming a startup finance team into a sophisticated, globally-oriented strategic partner, emphasizing the importance of talent development, cultural fit, and strategic recruitment. Key topics covered: Strategic Team Transformation Deliberate restructuring of finance team with 75% new talent Focus on specialist roles over generalist positions Emphasis on cultural alignment and professional development International Expansion Strategy Structured approach to building finance capabilities across multiple geographies Careful consideration of compliance and local market requirements Gradual, strategic hiring in new markets Leadership and Team Development Commitment to continuous learning and professional growth Transparent communication about organizational expectations Creating a flexible, remote-friendly work environment Recruitment and Talent Management Two-way interview process focusing on cultural compatibility Proactive approach to identifying and nurturing talent Encouraging internal mobility and career progression https://youtu.be/Bqatoyfy-F4 Links Benyam Hagos on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:07:05 - Discussion on learning and development challenges 0:11:09 - Background exploration of professional experiences 0:11:34 - Career trajectory and consulting background 0:12:29 - Insights into professional growth and partner dynamics 0:13:12 - Exploration of career progression challenges 0:15:44 - Podcast introduction and guest background 0:16:54 - Company overview and strategic positioning 0:22:03 - Personal challenges in transitioning to CFO role 0:26:18 - Team structuring and international expansion approach 0:48:10 - Building team cohesion in a remote work environment 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

Caique Batista é o novo Analista Sênior da equipe de Comunicação e Marketing da ConectCar, empresa de pagamento automático que garante praticidade e agilidade em pedágios e estacionamentos.A EDP, empresa que atua em todos os segmentos do setor elétrico brasileiro, promoverá um evento chamado EDP na COP 30 - Do Espírito Santo ao Pará, onde reunirá personalidades que fazem a diferença para uma economia de baixo carbono e no enfrentamento da crise climática.A Mynd, agência brasileira de marketing de influência e entretenimento, apresentou o seu novo time Comercial exclusivo dedicado a impulsionar os novos projetos da “DiaTV”, a primeira emissora com programação 24 horas exclusivamente digital e gratuita.Danielle Ogeda é a nova gerente sênior de comunicação institucional da Aché Laboratórios Farmacêuticos. A profissional terá a função de desenvolver e implementar estratégias de comunicação que promovam a visão, missão e valores da organização.A Seven PR, agência de comunicação especializada em startups e PMEs, conquistou a conta da Budz, pet tech brasileira que utiliza Inteligência Artificial para empoderar tutores, oferecendo conhecimento, ferramentas e recursos necessários para que se sintam confiantes no cuidado responsável de seus pets.A Mosaic anunciou a nomeação de Milena M. Siqueira como diretora de comunicação sênior.A Advance Comunicação, uma das maiores agências independentes full-service do País, conquistou recentemente o “Selo Google Partners Premier 2025”, um seleto grupo das top 3% melhores empresas participantes do programa no Brasil, sendo a única do Norte e Nordeste.A Azul Viagens, operadora de turismo da Azul Linhas Aéreas Brasileiras, segue investindo no fortalecimento de sua equipe Comercial e anuncia a contratação de Alessandra Castro para o cargo de Gerente de Operações e Qualidade.Sing Comunicação está comemorando 21 anos de atuação, com boa parte dos clientes no mercado de tecnologia, e sendo liderada por mulheres.A GWM Brasil realizou a doação de uma célula de hidrogênio, um cilindro de armazenamento e uma membrana de célula de hidrogênio à Universidade de São Paulo.O Grupo Flow, ecossistema de mídia e negócios especializado em creator econoA iDTBWA reforçou o seu time de líderes com a chegada de Fábio Brandão como o novo Diretor-Geral de Produção da agência.my, anunciou a contratação de Marcelo Clay para assumir o posto de Chief Financial Officer (CFO). ..Informação, entrevistas e a Dança das Cadeiras estão no Leitura da Semana, programa apresentado pela equipe da Mega Brasil, todas as sextas, às 18h, com reapresentações diárias em mesmo horário, na⁠⁠⁠ Rádio Mega Brasil Online

A Mynd, agência brasileira de marketing de influência e entretenimento, apresentou o seu novo time Comercial exclusivo dedicado a impulsionar os novos projetos da “DiaTV”, a primeira emissora com programação 24 horas exclusivamente digital e gratuita.A EDP, empresa que atua em todos os segmentos do setor elétrico brasileiro, promoverá um evento chamado EDP na COP 30 - Do Espírito Santo ao Pará, onde reunirá personalidades que fazem a diferença para uma economia de baixo carbono e no enfrentamento da crise climática.Caique Batista é o novo Analista Sênior da equipe de Comunicação e Marketing da ConectCar, empresa de pagamento automático que garante praticidade e agilidade em pedágios e estacionamentos.Danielle Ogeda é a nova gerente sênior de comunicação institucional da Aché Laboratórios Farmacêuticos. A profissional terá a função de desenvolver e implementar estratégias de comunicação que promovam a visão, missão e valores da organização.A Seven PR, agência de comunicação especializada em startups e PMEs, conquistou a conta da Budz, pet tech brasileira que utiliza Inteligência Artificial para empoderar tutores, oferecendo conhecimento, ferramentas e recursos necessários para que se sintam confiantes no cuidado responsável de seus pets.A Mosaic anunciou a nomeação de Milena M. Siqueira como diretora de comunicação sênior.A Advance Comunicação, uma das maiores agências independentes full-service do País, conquistou recentemente o “Selo Google Partners Premier 2025”, um seleto grupo das top 3% melhores empresas participantes do programa no Brasil, sendo a única do Norte e Nordeste.A Azul Viagens, operadora de turismo da Azul Linhas Aéreas Brasileiras, segue investindo no fortalecimento de sua equipe Comercial e anuncia a contratação de Alessandra Castro para o cargo de Gerente de Operações e Qualidade.Sing Comunicação está comemorando 21 anos de atuação, com boa parte dos clientes no mercado de tecnologia, e sendo liderada por mulheres.A iDTBWA reforçou o seu time de líderes com a chegada de Fábio Brandão como o novo Diretor-Geral de Produção da agência.A GWM Brasil realizou a doação de uma célula de hidrogênio, um cilindro de armazenamento e uma membrana de célula de hidrogênio à Universidade de São Paulo.O Grupo Flow, ecossistema de mídia e negócios especializado em creator economy, anunciou a contratação de Marcelo Clay para assumir o posto de Chief Financial Officer (CFO). ..Informação, entrevistas e a Dança das Cadeiras estão no Leitura da Semana, programa apresentado pela equipe da Mega Brasil, todas as sextas, às 18h, com reapresentações diárias em mesmo horário, na⁠⁠ Rádio Mega Brasil Online

Alison Cornell, a certified Treasury Professional, was Chief Financial Officer (CFO) of two major New York Stock Exchange listed corporations, one of which was global. Prior to those roles, she held significant financial positions at AT&T where she learned how to be a corporate executive. Even today, women hold only10 % of major corporate CFO … The post Alison Cornell, CFO to large Corporations: Her Route to Executive Leadership (Episode # 344F) first appeared on TRANSLEADERSHIP, INC®.

Given the explosion of companies looking to hire talent from non-EEA countries, which is resulting in higher usage of employment permits, Shannon Chamber joined forces with professional services firm Deloitte to give its members an overview of the employment permits system, the changes coming on-stream, and the challenges companies face when recruiting globally. The briefing, held in the Shannon Airport House, was both timely and beneficial. It followed the publication of the results of a Chief Financial Officer (CFO) survey undertaken by Deloitte in 2024 which found that retaining and attracting skilled talent is regarded as a key business risk, with 95% of CFOs polled stating they are very or moderately dependent on non-EEA nationals to fill their skills gaps. This, coupled with the fact that the Irish labour pool is tightening, with skills shortages evident in sectors such as science and technology, information technology, business and finance, healthcare, and social care, has resulted in almost 40,000 employment permits being issued in 2024. Given that employers are continuing to look at alternative talent and skills pipelines, the number of employment permit applications is likely to increase year on year. As stated at the briefing, managing compliance along with supporting onboarding to attract and retain talent is becoming critical for companies growing diverse talent pools. The presenters, Roisin Fitzpatrick, partner, and Kim Wong, director of Immigration Services with Deloitte, delved into their expert bank of knowledge to give attendees a full appreciation of the key considerations they need to factor in when hiring talent from outside the EEA. Covering topics such as eligible and ineligible roles for employment permits, right-to-work checks on employees, inspections by the Workplace Relations Committee (WRC), graduate programmes, and remuneration thresholds, attendees were advised that before their embark on any non-EEA national recruitment programme, they should be aware that an employment permit will not issue unless at the time of application at least 50% of the employees of the employing company are EEA nationals (which includes UK nationals and Swiss nationals), with a small number of exceptions. They also heard that applications can be rejected if any documents associated with the application are missing. As stated by the presenters, immigration permissions have different stamp numbers (0 to 6, with variations), with each number signifying what the permit holder is allowed to do and whether they are permitted to work. Attendees were advised to familiarise themselves with these permissions. Already aware of recent changes to employment permissions, such as a non-EEA employee's right to move employer after nine months while remaining on the same employment permit they held on arrival in Ireland, many companies, including Shannon Chamber, have made submissions to government voicing their concerns with current and proposed changes, including salary thresholds, and are awaiting the outcome of this review. Speaking after the event, Chamber CEO Helen Downes said that the briefing was delivered at a time when an increasing number of member companies are in recruitment mode in non-EEA countries. "The wheels of business must continue to turn. When companies cannot meet their skills requirements locally, nationally or in EU countries, they need to look further afield. That's why a comprehensive briefing on all aspects of employment permits was so important. There is nothing better than hearing it directly from the experts, and I know that many of our member companies will connect further with the Deloitte team. "We will be hosting a Jobs Fair in Shannon on Wednesday, 26 March, to further assist companies in meeting their recruitment needs., " said Ms Downes. Details can be found at www.shannonchamber.ie/events-training.

My guest in this episode is Erica Conway, Chief Financial Officer at the University of Birmingham and Chair of the British Universities Finance Directors Group (BUFDG).   In this episode, Erica offers insight into the role of Chief Financial Officer, and how she works in partnership with university colleagues and governors to enable the institution to achieve its strategic goals. She also offers her reflections on the financial state of the wider sector, how finance professionals can be supported in fulfilling careers within Higher Education, and the benefits that she draws from her engagement as a trustee and governor with organisations beyond the university.   This episode is kindly sponsored by Peridot Partners. Peridot Partners transforms leadership and inspires change across organisations with a social purpose. Their specialist higher education team recruits diverse leaders and governors who are driven by your vision of academic excellence.

Die Themen im heutigen Versicherungsfunk Update sind: Wechselaktivität bei Kfz-Versicherungen steigt um 35 % Zum Jahresende 2024 wechselten 2,9 Millionen Kfz-Versicherungsnehmer ihren Anbieter, was zu insgesamt rund 3,2 Millionen Vertragswechseln führte – ein Anstieg der Wechselaktivität um 35 % gegenüber dem Vorjahr. Mit einem durchschnittlichen Jahresbeitrag von 720 Euro wurden dabei rund 2,3 Milliarden Euro an Prämien bewegt. Etwa 70 % der Wechselnden konnten im Schnitt 125 Euro sparen. Das zeigen die Ergebnisse einer Sirius Campus Marktuntersuchung. Revolut startet kostenfreie ETF-Sparpläne in Deutschland Das Fintech Revolut bietet seinen Kunden in Deutschland ab sofort die Möglichkeit, kostenfreie ETF-Sparpläne zu nutzen. Kunden können über die Revolut-App in mehr als 300 ETFs investieren. Die Sparpläne können in verschiedenen Intervallen, beispielsweise wöchentlich oder monatlich, und bereits ab einem Euro eingerichtet werden. Diese Transaktionen sind kostenfrei und nicht an das Freikontingent des jeweiligen Abonnements gebunden. W&W Informatik GmbH erweitert Geschäftsführung Die Wüstenrot & Württembergische-Gruppe (W&W) erweitert die Geschäftsführung ihrer IT-Tochter, der W&W Informatik GmbH (WWI). Spätestens zum 1. Juli 2025 übernimmt Volker Löhr, bisher Bereichsleiter IT Personen- und Sachversicherung bei der AXA Konzern AG, eine Führungsposition bei der WWI. Gemeinsam mit Jens Wieland und Ralph Wildermuth wird er die Anwendungsentwicklung für Versicherungen, Bausparen und Vertriebe verantworten. Ascendia Gruppe ernennt neuen CFO Die Ascendia Gruppe hat Dr. Ernesto Knein als neuen Chief Financial Officer (CFO) und zweiten Geschäftsführer - neben Ascendia-Gründer Florian Brokamp - berufen. Knein, zuletzt Geschäftsführer der Aventus Maklergruppe, bringt umfangreiche Erfahrung aus der Versicherungsbranche und Unternehmensberatung mit. Insurgo kooperiert mit germanBroker.net Die Insurgo GmbH und die germanBroker.net AG (gBnet) haben eine Kooperation gestartet, die mit einer neuen Schnittstelle die Arbeitsprozesse von Versicherungsmaklern optimieren soll. Kundendaten können direkt aus dem Insurgo Maklerverwaltungsprogramm an gBnet übertragen werden, wo Berechnungen und Angebotserstellungen erfolgen. Die fertigen Angebote werden inklusive Vertragsdaten automatisiert an Insurgo zurückgespielt und können über die Insurgo Kunden-App direkt an Kunden weitergeleitet werden. Zusätzlich erleichtert der Postfach Plus Service von Insurgo die Bearbeitung von Dokumenten wie Beitragsrechnungen und Nachtragspolicen. WTW integriert KI-Assistenten in Modellierungssoftware für Lebensversicherer WTW hat die neueste Version seiner Modellierungssoftware RiskAgility Financial Modeler (Version 3.8) mit KI-Funktionalitäten ausgestattet. Ein integrierter KI-Assistent, basierend auf einem Large Language Model, unterstützt Aktuarinnen und Aktuare bei der Entwicklung und Optimierung von Modellcode. Die Erweiterung zielt darauf ab, die Effizienz bei der Erstellung und Weiterentwicklung aktuarieller Modelle für Lebens- und Krankenversicherer in Bereichen wie Risikomanagement, Berichtswesen und Unternehmensplanung zu steigern.

In 2025, the role of the Chief Financial Officer (CFO) in Asia will continue to evolve from traditional financial stewardship to a strategic leadership position. As businesses face rapid digital transformation and economic fluctuations, CFOs are expected to integrate advanced technologies like AI and big data analytics into financial decision-making processes. This shift enables them to provide real-time insights and drive value creation. Moreover, CFOs will play a crucial role in sustainability efforts, aligning financial strategies with corporate social responsibility. By fostering cross-functional collaboration, they will enhance resilience and innovation, ensuring organizations navigate the complexities of the Asian market effectively.In this PodChats for FutureCFO, we are joined by Izzad Shamsudin, chief financial officer at KPJ Healthcare Berhad to share with us his observations, experiences and learnings in his journey towards becoming a chief financial officer. 1.       Name the top 3 pathways to becoming a finance leader.2.       Name 3 essential skills beyond technical expertise.3.       How do you navigate key career transitions?4.       Briefly describe the changing landscape of finance leadership. What has been most challenging?5.       What, for you, has been the most important strategy for success in the C-suite?6.       What, for you, will be interesting to expect in 2025?7.       What is your advice for other finance leaders in 2025?

What comes to mind when you hear Top Gun and Tom Cruise? What about aviator shades and Ray-Ban? Whether you’re flying, driving or even walking to your next meeting, we aim to entice you to put on your sunny shades as you turn into this conversation as we speak to the parent company of Ray-Ban, EssilorLuxottica. Speaking of EssilorLuxottica, the company was formed in 2018 by the combination of Italian frame manufacturer and luxury eyewear specialist Luxottica, as well as French optical lens producer Essilor in a deal worth 46 billion euros. Fast forward to the present, EssilorLuxottica prides itself as a global leader in design, manufacture and distribution of lenses, frames and sunglasses, with over two centuries of experience behind the company. Its eyewear brands include Ray-Ban, Oakley, Costa, Vogue Eyewear and more. EssilorLuxottica is an interesting company to look at for a number of reasons. Perhaps the most important reason is its long term partnership with Meta to develop smart eyewear technologies. To this end, EssilorLuxottica had in April 2024 launched its second generation smart glasses with Meta, where users can engage in video calls with WhatApp and Messenger to share their views with others in real time. EssilorLuxottica also confirmed Meta’s interest to buy a stake in the company in July. But what are the opportunities when it comes down to wearable technology? Meanwhile, EssilorLuxottica agreed to purchase Supreme for US$1.5 billion to move into the streetwear segment. It also bought a 5 per cent stake in camera maker Nikon Corporation – but where do these developments fit in the bigger picture for the eyewear maker? On Under the Radar, Money Matters’ finance presenter Chua Tian Tian posed these questions to Alessio Smiderle, Chief Financial Officer (CFO), APAC & Greater China, EssilorLuxottica.See omnystudio.com/listener for privacy information.

Guest post by Paul McClatchie The commercial landscape is transforming at a speed unseen before in human history,, and the role of the Chief Financial Officer (CFO) is following suit. . Traditionally seen as the gatekeeper of budgets and financial metrics, the modern CFO is now expected to be on the frontlines of digital and cybersecurity strategy, playing a pivotal role in safeguarding a company's digital assets and reputation. The tech-savvy CFO This shift has led to a surge in demand for CFOs and finance leaders who possess not only financial acumen but a strong understanding of technology too. The idea of a "digital-first economy" has been in the mainstream for a long time, but with the mass adoption of AI this idea is now becoming a reality. As businesses across Ireland and beyond adapt to a digital-first economy in real life, finance professionals are becoming key players in implementing and overseeing tech-driven strategies. The modern CFO: From financial steward to cyber defender Today's CFOs have taken on expanded roles that involve managing risks associated with digital assets, including customer and employee data. CFOs and other senior finance professionals are at the helm of protecting sensitive information. With the introduction of data protection laws like GDPR, the safeguarding of customer and employee information is a company-wide responsibility. . The modern CFO is no longer just a gatekeeper of budgets, They're now very much on the frontline in the defense of the business's digital assets. This responsibility extends to monitoring data privacy compliance and ensuring robust defenses against cyber threats. A single breach can result in significant financial loss. The immediate disruption in the short term leads to a high cost, but in the long term the erosion of customer trust further compounds that cost. The media is filled on an almost weekly basis with cyberattacks targeting large brands.These stories demonstrate how damaging a lapse in security can be, both financially and reputationally. SMEs are not spared either as cyber criminals attack businesses of all sizes. As a result, CFOs now must balance the cost of cybersecurity with other financial constraints. This is a skill that's become as essential as cash flow forecasting or budget allocation. New skills for new challenges Rather than focusing exclusively on making a profit, finance has to ensure revenue streams are taken care of and a complex landscape of cybersecurity, digital transformation and compliance. This shift has led to high demand for cybersecurity specialists, with CFOs often collaborating closely with Chief Technology Officers (CTOs) to ensure robust digital protections are in place. CFOs are increasingly concerned about direct financial losses from cyberattacks. This makes cybersecurity a priority alongside traditional financial risks like credit and cash flow. Moreover, with new regulatory frameworks emerging, CFOs must stay abreast of evolving compliance requirements. In some regions, governments mandate a minimum percentage of revenue be allocated to cybersecurity, underscoring the growing importance of tech-savvy CFOs. Ireland is no exception, as CFOs and finance teams in Irish firms are investing significantly in cybersecurity talent and technology. Consulting vs. in-house talent As businesses invest more heavily in digital transformation, many are outsourcing cybersecurity and IT auditing functions to consultancies. This can require spending tens of thousands of euros to assess and reinforce their digital defenses. However, some CFOs are opting to bring these skills in-house, understanding the long-term value of having dedicated cybersecurity and IT staff. The choice between in-house talent and consulting depends on the company's specific needs and budget. In many cases, larger Irish firms or those with sensitive data to protect are assembling dedicated teams who work closely with CFOs to manage risk continuously. For smaller com...

In this insightful episode of Accountant's Minute (based on Issue 387), Peter Towers, Managing Director of ESS BIZTOOLS, dives deep into the transformative role accountants can play in small and medium-sized enterprises (SMEs) by adopting a proactive advisory approach. He emphasises the limitations of traditional accounting practices that focus solely on tax returns, which often reflect past performance rather than addressing ongoing business challenges. Through the innovative Advanced Package, developed by ESS BIZTOOLS, accountants are equipped with tools to monitor key financial metrics, address productivity fluctuations, and provide real-time strategic advice to help SMEs navigate complex market conditions. Peter underscores the importance of services such as predictive financial accounts, detailed cash flow forecasting, and strategic business planning to ensure businesses stay resilient in an increasingly volatile economy. By adopting a virtual Chief Financial Officer (CFO) role, accountants can drive client loyalty, enhance team engagement, and generate additional revenue streams. This episode provides a compelling case for modernising accounting practices and showcases how ESS BIZTOOLS' resources empower accountants to deliver value beyond compliance, ensuring long-term client success and firm growth. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube  

#211 Power Moves: CFO Strategies for the Modern World with Justin Smith https://open.spotify.com/episode/1pWwzUs6hkgmIypL7iATHQ The role of the Chief Financial Officer (CFO) has evolved significantly in recent years, moving beyond the traditional focus on balance sheets and financial reporting. In this podcast episode, Justin Smith, the CFO of FinQuery, shares his insights on the evolving responsibilities and skills required for modern CFOs to drive strategic and operational value within their organizations. Justin spent almost a decade working at Goldman Sachs in the investment banking division where he focused primarily on strategic finance, giving him the ability to approach every decision as a CFO with a unique perspective.  Justin is passionate about promoting cross-functional efficiency as he's spent a lot of time working across departments because his job is to manage all financial resources for the firm, which touches just about every corner of the company. In his POV, finance should be like Switzerland. They are neutral but need to manage efficiency and resources across the whole organization. They also need to take into account proper cost cutting while simultaneously allocating towards growth, which not every CFO is able to accomplish. Justin's career journey from an investment banking background to the CFO seat at FinQuery provides a unique perspective on the changing landscape of the finance function. He discusses the challenges of transitioning into the CFO role, the importance of communication and data-driven decision-making, and the strategies employed by FinQuery to navigate the uncertain economic environment. Key topics covered:  Justin's career path from investment banking to CFO at FinQuery The evolving role of the CFO, moving beyond traditional accounting and finance The importance of communication, analytical skills, and strategic thinking for modern CFOs FinQuery's approach to balancing growth and profitability in uncertain times The role of data analytics and AI in finance and operations Strategies for effective communication and integration in a remote work environment Advice for finance leaders navigating transformation and change https://www.youtube.com/watch?v=cc2Zk4YdFxo Links Justin Smith on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:32 Challenges faced by Justin in transitioning to the CFO role 0:06:25 Key skills required for a modern CFO 0:14:38 Top challenges faced by FinQuery in the current economic environment 0:20:06 FinQuery's approach to data analytics and AI 0:28:35 Challenges of communication and integration in a remote work model 0:31:38 Advice for finance leaders navigating transformation 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

Hosts Susanne McNinch and Chez Filippini talk with David and Erin Kimbell about their respective faith journeys, their time together in the Alliance for Catholic Education (ACE) program, why they chose to live in Pensacola, Erin's transition from teacher to a full-time mother, David's time as the Parish Manager of the Cathedral of the Sacred Heart, and his current role as Chief Financial Officer (CFO) of the Diocese of Pensacola-Tallahassee.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1479: When building a business, deciding when to hire a Chief Financial Officer (CFO) can be challenging. While many entrepreneurs believe they need a CFO early on, Dr. Jeff Cornwall argues that it's often unnecessary unless your business reaches significant complexity or growth. Instead, most companies can function well with basic accounting and outsourced financial expertise until they face substantial expansion. Read along with the original article(s) here: https://drjeffcornwall.com/2020/09/28/do-you-really-need-a-cfo/ Quotes to ponder: "Many entrepreneurs believe they need to hire a CFO early, but in most cases, this isn't necessary." "Instead of a CFO, most businesses can manage with basic accounting and a part-time financial consultant." "Until your business is significantly complex, a CFO is often an unnecessary expense." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1479: When building a business, deciding when to hire a Chief Financial Officer (CFO) can be challenging. While many entrepreneurs believe they need a CFO early on, Dr. Jeff Cornwall argues that it's often unnecessary unless your business reaches significant complexity or growth. Instead, most companies can function well with basic accounting and outsourced financial expertise until they face substantial expansion. Read along with the original article(s) here: https://drjeffcornwall.com/2020/09/28/do-you-really-need-a-cfo/ Quotes to ponder: "Many entrepreneurs believe they need to hire a CFO early, but in most cases, this isn't necessary." "Instead of a CFO, most businesses can manage with basic accounting and a part-time financial consultant." "Until your business is significantly complex, a CFO is often an unnecessary expense." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Learn more about your ad choices. Visit megaphone.fm/adchoices

Our guest is Emese Weissenbacher, Chief Financial Officer (CFO) and Deputy Chairwoman of the Management Board at MANN+HUMMEL. She completed her studies in technically oriented Business Administration at the University of Stuttgart in 1994. The study programme is currently celebrating its 50th anniversary. Weissenbacher is one of the few women to have reached a position of influence in the male-dominated world of the automotive supply industry. We talk about her career path, the importance of topics such as digitalisation and sustainability in the world of work, and how a team leader should behave when taking charge of a new team. An inspiring conversation!

Staying healthy is key to living a vibrant life after the kids are grown.  Physical and emotional health are common topics of conversation, but why aren't we talking more about financial health?!In this episode of Life After Kids, we're interviewing our very first and very special guest, Ken Stillwell, (Dr. Brooke's husband) to discuss the importance of financial health in  life after kids. Our conversation delves into the impact of financial stress, the role of spouses in managing finances, and the significance of communication and alignment in financial decision-making. Ken shares insights on the influence of upbringing, career stability, and risk tolerance on financial mindset and decision-making within a relationship. Key TakeawaysMinimize Debt: Reducing leverage by avoiding unnecessary debt, including high-interest credit cards, is crucial for financial health.Build a Nest Egg: Establishing a financial cushion for emergencies helps in reducing stress and maintaining financial stability.Invest Wisely: Maximize the benefits of employer-provided retirement plans, such as 401(k), and avoid investments you do not understand.Communicate and Align: Open discussions about financial goals and roles can prevent conflict and ensure both partners are on the same page.Educate the Next GeneratTune in to the full episode of Life after Kids with Ken Stillwell for a conversation covering practical advice for moms in midlife, with a focus on financial security, retirement planning, and investment strategies. Learn more about the importance of imparting financial wisdom to the next generation, and get valuable insights for managing debt, building financial safety, and making informed investment decisions.About the Guest:Ken Stillwell is the Chief Financial Officer (CFO) of a large company based in Boston. He is an accounting major with extensive experience in financial management, both in personal and corporate settings. Known for his deep financial acumen and strategic thinking, Ken has gChapters00:00 The Importance of Financial Health in Life After Kids07:25 The Role of Communication and Alignment in Financial Decision-Making22:15 Navigating Financial Security in Later Life30:27 Debt Management and Financial Safety36:22 Imparting Financial Wisdom to the Next Generation Kion amino acid powder is our go to way to supplement our protein intake and help build muscle in midlife. It dissolves easily in water and tastes great too! Go to www.getkion.com and use code AFTERKIDS for 10% off single items, 15% off bundles, and 20% off subscriptions! Enjoy the show, and we hope you learn a little bit more about living a fulfilling, vibrant, and meaningful Life after Kids! If you like what you hear please rate and review the podcast, hit subscribe, and pass it along to a friend. Making tomorrow even better than today, Dr. Brooke and Dr. Lynne PS... Don't forget to follow us! Instagram Facebook Tik Tok

Watch Here: https://youtu.be/dpT1WeGasRQAbout the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). He has a strong background in mergers and acquisitions (M&A) from his corporate life, including travel and transactions across Europe. Post-COVID, Steve pursued formal education in M&A, leading to his first acquisition in September 2020. He specializes in evaluating the financial health of companies and assisting other dealmakers in navigating the complexities of business acquisitions.Summary: In this episode of How2Exit, host Ronald Skelton chats with Steve Rooms, a seasoned financial expert and M&A specialist. Steve shares his insights on analyzing financial health, the importance of rapport in deals, and navigating his first acquisition during COVID-19. They cover key strategies for company valuations, cash flow analysis, red flags in financials, and the impact of AI on accounting. Whether you're new to M&A or a pro, this episode is filled with valuable takeaways.Key Takeaways:Building Rapport: Establishing a strong rapport with business sellers is crucial for successful acquisitions.Financial Analysis: Deep diving into financial statements, understanding cash flow trends, and identifying red flags are essential steps.Leveraging Expertise: Don't try to do everything alone; surround yourself with experts who complement your skills.AI in Accounting: AI advancements are revolutionizing accounting processes, allowing professionals to focus on value-added services.Preparing for Sale: Business owners should invest time in preparing their businesses for sale to maximize valuation and attract potential buyers.--------------------------------------------------Contact Steve onLinkedin: https://www.linkedin.com/in/stephenrooms/Email: info@proffix.uk--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

With impactful leadership skills and a proven portfolio of work, Ncedisa Mpande is a graduate of the University of Cape Town (UCT) and the University of KwaZuluNatal (UKZN), and is a Chartered Accountant. She first joined the merSETA as Chief Financial Officer (CFO), a post she has held for the past fifteen years.See omnystudio.com/listener for privacy information.

In today's episode, we'll delve into a critical milestone for businesses—knowing when it's time to bring a Chief Financial Officer (CFO) on board. You might think a CFO is only needed for large corporations or major financial moves, but that couldn't be further from the truth. We'll explore how a CFO can transform your day-to-day operations, align your business with your personal goals, and act as a trusted navigator on your financial journey. Plus, we'll discuss the importance of keeping control while accepting expert guidance. Whether you're eyeing big, audacious goals or just want to make sense of your financial data, this episode is for you.   What you'll hear in this episode: 04:10 Support clients, celebrate milestones, embrace entrepreneur's support. 07:14 Gusto simplifies HR processes and offers bonus.   If you like this episode, check out: Should You Try to Scale Everything? What Should You Know About Tax Estimates? How Do You Build a Business with an Exit Strategy in Mind?   Want to learn more so you can earn more? Join Gusto today and get a $100 Visa Gift Card Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Are your business finances holding you back? In this episode, we explore why basic bookkeeping and accounting aren't enough when you're ready to grow. Learn the importance of understanding your profit and loss, balance sheets, and cash flow reports. We'll discuss creating and revising budgets, tracking key performance indicators, and comparing your business to others in your industry. Discover how having a Chief Financial Officer (CFO) or financial advisor can help you make smart decisions, avoid emotional pitfalls, and stay compliant with regulations. Whether you're thinking about hiring new staff, buying equipment, or just trying to boost your profits, this episode has the tips you need to take your business to the next level. Tune in to get the expert advice and encouragement you need to keep pushing forward!   Next Steps:

Carla Titus is an experienced Chief Financial Officer (CFO) with a strong passion for home care and day services based on her experience attaining the best possible care for her aging father-in-law.  One of her specialties with home care entrepreneurs is making sure that they are personally successful.Some of the key topics covered in the episode are as follows:The importance of bookkeepingHow to read your statements to understand the state of your businessThe difference between revenue and cash flow (in other words how to manage the delay between the time that you earn income and receive payment)Ways to deal with financial shortcomingsGoal setting and trackingLeading and Lagging indicatorsCarla's company is called Wealth and Worth Within. They offer a newsletter and lots of educational content on Facebook, Instagram and LinkedIn.  Carla also offers free initial consultations for agencies who are looking for a fractional CFO.Home Care Heroes and Day Service Stars is produced and sponsored by Ankota - If you provide services that enable older or disabled people to continue living at home , Ankota can provide you the software to successfully run your agency. Visit us at https://www.ankota.com. 

In this weeks episode the Mayor was able to sit down with his friend Dustin Parker, the co-founder of Salt. Salt is an innovative tool that takes agents from cocktail napkin to the cloud in a time where the industry is being challenged in this hard market it catch up fast and do business better. Dustin shares with us his fascinating story of becoming an serial entrepreneur and the Co-Founder and Chief Financial Officer (CFO) of SALT Insure. With a background that bridges finance and technology, Dustin has been instrumental in shaping SALT Insure's innovative approach to digital insurance applications, focusing on the needs of independent insurance agents. In 2021, alongside Jonathan Simmons, Dustin co-founded SALT Insure in Grapevine, Texas, with the mission to simplify and enhance the insurance quoting process for independent agents. His leadership has been pivotal in driving the company's growth and in fostering a culture of innovation and excellence within the team. His commitment to empowering agents and improving the customer experience continues to influence the industry, making him a respected figure among peers and clients alike.He is not only passionate about the independant channel, but also the team and culture they have so intentionally built at Salt. He talks about the Heavely environment that they strive to built over there and the team culture that results because of it. We talk about this and so many other topics. He then breaks down what Salt is and the future of Salt. Episode Sponsors:Smart ChoiceCanopy ConnectOlde School Marketing 

Key Moments:The voyage to a data-driven US Coast Guard (5:21)Navigating data-driven approaches to US Coast Guard operations (20:28) Balancing experience-based decision making with data-informed decision making (25:34)In whose data do you trust? (30:10) Measuring the value of data (33:80)Should an AI ethicist be part of the team or should everyone really be an ethicist? (45:00) Key Quotes:“Up until three years ago when we started this, some people – and really our entire organization –  just thought data as IT. They didn't think much past that, because no one had ever really challenged them to think about it. So it wasn't really thought of as, ‘this is the data that we have, and this is the commander's business. This is how the business is going to run. It's not just letting IT figure it out.'” “I think that technology has helped us along the way to visualize data that otherwise would be difficult and time consuming to conceptualize and understand. And as we continue to find ways to make humans understand better what it is that they're looking at – especially in extremely dynamic and complex data situations – I think you'll start to see a shift of trust and that's really experience. It's experience in using data informed decision making activities.” “Would an ethics, an AI ethics advisor to the CDAO be a great thing? Absolutely. Are we all just ethicists? Yes, but I would say that there is a lot of understanding needed. There's a huge area where you could be an expert in the ethics of artificial intelligence and provide sound guidance day after day. I would think that this particular type of employee would be extremely valuable.” Mentions:U.S. Coast Guard 11 Missions AI U.S. Executive Orders White House Orders Federal Agencies to Name Chief AI Officers America's Cyber Defense AgencyMake Your Bed: Little Things That Can Change Your Life… And Maybe the World Bio: Captain Brian Erickson currently serves as the United States Coast Guard's first Chief Data and Artificial Intelligence Officer and is principally responsible for the coordination of data and artificial intelligence activities across the organization. His previous assignments focused primarily on engineering and operations, serving at five operational assignments piloting rotary  and fixed wing aircraft performing search and rescue, law enforcement and other military mission profiles. Brian is a licensed Professional Engineer specializing in aerospace and also served in the Office of Budget and Programs working directly for the Chief Financial Officer (CFO). In 2020, he was selected as the Coast Guard's MIT Sloan Fellow following service as Commanding Officer of Coast Guard Air Station Savannah, GA. Brian is a 1998 graduate of the U.S. Coast Guard Academy, and holds a Master of Science degree in Aeronautics and Astronautics from Purdue University as well as a Master of Business Administration from Massachusetts Institute of Technology. He is a 2022 DataIQ Top 100 most influential persons in data and the 2023 MachineCon AI Leader of the Year. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

In episode 531, Octavia Conner teaches us strategies to increase profits, including how to determine the overall financial health of our business, identify financial leaks and avoid overpaying on tax. Octavia Conner stands as an esteemed financial and tax strategist, celebrated best-selling author of two books, accomplished speaker, and the visionary proprietor of not one but three successful enterprises: Say Yes To Profits, Her CEO Space, and Octavia's Helping Hands Inc. With notable mentions in Forbes and prominent features in Essence, Fox Five News, Portia TV, Fox Soul, ENSPIRE Magazine, Voyage ATL, Authority Magazine, Intuit, and numerous other esteemed platforms, Octavia's unwavering mission is to eradicate small business failure and create wealthy entrepreneurs. Recognized as one of the top 50 accountants in North America for two consecutive years, Octavia boasts a remarkable history of guiding more than 90% of her clients to achieve remarkable growth ranging from 30% to a staggering 350% within just 12 months, all while saving over 55% in business taxes. Octavia Conner isn't merely a financial and tax strategist; with over 20 years of accounting and finance experience, she is the go-to Chief Financial Officer (CFO) for entrepreneurs or small business owners seeking to streamline their finances and pave the way for generational wealth through their business's success. In this episode, you'll learn about having a solid financial foundation, accurate bookkeeping, pricing your services or products for profit, and proactive cash flow management in order to maximize profits. Key points discussed (and action items!): - Pricing Strategies for Small Businesses: Review your pricing strategy and ensure your products and services are priced for a profit margin of around 30% (including hidden costs). - Identify and Address Financial Pitfalls: Business owners should conduct a "profit audit" to identify unnecessary expenses and "profit leaks" in their business. - Are You Overpaying on Tax? Implement a tax strategy at the beginning of the year and check progress regularly to take advantage of deductions and reduce taxes (examples given in episode). - Bookkeeping is Crucial to Make Informed Decisions: Maintain good bookkeeping practices and use an accounting system to track finances and identify expenses for tax deductions - How Much Should You Have Saved? Save a portion of each payment received, such as 20-30%, in a separate "financial peace" or savings account and do not dip into it for other expenses. - Be Prepared for Emergencies: Project business cash flow and revenues several weeks in advance to prepare for periods where cash may be low. - Financial Planning and Profitability for Entrepreneurs: Keeping a track record of your finances and understanding where you can save or cut down on costs will help you become more profitable. Octavia Conner's Free Financial Toolkit Connect with Octavia Conner Website | Instagram

In this engaging episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, and Sean Mooney demystify the pivotal role of the Chief Financial Officer (CFO) within the private equity (PE) landscape. As they navigate through the multifaceted responsibilities and evolving nature of the CFO role, the discussion illuminates why a strategic CFO is indispensable for PE-backed companies. From being the co-pilot to the CEO to mastering the art of translation between financials and business operations, this episode explores the journey from a competent to a strategic CFO and the essential traits that define success in this dynamic role.Listeners will discover:1:45 - The foundational responsibilities of a CFO in PE and the significance of evolving beyond financial reporting to strategic partnership.3:09 - Analogies that capture the essence of the strategic CFO role, comparing it to key figures in military and cinematic narratives.7:47 - The challenges and opportunities in the career progression of a CFO within the fast-paced environment of PE-backed companies.14:24 - How PE firms approach the selection process for a CFO, emphasizing the importance of intellectual horsepower, experience, and interpersonal skills.21:08 - Key strategies for CFOs to excel in their role, highlighting loyalty to the enterprise, integrity, and the ability to be a resource across the organization.35:54 - The nuanced reporting structure of CFOs in PE, including the direct and dotted line reporting to the CEO and the PE firm, respectively."Best But Never Final" offers a deep dive into the critical role of the CFO in steering PE-backed companies towards growth and success. Whether you're an aspiring CFO, a seasoned financial leader, or simply fascinated by the strategic interplay within private equity, this episode provides valuable insights into making impactful contributions in the high-stakes world of private equity.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

For this episode, David sits down with Ben Risser who is passionate about small businesses and startups. He is the owner of Providence Financial Services, which exists to help people with the right financial advice. In particular, empowering small businesses to invest and secure the finance they need to thrive, grow, and pay their people well, which builds strong communities. Ben shares some simple litmus tests you can use to determine if an investment is right for you. He also speaks about how his faith helped him and his partner to be brave, back themselves, do the right thing and navigate an incredibly difficult business situation. KEY TAKEAWAYS If you can´t, explain an investment to a friend, you should be speaking to a financial advisor rather than investing in it directly.  Do your due diligence – understand what can go wrong with an investment. Running out of cash is one of the main reasons startups fail. Investing in hiring talent too early is a common mistake. Startups benefit greatly from employing the right fractional Chief Financial Officer (CFO) for them. Entrepreneurs whose startup aligns with their purpose, typically do well. Put yourself in the shoes of your employees. It will make you treat them properly. Use your data to inform your strategies. Get the right people in the right seats. Don´t get distracted from your purpose. BEST MOMENTS ‘A good investment is one that you understand how profit is earned.' ‘You can invest for an impact.' ‘Have faith that through this hardship, God's goanna accomplish a greater good' ‘You need the checks and balances in a business.'   EPISODE RESOURCES https://providentfinancialservicesltd.com ABOUT THE SHOW People with purpose make a difference. Imagine a world where more people can just get their purpose out of them, into a plan and then actually make it happen. What a world that would be - People everywhere finding meaning and harnessing that to bring inspiration and energy to each and every day, changing lives for the better. But no one ever achieved anything on their own - we all have something unique to bring and that means we all have to play our part - if we want to go far, we have to go together and lead or serve towards a vision of the world we want to see. Everyone has a story to tell, and this show is where these stories come to life. ABOUT THE HOST David Roberts is a highly regarded CEO, mentor, and investor with 30 years of experience across multiple sectors. As an intrapreneur and entrepreneur, David has bought, grown, started and sold several businesses, working with values-driven start-ups, award-winning SMEs, and multinational corporations on strategies for service excellence, leadership, and profitable growth. David's passion is for purpose and creating an environment where everyone can succeed, through building teams that get things done, execute on their mission with passion, deliver exceptional service and really make a difference. ARTWORK CREDIT Penny Roberts - https://www.instagram.com/penpennypencils CONTACT METHODS LinkedIn - https://www.linkedin.com/in/david-roberts-nu-heat/ Facebook - https://www.facebook.com/DavidRobertsPeopleWithPurpose Instagram - https://www.instagram.com/davidcroberts_/ Clubhouse - https://www.clubhouse.com/@davidcroberts?utm_medium=ch_profile&utm_campaign=MBv1ubya1-oOBXc_uQKFHw-46334

Se tre indizi fanno una prova, il ruolo del Chief Financial Officer (CFO) non è soltanto rilevante, ma anche in grande crescita. Il primo indizio è una recente survey dell'Institute of Business Value che ha chiesto ai CEO quale fosse il ruolo aziendale più cruciale per l'evoluzione dell'impresa nei tre anni successivi: nel 60% dei casi, è stato indicato il CFO. Il secondo sono gli studi che deducono dalla loro compensation la rilevanza dei dirigenti del top management team: dopo il CEO, il CFO è quasi sempre il manager più pagato. Infine, si arriva alla stessa conclusione osservando lo span of control, ovvero il numero di riporti del CEO: a quelli tradizionali della funzione di amministrazione, finanza e controllo, se ne aggiungono sempre più spesso altri, relativi a investor relations, politiche fiscali, finanza straordinaria e oltre. In questo podcast Andrea Dossi, Professore di Pianificazione e Controllo di gestione in SDA Bocconi, racconta l'evoluzione del CFO, una figura diventata punto di riferimento dei mercati in tempo di incertezza e di crisi e ideale cerniera tra istanze del mondo circostante e ambiente aziendale.See omnystudio.com/listener for privacy information.

In today's episode, Michael Ewing discusses the critical role of data for decision-making, alignment, and scaling teams. He emphasizes the challenges posed by siloed systems and the necessity of integrated processes to align sales, marketing, and customer success. He also encourages collaboration between the Chief Revenue Officer (CRO) and the Chief Financial Officer (CFO). He aptly describes revenue operations (RevOps) as "the glue" that brings go-to-market teams together and enables growth.Find more at revopschampions.com

Ben Risser is the visionary behind Provident Financial Services, a firm dedicated to empowering small businesses, faith-based nonprofits, and private equity firms through expert financial guidance. In our comprehensive discussion, Ben shares his passionate belief in the transformative power of small businesses and nonprofits in enhancing community and national well-being. He articulates, "I believe when small businesses thrive, it lifts up a community economically...and I believe that makes for a stronger nation." His approach to financial services is not just about numbers; it's about fostering a healthier society.Risser's journey from aspiring pilot to financial guru is both unique and inspiring. Facing the challenges of retinitis pigmentosa, he shifted his aspirations from aerospace to finance, carrying with him a profound sense of purpose. "It forces you to sweep a lot of distractions off the table and say, what do I want to accomplish in my life?" His story is a testament to resilience and finding one's calling amidst adversity.Provident Financial Services, under Risser's guidance, specializes in part-time Chief Financial Officer (CFO) services or what's known as fractional CFO support. This innovative approach provides businesses with crucial financial insights and strategies for growth without the full-time overhead. Ben emphasizes the importance of financial literacy and situational awareness for business owners, stating, "Owners need to understand...where's cash leaking out of the boat and where are they really earning value with the customer?"A key aspect of Risser's philosophy is the empowerment of businesses to not only understand their financials but to use this understanding to make independent, strategic decisions. "We want to get more strategic, and we want our customers to get more and more independent in making financial decisions," Risser notes, highlighting the goal of moving from tactical support to strategic growth.Ben's engineering background infuses his financial expertise with a unique analytical rigor, allowing him to dissect and solve complex financial challenges with precision. This skillset is particularly beneficial for small businesses and startups, which, according to Risser, "desperately need a fractional CFO" to navigate the treacherous waters of financial management and growth.Risser also touches upon the critical role of credible financial reporting and planning for entrepreneurs seeking to raise capital. He illustrates this with the story of an entrepreneur client, underscoring the necessity of meticulous financial preparation. "You can't really build a financial proforma unless you have historical actuals to reference," he advises, highlighting the importance of accuracy from the outset.The conversation with Ben Risser is a deep dive into the vital role of finance in building stronger communities and businesses. His insights offer valuable lessons on resilience, strategic financial planning, and the transformative impact of conscientious financial management. As we explore Risser's approach to finance, it becomes clear that behind every successful business is a profound understanding of its financial heartbeat.

Fractional CFO – how and when to hire a fractional CFO to help you grow your small business, with guest Dan DeGolier. Show Notes page: https://www.thehowofbusiness.com/513-dan-degolier-fractional-cfo/ When and why should you engage a Fractional or Outsourced Chief Financial Officer (CFO)? What are the services a fractional CFO can offer your small business? Dan answers those questions and shares how he helps his clients grow their small businesses. Dan DeGolier, a CPA, is passionate about helping entrepreneurs “upward” to help them understand their finances and cash flows, and obtain the capital needed to grow. Working alongside leaders of companies to help them reach their highest potential is the reason he founded Ascent CFO Solutions over 11 years ago. A fractional Chief Financial Officer (CFO) offers small businesses the expertise of a seasoned financial executive without the commitment to a full-time salary, providing cost-effective access to strategic financial planning, system optimizations, and risk management. An outsourced or fractional CFO can support your small business in making informed decisions for growth, improving financial processes, and navigating fundraising efforts. By bringing in unbiased, high-level insights on a part-time or contract basis, a fractional CFO can help small businesses manage complexity, navigate financial crises, and achieve a solid financial foundation, making it an ideal solution for small businesses seeking to enhance their financial strategy without the overhead of a full-time executive position. Henry Lopez is the host of The How of Business podcast – helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Join us on this special episode of "From The Ground Up," as host Taylor Loyal sits down with Joey Rhyne, the Chief Financial Officer (CFO) of Dow Smith Company, to commemorate his 20th anniversary with the firm. This milestone episode offers an intimate look into Joey's incredible journey, highlighting the pivotal moments that have defined his career and shaped the company's success. In This Episode: Reflecting on 20 Years: Joey shares his reflections on two decades of service, growth, and the evolution of Dow Smith Company through his eyes. The Ups and Downs: Delve into the challenges and victories Joey has experienced, offering listeners a candid look at the realities of long-term commitment to a growing company. Financial Insights: As CFO, Joey provides unique insights into the financial strategies that have supported DSC's projects and how financial leadership plays a crucial role in the construction industry. Personal Growth: Learn about Joey's personal development over the years, his leadership philosophy, and how his role has evolved within the company. This episode is not just a celebration of Joey Rhyne's 20th anniversary but a testament to the dedication, resilience, and leadership that have contributed to the fabric of Dow Smith Company. Through anecdotes, lessons learned, and a look into the company's financial journey, Taylor and Joey offer listeners an inspiring narrative of loyalty, professional growth, and the impact of steadfast leadership. Celebrate this significant milestone with us and gain valuable insights from one of DSC's pivotal figures. Tune in to "From The Ground Up" for an episode filled with inspiration, history, and wisdom that transcends the construction industry.

Stephanie Skryzowski is a Fractional Chief Financial Officer (CFO) for nonprofits and an entrepreneur. She created a company of fully remote CFOs (and other professionals) who help nonprofits around the world manage their money to make a more powerful impact on the people and communities they serve. Stephanie specializes in helping nonprofits, where interpreting financial information correctly can mean the difference between an organization thriving or not. She helps them better understand their numbers and use that information to make smart decisions that will help grow their impact and their income. They get a fraction of a CFO (for a fraction of the cost!)...which is often all they need as they are still small and growing. She started working for nonprofits and leading international finance teams around the world, including Afghanistan, Haiti, Nepal, Nicaragua, Malawi, Mali, and Senegal.  She traveled around the world making sure the nonprofit's financial management systems and teams were strong. She wants other women to know about the fractional leadership model, because it is applicable across so many industries. It can give women the opportunity to build their own business and control their time and money! She now has a team of 16 full-time employees serving hundreds of nonprofits around the globe at 100 Degrees Consulting. Contact Info:Stephanie Skryzowski - GuestStephanie's LinkedIn accountStephanie's IG account100 Degrees ConsultingJulie Berman - Hostwww.womenwithcooljobs.comJulie Berman's LinkedIn Profile@womencooljobs (Instagram) ------------------------------------------------------------------------------------------ I absolutely LOVE being the host and producer of "Women with Cool Jobs", where I interview women who have unique, trailblazing, and innovative careers. It has been such a blessing to share stories of incredible, inspiring women since I started in 2020. If you have benefitted from this work, or simply appreciate that I do it, please consider buying me a $5 coffee. ☕️ https://www.buymeacoffee.com/julieberman Thank you so much for supporting me -- whether by sharing an episode with a friend, attending a LIVE WWCJ event in Phoenix, connecting with me on Instagram @womencooljobs or LinkedIn, sending me a note on my website (www.womenwithcooljobs.com), or by buying me a coffee! It all means so much.

Adam Lean is the CEO and Co-Founder of The CFO Project, a company dedicated to training financial professionals on how to offer outsourced Chief Financial Officer (CFO) and business advisory services. With an accounting background and years of experience in the corporate world, Adam transitioned into entrepreneurship, successfully launching, growing, and eventually selling two businesses. His journey in assisting other business owners led to the discovery of his true passion: educating and equipping entrepreneurs with the tools necessary to enhance their profitability and achieve financial peace of mind. In this episode… In the fast-paced world of small businesses, how can accountants and financial professionals do more for their clients and grow their own businesses at the same time? Is there a way to offer more value without getting overwhelmed by more work? According to Adam Lean, a seasoned entrepreneur, the key is to focus on training and develop a system that allows for scaling services. He emphasizes the importance of having an entrepreneurial mindset and the courage to step beyond traditional accounting roles to become a trusted business advisor. This approach not only enhances the value provided to clients but also opens up new avenues for professional growth and business development. In this episode of the Financial Clarity podcast, host Hannah Smolinski talks with Adam Lean, CEO and Co-founder of The CFO Project, about how financial professionals can expand their impact through training. They discuss the significance of understanding business numbers, the critical role of cash flow management, and the necessity of overcoming imposter syndrome to succeed in offering outsourced CFO services.

Uncover the insider secrets of passive investing with Ryan Stieg, CFO and co-founder of LFI. Join host Chad Ackerman as Ryan shares valuable insights into deals gone wrong, offering lessons learned and tips to prevent such setbacks. Discover the importance of diversification, deeper due diligence, and communication in passive investing. Don't miss this eye-opening discussion with Ryan Stieg on the pitfalls and precautions in the world of syndication investing. Listen now on your favorite podcast platform!

Get into a positive cash flow position as fast as you can. In this episode of the Talent Empowerment Podcast, Jim Downes, CEO of Blueprint CFO, dives into the world of accounting and makes sure we remember to pay attention to the numbers to be more successful.This podcast is powered by LeggUP, the ultimate accelerated leadership development platform with retention insurance. Click here to learn more: https://www.leggup.com/Subscribe to the Talent Empowerment Podcast: https://www.youtube.com/@TomFinnovation

Happy Holidays. We hope you have scheduled some time this month with your family and friends to rest, relax and be together. Davina is taking a brief hiatus from recording new episodes of the Wealthy Woman Lawyer podcast. We hope you enjoy our "Best of 2023" line-up of the most popular episodes of 2023, and we'll be back in January with more episodes of the number-one podcast for Women in Law in the U.S.Getting a handle on your business financials can be tricky--especially if you hate doing the math. Hiring a fractional Chief Financial Officer (CFO) could be the secret sauce you need to take your business up another notch.In this episode of Wealthy Woman Lawyer®, Davina speaks with guest Danielle Hendon, founder and CEO of 4 Corners CFO. Danielle is a Texas-based CPA who thrives on applying big-business financial concepts to growing small businesses while increasing their livelihoods and legacies. With more than a decade of experience in corporate finance and accounting, today she specializes in working as a fractional CFO for law firms.Davina and Danielle dive into the details of law practice financials and why they're often so messy. Danielle breaks down how to understand a cash flow statement, the reason for creating a business budget, and how you could be undervaluing yourself by charging flat fees.Show Highlights: The key financial reports women law firm owners should be reviewing in their businesses, what your profit and loss statements and balance sheets reveal about your earnings, and how to interpret what the numbers mean to your business. How to understand a cash flow statement in relation to your business budget and account for emergency savings. Why you need a business budget built off of your profit and loss statement for the year, why you should review it on a monthly basis, and how it can help you define areas of the business that need extra attention. How to prioritize your expenses in relation to your business budget, why you should be tracking all of your time, and how your systems are impacting your billing. The reason you could be undervaluing yourself by charging flat fees, why you need several people on your financial team, and the role of a fractional CFO. Subscribe and ReviewWe'd appreciate you subscribing to this podcast and leaving an Apple Podcasts review. Reviews help others discover and learn what Wealthy Woman Lawyer® is all about. It only takes a second and helps us out a lot!Supporting Resources: Visit our website: www.wealthywomanlawyer.com  Connect with us on Instagram Join our free Facebook community Get the book The Wealthy Woman Lawyer's Guide to Building a Systems-Driven Law Firm Business! Visit Danielle Hendon's LinkedIn Visit Danielle's website: 4cornerscfo.com

When your practice is growing, you'll need to add more staff or start hiring staff. While great staff can make your dream work, all staff members are an expense. Do you truly understand the financial view of hiring staff? Ken Weil does, and he advises his clients on staff expense, and a lot of other business financial issues, so that his clients can grow profitably. Ken Weil is President of Consult your CFO, a fractional CFO firm. Ken has more than 30 years of experience in Corporate Accounting and Financial Management Consulting. He has served as a Chief Financial Officer (CFO), Controller, and Project Manager. He has experience working with both small businesses and Fortune 500 companies and has been involved in the integration of mergers and acquisitions; bringing order and structure to disorganized accounting departments; and training and developing accounting staff to perform above their basic functions. In this episode Carl White and Ken Weil discuss:The essential financial numbers for staff a practice needs to knowHealthy numbers for a growing practice and a mature practiceThe value in breaking down staff expense across a P / L instead of keeping them lumped together Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Ken WeilWebsite: www.consultyourcfo.comFacebook: https://www.facebook.com/consultyourcfoConsult Your CFO's LinkedIn: https://www.linkedin.com/company/consult-your-cfo-inc-/Your Personal LinkedIn Page: https://www.linkedin.com/in/kenweil/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

IN THIS EPISODE...In this digital age, where the volume of data is growing exponentially, object storage has emerged as a fundamental technology, particularly well-suited for cloud computing and big data applications. It offers the advantages of easy scalability, durability, and accessibility, making it an integral part of modern data management solutions. Unlike traditional file systems, which organize data into hierarchical folders and directories, object storage takes a different approach.My guest today, Garima Kapoor, Ph.D., is the Co-Founder and Chief Operating Officer (COO) of MinIO, Inc., an industry-leading company that has pioneered a high-performance, S3-compatible object store. With a solid educational background and extensive experience, Garima has been instrumental in MinIO's remarkable journey. Under her strategic leadership, MinIO has emerged as a powerhouse in data storage, specializing in large-scale AI/ML, data lake, and database workloads. The innovative object store solution MinIO offers is designed to meet the demanding requirements of modern data-driven applications. It is characterized by its software-defined architecture, enabling seamless deployment on a wide range of environments, including cloud and on-premises infrastructure.------------Full show notes, links to resources mentioned, and other compelling episodes can be found at http://LeadYourGamePodcast.com. (Click the magnifying icon at the top right and type “Garima”)Love the show? Subscribe, rate, review, and share! ------------JUST FOR YOU: Increase your leadership acumen by identifying your personal Leadership Trigger. Take my free my free quiz and instantly receive your 5-page report. Need to up-level your workforce or execute strategic People initiatives? https://shockinglydifferent.com/contact or tweet @KaranRhodes.-------------ABOUT GARIMA KAPOOR:Garima Kapoor is a prominent figure in the tech industry, known for her role as the Chief Operating Officer (COO) and co-founder of MinIO, a cutting-edge technology company. With a solid financial background, she initially served as the company's Chief Financial Officer (CFO) before taking on her current leadership position. Garima is not only a successful entrepreneur but also an active investor and advisor to emerging technology companies in the dynamic landscape of Silicon Valley.Her academic journey is equally impressive, holding a Doctor of Philosophy (Ph.D.) in Accounting and Finance from Nirma University, a Masters in Economics from Banasthali Vidyapith, and a Bachelor of Science (BS) degree in Economics from Delhi University. Garima's multifaceted expertise and leadership have played a pivotal role in shaping the success of MinIO and contributing to the advancement of technology in the digital era.------------WHAT TO LISTEN FOR:WHAT TO LISTEN FOR:1. What does MinIO do, and how does it help organizations?2. What is object storage?3. What are the tips for building a successful startup?4. What is the role of fundraising and product development in the growth of a storage company?5. What is courageous agility, and how does it help to navigate unpredictable paths in leadership and...

Episode: Sacred Passions for Profit with Audrey Godwin Host: Nikki Klugh Welcome to Create Your Sacred Space Podcast with Nikki Klugh. the podcast that unveils the soul of architecture and design. Join us as we explore the passion, creativity, and purpose behind the most inspiring spaces and projects and dive deep with those who create them consistently. I'm your host, Nikki Klugh, and I'll be your guide as we journey through the hearts and minds of sacred space architects and designers who are driven by compassion and authenticity. _________________________________________________ Audrey Godwin Bio: Audrey Godwin is an award-winning entrepreneur who teaches women entrepreneurs and professionals how to confidently fund their lifestyle for their lifetime and leave a legacy that is meaningful to the people and causes they love. Over her previous career as a CPA and Chief Financial Officer (CFO), she has helped hundreds of professionals and entrepreneurs not only keep more of what they make, but also implement strategies that help them build wealth according to what is important to them. During those 20 years, Audrey recognized that just having tools and worksheets did not create lasting transformation for financial sustainability and generational wealth. She created the Position 4 Profit (TM) framework to help clients align vision and values to their financial strategies. Rather than selling financial services, Audrey's focus is on educating women to make the best financial decisions for their individual situations from a place of freedom, not fear. She understands that financial mastery is not an all or nothing choice - not one and done. Financial mastery is a series of consistent behaviors that are informed by what we BELIEVE as well as who we are BEING and BECOMING. Her clients recognize that her ability to feel deeply yet make decisions with a clear head make her a valuable partner in helping them become fearless and financially savvy leaders. Her experience has molded her into both a strategist and storyteller. She translates vision and values to dollars and sense, taking what's possible and grounding it in what's possible now. __________________________________________ Thank you for being a part of our heart-centered community, and until next time, may your life be filled with sacred spaces that reflect the beauty of your soul. Remember, FIRST We shape our buildings; thereafter they shape us.

Getting that first award is one of the most exciting opportunities for a small business in government contracting. For new entrants or companies that have been struggling to get their footing in the government contracting and that first opportunity can seem like an almost impossible task. On this episode we discuss a couple of foundational elements, technical credibility and focus on a target market, to getting that first contract and continuing to develop your brand to sustain growth government contracting (GovCon).Director Calvin Mitchell was appointed to Senior Executive Service as Director of the U.S. Department of Education, Office of Small and Disadvantaged Business Utilization (OSDBU) in 2021. Mr. Mitchell is responsible for implementing the Department's small business procurement programs across the $2.8 billion procurement operation; and implementing policies and initiatives throughout the Department to ensure that all socioeconomic categories of small business are afforded opportunities to compete for contracts. Prior to the OSDBU, Mr. Mitchell was the Deputy Director of Contracts and Acquisitions Management (CAM). As CAM Deputy Director, in the Office of the Chief Financial Officer (CFO), he was responsible for overseeing the work of four contracting divisions that provide operational procurement services to the Department of Education.● Check out Conversations with Cal on YouTube.● Register in the U.S. Department of Education Small Business Database Registration Portal● Request to join the Hive39 Community on Linkedin● Help spread the word about Unveiled: GovCon Stories● Do you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know on our Suggestion Form. Links:● U.S. Department of Education Office of Small & Disadvantaged Business Utilization (OSDBU)Sponsors:Twenty39 – simplifying the complexity in pursuing government contracts: https://www.twenty39.comIf your business is considering government contracting and need expert advisory, business development, proposal management, and/or operations support we are here to help. We provide end-to-end enablement for pursuing government contracts.Hive39 Community: https://twenty39.com/hive39-community/An inclusive online community for GovCon Small Businesses and Consultants to learn, share, and grow. Receive free resources to support your business in pursuing government contracts; and meet new partners, identify small business relevant events and cost appropriate vendor resources, stay up to date on policy and legal changes impacting small business, and share 1099 and partnership opportunities. Join today! Hosted on Acast. See acast.com/privacy for more information.

This week, host Troy Edgar meets with Pat Rose, the former Chief Financial Officer (CFO) of the Transportation Security Administration (TSA). While most people associate TSA with airport security, Pat sheds light on their broader mission, his career and overseeing a $10.4 billion budget.  In this episode, we examine the government's approach to planning and funding technology modernization, why does this process typically span 2-3 years from concept to execution?  Ameritocracy™ is produced by Prospect House Media and recorded in studio locations in Los Angeles and Washington DC.

Step into the intriguing world of real estate syndication with Shane Thomas, co-founder and managing partner of Catalyst Equity Partners. This insightful journey uncovers how Shane transitioned from a Certified Public Accountant (CPA) to a successful real estate syndication investor, using his finance acumen to manage a portfolio of nine properties and 1,900 units. Explore the significance of having a CPA on your team for accounting review and how a fractional Chief Financial Officer (CFO) can turbocharge your business growth. Also, discover the pivotal role networking plays in securing prime deals and the potential that lies in value-add heavy renovations.Shane further delves into his experience as a Limited Partner (LP) and General Partner (GP), underlining the importance of asset management. Understand the unique business strategies they've implemented, their relationship with property managers, and their Key Performance Indicator (KPI) analysis approach. Shane and his business partner, Prashant, have streamlined systems for regular check-ins with their property manager, monthly reviews with the regional manager, monthly Profit & Loss (P&L) reviews, and quarterly distributions to investors. Learn how their effective communication skills and KPI tracking enable them to implement necessary changes quickly. Stay informed with their list of 15-20 key indicators that provide them with control over their assets. Don't miss this insightful journey!Don't miss the opportunity to connect with Shane Thomas directly. Visit his LinkedIn profile to network, gain further insights, and stay updated with his latest projects in real estate syndication. This is a great chance to learn from an industry expert and expand your professional network. You can find him on LinkedIn at Shane Thomas.Also, be sure to check out Catalyst Equity Partners' website for more detailed information about their portfolio, investment strategies, and value-add renovation projects. There's a wealth of knowledge waiting for you there. Visit Catalyst Equity Partners today!VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

A fractional Chief Financial Officer (CFO) is becoming more common for businesses that don't need  -- or can't afford --  the full-time services of a top-level executive.Today's guest, Tom Gentry, is a veteran CFO who's worked for several companies, including PricewaterhouseCoopers, and is now focusing on fractional leadership as a Regional Director for The CFO Centre.On this episode of The Clarity Advisors Show, Tom shares with host, Ken Trupke, lessons about building great teams and business success from the perspective of the finance leader.Timestamps(01:16): Tom's services and The CFO Centre's typical clients(02:45): What makes The CFO Centre unique among fractional leadership companies(03:44): Recruiting great CFOs to be fractional leaders(04:34): Finding clients in need of fractional leaders.(05:23): Tom's career path(07:54): The dynamics of a family business(09:45): Lessons learned in the family business(12:26): Lessons learned at PriceWaterhouseCoopers(13:49): Helping clients at a broader business level(16:37): The role of the fractional CFO(17:50): Getting the team aligned(18:58): Lessons learned from growing quickly(20:31): What's different about leading teams today(22:18): Tried and true principles(24:56): How to contact Tom GentryEpisode Quotes“We try to manage the numbers that really do matter to the business owner.”  (Tom) “Most of our CFOs have been full-time CFOs for many, many years and they're looking for a little bit better work-life balance.”  (Tom) “Working at that family-owned business, I learned about team building. I learned about the value of having good people and having the right people in the right places. And I learned a lot about what not to do when it came to dealing with personnel.”  (Tom) “I learned early on through that process how to have those difficult conversations. You can have those difficult conversations in a positive way.”  (Tom) “There are times when a business owner wants to sit down and talk to us about his ideas for three, five, or 10 years down the road. Where does he want to be? What does he want to do? How does he want to grow? And what is it going to take to get there? We will help from that standpoint as well.”  (Tom) “Once I began to venture into areas that were non-financial in nature, I thought I would get some pushback. But I never have. Basically, the owner really likes it. He relates to it. He likes having those conversations.”  (Tom) “If you really want to go that extra mile to help somebody, then that will come back to you.”  (Tom) Connect with Tom GentryTom.Gentry@cfocentre.comPhone:  404-915-4295The CFO CentreTom Gentry on LinkedIn

Getting a handle on your business financials can be tricky--especially if you hate doing the math. Hiring a fractional Chief Financial Officer (CFO) could be the secret sauce you need to take your business up another notch.In this episode of Wealthy Woman Lawyer®, Davina speaks with guest Danielle Hendon, founder and CEO of 4 Corners CFO. Danielle is a Texas-based CPA who thrives on applying big-business financial concepts to growing small businesses while increasing their livelihoods and legacies. With more than a decade of experience in corporate finance and accounting, today she specializes in working as a fractional CFO for law firms.Davina and Danielle dive into the details of law practice financials and why they're often so messy. Danielle breaks down how to understand a cash flow statement, the reason for creating a business budget, and how you could be undervaluing yourself by charging flat fees.Show Highlights: The key financial reports women law firm owners should be reviewing in their businesses, what your profit and loss statements and balance sheets reveal about your earnings, and how to interpret what the numbers mean to your business. How to understand a cash flow statement in relation to your business budget and account for emergency savings. Why you need a business budget built off of your profit and loss statement for the year, why you should review it on a monthly basis, and how it can help you define areas of the business that need extra attention. How to prioritize your expenses in relation to your business budget, why you should be tracking all of your time, and how your systems are impacting your billing. The reason you could be undervaluing yourself by charging flat fees, why you need several people on your financial team, and the role of a fractional CFO. Follow and Review:We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.Supporting Resources: Visit Danielle Hendon's LinkedIn Visit Danielle's website: 4cornerscfo.com Visit our website: www.wealthywomanlawyer.com  Connect with us on Instagram Join our free Facebook community Show our sponsor, NoBull Marketing, some love. Schedule an appointment with NoBull Marketing. Reach out to Optimize My Firm Visit our sponsor- Gavel.io! Get the book The Wealthy Woman Lawyer's Guide to Building a Systems-Driven Law Firm Business! Note: Wealthy Woman Lawyer® may have an affiliate relationship with the podcast sponsors and be compensated for referrals.

This week, Shawn is by financial guru and successful entrepreneur, Greg Wilson. Greg is not just any guest; he knows a lot about money and how businesses work because his the Chief Financial Officer (CFO), for over a hundred different companies. He has seen how businesses can do really well and how some don't do so well. He's coming to talk about all that he's learned from being around so many different businesses.Greg will share some important things about how to make a business successful and the big mistakes to avoid. He has lots of experience, and his tips can help people who want to start a business or who already have one. So, this chat is going to be really helpful! You should make sure to listen to it and maybe even write down some notes, so you remember all the good stuff he's going to share. Support the showJoin the #1 Community for Service-Based Entrepreneurshttps://www.blackdiamondclub.com Follow Shawn and Lacey on Social Media: https://www.instagram.com/drshawndill/ https://www.instagram.com/drlaceybook/

In this podcast, we talk with our special guests, Roberta Young and Camie Patterson about the importance of strong partnerships in leveraging the Mission and Margin polarity. Roberta is the Chief Nursing Officer (CNO) and Vice President of Patient Care at Lake Region Healthcare. She has been a nurse and healthcare leader for over 42 years and has had the privilege of serving many patient populations, communities, and healthcare staff. Camie joined Lake Region Healthcare in 2019 and serves as a member of the Executive team as a Senior Vice President and Chief Financial Officer (CFO) where she ensures financial reports are prepared accurately and timely and works with leaders to make improvements so that the resources are used most effectively and efficiently. In this podcast, we talk about some of the top challenges of Roberta and Camie as a Chief Nursing Officer and Chief Financial Officer and some of the perspectives on the importance of the CNO/CFO partnership. We also talk about some recommendations for other CNO/CFO dyads to promote an interprofessional and healthy relationship, as well as how to stay connected in your partnerships. For full show notes and links, visit: https://www.missinglogic.com/new-podcast If you found value in this episode, please subscribe and leave us a review on Apple Podcasts! SOCIAL MEDIA LINKS: https://www.linkedin.com/company/missinglogic-llc https://www.facebook.com/missinglogicLLC https://twitter.com/MissingLogicLLC https://www.instagram.com/missinglogic_llc/

Is it possible for real estate investors to increase their profits with a fractional CFO? The answer is yes. Fractional CFOs can significantly reduce risk and increase profit margins for real estate investors in a number of ways. What is a fractional CFO? The CFO is the Chief Financial Officer and fractional means part-time. A Fractional CFO is a way to utilize the CFO's skills at a fraction of the full CFO price tag. In this episode, Toby Mathis, Esq, of Anderson Business Advisors welcomes David Richter, Founder and Owner of SimpleCFO. David empowers business owners to make more profit and live life on their terms with the SimpleCFO Fractional CFO program. He is also the author of “Profit First for Real Estate Investing.” Toby and David discuss the benefits of incorporating a CFO into your real estate investing business. David has an interesting range of solutions that will help investors increase their business revenue, owner's pay, cash reserves, and more! Highlights/Topics: David's background as an investor, and starting a fractional CFO What a Chief Financial Officer (CFO) does 3 reasons investors need these services The “hope and pray plan” and comparison system Making money is easy - what to do next is the hard part Profit first, allocating bank accounts for taxes, etc. Sales - Profit = Expenses with the Profit First system Getting clarity around how much you actually need to keep SimpleCFO's structure and meeting schedule with clients At what point should you get in touch with SimpleCFO? Click the link below Resources Download the FULL Ebook of Profit First For Real Estate Investing https://simplecfo.com/anderson/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis on YouTube https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ

Welcome to the Social Collectives podcast, where today we will be exploring the world of business and finance with industry expert, Scott Brinser. In this episode, we have Scott Brinser, the founder of Brinser Consulting, a financial consulting firm that specializes in working with small to mid-sized businesses.Scott will be sharing his expertise on the role of a Chief Financial Officer (CFO), who needs a CFO, and why. As a seasoned financial executive with over 20 years of experience, Scott has worked with a variety of companies in different industries, helping them streamline their financial processes, manage their cash flows, and grow their businesses.During this episode, Scott will define the role of a CFO and discuss the various responsibilities that come with the job. He will also explain why having a CFO can be crucial for the success of a business, especially for those that are looking to grow and expand.If you're a business owner, an entrepreneur, or just interested in learning more about the world of finance, this episode is for you. Tune in to hear from one of the leading experts in the field and gain valuable insights on how you can take your business to the next level.https://brinserconsulting.com

Do you ever wish you had someone to help manage your finances? Being your own CFO is easier than you think! As the Chief Financial Officer (CFO) of your business, it's important to take control of your finances and make sure you are taking the right steps toward achieving financial success. In this episode, we'll discuss how to be your own CFO and provide tips for managing your finances effectively. Episode Highlights: What is a Fractional CFO? The 3 OTHER Financial Roles you need in your business 3 reports you should read each month 2 Non-Financial benefits to CFOs Links: Save Taxes in your business: Free Consultation Follow me: https://www.instagram.com/thepatdarby Weekly Tax Tips & Deadline Reminders: Get Tax Reminders