Podcasts about chief financial officers

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Best podcasts about chief financial officers

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Latest podcast episodes about chief financial officers

The Daily Mastermind
Strategic Finance: Key Levers for Business Growth with Michael Barbarita

The Daily Mastermind

Play Episode Listen Later Dec 30, 2025 30:37


In this episode of the Daily Mastermind, host George Wright III is joined by Michael Barbarita, founder of Next Step CFO. They discuss the importance of combining financial strategies with business strategies to drive success. Michael shares insights from his 40 years of experience, including his failures and successes. Key topics include the conversion formula for sales, the critical five numbers for financial clarity, and the seven essential steps to drive 80% of business revenue. Michael emphasizes the importance of adaptability and innovation in today's fast-changing market.01:25 Michael's Journey: Successes and Failures03:21 The Birth of Next Step CFO04:48 Core Business Strategies and Conversion Formula14:25 The Critical Five Numbers for Business Decisions16:53 Adaptability and Innovation in Business25:25 Seven Steps to Drive RevenueYou have GREATNESS inside you. I BELIEVE in You. Let's Make Today the Day You Unleash Your Potential!George Wright IIICEO, The Daily Mastermind | Evolution X_________________________________________________________P.S. Whenever you're ready, here are ways I can help you…Get to know me:1. Subscribe to The Daily Mastermind Podcast- daily inspiration, motivation, education2. Follow me on social media Facebook | Instagram | Linkedin | TikTok | Youtube3. Grow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About Michael Barbarita:Michael Barbarita has owned and operated retail, manufacturing, and service companies for over 30 years. One of the retail companies he operated, called “Ski Town USA,” grew from $2.5 million to $8.0 million in less than 5 years. One of the products he manufactured was “Cookies To Scoop Frozen Cookie Dough,” which was featured on the QVC Home Shopping Network and was selected as one of the top 20 products in the State of Massachusetts in 1997. He has sat on the Board of Directors of 5 different companies and was a Chief Financial Officer and Treasurer for a large specialty retailer, as well as for all of his previously owned companies. Michael has been involved in the structuring of leveraged buyouts, has experience in owning both commercial and residential investment real estate, exporting and doing business on a global scale, and is an award-winning public speaker and Published Co-author with a Bachelor of Science in Business Administration at Babson College in Wellesley, Massachusetts.Connect with Michael Barbarita: Instagram: https://www.instagram.com/nextstepcfo/Website: https://www.nextstepcfo.net/Show: Powerful Business Strategies: https://podcasts.apple.com/us/podcast... | https://www.powerfulbusinessstrategie...YouTube: / michaelbarbarita

Healthcare IT Today Interviews
IBM and enGen Collaborate to Eliminate Errors in Member Enrollment

Healthcare IT Today Interviews

Play Episode Listen Later Dec 26, 2025 16:16


According to research by enGen, a healthtech company that serves payers and providers with automated solutions, they found that each error in member enrollment data costs an average of $172 in fixes and downstream problems. A new solution called enGen enRoll(TM), an AI-driven collaboration between enGen and IBM, was designed to address this problem. Maynd Jolly, Chief Financial Officer and Senior Vice President of Client Partnership at enGen, and Matt Gierhart, Vice President of Product Management at IBM, discuss the implications and promise of the product in this interview at the recent HLTH Conference.Learn more about enGen: https://goengen.com/Learn more about IBM: https://www.ibm.com/industries/healthcareHealthcare IT Community: https://www.healthcareittoday.com/

Moving Markets: Daily News
Special episode: Private Equity in a Changing World

Moving Markets: Daily News

Play Episode Listen Later Dec 24, 2025 10:01


Excerpt from Beyond Markets Podcast, originally published on 24.08.2025.This episode is part of a special two-week series featuring highlights from Julius Baer's recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.Investing in private markets has the potential to create long-term value in portfolios. But how can qualified and professional investors navigate the current marketplace? What does the private equity market look like today? Which factors are driving potential opportunities? And where might the risks lie? In this episode of the Beyond Markets podcast, Fiona Kenyon, Head of Private Markets Specialists at Julius Baer talks to Jack Weingart, Chief Financial Officer at the global alternatives firm TPG, to discuss these questions as they evaluate the current landscape and reflect on the potential risks and rewards.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:40) - Private equity: Jack Weingart, Chief Financial Officer at TPG and Fiona Kenyon, Head of Private Markets Specialists (08:43) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

GPFans - Formule 1-nieuws & meer!
Red Bull stelt vervanger Marko aan, F1-baas over terugkeer GP Duitsland | GPFans News

GPFans - Formule 1-nieuws & meer!

Play Episode Listen Later Dec 24, 2025 3:10


Red Bull Racing heeft het vertrek van voormalig adviseur dr. Helmut Marko gefinaliseerd. De 82-jarige Oostenrijker maakt daarmee officieel geen onderdeel meer uit van het Oostenrijkse merk. Daarnaast heeft Red Bull, naast Laurent Mekies, een nieuwe naam in het register gezet als Chief Financial Officer, namelijk Alistair David Rew.

Becker’s Healthcare Podcast
Brenda Fernández, MBA, Chief Financial Officer, Puerto Rico ASC Holding

Becker’s Healthcare Podcast

Play Episode Listen Later Dec 20, 2025 6:27


This episode recorded live at Becker's 31st Annual The Business and Operations of ASCs features Brenda Fernández, MBA, Chief Financial Officer, Puerto Rico ASC Holding. Brenda discusses strategies for financial stewardship, leveraging technology and AI to optimize ASC operations, and opportunities for collaboration and growth in the outpatient surgery space.

rose bros podcast
#257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities

rose bros podcast

Play Episode Listen Later Dec 18, 2025 59:12


Greetings, and welcome back to the podcast. This episode we are joined by Mr. Vern Yu - CEO of AltaGas - a TSX listed midstream & utilities company with a market cap of ~$13 billion. As President and Chief Executive Officer, Vern Yu leads the development and execution of AltaGas' strategy, oversees operations and manages the business and affairs of AltaGas.Vern is an experienced executive with a proven track record of success across the energy infrastructure value chain including within North American Midstream and Utilities markets being AltaGas' core focus areas. Vern joins AltaGas after a successful three-decade career at Enbridge Inc., most recently serving as Executive Vice President, Corporate Development, Chief Financial Officer and President, New Energy Technologies. Prior to that, Vern held various commercial, operational, and financial roles including serving as Executive Vice President, President Liquids Pipelines and as Executive Vice President and Chief Development Officer, where he played a leading role in securing more than $30 billion in new growth projects, completion of major pipe replacement projects, leading entry into new markets, and various acquisitions.Vern holds a Master of Business Administration degree in Finance from the University of Toronto, as well as a Bachelor of Science degree in Applied Science from Queen's University. He previously served as the Vice Chair of the Alberta Cancer Foundation's Board of Trustees and served on the Boards of DCP Midstream, Énergir Inc. and Calgary Economic Development.Among other things we learned about Gas Utilities, LPG Markets & Asian Export Opportunities.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals AmbyintBunch ProjectsSupport the show

Biotech 2050 Podcast
Matt Gline, Roivant Sciences CEO, on Clinical Breakthroughs, Capital Discipline & Building Biotech

Biotech 2050 Podcast

Play Episode Listen Later Dec 17, 2025 34:25


Synopsis: This episode is proudly sponsored by Quartzy. Roivant Sciences CEO Matt Gline returns to Biotech 2050 for a deeply reflective conversation with host Rahul Chaturvedi on what it really takes to build a biotech company that lasts. From Roivant's transformational $7B Pfizer-to-Roche deal to delivering registrational Phase 3 data in dermatomyositis—one of biotech's most difficult graveyard indications—Matt shares how disciplined execution, decentralization, and learning from failure shaped Roivant's trajectory. The discussion explores Roivant's unique “Vant” model, why multiple CEOs can outperform centralized command-and-control structures, and how thoughtful clinical trial design—down to steroid tapering and site execution—can make or break outcomes in rare disease development. Beyond science and strategy, Matt reflects candidly on his own evolution as CEO, the realities of leading a public biotech through volatile markets, and why authenticity, focus, and embracing hard lessons matter more than chasing hype. This episode is a masterclass in biotech leadership, clinical development, and long-term value creation. Biography: Matt Gline serves as Chief Executive Officer of Roivant Sciences. Mr. Gline joined Roivant in March 2016 and previously served as Chief Financial Officer. From April 2014 to March 2016, he was a Vice President at Goldman Sachs, Fixed Income Digital Structuring, where he focused on technology and data strategy. Prior to Goldman Sachs, Mr. Gline was a co-founder of Fourthree, a risk analytics technology and consulting company. From 2008 to 2012, he served as Vice President at Barclays, Enterprise Risk Management Advisory, where he provided analysis for corporate clients related to capital markets access for financing and risk management. Mr. Gline earned his A.B. in Physics from Harvard College.

The ALPS In Brief Podcast
Reaching Out: The Superpowers of Kindness and Connection

The ALPS In Brief Podcast

Play Episode Listen Later Dec 17, 2025 23:43


Hi everyone. I'm Rio Laine, the Director of Strategic Partnerships at ALPS Insurance. Welcome to our latest installment of the Alps In Brief Podcast. I am joined today by our Chief Financial Officer, Sara Smith, and she is also the president of the Montana Society of CPAs.  Her theme for her term as president is connection, which is a value that runs through both her leadership and her life. So at ALPS, Sara helps guide a growing company that's redefining what it means to lead with purpose. And when she's not leading finance teams, she's often on a mountain bike trail somewhere in Montana. So exploring new terrain, both literally and figuratively.  So thank you so much for joining us, Sara.  Sara Smith:  Thanks, Rio. Thanks for having me.  Rio Laine:  Yeah, it's a pleasure. I'm happy we got this chance to sit down and chat about all the exciting things you have going on, and I'm really looking forward to our discussion.  Sara Smith:  Yeah, me too.  Rio Laine:  Yeah.  So okay, let's start with your story, the beginning. What first drew you to accounting and being a CPA?  Sara Smith:  That's a great question.  When I was in high school, I took accounting and they taught the class with a packet, right? And it had the balance sheet and income statement and all the journal entries. And it was such a neat and clean process, and I really enjoyed that. But when I went to college, I thought, "I am much too exciting to be an accountant. I have way more things that I would like to do and this seems really boring." So I went the long way. I got my undergraduate in marketing and management and got my MBA, and then discovered accounting and pursued my CPA after that.  Rio Laine:  Oh, awesome. And did you kind of revisit that love of that kind of order and the balance sheet and all the nice orderly parts of it?  Sara Smith:  Yeah. I think the thing ... There's a misconception about accounting that it is very black and white. And in reality, it's really messy and it has a lot of shades of gray, which make it much more challenging than it looks on paper.  Rio Laine:  Yeah. Oh, interesting.  So before joining ALPS, you spent a lot of time working for a variety of companies, including Target and Montana Rail Link. So I'm very curious, can you tell us a little bit about that path and what eventually led you to ALPS?  Sara Smith:  Absolutely.  So I was an intern at Target when I went to college here at the University of Montana. It was such a fun internship. I mean, we just basically ran around that store and did whatever we wanted. And I thought, "Oh, well, if this is how the work turns out, then I want to join this team." And there weren't a lot of good job prospects when I graduated from college, so I moved to Colorado with Target and went through their store management training program, which was a lot of hands-on management, which was great. I really enjoyed it.  It wasn't long into that process though that I realized that this was not for me. Retail was not going to be a long-term career. And I utilized their program to pay for graduate school and I went and got into my MBA program.  So I did that for a couple of years, and then 9/11 happened and decided to move back to Montana; and had a friend of a friend that worked at Montana Rail Link and got in the accounting department there. And I didn't love it, to be honest. It was not my favorite place, mainly because of culture.  Rio Laine:  Yeah.  Sara Smith:  And so my advisor suggested that I try ALPS, and I've been there 22 years.  Rio Laine:  Wow. Yeah, it's true. I mean, culture is such an important part of a workplace.  And so in terms of ALPS, I mean, obviously the culture was appealing, but also is there anything else that made you feel like it was the right fit?  Sara Smith:  Yeah. I came in in a strange part of time in ALPS' history. They were on this really kind of creepy second floor and the doors were closed all the time, and it wasn't actually a very welcoming type atmosphere. And so I really found solace in the accounting department. They liked to have fun, they played jokes on each other. There was just a lot of laughing.  Rio Laine:  Mm-hmm.  Sara Smith:  And so that's something that I really, really enjoyed.  Rio Laine:  Yeah. Oh, that's awesome.  And I mean, there's still a lot of laughing at ALPS, which is really nice. I mean, now we're on a different floor and it's much more open and nice, so ...  Sara Smith:  Yes.  Rio Laine:  Oh, that's awesome. Well, we're obviously very happy that you're part of the ALPS team.  Sara Smith:  Thanks.  Rio Laine:  And you're a really important part of it. I mean, really, you literally make the numbers work, so ...  All right. So let's shift our focus a little bit and talk about the idea of connection and how that plays into your kind of leadership philosophy. You know, you made connection the central theme of your leadership this year kind of personally, but also at the Montana Society of CPAs. So I'm curious to know what inspired you to make that your theme?  Sara Smith:  So there were three things that actually fed into that. First was just from an organizational perspective, people weren't coming to things in person, right?  Rio Laine:  Oh yeah.  Sara Smith:  They were choosing the online option. And then my guess is they were likely multitasking, right?  Rio Laine:  Yes.  Sara Smith:  And so they're missing that opportunity to connect in person.  And then the second thing is the people that did come, you would go to a table and they'd all be on their phones. Right?  Rio Laine:  Oh yeah.  Sara Smith:  And so that is also very challenging. It's hard to connect when you literally have your nose in your device.  And then earlier this year, I was on a flight, and I had a woman sitting next to me and she started to talk to me. And I just wasn't sure if I was going to take the bait, if I was in that place to have that sort of conversation on a plane, and I ultimately decided, "Yes." And we had such a rich conversation and had a lot of connections about a lot of different things that I didn't anticipate, and I actually went and had coffee with her a few months later after she got back from her travels.  Rio Laine:  Oh, really?  Sara Smith:  And so if I had not said yes to that, I wouldn't have formed that new connection. And so that really has just stuck with me, right? You got to say yes in order to engage.  Rio Laine:  Yeah, absolutely. I love that.  I love that you made a new friend on the plane too-  Sara Smith:  Right?  Rio Laine:  ... Because yeah, you never know sometimes.  Sara Smith:  Yeah.  Rio Laine:  I travel a lot and you're like, "Am I going to have this conversation?"  Sara Smith:  Yeah. Right. Exactly.  Rio Laine:  Yeah, yeah. I'm happy you did. That's pretty amazing.  So it sounds like kind of your approach to connection is the idea that it not necessarily comes from doing more, but from being present and kind of saying yes to that. So I mean, what does that mean for you in practice as a leader, but as a person? I mean, aside from saying yes to airplane conversations. Yeah.  Sara Smith:  Yes.  I think that one of the most important things is just not being distracted. And whether that means you put your phone away, you turn it off, you put it someplace where you can't access it, I think that's step number one.  Rio Laine:  Hmm.  Sara Smith:  And then you really intently listen with your whole person and try to understand what that person is really saying to you. I think those are the two things that I really try to take into practice. And it can be hard some days.  Rio Laine:  Yeah. So unplugging and active listening.  Sara Smith:  Yes.  Rio Laine:  Yeah. Both of which, yes, are definitely difficult, especially we live in a time when we're so tied to our devices and we're just expected to be available every second of every day, and yeah, that's a difficult thing to accomplish. So it's ... Yeah, kudos for making that a priority.  Sara Smith:  Right?  Rio Laine:  Yeah.  So in your role as kind of CFO for ALPS, how does that idea of connection show up in how you lead and make decisions?  Sara Smith:  Right. So I think one of the pieces of my job that is really important is building trust, right? You have to trust the numbers, you have to trust what the data that we're looking at is saying, and just the overall data set that you're looking at. And in order to get comfortable with the numbers, you have to be comfortable with the person, right? And you have to have that trust.  Rio Laine:  Yeah.  Sara Smith:  So I think building and establishing strong relationships with the people that I work with is the number one way to build that trust and connection.  Rio Laine:  Mm-hmm. Yeah, absolutely. And I mean, that is a really, really good point. If you don't trust the person, you're not so sure about those numbers.  Sara Smith:  Right?  Rio Laine:  Yeah. And when you're growing, the numbers are really important, so ...  Sara Smith:  Mm-hmm.  Rio Laine:  Yeah.  Oh, that's pretty awesome. I love how that kind of plays such an important role in your life, but also your leadership. Yeah, that's pretty great.  So let's kind of shift again. I want to transition a little bit and talk about growth and how connection kind of plays into that as well.  So ALPS has been growing pretty rapidly over the last few years, and growth can sometimes make it really hard to stay connected, particularly as we have more remote staff like myself and things move faster and change quickly. But it sounds like obviously for you connection is part of that formula for sustainable growth. And so in terms of kind of ALPs, what does sustainable growth mean to you, like financially and culturally?  Sara Smith:  Well, I think at the core of our business is we have to be financially stable and sound in order to pay claims and make sure that our insureds are in a safe place, right?  Rio Laine:  Mm-hmm.  Sara Smith:  And so I think that is at the foremost thought all the time is, are we financially stable, are we growing responsibly to help grow that base, and are we in it in the long term, right? I'm a big believer in long-term thinking, not short-term gains.  Rio Laine:  Yes.  Sara Smith:  And so in order to be sustainable, you have to think more long-term.  Rio Laine:  Yeah. And I love that. I mean, I've come from companies that have been in kind of hyper growth, they've grown very, very quickly, and it does tend to be quite shortsighted and really come at the cost of the people who are doing the work.  Sara Smith:  Correct.  Rio Laine:  And it makes me really happy to hear that we're thinking about it in terms of, is this sustainable for the long term? Because I think that's when you really find success, in that balance between financial success, building revenue, but also people success and culturally and having a strong company.  Sara Smith:  Absolutely.  Rio Laine:  Yeah.  So how do you and kind of the larger leadership team at ALPS keep that sense of connection alive as the company grows?  Sara Smith:  Yes. So I think the senior leadership team, we've been through some ups and downs, and so we have a really good, solid understanding of who we are and how we interact. We have a dedicated Teams channel that we joke and talk on, and that helps form that sense of connection, especially when people are traveling so much. It's hard, right? We're not always in the office together at the same time.  Rio Laine:  Yeah.  Sara Smith:  So that's great. And I think that also transcends down as well, right? Having just connection with your teams and building those cross-functional relationships is really important.  Rio Laine:  Yeah. Yeah, absolutely. And it's definitely difficult when everyone's on the go all the time and trying to stay connected to that central hub.  What's one kind of practice or habit that you think ALPS has embraced that's kind of maintaining that strong connected culture?  Sara Smith:  Yeah. I think there's probably different things in different departments that help kind of foster their own identity and culture, but overall holistically, I think that ALPS does a Coffee Talk every two weeks and that helps bring all the information together. We get to understand our employees a little bit better. We have an Employee Spotlight, we get to learn more about each other. And I think that only helps build that kind of connection.  Rio Laine:  Yeah. Yeah, absolutely. Yeah, I'm a big fan of the Coffee Talk too, especially when we do the Employee Spotlight, getting to see everyone's pictures of their pets and their family and the fun stuff they do.  Sara Smith:  Right?  Rio Laine:  Yeah. Yeah, absolutely. I think that's a really good thing that we do. Yeah.  So as a finance leader, how do you see connection influencing business outcomes, whether is it through collaboration, innovation, decision making?  Sara Smith:  I think it's everything.  Rio Laine:  Yeah.  Sara Smith:  I think the one misconception about finance is that we don't know what's going on in the business, but we know everything that's going on in the business. We have to. We have to understand the drivers and the levers that are bringing the numbers into focus and telling a story. So I think that collaboration between departments to get the story behind the numbers is really, really important. And so I think that's where we really serve our purpose, is storytelling among the different groups.  Rio Laine:  Yeah. And I find that misconception so interesting, because I mean ... I don't know, I'm a big true crime aficionado, but if you want to understand what happened, you look at the numbers, you look at the money.  Sara Smith:  That's correct.  Rio Laine:  What are they spending the money on?  Sara Smith:  Right.  Rio Laine:  That's how you know what's going on. So yeah, I would think that you'd know all the things that are going on.  Sara Smith:  That's right. You got to follow the pennies.  Rio Laine:  Yeah. Yeah, exactly.  Awesome. So okay, let's kind of shift our focus and talk a little bit more about your personal life and how you spend your free time.  Sara Smith:  Hmm.  Rio Laine:  So you've mentioned that you love to get out in nature and you love to hop on your mountain bike and sometimes be completely off grid. So how does that help you kind of reconnect with what's important? Like how does that help you connect with, I guess, the things that are important in your life?  Sara Smith:  Right, right.  Rio Laine:  Yeah.  Sara Smith:  Well, so part of the mountain biking pieces that I've done is bike packing, right? Where you go in the woods and the only thing you have to do that day is ride your bike. You have to get from point A to point B without crashing, keeping yourself hydrated and fed, and not have any animal encounters. But that's all you have to do, right? That is your job for the day. And that really puts things into focus and simplifies your outcome.  And so that, I have really appreciated because it really ... I mean, you could die out there, right? So you get hyper focused on what you need to do today and nothing else really matters at that point.  Rio Laine:  Yeah. And I guess that's a really good time to kind of put down your phone and to be focused, and to practice that kind of active paying attention and being aware of where you are in your surroundings.  Do you feel like that experience kind of teaches you anything in terms of leadership or how you approach it?  Sara Smith:  Oh, absolutely. I feel like there are lessons to be learned every time you do something like that.  As an example, this one trip I did this summer, we found ourselves lost.  Rio Laine:  Yeah.  Sara Smith:  And not really lost, but we had three different mapping devices. We had already gone 20 miles, we had to go 20 more, and what the trail was telling us, it just didn't sit right. It didn't seem right, right? And so one of the big decisions was what to do. "What do we do?" Right? "There's no one we can ask. We have no cell service. We are out in the woods."  And I think trying to make a decision collectively, and when that can't be done, just making a decision and sticking to it and doing it. Because inaction is also a decision and one that doesn't generally work out very well.  Rio Laine:  Yeah, yeah, absolutely. And especially if you're in the middle of the woods.  Sara Smith:  Yes. Exactly.  Rio Laine:  Yeah.  So it sounds like kind of mountain biking teaches a lot about obstacles and trusting your instincts and maybe builds confidence?  Sara Smith:  Absolutely.  Rio Laine:  Yeah.  Sara Smith:  Absolutely.  Rio Laine:  Yeah.  What was it that first drew you to mountain biking? Like how did you first decide, "I'm going to get on a bike and do this?"  Sara Smith:  Well, I grew up in rural Montana and I didn't have any friends that lived anywhere near me, and so the only way to get anywhere was to get on a bike. I had to ride three miles to see my closest friend.  And then as I got older, my brother and I shared a car, which also was not awesome, and so I could either ride the bus, which was not very cool when you were 16 years old, or I could ride my bike to school. And so I just started riding my bike and I haven't looked back.  Rio Laine:  Nice. Oh, that's awesome. That's awesome.  Whereabouts have you gone mountain biking? Is there one place that really stands out to you that was your favorite?  Sara Smith:  Oh boy. They're all so different.  There's a trail in Beartooth called the Line Creek Plateau, and you start riding at 10,000 feet and there's no trees.  Rio Laine:  Oh, wow.  Sara Smith:  And so it feels like you're riding on the moon. It's like all tundra.  Rio Laine:  Yeah.  Sara Smith:  The first time we did it, there wasn't much of a trail, and so the wisdom was, "Stay right. You'll know the end when you get there."  Rio Laine:  Yeah.  Sara Smith:  And so it felt very kind of mystical in this journey.  Rio Laine:  Yeah.  Sara Smith:  And then it drops to about 3000 feet in very short miles.  Rio Laine:  Oh, wow. Wow.  Sara Smith:  So it's a great ride. It's one of my favorites.  Rio Laine:  Yeah. Oh, that's awesome.  I love that kind of idea of like the mystical journey. It kind of sounds like your leadership journey too, right?  Sara Smith:  Right.  Rio Laine:  Like just moving through the world, like, "This is mystical, crazy times." Yeah.  Sara Smith:  Exactly.  Rio Laine:  So speaking of kind of like the leadership journey and lessons in leadership and life, you've held many leadership roles in that span; finance, kind of strategy. So I want to kind of talk a little bit about what you've learned along the way and really what you see for the profession ahead, I mean in terms of CPAs.  So I think my first question would be, how has your view of leadership evolved over time?  Sara Smith:  Yeah, boy. I think that ... That's a great question. And I think about how much you learn from people that you work for and other leaders. And so you take some of that in yourself about either what to do or what not to do.  Rio Laine:  Yes.  Sara Smith:  So that's been a big journey.  And I think as a young person, I thought, "Oh, you eventually figure it all out, right? You got it." And as you get older, you realize you never will have it ever and that the pursuit is constant.  Rio Laine:  Yeah.  Sara Smith:  You're continually growing and evolving as you go along.  Rio Laine:  Yeah, which is kind of a beautiful thing about life. I mean, it'd be kind of boring if you got to a point and you're like, "I have this all figured out. I don't have to think anymore."  Sara Smith:  It's probably just so much easier, but ...  Rio Laine:  Yeah, but it's-  Sara Smith:  [inaudible 00:18:00].  Rio Laine:  Yeah, but it's kind of fun that you don't. Yeah.  So kind of along that lines then, what advice would you give to leaders, especially maybe in a data driven or finance role?  Sara Smith:  Yeah. I think that when you look back at your life and you think about all the things that you've learned, most of that learning has come from making a mistake. And so giving yourself some grace when you do make a mistake. Just don't make the same mistake again, but really be willing to take a look at yourself, why you did it, and then how do you evolve to make it so it doesn't happen again?  Rio Laine:  Yeah. Yeah, that kind of personal accountability is really important.  Sara Smith:  Yes.  Rio Laine:  I think it's also something that's very difficult for a lot of people too. It can be a humbling experience to learn that you're not perfect and that you have to improve some stuff. Yeah.  Sara Smith:  Yes.  Rio Laine:  Yeah, that's really good advice. Yeah.  As the president of the Montana Society of CPAs, what do you hope to accomplish under your term this year, kind of in terms of connection?  Sara Smith:  Yeah. It's so hard because when you start this ... My presidency is only a year, and so you wonder how much you can actually get done. But then I also go back to my experience on the airplane and how just one small interaction can make a big difference.  Rio Laine:  Hmm.  Sara Smith:  And so I think that my challenge to our group is, "What kind of connection can you make? Can you make one connection this year that's new or different? How do you engage?" And my hope is by next year at our annual meeting, we have more people there, and more people talking to each other and I see less phones out.  Rio Laine:  Yeah. Yeah, absolutely. That's a good goal. It's a good goal to have.  And I know they say ... Well, a lot of professions are evolving quickly, but the accounting profession is definitely one.  Sara Smith:  Mm-hmm.  Rio Laine:  You know, technology, automation, new expectations. How do you think connection can help the profession stay resilient and human?  Sara Smith:  Yeah. Well, I think the one thing is, I was just at a conference with a bunch of other CFOs and there is a lot of hesitancy to allow an AI bot to tell us what the numbers look like, right?  Rio Laine:  Hmm. Mm-hmm.  Sara Smith:  And it's that fundamental question about trust again.  Rio Laine:  Yeah.  Sara Smith:  How do you get trust from something that's not alive and real, and how do you trust that number? And that's going to take some time, and you're going to have to have not accuracy of 60%, but accuracy of 100%. And we're just not there yet, but we're going to get there eventually. And so I think it's still continuing to build that trust one day and one person at a time.  Rio Laine:  Yeah. Yeah. Agreed. And also, I mean, AI can't even figure out how many fingers a human has. So I feel like it probably shouldn't be trusted to run the numbers just yet.  Sara Smith:  Not yet.  Rio Laine:  It'll get there, but yeah, not quite yet.  Sara Smith:  Yeah. Not yet.  Rio Laine:  Yeah.  So what is one piece of advice that you would give your younger self starting out as a CPA? What would that be?  Sara Smith:  Yeah. I think, again, I would come back to just being open to learning constantly and then not being so hard on yourself when you do mess up, right? I think early in my career, I took things really personally, and that's not ever going to work out well.  Rio Laine:  Yeah.  Sara Smith:  You have to forgive yourself once in a while when you screw up and just give yourself some grace.  Rio Laine:  Yeah. Yeah, I think that's really good advice. We could all use a little more grace from ourselves. You're your own worst critic, they say, so ...  Sara Smith:  Absolutely.  Rio Laine:  Yeah.  All right. So we've got just a couple more minutes. I'm going to wrap it up with one more question kind of tying into your theme of connection for this year. So how do you plan to make space for more connection in your own life this year?  Sara Smith:  Yes. You know, it would not be great if I set that theme and then I didn't do anything myself.  Rio Laine:  Yeah.  Sara Smith:  So a couple of things that I've been working on is just when I am going to conferences or meeting new people is being the one that says hello first.  Rio Laine:  Yeah.  Sara Smith:  Right? Which is hard for me.  Rio Laine:  It's hard.  Sara Smith:  I'm not a super extroverted person. And so taking that first step is one that's hard, but really important that I do it.  I've been reaching out to old friends that I haven't talked to for a long time, and that's been really fun to reconnect with them; and just having really good, deep conversations about hard things, I think is really important.  Rio Laine:  No, that's fantastic. And it is really hard to be the first person to say hello. For myself, I have a very public facing job and, yeah, it is difficult. You're just like, "Oh."  But it's nice to remember that everybody is probably feeling that way-  Sara Smith:  Exactly. It's so true.  Rio Laine:  ... And they're so thankful that somebody did it.  Sara Smith:  Yes.  Rio Laine:  So it's good work to be doing.  Sara Smith:  Yes.  Rio Laine:  Yeah.  Awesome. Well, Sara, thank you so much for sharing your time and your insights. I'm really, really happy that we got to sit down and have this conversation, and it's really impressive how you've shown that connection isn't just a personal goal, it can be a leadership philosophy and a business advantage really. So yeah, I mean, I think from the trails of Montana to the boardroom, your message definitely reminds us that slowing down and being present often leads to the strongest momentum.  So yeah, thank you so much for joining me today.  Sara Smith:  Thank you, Rio. I enjoyed our conversation.  Rio Laine:  Yeah.  All right. And that's a wrap, folks. Thank you so much for joining us on this installment of the ALPs In Brief Podcast. We will see you again for the next round. 

Becker’s Healthcare Podcast
Nick Barcellona, Chief Financial Officer, WVU Medicine

Becker’s Healthcare Podcast

Play Episode Listen Later Dec 16, 2025 17:16


This episode, recorded live at the Becker's 13th Annual CEO + CFO Roundtable features Nick Barcellona, Chief Financial Officer, WVU Medicine. He discusses the system's rapid expansion, its commitment to population health through integrated payer-provider models, and how AI is improving efficiency, reducing burnout, and enhancing the patient and provider experience.In collaboration with R1.

FreightCasts
Morning Minute | December 15, 2025

FreightCasts

Play Episode Listen Later Dec 15, 2025 2:46


In this episode, we discuss how the House approval of digital financial disclosures would impact USPS mail by eliminating the requirement for hardcopy delivery of investor documents. This legislation could further reduce mail volume and revenue for the financially struggling Postal Service, which recently reported a $2.8 billion operating loss. Next, we cover the news that Maersk tabs new CFO, North American chief in global leadership shakeup as the shipping giant attempts to regain ground after losing its top global ranking. Robert Erni joins as the new Chief Financial Officer alongside other regional leadership changes intended to address an evolving market and increased competition. Finally, we look at the data showing Mexico's heavy-truck exports plunges 22% as light-vehicle demand also dips amid ongoing trade uncertainties and local disruptions. Industry leaders point to U.S. tariffs and road blockades as key factors driving significant declines in production and exports across the automotive sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Run The Numbers
Inside Rocket Companies: M&A, Metrics, and Mortgage Moats | Brian Brown

Run The Numbers

Play Episode Listen Later Dec 15, 2025 78:26


In this episode of Run the Numbers, CJ Gustafson sits down with Brian Brown, Chief Financial Officer and Treasurer at Rocket Companies, to unpack how Rocket has built a differentiated, full-stack fintech business far beyond its mortgage roots. The conversation explores Rocket's approach to long-tail monetization, the strategic importance of mortgage servicing, and how recapture rates become a durable competitive advantage in volatile rate environments. Brian shares lessons from leading complex M&A transactions, managing a business that reacts in real time to macro signals, and building a finance organization that prioritizes storytelling, strategy, and cross-functional thinking over pure accounting prowess. The result is a wide-ranging discussion on what traditional financial services companies can teach modern SaaS and fintech leaders about metrics, brand, and disciplined execution.—SPONSORS:Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.—LINKS:Brian on LinkedIn: https://www.linkedin.com/in/brian-brown-3aa37a8a/Rocket Companies: https://rocket.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:From $500M Losses to $500M Profits: The CFO Who Helped Major League Baseball Win off the Fieldhttps://youtu.be/7xw9qY2w5C4—TIMESTAMPS:00:00:00 Preview and Intro00:02:30 Sponsors — Sage Intacct | Mercury | RightRev00:05:55 CJ's Rocket Mortgage Fanboy Moment00:07:13 How Rocket Mortgage Actually Makes Money00:12:06 Investing in Brand Trust for Infrequent but High-Stakes Decisions00:15:17 Mortgage Servicing as a Long-Term Relationship Engine00:17:17 Sponsors — Tipalti | Aleph | Fidelity Private Shares00:20:40 Why the Long Tail of Customer Relationships Is Underrated00:23:01 Recapture Rate and Why Mortgage Loyalty Is Broken00:25:23 Lower CAC Through Lifetime Value and Repeat Borrowers00:30:55 Financial Storytelling as a CFO's Real Job00:33:03 Why CFOs Must Sell the Story, Not Just the Numbers00:40:49 Public vs. Private M&A and Why Public Deals Are Harder00:45:21 Redfin Acquisition Thesis and Top-of-Funnel Strategy00:52:18 Being Swarmed by Merger Arb Funds Like Taylor Swift00:55:18 How Rocket Forecasts in a Volatile Interest Rate Environment00:58:04 Weekly Forecasting, Scenario Planning, and Avoiding Forecast Fatigue01:00:32 Finance Teams as Business Consultants and Strategic Partners01:02:23 Why CFOs Need a Seat at the Strategy Table01:04:19 Long-Ass Lightning Round: A Leadership Mistake and Building Teams01:05:58 Leadership Lessons on Team Size and Accountability01:07:33 Advice to Younger Self and Slowing Down01:08:49 Finance Software Stack and AI Tools01:11:31 Lessons from Working with Dan Gilbert01:16:58 Craziest Expense Story01:17:55 Outro#RunTheNumbersPodcast #CFOLeadership #FinanceStrategy #MergersAndAcquisitions #FinancialStorytelling This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Becker’s Healthcare -- Ambulatory Surgery Centers Podcast
Brenda Fernández, MBA, Chief Financial Officer, Puerto Rico ASC Holding

Becker’s Healthcare -- Ambulatory Surgery Centers Podcast

Play Episode Listen Later Dec 15, 2025 6:27


This episode recorded live at Becker's 31st Annual The Business and Operations of ASCs features Brenda Fernández, MBA, Chief Financial Officer, Puerto Rico ASC Holding. Brenda discusses strategies for financial stewardship, leveraging technology and AI to optimize ASC operations, and opportunities for collaboration and growth in the outpatient surgery space.

Becker’s Healthcare -- Spine and Orthopedic Podcast
Brenda Fernández, MBA, Chief Financial Officer, Puerto Rico ASC Holding

Becker’s Healthcare -- Spine and Orthopedic Podcast

Play Episode Listen Later Dec 15, 2025 6:27


This episode recorded live at Becker's 31st Annual The Business and Operations of ASCs features Brenda Fernández, MBA, Chief Financial Officer, Puerto Rico ASC Holding. Brenda discusses strategies for financial stewardship, leveraging technology and AI to optimize ASC operations, and opportunities for collaboration and growth in the outpatient surgery space.

FreightWaves NOW
Morning Minute | December 15, 2025

FreightWaves NOW

Play Episode Listen Later Dec 15, 2025 2:16


In this episode, we discuss how the House approval of digital financial disclosures would impact USPS mail by eliminating the requirement for hardcopy delivery of investor documents. This legislation could further reduce mail volume and revenue for the financially struggling Postal Service, which recently reported a $2.8 billion operating loss. Next, we cover the news that Maersk tabs new CFO, North American chief in global leadership shakeup as the shipping giant attempts to regain ground after losing its top global ranking. Robert Erni joins as the new Chief Financial Officer alongside other regional leadership changes intended to address an evolving market and increased competition. Finally, we look at the data showing Mexico's heavy-truck exports plunges 22% as light-vehicle demand also dips amid ongoing trade uncertainties and local disruptions. Industry leaders point to U.S. tariffs and road blockades as key factors driving significant declines in production and exports across the automotive sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

RG Podcast
Bermuda 2025/6 Economic Review and Outlook

RG Podcast

Play Episode Listen Later Dec 15, 2025 40:21


Listen in to hear the views from experts Nathan Kowalski and Jonathan Kent on how Bermuda faired during 2025 and what the outlook and potential challenges are for 2026.   Nathan Kowalski Nathan is the Chief Financial Officer and Senior Portfolio Manager at Anchor Investment Management Ltd. He sits on the firm's investment committee, compliance committee, and finance committee and has been with the company since 2003.  Nathan holds a Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), and Chartered Investment Manager (CIM) designations and is a Fellow of CSI (FCSI). He is a former President of the Chartered Financial Analyst Society of Bermuda board and the former Chair of the Economic Impact Working Group for the SAGE Commission. He was the former President of the Bermuda Chamber of Commerce.   Jonathan Kent, Business Writer Jonathan is a corporate writer for clients in the international business sector, producing content including white papers, web copy, press releases and thought-leadership articles. Before starting his own business in 2021, he was Business Editor and Deputy Editor of The Royal Gazette. During his journalistic career, he also covered news and sports for UK national and regional newspapers and magazines, including the Daily Mail, The Independent on Sunday and the Grimsby Telegraph. Jonathan has an MSc in International Management from the University of Liverpool.   Brought to you by The Royal Gazette

KUT » In Black America
Katrina Montgomery (Ep. 03, 2026)

KUT » In Black America

Play Episode Listen Later Dec 14, 2025 30:32


This week on In Black America, producer and host John L. Hanson, Jr. speaks with Katrina Montgomery, the new Chief Financial Officer of the Austin Independent School District, whose chosen mission is to ensure the financial health and stability of the district, focusing on transparency, accountability and efficient resource allocation. The post Katrina Montgomery (Ep. 03, 2026) appeared first on KUT & KUTX Studios -- Podcasts.

Calgary Conversations
Breaking down Calgary's 2026 Budget

Calgary Conversations

Play Episode Listen Later Dec 12, 2025 23:42


Now that City Council has approved the 2026 Budget, what's next? On this episode of Calgary Conversations, we're sitting down with The City's Chief Financial Officer, Les Tochor, to break down the budget while learning more about what it means for Calgarians. 

Good Morning Orlando
GMO HR2: Florida Chief Financial Officer Blaise Ingoglia. 12.5.25.

Good Morning Orlando

Play Episode Listen Later Dec 5, 2025 22:39


Today's National Days. Michael Letts on the D.C Pipe Bomber. New Jersey plane loses altitude allegedly due to cosmic rays. Blaise Ingoglia (Florida Chief Financial Officer) on fighting illegal immigration.

The Money Show
Eskom's turnaround plan delivers! King Phalo Airport hit by jet fuel crisis, while Shaldon Kopman celebrates 10 years of fashion brilliance.

The Money Show

Play Episode Listen Later Nov 28, 2025 38:27 Transcription Available


Stephen Grootes speaks with Eskom’s Chief Financial Officer, Calib Cassim, about the utility’s FY 2026 interim results. Continued execution of their turnaround plan drove the group’s profitability and sustainability, resulting in profit after tax increase of R24.3 billion for the first 6 months. This is to be reinvested in critical infrastructure. In other interviews, Stephen Grootes is joined by Aviation Expert, Linden Burns, to speak about King Phalo Airport in East London being down to one day’s jet fuel supply amid SARS licensing crisis. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
Eskom's interim results

The Best of the Money Show

Play Episode Listen Later Nov 28, 2025 5:50 Transcription Available


tephen Grootes speaks with Eskom’s Chief Financial Officer, Calib Cassim, about the utility’s FY 2026 interim results. Continued execution of their turnaround plan drove the group’s profitability and sustainability, resulting in profit after tax increase of R24.3 billion for the first 6 months. This is to be reinvested in critical infrastructure. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Scouting for Growth
Rob Schimek: Redesigning for a Connected Future

Scouting for Growth

Play Episode Listen Later Nov 27, 2025 41:05


On this episode of the Scouting For Growth podcast, Sabine VdL talks to Rob Schimek, Group CEO at bolttech, about how bolttech's connector model is redefining global insurance distribution, from telcos to auto makers and beyond. They also talk about why the future of protection will depend on trust, data and design more than policy documents and premiums, and what leadership really looks like when you are building at the intersection of revelation, innovation, and human impact.  KEY TAKEAWAYS If you have an hour to solve a problem you should spend 55 minutes on the problem and then 5 minutes on the solution. I've spent my career in the problem, the formation of bolttech is the attempt at the solution – it's the path that I've chosen to bring that solution to the marketplace. Our mission is to work out how to close a multi-billion-dollar protection gap that has existed for years, that's getting bigger? In order to do that we need to really understand the problem. We think there are 4 basic drivers for this multi-billion-dollar protection gap that and they're pretty irrefutable. We're trying to make a seamless connection between the buyers of protection products (insurers) and the distribution partners who have access to the customers so we can put those solutions into the hands of the customers. bolttech's here to try to provide tailored, affordable, accessible, and convenience insurance in the hands of the customer on a B2B2C basis, connecting big partners who have lots of customers to the insurance providers. Without the data there's a tendency to paint everything with one brush, like it's all the same. Data is accessible and available on a real-time basis today and it can be available with no intervention, straight from the vehicle telematics about the unique driver. BEST MOMENTS  ‘We really want to connect people with more ways to protect the things that they value, we want to close the global protection gap.'  ‘The more we make connections frictionless, the more the connection will happen and the more the protection gap will get closed.'‘ If the mission and the vision are super-well-known then nothing can distract you from solving that problem, regardless of what's going on in the marketplace around you.'‘ If a customer doesn't trust the use of AI in their interactions with you then AI won't be successful in that space because it won't be accepted in that space. Ultimately it comes back to do we do things the right way and give the customers a reason to trust us?' ABOUT THE GUEST Rob Schimek is Group Chief Executive Office at bolttech where he leads the team across its operations globally, overseeing its growth and partnership opportunities. With more than 30 years of experience in the financial services industry, Rob previously held senior leadership roles, including Managing Director & Group Chief Operating Officer for FWD Group, President and Chief Executive Officer of AIG's commercial insurance businesses worldwide, and Chief Executive Officer of the Americas for AIG. Prior to that, he served as President and Chief Executive Officer of EMEA for AIG, and was the Chief Financial Officer of AIG's global property and casualty insurance business. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook  TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

The Direct Selling Accelerator Podcast
EP 287: The L'BRI PURE n' NATURAL story with Brian Kaminski

The Direct Selling Accelerator Podcast

Play Episode Listen Later Nov 19, 2025 61:37


What happens when two people decide to build the kind of company they always wished existed? In this episode, Sam sits down with Brian Kaminski, co-founder and CFO of L’BRI PURE n’ NATURAL, to unpack how he and his wife Linda turned decades of direct selling experience into a thriving business built on transparency, family values, and heart. Brian shares how a factory accident led to their discovery of aloe’s healing power, the challenges they faced starting L’BRI from their basement, and why people—not profits—have always been their focus. This conversation is packed with business wisdom, leadership lessons, and inspiring reminders about purpose, perseverance, and gratitude. We’ll be talking about: ➡ [0:00] Introduction➡ [2:37] Meet Brian Kaminski – Co-founder and CFO of L’BRI PURE n’ NATURAL➡ [3:00] Life, travel, and marriage ➡ [4:30] Secrets to a 48-year marriage and successful business partnership➡ [6:14] The early vision ➡ [7:25] Starting from the basement ➡ [9:00] Lessons learned from failures and how they shaped the company’s values➡ [10:22] Building a debt-free company focused on people over profits➡ [13:17] The healing power of aloe and how it became L’BRI's signature ingredient➡ [15:27] Why L'BRI formulates with aloe instead of water➡ [17:38] The original mission – Creating a home for direct sellers➡ [19:16] The evolution of L’BRI – Growth without investors or shortcuts➡ [23:00] Leadership lessons – The importance of personal development➡ [24:41] How Think and Grow Rich and Jim Rohn changed Brian’s life➡ [27:00] Recruitment, retention, and why L’BRI has no sales quotas➡ [29:00] The “Holiday Helper” promotion and L'BRI’s approach to supporting consultants➡ [31:25] Partnering with consultants instead of competing with them➡ [32:43] The changing face of direct selling and the affiliate trend➡ [34:26] Staying true to traditional values while adapting to change➡ [36:11] Creating a positive, people-focused company culture➡ [39:25] How a tattoo product became a surprise best-seller➡ [41:28] L'BRI’s famous sampling system and customer-first philosophy➡ [45:00] Using technology to empower consultants – The Skin Advisor tool➡ [48:39] Favourite Books – Think and Grow Rich (Napoleon Hill), The World Is Yours (Jim Rohn), More Than a Bag (Cindy Monroe)➡ [50:24] Favourite Quotes ➡ [56:20] Favourite Superpower➡ [57:17] Advice to Brian’s Past Self ➡ [1:00:00] Final thoughts Resources Recommended Book:➡ Think and Grow Rich – Napoleon Hill: https://amzn.to/3wp2JZL ➡ The World Is Yours – Jim Rohn: https://bit.ly/4nzdQr1 ➡ More Than a Bag – Cindy Monroe: https://bit.ly/48U2Y3c ➡ The Game of Life and How to Play It – Florence Scovel Shinn: https://bit.ly/43zlL0a Quotes:➡ “Tough times don’t last. Tough people do.” – Robert Schuller➡ “If you want things to change, you have to change.” – Jim Rohn➡ “Where energy goes, energy flows.” – Tony Robbins ➡ “Measure twice, cut once.” About our guest: Brian Kaminski is co-founder and Chief Financial Officer of L’BRI PURE n’ NATURAL, a Wisconsin-based cosmetics and wellness company he launched in 1998 with his wife, Linda. Born just two days apart from Linda in the same hospital, Brian and Linda were lifelong companions, eventually marrying in their early twenties. Before founding L’BRI, Brian worked in a foundry while supporting Linda’s early success in direct sales and learning the business behind the scenes. A pivotal moment in their journey came when Brian suffered serious burns from a molten metal accident. Conventional medical treatments were slow to heal his skin. Linda applied pure aloe vera gel topically, and his recovery improved markedly. That experience inspired the Kaminski’s to center their new company around aloe’s regenerative and soothing properties. Under Brian’s leadership on the financial and operations side, L’BRI has remained a privately held, debt-free business emphasizing transparency, consultant support, and product purity. The company uses a formulation approach called “Aloe-First,” where aloe vera is the predominant active base instead of water — a differentiator the Kaminski’s continue to champion. Over nearly three decades, Brian has helped steer L’BRI’s growth, maintain fiscal discipline, and ensure the business remains focused on empowering consultants and delivering trusted skincare. Connect with L’BRI PURE n’ NATURAL: ➡ Website: https://lbri.com/pages/our-story?als=lbricorp ➡ Facebook: https://www.facebook.com/LBRIofficial ➡ LinkedIn: https://www.linkedin.com/company/l%27bri-pure-n%27-natural/ ➡Instagram: https://www.instagram.com/LBRIofficial/ ➡ Pinterest: https://www.pinterest.com/lbriofficial/ ➡ YouTube: https://www.youtube.com/@LBRIofficial Connect with Direct Selling Accelerator: ➡ Visit our website: https://www.auxano.global/ ➡ Subscribe to Youtube: https://www.youtube.com/c/DirectSellingAccelerator ➡ Follow us on Instagram: https://www.instagram.com/auxanomarketing/ ➡ Follow us on Facebook: https://www.facebook.com/auxanomarketing/ ➡ Email us at communnity_manager@auxano.global If you have any podcast suggestions or things you’d like to learn about specifically, please send us an email at the address above. And if you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Are you ready to join the Auxano Family to get live weekly training, support and the latest proven posting strategies to get leads and sales right now - find out more here https://go.auxano.global/welcomeSee omnystudio.com/listener for privacy information.

After Earnings
NiCE's CFO Beth Gaspich on AI, Acquisitions and the Future of Customer Experience

After Earnings

Play Episode Listen Later Nov 18, 2025 27:45


On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company's approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE's nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth's career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices

The CFO Show
What 35 Years in Finance Taught Kelly's CFO About Change

The CFO Show

Play Episode Listen Later Nov 18, 2025 31:49


Career growth isn't always a straight line, and sometimes the biggest leaps come from taking a step sideways.  Troy Anderson, Chief Financial Officer at Kelly, shares the defining moments, pivotal decisions, and leadership lessons from his 35-year career spanning industries from telecom to education to talent solutions.  He reflects on leading major turnarounds and public company transformations, navigating mergers and acquisitions, and building finance teams that act as trusted business partners. Troy also discusses how to communicate through change, the importance of listening before leading, and how AI is reshaping the role of today's CFO.  Discussed in This Episode:  The career pivots that shaped Troy's path to CFO  How to lead transformation with conviction and clear communication  The power of listening and empathy in leadership  Balancing strategy with detail in a modern finance role  Preparing finance teams for AI and the next era of transformationFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

Business Of Biotech
Biotech Funding And IPO Temperature Check With Create Medicine's Allan Shaw

Business Of Biotech

Play Episode Listen Later Nov 17, 2025 57:01 Transcription Available


We love to hear from our listeners. Send us a message. Allan Shaw, Chief Financial Officer and Chief Business Officer at Create Medicines, is back on the Business of Biotech this week, with a temperature check on biotech funding and the IPO market. We discuss the implications of recent blockbuster acquisitions, strategies for managing the current funding environment for biotech, what to look for in the IPO market in the coming months, alternative financing opportunities, and what besides lower interest rates might bring generalist investors back into the sector. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

The Uptime Wind Energy Podcast
Terra-Gen, Nordex & Siemens Gamesa Improve

The Uptime Wind Energy Podcast

Play Episode Listen Later Nov 17, 2025 5:13


Terra-Gen's 238.5 MW project in Texas is now fully operational and the Philippines just awarded approvals for more than 10 GWs of renewables. Plus Nordex and Siemens Gamesa are optimistic about their future. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! There's news from the wind industry this week. And for once... the headlines tell a story of growth. Down in Hidalgo County, Texas... something worth celebrating happened this week. Terra-Gen commissioned the Monte Cristo ONE Windpower Project. Two hundred thirty-eight-point-five megawatts. Fully operational. The wind facility will generate more than 850 gigawatt-hours of clean electricity every year. Enough to power roughly 81,000 homes. And the power? Already sold. Long-term purchase agreements with two corporate customers. Construction created about 280 jobs at peak activity. More than 490,000 work hours. Not one lost-time incident. They upgraded 11 miles of state roads. Twenty-five miles of county roads. Over its lifetime... the project will deliver more than 100 million dollars to the local community. Property taxes. Landowner payments. Other economic contributions. "It is an honor," said John O'Connor, Chief Financial Officer for Terra-Gen, "to celebrate the hard work and dedication of the hundreds of men and women who made the commissioning of the Monte Cristo wind project possible." Meanwhile... halfway around the world in the Philippines... the government just awarded approvals for more than 10 gigawatts of renewable power. That's ten-point-two gigawatts, to be exact. One hundred twenty-three winning bidders. Solar. Storage. And wind. Onshore wind alone claimed two-point-five gigawatts of that capacity. Twenty-one projects. All set to deliver power by 2029. The Philippines is targeting 50 percent renewable generation by 2040. And they're not waiting around. The "overwhelming response," said the department of energy, "reflects the growing confidence of investors." Back in Europe... in Germany... Nordex is making moves. The turbine manufacturer just secured orders for 123 megawatts from Denkerwulf. Twenty-five onshore wind turbines. Installation begins in 2027. Commissioning in 2028. And Nordex shares? They're climbing. Hit a multi-year high this week. Trading at 28 euros and 2 cents. Denkerwulf'S orders for Nordex in 2025 now total nearly 144 megawatts. And last week... Mingyang signed a contract with ORE Catapult... a state-owned British test center. They're going to test main bearings for Mingyangs offshore 18.5MW turbines in the United Kingdom. "A major milestone," said Mingyang'S chief technology officer for Europe, Marc Sala. "A decisive breakthrough for our local operations." Mingyang has big plans for Britain. One-point-five billion pounds in investments. Half for factories. Half for the offshore wind supply chain. Now... over at Siemens Gamesa... things are looking up. The wind business has been struggling. Over four fiscal years... losses totaled eight-point-six billion euros. But Chief Executive Officer Christian Bruch confirmed this week... they're still targeting profitability by 2027. Break-even by 2026. Revenue for full-year 2025 rose 5 percent to ten-point-three-seven-five billion euros. Losses improved slightly. "The journey towards profitability is going to take time," said Chief Financial Officer Maria Ferraro. "But I think the team is doing a great job." They expect a positive fourth quarter in 2026. So there you have it. The wind industry is pushing forward. Two hundred thirty-eight-point-five megawatts commissioned in Texas. One hundred twenty-three projects approved in the Philippines. One hundred twenty-three megawatts ordered in Germany. Eighteen-point-five megawatt turbines heading to Britain for testing. And Siemens Gamesa ... now seeing light at the end of the tunnel. The numbers tell the story. Things are beginning to stabilize – and there's hope for the future. That's the state of the wind industry on the 17th of November 2025. Join us tomorrow for the Uptime Wind Energy podcast.

The Water Tower Hour
Herbalife's Transformation: Digital Innovation, Debt Reduction, and Renewed Growth Momentum

The Water Tower Hour

Play Episode Listen Later Nov 13, 2025 14:44


Send us a textIn this episode of WTR Small-Cap Spotlight, John DeSimone, Chief Financial Officer of Herbalife (NYSE: HLF), joins hosts Shawn Severson and Doug Lane of Water Tower Research to discuss how Herbalife is entering a new era of growth through digital transformation, personalization, and financial discipline.DeSimone details Herbalife's accelerating global momentum, including its first U.S. sales growth in more than four years, a 40% increase in operating cash flow, and continued debt reduction, lowering its leverage ratio to 2.8x. The discussion also covers the rollout of Pro2col, Herbalife's digital platform for distributors and customers; the development of personalized nutrition through Link Biosciences; and the company's disciplined approach to capital allocation and long-term growth.

50% with Marcylle Combs
You're Killin' It: Lisa Haynes

50% with Marcylle Combs

Play Episode Listen Later Nov 12, 2025 40:53


Lisa Haynes shares her journey from a successful career in accounting to retirement and beyond. She discusses the challenges of transitioning into retirement, the importance of maintaining physical and mental activity, and the need for a plan to navigate this new phase of life. Lisa emphasizes the significance of legacy, personal growth, and the joy of helping others find fulfillment in their retirement years. Through her experiences and insights, she inspires listeners to embrace retirement as an opportunity for reinvention and purpose.Lisa J. Haynes is a former Chief Financial Officer, author,and CEO of Haynes Executive Solutions. After more than 30 years in finance and leadership—including serving as CFO of the Mortgage Bankers Association and senior roles at Fannie Mae and John Hancock Financial Services—she stepped awayfrom the corporate world to focus on helping others navigate life's biggest transitions with clarity, confidence, and purpose. A licensed CPA and Chartered Financial Consultant with dualcertification as an Executive Coach and Retirement Coach, Lisa blends deep professional expertise with a passion for personal transformation. Her boutique firm now supports individuals and organizations through executive coaching,retirement strategy, and financial consulting. Her latest book, Retired and Killin' It, challenges outdated ideas about aging and offers a bold, practical roadmap for turning retirement into a powerful new beginning. With her KILLIN IT formula, Lisa helps people embrace the psychological, emotional, social, and financial sidesof retirement—living with joy, legacy, and renewed purpose. Whether she's coaching, speaking, or writing, Lisa is knownfor her authenticity, sense of humor, and belief that reinvention is always possible. Beyond her work, she treasures her roles as a wife, mother, grandmother, and woman of faith. Get In Touch With Lisa:Website: www.retiredandkillinit.comFacebook: www.facebook.com/retiredandkillinitIG: @retiredandkillinitLinkedIn: https://www.linkedin.com/in/lisa-j-haynes-cpa-mba/

Medical Money Matters with Jill Arena
Episode 156: Who's Really in Charge of Your Money In? (Hint: It's Not Who You Think)

Medical Money Matters with Jill Arena

Play Episode Listen Later Nov 11, 2025 16:40


Send us a textWhat if I told you that in most medical groups, the person in charge of your financial health might not fully understand half of your revenue?It sounds dramatic, but it's true. In countless physician practices and medical groups across the country, the CFO—the Chief Financial Officer—is responsible for the organization's entire financial picture… except when it comes to revenue cycle. That part? That's usually considered operations. Or billing. Or someone else's responsibility.The problem is, revenue cycle represents money in—the very top of the financial funnel. So if your CFO isn't actively overseeing how revenue is earned, coded, billed, collected, and followed up on… then who is? And more importantly, what is it costing you?Today we're going to explore the hidden—but very real—disconnect between Finance and Revenue Cycle in medical groups. We'll talk about how this structural divide came to be, what it costs you in real dollars, and what you can do to fix it. If you're a physician leader, an administrator, a CFO, or a board member, this episode is for you. Because it's time to bridge the gap—and start treating revenue cycle as a core part of financial strategy.Please Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: http://21978609.hs-sites.com/newletter-subscriber Want more formal learning? Check out Jill's newly released course: Physician's Edge: Mastering Business & Finance in Your Medical Practice. 32.5 hours of online, on-demand CME-accredited training tailored just for busy physicians. Find it here: https://healtheps.com/physicians-edge-mastering-business-finance-in-your-medical-practice/ Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/

Profile
Afua Kyei

Profile

Play Episode Listen Later Nov 8, 2025 14:50


Afua Kyei, Chief Financial Officer at the Bank of England, has been named Britain's most influential black person. She grew up in South London, reading copious numbers of Enid Blyton books and listening to Boyzone, got 6 A levels and went to university a year early. She studied chemistry at Oxford and Princeton, but then had a change of heart . She became a chartered accountant and - in 2019 at the age of just 36 - she was appointed Chief Financial Officer at the Bank of England, the Bank's youngest and first ever black executive officer in its 325 year history. Mark Coles looks back at the life of this year's most influential Black Briton talking to Afua's friends, family and colleagues to discover how she combines parenting four children under the age of nine with balancing the books at the Bank of England. Presenter: Mark Coles Producers: Adele Armstrong and Mhairi MacKenzie Production coordinators: Sabine Schereck and Maria Ogundele Editor: Justine Lang Sound engineer: Gareth JonesPhoto credit: Nick Moorhead

Queen City Improvement Bureau
Nov 06 2025 - Here's A Tip: Buy Wood!

Queen City Improvement Bureau

Play Episode Listen Later Nov 7, 2025


City of Regina's Chief Financial Officer, Daren Anderson, found his way into the subbasement so we quizzed him about the 2026 budget and money stuff like that. If you're freaking out about the possibility of a 13.56% mill rate increase, this is not the show for you. Or maybe it is. Maybe you like to freak out over mill rates. We also talk about reserve funds. And wood! You should buy some now before they're all gone. Theme by Ryan Hill (aka Guidewire). Incidental music by Kimberley Fuery. Originally broadcast on 91.3FM CJTR AccessNow community radio.

Beyond the Dais - The Stories of El Paso County
An Interview with Nikki Simmons

Beyond the Dais - The Stories of El Paso County

Play Episode Listen Later Nov 5, 2025 25:00


This interview with El Paso County's Chief Financial Officer, Nikki Simmons, was recorded on November 3, 2025. In this episode, we review the 2026 Proposed Budget, including how it is developed and how residents can participate in the process. The 2026 El Paso County Proposed Budget can be viewed on the El Paso County website by visiting https://admin.elpasoco.com/financial-services/budget-finance/county-budget/. The process is still ongoing, but more documents will be added to the site as they become available. Beyond the Dais aims to bring you stories about people making a difference in El Paso County, Colorado. If you have a story you want to share or know someone you feel should be highlighted, please email EPCPIO@elpasoco.com. If you are interested in hearing more of these stories, feel free to browse previous episodes or stay tuned for future editions of this podcast.

Tower Talks with Inside Towers
#248 - Harmoni Towers: Growing a Private Tower Company

Tower Talks with Inside Towers

Play Episode Listen Later Nov 4, 2025 22:59


Increasing mobile data consumption and closing the digital divide are big drivers for continued capacity and coverage expansion among mobile network operators. Private tower companies have been most active in new tower builds and M&A activity in response to these market drivers. But scaling a tower company has its challenges – financing, competition, availability of quality assets to acquire. Jack Barry, Chief Financial Officer with Harmoni Towers shares his insights with John Celentano, Inside Towers Business Editor, regarding the opportunities and challenges in growing a private tower business. Hear about Harmoni's recent $620M private placement financing and much more on the podcast, available on our website, Amazon Music, Spotify and iTunes.Support the show

FP&A Tomorrow
The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young

FP&A Tomorrow

Play Episode Listen Later Nov 3, 2025 50:20


Note:This episode is a pod swap from The Diary of a CFO. We're sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Wassia Kamon.In this episode of The Diary of a CFO, Wassia Kamon sits down with Paul S. Young, EVP and CFO at Liberty Bank, to uncover what modern finance leadership looks like in an era of rapid transformation. With decades of experience across institutions like TD Bank, Citizens Bank, and Siemens, Paul shares how CFOs can lead with purpose by aligning strategy, driving innovation, and cultivating future-ready talent. From intelligent automation to authentic leadership, this episode offers a comprehensive framework for CFOs navigating complexity at scale.Paul S. Young is the Senior Executive Vice President and Chief Financial Officer at Liberty Bank, the oldest and largest independent mutual bank in the U.S. With over 25 years of experience spanning finance, digital transformation, and strategy, Paul is a respected leader in shaping the future of finance. He serves on the AICPA Future of Finance Leadership Advisory Group and the AICPA Council, helping steer the next generation of financial professionals.Expect to LearnHow Liberty Bank integrates strategic planning into its budgeting cycle for real impactWhy creating a Business Transformation Office and EPMO was a game-changerWhere AI and intelligent automation fit in the finance function, without losing the human touchHow finance apprenticeship and rotational programs are developing future leadersPaul's leadership philosophy is rooted in authenticity, gratitude, and work-life balanceHere are a few quotes from the episode:“You prepare for this all your life. Have the courage of your convictions and don't be afraid to fail.” – Paul S. Young“AI won't replace people, but it will replace the people who don't embrace AI.” – Paul YoungConnect with Guest Paul S. YoungLinkedIn: https://www.linkedin.com/in/pyoungcpa/ Liberty Bank: https://www.linkedin.com/company/liberty-bankct/ Liberty Bank (Website): https://www.liberty-bank.com/ AICPA Future of Finance Leadership Advisory Group: https://www.aicpa-cima.comConnect with Host Wassia Kamon onLinkedIn: https://www.linkedin.com/in/wassiakamon/ Instagram: https://www.instagram.com/wassiakamon/Connect with The Diary of a CFO Podcast onLinkedIn: https://www.linkedin.com/company/the-diary-of-a-cfo-podcast/YouTube: https://www.youtube.com/@Thediaryofacfopodcast/featuredWebsite: https://www.thediaryofacfo.com X (Twitter):

The Weekly Juice | Real Estate, Personal Finance, Investing
The Secret Weapon Every Growing Business Is Missing | Heather Parsons E332

The Weekly Juice | Real Estate, Personal Finance, Investing

Play Episode Listen Later Nov 1, 2025 54:48


Most entrepreneurs think hiring a Chief Financial Officer is only for big corporations, but that could not be further from the truth. Many small businesses are losing massive profits simply because they don't truly know their numbers. What if you could hire a part-time CFO to help you see what's really driving profit, cash flow, and scalability—without the full-time salary? In this episode, we sit down with Heather Parsons, a former Big Four accountant turned real estate investor and founder of a fractional CFO firm, to break down exactly what that means for founders and investors. Heather explains how most business owners rely on bookkeepers who look backward, while CFOs help you look forward—building dashboards, forecasts, and cash flow systems that lead to smarter decisions and consistent growth. You'll learn when to bring one in, how to know if you're ready, what it costs, and how this role can transform your business from reactive to proactive. If you're making money but still feel stuck in the weeds, guessing your numbers, or scaling without clarity, this conversation will show you how a fractional CFO can turn chaos into confidence and give you the financial control you've been missing. Book your mentorship discovery call with Cory RESOURCES

Legally Speaking Podcast - Powered by Kissoon Carr
Clio Con Clips 2025 - Curt Sigfstead - E03

Legally Speaking Podcast - Powered by Kissoon Carr

Play Episode Listen Later Oct 30, 2025 20:52


Welcome to Clio Con Clips 2025, recorded live from Boston and proudly sponsored by Clio, the world's leading legal technology company transforming the legal experience for all.In the third minisode of this series, Curt Sigfstead returns as our guest. Curt is the Chief Financial Officer at Clio. He is responsible for managing Clioʼs financial affairs, including finance, accounting, capital, treasury, taxation, and corporate development. With over two decades of technology finance experience, he has held numerous senior finance leadership roles at companies including Clearco and J.P. Morgan. He sits on multiple nonprofit boards including C100, which supports Canadian technology entrepreneurs through investment and mentorship.   So why should you be listening in? You can hear Rob and Curt discussing:- Building for Today, Investing for Tomorrow- Driving Through the Fog: Leading with Clarity in Uncertainty- Going Beyond the Balance Sheet and Measuring What Truly Matters- AI in Action: Transforming the Finance Engine- Preparation Meets Opportunity: The Timeless Rule of FinanceConnect with Curt Sigfstead here - https://www.linkedin.com/in/curtsigfstead

The Steve Gruber Show
Jimmy Patronis | Schumer's Shutdown Puts Florida in the Eye of the Storm

The Steve Gruber Show

Play Episode Listen Later Oct 29, 2025 11:00


As Hurricane Melissa intensifies toward Category 5, Florida families are facing more than just the storm, they're facing Washington's gridlock. Congressman Jimmy Patronis (R-FL-1) joins Steve Gruber to warn that Chuck Schumer's shutdown is putting lives and property at risk by freezing the National Flood Insurance Program right in the heart of hurricane season. Drawing on his experience as Florida's former Chief Financial Officer, Patronis explains why Washington's political games could cost Floridians everything, and why local leaders can't wait for D.C. to act. They also dive into what's next for the shutdown, the chances of government reopening before the election, and how redistricting could reshape the political landscape.

After Earnings
e.l.f. Beauty's Billion-Dollar Glow-Up: CFO Mandy Fields on rhode, Tariffs & Global Expansion

After Earnings

Play Episode Listen Later Oct 27, 2025 28:43


On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth. 00:00 – Mandy Fields Joins 00:48 – How Marketing Spend Is Driving e.l.f. Beauty's Growth 02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys 04:00 – Building a Platform for Female-Led Beauty Brands 06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns 07:30 – Inside e.l.f. Beauty's Three-Pillar Growth Strategy 09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin 11:00 – Targeting Different Consumers Across the Portfolio 13:00 – How e.l.f. Beauty Approaches Global Expansion 15:10 – rhode's Retail Debut at Sephora 17:00 – What's Behind the $1 Billion rhode Deal 19:00 – Managing the Risks of Celebrity Brands 21:00 – Tariffs, China Exposure and Supply Chain Shifts 23:00 – How Shoppers Responded to the $1 Price Increase 24:15 – Investing in Growth: Cash, Technology and M&A 25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance 28:00 – The Future of Beauty Retail Partnerships After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $ELF Learn more about your ad choices. Visit megaphone.fm/adchoices

Special Briefing
Strategies for Closing the US Infrastructure Gap

Special Briefing

Play Episode Listen Later Oct 24, 2025


From the deteriorating Gowanus Expressway in Brooklyn, New York, to the aging dams that supply about 70 percent of California's water, America's public infrastructure is badly in need of fixing. The nation is estimated to have accumulated about $1 trillion in deferred infrastructure maintenance, and even more will be needed to rebuild or retrofit roads, water plants, schools, and electrical grids to withstand the punishments of increasingly extreme weather. William Glasgall, Penn IUR Fellow and Volcker Alliance Public Finance Adviser, Susan Wachter, Co-Director of Penn IUR and Wharton professor, and our expert panel discuss the state of America's infrastructure and how some states are developing strategies to better identify and fund needed investments. Panelists include: • Geoffrey Buswick, Managing Director & Sector Leader in U.S. Public Finance, S&P Global Ratings • Camila Fonseca Sarmiento, Director of Fiscal Research, Institute for Urban and Regional Infrastructure Finance • Hughey Newsome, Chief Financial Officer, Sound Transit • Leslie Richards, Professor of Practice, City and Regional Planning, Weitzman School of Design and Former CEO of SEPTA • Fatima Yousofi, Senior Officer, The Pew Charitable Trusts. NOTABLE QUOTES Notable Quotes -Fatima Yousofi: “Just like we've seen with public pension underfunding in the past, these hidden costs can quietly accumulate for years until they really start crowding out spending priorities and straining government budgets.” -Fatima Yousofi: “Pew's research shows that states have accumulated more than $105 billion in unmet road and bridge repair needs since 1999. And at the same time, the EPA estimates that we might need to spend another $1.2 trillion over the next 20 years to modernize our drinking water, wastewater, and stormwater systems.” -Camila Fonseca Sarmiento: “In recent years, there has been an increase in the funding sources that are available to address deferred maintenance. I'm not saying that there is funding that is high for deferred maintenance. Actually, when we look into the 10 case studies, the funding that is allocated for deferred maintenance only covers 4% of the total need, so that is very low.” -Geoffrey Buswick: “In 25, we're on track for nearly $600 billion in municipal bond volume, and that is an all-time high mark after last year, which was also an all-time high mark.” -Geoffrey Buswick: “So, in the industry, we've become accustomed to federal government incentivizing capital projects through regulations, grants, project matching funds, but as these tools are being curtailed or cut at the federal level, more of the costs are likely to fall to other levels of government. This could further challenge this needed upkeep in spending. And at a time when the American Society of Civil Engineers is estimating about $3.7 trillion of capital needs above current funding levels over the next 10 years, simply to get to a level of good repair?” -Leslie Richards: “you can't maintain your way out of a 50-year-old fleet. At some point, the equipment simply needs to be replaced. And that's where the financial pressure comes in.” -Leslie Richards: “I often describe it this way, using capital funds for operations is like using your roof repair fund to pay the light bill. It keeps things working today, but the storm is still coming, and you need a strong roof. And SEPTA is not alone in this. Agencies all over the country are being forced into the same trade-offs.” -Leslie Richards: “we can't keep running 21st century service on 20th century equipment with 19th century funding models. We have to build a new approach, one that values reliability, transparency, and safety of the people who ride and operate these systems every day.” -Hughey Newsome: “agencies, as best as they can, have to think through how do you find other stable sources, given that, there's always going to be volatility coming from Washington.”

SlatorPod
Bizarre AI Research, Perplexity Ad Blunder, New RWS Hires

SlatorPod

Play Episode Listen Later Oct 24, 2025 24:16


Florian and Esther discuss the language industry news of the week, with congratulations to Villam Language Services on its sale to InAnyLanguage. Slator served as joint exclusive advisor with Maveria Advisory, representing Villam throughout the end-to-end M&A process.The duo turns to Perplexity's Localization Manager job posting, which they found almost identical to OpenAI's earlier post, down to matching structure, order, and phrasing. They question whether copying such a specific ad shows a lack of seriousness or simply reflects practicality and efficiency.Esther and Florian talk about RWS's new leadership hires: Stephen Lamb as Chief Financial Officer and Michael Wayne as Head of Media and Entertainment. Esther outlines how the appointments strengthen RWS's investment strategy in media localization, dubbing, and content adaptation.Esther next mentions that Visual Data has named Maz Al-Jumaili as SVP of Worldwide Localization, to lead subtitling and dubbing operations and strengthen client partnerships.The duo wrap up with the UK government's bizarre energy-efficiency study, claiming AI translation is a thousand times greener than human translation. They review the flawed logic, where the report assigns human translators the entire office energy costs while excluding AI infrastructure.

FP&A Today
Chikako Tyler FP&A lessons getting from CFO to COO at California Bank & Trust

FP&A Today

Play Episode Listen Later Oct 23, 2025 51:12


Chikako Tyler is the Chief Operating Officer at California Bank & Trust (CB&T). She began her career at the leading California bank in 2010, starting as risk manager, progressing tos trategic planning and analysis (spanning seven revenue divisions and 150 units), before serving seven years as Chief Financial Officer revealing . Here she reveals the strategic leadership as the bank grew, from $9 billion to $15 billion in assets, and overcoming challenges from the post global financial crisis to COVID. In this episode: Math academic to commercial real estate California Bank and Trust's stress testing Efficiency ratios and operating leverage Differences in the path CFO to COO Inclusion and leadership in banking The most company specific fave Excel function answer

The Interchange
From capture to storage: inside the full CCUS value chain | Recorded live at CCUS in Houston

The Interchange

Play Episode Listen Later Oct 21, 2025 47:10


This special wrap-up episode of Interchange Recharged takes listeners on a fast tour of the entire carbon capture value chain, from industrial emitters and LNG developers to UK transport and storage pioneers. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, brings together three leaders shaping how CCUS moves from theory to reality.First, James Lopez, Subsurface CO₂ Storage Advisor at CEMEX, explains why cement's process emissions make it one of the hardest sectors to decarbonise and why storage certainty is now the key enabler for investment. He shares how CEMEX is identifying and evaluating CO₂ storage hubs across global sites, and why capture without a permitted storage solution is a business risk few emitters can take. “CCUS doesn't work if you only have the C,” he says, “you need the full chain.”Next, Glenn Wilson, Chief Financial Officer at Coastal Bend LNG, discusses how LNG economics and carbon capture can work hand in hand. Designed from day one as a low-carbon project, Coastal Bend LNG is integrating capture across both pre-treatment and post-combustion stages, aiming for near-zero emissions. Glenn explains how 45Q tax credits and the sale of verified environmental attributes create a dual-revenue model, and why tokenising the carbon intensity of each LNG cargo could redefine transparency in global energy trade. “We're not just reducing emissions,” he says, “we're creating a new market for verified carbon value.”Finally, Nick Terrell, Executive Director at Carbon Catalyst, joins from the UK to reveal how depleted gas fields are being repurposed into next-generation carbon storage sites. Following the country's first offshore CO₂ injection test, he shares how reusing North Sea infrastructure is cutting costs, driving bankability, and opening the door to cross-border storage for European emitters. As policy alignment grows between the UK and EU, Terrell argues that liberalisation and private capital will be the next accelerators. “Once we have more FIDs,” he says, “finance, technology, and data will do the rest.”From the cement kiln to the seabed, this episode captures the energy and optimism emerging across the CCUS ecosystem - a clear sign that carbon capture is moving from cautious planning to confident execution.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Public Health Review Morning Edition
1015: PHIG Grant Management Improvements

Public Health Review Morning Edition

Play Episode Listen Later Oct 21, 2025 6:18


In today's installment of the PHIG Impact Report, Amy Ferris, Chief Financial Officer at the Washington State Department of Health, shares how her department is using the Public Health Infrastructure Grant to centralize its grant management system. PHIG Partners Web Page PHIG Newsletter  

The Water Tower Hour
Inside Intrusion (INTZ): How Reputation-Based Cyber Defense Is Powering Sustainable Growth

The Water Tower Hour

Play Episode Listen Later Oct 20, 2025 39:17


Send us a textIn this episode of WTR Small-Cap Spotlight, Tony Scott, Chief Executive Officer, and Kimberly Pinson, Chief Financial Officer, of Intrusion Inc. (NASDAQ: INTZ) join co-hosts James Kisner, Managing Director of Technology Research at Water Tower Research, and Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research.The conversation dives into how Intrusion's Shield platform uses reputation-based threat intelligence and artificial intelligence to detect and block high-risk communications in real time. Scott and Pinson discuss the company's five consecutive quarters of sequential growth, the expansion of Shield Cloud into the AWS Marketplace (with Microsoft Azure coming later in 2025), and emerging opportunities in school safety, utilities, and critical infrastructure.They also touch on Intrusion's disciplined financial strategy, strong gross margins, and growing managed-service-provider channel—all of which position the company for sustained success in both government and commercial cybersecurity markets.

Raising Your Antenna
Powering Solar's Next Chapter

Raising Your Antenna

Play Episode Listen Later Oct 14, 2025 20:57


John Beaver, CFO of Highland Materials, brings a unique perspective to solar manufacturing after living through two distinct cleantech eras. Following 25 years in the chemical industry, Beaver first entered solar in 2009 as CFO of Silicor Materials, scaling from 40 to 450 employees in 18 months while proving metallurgical-grade silicon could produce high-quality solar cells. "We ended up making 20 million solar cells. Really proved out the concept that we could use a metallurgical grade silicon versus electronic grade silicon to make high-quality solar cells," Beaver explains. After weathering policy headwinds and Chinese oversupply that shuttered their plans, Beaver spent years in dental lasers before returning to solar silicon at Highland Materials. Now he believes the tipping point has arrived. The big question: Can domestic manufacturing finally compete with China's 95% market control?John Beaver serves as Chief Financial Officer of Highland Materials, and has over 40 years of finance expertise across a variety of industries. After starting his career at Fortune 50 company Monsanto, Beaver spent decades in the chemical industry before making his first foray into cleantech as the inaugural CFO of Silicor Materials in 2009. There, he helped scale the company from 40 to 450 employees in 18 months while proving that metallurgical-grade silicon could produce solar cells indistinguishable from traditional electronic-grade silicon. Following a detour as CEO of dental laser company Biolase, Beaver returned to solar silicon manufacturing with Highland Materials, where he's working to establish domestic polysilicon production in Tennessee using zero-waste technology that cuts emissions by 90% while recycling industry waste into valuable raw materials.In This Episode:(00:00) John Beaver's cleantech journey(04:25) Chemical industry background and transition to Silicor Materials(08:04) China tariff wars and Silicor challenges(11:00) Highland Materials return and current market opportunity(17:08) Zero-waste manufacturing and product diversificationShare with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions!About the show: The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com.Resources:LinkedIn profile: https://www.linkedin.com/in/john-beaver-a086561b/Highland Materials website: https://highlandmaterials.com/Antenna GroupKeith Zakheim LinkedIn 

The Crypto Conversation
Zilliqa - Unlocking Web3 for All

The Crypto Conversation

Play Episode Listen Later Oct 7, 2025 25:45


Alexander Zahnd is the Interim CEO and Chief Financial Officer of Zilliqa, a leading Layer 1 blockchain platform. Why you should listen Zilliqa is a high-performance Layer 1 blockchain platform built to power scalable, secure, and interoperable decentralized applications. As the first public blockchain to implement sharding, Zilliqa has consistently pushed the boundaries of blockchain infrastructure. With the launch of Zilliqa 2.0, the platform is evolving to meet the needs of institutions, enterprises, and developers seeking high-throughput infrastructure with the trust, transparency, and flexibility required for real-world adoption. Supporting links Fidelity Crypto Careers  Zilliqa Andy on Twitter  Brave New Coin on Twitter Brave New Coin  If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

GZero World with Ian Bremmer
How the circular economy empowers small businesses

GZero World with Ian Bremmer

Play Episode Listen Later Oct 2, 2025 30:04


Imagine an economy where products are designed to be reused, repaired, and regenerated instead of ending up as waste. That's the circular economy, a model that redefines recycling and transforms how small businesses operate.In this episode of Local to Global: The power of small business, host JJ Ramberg sits down with Ellen Jackowski, Chief Sustainability Officer at Mastercard, and Rachel McShane, Chief Financial Officer at Depop, to discuss the scale of the circular economy, why circular practices boost both sustainability and profitability, and where the industry is headed next.From Depop's sustainable fashion marketplace that empowers small sellers and extends the life of clothing to Mastercard's digital solutions that enhance the consumer experience and measure impact, the discussion highlights ways entrepreneurs can launch reuse, resale, and take-back programs. The conversation also addresses the pitfalls of greenwashing and the importance of credible, consistent standards.“Local to global: The power of small business” is a new podcast series from GZERO Media's Blue Circle Studios and Mastercard, where we look behind the curtain to explore the world of small businesses and why they're positioned to play an even bigger role in the future of the global economy. Host: JJ RambergGuests: Ellen Jackowski, Rachel McShane  Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Becker’s Healthcare Podcast
Lisa M. Goodlett, Senior Vice President, Chief Financial Officer and Treasurer at Duke University Health System

Becker’s Healthcare Podcast

Play Episode Listen Later Sep 29, 2025 20:43


In this episode, Lisa M. Goodlett, Senior Vice President, Chief Financial Officer and Treasurer at Duke University Health System, shares insights on expansion, partnerships, and the role of technology in shaping future care delivery. She also reflects on leadership qualities needed to navigate healthcare's evolving challenges.

The Business Ownership Podcast
The Business of Better Food - Kash Rocheleau

The Business Ownership Podcast

Play Episode Listen Later Sep 22, 2025 32:14


What's the future of sugar reduction—and how will it change what we eat? Can sugar reduction actually boost business growth? In this episode of The Business Ownership Podcast  I interviewed Kash Rocheleau. Kash Rocheleau is the co-owner of The Reset Button, a one-stop shop for ADAS calibration services, where she oversees financial operations including budgeting, cash flow, investments, and tax planning. She collaborates with her partner and team on business strategy, marketing, and customer relations, combining her expertise in accounting and finance with an entrepreneurial mindset to help businesses achieve their goals.In addition to her role at The Reset Button, Kash serves as Chief Financial Officer for Icon Foods, Guy Gone Keto, and King Capital Investments. She manages financial operations, reporting, and compliance while driving growth and profitability. With a strong background in legal matters—ranging from acquisition negotiations to trademark applications and regulatory compliance—she brings a well-rounded approach to complex business challenges.Kash holds an MBA in Accounting and Finance from Eastern Washington University, equipping her with the knowledge and expertise to guide businesses toward sustainable success.If you care about health, flavor, or food innovation & business —this one's for you.Check this out!Show Links:Kash Rocheleau on LinkedIn: https://www.linkedin.com/in/kash-rocheleau-a0678528/?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appIcon Foods Website: https://www.iconfoods.com/Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Second in Command: The Chief Behind the Chief
Ep. 509 - Unlock CFO Success Secrets No One Tells You About Hiring

Second in Command: The Chief Behind the Chief

Play Episode Listen Later Sep 11, 2025 8:52


In today's episode of the Second in Command podcast, Cameron discusses one of the most critical hires a business can make, a role that directly impacts leadership alignment, financial clarity, and long-term success: the Chief Financial Officer or CFO.The conversation highlights how small red flags during the hiring process, such as scheduling mishaps or lack of accountability, can be early indicators of deeper issues that shouldn't be ignored. You'll learn why asking tough, direct questions in interviews can uncover whether a candidate truly embodies the ownership and resilience needed for high-stakes leadership.Discover the relationship between this leadership role and the CEO, emphasizing the importance of trust, transparency, and mutual respect. Since not every CEO has the technical expertise to fully evaluate the position, Cameron shows how leaning on outside advisors or experienced professionals can provide the necessary insight to set clear expectations and define success from the outset. This ensures that both sides are aligned on responsibilities and performance measures.This episode offers practical guidance for any company seeking to strengthen its executive team and navigate the complexities of making the right leadership decision. Before you hire your next CFO, hear Cameron's insider strategies for defining the role and setting clear expectations.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:The nuances of hiring a CFO, including addressing red flags and setting clear expectations. The importance of outside experts like fractional CFOs or accounting firms in defining roles and setting new CFOs up for success. The role of outside experts in guiding a new CFO and ensuring they meet the company's needs.The value of having a fractional CFO participate in the interview process to assess the candidate's skills. And much more...Resources:Connect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your LeadersConnect with Cameron on DephiDisclaimer:The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Second in Command podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.