Podcasts about chief financial officers

What does it take to lead a high-growth company through economic uncertainty, while still innovating for the future? Larry Roseman, Chief Financial Officer of Thumbtack, joins us to explore the modern finance leader's role in balancing resilience, agility, and long-term value creation. With a career spanning investment banking, accounting, and tech, Larry shares how he's redefined capital allocation, empowered decision-making across teams, and built a finance organization that thrives on trust and flexibility. Learn how to lead with clarity, empower innovation (without waste), and turn volatility into opportunity. Discussed in This Episode: Why CFOs must shift from fixed annual planning to rolling investment cycles The power of decentralized decision-making in fast-moving companies How to empower teams with "envelope budgeting" and shared accountability Why flexibility and financial discipline must go hand-in-hand How to balance profitability and growth through portfolio-style capital planning Tactics for encouraging innovation without a near-term ROIFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

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.(00:30) - Introduction (01:22) - Private equity market landscape (02:38) - Focus on sector frameworks (04:07) - The impact of tariffs (05:27) - Likely level of deal activity in H2 2025 (07:46) - Fund liquidity and distributions to limited partners (09:15) - What private equity can bring to a portfolio (11:21) - The risks investors in private equity should be aware of (13:22) - Innovations: Evergreen structures (15:29) - The question of liquidity (16:55) - Summary and conclusion 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.

In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value.Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner.Expect to Learn:Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOsHere are a few quotes from the episode:“If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It's no good having a beautiful bathroom if there's no water going to it. You need the plumbing.” - Darrell CoxDarrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell:LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=caWebsite - https://unasoftware.com/Follow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits

Our recent guest, Pete Chrobak, is the Chief Financial Officer at Duncan-Parnell. In this conversation with Karthik Chidambaram, he shares strategic insights about Duncan-Parnell, from its origins to its pathway to the future. From his background to his approach to managing finances, we hear why his role is more than just about money. They talk about how the company focuses on maintaining a healthy cash flow and strategically plans for business growth, helping to drive the company's long-term success. They also discuss how smart investing can make a big impact. Watch to the end, and don't miss out on all the great advice in this episode!

Andrea James, Chief Financial Officer at iMDx, is focused on expanding access to innovative molecular diagnostic testing staring with a test for monitoring transplanted organ health.  The test measures the donor-derived cell-free DNA which can indicate the need for drugs to target organ rejection before invasive procedures are required. The company is developing a kit-based version of the test that can be run by hospitals rather than relying on centralized labs, to increase access to this diagnostic and improve transplant outcomes. Andrea explains, "We changed our name on June 17th from OncoCyte, as you had just referenced, to Insight Molecular Diagnostics Inc. We're now going by iMDx, and our mission is to democratize access to novel molecular diagnostic testing to improve patient outcomes." "We actually have three pieces of IP, intellectual property, and we are initially commercializing in transplant. So we measure a biomarker called donor-derived cell-free DNA, don't get too hung up on it. That's a lot of words. It basically looks for fragments of DNA in the blood, which can indicate transplanted organ damage and therefore rejection. And so that is where we are commercializing first." "What's really interesting is that the innovations in this space are, okay, so let's say you've been on dialysis, that's a really tough life. You finally get your transplanted kidney, and now let's say your body is starting to reject it. You're one of those one in five who were a match, your kidney was a match for you, but then your immune system is attacking it anyway. That used to be almost a death sentence."  "Your options there were you're going to lose your kidney, you go back on dialysis, or you lose your life. But now there are therapies that are coming out to treat antibody-mediated rejection, or AMR, and our test is being used to monitor the efficacy of those therapies." #iMDx #MolecularDiagnostics #Molecular #Diagnostics #Healthcare #PrecisionMedicine #Genomics #Decentralized #LiquidBiopsy #DigitalPCR #Transplant #Localization #Labs #PointOfCareTesting #RapidCare #Democratization imdxinc.com Listen to the podcast here  

Andrea James, Chief Financial Officer at iMDx, is focused on expanding access to innovative molecular diagnostic testing staring with a test for monitoring transplanted organ health.  The test measures the donor-derived cell-free DNA which can indicate the need for drugs to target organ rejection before invasive procedures are required. The company is developing a kit-based version of the test that can be run by hospitals rather than relying on centralized labs, to increase access to this diagnostic and improve transplant outcomes. Andrea explains, "We changed our name on June 17th from OncoCyte, as you had just referenced, to Insight Molecular Diagnostics Inc. We're now going by iMDx, and our mission is to democratize access to novel molecular diagnostic testing to improve patient outcomes." "We actually have three pieces of IP, intellectual property, and we are initially commercializing in transplant. So we measure a biomarker called donor-derived cell-free DNA, don't get too hung up on it. That's a lot of words. It basically looks for fragments of DNA in the blood, which can indicate transplanted organ damage and therefore rejection. And so that is where we are commercializing first." "What's really interesting is that the innovations in this space are, okay, so let's say you've been on dialysis, that's a really tough life. You finally get your transplanted kidney, and now let's say your body is starting to reject it. You're one of those one in five who were a match, your kidney was a match for you, but then your immune system is attacking it anyway. That used to be almost a death sentence."  "Your options there were you're going to lose your kidney, you go back on dialysis, or you lose your life. But now there are therapies that are coming out to treat antibody-mediated rejection, or AMR, and our test is being used to monitor the efficacy of those therapies." #iMDx #MolecularDiagnostics #Molecular #Diagnostics #Healthcare #PrecisionMedicine #Genomics #Decentralized #LiquidBiopsy #DigitalPCR #Transplant #Localization #Labs #PointOfCareTesting #RapidCare #Democratization imdxinc.com Download the transcript here

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

BHP’s has again posted a strong profit, but with commodity prices shaky, can their margins hold into the future?See omnystudio.com/listener for privacy information.

Can BHP continue its dominance as its focus shifts from iron ore to copper?Yesterday, Australia's second largest company announced a 26pc drop in underlying profit, with iron ore prices under pressure from slowing demand in China. It’s BHP’s weakest performance in five years.But the company is still optimistic - particularly about its growing number of copper assets, and also its shift into the fertiliser potash. Vandita Pant, Chief Financial Officer of BHP, spoke with Juliette Saly at Ausbiz.Ausbiz is Australia's leading provider of live and on-demand video of the latest news in Australian business, markets, economy and startups. Sign up for free at ausbiz.com.auFind out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Singapore Management University has entered the sustainability bond market — but why now, and how does it stand apart from traditional green bonds? So what lies behind SMU’s motivations, and the hurdles of aligning campus sustainability ambitions with investor-grade frameworks? And what is the growing trend of non-traditional issuers in sustainable finance. On Industry Insight, Lynlee Foo speaks to Yvonne Chan, Chief Financial Officer and Vice President, SMU to find out more.See omnystudio.com/listener for privacy information.

Each week, RNIB Connect Radio's Allan Russell sits down with Matt Stringer, CEO of RNIB, to look at some of the big stories coming from the UK sight loss charity. This week Matt is joined by RNIB's Chief Financial Officer, Kathryn Sherratt, as they discuss the official opening of RNIB Scotland's new HQ in Edinburgh and there's even a mention of Christmas. If you, or someone you know, would like information on the support and services available from RNIB, go to www.rnib.org.uk You can call our Helpline on 0303 123 9999  Or ask your Amazon device to call RNIB's Helpline. #RNIBConnect Images Shows RNIB Logo, White Background, RNIB in Bold Black Letter With A Solid Pink Line Below

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

Watch the video version on YouTube.  J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today's episode, Aaron Mulvihill is joined by Sitara Sundar, Head of Alternative Investment Strategy & Market Intelligence. She spearheads the development of perspectives within and across alternative investments for the bank. Her extensive experience within the organization includes leading the Equity Specialist team, where she provided strategic advice on managed equity portfolios for clients. Before this, Sitara supported J.P. Morgan's Chief Financial Officer as part of a corporate economics and analytics team, where she was responsible for forecasting global macroeconomic data. At the onset of her career, she worked alongside the firm's Chairman of Market & Investment Strategy, Michael Cembalest, contributing to the widely acclaimed "Eye on the Market" publication. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Telstra has posted a boost in its profits, but with a dropoff in its mobile business, What's Next for Australia's Biggest Telco?See omnystudio.com/listener for privacy information.

My guest today is John Schuhart.John is an executive leadership coach. He spent 17 years as an Intelligence Community Senior Executive, including: Chief Financial Officer of the National Geospatial-Intelligence AgencyDeputy Chief Financial Officer, Office of the Director of National IntelligenceDeputy Executive Director of the Central Intelligence Agency's Community Management StaffJohn is also the author of, New Supervisor Survival Guide, a book that explores the challenges of becoming an effective leader. Being a leader who people want to work for is not rocket science. But most people either spend too-little time learning or fail to get the training and support they need to learn how to lead and—perhaps more importantly—think about how they want to lead before they become supervisors.In our conversation today John shares his insights and wisdom about leadership and the skills that make leaders effective. John, thank you for this great conversation. Thank you for writing your book and sharing these practical insights and principles of leadership. Your work is making the world a better place!If you'd like to learn more about John and the work that he does, you'll find links below:Gray Beard Coaching: https://graybeardcoaching.com/Book: New Supervisor Survival Guide: Twelve Simple and Proven Leadership Skills to Help New - and Not So New - Bosses ThriveMake Life Less Difficult~ Support:buymeacoffee.com/lisatilstra

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

In this episode of the Count Me In, host Adam Larson welcomes Bill Koefoed, Chief Financial Officer at OneStream, for an engaging chat about how AI is revolutionizing finance. Bill breaks down the real-world impact of artificial intelligence and machine learning on financial forecasting, resource allocation, and everyday tasks like contract analysis and account reconciliation. He also shares why transparency matters with AI, how teams can build a culture of innovation, and what finance professionals should do to keep their skills sharp. Packed with practical advice and firsthand stories, this episode offers an accessible and exciting look at the future of finance with AI. Don't miss Bill's expert take on embracing the tech that's reshaping the industry! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

Tehillah Niselow speaks to Estienne de Klerk, SA CEO at Growthpoint PropertiesSee omnystudio.com/listener for privacy information.

Some Auckland ratepayers have been getting nasty surprises when opening their newest bills for the year. The Herald has identified a number of properties who've been overcharged, including a $3.9 million multi-unit property with an incorrect $444,766 - 11.4 percent - rates bill. Auckland Council Group chief financial officer Ross Tucker says they process the rates bills for a huge volume of properties in Auckland. "The best information we've got is - we think it's quite isolated...the four properties where there's been some issues are not just a single property, single house, it's ones where there's multi-units. That's one rates bill that covers multiple units." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Dexcom generates more than $4 billion in annual revenue and has a market cap north of $30 billion, making it one of the biggest digital health companies in the world. And it all started with a better way to measure blood sugar.In this episode, Halle is joined by Kevin Sayer, CEO of Dexcom, the company that pioneered continuous glucose monitoring (CGM). Under Kevin's leadership, Dexcom scaled from $40 million to $4 billion in revenue, became the standard of care for people with diabetes, and is now expanding into consumer wellness with its direct-to-consumer product, Stelo.We cover:

This episode features highlights from our timely and candid Critical Conversation exploring the evolving landscape of U.S. national defense and homeland security. Our distinguished panel of Academy Fellows will examine how to align strategy, resources, and operational readiness in a rapidly changing environment.Featured Speakers:Jane Holl Lute – Former Deputy Secretary, U.S. Department of Homeland SecurityMichael McCord – Former Comptroller and Chief Financial Officer, U.S. Department of DefensePeter Levine - Senior Fellow, Institute for Defense AnalysesModerated By James-Christian Blockwood, President and CEO of the National Academy of Public AdministrationSupport the Podcast Today at:donate@napawash.org or 202-347-3190Episode music: Hope by Mixaund | https://mixaund.bandcamp.comMusic promoted by https://www.free-stock-music.comFollow us on YouTube for clips and more: @NAPAWASH_YT

The payments landscape is undergoing dramatic transformation, demanding new approaches to leadership and innovation. Karen Xu, Chief Financial Officer for North America at Ingenico, brings a fresh perspective on navigating this evolution while balancing personal and professional priorities.Growing up in Shanghai's French Concession sparked Karen's curiosity to explore the world, eventually leading her to America with a full scholarship to Emory University. After building expertise at consulting powerhouses and industrial giants like GE and Honeywell, Karen made the pivotal transition to Ingenico seeking greater impact in a private equity-backed environment. Within months of joining, she transformed the North American region into the company's top performer across all financial metrics.Karen shares a defining moment when her first-grade son wished for "mommy to be happier," prompting her career pivot from a demanding global CFO role requiring 70-hour workweeks to her current position. This recalibration allowed her to maintain leadership impact while reclaiming family time - a decision she reflects on with satisfaction rather than regret.The conversation explores why payments is more welcoming to women than traditional manufacturing sectors, and why this matters when women influence 70-80% of payment decisions. Karen believes women's natural empathy, collaborative approach, and diverse perspectives drive innovation essential for the industry's future. For emerging professionals, Karen offers wisdom gained from mentors who shaped her approach to leadership: "bloom where you are planted" and develop the ability to see what others cannot. The most successful payment solutions will combine trust, ease of use, and scalability - with women leaders positioned to excel by staying close to customer needs and leveraging data insights.

It's summertime, but we also call this budget season in local government. Hear from Mayor Yemi and our Chief Financial Officer about the budget process and the measures the City is taking to be good stewards of taxpayer dollars. 

In this episode, Alex Stolz talks with Doug Shapiro, media strategist, former Turner executive and author of The Mediator, about the disruptive force of generative AI and what it truly means for filmmakers and creators. Doug draws a striking parallel: just as the internet drove the cost of moving bits (distribution) toward zero and reshaped the media landscape, generative AI is now driving the cost of making bits (content creation) toward zero. But what does that mean for the value of original storytelling? For jobs, budgets, and creativity? And how can creators and studios adapt to a world of “infinite content,” where audiences' definitions of quality are shifting, and discovery becomes the real battle? Across the conversation, Doug explores the opportunities (democratization, bold creative choices, lower barriers for new voices) and the challenges (market saturation, changing consumer standards, legal and ethical uncertainty) that AI brings. Drawing on his experience of seeing streaming disrupt TV from the inside, he shares lessons for both incumbents and emerging studios and why, despite the disruption, he believes AI can empower a new generation of creators rather than replace them. About Doug Shapiro Doug has spent nearly 30 years in and around the media industry, as an analyst, strategist, advisor and operator. He is currently an independent advisor and consultant, speaker, and senior advisor for Boston Consulting Group. He also writes The Mediator, which is widely read and circulated in the industry. Doug is frequently asked to present his views about the evolution of the media business at corporate offsites, institutional investor conferences, industry events, and academic institutions. He is also writing Infinite Content: AI, the Next Great Disruption of Media, and How to Navigate What's Coming, due to be published by The MIT Press in 2026. Prior to his current role, Doug was the Chief Financial Officer and a Managing Member of Pugilist Capital LLC, an investment firm formed with the purpose of acquiring media and media-adjacent technology businesses. Before that, he was EVP and Chief Strategy Officer at Turner, a division of WarnerMedia, and member of the Executive Committee, where he headed the Corporate and Data Strategy functions. Prior to that position, Shapiro was the SVP of International and Corporate Strategy at Time Warner Inc. He previously headed the Time Warner Investor Relations group, overseeing the development and execution of the company's investor relations initiatives, formulating investor messaging and serving as the primary contact for Time Warner with the investment community. Before joining Time Warner, Shapiro was a senior equity analyst at Banc of America Securities and Deutsche Banc Securities, where he covered the Cable and Satellite TV and Media Conglomerate sectors. He was ranked as one of the top Cable and Satellite analysts by Institutional Investor magazine each year from 1997 to 2006.

Send us a textEpisode 140: Financial integrity isn't just about compliance—it's the cornerstone of organizational trust and success. In this thought-provoking exploration of the audit function, we dive deep into how forward-thinking CFOs are transforming what's often viewed as a necessary evil into a strategic advantage.The most effective finance leaders understand that auditing isn't about hunting for mistakes or satisfying regulators; it's about building a foundation of accuracy that enables better decision-making at every level. We examine three essential pillars that should guide your audit strategy: fostering a team with unwavering professional ethics, ensuring meticulous financial accuracy in reporting, and implementing robust internal controls to safeguard company assets. These elements aren't just technical requirements—they're competitive advantages in a business landscape where trust is increasingly valuable currency.Risk assessment emerges as a critical companion to effective auditing. By creating and continuously updating a comprehensive risk matrix, the CFO can ensure audit resources are deployed where they'll have the greatest impact. Whether you lead a small private company or a publicly traded enterprise, this strategic approach to audit planning transforms compliance activities into valuable insights that support long-term business goals. Remember, a truly effective audit function should regularly uncover areas for improvement—if your auditors never find issues, it's time to review your testing processes. The journey toward financial excellence begins with embracing auditing not as a basement-dwelling afterthought but as a spotlight illuminating your path to organizational integrity and sustainable success.Episode outline:Why is a solid audit plan essential for your organization,Measuring and assessing organizational risk, andHow the CFO shapes the audit plan to support long term strategy. Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the show

Appointed Thursday 7-17 as Florida's Chief Financial Officer, Ingoglia detailed his and Gov. DeSantis' commitment to eliminate or substantially reduce property taxes on all homesteaded properties. Ingoglia promises a Constitutional Amendment on the November 2026 ballot. Further, Ingolgia will present a significant proposal to encourage major improvements to hurricane vulnerable homes, which will reduce overall disaster losses. But property taxes should not sky rock after improvements, as government should not be the beneficiary of homeowners fortifying their home.

This is a recording of our "Catastrophe Bond and ILS Market Conditions at Mid-Year 2025" live webinar that was held on June 17th 2025 and featured catastrophe bond and insurance-linked security (ILS) industry experts that joined us to discuss the state of the market around the middle of the year. While our expert speakers explored the fact the ILS market has become a foundational component for many reinsurance and retrocession buyers, occupying an increasingly large share of some towers, they also highlighted an expectation that growth of the asset class continues. This Artemis Live webinar was moderated by Steve Evans and featured participants: Paul Schultz, Vice Chairman, Aon Reinsurance Solutions; Jennifer Montero, Chief Financial Officer, Citizens Property Insurance Corporation; Stephen Velotti, CEO and CIO, Pillar Capital Management; and Michael Alfano, Vice President, Business Development Officer, Computershare Corporate Trust. Our speakers discussed the state of the market around the mid-year renewals, how investors have responded to the robust levels of catastrophe bond issuance activity in 2025, the ability of the market to continue meeting sponsor needs, as well as the outlook for the rest of the year. Listen to the full podcast episode to gain insights into what matters at the mid-year point of 2025 for the catastrophe bond, insurance-linked securities (ILS) and reinsurance capital market.

Forecasting what a business will earn and spend, allocating resources among teams clamoring for more, and practicing professional skepticism without killing the vibe with Steve Love, a chief financial officer. What does it feel like to confess to a board of directors that you've made a potentially catastrophic error? And what happens when business leaders accidentally release non-public information?IF YOU LIKE THIS EPISODE: Check out what it's like to be a turnaround consultant,  a forensic accountant, or a life insurance salesman.GOT A COMMENT OR SUGGESTION? Email us at jobs@whatitslike.com FOR SPONSORSHIP OPPORTUNITIES: Email us at partnerships@whatitslike.com WANT TO BE ON THE SHOW? Leave us a voicemail at (919) 213-0456. We'll ask you to answer two questions: 1. What's a word or phrase that only someone from your profession would be likely to know and what does it mean? 2. What's a specific story you tell your friends that happened on the job? It could be funny, sad, anxiety-making, pride-inducing or otherwise. We can't respond to every message, but we do listen to all of them! We'll follow up if it's a good fit.

This episode features Alice Pope, Executive Vice President and Chief Financial Officer at Novant Health, and David Krauss, Executive Vice President of Development and Co-Head of Healthcare at ENFRA. They discuss how Novant's innovative energy-as-a-service partnership unlocked $855 million in capital, allowing the system to invest in sustainability, infrastructure, and long-term strategic growth.This episode is sponsored by ENFRA.

This episode recorded live at the Becker's Hospital Review 15th Annual Meeting features Brenda McCormick, Chief Financial Officer, Children's Minnesota. Brenda shares how her team developed a long-term strategic vision focused on independence, financial sustainability, and differentiated experience, while navigating workforce shortages, tight margins, and payer pressures to ensure high-quality pediatric care across the region.

Jim has led ESG efforts at Eli Lilly since September 2020. In this capacity, he oversees implementation of Lilly ESG strategy, has responsibility for coordinating ESG-related communications, and organizing and leading ESG stakeholder interactions.  In a significant advancement of Lilly's approach, Jim led the development of Lilly's ESG portal, a comprehensive source for ESG strategy, goals and results.  Jim also chairs the ESG Governance Committee at Lilly, which is a central body for development and execution of ESG priorities and communication to the Executive Committee and Board of Directors. Prior to his current role, Jim spent two years as a loaned executive to Elanco Animal Health, which was spun out of Lilly in an IPO in 2018.  Jim served as the Vice President of Investor Relations at Elanco.  He was responsible for leading all interactions with Sell-Side Analysts and Buy-Side Investors, including preparation of Earnings materials, participation in Investor Conferences, Non Deal Roadshows and investor visits to Elanco Headquarters.  He conducted investor outreach and targeting to build understanding of the Elanco investment thesis.  He worked closely with External Communications to provide consistent external dialogue and to prepare Elanco Senior Executives on key topics and messaging on relevant issues.  In 2020, Jim was ranked the number one IR leader for mid-cap pharmaceuticals by Institutional Investor. Prior to the role at Elanco, Jim spent 18 years at Lilly, holding numerous positions of increasing responsibility, including an assignment in Corporate Business Development, managing Lilly's Venture Capital portfolio.  Jim has also served as the Chief Financial Officer of Lilly Canada, Senior Director of Finance for Lilly Research Laboratories, Manager of Investor Relations, Manager of Treasury Planning and Strategy, Senior Human Resources Representative and Senior Financial Analyst. Prior to joining Lilly, Mr. Greffet was a Consulting Manager for KPMG Consulting in Indianapolis, Indiana and St. Louis, Missouri. Jim Joins Sustainable Nation to Discuss: Eli Lilly's Approach to ESG Lilly's 30 by 30 initiative to improve healthcare for 30 million people by 2030 Progress toward goals and targets without the use of carbon offsets Advice and recommendations for sustainability professionals Jim's Final Five Questions Responses: What is one piece of advice you would give other sustainability professionals that might help them in their careers?  Two words. Be pragmatic. This was a theme that came up in our conversation. There's the lunatic fringe on everything, and certainly in this space, on both ends of the spectrum. Tie your sustainability work to the purpose of your organization, be pragmatic, think in common sense terms, and you'll make a whole lot more progress.  What are you most excited about right now in the world of sustainability?  In the short four and a half years, this world has changed a lot. I think when I first came into it, it was sporadic, voluntary reporting by organizations, maybe a little bit of ‘accentuate the positive.' It evolved into more rigorous and disciplined financial reporting. Over the last 18 months or so, I think we've seen the heavy hand of regulation start to come about, especially in Europe, which creates a lot more overhead. I think all of us would rather deploy our energy and resources to doing things than reporting about them. So to the exciting part, I now think we're starting to see a little bit more sensibility prevail in some of these regulations, maybe lifting the heavy hand of regulation a little bit so that we can have consistent, rigorous, well constructed reporting that's doable and doesn't take us away from the mission that we have in front of us. I'm optimistic and excited that we're going to land in a spot that's doing the right thing for the right reasons, consuming the right amount of energy.  What is one book you'd recommend sustainability professionals read?  George Seraphim, Purpose + Profit. He's a Harvard Business professor and he taught, you can see from the name of that book, Purpose plus Profit. It takes this pragmatic view of why sustainability can help you run your business better, not just be a fringe idea that's detached from what the business is supposed to do.  What are some of your favorite resources or tools that really help you in your work?  I'll give one shout out. Brian Matt with the New York Stock Exchange puts out an email each Friday called the ESG Top five. It's the top five sustainability topics of the week. He commits that it's a two minute read. If you get interested, it's going to be more than a two minute read, but you can certainly get the headlines in two minutes. There's certain emails that I can't delete fast enough. That's one that I open every time and I always learn something out of it.  Where can our listeners go to learn more about you and the work being done at Eli Lilly?  Sustainability.lilly.com. My performance is tied to website hits, so all your listeners, please open it up first thing when you get in the morning and hit refresh many times during the day. You'll do me a solid on my performance. Then LinkedIn, I have a LinkedIn page as well that captures some of the stuff we're doing here.  

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

What does it take to bring financial clarity to a growing business? In this episode of Behind The Numbers With Dave Bookbinder, we're cutting through the noise with Jim Emerich, founder and CEO of Backbone CFO, to talk about how businesses can move from financial chaos to control—and why a fractional CFO might be the key to making it happen. Jim shares hard-earned insights on when a company is ready for financial leadership beyond bookkeeping, and how strategic forecasting, cash flow modeling, and dynamic financial planning can transform operations. He breaks down his "chaos to control" framework, anchored by five core pillars: cash, profit, people, systems, and position. If you're advising business owners—or you are one—you'll want to hear this conversation. It's packed with practical guidance for creating a more stable, scalable, and ultimately more valuable company. About Our Guest: Jim Emerich is the founder of and CEO at Backbone CFO. His professional career boasts many accomplishments, including Chief Financial Officer at Parts Life Inc. During his time at PLI, he led efforts to acquire DeVal Life Cycle Support as well as LC Engineers, Inc. and successfully integrated both companies into the PLI family. He has closed financing deals including acquisition, real estate, working capital and equipment financing. Though he experienced an exciting career trajectory, in his heart he knew small business was always near and dear. This passion ultimately led him to focus on launching Backbone CFO with the primary purpose of creating clarity for growth-minded business owners. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

In this episode of “The Weekly Bioanalysis” podcast, our hosts, Dominic Warrino and John Perkins, sit down with two key leaders shaping the company's future — Maria Nelson, Chief Financial Officer, and Julie Deane, Chief People Officer — to discuss KCAS Bio's strategy for balancing rapid growth with an exceptional employee experience. Building on the previous conversation with Jeff Goddard, this episode dives deeper into how KCAS Bio has evolved its people operations and operational planning. Julie shares how private equity investment fueled a transformation in talent acquisition, creating a scalable, high-performing recruitment process that attracts thousands of candidates monthly while enhancing the KCAS Bio employer brand. Meanwhile, Maria explains the company's internal forecasting model, CURE (Capacity Utilization Resource Evaluation), which enables proactive workforce planning to meet client demands without compromising efficiency. Together, they reveal how KCAS Bio blends scientific excellence with business strategy to grow responsibly and maintain its strong culture.“The Weekly Bioanalysis” is a podcast dedicated to discussing bioanalytical news, tools and services related to the pharmaceutical, biopharmaceutical and biomarker industries. Every month, KCAS Bio will bring you another 60 minutes (or so) of friendly banter between our two finest Senior Scientific Advisors as they chat over coffee and discuss what they've learned about the bioanalytical world the past couple of weeks. “The Weekly Bioanalysis” is brought to you by KCAS Bio.KCAS Bio is a progressive growing contract research organization of well over 250 talented and dedicated individuals with growing operations in Kansas City, Doylestown, PA, and Lyon, France, where we are committed to serving our clients and improving health worldwide. Our experienced scientists provide stand-alone bioanalytical services to the pharmaceutical, biopharmaceutical, animal health and medical device industries.

This episode recorded live at the Becker's Hospital Review 15th Annual Meeting features Ellen Barlis, Chief Financial Officer, NYC Health + Hospitals/Jacobi/North Central Bronx. Ellen shares insights on reducing readmissions through interdisciplinary collaboration, addressing Medicaid funding challenges, and leading with intention and data-driven decision making in one of the nation's most complex care environments.

Send us a textBrent Bills is a passionate endurance athlete who has completed 22 St. George Marathons since 2002. He has completed 7 full Ironmans and 17 half Ironmans—11 in St. George alone. At 50, he pushed his limits with 500 miles of racing in one year. Brent ran track and cross country in high school, but his competitive journey took off at a new level in 2001 when friends persuaded him to try a triathlon. With little experience, a heavy mountain bike, and a basic fitness routine, Brent got hooked and steadily improved—eventually hiring a swim coach and upgrading his gear. A two-time cancer survivor, he reignited his fitness journey to reclaim his health. Despite injuries like torn hamstrings and calf strains, Brent remains committed, even earning a Boston Marathon qualifying time. His story is one of grit, resilience, and determination. Outside of competing athletically, he has worked as the Business Administrator and Chief Financial Officer of the Washington County School District for 23 years, has been married for 30 years, and has 1 child.

  In this episode, Natalie Brunell sits down with Eric Semler and Renae Cormier of Semler Scientific, a Bitcoin treasury company that develops innovative technologies to detect and prevent chronic diseases. Topics discussed: Semler Scientific's mission and future, and the evolving landscape of healthcare innovation. How Eric learned from Michael Saylor and Strategy mNAV premiums How Semler Scientific balances healthcare innovations and its Bitcoin strategy Semler Scientific's QuantaFlo product and how its medical business can buffer against any Bitcoin bear market Semler Scientific's aggressive Bitcoin adoption and accumulation plan Guest Bio: Semler Scientific Chairman Eric Semler is the founder of TCS Capital Management and has extensive experience as an investor and entrepreneur across various industries. Renae Cormier is the Chief Financial Officer of Semler Scientific, with a deep background in finance, investing, and accounting. Before joining Semler in 2022, she was a partner at Aravt Global and previously worked at PwC. Natalie Brunell was recently appointed to Semler Scientific's Board of Directors. ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Coin Stories is also powered by Bitdeer Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing. Learn more at https://www.bitdeer.com  ---- Natalie's Bitcoin Product and Event Links: Earn 2-4% back in Bitcoin on all your purchases with the orange Gemini Bitcoin credit card: https://www.gemini.com/natalie   Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES  River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie   Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing  

In episode 40 of Wake Up to Wealth, Brandon Brittingham interviews Sara Lavdas, a Certified Public Accountant and a Chief Financial Officer, as she shares her insights on how entrepreneurs can better manage their finances, avoid common pitfalls, and leverage strategies like cost segregation to maximize tax benefits.Tune in for valuable discussions on wealth management and financial strategies that can enhance your journey to financial independence. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Sara LavdasLinkedIn: https://www.linkedin.com/in/sara-lavdas-73a31aa5/==========================SUPPORT OUR SPONSORS:Email Carson at The Money Multiplier: carson@themoneymultiplier.comHorizon Trust: https://www.horizontrust.com/BrandonBResponsive Mortgage: https://www.responsivemortgage.com/Rocketly: https://rocketly.ai/   

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. In this episode, Dean Newlund and Michael Barbarita discuss:Strategic business and financial leadershipMarketing psychology and customer engagementSmall business growth strategiesSales conversion frameworksCash flow and profitability planning Key Takeaways:The Conversion Formula—Captivate, Fascinate, Educate, Offer—provides a repeatable framework for connecting with prospects emotionally and logically, dramatically improving sales effectiveness when followed in the correct order.Implementing a risk reversal strategy like the “Ski Guarantee” not only eliminated customer hesitation but led to a 25% increase in sales with less than 0.2% product returns, proving that customer trust can be more profitable than tight control.Email drip campaigns that align with the buyer's journey and apply the conversion formula to industry-specific pain points can significantly shorten the time it takes for prospects to move from awareness to purchase.A truly strategic CFO brings more than financial oversight—they integrate differentiated, actionable strategies that competitors overlook, bridging the gap between financial clarity and business innovation. "95% of business strategies used today are identical to the competition, and quite frankly, by virtue of that, they don't work.” — Michael Barbarita Connect with Michael Barbarita:  Website: https://www.nextstepcfo.net/Show: Powerful Business Strategies: https://podcasts.apple.com/us/podcast/powerful-business-strategies/id1757160951 | https://www.powerfulbusinessstrategies.com/LinkedIn: https://www.linkedin.com/in/michaelbarbarita/   See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7I Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/X (Twitter): https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370 Show notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this must-listen episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams sit down with Justin Rody, CFO of Kalispell Auto Group, to discuss the critical leadership lessons and strategies that have shaped his journey from Internet Director to C-suite executive. This episode is especially important for anyone in the automotive industry looking to navigate the evolving landscape of dealership operations. "The Internet and phones are the new showroom.” Justin dives into the often-underappreciated roles of Internet and BDC departments, shedding light on their vital contribution to modern sales success. With years of experience under his belt, he offers valuable insights on process adherence, the influence of one-price sales strategies on customer satisfaction, and the innovative community engagement tactics that can drive customer loyalty, like car raffles in partnership with local schools. "If somebody's throwing an Internet manager into a position that hasn't sold a car or been involved in sales, it's not the right thing to do." This episode is packed with actionable advice for dealership leaders and sales teams alike, offering a roadmap to creating a customer-focused, value-driven dealership that thrives in today's competitive market. Don't miss out—this conversation is a game-changer! Key Takeaways: ✅ Having experience in sales and management roles can significantly enhance the effectiveness of Internet and BDC managers. ✅ Cultivating a culture of process adherence is crucial for dealership success and customer satisfaction. ✅ Implementing a one-price sales model can streamline operations and build trust with customers, although it requires a strong value proposition. ✅ Community involvement and charitable initiatives are vital in establishing a dealership's reputation and fostering long-term customer relationships. ✅ Leveraging technology, such as AI for CRM and lead management, can optimize dealership efficiency and profits.   About Justin Rody Justin Rody is the Chief Financial Officer at Kalispell Auto Group in Montana. With a deep-rooted background in automotive sales, he began his career by immersing himself in various roles within dealerships, from internet director to executive positions. His connection with the auto industry dates back to a family legacy, with experiences ranging from washing cars in his grandfather's small car dealership to managing an auto racing track. Justin brings a wealth of knowledge and a strong emphasis on process and customer satisfaction to his current role overseeing Ford, VW, and Toyota dealerships within the group.   The Importance of Internet Sales Savvy: Transforming Automotive Dealership Leadership Key Takeaways Foundation of Experience: For an Internet Director to truly excel, they should have tangible experience in BDC roles, sales, and management. One-Price Dealer Model: Establishing a one-price, no-negotiation dealership fosters a streamlined process and builds trust with consumers. Community Engagement: Successful dealerships integrate community involvement into their business model, benefiting both local organizations and the dealership's reputation.   Rethinking Internet and BDC Management in Dealerships In today's fast-evolving automotive landscape, the role of the Internet Director holds significant weight. Yet, despite its importance, this position often lacks due recognition and appropriate resourcing in many dealerships. According to Justin Rody, a former Internet Director turned CFO, one core issue is placing individuals in these roles who haven't experienced the hustle and nuance of direct car sales. "It's almost like setting the person up for failure," Rody articulates, highlighting that the Internet manager should ideally have sales experience to truly grasp the complexities of the car buying process. Sean V. Bradley, in the podcast, shares a strong sentiment: "How can you tell me as a salesperson or a manager what to do, when to do it, how to do it? And you've never even taken up before." This speaks to the critical need for online and BDC managers to have firsthand sales and customer service exposure. Forcing a person into a managerial role without proper preparation or experience diminishes their potential for success and hampers dealership effectiveness. The overarching benefit here is clear. If Internet directors are equipped with comprehensive industry knowledge and hands-on experience, they can lead with authority, improve Internet sales integration, and foster a harmonious relationship with sales teams. Such a coherent setup not only boosts morale but lays the groundwork for more innovative sales strategies and efficient processes within the dealership.   The One-Price Model: Revolutionizing Consumer Trust and Efficiency The concept of a one-price store disrupts traditional dealership tactics by eliminating the negotiation phase that's been a cornerstone for many. When executed correctly, it not only streamlines the car-buying process but enhances the dealership's transparency and trust. Justin Rody testifies, "We haven't negotiated one car deal since 2007." For his dealership, the firm pricing strategy removes uncertainties and accelerates buying decisions. Bradley underscores how this aligns with efficiency, noting that "anything that elongates the process is counterproductive; taking 10 minutes to cook minute rice is a waste." The one-price model offers peace of mind to both customers and salespeople. By setting clear expectations, it ensures swift transactions and nurtures a reputation of honesty and reliability—an irresistible draw for many buyers. Moreover, this model aligns with broader automotive consumer trends where digital interaction and swift, transparent transactions are increasingly valued. By curtailing the negotiation process, dealerships can dedicate more resources to enhance the customer's buying journey, reinforcing loyalty and repeat business. Community Engagement: Enhancing Reputation and Building Trust Supporting local communities is more than just good public relations for car dealerships; it's a business imperative that boosts brand reputation and customer loyalty. Justin's dealership exemplifies this by engaging deeply with the community, notably through their innovative school car raffle initiative that has raised significant funds annually for local schools. As Rody shared, “That generated somewhere…like 50 to $80,000 of money that goes right to the general fund of the school." This initiative taps into the mutual benefits of a strong community-dealer relationship. For the dealership, it means fostering a positive public image and engendering goodwill among potential customers. It acts as a reciprocal arrangement where the community feels valued and wishes to support a business that shares its success. The concept is simple: when dealerships give back, they create an emotional connection, which is priceless in building long-term customer relationships. Moreover, integrating these acts of service into the dealership's marketing strategy by showcasing on platforms and websites bolsters SEO and web presence, ensuring potential customers notice the dealership for not just their cars but their values. Justin Rody's journey from an Internet Director to CFO within a dealership illustrates the transformative potential of industry experience when placed in strategic roles. His emphasis on transparent practices, streamlined processes, and community involvement paints a clear picture of a sustainable path forward for modern dealerships. By addressing both internal structure and external engagement, dealerships have the opportunity to cultivate enduring success in a competitive automotive market.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

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In this episode of “Moving Medicine Forward,” host Jeremy Strand sits down with Brian Lawrence, Chief Financial Officer at CTI, to explore how strategic financial planning is critical to advancing clinical trials, particularly in rare disease research. Brian shares insights on balancing profitability with purpose in one of the world's most highly regulated industries, reflecting on early career decisions, global expansion, trial funding challenges, and the growing influence of AI in finance. 00:36 Brian shares how early interests in math and accounting, along with a few great mentors, led him into finance and the clinical research space. 02:17 Why Brian opted for a smaller accounting firm over a Big Four company and how that decision shaped his career. 03:16 How his love for process improvement and early experiences with digital transformation prepared him for the dynamic contract research organization (CRO) environment. 04:03 Brian discusses CTI's evolution: growing four times in size, expanding globally, and staying true to its rare disease focus. 05:00 The challenge of maintaining profitability while upholding the highest standards in research and compliance. 06:00 Brian explains the hidden costs of operating globally, including banking, compliance, and cybersecurity.  07:10 Why financial planning is critical in biotech, where projects can be halted suddenly due to safety or funding concerns. 09:00How investment trends and economic shifts post-COVID have tightened budgets and forced CROs and sponsors to adapt. 10:00 Brian breaks down the financial implications of trial diversity, especially in rare diseases with complex study designs. 11:12 The role of AI and digital tools in modern CRO operations, and why CTI is taking a deliberate approach to adoption. 13:00 Brian sees technology as a way to eliminate low-value tasks and empower finance teams to focus on strategic insights. 14:00 Through initiatives like CTI Cares and “Mission Moments,” Brian explains how CTI connects internal teams to the bigger picture of patient impact. 

In this episode of 401(k) Roundtable™, Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. They examine how macroeconomic shifts, technological advancements like AI, and a declining number of public companies are shaping private equity investment strategies. The discussion also touches on the role of institutional investors and the growing interest in making private equity accessible through workplace retirement plans. Jack offers a thoughtful perspective on long-term capital deployment and the future of private markets.

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

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

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

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

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

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

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