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

Becker’s Healthcare Podcast
Ellen Barlis, Chief Financial Officer, NYC Health + Hospitals/Jacobi/North Central Bronx

Becker’s Healthcare Podcast

Play Episode Listen Later Jun 27, 2025 7:34


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.

Huntsman World Senior Games Active Life
#547 The OPPORTUNITY to Do Marathons and Ironmans - Featuring Brent Bills

Huntsman World Senior Games Active Life

Play Episode Listen Later Jun 26, 2025 25:50


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.

Coin Stories
Eric Semler & Renae Cormier: 4th Largest Public Bitcoin Holder Semler Scientific Going All In on Bitcoin

Coin Stories

Play Episode Listen Later Jun 19, 2025 40:28


  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  

Wake Up to Wealth
Mastering Business Financials with Sara Lavdas: Insights from a CFO

Wake Up to Wealth

Play Episode Listen Later Jun 18, 2025 35:48


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/   

The Business of Intuition
Michael Barbarita: Powerful Business Strategies

The Business of Intuition

Play Episode Listen Later Jun 17, 2025 43:37


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.

Millionaire Car Salesman Podcast
EP 10:23 Process Over Panic: Tips from a Former Internet Director Turned CFO

Millionaire Car Salesman Podcast

Play Episode Listen Later Jun 17, 2025 53:29


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!  

Moving Medicine Forward
Why Strategic Financial Planning is Critical to Advancing Clinical Trials

Moving Medicine Forward

Play Episode Listen Later Jun 11, 2025 15:30


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. 

401(k) Fridays Podcast
The Future of Private Equity: Growth, Innovation & Investor Access

401(k) Fridays Podcast

Play Episode Listen Later Jun 10, 2025 55:03


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.

Irish Tech News Audio Articles
Virgin Atlantic and TCS Extend Two-Decade Partnership to Modernise Airline Operations with AI-led Solutions

Irish Tech News Audio Articles

Play Episode Listen Later Jun 10, 2025 5:30


Tata Consultancy Services (TCS), a global leader in IT services, consulting, and business solutions, has expanded its two-decade-long strategic partnership with Virgin Atlantic, a premium long-haul UK airline, to accelerate its digital transformation journey. Under this renewed seven-year agreement, the two organisations will deepen their collaboration to strengthen the technological foundations of Virgin Atlantic, enable modern airline retailing, deliver greater operational resilience, and enhance customer experience. As part of this long-term engagement, TCS, which operates a Global Delivery Centre in Ireland, will modernise Virgin Atlantic's core technology operations by implementing a cloud-first, AI-powered digital core that enhances business agility, improves the resilience of systems, and allows for a higher scale of operations. TCS will implement a modern, AI-powered technology estate that will unify the airline's technology assets and deploy an advanced Technology Command Centre. This will serve as the nerve centre for transforming Virgin Atlantic's technology operations. Virgin Atlantic's Technology Command Centre, co-developed with TCS, will provide real-time operational insights to enhance decision making, streamline technology operations and empower front-line staff with up-to-date, contextual data. This will support the elevation of both customer and crew experiences, enabling efficient, smarter and more sustainable journeys, and a superior hyper-personalised customer experience across every touchpoint of airline travel. Oli Byers, Chief Financial Officer, Virgin Atlantic, said: "We exist to make our customers smile, it's that simple. As we look ahead to this next phase of our digital transformation, technology will enable us to deliver smarter, simpler, and more memorable experiences. TCS has been a partner for more than two decades, and together we'll continue to build towards our vision of becoming the most loved travel company, powered by AI technology to modernise our systems, drive efficiency and deliver for our customers." With deep aviation expertise and contextual knowledge, TCS will utilise its proprietary solutions, such as TCS Cognix and TCS AI WisdomNext, to accelerate transformation, enable experience-centric services, and enhance service delivery. TCS's bouquet of technology solutions will support Virgin Atlantic in building a resilient and sustainable digital core, enabling the airline to innovate continuously while delivering value across revenue, efficiency, and customer experience metrics, and become sustainably profitable. These solutions will be delivered through a dedicated onsite team of TCS associates equipped with a deep contextual knowledge of Virgin Atlantic's environment. Amit Kapur, Country Head - UK & Ireland, Tata Consultancy Services, said, "At TCS, we believe being perpetually adaptive is a necessity in today's dynamic business landscape. Our two-decade partnership with Virgin Atlantic is a testament to a shared vision. By combining our deep aviation expertise with advanced capabilities in data, AI, and engineering, we're helping Virgin Atlantic build intelligent, scalable digital ecosystems and redefine the future of travel." TCS has been a transformation partner to Virgin Atlantic, which ferried over 5 million passengers worldwide in 2024 and connects over 30 destinations globally. For over two decades, TCS has been instrumental in driving innovation and agility across mission-critical programs for the airline, spanning crew, cargo, engineering and enterprise platforms. Building on this strong legacy, this extended partnership marks a new chapter in collaboration, laying the foundation for a future-ready airline that will continue to set new benchmarks for the airline industry. With three decades of leadership in aviation, TCS partners with the world's leading airlines, offering consulting-led innovation,a cognitive-powered portfolio of business, and technology and engineerin...

The Evan Bray Show
The Evan Bray Show - Clae Hack - June 10th, 2025

The Evan Bray Show

Play Episode Listen Later Jun 10, 2025 14:23


The City of Saskatoon is giving residents a peek at what the next few years could look like for their wallets and city services. Its budget forecast has been released! To break down what this means for taxpayers in the city, Clae Hack, Chief Financial Officer for the City of Saskatoon, joins Evan to explain how the budget forecast works and what it means.

My Duvet Flip by Jack Parsons
Martin Björnberg, CFO at Handelsbanken UK: What Tennis Taught a Top Banking Exec About Leadership

My Duvet Flip by Jack Parsons

Play Episode Listen Later Jun 10, 2025 52:16


Episode Guest:Martin Björnberg is the Chief Financial Officer of Handelsbanken UK, where he brings decades of experience in financial strategy, leadership, and operational excellence. His career spans multiple disciplines, including HR and frontline banking, rooted in a passion for ownership and resilience.Episode Timestamps:0:00 Introduction0:52 Martin's Career Journey to CFO1:59 Lessons from Martin's First Job3:02 Theory vs Practice in the Workplace4:18 How to Add Value in Your First 90 Days5:40 The Power of Taking Ownership6:47 What Tennis Taught Martin About Resilience8:12 Resilience and Setbacks in Work and Life9:47 Creating a Positive Work Culture11:00 Bringing Your Full Self to Work12:16 Awareness, Common Sense & Social Dynamics13:07 Why Being in the Office Still Matters14:31 Developing Communication Skills Over Time16:00 Stepping Outside Your Comfort Zone17:45 Speaking Up as an Introvert19:04 Military Discipline & Decision-Making21:00 How to Bounce Back from a Bad Decision24:07 Rethinking Time & Career Expectations26:54 Why Martin Believes in Long-Term Roles29:09 The Power of Influence and Role Models30:22 What a CFO Actually Does32:07 Which CFO Tasks Excite Martin Most33:35 Career Paths That Can Lead to CFO35:30 Financial Steering & Local Decision-Making37:16 Transferring Skills Across Industries39:34 Why Financial Skills Are Always in Demand42:24 Inside Handelsbanken UK's Culture44:03 What Engagement Looks Like in Practice45:33 If Martin Started His Career Again…47:10 Martin's Core Life Lesson51:07 What Gets Martin Out of Bed — His Duvet FlipEpisode Partners✈️ easyJetExplore exciting career opportunities at easyJet, one of Europe's leading airlines. Whether you're passionate about aviation, customer service, engineering, or corporate roles, easyJet offers a dynamic work environment focused on innovation and growth.https://bit.ly/3yCRlNS

Motor Torque
Nissan to cut plants and slash jobs as it struggles with poor financial results

Motor Torque

Play Episode Listen Later Jun 8, 2025 1:01


Nissan Motor Corporation is making huge changes as it struggles withdisappointing financial results, slashing 11,000 jobs and closing sevenproduction facilities. New CEO Ivan Espinosa says he wants to make totalcost savings of around 500 million yen or $5.39 billion Australian dollars.Nissan has been hit by slow sales in China and the U.S., has ended talks ofa merger with Honda and replaced its Chief Executive. Sales of 3.3 millionvehicles last year were down 42 per cent compared to 2017, the companybelieved to be looking at closing production plants in South Africa, Indiaand Argentina and reducing the number of its factories in Mexico. Thecompany’s Chief Financial Officer said he has estimated the company’soperating loss in the first quarter of the current financial year at around$2.16 billion Australian dollars. I’m David BerthonSee omnystudio.com/listener for privacy information.

The Politics Hour with Kojo Nnamdi
D.C. Mayor Muriel Bowser breaks down her proposed $22 billion budget

The Politics Hour with Kojo Nnamdi

Play Episode Listen Later Jun 6, 2025 49:27


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
Clean energy finance in uncertain times – live from the ACORE Finance Forum in New York

The Energy Gang

Play Episode Listen Later Jun 5, 2025 59:00


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.

The Platform Journey
31. Andrew Casey, Amplitude

The Platform Journey

Play Episode Listen Later Jun 5, 2025 39:21


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

My Duvet Flip by Jack Parsons
Group CFO at Schroders: From South African Diamond Mine to Boss managing £778 Billion

My Duvet Flip by Jack Parsons

Play Episode Listen Later Jun 5, 2025 39:22


Episode Guest:Meagen Burnett is the Chief Financial Officer of Schroders plc, appointed in January 2025 after joining the firm as Chief Operating Officer in 2023. With over 25 years in financial services—including senior roles at M&G plc, JPMorgan, Goldman Sachs, and KPMG—she now oversees Schroders' finance, operations, technology, and corporate services functions.Episode Timestamps0:00 Introduction0:46 Meet Meagen Burnett, CFO of Schroders1:11 Meagen's first job in a South African mine2:59 Career advice to her younger self3:43 How Meagen decides when to say no5:36 Turning down mining for financial services6:05 Walking through unknown doors at KPMG7:05 Building curiosity in your career9:40 The line between curiosity and intrusion11:24 Embracing feedback and managing fear13:18 The power of pausing before reacting14:42 Career doubt and managing tough times16:45 Is the grass really greener?17:43 A missed startup opportunity18:44 Meagen's simple money tip to her 18-year-old self20:05 Mental health in the workplace21:48 Encouraging open conversations at work24:37 Creating safe spaces and work communities26:20 What Schroders does and Meagen's CFO role27:43 How Schroders manages people's money30:00 Money tips for young people and beginners32:31 Responsibilities of a Group CFO33:47 Schroders' global impact and client trust34:53 Meagen's favourite part of her job35:03 What makes a great CFO today36:13 From Kimberly to the FTSE 10037:00 Meagen's life lesson: never give up38:22 Meagen's duvet flip: running, learning, peopleEpisode Partners✈️ easyJetExplore exciting career opportunities at easyJet, one of Europe's leading airlines. Whether you're passionate about aviation, customer service, engineering, or corporate roles, easyJet offers a dynamic work environment focused on innovation and growth.https://bit.ly/3yCRlNS

Building Great Leaders
Episode 112: Why Principles Matter

Building Great Leaders

Play Episode Listen Later Jun 3, 2025 29:15


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.   

The World According to Boyar
Inside IAC: Chris Halpin on Unlocking Value in Turo, Dotdash Meredith, and the Future of Digital Media

The World According to Boyar

Play Episode Listen Later Jun 3, 2025 46:25 Transcription Available


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

Legally Speaking Podcast - Powered by Kissoon Carr
Inside Clio: CFO Curt Sigfstead on Success, Series F Milestone and Staying Customer-Centric - S9E13

Legally Speaking Podcast - Powered by Kissoon Carr

Play Episode Listen Later Jun 2, 2025 52:58


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/

Legally Speaking Podcast - Powered by Kissoon Carr
Legally On The Move: Strategy, Scaling, Sunshine and Success from Ibiza - Tom Blandford - E4

Legally Speaking Podcast - Powered by Kissoon Carr

Play Episode Listen Later May 31, 2025 10:30


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

The Matt Balaker Podcast
Jim Carroll on Volatility and Resiliency in Business

The Matt Balaker Podcast

Play Episode Listen Later May 29, 2025 42:10


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.

IBJ‘s The Freedom Forum with Angela B. Freeman
Kaye Vitug, Senior Vice President and Chief Financial Officer at Roche Diagnostics

IBJ‘s The Freedom Forum with Angela B. Freeman

Play Episode Listen Later May 28, 2025 80:56


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

Cleveland's CEOs You Should Know
A conversation with the leadership team at Brunswick Companies

Cleveland's CEOs You Should Know

Play Episode Listen Later May 28, 2025 14:13 Transcription Available


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

Cleveland's CEOs You Should Know
Grace Gallucci, CEO Northeast Ohio Areawide Coordinating Agency

Cleveland's CEOs You Should Know

Play Episode Listen Later May 28, 2025 10:42 Transcription Available


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

Trends Podcast
Z 7 op 7 - Onze banken staan er goed voor en de 10 factoren die groei veroorzaken in een bedrijf

Trends Podcast

Play Episode Listen Later May 22, 2025 16:04


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

On the Balance Sheet™
"Perfect Time To IPO" with JP Lapointe - Needham Bank (MA)

On the Balance Sheet™

Play Episode Listen Later May 20, 2025 34:34


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

It's Baton Rouge: Out to Lunch
Studyville Tigers

It's Baton Rouge: Out to Lunch

Play Episode Listen Later May 17, 2025 30:50


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

The Object of History
From Fatal Fashions to Securing Sanctuaries

The Object of History

Play Episode Listen Later May 15, 2025 32:08


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

FP&A Tomorrow
The Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia Kamon

FP&A Tomorrow

Play Episode Listen Later May 15, 2025 52:30


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

Win At Home First
How to help others feel they belong and matter with Randy Blount, CEO of BuildWitt

Win At Home First

Play Episode Listen Later May 14, 2025 49:19


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

Business Innovators Radio
The Inspired Impact Podcast with Judy Carlson-Interview with Dr. Linda Kimberling, Owner, Log Cabin Quilt'N Sew

Business Innovators Radio

Play Episode Listen Later May 13, 2025 37:24


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

The Brand Called You
Revolutionizing Rural India's Dairy Sector | Divyanshu Tambe, Co Founder & CFO, MeraPashu360

The Brand Called You

Play Episode Listen Later May 9, 2025 25:51


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

Tearsheet Podcast: The Business of Finance
Will PayPal's cash flow tools make capital access easier for SMBs? ft. Michelle Gill

Tearsheet Podcast: The Business of Finance

Play Episode Listen Later May 7, 2025 24:46


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

Becker’s Healthcare Podcast
Nick Olson, EVP, Chief Financial Officer at Sanford Health

Becker’s Healthcare Podcast

Play Episode Listen Later May 6, 2025 10:41


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

Gwinnett Daily Post Podcast
GGC's patient navigation program one of only a handful in the countr

Gwinnett Daily Post Podcast

Play Episode Listen Later May 3, 2025 12:45


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

McCombs Made
Episode 18: Alana Williams

McCombs Made

Play Episode Listen Later May 1, 2025 42:39


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

School Business Insider
Righting the Ship: Navigating Financial Challenges in Special Education

School Business Insider

Play Episode Listen Later Apr 29, 2025 42:05


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

CEO Spotlight
We're in the chips! T.I. is back in a big way

CEO Spotlight

Play Episode Listen Later Apr 25, 2025 7:53


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

Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance
174: Catastrophe bonds - Finding market balance, for sponsors & investors - Artemis ILS NYC 2025 panel 3

Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance

Play Episode Listen Later Apr 23, 2025 61:34


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

ForbesBooks Radio
A Daughter of Georgia: Tamar Gakharia on Courage, Leadership, and Legacy

ForbesBooks Radio

Play Episode Listen Later Apr 23, 2025 26:41


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

Business Of Biotech
How To Be A CFO With Insmed's Sara Bonstein

Business Of Biotech

Play Episode Listen Later Apr 14, 2025 44:20 Transcription Available


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

Generous Business Owner
Dr. Bill Hall: The Lost Art of Listening

Generous Business Owner

Play Episode Listen Later Mar 25, 2025 41:21


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

My Business On Purpose
Take Control of Your Cash: A Simple Strategy for Contractor Financial Health

My Business On Purpose

Play Episode Listen Later Mar 24, 2025 4:05


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

Smart Money Circle
When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR. $VRAR CEO

Smart Money Circle

Play Episode Listen Later Mar 24, 2025 15:56


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

The Seacoast Podcast: Things You Won't Hear On Sunday
141 - Tithing: Theology and Stories

The Seacoast Podcast: Things You Won't Hear On Sunday

Play Episode Listen Later Mar 18, 2025 72:32


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

Well Versed World Podcast
An Update on Tina Peters w/ Tamara Seymour Favorito – 3.9.2025

Well Versed World Podcast

Play Episode Listen Later Mar 17, 2025 17:55


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

Becker’s Healthcare Podcast
Alice Pope, CPA, MBA, and Chief Financial Officer at Novant Health

Becker’s Healthcare Podcast

Play Episode Listen Later Mar 11, 2025 14:41


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

Second in Command: The Chief Behind the Chief
Ep. 446 - Team8 COO & CFO, Roy Heldshtein

Second in Command: The Chief Behind the Chief

Play Episode Listen Later Feb 4, 2025 48:19


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