Podcasts about corporate controller

For the first time in history, Texas is home to three female presidents leading Healthcare Financial Management Association (HFMA) chapters, alongside the organization's first female CEO, Ann Jordan. This unprecedented moment is more than symbolic; it highlights a shift toward inclusivity, collaboration, and innovation in healthcare financial management. With Texas chapters spanning diverse regions and communities, these leaders are driving initiatives to energize the next generation, foster meaningful service, and expand HFMA's reach across the state. How are these trailblazing women redefining leadership in healthcare finance, and what does their work mean for the future of healthcare communities?On Highway to Health, host David Kemp sits down with the women in question, namely Rachel Pugliano, Jamie Hill-Walters, and Anna Stevens, to celebrate this historic moment and discuss their vision for HFMA's future.Key Takeaways from the Episode:Inclusive Engagement: Rachel Pugliano emphasizes bridging gaps across South Texas' vast geography, ensuring all members—new and seasoned—feel connected and valued.Empowering the Next Generation: Jamie Hill-Walters highlights initiatives like hands-on volunteer work, education, and certifications to attract and support emerging leaders in healthcare finance.Community in Action: Anna Stevens shares how the Gulf Coast chapter is moving beyond financial support to hands-on service, deepening ties with local organizations.About the Guests:Rachel Pugliano: Rachel Pugliano, Director at Eide Bailly, is a healthcare executive with over 20 years of experience in revenue cycle optimization and process improvement. Leveraging her clinical background, she delivers sustainable solutions and trains teams across all levels of healthcare operations. As President of HFMA's South Texas chapter, Rachel drives initiatives to enhance member engagement and inclusivity.Jamie Hill-Walters, CRCR: Jamie Hill-Walters, CRCR, is a healthcare revenue leader with over 20 years of experience driving financial growth, client engagement, and revenue cycle optimization for major U.S. healthcare systems. Currently Chief Customer Officer at Janus Health, she specializes in implementing strategies that enhance financial outcomes, process efficiency, and client relationships. As President of HFMA's Texas Lone Star Chapter, Jamie champions education, leadership development, and community engagement to advance healthcare financial management.Anna Stevens, CPA, FHFMA: Anna Stevens, CPA, FHFMA, is Partner-in-Charge of Healthcare at Weaver, where she provides assurance, compliance, and financial analysis services to healthcare organizations, including hospitals, clinics, and post-acute care facilities. A Fellow of HFMA and President of the Gulf Coast Chapter, Anna champions initiatives to strengthen healthcare financial management and foster community engagement. With experience as a Corporate Controller for a post-acute healthcare system, she has successfully managed operating budgets, financial reporting, and departmental performance, leveraging over a decade of expertise to drive operational excellence.

By all accounts, when Moran Shemesh joined Mobileye in 2016 as Corporate Controller, the drama of its IPO was behind it. The Israeli autonomous vehicle technology company had gone public two years earlier, and Shemesh saw the opportunity to grow within an innovative tech company. “I was stepping into a fast-growing organization, that was already publicly traded,” she says, “and I understood the responsibility of being a Corporate Controller in a public company that was still in its growth stages.”For Shemesh, this role was a chance to hone her understanding of what it meant to oversee finance operations in a public company. She recalls, “The finance team was very lean at the time, so I had to wear many hats, which gave me broad exposure to financial reporting and controls.”However, the calm period soon gave way to a dramatic change. In 2017, Intel acquired Mobileye for $15.3 billion, taking it private. “The acquisition was not just a delisting process,” Shemesh explains. “It also meant adapting to working with a new shareholder that owned 100% of the company, which brought its own set of challenges.”The experience of transitioning from a public to a private company broadened her perspective. “It was a crash course in managing financial complexity during a major shift in ownership structure,” she says, “and it prepared me for later challenges, including leading Mobileye through its next stage.”When Intel spun Mobileye back into the public market in 2022, Shemesh was deeply involved. “The spinout required carving out the company from Intel and ensuring we had the systems and processes in place to support a standalone public entity,” she recalls.

Filmed at Vena's Excelerate Finance 2024 Summit, this episode features insights from FP&A and accounting leaders about the demands and rewards of their work. Join us as we dive into the importance of cross-functional collaboration, the art of balancing strategic vision with daily tasks, and the leadership skills that make a difference. Discover how teamwork and a purpose-driven mindset are shaping the future of finance.Featured Guests in Order of Appearance:[00:00], [01:03] Blake Dunaway, Director of Financial Planning and Analysis, Corcentric[00:46] Eugene Fedorinov, MBA, CFA,Sr. Manager, Finance Database & Budget Analysis, Arizona Cardinals [02:43] Pat Jones, SVP, Corporate Controller, PetIQ[04:15] Sultan Akif, Unicorn Account Executive,  Microsoft[06:02] Harjot Ghai, Co-Founder and Chief Operating Officer, Delbridge Solutions, Inc.[06:48] Christine Harms, Vice President and Controller, The Tuscon Roadrunners[07:26] Brian Krause, Chief Financial Officer, Community First Solutions[07:34] Jesse Funes, Senior Vice President, Financial Planning and Analysis, New Horizons[11:07] Dan Crumb, Chief Financial Officer, Kansas City Chiefs[13:04] Carrie Self, Senior Director of Business Intelligence, Tacala CompaniesDiscussed in This Episode:What finance leaders enjoy most about their jobs, from working with so many other teams to being at the center of every major business decision.How finance leaders feel they could be even more impactful with the help of their team and colleagues,What finance leaders wish other colleagues understood about their jobs, and what it takes to be successful.How FP&A roles have changed over time, and why it's so important to have a bridge between strategic and tactical work,

Filmed at Vena's Excelerate Finance 2024 Summit, this episode features insights from FP&A and accounting leaders about the demands and rewards of their work. Join us as we dive into the importance of cross-functional collaboration, the art of balancing strategic vision with daily tasks, and the leadership skills that make a difference. Discover how teamwork and a purpose-driven mindset are shaping the future of finance.Featured Guests in Order of Appearance:[00:00], [01:03] Blake Dunaway, Director of Financial Planning and Analysis, Corcentric[00:46] Eugene Fedorinov, MBA, CFA,Sr. Manager, Finance Database & Budget Analysis, Arizona Cardinals [02:43] Pat Jones, SVP, Corporate Controller, PetIQ[04:15] Sultan Akif, Unicorn Account Executive,  Microsoft[06:02] Harjot Ghai, Co-Founder and Chief Operating Officer, Delbridge Solutions, Inc.[06:48] Christine Harms, Vice President and Controller, The Tuscon Roadrunners[07:26] Brian Krause, Chief Financial Officer, Community First Solutions[07:34] Jesse Funes, Senior Vice President, Financial Planning and Analysis, New Horizons[11:07] Dan Crumb, Chief Financial Officer, Kansas City Chiefs[13:04] Carrie Self, Senior Director of Business Intelligence, Tacala CompaniesDiscussed in This Episode:What finance leaders enjoy most about their jobs, from working with so many other teams to being at the center of every major business decision.How finance leaders feel they could be even more impactful with the help of their team and colleagues,What finance leaders wish other colleagues understood about their jobs, and what it takes to be successful.How FP&A roles have changed over time, and why it's so important to have a bridge between strategic and tactical work,

Filmed at Vena's Excelerate Finance 2024 Summit, we had the opportunity to engage with a range of FP&A leaders, discussing the current state of business operations and their financial priorities as they strategize for 2025 and beyond.Learn what's top of mind for CFOs, finance leaders and Microsoft, and how they plan to support business growth in the year ahead.Featured Guests in Order of Appearance:[00:00], [01:53] Dan Crumb, Chief Financial Officer, Kansas City Chiefs[00:48],  [11:40]  Harjot Ghai, Co-Founder and Chief Operating Officer, Delbridge Solutions, Inc.[03:05] Jesse Funes, Senior Vice President, Financial Planning and Analysis, New Horizons[03:53], [09:05] Eugene Fedorinov, MBA, CFA, Sr. Manager, Finance Database & Budget Analysis, Arizona Cardinals[04:13] Pat Jones, SVP, Corporate Controller, PetIQ[04:51] Sultan Akif, Unicorn Account Executive,  Microsoft[06:34] Carrie Self, Senior Director of Business Intelligence, Tacala Companies[07:26] Brian Krause, Chief Financial Officer, Community First SolutionsDiscussed In This Episode:The state of business operations at various organizations, including recent process improvements and investments, as well as ongoing challengesHow CFOs plan to adapt their financial strategies in the second half of the year to navigate potential economic shifts or market volatilityStrategies CFOs and other finance leaders are implementing to enhance the efficiency and accuracy of financial reporting processes and prepare their organizations for growthWhere CFOs feel they need to make continued investments in the year ahead, including AI and other technologies

Filmed at Vena's Excelerate Finance 2024 Summit, we had the opportunity to engage with a range of FP&A leaders, discussing the current state of their business operations and their financial priorities as they strategize for 2025 and beyond.Learn what's top of mind for CFOs and finance leaders, and how they plan to support business growth in the year ahead.Featured Guests in Order of Appearance:[00:00], [01:53] Dan Crumb, Chief Financial Officer, Kansas City Chiefs[00:48],  [11:40]  Hargot Ghai, Co-Founder and Chief Operating Officer, Delbridge Solutions, Inc.[03:05] Jesse Funes, Senior Vice President, Financial Planning and Analysis, New Horizons[03:53], [09:05] Eugene Fedorinov, MBA, CFA, Sr. Manager, Finance Database & Budget Analysis, Arizona Cardinals[04:13] Pat Jones, SVP, Corporate Controller, PetIQ[04:51] Sultan Akif, Unicorn Account Executive,  Microsoft[06:34] Carrie Self, Senior Director of Business Intelligence, Tacala Companies[07:26] Brian Krause, Chief Financial Officer, Community First SolutionsDiscussed In This Episode:The state of business operations at various organizations, including recent process improvements and investments, as well as ongoing challengesHow CFOs plan to adapt their financial strategies in the second half of the year to navigate potential economic shifts or market volatilityStrategies CFOs and other finance leaders are implementing to enhance the efficiency and accuracy of financial reporting processes and prepare their organizations for growthWhere CFOs feel they need to make continued investments in the year ahead, including AI and other technologies

Today's Flash Back Friday episode is from #573 that originally aired on April 3, 2023. VP of finance at Open Door Capital, Sydney Barker. Prior to joining Open Door Capital, Sydney served as the Corporate Controller for a $250M IT company as well as a Senior Financial Analyst for a large public insurance company. Her experience includes various merger/acquisitions with private equity firms, ERP implementations, SEC reporting, and cash management and strategy. In addition to her corporate endeavors, Sydney has personal investments in both multifamily apartments and mobile home parks.   Quote: "Mobile home parks is an asset class where you can get really creative."   Highlights:   06:40: Getting creative with your MHP investments 08:00: Sydney's first MHP investment and how she's found value in the deal long-term 19:55: Managing utilities at your mobile home parks 22:50: Sydney's role at Open Door Capital 27:10: Lessons Sydney has learned from working with a fast-growing firm 31:10: Market-specific challenges Sydney has faced 37:50: Handling rent increases in MHP and apartment properties   Guest Website: https://odcfund.com/   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!   If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.    Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.    Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

  Curious about how one CEO transformed a modest franchise into an industry giant with 162 locations?  In this episode of the Legacy podcast Paul chats with Kim Gubera, the powerhouse CEO of Pirtek USA. She shares her incredible journey from corporate controller to leading an empire specializing in mobile hydraulic and industrial hose repair. Kim opens up about the strategic decisions and personal challenges she faced while transitioning from a financial role to overseeing all aspects of the business. Learn about the unique business model of Pirtek USA and how Kim's hands-on leadership style and commitment to addressing cultural issues contributed to their impressive growth across the US and Canada. Kim doesn't just stop at business insights; she dives into her personal philosophies about money and legacy, shaped by her experiences growing up in poverty. Discover how her frugal mindset and view of money as a tool, rather than a goal, have guided her career and leadership style. Kim also discusses the vital role of mentorship in her life and her unwavering commitment to honesty and advocacy for her employees and franchise owners. If you're looking for a heartfelt and informative conversation on leadership, growth, and the true meaning of success, this episode is a must-listen. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Kim Gubera's Transition from Corporate Controller to CEO 00:02:00 - Overview of Pirtek USA's Business Model and Services 00:03:25 - Growth of Pirtek USA to 162 Franchise Locations 00:04:15 - Kim's Leadership Style and Importance of Mentorship 00:05:30 - Cultural Challenges and Early Actions as CEO 00:07:10 - Personal Visits to Franchise Owners and Building Trust 00:09:00 - Success Stories of Franchise Owners 00:10:20 - Key Attributes of Successful Franchise Owners 00:11:40 - Training and Development for New Franchise Owners 00:13:05 - Maintaining Culture and Brand Standards Amidst Growth 00:14:30 - Delegating Financial Responsibilities to a Strong CFO 00:15:45 - Best Decision: Transitioning to Franchising 00:17:00 - Worst Decision: Staying in a Comfortable Role Too Long 00:18:15 - Kim's Evolving Beliefs About Money and Legacy 00:19:30 - Using Money as a Tool for Greater Impact 00:20:10 - Kim's Desired Legacy: Advocacy, Honesty, and Making a Difference 00:21:00 - Where to Follow Pirtek USA's Activities 00:21:45 - Closing Remarks and Final Thoughts from Kim Gubera Visit the website https://pirtekusafranchise.com/ to learn more about Pirtek and what they do. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. If you enjoyed this episode please leave a rating and review.  For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.  

Have you ever wondered how the evolving role of finance is being transformed by AI and new technology? In this episode of Tech Talks Daily, I sit down with Pam McIntyre, Senior Vice President and Corporate Controller at OneStream Software, to explore how AI tools are reshaping finance roles and tackling the industry's talent shortage. We'll discuss the current challenges facing finance professionals and the shortage of candidates with the right skills. Pam shares her perspective on how AI is automating routine tasks, empowering finance teams to focus on strategic decision-making and become true partners in business growth. She reveals how OneStream's platform provides real-time insights, allowing finance leaders to look around corners and deliver trusted data and insights that support forward-looking decisions. Pam draws on her wealth of experience in senior finance leadership to highlight how AI is changing the profession, not just by automating tasks, but by shifting finance from being mere record-keepers to strategic advisors. Learn how companies can leverage these tools to attract emerging talent, retain tenured employees, and equip finance professionals with the analytics and skepticism skills necessary for success. Join us as we delve into how technology is changing the role of finance, the CFO, and the challenges and opportunities that lie ahead. How will AI impact finance as it continues to evolve? Listen in, and then share your thoughts!

In this episode of Controllers Classified, host Erik Zhou is joined by Katie Slattery, VP of Accounting and Corporate Controller at Fivetran. The conversation begins with Katie's start in Ireland at KPMG Dublin as an auditor, and traces her path from auditor to accountant. Fun fact: Katie has been the first controller/accounting hire at several high growth companies! The conversation then pivots to Katie's current priorities at Fivetran and how she translates company-wide KPIs into team specific goals around reliable data and control efficiencies. Katie also spends some time talking about how to build a high-performing team, how to make sure an accounting team is structured to deliver on the needs of the business, and how to foster effective communication with teams and leaders outside of accounting. Given Katie's extensive background in high growth companies, the conversation pivots to the IPO landscape, and how teams should be thinking about IPO readiness amidst the uncertainty. Katie notes that you have to be able to balance day-to-day activities with activities that prepare for the future, because you don't want accounting to be the blocker when a company is ready to go public. Finally, the conversation ends with a discussion on the challenges and opportunities that come with being a global company. Katie spends time on Fivetran's global operations and some of the decisions they have had to make as an accounting team as they navigate a complex tax landscape.

After working with global companies, Nick Gerostathos got into the venture capital and private equity game, helping companies on the road to going public. Today he's the Chief Accounting Officer and Corporate Controller at Talkdesk. Catherine Tsai and Josh Gertsch ask him about challenges facing private companies.

Exceptional Customer ExperienceDelivering exceptional customer experience in an age of instant gratification, where every encounter can be recorded with a cell phone, and where it can be instantly posted to social media can feel daunting, despite your best intentions.What's the best way to manage that process? Today's guest, SCORE mentor extraordinaire, Mr. Carl Baumann has some strategies for you.What You'll Discover About Exceptional Customer Experience:* What factors separate the exceptional customer experience from the rest* Seven factors to focus on to deliver an exceptional customer experience* Why even small businesses are compared to Amazon* How an exceptional customer experience is correlated to employee satisfaction* And much MORE.Guest: Carl Baumann Carl Baumann is a certified business mentor with SCORE specializing in counseling in business planning, strategic planning, general management and management finance & accounting. Carl has an impressive track record in helping clients successfully launch their businesses and create hundreds of new jobs in the local community in the process. Carl teaches business planning courses and seminars for SCORE at various continuing education venues in the Chapel Hill, NC area and his practical, down-to-earth teaching style has made him a popular mentor.Carl's work with SCORE is the culmination of a 34 year career, some of it in commercial banking with First Citizens Bank and most of it with the Miller Brewing Company in numerous financial positions including Brewery Controller, Corporate Controller and Group Director – Sales & Marketing Finance. Carl earned a bachelor's degree in Business Administration from UNC Chapel Hill and an Executive MBA from the Peter F. Drucker Graduate School of Management, Claremont Graduate University, Claremont, CA.Related Resources:If you liked this interview, you might also enjoy our other Customer Satisfaction episodes.Contact Carl and connect with him on LinkedIn, and Twitter.Carl has also generously provided the following list of suggested resources on customer experience and satisfaction:The Cult of the Customer by Shep Hyken

With Linda Lingo, a financial life coach and Certified Public Accountant, is an authority on women building wealth. Boasting a successful 35-year career in corporate America and a decade as a Financial Advisor, Linda brings practical experience, radical knowledge, and a profound understanding of the most effective ways to manage money for the modern-day woman.Women work with Linda to discover the secrets of mastering their finances, cultivating wealth, and leaving a more significant impact on the world. Linda's mission is to equip women with intelligent strategies for a successful, stress-free approach to money. Through a blend of inspiration and education, Linda navigates women toward clarity and confidence in their finances, enabling them to live the life they desire.Armed with an MBA in Finance, Linda has served as a Corporate Controller in a Fortune 500 company and as a CPA with Ernst & Young CPAs. Her commitment lies in empowering women through education to attain financial freedom, marking a transformative journey towards a more prosperous and empowered future.Join our conversation as Linda Lingo empowers women in building wealth through savvy financial strategies, encompassing financial planning, insurance, and effective money management. Linda addresses the unique challenges in women's financial planning, discussing gender roles' impact on retirement planning. She advocates prioritizing saving, automating bill payments, and forming a supportive team for entrepreneurial endeavors. Tune in for insights on retirement accounts and tax savings tailored especially for women entrepreneurs.To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.

In the episode, Wassia talks about her work with H.O.P.E - Helping Other People be Empowered: you can find the link here. This is an amazing organization doing work that matters and changing lives for the better.  Embark on a transformative journey through the dynamic world of finance with Wassia Kamon, Vice President of Finance and Corporate Controller from the Low Income Investment Fund, as she unpacks the essence of value beyond the numbers. Wassia telling her story coming from the Ivory Coast to become a senior finance leader is so inspirational. She not only underscores the significance of soft skills but also the power of a professional narrative in career progression. This episode is a treasure trove for middle managers looking to show their value so they can rise in their organizations, offering insights on how to strategically navigate the intricate path to senior positions.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. 

As women over the age of 40, our bodies are naturally, gradually aging and changing as are our hormones. This week on the BFF podcast, we welcome guest Lara Frendjian. Lara is a Registered Holistic Nutritionist specializing in helping women over forty regain their energy, body confidence, and health. As a former Corporate Controller and CPA and a mother of two teenage daughters, she understands how defeating it is to feel like you're losing your vitality as you age.  Listen in as she discusses the importance of understanding the role of hormones, especially cortisol/stress, and their implications on our bodies.    Website: www.nutritionherway.com Social Media: https://www.instagram.com/nutritionherway/ https://www.facebook.com/nutritionherway The Triple M Method https://www.nutritionherway.com/3M Check out our website at https://burnfatandfeast.com to find out more about how you can ignite your life and live fully.  GRAB ONE OF OUR FREEBIES: Week of Meals (with grocery list and recipes) Ultimate Guide to Intermittent Fasting For Women 5 Days to Burning Fat and Increasing Energy Training Fat Burning Guide Metabolism and Hormone Checklist Fast Food Guide Free LIVE workout FEAST your way FIT training Connect with us on your favorite social media platform: Instagram: www.instagram.com/burnfatandfeast Facebook: www.facebook.com/burnfatandfeast TikTok: @burnfatandfeast LinkedIn: https://www.linkedin.com/company/burn-fat-and-feast/ Join our FREE Facebook community to be surrounded by other women on a mission to live their best lives.  Rate, Review and Follow on Apple Podcasts If you love this show, please consider rating and reviewing the show! This helps us support more people just like you, move toward the life they desire and deserve. Click here, scroll to the bottom, tap to rate with five stars and select “Write a Review”. Then be sure to let us know what you loved most about the episode.  Also, if you haven't done so, follow the podcast. We add episodes every week to the feed and if you're not following, there's a good chance you'll miss out. Follow now!

CPA Matt Chiappetta shares Year-End Tax Considerations for Small Business Owners (starting at 10:00). Show notes page: https://www.thehowofbusiness.com/501-matt-chiappetta-tax-considerations/ Matt is Henry's CPA, and he is excited to have him on the podcast to share his tips and advice on year-end tax planning for small business owners. He also shares his entrepreneur journey and why he decided to open his own business. Matt is the CPA for Solopreneurs and small business owners. Matt Chiappetta helps optimize the financial lives of Solopreneurs by focusing on personal and business tax planning, and all the other little details that encompass their financial life. In his past life, Matt was the CFO of a Registered Investment Advisory firm, and Corporate Controller for a manufacturing business where he assisted with a healthy 8-figure exit for the owners. Henry Lopez is the host of The How of Business podcast – helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com  

Learn about intelligent automation in finance and how AI and ML can improve modern financial processes. The discussion was recorded live at Workday Rising in San Francisco, between analyst Michael Krigsman and John Hugo, VP of Financial Products & Go To Market at Workday. Important highlights from the conversation include:► *Digital Transformation in Financial Processes:* Insights into how digital transformation is reshaping financial processes, helping companies navigate economic changes and evolving business models.► *Intelligent Automation and Operational Efficiency:* Examination of the impact of intelligent process automation and AI on cost management, staffing, and compliance in finance.► *Adoption of AI Process Automation:* Discussion of the cultural shift towards data-driven decision-making, emphasizing the role of automation tools in leveraging real-time data and predictive analytics.*Read the complete transcript:* https://www.cxotalk.com/episode/intelligent-automation-in-finance-with-workday*John Hugo* joined Workday, Inc. as Vice President, Financials Products and Go To Market in 2015. Prior to Workday, John was Senior Vice President & Corporate Controller, and Principal Accounting Officer, at Life Time Fitness, Inc., a Minneapolis, Minnesota based Healthy Way of Life company. Prior to Life Time Fitness, John held accounting and financial leadership roles with CompleTel Europe, N.V. (Paris, France), Jones Intercable, Inc. (Denver, Colorado), and started his career at Arthur Andersen LLP (Denver, Colorado).*Michael Krigsman* is an industry analyst and publisher of CXOTalk. For three decades, he has advised enterprise technology companies on market messaging and positioning strategy. He has written over 1,000 blogs on leadership and digital transformation and created almost 1,000 video interviews with the world's top business leaders on these topics. His work has been referenced in the media over 1,000 times and in over 50 books. He has presented and moderated panels at numerous industry events around the world.#intelligentautomation #workdayfinancetraining #enterpriseai #financialmanagement #cxotalk

Being organized and efficient with your law firm's finances gives you peace of mind and increases your profits. Host Phil Brown talks with Jayden Doyé and Alex MacGillivray about strategies lawyers can tailor to the financial needs of their law firms. They discuss budgeting, tracking income and expenses, billing software, working with an accountant, and much more.  T. Jayden Doyé is president of Prestige Accounting Solutions LLC. Alex MacGillivray is the Vice President, Corporate Controller at Clio.

Being organized and efficient with your law firm's finances gives you peace of mind and increases your profits. Host Phil Brown talks with Jayden Doyé and Alex MacGillivray about strategies lawyers can tailor to the financial needs of their law firms. They discuss budgeting, tracking income and expenses, billing software, working with an accountant, and much more.  T. Jayden Doyé is president of Prestige Accounting Solutions LLC. Alex MacGillivray is the Vice President, Corporate Controller at Clio.

Come and listen while Host Christina Spoletini interviews women who are helping others rediscover themselves and build confidence. #DivasThatCare  Linda Lingo is an authority on women building wealth. Her successful 35 year career in corporate America and her 10 years as a Financial Advisor have given her practical experience, radical knowledge and a deep understanding of the best ways to manage money for the modern day woman. Women work with Linda to discover how to become a master at their finances, build their wealth and make an even bigger impact in the world. Linda's mission is to empower women with smart strategies for a successful, stress-free approach to money. Through inspiration and education, Linda guides women into clarity and confidence in their finances so they can live the life they desire.  Linda has her MBA in Finance and has served as a Corporate Controller in a Fortune 500 company and CPA with Ernst & Young CPAs. https://www.facebook.com/lindalingofinancialcoach/ instagram.com/moneymamamentor linkedin.com/in/lindalingo https://www.youtube.com/channel/UCZlqhRTVcGwmiSyQqbb09jg www.lindalingo.com/retirement-masterclass/

Linda has gone from surviving to thriving after a 40 year marriage that ended in divorce. She went from planning her retirement as a couple, to running for her life, sleeping on friend's sofas to stay safe and planning her financial future as a single woman. This traumatic experience shed light on a lack of education that women are given around finances and surviving a divorce. She knew that other women were going through this too and vowed to support and empower them to become confident money planners and managers. Linda's personal experience and business experience as a Financial Coach, CPA, retired Financial Advisor and Corporate Controller with an MBA in Finance, has given her the tools to help her clients apply proven techniques to plan for, go through and thrive after divorce/life transitions.

Business planning can feel like an intimidating process. If the very thought of writing one makes your eyes glaze over, fasten your seat belt as certified SCORE mentor Carl Baumann explains why crafting a business plan is a dynamic roadmap to more business success. What You'll Discover About Business Planning:How business planning leads to more achievement and success The essential elements of a solid business planWhere entrepreneurs often get stuck in business planning process and how to get unstuckThe amount of detail your need for business planningThe biggest mistake entrepreneurs make in business planningPLUS much more to increase your business planning successGuest: Carl BaumannCarl Baumann is a certified business mentor with SCORE specializing in counseling in business planning, strategic planning, general management and management finance & accounting. Carl has an impressive track record in helping clients successfully launch their businesses and create hundreds of new jobs in the local community in the process. Carl teaches business planning courses and seminars for SCORE at various continuing education venues in the Chapel Hill, NC area and his practical, down-to-earth teaching style has made him a popular mentor.Carl's work with SCORE is the culmination of a 34 year career, some of it in commercial banking with First Citizens Bank and most of it with the Miller Brewing Company in numerous financial positions including Brewery Controller, Corporate Controller and Group Director – Sales & Marketing Finance. Carl earned a bachelor's degree in Business Administration from UNC Chapel Hill and an Executive MBA from the Peter F. Drucker Graduate School of Management, Claremont Graduate University, Claremont, CA.Related Resources:If you liked this interview, you might also enjoy our other Entrepreneurship episodes.Contact Carl and connect with him on LinkedIn, and Twitter.Carl's suggested resources for effective business planning referenced during the interview:SBTDC Business Start-Up Resource GuideBuilding a Sustainable Business – A Guide to Developing a Business Plan for Farms and Rural Businesses developed by the Minnesota Institute for Sustainable Agriculture. Co-Published by The Sustainable Agriculture NetworkStrategic Thinking for Smaller Businesses and Divisions by William Lasher

Eliot Sherman has more than thirty years of financial management experience in several manufacturing and service companies, holding titles from Administrative Manager, Director of Human Resources, and from Division Controller to Corporate Controller to Chief Financial Officer. On this episode, Eliot shares stories and lessons from his time in the industry, providing a list of learnings for anyone in charge of people.

The Biggest Takeaways You Don't Want to Miss in Episode #138: Why you should pursue the CMA while still in college Why access to the IMA network is crucial to your career How to get promoted to Controller - fast. CMA vs CPA - Which one to choose? Not as obvious as you think. The one thing you need to focus on today to get promoted to Controller tomorrow. Why public speaking is a soft skill management accountants must polish. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

Our guest for this week's show is the VP of finance at Open Door Capital, Sydney Barker. Prior to joining Open Door Capital, Sydney served as the Corporate Controller for a $250M IT company as well as a Senior Financial Analyst for a large public insurance company. Her experience includes various merger/acquisitions with private equity firms, ERP implementations, SEC reporting, and cash management and strategy. In addition to her corporate endeavors, Sydney has personal investments in both multifamily apartments and mobile home parks.     Quote:  Mobile home parks is an asset class where you can get really creative.     Highlights:   06:40: Getting creative with your MHP investments 08:00: Sydney's first MHP investment and how she's found value in the deal long-term 19:55: Managing utilities at your mobile home parks 22:50: Sydney's role at Open Door Capital 27:10: Lessons Sydney has learned from working with a fast-growing firm 31:10: Market-specific challenges Sydney has faced 37:50: Handling rent increases in MHP and apartment properties   Guest Website: https://odcfund.com/   Recommended Resources:  Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Hello everyone! In this episode, I had the pleasure of speaking with Chris, a corporate controller at Revance with almost 15 years of experience in the accounting industry. We had a very insightful conversation about his personal journey into accounting, how techinology is changing the way accountants work, as well as general advice he has for those planning on entering the corporate world. This episode is a must-listen for aspiring accountants and business professionals looking to gain valuable insights from an experienced industry expert. I hope you enjoy! (Links to any mentioned content can be found on the link tree located on the podcast Instagram page)

This week David is interviewing Jim Douglas who is a Managing Partner at Fulcrum Equity based in Atlanta, Georgia. Fulcrum is a growth equity platform that focuses on software technology and healthcare services in undercapitalized markets. Jim has been actively investing for years and I am truly fortunate to have him on the show.Prior to joining Fulcrum, Jim was CEO of Vesdia, a pioneer in loyalty and card-linked marketing for financial services, airline, and hospitality companies, which merged with Cartera Commerce and sold to Raketun. Before Vesdia, he served as CEO for Atlanta-based Visionary Systems, Inc. (VSI), a provider of decision systems for credit providers and retailers that was sold to Trans Union. Prior to these roles, Jim served as the Executive Vice President of Corporate Development and Chief Financial Officer with CheckFree Corporation, the leading provider of electronic billing and payment services to financial institutions. He has also held the role of Vice President and Corporate Controller of Medaphis Corporation, a leading provider of medical billing and management software and services for physicians and hospitals. He began his career with KPMG in the Financial Services practice after graduating with a BBA in Accounting from Georgia State University.Jim is currently a board member of Kobiton, Dropoff, SureFire Local, Kevel, Digital Hands, Vertify, and GoPivot. He has also served on boards supporting the growth of successful Fulcrum exits in Fattmerchant, QASymphony, Prevalent, LogFire, ALS Resolvion, and outside of Fulcrum GroBanking, FactorTrust, and Paymentus. In the community, Jim sits on the boards of Venture Atlanta, ACG (Association for Corporate Growth), and UNICEF Southeast Region. What You Will Learn:Growth Equity StrategiesCapital Efficiency and ValuationDiversifying a Portfolio with Services and SoftwareInvesting Through Market Cycles

Our guest on this episode of Scale Your Small Business is Sean Orr. He's held a range of senior executive positions, including President, Corporate CFO, Operating CFO, and Corporate Controller roles at such notable com companies as PepsiCo, Frito Lay and Readers Digest. Today, he's an effective business advisor and coach who believes in making big lasting impacts by building businesses properly from the foundation up using a value-based approach and here to help us with some common operational challenges that we have as small business owners and how to resolve them. Here are the top takeaways from this episode: Never be reluctant to invest in yourself. The challenge for smaller startup businesses is to recognize when it is time to make the transition for more scalable processes and tech support. All businesses have common operational issues regardless of how big or small they are. To access the full video, show notes and resources from this episode, please visit https://scaleyoursmallbusiness.org/blog/.  If you have any comments or questions about the podcast, please connect with us using one of the options below: Website Link - https://www.jillianflodstrom.com Facebook Link -https://www.facebook.com/jillianflodstrom/ Instagram Link -https://www.instagram.com/jillianflodstrom/

On today's episode, Ben Murray, Founder of The SaaS CFO, is joined by Nick Gerostathos, SVP, Chief Accounting Officer and Corporate Controller at Talkdesk, to discuss Nick's career transitions and the lessons learned.For those seeking to move from one role or industry to another, Nick offers several important principles to keep in mind:- A CPA controller background is advantageous on the path to CFO.- Private business offers experience in building systems from scratch and public accounting offers experience in refining existing data.- Moving to a new industry is a great opportunity to learn new skills.- Organizational culture should be a primary consideration when transitioning roles.For Nick, a healthy amount of change can promote strong professional development.Talkdesk - https://www.talkdesk.com/The SaaS CFO - https://www.thesaascfo.com/?utm_source=LinkedIn&utm_medium=TheSaaSCFO&utm_campaign=ProfileLinkThis episode is brought to you by Stampli. The Most Powerful Way to Process & Pay Invoices. Stampli is the only Accounts Payable Automation software that centers communications on top of the invoice so that accounts payable collaborates better with approvers, vendors, and anyone involved with purchases to quickly resolve issues and questions, resulting in 5x faster approvals. Contact us to see why users love using Stampli and schedule a demo at Stampli.com.#businessfinance #financeinnovation

Lisa Laporte has worked as a Corporate Controller, CFO, Consultant, CEO, and Founder in a range of organizations, with a focus on startups, for over thirty years. Lisa has developed skills in growing companies, building successful and diverse teams, and establishing strong and profitable partnerships through company growth and income production during the course of her career. Lisa has always approached her professional roles with an eagerness to learn and a drive to become the most successful leader she can be.

Lisa Laporte has worked as a Corporate Controller, CFO, Consultant, CEO, and Founder in a range of organizations, with a focus on startups, for over thirty years. Lisa has developed skills in growing companies, building successful and diverse teams, and establishing strong and profitable partnerships through company growth and income production during the course of her career. Lisa has always approached her professional roles with an eagerness to learn and a drive to become the most successful leader she can be.

Meet Lisa Laporte, CEO of TWiT.tv. She is our guest LIVE on #ThisWeekWithSabir on Wednesday, Sept 14th, 3-4pm ET (12-1pm PT). About Lisa Laporte Lisa Laporte has worked as a Corporate Controller, CFO, Consultant, CEO, and Founder in a range of organizations, with a focus on startups, for over thirty years. Lisa has developed skills in growing companies, building successful and diverse teams, and establishing strong and profitable partnerships through company growth and income production during the course of her career. Lisa has always approached her professional roles with an eagerness to learn and a drive to become the most successful leader she can be. Lisa's desire to succeed drove her to improve her abilities and seek out new opportunities to broaden her professional experience. Laporte decided to start her own consulting firm in her 30s after deciding she wanted to be an entrepreneur. During this time, Lisa relied on referrals from her wide network, which she had built over the years, and hired her first employee within a year. Lisa soon found herself working with over 30 companies, handling a variety of C-level jobs for them. Lisa eventually decided that she wanted to pursue a different professional path, which led her to TWiT.tv. She started Artisanal Agency after working her way up to the position of CEO of TWiT.tv. Both companies are focused on new media; the first is a technology-based internet broadcasting company, while the second sells advertising to other networks and direct clients. Missed Any Previous This Week With Sabir Episodes, Check it out here: https://growthbysabir.com/liveshow Topics covered: leo laporte,twit,this week in tech,tech news,twit bits,twit.tv,techtv,podcast for tech news,tech tv,lisa laporte,podcast setup,content marketing,content creation,content marketing strategy,content creation strategy,content creation tools,podcasts,video podcast setup #ThisWeekWithSabir #Podcasting #Podcasters --- Support this podcast: https://anchor.fm/sabir-semerkant/support

Have you thought about how to use podcasting to grow sales?Lisa Laporte is a natural born entrepreneur and is CEO of TWiT.tv (This Week in Tech) and an expert is how to use podcasting to grow salesOn this episode of the Better Presentations More Sales podcast Lisa shares her thoughts and ideas around what is needed to be successful in sales as well as how podcasting and indeed other forms of profile media including video are increasingly useful in being part of the mix to help you generate more interest in your offerings and as a consequence help you generate more revenue.We had some great conversation around the sort of things that today's salespeople should be doing, in particular with how they see prospective customer in terms of the relationship. Lisa refers to her customers as partners and interacts with them as such.This Week in Tech is a podcast network featuring 15 podcasts which collectively enjoy millions downloadsTo anyone thinking of launching a podcast either individually or as a company Lisa's suggestion is to record 10 episodes in advance that are 5 to 15 minutes long so an audience can be built before potentially the podcast become a bit longer and potentially involve guests.Lisa also suggested that the first episode be called episode 0 and it simply be an introduction to who you are, what the podcast is going to be about and why listeners will benefit from it.Lisa has worked as a Corporate Controller, CFO, Consultant, CEO, and Founder in a range of organizations, with a focus on startups, for over thirty years. Lisa has developed skills in growing companies, building successful and diverse teams, and establishing strong and profitable partnerships through company growth and income production during the course of her career.This is episode 234 of the Better Presentations More Sales podcast -  the previous 233 episodes are available on your usual podcast app or you can listen and download them via this link. To find out how more about how I can help you deliver confident, impactful, memorable and action inducing presentations please follow this linkBefore you book any training or coaching with me it is important for you to be sure that I'm the right person for you or your team so let's have a 15-20 minute informal no obligation no fee chat on Zoom. Simply click on this link to make that happen.If you would like the chance to be sent by me a copy of my book : 12 Business Lessons from Running an UltraMarathon simply leave a review for the podcast, take a screenshot and email it to at podcast@trevorleemedia.co.uk - don't forget to include your name and postal address. If you've already left a review - thanks very much - simply screenshot the one you already left and send it to me. Thanks for listening. If you like the show please do leave a review via your podcast app. or comment on Linked In or share with others. Any / all of those actions would be much appreciated.

Finding process inefficiencies is exactly what Celonis a company co-headquartered in Munich does for its customers every day. So, when it comes to choosing the right technology to eradicate efficiency in the finance function, it's not surprising that the company is ahead of the game. On this episode of the Workday Podcast, Alex Caprio, SVP, and Corporate Controller at Celonis talks about some of the key trends around financial transformation.

In the latest episode of CFO 4.0, Hannah Munro talks to Mark Gandy, creator of the Financial Operating System and Host of the CFO Bookshelf podcast. A finance pioneer, Mark has worked in several finance positions during his career including Corporate Controller, VP of Finance, and CFO. Together Hannah and Mark talk about their shared interest in reading and discuss their book recommendations for finance this Summer. Also covered on this episode:Hannah & Mark's favourite genre of booksWhy people in finance should embrace their creative sideMark's top book recommendations for finance What books should CFOs be reading on their next beach holiday  What you can learn from narrative non-fiction booksLinks referenced in this episode:Mark Gandy's LinkedIn: https://www.linkedin.com/in/markagandy/ CFO Bookshelf: https://cfobookshelf.com/category/podcast/ Book mentioned in this episode:Barbarians at the gate - Bryan Burrough and John HelyarCrime & Punishment - Fyodor DostoevskyUncle Tom's Cabin - Harriet Beecher StoweDrive – Daniel H. PinkA whole new mind – Daniel H. PinkReversing the slide – James SheinEndurance – Brian SandersThe great game of business - Bo Burlingham and Jack StackThe effective executive - Peter DruckerCEO: Building a $400 Million Company from the Ground Up – Sandra Kurtzig Open – Andre AgassiThe Wisdom of Finance - Mihir A. DesaiThe secret life of groceries - Benjamin LorrBoys in the boat - Benjamin LorrThe Warehouse – Rob HartGhost in the wires – Kevin MitnickWhy – Simon Sinek Atomic Habits – James ClearNudge – Richard ThalerOne minute manager - Ken Blanchard and Spencer JohnsonNoise – Cass R. Sunstein, Daniel Kahneman, and Olivier SibonyDeep work – Cal NewportSo good they can't ignore you – Cal NewportAll change – the project leaders secret handbook - Eddie ObengThe living leader – Penny Ferguson 

Lisa Laporte has worked as a Corporate Controller, CFO, Consultant, CEO, and Founder in a range of organizations, with a focus on startups, for over thirty years. Lisa has developed skills in growing companies, building successful and diverse teams, and establishing strong and profitable partnerships through company growth and income production during the course of her career. Lisa has always approached her professional roles with an eagerness to learn and a drive to become the most successful leader she can be. Lisa's desire to succeed drove her to improve her abilities and seek out new opportunities to broaden her professional experience. Laporte decided to start her own consulting firm in her 30s after deciding she wanted to be an entrepreneur. During this time, Lisa relied on referrals from her wide network, which she had built over the years, and hired her first employee within a year. Lisa soon found herself working with over 30 companies, handling a variety of C-level jobs for them. Lisa eventually decided that she wanted to pursue a different professional path, which led her to TWiT.tv.  Visit http://twit.tv/advertise. She started Artisanal Agency after working her way up to the position of CEO of TWiT.tv. Both companies are focused on new media; the first is a technology-based internet broadcasting company, while the second sells advertising to other networks and direct clients. In addition to listening to the episode, you can watch a video of their discussion on our YouTube Channel.  And be sure to subscribe to support the podcast! For general information about the podcast, send an email to info@beinhakerlaw.com To follow Mitch and the podcast, go to linktr.ee/beinhakerlaw. You can subscribe and listen to episodes on Apple Podcasts, Google Podcasts, Amazon Music, Spotify and most other directories. Please review us whenever possible and thanks for your continued support! Sponsorships and paid guest appearances are available. Connect with us by email or on social media. The Accidental Entrepreneur is brought to you by Beinhaker Law, a boutique business & estates legal practice in Clark, NJ. To learn about shared outside general counsel services and how to better protect your business, visit https://beinhakerlaw.com/fractional-gen-counsel/ Please support our affiliate sponsors (https://beinhakerlaw.com/podcast-affiliates/). Also, support the show and get your own podcast merch! (https://beinhakerlaw.com/podcast-store/) One of One Productions - a New Jersey-based studio, just over the George Washington bridge, that caters to the booming business of podcasting. Be sure to check out the guesting kit that they've created exclusively for our listeners! https://one-of-one-productions.myshopify.com/products/mitchell-beinhakers-guesting-kit North Authentic - NorthAuthentic.com is a conscious hair care marketplace offering the cleanest brands from around the world. Their pro stylists curate only the most fabulous non-toxic hair products. Use our affiliate link for all your purchases! https://shrsl.com/38heu The Healthy Place - Findyourhealthyplace.com has thousands of supplements to help you live a better quality of life; as well as natural solutions for chronic pain, stress, anxiety, depression, sleep and much, much more. Need guidance? Use their Live Chat feature and talk to a Wellness Consultant right on their website. The Accidental Entrepreneur is a trademark of Mitchell C. Beinhaker. Copyright 2018-2022. All rights reserved.

Take risks, keep learning, and stay calm. It's how our guest, Stryker Chair and CEO Kevin Lobo, became arguably one of the most successful CEOs ever. We'll talk with the Indian-born, Canadian-raised, internationally acclaimed businessperson about how he became known as the “Godfather of MedTech” and as an acquisitions deal maker. We'll hear how Kevin's high threshold for risk helped Stryker drastically outpace the competition and how he built his Board's trust to make more than 55 acquisitions. Kevin also shares his insights on timely topics leaders in all industries are talking about: technology, crisis management, company culture, and how to keep employees happy, purpose-driven, and loyal.    If you liked this episode, check out these other Redefiner episodes: ·  Trust Your Gut: AXA's Thomas Buberl Talks Transformation and Reinvention ·  How to Lead Like a Legend with Samuel Tsien ·  Confessions of a Serial Entrepreneur with Mario Schlosser BIO: Kevin A. Lobo, Chair and CEO, Stryker Kevin A. Lobo has been CEO of Stryker since October 1, 2012, and also assumed the role of Chair of the Board on July 22, 2014. He joined Stryker in 2011 and had previously been Group President of Orthopaedics. Mr. Lobo serves on the board of directors for Parker Hannifin Corporation (NYSE:PH), the Advanced Medical Technology Association (AdvaMed) and the U.S.-India Business Council. He is also a member of the Business Roundtable and Business Council. Mr. Lobo has a broad business career across multiple industries. After holding finance positions with KPMG, Unilever and Kraft Canada, he spent eight years with Rhone-Poulenc, including roles based in Europe as Corporate Controller of a chemical spin-out and General Manager of Specialty Phosphates EMEA. He then spent eight years at Johnson & Johnson, including President of Ethicon Endo Surgery.

In this episode, Sashi Narahari is joined by Manny Korakis, SVP, Chief Accounting Officer, Corporate Controller and Treasurer at IQVIA. They discuss the importance of programming in BPO's future, the possibility to move to working fully remotely, and the importance of developing AI in RPA growth.

The SEC has published its widely anticipated proposal to enhance companies' climate-related disclosures. In addition to details regarding how management identifies, assesses, and manages climate-related risks and the related impact on financial metrics, the proposal calls for companies to provide information about how their boards provide oversight of climate-related matters.This week, Heather Horn was joined by Joe Allanson, EVP, ESG Finance for Salesforce to discuss a preparer's perspective on the SEC's proposal.In this episode, you will hear:1:21 - How changes in the overall prominence of ESG reporting is reflected in the C-suite8:53 - One company's journey to the current state of climate-related reporting16:24 - Benefits and challenges of the SEC's climate disclosure proposal from a reporting perspective26:20 - Perspectives on the process of developing effective ESG reporting, along with a discussion about the supporting data quality36:41 - The importance of global climate reporting requirements and alignment40:17 - Final advice on ESG reportingWant to learn more about the SEC's proposal? Listen to our previous podcasts that provide a closer look at governance, related investor perspectives, legal and regulatory perspectives, and a focus on implementation considerations. Also refer to the text or audio version of our In the loop, The SEC wants me to disclose what?Joe Allanson is an EVP, Finance ESG at Salesforce. Joe has over 18 years of experience serving in various finance and accounting management positions at Salesforce, including 14 years as Chief Accounting Officer and Corporate Controller. Joe also sits on the advisory board to several universities. Heather Horn is PwC's National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series. With over 30 years of experience, Heather's accounting and auditing expertise includes financial instruments and rate-regulated accounting.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

On this week's episode of Blood, Sweat & Balance Sheets, FloQast Accounting Operations Evangelist Stefan van Duyvendijk guest is joined by Dante Giannini, Corporate Controller of Actian Corporation, to discuss the rise of the operational controller and what that role will look like as controllers add more value to their organizations.

Mike is BACK, and this week, he's joined by veteran Corporate Controller and FloQast's new Accounting Operations Evangelist Stefan van Duyvendijk.On this episode, Mike and Stefan talk about Stefan's experience at Skullcandy and Kodiak Cakes, what led him to leave his controller role for FloQast, and how the accounting profession has changed significantly in the last several years

In every business, the goal is to protect cash and to build a product to get to market. And big companies, which earn tons of revenue, are successful at cash optimization.But there is so much pressure in the economy — interest rate movement, inflation, rising prices — that needs to be overcome. And that could be difficult for companies that do not make a profit and do not have the money to invest.In this episode of The Role Forward, our host Joe Michalowski welcomes Brad Silicani, the Head of Finance and Operations at Anrok. They get into the state of the economy and cash management, how to kick your cash in the right direction to get to market, and the relationship between tax and cash optimization.Guest-at-a-GlanceName: Brad SilicaniWhat he does: He is the Head of Finance and Operations at Anrok.Company: AnrokNoteworthy: Brad spent the first part of his career with Ernst and Young. After about four or five years, he moved to Dropbox in an accounting role and spent almost ten years in various roles such as Corporate Controller, Head of Tax, and Treasurer. Finally, about a year ago, he joined Anrok as the Head of Finance and Operations.Where to find Brad: LinkedIn

NEW EPISODE OUT NOW!  This week we chat to Lisa Laporte!  Lisa's professional career spans over thirty years as a Corporate Controller, CFO, Consultant, CEO, and Founder in a wide variety of businesses, with an emphasis on startups. 

Again and again, we learn the secret to stroke recovery is repetition. It's about doing the same movement or behavior again and again -- tens of thousands of times. In a typical session with an OT or PT, a patient might do the same exercise 30-60 times, which is a good start. But what if a therapist could crank that up to 1,000 reps an hour, or one every four seconds? Now you've got some interesting possibilities for recovery. Bionik, Inc makes devices and software that do just that. This week I talk with CEO Rich Russo about the InMotion Hand and InMotion Arm devices and how they work in conjunction with a therapist to help patients recover. Listen to the conversation here or in your favorite podcast app. If you don't see the media player below, visit http://strokecast.com/Bionik   Click here for a machine-generated transcript Who is Rich Russo? From the Bionik website: Mr. Russo Jr. has over 15 years of finance and accounting leadership experience and is a Certified Public Accountant. From March 2017 through November 2020, Mr. Russo was the Vice President of Finance and United States Chief Financial Officer, of IcarbonX, a privately held digital health management company specialized in artificial intelligence and health data, and a predecessor PatientsLikeMe. While there, he was responsible for, among other things, the merger of three companies, fundraising, and the ultimate dissolution of certain affiliated companies. From 2007-2016, Mr. Russo held various key leadership roles for Nasdaq-listed companies in life sciences, pharmaceutical and medical device industries. From September 2015 to October 2016, he served as Corporate Controller for Pieris Pharmaceuticals, Inc., a clinical stage biotechnology company, and prior to that, he had roles at Juniper Pharmaceuticals, a woman's health company focused on developing therapeutics, and Cynosure, a medical device company focused on aesthetic treatment systems. In each of these roles, Mr. Russo was responsible for all finance activities and SEC reporting, including partnering closely with management to ensure effective and efficient financial procedures throughout the organizations. Mr. Russo started his career in 2005, where he served as an auditor at Pricewaterhouse Coopers in the assurance group. Mr. Russo is a graduate of Bridgewater State University in Bridgewater, MA, where he graduated from a dual degree program, receiving his Bachelor of Science in Accounting and his Masters in Management and Accounting. Other Inpatient Solutions The Bionik system is one for hospitals and rehab units. The rapid reps help in partnership with the rehab professional. In that respect, it's similar to devices from Restorative Therapies. I talked with the team at Restorative Therapies in episode 92. You can find that episode here.  The key difference is that Restorative Therapies uses Functional Electric Stimulation (or FES) to activate a patients muscles. The Bionik solutions provide physical assistance to help the patient complete motions. They are different ways to stimulate the brain, increase repetitions, and drive the neuroplasticity that is so key to recovery. They are also both intended for use in a hospital or rehab facility with the help of a trained therapist. The other devices I talk about often, like those from sponsor Motus Nova and previous guests with Neofect and Racoon Recovery are for at home use, as a supplement to therapy provided at a medical facility, or as an alternative when those services are not available, for whatever reason. You can learn more about those devices by clicking the links on their names above or from the link table at the bottom of this post. The point of all these solutions is the same -- drive patient recovery through increased movement and repetitions to neureoplastically teach to brain how to access that limb once again. Hack of the Week Wear comfy socks. It's such a simple thing, but the right socks can make a big difference in how you feel. The right socks can wrap your feet well and wick away perspiration. They can protect your foot from rubbing against an AFO or the heel of your shoe. The wrong socks will keep you too hot or too cold. The wrong size will leave you with an uncomfortable wrinkle you walk on all day. If they're too slippery, you've got an additional safety hazard to contend with. The hospital socks they gave me in the hospital were terrible. The had the no slip dots, which was great, but they kept falling down and rotating around my foot. Part if it was they were likely the cheapest that met minimum standards. The other part is that I have large feet for my height (size 12). So my partner ordered me better hospital socks from Amazon,* which helped. For air travel after stroke, I have made a change to my wardrobe. I now wear knee-high compression socks.* They do a good job of preventing swelling in my feet and legs during long flights. And that helps to prevent DVT or deep vein thrombosis, which is where a clot forms in the legs and causes problems there, or breaks loose and lodges elsewhere in the body. That's how Ted Baxter had his stroke. I talked with Ted back in Episode 34. Relatively speaking, good socks are still fairly cheap. Try different ones until you find the socks that are best for your feet and life style. Good socks are worth it. Links Where do we go from here? Learn more about the work Bionik does at https://www.bioniklabs.com/ Share this episode with someone you know by giving them the link http://Strokecast.com/Bionik Subscribe to the Strokecast newsletter at http://strokecast.com/news Don't get best…get better.

On this episode of Design Your Exceptional Life, we welcome Lawrence Kellogg! Lawrence joined the Howard Group in 2007 and has held positions as the Chief Investment Officer, Controller, Corporate Controller, VP and Treasurer. He is responsible for managing financial reporting and forecasting for the parent company and over 100 subsidiaries, partnerships, and joint ventures in its portfolio. Key nuggets you'll get from this episode: how to create the well-balanced quality of life that you desire for yourself taking calculated risks getting into the financial industry religion and the role it plays in our daily lives what people often misunderstand about success Visit Alvin's website- Journey To Personal Greatness Check out my Social Media: Facebook Twitter Instagram Be relentless in the pursuit of your personal greatness

On this episode of the Leaders of Modern Finance podcast, host Derek DeWinter welcomes two of his colleagues at the DeWinter Group, Tony Tilleskjor and Andy Dunayczan. The discussion is centered around the current breakneck pace of the recruiting market today compared to years past, and they take a look into their crystal ball about what the market will look like moving forward. They all agree that this is the fastest market they have ever seen, and Tony points out that clients have to move quickly right now if they want to bring in top talent. Most of the top candidates are weighing several offers, and companies that drag their feet are going to get passed by. Andy observes that there is a huge demand for the Corporate Controller position right now, mostly due to the evolving role of the CFO. He also sees high demand for the Director of Technical Accounting and SEC Reporting due to the number of companies going public. With such high demand, candidates are in the driver's seat. Moving forward, companies that don't keep up with current compensation or don't allow remote work are going to struggle. It's a fascinating discussion. Derek DeWinter Tony Tilleskjor Andy Dunayczan DeWinter Group DeWinter Group Stampli This episode is brought to you by Stampli. The Most Powerful Way to Process & Pay Invoices. Stampli is the only Accounts Payable Automation software that centers communications on top of the invoice so that accounts payable collaborates better with approvers, vendors, and anyone involved with purchases to quickly resolve issues and questions, resulting in 5x faster approvals. Contact us to see why users love using Stampli and schedule a demo at Stampli.com.

On this episode of the Leaders of Modern Finance podcast, Jack McCullough of The CFO Leadership Council is joined by Peter Taylor, Corporate Controller at Purple Innovation, a maker of direct-to-consumer mattresses, bedding, bases, seat cushions, dog beds, and more. Peter has the title of controller, and he and Jack talk about how the evolution of the CFO role in a post-pandemic world has become more of a revolution. Much of that revolution is made possible through new technology innovations that allow controllers to get away from being buried in spreadsheets all day to become more cross-functional members of the accounting and finance team. A major area where Peter has seen a massive improvement in efficiency is data input. He and his team use AI to automate 80% of data that was traditionally input manually. This frees him and his team to focus on strategic thinking and being a partner in helping to achieve business goals. The two have an in-depth discussion about Peter's five gold standards, which include clearly defined and documented processes, clearly defined roles and responsibilities, and proper data capture. It's a fascinating and educational conversation. Peter Taylor Purple Jack McCullough CFO Leadership Council Stampli Stampli - LinkedIn This episode is brought to you by Stampli. The Most Powerful Way to Process & Pay Invoices. Stampli is the only Accounts Payable Automation software that centers communications on top of the invoice so that accounts payable collaborates better with approvers, vendors, and anyone involved with purchases to quickly resolve issues and questions, resulting in 5x faster approvals. Contact us to see why users love using Stampli and schedule a demo at Stampli.com.

Robin L. Washington is currently a member of the Board of Directors of Alphabet, Inc. (parent company of Google), Honeywell International, Inc., and Salesforce.com, where she currently serves as chair of the audit committee. She is also a member of the Board of Visitors, Graziadio School of Business and Management, Pepperdine University; the Presidents Council & Ross Business School Advisory Board, University of Michigan; and the UCSF Benioff Children's Hospital Oakland Board of Directors.Ms. Washington served as Executive Vice President and CFO at Gilead Sciences, Inc., from May 2008–November 2019, where she oversaw Global Finance, Facilities and Operations, Investor Relations and the Information Technology organizations. Prior to Gilead, Ms. Washington was the CFO at Hyperion Solutions Inc. from 2005–2007. She also served as Senior Vice President and Corporate Controller of PeopleSoft, along with several other senior financial roles at the company from 1996–2005. Prior to PeopleSoft, Ms. Washington was Director of Finance for Tandem Computers, an Accounting Analyst for the Federal Reserve Bank of Chicago, and a Senior Auditor for Deloitte & Touche.Ms. Washington is a certified public accountant and holds a bachelor's degree in business administration from the University of Michigan and an MBA from Pepperdine University.

Goldmark Advisors with Jeffrey Gold Jeffrey Gold is President of Goldmark Advisers, Inc., the boutique investment banking firm he founded in 1985. In early 2017, Goldmark became an affiliated company of Young America Capital LLC, where Jeffrey is continuing to practice his successful consultative approach to mergers and acquisitions, as well as assisting mid-sized companies and promising new ventures in capital formation. Jeffrey's M&A and funding expertise – reflected in his track record of nearly 100 transactions – focuses primarily on publishing, media, food, beverage and health care businesses. Simultaneous with his leadership of Goldmark Advisers, Jeffrey served for 20 years, through 2012, as Chairman of the U.S. subsidiary of The Quarto Group, Inc., a publicly held international illustrated book-publishing company, helping the London-based company to grow through several significant acquisitions. Before establishing the Goldmark firm, Jeffrey was Executive Vice President & Chief Financial Officer of Esquire, Inc., a NYSE-listed publishing, technology and communications company. In that role, he also served as the company's principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named Executive Vice President in charge of corporate development & strategic planning for its Simon & Schuster Division. While at Paramount, Jeffrey initiated the contact that led to the acquisition of Prentice-Hall, the well-regarded textbook and professional publishing company. Earlier in his career, Jeffrey was Vice President and Corporate Controller of National Patent Development Corporation (now known as Wright Investors' Service Holdings), which, among other activities, pioneered the development of the soft contact lenses. He began his career at Main Hurdman, which is now part of KPMG, the Big Four accounting and professional services firm. A graduate of Pace University with a degree in business administration, Jeffrey has guest-lectured on corporate and financial subjects at the Columbia University Graduate School of Business, and served on the Board of Directors of Lighthouse International. He holds Series 79 and Series 63 licenses. Listen to this episode as Seth and Jeff discuss: Identifying the ideal client. Some of the biggest mistakes middle market firms are making when it comes to thinking about their acquisition and exit strategies. How the landscape of the industry change since the COVID pandemic. The importance of due diligence process. and more http://goldmarkadvisers.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Taylor, Corporate Controller at Purple Innovation, joins the Leaders of Modern Finance podcast on this episode to share the framework he follows to ensure that his department is running at maximum efficiency. This process, developed over the course of his career, is a valuable tool for any corporate finance professional. Peter starts with the importance of planning. He admits that he's not always the best at planning in his personal life, but asking the right questions to make sure the plan is a comprehensive and efficient one is critical to success. He also suggests leaders jump into researching new tools that can provide automation and efficiency in the daily operations of your department. This may also affect your decision-making on human resources. If you're running more efficiently, you might not need to bring on new hires. Peter is also a big fan of documentation. He loves email as a documentation tool to ensure everyone has a clear understanding of the plan, goals, and objectives of the department. Clear documentation helps the team work toward a common goal. Resources: Peter Taylor Purple Innovation Ben Murray Kate Scolnick Dan Haarmann Stampli This episode is brought to you by Stampli. The Most Powerful Way to Process & Pay Invoices. Stampli is the only Accounts Payable Automation software that centers communications on top of the invoice so that accounts payable collaborates better with approvers, vendors, and anyone involved with purchases to quickly resolve issues and questions, resulting in 5x faster approvals. Contact us to see why users love using Stampli and schedule a demo at Stampli.com.

You are going to enjoy my conversation  a dear friend and former mentee Bronson Quon. Bronson and I first worked together while I was with Arthur Andersen and he was interning at Disney.  You will hear his story of going from intern to Partner.  Bronson has had audit roles with Arthur Andersen, Deloitte and has held positions as Corporate Controller, VP of Finance, CEO and now his current Partner role with Keystone advanced solutions, a firm that specializes in subscription based bookkeeping and Executive level technical accounting support. Some highlights from our conversation are:When he needed some skin in the gameThe importance of Grinding and working hardThe stable influences in his lifeWhen to listen and when to speak upCourage of asking whyKarate Kid / Kobe Quon

SkyStem's Head of Sales and Support, Nancy Wu, and Stock Yards Bank & Trust's Corporate Controller, Derek Slone, explore his team's progression from a manual reconciliation process to one that is automated and modernized.

Contact Laura Boyd: https://www.linkedin.com/in/laura-boyd-cpa-2598a853/Hunter Douglas: https://www.hunterdouglas.com/FULL EPISODE TRANSCRIPTAdam: (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host Adam Larson and this episode, “Business Partners Developing Their Soft Skills”, is number 128 of our series. Laura Boyd, Vice President, Corporate Controller at Hunter Douglas joins us to talk about a topic not addressed enough among accounting professionals, the softer skills required in the profession. Everyone assumes accountants are all about the numbers and they are, but without the ability to collaborate across departments, they cannot be true business partners to the organization. Keep listening to hear about the specific soft skills required and how to develop them throughout your career. Mitch: (00:51) So our conversation today is going to focus on the soft skills and everyone typically assumes accounting and finance professionals, they're all about the numbers and we know they are but, I think everyone's starting to realize accounting and finance professionals really must possess and further develop these soft skills. So can you kick us off by sharing your perspective on this and let us know why you think that is? Laura: (01:14) Sure. Well, I think technical skills are obviously very important in our role as accountants and finance professionals. Our ability to analyze numbers and apply technical financial guidance, whether it's cost accounting or manufacturing accounting, or U.S. GAAP, IFRS otherwise goes a long way to supporting success in our careers. However, too much emphasis or rather not enough emphasis on developing and possessing these softer skills will really limit an individual's ability to properly support their business and develop their career in accounting. When we say softer skills, what we're really talking about is our communication style, leadership skills, team building skills, ability to make decisions, et cetera. Many of these skills are people type skills or interpersonal skills and since nearly every accounting role requires engagement with others in some way, shape or form, these become critical qualities to possess as your career progresses. In addition, people don't always think of accountants as customer service professionals, but in some way we are. Our business partners are our customers. They're on the receiving end of our hopefully quality work and we have an obligation to not only support them, but work well with them. And it takes several soft skills to be able to listen to a business partner and really collaborate with them. All of these things make finance professionals more well-rounded partners for the business, which is what our ultimate goal should be as accounting professionals. Well-rounded partner is an ally for the organization. If I could make an accounting pun, a well-rounded business partner is an asset for the organization. So while the technical side of our life is incredibly important and critical, it's becoming more and more clear that the softer skills are just as important for us and for our business' success. Mitch: (03:29) So you already named a few of them. We talked a little bit about communication and teamwork and things like that. There are many soft skills and they're all important. But when it comes to being a business partner and really taking that step forward as a leader, which of these soft skills do you believe are most important for accounting and finance professionals, and why might that be? Laura: (03:51) Well, if you research around there's many resources out there from many folks that are much smarter than I am that'll tell you what's most important and why and what the right order is, et cetera. For me, in my experience, I think the three most important soft skills are interpersonal skills, communication and adaptability. So for interpersonal skills that's kind of a broad category, but it's a very important one. When I say interpersonal skills, I really mean the ability to build and maintain relationships and develop rapport with business partners and colleagues. Having good interpersonal skills is incredibly important when you're building a team, you need to have a strong foundation of trust and accountability for accountants and finance professionals this is invaluable. We should strive to be seen as an authentic partner for the organization and a person on whom people can rely upon and trust. Without that, we're just a bunch of number crunchers. Another important skill I think is communication. I think many people know there's many types of communication. There's verbal, written, and nonverbal like body language, facial expression, et cetera. But I think the one piece of communication that people really miss is listening. When people are listening to others, this is a fairly obvious statement, but you actually hear what people are saying and what they mean. Without strong listening skills, communication is really just a one-way street and probably not very effective. The better finance professionals are at listening, the better we are business partners because we're that much closer to the pulse of the business. And then finally I think adaptability is critical. If we've learned anything from the COVID pandemic, it's that we need to be flexible and adaptable. Now, traditionally accountants are not usually the most flexible people and I can say that because I am one. But, the ability to pivot and react to an ever-changing environment is critical. Our businesses are making fast and drastic and dramatic decisions practically every day. So we have to be able to switch gears and change direction as needed. In addition, I think it's important to be able to handle tasks and responsibilities that are a little outside the norm. By demonstrating a willingness to get involved even if you don't have all the expertise that's required. It's a changing world and I think accountants are a smart group of people who can contribute beyond the numbers if they're willing. Mitch: (06:57) You know, we at IMA, we have a leadership academy and we put out all these leadership development courses and we focus a lot on these softer skills. We just did one that focused on listening and listening skills, because it truly is so invaluable to just take a step back and make sure you're paying attention, you're listening and really absorbing the message that's being shared. So I can truly appreciate that and we've seen that become more and more important with our listeners here, obviously, but, with the organization as a whole in our members. With these skills, these skills that you identified as being most important, I guess my next question for you is when are they really most necessary or required? You referenced a lot about being a business partner, demonstrating these skills, at what career stage do you typically recognize somebody or maybe whether they do or they don't possess these softer skills? Laura: (07:51) Well in reality, these skills are really necessary from day one of your career. Most people in entry-level accounting roles have the necessary technical skills to do their job as required, or at least they have the requisite education beneath them on which they can build. And in addition, accountants will do continuing education classes or sit for an exam that gives them some credentials that are important down the line. And that is all fine and good and definitely necessary, but the fact of the matter is most accountants don't possess these softer skills right out of the gate and that's unfortunate. As I said earlier, good interpersonal skills are important for accountants and although it's all relative, they're important at all stages of your career. So what I mean is an entry-level accountant may not be leading a team of 30 professionals right away, but it's still important for that person to build relationships across the organization and likely that's what their peers. At that early stage, peer relationships are incredibly important in building up that trust and accountability that we talked about earlier. The same is true for communication skills and an entry-level accountant may not be presenting a set of financials or a budget to the board in a three hour long presentation with multiple parties involved, but the person is still emailing with others on a regular basis and that's a form of communication, or they're on zoom calls, like we all are these days, on a regular basis and that's a form of communication. So the stakes may be slightly lower on a zoom call than in the board room, but being an effective and quality communicator is equally important in both scenarios. The fact of the matter is, is that as your career progresses, these soft skills become more and more important. At a certain point everyone is good at the technical side, everyone is a smart accountant, but what differentiates you from your colleagues is really your ability to navigate the softer side. If you're both cost accounting experts, but one person has great leadership skills and problem-solving skills, and they're a little more honed than the others, well that person's going to shine a little brighter. So I think that accountants really should strive to develop and possess these skills as soon as possible. I think, a good manager can recognize pretty early on when someone is adept at certain skills or on the flip side, maybe when someone is lacking in a particular area. As a manager, if you have the right critical eye, you can pick up on some of these subtleties fairly easily, because situations present themselves all the time. You also know which of your team members is coachable or not. So even though someone may be lacking a soft skill that you, the manager, think is critical, you should be able to tell if they're coachable in that particular area or not. Mitch: (11:11) Now from a manager perspective, I suppose, or, you know, you were mentioning, maybe you're overseeing a number of professionals, but equally so maybe you are somebody who's just looking to work their way up and develop these skills. To get this message, the importance of these softer skills across your team, across the organization. How do you recommend going about developing them? What are some resources or best practices, that you're aware of? What do you typically suggest to people who are interested or you believe need to develop these softer skills? Laura: (11:45) Well first and foremost, I think you have to take an active interest in your own development. You should ask for feedback from your manager, from your peers, from your team, from your business partners, anyone who knows you well and is willing to give you feedback. You need to listen to that feedback with an open mind as you'll likely learn how you're perceived in some areas that you can use development. The next step in my mind would be to seek out appropriate training for those needs that you've learned about or identified. There's numerous resources out there that provide support and education in all aspects of soft skill development, whether it's leadership training or presentation skills, you know, going back to our communication comments from earlier. The world is ripe with possibilities and in advancing your skills, so some external training I think would be incredibly helpful. In addition, I personally have found that having a mentor or a role model has been incredibly helpful in my career. If you seek out someone or several someones that you admire and aspire to be like, if you pay careful attention to how they conduct themselves in various situations, that can be incredibly helpful. And then I think the last thing sort of relates to the first one, in taking an active interest, is that you should ask for more opportunities at your place of work. You should ask to participate in a presentation to senior members of the business, or ask to run a presentation. Ask to manage a team so you can develop some of those leadership skills. You should volunteer for an assignment that no one else wants to be part of to demonstrate some of the problem-solving skills. Basically I think, you know, it's on you to take some ownership of your own development, whether it's asking for the feedback or seeking out the training or looking for the mentor or asking for opportunities at work. I think there's a lot of opportunities at your fingertips and you need to go after them. Closing: (14:00) This has been Count Me In, IMA's podcast providing you with the latest perspectives of thought leaders from the accounting and finance profession. If you like what you heard, and you'd like to be counted in for more relevant accounting and finance education, visit IMA's website at www.imanet.org.

John Kurtzweil joins the SkyStem Podcast to discuss his experience working as the Corporate Controller of MiniScribe in the late 1980's around the time a massive fraud was discovered to have been perpetrated at the company.

Contact Carmen Rene: https://www.linkedin.com/in/carmen-rene-a063546/FULL EPISODE TRANSCRIPTMitch: (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. This is your host Mitch Roshong, and I'm here to introduce you to our guest speaker of episode 127, Carmen Rene. Carmen is the Vice President of Finance and Corporate Controller at Salt Health. She is a passionate leader who focuses on and emphasizes team management, multidisciplinary work groups, and coaching through obstacles. In this episode, Carmen talks about what it takes to be a leader and build teams around trust. Keep listening as we head over to their conversation now. Adam: (00:46) Simon Sinek said, “a team is not a group of people who work together. A team is a group of people who trust each other”. What does that quote mean to you and how you interact with your team? Carmen: (00:57) Sure. This is one of my, certainly one of my favorite philosophers, if you will, on leadership, but certainly one of my favorite quotes by Simon Sinek, because of what it really says to me is just because you are surrounded by a group of people and just because you work with a group of people, you don't necessarily have a shared vision and a common goal and a shared interest in being successful. And so without all of those things, I don't really think that you have a team that is focused on the same thing. And my belief is that, that objective or that dynamic comes when you trust each other. If you have a group of people who you know have your best interests and a common objective in mind, then I believe you have a team and you have an opportunity of being successful. Adam: (01:53) So what I'm hearing with that, what you just said is having that common objective, having that common mind, you know, how do you get to that common mind? That seems easier said than done. Carmen: (02:05) It's always easier said than done, right? I mean, I think that's a big part of what leadership is about all day long is a constant reminder and communication and check in about what we're looking to accomplish. It's often referred to as the why. What are we looking to get out of what we're accomplishing? What are we looking to accomplish? What are we trying to get and why? And if everybody understands the why, which I believe is a common interest, but, you know, oftentimes I work in accounting, right? It's very easy for people to go, we have to close the books, or because we have month end reporting, or we have investors, we believe we work for a company that we believe in, we're working towards an objective that we believe in, we have a team of people that we care about and we want them to be successful. So our why, is not the journal entry, our why is not finishing the books, the why isn't even for the most part the day to day. The why is where are we going and how do we know when we get there? And then we all understand that what I'm doing today is a step in that journey so that we can achieve, or, you know, land at the destination at some point. I think that's that common interest. And in many cases in business, we don't know what it is, right. If the common interest is I need a job because I need to pay my bills. That's not a common interest, that's Carmen's interest. But if the common interest is to leave mankind better than it was when we got here, because we work for a company that's working on a health solution or a cancer cure, or we're looking to have renewable power so that we can save the planet, right? Then all of a sudden we have a why that means something bigger than the journal entry. But my role in that big why is this team will be successful to ensure that this company has the financing that it needs in order to continue the projects down the path to achieve the objective. And if everybody on your team and keep in mind a team is very often multi-disciplinary, right? It's not just the, in our case, the team of accountants, the team of FP&A analysts, a team of treasury management, right? It's our executive team. It's our supply chain team. It's our friends on the manufacturing side of the house. It's our, everybody who manages the shipping and receiving departments, right. If we all understand the role that we play in that greater objective, then we show up to work, ready to give people the benefit of the doubt, ready to trust that we're all here at the end of the day to accomplish the same thing. Then I think you have a team, not just a group of people that you hang out with all day long. Adam: (05:17) You mean that makes a lot of sense. And you don't always work in with people who are doing the same thing you're doing. Many times there's people from multi-disciplinary groups who come together within a group and it seems like the things that you were just describing would work very well for that group, that multi-disciplinary group would have to understand the why in order to work well together. What are some steps you've taken to make sure that these types of groups are successful? Carmen: (05:47) You know, I think that the most important thing that you can do is be curious. And what I mean by that is, for example, I just put into place, purchasing policy. Kind of boring, right? But as part of that process, I spent some time with the, Ph.D. scientists who worked in laboratory, and we were having a conversation about how they use pipettes. I'm sorry pipettes and pipette tips in the laboratory. Now, as I mentioned, I'm an accountant, right? I never used a pipette tip in my life, but as members of the supply chain, I've ordered them before. So I was sitting with them for a day, observing them in the laboratory about how they use pipettes and how the process in an experiment is impacted or how the results are impacted by the process and how clean they can keep the sample. So literally every time they would move to a step to a next step, they would change the pipette tip. Now that seemed a little excessive to me for a minute. But then later in that day, or sometime later that week, I was reviewing results of something that had come out of the laboratory, product that we had to scrap, right, we had to throw it away. And I asked the question, well, why are we throwing this stuff away? What happened? They said, well we had some contamination in the processing. And it connected me back to that exercise of watching them prepare samples and changing the pipette tips. So all of a sudden I understand a whole lot better why we need pipette tips, why we need so many of them and where contamination can occur. And I brought that back to the purchasing policy around how do I set up a policy that enables them to have a blanket purchase order, right. A standing order for pipette tips, because they use them all day long, every day, all month. Right? So, because I understand, I have a much better understanding of the why, and this is a very small example, but I have a much better understanding of the why and how these products are used, so I can understand how I need to design a process that accommodates, not just me who happens to hate blanket purchase orders, but I can accommodate my scientists who wants to know that there's just going to be a constant stream of product being delivered to their laboratory so that their experiments aren't in any way altered or impacted. I hope that makes sense as a how you can bring multi-disciplinary teams could together to just have a simple conversation. So why their day to day is impacted by my day to day. Adam: (08:51) It's a simple conversation of being able to turn off your perspective and point of view for a moment and look at things through somebody else's shoes for a moment, and then suddenly your worldview is opened up. Carmen: (09:07) Absolutely. You know, Stephen Covey was right when he said, what is it, seek to understand, “first seek to understand, then seek to be understood”. And that's all I was trying to do here is how do I understand what other people are, what their needs are. It's a very simple, it's a very simple example. What's interesting, kind of the, the by-product of that if you will, is that Ph.D. that I spent the day with in the laboratory so that I could understand how pipette tips got used so I could master the purchasing of them. We're buddies. Right. We got to know, because we spent time together, we just got to know each other in a way that was very different. And now when I have a question about science, she's the one I call. So there's a fringe benefit, if you will. That came from that. Adam: (09:56) I've got another quote that I'd like you to comment on. This one is from Shafi Qureshi. "I expect my team to make mistakes and break things, thereby enabling individual development and process improvements." Carmen: (10:08) Sure. So I work with Shafi at Salt Health and he's the head of our engineering and manufacturing teams. And I asked him, just tell me what leadership means to you, or how do you define yourself as a leader? And he said, I asked my team what they broke today. And so it was a little more refined quote around that, but his whole concept is around, I want to make sure as a leader, that I'm creating an environment that is safe for people to make mistakes. For two reasons, one is we're all people and we make mistakes, right, and sometimes they're, I missed a meeting mistakes and sometimes they're, oh God, I cut the wrong line and all of the power in the neighborhood is down, right, or somewhere in between. We make mistakes, but we almost always, if we're paying attention, we learn from those mistakes and Shafi's idea is when you're creating laboratory equipment, you're creating processes that have never existed before, something's going to break it's never been done before. The question becomes, how do we fix it? And along the way, when we fix it, do we actually make it better? So he is actively looking at processes that, you know, maybe they work, could they work better? And the only way to know is to tear it apart. Let's see, what if we put this process before that, what we put this step in front of that step, what if we instead of, we did this, right. And that's what he wants his team to be thinking about whether they actually physically break something or not, do they have the mindset that says one it's safe for me to break something and two, I wonder what that thing could be today. And then how do I put it back together? Adam: (12:07) That all kind of goes back to the building of trust because you have to trust that it's okay that it breaks and that it, you know, it will be put back together. Maybe not the same exact way, but you're building that trust that we've been talking about. Carmen: (12:20) That's right. You know, I'll add another one on there. One of my favorite managers of all time, Mike Tenori, when I was at Bose corporation, during the budgeting process he used to always say, “I can handle anything except surprises. So no surprises”. And I think about that from the making mistakes perspective as well. That making mistakes comes from, it's going to happen. The no surprises comes from, I want you to be trustful, I want you to feel comfortable knowing that I will deal with any mistake that comes up. Just tell me about it. I don't want to learn about it when I'm presenting to the board. I don't want to learn about it when we've gone to the street, we've missed our targets, right? I don't want to know about it when the customer calls and says, this is broken. I want to know about it when you know about it and we'll fix it. And that's another way of really creating trust that says, if I have a problem, I'm going to let you know. Adam: (13:17) So, you know, knowing your why, building trust, we've been talking about this whole time, these are all elements for building a great team. How have you done that whilst, hiring during a pandemic? Carmen: (13:31) It's a great question. I'm really curious to know how long we're asking questions about, or we're going back and saying things that, well I learned that during the pandemic. I think there's been tremendous learning during the pandemic. I've onboarded three people. Two of whom I didn't meet in person for six months. One of whom I knew and I'd worked with at a different place and so we were able to hit the ground running pretty easily, but to your question about how have I built trust? I have spent a lot of time, it's probably the same thing I would've done with people if we'd been in person, but it was actually easier. I spent a lot of time with these individuals that I onboarded. Oftentimes I was on a teams meeting all day and we would have the teams meeting open, which is, which is great for sharing screens right, here let me show you, I could actually demonstrate like strokes on an Excel file. Hey, here's what I'm gonna do, watch what I'm doing, watch how I'm formatting, I'll show you where I'm retrieving. So you could actually see my screen and see what I'm doing. I don't remember a time really where we did that in person in a way that was as easy as it is when I'm at my computer and you're at your computer, right? We might've done it in the conference room, but somebody wasn't able to drive at the same time that I was driving, right. So being together on teams was really helpful. I'll show what I'm talking about, we can talk it through, I'll give you a task and then I'm going to go, not really away. I'm going to go look at my other monitor and work on something else and give you a few minutes to do the next step. Might ask me questions as you go. All right. So we spent a lot of time together on teams working through projects, but I had a plan of what things I wanted them to master in their first couple of weeks or whatever. And along the way, because of this dynamic of the pandemic and we're working from home in a situation, you just get to talking about other things, right? Like for example, you know I have dogs like the dogs will come in the room and they want to meet the person on the camera because believe it or not, they pay attention. Or, you know, somebody's roommate comes in or whatever happens and you just get to talking to people while you're doing the work. So there's a rapport that gets developed by spending that amount of time with somebody. I have been thinking about how I would onboard in person again, I've never been as successful of onboarding employees as I have been during the pandemic. Something about the fact that we are maybe part of it's that we're captive, but I think my style changed dramatically in that it was much easier for us to be in the same space together without actually being in each other's space. And that's something that I think the virtual platform has really helped us and really enabled us to do. Adam: (16:40) I liked that being in the same space with each other, but not being in each other's spaces, giving that room to breathe in a sense, especially when you're a new hire, it's almost overwhelming. Carmen: (16:51) You know, I saw something on Facebook last night, a friend of mine posted it there. They returned to the office as of June 1st. And, they were given, again, everybody's workstation. There was a custom made cookie and the cookie had a microphone with the slash through it. And that cookie said, “welcome back, remember you're not on mute anymore”. And I think that, that's another thing. I think the mute button is actually really helpful because sometimes you need to, you need to just mute yourself for a minute, not leaving, not disengage. It's a very easy way to take a quick break. Wait, I'm just going to, I need to think out loud for a second I'm going to mute myself. Hard to do that when you're in each other's space together physically. So I am, I'm a little conscientious about what happens when the mute button isn't there anymore. Adam: (17:42) Yeah. So keeping, just to kind of wrap up our conversation, keeping that idea of, you know, the hiring hat. When we had talked previously, you mentioned you'd like to hire directly out of college and I'd been reading an article in a team training and development magazine called "Don't hire skills, hire to skill". And they had mentioned, although college degrees can indicate that a candidate has gained certain skills and knowledge, they don't always paint a full picture of a person's talent potential. What do you look at when you're hiring? Somebody maybe out of college or maybe not even out of college, maybe some use in working in the industry for years, but maybe doesn't have the full college or what, you know, what is your view on that? Carmen: (18:24) It's a great question. One I really have thought a lot about over the years, and I've come to realize that regardless of what position I'm hiring for, you know, whether I'm hiring a staff accountant or a senior financial analyst, I have three questions that I ask. And it's interesting because they're actually the same questions I expect somebody who's interviewing me to ask me, right. And my, so my three questions are, 1. How well does this person communicate? Now I know that's a huge question, but I have a couple of things that I'm specifically looking for. I'm looking for, I'm looking for the candidate to give me an explanation about how he or she varies the communication style. So is this going to be a, I'm really good at chitchat? I get to know this person, or I just walk in and I've got to get the work, I just have to get the information, right. Both are applicable, right? Both have a purpose and I'd like to know when you might use each. Some responses warrant a yes. Some responses warrant a paragraph, right. So how do they understand the distinction? I'm also looking for the mode or the method of communication and specifically the ability to vary this. Frequently in my career, I've heard somebody say, “well, he didn't call me back or I emailed him, I didn't get the information”. Okay, cool. How are you following up? Well, I emailed him. Okay. Well call him. So then I'll ask later. Well, did you call him? Well, I sent him an email, right? Like that is not going to achieve the objective. So if you've emailed somebody and they haven't gotten back to you, then call them. If they still haven't gotten back to you, go see them in person or send them a text, right. Find a different way to communicate. And so as I'm interviewing candidates, I'm looking for those nuances. What did they mean when they say they're a good communicator? Give me some examples of what that looks like. It's a big topic on communication and a lot of times pushing information isn't the same as being able to receive information. So how well can this person provide information and receive information? Did you read what they sent you? No, I just filed it. Well, that's not really a good two-way street of communication. So that's the first thing that I'm looking for is talk to me about your communication styles and strategies, right. The second thing that I interview for is how does this person solve problems? And oftentimes we don't really know that we're, we have a process, but when you're in an interview situation, you know, I really probe about, okay, so here's a task that's been put in front of you. Like, what's the first thing you do. What's the next thing you do? How do you get through solving that problem? And I'm looking for things like, well, first of all, like Google all of the words and the requests so I make sure I understand what's being asked of me. I think that's pretty smart. Make sure you understand, get clarity on what the objective is, right. But I'm really interested in this part. How do they know when they're done? Right? What does success look like? Kind of the same thing, because if you understand what you're going for, then it's much easier to create your path. So the answer to that question, when I asked somebody, how do you solve problems? Describe for me how you solve problems. If they can say to me, I want to make sure I understand what the objective is. I want to know what success looks like, or completeness looks like, you know, the balance sheet has to balance like that's important, you know, something like that. And then I create steps that I think I need to take along the way. Like that's a pretty complete answer. A really complete answer is somebody who can say, and if I get stuck along the way I may need to rethink, or I may need to ask questions, right. That's really what I'm looking for there. None of that is taught in school, right? That's all stuff that you learned. You may learn from doing school projects, but there's not a class that I know of that's on problem solving, right? It's all about, here's a problem go solve it and here's some skills to help you. So that's what I'm looking for. And then the third one that I'm looking for, which is probably the most uncomfortable for people in the finance profession is how well do you deal with ambiguity and specifically what I mean about this is a lot of us went into finance and accounting because we thought there was an answer, right? It's a little bit black and white. It's not so nebulous. Well in the corporate world or in the non-academic world, right. We aren't given the information or the variables that we need to answer the question. So we've got to make a lot of assumptions. We have to create a lot of the information that we need. And so how comfortable is someone with that saying, well, I created a model, these are the assumptions that I made, so here's the answer. How comfortable are they with making the assumptions? Because within those assumptions, there's a lot of ambiguity. There's a lot of unknowns. Yet, they are critical to being able to solve a problem, create an output, right, but deliverable. So that's the first one. One is that the data has a lot of ambiguity in it. The second one and probably the one that we're learning the most about during this pandemic is you just don't know what comes next. And for some people that can be paralyzing, I don't know what's going to happen. No, you don't. I don't know what's going to happen next. And how comfortable are you with that in the day to day? First of all, I'm curious if somebody ever even thought about it, because if they thought about it, it makes for a great conversation. Yeah I really thought about how much I don't like not having the answers. Okay, cool. What does that look like? And then other people, like, I don't know, I never thought about it. Which suggests to me that maybe they're just doing some drifting, drifting isn't necessarily bad, but if you don't know where you're going, right. You're not going to have as easy a time getting there. Well maybe I guess we don't know where you're going anywhere will work, right, so correct that. But, anyway, so back to my thought about ambiguity, if they've given some thought to how well do I thrive in an environment where I don't have all the answers, they've given some thought to that and they say I'm really not comfortable in that. Then I wouldn't suggest they work for a startup. For example, I really want to know what my day to day is going to look like. I think there's some jobs where they might be more comfortable. Finance and accounting in a corporate setting, whether it's a public company or pre-revenue company, the unknowns every single day are pretty great. So how comfortable would you be in this role? I think that's really what I'm, what I'm looking for. Right? How comfortable are they in not having all the answers? It's even not all the answers. It's how comfortable are you not having all of the data, right? Because I don't have all of the answers and I've been doing this for a lot longer. I hope that helps you kind of explain my thoughts on ambiguity. Adam: (25:43) No, I think so. Being willing to admit, you know, I don't know everything and that's okay, but I'm willing to find the answer and it shows a willingness to kind of step outside the box and be vulnerable. Carmen: (25:55) Right. And I don't know of a single CEO or board member or probably President of the United States or any other country for that matter, who hasn't found himself or herself in a position of ambiguity. Right? Well, the question is, how much do you trust yourself and the people around you to help get some clarity, such that you can take action. Closing: (26:20) This has been Count Me In, IMA's podcast providing you with the latest perspectives of thought leaders from the accounting and finance profession. If you like what you heard and you'd like to be counted in for more relevant accounting and finance education, visit IMA's website at www.imanet.org.

Finance Business Partners face this question early on and throughout our careers.  Nick Mitrakis, Senior Vice President, Corporate Controller at WSP USA joins me to explore the pros and cons of these two supposedly dichotomous paths, and how it really boils down to what motivates you as an individual.   Spoiler alert:  Relax! You can explore both paths while building a great career.  Questions were generously submitted by students of Assistant Dean, Chris Bates and Professor Glenn Tyranski at Long Island University.   Join us for this hopefully inspirational 20-minute investment in your career!

Jim Marocco started his career doing temp jobs out of college and couch surfing. He eventually made his way to Google where he became the VP of Finance and Corporate Controller. Jim grew up talking about money with his family around the breakfast table.  This instilled a financial confidence that enabled him to leverage the little breaks in life and catapult his career. He's a reformed pessimist who now describes himself as a raging optimist. His wife was a big influence on his changed outlook. They have faced many challenges – including a potentially life shortening one – with a united front that has allowed them to beat the odds. Jim started working at Google in 2003, responsible for a variety of key financial activities including accounting and controls, compliance, forecasting and analysis, financial and order management systems, strategic deal support and managing outsourced operations. When the Alphabet holding company structure was first created, Jim managed a global team responsible for all financial activities associated with Google's “Other Bets” business segments, which included products such as Google Fiber and autonomous cars. Prior to joining Google, Jim held various financial and management positions at technology companies including the parenting media start-up Dr. Spock Company, Lycos, internet start-up WhoWhere?, and NEC Technologies. Jim has served on the Corporate Advisory Board for the Northern California chapter of the Cystic Fibrosis Foundation since 2011 in support of his wife, Larissa, who has cystic fibrosis and received a double lung transplant in 2018. He also serves on the Dean's Advisory Council for Cal Poly's Orfalea College of Business. Jim graduated from Cal Poly, San Luis Obispo with a B.S. degree in Economics. Currently, Jim is a stay-at-home dad of twin middle schoolers and actively volunteers within the local school district and as a youth sports coach. He is training his boys in the art of lawn mowing. See all episodes >

Jim Marocco started his career doing temp jobs out of college and couch surfing. He eventually made his way to Google where he became the VP of Finance and Corporate Controller. Jim grew up talking about money with his family around the breakfast table.  This instilled a financial confidence that enabled him to leverage the little breaks in life and catapult his career. He's a reformed pessimist who now describes himself as a raging optimist. His wife was a big influence on his changed outlook. They have faced many challenges – including a potentially life shortening one – with a united front that has allowed them to beat the odds. Jim started working at Google in 2003, responsible for a variety of key financial activities including accounting and controls, compliance, forecasting and analysis, financial and order management systems, strategic deal support and managing outsourced operations. When the Alphabet holding company structure was first created, Jim managed a global team responsible for all financial activities associated with Google's “Other Bets” business segments, which included products such as Google Fiber and autonomous cars. Prior to joining Google, Jim held various financial and management positions at technology companies including the parenting media start-up Dr. Spock Company, Lycos, internet start-up WhoWhere?, and NEC Technologies. Jim has served on the Corporate Advisory Board for the Northern California chapter of the Cystic Fibrosis Foundation since 2011 in support of his wife, Larissa, who has cystic fibrosis and received a double lung transplant in 2018. He also serves on the Dean's Advisory Council for Cal Poly's Orfalea College of Business. Jim graduated from Cal Poly, San Luis Obispo with a B.S. degree in Economics. Currently, Jim is a stay-at-home dad of twin middle schoolers and actively volunteers within the local school district and as a youth sports coach. He is training his boys in the art of lawn mowing. Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies

In our latest installment of Frank Discussions, Frank chats with Brad Tilden, former CEO and current Board Chair of Alaska Airlines, about his storied career with the PNW-based airline. Brad's 30-year stint with Alaska Airlines has seen him through a myriad of leadership positions within the company; from Executive Vice President of Finance and Planning, to Chief Financial Officer and Corporate Controller, as well as President of Alaska Airlines from 2008 to 2016, and Chief Executive Officer from 2012-2021. They discuss key transition points in Brad's career, his advice for how to navigate job transitions nimbly, and how both Alaska Airlines and Brad himself have grown with respect to diversity, equity, and inclusion.Click here to watch this discussion on Youtube

One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can't see the links? Just search for “CFO Weekly” in your favorite podcast player.

One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Sarah Padfield, CPA is a Partner at Delap, LLP, specializing in financial statements, consulting, assurance, and employee benefit plans. Natalie Heacock, CPA, MBA is a Corporate Controller at Patrick Lumber Co. They join Jared Siegel to discuss how important patience is to success, and why taking it slow in the present helps you go faster in the future.  Here are a few highlights from their conversation: “There are a lot of different textures to our identity”, Jared comments. “Who we are at the office is just another mask we wear.”  Overnight success isn’t a thing, Sarah remarks. Success involves a lot of hard work, dedication, and struggle. When you see others’ success, you may be tempted to assume their experience was linear, but what you see is often just a fraction of their story. She shares some background into her professional development and explains why giving yourself grace to make mistakes promotes growth. It’s easy to get wrapped up in your anxiety and apprehension toward the future. While having a strategy is good, worrying about things outside of your control doesn’t solve anything, Natalie advises.  Natalie and Sarah talk about how relationships influence career development. According to Natalie, mentors are people you interact with every day and have friendships with. Additionally, they are those you look up to, whose work and ideas you study and implement into your daily life. Sarah shares how hearing other people’s stories have helped her.  Jared encourages listeners to take time to show their gratitude for the people who have impacted them along the way. “It’s easy to be impacted by somebody and forget to tell them,” he says. Gratitude requires intentionality.   Jared asks Sarah how she juggles the various responsibilities that come with her various roles as a leader, a mother, and a wife. Sarah says that learning when to say no and how to depend on others is what helps her manage her responsibilities. “Every yes is a no somewhere else,” Jared adds. Natalie shares her framework for identifying what to say no to and briefly talks about why it matters. Things don’t get easier as time goes on. New challenges and struggles will always present themselves, but they offer with them the opportunity for constant growth.   Resources  Sarah Padfield on LinkedIn DelapCPA.com BreneBrown.com Natalie Heacock on LinkedIn | Twitter How I Built This Think Again by Adam Grant

Curtis May interviewed Philip Arthurs, host of the Business Minor Podcast. He shared some great insight about growing through acquisition tips on finding, analyzing, and closing business deals.   Philip is an investor, entrepreneur, certified public accountant, and experienced advisor who thrives on helping others succeed! He has served numerous public and private companies in roles such as a transaction advisor, turnaround/restructuring advisor, external financial statement auditor, internal auditor, internal controls consultant, CFO, and Corporate Controller.   Philip owns multiple companies and has helped many others buy and sell businesses.   Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com    Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Philip Arthurs https://www.thebusinessminer.com/practicalwealth https://www.thebusinessminer.com/ https://www.linkedin.com/in/philiparthurs/  Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed   Show Notes Philip's background - 1:23 His mom as his inspiration - 2:40 His interest in buying businesses - 6:04 Successful people have a great mindset - 7:54 Hiring a consultant is very expensive - 11:13 Wanting to give, give, give - 13:30 You have to protect your time - 31:34 Get your mind right - 34:47 Using the money of the business to pay off debt - 38:00 Cash is your oxygen - 42:42 Get in touch with Philip - 48:38   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Moving from a for-profit company to a non-profit organization. Taking risks to develop himself. Understanding that a crisis is a terrible thing to waste. These lessons and more are what Tony Battaglia shares with us. Tony describes the decisions he made and the risks he took when he moved from a Fortune 500 company to a start-up and later, moving from a for-profit company to a non-profit organization. He explains the courage he needed to take these risks as well as resilience. You need resilience not only when you make your decisions but also when there are crises. Take a listen to hear about how Tony and the leadership team shifted their business model in 2020, during 2020 COVID times to, in just 7 weeks, create a results-oriented product. Tony Battaglia is President & COO of BellXcel, one of the nation's leading providers of educational solutions to youth serving organizations.  Tony began his career at BellXcel in 2007 and is responsible for the product development, sales, service, support functions and infrastructure in the delivery of BellXcel's renowned and evidence based educational solutions.   During Tony's tenure, BellXcel has grown by over 450% and navigated through numerous pivots of the business model ranging from a direct serve to a licensing model and now launching an “all in one” Enterprise Solution which will permit BellXcel partners to deliver their youth serving programs with much greater efficiency and cost effectiveness.      Tony joined BellXcel after 18 years at Arch Wireless, the nation's leading provider of wireless messaging and paging services.  Tony was a member of the start-up team that grew Arch from its venture capital beginnings to $1.4B in revenue. Tony held several key positions, from Corporate Controller to President of the company's $450M Northern Division with over 3,000 employees. Tony has a B.S. in business administration from Boston College and an MBA in Finance from Ohio University.  Tony resides in Bedford MA, just outside of Boston MA, with his wife and two daughters.Connect with Tony at https://www.linkedin.com/in/antonio-battaglia-820814/ to learn more about him and his background.Sign up for our newsletter at https://abbraccigroup.com/. Please subscribe, leave a review and tell your friends about our podcast. Learn more about the CHARGE® model by purchasing the book, The Way of the HR Warrior. Let us know about the moments for you that changed your life trajectory. Drop us a note via our website. 

http://thebusinessminer.com/dreamcastPhilip is an investor, entrepreneur, certified public accountant and experienced advisor who thrives on helping others succeed!He has served numerous public and private companies in roles such as a transaction advisor, turnaround/restructuring advisor, external financial statement auditor, internal auditor, internal controls consultant, CFO, and Corporate Controller.Philip owns multiple companies and has helped many others buy and sell businesses.Support the show (http://paypal.me/bwalsh)

What are the most critical skills for Finance Business Partners that support very large and visible civil engineering projects? Nick Mitrakis, SVP & Corporate Controller at WSP USA, shares the cornerstones of good project management and how Finance Business Partners need to step up in a world where our function is increasingly at the intersection of everything. Join us!

Gerald L. Hector, CPA is currently the Executive Vice President and Chief Business Officer for Morehouse College in Atlanta, GA. He has been in the role for approximately four months where he oversees a majority of all the business and administrative functions of the college to include, human resources, information technology, business office, student accounts, auxiliary services, and facilities. Prior to joining Morehouse, he was the Vice President for Financial Affairs and University Treasurer for Ivy League Cornell University. An institution that has an annual operating budget of $4.5 billion. There he was responsible for the controller's office, tax office, payroll, sponsored financial services, cash management, risk management, office of policy, and purchasing and procurement. While there he was also active in other groups around judicial mentoring, and race and diversity workshops and presentation to his division. His career as a financial and administrative executive goes back to similar roles as the Vice President of Finance and Administration at Ithaca College where he implemented a number of firsts for the college that included the implementation of the Zero Based Budgeting concept, along with creating a monthly CFO discussion series entitled “Dollars and $ense.” He created a ten-year master plan for the campus, along with deferred maintenance strategic plans for both facilities and information technology. Both plans were firsts for the college. In addition to his regular duties he became known in several circles for his commitment and work around race, diversity and inclusion in 2015, when tensions arose on college campuses across the country. He was featured on several webcasts and podcasts during that time. The model he implemented to have difficult dialogues has been adopted by his former colleagues at other institutions. He has also held the Vice President of Business and Finance role at Johnson C. Smith University, an HBCU that was guided through to a successful reaccreditation process in 2006 with no findings or recommendations. There he also created several financial firsts like establishing the college's first ever unrestricted cash reserve of $10 million. He went to Johnson C. Smith after having served as the Corporate Controller for the United Negro College Fund, Inc. While at UNCF he was responsible for putting together the financial budgets and framework for the $1 billion Gates Millennium Scholars program. A program that was designed through the generosity of Bill and Melinda Gates to provide 20,000 minority students with a college education. Prior to UNCF, he was a public accountant with Deloitte and Touche where he served independent power plants and nonprofit organizations. An honors graduate from Howard University's School of Business with a baccalaureate degree in accounting, he also holds a Masters in Christian Thought from the Gordon Conwell Theological Seminary. He weaves both his financial acumen and spiritual grounding to mentor and engage a host of individuals on the issues of today. His lunchtime lecture in the fall of 2018 at Cornell University around “Faith and Finance” continues to be an inspiration to individuals who are keen on trying to understand the interaction of how the world we live in today presents opportunities for reflection and healing. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/humovemakers/message Support this podcast: https://anchor.fm/humovemakers/support

SkyStem's Head of Sales and Support, Nancy Wu, and Aquarion's Corporate Controller, Deb Kirven, explore the challenges facing today's finance and accounting function. Deb and Nancy journey through Aquarion's decision to evaluate and adopt month-end close automation while touching upon topics such as cloud solutions, change leadership and consensus building.

Listen to this Future Ready Finance podcast, focused on how Accenture has developed business resiliency in Finance. The host, Assistant Corporate Controller Melissa Burgum, discusses the journey with Richard Clark, Accenture's Chief Accounting Officer and Corporate Controller.

As the Great Women in Compliance hosts publish their first book and Goldman Sachs settles its massive FCPA enforcement action over 1MDB, Tom and Jay are back to look at top compliance articles and stories which caught their eye this week.  1.     Goldman Sachs settles FCPA enforcement action involving 1MDB. See, DOJ Press Release and Remarks of Acting Assistant Attorney General Brian Rabbitt.  2.     What have we learned? Team #GWIC (Mary Shirely and Lisa Fine) publish their first book, Sending the Elevator Back Down. Annoucement on CCI.     3.     What are the lessons of J&F Investments? Tom takes a deep dive in a 5-Part series on the FCPA Compliance and Ethics Blog. Part 1-Introduction, Part 2-the Bribery Scheme, Part 3-the SEC Order, Part 4-the Plea Agreement, Part 5-Final Thoughts. Mike Volkov does as well in a 4-Part series on Corruption Crime and Compliance. Part 1, Part 2, Part 3, Part 4. Tom and Matt Kelly go into the weeds on Compliance into the Weeds.  4.     World Bank to put more resources into evaluating compliance programs. Joshua Ray in the FCPA Blog. 5.     Do DPAs and NPAs encourage recidivism? Dylan Phillips continues the debate in the FCPA Blog. 6.     Is there more corruption now in college sports? Pat Forde in SI.com.   7.     What is the future of financial fraud? Jonathan Karpoff in the Harvard Law School Forum on Corporate Goverance. 8.     Will FinTech be the great enabler of the next Industrial Revolution? Ingrid Vasiliu-Feltes on xpertsleague.com. 9.     The Everything Compliance gang is back. In this episode, they consider what enforcement might look like under a Trump or Biden Administration. Listen here.  10.  On the Compliance Podcast Network, on 31 Days to a More Effective Compliance Program, we  continue our exploration of compliance for Business Ventures.  Monday-Tying it all together for JVs; Tuesday-Know Your Customer; Wednesday- the Corporate Controller and Business Ventures; Thursday- Financial review of your business venture partner; Friday-Distributors as Business Venture Partners. Note 31 Days to a More Effective Compliance Program now has its own iTunes channel. If you want to binge out and listen to only these episodes, click here.   11.  Join Tom and Sam Silverstein for an Executive Forum on Ethics and Accountability on October 28, 2020 12-1 PM CT. Check at the agenda and register here.  12.  Join Tom, Holly Sais Phillippi, Head of Americas Risk Sales, Refinitiv and Kelly M. Slavitt in a Refinitiv sponsored webinar, The Future of Due Diligence: Third-Party Risk in the Era of COVID-19, Tuesday, October 27, 1-2 PM CT. Check at the agenda and register here.  13.  Check out the replay of the Navex Next 9th Annual Risk & Compliance Virtual Conference event Beyond the Moment. For more information, go here.  Tom Fox is the Compliance Evangelist and can be reached at tfox@tfoxlaw.com. Jay Rosen is Mr. Monitor and can be reached at jrosen@affiliatedmonitors.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

One area not often considered by the CCO as a key part of any compliance regime is the Corporate Controller. The Controller generally has the responsibility to accurately record and report the financial transactions of the company, to design, implement and execute the financial processes and controls of the company to be both effective and efficient, and to safeguard the financial assets of the company. Some of the compliance responsibilities of the Controller include: 1) Designing and implementing internal controls that impact ethics and compliance risks; 2) Accurately recording the financial transactions of the company; and 3) Preventing and detecting fraudulent activity. All of this means, in practical terms the Controller is both being the keeper of the books and records and the implementer of internal controls. Moreover, while many of these internal controls would most probably be viewed financial internal controls, there are additional internal controls which are not financial in nature.  Russ Berland, Chief Integrity & Risk Officer at Aventiv Technologies, has noted, “Those guys live really in the battle zone. They are constantly looking at financial transactions. They’re evaluating them. They’re figuring out where things go within the books and records. They are implementing the processes that should be keeping fraud from happening; keeping bribery and corruption from happening.” These benefits are not a one-way street for compliance as a Controller benefits from a closer relationship with the corporate compliance function as well. They can leverage compliance resources. The compliance function can bring its observations and insights from investigations and emerging risks to the Controller. A closer collaboration will broaden awareness of compliance risks which relate to the company’s financial processes. By more fully integrating compliance into the Controller function a more robust picture of enterprise risk emerges, one which encompasses legal, compliance, ethics, internal controls, financial, business and governance risks. Three key takeaways:  CCOs need to integrate the function of the Controller into their compliance regime. Offshore payments must be flagged for further investigations. The Controller is both the keeper of the books and records and the implementer of internal controls.

We discuss the importance of having a financial foundation, investing in yourself and having mentors. Rene shares her personal story, career path and her amazing involvement in the community. We talk about how important it is to empower and inspire others to strive for more. I do not share a quote for this episode as she includes 2 great ones during our discussion regarding dignity and community. Renee Willis is a Servant Leader who has been married for 33 years. She has two children and one grandchild. She grew up in New York City and moved to Los Angeles at the age of 19 to embark on a career in the Legal and Accounting Field. She landed a position as a Legal Secretary for Capital Records and traveled up her Accounting career path to becoming a Corporate Controller. It took her 13 years on and off in night school to earn her MBA. With her career and professional development training in accounting, education, and project management skills she founded Competitive Edge Education aka CEEBS a consulting firm. For 17 years every 6 months she and her husband lead a team of volunteers to Downtown Los Angeles Skid Row to feed over 1,100 people with her Labor of Love colleagues. For 30 years you would find her on the Praise and Worship team and choir on Sundays. She is also a CASA which is a Court Appointed Special Advocate for Foster Youth. Her latest project is delivering The Financial Foundations Series: “Banking on The Future, Dollars, and Sense, Show Me The Money.” These are Financial Literacy Workshops offered to youth/teens, adult learners, and parents. They are hosted in English and Spanish. and they are FREE. Reach out to her for more information on when the series will be starting again. They are typically on Friday evenings from 6:00pm-7:00pm PST and are held virtually. She covers topics such as banking, budgeting, credit, investing, and insurance. Contact Information: Renee C. Willis, MBA - Principal/Founder CEEBS Consulting - Competitive Edge Education and Business Services 626.818.3631 Renee@ceebsconsulting.com www.ceebsconsulting.com --- Support this podcast: https://anchor.fm/elisesanchez6/support

Inspirational and passionate international entrepreneur, motivational speaker, consultant, coach, advisor, mentor, author, teacher and trainer. Seasoned business leader in a variety of fields including personal and professional development, technology, computer design and manufacturing, accounting and consulting, and study abroad and educational travel. Experience includes startup and entrepreneurial companies, senior executive management, finance and accounting, general management, board of directors, investor relations, sales and marketing, engineering and product development, field operations, P&L, multimillion dollar debt and equity financial transactions, fund raising, private placements, venture capital, negotiations, high performance teams, turnaround and downturn management, liason with corporate attorneys and external CPAs, busines plans, budgets, trademarks and patents, high tech, purchasing and logistics, senior executive leadership as a CEO, President, Board of Director, CFO, Treasurer, Secretary, Corporate Controller and Senior Auditor (KPMG Peat Marick). Specialties include coaching and training, motivational speaking, startup companies, financial equity transactions, driving and leading companies and teams, sales, operations, accounting and finance. Building and motivating a senior management team, keen financial acumen, exceptional judgement, and high energy and enthusiasm. Fluent in Spanish. Worked and lived internationally for over 12 years. Traveled extensively including Europe, Africa, South and Central America, Asia, and Canada. MBA and CPA.  Support this podcast

What's Up Trendsetters!Today,  I talk with Susan Vosper, the Chief of Staff for Customer Service and Support at Microsoft and former Assistant Vice President for Alumni Engagement at Seattle University.Today's trend lines include:- power of partnership,- corporate alumni groups, and- lessons learned in corporate life and higher education.BioAs Chief of Staff for Customer Service and Support at Microsoft, Susan serves as an integral member and trusted advisor of the senior leadership team. She also leads Strategy & Business Planning which drives shared services for the organization including strategic planning, business management, communications, and employee experience.Susan came back to Microsoft in October 2017 after successfully serving for 20 years building upon a broad portfolio of skills in operations, product planning, and change management. She backed the development of the company's first sales operations team tasked with supporting Inside and Outside Sales. As a Business & Product Management Leader, Susan led strategic planning efforts and execution of initiatives such as leading organization development across global teams responsible for the delivery of technical support for Microsoft's cloud services. Susan also brings significant business planning expertise through her experience overseeing the Corporate Controller's office where she developed key financial and performance reporting, communications and strategic plans.Prior to coming back to Microsoft, Susan spent over 6 years as Assistant Vice President at Seattle University where she oversaw the strategic direction for the alumni engagement strategy and outreach efforts. Susan built a world-class Alumni Engagement Office by restructuring their business based on a customer relationship management model, designed to position the institution as a forward-thinking organization igniting human potential and forming leaders for purpose and impact. Susan excels at setting organizational vision, leading major change, scaling operations, and building positive organizational culture.She holds a BA in Psychology & Communications and a Leadership Executive MBA, both from Seattle University.On a personal note, Susan is married to Douglas and both are avid dog lovers with two golden retrievers Jupiter (11) and Darby (6). Outside of family, Susan is passionate about creating great experiences for customers and employees, creating clarity and strategic direction, and helping her team achieve their goals as well as reading, gardening and being a fitness junkie. 

In this series we spoke with Teri Reinseth, Corporate Controller & CAO, 3M Company Calvin Harris Jr., SVP, Finance and CFO, National Urban League Dennis Dahlen, CFO, Mayo Clinic Daniel Crumb, CFO, Kansas City Chiefs Football Club In this episode of the Financial Executive Podcast we speak with Paul McDonald, senior executive director of Robert Half and Christopher Wright, managing director of Protiviti, in order to break down and understand some of the challenges these leaders discussed. Special Guests: Christopher Wright and Paul McDonald.

We're all in business to bring in revenue, make an impact, create a difference in the lives of the people we serve. But when we take a step back and look at the big picture, we realize that our financials play a significant role in how we can grow. Strategically looking at the numbers, figuring out what they mean, and acting upon what is the wisest decision for our business is what today's guest, Heather Craig, is all about. Heather shares how critical it is to look at our numbers, why we should care, and how it can help us create and build an even greater legacy in our businesses.  About Heather:  A native of east-central Indiana, Heather’s childhood growing up on a corn and soybean farm instilled a work ethic and appreciation for the nuances of small-business accounting that reached far beyond farming. After graduating from Purdue University with a degree in Agribusiness Management, Heather went on to receive her Master’s Degree in Accounting and Financial Management from DeVry University. Combining her love of accounting with her experience in agriculture, Heather served as the Corporate Controller for a large (public-reporting) fuel ethanol plant. In her 11 years as Controller, Heather’s work offered a great deal of opportunity to evaluate and streamline accounting systems and processes and led to her true passion of leading organizations through financial growth and transformation. Now, Heather harnesses these same principles to help small and mid-sized businesses thrive. She is working to change the relationship you have with your accountant/CPA so that it is more beneficial and provides for sustainable growth. Subscribe to the podcast and connect with me for even more support and training on your legacy brand message. Join The Legacy Entrepreneur community here for connection and discussion!

Alumni Melinda Brown discusses what it's like working in a highly competitive environment and how to stand out in the corporate world. Melinda has years of experience in such an environment from when she served as Senior Vice President of Global Financial Shared Services at PepsiCo, one of the world’s largest food and beverage companies. She later moved on to be named Senior Vice President and Corporate Controller for Coach. Her experiences really show what it takes to make it.Host: Dominic ZaleskiMusic by David Hilowitz and Rony Friedman 

Chris Clulow has been the Corporate Controller of Cummins Inc. since March 1, 2017. As Controller, he is responsible for Cummins’ global accounting processes, financial reporting, accounting policy, Sarbanes-Oxley compliance, and finance systems. In addition, Chris has oversight over global risk and insurance, government contract compliance and finance & accounting transformation. In this episode of Count Me In, Chris talks about how technology has changed the role of the accountant and controller, explains how strong leadership has helped him embrace technology and lead his team during the current crisis, and predicts what others will expect of the finance and accounting professionals in the future. Download and listen now!

Linda was born and raised in South Dakota, and has called Redding, California her home since 1997. She has her own business as a Financial Coach & CPA. Prior to starting her Financial Coaching business, Linda was a Financial Advisor for 10 years. She has also been a Corporate Controller for a Fortune 500 company and CPA with Ernst & Young CPAs. Linda has an MBA in Finance from California State University San Bernardino and has been a CPA since 1988. Linda is actively involved in her community with The Women’s Fund as the Treasurer, Assertive Women Entrepreneurs and Women of Vision. She has been active in Soroptimist International, and Girls Inc. She also supports women-owned businesses as an Activator with SheEO, and is active in the National Cinderella to CEO Awards Program. Linda is a member of the California Society of CPAs. Linda has two children and three grandchildren. She enjoys traveling, reading, gardening, and everything about wine. Linda’s mission is to empower women with smart strategies for a successful, stress-free approach to money. Through inspiration and education, Linda guides women into clarity and confidence in their finances so they can live the life they desire. Join Linda for her Women Talk Finances Happy Hour! www.lindalingo.com https://www.facebook.com/lindalingofinancialcoach/ instagram.com/financialplanningwithflair linkedin.com/in/lindalingo

What is a controller? Coffee Break Session Host Alexa Cook talks with Kyle York, Corporate Controller at Commercial Contracting Corporation to discuss the roles of a controller. They provide an overview of the controller’s function, how the position can vary across the public and private sector and its different levels.

From tax deductions to starting your own retirement plan when you're self-employed, Farnoosh and co-host Crystal Lewis answer your biggest money questions of late. Co-host Crystal Lewis is a So Money listener and a Texas Certified Public Accountant with 20+ years of accounting experience. She is currently the Corporate Controller at International Risk Management Institute. She is also a John Maxwell certified speaker, trainer and coach.  She also has great information for parents and young adults seeking financial education at www.lifepreponline.com. 

Chad Wonderling VP Finance, Corporate Controller at SalesLoft is interviewed in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support

In this interview recorded in May 2019 in New Orleans, Blake and David chat with Clint Bowers, CPA and founder of Smart Business Concepts (https://www.smartconcepts.co/) in Dallas, Texas. Before starting his own firm, Clint was a Vice President and Corporate Controller at Borden Dairy Company. Now he uses that experience to provide business owners more visibility, control and understanding of their books.

Episode 39 features David Walker with EBSCO Industries. David is a graduate of Auburn University where he earned a B.S. in Accounting.   He started his career as a CPA with Ernst and Young and later worked for PJ America as VP and Corporate Controller until joining EBSCO Industries in 2000.   David has served EBSCO in a variety of capacities over the past 19 years and currently serves as its President and CEO.  EBSCO is a global company with businesses in a range of industries including Information Services, Outdoor Products, Real Estate, Manufacturing and Distribution, and Business Services.  EBSCO is consistently ranked in the top 3 of Alabama based privately held firms.   David is active in community affairs and currently serves on the boards of Auburn University, Harbert College of Business, Junior Achievement, City of Vestavia Hills, Mayor Financial Advisory Committee, The Distribution Point, and McKinney Capital. David is an outdoor enthusiast, avid reader, and enjoys travel with his wife, Lindy, and their three children. 000006ED 000006E7 0000D417 0000D417 000F2B0F 000F2B0F 0000811B 000080F1 00135B82 0005C9D6

Bringing peace of mind to clients so they can focus on their businesses and not have to worry about daily financial operations are passions of our guest, Traci Yates. She is the founder and owner of Tralissa Inc. which offers bookkeeping, tax, and controller services to small and mid-sized businesses in Texas. Prior to founding Tralissa Inc, Traci served as corporate controller for three businesses. Her experience includes the automotive, lending, and startup industries. During this interview, you'll discover... Importance of the 8300 form to your bookkeeping business How to communicate accurate financial information Tips on saving companies money and improving their efficiency through automation To find out more about Traci Yates, visit https://www.thesuccessfulbookkeeper.com.

This week, Jon Powers speaks with, Bill Bush, the Chief Financial Officer of Stem, a leading energy storage company, where he manages the company’s corporate and project financing efforts, guiding Stem from a startup to a $200 million-invested leader in the industry. Prior to joining Stem, Bill was CFO at multiple companies within the solar space, including Borrego Solar Systems, and Solar Semiconductor Inc., leading them to high-growth and profitability. Bill brings a wealth of accounting and financial experience to the clean tech world, previously serving as CFO and Corporate Controller numerous software, and online media companies. Additionally, Bill worked for seven years in public accounting with Ernst & Young (EY) and PricewaterhouseCoopers. We discuss energy storage, and the potentially transformational impact it will have on the energy sector, and what Stem is doing to drive this change. We hope you enjoy our conversation today with Bill as much as we did. Experts Only is made possible by CleanCapital. Learn more: http://www.cleancapital.com Follow on Twitter: @CleanCapital_ Learn more about Stem here: http://www.stem.com/, follow on Twitter: @stempowered

The Biggest Takeaways You Don't Want to Miss in Episode #13:   Why you should pursue the CMA while still in college Why access to the IMA network is crucial to your career How to get promoted to Controller - fast. CMA vs CPA - Which one to choose? Not as obvious as you think. The one thing you need to focus on today to get promoted to Controller tomorrow. Why public speaking is a soft skill management accountants must polish.   To Share Your Thoughts:   Leave a note in the comments section below. Ask a question in the review section of the show in iTunes. Your question may be featured on the show during the Q&A segment. Share this show on Twitter, Facebook, or LinkedIn   To Help Out the Show:   Leave an honest review on iTunes. Your ratings and reviews really help the show and I read each one.

Workday’s Chief Financial Officer, Robynne Sisco, and Corporate Controller, Trish Coughlin, talk about Workday’s adoption of the new revenue recognition standard and lessons they learned in the process.

We were fortunate to have Janice Flynn, the Global Corporate Controller for Rackspace, join us for this episode of Life In Accounting: The Where Accountants Go podcast. Staff Auditor, to VP, and onward… Janice's career has followed the path that most of college students dream of. She started in an internship, her boss referred her into an audit position, she worked for national accounting firms, and now most recently large corporations – progressing with each step along the way.  However, she's very quick to point out that she has had the good fortune to work for some truly exceptional managers. It's those managers that she credits with providing her with all of the opportunities she has been blessed with. Empowerment As we got to the point in the interview where we were discussing Rackspace itself, one of the observations Janice made was that Rackspace is highly efficient when it comes to the implementation of new ideas, particularly given that they are an organization of over 5000 employees at this point!  Empowerment of their employees, or ‘Rackers' as they are called, is key to this efficiency and it's an important competitive advantage in the technology space. Balance & Priorities Obviously any rapidly-progressing career comes with the necessity of having clear priorities. Janice comments towards the end of the podcast that one of the primary reasons she has been able to continue to advance in her career is that she has an amazingly supportive partner in life – her husband.  Without his unwavering support, she would not have been able to have the career she has been blessed with.  This support, along with the advice she received early on in her career that ‘you have to prioritize what you love', has been key to maintaining balance along the way. Janice was very kind to share her time and insight with us. This episode is golden if you are searching for how to have a successful, progressive career and achieve reasonable balance in your overall life. Enjoy! There's more to come… Mark Goldman CPA President – Where Accountants Go www.WhereAccountantsGo.com   If you found this episode beneficial and haven't subscribed yet, please visit https://whereaccountantsgo.com/blog/ and click on the orange “Subscribe” button in the upper right hand corner to be notified every time we post new content. Thank you!

Cozette M. White, acclaimed author, financial analyst and tax strategist, speaker and philanthropic inspires individuals to live in purpose, embrace passion and achieve personal greatness through a balance in work and life.  Cozette’s innovative assessments and methodologies, will guarantee you bottom line results and success.  She has more than 20 years of experience in Corporate America in leadership roles ranging from Project Management to Corporate Controller managing portfolios in excess of $500M. White has been coined “The Money Coach” as a result of her unparalleled ability to empower not only people, but businesses also, to learn to ditch the debt and develop a plan to create the kind of wealth that leaves a secure financial legacy. Danny Hudson has released his debut album, “Wash Me All Over”, as an Independent Artist, to compliment his work as a Pastor, Mentor, Counselor, and Motivational Speaker.  This project consist of songs written out of the pain and loneliness of being apart from Christ; but understanding you can always come home.  The journey has been especially rewarding in that many of these songs, written 10-15 years ago, have come to life, and are touching the lives of so many.  This project is a story, a journey; almost a symphony of years played out by the heart of a servant who has gone from faith to rebellion, slipping in the dark world of loneliness.  However, he has the courage to “come to himself” and know even though he has been in the pigpen of life, there is always comfort in Father’s house.Danny Hudson

Several years ago, Jen Gardner saw a flyer for learning roller derby basic skills. She thought she might enjoy it because she grew up figure skating and tried her hand at hockey in college but couldn't quite master the puck handling. After a few roller derby lessons, it was clear she was a natural and now she's a regular player on Mob Squad in the Providence Roller Derby League. In this episode, we talk about how letting professionalism win turns you into a stock photo. Like many of us, Jen was reluctant to share her roller derby passion with coworkers and clients because of the firm culture and how she felt others would judge her. A combination of moving to a different company and being more experienced with her work, she found that as she started talking about her hobbies more, people started to open up as well and stronger relationships were formed. So much so that the owner of her current firm has attended some of her roller derby bouts! Jen Gardner is the Corporate Controller at The Copley Consulting Group. Prior to that, she worked in public accounting and then in a company’s Internal Audit Department. She is a graduate of The University of Rhode Island with her M.S. in Accounting.

If business planning and the thought of writing a business plan makes your eyes glaze over, fasten your seat belt as host Hanna Hasl-Kelchner explores how to simplify the process so you can unlock the secret to more business success with Carl Baumann.   WHAT YOU'LL DISCOVER ABOUT BUSINESS PLANNING: How business planning leads to more achievement and success  The essential elements of a solid business plan Where entrepreneurs often get stuck in business planning process and how to get unstuck The amount of detail your need in your business plan The biggest mistake entrepreneurs make in business planning And MORE GUEST:  Carl Baumann is a certified business mentor with https://chapelhill.score.org/ (SCORE) specializing in counseling in business planning, strategic planning, general management and management finance & accounting.  In the last 4 years, Carl has had 37 clients launch businesses creating over 151 new jobs.  Carl teaches business planning courses and seminars for SCORE at the Durham Tech, Central Carolina Community College and Wake Tech Small Business Centers.  Carl's work with SCORE is the culmination of a 34 year career, some of it in commercial banking with First Citizens Bank and most of it with the Miller Brewing Company in numerous financial positions including Brewery Controller, Corporate Controller and Group Director – Sales & Marketing Finance.  Carl earned a bachelor's degree in Business Administration from UNC Chapel Hill and an Executive MBA from the Peter F. Drucker Graduate School of Management, Claremont Graduate University, Claremont, CA. RELATED RESOURCES:Contact Carl at http://chapelhill.score.org (SCORE) and check out the resources referenced during the show http://sbtdc.org/pdf/startup.pdf (SBTDC Business Start-Up Resource Guide) http://www.sare.org (Building a Sustainable Business – A Guide to Developing a Business Plan for Farms and Rural Businesses) developed by the Minnesota Institute for Sustainable Agriculture.  Co-Published by The Sustainable Agriculture Network http://www.amazon.com/gp/product/0631208399/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0631208399&linkCode=as2&tag=businconfinow-20&linkId=G4TXVIIG6TLSYLAZ">Strategic Thinking for Smaller Businesses and Divisionshttp://www.amazon.com/gp/product/0133506975/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0133506975&linkCode=as2&tag=businconfinow-20&linkId=CBNT3YR3N4WM6JJ5">Preparing Effective Business Plans: An Entrepreneurial Approach (2nd Edition) (Pearson Entrepreneurship)http://www.amazon.com/gp/product/1933895462/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1933895462&linkCode=as2&tag=businconfinow-20&linkId=4WTP6MWE27H4W6UO">Successful Business Plan: Secrets & Strategies (Successful Business Plan Secrets and Strategies)http://www.amazon.com/gp/product/1933895411/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1933895411&linkCode=as2&tag=businconfinow-20&linkId=EYGJ4E5LBGE6KL46">Six-Week Start-Up: A step-by-step program for starting your business, making money, and achieving your goals!http://www.amazon.com/gp/product/0470876417/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0470876417&linkCode=as2&tag=businconfinow-20&linkId=7IH26GTGPT2TLJBE">Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengershttp://www.amazon.com/gp/product/0974080136/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0974080136&linkCode=as2&tag=businconfinow-20&linkId=LEY2NDVZCDBT56RU">Successful Business Research: Straight to the Numbers You Need -...

Hay House Author Radleigh Cristian Valentine is a professional intuitive, speaker, author, spiritual advisor, and a recovering Certified Public Accountant. He is the co-author with Dr. Doreen Virtue of the best selling Angel Tarot Cards, Archangel Power Tarot Cards, The Big Book of Angel Tarot, and Guardian Angel Tarot Cards.  His oracle card deck, Angel Answers will be out in December 2014. Radleigh was born and raised in the southeastern United States. He began to exhibit unusual abilities to “know” things that he could not have known at the age of five. While this is a “totally wicked!” thing to be in Southern California, it was generally considered just to be “wicked” in Tennessee. So Rad kept most of his “knowings” to himself and went on to become a CPA. Yes, that’s right. He became a Certified Public Accountant. (You can shudder. It’s okay.) Enormously successful in business, Rad was instrumental in building three exciting start up businesses; two of which became multi-million dollar businesses. He held titles such as Vice President and Corporate Controller and Vice President of Financial Communications; managing hundreds of people at a time. Little did his supervisors, peers, and employees in business know that his success was partially due to him being “the guy with something extra.” Over time, counting money and finding financial security wasn’t enough. Radleigh began to turn his sights back to the part of himself that was powerfully intuitive. He found amazing mentors like Dr. Doreen Virtue and John Holland to help him hone his skills. He became an expert in Tarot and the author of the enormously popular Radscopes which blend Tarot and Astrology. Radleigh started to notice that some people seem to be able to, as if by magic, have a wonderful life where wonderful things just fall from the sky while others struggled to make it day to day. For some, life was but a dream. For others, a nightmare. But why? Soon thereafter, Radleigh left the world of accounting and big business altogether for a world of magic and metaphysics. He became fascinated with quantum physics, angels, and how we as humans create our own reality. He began to study the works of today’s greatest thinkers regarding how we shape our own destinies. Today, Radleigh is an experienced and enchanting public speaker, bringing his unique voice and sense of humor to everything that he does. He is especially gifted at breaking down complicated concepts in a way that is engaging, fun, and easy to understand. When he conducts a seminar, Radleigh has the ability to connect personally with each member of the audience and to truly understand their needs and goals. As a powerful claircognizant and medium, Radleigh’s readings reflect a view of life that is positive and self-empowering of the individual. He is a very compassionate intuitive who has the magical ability to help people see the beauty in themselves and in almost any situation. His demeanor is friendly, warm, and peaceful. And he often uses his southern charm as well as the power of laughter to dissipate worry for his clients. A reading with Radleigh brings moments of clarity and awakening but it is also a lot like chatting with a friend. Radleigh’s weekly radio show “Magical Things” airs on Hay House Radio every Thursday at 2pm Pacific.  He has also been featured on the TV show “Beyond Belief with George Noory.” “The world is full of magical things, patiently waiting for our wits to grow sharper.” Radleigh believes his purpose is to help others sharpen those wits. And to show them that life, is magic. For more information about Radleigh, visit his website at http://radleighvalentine.com   ______________________________________________________________   This week's sponsors: Jeff Finley, check out his book, podcast and blog at    https://makermistaker.com/path/   William Buhlman, check out his books, workshops and audio products at http://www.astralinfo.org   ______________________________________________________________ About Path 11 Productions: You can find DVDs of our films on our website at thepathseries.com or by streaming on vimeo.com, gaia.com & itunes find us on facebook and follow us on twitter, @thepathseries

-Originally aired on 11/07/2015- Episode 40 of "In The Oil Patch" This week on "In The Oil Patch": host Kym Bolado and her co-hosts Alvin Bailey and Roy Holley have Paula Waggoner-Aguilar in the studio! Paula is a returning guest on the show and we love having her speak to us about the energy industry because she is not only extremely passionate about what she does, but she's also a revolutionary woman in the industry. A Dallas-born CPA, Paula has risen in the ranks at some major companies which propelled her to become the owner of her own company, The Energy CFO. Listen to her remarkable story by streaming the episode in the player! From The Energy CFO's website: "Paula is a successful senior finance executive with 20+ years working for entrepreneurs, independent exploration and production, midstream master limited partnerships, integrated energy, natural resources, and oil field service companies. She has significant experience working with senior executive leaders and entrepreneurs, executive boards, private equity, external stakeholders, and investment committees. Likewise, she has an impressive track record helping entrepreneurs and public companies with corporate finance fundamentals, helping grow their businesses, optimizing operations and processes, leveraging and integrating technology, tackling tough problems, and building and coaching strong finance and accounting leaders and departments. ​ "Paula has held several senior leadership roles in finance, investor relations, financial planning and analysis, production planning, upstream commercial risk management, controllership, accounting, and transaction advisory (greenfield development, acquisitions, divestitures, and derivatives) and has served as Chief Financial Officer (CFO), Interim CFO, Vice President & Business Controller, Corporate Controller, Mexican Business Controller, Co-Director of Investor Relations and Financial Planning & Analysis, among others, for private companies and publically traded US, European, and Australian Global 500 corporations and joint ventures operating in the US and Latin America. Some of the more notable energy companies Paula has worked for include Lewis Energy Group, Buckeye Partners, BHP Billiton, GDF Suez, Duke Energy, Enron International, and Halliburton. Paula is also an Ernst & Young Alumni. "In October 2014, Paula was awarded 2014 BEST CFO for Private Medium Companies by the San Antonio Business Journal. In addition, the San Antonio Business Journal also featured Paula in their November 28, 2014 issue of Who’s Who in Energy in San Antonio. Paula is originally from Dallas, Texas. She met her husband Roland Aguilar in 1999 while working in Brazil. Paula and Roland live in San Antonio, Texas and share their home with 3 rescue dogs." Learn more about Paula Waggoner-Aguilar: http://www.theenergycfo.com Share, follow and like us on Soundcloud, Facebook, Twitter and LinkedIn! "In The Oil Patch" is brought to you by SHALE Oil & Gas Business Magazine and proudly sponsored by the South Texas Energy & Economic Roundtable (STEER) and the Kahlig Auto Group. Stay tuned for more great episodes every weekend! For our full schedule, please visit our Radio Show Schedule page and if you have any questions for our experts, please email them to radio@shalemag.com. Photo Credit: http://www.theenergycfo.com

Mitch Cohen, Partner, PricewaterhouseCoopers and Dennis Hickey, Vice President & Corporate Controller, Colgate-Palmolive share their career experiences, talk about qualifications essential for accounting professionals, and provide insights from international business perspectives at the JobSmart Career Hour, the Executives On Campus Program. The event takes place on April 17, 2007, at the Baruch College Vertical Campus, Room 14-235, moderated by Baruch student Linda Baharestani.

Mitch Cohen, Partner, PricewaterhouseCoopers and Dennis Hickey, Vice President & Corporate Controller, Colgate-Palmolive share their career experiences, talk about qualifications essential for accounting professionals, and provide insights from international business perspectives at the JobSmart Career Hour, the Executives On Campus Program. The event takes place on April 17, 2007, at the Baruch College Vertical Campus, Room 14-235, moderated by Baruch student Linda Baharestani.