Podcasts about Corporate finance

In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Tune in for deeper insights. Want to dive deeper into Leading Practices in Treasury? Download the eBook or listen to the audiobook here Alternatively, you may view the video version here

In this premiere episode of The Bitcoin for Corporations Show, host Pierre Rochard, CEO of the Bitcoin Bond Company, explains how Bitcoin is transforming modern corporate finance.Coming off the heels of the landmark Bitcoin for Corporations 2025 event co-hosted by Strategy (formerly MicroStrategy), this episode delivers a masterclass on why Bitcoin is being adopted by leading firms around the globe—from Japan's Metaplanet to America's fastest-growing Bitcoin treasuries.We explore the corporate Bitcoin flywheel, examine the MSTR strategy, and analyze global adoption trends including sovereign wealth funds and newly public firms like 21, Strive, and Nakamoto.Whether you're a CFO, institutional allocator, or strategist, this show is your front-row seat to the future of finance.Chapters:00:00 – Intro: The Speculative Attack Thesis01:00 – Meet Your Host: Pierre Rochard02:45 – Challenges Facing CFOs Today05:00 – Bitcoin as a Balance Sheet Solution09:30 – Bitcoin's Monetary Policy & Technical Reliability17:00 – Structuring Financial Products Around Bitcoin24:00 – Bitcoin vs. Gold, Real Estate & Global Assets28:00 – Corporate Demand is Outpacing Bitcoin's Supply29:30 – Strategy's Convertible Bond Model39:00 – The Corporate Bitcoin Adoption Flywheel42:00 – Global Case Studies: Metaplanet, Blockchain Group, 21, Strive, Nakamoto45:30 – What's Next: Guests, Metrics, and the Road AheadFollow Pierre Rochard on X: https://x.com/BitcoinPierreFollow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsFollow Spencer Nichols on X: https://x.com/DeSpencer_

In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the core strategies behind building a scalable business in uncertain conditions.We explore real-world case studies highlighting what differentiates successful startups, including Amazon, Airbnb, Shopify, and Mailchimp. We also examine the risks behind failed strategies from companies like WeWork and Blue Apron, showing why financial discipline and adaptability matter more than ever in early-stage finance.If you work in FP&A, corporate strategy, venture capital, or are part of a fast-growing startup, this episode will help you navigate growth metrics, funding rounds (Seed, Series A, B, and beyond), and the key financial decisions determining startup survival.Subscribe to FinPod for deep dives on startup finance, corporate modeling, and actionable insights for modern finance professionals.

In this episode of CFI's Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis.Celine originally studied general management and had little interest in finance. But her curiosity grew after watching friends trade stocks and exploring the markets independently. That curiosity led her to CFI's Capital Markets & Securities Analyst (CMSA®) program. This turning point helped her understand how markets move, what drives volatility, and where she might fit in.Through short-term internships in credit, investment banking, and macro research, Celine quickly determined what she liked (and didn't like). Now, she's wrapping up her Master's in Financial Markets, eyeing future roles in credit and alternatives, and preparing to pursue her CFA and CAIA. This conversation is valuable for anyone considering a transition into finance without a traditional background.

What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market share.In this episode of FinPod, we explore:What economic moats are and why they matterThe five types of moats: brand power, network effects, switching costs, cost advantages, and regulatory protectionHow to spot a company's moat through financial metrics like ROIC, gross margins, and free cash flowReal-world examples: Apple, Visa, Google, and cautionary tales like Blackberry and KodakHow finance teams like FP&A, valuation, and strategy roles protect and grow moatsThe future of moats: data, platforms, and the power of adaptabilityHow YOU can build your own personal career moat to stay competitiveIf you work in finance or strategy or are curious about how businesses stay competitive long-term, this episode is packed with practical insights.#EconomicMoats #CorporateFinance #BusinessStrategy #FPA #FinanceCareers #FinPod

In this episode of FinPod, we unpack one of the most critical topics in finance today: risk management. From inflation and interest rate hikes to global supply chain volatility, companies are navigating more uncertainty than ever, and effective risk strategies have become essential for survival and growth.If you're in FP&A, corporate strategy, or financial leadership, this episode will help you strengthen your company's defenses—and turn risk into opportunity.

In this episode of Careers in Finance, we sit down with Paul Barnhurst—also known as The FP&A Guy—to explore what it means to build a career in Financial Planning & Analysis. From his early days in procurement to leading FP&A functions across multiple companies, Paul shares how the role has evolved into one of the most strategic areas of corporate finance today.If you're exploring a future in FP&A—or wondering how to turn finance experience into something entrepreneurial—this is the episode to tune into.

Artificial Intelligence (AI) is rapidly reshaping corporate finance, moving beyond simple automation to become a powerful strategic partner. Discover how AI is fundamentally changing financial decision-making in this Deep Dive episode of Corporate Finance Explained (FinPod).Explore the AI transformation in finance, from AI-powered forecasting and dynamic financial modeling to real-time risk management, intelligent capital allocation, and sophisticated fraud detection. Learn how leading companies like JPMorgan Chase, Unilever, BlackRock, Goldman Sachs, Siemens, Procter & Gamble, and Airbnb are leveraging AI to gain a competitive edge. We also delve into the profound impact artificial intelligence is having on finance careers, redefining the skills and mindset required for the modern, data-driven strategic finance professional.Whether you're in FP&A, Treasury, Investment Banking, or any strategic finance role, understanding AI's impact is crucial. This episode unpacks how to harness the power of AI to think faster, act smarter, and drive lasting impact.

Part 1:We talk with Professor Barnet Sherman, Multinational Finance and Trade,Boston UniversityDuring his 30+ year career on Wall Street, Barnet Sherman grew and managed multibillion dollar portfolios for Morgan Stanley ($3B) and TIAA ($10B) as well as founded a hedge fund. Now a Professor at Boston University, he draws on these experiences in both his Multinational Finance & Trade and Corporate Finance classes to give graduate students professional insights on these complex topics. A Senior Contributor to Forbes.com, he continues to write extensively on the capital markets.We discuss the effect of discouraging students from around the world from coming the the US for education. Education is our 10th largest export, and it contributes billions of dollars in both direct payments (tuition, rents, etc.) and also as multiplied by creating and supporting jobs in the US.The administration is targeting foreign students, by taking actions against them, by either cancelling visas, and deporting many students. This discourages potential students from coming. Additionally, the 'brain drain' thus caused will stifle much development and invention activity. Faculty will likely also choose to go to 'friendlier' countries to work. Colleges and universities, who are subsidized by international students who pay 'full freight' will lose revenues, and will likely have to close. Nationally, $2.3 Billion is the estimated annual revenue contribution.Part 2:We talk with Lori Wallach, Director, Rethink Trade Program at the American Economic Liberties Project.RethinkTrade.orgWe discuss how tariffs should work to aid a real economic plan. We discuss the role of targeted tariffs, and paired with investments in-country in economic development in the country, along with the economic advantages to workers as a result. Inbalances in trade can be resolved, but they must be more than a "beggar thy neighbor" policies, which do not work. Instead, we discuss how the US should approach trade with other countries, and develop resilience in its supply chains.  Music: David Rovics WNHN.ORG  production 

In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

Tune in for expert Cash Flow Management and Liquidity Strategy insights vital for Business Survival and sustainable Business Growth. This Corporate Finance Explained episode delivers essential Corporate Finance principles, focusing on Managing Cash Flow effectively for optimal Financial Health. Learn crucial Financial Management tactics.We analyze Cash Flow Forecasting techniques, strategic Scenario Planning for Finance, and practical Working Capital Optimization. Understand the critical Finance Strategy and Financial Planning differences that separate thriving businesses from those facing Business Failure. Explore why Profitability alone isn't enough without solid Cash Management.Study real-world examples: learn from the Cash Flow Problems leading to failure (Toys R Us, WeWork analysis) and the successful Liquidity Management and Working Capital strategies of industry leaders (Amazon Cash Flow Strategy, Walmart Inventory Management, Apple Cash Reserves). Equip your Finance Team, FP&A Analysts, and Finance Leadership with actionable Financial Analysis and Treasury Management strategies to protect and grow your business.

Pushpendra Mehta meets with Craig Jeffery, Managing Partner at Strategic Treasurer, to explore how treasurers can prepare for tariff-induced risks and uncertainties. For further reading, visit the following links: 2025 Tariffs and Treasury: Measuring the impact and navigating uncertainties Five steps to help CFOs and treasurers mitigate the impact of new or higher tariffs

In this special episode of CFI's FinPod, we're joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst, to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capital markets, and investment banking.We discuss how tools like ChatGPT are already changing workflows, why Python and Excel are still essential to your skill set, how to stand out in the hiring process, and what finance professionals need to thrive by 2030.

Looking to grow your treasury career or boost your qualifications?We've partnered with the AFP to offer $150 off both your CTP or FP&A study and exam registration – yes, that's $150 off each! Plus, we've got $150 off your AFP Boston 2024 conference ticket too.

How do investors, analysts, and companies decide what a business is really worth? In this deep dive episode of Corporate Finance Explained on FinPod, we unpack the fundamentals of corporate valuation—from enterprise value vs. equity value to the tools used by top professionals.You'll learn how to use DCF analysis, comparable company analysis (CCA), and precedent transactions to value a company—and how FP&A teams use these skills internally to guide smart decisions. We also explore the human side of valuation, how Warren Buffett thinks about “intrinsic value,” and why these concepts matter in your life and career. Whether you're in investment banking, FP&A, or just curious about how valuation works, this episode breaks it all down.

Matt and Nic are back with another week of news and deals. In this episode:  Is dedollarization happening? The SEC's Division of Corporate Finance released a "Statement on Stablecoins" The US Justice Department has disbanded its National Cryptocurrency Enforcement team The SEC releases new guidance on securities offerings in crypto markets FDIC Chair relaxes rules on crypto activities at banks Paul Atkins is confirmed The SEC has approved options trading for spot ETH ETFs Tether is exploring a US stablecoin Janover is doing a Microstrategy for SOL strategy Michelle Bowman is launching a review of the Fed's failures in 2023 around the banking crisis What happened to Signature?  Matt's critter situation Content mentioned: SEC, Offerings and Registrations of Securities in the Crypto Asset Markets

Mergers & Acquisitions (M&A) shape the corporate landscape, but what makes a deal successful? In this episode of Corporate Finance Explained, we break down the M&A lifecycle, from valuation and financial modeling to financing strategies and post-merger integration.Through real-world case studies—including Disney's acquisition of 21st Century Fox and Microsoft's acquisition of Activision Blizzard—we explore how financial professionals analyze synergies, assess risks, and drive corporate growth through strategic investments. Learn how FP&A teams play a critical role in the integration process and how data-driven insights can make or break an M&A deal.

Thinking of starting your own business after a career in finance or accounting? In this episode of Careers in Finance on FinPod, we talk to Bob Wang—CPA, entrepreneur, former Deloitte leader, and fractional CFO—about his journey from audit to acquisition and everything in between.Bob shares how he built and sold his first accounting firm, the lessons he learned while scaling to 30+ employees, and how he uses his private equity experience to help small businesses grow through M&A. We also dive into the realities of leadership, balancing family and entrepreneurship, and why knowing yourself is the most underrated skill in a finance career.Whether you're in FP&A, public accounting, or considering a career pivot—this episode offers wisdom, strategy, and inspiration from someone who's done it all.

FinPod's 100th Episode: The Future of Finance CareersIn this special episode of CFI's FinPod, we're joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capital markets, and investment banking.We discuss how tools like ChatGPT are already changing workflows, why Python and Excel are still essential to your skill set, how to stand out in the hiring process, and what finance professionals need to thrive by 2030. Whether you're breaking into finance or growing your career, this episode covers the trends and tactics that matter most.

Alok Sama spent years in corporate finance and as a managing director at Morgan Stanley before joining Softbank as CFO and plunging into founder-CEO Masayoshi Son’s world of high-speed, high-risk decision making. For Sama, the shift involved many eye-opening experiences, which he later shared in a memoir, titled The Money Trap: Lost Illusions Inside the Tech Bubble (St. Martin’s Press, 2024). In this episode, Sama speaks with McKinsey senior partner Vik Malhotra, who is based in our New York office, where he counsels CEOs and corporate boards and serves as our firm’s Chairman of the Americas. Vik is also a co-author of the New York Times bestseller, CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest. The two talked about what it was like to work with SoftBank founder and CEO Masayoshi Son, negotiating deals such as Softbank’s $32 billion acquisition of the British chip design company Arm Holdings, and why Alok decided to return to school in his 50s to earn a master’s degree in fine arts. Related Insights CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest. The CEO as elite athlete: What business leaders can learn from modern sports How AI is transforming strategy development Palo Alto Networks CFO on AI, cybersecurity, and the finance leader’s mandate The Seasons of the CFO Achieving growth: Putting leadership mindsets and behaviors into action McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

By the year 2035, we will likely be able to utilize AI to crunch complex data sets and produce far more accurate predictions of the future, for everything from stock market fluctuations to consumer trends. Already, meteorologists are using AI to improve weather forecasting—for instance, by more accurately predicting when a hurricane will make landfall. But BCG's Alan Iny says this does not mean that business leaders will be able to dispense with planning for multiple scenarios. Predictions will never be perfect—and everyone will have access to the same tools—so strategic planning will remain critical even as it evolves in new ways. Learn More: Imagine This: https://lnk.to/imagine-this-general-show09Alan Iny: https://on.bcg.com/4fCNDo5 Are Leaders as Prepared for Strategic Risks as They Think They Are?: https://on.bcg.com/3AXqw8J BCG on Corporate Finance and Strategy: https://on.bcg.com/496c3Ek CEO Moments of Truth: https://on.bcg.com/ITMoT This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

How do top companies manage their cost of capital for sustainable growth? In this episode, we explore how Tesla, Amazon, and Apple optimize their Weighted Average Cost of Capital (WACC) to make smarter financing and investment decisions.What You'll Learn:What is WACC & why it matters in corporate financeDebt vs. equity financing – How companies balance funding sourcesHow beta, credit ratings, and market conditions impact WACCReal-world case studies – How Tesla structures financing & how Apple lowers its WACCHow FP&A teams use WACC in valuation, M&A, and capital budgetingProven strategies to reduce WACC and maximize shareholder value

How do major corporations manage billions in cash while minimizing financial risk? In this episode, we explore treasury management strategies used by Apple, Microsoft, and Coca-Cola to handle liquidity, working capital, and funding decisions.Key Topics Covered:How Apple invests in short-term securities to optimize liquidityHow Microsoft moves global cash reserves to lower tax burdensHow Coca-Cola hedges against currency risk to stabilize revenueThe difference between short-term vs. long-term funding strategiesTreasury teams don't just manage cash—they drive financial strategy. If you're an FP&A analyst, treasury manager, or finance leader, this episode is packed with real-world insights to help you level up.

In this Member Spotlight episode on FinPod, we meet Flavio Simoncini—an early-career finance professional currently in a three-year graduate program at Ecolab. Based in Kraków, Poland, Flavio shares what it's like to rotate through roles in FP&A, supply chain finance, and commercial finance while navigating the challenges of working closely with top management in a global company.Flavio also opens up about his international education experience in Italy, Germany, and the Netherlands, his passion for languages, and the importance of soft skills like communication and stakeholder management in corporate finance.Whether you're starting your finance career or considering a graduate program in FP&A, this episode offers a grounded, real-world perspective on what it takes to succeed.

How do top companies use FP&A to drive business strategy? In this episode, we break down how Tesla, Netflix, Amazon, and more leverage Financial Planning & Analysis (FP&A) to optimize corporate decisions.Tesla's FP&A strategy – How it funds billion-dollar GigafactoriesNetflix's financial modeling – The numbers behind content funding decisionsAirlines & real-time pricing – How FP&A dynamically adjusts ticket faresAmazon & Walmart's demand forecasting – How finance predicts seasonal salesFP&A isn't just about numbers—it's about making high-impact decisions. If you're an FP&A professional, analyst, or finance leader, this episode is packed with real-world insights to help you sharpen your strategic finance skills.

In this episode of Corporate Finance Explained, we explore the strategic power of Financial Planning & Analysis (FP&A) in driving business success. From dynamic budgeting to data-driven forecasting and insightful financial analysis, we break down the key pillars of a high-impact FP&A function. Learn how top FP&A teams align financial strategy with execution, leverage real-time data, and integrate technology for smarter decision-making. Plus, discover why agility and continuous learning are critical for finance professionals aiming to stay ahead.Listen now to gain a competitive edge in FP&A!

In this episode of Careers in Finance on FinPod, we sit down with Nicole Lee, a former UBS executive director who navigated a remarkable career transition after 13 years in banking. Discover Nicole's journey from a role at UBS (including the Chief Investment Office in Wealth Management) into the dynamic world of fintech, and ultimately, launching her own coaching business and the "You Never Know" podcast.If you're seeking personal growth or curious about fintech careers, this episode is packed with insights. Nicole shares the challenges and rewards of stepping outside her comfort zone, building new skills in a startup environment, and finding her true purpose in coaching others. This conversation offers valuable perspectives for anyone in finance careers, investment banking, wealth management, or considering a career pivot. Gain inspiration and practical advice on building a fulfilling career aligned with your purpose.

There's comfort in a C-Suite corporate role, but it can also trigger the question of "what if?" Andre Creighton has successfully played on both sides of the ball. He's a visionary finance leader, with high profile past roles at Cargill and SPIRE Credit Union. He's also launched a startup and now is charged with the CFO and revenue role at PB&J TV. In this download, Kathy & Chris explore Andre's unique career journey, and his commitment to the MSP community.Connect with Versique

In this episode of FinPod, we introduce our latest course: Making Effective Business Decisions—designed to help FP&A professionals and finance teams evaluate capital investments.We walk through the course structure, including a four-step decision-making framework (idea generation, analysis, planning, and monitoring), NPV, IRR, and Excel Solver to prioritize projects under budget constraints. We also explore how this course differs from enterprise-level valuation training by focusing on granular, real-world decisions faced by FP&A teams—from equipment purchases to growth investments.Whether you're in financial planning and analysis or want to strengthen your strategic finance skills, this episode looks inside one of our most practical new courses.

Aubrey speaks to Ndia Magadagela, the CEO and Co-founder of Everlectric, a company that's changing the game in South Africa's electric vehicle industry. Ndia’s journey from corporate finance to building a business at the forefront of sustainability is nothing short of inspiring. She’s also passionate about empowering young people, especially women, to take part in this exciting new industry.See omnystudio.com/listener for privacy information.

Send us a textMaster business finance for free with 100+ video lessons—no gimmicks, no hooks, just valuable knowledge: https://www.byfiq.com/Most companies get stuck in operating finance, but the real power lies in strategic finance where financial insights drive big decisions and long-term growth.In this episode, Steve breaks down the key differences and why mastering both can make you a powerhouse in business. Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Get your copy of Cash Flow today!Continental US: Claim your free copy hereWorldwide: Available on Amazon Support the show

FP&A Explained: How Financial Planning & Analysis Drives Business StrategyFinancial Planning & Analysis (FP&A) is more than just number crunching—it's a strategic function that helps businesses plan for the future, optimize decision-making, and drive growth. In this episode of Corporate Finance Explained, we take a deep dive into how FP&A teams forecast, analyze trends, and influence major business decisions.What You'll Learn in This Episode:The fundamentals of FP&A and how it differs from accountingHow FP&A helps companies launch new products, expand markets, and make strategic decisionsReal-world FP&A case studies, including Amazon's AWS launch and Tesla's adaptive planningThe key tools and software FP&A professionals use, from Excel to AI-powered forecasting toolsThe role of scenario planning, variance analysis, and driver-based modeling in FP&AHow FP&A teams collaborate with other departments to guide financial strategyThe impact of automation, AI, and real-time forecasting on the future of FP&AEssential skills for FP&A professionals and how to break into the fieldWho Should Listen?✔️ Finance professionals looking to transition into FP&A✔️ Business analysts and data professionals interested in finance roles✔️ Aspiring finance leaders who want to sharpen their strategic thinking skills✔️ Anyone curious about how companies use financial planning to stay ahead

AI is eating the world, or so the headlines say. But what does this really mean for debt markets? Where does AI truly excel, and what limitations persist? What implications does this technological shift hold for analysts' jobs? And how is 9fin deploying AI to address specific challenges confronting debt market professionals?Sujeet Indap, Wall Street editor at the Financial Times, sat down with Steven Hunter, CEO and co-founder of 9fin, to cut through the hype and dissect the real impact of AI on debt markets. This episode was produced from a recent 9fin webinar. If you'd like to learn more about how 9fin's AI-powered platform can give you a competitive edge in debt markets, we'd love to chat.Schedule a personalised demo→ https://9fin.com/sign-up?utm_source=hubspot&utm_medium=email&utm_campaign=ai_debtmarkets_webinarOr, stay up to date with all the latest for 9fin's insights, news, upcoming events, and new featuresJoin our newsletter→ https://share.hsforms.com/1KaeNlWvzRlqYjJGJjHbZmgby77cFollow us on LinkedIn→ https://www.linkedin.com/company/9finHave any feedback for us? Send us a note at podcast@9fin.com.

Breaking Into FP&A: How Data, Finance, and Leadership Shape CareersHow do you transition from data analytics into FP&A? What skills make FP&A professionals successful? In this episode of CFI's Careers in Finance series, we explore how data, finance, and leadership intersect in corporate FP&A, featuring Smith Lordeus, FP&A leader with a background in engineering, data analytics, and finance.What You'll Learn in This Episode:How Smith transitioned from data analytics to financeThe growing demand for data-driven finance professionalsHow tools like Excel, SQL, Power BI, and Tableau shape FP&A analysisThe career shift from senior financial analyst to FP&A managerThe importance of storytelling and leadership in finance rolesHow FP&A teams support budgeting, strategy, and decision-makingThe differences between FP&A, corporate development, and M&AKey career advice for aspiring finance professionalsWho Should Listen?Data analysts looking to transition into financeFinance professionals who want to strengthen their FP&A skillsAspiring finance leaders looking for career growth strategiesAnyone curious about the evolving role of FP&A in corporate finance

Debt vs. Equity: How Companies Make Capital Structure DecisionsHow do companies decide between debt and equity financing? Every corporate finance professional needs to understand capital structure—the mix of debt and equity that funds a company's growth, operations, and strategic moves. In this episode of Corporate Finance Explained, we break down the key concepts, trade-offs, and real-world examples of how companies optimize their capital structure.What You'll Learn in This Episode:The fundamentals of capital structure – How companies balance debt and equity financing.Debt vs. Equity: Pros and Cons – The trade-offs and risks of different financing methods.How major companies optimize capital structure:Apple's debt strategy – Why a cash-rich company still issues corporate bonds.Amazon's $13.7B Whole Foods acquisition – Using debt instead of equity to fund growth.Tesla's evolving capital structure – From equity-funded expansion to leveraging debt.Airbnb's pandemic survival strategy – Choosing debt financing to avoid investor dilution.Key theories behind capital structure – Exploring Pecking Order Theory, Modigliani-Miller Theorem, and the search for an optimal balance.Who Should Listen?Corporate finance professionals managing capital structure decisionsFP&A analysts looking to deepen their understanding of financing strategiesCFOs and investment professionals who advise on corporate funding and debt management

Want to improve your financial modeling skills? This episode of Corporate Finance Explained dives into the essential techniques and best practices used by corporate finance professionals to build accurate, structured, and decision-driven financial models.What You'll Learn:- What is financial modeling? How companies use it for budgeting, valuation, and risk analysis.- Key components of a financial model – Historical data, assumptions, and financial statements.- Best practices for building strong models – Accuracy, structure, flexibility, and transparency.- Common pitfalls to avoid – Overcomplicated formulas, poor assumptions, and lack of error checks.- Real-world corporate finance examples – Microsoft's $68.7B acquisition of Activision Blizzard, Airbnb's pandemic survival strategy, Tesla's cash flow forecasting, and Apple's stock buyback program.Whether you're in FP&A, investment banking, private equity, or corporate finance, mastering financial modeling is a critical skill for making data-driven decisions. Learn how to build robust, practical, and strategic models used by top finance teams worldwide.#FinancialModeling #CorporateFinance #FinanceTips #BusinessStrategy #InvestmentBanking #FP&A #Microsoft #Tesla #Apple #Amazon #CFI

No one likes that feeling of being a little too thick in the middle. But finding the right balance of strength and cushion is no easy task. We're talking about the middle office here, of course.The middle office may not always be in the spotlight, but when loan data goes awry it's the team that keeps the gears turning and numbers in check. In this episode, head of podcasts Chase Collum chats with Jared Vest, global co-head of middle office solutions at FIS, to break down the middle office's essential roles, risks, and evolving responsibilities. They explore how accurate data and strong operational support are critical to navigate today's fast-paced loan market.This episode was produced in partnership with FIS as part of a three-part series diving into the challenges facing middle office practitioners and users of global loan data sets.Have any feedback for us? Send us a note at podcast@9fin.com.

How to Build a Career in FP&A | Finance Jobs, Skills & Growth InsightsFinancial Planning & Analysis (FP&A) is one of the fastest-growing fields in finance, but many professionals don't fully understand what the role entails. In this episode of CFI's Careers in Finance series, we sit down with Mimi Hu, Director of Trade Finance & Marketing, to explore what FP&A professionals actually do, how to break into the field, and the skills that drive success in corporate finance.What You'll Learn in This Episode:How networking and coffee chats open doors in financeWhat FP&A professionals actually do (beyond just budgeting!)The difference between FP&A and investment banking career pathsEssential skills for FP&A success, from Excel to financial storytellingHow FP&A teams support corporate strategy and M&A decisionsThe impact of economic trends, tariffs, and retail margins on FP&AThe best software tools for FP&A professionals (Excel, Power BI, SAP)Why This Episode Matters:FP&A is more than just number crunching—it's about business partnership, strategic planning, and driving financial insights. Whether you're a finance student, an analyst looking to transition, or exploring leadership roles in corporate finance, this episode provides real-world insights and career advice from an experienced FP&A leader.Timestamps:00:00 – Introduction: Why FP&A is a top finance career choice01:34 – The role of networking & coffee chats in finance career growth02:30 – Understanding what FP&A professionals actually do06:21 – How careers evolve in finance, accounting, and strategy09:07 – From startups to corporate finance: Mimi's journey15:46 – How economic trends impact FP&A decision-making25:22 – How FP&A teams partner with corporate development & M&A teams30:34 – Essential skills for FP&A professionals40:20 – Best software for FP&A analysts (Excel, Power BI, SAP)45:34 – The future of FP&A and career growth opportunitiesResources & Links Mentioned:Learn more about CFI's FP&A courses → https://cfi.to/uh9DNLinkedIn → Corporate Finance Institute®Instagram → @corporatefinanceinstituteSubscribe & Never Miss an Episode!Join us for expert insights on finance, FP&A, and financial modeling every week.#FP&A #FinanceCareers #FinancialModeling #CorporateFinance #CFILearning #FinanceJobs #Networking

This week we speak with the authors of our latest Annual M&A Report about trends in the deal landscape and what we might expect from 2025. Will the much-anticipated increase in transactions finally materialize? Or will players continue to hold onto their dry powder, waiting for the ongoing uncertainty that we’ve seen since the pandemic to settle down? McKinsey senior partners Mieke Van Oostende and Jake Henry co-lead our M&A practice, and in this episode, they share findings and observations from their latest report. Related insights: M&A Annual Report: Is the wave finally arriving? Gen AI: Opportunities in M&A How one approach to M&A is more likely to create value than all others How lots of small M&A deals add up to big value The seven habits of programmatic acquirers How AI is transforming strategy development McKinsey Insights on M&A McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Featuring:Prof. Sadie Blanchard, "Adjudicating ESG Reputation," Associate Professor of Law, Notre Dame Law SchoolProf. Benjamin Chen, "What are Linguistic Canons for?," Associate Professor, University of Hong Kong Faculty of LawProf. Robert Leider, "The Individual Right to Bear Arms for Common Defense," Assistant Professor of Law, Antonin Scalia Law School, George Mason UniversityProf. Tyler Lindley, "Reconstructing Section 1983," Associate Professor, Brigham Young University, J. Reuben Clark Law SchoolMr. Luke Schumacher, “A Council of Grand Strategists: The Original Hope, Fear, and Intent of the U.S. Senate in Foreign Affairs,” J.D. Candidate, Stanford Law School and Ph.D Candidate, University of Virginia Department of PoliticsCommenter: Prof. Jud Campbell, Professor of Law, Stanford Law SchoolCommenter: Prof. Tara Leigh Grove, Vinson & Elkins Chair in Law, University of Texas at Austin School of LawCommenter: Prof. Robert Miller, F. Arnold Daum Chair in Corporate Finance and Law, University of Iowa College of LawCommenter: Prof. Brian Slocum, Stearns Weaver Miller Professor, Florida State University College of LawCommenter: Prof. Keith Whittington, David Boies Professor of Law, Yale Law SchoolModerator: Prof. Christina Mulligan, Professor of Law, Brooklyn Law School

In this episode of Corporate Finance Explained, we break down the fundamentals of financial statement analysis—a vital skill for corporate finance professionals, investors, and business leaders.We start by exploring the three core financial statements:Income Statement – Reveals a company's profitability by detailing revenues and expenses over a specific period.Balance Sheet – Provides a snapshot of the company's financial position, outlining assets, liabilities, and shareholders' equity.Cash Flow Statement – Tracks cash inflows and outflows to assess liquidity and financial stability.Next, we dive into key analysis techniques, including:Ratio Analysis – Evaluates profitability, efficiency, and solvency using financial ratios.Trend Analysis – Identifies patterns over multiple periods to assess financial trajectory.Vertical & Horizontal Analysis – Helps compare financial data as percentages or across different timeframes for better context.Key Takeaways:Understanding financial statements is crucial for assessing a company's financial health.Applying analysis techniques like ratio and trend analysis uncovers insights into profitability, liquidity, and efficiency.Regular financial statement analysis enables better decision-making for both internal teams and external stakeholders.

In the credit markets, it's important practitioners get their fax straight. No, you didn't read that wrong — even in 2025, people still use fax machines to transmit some loans data.In our latest Cloud 9fin episode, Chase Collum, head of podcasts, and private credit analyst Devin McGinley, sit down with John Smullen, product manager at FIS. They chat about how global data trends are shaping strategies in the leveraged finance world as private credit CLOs and direct lending gain ground.This episode is part of a three-part series we'll publish in partnership with FIS on Cloud 9fin, so look out for our next episode, coming next Thursday! Have any feedback for us? Send us a note at podcast@9fin.com.

In this episode of CFI's podcast, Ayesha Zain shares her inspiring journey from a background in public administration and philosophy to her current role in venture capital. She discusses the importance of mentorship, her experience with CFI's FMVA program, and the challenges of breaking into the finance industry. Ayesha emphasizes the value of networking, both in-person and through social media, and shares her aspirations for the future, including her non-profit organization aimed at helping young Indonesians gain international education and life experience. In recognition of International Women's Day, Ayesha's story highlights the power of resilience, learning, and taking bold steps to forge a path in finance. The conversation concludes with her advice for those looking to pursue their dreams in finance and beyond.

In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky brings in global chair of Gibson Dunn's restructuring group, Scott Greenberg, to discuss the evolution of cooperation agreements within liability management exercises. They discuss the different types of co-ops, why co-ops have become expected in US deals, their spread to the EU, and the validity of antitrust arguments.Find all our coverage on co-ops at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

In the episode of EMS@ C-Level we explore the intricate world of mergers and acquisitions in the electronics sector. We dive into how global macroeconomic trends impact the strategies companies adopt amid shifting political landscapes. With Shaan Tharani's expertise, we unravel the complexities of M&A, discussing the implications of recent geopolitical changes and how they shape investment decisions.You'll discover how tariffs and economic uncertainties have influenced corporate strategies, particularly in the burgeoning electronics field. Shaan shares valuable statistics that shed light on investment patterns in the industry, illustrating a landscape filled with both risk and opportunity. We analyze case studies of recent acquisitions, highlighting successful initiatives and what they reveal about market participants' strategies. This conversation is particularly relevant for executives looking to navigate these turbulent waters. To remain competitive, businesses must engage in proactive planning and establish a clear M&A strategy that aligns with broader business goals. As we look to the future, the discourse focuses on how to position effectively for forthcoming opportunities while also maintaining a critical eye on market dynamics. Join us for this enlightening discussion, and if you find value in what we cover, please subscribe, share, or leave a review. Your engagement helps us continue to bring forward-thinking conversations to the forefront!You can find Shaan on LinkedIn at https://www.linkedin.com/in/shaantharani/ or email him at tharani@mp-corporatefinance.comLike every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com).You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

How have modern corporate finance practices and principles changed the world of business? How do we improve the financial acumen of non-financial managers and business stakeholders? What's the most common misperception about the role the finance function plays in business? To help answer these questions, we have Don Chew joining us today on The Balancing Act Podcast. Don is a world-recognized expert on corporate finance and author of The Making of Modern Corporate Finance: A History of the Ideas and How They Help Build the Wealth of Nations. He is the founding editor and Editor-in-Chief of the Journal of Applied Corporate Finance (JACF), a publication he started in 1988. Tune into episode 182 to hear Don's story, his career "rocket-booster" moment, and his perspectives on building financial acumen and the role corporate finance plays in the world of business. Learn more about The Making of Modern Corporate Finance with this insightful review from CFA Institute at: https://blogs.cfainstitute.org/investor/2025/01/31/book-review-the-making-of-modern-corporate-finance/  Learn more about Andrew Temte at: www.andrewtemte.com.

Three media companies, in vaguely the same vicinity, in fair debt markets where we lay our scene — where ancient business models encounter new scrutiny, and AI generates images you can't unsee…Valentine's Day has been and gone, so why on earth are we besmirching Romeo and Juliet with terrible puns? You should listen to the episode for the full picture, but basically we're discussing three recent debt transactions from X/Twitter, Snap, and Getty Images.These deals might not seem immediately connected, but there's a thread running through all three. In an age of political upheaval and rapid technological advancement, what do they tell us about the future of media? William Hoffman, David Bell and Will Caiger-Smith are here to discuss, and to crowdsource ideas for sponsored 9fin Snapchat filters.Want to share feedback on this episode? Send us a note at podcast@9fin.com.

I'm the founder & host of Entrepreneurs On Fire, an award-winning podcast where I interview inspiring entrepreneurs to help YOU along your entrepreneurial journey!I'm also the author of The Common Path to Uncommon Success, your 17-step roadmap to financial freedom and fulfillment!If you're tired of spending 90% of your day doing things you don't enjoy and only 10% doing things you love, then you're in the right place. My goal with Entrepreneurs On Fire is to deliver the inspiration and strategies you need to FIRE UP your entrepreneurial journey and create the life you've always dreamed of.I've interviewed over 3,000 incredible entrepreneurs, including Tony Robbins, Seth Godin, Gary Vaynerchuk, Barbara Corcoran, Tim Ferriss, and many more.However, before Entrepreneurs On Fire was even a thought, my journey was full of struggle and searching.After serving as an active duty Army Officer for four years, I tried Law School (1st semester dropout), Corporate Finance and Commercial Real Estate.https://www.eofire.com/about/To View This Episode- https://youtu.be/ZGEJGndrcj4#Johnleedumas #Entrepreneuronfire #podcast #whoknewinthemoment #philfriedrich #puertorico

In today's podcast episode, Craig Jeffery is joined by Alexandros Koliavras, President of the Hellenic Association of Treasurers. They discuss why Greece is an attractive location for a treasury center, citing competitive pricing, a strong pool of finance graduates, and new tax incentives. The conversation also covers the rise of shared service centers and the Hellenic Association of Treasurers' university collaborations. Listen in to learn more. Links: Hellenic Association of Treasurers website. Hellenic Association of Treasurers YouTube.