Podcasts about finance leader

#236 Risk Is Changing. Is Your Board Keeping Up? with Patrick Dunne https://open.spotify.com/episode/52560DpsRV0fr9XStbziYw In this thought-provoking episode of The GrowCFO Show, Kevin Appleby engages with Patrick Dunne, an experienced Chair and Board Member in both business and social enterprise sectors, to explore the evolving landscape of risk management at the board level. The conversation examines how traditional approaches to risk governance may no longer be sufficient in today's complex business environment, where non-financial risks increasingly dominate the risk landscape.Patrick Dunne, recently awarded an OBE for his services to philanthropy in Africa and the UK, shares insights from his viral LinkedIn article suggesting that the conventional audit and risk committee structure requires fundamental rethinking. The discussion challenges finance leaders to consider whether their current risk management frameworks are adequately equipped to address emerging threats, particularly those stemming from geopolitical instability, technological disruption, and social change. Dunne advocates for more diverse risk committees that incorporate varied perspectives across generations, backgrounds, and expertise. Key topics covered: Traditional audit and risk committees are often dominated by financially-oriented individuals from similar backgrounds, limiting their ability to identify and address non-financial risks Organizations should consider establishing separate risk committees with diverse membership to bring fresh perspectives to risk identification and management Effective risk management requires focusing on consequences rather than events, preparing for the impact of risks rather than the risks themselves The concept of "combinatorial risk" - where multiple events occur simultaneously - presents particular challenges that boards must learn to navigate Diversity in risk governance is not just about demographics but also about including different thinking styles, experiences, and generational perspectives https://youtu.be/97Y65cAzzBs Links Patrick Dunne on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:12:24 Patrick explains why the prevailing model of audit and risk committees needs rethinking in light of today's dominant non-financial risks 0:18:35 Discussion of how focusing on consequences rather than events leads to more effective risk management, illustrated by examples from the COVID-19 pandemic 0:25:10 Patrick emphasizes the importance of distinguishing between "worrying" and "thinking" in risk management 0:32:18 Exploration of how diversity and inclusion in risk committees leads to better risk identification and mitigation strategies 0:41:05 Discussion of data security and cyber risk as critical areas requiring specialized expertise on risk committees 0:48:22 Patrick shares practical advice for boards looking to modernize their approach to risk governance Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#235 How AI Is Transforming Accounts Receivable with Ben Winter and Jeff Martini https://open.spotify.com/episode/0mxBSzi1Gzvigoo9manusQ In this insightful episode of The GrowCFO Show, host Kevin Appleby explores how artificial intelligence is revolutionizing accounts receivable processes with guests Jeff Martini, CFO at Bishop Lifting, and Ben Winter, Co-Founder at Stuut. The conversation delves into the practical applications of AI in finance departments, particularly focusing on accounts receivable automation and the tangible benefits organizations are experiencing through implementation  The discussion highlights how AI is moving beyond simple chatbot functionality to transform entire AR processes, with Jeff sharing his company's experience implementing AI-driven solutions that handle routine collection tasks while allowing human collectors to focus on more complex dispute resolutions. Ben provides valuable insights on the importance of focusing on business outcomes rather than technology features, emphasizing that accounts receivable is ultimately a revenue function that impacts customer experience. Both guests stress the importance of understanding AI's capabilities and limitations to ensure successful implementation and meaningful results.  Key topics covered: AI implementation in accounts receivable is most successful when focused on specific business outcomes rather than implementing technology for its own sake Modern AI solutions can effectively handle three common collection scenarios: confirming payment, securing promises to pay, and sending requested documentation Human collectors remain essential for handling disputes and complex scenarios, with AI serving as a tool to enhance their capabilities rather than replace them Successful AI implementation requires coordination across departments including sales, account management, and fulfillment teams The rapid advancement of AI technology presents challenges for CFOs trying to stay current with capabilities, requiring trusted partnerships with technology providers https://www.youtube.com/watch?v=nb12TtUmSJ0 Links Ben Winter on LinkedIn Jeff Martini on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 Kevin Appleby introduces the episode topic on how CFOs are adopting AI in finance functions 0:13:47 Ben Winter discusses how AI adoption has evolved from technology-focused to outcome-focused implementations 0:18:29 Kevin raises the challenge of CFOs keeping up with rapidly advancing AI capabilities 0:26:29 Discussion on how AI provides additional insights by analyzing customer communications to identify reasons for late payments 0:43:31 Exploration of how AI is transforming accounts receivable beyond manual processes to provide actionable insights Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#234 Power BI, Python & Copilot: What Finance Teams Need to Know with Dan Stockdale https://open.spotify.com/episode/4gs9QiDVheQ0U2ZnGm4QBU In this insightful episode, host Kevin Appleby welcomes back Dan Stockdale, a GrowCFO facilitator and financial modeling specialist. Dan shares his journey from management accountant to financial modeling expert across diverse industries including media, advertising, defense, and retail. Currently working as a contractor for London Business School and creating online courses for finance professionals, Dan offers valuable insights on automation tools that are transforming finance departments. The conversation explores how Power BI, Power Query, Power Pivot, Python, and Microsoft Copilot are revolutionizing financial analysis and reporting. Dan emphasizes that while learning these tools initially requires investment, the practical implementation in day-to-day finance operations delivers significant time savings and value creation. He highlights that as organizations collect increasingly larger volumes of data from diverse sources, finance professionals who can leverage these automation tools become indispensable to their businesses. Key topics covered: Dan explains how Power BI enables finance teams to automate month-end reporting and create dynamic visualizations that tell compelling financial stories The conversation covers the growing importance of Python in Excel for predictive analytics and how it's becoming more accessible to finance professionals Dan discusses how Microsoft Copilot is changing financial modeling, though he cautions about the need for human oversight when using AI-generated code The discussion explores how automation tools free finance professionals from routine tasks, allowing them to focus on delivering insights and strategic value Dan shares his plans to continuously update his courses as Microsoft releases new AI and automation features, ensuring finance professionals stay current with technological advancements https://www.youtube.com/watch?v=ote8IemqGfs Links Dan Stockdale on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:44 Dan introduces his background as a management accountant who specialized in financial modeling across multiple industries 0:14:09 Dan discusses the learning curve of automation tools and the importance of practical implementation to solve business problems 0:22:48 The conversation covers data sources and the challenges of departments using Excel spreadsheets as databases 0:27:38 Discussion about the speed and efficiency benefits of automation tools compared to traditional manual processes 0:33:51 Exploration of the time-to-value proposition of Power BI and the challenges of data preparation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#232 The CFO's Guide to Creating a High-Impact Global Team with Benyam Hagos https://open.spotify.com/episode/3xcOnyHg4WGip8LALiVb6T The role of a Chief Financial Officer (CFO) in building and scaling a high-performance global finance team is critical to an organization's success. In today's rapidly evolving business landscape, CFOs must navigate complex challenges of team development, international expansion, and cultural transformation while maintaining strategic alignment and operational excellence. In this insightful podcast episode, Benyam Hagos, CFO of Form3, shares his comprehensive approach to creating a dynamic and adaptable finance function. The discussion explores the intricate process of transforming a startup finance team into a sophisticated, globally-oriented strategic partner, emphasizing the importance of talent development, cultural fit, and strategic recruitment. Key topics covered: Strategic Team Transformation Deliberate restructuring of finance team with 75% new talent Focus on specialist roles over generalist positions Emphasis on cultural alignment and professional development International Expansion Strategy Structured approach to building finance capabilities across multiple geographies Careful consideration of compliance and local market requirements Gradual, strategic hiring in new markets Leadership and Team Development Commitment to continuous learning and professional growth Transparent communication about organizational expectations Creating a flexible, remote-friendly work environment Recruitment and Talent Management Two-way interview process focusing on cultural compatibility Proactive approach to identifying and nurturing talent Encouraging internal mobility and career progression https://youtu.be/Bqatoyfy-F4 Links Benyam Hagos on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:07:05 - Discussion on learning and development challenges 0:11:09 - Background exploration of professional experiences 0:11:34 - Career trajectory and consulting background 0:12:29 - Insights into professional growth and partner dynamics 0:13:12 - Exploration of career progression challenges 0:15:44 - Podcast introduction and guest background 0:16:54 - Company overview and strategic positioning 0:22:03 - Personal challenges in transitioning to CFO role 0:26:18 - Team structuring and international expansion approach 0:48:10 - Building team cohesion in a remote work environment Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#231 Outgrowing Xero: When It's Time to Level Up Your Finance Systems with Darren Cran https://open.spotify.com/episode/2u9wa8kz26D64O7Fc5NpMF In the rapidly evolving landscape of financial technology, businesses face critical decisions about scaling their accounting systems. Choosing the right financial management platform can make the difference between operational efficiency and strategic growth limitations. The Grow CFO Show podcast, hosted by Kevin Appleby, explores this crucial transition with Darren Cran, CEO of AccountsIQ, diving deep into the challenges and considerations of moving beyond entry-level accounting software like Xero and QuickBooks. The discussion centers on the pivotal moment when small to medium-sized enterprises outgrow their initial financial management tools and require more sophisticated solutions. Darren Cran brings a wealth of experience as a chartered accountant and technology leader, offering insights into the complex decision-making process of selecting an enterprise-level financial system. The conversation illuminates the nuanced requirements of businesses in the 20-50 employee range, where basic accounting software begins to show its limitations. AccountsIQ emerges as a strategic solution for businesses seeking a lightweight ERP system that bridges the gap between basic accounting platforms and complex enterprise resource planning tools. The podcast explores the critical factors businesses must consider, including reporting capabilities, integration potential, scalability, and the evolving role of technology in financial management. Cran emphasizes the importance of choosing a system that not only meets current needs but also provides flexibility for future growth. The discussion extends beyond system selection, delving into the transformative potential of emerging technologies like artificial intelligence in financial processes. Darren Cran provides a forward-looking perspective on how AI and cloud technologies are reshaping financial management, offering businesses unprecedented opportunities for efficiency, insights, and strategic decision-making. Key topics covered: Identifying the critical transition point for financial management systems Exploring the limitations of entry-level accounting platforms Analyzing the specific needs of mid-market businesses Understanding the importance of scalable financial technology Discussing the role of integration and reporting capabilities Examining the implementation process for advanced financial systems Investigating the potential of AI in financial management Comparing lightweight ERP solutions with traditional enterprise systems Highlighting the importance of user experience in financial software Exploring the future of financial technology and digital transformation https://www.youtube.com/watch?v=XpOei-pHzBM Links Darren Cran on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:09:10 Darren Cran's role at AccountsIQ 0:13:26 Podcast formal introduction 0:18:52 Market positioning discussion 0:24:25 Scalability of light ERP systems 0:39:17 FP&A capabilities exploration 0:44:28 AI's impact on financial systems 0:50:31 Challenges of AI implementation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven https://open.spotify.com/episode/4bbVHlHNa80oANEpgOdOZc In the dynamic world of corporate leadership, the journey of a first-time CFO represents a critical inflection point for emerging financial executives. Building a lasting legacy requires a strategic approach that combines technical expertise, leadership acumen, and personal growth. This podcast episode featuring Danielle Keeven, CFO at Vio.com, offers an insightful exploration of navigating the complex landscape of financial leadership, particularly for women breaking through traditional corporate barriers. Danielle Keeven's narrative provides a compelling blueprint for aspiring financial leaders, highlighting the importance of transparency, continuous learning, and strategic thinking. Her transition from VP of Finance to CFO at Vio.com demonstrates the critical skills required to excel in top-tier financial roles. The discussion delves into the challenges of imposter syndrome, the value of building a supportive network, and the significance of embracing opportunities that push professional boundaries. The conversation explores the multifaceted nature of modern CFO responsibilities, extending far beyond traditional financial management. Keeven emphasizes the importance of being curious about all aspects of the business, managing lean teams, and driving strategic growth. Her approach to leadership is characterized by openness, continuous learning, and a commitment to supporting talent development within her organization. Throughout the podcast, Keeven shares her unique perspective on women in leadership, demonstrating how personal commitment and strategic approach can overcome systemic challenges. Her journey illustrates the importance of running towards professional challenges, building a supportive network, and maintaining a growth mindset in the ever-evolving world of corporate finance. Key topics covered: Strategic Transition to First-Time CFO Role Overcoming Imposter Syndrome in Leadership Importance of Transparency and Continuous Learning Lean Team Management and Operational Efficiency Women in Leadership: Breaking Corporate Barriers Bootstrapped Company Growth Strategy Embracing Technological Innovations in Finance Building a Supportive Professional Network Strategic Approach to Professional Development Balancing Technical Expertise with Leadership Skills https://www.youtube.com/watch?v=ubGYbvY_EAQ Links Danielle Keeve on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:18 Career Progression Discussion 0:03:35 Bootstrapping Business Strategy 0:05:04 Professional Background Exploration 0:10:15 Imposter Syndrome Insights 0:16:53 Leadership Learning Experiences 0:22:01 Funding and Growth Perspectives 0:30:35 Expanding CFO Responsibilities 0:38:45 Team Development Approach 0:47:14 Technology and AI in Finance 0:51:32 Future Professional Development Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu https://open.spotify.com/episode/2BrVUEFhCiaYZSTsz10XvO The finance landscape is undergoing a transformative revolution, driven by technological innovation and unprecedented operational challenges. Operational agility has emerged as a critical strategic imperative for startups navigating complex technological ecosystems, particularly in high-stakes sectors like robotics and biotech. Maria Ghibu, a distinguished Global CFO at Testhouse, brings a wealth of international experience and strategic insights into the intricate world of technology-driven entrepreneurship. Her professional journey spans multiple countries and critical roles in post-merger integration, fundraising, and strategic financial management, offering a comprehensive perspective on operational excellence in challenging technological domains. The podcast episode delves deep into the multifaceted challenges of financing and scaling robotics startups, illuminating the critical intersection of technological innovation, financial strategy, and investor relations. Ghibu's expertise provides a nuanced understanding of the complex ecosystem where long research and development cycles, regulatory hurdles, and investor expectations create a demanding operational landscape. Key topics covered: Strategic Financial Navigation in Technology Ecosystems Comprehensive Fundraising Strategies for Robotics Startups Operational Agility as a Competitive Differentiator Investor Relationship Management Methodologies Navigating Complex R&D Cycles in Technology Sectors Professional Competency Framework Development Strategic Network Building and Professional Connections Experiential Learning and Organizational Transformation Integrated Finance and Operational Leadership Approach Critical Success Factors in Emerging Technology Ventures https://youtu.be/xkhJmKajXG8 Links Maria Ghibu on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:02:55 - Exploring Innovative Learning Platforms 0:16:27 - International Professional Development Trajectory 0:27:20 - Fractional CFO Strategic Insights 0:35:06 - Advanced Investor Engagement Techniques 0:40:54 - Career Evolution and Strategic Positioning 0:44:05 - Governance and Leadership Perspectives 0:47:21 - Professional Relationship Ecosystem 0:48:51 - Podcast Synthesis and Reflection 0:49:49 - Post-Recording Strategic Dialogue 0:50:55 - Organizational Talent Development Strategies Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey https://open.spotify.com/episode/393rj0qXYpByeuWWjgoC5i Confidence is a critical yet often misunderstood element of professional success. In today's competitive business landscape, understanding the nuanced dynamics of self-assurance can be the difference between breakthrough performance and persistent self-doubt. Susana Serrano Davey, a GrowCFO Mentor, emerges as a thought leader challenging conventional wisdom about personal empowerment through her groundbreaking book, "Confidence is Overrated." Her work represents a paradigm shift, moving beyond traditional self-help narratives to offer a more authentic, introspective approach to professional development.At the core of Davey's philosophy is the radical notion that confidence is not a prerequisite for achievement, but rather an organic outcome of genuine self-acceptance and continuous learning. By deconstructing the myth of performative confidence, she introduces innovative frameworks that encourage professionals to embrace vulnerability, take calculated risks, and view personal growth as a non-linear journey. Her methodology, enriched by personal anecdotes and metaphorical insights—ranging from mushroom hunting to unicorn symbolism—provides a refreshing alternative to conventional confidence-building strategies. Through her work, Davey empowers individuals to reframe their understanding of success, emphasizing internal resilience over external validation and demonstrating how true professional transformation emerges from self-compassion and persistent curiosity. Key topics covered: Challenging Traditional Confidence Paradigms Redefines confidence as an internal journey rather than external validation Emphasizes self-acceptance over performative achievement Introduces innovative metaphors like unicorns and mushroom hunting to illustrate personal growth concepts Book Development Insights Leveraged AI tools like ChatGPT for manuscript refinement Incorporated early feedback from zero readers Developed a more mature, professionally structured narrative compared to her first book Personal Growth Strategies Advocates for embracing uncertainty and taking calculated risks Promotes the value of continuous learning and adaptability Shares personal stories demonstrating vulnerability and resilience Technological Integration in Writing Utilized AI as a collaborative writing assistant Maintained human emotional authenticity in storytelling Explored AI's potential and limitations in creative processes https://www.youtube.com/watch?v=S8myIm2OdbA Links Susana Serrano Davey on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:14 Initial conversational setup 0:06:36 Book introduction and core concept 0:10:07 Discussion on skill acquisition vs. confidence 0:12:30 Metaphorical exploration of confidence 0:16:13 Personal project discussion (mango farm) 0:20:08 Podcasting journey reflection 0:24:23 Confidence as an end result, not a starting point 0:35:37 Unmasking professional confidence 0:39:07 AI's role in book creation 0:42:33 Closing remarks and future collaboration Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#226 AI, Accounting & The Modern CFO with Francesco Zappala https://open.spotify.com/episode/0tFFZr6v55eoOv3NmRmYYC In the rapidly evolving landscape of corporate finance, artificial intelligence (AI) stands as a transformative force reshaping the role of modern financial leadership. The integration of AI technologies presents unprecedented opportunities for CFOs to revolutionize traditional financial processes, drive strategic decision-making, and unlock new levels of organizational efficiency. As businesses navigate the complex digital transformation, AI emerges as a critical tool that transcends mere technological implementation, representing a fundamental shift in how financial strategies are conceptualized and executed. Francesco Zappala, Chief Financial Officer for South America at Impresa Pizzerotti, provides a nuanced perspective on AI's strategic potential, emphasizing that successful implementation goes far beyond technological adoption. His insights reveal that the true power of AI lies in its ability to augment human expertise, streamline routine tasks, and enable finance professionals to focus on high-value strategic activities. By advocating for a holistic approach that integrates change management, comprehensive training, and robust risk assessment, Zappala challenges executives to view AI not as a replacement for human intelligence, but as a sophisticated collaborative tool that can dramatically enhance organizational performance and competitive advantage. Key topics covered: AI represents a paradigm shift in financial operations, distinguishing between classic and generative AI technologies Strategic implementation requires comprehensive organizational assessment and change management Data management emerges as a critical foundation for successful AI integration CFOs must balance technological innovation with risk mitigation and strategic planning User involvement and training are crucial for successful AI adoption Predictive and narrative AI tools offer significant value-creation potential Organizations must develop a multi-provider approach to manage technological risks AI should be viewed as a supportive tool, not a replacement for human expertise Change management requires a holistic approach involving all organizational levels Continuous learning and adaptability are key to leveraging AI effectively https://www.youtube.com/watch?v=C4JrTWr9H2E Links Francesco Zappala  on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:28 - Initial technical audio setup and equipment discussion 0:06:21 - Introduction of AI adoption challenges in corporate environments 0:14:02 - Exploring differences between classic and generative AI 0:29:10 - Discussing potential AI applications in financial forecasting 0:42:28 - Addressing data privacy and security concerns 0:50:52 - Practical implementation strategies for AI in finance 0:56:43 - Training and development considerations for AI integration 1:00:36 - Historical perspective on technological transformation in finance 1:04:27 - Generational perspectives on technological adaptation 1:05:50 - Future outlook and continuous learning approach Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

In this special episode, host Annie Kane sits down with Anja Pannek, the CEO of the Mortgage & Finance Association of Australia, to unpack the big issues and opportunities facing the mortgage and finance broking industry in Australia. Tune in to find out: Why the payroll tax issue is threatening industry and borrowers. The value of brokers to the economy and borrowers. Why she believes minimum broker education standards need to be raised. And much more!

Ambereen Toubassy, the CFO of Airtable, has experience as an advisor, an investor, and an operator. In this episode, she joins CJ to talk about how this experience informs her role as a CFO. The two delve into the complexities of navigating investor feedback and how to take criticism without getting defensive. They also discuss how to build the right advisory network, red flags to watch for, and the importance of scaffolding your weaknesses with external expertise. The episode also highlights the value of specificity in the role of a finance leader. Ambereen shares insights from her extensive career, including her time at Quibi, explaining what she learned from this moonshot idea that didn't work out as hoped and her approach to balancing fiduciary duties with the human side of leadership.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Brex makes it easy to control spend before it happens, automate annoying tasks, and optimize your finances. Find out how Brex can help you make every dollar count at brex.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. It doesn't just show you where the problems are—it helps you solve them. From spotting hidden optimization opportunities, like duplicative spend, to automating those painful procurement workflows, to giving you the best market data that turns every vendor negotiation in your favor. Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn howMUFG is the largest bank in Japan and a global banking powerhouse with a focus on empowering Growth and Middle Market stage companies in North America and Europe. MUFG provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. The bank combines its global capabilities with deep operational understanding to help companies accelerate their growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:25) Sponsor – Brex | Vanta | Tropic(06:55) What Ambereen Has Learned from Being an Investor(10:53) Dealing with Investor Feedback(18:09) Sponsor – MUFG | NetSuite | RightRev | Planful(22:54) Tips for Not Taking Feedback Personally(24:12) When to Bring Founders into Meetings with Investors(25:52) Scaffolding Your Weaknesses(30:59) Whether or Not to Pay More for Great Advisors(34:12) How to Identify the Right Banker or Consultant(35:13) Banker and Consultant Red Flags to Watch Out For(39:11) “In the Particular Is Contained the Universal”(42:42) How the Specific Plays a Role in the Job of a Finance Leader(46:46) Quibi, the Moonshot Idea That Didn't Land as Planned(50:16) Fiduciary Responsibility When Things Don't Go as Planned(55:00) Long-Ass Lightning Round: A Career Mistake(55:48) Advice to Younger Self(57:14) Finance Software Stack(58:26) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

#224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra https://open.spotify.com/episode/6sIeKqInI1Ur549AprBRnw Rishi Sapra, a GrowCFO Facilitator and Microsoft Most Valuable Professional (MVP), brings a wealth of experience from top-tier financial institutions to demystify the power of business intelligence technologies. Through his expertise, finance professionals can understand how advanced analytics platforms are not just technological tools, but strategic assets that can drive organizational performance and competitive advantage. The podcast explores the intricate world of Power BI, showcasing how modern finance professionals can leverage data visualization, automation, and AI-driven insights to make more informed decisions. By bridging the gap between complex technical capabilities and practical business applications, Sapra provides a comprehensive overview of how emerging technologies are reshaping the financial analysis landscape. This session offers a deep dive into the transformative potential of Power BI, illustrating how finance leaders can move beyond traditional reporting to create dynamic, interactive, and intelligent financial narratives that drive strategic decision-making. Key topics covered: Power BI's role in creating comprehensive semantic models for financial data The importance of context and storytelling in financial reporting Automation capabilities that streamline financial data processing Integration of AI and copilot technologies in financial analytics Practical approaches to building interactive financial dashboards Bridging the gap between technical complexity and business value The future of data management through unified platforms Strategies for handling diverse skill levels in financial technology training The critical role of education in adopting advanced analytics tools Transforming financial reporting from static to dynamic insights https://www.youtube.com/watch?v=guXnwOwe0_s&t=7s Links Rishi Sapra on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:03:22 Initial introductions and background context 0:06:37 Podcast formal introduction 0:08:37 Discussion of Power BI teaching approach 0:11:30 Motivation for teaching technical subjects 0:13:58 Experiential learning in technical training 0:20:34 Power BI's core functionalities in financial reporting 0:31:14 Course structure and content details 0:38:13 Future trends in Power BI and AI integration 0:41:11 Historical challenges in performance management 0:45:56 Concluding insights on technology and education Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#221 The Ultimate Guide to Cost-Smart Property Management with Scot Ginsburg Property management is a critical aspect of business operations, with real estate often representing one of the largest fixed costs for organizations. In this podcast episode, Scot Ginsburg, Executive Managing Director at Hughes Marino, shares his expertise on navigating the complexities of commercial real estate and optimizing property-related expenses.The discussion covers a range of topics, highlighting the importance of strategic planning, lease negotiations, and the evolving landscape of office and retail spaces. Ginsburg emphasizes the need for finance leaders, particularly Chief Financial Officers (CFOs), to take an active role in managing their organization's real estate portfolio, as it can have a significant impact on the bottom line. Key topics covered: The importance of aligning real estate strategy with overall business objectives Common pitfalls in lease negotiations and how to avoid them The impact of remote work and changing office space utilization Strategies for managing a portfolio of commercial properties The role of CFOs in overseeing real estate decisions The financial implications of rising interest rates on commercial real estate The evolution of retail and office spaces in the digital age The need for flexibility and adaptability in real estate planning The value of proactive real estate management in driving business success Effective marketing and audience engagement strategies for thought leadership content https://youtu.be/q2aJobfj6Mo Links Scot Ginsburg on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:00 - Introduction to the guest and the topic 0:05:00 - Aligning real estate strategy with business objectives 0:10:30 - Avoiding common mistakes in lease negotiations 0:15:45 - Adapting to the impact of remote work on office space 0:20:00 - Strategies for managing a diverse real estate portfolio 0:25:15 - The role of CFOs in overseeing real estate decisions 0:30:00 - The financial implications of rising interest rates 0:35:20 - The evolution of retail and office spaces 0:40:00 - The need for flexibility in real estate planning 0:45:00 - Effective marketing and audience engagement strategies Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

# 220 Financial Modelling Done Right: Expert Tips with Danielle Stein Fairhurst https://open.spotify.com/episode/6sSbm92dhd0BaEzD91LJPp Financial modelling is a critical skill for finance professionals, enabling them to analyze data, forecast scenarios, and make informed business decisions. In this podcast episode, Danielle Stein Fairhurst, a renowned financial modelling expert and GrowCFO Mentor, shares her insights and best practices on mastering the art of financial modelling. Danielle's extensive experience in the field, including her work as a Microsoft MVP and the author of several books on financial modelling, makes her a valuable resource for finance professionals looking to enhance their skills. Throughout the conversation, she delves into the importance of financial modelling, the evolution of Excel as a tool, and the key techniques and strategies that can help professionals create robust and efficient models.The podcast covers a wide range of topics related to financial modelling, providing listeners with a comprehensive understanding of the subject matter. Danielle's expertise and passion for the topic are evident as she discusses the various aspects of financial modelling, from best practices to the latest industry trends and developments.Key topics covered: Danielle's background and journey into financial modelling The importance of best practices in financial modelling, such as consistent formula usage and leveraging new Excel features The Excel World Cup and the financial modelling world championship, where Danielle serves as a commentator The GrowCFO financial modelling course and its structure, covering topics like financial statement linking and scenario analysis https://www.youtube.com/watch?v=Z-8uJgv4w_I Links Danielle Stein Fairhurst on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:15:21 Danielle's journey into financial modelling 0:19:38 Discussing common bad habits in financial modelling and how the GrowCFO course addresses them 0:28:59 The upcoming Excel and financial modelling world championships and the debates surrounding modelling best practices 0:35:00 The structure and delivery of the GrowCFO financial modelling course 0:41:45 The excitement and passion surrounding the world of financial modelling 0:42:35 Danielle's upcoming participation in the global Excel summit 0:43:42 Danielle's recognition as a master financial modeller with the Financial Modelling Institute 0:44:10 Discussing affiliate opportunities and discount codes for the GrowCFO financial modelling course 0:46:39 Strategies for promoting the GrowCFO course and engaging with past attendees 0:48:14 The challenge of getting people to recognize the value of free training offerings Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Like many seasoned finance executives, Damon Fletcher saw Snowflake as a game-changer in cloud-based data management. While a senior finance executive at Tableau, he championed its adoption, recognizing its ability to scale analytics and streamline enterprise data operations. But he also discovered a challenge familiar to many finance leaders—the hidden costs that come with cloud consumption-based pricing.At Tableau, Fletcher tells us, the company's Snowflake costs grew exponentially, mirroring a broader trend in tech where companies struggle to control cloud spend. This realization led Fletcher beyond the CFO office. In 2023, he co-founded Caliper, a company dedicated to bringing greater cost transparency and AI-powered efficiency to cloud spending.Fletcher tells us that AI is central to Caliper's approach. The platform leverages machine learning forecasting to predict cloud usage trends and generative AI to surface actionable cost-saving recommendations. Unlike traditional cloud cost tools, Caliper provides deep insights across Snowflake, AWS, and Datadog, allowing finance and DevOps teams to pinpoint inefficiencies in real time.

In this special episode of Mortgage and Finance Leader, host Annie Kane sits down with John Ruddick, libertarian member of the NSW Legislative Council and former broker, to explore the pressing issue of payroll tax and its implications for the broking industry in NSW. Tune in to find out: The motivations behind Ruddick's push for a parliamentary inquiry into the Payroll Tax Act 2007. Why he believes this tax burden threatens the very fabric of the industry. What he thinks brokers could be doing to raise awareness about this core issue. The timelines for the NSW Legislative Council's review findings. And much more!

# 219 Celebrating 5 Years of Driving Change for Finance Leaders with Dan Wells https://open.spotify.com/episode/1mgQkjEkaaBVBghRye7nhD Celebrating its 5th anniversary, the GrowCFO podcast takes a deep dive into the remarkable journey of the finance community platform. Led by founder and CEO Dan Wells, this special episode reflects on the evolution of the business, the key milestones, and the vision for the future. As a purpose-driven startup that has transformed into a leading resource for finance professionals worldwide, GrowCFO's story offers valuable insights for aspiring entrepreneurs and established businesses alike. Throughout the conversation, Dan and Kevin explore the challenges and triumphs that have shaped the GrowCFO narrative over the past five years. From the initial community-focused vision to the pivotal shift towards virtual and global expansion, the podcast delves into the strategic decisions, innovative programs, and the power of a dedicated team and supportive community. Key topics covered: The evolution of GrowCFO's business model, from community-based to virtual and global The launch and success of flagship programs like the Future CFO and CFO programs The transition to experiential learning and the impact of the XLF (Experiential Learning for Finance) initiative The importance of mentoring, partnerships, and the diverse team of experts that have contributed to GrowCFO's growth The key learnings and challenges faced by the startup, including the willingness to pivot and the power of purpose-driven leadership The future vision for GrowCFO, focusing on strategic finance, technology integration, and empowering finance teams https://www.youtube.com/watch?v=prCNHnQyBDI&t=55s Links Dan Wells on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:22 - Introduction and discussion of the 5-year anniversary 0:00:44 - Reflecting on the early days and the launch of the business 0:04:29 - Discussing the initial community-focused vision and the impact of the COVID-19 pandemic 0:08:05 - Exploring the evolution of the business model and the importance of mentoring 0:12:24 - Introducing the CFO program and the role of mentors 0:17:23 - Transitioning to experiential learning and the success of the XLF program 0:23:35 - Discussing the key learnings and challenges faced over the past 5 years 0:29:37 - Partnerships with tech companies and the transformation of the finance function 0:35:28 - Future vision and objectives for the next 5 years 0:39:30 - Closing remarks and a special offer for the community Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#218 Soft Skills Every Financial Leader Needs with Melanie Coeshott https://open.spotify.com/episode/65A52E2nhXg7T5L4SPV1Q1 As the business landscape becomes increasingly complex, the ability to effectively communicate, manage people, and navigate interpersonal dynamics has become just as essential as technical financial expertise. Melanie Coeshott, a GrowCFO mentor, shares her insights and experiences in coaching and facilitating courses that help finance professionals develop these crucial soft skills. Melanie and Kevin Appleby explore the importance of experiential learning, where participants actively engage in role-playing, group discussions, and feedback sessions to hone their skills. They discuss the various courses Melanie facilitates, including emotional skills, interpersonal skills, people management, and delegation. Melanie emphasizes the need for finance professionals to continuously develop their soft skills, regardless of their career stage, as these capabilities can significantly impact their effectiveness as leaders and their ability to navigate the evolving business environment. The key highlights of this session include Melanie's personal journey from an accountant in the financial services industry to a career coach and facilitator, her insights on the role of mindset and limited beliefs in career development, and the practical strategies she employs to help her clients and workshop participants unlock their full potential. The discussion also delves into the nuances of active listening, the importance of empowering others through effective delegation, and the value of creating a safe and inclusive environment for learning and growth. Key topics covered: Melanie's background as an accountant and her transition to a career coach and facilitator The importance of soft skills for finance professionals, including emotional skills, interpersonal skills, people management, and delegation The experiential learning approach used in Melanie's courses, emphasizing active engagement and feedback Melanie's insights on addressing mindset and limited beliefs in career coaching The role of motivational maps in understanding individual drivers and satisfaction levels The overlap between one-on-one coaching and group workshops in developing soft skills The relevance of soft skills courses for finance professionals at different career stages https://www.youtube.com/watch?v=QkPl3enoqso Links Melanie Coeshott on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:34 - Introduction and initial greetings 0:01:48 - Melanie's background and facilitation work with GrowCFO 0:05:27 - Discussion of the various courses Melanie facilitates 0:12:38 - The importance of soft skills for aspiring CFOs 0:16:13 - Melanie's approach to the delegation and empowerment course 0:25:17 - Melanie's use of motivational maps in career coaching 0:37:44 - Explanation of the motivational maps tool 0:47:03 - Discussion of networking for future CFOs Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#217 The Blueprint for a High-Performing Finance Team with Damian Smith https://open.spotify.com/episode/4bLrSTnZuprXVZcK4eSF4s Damian Smith, a GrowCFO Mentor, joins the Grow CFO Show to discuss the blueprint for building a high-performing finance team. In today's dynamic business landscape, the need for finance teams to operate at peak efficiency has never been more crucial. Effective finance teams not only drive financial success but also play a pivotal role in shaping the overall success of an organization.Damian, a seasoned finance professional turned leadership coach, shares his unique perspective on transforming dysfunctional finance teams into thriving, purpose-driven units. Drawing from his own experiences as a "recovering toxic CFO," Damian delves into the core principles of the Thrive methodology, a comprehensive approach to cultivating high-performing teams. He emphasizes the importance of trust as the foundation for building a cohesive and collaborative team, as well as the need to align team purpose, values, and goals to drive commitment and accountability.Throughout the discussion, Damian shares practical strategies for finance leaders to address the challenges of dysfunctional teams. He highlights the significance of fostering a culture of healthy conflict and open communication, where team members feel empowered to voice their perspectives and work towards the best possible outcomes. Additionally, Damian underscores the importance of embedding values and accountability into the recruitment and onboarding process to ensure a strong cultural fit and a shared commitment to the team's objectives. Key topics covered: Damian's journey from a toxic CFO to a leadership coach and the lessons he learned along the way The importance of trust as the foundation for building a high-performing team Aligning team purpose, values, and goals to drive commitment and accountability Fostering a culture of healthy conflict and open communication Embedding values and accountability into the recruitment and onboarding process Practical strategies for finance leaders to transform dysfunctional teams https://youtu.be/fmC7hZbVhhs Links Damian Smith on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:50 - Introductions and initial chit-chat 0:09:03 - Damian's background and journey from toxic CFO to leadership coach 0:20:54 - The importance of trust in building high-performing teams 0:27:08 - Aligning team purpose, values, and goals 0:38:39 - The Thrive methodology and its key components 0:48:31 - Advice for finance leaders with dysfunctional teams Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#216 Navigating People and HR Challenges as a CFO with Gwenevere Crary https://open.spotify.com/episode/31IPiTQcj3yVhQ2IvJnXVX As businesses grow, the people and HR challenges they face become increasingly complex. Founders and finance leaders often find themselves responsible for managing HR-related tasks, even without formal training or expertise in this area. In this episode, Gwenevere Crary, Founder and CEO of Guide to HR, shares her insights on how finance leaders can effectively navigate these challenges and build a strong HR foundation for their organizations. Crary emphasizes the importance of establishing robust onboarding processes to retain new hires and ensure a smooth ramp-up. She also discusses strategies for creating a learning and development culture, including providing a variety of training options and aligning with employee career goals. These proactive measures can help finance leaders support their teams and foster a positive work environment.Furthermore, Crary highlights the significance of recruiting with a focus on culture fit and values, especially in startup environments. She also addresses the challenges of transitioning from a founder-led to a professional leadership team and maintaining a strong company culture. By prioritizing these aspects, finance leaders can contribute to the overall success and sustainability of their organizations. Lastly, the discussion underscores the need for finance leaders to develop strategic thinking and planning skills to succeed in C-level roles. As they navigate the evolving landscape of their businesses, the ability to make informed decisions and align HR practices with the company's goals becomes increasingly crucial. By leveraging Crary's insights, finance leaders can enhance their capabilities and effectively manage the people-related aspects of their organizations. Key topics covered: Importance of establishing robust onboarding processes to retain new hires and ensure a smooth ramp-up Strategies for creating a learning and development culture, including providing a variety of training options and aligning with employee career goals Significance of recruiting with a focus on culture fit and values, especially in startup environments Challenges of transitioning from a founder-led to a professional leadership team and maintaining a strong company culture Need for finance leaders to develop strategic thinking and planning skills to succeed in C-level roles https://youtu.be/lwnsjDNSi50 Links Gwenevere Crary on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps [0:06] - Introductions and setting the agenda [0:24] - Discussion on Grow CFO's product launch and experiential learning [3:41] - Exploring partnership opportunities and fractional communities [6:22] - Addressing HR challenges and solutions for startups [11:54] - Importance of onboarding and performance management [15:22] - Creating a learning and development culture [20:12] - Recruiting and culture fit considerations Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

In this special episode, host Maja Garaca Djurdjevic sits down with Luke Howarth, the shadow financial services minister and shadow assistant treasurer of Australia, to deep dive into the world of financial services, touching upon regulatory challenges, political accountability, and the future of financial advice in Australia. Tune in to find out: His thoughts on what should be done about the serviceability buffer. The problems with the Compensation Scheme of Last Resort (CSLR). What the Coalition would like to see happen in advice and super. And much more!

#214 How to Launch a Successful Fractional CFO Practice with Kat Wellum-Kent https://open.spotify.com/show/7yTcgGvYdcXPxz2HbvgB2H Fractional CFO services are becoming increasingly valuable as businesses seek strategic financial guidance to support their growth. In this episode of the Grow CFO Show, host Kevin Appleby sits down with Kat Wellum-Kent, the founder and CEO of Fractional Finance, to discuss her journey in establishing a successful fractional CFO practice. Kat Wellum-Kent shares her background as an accountant, her transition from a larger firm to a smaller practice, and her realization of the gap in the market for strategic financial advice. She describes her decision to start Fractional Finance, the challenges she faced in securing her first clients, and the rapid growth of her business over the past two years. Kat's story provides valuable insights for finance professionals considering the transition to a fractional CFO role. Key topics covered: Kat's background in accounting, including her time at Deloitte and her move to a smaller practice Her discovery of the fractional CFO concept and the decision to start her own business The importance of using the CFO competency framework to assess her skills and identify areas for improvement The process of securing her first clients, including the power of LinkedIn for lead generation The growth of Fractional Finance, from two clients in January 2023 to 17 clients by October 2024 The value of Kat's corporate finance experience and how it benefits her clients The role of a mentor in guiding Kat through the challenges of entrepreneurship Advice for aspiring fractional CFOs, including the importance of protecting time and backing oneself https://www.youtube.com/watch?v=7f9qbchI9l4 Links Kat Wellum-Kent on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:15 Kat's background and transition to a smaller accounting practice 0:09:28 Kat's decision to start Fractional Finance and the business planning process 0:13:00 Securing the first clients and the power of LinkedIn 0:15:28 The growth of Fractional Finance and the team expansion 0:19:46 Kat's ambition for the business and the market potential 0:22:11 The relevance of Kat's corporate finance experience 0:25:40 The value of having a mentor for guidance and support 0:27:20 Kat's advice for aspiring entrepreneurs and dealing with imposter syndrome Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Financial transformation has emerged as a critical imperative for organizations in 2024, driven by the need to adapt to rapidly changing economic conditions, technological advancements, and evolving business landscapes. Coming into 2025, as CFOs face pressure to do more with less while driving growth and maintaining compliance, they are turning to digital solutions and holistic approaches to reshape and modernize financial processes. This transformation goes beyond simply adopting new technologies; it requires a fundamental rethinking of how finance functions operate and contribute to overall business success.In this PodChats for FutureCFO, we are joined by Ms Giselle Arellano-Geronimo, vice president- head of finance, accounting and procurement for Shearwater Health, as she walks us through what it takes to become a transformative finance leader in 2025.1.       What is a transformative leader? Do you consider yourself one?2.       In your view, can one be a transactional leader and be an equally transformational leader?a.       Who is your one role model for a transformational leader?3.       What metric should one use to gauge whether we have what it takes to be a transformative leader? a.       List must have and nice to have qualities.4.       In building the next generation of leaders, what do you look for as qualities/traits worth building upon?5.       How do you nurture people to become transformative leaders (even if they are not aware and may not necessarily have the initial desires to be one)? a.       How would you address resistance to become one?6.       Speaking of opportunity, do you agree that everyone, at all levels of an organization, can be transformational leaders for their teams/colleagues?7.       In closing, what is your advice for others listening to this PodChats on the topic of becoming a transformative finance leader in 2025?

#213 C-Suite as a Service: Redefining Leadership in the Digital Age with Sara Daw https://open.spotify.com/episode/30bHNDcIm7hfbOG1PFJr8m The fractional C-suite model is transforming the way organizations access and leverage top-level talent. As businesses navigate the complexities of the digital landscape, the need for agile, specialized leadership has become increasingly crucial. Sarah Daw, the CEO of The CFO Centre Group, shares her insights on this innovative approach to C-suite talent management. In this insightful discussion, Sarah Daw delves into her own journey, from a chartered accountant to the leader of an international organization that provides fractional CFO services. She explores the growing demand for flexible, on-demand access to C-suite expertise and the benefits it offers to both businesses and professionals. The conversation covers a range of topics, including the evolution of the gig economy, the importance of psychological ownership in the access economy, and the challenges of building a cohesive culture in a fractional workforce. Key topics covered: The importance of mentoring and skill development for professionals in the fractional model Sarah's background and transition from corporate finance to the fractional CFO model The growth and expansion of The CFO Centre Group, from a local to an international business The advantages of the fractional CFO model, including flexibility, specialization, and cost-effectiveness Expanding the fractional model beyond the CFO role to other C-suite functions The role of fractional CFOs in supporting group-level finance leaders The future of work and the shift towards a more agile, portfolio-based workforce Strategies for building a strong organizational culture in a fractional work environment https://www.youtube.com/watch?v=-dfjG5M3XUU Links Sara Daw on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 - Introduction to the Grow CFO Show and Sarah Daw 0:00:36 - Sarah Daw's background and journey to the CFO Centre 0:03:18 - The growth and expansion of the FD Centre/CFO Centre 0:07:11 - The role of fractional CFOs in supporting group-level finance leaders 0:11:53 - Sarah Daw's book, "Strategy and Leadership as a Service" 0:19:57 - Building culture in a fractional workforce 0:25:59 - Mentoring and skill development in the fractional model 0:31:07 - The future of work and generational shifts in the fractional model Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#211 Power Moves: CFO Strategies for the Modern World with Justin Smith https://open.spotify.com/episode/1pWwzUs6hkgmIypL7iATHQ The role of the Chief Financial Officer (CFO) has evolved significantly in recent years, moving beyond the traditional focus on balance sheets and financial reporting. In this podcast episode, Justin Smith, the CFO of FinQuery, shares his insights on the evolving responsibilities and skills required for modern CFOs to drive strategic and operational value within their organizations. Justin spent almost a decade working at Goldman Sachs in the investment banking division where he focused primarily on strategic finance, giving him the ability to approach every decision as a CFO with a unique perspective.  Justin is passionate about promoting cross-functional efficiency as he's spent a lot of time working across departments because his job is to manage all financial resources for the firm, which touches just about every corner of the company. In his POV, finance should be like Switzerland. They are neutral but need to manage efficiency and resources across the whole organization. They also need to take into account proper cost cutting while simultaneously allocating towards growth, which not every CFO is able to accomplish. Justin's career journey from an investment banking background to the CFO seat at FinQuery provides a unique perspective on the changing landscape of the finance function. He discusses the challenges of transitioning into the CFO role, the importance of communication and data-driven decision-making, and the strategies employed by FinQuery to navigate the uncertain economic environment. Key topics covered:  Justin's career path from investment banking to CFO at FinQuery The evolving role of the CFO, moving beyond traditional accounting and finance The importance of communication, analytical skills, and strategic thinking for modern CFOs FinQuery's approach to balancing growth and profitability in uncertain times The role of data analytics and AI in finance and operations Strategies for effective communication and integration in a remote work environment Advice for finance leaders navigating transformation and change https://www.youtube.com/watch?v=cc2Zk4YdFxo Links Justin Smith on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:32 Challenges faced by Justin in transitioning to the CFO role 0:06:25 Key skills required for a modern CFO 0:14:38 Top challenges faced by FinQuery in the current economic environment 0:20:06 FinQuery's approach to data analytics and AI 0:28:35 Challenges of communication and integration in a remote work model 0:31:38 Advice for finance leaders navigating transformation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#210 Gen Z in Finance: Why Onboarding and Development Programs Must Evolve to Retain Top Talent with Marlo Lyons https://open.spotify.com/episode/55t2MygtVV9SBM2StJ2bTe As the workforce continues to evolve, the emergence of Generation Z (Gen Z) has brought about a significant shift in the expectations and priorities of young professionals. In the finance industry, where the need for skilled and engaged talent is paramount, understanding and adapting to the unique characteristics of Gen Z has become a critical imperative for organizations. This podcast episode with Marlo Lyons, a C-Suite Coach and HR Business Partner, delves into the nuances of managing and retaining Gen Z employees, highlighting the importance of revamping onboarding and development programs to meet their evolving needs.The discussion underscores the importance of recognizing the distinct values and preferences of Gen Z, who place a strong emphasis on work-life balance, corporate social responsibility, and continuous learning and growth. As finance leaders grapple with the challenge of attracting and retaining top talent, this episode provides valuable insights into the strategies and approaches that can help organizations stay ahead of the curve and foster a thriving, engaged workforce. Key topics covered:  Understanding the characteristics of Gen Z and their focus on work-life balance, corporate responsibility, and continuous learning Challenges faced by older generations in managing and communicating effectively with Gen Z employees The need to shift the interview process from competency-based to needs-based to better understand and accommodate Gen Z's aspirations The role of technology and Gen Z's tech-savvy nature in driving innovation and transformation within finance organizations The importance of aligning corporate mission, values, and sustainability efforts with the expectations of Gen Z The significance of transparent communication, even when discussing confidential information, to build trust and engagement The impact of remote work and flexible arrangements on fostering creativity and work-life balance for Gen Z https://www.youtube.com/watch?v=2eWNzZ0B8TU Links Marlo Lyons on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:04 - Marlo Lyons discusses the characteristics of Gen Z and their focus on work-life balance 0:02:49 - Challenges faced by older generations in managing and communicating with Gen Z employees 0:06:21 - The need to shift the interview process to better understand and accommodate Gen Z's aspirations 0:07:10 - The role of technology and Gen Z's tech-savvy nature in driving innovation and transformation 0:11:44 - The importance of aligning corporate mission, values, and sustainability efforts with Gen Z's expectations 0:16:09 - The significance of transparent communication, even when discussing confidential information 0:22:23 - The impact of remote work and flexible arrangements on fostering creativity and work-life balance for Gen Z Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#209 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knecht https://open.spotify.com/episode/2k4TLteEXRIcFInGhqfaJX As the accounting profession navigates the shifting landscape of compliance-driven services and the growing demand for strategic advisory, the need for upskilling has become paramount. Roger Knecht, the President of Universal Accounting and host of the "Building the Premier Accounting Firm" podcast, shares his insights on this critical transformation. In this insightful discussion, Roger and Kevin, explore the evolving role of the modern accounting professional. They delve into the commoditization of traditional services, the rise of CFO and advisory offerings, and the essential skills required to thrive in this new era. Knecht, a seasoned industry veteran with over 25 years of experience, provides a unique perspective on the changing dynamics within the accounting profession. The conversation highlights the importance of formalizing and pricing advisory services effectively, as opposed to offering them as an add-on to compliance-focused work. This shift in mindset and service delivery is crucial in ensuring that accounting professionals can meet the growing demands of their clients and remain competitive in the market. Knecht also emphasizes the need for accounting professionals to develop strong interpersonal skills, a non-judgmental approach, and the ability to ask the right questions to guide clients towards their own solutions, fostering trust and delivering meaningful value. Key topics covered:  Roger Knecht's background as a podcaster and his journey at Universal Accounting The distinction between compliance-focused services and the value-added advisory role The importance of formalizing and pricing advisory services effectively The client's perspective and the benefits of a one-stop shop for accounting services The interpersonal skills and mindset shift required for successful advisory engagements The impact of AI on the accounting profession and the need for accountants to become "prompters" The future outlook for the accounting industry and the role of human advisors in an AI-driven landscape https://www.youtube.com/watch?v=kjh74LPhX0w&t=393s Links Roger Knecht on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:00:11 - Introduction of Roger Knecht and the Grow CFO Show 00:00:44 - Roger Knecht's background and interests 00:01:33 - Roger's journey into podcasting 00:03:59 - Roger's 25-year tenure at Universal Accounting 00:04:52 - Roger's non-accounting background 00:05:57 - The evolution of accounting services and the rise of advisory 00:10:11 - The distinction between tax preparation and tax planning 00:13:13 - The ideal client size for CFO and advisory services 00:14:45 - The need for upskilling in the accounting profession 00:19:46 - The importance of asking the right questions as an advisor 00:24:24 - The impact of AI on the accounting profession 00:34:15 - The unique value of human advisors in an AI-driven landscape 00:37:10 - The future outlook for the accounting profession Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Ok, quick question for you: Ever feel like your work and identity are all tangled up?Today, we're chatting with Ricky Padgett from Burlington, Vermont. He's a certified executive and leadership coach, and he's been there. In this episode, Ricky shares his career flip story—from being a CFO to still doing CPA work, while coaching others to navigate their own big career changes. He talks about how staying true to your values is key when making those big decisions. Plus, he highlights the power of asking for help when you're going through change. Spoiler alert: you don't have to figure it all out alone! Ricky also opens up about the challenge of separating who you are from what you do—and why it's so important to give yourself permission to redefine what success looks like for *you.*And for listeners of The Career Flipper podcast, Ricky's offering a 20% discount on his coaching program!Episode TakeawaysValues play a crucial role in guiding career decisions and can serve as anchors during times of change.Asking for help is a superpower that can lead to support, growth, and stronger relationships.Untangling one's identity from their work is a challenging but necessary process when making a career flip.Giving oneself permission to redefine success and follow a different path is essential for personal and professional growth.Connect with Rickyhttps://www.padgettcoaching.com/Mention The Career Flipper Podcast for 20% off a 3-month coaching package! Thanks for tuning in to The Career Flipper podcast!If you loved this episode, spread the word! Share it with a friend, hit that subscribe button and don't forget to leave a review—it really helps spread the word to more career flippers like you. Let's Connect:Join the flippin' fam: thecareerflipper.comTikTok: https://www.tiktok.com@thecareerflipperInstagram: http://instagram.com/thecareerflipperpodGot a career flip story? I want to hear all about it & have you on an episode! Whether you've flipped or are about to, or right smack in the middle of a flip, drop me a line: hello@thecareerflipper.com Want to support the show? You can hire me to speak at your event about career changes or let's collaborate through affiliates or sponsorships. Interested? Reach out at hello@thecareerflipper.com Take my customer service courses, maybe? Before being laid off, I spent years in customer experience leadership, helping teams improve how they serve their customers. That work didn't stop with my corporate job—it's now helped over 12,000 students worldwide through the online courses I've built. Whether you're looking to switch to customer service or sharpen your skills, these courses are packed with real-world tips, from handling tough conversations to managing customer interactions. Check them out at thecareerflipper.com/courses! Other ways to get involved with the show:Buy me a coffeeCheck out my furniture flipsIntro & outro music by audionautix.com!

#207 Authentic Personal Branding: Empowering Finance Professionals to Lead with Confidence with Susana Serrano-Davey https://open.spotify.com/episode/3INMaL2iT2ikuMnrnGMXbY Cultivating a strong personal brand is essential for finance leaders seeking to maximize their impact and fulfilment in the workplace. In this insightful discussion, GrowCFO Mentor Susana Serrano-Davey shares her expertise on how finance professionals can unlock greater confidence and career satisfaction by embracing their authentic selves. Susana emphasizes that personal branding is not about creating a facade, but rather about uncovering and communicating one's unique strengths, motivations, and qualities. The key highlights of this session include strategies for self-discovery, effective personal brand communication, and aligning professional choices with one's true passions and superpowers. Key topics covered:  The importance of self-reflection to understand your superpowers and what truly inspires you, rather than just chasing prestigious job titles. Strategies for effectively communicating your personal brand, such as providing specific, substance-backed examples rather than broad statements. The role of appropriate attire in enhancing your confidence and professional presence. Balancing your strengths and weaknesses, and acknowledging both to build trust and credibility. The value of preparation and authenticity when presenting yourself, whether in interviews or other professional settings. https://www.youtube.com/watch?v=ntKdF6OrDtU Links Susana Serrano-Davey on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:02:37 - Susana explains the importance of discovering your authentic self and aligning your personal brand with your true motivations and strengths. 0:07:04 - Discussion on the value of understanding and leveraging your unique strengths and superpowers. 0:12:55 - Susana shares her personal experience of feeling trapped in a role that didn't align with her free-spirited nature. 0:19:07 - Emphasis on effectively communicating your personal brand through specific, evidence-backed examples. 0:26:49 - The role of appropriate attire in enhancing confidence and professional presence. Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dave Woolliscroft, Finance Leader and Big 4 Managing Director. Randy and Dave discuss the key differences between venture capital and private equity, particularly focusing on what it means for companies preparing for a sale to a PE firm. The conversation highlights the importance of understanding the operational changes that occur under PE ownership, emphasizing that companies often experience increased scrutiny and a more rigorous reporting structure. Dave shares insights on what makes a great PE firm and how their approach to growth can differ significantly from that of VCs, especially regarding profitability and operational discipline. Expert Takeaways Understanding the differences between VC and PE is crucial for founders and CEOs.Preparing for a sale to a PE firm requires clear financial data and predictability.Effective go-to-market execution is essential for attracting PE interest and valuation.CFOs must adapt to a more rigorous financial environment under PE ownership.Regular communication with the board helps alleviate concerns and ensures alignment.Pricing strategy plays a significant role in maximizing profitability and growth potential.Timestamps(00:00) Intro(00:15) Meet Dave Wooliscroft(01:24) Understanding VC vs PE(13:26) Preparing for a Sale to PE(24:58) Life Under Private Equity(36:37) Key Advice for CFOs in PE Transactions(40:47) Speed Round: Metrics, Books, and InfluencersLinksMaxioUpcoming EventsMaxio Institute ReportRandy Wootton LinkedIn Dave Woolliscroft LinkedIn

#206 Designing a Happier Career in Finance: Unlocking Your Superpowers with Lucia Knight https://open.spotify.com/episode/5tlIj233qNruLyGk2rUbZA Designing a happier, more fulfilling career is a critical concern for finance professionals navigating the challenges of linear career paths and feeling stuck in mid-level roles. In this episode, Lucia Knight, a Midlife Career Design Consultant and Co-Creator of The Fierce Emporium, shares her expertise on how finance leaders can intentionally craft careers that align with their unique strengths and interests, leading to greater job satisfaction and long-term career success. Many finance professionals, despite their impressive qualifications and experience, find themselves dissatisfied with their work, with studies showing that less than 50% of their time is spent on tasks they truly enjoy. This episode explores strategies to help these individuals break free from the constraints of traditional career trajectories and design roles that energize and inspire them. Key topics covered include: Lucia's personal journey from a "career coma" in financial recruitment to retraining as an occupational psychologist and uncovering the secrets of happier work. The importance of identifying and leveraging one's "superpowers" - activities that are deeply satisfying, energizing, and unique to the individual. Strategies for uncovering these superpowers, such as the 4-piece paper exercise to reflect on past work experiences. Aligning superpowers with problems that are genuinely interesting and valuable to others, rather than just moving to a different company or sector. The significance of strategic career planning, avoiding the "shiny object syndrome," and ensuring alignment between personal values and the organization's culture. Resources provided, including Lucia's website midlifeunstuck.com, to help finance professionals design their ideal careers. https://www.youtube.com/watch?v=IR26BGTXFK4 Links Lucia Knight on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:01 - Lucia Knight's introduction and background in financial recruitment 0:01:23 - Lucia's experience of a "career coma" and the realization that she hadn't learned anything new in years 0:04:38 - The concept of "happy work" and the importance of finding deep satisfaction in one's work 0:05:44 - Challenges finance professionals face in linear career paths and feeling stuck at mid-level roles 0:09:46 - The importance of enjoying at least 75% of one's work time to feel satisfied 0:10:47 - Identifying and leveraging unique "superpowers" - activities one loves, does easily, and that energize them 0:13:38 - Examples of finance superpowers, such as translating words into numbers to tell a story and cutting through the noise to find solutions 0:16:51 - Strategies for uncovering superpowers, such as the 4-piece paper exercise 0:24:42 - Aligning superpowers with interesting problems that others need solved 0:28:15 - The importance of strategic career planning and avoiding the "shiny object syndrome" 0:31:57 - Ensuring alignment between one's values and the organization's lived values 0:33:00 - Resources provided, including Lucia's website midlifeunstuck.com Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#205 Amplify your personal and social impact with Catherine Marks and Alice Clementi https://open.spotify.com/episode/2NTyMBWk0soOQsDm1yYhYg Amplifying personal and social impact is a crucial aspect of effective leadership in today's business landscape. In this episode of The GrowCFO Show, host Kevin Appleby delves into this topic with two esteemed guests: Catherine Marks, Finance Team Training Director, GrowCFO, and Alice Clementi, Co-Founder of Charterpath. The discussion centers around the importance of skills-based volunteering and the mutual benefits it can bring to both finance professionals and the nonprofit sector. Catherine Marks, who is also pursuing a master's degree in philanthropy, shares her insights on the multidimensional nature of impact and the role of intentional leadership. Alice Clementi, drawing from her own experience of volunteering and co-founding Charterpath, highlights the challenges faced by charities in finding skilled volunteers and the transformative impact that finance professionals can have. Key topics covered include: The definition and importance of personal and social impact in the corporate finance world The concept of skills-based volunteering and its advantages for both individuals and charities The challenges and opportunities in aligning finance professionals with the right volunteering opportunities The "Leading with Impact" partnership between GrowCFO and Charterpath, which aims to amplify the impact of finance leaders Practical advice for individuals interested in getting involved in volunteering and the benefits it can bring The role of corporate support in enhancing the impact of skills-based volunteering https://www.youtube.com/watch?v=wr1JvHMLVSQ Links Catherine Marks on LinkedIn  Alice Clementi on LinkedIn  Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 Introduction to the podcast and the guests 0:00:53 Alice Clementi's background and journey to co-founding Charterpath 0:03:54 Catherine Marks' involvement in the nonprofit sector and collaboration with Charterpath 0:06:57 Catherine Marks' perspective on the definition and importance of impact 0:10:02 The concept of skills-based volunteering and its advantages 0:13:01 The benefits of volunteering for individuals 0:19:27 Details on the "Leading with Impact" partnership between GrowCFO and Charterpath 0:21:43 How the "Leading with Impact" program works in practice 0:25:14 Importance of aligning volunteering with personal passions 0:27:45 How corporates can get involved in the "Leading with Impact" program 0:30:31 Charterpath's offerings and how to get involved Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#203 Counting More Than Cash: Can CFOs Handle Human Value? with Arjan Udding and Werner Schouten https://open.spotify.com/episode/4XDwgSdG36iRyx8uhedCK4 In this episode of the GrowCFO Show, host Kevin Appleby engages in a thought-provoking discussion with Arjan Udding, Director Impact Institute, and Werner Schouten, Director Impact Economy Foundation. The conversation centres around the evolving role of the Chief Financial Officer (CFO) in the realm of sustainability. The guests make a compelling case for the CFO to transition into a Chief Value Officer (CVO) role, emphasizing the need to balance the traditional focus on financial value with equal consideration for social, human, and natural value creation. They delve into the importance of impact accounting, a methodology that quantifies non-financial value and integrates it with financial metrics. Arjan and Werner share examples of European institutions, such as Rabobank and Triodos, that have successfully adopted impact accounting to inform their decision-making and long-term investment strategies. Throughout the discussion, the speakers highlight the need for a harmonized, accessible language for impact reporting. This, they argue, is crucial for driving sustainable business practices and investment decisions across organizations of all sizes, as it enables a comprehensive understanding of the interconnected environmental, social, and governance (ESG) factors that shape a company's long-term viability and societal impact. Key topics covered include: Introduction and background of the guests, Arjan and Werner Debate on whether the finance leader should be called a CFO or CVO Role of financial metrics in sustainability and the need to expand them Integration of financial and non-financial metrics through impact accounting Examples of companies adopting impact accounting Challenges and opportunities in implementing impact accounting The broader impact of impact accounting beyond just ESG Conclusion and call to action for CFOs to embrace the role of Chief Value Officer https://www.youtube.com/watch?v=maxJKO35A7s Links Arjan Udding on LinkedIn Werner Schouten on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:0:00 - 0:0:19 Introduction and background of the guests  0:0:19 - 0:1:35 Debate on whether the finance leader should be called a CFO or CVO  0:1:35 - 0:3:15 The need to redefine value beyond financial value  0:3:15 - 0:6:00 Expanding financial tools to include social and environmental value  0:6:00 - 0:7:30 The CFO's role in owning the balanced scorecard  0:7:30 - 0:12:30 Integrating financial and non-financial metrics through impact accounting  0:12:30 - 0:16:00 Examples of companies adopting impact accounting  0:16:00 - 0:20:00 Challenges and opportunities in implementing impact accounting  0:20:00 - 0:22:30 The broader impact of impact accounting beyond just ESG  0:22:30 - 0:24:00 Conclusion and call to action for CFOs to embrace the role of Chief Value Officer Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#202 How Does Corporate Legal Finance Work? with Jordan Licht https://open.spotify.com/episode/7gxFduDodLzWwcUMKr0rpV?si=nKOiLbeOT1m-TXDZ1wf7Xw In this episode of the Grow CFO Show, host Kevin Appleby sits down with Jordan Licht, the CFO of Burford Capital, to discuss the fascinating world of legal fundraising and litigation finance. Jordan Licht's career journey to becoming the CFO at Burford Capital is an interesting one. He transitioned from a 15-year background in investment banking and consulting to eventually taking on the CFO role, reconnecting with a former boss who had also joined Burford. This highlights the importance of maintaining professional networks and how serendipitous career paths can be. The core focus of the discussion centers around Burford Capital and the unique world of litigation finance. Jordan provides an overview of how Burford invests in commercial litigation cases, sharing in the risk and reward. He explains Burford's thorough underwriting process, the challenges of estimating case durations, and the benefits their capital and expertise can provide to clients. The conversation also touches on Burford's global presence, their approach to building a non-law firm culture, and the complexities of funding and managing the company's own capital requirements. Beyond just traditional finance responsibilities, Jordan emphasizes the value of having diverse experience across sales, strategy, and operations. This broader understanding of the business, rather than just the finance function, has been crucial in his current role as CFO. Jordan discusses how this experience has helped him appreciate the symbiotic relationship between business operations and finance, and the dependencies that exist between the two. Key topics covered include: Jordan Licht's career journey to becoming CFO at Burford Capital Jordan's diverse experience beyond traditional finance roles Overview of Burford Capital and litigation finance Burford's investment process and client engagement  Cash flow and fee structure in litigation finance Jordan's role as CFO and building a non-law firm culture Burford's global presence and client engagement Funding and capital management at Burford https://www.youtube.com/watch?v=-yaJ0oH0uWU Links Jordan Licht on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:0:12 - Introduction by Kevin Appleby 0:0:48 - Jordan Licht's introduction and background 0:1:59 - Discussion on career networking and connections 0:2:34 - Jordan's previous roles before Burford Capital 0:4:03 - The evolving role of a CFO 0:5:01 - Explanation of Burford Capital's business model 0:7:07 - Litigation finance and its benefits 0:10:05 - Underwriting and investment process 0:11:58 - Win rates and case outcomes 0:14:14 - Example of a litigation finance process 0:16:49 - Financial and strategic benefits for companies 0:18:11 - Jordan's role as CFO at Burford Capital 0:19:39 - Company culture and working with lawyers 0:21:55 - Building the right company culture 0:23:05 - Client engagement and partnerships 0:24:50 - Global presence and operations 0:25:35 - Size and structure of the finance team 0:26:45 - Burford's investment portfolio and capital sourcing 0:28:37 - Closing remarks and appreciation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader p...

Why you should listenLearn Jamie's approach to selecting and integrating new ERP systems for growing businesses.Hear about Jamie's personal journey and the challenges she overcame in expanding her SaaS partnerships.Get actionable tips on managing client experiences and financial strategies in a dynamic business environment.Feeling overwhelmed as a tech consultant with one SaaS partner and considering adding another? In this episode, I speak with Jamie Smith, co-founder of Amplified Advisors, about the challenges and opportunities of expanding your ERP solutions. Jamie shares her journey from managing a single SaaS partner to incorporating a second and how it has impacted her business strategy. Tune in to learn about the key factors in choosing the right ERP systems and Jamie's lessons in her multifaceted role.About Jamie L. SmithJamie is a Co-Founder of Amplify Advisors, which focuses on financial strategy for growing business. As the Chief Experience Officer, she leads the Client Experience and reinforces the values and purpose of Amplify. She runs communications, marketing, brand, Employee Experience, the CFO team, Finance Leader services, Recruiting services and all areas of experience.Jamie always knew she wanted it all: a husband, kids, and an important job. Her biggest lesson to date was learning that you can have it all, but you can't do it all yourself. So, she's surrounded herself with an epic team, family, and friends to keep the dream alive. Resources and LinksAmplifyadvisors.caJamie's LinkedIn profileOpus ClipJoin the Tech CollectivePrevious episode: 554 - Shift Your Tech Consulting Business Into High GearCheck out more episodes of The Paul Higgins ShowPaul Higgins Mentoring YouTube channelTech Consultant's RoadmapJoin our newsletterSuggested resources

Continuing in the series of interviews with CFOs from pre-IPO companies recorded live from the New York Stock Exchange, in this episode, CJ is joined by Marcos Torres, CFO of Huntress. Marcos talks about his unusual career path and how he believes there are outsized prizes for people who take the path less traveled. He discusses the qualities of a good CFO such as critical thinking and adaptability, and how this relates to the survival of the fittest versus the survival of the strongest in Darwin's theory. He explains the significance of having a clear vision, making strategic decisions in the face of ambiguity, and the role of the CFO as a business leader, not just a finance leader. Listen out for an exciting fundraising announcement.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

11. Finance leader Liz Stapleton Zerella's moxie landed her a rare senior job share arrangement at Clorox with partner Michelle Shalauta.What the duo did next is remarkable. If you're wondering if job sharing will negatively impact your career progression, not only does research prove the opposite—According to The Job Share Project, over 70% of job share teams who apply are promoted together—but Liz and her job share partner Michelle successfully navigated a nine-year partnership in four roles while also winning promotion as a job share. As if that weren't impressive enough, they worked in a predominantly male division of Clorox in finance where job sharing was unheard of. So friend, take that to heart. Both are possible for you too. We had this phone meeting before this podcast was even a thing, and I think you'll find our conversation unique and special—like being a fly on the wall for two former job sharers who've finally connected as part of a secret society of job sharers to dish on what it was really like. I hope you enjoy it! Episode Website: workmuse.com/11Transcript hereSend Melissa a Text Message.RATE, REVIEW & FOLLOW ON APPLE PODCASTS “I love Melissa and Jobshare Revolution.”

In this special episode, host Annie Kane sits down with Gerald Foley, the managing director of National Mortgage Brokers (nMB), to explore how he helped ANZ launch into broker, how broking has evolved over the years, and what he thinks the future of broking looks like. Tune in to discover: Why ANZ decided to start operating in the broker channel. Why the banks decided to introduce trail commission. The importance of supporting mental health in industry. And much more!

In this special episode, host Annie Kane sits down with the executive chairman of LMG, Sam White, to explore how the group evolved to become the biggest aggregator in the continent and what the payroll tax court case means for the broking industry. Tune in to discover: How and why LMG grew into Australasia's largest aggregator. What the payroll tax judgment means for brokers. What he thinks the future of broking looks like. And much more!

Join us in this enlightening episode of CFO 4.0 as Hannah Munro sits down with Tory Bauman, Vice President, FP&A at Zayo Group, to discuss the intricacies of financial planning and analysis in the fast-paced world of telecommunications infrastructure. Tory shares her remarkable journey from public accounting to a pivotal role in a major global company, offering unique insights into the challenges and opportunities of financial transformation.In this episode, we cover:Tory's transition from auditing to leading FP&A, and her first-hand experiences with the company's evolution from public to private equity.The critical role of communication with auditors and the significance of understanding business operations from both sides of the financial fence.The importance of asset integration, and the shift towards cultural fit in recent acquisitions.Practical advice for finance professionals on career progressionThe emerging trend of boomerang employees and considerations for those contemplating a return to a previous employer.Links mentioned in this episode: Tory's LinkedinLearn more about Zayo Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this insightful continuation of the conversation, Lisa Marie shares invaluable advice on navigating career switches and finding new job opportunities amidst mass layoffs. Delve into creative techniques for career transitions, gleaned from Lisa Marie's extensive experience in finance. Explore the role of women in finance, including strategies for breaking barriers and advocating for diversity and inclusion. Additionally, gain a deeper understanding of the water crisis and discover innovative solutions proposed by Lisa Marie based on her experience with the San Diego Water Authority. Whether you're facing job uncertainty or seeking to empower yourself in the finance industry, this episode offers practical guidance and inspiring insights to help you thrive in today's dynamic landscape.Disclaimer: The content provided in this episode is for educational purposes only. It is not intended as, and shall not be construed as, financial or investment advice. Any strategies, tips, or information shared in this episode are solely for the purpose of general knowledge and discussion. Listeners are encouraged to consult with qualified financial professionals and conduct their own research before making any financial decisions. The hosts and guests do not assume any responsibility or liability for the accuracy, completeness, or suitability of the information presented. Investments involve risk, and past performance is not indicative of future results. Listeners should exercise caution and discretion when considering any financial actions, and their personal circumstances and goals should always be taken into account.

In this special episode, host Annie Kane sits down with Greg Pennells, the co-founder of aggregation group Purple Circle Financial Services (and co-founder of former aggregator Choice Aggregation Services) to find out how the mortgage aggregation space has been evolving. Tune in to discover: Why and how mortgage broker aggregation first started. Why he co-founded Choice Aggregation Services and Purple Circle. His thoughts on the future role of aggregators. And much more! Content warning: This podcast contains content about depression. Listener discretion is advised. If you require mental health support and want to talk to a counsellor, free, confidential counselling is available from Beyond Blue on 1300 22 4636. If you are concerned for your immediate safety or the safety of others, call Triple Zero (000).

Ian Jones is Managing Director at Care & Independence Limited, a venture-capital-backed company which provides a range of products to aid mobility, independence and improve daily life for the elderly and less able. Ian is a qualified Accountant and experienced Finance Leader by background, and in this episode of the First-time Founders Podcast he shares how and why he chose The Entrepreneurial Operating System (EOS) to underpin his efforts to lead Care & Independence to sustainable growth.Interested viewers or listeners can reach Ian via https://www.linkedin.com/in/ian-jones-91878313/ ) and Rob (https://www.linkedin.com/in/robertliddiard/) at Rob@mission-group.co.uk

The volume of CFO priorities has increased for years. In the past 12 months, the intensity of these urgencies also spiked, forcing finance leaders to make higher-stakes decisions more quickly and implement major adjustments with far-reaching implications.Results from the latest Global Finance Trends Survey conducted by Protiviti show that CFOs recognize the volume and magnitude of the challenges bearing down on them and their finance groups as they prioritize ESG, generative AI, business planning and analysis, talent management, and much more.The results of this study are available in our new report, Accelerate: Assessing CFO and Finance Leader Perspectives and Priorities for the Coming Year. This is available at www.protiviti.com/financesurvey.In this podcast, Protiviti Managing Directors Kerry Buchar and Chris Wright share their insights on the results of this global study and what they tell us about the challenges finance organizations face today. Chris is the global leader of Protiviti's Business Performance Improvement group. Kerry is a leader in the BPI practice, with experience in accounting and finance transformation.Contact Chris here: www.protiviti.com/us-en/christopher-wright.Contact Kerry here: www.protiviti.com/us-en/kerry-buchar.

What if you, as a finance professional, had the power to shape the future of your organization and influence more positive outcomes? Imagine being the driving force that transforms your team into better versions of themselves! We're going to explore these possibilities in today's episode. With our unique perspective in assessing and measuring key data, we discuss how our daily tasks are not just about crunching numbers but are pivotal in making strategic decisions. Our role is to inspire and guide our team to appreciate how their work is making a real impact on the organization's success. Episode outline:How Finance and Accounting professionals impact the organization,Show your team members how they make a difference, and A true Finance Leader will transform the people around them into a better version of themselves.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show

Abhilkeha Jain is Partner, Head of Sales -UK, Ireland & Middle East at BlueBay Asset Management. In the past she has worked with Invesco, Pimco, Deutsche Bank & UBS. In this episode she talks about: Resilience & Perseverance Inspiration from Indian joint family dynamics Her Transformative migrant edge

In this episode, we are joined by Abhinav Swarup, the Vice President of Finance at Zeus Living, a new, modern mode of housing, making it easy to live well, wherever you go. He started his career at PricewaterhouseCoopers and has since worked as a finance leader at Amazon, Netflix, PayPal, and Patreon. He has an MBA from Yale University, a Post Graduate Diploma from IIM Lucknow, and an undergraduate degree in Electrical Engineering from IIT Roorkee. Tune in to learn more!

Lex chats with Sankaet Pathak, the founder and CEO of Synapse - the largest regulated banking-as-a-service platform that provides payment, card issuance, deposit, lending, compliance, credit and investment products as APIs to more than 18 million end users. In this episode, Sankaet delves into his journey that led him to fintech and the decision to build a robust financial infrastructure. Together, Lex and Sankaet explore the value of modular architecture in dissecting financial infrastructure and the role of middleware in distribution. Reflecting on the global demand for the US dollar in crypto markets, and assessing its implications. Sankaet shares key metrics for evaluating Synapse's scale and success and discusses revenue generation and cost alignment in the FinTech space. They analyze market dynamics, the impact of COVID, and navigating the regulatory landscape. MENTIONED IN THE CONVERSATION Synapse's Website: https://bit.ly/3DiUT6YSankaet's LinkedIn profile: https://bit.ly/3Da8jCx Topics: BaaS, API, Open Banking, payments, banking, Fintech, Embedded Finance Companies: Synapse, SynapseFi, Stripe, Square ABOUT THE FINTECH BLUEPRINT 

What drives you to achieve excellence? To achieve your BEST every day? Learning is a big part of our journey in achieving excellence, so what helps you to stay motivated to learn and grow? I believe we must stay curious and be curious to continue to develop and improve each day. Our learning approach helps to expand our capacity AND our potential. Stay and be curious in our profession so you learn new skills and new ways to lead your team and organization to more positive outcomes. Train yourself to be curious, which can lead to more opportunities to advance. Episode outline:Our curiosity leads to the development of new skills and abilities,How to train yourself to be more curious, andContinually expand your potential for finance leadership.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.