Podcasts about finance operations

This episode is sponsored by SignUp Software. When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: ·         To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website (https://www.signupsoftware.com/book-demo/) and request a product demo today.

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

Cec grew up in Salem, but has been a member of the Monmouth-Independence community for over 40 years. She has volunteered with organizations from the cooperative preschool to the Chamber of Commerce, to the Monmouth-Independence Community Foundation, where she has served on the Board since 2001 (with almost 20 years as its treasurer). Currently, Cec works as the Director of Finance & Operations for the Central School District and just completed 10 years of service on the Board of Trustees of Western Oregon University. She has served in both appointed and elected positions in the City of Monmouth, beginning with the Economic Development Commission and four years on Council. In 2018, Cec became the first elected woman Mayor.  Besides raising a fantastic daughter (who lives in Independence!), her proudest accomplishments are those which help to create a more vibrant, connected community; she enjoys working with partners to deepen collaboration, respect differences, honor history and move everyone forward together. Thank you to our sponsor: Allied Video Productions

Clemente Cohen's finance career began in the early 1990s inside the Munich offices of Silicon Graphics, approximately 6,500 miles from the Silicon Valley company's headquarters and 7,500 miles from his birthplace in Argentina. This transcontinental start marked the beginning of a career defined by global problem solving , adaptability and generous helpings of M&A experience. Cohen, who grew up in Germany after moving from Argentina, problem solving perspective to his role. Joining Silicon Graphics as an accountant, Cohen tells us he was able to quickly demonstrate to others a innate curiosity and willingness to go the extra mile. Frequently, his contributions went beyond traditional accounting, delving into financial analysis and supporting the company's rapid growth. This foundational experience in a fast-paced, technology-driven environment would shape Cohen's understanding of finance operations on a global scale. Over the next decade, Cohen's career with Silicon Graphics expanded across continents. He held roles in Germany, the UK, and eventually became the International CFO, overseeing finance and business operations outside the United States. After a dozen years with Silicon Graphics, Cohen joined the London Office of CA Technologies , where Cohen tell us he was able to play a pivotal role in M&A activities and helped drive the company's transition from hardware to software. After spending much of his career at large, global companies, Cohen made a deliberate decision to pursue CFO opportunities at smaller, private equity-backed firms. This shift allowed him to be more hands-on, driving business transformation and growth in a more direct way. The move was not without hesitation, as smaller companies often come with greater challenges and fewer resources. However, Cohen embraced the opportunity to apply his extensive experience in a more entrepreneurial setting.

HealthLeaders Innovation Editor Eric Wicklund talks with Dane Hudelson, Senior Director of Enterprise Data & Analytics at Sanford Health and a member of the HealthLeaders Mastermind Program on AI in Revenue Cycle and Finance Operations, about how the health system has built its AI capabilities in-house and developed a strong strategy for future growth and innovation.

In a special Trouble Shooter episode of CFO Thought Leader, we speak with Tal Kirschenbaum, CEO and founder of Ledge. Together, we delve into his career journey and the foresight that led him to identify a significant opportunity in finance automation. Tal's path, starting from his finance education at the University of Chicago and Tel Aviv University, through various roles at Intel Capital, BCG, Facebook, and Milio, provided him with a broad perspective on financial operations and corporate development. At the core of Tal's entrepreneurial vision is a keen awareness of the inefficiencies in traditional finance operations. He identified a common challenge faced by finance teams: the reliance on manual processes and siloed systems, which often lead to increased workloads and errors. This insight spurred the creation of Ledge, a platform designed to automate repetitive tasks and streamline financial data management. Tal's experiences highlighted the critical role of AI in transforming finance functions. He emphasized that AI can address the high volume of unstructured data finance teams deal with daily. For instance, AI-driven solutions can resolve discrepancies in transaction data, such as mismatched names between bank transfers and invoices, significantly reducing manual intervention. Moreover, Tal sees AI as a powerful tool for financial forecasting. By using AI to predict outcomes based on historical data and user inputs, finance teams can move away from time-consuming manual data manipulation and focus on strategic decision-making. This shift not only enhances efficiency but also addresses the acute shortage of skilled accountants by automating routine tasks and allowing finance professionals to engage in more valuable work. In today's challenging economic environment, Tal advises finance leaders to prioritize sustainable and profitable growth. He believes that integrating AI into finance operations is crucial for achieving increased efficiency and supporting complex business operations. As the market demands more from finance teams, leveraging AI can be the key to maintaining competitiveness and ensuring long-term success.

Tony's guest today is Valentina Smirnova, Head of Finance Operations at AXA Partners, she shares her insightful roadmap for navigating Cultural Diversity Matters in 2024. Discover the strategies, challenges, and triumphs that have shaped her success story and learn how you too can champion cultural diversity in your community and workplace. Submit your questions If you would like to clarify anything with Tony or Valentina comment below or email Tony. We will be sure to respond. About Tony Lockwood After a 25-year career delivering change and transformation, Tony launched The Transformation Leaders Hub (#TLH) in 2020. Its core focus is to help members stand out from the crowd, build their network with their peers and open up new career opportunities. www.thetransformationleadershub.com Tony's 'day job' is as a Principal Consultant with FSP Consulting Services (FSP), a leading digital transformation specialist, combining real-world experience in business strategy, change and adoption and digital solution delivery. www.fsp.co Tony can be contacted by email at tony@allaboutsuccess.co About Valentina Smirnova Experienced director with strong international exposure with a passion for strong delivery & first class business outcomes.Specialisation: programs of change, digital & cultural transformation, finding solutions for business challenges, identifying efficiencies & implementing it. Contact Valentina: https://www.linkedin.com/in/valentinasmirnova/ Transformation Leaders Body of Knowledge (TLBoK) Tony is delighted to launch the first edition of the TLBoK, a definitive resource created for transformation leaders by transformation leaders, providing a comprehensive exploration of strategies, methodologies and insights that have redefined successful organisational change and transformation. Available in all leading bookstores or via the #TLH website - here -https://thetransformationleadershub.com/tlbok-intro/ About #TLH The Transformation Leaders Hub is a truly global peer-to-peer network for change and transformation professionals. Check it out here. w: http://www.thetransformationleadershub.com

In this episode of CPM Customer Success, we report on the transformative innovations unveiled at OneStream's Splash 2024. Our guests, Nate Coate, CEO of Nova Advisory, and Susan Maron, Chief of Staff of Nova Advisory, share their initial impressions of the event. We highlight the impactful insights from the Vision Keynote by Tom Shea, explore the most exciting OneStream innovations, including AI-driven finance transformation tools and enhanced narrative reporting capabilities. Tune in to hear about inspiring customer success stories and how these innovations are set to revolutionize the Office of the CFO. 

Joyce Materego - Woodall, the Director of Finance and Operations of Global Greengrants Fund (GGF) shares her unique journey from aspiring medical student to becoming a qualified accountant with a passion for technology integration.Our conversation explores the importance of empathy, decolonization, and creating inclusive spaces in the context of finance and operations roles. It highlights the need for empathy to drive long-term change and the challenges of implementing equity, diversity, and inclusion initiatives.Joyce discusses the importance of prioritizing people within organizations, believing that when employees thrive, financial success follows and talks about a responsibility she carries all the time - “representing the family”KEY TAKEAWAYSThe intersection of social and environmental issues is an important area of focus for creating positive change.Empathy is a powerful value that can drive long-term change and should be applied to all individuals, not just specific groups.Representation and progression in leadership roles are crucial for creating diverse and inclusive organizations.Understanding the complexity and volume of work in finance is important for appreciation and recognition.BEST MOMENTS“… numbers are like a language. They can help you tell stories, but they don't function by themselves without words...”“… and it manifests itself in people asking you to move a mountain in two seconds…”"... I want to do my job so well that when I leave and somebody else shows up for this role, and they look like me, It triggers good memories, like, oh, this is someone who looks like Joyce, they're probably bringing good news.”EPISODE RESOURCESFind out more about GGF https://www.greengrants.org/Connect with Joyce https://www.linkedin.com/in/joyce-materego-woodall-b7545520/ABOUT YOUR HOSTAishat operates her own bookkeeping and accounting services practice – BAnC Services which focuses primarily on serving non-profits. Before founding her practice, she dedicated over two decades to the non-profit sector.With her podcast, Aishat shares practical insights and expertise to streamline financial management for non-profits; and shines a light on the often unseen & unheard efforts that uphold the delivery of a non-profit's mission.Beyond her professional endeavours with non-profits, Aishat is deeply committed to supporting single mothers with navigating financial management challenges and is the author of "Money Solutions for Single Mums". She also champions financial literacy among young black adults and thrives in discussions about money management.Work with Aishat: www.bancservices.co.ukCONNECThttps://www.instagram.com/npbookkeeper/https://www.tiktok.com/@npbookkeeper?lang=en

As your business grows, you may feel a lot of pressure to meet increasing operational demands. However, investing in new resources brings the company additional risk, especially in times of economic uncertainty. How do you strike the right balance between prioritization, creating operational efficiencies and hiring?Andy Young, CFO at Horwich Farrelly, has led finance teams through multiple acquisitions and periods of high growth. In this episode, Andy and host Melissa Howatson discuss how to scale up finance operations amongst global economic shifts. Their conversation focuses on re-evaluating the traditional financial framework and implementing innovative strategies as technologies advance and business structures become more complex.Learn how to approach seasons of high growth and lead your team through major business changes. Discussed in This Episode:The challenges of scaling up and practical solutions to address themHow to lead and inspire a finance team through business and economic changes What to do when there's a misalignment between resources and growth plansAutomating processes to trim down operations while you scale upThe importance of a dedicated team during acquisitions

As your business grows, you may feel a lot of pressure to meet increasing operational demands. However, investing in new resources brings the company additional risk, especially in times of economic uncertainty. How do you strike the right balance between prioritization, creating operational efficiencies and hiring?Andy Young, CFO at Horwich Farrelly, has led finance teams through multiple acquisitions and periods of high growth. In this episode, Andy and host Melissa Howatson discuss how to scale up finance operations amongst global economic shifts. Their conversation focuses on re-evaluating the traditional financial framework and implementing innovative strategies as technologies advance and business structures become more complex.Learn how to approach seasons of high growth and lead your team through major business changes. Discussed in This Episode:The challenges of scaling up and practical solutions to address themHow to lead and inspire a finance team through business and economic changes What to do when there's a misalignment between resources and growth plansAutomating processes to trim down operations while you scale upThe importance of a dedicated team during acquisitions

Startups in highly regulated industries have to strike a tough balance — keeping operations both lean and compliant.Sruthi Lanka, CFO at Public.com, leans on her engineering background, as well as out-of-the-box thinking from her team, to meet both criteria. Sruthi explains why she made process efficiency a top priority for her team, and how a combination of high and low-tech solutions have created efficiencies and mitigated risk. Learn what it takes to fortify your organization against unforeseen risk management challenges with this in-depth look at Enterprise Risk Management (ERM) and internal controls.Discussed in this Episode:The impact of automation on internal controls and how to make time for automation when you're resource-constrainedThe importance of accurate and unified data across the businessEnsuring regulatory and data compliance when leveraging artificial intelligence (AI)How smarter checks and balances and risk management can improve the quality of your business

An interview with Sonny Spencer, Director of Finance Operations at Veeva Systems, Salto Leap instructor, and a speaker at SuiteWorld 2023. We discuss the journey that landed Sonny where he is, about the experience of speaking at SuiteWorld, and about performance analysis in NetSuite.This episode was hosted and sponsored by Salto.

An interview with Sonny Spencer, Director of Finance Operations at Veeva Systems, Salto Leap instructor, and a speaker at SuiteWorld 2023. We discuss the journey that landed Sonny where he is, about the experience of speaking at SuiteWorld, and about performance analysis in NetSuite.

Dan Wang joins Startup Mindsets to discuss his role as VP of Finance/Operations at Iterative Health How Iterative Health uses computer vision and AI to enable doctors to make more informed decision for patients The advantages an MBA can provide in a career Joining an early stage startup with a ton of uncertainty Working in a startup vs huge corporation Raising a series B over 100M and applying that capital to grow the business What are startup proof points?

On this week's episode we are honored to have Dr. Richard Santiago, CFO of the U.S. Army Intelligence and Security Command (INSCOM) who shares how he had to become a change agent in order to implement massive digital transformation across more than one hundred locations around the world that absolutely could not afford to fail. In this episode you will learn: How he overcame the challenges of addressing a diverse audience of leaders and individual contributors that would eventually lead to a team with better decision-making skills The importance of surrounding yourself with subject-matter experts How he gave his team more autonomy through honest and positive leadership, resulting in a huge, and successful, transition   24 Hour Challenge: Ask three people for feedback on your communication effectiveness.   About Dr. Richard Santiago: Dr. Richard Santiago was born in San Juan, Puerto Rico. He is a bicultural leader who  has internalized the cultures from both Puerto Rico and the United States (US). He holds a PhD in  Business Management with specialization in Leadership from Capella University; and a  MSA with specialization in Leadership from Central Michigan University. Dr. Santiago has over 33 years of leadership experience. He is currently the Director of  Global Finance Operations / Chief Financial Officer (CFO) at the US Army Intelligence  and Security Command (INSCOM) while supporting global intelligence and security  operations. He is also  the Vice President of Education at Prospanica DC as well as the Founder of the  Bicultural Leadership Coach, LLC. From 2009 to 2010, he served as the President of  the American Society of Military Comptrollers (ASMC), Mount Vernon Chapter. Dr. Santiago retired from the Army in 2015 as a Lieutenant Colonel after 25 years of  active service. During his time in the military, he served with the Chairman of the Joint  Chiefs of Staff (CJCS), Multi-National Forces, and North Atlantic Treaty Organization  (NATO) partners. For over 10 years, he worked in multicultural environments abroad in  locations such as Afghanistan, Iraq, Saudi Arabia, Germany, Bosnia, and Hungary,  among others. Some of his job assignments included: (a) Commander for Finance  Operations in support of Multi-National Forces, Baghdad, Iraq; (b), Fund Manager in  support of NATO, Kabul, Afghanistan; (c) Finance & Accounting Officer and Liaison  Officer to the Saudi American Bank, Riyadh, Saudi Arabia; and (d) Defense Resource  Manager in the Joint Staff, the Pentagon, Washington, DC.    You can connect with Dr. Richard Santiago in the following ways: Web: https://biculturalcoach.com/about LinkedIn: https://www.linkedin.com/in/richardsantiago1/   You can connect with Laura in the following ways: LinkedIn: https://www.linkedin.com/in/drlaurasicola LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/ YouTube: https://www.youtube.com/c/VocalImpactProductions Facebook: Vocal Impact Productions Twitter: @LauraSicola Instagram: @VocalImpactProductions Website: https://vocalimpactproductions.com/ Laura's Online Course: virtualinfluence.today   See omnystudio.com/listener for privacy information.  See omnystudio.com/listener for privacy information.

In today's episode of Category Visionaries, we speak with Swapnil Shinde, CEO and Co-Founder of Zeni, a finance operations platform that's raised over $47 Million in funding. Topics Discussed: Swapnil's background in computer science, and starting a service that was like Spotify for Indian music Working together with his identical twin brother Why startup bookkeeping is generally fragmented, complex, and lacking in insights, and how Zeni helps solve those problems Creating a new service category and disrupting a longstanding business Why fundraising becomes easier with every startup you found   Favorite book:  Think Like a Monk: Train Your Mind for Peace and Purpose Every Day

In this episode Kat & Morgan share their learnings so far from building the internal foundations of CEE CLEAR - Finance, Operations & People. Kat introduces Morgan to the Taylor Swift Speak Now Era & the girls answer your community questions

In episode 8 of Leading by Nature, Giles Hutchins is joined by Charmaine Nagel from World Benchmarking Alliance. We hear of Charmaine's journey as she adapts to WBA's teal culture and how that has shaped her as a person as well as a leader, why ranking organisations are rising in popularity and a fascinating example of a ‘brown bag' exercise, that showcases Ubuntu in action.For more information on Leading by Nature, you can follow Giles Hutchins on LinkedIn, or visit gileshutchins.com for free downloads of tools and practices for regenerative leadership and future fit business.Also, watch out for his latest book, Leading by Nature: The Process of Becoming a Regenerative Leader. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Gary discusses the vital aspects of structuring your team effectively for business growth and achieving personal and financial freedom. What Is Covered In Today's Episode Of The PRO Podcast: The necessary mindset shifts from an adviser to a business owner for sustainable growth and income. Key roles in a successful business team: CEO, General Manager, and Finance/Operations person. The importance of a part-time bookkeeper and regular financial reports to understand your business numbers. Scaling up to a performance-based business model with a robust leadership team including a CEO, CFO, COO, and CMO. The process of visualizing and building your dream team in alignment with your personal and financial lifestyle goals. We hope you enjoyed today's episode, please make sure you subscribe, rate and review the show on your favourite platform. Follow Gary Das on Socials: Instagram | LinkedIn | Facebook | Website | YouTube

AI is such a hot topic at the moment! It was great to have a conversation with some experts, to identify some practical applications and dispel some myths.  Some of the highlights from this conversion were : 

Finanzfunktionen stehen heute vor vielfältigen Herausforderungen: fehlende Fachkräfte, sich verändernde regulatorische Rahmenbedingungen, der Zwang in prozessualer und technologischer Hinsicht „up to date“ und auch noch skalierbar zu sein.  Könnte ein Managed Service eine Lösung sein? Carsten Rieger und Stefanie Henkel-Borm erklären, wie Managed Services für eine Finanzfunktion ablaufen, was dafür benötigt wird und warum die beiden seit so vielen Jahren begeistert in Finance Operations arbeiten.   Bei Fragen kontaktiere uns gerne: podcast@de.ey.com

In this episode of GBS Careers Corner, Sally Fletcher talks to Paul Bryanhill. Until recently Paul acted as the VP, Finance Operations at NBC Universal. He has over 30 years of experience in shared services and finance roles where he has been responsible for design, establishment and operating both captive and outsourced services. He now spends his time mentoring to help support and develop careers for future shared services leaders.   In this episode Paul shares with us the highs and lows of his illustrious career in shared services, honing in on topics such as: How to demonstrate your vision and ideas to your manager The importance of keeping a learning mindset throughout your career Mentoring and reverse mentoring, the benefits of taking feedback from unexpected sources When to switch jobs and companies and how to pick the right one      

In this episode of the newly re-launched "The Point", Apex Benefits' VP of Sales, Steve Winbun, sits down with MSD Wayne Township Assistant Superintendent for Finance and Operations Barry Gardner to discuss how personal value systems can be applied to corporate leadership and how to get buy-in from the team.

Robin & Al enjoy a conversation with Lauren Mina, Associate Director of Finance & Operations at Blueprint, a non-profit, mission driven research organization dedicated to improving the social and economic well-being of Canadians by helping their clients solve complex public policy challenges. Lauren works with a diverse team of professionals, with backgrounds that span the non-profit, public and private sectors, who are passionate about serving a wide range of socially conscious businesses that want to make a difference.She discusses the challenges of corporate growth while creating safe spaces for a diverse team of employees as well as the importance of great leadership & mentorship.

How to choose the best finance stack for your SaaS company and why you should begin with the end in mind. View the full video interview here. Daniëlle is the VP of Finance of Paddle, a payments infrastructure for SaaS business. Born in the Netherlands, she went on vacation to Aruba with her parents and never went back. She later moved to the US to live and complete her university. She completed two degrees simultaneously: a bachelor's in International Community Development and a bachelor's in Business Administration. After university, Daniëlle spent 8 years working in the US Hospitality business across the Americas (North, Central, South & Caribbean). She then relocated to the Netherlands to join Booking.com where she held several senior regional and global roles over 4 years, leading numerous innovation and automation projects. Wanting to dive deeper into the tech company space, she stepped into her first start/scale-up, Messagebird.com, as the Head of Finance Operations. At Messagebird she set up and built the operations role, scaled the company globally, and led several company acquisition integrations.

Susanne Jacobs is on a mission to help make work better so that we all live a life on purpose. Her impressive career spans almost 3 decades, with 19 years as head of Finance Operations and People for KPMG Europe. Susanne has led research into the neurobiology of trust and intrinsic motivation and, on the back of her academic knowledge and leadership experience, founded a company called The Seven. She has since helped many companies develop their leaders to establish a truly inclusive culture of trust and psychological safety. In this episode, Susanne and I discuss what psychological safety really means, how you can create trust and safety in your business and what results you can expect from creating such a culture in your business.   You can connect with Susanne at: https://www.linkedin.com/in/susanne-jacobs-a896a312/ You can also learn more about The Seven at https://theseven.org.uk/  You can find the video version of this podcast, plus many more interviews and topics like financial acumen and company analysis on my YouTube channel https://www.youtube.com/channel/UCGQejy1U3NlAxvhWNg--VRw.  Follow me on LinkedIn where I regularly share advice for professional sales https://www.linkedin.com/in/moeedamin/ and sign up for my weekly newsletter via https://www.proverbialdoor.com/  If you want to learn more about how my coaching programs can help you and your team raise your sales & commercial success, then you can contact me via enquiries@proverbialdoor.com 

In this episode, we host Jacob Matson –  Data enthusiast, excel guru,  and VP of Finance + Operations at Simetric. Jacob is a very active member in both dbt and SQLSERVER communities and takes a deep dive into query optimization and tuning within SQL.Make sure to follow Jacob to learn more TwitterLinkedinWhat's New In Data is a data thought leadership series hosted by John Kutay who leads data and products at Striim. What's New In Data hosts industry practitioners to discuss latest trends, common patterns for real world data patterns, and analytics success stories.

In this episode of Career Chats, we host Irfan Mahomed, Director of Finance Operations at Chromolloy. Irfan's journey to finance leadership has taken him various sectors and across the world. In our interview with him, we discuss his route to a senior finance position, what he has learned about leadership throughout the pandemic, and what the future holds for finance professionals. In Career Chats, our new interview series, Page Executive host a series of inspirational leaders from across industries and sectors. We discuss their paths, explore the challenges they have faced and growth they have achieved, and provide crucial insights into the traits aspiring leaders should cultivate to achieve success.

Managing finance operations well builds confidence and engagement with your many stakeholders.

On a recent show, we talked about Successful Exits with the founders of Turbosquid, Levelset, and Lucid. A successful exit is when your business is doing so well that someone buys it off you. In 2021 the founders of Turbosquid, Levelset and Lucid sold their New Orleans companies for $75m, $500m, and $1.1b dollars, respectively. As impressive as that is, it's not the full story about all the successful exits that are happening in the New Orleans tech sector. On this edition of Out to Lunch we take a look at two other companies who have made successful exits, from the buyer's side, as well as the seller's. Let's kick off by catching up with Darryl Glade. Darryl was on Out to Lunch back in 2019. If you want to check out that conversation, search in your podcast app for Out to Lunch - the episode was called "The Camera Doesn't Lie." Darryl's company, IMOTO Photo, specialized in taking photos for real estate listings. The quality of photos in real estate listings can make a huge difference - both in finding the right buyer, and getting the right price for the seller. We're not sure what photos Darryl used to execute his own sale, but in 2021 he sold IMOTO Photo and an allied company, Rocket Photo, for $5m, to a real estate tech company based in Quebec, Canada, called Urban Immersive. Unlike some other exits, Darryl and his whole team have stayed on after the sale. Today, IMOTO Photo is bigger than ever and has added all kinds of tech to the services it provides to home buyers and sellers, including real estate listings in the Metaverse. Since 2015 we've been following the fortunes of a local education technology company called Whetstone. Whetstone is a software platform that improves classroom teaching. It streamlines and standardizes teacher observation and instruction. You only have to meet Whetstone CEO Libby Fischer once to know she's the kind of person who's going somewhere. And, in fact, today she has gone somewhere - she's gone on her honeymoon. But before she went there, Libby led Whetstone to a successful exit.  In 2021, Whetstone was bought by another Ed-Tech company, based in Lafayette Louisiana, called SchoolMint. Like Darryl's company, everybody who was at Whetstone has stayed on at SchoolMint. Libby has become SchoolMint's Chief Operating Officer, and Whetstone's Director of Operations, Zach Hollwedel, has become SchoolMint's Vice President of Finance Operations. When we talk about local startups being bought by bigger companies, one of the frequent criticisms is that these sales siphon future earnings away from New Orleans and into the coffers of out-of-town owners.  That has not happened with the purchase of either IMOTO Photo or Whetstone. To the contrary, it looks like these successful exits are more success than exit. Everybody is still at both of these companies, and rather than siphoning off anything, these companies are both growing, creating more wealth for New Orleans. Out to Lunch is recorded live over lunch at NOLA Pizza in the NOLA Brewing Taproom. At itsneworleans.com you can find photos from this show by Jill Lafleur. And check out part I of our Successful Exit series with Patrick Comer, Matt Wisdom and Scott Wolfe Jr. See omnystudio.com/listener for privacy information.

Listen to hear key takeaways from finance leaders on selecting the right tools, hiring for scale, and how to prioritize strategic initiatives.Time Stamps:1:00: Patti Kangwankij of Stripe on hiring for diversity of experience1:49 Patti Kangwankij of Stripe on hiring leaders early3:14 Artem Mashkov of SwagUp's approach of people over product5:16 Scott Orn of Kruze Consulting on prioritizing clients over systems6:57 Jonah Remz of Capchase on the transition from Quickbooks to Netsuite8:15 Jonah Remz on upscaling Capchase's abilities in the FP&A space9:34 Aron Susman of Ro on creating a culture of trust11:19 Tom Egan of DivvyHomes on his career transition12:06 Tom Egan on the importance of hiring for complimentary skills13:46 Jeannie de Guzman of 1Password talks hiring for resilience

Mosaic co-founder Joe Garafalo speaks with Ramp's Head of Finance Alex Song about optimizing the modern finance stack.Timestamps:2:22 The genesis of Mosaic5:21 Transitioning from old school tools to modern tech8:29 Using content to drive sales10:29 Where spreadsheets fall short11:14 Mosaic's target persona13:01 How financial models drive more impactful business conversations14:55 How Mosaic meets the challenge of servicing international customers17:59 Why a controller should be your first finance hire22:08 On the tools that help Mosaic succeed26:19 What investor trends mean for companies29:13 Why Mosaic keeps their pricing accessible and their tool visible

Aron Susman of Ro speaks with host Alex Song about the power of vulnerability and why he doesn't think an MBA is vital for advancing in finance. Time Stamps:1:17 The origins of Ro5:16 How healthcare has evolved from an in person to online/at home experience7:51 Aron on the real mandate of a CFO19:25 The power of simplified communication22:17 The benefits of remote work25:22 Aron on asking for help, especially in leadership roles26:17 Learning and growing from failure and mistakes30:20 Empathy in the workplace33:20 Implicit versus explicit costs35:46 Aron on the growing into the role of a CFO and why your MBA isn't the only path38:58 How Aron is combating market volatility and current headwinds39:56 On growing smarter not faster43:36 How Covid grew Ro's business and the acceptance on tele-medicine

Mary Liu speaks to Alex Song about why Applied Intuition believes in working from the office 5x/week and why you should fundraise when you're in a position of power. Time stamps:Mary's journey from capital markets to Applied Intuition: 1:15About Applied Intuition: 3:04Applied Intuition's milestones: 6:15What it was like to join as the first finance hire: 8:16How Mary's team is successful with only two people: 10:36Which functions Mary thinks can be outsourced: 13:57Key hires she plans to make in the near future: 17:45What's in Applied Intuition's toolkit: 20:18Applied Intuition's back to office policy: 24:40The real reason some companies fail: 29:31What's currently top of mind for Mary: 34:24Why she believes everyone is a recruiter: 38:01

Josh Reeves speaks to Alex Song about supply chain snarls and how he's rethinking his inventory process. Show notesSimilarities between technology and business: 1:50Walther Farms' typical customer: 5:06Doing finance/accounting for a farm vs other industries: 7:21Why agriculture has been hit especially hard by supply chain issues: 9:18How Josh protects his business against inflation: 11:39How his team has reconsidered inventory in the last few years: 12:12The advantage of diverse locations: 13:46How Josh's finance team is organized: 15:49The systems that his team depends on: 19:15The average breakdown of his finance team's responsibilities: 22:41Why Josh is excited about the future of regenerative ag: 25:44

Alex speaks with Patti Kangwankij about how she successfully transitioned from investment banking to a SaaS rocketship and how she manages to think long-term while working in such a fast-paced environment. Time stamps:Patti's journey from corporate finance/M&A to Stripe: 0:51How her operational cadence changed moving from JP Morgan to Stripe: 7:37The early days of Stripe's finance team: 10:33How a focus on diversity can benefit your team: 16:35Patti's day-to-day responsibilities: 20:41Patti's thoughts on product finance: 22:56How her team engages in long-term planning: 28:36Some of her favorite vendors and software: 33:20Stripe's focus this year: 37:16

Alex speaks with Artem Mashkov about how he's structured his finance team and why he places a high priority on FinOps. Time stamps:How SwagUp is funded: 4:58Artem's background: 5:59How his first business survived two recessions and COVID-19: 7:27Why being fully remote puts all employees on equal footing: 13:02How SwagUp's finance team is structured: 15:46Artem's view of the FinOps landscape: 17:13 Why efficiency in FinOps is so important: 18:38How his team has been able to grow with Ramp: 28:05 The importance of financial education for employees: 31:01Why the employee is always right: 35:00

Alex speaks with Tom Egan, CFO and Head of Capital Markets at DivvyHomes, about how he built out his finance team and how he's managing their FinOps function. Time Stamps:Tom's journey to Divvy: 1:22How DivvyHomes works, and the user journey: 6:02Where DivvyHomes operates: 9:58How Tom built out the finance function: 11:06How the finance team operates today: 16:11What Tom spends most of his time on today: 20:50How DivvyHomes manages its FinOps: 23:22How Tom's team handles LLCs: 26:58Potential areas of improvement: 31:18The value of starting your audit early: 34:18Whether call options are accounted for on their balance sheets: 36:26

Neeraj Gunsagar is the CEO and President of byte®, a direct-to-consumer aligner company that is revolutionizing the orthodontic industry.  Byte was recently acquired by Dentsply Sirona for $1.04 billion to expand its DTC Aligner business to dentists across the world. Prior to joining byte®, Neeraj was the Chief Marketing Officer, Chief Revenue Officer and SVP of Finance & Operations at TrueCar, Inc (NASDAQ: TRUE). In his various roles, Neeraj was responsible for the Company's overall marketing strategy, corporate communications, consumer acquisition, research, finance and business operations (BizOps). Neeraj helped the Company go public in 2014 and played a significant role in profitably scaling the business from $70M of revenue in 2012 to over $350M in 2018. Prior to joining TrueCar, Gunsagar spent the first 15 years of his career as a Private Equity/Venture Capital Investor. He was Vice President at both Matrix Partners' India and Garnett & Helfrich Capital, and a Financial Analyst with Qualcomm Ventures.   Gunsagar started his career on Wall Street at Donaldson, Lufkin & Jenrette (DLJ), where he advised companies such as Worldcom and Iridium on complex restructurings and acquisitions. Gunsagar holds a B.S. in Business Administration from the Haas School of Business at the University of California, Berkeley.

Alex speaks with Scott Orn about the importance of truly valuing your own systems and the most critical skill for a founder to have. Time Stamps:Scott's journey to Kruze: 2:09Kruze's product lines: 5:12Kruze's typical client profile: 7:07When Scott and Vanessa finally brought in a CFO internally: 10:01The most important thing for a founder to do well: 13:11Why legacy cards aren't the right fit for founders: 16:16Big 4 vs regional firm audits: 21:33Scope creep in audits: 26:16How Kruze handles a decentralized workforce: 28:42Scott's thoughts on crypto accounting: 34:06Why you shouldn't manage your company on a day to day basis: 38:37

Summary: For the 10th and final episode of Propcast season 8, Louisa is joined by Greg Smithies, Partner and Co-Head of Climate Tech at Fifth Wall and Jonathan Schulhof, co-founder and CEO of FootPrint Coalition Ventures. They talk through their roles and what their funds are doing within the climate and sustainable technology space. They explain the growth and trends that they have seen in the market at the macro and micro level. Finally, they speak about what the future looks like and what we can personally do to reduce our carbon footprint. The key insight from this episode is the simplest thing you can do for the planet is to switch your thermostat down.  Resources: LMRE Global Recruitment and Search Consultancy LMRE YouTube Interviews Companies Mentioned:   Battery Ventures Coldwatt, acquired by Flextronics  Kleiner Perkins GE Conoco Turntide Motors Carbon Cure  Sidewalk Labs  Zero Acre Sealed     Shout Outs: Rob Soni, Executive Chairman, Founder, CEO & Investor Krishna Srinivasan, Founding Partner at LiveOak Venture Partners, Chairman of the Board at DISCO, Chairman of the Board at The Miracle Foundation Stephen M. Ross, Owner of The Related Companies Jeff Blau, CEO at Related Companies  Harvey Spievak, Executive Chairman and Managing Partner, Equinox Group Robert Downey Jr. Key Insights From This Episode:    Looking at climate tech today, the vast majority of them require some level of industrial tech. - Greg     The technologies we're investing in on the climate side are good for the planet, cheaper for the consumer and have higher returns. - Greg We might be in the golden age of climate and impact investing. - Greg We've had a washout of cleantech, 1.0 companies that weren't sustainable without subsidy. - John It is a travesty for the planet that for the last 20 years, the world's best and brightest went through, and spent all of their time doing ad click-through optimization. - Greg When you look at a problem that no one's looked at in the last 200 years, you can come up with some solutions that are cheaper, better and faster. - Greg  People are really looking and examining the food supply and thinking about how we can scale in a way that's compatible with the planet. - John 70% of the world's natural gas is burnt inside buildings for either powering them or heating them. - Greg Keywords: Climate Tech, Sustainable Tech, Future, Climate Change, Sustainability  About Our Guests: Greg Smithies, Partner and Co-Head of Climate Tech at Fifth Wall. Greg is a Partner at Fifth Wall, where he co-leads the Climate Technology Investment team. Prior to joining Fifth Wall, Greg was a Partner at BMW i Ventures where he led the Sustainability investing practice, investing in companies such as Prometheus Fuels, and PureCycle (NASDAQ: ROCH). Before joining BMW i Ventures, Greg led Finance & Operations for both The Boring Company and Neuralink simultaneously. Greg started his investment career at Battery Ventures where he covered early-stage enterprise technology startups, as well as industrial technology buyouts. Successful exits from his work there include Nutanix (NASDAQ: NTNX), AppDynamics (acquired by Cisco Systems, Inc.), and IST (acquired by Scott Brand). Greg was born in Pretoria, South Africa, and currently lives in Oakland, CA. He graduated from the University of Pennsylvania's Wharton School where he received a BS in Economics and a BS in Computer Science. Founded in 2016, Fifth Wall, a Certified B Corporation, is the largest venture capital firm focused on technology-driven innovation for the global real estate industry. With approximately $3.0 billion in commitments and capital under management, Fifth Wall connects many of the world's largest owners and operators of real estate with the entrepreneurs who are redefining the future of the Built World. Fifth Wall is backed by a global mix of more than 90 strategic investors from more than 15 countries. Jonathan Schulhof is co-founder and CEO of FootPrint Coalition Ventures, a digital publishing and venture firm he started in partnership with Robert Downey Jr., to back environmentally focused sustainable technologies. FootPrint is a cross-platform digital publisher that features sustainable technology in news and short form video content for social media, and long-form series for streaming networks. FootPrint uses its publishing activity to originate and add value to investments in high growth companies. FootPrint then makes these investments accessible to investors that want to join in our movement through funds and through co-investment syndicates. We invest in areas such as alternative proteins, biodegradable plastics, electric vehicle motors, and energy storage.   Jon has over 20 years of experience investing in clean technology startups.  He was a founder and lead investor in Motivate, which owned and operated Citibike and the other leading North American bike sharing systems (sold to Lyft).  He started Loom Media to finance the rollout of free public electric vehicle charging systems, and other smart city amenities sponsored by corporate media (now part of WPP).  Earlier in his career, Jon created ColdWatt, a high efficiency power 81 Piccadilly, Mayfair, London W1J 8HY electronics company (sold to Flextronics); and Glori Energy, a microbially enhanced oil recovery business (IPO).  In addition to his cleantech work, Jon serves as non-executive chairman of GTI Capital Group, a permanent capital investor in India.  Jon started this company while living in New Delhi from 2010 through 2012.  GTI's holdings include Air Works (aviation maintenance), Samhi (hotels), and WebEngage (B2B SaaS tools for ecommerce).  GTI has several prior exits including Brattle Foods (refrigerated logistics, sold to Future Group), National Stock Exchange (sold through secondary trades), Sandhar (autoparts, IPO), and Nova Medical Centers (healthcare services, sold to Apollo).  Jon was a term member of the Council on Foreign Relations, and served on the Board of Northside Center for Early Childhood Development for 10 years.  He is now a mentor at iMentor.  Jon holds a law degree from Stanford, and attended Dartmouth College. About Our Host Louisa Dickins https://www.linkedin.com/in/louisa-dickins-ab065392/ Louisa started her career in property working at a well-known estate agency in London. Realising her people skills, she moved over to Lloyd May to pursue a career in recruitment. She now is a Director at LMRE, who are a specialist recruitment firm driven by PropTech and recruitment professionals, and Louisa oversees their 5 core areas. Louisa co-founded LMRE and provides a constructive recruitment platform to the new disruptors in real estate. Louisa is also on the board of Directors at UK PropTech Association (UKPA). About LMRE www.lmre.tech LMRE believe there is a better way to recruit. LMRE focus on a more comprehensive, client led focus delivering exceptional talent to the place at the time. They are passionate about the industry and passionate about people's careers. LMRE spend time with each client to become and an extension of the business, and their transparency and core values help them grow with the sector. LMRE simplify recruitment and innovate with our clients and evolve the people driven, PropTech community. Timestamps: [02:05] Greg, can you talk us through your journey?  Currently, I co-head the climate investment team at Fifth Wall.  I set up and founded the climate investing team for BMW.  Prior to BMW, I was an Elon Musk world for a number of years. I was head of finance and operations at two of his companies.  I started my investing career at a fund called Battery Ventures. [06:10] John, can you talk us through your journey?  I didn't set out to be a climate tech investor. I have a law degree from Stanford.  I started several companies that were venture-backed, the first was Coldwatt.  I started my first asset management company as an investor in India and set up a permanent capital vehicle for investing.  I partnered with Stephen M. Ross, Jeff Blau and Harvey Spievak and we turned around Citi Bike.   Finally, I set up Footprint Coalition with Robert Downey Jr.  [14:20] Greg, can you talk us through impact investing and how it's going affect our built environment?  Impact investing has historically gotten little bit of a negative connotation to it because in the capital markets people have always said there's real investing and then there is impact investing. A lot of these technologies that people used to think were expensive are now incredibly cheap. [16:50] John, in your 20 years, what major changes have you seen?  We've had a wash out of clean tech, 1.0 companies that weren't sustainable without subsidy. Technology is accelerating, the world looks nothing today, like it did 15 years ago. The talent that has followed the capital that is flooding into this market is truly amazing. [22:30] With technologies such as Carbon Cure and cross-laminated timber, it is expensive for buildings to put into practice and will the cost of these building be higher?  This technology is safer because these things are lighter and they're easier to transport. You need smaller foundations for the buildings and they naturally are able to band with the wind and high-rise buildings.  It's cheaper, it's better for the planets, your buildings go up faster and they weigh less.  We've got to climb up a little bit of a mountain when it comes to training engineers and getting permitting done. [24:50] John, you have experience in alternative proteins, can you expand on that and give an example of a technology in that space?  People are really looking and examining the food supply and thinking about how we can scale in a way that's compatible with the planet. We look for investments in areas where through alternative methods of production, we can create more denser sources of the very things that we need to eat and that are healthier and just better alternatives. Zero Acre Farms ferment in this case, vegetable oil and if you're able to do that you have a much more energy dense way of producing that food without having to go and cut palm forest.  [28:00] Is there something our audience could be looking in to play their part in the future of the built environment?  The simplest thing you can do, inside buildings is turning your thermostat down. What we need is to allow people to voice their opinions and give CEOs and the people who make policy decisions, the power and the space to change how they do business. [30:55] The ‘LMRE' part, Louisa asks the guests to talk about;  Lessons learned in your career Greg:  Catch me if you Can and Inventing Anna, these people were to do outstanding things because they had the moxie and the guts to try.  Greg: You fail at a 100% of the things, you don't try. John:  Never underestimate the power of human incentives. Mention a person, product or service Greg: Sealed.com John: My wife Rewarding parts of working in the space: Greg: When you work on anything in climate tech it is quite rewarding inherently because the, technologies you're working on are here to try and save the world. John: I love the community feedback.    What are you most Excited about for the future of the space?: John: I drove a 1968 Volkswagen bus and this one was kitted with a salvaged Tesla engine. Sponsors  Launch Your Own Podcast Kopus.com is the leading podcast production and strategic content company for brands, organisations, institutions, individuals, and entrepreneurs. Our team sets you up with the right strategy, equipment, training, and guidance and content to ensure you sound amazing while speaking to your niche audience and networking with your perfect clients. Get in touch jason@kopus.com

Alex speaks with Patrick Corker about how he scaled his team during a pandemic and Circle's upcoming strategic initiatives. Time Stamps:4:30: How Circle's finance team has evolved6:47: Patrick's day to day responsibilities9:00: Circle's major strategic initiatives13:08: How Circle adapted to challenges caused by the pandemic 17:53: The activity Patrick wishes he could spend more time on 23:14: The value of encouraging employees to ask questions 26:01: The importance of educating your auditors28:50: Crypto accounting pitfalls to avoid 31:00: How Patrick views internal hiring vs outsourcing

Alex speaks with Jonah Remz about how he's scaling his team and expanding internationally. Highlights of this episode include:Jonah's journey to Capchase (3:46)How Jonah scaled his team (7:04)Capchase's biggest challenges (15:44)How Jonah views expense policies (19:23)Tools that help power his team's finance operations (21:22)Strategies for tackling budgets (25:48)How Jonah is thinking about international expansion (27:52)Ways that Capchase manages their extra capital (29:04)How Jonah prioritizes extra time (31:01)

In this episode, Sashi Narahari is joined by Pavan Pamidimarri, SVP, Finance Operations & Sourcing at Levi Strauss & Co. They discuss why working and operating models need to continuously evolve, the impact of automatisation and AI on the GBS industry for next years and how GBS organisations stay up to date.

Alex speaks with Jeannie De Guzman about how she's building her team's finance automation roadmap to help reduce time wasted on manual tasks. Highlights of this episode include: Rules of thumb when dealing with selling to businesses versus consumers (4:54)How Jeannie became CFO (7:08)How 1Password built its finance team from the ground up (11:26)What their FinOps team is currently responsible for: (20:16)Bottlenecks that they're experiencing (23:03)When it makes sense to outsource work (27:46)How the 1Password team is viewing real estate (30:14)What it was like to be CFO was like during their latest funding $620 million Series C round (33:22)

Jose Sorondo joined lululemon as Director, Global Finance Shared Services in 2018 and has helped the company by leading finance shared services during its rocket ship growth.It takes a lot of suppliers to run a fast-paced apparel company. In AP, once in a while, one of these suppliers would call to say: “There has been an error in the payment received.” During massive growth, duplicate payments happen. Having suppliers point this out is amazing. But how many didn't call the AP desk? And, on average, only 20% of audit recoveries stem from duplicate payments. Most are hidden credits from cancelled invoices, returns, payments to the wrong suppliers and the list goes on.Hear Jose tell his story of growth at lululemon and how an AP recovery audit has helped provide insight to improve operations.Why lululemon decided to do a recovery auditHow much time was spent on the audit (when they were already busy)Creating business cases with audit findingsAddressing multiple recoveries stemming from one supplierNext steps for lululemon shared servicesDownload slides: https://bit.ly/3oWXWuX Watch webinar: https://www.apexanalytix.com/resources/webinars/hot-yoga-cool-clothes-better-shared-services-processesSpeakers:Jose Sorondo, Director, Global Finance Shared Services at lululemonPhil Beane, SVP, Global Field Operations at apexanalytixMark Brousseau, President at Brousseau & Associates

Coming soon: FinOps Today, the new podcast from Ramp, where you'll get insights from some of the most innovative finance leaders around.

Call Nigel Coffey a change agent, or call him a serial innovator. Everywhere Nigel takes on a new leadership challenge, he executes a program that adds tangible bottom-line value to his new organization. Starting with industry benchmarking, following with an audit of payments to suppliers to identify root cause issues and control weaknesses, and progressing through a systematic program of automation, Nigel has succeeded time and time again in moving each company to world-class procure-to-pay processes and technologies.In his career Nigel has held senior business service, finance and transformation roles at Pfizer, PepsiCo, Shire Pharmaceuticals/Takeda and now Alnylam Pharmaceuticals. As the Head of Finance operations at this rapidly-growing biotech, he's helping optimize the processes to help this company produce leading-edge therapies based on the latest RNA interference science.Hear Nigel and Danny Thompson, SVP of Market & Product Strategy at apexanalytix, as they discuss:How fresh industry benchmarking information on finance and procure-to-pay best practices can be leveraged to establish goals and inform business cases for talent and technology.The one-two punch of recovery audit: improving AP profitability and uncovering weak controls, supplier issues and root causes of overpayments.Optimising prior to automating: why improving and rationalising end-to-end processes, policies, procedures and controls is critical before selecting and implementing technology. Featuring: The latest 2021 benchmarking results from apexanalytix's P2PKey Practices Benchmarking survey. The newest P2P survey data and insights from top tier global companies.Webinar slides: https://bit.ly/3dFttvnWebinar video: https://www.apexanalytix.com/resources/webinars/one-leader-s-proven-formula-dramatically-improve-finance-and-gbs-operationsSpeakers:Nigel Coffey, Head of Finance Operations, Alnylam PharmaceuticalsDanny Thompson, SVP, Market and Product Strategy at apexanalytix

Bradley Kendrex visits the New Media Lab Experience at MCC this week to discuss his role as Executive Vice President of Finance and Operations of Chandler Gilbert Community College and Mesa Community College.

The EMEA Recruitment podcast was proud to welcome Bas Walraven, the Director Accounting, Risk and Compliance at bol.com.  “If you want to get somewhere, it takes time, it takes effort, and in the end, when you reach the finish line, it's really rewarding.” Bas explains to Paul Toms why he now favours the hybrid working model and how he feels it helps his team.  Looking back at the beginning of his career, Bas recalls moving to Australia with PwC with his then-girlfriend (now wife). Although it was a “tough and intense” experience, the benefits of pushing himself out of his comfort zone outweighed the challenges.  With the role of Finance changing dramatically over the past 20 years, Bas looks at the expertise he needs to add to his team; they're not skillsets that were really on the radar a decade ago.  Obtaining his RA qualification, however, was a “true investment” in Bas' career, which he believes has built a solid foundation for him as a Finance professional. However, he made a purposeful decision to move into transaction services, as it's “more exciting to look forward”.  At Booking.com, Bas learned how to scale a Finance Operations department. He had a clear vision on how people, process and technology can link together. It was that insight that brought him to bol.com, where vision was needed.  In his current role at bol.com, Bas enjoys a broad scope of responsibilities in a dynamic environment. Although he has a clear focus on his goals, Bas understands that he needs a great team to deliver on these aims. After building teams for around eight years, Bas offers his one piece of critical advice on hiring the best talent. Nevertheless, he has experienced the pitfalls of making the wrong hire. He focuses on creating an environment and team that top talent can be successful in, so that candidates really want to work with the department. We explore the skillsets that are needed to complement more traditional Accountancy roles and how Bas stays up to date with best practices in the industry.   If you're looking for a particular part of the episode, please use the timestamps below: 00:57: The last thing that made Bas smile01:45: Why Bas prefers hybrid working03:19: Moving to Australia with PwC (and his girlfriend)06:13: The changing role of Finance07:45: Why Bas chose Finance08:54: Achieving his RA qualification12:44: Why Bas' current role is “awesome”16:35: Choosing a role that looks forward19:09: Recruiting top talent21:10: How to prevent a wrong hire23:33: The skillsets moving into Finance26:50: Staying up to date on best practice29:50: Bas' goal for the next 12 months32:34: Bas' biggest surprise over the last few months35:16: How to reach out to Bas You can find Bas on LinkedIn if you'd like to message him.   EMEA Recruitment supports international medical charity Operation Smile through the podcast. We're hoping to create 100 new smiles through our partnership. Please give the gift of a smile by donating to this cause: https://www.emearecruitment.com/operation-smile   The EMEA Recruitment podcast is hosted by Paul Toms, our Founder, and Rose Jinks, Senior Marketing Executive.  All our specialist recruitment services can be found on our website: https://www.emearecruitment.com/ We also regularly share market updates through LinkedIn: https://www.linkedin.com/company/emea-recruitment-limited/ You can also connect with Paul on LinkedIn: https://www.linkedin.com/in/paultoms/ Or follow him on Twitter: https://twitter.com/paul_toms   If there are topics you'd like us to cover in the EMEA Recruitment podcast, please get in touch with Rose: rose.jinks@emearecruitment.com    #emearecruitment #emearecruitmentpodcast #baswalraven #accounting #paultoms #operationsmile 

On this week's episode, Kent meets with Todd Williams, Vice President of Finance Operations at Transport Funding. Todd shares with us advice on financing as a first-time truck buyer, his background in the trucking industry, and more! 

Is financial transformation so black and white, or is there a grey area somewhere in the middle? Today we talk about the importance of mindset to your transformation programme. In the latest episode of CFO 4.0, Hannah Munro chats to Rob Jackson, VP of Finance Operations at Sage about how they do financial transformation internally. Rob has had over 20 years of experience within the transformation roles across a range of industries. He has worked for IBM, BAE Systems, Ernst and Young, BT, and is now settled at Sage as Vice President of Finance Operations where he leads their internal transformation programme. This episode also covers:Rob's journey into financial transformation and why he decided to move to SageHow Sage approaches transformation internally and some of the challenges they have facedProcess of kicking off a new financial transformation projectImportance of communication particularly when working with a global teamHow to build a team geared up for continuous transformationThe team structure needed to balance both transformation and operationsTop tips for your next transformation project 

Deciphering the ins and outs of job tickets, invoices, checklist items, and audits can be a daunting affair during incident command.  In this episode, we hear from Finance Section Chief of Gallagher Marine System, Eva Pomaranski, on overcoming & managing these financial tasks during an emergency. 

Bettina erzählt von ihrem Weg von der Angestellten im Schwabenland zur Co-Gründerin eines Tech-Startups in Berlin. Mit ihrem Unternehmen Hivebuy bringt sie Ordnung ins Finance-Chaos – bevor es in der Buchhaltung ankommt. Strukturen bestimmen ihr Leben als Unternehmerin – ob beim Handling paralleler Projekte oder bei der Entwicklung von "Rampensau-Qualitäten" auf der Suche nach Investoren. Erst muss Ordnung im Kopf herrschen, bevor man sie verkaufen kann! Die stolze Hundebesitzerin hat auch privat aus dem Schritt ins Unternehmertum vieles für sich gelernt – als Sportlerin geht sie gern an ihre Grenzen, realisiert aber, dass sie ihre Power und Lust am Wettbewerb dosiert einsetzen muss.

This episode is sponsored by BI4Dynamics. Microsoft offers its Dynamics ERP customers a variety of ways to get started with analyzing their business data, but the BI and analytics landscape continues to evolve as data growth accelerates and industry demands change. Our guest on this episode,  Dr. Vijay Jog, the founder of CRGroup and president of Global Business Applications for CRGroup's parent company, Quisitive, joins us to discuss the BI and reporting themes influencing Dynamics space today. Expectations are changing for many roles, Vijay believes. Accounting teams must provide better insight that leads to a proactive outlook. IT departments must gaining new skills  in areas like data lakes, analytics, storage, and security. And teams continue to struggle with the perennial problem of data islands, Vijay says. BI and analytics options vary by Dynamics product, and Vijay shares his views on  some of the most interesting new and upcoming capabilities, including the transition from BYOD to BYOL for Dynamics 365 Finance & Operations and advances with Power BI. Show Notes: 2:15 - What is unique about today's data challenges? 4:30 - What do Dynamics customers get out of the box for BI and reporting? 7:00 - BYOL and the other important competencies of BI 10:00 - Building a great BI team around business systems like a Dynamics ERP 14:00 - Metrics that customers are analyzing more carefully due to the pandemic 16:00 - What makes an organization a top performer on BI and analytics practices 18:00 - Microsoft technology to watch in the analytics and data management space 21:30 - Optimism on the BYOL model for Dynamics 365 F&O You can start a free 30 day trial of BI4Dynamics, just visit bi4dyamics.com/trial to learn more.

Kimberly Young has served in a financial role for Baptist for more than 25 years. Outside of work, Kimberly has served on boards of the LG&W Federal Credit Union and the Red Cross. She also is an avid runner and CrossFit participant, and she routinely participates in marathons, raising money for nonprofit organizations. Kimberly earned a Bachelor of Business Administration and a Master of Business Administration from the University of Memphis. Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3 (https://www.surveymonkey.com/r/3DXCFW3) CME credit is available for up to 3 years after the stated release date Contact CEOD@bmhcc.org if you have any questions about claiming credit.

Tim Murphy, Head of Finance Operations, Real Estate & Treasurer at Square, joins us in this episode to talk about running treasury virtually during this pandemic and how they're approaching it at Square. Square has gone through a lot of changes during the pandemic and has flourished over that time. And today, we're going to hear updates on what's been going on with them.    In this episode we discuss:  Tim tells us about his role at Square.  Highlights that have happened at Square since the pandemic.  Square starting to work offsite over the last year.  How Treasury has changed over working remotely.  Onboarding of new staff remotely.  His approach to networking over the lockdown period and it will look moving forward.  Their virtual hiring and recruitment process.  Technology and process improvement in Square's treasury.  Keys for a successful treasurer.   

In October 2020, Malcolm Finn followed his conscience to chemicals company Johnson Matthey, which is transitioning its business model to focus on producing clean energy sources. As Director of Finance Operations and Control, Malcolm has been a key figure in that change.Guiding a company through such a major transition would have been challenging even for a seasoned leader at the best of times. But not only was Malcolm new to the company, most of the team was working from home, thanks to the COVID-19 pandemic.Everyone has struggled with the world-altering impact of the pandemic to some degree, and leaders can no longer afford to ignore this emotional fallout. In addition, in the midst of such uncertainty, confident assertions that everything will be fine don't carry the same weight they once did.Now, the best leaders are those who treat their employees with understanding and leniency, while also admitting that they don't have the answers to every problem.On this episode of The CFO Playbook, Malcolm explains the learnings he wants to take from remote work, why companies should question the purpose of digital innovations and why agility has never been a more valuable skill in a leader.  Connect with Malcolm on LinkedIn.If you want a better way to track and control your team's spend, checkout Soldo.com.

Beth Wallace is Lion’s Roar’s Associate Publisher, Finance & Operations, but she’s also big on dharma and mindfulness, and helps people understand and experience these for themselves. She sat down with Lion’s Roar’s Rod Meade Sperry to delve into the benefits of mindfulness at work, how work has changed since mindfulness entered the mainstream, and how to avoid some pitfalls in developing a deeper practice that works for you and your health, whether you identify as Buddhist or not. 

As a CEO, your focus is mostly on product-market fit, sales and operations (or all of the above). Odds are, you yourself never worked in HR and hardly thought about it, maybe even ignored it. At least until you started growing to 15, 30, 50 employees and past $5M ARR and needed to bring on more talent, then to keep it and develop it. Then things got complicated… For many fast-growth companies, HR has become a four-letter word, a complex and expensive maze of systems, compliance, laws and regulations, plus an expensive arms race of benefits and perks. It really needn't be. That's why we created HR, Talent & Systems. When companies grow past 50 employees, they generally need a more thoughtful, comprehensive approach to hiring, benefits and payroll, talent development and systems. It's inevitable, if the CEO wants to maintain a core team and grow quickly and scale. Eventually, they need to hire their first HR executive to create and implement strategy, not just systems. We build the bridge to that first CHRO / CPO hire and sometimes fill that role ourselves as the startup raises a B round and scales quickly. Founders often think they can get by on a “more bodies in seats” approach, until people feel alienated and un-cared for and leave for greener pastures. Having seen this sad inflection point over and over as an Interim Chief HR / Chief People Officer and previously, as an employee in Product and Finance/Operations, it pains me to see great companies under-utilize, under-develop and lose talent, the founders unable to get out of their own way. For the last 7 years, we have helped companies of all sizes, industries and growth stages to stand up an HR department from scratch, coach executives to become leaders and employees to thrive in their roles, as well as design and implement the systems (ATS, HRIS, Benefits, Payroll, Project Management, etc.) they need to sustain and increase growth. Partnering with top vendors in each category, we have saved our clients multiple $100Ks on benefits, talent acquisition and retention costs and employer branding, helping our clients win Inc. 5000, Best Company To Work For and individual industry awards. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Chris Barth is currently the Vice-President of Pricing at Pitney Bowes Commerce Services. He used to be the Vice President of Finance Operations at Newgistics. In this episode, Chris talks about how to sell on value, matching the markets’ needs with a solution and tying it up with an appropriate and justifiable price.   Why you have to check out today’s podcast: Learn how to bring salespeople to sell on value and at price points that make sense in the market Find out how to articulate value and translate it to price Find out a commission algorithm that makes salespeople earn more when selling on value but earns lower when selling below the target price   “Really understanding what you're trying to do as a business has many functions of what they're working on, what's on their roadmap. And ultimately, how is that translating into the pricing and that story that you're trying to communicate to your customers through your sales team.”  - Chris Barth   Increase Your Pricing Knowledge: Become a Champions of Value INSIDER! To sign up go to insider.championsofvalue.com   Topics Covered: 01:18 - How his pricing career started with Dell 03:05 - What does special pricing mean? 03:39 - What contributed to his status as VP of Pricing 06:14 - Matching up value with price 08:00 - The time in his career when he pivoted his thinking on pricing and considering the value components 12:14 - The challenges of making salespeople sell on value instead of price 15:34 - Putting yourself in your customers’ shoes when trying to set up price 17:47 - Structuring commission plans for salespeople to sell on value rather than just giving discounts 21:48 - Coming up with an algorithm that incentivizes bigger commission those that sell on the sweet spot and higher 24:51 - Chris’ best pricing advice that has a great impact on your business   Key Takeaways: “You're always thinking about how can I hold the line on price. It's really trying to match what are the needs of the customers with the solution that you're offering and what is the appropriate price?” - Chris Barth “We didn't have this grand network; we didn't have assets. And here, we had to sell value and convince retailers to pay for our solution. And then, in turn, we had to coach our customers on how to position it with their consumers.” - Chris Barth “All the things that go into what you're trying to do as a business have got to translate into your positioning in the market and what you're trying to do. So, when I say that, it’s just understanding your business strategy.” - Chris Barth “When you're trying to set value, then, put yourself in the customer's shoes. Would you buy this product? Would you pay for the solution? What need or problem are you trying to solve in the market? And what is it worth?” - Chris Barth “What you want are sales folks, really being able to articulate the value, matching that value to a customer's needs and being able to capture the highest possible price that can tie to the value and optimizing your profit as a company.”  - Chris Barth   Resources / People Mentioned: Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Levitt   Connect with Chris Barth: LinkedIn E: fastercall@gmail.com   Connect with Mark Stiving:  Email: mark@impactpricing.com LinkedIn  

In any economic environment, especially a post COVID world, there is always a mandate to reduce Operating Expenses.  And whilst all the usual places have already been looked at, there always seems to be untapped parts of the business that are extremely difficult to document or uncover. Now more than ever, it's imperative to understand your current state with respect to processes, so you can uncover inefficiencies across your enterprise. In this Virtual Roundtable Live, we discuss the innovative ways you are uncovering hidden opportunities to help reduce OPEX in order to succeed.Speakers:- Neil Thornburn, Managing Director at Bodhi Digital Ltd.- Kenneth Rasch, Head of Sales at FortressIQ- Anupam Tyagi, Director of Finance Operations at Direct Line- Kelly Goodwin, Deputy CIO / Technology Strategy & Commercial Director at Highways England- Sari Hilden, Head of Transformation & Development at Posti Group oyj

Hoy nos visita en Power Platform y Amigos: Hugo de Jesús!! COO y Solutions Architect, el secreto mejor guardado de Axazure, Padawan del pinta y colorea y gran Lord Sith del ERP! Junto a Hugo repasaremos su extensa carrera en consultoria tanto en España como en Latinoamérica, sus inicios en el mundo del ERP y un poco de la historia de Finance & Operations hasta llegar a la nube. Tambien entraremos en comparativas con SAP y Business Central en donde Hugo nos dejara una frase que sentará cátedra! Hablaremos también de Axazure, su otra pasión, de la importancia de tener mentores que te ayuden a crecer en tu día a día y de las comunidades técnicas de Microsoft. Hugo nos ha regalado uno de los episodios más divertidos del programa, esperamos que lo disfrutéis y que os sirva para conocer un poquito más a este grandísimo profesional!

https://www.linkedin.com/in/dsundwall/ (Dan) has over 20 years' experience in Finance Operations / Shared Services. He has key skills in International Leadership, Finance Operations, Business Process Transformation, ERP Implementations, extensive Program, and Project management experience, building and maintaining Key Performance Indicators, and other related financial and accounting reporting.Dan has led both on-shore and off-shore organizations around the world and managed the migration of work in several different business models. He has worked mainly in the U.S. and has international experience having lived and worked in The Netherlands and Mexico City.In addition to leading Finance Operations organizations, Dan has utilized his background and skills to consult as a Subject Matter Expert in finance organization design, outsourcing strategies, business process-led transformation, and leveraged his knowledge of best practices to help several organizations achieve leading practice.

Jim Parsons, VP Finance & Operations and Interim CEO of the Fargo Moorhead West Fargo Chamber shares what makes their organization stand out as a COY Finalist. Full show notes are at: chamberchatpodcast.com/episode78 Please support this podcast by supporting our sponsors. Community Matters, Inc. for your next Chamber publication: chamberchatpodcast.com/cmi Swypit for a great credit card processing affinity program: chamberchatpodcast.com/cc

Welcome to Global E-Commerce Tech Talks, I’m your host Michael LeBlanc, and this podcast is brought to you in conjunction with the Global E-Commerce Leaders Forum.In this episode highlights from the recent GELF community webinar, The Path Ahead: Crafting a Cross-Border Strategy in Response to Today's Environment.   Featuring introductions by my partners on the podcast Jim Okamura and Kent Allen, and then a great discussion featuring Travis Heard, Head of Finance, Operations & Strategy at brand /international DTC retailer Outerknown better known as the apparel brand from Kelly Slater, widely regarded as the greatest professional surfer of all time.   Travis puts on a master class in brand international retailing strategy, channel management, and share key factors beyond the success of their global platform.Joining Travis is Rob Keve CEO & co-founder at Flow, the world’s most advanced solution for cross-border ecommerce.   Flow’s revolutionary, platform provides infinite flexibility for merchants to design their own 'custom' international solutionLet’s listen in...******************That’s a wrap on this edition of Global E-Commerce Tech Talks.  If you liked this podcast you can subscribe on Apple iTunes or your favourite podcast platform, please rate and review, and be sure and recommend to a friend or colleague in the retail and cross-borders commerce industry.I’m Michael LeBlanc, Founder and President of M.E. LeBlanc and Company Inc. and you can learn more about me on www.meleblanc.co, and you can learn more about the Global E-Commerce Leaders Form online at https://www.globalecommerceleadersforum.com/Until next time, have a safe week!

Tim Reilly, the CEO of Zettaset, joins me on Tech Talks Daily in a discussion about the common myths associated with encryption. I learn how enterprise organizations need to look beyond these myths and understand how encryption can support the security of digital technologies such as containers and Kubernetes. Tim has more than 25 years of successful public and private experience in the high-tech industry, filling key operational roles within product line business units and venture capital-funded companies through all stages of growth. During his time at Zettaset, the company has successfully grown its software-defined encryption portfolio to provide a comprehensive data protection solution across all physical, virtual, and cloud environments. Before joining Zettaset, Tim was VP Finance & Operations at Trapeze Networks, where he helped build the company into a leading provider of wireless LAN equipment, which was later acquired by Juniper Networks. Tim also served as VP Finance at Nicira, a network virtualization company (acquired by VMware), netVmg, an internet traffic optimization company (acquired by Internap), and in various financial roles at WorldxChange, a global telecom carrier. He has a BS in Accounting from the University of Southern California and currently resides in the San Francisco Bay Area. Zettaset is a software-defined encryption solution that can be transparently deployed across all physical and virtual enterprise environments. Unlike traditional appliance-based solutions, Zettaset is a cost-effective, software-only solution that is easy to deploy, does not impact performance, and scales with your business from on-premise to the cloud.

Meet Zach Gordon. He’s the Chair of the Cannabis Industry Committee for the New York State Society of CPAs and is part of the team heading up the cannabis practice at Janover LLC in New York. In this episode, learn about the cannabis market in NYC, how his firm vets clients (they currently work with cannabis clients in 18 states) and why the NYSSCPA decided to launch a cannabis conference for accounting and other finance professionals. Zachary Gordon, Senior Manager, Janover LLC LinkedIn Zach Gordon works primarily in the Real Estate and Cannabis practices at Janover LLC, in New York focusing on family office financial statement compilations and reviews, tax planning and related services, as well Cannabis-focused services such as deal and business structuring, 280E tax planning and optimization, and license application due diligence. He has extensive experience in Private Equity and the tech startup space, as well as Public Accounting with a focus on Real Estate, Cannabis, Not-For-Profits and Tech. These startups ranged from early-stage to greater than $20 million in annual revenue. He has served as Controller, Auditor and Director of Finance & Operations for several startups and serves as an adviser for a Cannabis-focused Technology Incubator. He is a stakeholder in several Cannabis and non-cannabis companies across multiple vertices including technology, human resources, and consumer product goods. Zach is a member of the American Institute of CPAs and the New York State Society of CPAs. He sits on the Technology Assurance Committee and is the Chair of the Cannabis Industry Committee for the NYSSCPA.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

What was going to be a podcast episode largely recapping Ignite 2019 has become much more. There were two important Microsoft partnership updates this week and a notable ISV acquisition, all which deserved some discussion. We also recap Ignite 2019 news and observations, plus other notable events of recent weeks like license margin changes and Dynamics 365 product re-alignment. Articles referenced in this episode include: Salesforce draws closer to Microsoft with Azure usage, Teams integration Adobe and Microsoft announce broad new round of integration update plans Mediagrif to acquire k-eCommerce Microsoft to drop margins on Dynamics ERP, CRM perpetual licenses Ignite 2019: Microsoft has doubled production customers on Dynamics 365 Finance & Operations in last year Ignite 2019: Microsoft looking to Teams integration as one way to accelerate Power Platform usage Ignite 2019: Microsoft emphasizes strategic value, technical growth of Azure Ignite 2019: Microsoft moves into RPA with latest Power Platform updates Ignite 2019: Microsoft says Azure Synapse is the next evolution of cloud data analytics With Customer Engagement relegated to on-prem, partners will bear the Dynamics 365 branding burden With Microsoft talking e-commerce, established players see opportunity and challenge With Microsoft's DoD JEDI cloud contract win, partners are optimistic on the possibilities

Maria Salvatore, Director of Finance Operations at BMI Group, discusses her journey with RPA from both the individual and corporate lens. Salvatore touches on her personal experience with RPA implementation, including the pain points, pilot, and ultimate success of RPA. Salvatore’s bottom line is this: “How do we bring it all together, and how do we make sure that we've got the right process; that we don’t make mistakes around that? And what is the end in mind? The end in mind is making money.”

Maria Salvatore, Director of Finance Operations at BMI Group, discusses her journey with RPA from both the individual and corporate lens. Salvatore touches on her personal experiences with RPA implementation, including the pain points, pilot, and ultimate success of RPA. Salvatore’s bottom line is this: “How do we bring it all together, and how do we make sure that we've got the right process; that we don’t make mistakes around that? And what is the end in mind? The end in mind is making money.”

On this episode of The Backbone, I chat with Samiksha about: - Her path into technology and comparing working in large companies with fast-growing tech companies. We also chat about her international experiences in Melbourne and Auckland. - Uberflip and what it's all about. - Lessons learned from Uberflip's $32M growth financing round led by Updata Partners and what it means to balance raise process with day-to-day responsibilities as the VP Finance and Ops. - The symbiotic relationship between Finance and Operations. - The importance of the finance function at a technology company. We close things off with a quickfire round: - Your go to online resource for all things startup finance related - Your favourite productivity hack - Tech jargon that makes you cringe - The best advise you've received - One thing you don't leave the office before finishing --- Send in a voice message: https://anchor.fm/backbone/message

Ronan talks to David Andreasson the Director of Finance & Operations at Voysis. David talks about his background, how he managed to scale Voysis to 3 offices and help with their funding, and he gives tips for any Irish companies/startup's that are looking to scale internationally. David also talks about potential Irish Unicorns, and when he worked for Silicon Valley Bank what he looked for in the companies he invested in.

In our new series (brought to you by D365UG/AXUG), Katherine Alfaro, William Dorrington, and Shawn Tabor talk Dynamics 365 Finance & Operations. In the first episode, we introduce the hosts and talk about some of the differences between Customer Engagement and Finance & Operations. How to spell F&O What is F&O? How does D365 F&O fit in the Microsoft Business Applications Platform? Supply chain management Invoicing Inventory management Integration with Field Service and Project Service This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

On this episode of The Backbone, I chat with Jennifer about: Her move into tech from EY and concurrently managing various brands at Ratehub; What Ratehub is all about; The learnings from raising a $12M Series A round; The biggest change as a finance leader of venture-funded company The importance of the finance function at a technology company --- Send in a voice message: https://anchor.fm/backbone/message

The benefits of fractional help in your organization. Fractional work can bring important value while companies are experiencing change, such as a new leadership, merger and acquisition, or a resignation. Knowing when and how to engage a fractional person will provide the solutions needed for your company. Episode highlights: What is Fractional  - High end Temps! When & how to engage fractional help Jean Latu is the Founder & CEO of Ingenio Solutions, a consulting firm focused on accounting and finance. She leads a talented team of experts in finance and accounting who work with clients to solve problems, create efficiencies, and improve the bottom line. Jean has worked on projects for companies like CarrAmerica, Coldwell Banker, and Marriott as a consultant.  She joined Jefferson Well as a Director of Finance Operations and led their finance and accounting practice. She grew the practice to 40 consultants from 5 and increased annual revenues to $10M from $1M in 3 years. Check out the Blog on the Stride Search, Inc site for the supplementary “show recap” article with detailed takeaways/insights from the interview.

Steve Makris is the CEO and Founder of Real Estate Tube, working in all facets of the real estate industry for over 25 years. He has experience both on a National and International level. He has held senior executive sales positions with some of Australia’s largest commercial agencies as well as being the Managing Director of Maximum Business and Hospitality Brokers up until 2013, handling and consulting to Australia’s A list operators. Steve is the driving force of Real Estate Tube finance, operations and sales.

On this episode of The Backbone, I chat with Darren about: His journey from Intuit to Jobber and how he got started in finance within the software industry;  What Jobber is all about; The differences between his experience of working in finance for a large publicly traded company to leading the finance function of high growth venture backed startup; The unique opportunities and challenges he faces being the finance leader of a company serving the SMB space; and The importance of the finance function at an early stage technology company. --- Send in a voice message: https://anchor.fm/backbone/message

On this episode of The Backbone, I chat with Anthony about: His involvement with Lucova and how he became the VP Finance & Operations; What Lucova is all about and what it does; The similarities and differences between running finance at a NPO vs a high growth tech startup; The considerations for bootstrapping vs raising venture capital; and the importance of the finance function at an early stage technology company --- Send in a voice message: https://anchor.fm/backbone/message

On this episode of The Backbone, Leen Li (Head of Finance at Wealthsimple) discusses: Her journey into tech, after stints starting with Eloqua, Influitive and now leading finance at Wealthsimple ; What Wealthsimple does; The challenges she faces operating in the highly regulated financial services industry; Why Finance and Operations tend to go hand in hand at early and growth stage technology companies; The importance of the finance function at an early stage technology company --- Send in a voice message: https://anchor.fm/backbone/message

On this episode of The Backbone, Les Cullen (Director of Finance & Operations at TopHat) discusses: His journey to TopHat and his move to Toronto from Waterloo; What Tophat does; How a company's finance function has to scale as it grows from 25 employees to over 200+; Unique challenges (from a finance perspective) that Les has encountered as the company start selling its products globally, such as dealing with transfer pricing; and the importance of the finance function at an early stage technology company --- Send in a voice message: https://anchor.fm/backbone/message

Daniel Israelsohn, VP Finance & Operations at Firmex shares his story from his days at PwC into the world tech startups. He discusses the importance of churn in a SaaS based businesses and what it means be backed by one of Canada's leading private equity funds - Novacap. --- Send in a voice message: https://anchor.fm/backbone/message

Simon Croom, Director of the Supply Chain Management at the University of San Diego talks to Scott Beth, the VP of Finance Operations at Intuit about a wide array of topics on supply chain management within Intuit. This interview takes place on stage at the IPJ Theatre at the Joan B. Kroc Institute For Peace and Justice. Scott talks about the relationship of employees and their vendors in the supply chain. Working with supply chain vendors, Scott shares how Intuit uses strategies for accountability and sustainability within the marketplace when working with suppliers.