Podcasts about finance strategy

On this episode of the Profit Cash Growth Podcast, we outline the three levels of financial support every growing business needs: Financial Foundations (compliance, bookkeeping, basic management accounts), Financial Control (a qualified financial controller focusing on processes, reporting, cashflow and forecasting), and Finance Strategy (regular FD input for board-level planning, KPIs, tax planning and high-impact decisions). We explain when to move between stages, common mistakes (hiring the cheapest accountant or the wrong FD), and why good finance systems free the owner to focus on growth. ⭐ Rate, Review & Share this episode with fellow business owners, and let's grow together! ⭐ Subscribe to the weekly newsletter to get Expert Advice Straight to Your Inbox: https://www.profitcashgrowth.com/subscribe ⭐ Get a Free copy of Claire's book Profit By Numbers: https://www.profitcashgrowth.com/book   VALUABLE RESOURCES Website LinkedIn YouTube Facebook ABOUT THE HOST: Claire Hancott through Profit Cash Growth helps 6 & 7 figure business owners to increase their profit, improve their cashflow and grow their business using their numbers. As a finance director & chartered management accountant, Claire has nearly 20 years' experience in finance and running businesses of her own. This gives her a unique insight into the information and support business owners need to grow a financially successful business. Claire passionately believes that every business should be run by the numbers because the numbers in your business are telling you a story about what is and isn't working and where your opportunities lie. Claire's mission is to provide insightful management accounts, reports and advice to business owners and support them to make smarter decisions.    *The content of this podcast is for entertainment purposes only and does not constitute professional advice.  

In this episode of CPM Customer Success, we explore how OneStream's relational blending capability empowers FP&A teams to plan faster, forecast smarter, and tie every strategic decision back to granular operational data — all in real time. This episode covers: The biggest pain points finance teams face when working with disconnected data How relational blending allows real-time integration of HR, sales, project, and operational data into financial models Real-world use cases, including People Planning, CapEx, Zero-Based Budgeting, and Lease Accounting A detailed success story from a large state university in the Southeast that streamlined 24 legacy apps and enabled planning across 25,000 employees with OneStream Whether you're struggling with siloed systems, Excel chaos, or slow decision cycles, this episode will help you reimagine FP&A with a unified, driver-based approach. Subscribe to stay ahead in your finance transformation journey.

On today's Wholesale Hotline Podcast (Subto Edition), Pace Morby breaks down why lowballs are necessary to run a business with deal breakdowns. Show notes -- in this episode we'll cover: Pace Morby breaks down exactly why a $315K "deal" in Mesa, AZ with a $460K ARV is actually a money-losing trap—despite a $145K spread on paper. The real math behind flipping: Pace reveals his full cost breakdown including purchase, closing, renovation, holding costs, agent commissions, and concessions—showing how thin margins kill deals. Why real estate agents label investor offers as "lowball"—and how Pace explains it's usually due to lack of investing experience, not malice. A masterclass in investor mindset: Learn to say no to bad deals, identify seller pain, and move quickly when the numbers (or motivation) don't work.   ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ ☎️ Welcome to Wholesale Hotline & Subto Breakout✌️✌️! ☎️ Need discounts and free trials!? Check this out for the softwares/websites/contracts/scripts/etc we use in our business: ✌️ https://shor.by/pace-youtube ✌️ ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

Is corporate finance about maximizing shareholder value, or should companies focus on broader stakeholder interests? In this episode of Corporate Finance Explained, we explore the evolving debate between shareholder primacy and stakeholder capitalism—and what it means for finance professionals today.Whether you work in financial planning, strategy, or corporate development, this episode provides practical takeaways to help you align financial strategy with long-term value creation.

As a CFO, how should the way you navigate risk and return change from venture-backed companies to publicly-traded companies to private equity companies? To answer this question, CJ speaks with Mohit Daswani, a seasoned CFO with experience across multiple stages, including roles as CFO of Payments, Platform, and Risk at PayPal, and Head of Finance & Strategy at Square. Mohit shares the lessons learned from his time at Square, including when Jack Dorsey seeded a second billion-dollar business from within the company, and his experience at PayPal when they spun out from eBay under activist pressure. The conversation also covers the Rule of 40 in the different financial models, the dangers of using valuation as a scorecard, how founders should reset their mindset on what defines success, and the likelihood of a super app for the USA.—LINKS:Mohit Daswani on LinkedIn: https://www.linkedin.com/in/mohitdaswani1/SimplePractice: https://www.simplepractice.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:From CF-No to CF-Go: Serial CFO Michael Bayer's Guide to Hypergrowth: Inside Grab: How a Super App Transformed Southeast Asia — with CFO Peter Oey: —Timestamps:(00:00) Preview and Intro(02:42) Sponsor – Planful | Tabs | Rippling Spend(06:36) Mohit's Office and a Tip From Churchill(09:07) Risk and Return in Different Investment Models(13:05) Financial Discipline Versus Room for Growth in Venture-Backed Companies(16:30) Sponsor – Pulley | Tropic | NetSuite(20:25) Balancing Short-Term Performance and Long-Term Bets in the PE Space(24:00) The Rule of 40 in Different Financial Models(30:19) What People Get Wrong About the Private Equity Model(34:40) The Benefits of Using Leverage(37:41) The Dangers of Using Valuation as a Scorecard(41:41) How Founders Should Reset Their Mindset on What Constitutes Success(44:00) Being at Square When Jack Dorsey Seeded a Second Billion-Dollar Business(49:43) Being at PayPal When They Spun Out From eBay(53:59) PayPal's Acquisition of Braintree(55:48) The Probability of a Super App for the USA(58:38) Learnings From Launching PayPal's Payments Dongle in Japan(1:04:12) Long-Ass Lightning Round: A Flight Mistake(1:06:20) Advice to Younger Self(1:07:31) Finance Software Stack(1:09:28) Craziest Expense Story—SPONSORS:Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. Take control of your spend with intelligent spend management at tropicapp.io/mostlymetrics.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#VentureCapital #PrivateEquity #RiskManagement #RuleOf40 #PayPal Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

This week on the Team Lally Real Estate Radio Show, we interview Danny Langerman of DHA Financial LLC. Danny explains what makes their lending process different—from strong responsiveness to tailored client care. He shares loan options for first-time and seasoned buyers, why service matters, and introduce his podcast, Behind the Home Build. Danny also gives practical tips for homebuyers and discusses mortgage strategies, including whether a 30-year loan is still the best choice and how buydown options work.We also have our Expert We Trust. Amphay Champathong of Estate Planning Group talks about estate tax changes and shares a real probate case. Bradley Maruyama of Allstate Insurance explains why you should update insurance policies when placing your home in a trust and highlight roof-related issues affecting coverage. Duke Kimhan of Hawaii Pacific Property Management reveals key questions to ask when choosing a property manager and how his team helps owners from day one.Who is Danny Langerman?Danny Langerman is a veteran in the mortgage industry with over two decades of experience helping families achieve homeownership. As the Founder and CEO of DHA Financial, Danny has personally guided clients through the mortgage process since 2001, funding over $50 million in home loans. Licensed in six states, including Hawaii, he is known for delivering expert, customized mortgage advice. Danny also hosts the Behind the Home Build podcast, where he shares insights into the mortgage and homebuilding worlds.DHA Financial LLC is a trusted mortgage company committed to making the home loan experience smooth, transparent, and efficient. With a focus on a streamlined, paperless process and highly personalized service, the team offers smart financing solutions for buyers, builders, and those refinancing. Whether you're purchasing your first home or upgrading to your next, DHA Financial provides the expertise and tools to support every step of your journey.To reach Danny Langerman, you may contact them in the following ways:Phone: (303) 929-3921Email: dlangerman@dhaloan.comWebsite: https://dhaloan.com/

This week on the Team Lally Real Estate Radio Show, we interview Danny Langerman of DHA Financial LLC. Danny explains what makes their lending process different—from strong responsiveness to tailored client care. He shares loan options for first-time and seasoned buyers, why service matters, and introduce his podcast, Behind the Home Build. Danny also gives practical tips for homebuyers and discusses mortgage strategies, including whether a 30-year loan is still the best choice and how buydown options work.We also have our Expert We Trust. Amphay Champathong of Estate Planning Group talks about estate tax changes and shares a real probate case. Bradley Maruyama of Allstate Insurance explains why you should update insurance policies when placing your home in a trust and highlight roof-related issues affecting coverage. Duke Kimhan of Hawaii Pacific Property Management reveals key questions to ask when choosing a property manager and how his team helps owners from day one.Who is Danny Langerman?Danny Langerman is a veteran in the mortgage industry with over two decades of experience helping families achieve homeownership. As the Founder and CEO of DHA Financial, Danny has personally guided clients through the mortgage process since 2001, funding over $50 million in home loans. Licensed in six states, including Hawaii, he is known for delivering expert, customized mortgage advice. Danny also hosts the Behind the Home Build podcast, where he shares insights into the mortgage and homebuilding worlds.DHA Financial LLC is a trusted mortgage company committed to making the home loan experience smooth, transparent, and efficient. With a focus on a streamlined, paperless process and highly personalized service, the team offers smart financing solutions for buyers, builders, and those refinancing. Whether you're purchasing your first home or upgrading to your next, DHA Financial provides the expertise and tools to support every step of your journey.To reach Danny Langerman, you may contact them in the following ways:Phone: (303) 929-3921Email: dlangerman@dhaloan.comWebsite: https://dhaloan.com/

AI is evolving fast, but what does it mean for how we think, work, invest, and lead? In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI's real impact and how the most successful leaders are using it. From creating your own GPT to navigating the fear of job loss, they explore how AI is transforming everything from creative thinking to strategic decision-making. Bonus: Liza shares her GRACE framework for writing better prompts and explains why embracing AI as a thought partner—not just a tool—could be the key to staying relevant in a rapidly shifting landscape.   Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 4:51 AI Truths 9:05 Digital Twins and AI as Teammates 14:02 Liza's GRACE Framework 16:31 Evolution of Jobs 26:40 Empathy in AI Adoption 39:20 Making AI Work for Business 44:17 Closing Remarks and Resources   About Liza Adams: Liza Adams is an AI and executive advisor, fractional CMO, and founding partner at GrowthPath Partners. With over 20 years of experience leading businesses and go-to-market teams through industry inflection points, she helps organizations accelerate responsible AI adoption through strategic marketing transformation and applied AI initiatives. Her work has driven measurable impact—achieving 35% better campaign performance, 98% lead qualification accuracy, and 75% faster content creation in just six months.  Recognized as a top AI thought leader by SaaStr and Pavilion, she's also been named one of the “50 CMOs to Watch.” Her insights have been featured in Forbes, MarketingProfs, and more. In this conversation, she shares what it takes to scale teams with both human and AI talent, and why responsible innovation is the key to long-term growth.   Connect with Liza on LinkedIn: https://www.linkedin.com/in/lizaadams/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter:    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

HEADLINES:- UAE Unveils Ambitious Islamic Finance and Tourism Strategy- Wall Street Leaders to Join Trump in Riyadh Ahead of US-GCC Power Talks- Egyptian-American WHOOP Founder Reveals First Prototype- Inside BNI UAE: 20 Years Of Building Business Through Relationships

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

Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management's Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025. Dave breaks down where we've seen the biggest market swings, Erin digs into how sector rotation and technical indicators are shaping his outlook, and Nate explains that market volatility works both ways and isn't just to the downside. The conversation then delves deeper into the realities of market volatility, exploring why corrections and sharp sell-offs are less about impending doom and more about natural market cycles. Hear their candid discussion on the challenges of timing the market, the importance of maintaining a cash buffer, and why a long-term strategy remains your best defense amid short-term noise. Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:30 What Happened in the Q1 Market 2:40 Important Headlines from Q1 10:17 Tariffs and What They Mean for Investors 15:30 What Investors May Be Missing  25:30 Getting Lost in the Headlines 28:30 How to Deal with Volatility in the Market 37:30 Concluding Thoughts Connect with Monument Wealth Management:    Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter: https://bit.ly/monumentunfiltered   About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

Why is AI essential for modern CFOs? In this episode, we explore how AI is reshaping financial strategy and decision-making, helping finance leaders enhance forecasting, manage risks, and optimise capital allocation. Learn practical steps to integrate AI without a team of data scientists and discover how companies are gaining a competitive edge with AI-driven insights. Don't miss this guide to future-proofing your finance function and driving smarter, data-driven decisions. Tune in now for actionable insights! 

Not all finance strategies are created equal. Rachelle Kroon from Sphere Home Loans joins John on the show to break down what makes a solid finance plan, the warning signs of a bad broker, and how to set yourself up for property success. They also dive into real case studies, including how a 22-year-old saved $90K and bought his first investment property while still living at home.Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.comNeed a property professional in your corner? Check out how Emily and John can help

Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we're looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M. Hay, CFA®, CMT®, are joined by George Coyle, Chief Investment Officer of Triangulated Capital Management to answer the most pressing questions around Private Equity investing today. “We had arguably 15 to 20 years of very low interest rates. How much low-hanging fruit or fruit at all on the tree of private equity is left? It seems to me that anything that could be made efficient probably would have been at this point. You just gotta wonder…what's left to make more efficient?” Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:13 Guest and Topic Introduction: George Coyle and Private Equity 4:15 Why Private Equity Is Going After the Public Masses 8:02 Should Private Equity Be Included in a Portfolio? 15:13 The Diversification 'Benefits' of Private Equity 25:58 Private Credit and Private Equity 28:49 Public vs. Private Markets 32:09 Fiduciaries Vs. Broker-Dealers 42:58 Alternatives to Private Equity 48:46 Concluding Thoughts   About George Coyle: George is the founder of Triangulated Capital Management, an investment advisor that utilizes tactical investment strategies to produce better risk adjusted returns for investors. George is also the founder of Triangulated Research, a publisher that focuses on thematic secular investment trends.   Resources Mentioned: Principles of Great Traders: https://triinv.com/traderprinciples  Leveraged Small Value Equities (Study): https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647   Connect with George Coyle on LinkedIn: https://www.linkedin.com/in/george-coyle-232b7421/ Connect with George Coyle on Twitter/X; https://twitter.com/gfc4/status/1894490001037050247 Market Meditations on Substack: https://triinv.substack.com/ The Stock Market Strategist on Substack: https://mktstrat.substack.com/  Learn more about Triangulated Capital Management: https://tricapm.com/   Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite Follow us on Instagram: https://bit.ly/MonumentWealthIG Connect on LinkedIn: https://bit.ly/MonumentWealthLI Connect on Facebook: https://bit.ly/MonumentWealthFB Connect on YouTube: https://bit.ly/YouTubeMWMFit Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup, Knomee. We discuss the journey to self-actualization, how understanding your purpose influences financial decisions, and why clarity on your goals makes money management easier. But how do you define your purpose and communicate it effectively to your advisor? Tune in to find out! “You might be an expert, but it doesn't mean you're making the right decisions for yourself.” Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:33 Knomee and Aligning Wealth With Personal Values 12:00 Self-Actualization or Vocational Independence? 16:25 Financial Goals and Retaining an Advisor 24:00 Work as a Purposeful Choice Within Purposeful Wealth 27:40 Should you “DIY” Your Investing and Wealth Planning? 31:43 What to Look For in an Advisor 33:30 Matchmaking, Relationships, and Your Financial Advisor 37:39 The Knomee Journey 43:05 LinkedIn Influencing 46:26 Concluding Thoughts About Marla Sofer: Marla Sofer, Founder and CEO of Knomee, is reshaping the way individuals—and their financial advisors—approach wealth and financial confidence. With leadership experience at BlackRock, Microsoft, and JP Morgan, she saw firsthand how the financial industry prioritizes products over solutions. Frustrated by the lack of meaningful personalization, she built Knomee to change that. Knomee introduces the concept of Financial Identity™, helping individuals uncover their values, clarify their financial priorities, and align their money with what truly matters. It's a tool for self-discovery, financial empowerment, and stronger connections—whether with existing advisors or finding the right one. For wealth advisors, Knomee serves as a breakthrough discovery platform—helping them engage clients on a deeper level, strengthen relationships, and ensure their advice aligns with evolving life goals. Marla is a recognized thought leader with 13,000+ LinkedIn followers, recently named an executive woman to know by Wednesday Women. Whether you're an individual seeking clarity or an advisor looking to differentiate, Marla's insights and Knomee's approach are transforming the future of financial advice.   Connect with Marla on LinkedIn: https://www.linkedin.com/in/marlasofer/ Learn more about Knomee: https://www.knomee.com/ and https://www.knomee.com/advisor Connect with Knomee on YouTube: https://www.youtube.com/@KnomeeApp Connect with Knomee on Instagram: https://www.instagram.com/knomeeapp/ Connect with Knomee Knomee on Facebook: https://www.facebook.com/KnomeeApp/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.   Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

Want to buy real estate WITHOUT banks or using your credit? Go Here: https://creativefinanceplaybook.com/?utm_source=podcast&utm_medium=cfp&utm_campaign=v1 Want to JOIN our amazing CFP community? Go here: https://www.facebook.com/groups/creativefinanceplaybook In this episode, we explain the differences between two powerful creative financing strategies - wraparound mortgages and subject-to deals. We break down the pros, cons, and key details you need to know to determine which strategy is the better fit for your real estate investing business. Whether you're an experienced investor or just getting started, this episode is packed with actionable insights to help you close more deals and create win-win scenarios for you and your sellers. ► Join The Creative Finance Playbook Community & Learn Creative Finance Directly from Jenn & Joe

Send us a textEver wondered what separates successful business leaders from the rest?In this episode, Steve shares his journey from a broke 16-year-old hustling at Dairy Queen to creating over a billion dollars in value for companies. Packed with real-life lessons, hard-earned insights, and straightforward advice, this episode explores why mastering financial literacy is the ultimate career and life game-changer.Whether you're climbing the corporate ladder or starting your own venture, these straight-up tips will help you skip the costly mistakes and unlock your true potential.Ready to Boost Your Financial IQ? Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for the free Measure What Matters Webinar here: https://www.coltivar.com/measure-what-matters-webinar Support the show

In this episode, CJ sits down with Marc Greenberg, former VP of Finance & Strategy at Pixar and current CFO at Altruist, for a fascinating conversation about his career in finance. Marc sheds light on the complex budgeting process at Pixar and the long lead times, challenges, and seasonality of the movie industry. He explains how decisions are made about sequels and other financial considerations involved. The conversation also covers the acquisition of Pixar by Disney in 2006 and his firsthand experience with Steve Jobs. Marc then discusses his current role at Altruist, a modern vertically integrated custodian built exclusively for RIAs. He touches on key metrics like lifetime value and customer acquisition costs. He also talks about the evolving role of CFOs, the impact of AI on financial operations, and the lessons learned from taking a company public. Marc offers valuable advice on hiring, feedback, and the value of storytelling in the CFO role, before sharing some of the the craziest expense stories we've ever heard on the show.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

In this finance masterclass, we'll break down essential financial management practices for tradesmen. Learn how to budget, manage cash flow, and track profits to keep your business on solid financial ground. This video will provide you with practical tools and tips to help you make smart financial decisions and set your business up for long-term success. Trade Mastermind, founded by The Apprentice winner Joseph Valente, helps trade business owners transition from tradesmen to business leaders. Our channel covers essential areas like marketing, sales, operations, finance, and recruitment, offering practical strategies to scale your business and get off the tools. We teach tradespeople how to attract clients, close more deals, streamline operations, and build strong teams. On average, businesses that go through our training academies grow by 300% in just one year. Subscribe to learn how to build a scalable, profitable trade business! Want to learn more? https://bit.ly/scaleyourtradebusiness

MALT ist der führende Marktplatz für Freelancer in Europa. Was sind die Erfolgsfaktoren beim Aufbau eines Marktplatzes? Welche Rolle spielen die Marke und das Marketing bei der Vermarktung eines Marktplatzes? Welche Bedeutung besitzen Freelancer aktuell und zukünftig in der Marketingpraxis? Für welche Tätigkeiten bietet sich der Einsatz von Freelancern an? Wird AI den Freelancer-Markt revolutionieren?

John and Elliot discuss the 2024 National Illicit Finance Strategy, FinCEN's new Exchange series to fight fentanyl trafficking, the second stage consultation on reforming Australia's AML/CFT regime, and several other items. They share their insights on how these reports and actions impact the financial crime prevention community.

In this episode, CJ welcomes Andre Retterath, investing partner at Earlybird Venture Capital. This is a masterclass on AI where they cover the different levels of the AI tech stack and how to implement AI across tech organizations in the months and years ahead. They also cover how AI is changing back office functions for finance and operations folks, why large language models aren't necessarily built to deal with numbers, and Andre's favorite decision-making frameworks. If you're looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics Andre has a PhD in AI and machine learning. He writes the popular Data-driven VC Substack https://www.datadrivenvc.io/ and is one of the foremost thought leaders of the intersection of machine learning and data to make investment decisions within the private markets. — PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode Apple: https://podcasts.apple.com/us/podcast/run-the-numbers/id1723787140 Spotify: https://open.spotify.com/show/0zQCkklNnVgMD364kCW5SV — SPONSORS: NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist. Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioRTN Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

In this episode, CJ welcomes Andre Retterath, investing partner at Earlybird Venture Capital. This is a masterclass on AI where they cover the different levels of the AI tech stack and how to implement AI across tech organizations in the months and years ahead. They also cover how AI is changing back office functions for finance and operations folks, why large language models aren't necessarily built to deal with numbers, and Andre's favorite decision-making frameworks. If you're looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metricsAndre has a PhD in AI and machine learning. He writes the popular Data-driven VC Substack and he is one of the foremost thought leaders of the intersection of machine learning and data to make investment decisions within the private markets.—SPONSORS:NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioRTNMaxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

Today I speak with the wonderful and ambitious Dani Gibson, the Director of Seacrest Accountancy. Dani helps business owners with their accountancy, books + helps her clients with 1-2-1 finance strategies which helps them to grow. It was an absolute pleasure speaking to her + listening to her enthusiasm for her business + clients. Find Dani Here: Instagram:@dani.gibson.accountant Web: www.seacrestaccountancy.co.uk DOORS TO THE VIVID BUSINESS CLUB ARE NOW OPEN! You have until Wednesday 14th February to join. Follow the link below: www.clairehill.uk/thevividbusinessclub ____ If you loved this episode, please subscribe and share - it helps me to help even more Warrior Bosses! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get your FREE guide: Ten Steps To Power Up Your Self-Belief here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You're invited to join my new FREE Facebook group The Warrior Boss Society: For Business Owners Who Want More!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.facebook.com/groups/warriorbosssociety⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find out how you can work with me, here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.clairehill.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ You can find me on Instagram: @norestfor_thevivid @iamclairehill @vivid_wire --- Send in a voice message: https://podcasters.spotify.com/pod/show/iamclairehill/message

Circle K is undoubtedly one of the global leaders in mobility retail and this Shop Talk LIVE conversation brings together Christian Ellneby, Director, Head of Finance & Strategy, Global E-Mobility at Circle K with co-hosts Dan Munford and Shopworks' MD Craig Phillipson. The trio explores the current EV landscape in the Nordics, Circle K's e-mobility journey, how its' experiences in Scandinavia is influencing the rest of its global network, and the competitive lessons they have learned. With special guest: Christian Ellneby, Director, Head of Finance & Strategy, Global E-Mobility, Circle K Hosted by: Dan Munford and Craig Phillipson

We unpack the latest finance strategy that offers advanced investors the opportunity to expand their borrowing power.1. What is the company lending strategy?2. Who uses this strategy and why is it an 'advanced strategy'?3. Why it makes sense to have a healthy capital position when adopting this approach?4. How do banks view this and why do they allow this?5. Why there may be significant tax downsides without the capital gains discount being applied?6. How do you ensure the entity is 'self sufficient'  & what strategies can you use to help present it this way?7. Does this mean UNLIMITED borrowing capacity? No.8. Importantly, we discuss whether this strategy is for the LONG TERM and whether changes to lending policies may block this over time.9. Will regulators block this approach?10. How you can use this to help protect your 'future owner occupier' plansNote that this podcast is GENERAL ADVICE ONLY and does not relate to your specific individual circumstances.  We recommend specific taxation, lending & legal advice for your situation.  The purpose of this podcast is for educational purposes only.Reach out to us at www.australianpropertytalk.com.au

Part 1 of a 3 part INVESTOR LENDING Series.We unpack how YOU can maximise your investing and financing position to MULTIPLY your borrowing power.In 2024, financing conditions remain very tight.  Borrowing capacities are down, yet prices are at their peaks.Property investing is a game of finance.  For investors looking to build, scale and grow their portfolio, this podcast series is for you.Reach out to us at www.australianpropertytalk.com.au

Lucy McCullagh, Alice Molan and Anna Coroneo return to “the wheel” to discuss Australia's Sustainable Finance Strategy, recently released by Treasury and including a range of measures to underpin sustainable finance markets as the country transitions to net zero. They unpack the strategy's three core pillars, being improved transparency through credible and accurate information, financial system capabilities, government commitments and leadership on aligning to global frameworks.

Lucy McCullagh, Alice Molan and Anna Coroneo return to “the wheel” to discuss Australia's Sustainable Finance Strategy, recently released by Treasury and including a range of measures to underpin sustainable finance markets as the country transitions to net zero. They unpack the strategy's three core pillars, being improved transparency through credible and accurate information, financial system capabilities, government commitments and leadership on aligning to global frameworks.

Daniel Blue Website: https://www.danielblue.me/Daniel Blue LinkedIn: https://www.linkedin.com/in/daniel-blue-5b1339113/Join our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Welcome to the Brisbane Property Podcast. In this episode, we share with you a special episode from the Brisbane Property Panel. Your hosts Melinda and Scott Jennison are joined by special guests Youeil Shol and Danielle Mutzelburg. Youeil, a finance specialist with Loan Market, and Danielle, the Director at Beacon Business Accountants, sit down with Melinda and Scott to discuss the Brisbane Property Market and the key factors to success when aligning your finance and property purchasing strategy. Together our panelists explore the Brisbane property market and how integral it is to match your finance strategy with your investment strategy when creating your investment portfolio, and future considerations to consider when purchasing your home. You can contact our Panel Guests: Melinda Jennison - Director Streamline Property Buyers Scott Jennison - Acquisition Manager Streamline Property Buyers Youeil Shol - Finance Specialist at Loan Market E youeil.shol@loanmarket.com.au M Beacon Business Accountants E office@bbacc.com.au  P 07 3391 6300 We hope that you enjoy this special episode and find value in the information that we are able to share with you. To stay up to date with the latest from the Brisbane Property Podcast, make sure to subscribe to our subscriber list. Click the link HERE to join our community and never miss an episode!

With this episode we kick off our set of interviews with some of our brightest and most innovative partners at Knowledge 23. For the first episode, Spencer Beemiller, welcomed Edua Dickerson, VP of ESG & Finance Strategy at ServiceNow to talk through some of the biggest takeaways of our time at K23 and more. See omnystudio.com/listener for privacy information.

What's up, guys? Welcome to another episode of Spilling the Beans. Today I'm sitting down with my buddy Mike Wilkinson, who's a good friend of mine here in Charleston, South Carolina. He has a successful financial business, and what I really love about Mike is his personal financial strategy. He is a phenomenal steward of capital. He's been able to take a W-2 position and increase his earning potential, keeping his expenses low. Mike makes a huge spread every single year, then deploys that into different types of investments. He's created an amazing lifestyle for him and his family. So I'm excited to sit down with him and just kind of extract some of those strategies, what he does, what he focuses on, and how he's been able to become financially free in his early forties. //SAY HI TO MIKE Instagram: @michaelwilky Facebook: https://www.facebook.com/wmwilkinson 0:00 Meet Mike 6:15 Getting Stuff Done From Home 10:17 Where'd You Learn About Personal Finance? 15:47 What's Money For? 24:18 Turning Your House Into An Asset 33:13 Alternative Investments //LINKS TO MY OFFERS Legacy Wealth Academy: https://www.lwacademy.com/ Commercial Empire: http://commercialempire.com/ Legacy Family Mastermind: http://legacyfamilymastermind.com/ Click here to download our FREE multifamily deal calculator: http://legacywealthholdings.ac-page.com/calculator-giveaway //FOLLOW ME ON SOCIAL IG - https://www.instagram.com/timbratz/​ TikTok - https://www.tiktok.com/@timbratz Facebook - https://www.facebook.com/tlbratz​ LinkedIn - https://www.linkedin.com/in/timbratz/​ Website: LegacyWealthHoldings.com //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com // WANT A MORE IN-DEPTH LOOK AT REAL ESTATE INVESTING? Check us out! https://linktr.ee/timbratz SUBSCRIBE NOW so you don't miss a single video!

Are you tired of feeling like the government is taking all of your hard-earned money? In this episode of the Jess Marshall Podcast, we have tax coach Barbara Shreihans joining us to share her expert knowledge on how to pay zero taxes. Barbara is a tax strategist with a wealth of value on her Instagram and Tick Tock pages, so make sure to follow her immediately. You won't want to miss this episode as we discuss strategies and loopholes to save money on your taxes. Plus, hear a heartwarming story of how one of Barbara's clients used their tax refund to adopt a baby. Tune in and learn how to take control of your finances and pay zero taxes!

The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team. Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies. In this episode, we discuss: -How to combine and manage finance, strategy, and leadership roles -How has the CFO role evolved over time? -Transitioning from finance to operations and strategy roles -Financial leadership in various industries -The importance of prioritizing cybersecurity -Managing a large team to develop a culture for success -Cash flow and accounting for business growth opportunities Presented by Personiv https://insights.personiv.com/cfo-weekly

As an entrepreneur making a profit is a top priority. Are you interested in working fewer hours, making more money, and striking a better balance? Yes, yes, yes! My guest Samantha Varner shares ways to increase your profits in an easeful way. In this Women Developing Brilliance® — The Spirit of Business episode, you will learn:

In this episode, Foley partner Anil Shankar sits with Jackie Bender, Chief of Finance Strategy for the Los Angeles County Department of Health Services, to discuss California and Los Angeles County's recently approved Medicaid waiver called CalAIM (California Advancing and Innovating Medi-Cal), the multiyear care delivery and payment reform initiative led by the California Department of Health Care Services (DHCS). 

When Peter Walker looks back on his career, he never hesitates to highlight “the big asks,” or those times when he asked a boss to “take a chance” on him. One such instance occurred when he asked his CEO to sponsor his studies as he pursued an executive MBA on nights and weekends at New York University's Stern School of Business. “He said ‘Yes,' and the degree really flipped my brain from being that of an accountant to that of a big picture finance partner,” comments Walker, who was working for Assurant, a provider of risk management products and services. Still, an even bigger “ask” followed—one that engendered a response that even today seems to surprise Walker. “It was only a couple of months later that I found myself on a plane to Atlanta, about to step into the CFO role at a $2 billion business unit,” explains Walker, who recalls that this divisional CFO role opened up shortly after he completed his MBA—which allowed him to make the pitch, “Hey, you made this investment in me—the company needs a good ROI off this, so why not put me in that CFO role?” Today, Walker doesn't hesitate to characterize his leap upward at the company as a case of “right place, right time.” However, he points out that the promotion came 9 years into a 17-year tenure with Assurant—a hefty investment of career years that spanned such milestones as the company's 2004 IPO, multiple acquisitions, and expansion overseas. Unbeknownst to Walker when he entered the CFO office at Assurant in 2014, still ahead was yet another promotion to EVP and chief strategy officer. “As I sat in the chief strategy officer role, I really missed finance, as I view the CFO role today as the trifecta of finance, strategy, and leadership,” remarks Walker, who notes that during his strategy chief stint he had become increasingly interested in the deal-making mechanics of the private equity realm, an area to which his career thus far had offered only limited exposure.    Comments Walker: “I had had a lot of M&A experience within a public organization, but I wanted a turn at being the CFO leading the sale of a PE-owned organization so that I could gain another set of experiences—which, as it has turned out, have proven critical to reaching where I sit today.”    Walker was recruited to lead the successful sale of Jackson Hewitt from H.I.G. Bayside Capital to Corsair Capital and in 2017 was named CFO of Jackson Hewitt, a firm in Corsair's portfolio. “I specifically went after a private equity opportunity and was looking for something where the sponsor was going to want to sell in the next year or two,” explains Walker, who would remain as CFO of Jackson Hewitt for another year (post-transaction) before stepping into the CFO office at Sterling in 2019.   Looking back, no matter how many CFO tours of duty or transaction milestones he achieves, Walker seems resolute in believing that none of them could have been achieved if not for “the big asks.” –Jack Sweeney

In this episode, I Gordon about personal finance and how to free up money every month with a unique personal finance strategy. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Gordon Stein:Gordon Stein shows his audience how to free up hundreds or even thousands of dollars each month with minimal effort and minimal sacrifice. No budgeting. And no giving up the things you love. That's money that can pay down debt, or increase monthly investment to accelerate their wealth building and their financial freedom.His book, Cashflow Cookbook includes financial "recipes" that can free up to $13,000 monthly. As a professional speaker, his talks promise to show his audience how to add $1 million in wealth in 60 minutes. And he delivers. Give your audience freedom from their financial fears with breakthrough financial thinking from Gordon Stein.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~RESOURCEFUL AGENT:My name is Andy Silvius and I'm a full time Realtor for Keller Williams Realty in Coeur d'Alene, Idaho. I started the podcast "Resourceful Agent Radio Show" to influence others to keep progressing in life, whether it's stepping outside of your comfort zone and chasing your dreams or just helping you find solutions to problems you may face in business, finances, and life.Above all, I'm an Entrepreneur on the search for answers and new business opportunities one interview at a time!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~FOLLOW RESOURCEFUL AGENT ON:→ https://www.facebook.com/ResourcefulAgent→ https://www.instagram.com/Resourcefulagent/→ https://www.linkedin.com/in/andrew-silvius-091aa7190/→ https://www.resourcefulagent.com/~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

In this episode of the Brisbane Property Podcast, Melinda and Scott talk to Stephen Mitchell, Lending Manager for Metro North at Bank of Queensland.  Stephen has over 30 years of experience in financial services, including working in banks and also 15 years as a qualified financial planner.  We talk through finance strategies for various lending scenarios, and options that you may have if you are looking to finance your home, refinance to purchase and investment property, or for a change in structure.   We hope you enjoy this episode, and please don't forget to leave us a review if you are enjoying our content! Enquire about our Brisbane Buyer's Agency services for Investors and Home Buyers, please click HERE. Learn more about your hosts, Melinda and Scott Jennison at www.streamlineproperty.com.au

The Don't Quit Podcast looks at how professionals work and how you can learn from them. This week's guest is Gordon Stein, an international keynote speaker, blogger, personal finance expert, and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances.   Book: https://amzn.to/3Q4M85E Twitter: https://twitter.com/cashflowcookbk Instagram: https://www.instagram.com/cashflowcookbook/ — Support The Don't Quit Podcast by visiting TyypoPrints, making dreamers into achieves through motivational art prints. Use promo code: Podcast at the checkout to get 10% off your next print. Email the Host, Nick Mann, at Nick@TyypoPrints.com Check out the official The Don't Quit Podcast: TDQPodcast.com Follow the show on Instagram: @TDQPodcast Follow the host on Twitter @MannDesigner If you enjoyed this episode, please give a review on Apple Podcasts. Thank you for listening!

On this episode of the Leaders of Modern Finance podcast, host Ben Murray, Founder of The SaaS CFO, interviews Sarah Wilson, VP of Global Finance and Strategy at Tradeshift. Sarah is not only skilled in numbers and data analytics but has also developed a keen emotional intelligence. She knows how to relate those numbers and data points into a meaningful story that unites her team around a shared company vision. It's this understanding and care for the people in her organization that have made her a talented team builder. Sarah has a background not only in finance but also HR, and her experiences have given her a broader understanding of the interconnected pieces of her organization. She's merged these two elements of business together in her compensation philosophy, which reflects a concern for how Tradeshift's finances affect employee well-being. Sarah doesn't see herself as someone who manages both finances and people. Rather, she sees both elements as a singular asset that advances the company's mission. No asset is an island and to see the way the pieces of an organizational puzzle work together and compliment each other is a foundational trait of the successful financial leader. Sarah Wilson Tradeshift Tradeshift - LinkedIn Ben Murray The SaaS CFO The Saas CFO - LinkedIn This episode is brought to you by Stampli. The Most Powerful Way to Process & Pay Invoices. Stampli is the only Accounts Payable Automation software that centers communications on top of the invoice so that accounts payable collaborates better with approvers, vendors, and anyone involved with purchases to quickly resolve issues and questions, resulting in 5x faster approvals. Contact us to see why users love using Stampli and schedule a demo at Stampli.com.

As a profit coach and money-making business strategist, Sam Varner specializes in supporting six-figure service-based business owners to make profit a priority by implementing her proprietary CRUSH Formula. A conversation with Sam is an opportunity to share a no-bullshit (friend-to-friend) chat about profit, business success and the drive women have inside that is ready to explode. She is open and honest about how to achieve business growth well into 6 figures and just how to tap into each individual business owner's hidden potential. She wants your audience to be inspired through their own personal breakthroughs, strategy and grit to surpass their current goals and growth plans. Sam has 14+ years in PR & Marketing, Finance Strategy as well as Business Development and credits much of her business passion to watching her father in his construction business growing up. After living in 3 different countries and getting re-qualified to work over and over again, Sam decided to create her own business serving women business owners worldwide. Sam has made it her goal to help other women understand they have the power to change their financial picture by building profit in their businesses. She hosts the She Needs Grit Podcast where business tips and growth strategies happen weekly. By day, Sam is a tactical coach supporting her clients to grow their dreams, by evening and weekend she is hanging in the dirty minivan. With four kiddos, Sam is a coffee addict and spends her downtime as a chauffeur, cheerleader and a huge fan of each of the tiny humans she created. Learn more... https://www.shecollective.biz/ https://www.instagram.com/shecollective.biz/ https://www.linkedin.com/in/samantha-varner-47861532/ sam@shecollective.biz

In this episode of Estate Professionals Mastermind, financial mentor Damion Lupo joins Chad Corbett to discuss why an eQRP provides the strongest opportunity for leverage and diversification compared to other retirement vehicles like 401ks and IRAs. What is a Qualified Retirement Plan? In short, QRP is a type of pension plan that allows self-employed workers to plan for retirement and benefit from tax deferments. Qualified retirement plans can be used for real estate, as well as other asset classes that aren't an option for traditional retirement plans. To learn more about how QRPs work, how eQRP benefits compare to traditional investment vehicles, and how to set up an enhanced Qualified Retirement Plan to use in real estate investing, get the free book here: https://book.eqrp.co/gift-from-chad-corbett/Episode segments (Timestamps link to YouTube interview!)0:00 eQRP reviews: Chad Corbett2:05 Damion Lupo, author of the QRP Book6:32 Why you need to start planning your wealth strategy for financial independence8:21 QRP vs. Self-directed IRA (SDIRA) vs. Solo 401k12:13 How does the QRP work?18:46 eQRP benefits for real estate investing33:24 Who manages an eQRP?35:02 Get the eQRP book freeSales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

नमस्ते दोस्तों! The Ranveer Show हिंदी के 74th Episode में आप सभी का स्वागत है। आज के Podcast में हमारे साथ जुड़ चुकी हैं Radhika Gupta जो एक बेहतरीन Indian Business Executive हैं और Edelweiss Asset Management Company की C.E.O भी हैं। Radhika जी भारत की इकलौती Female Head Of a Major Asset Manager जिन्होंने भारत के First Domestic Hedge Fund को Set-up किया है। इस Podcast में हम बात करेंगे ढ़ेर सारी बातें Budget 2022 और उसके Effects, Tech Companies के Market में Fall, Inflation Rate, Interest Rate और Facebook Company में Loss जैसे कई सारे Topics के बारे में। साथ ही साथ हम Discuss करेंगे कि Budget से Cryptocurrency Investment में क्या Impact पड़ेगा, Digital Rupee, Blockchain, Tax Collection In India, Investment Skills के बारे में और भी ढ़ेर सारी बातें। मैं आशा करता हूँ कि ये Video आप सभी Viewers को पसंद आएगा। खास तौर पर उन सभी को जो Finance के Field में और Investment Opportunities के बारे में जानने में Interest रखते हैं। Current Affairs, Budget, Compony Portfolios, Tech Companies IPO, Unicorn Businesses और Inflation जैसी चीज़ों के बारे में हम Discuss करेंगे इस Hindi Podcast में सिर्फ और सिर्फ आपके Favourite BeerBiceps Hindi Channel Ranveer Allahbadia पर।

This episode features highlights from our first ten episodes focusing on the importance of data.  We hear from Ann Dennison, CFO of Nasdaq, Jaye Connolly-Labelle, Chairman and CEO of RippleNami, Hamza Benamar, CFO of Kyriba, and more.  Together, they bring you the most relevant insights to help you unlock the power of data in your own organization's finance department.Quotes“Finance professionals need to spend less time collecting data. They're valued more for how they can act on data than simply their ability to play scorekeeper. The types of people who are becoming CFOs now are those with more of a strategic mindset and less of a score keeping mindset.” - Eric Ball, Co-Founder and General Partner of Impact Capital Ventures“There's a lot of power in sitting on tons of data at the corporate level.  How can we harness that power to help provide information to the business?” - Ann Dennison, CFO of Nasdaq“Data on a spreadsheet is meaningless.  Data in a real-time dashboard is powerful.  I can get an alert if there's ever anything wrong so that I'm in the know.  You have to have your finger on the pulse and that is data-driven.” - Jaye Connolly-Labelle, Chairman and CEO of RippleNamiTime Stamps[2:12] Michael Dinkins, Dinkins Financial, on better data and decision making[3:52] Jennifer Ceran, Smartsheet, on new fintech solutions[4:22] Eric Ball, Impact Capital Ventures, on CFOs as a strategic player[5:30] Jaye Connolly-Labelle, RippleNami, on the importance of real-time data[7:11] Katherine Edenbach, Emburse, on driving strategy[7:52] Niklas Bergentoft, Deloitte & Touche, on the liquidity ecosystem[9:00] Wolfgang Koester, Kyriba, on being data-driven[10:26] Hamza Benamar, Kyriba, on using algorithms to help with decision making[12:14] Ann Dennison, Nasdaq, on harnessing data[14:05] Ross Tennenbaum, Avalara, on leveraging modern techSponsorThe Invisible Vault is powered by the team at Kyriba, the global leader in cloud treasury and finance solutions, empowering CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation. To learn more visit www.kyriba.comLinksConnect with:Eric BallJennifer CeranMichael DinkinsJaye Connolly-LabelleNiklas BergentoftKatherine EdenbachWolfgang KoesterAnn DennisonHamza BenamarRoss Tennenbaum

During season three of Skills Recharged, Michele shares her reflections after each episode with a guest. She's grateful for each of you that's tuning in to the #skillsrecharged conversation on personal finance strategy. Thank you, Dalan Vanterpool, for adding his voice to the discussion. We're learning together and from each other. Let's continue to keep our stride. --- Support this podcast: https://anchor.fm/career-tipper/support

Episode 4 of Season 3 of Skills Recharged on the Career Tipper podcast features Financial Educator, Dalan Vanterpool. Dalan is a financial educator and private banker from the British Virgin Islands. He helps young professionals connect their career moves to their wealth goals via his blog and podcast at dalanv.com. A few years ago, he moved to Panama, where he now works and navigates life in Spanish. In April 2021, he released his debut book, No Boss, Only Clients: How to Build an Extraordinary Career and a Life of Freedom. During this episode about Personal Finance Strategy: [ 2:10]Definition of No Boss, Only Clients. [ 6:34] Suggested strategy to creating multiple streams of income. [ 12:30] Storytelling tips for promoting your skills. [ 19:55] Insight on salary negotiation vs. income augmentation along with understanding the money line. [ 34:37] Challenge your perspective to invest and to save. [40:55 ] Productivity tools suggestions. [45:11 ] A career lesson to keep his skills recharged, competitive, and hire-ready. Connect with Dalan: https://dalanvanterpool.com --- Support this podcast: https://anchor.fm/career-tipper/support

This episode features an interview with Ross Tennenbaum, CFO of Avalara, the leading provider of automated tax compliance software with a market cap of nearly $15B.  Over his more than 20-year career, Ross has served in operational and financial leadership roles for companies like Credit Suisse and Goldman Sachs.  He's an entrepreneur and investment banker turned software executive, with an MBA from The Wharton School.On this episode, Ross discusses how to harness skills from previous finance roles to become a strategic partner as CFO, when to bring on a treasurer, and leveraging modern technology to drive growth.Quotes“There are many different types of paths to be CFO. There are many different people with different experiences.  But really understanding how to run and operate a business and how it works is a key differentiator to being a great CFO, beyond the accounting nuts and bolts.  The question is how do I help my team make this company the best it can be?”Time Stamps*[0:36] Intro*[1:47] Interview begins*[8:56] The importance of understanding all aspects of the business as CFO*[12:27] Cash Crossroads: How the pandemic shaped the world of finance*[23:56] The Playbook: Finance strategy*[24:41] When is it time to get a treasurer?*[42:42] Report from the Future:  The future of the CFO*[47:23] Quick HitsSponsorThe Invisible Vault is powered by the team at Kyriba, the global leader in cloud treasury and finance solutions, empowering CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation. To learn more visit www.kyriba.comConnect with Ross on LinkedInFollow Bob on TwitterFind Bob on LinkedIn

Stacey C. was a member of Wealth Circle #8. She had the financial fundamentals down, but didn't have defined goals, wasn't sure if her mix of savings and investments was right, and didn't have a clear path forward. In the 4 short months since she's graduated, she's made some impressive changes—not just in her net worth, but in her financial strategy, mindset—even location!  We cover: How the Factora community inspired her to get more creative, even when she thought she was doing all the right things How she recently negotiated a 45% compensation increase for a job offer Why she moved out of NYC to Scottsdale, Arizona  How she's increased her net worth by $30K since Factora The details of her second investment property purchase and how she plans to do most of the work herself The uniquely creative financial system she developed for herself after Factora using annual, monthly & daily accounts Download our FREE financial framework workbook Learn more about the Wealth Circle