Podcasts about financial executive

Our guest this week is Brady Murray of Salt Lake City, who is father to 11 children, a managing director at Capstone Partners a Mass Mutual General Agent, founder of RODS Heroes as well as the Special Abilities Network. Brady and his wife, Andrea, have been married for 21 years and are the proud parents of 11 children. By age they are: Brinley (17), Nash (16), Ridge (13), Copper (11), Mason (8), Willow (6) and Olivia (5) and as this episode gets published the couple is in Columbia adopting four siblings: John (16), Jarrow (14), Sandra (15) and Roccio (10). Both Nash and Cooper have Down Syndrome.RODS Heroes is a non-profit organization with the mission to inspire families to adopt children with special needs or other unique circumstances. Over the last decade, RODS Heroes has inspired the adoption of 102 children (83 of whom have Down syndrome), providing them with loving forever homes. Through their advocacy and dedication, RODS Heroes aims to raise awareness and promote a positive perception of adoption of children with special abilities, ultimately transforming lives and communities.The name RODS is an acronym for Racing for Orphans with Down Syndrome. Within RODS Heroes, there is a special program entitled Cooper's Mission. Cooper (11) one of the Murrays with Down Syndrome is on a mission to help unite 30 orphaned children with Down syndrome or other unique circumstances with their forever family - one pitch at a time, by making appearances at 30 Major League Baseball games. Please consider donating to Cooper's Mission to receive a signed Cooper Murray Rookie Card.The Special Abilities Network is a coalition of professionals comprised of financial, clinical, legal, and tax experts who work together as a team on your behalf. Every aspect of your special needs plan is developed and executed under the collective strategic guidance of your team members. They surround you and your family with expert support at every step of the journey. That's all on this episode or the SFN Dad To Dad Podcast. Show Links - Email – brady@rods.orgWebsite - https://rods.org/Website - https://specialabilitiesnetwork.com/LinkedIn – https://www.linkedin.com/in/bradymurraycfp/Instagram – #bradymurray21Instagram - #RODSHeroesSpecial Fathers Network - SFN is a dad to dad mentoring program for fathers raising children with special needs. Many of the 500+ SFN Mentor Fathers, who are raising kids with special needs, have said: "I wish there was something like this when we first received our child's diagnosis. I felt so isolated. There was no one within my family, at work, at church or within my friend group who understood or could relate to what I was going through."SFN Mentor Fathers share their experiences with younger dads closer to the beginning of their journey raising a child with the same or similar special needs. The SFN Mentor Fathers do NOT offer legal or medical advice, that is what lawyers and doctors do. They simply share their experiences and how they have made the most of challenging situations.Check out the 21CD YouTube Channel with dozens of videos on topics relevant to dads raising children with special needs - https://www.youtube.com/channe... Please support the SFN. Click here to donate: https://21stcenturydads.org/do...Special Fathers Network: https://21stcenturydads.org/SFN Dads Mastermind Group - https://21stcenturydads.org/sfn-mastermind-group/Discover more about the Dads Honor Ride 2023 - https://21stcenturydads.org/2023-dads-honor-ride/Find out about Horizon Therapeutics – Science and Compassion Working Together To Transform Lives. https://www.horizontherapeutics.com/

This episode of the CFO Playbook features an interview with Bill Fahrbach, Chief Financial Officer at Facet, offering impartial and invaluable financial advice and services at an affordable membership fee.Bill is a strategic Financial Executive and Entrepreneurial CFO/COO with an extensive investment banking background and rounded technology operational experience. With a track record of significant growth, capital raises, and exits, he's a leader in finance, operations, systems, and legal capacities.In this episode, Bill talks about the changing dynamics between CFO and CEO, the importance of a healthy work-life balance, and how a primarily remote-first culture affects the pathway to becoming a CFO.--------Guest Quotes:“I think what has changed is, if you think about the CFO role, it's really critically important that you get the right information out to the organization. So, the organization wants to understand how we are doing as a business, and it's not as simple as sort of just saying like, look, here are the numbers, right? There's a lot of color, there's a lot of context. So I would say as CFO, it's been challenging. It's actually pushed probably the limits in terms of like how do you communicate effectively with the employee base, whereas when you're in the office in a physical office, it's more natural, I guess you could say, and more seamless to sort of be having routine discussions with, employees across the board and articulating, you know, the good, the bad, and everything in between and getting that message across. In a virtual environment, what I've found is that the struggle is always finding that balance of how do I get the right message out in the right forums. And not create, let's say, like a drain of unnecessary meetings that people get bored in, right? So, it's finding that balance, you know, articulating the right information, but also giving the right context in a way that employees will be engaged. I'd say that was, that's been the biggest challenge.” - Bill Fahrbach--------Topics:00:38 Bill's role and adjusting to remote work03:49 How a remote first culture affects the pathway to CFO07:51 Educational background13:19 Dynamics between CFO and CEO17:53 Facilitating company acquisitions21:47 Work life balance24:23 About Facet and IPO29:18 Best decision he's ever made--------Sponsor:This show is brought to you by Soldo, the brighter way to manage business spending and expenses. With Soldo, you can control every expense, track spend in real time, automate financial reporting, and then use those insights to fuel growth. Learn more at Soldo.com--------Links:Connect with Bill on LinkedInConnect with Fran on LinkedInThe CFO Playbook Listener Survey

Description: Welcome to this podcast epside. Our guest, Brent Allen (Carolina Acquisition Partners) is a multi-skilled Financial Executive with over a decade's worth of experience in strategic finance and problem-solving, shares his insights, strategies, and tools to help you drive business transformation. Brent's rich experience in fostering sustained exponential growth and spearheading cost reduction and efficiency improvement initiatives has carved out his reputation as a game-changer in the financial landscape. On this podcast, he unravels the complex world of finance, helping listeners navigate and understand the crucial components of strategic financial management. In this episode, Brent taps into his mature operational mindset to break down the daunting task of financial management into digestible segments. With a unique ability to think like both a CEO and a CFO, Brent provides listeners with a balanced perspective on financial planning and execution. He presents compelling discussions on change management, strategic visioning, and performance results driving, offering practical advice for professionals at all stages of their careers. This episode bridges the gap between financial theory and practical application. Tune in to content that will empower you to strategize, optimize, and thrive in your business journey. Your financial future starts here! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023

In this episode, Ryan Goulart is joined by Bill Williams, Ameriprise Financial executive vice president and president of Ameriprise Independent Advisors. They discuss the importance of focusing on client wants and needs, how to inspire confidence in advisors and how to maintain the human element as technology use increases.  

Graham travels to San Francisco to spend the day with financier and philanthropist Charles Schwab at his company headquarters. The discount-brokerage entrepreneur has a reported net worth of $8 billion, but has struggled his whole life with dyslexia. Plus, he opens up about the impact golf has on his life, being shaped by the Great Depression, and balancing his growing business and family.

This Week's Guest: Terrell Turner, CPA; 85% of MNCPA members working in public accounting support an alternative to 150 hours; The Silicon Valley Bank Balance Sheet Time Bomb "Sitting In Plain Sight"; Senator Warren complains to PCAOB about sham crypto "audits"; JPMorgan Chase's nickel bags turn out to be full of stones; PwC introduces AI chatbot for 4,000 lawyers to speed up work; Xero kills WorkflowMaxSponsorsSuiteFiles - https://cloudaccountingpodcast.promo/suitefilesZoho - https://cloudaccountingpodcast.promo/zohoKeeper - https://cloudaccountingpodcast.promo/keeperChapters (00:00) - Cloud Accounting Podcast Episode 325 (00:26) - Preview: Accountants aren't eating their own dog food (01:10) - Introduction and welcome Terrell Turner to the show (03:31) - What does Terrell's practice do and who do they serve? (05:11) - South Carolina's comptroller resigns due to $3.5 billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) - Clip from the Financial Executive podcast (27:15) - A little bit about Sillicon Valley Bank (43:07) - The issue with non-profits finding auditors and throwing accountants under the bus (48:02) - Elizabeth Warren writes letter to PCAOB about scam crypto "audits" (49:32) - JPMorgan Chase's nickel bags turn out to be full of stones (51:33) - OpenAI is connecting ChatGPT to the internet (01:02:11) - Xero kills WorkflowMax (01:03:54) - PwC introduces AI chatbot for 4,000 lawyers to speed up work (01:10:23) - Wrap up and where to reach Terrell, Blake, & David Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comEarn CPE for listening to podcasts with Earmark CPE: https://earmarkcpeTranscriptThe transcript of this episode is available by clicking on the Transcript tab at the top of this page.Show NotesTexas Close to Allowing CPA Candidates to Test with 120 Creditshttps://www.cpapracticeadvisor.com/2023/03/22/texas-close-to-allowing-cpa-candidates-to-test-with-120-credits/78123/ South Carolina's Top Accountant to Step Down After $3.5 Billion Errorhttps://www.cpapracticeadvisor.com/2023/03/23/south-carolinas-top-accountant-to-resign-after-3-5-billion-error/78209/ MNCPA to Educators: "We Do Not Need New CPAs Who Have Additional College Credits; We Need More CPAs, Period."               https://www.goingconcern.com/mncpa-to-educators-we-do-not-need-new-cpas-who-have-additional-college-credits-we-need-more-cpas-period/ Banks and investors are reviving a push for changes to securities accounting after the SVB collapsehttps://www.wsj.com/articles/banks-investors-revive-push-for-changes-to-securities-accounting-after-svb-collapse-99caa9ce PwC introduces AI chatbot for 4,000 lawyers to speed up workhttps://gulfbusiness.com/pwc-introduces-ai-chatbot-for-4000-lawyers/ The More Things Change, the More They Stay the Same: Addressing the CPA Pipeline Crisis | NASBAhttps://nasba.org/blog/2023/03/14/addressing-the-cpa-pipeline-crisis/ QuickBooks leans into AI in 2023 | Accounting Todayhttps://www.accountingtoday.com/news/quickbooks-plans-to-go-all-in-on-ai-in-2023 SVB's balance-sheet time bomb was 'sitting in plain sight' https://www.accountingtoday.com/articles/svbs-balance-sheet-time-bomb-was-sitting-in-plain-sight-short-seller-saysGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/Future Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd 

In this episode, Justin & Lynse interview Angela Pierce – a CPA and Financial Executive with 15+ years of experience in city and state governments. Angela shares the story behind the advice that shifted her perspective on her brand and career goals.

We chat with former Financial Executive turned Real Estate Broker Shawn Ferguson of Exclusive Homes of Costa Rica about his advice and experience in investing in Real Estate in Costa Rica.  Shawn works the Central and Southern Pacific beach line, covering areas such as Manuel Antonio, Uvita, Dominical and Jaco.  He discusses the up-and-coming beaches where value still exists.Contact us:  info@investingcostarica.comGuests today:Shawn Ferguson:  shawn@exclusivehomescostarica.comExclsuive Homes: https://www.exclusivehomescostarica.com/

In this sponsored episode of the Financial Executive podcast we speak with Rehman Rashid, Finance Leader at Workday and Rex Blodgett Director, People Analytics at Workday, regarding their approach to closely tying together finance and human resources for more effective planning, Special Guests: Rehman Rashid and Rex Blodgett.

Ray and Bob get to visit with our youngest executive. You name it, he's done it and at a remarkably young age. Pro sports, TV broadcasting, and financial management. And, yes we were foolish enough to try to go one on one with him.

Welcome to The Beauty Confidential Lounge, for the visionary who desires sacred alignment,  I am your host Chaitali Desai.  This week join me as we explore the mindset of money with Pam Prior.   Pam Prior is an Entrepreneur, Best-Selling Author, Podcast Host, Financial Executive, CPA, Speaker, Virtual CFO, and Financial Coach.   The dynamic opposite of every accountant you've ever imagined, Pam is the creator of the ProfitConcierge™ path for entrepreneurs. With 30 years of executive finance experience working with Fortune 50 companies, private equity start-ups, and today's influencers, she brings a new appreciation to the value and accessibility of financial reporting to small business owners from stages across America.   Pam is laser-focused on changing finance and accounting from a terrifying nightmare to a peaceful, easy to understand dream for her clients and audiences, and she has been described as everything from a “CFO Quarterback” to a “Financial Fairy Godmother”, to a “Finance Friend in the Foxhole”.   To connect with Pam: Facebook: https://www.facebook.com/pampriorcfo Facebook Community: https://www.facebook.com/groups/profitconciergecampground Instagram: https://www.instagram.com/pamsprior/ TIkTok: https://www.tiktok.com/@pamprior Be sure to take advantage of Pam's complimentary gift's! https://www.profitconcierge.com/tools   To connect with Chaitali: The Beauty Confidential Lounge Community: The Beauty Confidential Lounge   Facebook: Chaitali B. Desai   Instagram: chaitali_b_desai   Please be sure to tag me @chaitai_b_desai on Instagram and share this episode with your community to spread the word. If you or someone you know has benefited from this episode! I am curious to hear all about your experience. Also, be sure to leave a review on iTunes in order to receive a complimentary Chakra Clearing Meditation. Just screenshot your review before submitting it and email it to my team at chaitalibdesai@gmail.com and I'll see you in the next episode

Pam Jordan is the President of Pivot Business Group. She is a no-nonsense financial expert and speaker who specializes in analyzing and streamlining the backend of fast-growing companies while efficiently creating more profit and strategic growth. Pam started the Pivot Business Group and works day-in and day-out to identify and eliminate errors, create financials businesses can trust, and work with her clients long-term to maximize growth and profit. As a certified Profit First professional, Pam recognized that most entrepreneurs begin their business on an idea or passion—but many are uninterested in the financial side of running a company. They are laser-focused on growth, innovation, and dominating their industries. Pam has been honored with numerous awards and accolades, including “Outstanding Business and Financial Executive of the Year” and the “40 under 40” in the Triad Business Journal. Listen in for some great takeaways about the importance of knowing your numbers—and how you can add value to your business immediately.  You will want to hear this episode if you are interested in... Learn more about Pivot Business Group [2:47]  Why Pam chose the route of entrepreneurship [7:15] How do you know when you need a CFO? [9:06] When should you pivot to a full-time CFO? [10:23] The top three mistakes business owners make [11:54]  How a fractional CFO can help with cashflow [16:09] The KPIs that are important to focus on [18:32] Simple techniques to increase the value of your business [24:36]  What Pam recommends to track numbers for your business [31:15] What's on the horizon for Pam Jordan and Pivot Business Group? [33:46] What brought Pam joy and put her in the right mindset for success [37:51] Resources & People Mentioned Entrepreneurial Operating System (EOS) Empire Operating System Traction by Gino Wickman QuickBooks Connect with Pam Jordan The website On Instagram On Twitter On Linkedin On Facebook Bio Pam Jordan is a no-nonsense financial expert and speaker. Pam specializes in analyzing and streamlining the backend of fast-growing companies as well as efficiently creating more profit and strategic growth. Roughly five years ago, Pam Jordan started the Pivot Business Group. Carrying the title CEO and CFO, she works day in and day out to identify and eliminate errors, create financials businesses can trust, and work with her clients long term to maximize growth (and profit). Pam recognized that most entrepreneurs begin their business based on an idea or passion. This being the case, many of them are not interested in the financial side of running a company. That's where the Pivot team steps in. They focus on untangling businesses' finances while you continue to grow your company, create ideas, and take over the industry.  Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

My mother's family was wealthy. My father's family was not. When they married my mother was disowned by her family for marrying a poor man, whereas, my father's family welcomed her with open arms and generosity. This is just one of the financial stories that was handed down to me and explains my complex relationship with money. What are the stories that have kept you from achieving abundance?In this episode of The Thinking Vitamins Podcast, I speak with Pam Prior, Best-Selling Author, Podcast Host, Financial Executive, CPA, Speaker, Virtual CFO, and Financial Coach about how you can breakthrough and raise your money threshold. If you've watched your income plateau then this episode will be a game changer, you'll learn: ➡ The ways to determine what your specific limits are➡ The age at which your money attitudes are set➡ How you can raise your own glass ceilingEnjoy the show. JillIf you have ideas for topics you'd like me to cover or have questions or comments about the show, please send them to me at connect@jillmcabe.com!SHARE THE LOVE Know anyone whose having a hard time with the relationships in their life?Please share this with them!If you found the ideas in this show helpful, I would love your help getting the word out. Likes/follows/reviews help other people discover useful content. 

Listen to Alexander Stylianoudis, Head of Legal & Finance at GooseChase Adventures talking about his remote life as a lawyer from different locations of the world, such as Bordeaux, Cape Town, Thailand, South of France, London and many more. Intrigued already? Here are some topics that we covered: Remote work (even from different locations) does not always look different when it comes to workdays At the weekends you truly feel the benefits of being in another location and it is there where it all comes alive and gets exciting. He and his family is another example of how remote work brings families and people together Remote work provides so much more opportunities, avenues and abilities to reinvent yourself. Being part of the day to day of a business is critical in your professional work - he sat with customer care and sales team to understand more about their challenges Much more :D Alexander Stylianoudis is the Head of Legal & Finance at GooseChase Adventures and former LEgal & Financial Executive at WiFi Tribe. He has 5 years of commercial legal and financial experience, working predominantly with startups (Series A stage) and specializes in US/UK Tax Law & International Corporate Governance. Alex is the holder of an LPC, MSc, GDL & BA (Hons) and identifies himself as an extremely motivated individual with good analytical and interpersonal skills. Alex's contact details: https://www.linkedin.com/in/stylia/ Thank you for listening! If you liked this episode, please share it with a friend who could benefit from listening to it. It means a lot to me! If you haven't already, please don't forget to subscribe. That way, every time I prepare a new episode for you, it'll automatically show up on your phone.

Paul continues his decision-maker series by focusing in on the financial buyer (CFO/Controller). Show Notes These decision makers (DMs) help the other DMs make better decisions. Their science is accounting, and numbers don't lie. “Always determine the power-base distribution in the opportunity that you're working.” “These financial buyers may not be the ultimate decision maker, but they will….” Financial buyers want to see improved cash flow and mitigate risk—so no guesswork, chance, or intuition. Demonstrate a good return on investment (ROI). *** Learn more: https://www.theqandasalespodcast.com. Click here to pre-order a copy of Selling Through Tough Times! Click here to purchase the latest edition of Value-Added Selling! Thanks to our production team at The Creative Impostor Studios! Click here to book a complimentary consultation with Strategist and Producer, Andrea Klunder, to find out how to launch, produce, and grow your company's podcast. *** Thank you for tuning in. Our show is updated weekly with the questions you ask. So, please go to the home page to ask the question that you want answered. Be sure to follow our show in your favorite podcast app and share this episode with a colleague or friend. And most importantly...make it a big day.

How do you keep your company relevant as demographic shifts are accelerated by technology changes? How do you keep your product and communications updated? Jack McCullough, Founder and President of the CFO Leadership Council, joined Scott Case to discuss how to stay relevant and current while not alienating your customer base. Jack leads the CFO Leadership Council that provides world class professional development programs and networking events for chief financial officers.Watch the full session: https://bit.ly/3rfMyZnHave feedback? Connect with Scott Case on LinkedInVisit foundersfocus.com to join the live video sessions, watch past sessions, and see what topics are up next.

Person of Interest - Coach Burt Interviews Innovative Financial Executive Chairman Tyler Rees to talk 8 FIGURE MASTERMIND

Pam Jordan is a no-nonsense financial expert and speaker who analyzes and streamlines the backend of fast-growing companies, efficiently creating more profit and strategic growth.   Pam has her MBA and has been honored with awards to include: Outstanding Women in Business and Financial Executive of the Year. She has been featured on Entreprenuer.com, as well as Podcasts such as The Digital Marketer and Business Lunch with Roland Frasier. She has spoken on stages in front of thousands of business owners. Pam is also a certified Profit First Professional.   Pam and her team manage over a billion dollars for entrepreneurs. Listen in for: Time blocking CCC… Covid Control Center Cash flow methodology Advice to those starting a business —especially during COVID-19? Know your numbers! Cash Flow is King (or Queen) More Cash = More Options Entrepreneurs —find yourself a good partner!   The Straight Truth: If a business is considering shutting their doors right now, waiting for something to change… they likely won’t be in business much longer!   The One Thing: TAKE THE RISK!   Episode References: Profit First: Mike Michalowicz Connect with Pam @pamjordancfo on Instagram, Facebook, Twitter and LinkedIn. Learn more at pamjordan.com   Connect with Rick @MrRickJordan on Instagram, Facebook, Twitter, and LinkedIn    Help others find the show! Subscribe and Review on iTunes Subscribe and Comment on CastBox Subscribe on Google Podcasts or Google Play Follow on Spotify Subscribe and Review on Stitcher   Rick’s company: ReachOut IT   Production Credits

Pam Jordan is a no-nonsense financial expert and speaker who analyzes and streamlines the backend of fast-growing companies, efficiently creating more profit and strategic growth.   Pam has her MBA and has been honored with awards to include: Outstanding Women in Business and Financial Executive of the Year. She has been featured on Entreprenuer.com, as well as Podcasts such as The Digital Marketer and Business Lunch with Roland Frasier. She has spoken on stages in front of thousands of business owners. Pam is also a certified Profit First Professional.   Pam and her team manage over a billion dollars for entrepreneurs. Listen in for: Time blocking CCC… Covid Control Center Cash flow methodology Advice to those starting a business —especially during COVID-19? Know your numbers! Cash Flow is King (or Queen) More Cash = More Options Entrepreneurs —find yourself a good partner!   The Straight Truth: If a business is considering shutting their doors right now, waiting for something to change… they likely won’t be in business much longer!   The One Thing: TAKE THE RISK!   Episode References: Profit First: Mike Michalowicz Connect with Pam @pamjordancfo on Instagram, Facebook, Twitter and LinkedIn. Learn more at pamjordan.com   Connect with Rick @MrRickJordan on Instagram, Facebook, Twitter, and LinkedIn    Help others find the show! Subscribe and Review on iTunes Subscribe and Comment on CastBox Subscribe on Google Podcasts or Google Play Follow on Spotify Subscribe and Review on Stitcher   Rick’s company: ReachOut IT   Production Credits

Everyone wants to follow their big vision, but without motivation and a dash of strategy, your big plans are going nowhere, fast.  Cassmer Ward has 20 years experience as a Financial Executive and Business Leader. With expertise in accounting, operational analysis, strategic development/implementation, and entrepreneurship, Cassmer works with clients to identify and address the critical success factors affecting companies varying in size across many industries. He has balanced technical business acumen with creativity to provide an innovative road map for clients and students to identify and meet their objectives. Cass enjoys helping companies identify their financial and market position while setting them on a path to success.  On this episode of the Mind Body Business Show, Brian and Cassmer dive into why you should only work with people you would help for free, achieving success with small steps forward and plenty of learning (whether you're on a mountain or in your office), and the way Cassmer crafts individual solutions for companies to give them clarity and a foundation for the best decisions possible. Tune in for energetic insight and the encouragement you need to conquer the days ahead. What You'll Learn:   How Cassmer managed to teach accounting to finance-hating graduate students using doughnuts Why patience, patience and patience are the top 3 most important qualities you could have as an entrepreneur seeking success What actually goes into the "overnight successes" we see splashed all over Facebook    And much more! Favorite Quote “And one of the things I've learned along the way is that you have to commit - but I've got to say where I have been the happiest is not committing to success, but committing to making a mistake. I am going to take these next five steps and it may be a mistake. The worst mistake that could happen is this. Can I live with that if that happens and keep going forward? And really, that's the definition of entrepreneurship.”  - Cassmer Ward Connect with Cassmer Ward: Cassmerward.com How to get involved Brian Kelly, founder of Reach Your Peak, helps his clients break down their limits in order to operate at peak performance within their business. You can find Brian on LinkedIn and Instagram. If you enjoyed this episode, head over and visit us on Apple Podcasts - leave a review and let us know what you thought! Your feedback keeps us going. Thanks for helping us spread the word! As a bonus, text the word “Peak” to 661-535-1624 to be entered to win a 5-night stay at a luxury resort!

David Jaques is a financial executive with more than 30 years of experience in the financial industry. His name has been attached to the nascent of #FinTech as the first CFO of PayPal (#CFOPaypal) and has since provided financial expertise and senior management to private equity firms (BlueRun Ventures) and banks (Silicon Valley Bank). Currently, David is CFO at Greenough Consulting Group.Interview David Jaques focus:1. An introduction from you - background, overview, education... 2. Career highlights3. Your company / companies, organisations and focus?4. Barclays bank trajectory5. ilicon Valley Bank6. Paypal 7. You worked with the leading Founders: special Elon Musk, Peter Thiel, Max Levchin. How was that experience?8. Nokya VC after changed to BlueRun ventures9. Iteration of the evolution of financial services into the digital fintech world we have now?10. Nokya first VC firm after changed to BlueRun ventures11. As a CFO and financial expert How do you see Fintech and its iterations with Covid-19 what ways do you envision to redesign our society, future of startups, work  with technology and social impact? 12. And your visions for the present and future?Founder of Digitzs Solutions, Inc., David Jaques is Chairman for Digitzs Solutions, Inc., Chief Financial Officer of Greenough Consulting Group and Chief Financial Officer & Director at Bluedot Innovation, Inc.He is also on the board of Fortress Technologies, Inc. (Canada) and Member of Association for Financial Professionals, Inc.In the past he occupied the position of Chief Financial Officer of 500 Startups Management Co LLC, Chief Financial Officer of BlueRun Ventures, Chief Financial Officer at Felicis Ventures Management Co. LLC, Chief Financial Officer & Director at Yinghong Guangda Technology Ltd., Chief Financial Officer for PayPal, Inc., Vice President of Barclays Capital, Inc., Senior Treasury Advisor at Barclays Bank Plc, Treasurer of SVB Asset Management and Treasurer & Senior Vice President at Silicon Valley Bank.About Dinis Guarda profile and Channelshttps://www.openbusinesscouncil.org/w...https://www.dinisguarda.com/About citiesabc.comhttps://www.citiesabc.com/https://twitter.com/citiesabc__

Vidal Espinosa is the Founder and Principal Partner at Invictus AdvisorsInvictus Advisors is a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has led the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 to a million dollars in just three years. As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively.His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E; Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa is also an Amazon best-selling author books include “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”www.invictus-advisors.com

There are a myriad of tax and financial reporting changes, in addition to liquidity options, for companies that are impacted by the COVID-19 pandemic. The chainges are complex, and will add to an already heavy burden for senior-level financial executives navigating the crisis. The Financial Executive podcast spoke with two professionals from Crowe LLP about those changes -- Matthew Schell, a partner in Crowe's assurance professonal practice and Howard Wagner, a partner with Crowe's national tax office, to review some of the most developments and the issues that financial leaders need to consider during implementation. Disclaimer: The information in this podcast is not – and is not intended to be – audit, tax, accounting, advisory, risk, performance, consulting, business, financial, investment, legal, or other professional advice. The information is general in nature, based on existing authorities, and is subject to change. The information is not a substitute for professional advice or services, and you should consult a qualified professional adviser before taking any action based on the information. Crowe is not responsible for any loss incurred by any person who relies on the information discussed in this document. Special Guests: Howard Wagner and Matthew Schell.

Irene Gottlieb is the owner of GARNET MEDIA, and has an extensive background in the entertainment world, from working closely with filmmakers and arranging multimedia events showcasing their award-wnning films (from Rebecca Rausch’s “BLOOD ROAD” documentary to the iconic film “A LEAGUE OF THEIR OWN”), as well as being a financial executive and producer helping to get numerous other film projects produced, including documentaries, biographic dramas, and fiction. She is a published author of the best-selling historical fiction book JANDALS, which is now under option to be made into a movie, in addition to an award-winning photographer and artist. Irene also works on volunteer programs in Uganda where she began an initiative nearly a decade ago, working to assist numerous worthy efforts including orphan donations, nursery schools, and a education mentorship program through 4-Africa Inc., which she founded.

Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years.As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively. With over more than 20 years of accounting and taxation experience he has worked for large accounting firms such as KPMG and Deloitte. With a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits he provided tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana in addition to holding a Masters Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico.As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. Currently Vidal is very involved with the local business community. He co-founded Invictus Advisors Foundation a non-profit 501 (c) 3 whose mission is to provide Latino business owners and start-up businesses relief from financial, marketing, and personal coaching obligations to position their enterprises to grow to their full potential. Additionally, he is the Chief Financial Officer for Hispanic Chamber of E-Commerce Foundation, Acuavita Foundation, UP-IPADE Business School Foundation and sits on the Advisory Board of the Hispanic Chamber of E-Commerce.His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E; Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa has had several an Amazon best-selling books including “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”As Head of the US/Mexico binational business program at UP-IPADE Business School; in 2020 he will be launching a business accelerator program called “Start Up on Steroids” to give Mexican business the tools they need to launch their business in the United States. This done-with-you program will give the participants the exact steps needed, including financial, legal and marketing tools, to begin their business in the United States.Learn More: www.invictus-advisors.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years.As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively. With over more than 20 years of accounting and taxation experience he has worked for large accounting firms such as KPMG and Deloitte. With a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits he provided tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana in addition to holding a Masters Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico.As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. Currently Vidal is very involved with the local business community. He co-founded Invictus Advisors Foundation a non-profit 501 (c) 3 whose mission is to provide Latino business owners and start-up businesses relief from financial, marketing, and personal coaching obligations to position their enterprises to grow to their full potential. Additionally, he is the Chief Financial Officer for Hispanic Chamber of E-Commerce Foundation, Acuavita Foundation, UP-IPADE Business School Foundation and sits on the Advisory Board of the Hispanic Chamber of E-Commerce.His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E; Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa has had several an Amazon best-selling books including “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”As Head of the US/Mexico binational business program at UP-IPADE Business School; in 2020 he will be launching a business accelerator program called “Start Up on Steroids” to give Mexican business the tools they need to launch their business in the United States. This done-with-you program will give the participants the exact steps needed, including financial, legal and marketing tools, to begin their business in the United States.Learn More: www.invictus-advisors.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years.As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively. With over more than 20 years of accounting and taxation experience he has worked for large accounting firms such as KPMG and Deloitte. With a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits he provided tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana in addition to holding a Masters Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico.As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. Currently Vidal is very involved with the local business community. He co-founded Invictus Advisors Foundation a non-profit 501 (c) 3 whose mission is to provide Latino business owners and start-up businesses relief from financial, marketing, and personal coaching obligations to position their enterprises to grow to their full potential. Additionally, he is the Chief Financial Officer for Hispanic Chamber of E-Commerce Foundation, Acuavita Foundation, UP-IPADE Business School Foundation and sits on the Advisory Board of the Hispanic Chamber of E-Commerce.His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E; Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa has had several an Amazon best-selling books including “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”As Head of the US/Mexico binational business program at UP-IPADE Business School; in 2020 he will be launching a business accelerator program called “Start Up on Steroids” to give Mexican business the tools they need to launch their business in the United States. This done-with-you program will give the participants the exact steps needed, including financial, legal and marketing tools, to begin their business in the United States.Learn More: www.invictus-advisors.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years.As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively. With over more than 20 years of accounting and taxation experience he has worked for large accounting firms such as KPMG and Deloitte. With a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits he provided tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana in addition to holding a Masters Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico.As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. Currently Vidal is very involved with the local business community. He co-founded Invictus Advisors Foundation a non-profit 501 (c) 3 whose mission is to provide Latino business owners and start-up businesses relief from financial, marketing, and personal coaching obligations to position their enterprises to grow to their full potential. Additionally, he is the Chief Financial Officer for Hispanic Chamber of E-Commerce Foundation, Acuavita Foundation, UP-IPADE Business School Foundation and sits on the Advisory Board of the Hispanic Chamber of E-Commerce.His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E; Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa has had several an Amazon best-selling books including “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”As Head of the US/Mexico binational business program at UP-IPADE Business School; in 2020 he will be launching a business accelerator program called “Start Up on Steroids” to give Mexican business the tools they need to launch their business in the United States. This done-with-you program will give the participants the exact steps needed, including financial, legal and marketing tools, to begin their business in the United States.Learn More: www.invictus-advisors.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Guest Name : Iman Subekti, Ak, CA, CMA, CBV - Finance Executive with Lean Six Sigma Belt, Senior VP. PT Teladan Resources Language : Indonesian, Publication date: Oct, 24th 2019 Iman Subekti is an Audit, Tax and Financial Executive with more than 20 years of professional experiences, with professional certifications. He is now the Senior VP for PT. Teladan Resources, Indonesia. In addition, Iman is Vice President, Indonesia at ICMA (The Institute of Certified Management Accountant) where he plays a critical role in maintaining a relationship with a government, industrial, commercial and professionals. In this episode, Iman explained the benefits for having a cross-functional collaboration in supporting the objectives of the organizations. A highlights: The benefits of cross-functional collaboration The S&OP (Sales & Operations Plan) and IBP (Integrated Business Plan) How to links between the financial metrics into the supply chain operations metrics ICMA' s activity in Indonesia Connect with guest at: https://www.linkedin.com/in/imansubekti --- Send in a voice message: https://anchor.fm/bicarasupplychain/message

How and when audit fees rise and fall is something that has been of intense interest to senior-level financial executives and academics. In anticipation of the annual audit fee survey from the Financial Education and Research Foundation (FERF) and Workiva coming out this November, FERF's Dillon Papenfuss speaks with Professor W. Robert Knechel, Ph.D. -- the Frederick E. Fisher Eminent Scholar and Director of the International Accounting and Auditing Center at the University of Florida -- discuss the long and short-term drivers of audit fees. Special Guest: Robert Knechel.

Antonio Nieto-Rodriguez details the competencies required to transform and thrive in the new digital and project-driven economy. Special Guest: Antonio Nieto-Rodriguez.

Giuseppe Catani I am Italian, born on 25 /04/1955, graduated on 16/07/1976 as Chartered Accountant and after one year of Army service I started working overseas, in several Countries in different Continents.   I am a CFO and presently in Copenhagen, Denmark, with my second wife Jeanette who I met in Dubai.   I have two children, Matteo and Francesca, and three grandchildren.   LinkedIn: linkedin.com/in/giuseppecatani   Twitter:  g_catani

Greg Bustin reveals his insights on decision-making gleaned from 52 inspiring historical events.   You'll Learn: The two things you need when making a decision The Seven F’s tool that can help you decide what you want How to fight cognitive bias   About Greg: For more than two decades, Greg has been skillfully counseling a diverse roster of innovative companies. He’s a trusted advisor to savvy CEOs and key leaders—steering three executive groups and providing one-on-one coaching as a Master Chair for Vistage International, the world’s largest CEO organization. Organizations around the world invite Greg to conduct private workshops and deliver thought-provoking keynote addresses on leadership, strategy, conflict resolution and Workplace Accountability. He’s been featured in The Wall Street Journal, Barron’s, Financial Executive, and more.   View transcript, show notes, and links at http://AwesomeAtYourJob.com/ep432

Why settle for aiming to be a millionaire if you could just go for it and set your goal to be a billionaire? In this episode of the Disruptive Entrepreneur Podcast, Rob chats with Martin Fridson, a CFA and the author of “How To Be A Billionaire.” Martin's book has been one of the top non-fiction bestsellers and has helped many people on reaching – not just getting near – their goals. Discover today how a billionaire's mindset and personality differ from a millionaire. It's true also that along the way, there will always be challenges, detours, and people who would definitely put your guard down. Learn how the classic and modern billionaires dealt with these so you'll have the basis on how to face such and stay focused on becoming a billionaire. Aside from these, Rob and Martin also talk about Martin's career and his book. When you walk the road to being a billionaire, do you wish to be greedy and capitalistic? Or do you want to be generous and philanthropic? Listen in, so you know how to balance your life, how to give back, and how to live your billionaire life to the fullest. KEY TAKEAWAYS What does a billionaire know that a millionaire doesn't yet know? "Really understanding that it is possible to achieve, that's the most significant difference." You have to be extremely focused if you want to be a billionaire. "What comes first is the focus in business building and enterprise." Greedy and capitalist vs generous and philanthropic. Many billionaires had some issue with their dealings in their business, but once they have turned to philanthropy, they put their eyes on socially-relevant projects. For example, John D Rockefeller helped in a significant project of eradicating the hookworm disease. Three things you need to ready yourself with when you want to become a billionaire: Scale, Timing, and the ability to take rejection. Scale: Deciding on whether to make it to a national or international scale is very essential. To get into a billionaire status, you have to reach certain boundaries. Timing: The rapid growth right now is your cue to start moving to become a billionaire. Know the trends, so you know when's the right time to scale up or introduce new products & services. The personality of a billionaire: You have to have a thick skin to succeed. The downsides and upsides observed by Martin on starting billionaires: Example of a downside: People they interact with may think that they got the shorter end of a deal. Most of the time, this sparks the altercation between the parties – i.e. the individual getting sued. Upsides: Billionaires give essential contributions to the community. For example, in the restaurant industry, companies are starting to listen to the consumer demand of being provided with healthy options. A lot of companies also are at the forefront of the revolution in technology. BEST MOMENTS "There's this line of huge vision and craziness." “There are unquestionably dislocations when innovation comes along, when there's disruption, ultimately winds up better. it's important not to be cavalier about this to understand the effects of that dislocation towards solutions for those that wind up on the wrong end." "You have to have the incentive of profit to take the risk and do all the work, do all the regulation, construction and competition... and that's the reward." “I think that in many cases, they[billionaires] really feel that it's important for everyone to have the opportunity they have. They appreciate what capitalism has made possible for them. They know that without the education they received, they wouldn't have been able to exploit those opportunities. I think they feel a great sense of injustice that we haven't reached the stage where everyone has the educational opportunity.” VALUABLE RESOURCES How to be a Billionaire: Proven Strategies from the Titans of Wealth by Martin Fridson The Money Podcast with Rob Moore |iTunes |Stitcher|Omny ABOUT THE GUEST Martin Fridson is a Certified Financial Adviser, a financial writer and the author of “How To Be A Billionaire”. According to the New York Times, he is “one of Wall Street's most thoughtful and perceptive analysts”. In 2002, Martin was named the Financial Executive of the Year by the Financial Management Association International. He is also the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. Martin Fridson Official Website Email him at ABOUT THE HOST Rob Moore is the author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor and property educator. Author of global bestseller “Life Leverage” Host of UK's No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob's Facebook Rob's LinkedIn See omnystudio.com/listener for privacy information.

Why settle for aiming to be a millionaire if you could just go for it and set your goal to be a billionaire? In this episode of the Money Podcast, Rob chats with Martin Fridson, a CFA and the author of “How To Be A Billionaire.” Martin's book has been one of the top non-fiction bestsellers and has helped many people on reaching – not just getting near – their goals. Discover today how a billionaire's mindset and personality differ from a millionaire. It's true also that along the way, there will always be challenges, detours, and people who would definitely put your guard down. Learn how the classic and modern billionaires dealt with these so you'll have the basis on how to face such and stay focused on becoming a billionaire. Aside from these, Rob and Martin also talk about Martin's career and his book. When you walk the road to being a billionaire, do you wish to be greedy and capitalistic? Or do you want to be generous and philanthropic? Listen in, so you know how to balance your life, how to give back, and how to live your billionaire life to the fullest. KEY TAKEAWAYS What does a billionaire know that a millionaire doesn't yet know? "Really understanding that it is possible to achieve, that's the most significant difference." You have to be extremely focused if you want to be a billionaire. "What comes first is the focus in business building and enterprise." Greedy and capitalist vs generous and philanthropic. Many billionaires had some issue with their dealings in their business, but once they have turned to philanthropy, they put their eyes on socially-relevant projects. For example, John D Rockefeller helped in a significant project of eradicating the hookworm disease. Three things you need to ready yourself with when you want to become a billionaire: Scale, Timing, and the ability to take rejection. Scale: Deciding on whether to make it to a national or international scale is very essential. To get into a billionaire status, you have to reach certain boundaries. Timing: The rapid growth right now is your cue to start moving to become a billionaire. Know the trends, so you know when's the right time to scale up or introduce new products & services. The personality of a billionaire: You have to have a thick skin to succeed. The downsides and upsides observed by Martin on starting billionaires: Example of a downside: People they interact with may think that they got the shorter end of a deal. Most of the time, this sparks the altercation between the parties – i.e. the individual getting sued. Upsides: Billionaires give essential contributions to the community. For example, in the restaurant industry, companies are starting to listen to the consumer demand of being provided with healthy options. A lot of companies also are at the forefront of the revolution in technology. BEST MOMENTS "There's this line of huge vision and craziness." “There are unquestionably dislocations when innovation comes along, when there's disruption, ultimately winds up better. it's important not to be cavalier about this to understand the effects of that dislocation towards solutions for those that wind up on the wrong end." "You have to have the incentive of profit to take the risk and do all the work, do all the regulation, construction and competition... and that's the reward." “I think that in many cases, they[billionaires] really feel that it's important for everyone to have the opportunity they have. They appreciate what capitalism has made possible for them. They know that without the education they received, they wouldn't have been able to exploit those opportunities. I think they feel a great sense of injustice that we haven't reached the stage where everyone has the educational opportunity.” VALUABLE RESOURCES How to be a Billionaire: Proven Strategies from the Titans of Wealth by Martin Fridson The Money Podcast with Rob Moore |iTunes |Stitcher|Omny ABOUT THE GUEST Martin Fridson is a Certified Financial Adviser, a financial writer and the author of “How To Be A Billionaire”. According to the New York Times, he is “one of Wall Street's most thoughtful and perceptive analysts”. In 2002, Martin was named the Financial Executive of the Year by the Financial Management Association International. He is also the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. Martin Fridson Official Website Email him at ABOUT THE HOST Rob Moore is the author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor and property educator. Author of global bestseller “Life Leverage” Host of UK's No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob's Facebook Rob's LinkedIn See omnystudio.com/listener for privacy information.

Martin Fridson is “perhaps the most well-known figure in the high yield world,” according to Investment Dealers' Digest.  At brokerage firms including Salomon Brothers, Morgan Stanley, and Merrill Lynch, he became known for his innovative work in credit analysis and investment strategy.  For nine consecutive years, he was ranked number one in high yield strategy in the Institutional Investor All America Research Survey. Fridson received his BA cum laude in history from Harvard College and his MBA from Harvard Business School.  He has served as president of the Fixed Income Analysts Society, governor of the CFA Institute, director of the New York Society of Security Analysts, and consultant to the Federal Reserve Board of Governors. The Financial Management Association International named Fridson the Financial Executive of the Year in 2002.  In 2000, he became the youngest person inducted up to that time in the Fixed Income Analysts Society Hall of Fame.  The CFA Society New York bestowed its Ben Graham Award on Fridson in 2017.  A study based on 16 core journals ranked Fridson among the ten most widely published authors in finance in the period 1990-2001.  In 2013, Fridson served as Special Assistant to the Director for Deferred Compensation, Office of Management and the Budget, The City of New York. In 2000, The Green Magazine called Fridson's Financial Statement Analysis “one of the most useful investment books ever.”  The Boston Globe said his 2006 book, Unwarranted Intrusions: The Case Against Government Intervention in the Marketplace, should be short-listed for best business book of the decade. Fridson's commentary on economics and financial markets can be found at www.forbes.com. Show Highlights: Be open to suggestions. -Martin FridsonBusiness decisions are a combination of head and heart. -Dan MooreThink about your brand–what you represent and what value you bring in or out of your company. Building up your brand is the most powerful thing you can do for yourself. -Martin FridsonLook at [your situation] as a problem to be solved, that's the right mindset to be in. -Martin FridsonEnlist the help of smarter people. -Martin FridsonThe right people with the right expertise is a form of business school without going to business school. -Dan MooreIn God we trust; all others should pay cash. -Martin FridsonCash doesn't bounce. -Martin Fridson Martin's closing thoughts: Stay confident in what you do know. Don't sell yourself short. Having the courage in your convictions is the most important fact. No matter what side you're going up against, you can get them on the right side if you stick to your guns. The Action Catalyst is a weekly podcast hosted by Dan Moore, President of Southwestern Advantage, the oldest direct-sales company in America, and Partner with Southwestern Consulting. With more than 45 years in sales leadership and marketing management, Dan has a wealth of knowledge to share on how to make better use of time to achieve life, sales, and other business goals. Each week, he interviews some of the nation's top thought leaders and experts, sharing meaningful tips and advice. Subscribe on iTunes and please leave a rating and review!

Canadian oil is sinking to below any real value, and foreign investors are staying away. Our guest is Grant Fagerheim, President/CEO Whitecap Resources Inc. Calgary, has Over 30 years of diverse experience in both the upstream and downstream areas of the oil and gas business. Prior to founding Whitecap Resources Inc in 2008, Fagerheim was President and Chief Executive Officer and a Director of Cadence Energy Inc, a public oil and gas company. He says "if the people of Canada think for one moment that we can only have Canadian investors and hope to drive any type of business going forward, they are absolutely, massively mistaken." Guest: Grant Fagerheim. President/CEO Whitecap Resources Inc. Calgary, over 30 years of diverse experience in both the upstream and downstream areas of the oil and gas business - U.S. tax reform is leaving Canadian competitiveness in the dust. A world class group of experts has been assembled by the University Of Calgary School of Public Policy, to discuss the federal fiscal update and the danger that Canada is in. Professor Jack Mintz, one of Canada's most respected economists, elaborates. Subscribe to the Roy Green Show Podcast for full podcasts and more bonus interviews. You can find it wherever you catch your favourite shows, like Apple Podcasts, Spotify, Google Podcasts and more. Guest: Professor Jack Mintz, President's Fellow with The School of Public Policy, Economist See omnystudio.com/listener for privacy information.

The Roy Green Show Podcast Canadian oil is sinking to below any real value, and foreign investors are staying away. Our guest is Grant Fagerheim, President/CEO Whitecap Resources Inc. Calgary, has Over 30 years of diverse experience in both the upstream and downstream areas of the oil and gas business. Prior to founding Whitecap Resources Inc in 2008, Fagerheim was President and Chief Executive Officer and a Director of Cadence Energy Inc, a public oil and gas company. He says "if the people of Canada think for one moment that we can only have Canadian investors and hope to drive any type of business going forward, they are absolutely, massively mistaken." In his fiscal update federal Minister of Finance Bill Morneau has committed roughly $600 million in tax credits and incentives over five years for Canadian media organizations facing significant financial challenges. Is this move protecting media availability or is it an attempt to buy favourable coverage for Justin Trudeau's government heading toward the federal election? Roy has assembled a panel of media and political experts to debate and discuss the pros and the cons. Back-to-Work legislation passed the house of commons early this morning. Today the Senate will debate it before ratifying, and the Labour and the NDP are adamantly opposed. How much damage will this do to Truduea's relationship with unions? The clerk Craig James and Sargent-at-Arms Gary Lenz were arrested and perp-walked out of the B.C. Legislature. They are now the subjects of an RCMP investigation. What do we know about this strange turn of events, and what lies ahead for these two?              British Columbia's homicide rate was up 32 per cent according to StatsCan, making it the province's highest rate since 2009. B.C.'s highest numbers were in Metro Vancouver, with 52 homicide victims in 2017.  Curtis Robinson is now the Chair of Barwatch in Vancouver, the self-regulated association of bars, nightclubs and restaurants which have been pushing back against the gang members who previously frequented their establishments. Sheri Arsenault who attended the parole hearing for the individual who killed her son Bradley and Bradley's two friends while driving drunk and at over 200kmh has questions about the parole process and will ask our guest those questions. Scott Newark, former Alberta Crown Attorney, answers these questions. Guests: Grant Fagerheim.  President/CEO Whitecap Resources Inc. Calgary, over 30 years of diverse experience in both the upstream and downstream areas of the oil and gas business The Panel on Media Kathryn Stewart, Executive producer, talk radio, with the Corus radio network.                Maddie di Muccio. Former council member, Newmarket, Ontario and former Toronto Sun columnist.                 Dan McTeague. chief petroleum analyst at GasBuddy .com,  former Liberal MP for 18 years Hassan Yussuf, President of the Canadian Labour Congress Mike Smyth, Political columnist with The Province, and host at CKNW Global News Radio Curtis Robinson. Fmr VPD Sgt.  Now chair of Barwatch in Vancouver. Scott Newark, Former Alberta prosecutor, senior policy analyst for a federal Minister of Public Safety and executive director of the Canadian Police Association. Sheri Arsenault See omnystudio.com/listener for privacy information.

Canadian oil is sinking to below any real value, and foreign investors are staying away. Our guest is Grant Fagerheim, President/CEO Whitecap Resources Inc. Calgary, has Over 30 years of diverse experience in both the upstream and downstream areas of the oil and gas business. Prior to founding Whitecap Resources Inc in 2008, Fagerheim was President and Chief Executive Officer and a Director of Cadence Energy Inc, a public oil and gas company. He says "if the people of Canada think for one moment that we can only have Canadian investors and hope to drive any type of business going forward, they are absolutely, massively mistaken." Subscribe to the Roy Green Show Podcast wherever you find your favourite shows – including Apple Podcasts, Google Podcasts, Spotify or Stitcher – and never miss another fascinating story. Guest: Grant Fagerheim, President/CEO Whitecap Resources Inc. Calgary, over 30 years of diverse experience in both the upstream and downstream areas of the oil and gas business See omnystudio.com/listener for privacy information.

Raana Zia is a corporate finance executive turned spiritual, self-help author. She has spent her career holding executive level leadership roles in large Fortune 500 retail companies. Her realizations and personal experiences compelled her to write the book, "Your Hidden Light: A Personal Guide to Creating Your Desired Life," in order to share with others what she believes is the most direct and efficient path to achieving your desires and living a life of happiness, continued growth, and fulfillment.

While the work of the pioneering and hardworking women who came before us has done so much for the women in business today, there is still a great deal of work to be done. It is incumbent upon us all to speak up and continue to make a difference in our own places of work and advance the cause of all women in the workplace. That is why today we are focusing on investment and gender equality in the workplace. Helping us tackle the cause for women’s equality in the workplace is the unshakeable Martine Liautaud.   Martine is one of the first ever female investment bankers in France. She is the Founder and President of the Women Initiative Foundation (WIF), and an international Financial Executive and Entrepreneur. Martine has been incredibly active advocating for and mentoring women in the business world, and her book, Breaking Through: Stories and Best Practices From Companies That Help Women Succeed, has reached an even wider audience of women around the world who have benefited from her mentorship.   Learn just how Martine is helping women find courage and confidence in the workplace. Stay tuned as Martine explains the importance of everyone getting involved in the fight, men, women, and even your CEO! Martine shares her own journey as a pioneer of women in investment banking in France and how her foundation (WIF) is doing work across the globe today.   In This Episode Martine’s Career Inequality in the Workplace Martine’s Book Martine’s Studies on Gender Equality Dealing With Discrimination in the Workplace   Quotes in This Episode   “From the beginning of my career, I wanted to be an investment banker.” —Martine Liautaud“I became a commercial banker, and because I was a woman no one gave me customers.” —Martine Liautaud“It’s really important that men and women are mentors.” —Martine Liautaud   “Women are 50% of the population and 50% of the customers, so we cannot stay only with men at the top level. I think diversity is a richness.” —Martine Liautaud   “I don’t expect that you will have U.S. regulation on [family policy] I think it will be in fact the responsibility of the companies to develop that, to help women to have more flexibility in their work...” —Martine Liautaud   “For the companies, it is important to include men in the gender equality policies and the mentoring programs. But for that, we need to have strong support from the CEO.” —Martine Liautaud   Resources   Martine’s Twitter WIF’s Twitter The WIF Website Martine’s Book

Learning the process of starting a business is incredibly important for entrepreneurs. While most people think that it's sheer luck and randomness, the successful business owners learn from those who have already done it. In this interview, Dr. Lewis Kilbourne, CFO of 5 different publicly traded companies, shares his origin story of becoming a financial executive officer. Dr. Kilbourne went to college out of high school and flunked out. He didn't know what to do so he went into the military. His time in the military taught him discipline and important skills that have helped him to be the businessman he is. But it also helped motivate him to be in a position to never have to jump out of planes or be shot at ever again. When he came out, he was ready to go back to school and because he was a veteran he was accepted again. An administrator and family friend told him he had to get all A's and B's so he never got a B. From there, he continued in school and went on to get his PhD. He was then able to become an executive in several major business across the United States. From there, he was bit by the entrepreneurial spirit. He wanted to create something. He found the best investors he could find and hired the best people to be on his team. They have worked together to great things. Right after he sold his company, he had a massive heart attack and this caused him to evaluate life and walk away from some of the stress. Even though he was very successful, the time away from home cost him so much and we have to consider the cost when we spend so much time away from family to create a business. By focusing on acts of service and helping others, we can all achieve our dreams through whichever vehicle we decide to pursue them through. You can learn more about turning your dreams into reality by watching more interviews at projectegg.co ! View The Blog Post ► https://projectegg.co/financial-executive-officer-on-starting-a-business/ ________________________________________________________________________________________________________________________________________ Connect with Bucky: LinkedIn -- https://www.linkedin.com/in/lbk2009 LSU Faculty Page -- https://business.lsu.edu/Finance/Pages/FacultyMember.aspx?UN=bkilbourne ________________________________________________________________________________________________________________________________________ The Project EGG Show, hosted by Ben Gothard, is a deep-dive into the lives of entrepreneurs from across the globe. Each episode is another interview, where the guest shares his or her story of getting into entrepreneurship and maneuvering through the business landscape. By following their blueprints to success, you too can achieve the goals that you set out for yourself and turn your dreams into reality through entrepreneurship. Watch More Of The Project EGG Show ► projectegg.co/ About The Project EGG Show: The Project EGG Show is a video talk show that introduces you to entrepreneurs from around the world. It is broadcast from studios in Metairie, Louisiana to online platforms including YouTube, iTunes, Google Play, Spotify and Stitcher, and hosted by Ben Gothard. Our goal is to give you a fresh, unscripted and unedited look into the lives of real entrepreneurs from around the globe. From billionaires to New York Times best selling authors to Emmy Award winners to Forbes 30 Under 30 recipients to TEDx speakers – we present their real stories – uncensored and uncut. Subscribe To The Show: https://projectegg.co/podcast/ Get Access To: 1. Resources: https://projectegg.co/resources/ 2. Financing Solutions: https://projectegg.co/epoch/ 3. Payment Solutions: https://projectegg.co/sempr/ 4. Services: https://projectegg.co/resources#services 5. Courses: https://projectegg.co/resources#courses 6. Software: https://projectegg.co/resources#software 7. Book: https://projectegg.co/resources#books --- Support this podcast: https://anchor.fm/projectegg/support

Hurricane Harvey, which struck Texas and parts of Louisiana last week, has dumped nearly 19 trillion gallons of water and damaged or destroyed over 100,000 homes. The storm has impacted people from all walks of life, including several members of Financial Executives International's Houston Chapter. We spoke with Josh Tabin, a member of FEI Houston and Chair of its Young Leaders program to discuss the personal toll the storm has taken and how he will use his skills as a financial executive to rebuild for the future. Special Guest: Josh Tabin.

Discover why member business services are the most leverageable thing a credit union can do to improve their performance. Jim Devine is founder, chairman and CEO of Hipereon Inc.

Parents beware that student loan debt is now higher than credit card debt in America. Start with a plan for your child early and make sure that everyone understands the goal...avoiding student loans!  Here’s an idea. Instead of buying toys and gifts, contribute to the higher education savings account.  In this episode Financial Executive from Trilogy Financial Services Daniel Lungu gives great tips for parents and their kids alike to help avoid the crushing results of high student loan debt.  Also in studio with Daniel and Dino is Shelley, a real life example of the student loan crisis. Here’s just a few examples of what you’ll hear: Teach your children to work for compensation from a young age. Teach your children about saving. Consider community college for the first two years. Find out everything you can about grants and scholarships. Know what you want to do as a career before you enroll. Understand what to expect from college. Credit Cards Interest Rates Treat your education like a job. Federal Loans vs. Private Loans Getting a job in the professional world. For past shows and to learn more about the God's Men of Influence community, check us out atwww.godsmenofinfluence.org Join us on Facebook for our daily devotionals and updates and please like our page www.facebook.com/GodsMenOfInfluence   Help us spread the Word and please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

This is the first episode of the Black Life China Podcast. I met with Mr. One Two, an. He has an amazing story from working to become a top financial executive in the U.S. to moving to China and becoming a well known entertainer in southern China. Take a listen and be amazed!

Floyd Smith CEO of Petron Energy II, Inc., the stock symbol is “PEII” the company is in the oil and gas space Jana Cardona Executive Director in W. Tennessee and N. Mississippi for BNI . She is also a professional speaker, referral marketing coach, and trainer. Her passion is helping individuals and companies develop a solid marketing strategy that enables them to do business by referral Richard Soscia Chief Financial Officer; Tax Expert and Author; VP-Finance; Auditor, Management Consultant, Manufacturing Specialist. Entrepreneurial and results-oriented Financial Executive with an extensive history of implementing innovative and cost-effective financial and information-systems practices that strengthen corporate operations within multimillion-dollar environments Cheryl Wheeler veteran Hollywood stuntwoman and Black Belt Hall of Fame kickboxing champion, who throughout her 20-plus years in the film industry