Podcasts about FP

FP Santangelo joins the show to share his insights on the Giants' upcoming season. The conversation covers the team's spring training, with FP highlighting the importance of playing fundamentally sound baseball and the need to balance power and contact in the lineup. He also discusses the team's new manager, Tony Vitello, and the potential impact of players like Bryce Eldridge and Luisa Rise. With the season just around the corner, FP's analysis provides a glimpse into what fans can expect from the Giants this year.See omnystudio.com/listener for privacy information.

FP Santangelo joins the show to share his insights on the Giants' upcoming season. The conversation covers the team's spring training, with FP highlighting the importance of playing fundamentally sound baseball and the need to balance power and contact in the lineup. He also discusses the team's new manager, Tony Vitello, and the potential impact of players like Bryce Eldridge and Luisa Rise. With the season just around the corner, FP's analysis provides a glimpse into what fans can expect from the Giants this year.See omnystudio.com/listener for privacy information.

Marc Mehlman still recalls the moment a senior leader pulled him aside and told him he was “in such a rush” and needed to “enjoy the journey,” he tells us. At the time, Mehlman was part of a leadership program filled with high achievers eager to move quickly into senior roles. Instead, he took a different path—spending nearly a decade moving laterally across FP&A, corporate development, strategy, and operational roles.That deliberate detour became the foundation of his leadership philosophy. By working across divisions and even geographies, Mehlman built a broad understanding of how businesses actually function. Later, when he stepped into operating roles—including leading a roughly $1 billion revenue segment—he began to see a gap. Many finance leaders could explain results, but not the decisions behind them. “They're just numbers,” he tells us, emphasizing that financial outcomes are simply the result of actions taken across the business.Another pivotal moment came when he initially declined an investor relations role. After multiple conversations with senior leadership, he accepted—and discovered the power of communication. There, he learned to tell a consistent story, build credibility, and deliver on expectations quarter after quarter.Today, as CFO, those experiences converge. His early focus on exploration, combined with operational insight and storytelling discipline, shapes how he evaluates decisions, partners across functions, and defines the modern CFO—not as a reporter of results, but as an architect of them.

Are finance teams implementing AI the wrong way? In episode #359, Ben Murray argues that many CFOs and finance leaders are approaching AI backward—focusing too much on prompts and quick wins rather than building the foundational data infrastructure required for meaningful, repeatable insights. Drawing from recent AI webinars and his experience building softwaremetrics.ai, Ben explains why SaaS metrics, retention, and cohort analysis should not rely on AI. Instead, these should be computed through structured, deterministic systems first—then enhanced with AI for deeper analysis and pattern recognition. Resources Mentioned My new metrics engine: https://softwaremetrics.ai/ My SaaSpocalypse post: https://www.thesaascfo.com/the-saaspocalypse-ai-agents-vibe-coding-and-the-changing-economics-of-saas/ What You'll Learn Why prompt-driven AI workflows are not scalable in finance The difference between deterministic systems and AI-driven analysis Why you don't need AI to calculate core SaaS metrics like retention or CAC payback The importance of structured data and clean data pipelines How AI should be layered on top of computed financial data—not raw inputs Why context windows and token usage matter when working with large datasets How AI can uncover insights (like expansion opportunities) that FP&A teams may miss Why It Matters Prompt-based workflows create inconsistency and lack of auditability Without structured data, AI outputs are unreliable and not repeatable Finance teams risk “prompt fatigue” without building scalable systems Deterministic calculations ensure accuracy for critical SaaS metrics and reporting AI delivers the most value when used for analysis—not basic computation Efficient data handling reduces token costs and improves performance

As the war in Iran soon enters its third week, two experts join FP Live for a debate. Were the United States and Israel justified in attacking Iran? And will the war advance U.S. interests in the region, or set them back? Trita Parsi and Matthew Kroenig sit down with executive editor Dan Ephron to discuss. Parsi is the executive vice president at the Quincy Institute, and Kroenig is an FP columnist and a senior director at the Atlantic Council. Trita Parsi: Iran's Despair Is U.S. Policy Matthew Kroenig: The Case for Destroying Iran's Nuclear Program Now Matthew Kroenig: Why a Wider War with Iran Is Unlikely Matthew Kroenig: Trump Made History. Now the Iranian People Can, Too. Michael Hirsh: So This, Finally, Is the ‘Trump Doctrine' John Haltiwanger: The Trump Administration's Iran War Justifications Keep Changing Suzanne Nossel: It's Time to Retire the Pottery Barn Rule Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Run the Numbers, CJ sits down with Mike Wilcox, CFO of Blockchain.com, to unpack the economics of crypto exchanges. They discuss how platforms serve both retail traders and institutional clients, the different ways exchanges generate revenue, and the tension between blockchain's radical transparency and the valuable first-party data exchanges control.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMike: https://www.linkedin.com/in/mike-wilcox-65078a12/https://www.blockchain.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:Here's the trimmed version:0:00 Preview and intro2:12 Tradfi to crypto transition3:49 Blockchain.com origin5:45 CFO as business partner6:01 Finance team backgrounds7:02 Banking relationships8:51 On ramps and off ramps8:51 Retail vs. institutional10:53 Sponsors — Brex | Metronome | RightRev14:09 B2C to B2B motion16:04 Shared infrastructure18:31 Go-to-market differences19:00 Brand equity and low CAC20:06 Education as top-of-funnel21:13 Institutional vs. retail volatility22:37 Exchange vs. brokerage model23:56 How brokerages make money24:06 Sponsors — Rillet | Tabs | Abacum27:31 Setting take rates29:13 Distribution flywheel30:13 Data as a moat31:13 Nigeria market playbook31:44 Crypto balance sheet33:25 Duration matching34:37 Transaction-level risk36:12 Latency arms race37:28 Stablecoins and CFOs38:13 Risk vectors40:01 Annual planning41:51 Lightning round43:00 Finance software stack43:31 Advice to younger self44:09 Credits

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Jeff Greenfield, an entrepreneur, advisor, and founder of Provalytics, a leading attribution and measurement solution. Jeff discusses marketing attribution, the challenges marketers face in proving the impact of their campaigns, and the evolving role of FP&A in understanding marketing spend. He shares his entrepreneurial journey, from building an SEO platform to leading Provalytics in providing marketers with a single source of truth for their efforts.Jeff Greenfield is the co-founder and CEO of Provalytics, a "cookie-less" attribution solution that helps marketers demonstrate the value of upper-funnel channels like CTV, podcasting, and more. Before founding Provalytics, Jeff built and led multiple digital marketing companies, pioneering the use of data-driven approaches to improve marketing performance.Expect to Learn:The challenges marketers face in proving campaign ROI and how to overcome themWhy FP&A professionals should understand marketing's data modelsHow marketers and finance teams can align on data-driven goalsHow to ensure marketing budgets are being spent effectivelyHere are a few relevant quotes from the episode:“A great FP&A relationship is when marketing can demonstrate that their efforts are working and walk away with the budget they need.” – Jeff Greenfield“It's important to understand that marketing is not just about clicks, it's about capturing attention.” – Jeff GreenfieldJeff Greenfield shared valuable insights on the challenges of marketing attribution and how finance teams can collaborate with marketing to ensure efficient budget allocation. He emphasized the importance of understanding marketing data and aligning on a common measurement framework for better decision-making.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Jeff:LinkedIn: https://www.linkedin.com/in/jeffgreenfield/Company: https://provalytics.com/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[02:40] – Jeff's Background[03:33] – What Does Great FP&A Look Like?[08:21] – Measuring Revenue from Podcasts[11:25] – From Chiropractic to Marketing[15:10] – Founding Provalytics: Marketing Attribution[18:48] – The Google Tax in Attribution[29:46] – Why Google Isn't Enough Anymore[37:49] – AI and Podcast ROI[41:07] – Top Technical Skill for FP&A[48:00] – Last Questions & Final thought

Emily Feinstone is an accounting manager at Eventus Advisory Group and unusually tech-forward in how she works. Emily spends her days building better processes, automating repetitive finance workflows, and making high volume operational data usable. And instead of opting for a  traditional CPA first route after 20 years of experience, she is pursuing a degree in data science: “ I want to be the one that teaches the AI and not the one that is replaced by AI. I want to be the one that knows how to use it the best to my advantage.” Emily also talks about accounting vs FP&A: You don't even see overhead. It's allocated…but you don't know that it took me two, two and a half hours to prepare that entry and another two hours to key it in.” In this episode:  Blurring of lines between data analysts and accountants  The future of the accounting profession in an AI era  Transforming an Excel based invoice and commission process  Keeping raceability and controls + automation  Why I wont trust AI to do my accounting journal entries 

In this episode of Corporate Finance Explained on FinPod, we examine how financial targets shape behavior inside organizations and why targets are never just neutral planning tools. Revenue goals, margin thresholds, return targets, and quarterly quotas may look like objective numbers on a spreadsheet, but in practice they influence hiring, investment, risk-taking, and the day-to-day decisions that define a company's operating culture.This episode breaks down the hidden mechanics behind target design and shows how poorly structured targets can create dangerous incentives. When financial expectations become detached from operational reality, they can drive short-term behavior that harms long-term value. When they are designed well, they create discipline, reinforce capital efficiency, and support sustainable performance over time.In this episode, we cover:

España ha logrado una transformación significativa en la última década al reducir su tasa de abandono escolar prematuro —definido como el porcentaje de jóvenes de 18 a 24 años que no han completado estudios postobligatorios— del 28% en 2010 a un 12% en 2025. Este avance se fundamenta en la revalorización de la Formación Profesional (FP), que ha pasado de ser una opción secundaria a una vía prestigiosa y conectada con el empleo, además de una mayor flexibilidad en los itinerarios educativos y una mejor orientación académica. Sin embargo, la Región de Murcia presenta una situación crítica al liderar las cifras nacionales con un 20,6% de abandono, lo que supone más de 12 puntos por encima de comunidades como el País Vasco. Para revertir esta tendencia, las fuentes sugieren que Murcia debe fortalecer su red de FP, ampliar la oferta de plazas y fomentar una cultura empresarial que apoye decididamente la FP dual, siguiendo modelos donde la educación y el tejido industrial están profundamente integrados para ofrecer un camino sólido a los estudiantes.

CJ sits down with Marshall Hawks, a 20-year veteran of venture lending and author of Venture Debt Deals. They cover the real rules of thumb behind deal sizing, why lenders underwrite likelihood of raising again (not breakout outcomes), how banks and private credit differ, the three real sources of repayment, and how to actually run a venture debt process without blowing your legal budget.---SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjLINKS:Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMarshall: https://www.linkedin.com/in/marshallhawks/Marshall's website: https://www.marshallhawks.comCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comTIMESTAMPS:0:00 Preview and intro3:23 Marshall's background and the book4:47 Venture Deals as inspiration6:30 Companies Marshall has worked with6:49 The venture debt sweet spot8:01 Why venture debt follows equity raises10:55 The 25–40% rule of thumb12:08 AI companies and the limits of the rule13:58 Sponsors — Abacum | Brex | Metronome17:15 How lenders think vs. investors19:12 The three sources of repayment21:37 Venture debt and the AI boom23:52 Banks vs. private credit26:28 Sponsors — RightRev | Rillet | Tabs29:57 Private credit pricing and warrants33:04 Syndicated deals35:04 Legal timelines38:13 Who pays the legal bill?40:06 Why your GC shouldn't quarterback the deal41:30 What forecast to give your lender43:37 Reporting cadence45:57 Bad news should travel fast47:49 The Twitch case study50:19 Are we over our skis in 2026?54:50 Where to get Venture Debt Deals55:09 Credits

In this episode of Run the Numbers, CJ sits down with Superhuman's Head of Analytics Chris Byington. They break down where analytics should sit inside a company, why dashboards often fail, and how the best teams connect metrics, OKRs, and forecasting to real decisions. Chris also explains why “ship goals” can mislead teams and what CEOs and CFOs should expect from a truly decision-driving data function.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNChris: https://www.linkedin.com/in/chris-byington/Superhuman: https://superhuman.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Matt Hudson Episodehttps://youtu.be/_FWGYkzhymQ—TIMESTAMPS:0:00 Preview and intro3:29 Centralized analytics team7:29 Start analytics with problems not tools9:41 Lead with the problem10:14 Align on growth model11:46 Pre-commit to decisions13:14 Sponsors — Tabs | Abacum | Brex16:35 Dashboards need growth context19:10 Where analytics should sit21:18 Pros and cons of analytics in finance23:18 Operations vs revenue org placement24:11 Hub-and-spoke analytics model25:18 What “embedded” actually means26:14 Sponsors — Metronome | RightRev | Rillet29:38 When self-service analytics works32:04 Self-serve pitfalls33:44 Buy vs build BI35:44 Analytics owns metrics38:26 Hero metric example41:41 Outcomes > shipping42:14 Set goals before build43:57 Metrics are outcome proxies46:40 Easy way to say no48:29 Start answers with yes52:17 Proving analytics impact56:19 Credits#RunTheNumbersPodcast

In this episode of Corporate Finance Explained on FinPod, we break down one of the most dramatic and misunderstood areas of corporate strategy: mergers and acquisitions (M&A).Every quarter, headlines celebrate billion-dollar deals as bold strategic wins. CEOs shake hands, stock tickers flash, and press releases promise “transformational synergies.” But beneath the hype lies a far less glamorous reality. Depending on the study, 70–90% of mergers fail to deliver the value they promised.So why do companies keep doing them?In this episode, we unpack the real mechanics behind M&A: the motivations that drive companies to acquire competitors, the financial models used to justify deals, and the hidden risks that often derail integration. From synergies and valuation discipline to culture clashes and operational complexity, we walk through how finance teams evaluate whether a deal creates value or quietly destroys it.We also explore real-world case studies that show both sides of the story. The Disney–Pixar acquisition demonstrates how strategic fit and cultural protection can unlock massive long-term value. Facebook's acquisition of Instagram highlights how identifying network effects early can turn a $1B purchase into one of the most successful deals in tech history. On the other side, we examine the failures of AOL–Time Warner and Sprint–Nextel, where culture conflicts, technology incompatibility, and flawed assumptions erased billions in shareholder value.Along the way, we explain the critical role of finance teams in the M&A process. From stress-testing revenue projections and modeling downside scenarios to evaluating cash vs stock financing and tracking synergy realization after the deal closes, corporate finance professionals are often the last line of defense between disciplined strategy and expensive mistakes.If you work in corporate finance, FP&A, investment banking, or strategy, this episode provides a clear framework for analyzing any merger announcement you see in the news. The key questions aren't about the press release headlines. They're about strategic fit, cultural alignment, integration feasibility, and price discipline.Because in M&A, the biggest skill isn't just knowing when to buy. Sometimes it's knowing when to walk away.

Send a textEpisode # 153: Strategy rarely changes because of a perfect variance report. It changes when someone connects the numbers to what customers feel, what operations can deliver, and which levers will protect margin and growth. We dig into how FP&A analysts and staff accountants can stop just reporting results and start shaping what happens next by diagnosing drivers, partnering across functions, and communicating like executives.We start with a mindset reset: reporting performance is not the same as shaping performance. You will hear practical ways to move from scorekeeper to strategist, including turning variance reports into conversations, using price‑volume‑mix to explain revenue shifts, and running simple scenario and sensitivity analyses If you are ready to think and operate at a higher level, start building the CFO mindset now: keep technical excellence, expand business acumen, and practice clear, decisive storytelling that earns influence. Episode outline:Shift from scorekeeper to strategist,Build credibility by understanding the business beyond finance, andCommunicate like an executive so your analysis actually drives action.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the show

In this episode of Corporate Finance Explained on FinPod, we dive into the invisible number that decides whether growth creates value or destroys it: cost of capital.Headlines love expansion, acquisitions, and moonshot investments, but the real line between “big growth story” and “value trap” is the price of money itself. We unpack WACC (weighted average cost of capital), why it acts like a company's strategic “gravity,” and how it becomes the hurdle rate every project must clear. If returns don't beat that hurdle, the business can show accounting profit while quietly eroding shareholder value through negative EVA (economic value added).You'll hear how cost of capital is shaped by debt vs equity, the tax shield on interest, and why cost of equity is a real opportunity cost even if there's no monthly “invoice” for shareholders. We connect the mechanics to the real world with clear case studies: PepsiCo as a blueprint for disciplined capital structure and stable, low WACC that creates strategic flexibility; Microsoft as the fortress balance sheet that can fund long-duration AI bets because the discount rate doesn't crush future cash flows; and AMC as the cautionary tale of what happens when trust breaks, leverage rises, volatility spikes, and the company slips into a capital “death spiral.”We also get practical about how finance teams can mis-model WACC by “nudging” assumptions to approve pet projects, and why markets eventually punish that behavior through lower ROIC and a higher required return. The deeper takeaway is simple but ruthless: cost of capital is a metric of trust. When investors trust your cash flows and strategy, capital gets cheaper and your strategic time horizon expands. When trust disappears, the math tightens, options vanish, and management shifts from playing to win to playing to survive.If you're in FP&A, corporate strategy, valuation, or investing, this episode will change how you evaluate growth. Instead of asking “How fast are they expanding?” you'll start asking the question that actually matters: Are they earning more than their cost of capital?

In this episode, host Alex Rawlings welcomes James Carver, a seasoned CFO with two private equity-backed exits under his belt. James shares his unique journey from the trading desk to executive leadership, and unpacks valuable lessons from navigating complex M&A deals, ESOP sales, and private equity integrations.⏱️ Episode Highlights00:00 – Intro & Background James shares his career path from stock analysis to FP&A and investment banking before stepping into CFO roles.05:22 – Transition to Corporate Finance & First Exit How James helped scale a medical distributor from $30M to $65M, leading to a PE-backed strategic sale.08:47 – Second Exit in Charlotte Turning around a struggling portfolio company and leading it through a successful 2024 exit.09:51 – Common CFO Hiring Mistakes in PE The importance of SOPs, process infrastructure, and cross-functional alignment.12:13 – Strategic Focus: Quote-to-Cash & Customer Experience Mapping key processes to maximize customer lifetime value and ROI.13:35 – Value Creation Before Exit Driving growth through territory expansion, sales team optimization, inventory efficiency, and acquisitions.17:26 – Exit Lessons Why having no advisor in his first sale was a challenge—and how having one in the second made a big difference.21:17 – Acquiring Smaller Businesses James' playbook for building trust with founders, being transparent, and respecting their culture post-acquisition.25:37 – Final Advice Embrace best practices from acquired companies—don't force your way if theirs is better.26:32 – Resources James recommends the Wall Street Journal and CNBC to stay sharp on market trends.27:28 – Contact

In this episode of Run the Numbers, CJ breaks down the 5,000-year history of marketplaces—from Mesopotamia to Amazon—and the economics behind take rates, trust layers, and vertical unbundling. We unpack Airbnb's fee backlash, Facebook Marketplace's hidden value, why inventory kills platforms, and how AI will reshape discovery—without eliminating the middleman.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comSlacker Stuff: https://www.slackerstuff.com/Ben: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:The Mindshare Advantage Marketplace Success With Boris Wertz of Version One Ventureshttps://youtu.be/kN61sAxw_ykThe Marketplace Plus Model Explained | Colin Gardiner of Yonder VChttps://youtu.be/VIWFVwCfyLEA CFO Explains the History of EBITDAhttps://youtu.be/JySZv_fSNqs—TIMESTAMPS:0:00 Preview1:34 Marketplace Origins2:48 The Digital Shift5:55 Unbundling of Craigslist9:56 Sponsors — Rillet | Tabs | Abacum13:21 Smart Phone Revolution17:33 Take Rate Calculations21:08 When the Marketplace Crosses the Line24:49 Sponsors — Brex | Metronome | RightRev28:09 When Fees Become Friction30:37 The Marketplace Plus Model33:26 The $100B Flea Market36:14 The Inventory Trap40:07 The Disintermediation Problem42:35 Convenience Beats Inspection45:09 AI Compresses the Marketplace47:56 You Can't Cut Out the Middleman50:03 Credits#RunTheNumbersPodcast #Marketplaces #PlatformEconomy #Middleman #TechStrategy

Антон Міхненко, військовий експерт, на Radio NV про найбільшу повітряну операцію за участю ізраїльських та американських винищувачів – атаку на Іран, про дрони, які США вперше застосували проти ворога, як спецоперація на Близькому Сході вплине на озброєння України, а також про випробування балістичної ракети FP-7.Ведуча – Інна Марецька

Геннадій Хазан, президент Української авіаційної асоціації пілотів та власників літаків «АОПА Україна», український авіатор, на Radio NV про нові удари ракет Фламінго по РФ, використання нашої авіації для знищення ворожих наземних цілей, а також перспективи розвитку й використання наших балістичних ракет FP-7.Ведуча – Юлія Петрова

Денис Попович, військовий оглядач, на Radio NV про вплив ударів по Ірану на війну в Україні та реакцію РФ на цю операцію, про зброю від Fire Point, зокрема нову балістичну ракету FP-7, а також про ситуацію на фронті та мобілізацію в Росії. Ведучий – Олег Білецький

Wir sprechen mit Süleyman Zorba. Er ist Abgeordneter zum Nationalrat und Sprecher für Digitalisierung und Netzpolitik der Grünen.Wir unternhalten uns über die Drittelbeschwerde (Antrag gemäß Art 140 Abs 1 Z 2 B-VG), die Abgeordnete der Grünen und der FPÖ beim VfGH gegen die Bestimmungen des Staatsschutz- undNachrichtendienst-Gesetzes (SNG) hinsichtlich der so genannten Messenger-Überwachung eingebracht haben.Das Gespräch wurde am 16. 02. 2026 geführt.Links:https://www.parlament.gv.at/person/5681?selectedtab=BIOhttps://orf.at/stories/3417756/https://www.derstandard.at/story/3000000305037/fpoe-und-gruene-gehen-mit-verfassungsbeschwerde-gegen-messenger-ueberwachung-vorhttps://www.parlament.gv.at/aktuelles/news/Nationalrat-Messenger-Ueberwachung-sorgt-weiter-fuer-Aufregung

Welche Rolle Egisto Ott und sein Umfeld in der BVT-Affäre gespielt haben sollen, wie Ott im BVT-U-Ausschuss in engem Kontakt mit der FPÖ stand und warum der Ex-BVT-Beamte nun juristisch gegen Kritikerinnen und Kritiker vorgeht. Recherche und Moderation: Stefan Melichar und Max Miller   Intro und Produktion: Franziska Schwarz Sprecher: Louis Nostitz   Der profil-Podcast bei Apple Podcasts, bei Spotify und allen weiteren Plattformen. Wenn Sie jeden Tag mit einem Informationsvorsprung starten wollen, abonnieren Sie unseren Morgenpost-Newsletter! Die Recherchen zu Egisto Ott zum Nachlesen.

CJ sits down with Mike Jung, Co-Founder and Managing Partner of Founders Circle Capital. They unpack the rise of structured liquidity, how secondaries went mainstream, and what CFOs should know before running a tender. Mike shares lessons from the dot-com era, AI's “super cycle,” and what separates durable growth companies from hype.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMike: https://www.linkedin.com/in/mikjunghttps://www.founderscircle.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/https://www.mostlymetrics.com—TIMESTAMPS:1:08 Founder Circle origin3:15 The founder liquidity insight5:16 Staying private longer problem6:04 Secondary market control vs chaos8:44 Secondaries over IPOs10:12 Liquidity keeps VC alive11:27 Ask Jeeves dot-com lesson12:26 $190 to $1 + AMT reality13:10 Sponsors — RightRev | Rillet | Tabs16:39 Private share opacity risk20:25 Founder + employee liquidity playbooks21:55 Early investors need liquidity too22:31 Cap table math actually matters24:17 SPV fee stacking insanity25:37 Sponsors — Abacum | Brex | Metronome28:54 Tender offer guardrails30:09 Minimum vs maximum liquidity balance33:01 Growth stage sweet spot + IPO bar rising34:17 AI Cambrian explosion34:58 Buying fear vs buying hype36:29 AI growth sustainability37:19 Founder-led advantage + product velocity38:47 TAM is created, not measured41:06 Anti-portfolio lessons43:01 What is a supercycle44:34 Do supercycles end in crashes?46:16 AI's unprecedented adoption curve48:31 Community as a moat52:50 Earning the right to be on the cap table

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder are joined by HR leaders Cynthia Kenny and Deborah Hill to discuss the important partnership between HR and FP&A. They explore how aligning goals across departments can drive organizational success, share personal stories about career development, and highlight the importance of trust and collaboration.Cynthia Kenny is a CHRO and C-suite partner with over 30 years of experience in human resources, focusing on change management and organizational transformation. Deborah Hill is an HR leader with over 10 years of experience leading HR teams in tech-focused and tech-enabled companies. She specializes in building culture and driving talent initiatives, and has managed businesses with revenues ranging from $400M to $5B.Expect to Learn:How HR and FP&A can partner to drive organizational successThe importance of aligning company, team, and individual goalsBest practices for goal-setting and performance managementWhy flexibility is important when managing goals throughout the yearHow to build trust and collaboration between HR and FP&AHere are a few relevant quotes from the episode:“Great FP&A is about turning financial data into actionable insights for business leaders.” - Deborah Hill“Real success happens when HR and FP&A work together, understanding each other's worlds and creating synergy.” - Cynthia KennyCynthia Kenny and Deborah Hill provided valuable insights on the critical partnership between HR and FP&A, emphasizing the importance of aligning goals across departments to drive organizational success. They discussed how clear, actionable goals can lead to better decision-making, stronger collaboration, and improved business outcomes.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Deborah:LinkedIn: https://www.linkedin.com/in/deborah-hill-8a24771/Company: https://www.linkedin.com/company/american-tire-distributors/Follow Cynthia:LinkedIn: https://www.linkedin.com/in/cynthiakennymaccp/Company:

Didi spent five years building a product that no one really wanted. He raised $10 million, tried endless pivots, and was known as the "black sheep" of his investors' portfolio. Then, with his back against the wall, he made one final bet on a boring, unsexy market: FP&A for Excel users.In this episode, Didi breaks down how that final pivot turned into a rocket ship. He reveals why he sold cheap monthly contracts to prove demand, how he used his kids to automate LinkedIn outreach, and why targeting the market everyone else ignores (Excel lovers) was the key to unlocking massive growth.Why You Should ListenHow to survive 5 years of wandering before finding PMF.Why he sold $790/month contracts to validate a pivot.How to scale from $0 to $20M ARR with 100% outbound sales.Keywordsstartup podcast, startup podcast for founders, product market fit, finding pmf, pivot, B2B sales, outbound sales strategy, FP&A software, excel automation, Didi Gurfinkel00:00:00 Intro00:02:42 The First 5 Years of Wandering00:11:39 Being the "Black Sheep" of the Portfolio00:14:12 Identifying the FP&A Opportunity00:20:55 The Pivot: Selling $790/Month Contracts00:30:30 Scaling from $1M to $20M with Outbound00:33:18 Why the Mid-Market is Wide Open00:34:22 The Moment of True Product Market FitSend me a message to let me know what you think!

Forecasting is supposed to be the corporate crystal ball. In reality, it's the nervous system of the organization, and it's almost always wrong.In this episode of Corporate Finance Explained, we break down why even the most sophisticated companies, with PhDs, AI, and expensive ERP systems, still miss their forecasts and how those misses can cascade into hiring mistakes, inventory blowups, margin compression, and credibility loss with investors. The problem isn't the spreadsheet. It's the humans behind it: incentives, internal politics, and cognitive bias.We unpack the two forces that quietly sabotage forecasts inside most organizations: sandbagging (teams deflating targets to protect bonuses) and the optimism trap (leaders inflating projections to win budget and headcount). Then we go deeper into the psychology, including anchoring and overconfidence, and why “torturing the model until it hits the number” is a fast track to bad decisions.You'll also hear a real-world contrast between Target and Walmart in the post-pandemic cycle, and how forecasting failures often stem from using lagging indicators, misreading demand normalization, and locking into static annual plans. From there, we explore what top finance teams do differently: rolling forecasts, driver-based forecasting, and tighter model governance that reduces Excel risk and keeps base case vs stretch case separate.Finally, we cover the most overlooked forecasting skill: communicating uncertainty. Leaders don't need false precision. They need a credible range, clear drivers, and a story that explains what changed, why it changed, and what to do next.If you work in FP&A, corporate finance, budgeting, planning, or financial modeling, this is your deep dive into how forecasting actually works in the real world and how the best teams stay agile when the future refuses to cooperate.

Benita Ferrero-Waldner war Außenministerin in schwierigen Zeiten: Als ihre ÖVP 2000 eine Koalition mit der rechtspopulistischen FPÖ einging, ging die EU auf Distanz zum Mitgliedstaat Österreich - harte Lehrjahre für die leidenschaftliche Diplomatin. Michaelsen, Katrin www.deutschlandfunk.de, Zeitzeugen im Gespräch

1322. El Concurso de Podcast Escolar RNE 2026 llega, como cada año por estas fechas, que personalmente me gusta traer a este lado del micrófono. La VI edición de este concurso de podcast escolar organizado por RNE en colaboración con Elocuencias. Confieso algo: pensaba que había hablado de todas las ediciones anteriores en el podcast, pero me he ido a mis propios archivos (bendita web que me hace de fonoteca) y he descubierto que me salté la cuarta y la quinta. Así que hoy toca ponerle remedio y repasar bien qué nos trae esta convocatoria que ya está abierta desde el 13 de febrero y que cerrará el 17 de abril de 2026. Estamos hablando de una iniciativa que nació en 2021 con el objetivo de acercar la radio y el podcast a los más jóvenes, estimular su creatividad y fomentar el trabajo en equipo. De hecho, fue galardonada con un Premio Ondas como mejor idea radiofónica. El concurso está dirigido a centros educativos de toda España, tanto públicos como concertados o privados, y se organiza en cuatro categorías que abarcan desde 1º de primaria hasta 2º de bachillerato y FP. La dinámica es clara: presentar un podcast en castellano de hasta cinco minutos, elaborado en equipo. Puede ser informativo, ficción sonora, documental, reportaje… real o inventado. Lo importante, y esto lo recalcan mucho en las bases, es que el guion sea original y que profesores y alumnos se lo pasen bien grabando, igual que los oyentes escuchándolo. En cuanto a los premios, cada categoría tendrá su trofeo, un año de acceso gratuito a la plataforma Elocuencias, la invitación a una gala o programa de RNE y, como novedad este año, una Master Class impartida por un profesional de RNE junto con una visita a los estudios del Centro Territorial correspondiente. Eso sí, hay que leerse bien las bases: entrega del guion junto al audio, registro previo en Elocuencias, aceptación formal por email, autorizaciones legales de los menores y cesión de derechos para su difusión en los canales de RTVE. Todo gratuito y accesible, pero como no, con responsabilidad por parte del centro. Si algún colegio necesita ayuda para enfocar el proyecto, estructurar el guion o mejorar la calidad de audio (que es un requisito indispensable) yo encantado, podéis contactarme a través del correo jorgemarin@eove.es. No sería la primera vez.Y, como siempre, os dejo todos los enlaces sobre el concurso:RNE abre la VI edición del Concurso de Podcast escolarhttps://www.rtve.es/rtve/20260213/rne-abre-vi-edicion-del-concurso-podcast-escolar/16936623.shtmlBases del VI Concurso de Podcast escolarhttps://www.rtve.es/contenidos/comunicacion/bases_concurso_podcast_vi_edicion.pdf_____________Consigue tu entrada para el directo de 'Contando Kilómetros Podcast' el 28 de marzo en las Podnights Madrid a través de Eventbritehttps://www.eventbrite.es/e/1980175107050?aff=oddtdtcreator_____________ ¡Gracias por pasarte 'Al otro lado del micrófono' un día más para seguir aprendiendo sobre podcasting! Si quieres descubrir cómo puedes unirte a la comunidad o a los diferentes canales donde está presente este podcast, te invito a visitar https://alotroladodelmicrofono.com/unete Además, puedes apoyar el proyecto mediante un pequeño impulso mensual, desde un granito de café mensual hasta un brunch digital. Descubre las diferentes opciones entrando en: https://alotroladodelmicrofono.com/cafe. También puedes apoyar el proyecto a través de tus compras en Amazon mediante mi enlace de afiliados https://alotroladodelmicrofono.com/amazon La voz que puedes escuchar en la intro del podcast es de Juan Navarro Torelló (PoniendoVoces) y el diseño visual es de Antonio Poveda. La dirección, grabación y locución corre a cargo de Jorge Marín. La sintonía que puedes escuchar en cada capítulo ha sido creada por Jason Show y se titula: 2 Above Zero.  'Al otro lado del micrófono' es una creación de EOVE Productora.

In this episode of Planning Aces, CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO Razzak Jallow of FloQast share how disciplined FP&A leadership is shaping AI adoption. Rubin frames AI as a capital allocation exercise governed centrally to prevent tool sprawl. Schuman stresses foundational readiness—data governance, ERP consolidation, and process redesign—before deploying AI-driven forecasting. Jallow cautions against fragmented “spaghetti AI,” advocating for platform coherence and skill development. Together, they reveal that AI success in FP&A depends less on speed and more on governance, architecture, and trust in the planning process.

In episode #356, Ben shares the results from the FP&A category of his 7th Annual SaaS Tech Stack Survey, highlighting the top financial planning and analysis solutions used in software companies today. With 37 FP&A solutions named in the survey, this remains one of the most competitive and fast-moving segments in the back-office tech stack. While spreadsheets still dominate usage—by a wide margin—dedicated FP&A platforms are gaining traction, especially as companies scale past $10M+ ARR and investor reporting requirements increase. Ben also compares this year's results to prior years and explains how FP&A tool adoption shifts by ARR size. Resources Mentioned 7th Annual SaaS Tech Stack Survey: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/ What You'll Learn The most widely used FP&A solutions in SaaS and AI companies Why spreadsheets still dominate financial modeling workflows Which platforms are gaining momentum (Drivetrain, Mosaic, Aleph, Pigment, Planful, and others) How FP&A adoption changes as companies scale beyond $10M ARR Why enterprise-grade tools like Workday appear in larger organizations How funding and competition are reshaping the FP&A software landscape Why It Matters FP&A systems power your forecasting, budgeting, and board reporting Spreadsheet-based processes eventually break as complexity increases As ARR grows, investors expect more sophisticated financial modeling and analytics Selecting the right FP&A tool impacts forecasting accuracy, KPI visibility, and strategic planning Understanding market adoption trends helps founders and CFOs benchmark their financial systems

In this episode of CFI's Member Spotlight, we sit down with Alex Murray, a UK-based financial analyst whose path into finance started far outside the typical “cookie-cutter” route. This conversation traces how Alex moved from studying History (with a deep interest in the Renaissance and the evolution of double-entry bookkeeping) to building a career in finance through curiosity, disciplined self-learning, and strong mentorship.Alex shares how early exposure to banking through his family sparked his interest, why studying history sharpened his thinking about economic cycles, and how he translated that mindset into real-world finance work. We also dig into his hands-on experience in ESG and impact investing, his transition into a full-time role, and what surprised him most about finance once he was inside the function: the shift from reporting numbers to using them to drive decisions.You'll hear how Alex uses CFI training in his day-to-day workflow, what changed after completing the FMVA, and why he's now focused on building a long-term career in FP&A and strategic finance. The conversation also touches on the modern toolkit for analysts, including Power Query, Power BI, dashboards, and AI tools used for analysis and structured thinking.This Member Spotlight is for anyone early in their finance career (or considering a pivot) who wants a realistic look at how strong fundamentals, better questions, and practical training compound over time.Learn more about CFI's programs and certifications, including FMVA and FP&A training, and explore how thousands of professionals are building job-ready finance skills with Corporate Finance Institute.

In this episode of Run the Numbers, CJ sits down with Mateo Bryant, CFO of Minted. They break down Minted's life-event flywheel and decades-long LTV, managing extreme seasonality when half the year happens in one month, and balancing long-term CAC with short-term monetization. Mateo also shares lessons from scaling Uber and Amazon globally, localization missteps, and making marketplaces work in emerging markets.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMateo: https://www.linkedin.com/in/bryantmatt/Minted: https://www.minted.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Peter Oey, CFO of Grab:https://youtu.be/tdq0AZO0dLU—TIMESTAMPS:00:00 Intro03:16 Fixer to CFO05:32 Mexico City Startups09:00 Minted Flywheel10:24 LTV Expansion11:04 Entry Points12:18 CAC and Cohorts13:42 Sponsors: Metronome | RightRev | Rillet17:06 Wedding Lifecycle19:49 Holiday Forecasting22:23 Retail Calendar24:03 Cash Flow Swings25:05 Marketing Over Sales26:06 Email Limits27:41 Sponsors: Tabs | Abacum | Brex31:02 Retail Strategy35:08 Global Experience40:47 Uber Cash Economics46:04 Cost of Not Localizing50:19 Importer of Record53:17 No Google Lesson55:34 QBR Mistake56:48 High Leverage Hours59:03 Finance Stack59:50 Seven Day Cruise Expense#RunTheNumbersPodcast #MarketplaceStrategy #EcommerceFinance #GigEconomy #CFOInsights

The history-making USA Hockey won golds (and millions of fans in the process) at Milan's Olympic Games. But behind the on-ice glory is a $75 million organization with a finance function as disciplined as its players. Kelly Mahncke , CFO of USA Hockey, joins Glenn Hopper and FP&A Today to pull back the curtain on what it takes to fund the gold-winning national hockey program — with business interests from memberships and sponsorships to restaurants and insurance. Kelly traces her own journey from center ice to chasing the bottom line, explaining how a hockey career shaped her instincts as a finance leader. She walks us through four-year "quad budgets" and the typical annual cycle, and what it took to weather COVID's financial shock, from cash management to the logistical nightmare of paused travel programs. She also gets into the digital transformation underway at USA Hockey. And why she believes curiosity is the defining trait of great FP&A professionals. Catch this fascinating look at finance leadership — at the peak of Hockey USA's Olympic moment.

2026-02-22 | UPDATES #138 | Massive blow for Russia — the Votkinsk strike.A bold, deep-strike into the heart of Russia's missile industry — Ukraine has hit the Votkinsk Machine Building Plant. It's a long-range, high-value operation that — if confirmed — could blunt Moscow's ability to replenish ballistic and cruise missiles.On the night of 20–21 February 2026 — Ukrainian forces say they struck the JSC Votkinsk Machine Building Plant in the Udmurt Republic, a core site that manufactures engines and components for systems including Iskander, Oreshnik and some larger strategic missiles. Kyiv's General Staff publicly stated the strike and confirmed some details, saying it used domestically produced FP-5 “Flamingo” ground-launched cruise missiles. (ukrinform.net)----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------A REQUEST FOR HELP!I'm heading back to Kyiv this week, to film, do research and conduct interviews. The logistics and need for equipment and clothing are a little higher than for my previous trips. It will be cold, and may be dark also. If you can, please assist to ensure I can make this trip a success. My commitment to the audience of the channel, will be to bring back compelling interviews conducted in Ukraine, and to use the experience to improve the quality of the channel, it's insights and impact. Let Ukraine and democracy prevail! https://buymeacoffee.com/siliconcurtain/extrashttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformationNONE OF THIS CAN HAPPEN WITHOUT YOU!So what's next? We're going to Kyiv in January 2026 to film on the ground, and will record interviews with some huge guests. We'll be creating opportunities for new interviews, and to connect you with the reality of a European city under escalating winter attack, from an imperialist, genocidal power. PLEASE HELP ME ME TO GROW SILICON CURTAINWe are planning our events for 2026, and to do more and have a greater impact. After achieving more than 12 events in 2025, we will aim to double that! 24 events and interviews on the ground in Ukraine, to push back against weaponized information, toxic propaganda and corrosive disinformation. Please help us make it happen!----------SOURCES: Reuters: governor of Udmurtia says Ukrainian drones damaged site.Kyiv Independent: report on Flamingo strike, eyewitness videos and social posts. Defence-blog / Military analysis: satellite imagery and workshop damage assessment. UNN / local Ukrainian reporting: photos showing extensive damage to workshops. Pravda / Ukrainian defence reporting: FP-5 Flamingo missile claimed by Kyiv. UPI & LA Times: international wire coverage and context on reach and significance. Militantnyi / regional defence outlet: open-source satellite imagery analysis reporting specific workshop damage (No. 22, No. 36). ----------

Werbung: Diese Episode wird unterstützt von myclimate. Solltest auch du ein Unternehmen, ein Produkt oder eine Veranstaltung haben, die einem interessierten Publikum vorgestellt werden MUSS, melde dich gern unter backoffice@katja-diehl.de! Ich freue ich mich über deinen Support! Meinen Podcast schon abonniert? Wenn dir diese oder auch eine andere Folge gefällt, lass´ gern eine Bewertung da und/oder supporte mich per Ko-Fi oder PayPal. Weitere Möglichkeiten des Supports findest du hier. Veronika Bohrn Mena ist Mitgründerin der gemeinnützigen Stiftung Comun in Österreich. Sie kommt aus der Gewerkschaftsarbeit, war Arbeitsmarktexpertin – und wurde irgendwann, wie so viele, nicht mehr als Expertin bezeichnet, sondern als Aktivistin. Was das bedeutet, wenn die FPÖ allein in einem Jahr 14 parlamentarische Anfragen über dich und deine Organisation stellt, dein Kindergartenkind zeitweise polizeilich geschützt werden muss und du abends nicht mehr allein U-Bahn fährst – das erzählt sie in diesem Gespräch mit einer Offenheit, die mich beeindruckt und berührt hat. Christina Deckwirth arbeitet bei LobbyControl im Berliner Büro und hat die Angriffswellen auf NGOs und Zivilgesellschaft über Jahre hinweg dokumentiert. Ihr Dreiklang aus Desinformation, Diffamierung und De-Funding beschreibt präzise, wie diese Kampagnen funktionieren – und wie sie sich von Brüssel über Deutschland ziehen, koordiniert, mit denselben Akteuren, denselben Begriffen, demselben Ziel. Wir reden in dieser Folge über: Wie rechte Netzwerke aus Medien wie Nius, Express oder der Welt, Propaganda-Plattformen und politischen Akteuren zusammenspielen Was es bedeutet, wenn Morddrohungen zur Normalität werden – und warum Bagatellisieren von außen so verletzend ist Warum Frauen überproportional im Fadenkreuz stehen Was es kostet, sich juristisch zu wehren – und wer sich das leisten kann Was der Unterschied zwischen Deutschland und Österreich ist, wenn es um Demokratieförderung und rechtliche Klarheit geht Und woher wir trotz allem Zuversicht schöpfen Was mich an diesem Gespräch besonders bewegt hat: Es geht nicht nur um uns, die wir öffentlich sind. Es geht um den Kindergartenverein, der sich nicht mehr traut, beim Stadtfest ein Zeichen gegen Rechtsextremismus zu setzen. Um die kleine Initiative, die Angst hat, ihre Gemeinnützigkeit zu verlieren. Um all die Menschen, die schweigen, weil sie einfach nicht die Ressourcen haben, sich zu wehren. Demokratie braucht Menschen, die sich einmischen. Und die brauchen Schutz, Solidarität – und manchmal auch einfach ein paar Euro.

Sahil Kamani, is a Berlin-based senior finance leader and FP&A professional at Ellie (Volkswagen Group), Starting at a credit rating agency in the wake of the 2008 financial crisis — inspired, fittingly, by a fascination with the documentary Inside Job — Sahil moved through regulation, capital markets, and an MBA before pivoting into operational finance  In this episode:  Being the person handing out credit ratings  Cash burn and the KPIs that matter most in a turnaround What bankers and regulators instinctively look for  How the CFO you work influences your storytelling Being CFO of Berlin's fastest-growing pickleball club.   Sahil R Kamani on LinkedIn:https://www.linkedin.com/in/sahilrkamani/

In this episode of Run the Numbers, CJ sits down with Varsha Udayabhanu of Invisible to unpack what enterprise AI adoption actually looks like beyond the hype. They cover forward deployed engineers, eight-week solution sprints, value-based pricing when outcomes are hard to meter, ARR vs. services revenue, and why “momentum” beats traditional SaaS metrics. A tactical look at trust, expansion, and building durable AI revenue.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS: Varsha: https://www.linkedin.com/in/varshaudayabhanu/Company: https://invisibletech.ai/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Marketing as a Form of Capital Allocation With Carta's Head of Growth Angela Winegarhttps://youtu.be/rG09ehsrWv8—TIMESTAMPS:00:00 Intro03:21 What Invisible Technologies Does05:34 Enterprise AI Adoption Gap07:38 Forward Deployed Engineers09:44 Evolving GTM in AI Services10:36 Solution Sprints12:37 Sponsor — Brex | Metronome | RightRev15:56 Upfront Investment vs. Upside18:38 Bespoke Deals20:37 Value-Based Pricing in Enterprise AI22:12 Value Sold vs. Value Delivered23:31 Enterprise Revenue as a Portfolio of Bets24:53 Time-Bound Solution Sprints27:06 Sponsor — Rillet | Tabs | Abacum30:32 Humans in the Loop & Expert Incentives33:38 Niche Human Expertise34:10 Rethinking KPIs Beyond ARR35:44 Momentum Metrics39:00 Evaluating GenAI Financial Profiles40:47 Expansion as the Atomic Unit42:19 AdTech Lessons on Distribution & Brand43:23 Why Brand Matters for Enterprise47:10 Commoditization Risk48:31 Long-Ass Lightning Round53:20 Credits

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rey del Valle to discuss what it really takes to move from reporting the business to steering it. Rey shares lessons from more than 25 years across media, entertainment, ecommerce, and fintech, explaining why curiosity, collaboration, and driver-based modeling are essential to effective finance leadership.Rey del Valle is a strategic CFO with deep roots in FP&A, having built his career at organizations such as FedEx, Norwegian Cruise Line, MTV Networks, and The Walt Disney Company. He has since served as CFO and advisor for companies including Ticketmaster, AXS, Guitar Center, OpenX, and several entertainment-focused fintech platforms.Expect to Learn:What great FP&A looks like beyond spreadsheets and reportingThe biggest mindset shift required when moving from FP&A to CFOWhy curiosity and operational understanding matter in financeHow collaboration plays a key role in successful turnaroundsHow benchmarks and driver-based models uncover opportunitiesHere are a few relevant quotes from the episode:“FP&A is about taking data and turning it into actionable insight so the business can actually do something with it.” - Rey del Valle“Our role in finance is not to look at numbers for their own sake, it is to help the company make better decisions.” - Rey del ValleRey shares practical insights on how FP&A teams can become stronger strategic partners by understanding business drivers, building models that support decision-making, and working closely with operations. He emphasizes that finance leaders create the most value when they listen first, stay curious, and help teams translate strategy into execution, especially during periods of change.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rey:LinkedIn - https://www.linkedin.com/in/reydelvalle/Company - https://www.linkedin.com/company/everestadvisorsllc/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's...

The Pentagon's policy chief Elbridge Colby recently called for a “NATO 3.0”, stating that the United States would “continue to provide the U.S. extended nuclear deterrent” to Europe, but when it came to most defense matters, Europe would need to “assume primary responsibility.” Colby is the undersecretary of war for policy and joins FP Live host Ravi Agrawal at the annual Munich Security Conference. And in part two of this podcast, Colby and Agrawal were joined by four other guests: Richard Marles, the deputy prime minister and defense minister of Australia; Judith Collins, the minister of defense of New Zealand; Toshimitsu Motegi, the foreign minister of Japan; and David van Weel, the foreign minister of the Netherlands.  Plus, One Thing from Ravi on U.S. Secretary of State Marco Rubio's speech at the Munich Security Conference.  Listen to Munich Moments on Apple or Spotify. A transcript of U.S. Vice President J.D. Vance's 2025 speech at the Munich Security Conference. A transcript of U.S. Secretary of State Marco Rubio's 2026 speech at the Munich Security ConferenceA transcript of Colby's interview with Ravi A collection of FP's reporting and analysis from the Munich Security Conference Matthew Kroenig: Two Cheers for the National Security Strategy A. Wess Mitchell: The Grand Strategy Behind Trump's Foreign Policy Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Corporate Finance Explained on FinPod, we examine dynamic pricing and why pricing is one of the most powerful and misunderstood levers in corporate finance. While often viewed as a marketing tactic, pricing decisions sit at the core of margin protection, cash flow management, and capital discipline.This episode breaks down why pricing is frequently the fastest lever available to management when financial performance is under pressure. Unlike cost reductions or capital projects, price changes can impact operating profit immediately. We explore the financial logic behind the “1% rule,” which shows how small improvements in pricing can generate disproportionate gains in operating profit due to fixed cost structures and margin flow-through.Using real-world case studies, we analyze how companies apply dynamic pricing to balance supply, demand, and profitability across industries with very different economics.In this episode, we cover:Why pricing is fundamentally a finance problem, not just a marketing decisionThe math behind the 1% pricing rule and margin amplificationHow airlines pioneered yield management for perishable assetsWhy rideshare surge pricing functions as a market-clearing mechanismHow Amazon uses dynamic pricing to accelerate cash conversion rather than maximize unit marginThe role of working capital and negative cash conversion cycles in pricing strategyHow hotels use revenue per available room (RevPAR) to manage fixed costsWhy price elasticity determines whether dynamic pricing creates or destroys valueThe JCPenney case and how ignoring consumer behavior undermined rational pricing modelsHow dynamic pricing is evolving in SaaS and usage-based business modelsThis episode also highlights the limits of algorithmic pricing. While data and models can optimize margins, successful pricing strategies must account for customer behavior, perceived value, and long-term relationships. Pure arithmetic optimization without behavioral context can rapidly erode demand and brand trust.This episode is designed for:Corporate finance and FP&A professionalsPricing and revenue management teamsFinance leaders responsible for margin and cash flow performance 

In this episode, CJ talks with Paul Stansik of ParkerGale Capital about what separates Simplifiers from Complicators. They unpack why most board meetings miss the point, how to answer the actual question, and why naming the real problem builds trust.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS: Paul on LinkedIn: https://www.linkedin.com/in/paulstansik/ParkerGale Capital: https://www.parkergale.com/https://hellooperator.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Fixing Broken Windows in Investing3:08 What an Operating Partner Actually Does5:35 Managing Nine Portfolio Companies6:07 Where PE Investors Spend Their Time9:02 Do Investors Think About You All Day?10:16 The Operator “Bermuda Triangle”12:35 Sponsors — Abacum | Brex | Metronome15:52 The CFO “Triangle of Doom”17:47 How to Become an Investor Favorite18:42 Templates Build Trust in Board Communication20:54 Using Trusted Data22:10 The Board Payback Record Scratch23:18 Building Your “Data Diet” With the Board25:19 Sponsors — RightRev | Rillet | Tabs28:47 Signs a Team Isn't in Command31:30 Board Meetings Aren't a Performance34:16 “20 Board Meetings—Don't Waste Them”35:15 Ask Permission to Reallocate the Agenda37:54 When to Send Board Materials40:28 Simplifiers vs. Complicators41:58 The Simplifier Finds the One Question That Matters42:16 Three Traits of a Simplifier: Answer, Find, Do43:15 Why Complicated Operators Take You on a Ride44:26 Selling vs. Substance46:23 “Get There, Bob”47:25 Why We Hedge49:36 You Can't Fix a Secret52:50 Credits

John Glasgow, is the founder, CEO and CFO of Campfire AI native ERP with more than $100m in funding, built to help high growth companies close faster, get richer visibility from their accounting data, and scale. John brings his insights as an operator who has spent time in FP&A and strategic finance, including at Adobe and an executive at Invoice To Go, leading that finance company to a $625 million sale to bill.com. Campfire came out of firsthand frustration with legacy ERPs and a need to rebuild the general ledger for the AI era. In this episode: My years in FP&A and strategic finance at Adobe before becoming a founder  CFA Certification  Invoice to Go acquisition what I learned   The frustration and origin story of frustration and why Campfire was set up Why building our own AI model makes sense  Key quote: “If you slap AI on top of an ERP with summarized revenue data, then you're essentially gonna get no insights that are of any value.”

U.S. tariffs have upended decades of trade policy, but new U.N. data shows that the economies suffering most are those that can least afford a setback. At the Munich Security Conference (MSC), FP's Ravi Agrawal hosted a panel on the trade wars, with policymakers on the front lines of these economic changes: Ngozi Okonjo Iweala, the director-general of the World Trade Organization; Finnish President Alexander Stubb; German Vice Chancellor Lars Klingbeil; and U.S. Sen. Thom Tillis.  Follow FP's MSC coverage here. Wendy Cutler: How Countries Should Respond to Trump's Tariffs Keith Johnson: Tariffs Have Hurt, Not Helped, the U.S. Economy Rishi Iyengar: EU Don't Need U.S.? Ramon Pacheco Pardo and Robyn Klingler-Vidra: Middle Powers Don't Have to Work Together to Get Ahead Learn more about your ad choices. Visit megaphone.fm/adchoices

Sportsphone Hour 2: The phone lines start to light up talking all things Giants baseball and FP puts his two cents on the Nick Castellanos beer incident See omnystudio.com/listener for privacy information.

In this episode of Run the Numbers, CJ Gustafson talks with Rivian CFO Claire McDonough about financing one of the most capital-intensive businesses in the world. They cover long-term investment decisions, capacity planning, cash management as production scales, lessons from Rivian's nearly $14B IPO, the risks of over- and under-building, and why federal EV tax credits matter more than most people think.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS: Claire on LinkedIn: https://www.linkedin.com/in/claire-rauh-mcdonough-5291b946/Rivian: https://rivian.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Why Revenue Recognition Is the Next AI Battleground | Dan Miller of RightRevhttps://youtu.be/TxhTtwmOass—TIMESTAMPS:00:00:00 Craziest Expense Story at Rivian00:01:22 Intro to Claire McDonough00:03:09 Capital Intensity and Vertical Integration at Rivian00:06:44 Raising $14B: How Rivian Planned Its IPO Capital00:10:22 Capacity Planning and Scaling R2 Production00:12:13 Sponsors — Tabs, Abacum, Brex00:15:34 Sweating Existing Capacity vs Overbuilding00:18:22 Winning EV Adoption from ICE Buyers00:22:27 How Federal EV Tax Credits Shape EV Pricing00:26:03 Sponsors — Metronome, RightRev, Rillet00:29:27 R2 as a Driver of Long-Term Profitability00:33:14 Supply Chain as the Critical Path to Launch00:36:53 Product Roadmap as the Anchor for Capital and Headcount00:39:40 Peloton and Flipkart Lessons from Banking00:43:42 Biggest Career Mistake00:44:50 Advice to Younger Self00:47:19 Rivian's Finance Software Stack

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Aswin Saravanan, VP of Finance at Qualtrics, to explore what it really takes for FP&A teams to move from insight to action. Aswin shares why trust is the foundation of strategic finance, how culture and vision enable better decision making, and why simplicity in financial modeling often delivers the greatest impactAswin is a strategic finance leader with over a decade of experience across global technology companies. He specializes in connecting strategy to execution and helping finance drive business outcomes. Currently the VP of Finance at Qualtrics, he brings deep expertise across corporate, product, and go-to-market finance. He has previously held leadership roles at Microsoft and HubSpot.Expect to LearnWhat great FP&A looks like as a strategic business partnerWhy is trust required to move from insight to actionHow culture and vision shape high-performing FP&A teamsThe importance of simple financial models over complex onesHow FP&A teams create strategic value that influences the futureHere are a few relevant quotes from the episode:“Taking something from insight to action requires trust. Without trust, nothing really moves.” - Aswin Saravanan“Great FP&A is when the team can be a proactive strategic partner and actually change the trajectory of the company.”- Aswin SaravananAswin Saravanan shares practical insights on how FP&A teams can move from reporting to truly influencing business outcomes. By building trust, setting a clear vision, and keeping financial models simple, finance leaders can turn insight into action. The conversation reinforces that strategic value comes from helping the business make better decisions about the future.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Aswin:LinkedIn - https://www.linkedin.com/in/aswinsaravanan/Company - https://www.linkedin.com/company/qualtrics/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In...

In this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental practices, Wes explains how strong clinical skills alone aren't enough to build a sustainable, profitable, and stress-free practice.He breaks these mistakes into six core areas, covering everything from management systems and PPO economics to lease agreements, partnerships, financial planning, and KPIs. Throughout the episode, Wes uses practical examples and real-world analogies (including agile software development) to show how intentional systems and financial clarity can free owners from burnout and help practices scale intelligently.This episode is a must-listen for practice owners who want to stop managing reactively and start operating with structure, clarity, and long-term strategy.Key Topics Covered1. Not Adopting a Management ProcessMany dentists manage by instinct instead of by process. Without a clear management operating system including defined roles, meeting cadence, accountability, and decision-making frameworks, practices become reactive, inconsistent, and owner-dependent. Wes explains how adopting even a simple system and iterating over time can dramatically improve operations and reduce burnout.2. Not Understanding the True Cost of PPOsPPOs often increase top-line revenue but quietly erode profitability. Wes breaks down how fee schedules, write-offs, chair utilization, and hygiene profitability impact the bottom line. He emphasizes that PPOs are essentially an expensive marketing channel and that growth without profitability can lead to exhaustion, not success.3. Not Understanding Lease TermsA lease is often the largest non-clinical financial commitment a dentist makes, yet many sign without fully understanding the implications. Wes discusses escalation clauses, renewal options, relocation clauses, and why poor lease terms can hurt practice value or even prevent a successful exit.4. Partnering Without Profit-Split ModelingPartnerships often fail not because of personality conflicts, but because of unclear financial structures. Wes explains why production, ownership, expenses, and profit splits must be modeled and stress-tested before forming a partnership and why aligning accounting execution with the partnership agreement is critical.5. Lacking Financial Planning & Analysis (FP&A)Most practices rely only on historical financial reports, such as P&Ls, which show where the practice has been, not where it's going. Wes explains how FP&A (or a CFO model) helps dentists forecast cash flow, plan strategically, and turn financial anxiety into financial control.6. Not Using KPIs or KPI SoftwareWithout key performance indicators, practices lack visibility and accountability. Wes highlights the importance of both leading and trailing KPIs, the value of KPI software, and how daily or weekly team huddles around metrics create a culture of ownership and consistency.Key TakeawaysClinical excellence alone doesn't guarantee a successful practice; systems and strategy matter.A management operating system frees the owner from being the bottleneck.PPO participation must be understood at the procedure- and profitability-levels, not just collections.Lease terms can significantly impact long-term practice value and...

In this episode of Run the Numbers, CJ Gustafson sits down with Dan Miller, CFO at RightRev. They unpack why leasing is underused in software, how RevTech emerged, and why revenue recognition may be the next AI battleground. Dan also shares how he evaluates durable growth vs. hypergrowth.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS: Dan on LinkedIn: https://www.linkedin.com/in/danmillercpa/RightRev: https://www.rightrev.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:00:00:00 Preview and Intro00:02:41 Why Operating Experience Matters for CFOs00:04:08 Defining Durable Growth00:06:06 Snowflake and Consumption Revenue Complexity00:10:17 Forecasting in Consumption Models00:11:29 AI's Role in Revenue Forecasting00:12:14 Sponsors — Rillet | Tabs | Abacus AI00:15:39 Comping Sales in Usage-Based Models00:18:15 Leasing as a Software Monetization Tool00:20:47 The CFO's Role in Sales and GTM00:22:29 How CFOs Help Close Deals00:24:14 Rev Tech vs RevOps00:26:20 Sponsors — Brex | Metronome | RightRev00:29:40 Where AI Actually Helps Rev Rec00:31:55 Deterministic vs Probabilistic AI00:33:05 Why Enterprises Hesitate on AI Agents00:34:18 Startups vs Incumbents in the AI Race00:35:13 FOMO, Overfunding, and Market Distortions00:38:13 CFO Playbooks Without Hypergrowth00:39:38 Finding PMF as a CFO00:41:15 Career Advice: Growth vs Shiny Objects00:42:00 Building the CEO–CFO Relationship00:42:49 Learning Beyond the Back Office00:43:22 Lightning Round00:44:28 Advice to My Younger Self00:45:09 Finance Tech Stack00:46:36 Credits

FP's Ravi Agrawal sits down with Greek Prime Minister Kyriakos Mitsotakis to discuss NATO, a shifting European defense strategy, and more. Plus, One Thing from Ravi on the rising nuclear threat. Ravi Agrawal: Greek PM: ‘I haven't given up on the trans-Atlantic relationship.' Stavros Papastavrou: The Trans-Atlantic Energy Relationship Is Stronger Than Ever Kristi Raik: Europe's 4 Different Ways of Handling Trump Luke McGee: Europe Is Prepared to Create Its Own Army Stephen M. Walt: NATO's Leader is Totally Lost Rebecca Lissner and Erin D. Dumbacher: The Pillars of the Global Nuclear Order Are Cracking Learn more about your ad choices. Visit megaphone.fm/adchoices

00:00 - Takeaways from Cowherd's Super Bowl draft/Drake Maye a FP at Pats practice 18:32 - The Patriots' road to the Super Bowl 37:51 - PROP-A-PALOOZA Day 4