Podcast appearances and mentions of kevin appleby

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

#225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy https://open.spotify.com/episode/3qy4Q5X2ZRjyzBfqhOA2Dl The B2B payments ecosystem represents a critical financial infrastructure that fundamentally determines an organization's economic health and operational agility. In an increasingly digital and interconnected global marketplace, businesses are confronting unprecedented challenges in managing complex financial transactions, cash flow dynamics, and technological integration. The traditional paradigms of accounts receivable and payment processing are rapidly evolving, driven by technological innovations that promise to revolutionize how companies approach financial management. Emerging technologies like artificial intelligence, machine learning, and advanced analytics are creating transformative opportunities for businesses to optimize their financial workflows, reduce operational risks, and gain unprecedented insights into their economic performance. In this illuminating podcast episode, Kevin Appleby engages in a comprehensive dialogue with Alex Louisy, the visionary Co-founder and CEO of Upflow, exploring the intricate landscape of business-to-business payment strategies and technological disruption. Louisy brings a unique Franco-American perspective, offering deep insights into the global variations of payment methodologies, technological adoption, and strategic financial management. The discussion transcends traditional financial discourse, delving into critical areas such as AI-driven automation, online payment methodologies, risk mitigation strategies, and the future of financial technology. By examining real-world data, industry trends, and practical implementation strategies, Appleby and Louisy provide business leaders and finance professionals with a sophisticated roadmap for navigating the complex and rapidly evolving world of B2B payments, emphasizing the critical importance of continuous innovation, technological adaptation, and strategic financial thinking. Key topics covered: Upflow's innovative technology helps B2B companies optimize their cash collection processes Detailed insights from the B2B Payments Trends report revealing payment collection challenges Critical analysis of invoice aging and its impact on business financial health Exploration of online payment methods and their transformative potential The emerging role of AI in automating and enhancing financial workflows Strategies for reducing non-payment risks and improving accounts receivable Comparative perspectives on payment practices between US and European markets Impact of technological innovations on financial team efficiency Discussion of payment method diversification and customer payment experience Future outlook on AI's role in financial process automation https://youtu.be/8Ta6pzF1MXc Links Alex Louisy on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:34 Initial introductions and market sentiment discussion 0:02:45 Exploring business expansion strategies 0:04:16 CFO training and AI technology trends 0:06:39 Research on AI's impact in financial sectors 0:11:04 Detailed explanation of Upflow's business model 0:19:44 Analysis of invoice payment risk factors 0:32:28 Online payment method strategies 0:38:26 Customer payment experience considerations 0:43:27 AI's potential in financial process transformation 0:49:25 Reflections on technological evolution in finance Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular net...

Pankaj Singh, also known as "Sing", has created a framework called the Ascendency Action System. It's designed to help leaders unlock their full potential. Pankaj was an insightful and engaging guest on The Next 100 Days podcast and shared insights across leadership, personal development and workplace culture.Summary of the PodcastIntroductions and backgroundPankaj Singh, Kevin Appleby, and Graham Arrowsmith introduce themselves and discuss Pankaj's background, including growing up in India and now living in Jacksonville, Florida. They also discuss Pankaj's work as a business and management coach focused on mindfulness and leadership.Mindfulness and presencePankaj explains his approach to teaching mindfulness, emphasizing the importance of being present in the moment rather than getting caught up in preconceived notions or attachment to outcomes. He shares practical exercises like the "STOP" technique to help people become more mindful throughout their day.Ascendency Action SystemPankaj discusses some of the frameworks and models he uses in his work, including the "Ascendency Action System" and the "Mindful Universal Compass" which focuses on presence, emotional agility, cognitive clarity, and compassionate action. He explains how these tools help people apply mindfulness principles in practical ways.Outcomes and impactPankaj shares examples of how his work has positively impacted clients, helping them save their marriages, get their careers back on track, and generally reclaim their "human life" through mindfulness practices. He emphasises that his goal is to empower people to make changes themselves, rather than relying on him.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. Graham founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

#223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic https://open.spotify.com/episode/7aOwo254gene5On21geffe Karina Rasic, CEO and Business Strategy Consultant at Make Business Flow, shares her insights on the challenges and strategies for helping female-led companies succeed in fundraising. Accessing capital is a critical issue for entrepreneurs, and Karina's experience in working with women-owned businesses provides valuable perspectives on addressing this problem. In this episode of the Grow CFO Show, Karina discusses the cultural and educational differences that impact financial literacy in Latin America, particularly the contrast between Protestant and Catholic views on money and work. She explains how these factors create unique obstacles for women seeking to build and grow their businesses. Karina's approach to supporting her clients involves empowering them to present their ventures in a more confident, "male-like" manner to potential investors.She highlights the importance of financial education, her strategies for helping female founders overcome fundraising challenges, and her own entrepreneurial journey. She also shares details about her two companies - one providing fractional CFO services and the other, a legal services platform. Karina's passion for writing and her plans for the future, including a program to help retirees start new businesses, provide a well-rounded perspective on her multifaceted career. Karina and Kevin Appleby explore the potential for growth in the Latin American market for fractional CFO services, as well as the challenges of finding qualified professionals in the region. Karina's commitment to making a positive impact and her belief in the power of entrepreneurship to drive change are evident in her words and actions.About Karina Rasic: Karina is an accomplished project manager with extensive experience in financial analysis, digital marketing, and business development. Karina specializes in CFO fractional services, financial assessments for startups, and securing funding—particularly for businesses founded and led by women. Currently, she leads initiatives at Make Businesses Flow, focusing on streamlining operations and enhancing business performance. With a strong ability to manage cross-functional teams and implement data-driven strategies, Karina is dedicated to driving organizational success and sustainable growth. Key topics covered: Karina's background as an Argentinian with a mix of Spanish and American accents The cultural and religious differences that impact financial literacy in Latin America Karina's work in helping women-led companies with fundraising and presenting their businesses Her two companies: a fractional CFO service and a legal services platform Karina's passion for writing and her plans for the future, including a program to help retirees start new businesses The potential for growth in the Latin American market for fractional CFO services and the challenges of finding qualified professionals https://www.youtube.com/watch?v=AGURhtRgtDs Links Karina Rasic on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:06:07 Karina's background and accent 0:07:21 Karina's two companies 0:10:26 Cultural differences in finance education 0:12:38 Karina's focus on working with women 0:15:04 Common problems Karina helps clients with 0:18:54 Fundraising challenges for female-led companies 0:24:51 Karina's role as a personal mentor to founders 0:30:02 Karina's legal services platform 0:35:05 Karina's definition of success 0:37:37 Karina's plans for the future Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way,

If you visit Stevie Ward's website, its current headline is Captain, Winner, Truth Speaker.Stevie is a former professional rugby player and part of the golden generation at the Leeds Rhinos, one of the most successful teams in Super League history. He became the youngest grand final winner ever, winning two more Grand Finals and 2 Challenge Cups, and was named captain at just 26.Amongst the highs, Stevie endured ten operations and several mental health struggles. This adversity inspired Stevie to launch Mantality in 2016 to promote mental health for men through counselling, life-coaching services, and a stigma-breaking podcast.Summary of the PodcastIntroductions and casual conversationThe participants, Kevin Appleby, Stevie Ward, and Graham Arrowsmith, engage in casual conversation and banter, discussing topics like Stevie's background in rugby league, the participants' accents and regional origins, and some technical issues with Stevie's video background.Stevie Ward's rugby and personal journeyStevie shares details about his early experiences playing rugby, including transitioning from union to league as a child and the intensity and physicality he brought to the sport. He discusses being one of the youngest captains in Leeds Rhinos history, winning a Grand Final at age 18, and the highs and lows of his professional rugby career, including injuries and a brain injury that led to his retirement at age 26.Stevie's work as a speaker and coachStevie explains how his experiences in rugby, including the challenges he faced, have shaped his work as a speaker and coach. He describes his approach of using stories and metaphors to help leaders and teams explore concepts like vulnerability, psychological safety, and authenticity. Stevie shares how he aims to create transformative experiences for his clients by inviting them to inquire into their own thoughts and feelings.Reflections on the ConversationThe hosts, Graham and Kevin, express their appreciation for Stevie's honesty and vulnerability in sharing his personal journey. They acknowledge the unique perspective and insights Stevie brings and suggest that his experiences and approach could be valuable for a wide range of organizations and leaders.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. Graham founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

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

Embracing AI and automation in 2025Kevin discusses his plans to implement a new productivity system called "Pillars, Pipelines, and Vaults" (PPV)He discovered PPV from a YouTuber named August Bradley.The system aims to help him better manage his planning, to-do lists, contacts, and knowledge base.Graham shares his excitement about the potential of AI and automation to transform businesses and industries in 2025.Balancing work and personal prioritiesKevin and Graham discuss the importance of balancing work and personal priorities as they get older.They agree that they don't want to fall behind on technology and want to continue learning and growing, but also recognise the value of having a fulfilling life outside of work.Upcoming projects and initiativesKevin shares his plans for Grow CFO, a company he is involved with, to produce a technology innovation report focused on finance-related topics.He explains how AI and data analysis can help organisations optimise their spend management and procurement processes.Graham also discusses his plans to leverage MeclabsAI and automation to develop personalised solutions for a specific market sector.Closing thoughts and future of the podcastAs the meeting comes to a close, Kevin and Graham reflect on the longevity of their podcast, which is approaching its 10th year.They discuss the possibility of continuing the podcast, potentially with the involvement of listeners, and how it provides them with the "freedom of association" that they value.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. Graham founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.comDo you want to be a guest on The Next 100 Days Podcast? Apply here

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

Unlock the keys to propelling your business forward with strategic financial insight in our latest episode of Scaling with People. Featuring Kevin Appleby, a visionary in finance team development, we explore the critical juncture when founders should bring finance experts on board. Discover why delegating transactional finance tasks early can free you to concentrate on transformative activities like investor relations and product innovation. Kevin sheds light on the indispensable role of strategic finance expertise during pivotal fundraising phases, from crafting dependable financial forecasts to leveraging industry contacts for securing funding. This episode is your guide to understanding how integrating finance professionals into your startup can provide a compelling strategic edge.In our deep dive into professional growth, we spotlight Grow CFO's Future CFO program, a unique 12-month experience designed to catapult finance professionals into top-tier leadership roles. Through practical, interactive workshops held over Zoom, this program equips aspiring CFOs with crucial skills, while we stress the importance of nurturing existing talent alongside new hires in rapidly scaling companies. From our conversation, learn how hands-on experiential courses can transform finance roles at every level, from controllers to seasoned CFOs. As a founder, I share a crucial lesson on embracing flexibility and strategy pivots to drive business success. Tune in to tap into insights that could redefine your approach to financial management and career advancement.

DSV FundSiam is the Chief Investment Officer for the DSV Fund. He is an ex-RAF Pilot who also started Trading at the age of 18. Over the last 20 years on the markets he's publicly called many major economic events and profited from them such as the 2015 Black Monday crash where he made £422k in 30 minutes and the 2020 Oil crash which he shorted from $80 down to $10. He's also made multiple thousand % ROI gains in the last 2 Crypto cycles since 2017.In 2015, Siam was the best-performing Fund Manager in the UK, attaining 60% ROI in the 11 months that his AR PAMM fund was running.In 2016 he set up a Private Equity firm and promptly bought over 12 businesses. Unfortunately, this venture was peppered in misfortunes. Which is one of the risks when acquiring distressed businesses! But this firm is now on the up thankfully. He also recently sold his Crypto PE firm for £10.75m and is currently in the earn-out phase.Summary of the PodcastIntroductions and small talkThe meeting begins with casual conversation between the participants, Kevin Appleby, Siam Kidd, and Graham Arrowsmith.They discuss the weather, politics, and some personal anecdotes.Siam Kidd's background and investment philosophySiam Kidd explains his journey into investing, starting with a gold and silver bullion business.He discusses the importance of beating inflation, which he estimates at 15% annually, and how traditional assets like stocks and real estate have struggled to keep up.his led him to discover Bitcoin and cryptocurrencies as a way to outpace inflation.The DSV Fund and investing in crypto and AISiam describes the DSV Fund, which focuses on investing in open-source AI and the intersection of AI and crypto.He emphasises that the fund is targeted at high-net-worth individuals, family offices, and fund managers, not retail investors.He explains the rationale for investing in these emerging technologies, noting their potential to be the fastest growing sectors.Tokenisation of real-world assetsThe discussion turns to the potential for tokenising real-world assets like real estate on the blockchain.Siam and the others explore the benefits and challenges of this concept, such as ensuring homeowner rights and preventing large investors from dominating local markets.Siam's investing approach and market cyclesSiam shares his approach to investing, emphasising the importance of having a predictive mental model and closely following market cycles.He explains his belief that the crypto market follows a 4-year cycle that is aligned with a 5.5-year global liquidity cycle, and predicts a potential “blow-off top” in the crypto market in Q4 2025.Advice for individual investorsWhen asked about options for investors with smaller amounts to invest, Siam emphasises the importance of self-education, particularly in areas like crypto and AI.He discusses plans to publish a book to help guide individual investors, and suggests ways they can leverage AI and digital tools to enhance their investing knowledge and capabilities.Wrap-up and next stepsThe meeting concludes with a discussion of potential collaborations and next steps, including the possibility of integrating Siam's book with AI-powered tools to enhance the learning experience for readers.Clips from the PodcastGlobal Expansion of Fiat Currencies

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

#204 Powering the Future: Finance's Role in the Energy Transition with Nicolas Payen https://open.spotify.com/episode/3mVyLN3O1EEfDpiyFMm8UQ In this episode of the Grow CFO Show, host Kevin Appleby welcomes Nicolas Payen, the former CEO of Positive Energy Ltd, a climate FinTech company focused on renewable energy project financing. Payen brings a wealth of experience from his 15-year career in the energy industry, including his time at Schneider Electric, where he led an innovative IoT startup within the organization. Payen delves into the ongoing energy transition, highlighting the significant scale and pace of the shift from fossil fuels to sustainable energy sources across regions such as the US, Europe, China, and India. He emphasizes the crucial role of government policies and incentives in driving this transformation, citing examples like the Inflation Reduction Act in the US and the EU's renewable energy directives. Payen also explores the financial and investment implications of the energy transition, underscoring the importance of the CFO's role in enabling and managing the strategic decisions required to navigate this rapidly evolving landscape. Furthermore, Payen discusses the impact of the energy transition on talent recruitment and retention, particularly among younger generations who prioritize working for companies with strong sustainability practices. He shares compelling statistics demonstrating the preference of Generation Z for organizations with a green footprint, underscoring the need for effective communication and alignment between a company's financial and sustainability goals. Key topics covered include: Nicolas Payen's background in the energy industry, including his experience at Schneider Electric and as an entrepreneur The energy transition from fossil fuels to sustainable energy sources The scale and pace of the energy transition, with a focus on developments in the US, Europe, China, and India The role of government policies and incentives in driving the energy transition The financial and investment implications of the energy transition for companies and investors The importance of the CFO's role in enabling and managing the energy transition for their organization The impact of the energy transition on talent recruitment and retention https://www.youtube.com/watch?v=qsK3nDArNAU Links Nicolas Payen on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:12 - Introduction to the topic of energy transition and Nicolas Payen's background 0:01:06 - Nicolas Payen's background in the energy industry, including his experience at Schneider Electric 0:03:25 - Challenges and lessons learned from Nicolas's experience at Schneider Electric 0:06:44 - Nicolas's transition to entrepreneurship and the founding of Positive Energy 0:11:01 - Overview of the state of the energy transition and decarbonization globally 0:14:33 - Comparison of electric vehicle sales in the US and Asia 0:15:21 - Energy transition developments in the UK and EU 0:18:20 - China's role and investments in the energy transition 0:24:10 - The CFO's role in enabling and managing the energy transition 0:32:42 - The impact of rising interest rates on the energy transition 0:39:10 - The importance of the energy transition for talent recruitment and retention Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit.

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

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

#200 The Profit-Boosting Power of Experiential Learning with Dan Wells https://open.spotify.com/episode/3ruJsTVOQGKn5VoiNSXXM4 In this landmark 200th episode of The GrowCFO Show, hosts Kevin Appleby and Dan Wells celebrate a remarkable journey that began in August 2020. Over the years, the podcast has grown into a key resource for finance professionals worldwide. This special episode not only reflects on the show's development but also reveals the launch of GrowCFO Premium and its innovative approach to experiential learning. Dan Wells, Founder and CEO GrowCFO, introduces The World's Leading Experiential Learning for Finance (ExLF) Programs, now available in an affordable, all-in-one subscription package! For just £195 a month, you can access 30+ LIVE training programs, including the highly sought-after FBP, FT, and FP&A boot camp workshops. Whether you're an individual looking to advance your career or a corporate team aiming to enhance skills, this flexible program is designed to meet your needs. For more information: ExLF for Corporates and Teams: Click here ExLF for Individuals: Click here The subscription package bundles a variety of experiential learning programs, including boot camps and simulators, all led by top finance experts. With live, practical exercises and customization based on role, grade, and objectives, this package is perfect for finance professionals looking to gain new skills in a dynamic, hands-on environment. The program also meets CPD/CPE requirements, allowing professionals to integrate learning into their development plans seamlessly. Offering global availability and multiple time zones, ExLF ensures that professionals from around the world can benefit from this transformational learning experience. Key topics covered include: Introduction to The GrowCFO Show and celebration of 200 episodes Reflection on the journey since the first episode in 2020 Explanation of experiential learning and its powerful benefits Announcement of the new ExLF package and its incredible value Customization and flexibility based on role, grade, and goals Coverage of a wide range of topics: technical, interpersonal, and commercial skills Importance of live, instructor-led training for meaningful learning outcomes Compliance with continuing professional development (CPD) requirements Global availability and time zone considerations Emphasis on peer group dynamics and support networks Next steps for individuals and teams to get involved Excitement for the future of finance learning https://youtu.be/AUtOhsvkI6A Links Dan Wells on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:0:12 - Introduction to GrowCFO and the podcast's 200th episode. 0:1:03 - Reflection on the journey since the first episode in August 2020. 0:2:27 - Explanation of experiential learning and its importance. 0:3:20 - Discussion on the evolution of GrowCFO's training programs. 0:5:22 - Announcement of a new subscription package for experiential learning. 0:6:42 - Details on the flexibility and customization of the new package. 0:8:36 - Importance of role, grade, and personal objectives in learning. 0:10:33 - Overview of the new package's offerings and topics. 0:12:25 - Accreditation and CPD/CPE credits for the courses. 0:15:25 - The impact of engaged learning on business outcomes. 0:17:32 - Benefits of practical, experiential learning. 0:19:05 - Role of experienced facilitators in delivering courses. 0:21:53 - Importance of peer groups and community in learning. 0:23:09 - How individuals and teams can access the new package. 0:25:42 - Global reach and time zone considerations for the programs. 0:27:18 - Closing remarks and future outlook for GrowCFO. Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app.

New Podcasts New podcasts feature in this week's episode of The Next 100 Days Podcast. Graham is about to start 42ai, Kevin is about to start The Great Model Train Show. Summary of the Podcast Key Takeaways Graham is launching "42 AI" podcast about MeclabsAI with co-host Anna Kapil, focusing on UK and India markets. Kevin is starting "The Great Model Train Show" podcast about model railways, targeting an UK audience initially. Both emphasise the importance of identifying target audience, valuable content, and distribution strategies. Podcasting seen as a way to build influence and potentially monetise expertise in semi-retirement. New Podcast Ventures Graham: "42 AI" podcast about MeclabsAI with Anna Kapil Focus on UK and India markets initially. Aims to showcase MeclabsAI capabilities to marketing heads of brands and their marketing agencies. Name references "42" as answer to life, universe, and everything (Hitchhiker's Guide) plus the age difference between Graham and Anna! Anna Kapil Kevin: "The Great Model Train Show" Targeting UK model railway enthusiasts. Plans to have industry sponsors and high-profile guests (e.g. Pete Waterman, Rod Stewart). www.thegreatmodeltrainshow.com Podcast Launch Strategies Identify target audience and their interests. Create valuable, niche-specific content. Leverage existing networks for initial guests. Aim for at least 10 episodes to establish consistency. Consider appearing as guests on other relevant podcasts for cross-promotion. Utilise social media, website, and email marketing for distribution. MeclabsAI Capabilities Trained on 10,000 marketing experiments. Offers marketing heuristics, copywriting, strategy, social media post creation, and conversion optimisation tools. Can create personalised marketing strategies and content. Potential to replace traditional websites with AI-driven engagement. New Podcast Technology Discussion of new podcast hosting and production tools. Consideration of AI-powered tools for content creation and clip generation. Importance of video content alongside audio for social media distribution. Retirement and Future Plans Both see podcasting as a way to stay engaged and potentially earn income in semi-retirement. Graham aims to continue with MeclabsAI ventures. Kevin planning ahead for potential income streams post-67. Next Steps Graham to explore guest opportunities on marketing podcasts to promote "42 AI" Kevin to secure first 10 guests and sponsorship for "The Great Model Train Show" Both to investigate modern podcast hosting and production tools. Continue "The Next 100 Days" podcast, aiming for 500 episodes milestone. Graham to further develop Meclabs AI expertise and use cases. Clips from the Podcast Topics for The Great Model Train Show https://thenext100days.org/wp-content/uploads/2024/09/Kevin-Appleby-Whats-in-the-New-Podcast.mp4 Why Listen to 42AI? https://thenext100days.org/wp-content/uploads/2024/09/Graham-Arrowsmith-42AI.mp4 Different Perspectives https://thenext100days.org/wp-content/uploads/2024/09/Graham-Arrowsmith-Different-Perspectives.mp4   The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers.  MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYes, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders.

#199 How Do You Become CFO Ready? with Andrew Waters https://open.spotify.com/episode/1VgwKOgwM8Nf6gh90BXo6z In this insightful episode, Kevin Appleby sits down with Andrew Waters, the esteemed co-founder of Zanda, to delve into the dynamic evolution of the Chief Financial Officer's role over the past four years. As businesses navigate a post-lockdown world, the conversation reveals how CFOs have transitioned from a focus on transformation to leading the charge in sustainable growth and efficient cash flow management. Andrew and Kevin discuss the critical importance of soft skills in today's financial landscape, such as resilience, agility, and storytelling, which are essential for CFOs to excel. The dialogue underscores the necessity for CFOs to blend entrepreneurial spirit with pragmatic decision-making, fostering an environment where finance leaders can thrive and drive substantial organizational impact. Listeners will gain a deeper understanding of the regional nuances between New York and London CFO roles, with Andrew highlighting how New York's financial leaders are often more strategically inclined and investment-ready. The episode also introduces the Future CFO program, a developmental initiative designed to equip finance leaders with the essential skills for future success in the CFO role. Furthermore, Andrew provides a preview of the upcoming Future CFO Strategy, Growth, and Impact Summit, where he will be speaking and offering a glimpse into sessions that promise to enhance leadership capabilities, optimize the finance function, and harness cutting-edge technology. You can register to join the summit here: https://future-cfo-global-summit.heysummit.com/talks/landing-your-dream-cfo-role/! This episode is a must-listen for finance professionals eager to stay ahead in a rapidly evolving industry. Key topics covered include: Catching up with Andrew Waters and the upcoming Future CFO Summit Evolution of CFO roles over the past 4 years Current and future skills required for CFOs Differences in CFO requirements between London and New York The importance of soft skills for CFOs The interview process for CFO roles Scaling the finance function Challenges faced by new CFOs Upcoming Future CFO Summit sessions https://youtu.be/GhSPdeG2H3M Links Andrew Waters on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:0:00 - Introduction to the GrowCFO Show and guest Andrew Waters 0:1:14 - Discussion about the Future CFO Summit and its significance 0:2:23 - Evolution of the CFO role over the past four years 0:7:41 - Broad skill set required for modern CFOs 0:8:27 - Becoming CFO-ready: challenges and necessary skills 0:13:37 - Overview of the Future CFO program and its benefits 0:17:28 - Differences in CFO roles and expectations between the UK and US 0:20:30 - Importance of the first 100 days in a new CFO role 0:21:53 - Upcoming Future CFO Summit sessions and topics 0:24:41 - Structuring the finance function and the importance of the right team 0:26:37 - Challenges A players face in new CFO roles and dealing with imposter syndrome 0:27:09 - Key issues in early CFO roles and overcoming them 0:30:46 - Identifying A players through storytelling and communication skills 0:33:21 - Conclusion and anticipation for the Future CFO Summit Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit.

Hour 1 for 8/30/24 Drew covered the Harris-Walz interview (:54). Then, Dr. Grazie Pozo Christine broke down Trump's position on abortion and IVF (17:12). Finally, Kevin Appleby discussed the migrant crisis (29:29). Callers expressed thoughts about fixing the border (35:57) and why this is a tough issue as a Catholic (47:08). 

#196 The CFO Creating Culture in the Finance Function with Sam Divine https://open.spotify.com/episode/1PaK9XqCIqhS2zBH8bpuMq Sam Divine, Founder of GrowthXel, joins Kevin Appleby, to delve into the pivotal role of the CFO in shaping culture within the finance function. The conversation underscored the importance of treating everyone fairly and respectfully, a principle deeply ingrained in Divine's philosophy due to his upbringing during the Liberian Civil War. Both Appleby and Divine shared personal experiences that highlighted the necessity of adapting to circumstances beyond one's control, emphasizing family, resilience, and adaptability as cornerstones of personal and professional development. Their discussion further explored how these formative experiences influence career choices and the significance of being in the right place at the right time. Divine and Appleby stressed the value of luck and the importance of connecting with employees to understand and improve organizational culture. They highlighted how creating a culture that encourages innovation and equality within finance departments can drive success, showcasing the CFO's unique position to foster an environment that not only supports financial goals but also nurtures a fair and dynamic workplace. Key topics covered include: Sam discusses his early life in Monrovia, Liberia, and his experiences during the 1989 civil war. Highlights from Sam's book, "Battlegrounds to Boardroom," including key lessons on fairness and the non-reliance on material wealth. Sam's educational journey to the United States and his career at prestigious firms like Grant Thornton and EY. Overview of GrowthXel's consulting services, focusing on optimizing organizations and providing critical interim services for CFOs. Emphasis on the importance of culture within finance departments and how GrowthXel fosters strong connections and trust with clients. Strategies for CFOs to enhance team culture, stressing continuous process improvement and valuing every team member's contribution. Discussion on the evolving role of the CFO, comparing it to a Secretary of State, necessitating a broader skill set beyond traditional finance functions. The critical role of curiosity for CFOs, enabling them to ask insightful questions and drive business improvements. https://www.youtube.com/watch?v=VIY0cb1toCY Links Sam Divine on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:0:11 - Introduction to GrowCFO and the host, Kevin Appleby. 0:1:00 - Introduction of guest Sam Divine, founder of GrowthXel. 0:1:13 - Sam Divine's backstory, growing up in Monrovia, Liberia, and experiencing the civil war. 0:3:09 - Discussion of Sam's book "Battlegrounds to Boardroom" and the life lessons learned during the civil war. 0:7:41 - Sam's transition to the United States for college and his early career. 0:12:53 - Sam's career choice to join Grant Thornton and his experiences there. 0:14:46 - Sam's move to Atlanta and his decision to join EY over Anderson. 0:16:28 - Overview of GrowthXel's consulting services for CFOs, including optimization and interim services. 0:24:40 - Discussion on the importance of culture in the finance department and how CFOs can foster a positive culture. 0:28:33 - Exploration of the evolving role of the new CFO and the importance of curiosity in the role. Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training center and CFO Digital To...

#195 How to Navigate Leadership with Catherine Clark, GrowCFO Mentor https://open.spotify.com/episode/08NTBddAgyn0WWqkJgKSy8 Catherine Clark, a seasoned GrowCFO mentor, joins Kevin Appleby to delve into the critical role of emotional intelligence in leadership. They explore how self-awareness is the foundation upon which successful leaders build their careers. By understanding their own emotions and triggers, leaders can better manage their responses and interactions with others. Catherine and Kevin emphasize that adaptability in communication styles is essential for fostering an inclusive and productive work environment, enabling leaders to connect more effectively with their teams and stakeholders. The conversation also highlights the resilience required for leaders to navigate the inevitable challenges and setbacks they encounter. Catherine shares her experiences and strategies for maintaining composure and focus during turbulent times, underscoring the importance of aligning personal values and beliefs with the responsibilities of a Chief Financial Officer (CFO). By staying true to their core principles, finance leaders can make decisions that are not only strategic but also ethical, thereby earning the trust and respect of their colleagues and subordinates. Key takeaways from this episode include the vital importance of self-awareness in leadership, the power of having a clear vision, and the impact of empowering others to achieve collective success. Catherine argues that effective CFOs and finance professionals should continuously develop these attributes to lead with confidence and authenticity. By doing so, they can inspire their teams, drive organizational growth, and foster a culture of collaboration and innovation. Key topics covered include: The difference between managers and leaders, and how finance professionals can develop leadership skills beyond just managing a team. The importance of self-awareness, understanding your values and beliefs, and choosing the right environment to thrive as a leader. Navigating organizational culture and the challenges of trying to change it as a leader. Developing leadership qualities like personal power, effective communication, and overcoming task overwhelm. The role of emotional intelligence, resilience, and self-care in leadership. Change management and adapting communication styles to different stakeholders. The value of making time for personal recovery and growth as a leader. https://youtu.be/G7_QdVCvyrc Links Catherine Clark on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 - Introduction and discussion of the difference between managers and leaders 0:01:24 - Importance of self-awareness and choosing the right environment to lead 0:02:27 - Navigating organizational culture and the challenges of changing it 0:03:52 - Developing leadership qualities like personal power and communication 0:07:09 - The role of emotional intelligence and resilience in leadership 0:13:32 - Overcoming task overwhelm and delegating as a leader 0:16:41 - Additional characteristics of great leaders 0:24:36 - The importance of resilience and personal recovery for leaders Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Information Technology Asset Management Information Technology Asset Management is the practice dedicated to saving money on outdated or duplicate software licenses. You might have a saving of 30% buried in your company. Who can dig out that saving? Our guest Jeremy Boerger. Summary of the Podcast Introductions and small talk The participants, Jeremy Boerger, Kevin Appleby, and Graham Arrowsmith, engage in some initial small talk about locations, conferences, and sports teams. They establish that Jeremy is an expert in IT asset management based in Cincinnati, Ohio. The value of Information technology asset management Jeremy explains that his specialty is hardware and software asset management. His aim is to reduce the total cost of operating a company's IT infrastructure. He cites a Gartner study estimating that companies can save 28-32% on their IT budgets by implementing proper asset management practices. Case study: Saving a hospital $1.5 million Jeremy shares a case study of a hospital that was able to reduce its Office 365 software license costs. He saved them a staggering $1.5 million over 3 years by closely analysing usage and optimising their license agreements. The shift to subscription-based software The discussion turns to the challenges of managing subscription-based software. Companies often continue paying for unused or redundant tools. Kevin and Jeremy discuss the tendency for companies to be hesitant to review and optimise their software portfolios. Applying AI and automation to asset management Jeremy suggests that asset management teams should leverage AI. He also recommends using data analytics to become a "digital twin" of the computing environment. This automatically monitors usage patterns and identifies optimisation opportunities. Recap and next steps The participants wrap up the discussion, with Graham expressing interest in having Jeremy provide consulting services. Jeremy provides his contact information. He offers to provide free consulting to help companies get started on optimising their software costs. Clips from the Podcast Reducing the Cost of Operation https://thenext100days.org/wp-content/uploads/2024/07/Jeremy-Boerger-Basics.mp4   2016 Study by Gartner https://thenext100days.org/wp-content/uploads/2024/07/Jeremy-Boerger-2016-Gartner-Study.mp4   Hospital Saves a Wing's Worth https://thenext100days.org/wp-content/uploads/2024/07/Jeremy-Boaerger-Saves-a-Hospital.mp4   Testimonial from Jeremy Boerger https://thenext100days.org/wp-content/uploads/2024/07/Jeremy-Boerger-ITAM-Testimonial.mp4   Other Related Podcasts: https://thenext100days.org/432-martin-rides-data-software https://thenext100days.org/420-david-oates-yavica   The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham is "The High Net Worth Data Guy" who founded Finely Fettled to help business owners and marketers market to affluent and high-net-worth customers.  Now get all-inclusive affluent direct mail campaigns combining A lister copy, design, print and postage for £599+vat, without the DIY hassle. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

#194 How Mozilla turns a profit and protects privacy with Eric Muhlheim https://open.spotify.com/episode/49z24QIGonruC0zt4g1lhC In this podcast episode, Eric Muhlheim, CFO, Mozilla, joins Kevin Appleby to provide a wealth of insights about the significance of being a thought partner to leadership, a role that transcends traditional financial oversight to actively shape strategic decisions. Their conversation shed light on navigating the journey to the CFO role, highlighting the crucial interplay between finance and accounting. They underscored the importance of maintaining a delicate balance between profitability and sustainability, particularly in multi-product companies where diverse revenue streams must be managed cohesively. A focal point of their discussion was the value of storytelling in the CFO role. Appleby and Muhlheim emphasized how effective communication and a holistic perspective are key to articulating financial strategies and fostering alignment within the organization. They explored how a CFO must not only crunch numbers but also weave compelling narratives that resonate with various stakeholders, ensuring that financial goals support the broader mission and values of the company. This approach helps in building trust and driving informed decision-making across all levels of the business. Furthermore, the conversation highlighted Mozilla's unique business model, with a specific emphasis on open source AI and the transparency required in AI development. Muhlheim discussed how Mozilla's commitment to openness and ethical practices in technology sets it apart in the industry. He emphasized the importance of transparency, not just as a corporate value, but as a fundamental principle in developing trustworthy AI solutions. By advocating for open source AI, Mozilla aims to foster innovation while ensuring accountability, thus contributing to a more equitable and transparent technological future. Key topics covered include: Eric's career path from Disney to Mozilla as CFO, highlighting his entrepreneurial experiences and technology focus. Mozilla's unique business model as a hybrid of a for-profit and nonprofit company, relying on partnerships and search revenue to fund its mission of keeping the internet free and open. Mozilla's strategies for revenue diversification, including privacy-preserving advertising, affiliate marketing, and direct-to-consumer products like VPNs and privacy tools. Eric's approach to budgeting, cost management, and financial decision-making at Mozilla, balancing sustainability and profitability with the company's nonprofit mission. Mozilla's focus on open-source AI development to ensure transparency and accountability, and the potential risks of AI being trusted too much. Eric's personal interests, including home brewing beer, and the parallels between his CFO role and his hobbies. https://www.youtube.com/watch?v=D0Apku1v0QQ Links Eric Muhlheim on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:10 - Introduction of Eric Muhlheim, CFO of Mozilla 0:00:40 - Eric Muhlheim's career path from Morgan Stanley to Disney and beyond 0:06:17 - Explanation of Mozilla's business model and revenue sources 0:09:02 - Mozilla's strategies for revenue diversification 0:12:11 - Mozilla's focus on privacy and security features in Firefox 0:14:50 - Eric Muhlheim's approach to budgeting and cost management at Mozilla 0:20:06 - Mozilla's strategies for emerging technologies like AI 0:25:44 - Eric Muhlheim's financial goals and priorities for the next 3-5 years 0:29:09 - Eric Muhlheim's personal hobbies and interests Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way,

#193 Navigating My First Fundraise as Group CFO with Vineta Bajaj https://open.spotify.com/episode/11eo7ZWSRIHL77o1p1kWtX In this episode, we are honored to have Vineta Bajaj, the Group CFO of Rohlik Group and former executive at Ocado, as our guest. Vineta opens up about her personal and professional experiences across diverse environments, stressing the importance of owning one's space and maintaining authenticity. Her insights are not only inspiring but also provide practical advice for navigating the complexities of leadership in today's fast-paced business landscape. Kevin enriches the dialogue by addressing the unconscious biases and challenges that female founders often encounter in fundraising and business operations. Kevin underscores the significance of personal development mentors like Michael Hipple, who play a crucial role in helping leaders transform challenges into opportunities. This discussion sheds light on the unique obstacles faced by women in the entrepreneurial world and offers valuable perspectives on overcoming these barriers through self-awareness and strategic thinking. In the latter part of the episode, Vineta and Kevin pivot to the specific challenges associated with sustainable growth in the competitive online grocery market. They explore the demanding responsibilities of a CFO, particularly in formulating effective communication strategies with investors during fundraising efforts. Their combined expertise provides listeners with a comprehensive understanding of balancing sustainable growth with the intricate demands of financial leadership. This episode is a must-listen for anyone looking to gain deeper insights into the multifaceted role of a CFO and the evolving dynamics of the online grocery industry. Key topics covered include: Vinita Bajaj's career journey from KPMG to becoming the Group CFO of Rowlett Group, an online grocery company in Europe The challenges of fundraising for an online grocery business in a difficult market, including Vinita's personal struggles with preparing for the fundraise Tips for identifying and selecting the right investors for a growing business The financial restructuring challenges faced by businesses in the current environment, and the importance of emotional detachment in decision-making Vinita's passion for empowering female founders and overcoming biases in the business world https://www.youtube.com/watch?v=oyBHBGqNa7s Links Vineta Bajaj on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:10 - Introduction by Kevin Appleby, highlighting GrowCFO as a platform for finance leaders. 0:40 - Vinita Bajaj expresses gratitude for being invited to the podcast. 0:46 - Vinita shares her professional background starting from her accounting degree to her experience at KPMG. 1:14 - Discusses various roles and accomplishments at Kerry Group and subsequent career transitions. 2:12 - Vinita highlights her move to the UK, joining the company Catelogue, and her journey leading to becoming Group CFO at Rowlett Group. 3:39 - She elaborates on challenges faced in the current market and how their company has managed growth. 5:38 - Describes personal and professional challenges during the fundraising process. 8:26 - Talks about preparing for meetings with investors, focusing on understanding key business metrics. 10:07 - Discusses balancing precision with the broader financial picture when dealing with investors. 11:22 - Reflects on leveraging her team more effectively during the fundraising process. 13:10 - Shares strategies for identifying and selecting the right investors with the help of external financial advisors. 15:30 - Addresses the current difficult market conditions and consolidation within the industry. 18:09 - Discusses the importance of emotional detachment when making restructuring decisions.

#192 Is Confidence Overrated? with Susana Serrano Davey https://open.spotify.com/episode/3AhymCRjlMx44VZFkFNdUu In this latest episode, Kevin Appleby is joined by Susana Serrano-Davey, a renowned speaker and expert in personal development, to delve into the pervasive issue of confidence challenges that many individuals face in both personal and professional settings. This episode is particularly insightful as it addresses the unique hurdles that women often encounter regarding confidence. Susana brings a wealth of experience and knowledge to the table, offering practical strategies to combat symptoms of low confidence, such as self-doubt and negative self-talk. She emphasizes the critical role that body language, voice modulation, and choice of words play in projecting confidence and credibility, especially in virtual communication environments which are becoming increasingly prevalent. Throughout their discussion, Kevin and Susana share actionable tips for improving one's virtual communication skills. They highlight the significance of maintaining eye contact, even through a camera, and using appropriate gestures to reinforce messages. Additionally, they discuss techniques for recomposing emails to ensure they convey confidence and professionalism. Key topics covered include: Confidence challenges, particularly among women in the workplace Susana Serrano-Davey's personal experiences with lacking confidence and overcoming it Strategies for dealing with moments of low confidence, such as addressing negative self-talk and body language Improving confidence in virtual meetings through preparation and self-reflection Building confidence and self-awareness through tools like journaling and strengths-based assessments The importance of self-acceptance and a balanced self-assessment in overcoming confidence challenges https://www.youtube.com/watch?v=xrfgot--il4&t=15s Links Susana Serrano-Davey on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00 - 0:11: Introduction to GrowCFO 0:11 - 0:41: Welcome and introduction of Susanna Serrano-Davey 0:41 - 2:21: Susanna's personal example about confidence 2:21 - 3:29: Discussion on the perception of confidence 3:29 - 4:57: Confidence challenges in both men and women 4:57 - 7:28: Dealing with lack of confidence and being brave 7:28 - 8:06: Mention of Katherine Clark and "Feel the Fear and Do It Anyway" 8:06 - 9:07: Symptoms of lack of confidence 9:07 - 11:01: Language and body language as symptoms 11:01 - 12:19: Addressing symptoms through body language and voice 12:19 - 13:26: Online meetings and confidence tips 13:26 - 14:52: Using podcasting to improve speaking confidence 14:52 - 15:56: Preparation and improvisation 15:56 - 17:08: Neuroplasticity and positive thinking 17:08 - 19:00: Personal reflection and balanced confidence Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

In this episode of Building the Premier Accounting firm, host Roger Knecht interviews chartered accountant and COO Kevin Appleby to explore his journey from traditional accounting roles to strategic advisory positions. They delve into the changing landscape of the CFO's responsibilities and the future of accounting in the age of automation and AI. Key Discussion Points: The New Path for Many Accounting Professionals: Kevin recounts his transition from traditional accounting roles to industry positions at companies like ICI and PwC. Roger and Kevin discuss his experience and insights gained from podcasting and sharing industry knowledge. The Evolving Role of CFOs: The hosts explore the shift from traditional financial tasks to providing strategic advisory services in today's accounting world. Roger and Kevin highlight key competencies needed to work with clients: cash flow management, fundraising, and business strategy. Mentoring, Consulting, Advising, and Coaching: Kevin shares what he's learned from taking on different roles within the accounting industry. Roger emphasizes the importance of managing client expectations effectively. Future Trends in Accounting: The hosts explore how increased automation has and will impact accounting practices. Roger and Kevin wonder how large a role AI will take in interpreting financial data and providing actionable insights. Advice for Accountants Transitioning to Advisory Roles: Kevin recommends strategies for data analysis and delivering insights that drive business decisions. The importance of detailed cost analysis and product performance evaluation is discussed. Preparing for Emerging Technologies: Understanding and leveraging new technologies to stay ahead. Preparing for future challenges in the accounting profession. Effective Storytelling for Client Communication: Using storytelling techniques to convey complex financial information clearly and compellingly. Conclusion: Kevin Appleby's discussion provides valuable insights for accountants looking to evolve their roles and embrace the future of the profession. By focusing on strategic advisory services and understanding emerging technologies, accountants can better serve their clients and drive business success.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join GrowCFO as a free member http://www.growcfo.net   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

#191 Rebuilding value after an administration with Oliver Lee https://open.spotify.com/episode/4kj5iP83OcB12YfnrfDHqh Oliver Lee, the CFO at Flash Pack, sits down with Kevin Appleby to discuss his career journey and the challenges of leading a travel start-up through the COVID-19 pandemic. The discussion begins with Oliver's background in public accounting and a previous start-up role that did not unfold as planned. Oliver recounts Flash Pack's impressive growth trajectory prior to the pandemic, scaling from inception to over $20 million in revenue within a few years. However, the onset of COVID-19 necessitated a shift to "survival mode," entailing cost reductions and staff furloughs as bookings plummeted. The company ultimately entered administration in 2020, but the founders managed to repurchase the assets and relaunch the business in late 2021. The conversation highlights the strategies employed by Oliver and his team to rebuild Flash Pack, with an emphasis on maintaining strong supplier relationships through transparency and communication. This approach successfully re-engaged 95% of their suppliers post-administration. Oliver underscores the critical importance of securing funding, noting that an institutional investor's capital injection was essential for the company's relaunch and growth. The management team's proven track record and reputation were pivotal in attracting this investment despite the challenges faced. As the business transitioned from "wartime CFO" to a growth-focused "peacetime" strategy, Oliver discusses overcoming excessive risk aversion and embracing calculated risks to propel the company forward. Looking ahead, the episode explores substantial expansion opportunities, particularly in the US market, while addressing the scaling challenges such as investing in talent and building the necessary organizational structure to support growth. Key topics covered include: Oliver Lee's career progression and challenges in the start-up world, including his experience as CFO at Flash Pack. How Flash Pack, a solo travel company, adapted to market changes and survived the COVID-19 crisis. The strategies used to rebuild the business after going into administration, with a focus on maintaining supplier relationships. The importance of funding, management team reputation, and calculated risk-taking in driving growth for a start-up. The transition from "wartime CFO" to "peacetime CFO" and the mindset shift required to focus on growth strategies. Opportunities for expansion, particularly in the US market, and the scaling challenges faced by the business. The role of people and talent management in driving the company's growth and success. https://www.youtube.com/watch?v=0rZ99mND7fc Links Oliver Lee on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 - Introduction of Kevin Appleby and Oliver Lee 0:00:36 - Oliver Lee's background and career history 0:01:32 - Oliver Lee's role at Flash Pack and the impact of COVID-19 0:03:02 - Description of Flash Pack's business model and target market 0:05:12 - Challenges faced by the business during the COVID-19 pandemic 0:09:01 - The process of buying back the assets of the business after administration 0:11:43 - Rebuilding the business and relaunching in November 2021 0:14:10 - Securing funding for the relaunch and growth 0:17:51 - Transitioning from "wartime CFO" to "peacetime CFO" and the mindset shift 0:24:50 - Strategies for growth and expansion, particularly in the US market 0:32:35 - Lessons learned about people and talent management 0:35:38 - Oliver Lee's vision for the future and scaling the business Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others.

#190 Developing the next generation of leaders with Dan Silberberg Leadership development is crucial in today's rapidly changing business landscape. Guest speaker Dan Silberberg, CEO and Founder of ENTELECHY.Al, a premier provider of customized leadership development programs, joined host Kevin Appleby for the discussion. Silberberg, a highly experienced executive with a proven track record of transforming operations across multiple industries, outlined the evolving demands placed on leadership. They noted the shift from the hierarchical structures prevalent in the 20th century workplace to today's emphasis on adaptability and holistic strategic thinking. They stressed the importance for executives to thoroughly understand their strengths, leadership style, and potential areas for growth through self-reflection. This allows individuals to maximize performance and overcome challenges. Innovative approaches to stimulate organizational development were also presented. They explored how entering new product categories can drive growth in consumer industries. Artificial intelligence was framed as a competitive differentiator when integrated into core functions like decision-making, productivity enhancement, and risk management. Younger, growth-oriented companies were advised by Silberberg to experiment through prudent risk-taking to sustain innovation momentum. With technological change accelerating rapidly, they emphasized the value executives place on questioning assumptions with an open mindset. The role of the CFO in prioritizing AI initiatives and collaborating across organizations for staff training was also a prominent topic. Key topics covered include: Differences between 20th century and 21st century leadership, with a focus on developing adaptability and holistic thinking.  Challenges of leadership in a rapidly changing world, and the importance of relationships over hierarchy.  Personal growth and leadership development through self-awareness and storytelling.  Unleashing personal genius and innovating to drive business growth.  Leveraging AI for competitive advantage, and how CFOs can prioritize AI adoption for decision making, productivity, and risk mitigation.  Thinking differently and embracing failure to stay innovative, especially for faster-growing companies.  https://www.youtube.com/watch?v=N0PUYH7z9gA Links Dan Silberberg on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 Introduction 0:00:40 Speaker 1 introduces themselves 0:02:39 Discussion on 20th century vs 21st century leadership   0:10:21 Discussion on different leadership styles 0:11:00 Attributes of a next generation leader 0:13:19 Unleashing personal genius and identity 0:17:32 Identifying and using personal genius 0:21:00 Example of innovating in consumer products industry 0:23:52 Leveraging AI for competitive advantage 0:28:05 Adopting AI and challenges of keeping up with innovation 0:32:55 Importance of thinking differently 0:33:30 Summary and closing remarks Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favourite podcast app. The GrowCFO show is listed in the Apple podcast directory, Google Podcasts, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training centre and CFO Digital Toolkit. You can enrol in our flagship Future CFO or Finance Leader programmes here. You can find out more and join today at growcfo.net

Kevin Appleby and Rachel Anevski discuss the importance of collaboration between the CFO and HR departments for organizational development and infrastructure. Rachel emphasizes the crucial role of HR in providing fractional human resource executives to support business growth. They also cover the roles of CFOs and CHROs in managing people and payroll, emphasizing the need for a separate role to handle these aspects of the business. They also discuss the urgent need for finance teams to adapt to digital transformation, AI, and an aging workforce, highlighting the importance of reskilling and upskilling the finance team to remain competitive. Key topics covered include: The roles of the CFO and CHRO, and how they should collaborate on areas like culture, recruitment, retention, and people management strategies. How fractional CHROs can help reduce the workload on CFOs by taking over tasks like payroll administration and providing strategic HR insights.   The impact of finance transformation and AI on the finance team, and the need to upskill/reshape teams through collaboration between CFOs and CHROs. Challenges in retaining and recruiting talent for the finance industry due to a lack of cultural alignment, perceptions of the industry, and insufficient investment in retraining and developing employees. Potential tensions between CFOs and CHROs due to CFOs' focus on control and segregation of duties versus CHROs' partnership approach. https://www.youtube.com/watch?v=DWGVDxWS_RU Links Rachel Anevski on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00-0:03:11 - Introduction and speaker backgrounds 0:03:11-0:06:11 - CFO's role in managing people and potential issues 0:06:11-0:09:18 - How CFOs and CHROs should collaborate and fractional CHRO benefits 0:09:18-0:11:57 - Impact of finance transformation on finance teams 0:11:57-0:14:32 - Aging workforce challenges in finance and potential for retraining 0:14:32-0:16:46 - Recruitment and retention issues for the finance industry 0:16:46-0:21:23 - Reasons for high turnover rates and negative perceptions of finance careers 0:21:23-0:25:14 - Importance of investing in employee development 0:25:14-0:28:57 - Potential tensions between CFO and CHRO roles due to mindsets 0:28:57-0:30:06 - Importance of CFO-CHRO collaboration Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favourite podcast app. The GrowCFO show is listed in the Apple podcast directory, Google Podcasts, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training centre and CFO Digital Toolkit. You can enrol in our flagship Future CFO or Finance Leader programmes here. You can find out more and join today at growcfo.net

Kevin Appleby and Lee share their insights on navigating the sales world, emphasizing the importance of listening, enthusiasm, and adaptability. They discuss their career paths and the value of relating to customers and understanding their needs. The conversation also covers the evolution of invoicing from traditional methods to digitalization, the importance of standardizing business processes to streamline operations, and the potential for cost savings and improved cash flow through technology and strategic partnerships. Key topics covered include: Lee's career journey from art school to sales, and what he learned about listening being more important than talking.   The evolution of invoicing from paper to digital formats, and the challenges this created for managing multiple data and delivery requirements from buyers. How integrating accounts payable and receivable can streamline invoice processing and create synergies.   Corcentric's unique order-to-cash solution that combines people, process, technology and funding to guarantee a DSO result. Insights from CFO roundtables on the changing CFO role, priorities, pain points and challenges of managing teams and stakeholders. Whether automation and AI will truly displace large numbers of finance jobs, or simply enhance productivity by automating manual tasks. https://youtu.be/JGKwr0RM5NI Links Lee Allen on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:11 - Introduction and guest introduction 0:00:49 - Lee discusses his career journey from art school to sales   0:10:15 - Evolution of invoicing and challenges of digital transformation 0:11:50 - Integrating accounts payable and receivable   0:13:11 - Corecentric's unique order-to-cash solution 0:19:20 - Shared services and outsourcing accounting processes 0:25:40 - Insights from CFO roundtables on challenges and pain points  0:31:55 - Changing CFO role, technology challenges and people management 0:35:55 - Impact of AI on finance roles and automation of tasks Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favourite podcast app. The GrowCFO show is listed in the Apple podcast directory, Google Podcasts, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training centre and CFO Digital Toolkit. You can enrol in our flagship Future CFO or Finance Leader programmes here. You can find out more and join today at growcfo.net

90 Minute Books Stuart's marketing and operational experience helped take 90-Minute Books from idea to an organisation that has helped over 800 business owners and entrepreneurs create their greatest lead generation tool. And in this episode of The Next 100 Days, he unpicks how everything works and why you should consider writing your own 90 Minute Book. Stuart and Graham are both MeclabsAI Guild members. What is even more exciting is Stuart's partner in 90 Minute Books is the one and only Dean Jackson, a world renowned marketing expert. Come across a landing page? Or the 9-word email? Yep, Dean was the inspiration for both. Summary of the Podcast Before We Got Started The participants, Stuart Bell, Kevin Appleby, and Graham Arrowsmith, engage in some casual conversation. They banter about British accents, the Queen, and changes to British currency and culture. Discussing the 90 Minute Books concept Graham introduces Stuart Bell, who explains his "90 Minute Books" concept. Stuart helps business owners create a valuable, conversation-starting book in just 90 minutes of recorded content. The 8-step framework focuses on identifying the target audience, crafting an attention-grabbing title, and including a clear call-to-action. Pricing and delivery options Stuart discusses the pricing model for the 90-minute books service. Prices range from $3,000 to $6,000 depending on the level of customisation and support needed. He explains the benefits of providing both digital and physical book copies. These books can be used as lead generation and relationship-building tools. Comparison to traditional publishing Stuart contrasts the 90-minute books approach with traditional book publishing, With Stuart, the goal is to create a conversation-starting tool rather than a lengthy, academic work. He emphasises the importance of maintaining the author's natural voice and tone throughout the book. Synergies with Meclabs AI  Stuart discusses the connection between his book concept and the MeclabsAI framework. MeclabsAI focuses on a sequential "micro-yes" approach to lead generation. He explains how the two methodologies complement each other in creating effective marketing tools. Potential for voice integration The group discusses the potential for integrating AI-generated voice technology to create audiobooks This offers a further way to enhance personal connection with the audience. Clips from the 90 Minute Books Podcast The Kings English https://thenext100days.org/wp-content/uploads/2024/06/Stuart-Bell-Kings-English.mp4   90 Minutes Explained https://thenext100days.org/wp-content/uploads/2024/06/Stuart-Bell-90-Minutes-Explained.mp4   My Damn Toe Hurts - Single Target Market https://thenext100days.org/wp-content/uploads/2024/06/Stuart-Bell-My-Damn-Toe-Hurts.mp4   A Conversation Starter https://thenext100days.org/wp-content/uploads/2024/06/Stuart-Bell-Conversation-Starter.mp4   A High Net Worth Shock n Awe Package Strategy https://thenext100days.org/wp-content/uploads/2024/06/Stuart-Bell-HNW-Strategy.mp4 Testimonial from Stuart Bell https://thenext100days.org/wp-content/uploads/2024/06/Stuart-Bell-Testimonial.mp4   The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham is "The High Net Worth Data Guy" who founded Finely Fettled to help business owners and marketers market to affluent and high-net-worth customers.  Now get all-inclusive affluent direct mail campaigns combining A lister copy, design, print and postage for £599+vat, without the DIY hassle. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

The AI Update Current statistics show that around 48% of entrepreneurs, businesses and experts are using AI in their work flows now. Kevin and Graham share their own involvement and speculate on the future uses of AI in their own businesses. Summary of the Podcast Introductions and Podcast Overview Kevin and Graham discussed the hype around AI and how it's changing their work. Both co-hosts are now in their 60s, so how are they faring exploring new tools to boost their skills and businesses? AI tools for research and writing Kevin shared how he uses Poe to boost research and writing. He explained the dispensing of a ghostwriter. Poe helps Kevin produce AI summaries and drafts that save time and improve output. Copywriting and marketing AI with BNSN Graham detailed BNSN / Benson's trained models that emulate top copywriters. BNSN helps Graham by improving his copywriting to the A-lister level. Cloning is a particular strength. With cloning, you can take an email from someone like Dan Kennedy... Then you apply a client's blueprint (based on the client's identity, offer, and ideal client)—hey presto, you get a brilliant piece of copy that is almost totally unique. After that, if you want to make the copy more "corporate/less hype" you can apply refiners to ape your tone of voice. Website optimisation with MeclabsAI  Graham also detailed how MeclabsAI analyses websites. There are various apps built into MeclabsAI that can do this. They are like marketing experts or professors. See What it makes of Kevin's GrowCFO website... Book creation with Designrr Graham stunned Kevin by automating a 44-page book in under 60 minutes for his son's business He used Designrr's templates, all done despite limited experience with the tool. And here's that 44-page book... Defending-the-digital-realm-a-chief-information-security-officers-guide-to-cyber-security_Selected Cyber - April 2024 Proofreading and editing with Grammarly Kevin recommended Grammarly's paid version for its AI editing. It goes beyond spelling to maximise readability. Kevin says it has improved his own writing through its detailed suggestions. Future directions of AI Both saw AI delaying retirement to optimise potential income from applying AI. Kevin spoke about cutting research time, He was an advocate of Microsoft CoPilot which integrates AI directly into common programs to boost productivity. Clips from the Podcast AI Elevates Graham's Copywriting Offer https://thenext100days.org/wp-content/uploads/2024/04/Kevin-Graham-BNSN.mp4   Headlines https://thenext100days.org/wp-content/uploads/2024/04/Kevin-Graham-Headlines.mp4   Poe https://thenext100days.org/wp-content/uploads/2024/04/Kevin-Graham-Poe.mp4   Using Designrr to Write a Book For Selected Cyber https://thenext100days.org/wp-content/uploads/2024/04/Kevin-Graham-A-book-Written-Under-an-Hour.mp4   The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham is "The High Net Worth Data Guy" who founded Finely Fettled to help business owners and marketers market to affluent and high-net-worth customers.  Now get all-inclusive affluent direct mail campaigns combining A lister copy, design, print and postage for £599+vat, without the DIY hassle. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com  

2024 Preview In a hard hitting, opinion rich episode, Kevin and Graham present this 2024 Preview. What do you think will impact 2024? Some big things are happening in the US and here in the UK. Summary of the Podcast Introduction Graham and Kevin catch up after some time, expressing care for each other's wellbeing and families while acknowledging current health issues. Both Kevin and Graham have been suffering from a long running cold. But, was it Covid Mark 2? Discussion of 2024 predictions and politics Graham outlines political and social issues that could impact 2024 like US elections. Kevin stressed the weaponisation of legal systems, and unrest over identity policies. Kevin critiques overreach and hopes for balanced, ethical governance. Graham just wants to rid the world of woke, identity politics. 2024 Preview of the economy and investment opportunities Kevin is optimistic declining inflation and interest rates may boost markets and innovation in carbon reduction. Graham invests and debates climate policy impacts, urging pragmatic, inclusive solutions over alarmism. Impact of artificial intelligence and automation  They agree AI will transform most jobs within a decade. However, many positions will be retained because they add value. Tesla is discussed as a model for leveraging AI. Risks of unconstrained systems are raised. Share tip (at your own risk): UiPath Football and the future of the sport  Graham passionately defends the integrity of competition over money interests, like proposed super leagues. Kevin hopes Newcastle and Leeds thrive while lamenting the scarcity of local rivalry games. Here's a statement (21 Dec 23 - Premier League) 2024 Preview of Health issues, relationships, and personal priorities Both resolve to improve health, social engagement and family bonds in the new year. Vaccination stances are respectfully debated. Graham mistrusts Big Pharma. Clips from the Podcast US & UK Elections in 2024 https://thenext100days.org/wp-content/uploads/2023/12/Kevin-Graham-US-UK-Elections.mp4 Economy & EVs https://thenext100days.org/wp-content/uploads/2023/12/Kevin-Graham-Economy.mp4 More High Net Worth Individuals in the UK https://thenext100days.org/wp-content/uploads/2023/12/Kevin-Graham-More-HNW-Individuals-in-the-UK.mp4 British Airways - Complaints Process Radically Shortened Using AI https://thenext100days.org/wp-content/uploads/2023/12/Kevin-Graham-BA-use-of-AI.mp4 Will AI and Tesla Spell the End of Taxi Drivers? https://thenext100days.org/wp-content/uploads/2023/12/Kevin-Graham-Tesla-The-End-of-Taxis.mp4 Love at First Sight https://thenext100days.org/wp-content/uploads/2023/12/Kevin-Graham-Love-at-First-Sight.mp4   The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled to help business owners and marketers who want to market to affluent and high-net-worth customers.  With the vast majority of investors having no exposure to alternative investments his new website https://investmentalternative.co.uk brings opportunities to the attention of investors. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Hour 1 of The Drew Mariani Show for 1-5-24 Drew's News Roundup Drew is joined by Kevin Appleby to discuss the latest on the immigration issue Peter Grandich shares his insights on the economy

Today's podcast is a guest interview I did on The Next 100 Days Podcast with Graham Arrowsmith and Kevin Appleby. During this interview I discuss my journey from corporate sale to real estate and then transitioning into podcasting and coaching. I hope you enjoy it. Want To Quit Your Job And Become The CEO of Your Own Business in 2024? Schedule A Free Intro Call Join W2 Prison Break Nation Follow Me: IG @coachbrianoneill Tiktok @coachbrianoneill YouTube @w2prisonbreak LinkedIn LINKS TO OUR PARTNERS: Grab Brian's Recommended Mic on Amazon Get Your Business Entity Started the Right Way with Prime Corporate Services Learn How to Get all the Money You Need to Fund Your Business with Fund & Grow Learn What Brian's Favorite Book is on Amazon

Writefully Neil Sheth is the founder and CEO of Writefully and is this week's guest on The Next 100 Days Podcast. His business helps thought leaders with well-constructed words that make their content and strategy pop. Summary of the Podcast Background Neil discussed his struggles with launching a business and the challenges of finding a marketing agency that understood his specific needs. Eventually Neil built his own marketing skills and launched an SEO agency. Later this evolved into Writefully, a company focused on helping businesses with positioning, messaging, and crafting a though-leadership voice. Thought Leadership Graham, Neil, and Kevin discussed the importance of effectively communicating ideas and turning technical abilities into digestible content. They also touched on the topic of thought leadership and the need to craft clear positioning and messaging to establish a strong brand presence. Grammarly Neil, Graham, and Kevin discussed the importance of tone of voice in communication and the need to simplify language for effective communication. They also mentioned using tools like Grammarly for writing assistance and keyword research tools for SEO content. Graham, Neil, and Kevin discussed Writefully's use of various tools like Grammarly, SEMrush, and copyscape for content creation and editing. They also mentioned the importance of understanding the audience's needs and validating new products or services. Capture Your Thoughts Graham and Neil discussed the idea of using an app to generate written content based on spoken thoughts and ideas quickly. Neil planned to have the app create a first draft, which a human team could then edit to refine the message and ensure quality. It is important to capture clients' unstructured thoughts to create more comprehensive briefs. Content Creation They also emphasised the need for efficiency in the content creation process and the value of learning from past mistakes. Not least the challenge of creating diverse content and the potential solution of involving people from different cultures and perspectives. They also debated the idea of narrowing down the target audience to a specific vertical to avoid being too generic. Ask Clever Questions Neil and Graham discussed the challenges of turning unstructured thoughts into structured ones. In particular, the importance of asking clever questions to extract valuable insights. They also talked about the need to find early adopters and have conversations to gain traction for their tech startup. New App Neil, Graham, and Kevin had a conversation about Neil's app and its potential impact. They discussed the benefits of the app, the need for immediate access to ideas, and the value of deep conversations in solving problems. Clips from the Podcast An Off the Cuff Introduction http://thenext100days.org/wp-content/uploads/2023/11/Neil-Sheth-Off-the-cuff-intro.mp4 Sometimes Marketing Agencies Just Don't Get It! http://thenext100days.org/wp-content/uploads/2023/11/Neil-Sheth-Marketing-Agencies.mp4 Elixir - a guaranteed potion to induce love! http://thenext100days.org/wp-content/uploads/2023/11/Neil-Sheth-Elixir.mp4 What Sort of Tools http://thenext100days.org/wp-content/uploads/2023/11/Neil-Sheth-What-Tools.mp4 Voice Notes http://thenext100days.org/wp-content/uploads/2023/11/Neil-Sheth-Voice-Notes.mp4 Testimonial http://thenext100days.org/wp-content/uploads/2023/11/Neil-Sheth-Testimonial.mp4 The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help business owners and marketers who want to market to affluent and high-net-worth customers.  With the vast majority of investors having no exposure to alternative investments his new website https://investmentalternative.co.uk brings opportunities to the attention of investors. Find Graham on LinkedIn. Kevin Appleby

No matter what services or products you provide for your customers, it's really the employees that make up your company's greatest assets. Our guest, Kevin Appleby, a financial expert from GrowCFO, stresses the importance of viewing employees as appreciating assets.

Strategy for Coaches Jason Van Orden provides strategy for coaches and consultants. He is also the reason why Kevin Appleby and Graham Arrowsmith decided to start The Next 100 Days Podcast. He is our very special guest for the 400th episode of The Next 100 Days Podcast. Summary of Podcast What Jason is Doing Now Jason's current focus is to provide strategy to coaches and consultants. This helps them unlock their next level of income and impact by shifting their business models and creating one-to-many offers. Narrow Your Audience Jason and Graham discuss the importance of narrowing down their ideal client base. This helps to focus on delivering specific outcomes in order to increase coaches and consultant capacity to provide value. But, there is resistance to this mindset shift. That's where Jason steps in. With effective marketing systems to attract the right clients. Signature Process They also mention the importance of customer discovery and developing a signature process to guide clients towards their goals. Jason and Graham discussed the benefits of formalising a signature process for their businesses, which would allow them to brand themselves and attract more clients. They also addressed concerns about potential competition among clients. A supportive group dynamic can actually enhance the learning experience and provide validation for everyone involved. Different Models of Business Graham, Jason, and Kevin discussed different models of business and the benefits of bringing people together in groups or cohorts. Jason shared his approach of combining various models to create a customised offer. He teaches his clients how to replicate and adapt the model for their own businesses. Internet Business Mastery Jason shares his transition from running Internet Business Mastery to teaching and supporting people in a more interactive and connected way. Despite the success and audience of Internet Business Mastery, Jason made the decision to walk away from it. This decision was made so he could pursue new challenges and avoid the noise and exaggerated claims of the online business market. Leveraging Your Unique Abilities Graham and Jason discussed the importance of identifying and leveraging one's unique abilities and approach in order to stand out in their respective fields. They discussed narrowing down and owning a specific space or expertise to attract clients and provide exceptional value. Done for you OR Done with you? Jason, Graham, and Kevin discussed different business models and strategies, including the "done for you" and "done with you" approaches. They also talked about the importance of remarkability and finding unique solutions to help clients overcome past failures and move forward. Jason, Graham, and Kevin discussed the concept of the Remarkability Factor and how it can help people overcome their ingrained beliefs and find a different approach to achieve their goals. For More on Jason's Remarkability Factor - go here: https://jasonvanorden.com/remarkability-factor/ Clips of the Podcast Serve Many or the Few? http://thenext100days.org/wp-content/uploads/2023/08/Jason-Van-Orden-Many-or-Few.mp4 Mindset Strategy for Coaches http://thenext100days.org/wp-content/uploads/2023/08/Jason-Van-Orden-Mindset.mp4 What Do Coaches Want? - Signature Process http://thenext100days.org/wp-content/uploads/2023/08/Jason-Van-Orden-Signature-Process.mp4 Contact Jason Van Orden BOOK A FREE CLARITY CALL The next step is to email Jason to let him know a bit about how he can help you. EMAIL:  jason@jasonvanorden.com Jason Van Orden left this Testimonial http://thenext100days.org/wp-content/uploads/2023/08/Jason-Van-Orden-Testimonial.mp4   The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help marketers who want to market to affluent and high-net-worth customers.

Hire Better People Ryan Englin joins Kevin Appleby and Graham Arrowsmith to discuss how to hire better people. His business is Corematters, and he hails from Nashville. Summary of the Podcast Background to Hire Better People Faster Kevin, Ryan, and Graham talked about Ryan's book and his process for helping entrepreneurs recruit people into their businesses. They also discussed the pronunciation of Ryan's surname and had a friendly banter throughout the conversation. Ryan, Graham, and Kevin discussed how Ryan's business, Core Matters, helps struggling entrepreneurs and teams attract and hire great people by applying marketing strategies to the recruitment process. Why Do People Switch Jobs? Understanding why people switch jobs was discussed. Culture! Creating a positive team culture to attract the right candidates. Be a Buyer When Recruiting Graham, Ryan, and Kevin discussed the importance of building successful teams and the need for employers to approach interviews as a buying process rather than a selling process. They emphasised the significance of focusing on culture fit and behaviour rather than just skills when evaluating candidates. Interview in a Natural Environment for the Role Interview candidates in their natural environment to assess their behaviour and fit within the company culture. Observe how candidates think, take care of tools, and handle challenges rather than solely focusing on technical skills. Ryan discussed how smaller companies focused on being intentional about their culture rather than trying to change it. He also explained that traditional staffing agencies and recruiters often fail to understand the importance of culture in attracting and retaining good people. The New Book "Hire Better People Faster" Ryan and Graham discussed Ryan's book "Higher Better People Faster" (get the book here: https://www.hirebetterpeoplefaster.com ), which outlines their core fit hiring system and how to implement it effectively. They also talked about the importance of employee referral programs. Create a successful one without offering monetary rewards. Effective Communication Graham, Ryan, and Kevin discussed the challenges of recruiting employees and the importance of effective communication in attracting the right candidates. They also emphasised the need for marketing campaigns and training programs to address the future workforce needs in industries like trades. Ryan, Graham, and Kevin discussed their motivations for writing a book to help entrepreneurs achieve their goals and build effective teams. Fathom Ryan was a beat tester for Fathom. They also talked about their positive experiences with Fathom, a tool that helps with note-taking and creating podcast summaries. Ryan, Graham, and Kevin discussed the potential of AI in automating tasks and content ideation for marketing materials. They also mentioned the importance of focusing on the people side of the business and the positive experience of being on the podcast. Graham, Ryan, and Kevin discussed the importance of hiring the right people and its impact on a business. They also mentioned Ryan's upcoming book, "Hire Better People Faster," which provides insights and strategies for effective recruiting. Clips from the Podcast How The Process Was Born http://thenext100days.org/wp-content/uploads/2023/09/Ryan-Englin-How-CoreMatters-Was-Started.mp4 How Does Marketing and Recruiting Fit Together? http://thenext100days.org/wp-content/uploads/2023/09/Ryan-Englin-Marketing.mp4 Typical Client Problem http://thenext100days.org/wp-content/uploads/2023/09/Ryan-Englin-Typical-Client-Problem.mp4 Recruit Interview and Onboarding - All Marketing http://thenext100days.org/wp-content/uploads/2023/09/Ryan-Englin-Marketing-Processes.mp4 Everybody Has a Culture http://thenext100days.org/wp-content/uploads/2023/09/Ryan-Englin-Everybody-Has-a-Culture.mp4

Goalkeeping Daniel Okuniewski is a goalkeeping coach. He chatted with Kevin Appleby on LinkedIn and was invited to appear on The Next 100 Days Podcast. So, did he save the day in his first-ever podcast, or was the team knocked out? Summary of Podcast Daniel's Background Daniel was the goalkeeping coach for Queens Park Rangers. He is Polish and has worked in Lithuania. Daniel left his role with QPR to pursue a full-time career in business. Off-Pitch Influence We discussed off-pitch preparation and organisation in football, connecting the club's strategy with on-pitch performance. The significance of talent development was discussed along with teamwork and the determination to succeed in achieving goals. Daniel stressed the importance of the psychological aspect in a player's performance, particularly in football. Daniel emphasised the need to understand the players' mindset and purpose. Arbejdsglaede Danish for Joyful Work Joy at work is the way to create a happy and inviting environment for players. We also discussed Daniel's career in culture change and restructuring projects and his involvement with Bliss Hotel Group. At Bliss, he helped create a seamless customer journey for a new resort hotel in Southport. Creating a positive and engaging customer experience in the hospitality industry, focusing on warm greetings surprises and exceeding expectations. High-Pressure Training to Make the Real Game Easier They also touched on the role of simplicity and preparation in high-pressure environments, using the example of a goalkeeper's decision-making process. Daniel, Kevin, and Graham discussed the importance of managing stress and making quick decisions as a goalkeeper during penalty shootouts. They also emphasised the need for mental preparation, clear thinking, and relying on practised skills to increase the chances of saving penalties. Daniel's Standout Memory The discussion revolved around Daniel's standout memory in his coaching career, where a goalkeeper expressed gratitude towards him after a game. They also discussed the challenge of creating a positive and enjoyable work environment This means emphasising the importance of finding aspects of the job that employees can like and building on that to foster happiness and productivity. Support Employee Passions Daniel, Graham, and Kevin discussed the positive impact of creating a working environment that supports employees' passions and interests. They shared examples of how investing in employees' personal development, such as funding photography courses, led to increased loyalty, creativity, and career opportunities. Daniel, Graham, and Kevin had a conversation about the importance of passion, purpose, and people in various aspects of life, including sports and business. Clips of the Podcast Football and Business http://thenext100days.org/wp-content/uploads/2023/08/Daniel-Okuniewski-Business-and-Football.mp4 Off-Pitch Purpose WHAT, WHY, WHO and WHEN http://thenext100days.org/wp-content/uploads/2023/08/Daniel-Okuniewski-Off-Pitch-Purpose.mp4 Training Based on WHO THEY ARE http://thenext100days.org/wp-content/uploads/2023/08/Daniel-Okuniewski-Who-They-Are.mp4 Arbejdsglaede http://thenext100days.org/wp-content/uploads/2023/08/Daniel-Okuniewski-Arbejdsglaede.mp4 Testimonial from Goalkeeping Coach Daniel Okunwieski http://thenext100days.org/wp-content/uploads/2023/08/Daniel-Okuniewski-Testimonial.mp4 The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help marketers who want to market to affluent and high-net-worth customers.  He is now the Host of The 2023 Alternative Investment Summit, featuring 22 providers of alternative investments. You can attend the summit for free. Get the All Access Pass to Register here: https://www.thealternativeinvestmentsummit.co.uk Kevin Appleby Kevin specialises in finance transformation and implem...

Struggling with the challenges of a new CFO role, or getting one set up?   Want to set yourself up for success from day one?   Transitioning into a CFO role can be daunting, with common hurdles and pressure points. But don't worry, we've got you covered in today's podcast!   We're chatting with Kevin Appleby, co-founder of GrowCFO, who's a guru in guiding new CFOs on their journey. He's a seasoned finance leader with a knack for helping CFOs conquer those early days in their role.   Our conversation delves into: The pressure points of a new CFO and how to increase their chance of success Tackling finance issues like cash flow like a pro Top-notch strategies to rapidly boost your functional and business acumen Navigating the art of saying 'no' How the size of your company can influence your stress levels   Don't miss this insight-packed Episode 72 of De-stress Your Business podcast!   ---   Helpful resources for today's episode:   ---   Want to learn more? Join our weekly webinar and we'll show you how to free up 15 hours per week and remove the constant stress of running a business, without slowing down growth. Visit www.airmanual.co/webinar for all the details!

Creating a Summit Aș a co-host of The Next 100 Days Podcast, it would be understandable to think he did nothing else, but quietly he's been creating a summit called The 2023 Alternative Investment Summit. Kevin Appleby had kept tabs on Graham's activities and thought it might be a good idea to share some of the learnings Graham has garnered through the process of creating a summit. Podcast Summary Kevin and Graham discussed the process of setting up a summit and the importance of providing value to the audience. Graham shared his experience of attending the Funnel Hacking Live conference in Orlando in September 22. It dawned on Graham the potential of using a summit to reverse the traditional marketing approach and attract interested participants. Creating a Summit The challenges of organising a virtual summit with multiple guest speakers. Graham had to learn many new skills. A big challenge (surprisingly) was to persuade experts in the field to participate in the summit. The Summit required a lot of effort and planning. Graham was helped by investing in Bailey Richert's Virtual Summit School training. Financial Model Graham and Kevin talked about the financial model of a summit, which involves earning revenue through affiliate commissions and introducing new clients to the speakers' products. The mainstay of income from this particular summit, will be from introducer commissions from summit registrants choosing to invest in speaker opportunities. They explored the idea of offering an all-access pass at different price levels - before the summit (£39), during the summit (£49) and after the summit (£59). The summit is helped commercially through a commitment to promote by each speaker. A Jacob's Join. Kevin mentioned the potential for sponsorship as an additional income stream in future events. Technical Aspects of Creating a Summit The importance of using ClickFunnels and its features like Backpack for affiliate commission tracking. They also mentioned the need for Vimeo for private video hosting. ActiveCampaign is being used for autoresponder emails and email marketing. Stripe is used as the payment processor for registration payments. One challenge was accurately capturing closed captions for videos. Up to a point Fathom has been very helpful in creating transcripts and closed captions. Clips from the Podcast Did you notice? As a result of an internet outage, Graham had to record this podcast by mobile phone tethering! Attraction Marketing http://thenext100days.org/wp-content/uploads/2023/06/Graham-Arrowsmith-Attraction-Marketing.mp4 Bailey Richert Contact Bailey for her Virtual Summit School here: https://baileyrichert.com/ http://thenext100days.org/wp-content/uploads/2023/06/Graham-Arrowsmith-Bailey-Richert.mp4     The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help marketers who want to market to affluent and high-net-worth customers.  He is now Host of The 2023 Alternative Investment Summit, featuring 22 providers of alternative investments. You can attend the summit for free. Register free of charge here: https://www.thealternativeinvestmentsummit.co.uk Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com  

Graphic Design Graphic design is Ana's occupation. From personal experience, she has created some excellent work, in an empathetic, driven and humble way. She seeks to deliver exactly what you are seeking. But, most of all, Anastasiia does her work in war torn Ukraine. Her podcast with Kevin Appleby and Graham Arrowsmith contains some inspirational messages. If you are seeking a good designer, then call her. If you are seeking a touch of inspiration to help you cope with stuff going on around you, listen to this podcast today! Podcast Highlights Anastasiia designed graphics for Graham's The 2023 Alternative Investment Summit, going above and beyond to create personalised and professional designs. She also discussed her passion for design and photography, as well as her ability to handle tricky tasks. Living in Ukraine Anastasiia discussed her experience living in Ukraine during the war and how it affected her life and work as a graphic designer. She also talked about her future plans to create art related to Ukraine and expressed her interest in taking on challenging clients. Building a Graphic Design Inspired Personal Brand Anastasiia discussed her passion for design and her desire to work on her personal brand through LinkedIn. She also expressed her love for traveling and exploring new cultures, and her hope to stay in Ukraine while still being able to travel. How to Pronounce Anastasiia? http://thenext100days.org/wp-content/uploads/2023/06/Anastasiia-Pronounce-her-name.mp4 Ana Wanted to Do Something Special! http://thenext100days.org/wp-content/uploads/2023/06/Anastasiia-Creating-Something-Special.mp4 Here's a Sneak Peek at Matt Footner's Designs Email design. Design for Linkedin. This is the design for Instagram Stories. Anastasiia Curiosity & Her Grandmother  http://thenext100days.org/wp-content/uploads/2023/06/Anastasiia-Curiosity.mp4 Challenging Situation in Ukraine The question about her life as it is now, in a war zone, was so well answered. So inspirational. 3 minutes of podcast gold. http://thenext100days.org/wp-content/uploads/2023/06/Anastasiia-Challenging.mp4 Anastasiia Testimonial For The Next 100 Days Podcast http://thenext100days.org/wp-content/uploads/2023/06/Anastasiia-Testimonial.mp4 The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help marketers who want to market to affluent and high-net-worth customers.  He is now Host of The 2023 Alternative Investment Summit, featuring 22 providers of alternative investments. You can attend the summit for free. Register free of charge here: https://www.thealternativeinvestmentsummit.co.uk Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Mental Health Tony Smith shared a number of emotional posts describing a mental health challenge he faced. Kevin Appleby noticed the posts, got in touch and invited him, as a long term friend of the show, to join The Next 100 Days, so we could hear him out. Tony Smith Tony, a former police officer and crisis negotiator, shared his personal experience with depression and the benefits of medication in restoring the chemical imbalance in the brain. The group discussed the importance of mental health and Tony's transition into the field. Dealing With Mental Health Tony, Kevin, and Graham discussed their experiences with dealing with stress and negative thoughts. They shared techniques such as writing down their thoughts and focusing on what they can control, and emphasized the importance of mindset and perspective. Tony, Graham, and Kevin discussed the positive response Tony received after sharing his personal journey during Mental Health Awareness Week. They also talked about the importance of not giving up in sales and letting things take their course. Getting Support The group discussed Tony's recent struggles and how he received support from friends. They also talked about the importance of being an active listener and paying attention to others' emotions. Tony discussed his experience with feeling overwhelmed and lonely as a business owner, and how he received advice to remember that "this too shall pass." The group also discussed the importance of reaching out to others and not letting worries consume you. Journaling Graham and Kevin discussed Tony's struggle with depression and shared some tips on how to cope with it, such as journaling and focusing on the positive. Clips from the Podcast Tony Got Empathy, But Things Were Changing http://thenext100days.org/wp-content/uploads/2023/06/Tony-Smith-Turning-Point.mp4 Graham Anti-Negative Technique http://thenext100days.org/wp-content/uploads/2023/06/Graham-on-Negativity.mp4 A Natural Outpouring http://thenext100days.org/wp-content/uploads/2023/06/Tony-Smith-A-Natural-Outpouring.mp4 Kevin Asks How Bad is it Anyway? http://thenext100days.org/wp-content/uploads/2023/06/Kevin-How-Bad-Is-It-Really.mp4   Tony Smith Provided This Testimonial http://thenext100days.org/wp-content/uploads/2023/06/Tony-Smith-Testimonial.mp4 The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help marketers who want to market to affluent and high-net-worth customers.  He is now the Host of The Alternative Investment Summit 2023, featuring providers of alternative investments. You can attend the summit for free. Contact Graham on LinkedIn: Visit Graham's LinkedIn Profile and by email. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com  

The 100 Days Plan The 100 Days Plan is the subject of this week's podcast. Kevin Appleby thought it was high time that we went back to basics and discussed how listeners can get stuff done in the next 100 days. So, how do you plan the next 100 days? REVEALED - Kevin's Fake Background A Summary - The 100 Days Plan Graham and Kevin discussed the concept of "the next 100 days". Especially, how it can be applied to various situations, such as starting a new job or tackling a problem. They emphasised the importance of planning and finding quick wins within the first 30 days to make a good impression. The 100 Days Plan - CFO Perspective Graham and Kevin discussed the process of a new CFO coming into a company. Kevin suggested there needs to be 3 phases: (month 1) fact-finding (month 2) blueprinting (month 3) presenting to the board for funding, and communicating plans to the team Important to have these They also touched on the importance of having the necessary skills and delegating tasks to a team. Kevin and Graham discussed the challenges of starting a new business and the importance of finding the right skills and solutions during the blueprinting phase. They also talked about the different levels of risk involved in making business decisions and how culture and values play a role in the process. 5 Important Questions to Ask Yourself Kevin and Graham discussed the importance of asking five solid questions when taking on a big project, as well as the advantages of being a smaller, more agile company. Is there a strategic fit? What's the costs and benefits? How are we going to buy it? Where's the funding coming from to do it? Can we actually deliver it? They also talked about the history of the first 100 days in office, including FDR's invention of the fireside chat. Clips from the Podcast 5 Questions HM Treasury Business Case http://thenext100days.org/wp-content/uploads/2023/06/5-Question-Business-Case-Kevin.mp4   Five Questions Revealed http://thenext100days.org/wp-content/uploads/2023/06/5-Question-Kevin-Appleby.mp4   The Next 100 Days co-hosts… Graham Arrowsmith Graham founded Finely Fettled to help marketers who want to market to affluent and high-net-worth customers.  He is now the Host of The Alternative Investment Summit 2023, featuring providers of alternative investments. You can attend the summit for free. Contact Graham on LinkedIn: Visit Graham's LinkedIn Profile and by email. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

This episode of CMSOnAir is a conversation on current migration policy issues in the United States. Kevin Appleby, Interim Executive Director for the Center for Migration Studies (CMS), and Víctor Genina, Director of Development and Policy for the Scalabrini International Migration Network (SIMN), sit down to discuss insights into these issues. SIMN is an umbrella organization established in 2007, and inspired by Saint John Baptist Scalabrini. SIMN encompasses more than 250 grassroots Scalabrini entities that serve and advocate for the dignity and rights of migrants, refugees, internally displaced people, and seafarers around the world. Prior to joining SIMN in July 2021, Víctor served as an advisor on international migration and human rights issues to the Permanent Missions of Mexico to the United Nations, both in New York and Geneva, and as an advisor to the Vice-Minister of Foreign Affairs of Mexico for Latin American Affairs. A specialist in international migration, Víctor holds degrees from El Colegio de México (COLMEX), The New School of Social Research, and the National University of Mexico (UNAM). Learn more about the Scalabrini International Migration Network: www.simn-global.org/ Learn more about the Center for Migration Studies of New York: www.cmsny.org/

Kevin Appleby, COO of Grow CFO, asks potential CFO applicants a simple question.   Okay, I  know you want to become a CFO.   But what sort of CFO do you want to become?   In fact, he explains, there are three types of CFO.   You need to know which one you will be.   The “Financier”. Specialists in startups, they excel at tackling fundraising rounds, and M&A. They often move from company to company. The “Transformational CFO”. This CFO wants big improvements in processes and in the way that the internals of the company work together. This CFO often heads several departments including finance, procurement, HR, and IT. The “Strategist” – the clear right-hand man or woman of the CEO, constantly analyzing the strategic direction of the company.   Somebody from an FP&A background fits into any of those roles depending on what they want and their strengths, argues Appleby.   But getting to know your strengths as CFO or in FP&A is crucial to achieve the most from your career. He says: “If you're strong in something and you take time to develop it, you can become fantastically good. If you weak in something, you can spend a lot of time to become mediocre.”   This is just one of the insights that Kevin Appleby has gained as he mentors top CFOs in the UK and the US as part of the fast-growing mentorship service Grow CFO. In this episode of FP&A he maps his career from audit (“I never really wanted to be an auditor”) and FP&A (“back then FP&A as a term didn't really exist”) at one-time great manufacturing company, Imperial Chemicals Chemical Industries (ICI) and as a management consultant at PwC turned mentor and consultant with Grow CFO.   This episode is essential for anyone seeking to move from finance or FP&A to the top finance position. Kevin Appleby explains to Paul.   How GrowCFO was founded and how it is identify skills launching CFOs you into the next phase of their career The core competencies of highly successful CFOs The importance of budgeting and zero-based budgeting and the increasing power of FP&A for CFOs Why the value of your business is a multiplier of the bottom line (not the top line) Why every business (not just manufacturing) must engage with activity analysis His biggest FP&A Failure His best advice for FP&A professionals   Links from the show   Grow CFO - https://www.growcfo.net/   Grow CFO Competency Framework https://www.growcfo.net/growcfo-competency-framework/   Career routes to the CFO https://www.growcfo.net/research/career-routes-to-cfo-2022-report/   Watch the full show on YouTube   Read the full transcript and blog   Follow Kevin Appleby on LinkedIn   Follow Paul Barnhurst on LinkedIn   Follow Datarails on LinkedIn   FP&A Today is brought to you by Datarails.   Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.   Get in touch at www.datarails.com  

A Father Called Alice The film "A Father Called Alice" is based on the life of Martin Allen. The production company Paperboy Productions contacted Graham and he wanted to showcase Martin's story. It should be noted if you are easily offended by industrial language, then beware. But, as you'll see and hear, it is only what has been said in the Houses of Parliament by Martin himself. But, we'll get to that. Paperboy Productions are seeking investors for this new feature film. A Father Called Alice has an amazing story. Martin said during the podcast that he can talk. "We hadn't noticed" Graham quipped! But the thing is, you are left wanting more. This is why there is even talk of the film being made into a series. The subject matter is compelling. Some much so, that Her Majesty The Queen wanted to know more. If you want to stake an investment in A Father Called Alice, then start your due diligence here: Paperboy Productions Trophy Children Martin and his brother were Trophy Children. They were pushed to do well. http://thenext100days.org/wp-content/uploads/2023/01/Martin-Allen-Trophy-Child.mp4 The Film is "A Father Called Alice" Martin's life has been about 2 things. Losing his kids and finding a version of himself that he was vilified for. http://thenext100days.org/wp-content/uploads/2023/01/Martin-Allen-Get-Busy-Living.mp4 When Martin was 17, he started dating a woman twice his age. She knew Martin, and his association with his Dad's 'celebrity hiding' business. This lady lived in a very posh area of Chigwell. She had a charity do coming up. Martin was requested to be at her house. She got him dressed up as a woman. Older Woman Transforms Martin into a Woman http://thenext100days.org/wp-content/uploads/2023/01/Martin-Allen-Dressed-Up-as-a-Woman.mp4 if you are wondering how Martin looked back then.... An Epiphany, But Not For His Father Revealing the woman inside himself was an epiphany for Martin. When Martin told his father about himself, he reacted badly. And to the day, he regrets doing what he did. http://thenext100days.org/wp-content/uploads/2023/01/Martin-Allen-Epiphany-but-not-for-Dad.mp4 There was a pivot in Martin's family life. The birth of his third child triggered his wife. According to Martin, she became frustrated and had an affair. A process was in place that would unravel their marriage. Unravelling Marriage http://thenext100days.org/wp-content/uploads/2023/01/Martin-Allen-Marriage-Unravelling.mp4 Court Order Broken...48 times http://thenext100days.org/wp-content/uploads/2023/01/Martin-Allen-Court-Order-Broken.mp4 This is one of the longest podcasts Kevin Appleby and Graham Arrowsmith have ever recorded. It is Martin Allen telling his story. Right now, in these show notes, we have set the scene. I hope you are curious to find out more about the ending. Here's a summary Martin takes his battle to the Houses of Parliament and in particular to Lord Philips, but he can't do it as Martin so he discovers Alice Again. Alice is asked to put her recommendations to the House of Commons, the bill gets the right kind of support, Lord Philips asks Alice to give a speech in the House, the first member of the public to do so, making history in more than one way, The Family Justice Panel was born, the recommendation was also mentioned in the Queen's speech. Martin won his battle but sadly still has had no contact with his children to date. Please note to invest in the film, you should be a high-net-worth or sophisticated investor. The Next 100 Days co-hosts… Graham Arrowsmith Graham runs Finely Fettled to help organisations that want to market to affluent and high-net-worth customers.  He also runs Meet Professionals, which is offered to financial advice groups as a white-labelled lead generation and conversion system. Contact Graham on LinkedIn: Visit Graham's LinkedIn Profile and by email. Kevin Appleby

How to be Brilliant Michael Heppell is the author of the best-selling book How To Be Brilliant. Kevin Appleby is a fairly near neighbour in Northumberland and has wanted to attract Michael to the show for some time. Years actually. Their mutual interest in Newcastle United eventually sealed the deal! Michael Heppell is an international best-selling author of six books and a renowned motivational trainer. He has worked with hundreds of organisations large and small all have the goal of being brilliant. How To Be Brilliant To buy this book go here The Hoodie He was wearing a hoodie. That's a jumper with a hood. The hoodie was promoting Michael's Write That Book programme. Apparently, Kevin also owns a hoodie in his attempt to be younger than he really is.Kevin's is identical to one frequently worn by Newcastle United assistant manager Jason Tindall. http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Write-That-Book.mp4 Publisher or Self-Publish The Author of How to Be Brilliant, which was published by a publisher, Pearson, advocates for self-publishing. http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Publisher-or-Self-Publish.mp4 Michael helps budding authors write, publish and sell their books. How Good Publishers Work http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Good-Publishers.mp4 What Do You Need to Write a Book? First of all, an excellent idea. http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-A-Good-Idea.mp4 Another book by Michael Heppell is How to Have a Brilliant Life What Do You Need to do Now to Have a Brilliant Life http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Brilliant-Life.mp4 Davina McCall http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Davina.mp4 Within a few weeks of being coached by Michael, she'd got new management, left Big Brother and moved forward very positively. The new manager was Simon Fuller. He managed the Spice Girls and created Brand Beckham. Here's how they got together ... http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Davina-Meets-Simon-Fuller.mp4   Michael Heppell Testimonial Including Michael's deadpan one-word referral plus his more detailed and complimentary testimonial.... http://thenext100days.org/wp-content/uploads/2022/12/Michael-Heppell-Testimonial.mp4 The Next 100 Days co-hosts… Graham Arrowsmith Graham runs Finely Fettled to help organisations that want to market to affluent and high-net-worth customers.  He also runs Meet Professionals which is being offered to financial advice groups as a white-labelled lead generation and conversion system. Contact Graham on LinkedIn: Visit Graham's LinkedIn Profile and by email. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

She's the author of 'I Wish I Had Known', a consultant and a mentoring expert. Susana had previously joined Kevin Appleby on his "other" podcast, and he thought it was high time she was subjected to The Next 100 Days Podcast treatment. It's a Book About Mentoring: "I Wish I Had Known", by Susana So, what problem does the book, I Wish I Had Known, address? http://thenext100days.org/wp-content/uploads/2022/11/Susana-Serrano-Davey-I-Wish-I-Had-Known.mp4   What Type of Mentoring Does Susana Provide? The method of mentoring that Susana uses is part life coach, and part business coach. http://thenext100days.org/wp-content/uploads/2022/11/Susana-Serrano-Davey-Business-Life-Mentoring.mp4 Susana has not coached Kevin Appleby. Where on earth would you start with Kevin? Susana was born in Cadiz and now lives in Marbella. Incredibly, Susana took until age 21 before she came to the UK. And, she has spent 18 years living here. What about Susana's early career? So, Kevin asked Susana to elaborate on her early career. http://thenext100days.org/wp-content/uploads/2022/11/Susana-Serrano-Davey-Early-Life.mp4 Come on Graham! It's Self Diagnosis! When you are thinking of mentoring, you have to start somewhere. Here's where Susana starts... http://thenext100days.org/wp-content/uploads/2022/11/Susana-Serrano-Davey-Self-Diagnosis.mp4 Sometimes, her clients are just looking for personal growth. She encourages people to step out of the hamster wheel. Susana recognises there is no perfect approach. The Difference Between Coaching and Mentoring http://thenext100days.org/wp-content/uploads/2022/11/Susana-Serrano-Davey-You-May-Not-Like-This.mp4     Susana Gave This Testimonial About The Next 100 Days Podcast http://thenext100days.org/wp-content/uploads/2022/11/Susana-Serrano-Davey-Testimonial.mp4 Susana was a terrific guest and a big thanks to Kevin Appleby for inviting her. The Next 100 Days co-hosts… Graham Arrowsmith Graham runs Finely Fettled to help organisations that want to market to affluent and high-net-worth customers.  He also runs Meet Professionals which is being offered to financial advice groups as a white-labelled lead generation and conversion system. Contact Graham on LinkedIn: Visit Graham's LinkedIn Profile and by email. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Imposter syndrome expert Clare Josa joins the podcast this week. The first thing to mention about Clare is how you pronounce her surname. Yosa, Not Josa. Now we've got that bit right, we need to understand what it is. If you want a research-backed assessment of your IMPOSTER SYNDROME, then Clare has made available a personalised action plan, which will take less than 5 minutes. Go here: Here's the link for the scorecard I mentioned. I think your audience might find it really useful. It gives them a research-backed assessment of their Imposter Syndrome risk level and a personalised action plan, all in under five minutes: https://www.clarejosa.com/next100days/ What is it? http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-What-is-Imposter-Syndrome.mp4 Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. An example in a Board Meeting 62% of corporate employees struggle with it. http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-Example-of-Imposter-Syndrome-in-a-Board-Room.mp4 Kevin said he can back up Clare's research. In his work with GrowCFO, they suffer from a lack of confidence and I.S. Clare says there are trigger points. Like being promoted into a C-Suite position. Either people cope or they step back. This syndrome has gotten worse due to social media (add it to the long list...) Social Media Impact http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-Social-Media-Impact.mp4 The problem with social media is what you see is the best bits of the best bits of everyone else! The algorithm facilitates the impact IS can have. So, don't compare yourself with a refined Kevin Appleby video. You'll never reach his dizzyingly high standards. :) High Achievers - Watch Out! http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-High-Achievers.mp4 What should you do to cope with Imposter Syndrome? Clare mentioned bridging the gap strategies. Compensating for IS really. THAT doesn't work. Examples, I'm going to toughen up, Push on through, Pretend it's okay, I'm going to put on a persona. That can work short-term but at a huge personal cost. In this clip, Clare explains what you should do. Start by PRESSING PAUSE. http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-How-to-Address-Imposter-Syndrome.mp4 A big trigger point is going from managing to leading. Now it's about strategy and being visible. You set the direction, rather than collaborating with others. This is a big identity and skillset shift. Most people don't get trained. Clare teaches by working on the body. It's not talking therapy. The last thing you want is the go through all the bad stuff that got them to their place of strife. Connect with what happens to the body before they set sabotage. The solution is all about tapping the meridian points on the body. http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-Meridian-Points-on-The-Body.mp4     How to Contact Clare Josa Her page is clarejosa.com Clare Josa Gives a Testimonial to The Next 100 Days http://thenext100days.org/wp-content/uploads/2022/08/Clare-Josa-Testimonial.mp4 The Next 100 Days co-hosts… Graham Arrowsmith Graham runs Finely Fettled to help organisations that want to market to affluent and high-net-worth customers.  He also runs Meet Professionals which is being offered to financial advice groups as a white-labelled lead generation and conversion system. Contact Graham on LinkedIn: Visit Graham's LinkedIn Profile and by email. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO which provide both community and CPD accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinapp...