Podcast appearances and mentions of kevin appleby

Hour 1 for 2/25/26 Drew shares a brief recap of the State of the Union (1:53). Then, Officer Nate Stevens covers the loss of respect for police (8:56), lawlessness (13:42) Godlessness (16:30), and the lack of support for police in young people (21:27). Then, Kevin Appleby covers the US Bishop's statement on mass detention of immigrants (29:54), housing for immigrants (37:22), Bishops speaking on enforcement (42:16), and the moral responsibility for open borders (44:40).

https://www.youtube.com/watch?v=vLJhHDOeYoc .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/05kTRvPnWeF66oWELGTfsm Access to capital is no longer cheap or guaranteed. Companies that once grew by “buying” growth with aggressive spend are now being forced to prove they can scale in a way that's sustainable, repeatable, and cash‑efficient.   Kevin Appleby sits down with Manu Diwakar, Chief Financial Officer at Virta Health, to unpack how high‑growth companies can scale aggressively without setting fire to their cash reserves  Manu draws on a career that spans Riot Games, the creator economy, AgTech, and now digital health, to show what disciplined, intelligent growth really looks like in practice. This isn't theory; it's the lived experience of a CFO who has repeatedly joined businesses in the steep part of the growth curve and helped them mature without losing their edge. Manu explains how Virta Health is tackling the massive, expensive problem of metabolic disease with a model that reverses conditions like type 2 diabetes while also reducing healthcare costs  Along the way, he breaks down how to think about capital efficiency, when to raise versus when to generate and reinvest your own cash, and why talent, culture, and clear unit economics beat vanity metrics every time. For finance leaders and founders who want to scale with ambition—but keep control of the runway—this conversation offers a grounded, experience‑driven playbook. Key topics covered: Manu's journey from Riot Games to digital health and why he chooses roles where the business is still being built and scaled, not just maintained  How Virta Health's model reverses metabolic disease while lowering costs, and what that teaches about aligning mission, product, and economics  Why scaling without burning cash starts with clear value delivery, not price cuts—especially in tough capital markets  The importance of hiring for growth: building teams whose capabilities can stretch with the business rather than constantly hiring “the next tier up”  How a CFO can balance regulation, data security, and innovation in complex sectors like digital healthcare  Manu's advice to aspiring CFOs: prioritize environments with steep learning, strong teammates, and real growth, not just impressive titles  Links Manu Diwakar on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:00 Manu's career in high‑growth companies – From Riot Games to Virta Health and why he gravitates to businesses that are still being built and scaled  4:00 Virta Health's mission and metabolic disease explained – What metabolic disease really is and how Virta's approach tackles the root cause, not just symptoms  8:20 Business model and unit economics – How partnering with health plans and employers, and charging per engaged patient, underpins a scalable, cash‑efficient model  12:10 Regulatory complexity vs. innovation – Balancing cost efficiency, patient outcomes, data security, and compliance in digital healthcare  15:40 Scaling without over‑spending – Generating capital internally, reinvesting in growth, and resisting the temptation to chase volume with discounts  19:30 Talent and leadership in scaling teams – Lessons from Riot on hiring for potential, designing growth paths, and building a high‑calibre environment  30:50 Career advice for future CFOs – Why continuous learning, working in truly growing businesses, and choosing stellar leaders matters more than almost anything else  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

https://www.youtube.com/watch?v=FyAXw591D6s .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/2Ci2KM7yh8NDxeX6Zr6QPf In this episode, Kevin Appleby speaks with GrowCFO Mentor Alan Scholnick, a finance leader with over 30 years' experience at IKEA, to explore why so many newly appointed CFOs struggle with imposter syndrome and feelings of fraudulence. Drawing on his journey from accounting roles to VP of Finance and later into executive coaching, Alan explains how the leap into the CFO role magnifies expectations around leadership, communication, and people development, often faster than new CFOs feel ready to handle. He frames these doubts not as weaknesses but as predictable responses to heightened responsibility and visibility. The conversation highlights practical strategies new CFOs can use to navigate these pressures: building trust with stakeholders, improving communication and active listening, and grounding confidence in past achievements. Alan emphasizes that finance transformations are fundamentally about people, not just processes or technology, and that self-reflection, clarity of purpose, and continuous learning are essential for any CFO who wants to move from feeling like a fraud to leading with credibility and impact. He also shares how mentoring, reverse mentoring, and ongoing development inside and outside the organization can help finance leaders sustain confidence over the long term. Key topics covered: The discussion frames imposter syndrome as a common, almost inevitable experience for new CFOs, especially during major finance transformations.  Alan outlines practical techniques to build confidence, including revisiting past accomplishments and reframing internal narratives that fuel self-doubt. The episode underscores the importance of communication, active listening, and curiosity in building trust and social equity with stakeholders. Alan explains how continuous learning, teaching, and mentoring—both as mentor and mentee—help finance leaders stay relevant and resilient amid rapid change.  The conversation closes with Alan's perspective on the type of mentee who benefits most from GrowCFO mentoring and how a growth mindset accelerates CFO development. Links Alan Scholnick on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:03:59 – Discussion on why people skills and leadership by example are critical when leading finance transformations. 0:05:16 – Alan explains how he helps finance leaders understand the “why” behind change and communicate it clearly to their teams. 0:07:40 – Focus on active listening, curiosity, and relationship-building as foundations for CFO credibility with stakeholders. 0:09:34 – Alan and Kevin directly address imposter syndrome, exploring why many new CFOs feel like frauds and how to rebuild confidence from prior achievements.  0:18:35 – Alan discusses transitioning from internal finance roles to external teaching, coaching, and representing the finance story to broader audiences. 0:23:31 – How academic work, private clients, and coaching combine to keep a finance leader's skills current and versatile. 0:25:21 – Alan describes the mindset of an ideal mentee and the value of reverse mentoring, including learning from younger professionals. 0:30:37 –  Kevin and Alan wrap up with the benefits of GrowCFO mentoring and the importance of a safe, supportive environment for CFO development. 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

https://www.youtube.com/watch?v=8i6KEoQt1PQ .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/31OO5n3ePbBErPCklIhUim For modern finance leaders, staying offline is no longer a neutral choice. In an environment where boards, CEOs, and recruiters routinely research candidates before they ever meet them, a CFO's digital presence has become a critical part of their professional reputation. This episode explores why even the most technically strong CFOs risk being overlooked if their expertise is invisible online—and how a thoughtful, strategic presence can amplify their impact, influence, and career opportunities. In this episode, Kevin Appleby interviews Wassia Kamon, Chief Financial Officer at ACE, on why modern CFOs who remain offline are increasingly being overlooked for senior roles and strategic opportunities. Wassia explains that technical excellence and a strong CV are no longer enough on their own; in a world where boards, CEOs, recruiters, and investors routinely research leaders online, a CFO's digital footprint now forms a critical part of their professional reputation. The discussion positions online presence not as vanity marketing, but as a strategic leadership tool for signalling credibility, expertise, and relevance. Wassia breaks down how finance leaders can translate their offline achievements into a thoughtful online narrative, especially on platforms like LinkedIn. She explores the risks of staying invisible—missed promotions, fewer board invitations, and weaker influence in the market—and contrasts that with the compounding benefits of controlled visibility: attracting better opportunities, shaping industry conversations, and building trust at scale. Throughout the episode, she offers practical, realistic steps for time-poor CFOs to build a presence that aligns with their values, protects their reputation, and supports both their organisation's brand and their own long‑term career. Key topics covered: Why relying on “my work will speak for itself” is dangerous for CFOs in an era where decision‑makers research leaders online before ever speaking to them. The specific ways a weak or non‑existent LinkedIn presence can cause a CFO to be passed over for roles, speaking engagements, and advisory positions. How CFOs can reframe personal branding as professional positioning—focusing on credibility, clarity of message, and service to stakeholders rather than self‑promotion. Practical tactics for busy finance leaders to build an online presence in under 30 minutes a week, without feeling inauthentic or overly self‑promotional. The role of thought leadership content (posts, articles, podcast appearances, panels) in signalling strategic capability beyond accounting and control. How a visible, values‑aligned online presence helps CFOs attract better talent, influence key external stakeholders, and future‑proof their careers against rapid change and AI disruption.  Links Wassia Kamon on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  00:00–03:00 – Introduction: why staying offline is no longer a neutral choice for CFOs and how visibility influences who gets noticed for top roles. 03:00–10:00 – Wassia's perspective on how boards, recruiters, and CEOs research candidates online and what they expect to see from a modern finance leader. 10:00–18:00 – Breaking the “I'm not a marketer” mindset: reframing personal branding as risk management, professional positioning, and stakeholder communication. 18:00–28:00 – Concrete examples of simple, repeatable LinkedIn habits CFOs can build—profile optimisation, commenting, and sharing expertise in a low‑friction way. 28:00–36:00 – How visibility ties directly into influence: winning internal sponsorship, attracting external opportunities, and shaping perception of the finance function. 36:00–44:00 – Final playbook: a realistic weekly routine for CFOs to maintain an online presence without sacrificing core responsibilities. 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

https://www.youtube.com/watch?v=EF8e-rMB7So .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3kYIPViq648aqBM8MzHlcM Scaling quickly is every growth company's dream, but it's also the phase where finance is under the greatest threat. Rapid headcount expansion, evolving pricing, complex contracts, and rising investor expectations all hit at once—and every weakness in your finance stack is amplified. Understanding why this phase is so dangerous, and how to design the right controls, systems, and billing infrastructure, is critical if you want to protect cash, avoid revenue leakage, and build a resilient, investor‑ready business. In this episode, Kevin Appleby talks with Shadid Talukder, Strategic Finance Lead at Posh AI, about why the fastest phase of scaling is also the most dangerous for finance. They explore how a lean three-person finance team manages rapid ARR growth, complex enterprise contracts, and investor pressure for both growth and efficiency. Within Posh AI's finance stack, Zenskar plays a central role in billing and revenue recognition for a complex SaaS business selling into banks and credit unions. As pricing and contract structures evolved—across monthly, annual, and multi‑year deals—manual spreadsheets became too risky and operationally heavy. Zenskar now acts as a single system of record for contracts, subscriptions, line items, and future invoices, forecasting and scheduling billing over the life of each deal. This dramatically reduces manual reviews, mitigates missed invoices and revenue leakage, and lets Posh scale billing complexity without proportionally scaling finance headcount or operational risk. Key topics covered: Zero-to-one finance in a fast-scaling AI startup: Shadid joined Posh AI when “the books were literally empty” and helped the company triple ARR while building financial models, reworking an initially non-scalable chart of accounts, and installing core finance processes from scratch  Scaling headcount vs. VC expectations and burn: As Posh grew from ~30 to ~80 FTEs, shifting VC expectations forced a move from “growth at all costs” to tighter burn multiples, proving that rapid scaling without disciplined financial guardrails quickly becomes dangerous for finance  Running a modern finance org with a very lean team: Posh operates with a three-person finance function—SVP Finance, Strategic Finance (Shadid), and Accounting—where no work is “above” anyone, and leaders still handle AP/AR emails themselves, demonstrating what lean but high-caliber finance looks like in practice  Zenskar as a critical control for complex SaaS billing and revenue: To cope with complex, evolving pricing and a mix of monthly, annual, and multi-year contracts, Posh implemented Zenskar as a centralized system of record for contracts, subscriptions, and future invoices—significantly reducing the risk of missed billings and revenue leakage that could materially distort burn and board reporting  Deliberate restraint in tooling and tech stack: After initially “buying software like crazy,” Posh reversed course, cutting underused tools and adopting a strict standard that any new system must have a foundational, clearly justified use case; core stack is QuickBooks + spreadsheets + Zenskar + Ramp, with careful use of GPT for productivity rather than headcount replacement  Balancing growth, profitability, and dilution risk: Shadid outlines that the next phase is defined by sustaining growth while pushing toward profitability, making every incremental hire and dollar of software spend a high-stakes decision—especially when additional fundraising brings dilution, complex cap-table dynamics, and heightened investor pressure for returns About Posh AI Posh AI is an AI‑native SaaS company focused on transforming customer engagement for banks and credit unions. By combining conversational AI with deep domain knowledge of financial services, Posh helps institutions automate routine interactions, deliver personalized experiences, and operate more efficiently, while meeting the strict reliability and compliance standards of regulated industries. About Zenskar   Zenskar is a billing and revenue platform built for modern SaaS companies with complex pricing and contracts. At Posh AI, Zenskar serves as the single source of truth for all customer contracts, subscriptions, and invoice schedules. Once a deal closes, the finance team loads key terms into Zenskar, which then automates invoicing over the contract term. By moving off spreadsheet‑driven billing, Posh AI uses Zenskar to: Reduce manual billing work and one‑off reviews Prevent missed or incorrect invoices that can distort burn and board reporting Confidently support varied billing cadences and sophisticated deal structures This makes Zenskar a core control mechanism that enables Posh to scale faster while keeping finance lean and tightly governed. Links Shadid Talukder on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:00–0:04 Kevin introduces Shadid Talukder and his Strategic Finance role at Posh AI. 0:02–0:04 Shadid shares how he built finance from zero as Posh AI tripled ARR. 0:04–0:06 Posh scaled from ~30 to ~80 FTEs as investor focus shifted to burn efficiency. 0:09–0:11 Posh runs a full finance function with a three-person, hands-on team. 0:11–0:15 Shadid explains why Posh relies on QuickBooks, spreadsheets, and simplicity. 0:15–0:19 Zenskar became the system of record for managing complex SaaS billing and contracts. 0:19–0:23 After overbuying tools, Posh adopted strict controls to keep the stack lean. 0:22–0:23 Custom scripts and APIs replace traditional FP&A platforms. 0:23–0:26 GPT tools are used to boost productivity without adding headcount. 0:27–0:30 Shadid outlines the challenge of growing fast while staying within spend guardrails. 0:30–0:34 The discussion covers Series B trade-offs, dilution, and investor expectations. 0:35–0:38 Shadid reflects on decision pressure and the importance of founder trust. 0:38–0:40 He explains how he operates a high-impact finance role remotely with periodic in-person sessions. 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

https://www.youtube.com/watch?v=HnQ5K1BNAl8 .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/0Rtn6WPqsCzQmMDOZOSnmV Nonprofit finance often lags behind its for-profit counterpart due to structural funding constraints, donor reporting requirements, and historical expectations of finance as a back-office cost center rather than a strategy partner. This episode examines why nonprofit financial leadership is perceived to be about a decade behind and outlines concrete ways to modernize the CFO role—shifting from retrospective accounting to forward-looking strategy, donor partnership, and operational rigor that sustains mission at scale . In this episode, Kevin Appleby hosts Ilana Esterrich, a GrowCFO Mentor and experienced nonprofit CFO, for a practical discussion on elevating nonprofit finance. Esterrich draws on a career spanning consulting, large corporates, and mission-driven organizations to explain how nonprofit finance must evolve from traditional, retroactive accounting to a strategic, value-creating function. She underscores that “no money, no mission,” and argues for disciplined investment in back-office capabilities—finance operations, legal, and technology—to build a foundation that enables programs to scale sustainably . Kevin and Ilana discuss the growing expectations on nonprofit CFOs: scenario planning, interpreting donor intent, creative application of restricted funds, and partnering closely with development leaders. Esterrich also emphasizes people-centric leadership, shaped by her military background, and the importance of mentoring CFOs transitioning from “scorekeeper” to strategic leader. The conversation offers actionable insights for closing the perceived 10-year gap with for-profit finance, focusing on operational efficiency, stakeholder communication, and aligning finance with mission outcomes. Key topics covered: “No money, no mission”: nonprofits need a growth mindset and disciplined investment in back-office foundations to scale programs responsibly  Why nonprofit finance lags: CFO roles historically centered on backward-looking reporting versus forward-looking strategic architecture Closing the gap: scenario planning, clarity on donor intent, creative use of funds, and operational efficiencies that reduce the cost to raise a dollar  Donor partnership: educating funders on the true cost of delivery and the need to resource “admin” to strengthen mission outcomes  Evolving CFO leadership: influence beyond finance, managing larger teams, and aligning finance early with strategy discussions   People-centric finance leadership: mission-first lessons from the military and mentoring the next generation of nonprofit CFOs    Links Ilana Esterrich on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:03:03 — “No money, no mission” and the case for investing in back office to strengthen program delivery  0:05:59 — Navigating donor-imposed admin limits and bringing donors into the operational reality  0:07:47 — CFO partnership with development and the shift toward direct donor engagement and reporting design  0:08:56 — Why nonprofit finance is ~10 years behind and the move from scorekeeping to strategic CFO  0:11:53 — Mentoring focus: helping CFOs become strategic value creators and people leaders  0:18:41 — Military-informed leadership principles applied to modern nonprofit finance teams  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

https://www.youtube.com/watch?v=_jWsLnnmcjA .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/0eoBcoM5gpdCjP3muHxCrQ In an era where CFOs are central to shaping valuation narratives, the “data cube” has emerged as a strategic edge. By unifying finance, commercial, and operational data into a single source of truth, CFOs can evidence revenue quality, retention, and growth levers with precision—thereby strengthening diligence readiness and elevating enterprise value. This episode unpacks how a robust data cube turns scattered systems into defensible metrics and actionable insights, enabling CFOs to move from reporting history to architecting valuation outcomes.  In this episode, Kevin Appleby hosts David Whitcombe, Founder and Managing Director of Data Vision Services, to examine how a “data cube” becomes the CFO's secret weapon in private equity exits. Whitcombe outlines the cube as a unified, governed layer that integrates ERPs, CRMs, and operational sources to produce investor-grade metrics. By clarifying revenue quality, customer concentration, retention, and compounding dynamics, the cube enables CFOs to communicate valuation drivers credibly and consistently across diligence and board forums. The discussion explores the practical path to building this capability—data discovery, mapping, and cleansing—along with realistic tooling from spreadsheets to modern integration stacks like Fivetran and DBT. The conversation also reframes the CFO role: beyond backward-looking reporting, a well-run cube supports forward-looking decision-making, ongoing value creation, and scalable insight for the wider organization. They touch on the promise of AI to democratize insights if it delivers action over noise, and on the skills and training needed to maintain the cube post-exit without costly org changes. Key topics covered: The data cube as a single source of truth connecting ERPs, CRMs, and ops data to produce investor-grade metrics and drive higher valuations  How the cube answers diligence-critical questions: revenue quality, customer concentration, retention, and growth compounding  Three valuation pathways: clearing tech due diligence, telling the metrics story credibly, and enabling better decisions that create value  Practical build: finding hidden data, mapping across systems, cleansing for consistency, and using modern integration tooling  CFO evolution: from reporting to proactive strategy, with AI poised to democratize insights when focused on actions  Sustainment after exit: skill mix for maintaining the cube and training existing teams over new headcount  Links David Whitcombe on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:01:41 — Defining the “data cube” and why CFOs need a single source of truth for exits  0:02:43 — Proving revenue quality, retention, and growth; valuation impact pathways  0:05:36 — Data discovery, mapping, and cleansing across fragmented systems  0:09:50 — Early preparation to avoid integration gaps derailing exit readiness  0:16:02 — AI's role in democratizing insights and enabling action-oriented analytics  0:19:07 — The evolving CFO: from reporter to strategist with a durable data platform  0:25:45 — Training and maintaining the cube post-exit with existing team capabilities  0:27:46 — Wrap-up and next steps, reinforcing ongoing value creation beyond the exit  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

https://www.youtube.com/watch?v=oUuZyQZl1bI .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/7mFdcXjDTwb48H7AwuptDP In this episode, Kevin Appleby hosts Acterys leaders Eric Reyhle (SVP Global Alliances) and Manuel Marcos (Regional Director EMEA/LATAM) to explore 2026: The Six Defining Challenges for the Office of the CFO. The conversation opens by underscoring why 2026 is a pivotal inflection point: the convergence of mature enterprise data platforms (e.g., Microsoft Fabric), governed data foundations, and practical AI that elevates finance from historical reporting to forward-looking decisioning. The guests frame AI's promise and risks candidly—AI is transformative, but only as trustworthy as the underlying data and governance that feed it. Across the discussion, Eric and Manuel translate technical change into finance impact: continuous planning over static, snapshot budgeting; predictive and scenario-driven decisions over backward-looking reporting; and a shift from spreadsheet “systems of record” to governed, auditable platforms that keep Excel/Power BI as the familiar front-end. They emphasize cyber resilience as a CFO mandate with direct P&L and valuation consequences, and outline a pragmatic path: modernize the data foundation, embed governance, enable real-time write-back and scenario modeling, and apply AI to augment—not replace—finance judgment. The result is a finance function positioned to deliver strategic foresight and resilient performance in 2026 and beyond. Key topics covered: Why 2026 is the inflection point: convergence of AI, governed data, and enterprise platforms like Microsoft Fabric. From historian to pilot: AI automates consolidation/reconciliations and unlocks predictive forecasting and rapid scenario modeling. Keep Excel/Power BI; fix the back end: shift from spreadsheet “system of record” to governed, auditable, AI-ready data with real-time write-back. Cyber resilience is a CFO issue: attacks translate directly to P&L, cash flow, and valuation—governance and access control are non-negotiable. Continuous planning replaces static snapshots: always-on data flow enables weekly/biweekly scenario refreshes and faster decisions. Practical impact: 50–70% reduction in manual consolidation effort; 3–5x faster planning cycles; instant “what-if” responses for leadership. Links Eric Reyhle on LinkedIn Manuel Marcos on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:03 Why 2026 is pivotal: AI goes mainstream as data platforms mature; finance and IT must converge. 00:11 Finance's shift: from manual reconciliations to predictive forecasts, anomaly detection, and rapid scenario simulations. 00:16 Keep Excel/Power BI; govern the data: front-end familiarity with a secure, auditable back end and real-time write-back. 00:22 Data lake/warehouse/mart “kitchen” analogy for finance–IT alignment and model design. 00:23 Cybersecurity as a CFO mandate; the real risk of uncontrolled spreadsheets vs. governed environments. 00:35 Quantified benefits: 50–70% less manual consolidation; 3–5x faster forecasting/budgeting; instant “what-if” analysis. 00:39 Continuous planning defined: why snapshots are obsolete and how always-on data enables dynamic plans. 00:45 Microsoft Fabric as connective data tissue; build on the stack users already know 00:47 From reactive reporting to strategic foresight; leveraging granular operational data for predictive decisions. 00:53 What differentiates 2026 leaders: modern data foundations, governance, AI augmentation, and cross-functional collaboration. 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

https://www.youtube.com/watch?v=Ag1fw0H2rwU .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/33PbwJ8JaoPUFiqjijSl10 In this episode, Kevin Appleby hosts GrowCFO Mentor Lee‑Wen Chan to explore the confidence blueprint every new CFO needs. Drawing on a 40-year trans-Pacific career spanning Deloitte Taiwan, FedEx, and ultimately a history-making CFO appointment at NTT Communications, Lee‑Wen distills how new finance leaders can build durable confidence, overcome imposter syndrome, and translate financials into business impact. Her story threads together cultural dexterity, executive coaching, and practical leadership habits that help CFOs step into influence quickly and credibly. The conversation focuses on how confidence is learned and operationalized: knowing one's strengths, confronting low-confidence areas, and using clear business language that resonates across functions. Lee‑Wen shares how executive coaching refined both her capability to operate as a CFO and her ability to communicate as one—offering pragmatic guidance for newly appointed CFOs who must move from technical mastery to strategic partnership, change leadership, and people empowerment. Key topics covered: A first-principles confidence blueprint: “be comfortable in your own skin,” know your strengths, and deliberately shore up low-confidence areas to maximize influence. Confronting imposter syndrome with structure: targeted executive coaching for “being a CFO” and “communicating as a CFO.” Translating finance into business action: simple narratives that resonate (e.g., “$1 cost saving equals $4 of sales to hit the same bottom line”). Cultural agility as a leadership multiplier: thriving across Taiwanese, American, and Japanese corporate contexts; first non‑Japanese CFO at NTT. Strategic impact through proximity to the business: learning sales/engineering to make financial data genuinely useful and forward-looking. Change leadership at scale: FedEx supply chain expansion to 20+ countries; building regional hubs and accelerating learning under pressure. Links Lee-Wen Chen on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:03:29 From master's graduate to CFO: mentors, adaptation, and the stepwise journey to the first non‑Japanese CFO at NTT. 0:07:37 Lessons from Japanese leadership: zooming out to strategy, zooming in to detail, and reading between the lines. 0:12:17 The confidence blueprint: self-respect, truth-telling, leveraging strengths to counter low-confidence areas. 0:13:56 Tackling imposter syndrome: why new CFOs struggle and how executive coaching accelerates confidence. 0:17:01 Making finance useful: business-first framing (the “$1 saves equals $4 sales” clarity test). 0:18:42 Strategy via business partnership: learning sales/engineering to turn numbers into decisions. 0:19:55 Change leadership case: FedEx global supply chain expansion and accelerated capability building. 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

https://www.youtube.com/watch?v=hj4Io4us81k .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/5qgEZZxdGgOTL9SqbWsxIH Stepping into the CFO seat concentrates pressure, confidentiality, and ambiguity—often without a true peer group. In this episode, GrowCFO Mentor Andrew Tapson joins host Kevin Appleby to unpack why first-time CFOs experience isolation and how to build the scaffolding that restores clarity and confidence. Tapson explains how the role's breadth, the need to “translate” across functions, and the lack of consequence-free spaces to test thinking create a unique loneliness—one that mentoring, selective networks, and practical operating rhythms can directly solve. Tapson blends four decades of finance leadership with a mentor's mindset: create safe space, build a relevant network, and develop emotional intelligence to navigate complexity. He shares real-world practices to replace isolation with support—designing a personal advisory circle, investing in relationships that open doors, and delegating to protect strategic attention. The result is a pragmatic playbook for new CFOs to gain momentum, credibility, and durable resilience in their first 90–180 days. Key topics covered: Why new CFOs feel isolated: pressure, confidentiality, breadth of remit, and no safe sounding board Mentoring vs. coaching: creating a consequence-free space to talk through mistakes and options Build a selective, relevant network that opens doors and accelerates problem-solving Emotional intelligence and “translating the room” as core CFO capabilities Delegation and focus: moving from detail to enterprise-level decisions First steps: set up advisory rhythms, stakeholder access, and early-win narratives Links Andrew Tapson on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 03:52 Mentoring vs. coaching; creating a safe space for new CFOs 06:37 From cost-cutting to growth levers; solving problems with lateral thinking 11:15 Designing a selective, useful network for support and access 23:12 Emotional intelligence and staying relevant amid rapid change 28:30 Delegation, scope shift, and protecting strategic attention 33:2 The future of CFO mentoring and structured support systems 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

https://www.youtube.com/watch?v=r6TdUunLask .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/0a1JMPvXGUGhD6A8gC7E8m Influence is earned long before numbers hit the board pack. In this episode, Catherine Clark, GrowCFO Mentor, reframes influence as the practical outcome of deliberate connection. She and host Kevin Appleby unpack how remote and hybrid work have thinned everyday rapport, making it harder for finance leaders to shape decisions, mobilize teams, and retain talent. Their premise is simple: influence compounds when CFOs intentionally build trust, recognition, and emotionally intelligent dialogue across stakeholders. Catherine offers a playbook for finance leaders to operationalize connection: stakeholder mapping early and often, creating unstructured time for human conversation, signaling appreciation consistently, and showing up with presence—even through a screen. The episode highlights how small, repeated behaviors (gratitude, active listening, regular check-ins) turn into strategic leverage: faster alignment, better decision inclusion, higher engagement, and materially improved performance environments for finance teams and their partners. Key topics covered: Why remote/hybrid erodes spontaneous trust, and how CFOs can rebuild it with intentional routines Stakeholder mapping and early relationship-building as core influence mechanics, not “nice to haves Recognition and gratitude as low-cost, high-impact leadership signals that boost engagement and retention Emotional connection and presence (active listening, curiosity) driving performance and decision quality Practical cadence: unstructured touchpoints, pre-alignment conversations, and regular reconnection rituals Cultivating a culture of connection—small, repeatable behaviors that scale influence across the organization Links Catherine Clark on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 04:14 Remote/hybrid realities: the connection gap and its impact on leadership/retention 12:00 Relationship strategy: stakeholder mapping and early outreach to accelerate trust 27:42 Recognition and gratitude as influence multipliers 35:31 Emotional connection, interference removal, and performance outcomes 44:48 Building an organizational culture of connection and shared values 46:37 Final actions: small, consistent behaviors that compound into influence 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

Hour 3 for 12-1-25 Drew is joined by Kevin Appleby to talk about the recent comments made by President Donald Trump in regards to limiting immigration from Third World Countries (6:24). Later on Paul Oster discusses holiday overspending (31:59) Resources: Center for Migration Studies: https://cmsny.org/ Better Qualified: https://betterqualified.com/home

https://www.youtube.com/watch?v=ZQXCNMM0zws .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3XGL5Kr61RdspPniU8FD0B The transition to a CFO role is one of the most demanding steps in a finance leader's career. Many newly appointed CFOs face overwhelming challenges, from building board relationships to reshaping organizational strategy, often leading to missteps and a sense of isolation. Recognizing these hurdles, this episode underscores the need for experienced guidance in the early days of CFO leadership. Jeremy Earnshaw, Executive Coach & Mentor at Clarendon, brings decades of executive finance expertise to the discussion. Through a practical and insightful conversation, Jeremy and host Kevin Appleby explore how tailored mentoring equips new CFOs with tools, confidence, and the emotional intelligence necessary to succeed. Their dialogue highlights real-world stories, actionable tactics, and the transformational impact of mentorship on both performance and well-being in the CFO suite. Key topics covered: Challenges and pitfalls commonly faced by new CFOs Importance of mentorship and coaching for new finance leaders Real-life scenarios where mentoring influenced CFO performance Key competencies new CFOs need, and how mentoring builds them The long-term benefits of investing in leadership development Links Jeremy Earnshaw on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 01:00 Introduction and importance of mentoring for CFOs 07:30 Top struggles for newly appointed CFOs 15:00 Jeremy Earnshaw's mentoring philosophy and approach 24:10 Success stories: CFO transformations through mentoring 32:00 Actionable advice for organizations and aspiring 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

Hour 3 for 11/20/25 Drew welcomed Dr. David Pinault to discuss if Islam is spreading in the US (7:56). Caller: I had Muslim neighbors in Michigan (22:10). Then, Kevin Appleby covers immigration reform (31:45), and Pope Leo's comments on Immigration (41:01) Links: https://ignatius.com/earth-dragon-run-edrp/ https://spiritualdirection.com/author/mary-ruth-hackett https://cmsny.org/

https://www.youtube.com/watch?v=7pQsPAurZ5E .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/56xLS3vYYYDi3bsssHeBfq Understanding how to leverage artificial intelligence (AI) for rapid returns has become essential for today's finance leaders. While many organizations invest in AI, few manage to achieve tangible value quickly. This episode tackles a critical strategic challenge: how CFOs and finance teams can deliver measurable ROI from AI initiatives within just 30 days—a key success factor for staying competitive, agile, and efficient in a fast-changing market. Kevin Appleby speaks with Dan Fletcher, CFO of Planful, to uncover the often-overlooked strategies that accelerate AI's impact in finance. Their conversation explores the evolving landscape of finance technology, upcoming consolidation trends in the CFO tech stack, and practical steps for achieving quick AI wins. Dan also shares insights on how early, effective adoption of AI empowers finance leaders to move their teams from manual processes to strategic, insight-driven advisory roles—positioning finance as a true business partner for the future. Key topics covered: Mindset change is the hardest aspect of finance digital transformation Accurate, clean data is critical for successful AI adoption and savings AI enables finance teams to spend less time crunching numbers, more time adding value Savings are real when AI is applied to transactional and repetitive processes AI leads to more frequent, adaptive forecasting and better business partnering Boardroom strategy discussions increasingly focus on AI-driven transformation Links Dan Fletcher on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 18:47 Future trends and generative AI's impact on finance transformation 26:46 Real-world adoption stories, efficiency gains, and lessons for fast implementation 29:21 Step-by-step advice for CFOs on launching high-impact AI projects 34:51 Preparing finance teams for new job roles and skills in an AI-driven environment 38:26 Forecasting the biggest finance leadership challenges on the horizon 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

https://www.youtube.com/watch?v=eGwhmpyXA-U .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/2Lv2wr2B8h40VtL9K2oWH9 As AI transforms the business landscape, finance leaders are seeking practical examples of true value creation—not just hype. In this episode, Marco Torrente, Interim Group CFO at Bakuun Holdings, joins host Kevin Appleby to share real financial transformation lessons from the front lines. Marco's candid reflections move beyond generic AI discussions to pinpoint what actually saves money, emphasizing the importance of getting digital transformation right and building team mindsets that embrace technology. The conversation explores the practicalities of starting the AI journey, including improving transactional systems and data quality, as well as how AI enables FP&A teams to shift from data crunching to value-adding activities. Marco further reveals that while AI projects haven't yet drastically reduced headcount, they empower teams to deliver faster, more adaptive business forecasts and partner more effectively with the business. Listeners gain actionable insights on risk analysis, business partnering, and future-proofing the finance function in an era of rapid technological change. Key topics covered: Mindset change is the hardest aspect of finance digital transformation Accurate, clean data is critical for successful AI adoption and savings AI enables finance teams to spend less time crunching numbers, more time adding value Savings are real when AI is applied to transactional and repetitive processes AI leads to more frequent, adaptive forecasting and better business partnering Boardroom strategy discussions increasingly focus on AI-driven transformation Links Marco Torrente on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 03:57 Overcoming mindset challenges in tech and finance teams 07:45 How clean data and smart choices spark successful AI projects 14:48 Impact of AI on workflows—shifting FP&A from data crunching to insights 18:16 Balancing business strategy with transformation and risk 26:15 Real savings and workforce impact: redeployment not just reduction 30:04 Future plans, ongoing learning, and actionable advice 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

https://www.youtube.com/watch?v=qZ4_Fr3a07Y .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/1FpRXhcwICZELr5lwHBodV In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the realities of leading finance within a member-owned insurance organisation. The conversation traces Andrea's professional evolution—from a Midwest-based controller with a public-accounting background to a strategic CFO steering one of the nation's major property and casualty insurers. Andrea shares how transitioning from controller to CFO required developing a deep strategic lens, embracing enterprise-wide business partnering, and cultivating confidence to challenge executive consensus. She also discusses the complexities of the insurance sector—from pricing uncertainty and catastrophe risk to regulatory constraints—and how technology, data, and AI are reshaping financial planning and claims management. Her story offers a practical playbook for finance leaders ready to elevate their impact beyond accounting into organisational leadership. Key topics covered: Andrea's career journey from EY auditor in Ohio to CFO of CSAA Insurance Group in California. Why the CFO role demands strategic thinking that connects company vision with financial planning and resource allocation. The unique financial challenges of the insurance industry—pricing risk without knowing true costs for years, managing reinsurance markets, and handling catastrophe losses. How membership ownership changes financial priorities versus shareholder-driven models, placing policyholders at the centre. The importance of financial education and business partnering to build trust across departments and improve decision quality. How AI and automation are transforming finance, forecasting, and claims—bringing speed, empathy, and new skill-building challenges for future talent. Links Andrea Hecht on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:28 Andrea's background and move from Ohio to California 03:30 Inside CSAA Insurance Group: business model and coverage areas 05:00 Challenges of pricing insurance and managing capital risk 12:40 Transition from controller to CFO—learning to think strategically 16:10 Building finance partnerships and educating the organisation 18:10 Balancing collaboration and contrarian thinking with the CEO 25:00 Forecasting amid inflation and market volatility 27:35 How AI and generative tools are redefining productivity 34:00 Future of work, training paths, and ethical concerns in AI adoption 36:35 What CFOs should know about the changing insurance landscape 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

https://www.youtube.com/watch?v=FyOBP_QcsLI .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3CrRco4GBJsnDQYaJSiPnT In this insightful episode, Kevin Appleby sits down with Michael O'Reilly, a seasoned executive coach and former CFO with a diverse career spanning global finance, digital transformation, and leadership development. Together, they explore “The Three Hidden Traps That Stall New CFOs” — a candid discussion about the unseen challenges finance leaders face as they transition into enterprise leadership roles. Michael shares his own experiences across companies like Citibank, Gap Inc., and PepsiCo, highlighting how curiosity, empowerment, and trust play crucial roles in a CFO's success. He also explains how imposter syndrome, reluctance to delegate, and overreliance on technical mastery can prevent new CFOs from thriving in their roles. With AI reshaping the finance landscape, Michael emphasises the growing importance of emotional intelligence, adaptability, and creating psychological safety for teams navigating disruption. The conversation goes beyond professional growth, touching on personal fulfilment and energy management — understanding what “charges or drains your batteries” as a leader. Drawing from his coaching practice and experiential leadership retreats in Ireland, Michael reveals how rediscovering purpose and flow can reignite a CFO's impact, both in business and in life. Key topics covered: How imposter syndrome can fuel curiosity and growth rather than paralysis Why delegating and letting go is the biggest unlock for new CFOs The importance of psychological safety in driving innovation and AI adoption Transitioning from technical expert to strategic enterprise leader Understanding personal “energy management” to avoid burnout The power of trust, empathy, and soft skills in effective CFO leadership Links Michael O'Reilly on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:40 Michael O'Reilly's career journey from CPA to Chief Digital Officer 05:52 The role of imposter syndrome in a CFO's development 07:52 How AI amplifies insecurity and why creating safe environments matters 10:07 Balancing accuracy with experimentation in finance leadership 16:46 What a mentoring relationship looks like with Michael 21:21 The critical need to delegate and empower teams 22:33 Michael's experiential leadership program in Ireland 30:31 Finding your “flow state” and energizers outside of work 34:20 What kind of leaders benefit most from mentoring 36:16 The “ski story” — how aligning passion with leadership drives performance 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

https://www.youtube.com/watch?v=mg1knQ7TQ_E .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/68OnCL6OYQml4L6bu1Wejm Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn't understanding the technology—it's knowing where to start. In this episode, host Kevin Appleby welcomes back Hannah Munro, Managing Director of ITAS Solutions and host of the CFO 4.0 Podcast, to unpack the hype surrounding AI and offer clear, practical steps for finance leaders ready to take action. Hannah shares first-hand insights from her work helping finance teams implement technology-driven transformations, explaining why success depends less on the AI tools themselves and more on simplifying processes, standardizing data, and fostering cultural change. The conversation draws a clear distinction between technology implementation and true transformation—and why CFOs must master both to realise measurable ROI from new systems. As AI continues to evolve at an unprecedented pace, Hannah and Kevin explore how finance leaders can stay agile, focus on data quality, and ensure their organizations are prepared for the next generation of AI-enabled finance. From managing expectations to defining tangible outcomes, this episode is an essential listen for CFOs looking to move beyond buzzwords and deliver meaningful digital transformation. Key topics covered: The difference between AI-enabled tools and building AI from scratch—and why most finance teams are already using AI without realising it. Why the biggest implementation risks aren't technical but cultural and process-related. How to distinguish transformation from implementation—and why most projects should involve both. The importance of defining measurable outcomes before investing in technology. Why simplification, standardisation, and clean data are the foundations for any successful AI adoption. How CFOs can future-proof their finance function by focusing on integration, agility, and benefit-driven technology selection. Links Hannah Munro on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 01:00 Why AI isn't new—and how finance teams are already using it unknowingly 03:25 Implementation vs. transformation: the fundamental question every CFO must ask 07:30 Why traditional RFP processes often fail in fast-changing tech environments 10:45 The hidden cost of customisation and how to challenge unnecessary complexity 16:15 Measuring the true value and ROI of finance technology projects 19:20 Why every tech implementation should also be a transformation initiative 27:20 Using psychology and “nudging” principles to drive behavioural change in transformation 33:30 Preparing for AI: simplify processes, integrate systems, and clean your data 38:40 The limits of AI: understanding data quality, context, and validation 44:30 Looking ahead—how AI, automation, and integration will redefine the finance function 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

https://www.youtube.com/watch?v=xOotp0bZAdU .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/294IkTuJrgCIgxARFhnHZW In today's rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical expertise—it requires a profound shift in mindset, leadership style, and strategic vision. In this episode, Dave Osh, a seasoned CFO, CEO, and mentor, joins host Kevin Appleby to share his unique path from fighter pilot to corporate leader, and the critical lessons learned along the way. The episode opens by underscoring the importance of leadership agility and the ability to adapt to new domains, stakeholder dynamics, and the ever-changing demands of the C-suite. Dave Osh discusses the challenges CFOs face when stepping into broader leadership roles, emphasizing the need for executive presence, effective communication, and a deep understanding of both business strategy and human psychology. He introduces his “CFO aura” framework—openness, unattached perspective, resonance, and authenticity—as essential qualities for finance leaders aspiring to become strategic collaborators and inspirational CEOs. Drawing from his books and real-world experiences, Dave provides actionable insights for finance professionals seeking to unlock their leadership potential and drive meaningful change within their organizations. Key topics covered: The journey from CFO to CEO requires a shift from technical mastery to strategic leadership Executive presence and effective communication are critical for C-suite success The “CFO aura” framework: openness, unattached perspective, resonance, authenticity Navigating stakeholder relationships and organizational politics is essential Continuous learning and personal development underpin leadership growth Playfulness and joy can empower leaders and foster a positive work culture Links Dave Osh on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:02:07 Dave Osh's unique journey from fighter pilot to CFO and CEO 0:05:29 Challenges and learning curves in becoming a CFO 0:10:43 Developing executive presence and the “CFO aura” framework 0:15:28 Practical advice for CFOs to avoid being seen as a naysayer 0:20:04 Transition from CFO to CEO and lessons on leadership philosophy 0:30:15 Dave's books and frameworks for leadership development 0:38:35 The role of playfulness and joy in effective leadership 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

Send us your thoughtsHost Hannah Munro sits down with Kevin Appleby, host of the Grow CFO Show, to share hard-won lessons from finance transformation projects. From failed demos to faster closes, they explore how CFOs can avoid common pitfalls and deliver real value.In this episode, you'll learn:How to approach system selection with scenarios and use cases, not just feature lists.Why keeping solutions simple and phased prevents failure points.The importance of engaging naysayers and building super users for adoption.Why benefits come from people and process changes, not just technology.Practical lessons for faster month-end closes and smarter procurement processes.How CFOs can communicate with boards, influence decisions, and choose the right timing for go-live.Links mentioned: Kevin's Linkedin Learn more about GrowCFO Join the Grow CFO community Discover more with Anchor Customer Story  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

https://www.youtube.com/watch?v=H4pb1S_bdgE .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/4QIAi3e2eHEp57xjU474IH In today's competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win business. In this episode, James Donovan, Founder of Nine Two Media, joins host Kevin Appleby to challenge the conventional approach to selling CFO services. The conversation opens by emphasizing that business owners rarely seek out a “fractional CFO” by name; instead, they are looking for solutions to pressing problems—especially those that keep them up at night, like cash flow and financial clarity. Donovan shares insights from his experience helping accounting firms and CFOs shift their marketing from generic service offerings to problem-solving, value-driven messaging. He explains why focusing on the client's pain points, leveraging digital marketing channels like LinkedIn and Facebook, and building authority through content and podcasting are essential for growth. The episode offers actionable strategies for finance professionals to reposition themselves as indispensable advisors, not just another service provider. Key topics covered: Business owners buy solutions to problems, not “fractional CFO” services Effective marketing focuses on client pain points, not credentials or titles LinkedIn and Facebook are key channels for building authority and generating leads Relying solely on referrals is not a sustainable marketing strategy Podcasting and content creation help establish credibility and reach new audiences Case studies and client success stories are powerful tools for differentiation Links James Donovan on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:05:00 Trends in the fractional CFO market and the shift toward advisory roles 0:07:55 Why selling “fractional CFO” services misses the mark—focus on solving business problems 0:11:16 Digital marketing strategies: LinkedIn and Facebook for lead generation 0:17:15 The role of websites and content in attracting clients 0:22:07 The need for proactive marketing and moving beyond referrals 0:24:03 Podcasting as a tool for authority and business development 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

https://www.youtube.com/watch?v=AYLpc5IwiOU .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/6IMVXCScEJEc6NiajXTBWm In the ever-changing world of finance, resilience and determination have become indispensable qualities for modern CFOs. In this episode of the GrowCFO Podcast, Kevin Appleby speaks with Ademola Odewade, CEO of K-Dems Consulting Limited and host of the Diary of a CFO Podcast. Together, they explore why hard work consistently outperforms raw talent in the journey to leadership. The discussion highlights the critical role of perseverance, adaptability, and a growth mindset for finance professionals navigating complex business environments. Ademola shares his inspiring path from Nigeria to the UK, illustrating how overcoming adversity, embracing continuous learning, and leveraging effective communication have shaped his success. Through candid stories and practical advice, he and Kevin discuss the expanding responsibilities of CFOs, the necessity of self-belief, and the power of taking ownership. This episode offers actionable lessons for finance leaders, demonstrating that resilience and relentless effort are the true drivers of sustainable achievement in today's demanding corporate landscape.For further support, explore our BetterHelp partner link. Key topics covered: The importance of rational, well-supported business valuations for CFOs Common mistakes founders and finance teams make in the valuation process Why valuations are often driven by optics rather than true economic value The impact of market cycles and AI hype on company valuations The critical role of management quality and organized financials in achieving accurate valuations Actionable tips for CFOs preparing for a valuation process Links Ademola Odewade on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:22 Introduction of Dan Eyman and the importance of business valuation 0:05:17 Dan Eyman's background and entry into the valuation field 0:09:00 Common mistakes in valuation and the need for early CFO involvement 0:13:51 Why valuations can be “smoke and mirrors” and the reality behind headline numbers 0:18:41 The impact of AI and market cycles on valuation trends 0:39:07 The role of management quality and organized financials in valuation 0:45:13 Practical tips for CFOs preparing for a valuation 0:51:09 Final advice for businesses: be rational, organized, and build a compelling valuation story 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

https://www.youtube.com/watch?v=AoM5IDJs7aQ&t=4s .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3dt6y0dCZCf7tqpUikFKIz Business valuation is a critical responsibility for CFOs, especially as companies navigate funding rounds, acquisitions, or exits. In this episode, Dan Eyman, Managing Director of Meld Valuation, joins host Kevin Appleby to demystify the process and underscore why understanding true business value is essential for financial leaders. The conversation opens by highlighting the importance of rational, well-supported valuations and the pivotal role CFOs play in ensuring financial organization and transparency. Eyman shares his journey from cell biology to valuation expert, offering practical insights into the common pitfalls founders and finance teams encounter. He explains why valuations can often be “smoke and mirrors,” driven by optics rather than economic reality, and stresses the need for CFOs to be proactive, organized, and realistic. The discussion also explores the impact of market cycles, the influence of AI on valuations, and the necessity of qualitative judgment alongside quantitative analysis. Throughout, Eyman provides actionable advice for CFOs preparing for valuation, emphasizing the value of a strong finance function and a compelling narrative to support the numbers. About Dan Eyman Dan Eyman is the Managing Director of Meld Valuation, a firm specializing in independent, audit-ready valuations for venture-backed startups and venture capital firms. With over two decades of experience in valuation and financial advisory, Dan has worked with early- and growth-stage companies across a range of industries, guiding them through complex financial decisions related to fundraising, equity compensation, and M&A. He is known for his expertise in the valuation of complex instruments such as convertible debt and SAFEs, as well as 409A valuations and ASC 820 fair value measurements. Dan's commitment to delivering clear, defensible valuations has made him a trusted partner to founders, CFOs, and investors. Through Meld Valuation, he continues to support the startup ecosystem by offering insight-driven services that help companies, venture firms, and their stakeholders make informed financial decisions with confidence. Key topics covered: The importance of rational, well-supported business valuations for CFOs Common mistakes founders and finance teams make in the valuation process Why valuations are often driven by optics rather than true economic value The impact of market cycles and AI hype on company valuations The critical role of management quality and organized financials in achieving accurate valuations Actionable tips for CFOs preparing for a valuation process Links Dan Eyman on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:22 Introduction of Dan Eyman and the importance of business valuation 0:05:17 Dan Eyman's background and entry into the valuation field 0:09:00 Common mistakes in valuation and the need for early CFO involvement 0:13:51 Why valuations can be “smoke and mirrors” and the reality behind headline numbers 0:18:41 The impact of AI and market cycles on valuation trends 0:39:07 The role of management quality and organized financials in valuation 0:45:13 Practical tips for CFOs preparing for a valuation 0:51:09 Final advice for businesses: be rational, organized, and build a compelling valuation story 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.

Facebook Twitter LinkedIn WhatsApp Email #246 The Nonprofit CFO Playbook: Strategy, Stewardship, and Scale Tinashe Chigede, Director of Finance and Administration, SOS Children's Villages USA https://youtu.be/ofti6Vpcyko Your browser does not support the audio element. In this compelling episode of The GrowCFO Show, Kevin Appleby explores the unique challenges and opportunities facing nonprofit CFOs through an insightful conversation with Tinashe Chigede, Director of Finance and Administration at SOS Children's Villages USA. The discussion delves into the critical role of financial leadership in nonprofit organizations, where CFOs must balance fiscal responsibility with mission-driven outcomes while navigating complex funding landscapes and donor relationships.Chigede shares his remarkable personal journey from attending an SOS Children's Villages primary school in Zimbabwe to becoming a senior finance leader at the same organization that shaped her early life. The conversation reveals how nonprofit CFOs must evolve beyond traditional operational roles to become strategic partners who align financial decisions with long-term mission outcomes, diversify funding streams, and build sustainable financial models that support vulnerable children and families across 130 countries.The episode provides valuable insights into the nonprofit sector's financial complexities, including the management of restricted versus unrestricted funds, the importance of fundraising ROI, and the critical need for transparency and accountability in donor stewardship. Chigede's expertise demonstrates how effective financial leadership in nonprofits requires a unique blend of strategic thinking, mission alignment, and stakeholder relationship management. Key topics covered: Strategic Evolution: Transformation from operational finance roles to strategic financial leadership that aligns budgets with mission outcomes and guides organizational risk managementFunding Diversification: Critical importance of developing multiple revenue streams including government funding, individual donors, and foundation grants to ensure organizational sustainabilityDonor Stewardship: Building trust through transparency, accountability, and demonstrating tangible results to maintain long-term donor relationships and secure recurring fundingMission-Financial Integration: Balancing restricted and unrestricted funding while tracking both financial KPIs and mission-driven metrics to measure organizational effectivenessPersonal Impact Leadership: Leveraging personal connection to the organization's mission to drive authentic leadership and overcome imposter syndrome in senior finance rolesAI and Innovation: Embracing technology and artificial intelligence as powerful tools for financial analysis and strategic communication in the nonprofit sector Links Tinashe Chigede on LinkedInKevin Appleby on LinkedInGrowCFO Mentoring Timestamps 0:02:47 Introduction to SOS Children's Villages USA mission and global impact serving 2.5 million children annually0:05:21 Tinashe's educational background and 15+ years in nonprofit finance, plus personal connection to SOS schools0:28:39 Overcoming imposter syndrome and personal growth from beneficiary to organizational leader0:06:43 Role evolution from operational focus to strategic financial leadership and board communication0:15:00 Funding diversification strategies including government funding and donor relationship management0:25:30 Key performance indicators balancing fundraising ROI with mission-driven outcomes 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.

https://www.youtube.com/watch?v=las4ugear3s .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3wOUdF52mYu7TzzdsmlING In this episode of The GrowCFO Show, Kevin Appleby engages with Gilles Bonelli, Founder and CEO of SEE THE NEXT MOVE, to explore the practical applications of AI in finance beyond the hype. Gilles, with his extensive background in management consulting and digital transformation, established his startup to help finance leaders implement meaningful AI solutions. The conversation delves into how finance professionals can leverage AI effectively across various roles and processes, with Gilles introducing his company's 30 role-specific AI finance playbooks designed to guide implementation with the support of AI-trained subject matter experts. The discussion examines three primary families of AI use cases in finance: personal and team productivity enhancements, entirely new capabilities enabled by AI, and process optimization. Gilles emphasizes the importance of clean data for successful AI implementation, particularly in areas like forecasting, and advocates for a structured approach that considers both process and technology. The episode also addresses persistent challenges in finance transformation that have remained largely unchanged for 25 years, questioning whether AI truly offers solutions to longstanding issues like faster month-end closing and improved forecasting. Key topics covered: Gilles Bonelli's startup SEE THE NEXT MOVE cuts through AI hype by leveraging a 700-strong network of professionals to identify genuine use cases for finance functions AI applications in finance fall into three categories: productivity enhancement, enabling new capabilities, and process optimization Clean data is essential for successful AI implementation, particularly for advanced applications like forecasting AI is transforming traditional finance roles, creating opportunities for more strategic business partnering and sustainability focus Despite technological advances, many finance teams still struggle with the same challenges from 25 years ago, including month-end closing and forecasting Links Gilles Bonelli on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:09:48 Gilles introduces his startup SEE THE NEXT MOVE and its mission to cut through AI hype in finance 0:11:17 Explanation of how the company leverages its professional network to identify real AI use cases 0:38:26 Discussion on whether AI can solve longstanding finance challenges like faster month-end closing 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

https://open.spotify.com/episode/03u50sozLnuFp4IEmAWJ25 In episode 244 of The GrowCFO Show, Kevin Appleby interviews Olaide Olunloyo, Head of Finance, Jesus House, about the strategic role of CFOs in nonprofit organizations. Olaide shares her extensive experience as the head of finance at Jesus House and its sister charity, Festival of Life, providing valuable insights into the unique challenges and opportunities facing finance leaders in the nonprofit sector.Throughout the conversation, Olaide emphasizes the importance of purpose-driven leadership in nonprofit finance, highlighting how transparency, strategic thinking, and stakeholder engagement are crucial for success. She discusses the evolution of her role from operational tasks to strategic leadership, and how finance professionals in nonprofits must balance traditional financial management with impact measurement and mission fulfillment. Olaide also shares her personal journey, including the establishment of her own foundation, Precious Seeds Foundation, which supports underprivileged children in Africa. Key topics covered: Nonprofit finance leaders must be driven by purpose beyond financial metrics, as the sector requires a commitment to mission that transcends traditional compensation incentives Transparency and integrity are fundamental to building trust with donors and stakeholders, requiring finance teams to develop systems that clearly track and report on restricted and unrestricted funds The role of finance in nonprofits has evolved from purely operational to strategic, with CFOs now actively involved in grant applications, project planning, and measuring impact beyond traditional financial KPIs Effective cash flow management is critical in nonprofits, requiring tight week-to-week planning, contingency strategies, and rolling annual planning cycles to respond to changing needs Nonprofit CFOs must "THRIVE" by embracing Transparency, Horizontal thinking, Resilience, Integrity, Values, and Engagement to lead their organizations through uncertainty with courage, clarity, and compassion https://www.youtube.com/watch?v=kn0jJKKF6Co Links Olaide Olunloyo on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 10:55 Olaide shares her journey into nonprofit finance and how purpose drives her work despite the different pay scales compared to the corporate sector 19:36 Discussion of the complex financial systems required to manage restricted and unrestricted funds in nonprofit organizations 30:15 Explanation of how finance teams collaborate with community and fundraising teams on grant applications and project implementation 35:40 Insights into measuring project impact beyond traditional financial metrics using pre- and post-project surveys 49:09 Olaide discusses balancing her full-time role with running her personal foundation through strategic delegation and focus 50:52 Introduction of the "THRIVE" framework for nonprofit finance leaders, emphasizing transparency, horizontal thinking, resilience, integrity, values, and engagement 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

https://open.spotify.com/episode/229S6uGYFdmhClCkf9I9Bc In this insightful episode of The GrowCFO Show, host Kevin Appleby welcomes Melanie Coeshott, a GrowCFO Facilitator, to discuss the concept of "Finance Fit" - a framework designed to help finance teams prepare for their next evolutionary chapter. Melanie introduces her innovative F-I-T mnemonic, which stands for Future-oriented, Innovative, and Thriving, providing a structured approach for finance professionals to adapt to changing business landscapes. The conversation explores how finance teams can shift from their traditional backward-looking roles to become more proactive, creative partners in business decision-making. Kevin and Melanie discuss the challenges finance professionals face in making this transition, including mindset barriers, change fatigue, and the need for leadership support. They emphasize that becoming "Finance Fit" requires not only technical skill development but also personal growth, relationship building, and finding fulfillment in one's work. Key topics covered: The "Finance Fit" concept represents a significant mindset shift for finance professionals, requiring them to balance their traditional reporting responsibilities with forward-looking strategic contributions Innovation in finance doesn't necessarily mean radical changes but can involve small, incremental improvements that collectively drive significant value for the business Finance professionals often struggle with "change fatigue" and need permission from leadership to experiment, fail, and learn from their experiences Building strong relationships across the organization is crucial for finance teams to effectively contribute to business transformation Personal development and job satisfaction are essential components of the "Thriving" element, with tools like StrengthsFinder helping finance professionals identify and leverage their natural talents https://www.youtube.com/watch?v=kST0q4krSxs Links Melanie Coeshott on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:45 Introduction to the "Finance Fit" concept and explanation of the F-I-T mnemonic 0:12:30 Discussion of the challenges finance professionals face in becoming more future-oriented 0:18:15 Exploration of innovation in finance and overcoming resistance to change 0:27:45 The importance of thriving as finance professionals through resilience and relationship building 0:35:20 Strategies for improving job satisfaction and playing to strengths in finance roles 0:42:32 Next steps for developing and implementing the Finance Fit framework 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

#242 What Makes a Great CFO Mentor with Jen Burton https://open.spotify.com/episode/7HJsdEsjcZxTtIAj8mfRzH In this insightful episode of The GrowCFO Show, host Kevin Appleby interviews Jen Burton, a new mentor at GrowCFO and current Chief Financial Officer at RJE Business Interiors based in Indianapolis. Throughout their conversation, Jen shares her extensive experience spanning multiple industries including her significant 14-year tenure at Rolls Royce, where she implemented global finance shared services strategies and led successful system integrations. The discussion explores Jen's journey from public accounting to various CFO roles, highlighting her operational and strategic expertise. Particularly valuable is Jen's perspective on mentorship, as she discusses how her diverse experiences - from implementing ERP systems to managing finance transformations - have shaped her approach to guiding other finance professionals. Her unique background, including her skydiving experience, provides powerful metaphors for the trust and teamwork required in effective financial leadership. Key topics covered: Jen identifies primarily as an operational CFO with strong process-driven and team-oriented skills, though she has significant experience in strategic roles and as a trusted advisor Drawing from her experience implementing global finance shared services at Rolls Royce, Jen emphasizes the importance of change management and having the right people in the right roles Jen shares personal insights about overcoming imposter syndrome, offering practical advice for new CFOs on building confidence through breaking tasks into manageable steps The discussion explores how Jen's skydiving experience taught valuable lessons about trust and teamwork that directly apply to financial leadership Kevin highlights the distinction between mentoring and coaching, explaining that mentors bring valuable "war stories" and practical experience rather than just guiding mentees to find their own answers https://youtu.be/xMVa9RiS_pI Links Jen Burton on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:03 Introduction to Jen Burton as a new GrowCFO mentor and CFO at RJE Business Interiors 0:20:00 Discussion of different CFO types and Jen's identification as primarily an operational CFO 0:25:15 Jen shares her skydiving experience and the parallels to teamwork in finance 0:30:45 Exploration of Jen's experience implementing global finance shared services at Rolls Royce 0:38:20 Discussion about imposter syndrome and building confidence as a CFO 0:46:42 Kevin explains the value of mentorship and the importance of chemistry between mentor and mentee 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

#241 Why Risk Management Is Getting Harder with Chris Wright https://open.spotify.com/episode/6SVItUVYbrCIahAkOKZXw1 In this episode of The GrowCFO Show, host Kevin Appleby speaks with Chris Wright, Managing Director at Protiviti and leader of their global finance transformation solution. The conversation explores Protiviti's comprehensive risk survey, highlighting the key risks companies are facing in the current economic climate. Chris provides valuable insights into how CFOs and finance leaders should approach risk acknowledgment, evaluation, and mitigation in the coming year. The discussion covers several critical risk areas, including economic conditions and inflation pressures, labor and talent shortages, cybersecurity concerns, and emerging risks associated with AI implementation. Chris emphasizes the importance of CFOs developing "muscle memory" for frequent re-forecasting due to economic uncertainties, while also highlighting how AI can help address labor shortages by automating mundane tasks and enriching the work experience of finance professionals. Key topics covered: Economic conditions, including inflation pressures, represent the top risk concern for companies, requiring CFOs to develop stronger forecasting capabilities Labor shortages in finance are driving increased costs and creating challenges in hiring and retention AI offers significant benefits for finance functions, including cost savings and improved efficiency in areas like cash application and payables Cybersecurity remains a persistent concern despite improvements in system security Emerging risks from AI implementation include data quality issues, over-reliance, and potential cybersecurity vulnerabilities https://youtu.be/LqF4t5IT0n8 Links Chris Wright on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:15 Chris Wright introduces himself and his role at Protiviti 0:25:19 Analysis of economic conditions and inflation as top risks 0:34:47 Exploration of labor and talent shortages in finance 0:42:13 Examination of AI benefits and implementation in finance functions 0:50:39 Discussion of cybersecurity risks and cloud computing challenges 0:56:51 Conversation about emerging risks associated with 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

Hour 2 for 7/1/25 Drew prayed the Chaplet of Divine Mercy with Brooke Taylor (1:00). Then, Kevin Appleby covered the US Bishops pushback on the Trump administration's immigration policies (27:11). Topics: Big Beautiful Bill (38:56), caller: I was harmed by an illegal immigrant (40:10), caller: I have a problem with illegal immigration (43:22), and caller: I have a problem with deportations (48:13). Link: https://cmsny.org/about/team/

#240 Scaling from Startup to 80+ Employees: CFO Lessons in Fast Growth with Melissa Hurrington https://open.spotify.com/episode/2axThM3x9wuvBPGhK9wmza In this compelling episode of The GrowCFO Show, Kevin Appleby interviews Melissa Hurrington, CFO and VP of Operations at Premier Claims. The conversation explores the critical challenges and valuable lessons learned during Melissa's seven-year journey scaling Premier Claims from a four-person startup to an organization with over 80 employees and a 44,000 square foot corporate headquarters. The episode delves into Melissa's authentic leadership approach and how she has built a strong personal brand separate from her corporate identity. Melissa shares candid insights about overcoming imposter syndrome, the importance of vulnerability in leadership, and how she has navigated the complexities of rapid organizational growth while maintaining her authentic self. Her experiences provide valuable guidance for finance leaders managing similar growth trajectories and those looking to develop their personal brand alongside their professional role. Key topics covered: Melissa's journey from being employee number four at Premier Claims to leading the company through exponential growth and the acquisition of a large corporate headquarters The importance of separating personal brand from corporate identity and building a legacy beyond professional titles How vulnerability and authenticity on LinkedIn helped Melissa connect with a broader audience and inspire others in the finance community Strategies for overcoming imposter syndrome and gaining confidence as a leader in high-growth environments The value of peer networks and learning from other CFOs when navigating the challenges of scaling a business https://www.youtube.com/watch?v=Dsa5QZtXo50 Links Melissa Hurrington on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:43 Melissa introduces herself and Premier Claims, describing the company's growth from a startup with four employees to purchasing a 44,000 square foot corporate headquarters 0:31:49 Melissa discusses the importance of building her personal brand separate from her corporate identity and not being defined by her title 0:35:20 Discussion about using LinkedIn as a platform for authentic leadership and how vulnerability in posts has resonated with others 0:42:15 Melissa shares her experience with imposter syndrome and how she overcame it by connecting with other finance leaders 0:48:30 The importance of peer networks for CFOs and how they help combat isolation in leadership positions 0:54:13 Melissa reveals her future plans, including writing a book and continuing to grow Premier Claims while developing her leadership team 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

#239 How to Fund a Fast-Growing B2B SaaS Startup with Janelle Gorman https://open.spotify.com/episode/0Qwxrp77mQV0CvmHThso7C In this insightful episode of The GrowCFO Show, host Kevin Appleby explores the critical topic of funding fast-growing B2B SaaS startups with Janelle Gorman, CFO at York IE. Securing appropriate funding remains one of the most significant challenges for SaaS founders, particularly in today's fluctuating investment landscape. Understanding the criteria investors use and developing effective fundraising strategies can make the difference between startup success and failure.Janelle Gorman brings her extensive experience as a CFO with high-growth subscription model companies and her current role at York IE, an early-stage investment firm that has deployed $60 million across approximately 60 companies. The conversation provides valuable insights into investment criteria, fundraising strategies, and the importance of product-market fit. Janelle also discusses York IE's unique approach to supporting founders through both investment and services designed to help companies scale effectively. Key topics covered: York IE's dual business model as both an investment firm and service provider for early-stage companies Critical investment criteria including the importance of the founding team and demonstrating product-market fit Effective fundraising strategies and the challenges of raising capital in the current market The Tech Women Invest initiative aimed at increasing female participation in investing Pragmatic approaches to growth and resource management for SaaS startups https://www.youtube.com/watch?v=Xp4amxAIoUM Links Janelle Gorman on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:24 Introduction to Janelle Gorman and her role as CFO at York IE 0:13:15 Explanation of York IE's business model and investment approach 0:18:30 Discussion of investment criteria and the importance of the founding team 0:22:45 Insights on fundraising strategies and market conditions for 2025 0:27:38 The importance of speed in implementing solutions and demonstrating value 0:33:49 Future outlook for York IE and the investment landscape 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

#238 Why CFOs Who Ignore Excel & Automation Are Falling Behind https://open.spotify.com/episode/0pwzX0ujbANt79RKKxEDMD In this insightful episode of the GrowCFO Show, Kevin Appleby sits down with Richard Nero, a Microsoft Excel MVP and GrowCFO Facilitator who specializes in finance systems consultancy. The conversation explores the critical importance of Excel proficiency and automation for modern finance leaders. As businesses increasingly rely on data-driven decision making, CFOs who fail to embrace these technological tools risk falling behind their more tech-savvy counterparts. Richard Nero brings his extensive experience in Excel, Power BI, and automation to the discussion, sharing how these tools can transform finance operations and create significant efficiencies. The episode provides valuable insights for finance professionals looking to enhance their technical capabilities and leverage automation to focus on more strategic aspects of their roles, rather than getting bogged down in manual processes that consume valuable time and resources. Key topics covered: Richard's journey from early Excel exposure to becoming a Microsoft Excel MVP and finance systems consultant The critical importance of Power Query as a game-changing tool for finance professionals How automation can free finance teams from manual data entry to focus on analysis and strategic decision-making The competitive advantage gained by CFOs who embrace technological tools versus those who resist change The value of continuous learning and staying current with evolving finance technologies https://youtu.be/wIPL5EncKVg Links Richard Nero on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:23:12 Introduction of Richard Nero, Microsoft Excel MVP and finance systems consultant 00:25:30 Richard discusses his early exposure to Excel and career progression in finance 00:32:15 Exploration of the "Mastering Excel for Finance" course and its key components 00:38:40 Discussion of Power Query's transformative impact on financial reporting 00:42:20 How automation is changing the role of finance professionals 00:48:15 The importance of continuous learning in the rapidly evolving finance technology landscape 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

Hour 3 for 6/11/25 Kevin Appleby joined Drew to discuss the broken American immigration system (1:00). Callers: My experience as an illegal immigrant (11:57), I immigrated legally (15:54), we need reform (19:57). Then, Former Congressman Fortenberry discussed the politics of immigration (31:11). Callers: cheap labor (35:40), I worked as a border agent (42:40), and The Dignity Act (48:56). Link: https://cmsny.org/ @JeffFortenberry

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

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

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

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

Hour 1 for 11/12/24 Drew welcomed John Knutsen to discuss the retirement for religious fund (16:48). Then, Kevin Appleby broke down immigration in the second Trump administration (20:46) and a spiritual perspective on deportation (43:57). Callers shared their perspectives: My husband is an illegal immigrant but urged me to vote for Trump (45:38) and I want a safe country (48:34). 

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.

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). 

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

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  

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