Podcasts about strategic finance

In this unique episode of The Recovery Vow, Eric Kennedy takes the conversation to the course teeing up an honest round of golf and life with three friends who aren't in recovery, but deeply understand what it means to show up, lead well, and live intentionally. Joining Eric on the course at The River Club are Zach from Augusta Golf, Scott Fitzgerald of Strategic Finance, and amateur golfer Sam Jackson. Together, they share stories about fatherhood, mentorship, business, pressure, and the deep community that forms over 18 holes. The episode weaves through laughter, honest reflections about growing up around addiction, the mental game of golf, the struggle of missed dreams, and the surprising ways healing and connection show up when you're not even looking. Whether you're in recovery or just navigating the ups and downs of life, this episode reminds us that shared passions — like golf — can become sacred ground for brotherhood, support, and grace. --- Subscribe to Recovery Vow for more stories of grace, marriage restoration, and faith-based recovery. Follow us on IG: @recoveryvow Let me know if you'd like a shorter version too (for YouTube or podcast platforms). Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode of the Second in Command podcast, co-host Sivana Brewer is joined by Jarrell Ku, Business Operations and Strategic Finance Lead at GrowthAssistant.In this fascinating conversation, Sivana and Jarrell dive into the delicate balance of maintaining productivity while fostering genuine connections in a distributed work environment. You'll discover creative ways to break free from the cycle of endless meetings and discover how intentional communication can transform collaboration. Alongside practical strategies, they also reflect on the human side of remote teamwork, revealing how shared experiences beyond the digital workspace help strengthen bonds and build culture.Get a glimpse into the dynamics of an executive partnership that thrives on trust, complementary strengths, and honest dialogue. The nuances of working closely together, knowing when to challenge and when to support, come to life through candid reflections on leadership styles and communication rhythms. You'll hear about the importance of transparency and alignment, emphasizing how regular check-ins and updates create a shared sense of purpose and momentum.The conversation also touches on the often unseen layers of responsibility that keep an organization running smoothly, from routine tasks to strategic initiatives. Whether you're scaling a business or navigating your own team, this conversation offers plenty to reflect on.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:Jarrell's day-to-day responsibilities at GrowthAssistant, including finance, data analysis, special projects, and supporting the CEO.The importance of data tracking in sales, covering key metrics such as funnel metrics, conversion rates, and sales cycles.The challenges of managing a remote, cross-functional team, including the need for intentional meetings and quicker communication. Why GrowthAssistant values dual responsibility in sales roles, ensuring that sales reps are also involved in client support and account management. The company's focus on recruiting high-quality talent, both in terms of hard skills and durable skills like communication and problem-solving. And much more...Resources:Connect with Jarrell: Website | LinkedInConnect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to building effective business partnerships that drive real impact.Nate Saperia is a finance veteran with a background spanning economic consulting, corporate finance at companies like GE and Hess, and advising private equity-backed firms on financial planning and analysis. Recently, Nate launched his own consulting firm, focusing on helping businesses navigate strategic finance challenges and achieve smarter growth. Known for his clear and pragmatic approach, Nate is passionate about helping FP&A professionals elevate their role beyond reporting into true business partnering.Expect to Learn:Why truly great FP&A means understanding the business and enabling better decision-making.How to break down high-level financial goals into clear, measurable, and actionable KPIs.The nuanced difference between traditional FP&A and strategic finance roles.What it's like working in private equity-backed companies, including the heavy reporting demands and rapid pace.The top technical and interpersonal skills FP&A professionals should prioritize now.Here are a few quotes from the episode:“If we had truly clean data, FP&A would be more exciting because we'd spend more time on analysis, less on manual work.” - Nate Saperia“Business partnering is about empathy and understanding others' perspectives, not assuming you have all the answers.” - Nate Saperia“Power Query is the single most important technical skill for FP&A professionals today it solves most data cleansing headaches.” - Nate SaperiaNate delivers a thoughtful and practical perspective on the evolving role of FP&A, especially within private equity-backed companies. He highlights the importance of building actionable KPIs, mastering essential technical skills like Power Query, and developing genuine business partnerships grounded in empathy and understanding. This episode is a must-listen for finance professionals aiming to elevate their strategic impact and navigate the fast-paced demands of PE environments.Corporate Finance Institute: Master real-world finance skills with CFI's FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Nate:LinkedIn - https://www.linkedin.com/in/nathansaperia/Website -

Send us a textIn this episode of The Margin Method, Steve shares the turning point that changed everything during his time as CFO of a billion-dollar construction company. When margins tightened and chaos crept in, he built a tool that reshaped how he approached strategy and financial decisions. This episode unpacks the powerful intersection of finance and focus, revealing how understanding the right levers can create clarity, drive cash flow, and restore control. If you're tired of working harder with no increase in profit, this conversation will help you reframe how you lead and scale. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

What's driving finance leaders' strategic planning in 2025—and its future trajectory? In this data-packed episode, we welcome back Craig Schiff, CEO of BPM Partners to unpack the findings from Vena's 2025 State of Strategic Finance Report. From AI adoption to strategic business partnering, Craig dives into key insights on how finance leaders are navigating change, deploying technology, and building more connected and capable teams. Drawing from the report's insights, Craig reveals the critical direction finance teams must take to remain competitive and efficient. Together with host Melissa Howatson, Craig explores major themes from this year's survey, including a surprising optimism among finance leaders, a rise in cross-functional collaboration, and the evolving role of AI within finance operations. If you're a finance leader seeking clarity on where the industry is headed, this is your roadmap. Discussed in This Episode: Why finance leaders are feeling optimistic in 2025 The expanding strategic role of finance in business How teams are managing talent shortages while still growing What's driving widespread adoption of planning technology The real state of AI in finance and what's working Common traits of mature finance organizationsFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Ever wonder how businesses scale successfully - or why some promising companies unexpectedly falter? In this enlightening episode of ‘The Cash Rich Exit Podcast', host Colleen sits down with Shady Abboud, CEO of Unloop Accounting and Founder of Storyline Financial. Shady specializes in helping businesses turn complex financial data into actionable insights that drive strategic growth and profitable exits.   From identifying red flags in your cash flow to understanding the crucial difference between accounting and finance, Shady breaks down key concepts every entrepreneur needs to grasp. This conversation will equip you with essential tools to make informed decisions, ensuring your business doesn't just survive but thrives and achieves a cash-rich exit.   Key highlights from this episode:  

Welcome to the optYOUmize Podcast where we help entrepreneurs build the business AND life of their dreams. Get tips, tactics, stories, and inspiration from interviews with business and personal development experts and lessons from my own successes and failures so you can make more, work less, and live better. You don't have to go it alone--we're here to support and motivate you, and encourage you to keep going until you reach your goals. Follow optYOUmize Podcast with Brett Ingram: LinkedIn | YouTube | Instagram | Facebook | Website Summary In this episode of the optYOUmize Podcast, Brett Ingram speaks with Salvatore Tirabassi, Managing Director of CFO Pro Analytics. They discuss Salvatore's journey from his immigrant roots to becoming a strategic finance expert, the evolution of business financing, the impact of technology on entrepreneurship, and the critical importance of understanding customer acquisition costs and metrics for business success. In this conversation, Salvatore Tirabassi shares insights on the importance of finance as a business enabler, common mistakes entrepreneurs make in fundraising, the nuances of debt versus equity financing, and the critical role of company culture in achieving success. He emphasizes the need for preparation in fundraising, the value of understanding financial mechanics, and how a strong company culture can drive performance and employee satisfaction. Visit https://cfoproanalytics.com to explore the transformative power of strategic CFO insights, and see how these insights can elevate your business performance. Chapters 00:00 Introduction to Salvatore Tirabassi and His Journey 04:52 The Evolution of Business Financing 10:10 Leveraging Technology for Entrepreneurs 14:52 Understanding Customer Acquisition Costs 20:05 The Importance of Metrics in Business Success 26:24 Understanding Finance as a Business Enabler 33:18 Common Mistakes in Fundraising and Finance 40:43 Debt vs. Equity: Understanding Capital Options 46:32 The Impact of Company Culture on Success #businessfinancing, #fundraising, #customeracquisition #personalgrowth #personaldevelopment #entrepreneurship #optyoumize #brettingram #entrepreneurpodcast #podmatch Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textMaster business finance for free with 100+ video lessons—no gimmicks, no hooks, just valuable knowledge: https://www.byfiq.com/Most companies get stuck in operating finance, but the real power lies in strategic finance where financial insights drive big decisions and long-term growth.In this episode, Steve breaks down the key differences and why mastering both can make you a powerhouse in business. Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Get your copy of Cash Flow today!Continental US: Claim your free copy hereWorldwide: Available on Amazon Support the show

Finance transformation is no longer an option—it's a strategic necessity. In this episode, we explore the evolving role of finance leaders and the five critical steps to drive business impact. Discover how aligning finance with business goals, embracing AI-driven insights, and building an agile operating model can transform finance into a key enabler of growth, efficiency, and risk management. Don't miss this essential guide for finance leaders ready to lead the future of business strategy. Listen now and stay ahead of the curve. 

Send us a textMaster business finance for free with 100+ video lessons—no gimmicks, no hooks, just valuable knowledge: https://www.byfiq.com/Most professionals know financial literacy is crucial, yet few follow through.In this episode, Steve Coughran uncovers why so many start strong but fail to finish—and what it takes to break the cycle. Through real-world insights and hard-hitting truths, Steve shares why there are no shortcuts to financial success, how distractions derail progress, and what separates those who thrive from those who stay stuck.If you're ready to take control of your financial future, this episode will challenge you to commit, build real skills, and unlock new opportunities.Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Get your copy of Cash Flow today!Continental US: Claim your free copy hereWorldwide: Available on Amazon Support the show

How is the role of the CFO transforming in today's digital age, and how can AI and automation empower financial leaders to navigate this evolution? In this episode, I speak with Bob Stark, Global Head of Market Strategy at Kyriba, to explore how CFOs are becoming strategic business partners, leveraging cutting-edge technology to enhance decision-making, optimize liquidity, and safeguard their organizations against financial risks. Bob provides an in-depth look at how AI is reshaping the finance landscape, moving beyond efficiency to drive smarter, data-driven decisions. He highlights key areas where AI and machine learning are making an impact, such as improving cash forecasting accuracy, automating workflows, and enhancing fraud detection. As fraud threats grow increasingly sophisticated, Bob explains how AI's anomaly detection and policy enforcement at machine speed are critical for protecting financial operations. We also dive into the challenges CFOs face when adopting AI, from building trust in AI systems to balancing automation with human oversight. Bob shares why embedded, turnkey AI solutions are gaining traction and how CFOs can ensure their AI initiatives align with broader business goals. Additionally, we discuss the future of liquidity management, where data-driven insights empower CFOs to make more impactful decisions while reducing inefficiencies. Whether you're a finance professional curious about the potential of AI, or a business leader looking to understand how to integrate these technologies into your operations, this episode offers actionable insights into the evolving role of the CFO and the strategic use of AI in finance. What do you think are the biggest challenges CFOs face in adopting AI? Let's continue the conversation—share your thoughts with us!  

Wolfgang Klein and Jack Hardill are joined by: James A (Sandy) McIntyre, Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments Aug 2000 – 2018. Richard Davis, Vice President Strategic Finance at UKG

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today I'm excited to speak with the founding team of Chemistry, a new venture firm led by Kristina Shen, Ethan Kurzweil, and Mark Goldberg, who recently spun-out of blue chip firms Andreessen Horowitz, Bessemer, and Index Ventures, respectively. The firm just announced a significantly oversubscribed $350MM debut fund. As a new entrant to the market (in the toughest time to start a new firm in over a decade), I wanted to ask them about their blueprint for building a firm, including how they chose to partner up and the work they did beforehand, LP strategies and selection, and what they felt was their unique reason to exist in a highly competitive market. About Kristina ShenKristina Shen is Co-Founder and Managing Partner at Chemistry Ventures, overseeing a $350M fund focused on early-stage software investments. Formerly a General Partner at Andreessen Horowitz (2019-2024), she led significant investments in Mux, Pave, Wrapbook, and Rutter. Kristina specialized in high-growth startups.She began her venture career as a Partner at Bessemer Venture Partners (2013-2019), working with companies such as Gainsight, Instructure, and ServiceTitan. Previously, she worked in investment banking at Goldman Sachs and Credit Suisse, focusing on technology sectors.About Mark GoldbergMark Goldberg is Co-Founder and Managing Partner at Chemistry Ventures since, investing in seed and Series A software startups. Previously, a Partner at Index Ventures (2015-2023), he worked with companies such as Plaid, Pilot, Intercom, and Motive, establishing a strong fintech and software portfolio.Prior to Index, Mark worked at Dropbox in Business Strategy & Operations and Strategic Finance (2013-2015), where he contributed to growth strategies during Dropbox's scaling phase.He started his career as an Analyst at Morgan Stanley (2007-2010) before joining Hudson Clean Energy as a Senior Associate. Mark holds an AB in International Relations from Brown University.About Ethan KurzweilEthan Kurzweil is Co-Founder and Managing Partner at Chemistry Ventures, leading investments at the seed stage for tech-driven startups. He also serves as a board member for companies like Intercom and LaunchDarkly.Previously, Ethan was a Partner at Bessemer Venture Partners (2008-2024), where he worked with companies such as HashiCorp, Twilio, and Twitch. His focus on software and digital platforms spanned roles as board member and investor, contributing to significant IPOs and acquisitions.Early in his career, Ethan worked in business development at Linden Lab (creators of Second Life) and served as a Senior Manager in the CEO's Office at Dow Jones. He holds an MBA from Harvard Business School and an AB in Economics from Stanford University.In this episode, we discuss:* (01:43): Importance of Team Chemistry and Partnership Formation* (03:27): Challenges of Building a Firm in the Current Environment* (08:00): Unique Value Proposition for Early-Stage Founders* (10:18): Early-Stage Focus and Differentiation from Large VC Firms* (16:12): Fundraising Insights and LP Relationship Building* (19:00): Choosing Aligned LPs and Targeting Long-Term Partnerships* (27:23): Single-Trigger Investment Decision-Making Model* (30:12): Balancing Conviction with Collaborative Feedback* (35:23): Independent Decision-Making for Follow-On Investments* (39:19): Personal Contrarian Beliefs about the Venture Industry* (42:18): Closing Remarks on Building a New Venture FranchiseI'd love to know what you took away from this conversation with Kristina, Mark, and Ethan. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

In this episode of the Professional Services Pursuit podcast, Brent welcomes Igor Mamut, VP of Strategic Finance at Kantata, for a deep dive into the evolving role of the CFO in the professional services industry. They explore the strategic imperatives and considerations that finance leaders weigh when investing in new technologies and platforms. Igor shares his extensive experience, discussing the importance of aligning technology investments with both current and future business needs. Whether you're running a services company or selling software to one, this episode offers valuable perspectives on the financial and strategic dynamics at play.Key topics include:The CFO's expanded role from financial gatekeeper to strategic advisorCritical questions for evaluating new platformsAligning tech investments with future goals and operational efficiencyBalancing essential needs versus nice-to-havesLearning from past mistakes and refining decision-making frameworksPreparing for future challenges in a rapidly changing regulatory and economic landscape Hosted on Acast. See acast.com/privacy for more information.

Are you focusing on the right numbers in your business? Measuring what truly matters is essential for effective management. Businesses often overlook the importance of tracking key performance indicators (KPIs) that drive success. In a recent podcast with Claire Hancott, the phrase "what gets measured, gets managed" came up, highlighting the need to monitor metrics aligned with your business goals. Claire explained the value of tracking the drop-through metric, which shows how sales growth affects profitability. She also discussed how cash balance and equity reveal opportunities for better financial management. The key takeaway? Focus on the numbers that matter, such as sales growth, profitability, cash flow, or asset value. By tracking the right KPIs, you can make informed decisions and achieve sustainable growth. Watch the episode here: https://succession.plus/uk/podcasts-uk/claire-hancott/ Get started by knowing how sellable your business is right now. Check out our Business Sellability Scorecard to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2012, after nearly two decades in the airline industry, Zane Rowe made a bold career pivot. Leaving behind his role as CFO at United Airlines, Rowe stepped into the tech world, joining Apple in a sales role—a move many saw as risky but one that would ultimately shape his perspective on finance leadership in the digital age. This decision marked the beginning of a transformative journey that prepared Rowe to navigate the complexities of technology, innovation, and data-driven strategies.Rowe's time in the airline industry laid a solid foundation for his analytical mindset. Reflecting on his experience, he stated, “I recognized early on the power of data and the power of technology and how it could differentiate a good airline from a bad airline.” As he tackled the capital-intensive, data-heavy world of aviation, he developed an appreciation for how technology and data could unlock operational efficiency. His work on profitability models helped him understand how data could unlock hidden insights, a lesson that would become crucial in his later roles in the tech sector.In his roles at EMC and VMware, Rowe saw firsthand how technology could revolutionize business operations. His ability to bridge financial expertise with technology adoption became a defining strength. Now, as CFO of Workday, Rowe applies those lessons to the evolving world of artificial intelligence (AI). For him, AI is not just a tool to streamline processes, but a strategic asset that can unlock untapped value, differentiate companies in competitive markets, and drive business transformation.Rowe views AI as an extension of his long-standing belief in the importance of data. By leveraging AI to analyze massive data sets, CFOs can make faster, more informed decisions. This, he believes, enables finance leaders to be not just stewards of the bottom line but key players in shaping company strategy and future growth. Rowe's multi-industry career journey, with its blend of traditional finance and cutting-edge technology, has uniquely equipped him to lead in the age of AI.

When Salman Khan arrived in Dubai from the U.S. in the early 2000s, he was a seasoned auditor with PricewaterhouseCoopers, ready to narrow his focus on the oil and gas industry. If someone had told him then that he would one day be the CFO of the world's largest Bitcoin mining company, Khan would have undoubtedly replied, “What mining company?” At the time, digital assets were a distant concept, and his world revolved around the complexities of oil reserves, regulations, and international finance. In Dubai, Khan honed his skills by navigating the intricacies of the oil and gas sector, gaining a deep understanding of commodity risk, capital-intensive operations, and global markets. This experience laid a strong foundation for his future role at Marathon Digital Holdings. Just as oil extraction requires careful management of a finite resource, Bitcoin mining demands a strategic approach to harnessing the limited supply of digital currency. Returning to the U.S., Khan joined Occidental Petroleum, where he quickly climbed the ranks. At Occidental, he took on diverse roles, including leading the spin-off of California Resources Corporation, a transformative experience that further prepared him for Marathon. He managed large-scale M&A transactions, scaled a business unit from $5 million to $5 billion in revenues, and navigated complex operational challenges. This period was crucial in shaping Khan's ability to manage high-stakes, resource-intensive environments. Khan's time at Occidental taught him to think strategically, manage risks effectively, and lead large-scale initiatives—skills directly transferable to the fast-paced world of Bitcoin mining. Today, as CFO of Marathon Digital Holdings, Khan's journey from auditing oil fields to managing Bitcoin miners reflects a seamless transition of expertise, making him uniquely qualified to lead Marathon through its rapid expansion and ongoing success.

Proyek IKN berpotensi membutuhkan pasokan semen 21,5 juta ton hingga 2040. Menurut paparan di public expose, SMGR berpotensi mendapat porsi untuk memasok 80% dari kebutuhan itu. Seberapa besar proyek IKN berkontribusi ke penjualan SMGR? SMGR memiliki anak usaha termasuk Semen Gresik, Semen Padang, dan Semen Tonasa. Pada 2023, Semen Indonesia Group (SIG) berhasil meraih market share 50,5% dengan capacity share 45,5%. Bagaimana strategi SMGR untuk meningkatkan pangsa pasar di pasar semen Tanah Air? dan kenapa, investor harus membeli saham SMGR di tahun ini? Simak jawabannya di Podcast Bareksa Insight Eps.24 kali ini bersama Ibu Febriandita Kusuma SVP of Strategic Finance & Investor Relations SMGR Install sekarang! https://bareksa.onelink.me/bLEI/YTBareksa

Contact Candy Martin: https://wealthwave.com/candymartinContact Marico Walker: https://wealthwave.com/marico

On today's episode, we are back, fresh from the Dental Success Summit in San Antonio, Texas, In this episode, we have Dr. Deren Flesher, a panelist from the Summit's discussion on Key Performance Indicators (KPIs). Dr. Flesher dives into the significance of KPIs in dental practices, sharing insights on hygiene efficiency and supply management, highlighting the importance of being well-prepared and having efficient systems in place. Drawing from his own extensive experience, Dr. Flesher elaborates on the complexities of personal finance, the impact of investment choices, and the benefits of strategic tax planning. With a focus on personal finance and investment, Dr. Flesher discusses his journey through entrepreneurship and his proactive approach to financial stewardship. He emphasizes the crucial nature of starting financial planning at the moment of realization, regardless of career stage. For those feeling behind, he offers encouragement and a strategic perspective, advocating for diversification and the careful balance between managing debt and seizing investment opportunities. Listeners seeking personal finance guidance or interested in learning more about Legacy Point can reach out to Dr. Flesher directly. His passion for educating and empowering dental professionals in financial matters shines through as he invites open conversations about money and investment strategies. He reassures listeners that it's never too late to start and that proper planning can lead to financial freedom, enabling more life choices and opportunities outside of the operatory. EPISODE RESOURCES https://legacypointgroup.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In the debut episode of Turpentine Finance, host Sasha Orloff sits down with Casey Woo, Founder of Operator's Guild, GP at Fog Ventures, and WeWork's former Global Head of Strategic Finance. They unpack the value of being a business-first CFO, the lessons learned from working in pressure-cooker settings like WeWork, how CEOs can evaluate CFOs (and vice versa), and frameworks for being a career 'specialist generalist'.  This show is a part of the Turpentine podcast network. Learn more: www.turpentine.co --- SPONSORS: Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join ElevenLabs, Replicate, Modal and more at https://bit.ly/attioturpentine --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We're launching new shows every week, and we're looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co. --- LINKS: Operator's Guild: https://operators-guild.com/ Fog Ventures: https://www.fog.ventures/ Casey's Linkedin: https://www.linkedin.com/in/caseywoo Casey's contact: hello@operators-guild.com --- X/Twitter @sashaorloff (Sasha) @caseyswoo (Casey) @FogVentures (Fog) @turpentinemedia --- TIMESTAMPS: (00:00) Preview (02:00) Life as a banker (04:06) Story following numbers or numbers following story (04:39)How banking prepared Casey for working in a startup's finance team (07:00) Deciding that working in a startup is a right fit (09:10)Hiring a CFO (11:20) Advice for bankers transitioning to operating roles (12:41) First things to accomplish when stepping into a role (14:05) Sponsor: Attio (14:52) Interview question to see if a founder takes finance seriously (16:16) Advice for CFOs to change the dynamic that finance has in the company (18:08)Casey's time at WeWork as CFO for Western US and Canada (22:00) Casey's experience being Global Head of Strategic Finance at WeWork (29:40 Advice for founders in dealing with different growth or recessive cycles (32:57) Probabilities (34:00) Time spent on fundraising vs supporting the founder as a CFO (35:26) Operator's Guild and Generalists (42:00) How can operators thrive in a transition role (47:28) The number one piece of advice Casey would give to CFOs (49:38) Wrap

Our guest is the Founder and CEO of PPS Solutions. His name? John Hannum. This episode reviewed the role of a CFO and the importance of financial planning and strategy in business operations. John Hannum, the founder of PPS Solutions, provided insights into the differences between a CFO, CPA, and bookkeeper, emphasizing the scarcity of CFOs compared to the high demand for financial acumen in small businesses. The conversation also explored the evolution from entrepreneurs managing all aspects of their business to the need for specialized financial expertise as companies expand. Hannum stressed the importance of understanding finance as a fundamental aspect of business growth and sustainability.He also touched on the benefits of finding a CFO to work with and the importance of vetting candidates for industry experience and understanding of financial concepts. Hannum underscored the significance of regular interaction for businesses to maintain financial stability and the need for access to a CFO during crucial decision-making. The conversation also delved into the personal business backgrounds of the participants, with John sharing his formative experience working in his parents' business and the impact it had on his career trajectory. Finally, they discussed the development of the subscription model for PPS Solutions and the satisfaction Hannum derives from seeing entrepreneurs and businesses succeed. The conversation emphasized the collaborative nature of finance and the importance of having a financial perspective at the table for better results and planning in business operations. -----------------------------------------PPS provides a strategic partnership to business leaders as well as administrative support to take the burden of running a business off the entrepreneurs who should be out growing the businesses they're passionate about. FOR A CONSULTATION VISIT ppsfinance.comBuzzsprout - Let's get your podcast launched! Start for FREEDesignrr for eBooks, Blogs Create eBooks, Blogs, Lead Magnets and more! Riverside.fm Your Own Virtual Studio Professional Virtual StudioAltogether Domains, Hosting and More Bringing your business online - domain names, web design, branded email, security, hosting and more.Digital Business Cards Let's speed up your follow up. Get a digital business card.Small Business Legal Services Your Small Business Legal Plan can help with any business legal matter.Get Quality Podcast Guests Now Keep your podcast schedule filled with quality guests from PodMatch.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPlease Rate & ReviewVisit Parent Company Altogether Marketing LLC

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Mark Gandy CEO of G3 CFO and the founder of the Financial Operating System. With an extensive career that started at KPMG, Mark has a background rich in accounting and financial expertise. Randy and Mark discuss the importance of a financial operating system and how it can help businesses get unstuck. Mark shares his insights on the CAMELS system, which stands for capital, asset quality, management, earnings, liquidity planning, and sensitivity to market risk. Listen this week as Randy and Mark explore growth trajectories, operational successes, and future relevance for CFOs in an ever-changing market landscape.Quotes“My definition 25 years ago of a CFO is the same as it is today. It's a financial expert, with deep domain financial expertise, who has a really good grasp on marketing, sales, and operations, who could take over being CEO for one entire year. Sales don't go down, cashflow doesn't go down. The value of the business might even go up. Oh, the culture might even improve a little bit. But after that one year, they're extremely happy to go back to being the CFO because that's what they love doing. That is the definition of a CFO.” -Mark Gandy [30:57]“Unless you have a very clear sense of what's happening with your cash and then your growth model growth engine, that's going to show why you're going to generate more cash, EBITDA as a proxy, over time, VCs may take their bat and go home and say, give me back my cash. I think what we're seeing with a lot of companies that are going out of business, or declining, is that maybe that pressure from the investors is saying, look, it's not clear to me that you have product market fit and that this is going to be a company that's going to be viable for the next two or three years.” -Randy Wootton [28:07]Expert Takeaways Financial Operating System and modified CAMELS Framework: Applying the CAMELS framework (Explore capital, asset quality, management, earnings, liquidity planning, and sensitivity to market risk) to a financial leadership construct.Liquidity Planning: The critical nature of having a clear and actionable understanding of the company's cash flow and forecasts.Role of a CFO: Explored through the historical lens of John Rascob as well as Mark's personal definition, tying in a strategic grasp of marketing, sales, operations, and the capacity to lead as a CEO.Operational Efficiency: Challenges companies face in transitioning from startup to scale-up, particularly in streamlining the 'finding, getting, and doing' process within the business model.Relevance and Sensitivity to Market Risk: The imperative of continuously assessing a company's future relevance and positioning within the market.Timestamps[01:33] Mark discusses the founding of G3 CFO and his background.[04:18] The financial operating system and the use of the camel system in consulting[13:00] The plateau in business growth is due to lacking marketing and sales skills. [16:28] CEOs need to consider the broader context of earnings, including units sold and average transaction size. [19:19] Above the fold: focus on unit economics and what drives the growth engine. [20:08] Below the fold: consider operating cash flow, debt service coverage, and unfunded tax liability. [25:48] The best liquidity model is no liquidity model. [30:17] CEOs should focus on tomorrow's opportunities, not yesterday's problems. [33:27] The CFO: financial expert with

(00:00) Intro(00:40) Understanding Verkata and its Growth(02:12) Exploring Verkata's Product Lines(03:29) Filip's Early Fascination with Cameras(05:51) The Genesis of Verkata(06:59) Verkata's Approach to Physical Security(09:21) Privacy and Innovation in Verkata's Products(14:10) The Journey to Verkata's Access Control Product(16:49) The Challenges and Successes of Building Verkada(21:21) The Future of Verkata and its Products(37:51) Empowering Teams to Innovate(38:04) Maintaining Product Consistency Across Teams(39:16) The Importance of Autonomy in Team Structure(40:02) Sales Team Structure and Strategy(40:37) Challenges of Scaling a Diverse Product Portfolio(42:09) The Impact of Internal Sales on Product Success(43:17) The Evolution of Customer Perception and Demand(44:07) The Importance of Integration in Business Systems(44:26) Traits of Successful Product Leaders(45:22) The Role of Passion in Product Development(45:26) The Importance of Passion and Depth in Hiring(47:58) The Role of Sales in a Diversified Product Company(48:38) The Challenges and Rewards of Rapid Company Growth(52:31) Maintaining a Unified Company Culture in a Decentralized Structure(53:08) The Balance Between Conventional Wisdom and First Principles(01:01:17) The Impact of On-Site Work Culture on Company Growth(01:12:25) The Importance of Adaptability in a Rapidly Growing Company(01:15:55) The Role of Leadership Presence in a Growing Company(01:18:23) Building Trust and Early Startup Challenges(01:18:53) The Importance of Hiring the Right People(01:19:02) The Need for a CFO and Strategic Finance(01:20:48) The Value of In-House Counsel(01:23:14) Building Company Culture: The 3-3-3 Program(01:25:01) The Importance of Getting Hiring Right(01:33:27) The Journey of CourseRank and Verkada(01:33:29) Handling a Security Breach(01:50:55) The Early Days and Challenges of Verkada(01:54:45) The Importance of Storytelling in Fundraising Produced: Rashad Assir & Leah ClapperMixed and edited: Justin HrabovskyExecutive Producer: Josh Machiz

If your job feels limiting and you're not reaching your potential, it's time to step into your true self and create the life you want before things get even more restricted. In this episode, Join Dwight as he welcomes Colin Sanburg, a seasoned entrepreneur and the mastermind behind FinElevate, a Strategic Finance firm, as they explore the transformative power of breaking free from golden handcuffs and choosing a path of intentional living. Colin's journey from a modest upbringing fueled his passion for entrepreneurship and ultimately led him to escape the corporate hamster wheel. Reflecting on entering a family business at 21, Colin shares the pivotal moments that shaped his entrepreneurial mindset, including overcoming financial hurdles and eventually taking ownership of the company. Colin's candid insights underscore the significance of intentionality, assertiveness, and learning from failures in the pursuit of true success.  In this episode, you'll learn about… Living a Purposeful Life Legacy Beyond Finance Entrepreneurial Journey and Resilience Understanding Business Numbers Importance of Communication in Family Businesses And so much more! About Colin Sanburg: Colin embarked on his professional journey at the age of 21 within a family business, quickly recognizing its precarious financial situation. Through challenging years, he developed a passion for resolving profitability and cash flow issues, successfully scaling the business as its owner and CEO. Reinvesting profits, Colin expanded into several other businesses and real estate. Acknowledging the crucial role of financial mastery for middle and large businesses, he observed a lack of financial focus among small business owners, prompting him to extensively study the subject, including courses at Harvard and earning an Executive MBA. Colin's commitment to supporting entrepreneurs led to the founding of FinElevate, a venture aimed at helping small businesses enhance their finances. Based in Fort Worth, Texas, he resides with his wife, Alison, and their three children. Connect with Colin Sanburg on… Website: https://finelevate.com/ LinkedIn: https://www.linkedin.com/in/colinsanburg/ Instagram: https://www.instagram.com/colinsanburg/ Connect with Dwight Heck! Website: https://giveaheck.com (Free Book Offer) Instagram: https://www.instagram.com/give.a.heck Facebook: https://www.facebook.com/dwight.heck Facebook Group: https://www.facebook.com/groups/Giveaheck YouTube: https://www.youtube.com/channel/UCF0i LinkedIn: https://www.linkedin.com/in/dwight-raymond-heck-65a90150/

Finance holds a unique and pivotal vantage within a company or organization, and is much more than checks and balances. Finance is at the heart of optimizing the financial and operational performance of the organization on the whole and helps to guide leadership in making impactful strategic investments and aligning financial strategies with business vision and goals.In this episode, hosts Melissa and Tom get to the heart of strategic finance as they discuss investments, priorities and trade offs.Discussed in this episode:Aligning investments with the business roadmap and priorities, focusing on areas such as headcount, technology, ESG, and supply chainStrategies for defining and implementing impactful initiatives to bridge gaps and drive the business prioritiesThe crucial interplay between finance and overall business strategies, involving tough decision-making, open communication, and prioritization discussions

Finance holds a unique and pivotal vantage within a company or organization, and is much more than checks and balances. Finance is at the heart of optimizing the financial and operational performance of the organization on the whole and helps to guide leadership in making impactful strategic investments and aligning financial strategies with business vision and goals.In this episode, hosts Melissa and Tom get to the heart of strategic finance as they discuss investments, priorities and trade offs.Discussed in this episode:Aligning investments with the business roadmap and priorities, focusing on areas such as headcount, technology, ESG, and supply chainStrategies for defining and implementing impactful initiatives to bridge gaps and drive the business prioritiesThe crucial interplay between finance and overall business strategies, involving tough decision-making, open communication, and prioritization discussions

Technology can help your streamline so many things in your organization. This can include marketing communications, internal systems, donor stewardship and on and on.  Getting everyone on board with new technology is the more difficult part. Learn ways to better communicate the need for new tech as well as how to embrace it in this episode. What you'll learn: → why change is good. → ways to make decision making easier. → how to encourage your team to actually use the tech you have. → getting more buy in from your leadership on new tech tools. → testing to find what works. → reaching out to platforms to understand where they're headed. Want to skip ahead? Here are key takeaways: [5:01] Change can be scary, but if we think about it as an opportunity instead can help with your mindset. Don't avoid the technology – you can't outrun it. Instead, think about all the ways it can provide opportunities. Start with the end goal in mind, or the problem you need to solve, then start researching. Don't worry so much about the how, just about how it can help you with efficiency. [9:52] Do a time study to figure out where people are spending their time. This can help you bring up tasks that people could be automating or highlight areas where your tech can support them. It can also help you address roadblocks for people in why they aren't using it. [13:40] When prepping to pitch a new tech solutions, come at it from multiple viewpoints. Be able to communicate the ROI to your executives or CSuite. Understand the objections of your team members so you can have solutions for those. Ensure you've connected with other team members to understand the impact. [17:50] Don't feel rushed to pick a solution. Build in time to test 2-3 different solutions. This will ensure that the actual platform will truly work for your organization and the members of your team.  [23:09] Pricing isn't everything – remember to connect with the platforms. Ask them where they are in their development and what features they're planning on releasing in the near and distant future. You can also negotiate pricing. Don't forget to ask about nonprofit pricing. Colin Sanburg Colin started at 21 in a family business and quickly realized the business was a financial house of cards. Over several ugly years, he developed a passion for solving those profitability and cash flow problems and later scaled that business as owner and CEO. He reinvested profits from that first business to buy several other businesses and real estate. Along the way, Colin realized that no middle market or large business survives without mastering its finances, yet very few small business owners are financially focused. That realization led him to study every small business finance book he could find, complete several small business finance courses, including Strategic Finance at Harvard, and earn his Executive MBA from The University of Texas at Dallas. Colin's passion for connecting with and helping other entrepreneurs came from starting several mastermind groups and spending hundreds of sessions giving advice and support. Through it all, he became the go-to person in his circles for financial strategy and advice. Learn more at https://finelevate.com  Connect with us on LinkedIn: https://www.linkedin.com/company/the-first-click Learn more about The First Click: https://thefirstclick.net Schedule a Digital Marketing Therapy Session: https://thefirstclick.net/officehours 

Episode 5: Financial Forecasting: What, How, When and Why With Kendra James Anderson   Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience.   On this episode of the Kendra Nicole podcast, host Kendra Nicole provides a clear and practical guide to financial forecasting for small businesses. Drawing on her experience as a finance firm owner, she explores the importance of forecasting for planning growth and making informed decisions. Here are some key points talked on the episode: ●      Client Success Story: Kendra shares a client success story illustrating the positive impact of strategic financial planning on business expansion. ●      Techniques Explored: Key techniques covered in the episode include historical data analysis, sales forecasting, expense projections, cash flow forecasting, and scenario planning. ●      Essential Tools: Kendra recommends crucial tools such as accounting software for efficient financial management. ●      Actionable Insights: Whether you're a startup or an established business owner, this episode provides actionable insights to enhance your financial planning skills.   Learn more about Kendra:   Kendra James-Anderson, founder of The Finance Femme, had a decade of experience working in Corporate America when she recognized a large gap in the financial management industry. She served as a Finance Manager supporting the CFO of a multi-billion dollar company in which she was involved in boardroom meetings several times a week. In these meetings, she saw firsthand how billion dollar companies had highly skilled CFOs assisting their CEOs with everyday decision-making based on facts, data, analysis and experience in business strategy.     Follow Kendra here: Email: info@TheFinanceFemme.com  Youtube: https://www.youtube.com/@thefinancefemme LinkedIn: https://www.linkedin.com/in/kendranjames/    The Finance Femme Website thefinancefemme.com The Finance Femme Instagram instagram.com/TheFinanceFemme Kendra Nicole Website kendranicole.co   Kendra Nicole Instagram instagram.com/KendraNicole.co   #FinancialPlanning #BusinessExpansion #StrategicFinance #SmallBusinessTips #FinancialForecasting #EntrepreneurshipInsights #AccountingTools #StartupSuccess #BusinessDecisionMaking    TAGS: Business Growth, Delegation Success, Effective Hiring, Leadership Tips, Work Life Balance, Strategic Onboarding, Skill Assessment, Team Empowerment, Feedback Loops, Core Tasks, Entrepreneurial Insights, Business Strategy, Scaling Operations, Management Tips, Leadership Development

Are you ready to step into the world of strategic finance and watch your business revenues soar? Today's guest, Andrea Jensen, popularly known as the Cashflow CFO, promises to make that vision a reality. With a rich background spanning top firms like Starwood, Andrea shares her fascinating journey from an accidental accountant to a successful entrepreneur.Step into Andrea's universe as she takes us through her Predictable Profit Accelerator program. Designed to help you master pricing, revenue allocation, and creating a repeatable process for success, this program is a game-changer. Not just that, Andrea talks about the often-underestimated power of having a good bookkeeper and a fractional CFO in your corner, especially if you run a small business. She even gives us a sneak peek into her services and how they empower business owners to make smart financial decisions.As we navigate the unpredictable journey of entrepreneurship, Andrea offers her expert advice. From the importance of having a succession plan and key man life insurance, to setting up a clean, organized financial system, she leaves no stone unturned. Drawing from her own experiences, Andrea shares her joy in helping others thrive in their businesses and connects them with resources they need. She reminds us to bolster our business with a team of experts and to be generous and kind along the journey. So, tune in, learn, and let's grow together.https://thecashflowcfo.com/contact/We're happy you're here! Like the pod? Follow us on all socials at @amplifywithanika and @yourbrandamplified Leave a review on Apple Podcasts Visit our website Connect with us at anika@yourbrandamplified.com Join me on PodMatch to start your own journey as a podcast guest!

In Season 2, Episode 11 of the Chief Future Officer podcast, Indus Khaitan, CEO of Quolum, hosts Karan Chadha, Senior Manager of Strategic Finance at Noom - the world's leading behavior change company disrupting the weight loss and healthcare industry. In this episode, Karan shares his inspiring career journey, starting in M&A and investment banking and pivoting into high-growth startups. Karan shares how finance roles are rapidly evolving with AI, key lessons on pivoting companies toward profitable growth, his 12-month outlook on the tech landscape, and he also discusses the #1 book that has influenced his perspective on behavioral economics. If you're interested in finance, technology, startups, behavioral economics, or personal development, don't miss this episode of the Chief Future Officer podcast!

Embarking on the journey from product-market fit to go-to-market success is a pivotal moment for any SaaS startup. It requires a strategic approach and a keen understanding of market dynamics. The CFO plays a crucial role in guiding the company through this critical transition. In this episode on the Grow Your B2B Podcast, we explore the important aspects and best practices that can help startups navigate this journey successfully. Our subject matter expert is Joyce Mackenzie Liu the Founder and CEO of Pegafund a company that provides fractional CFO services and leadership upskilling to high growth, investor-backed SaaS businesses. Joyce shares her insights on strategic financing for SaaS companies, particularly in achieving product-market fit and go-to-market success. She emphasizes the importance of understanding product metrics, customer feedback, and financial stability to determine product-market fit. Joyce also highlights the significance of having accurate financial reporting and leveraging SaaS metrics to make informed strategic decisions for growth. Furthermore, she discusses the evolving role of the CFO, emphasizing the need for business intelligence and commercial expertise in a rapidly changing market. Key Timecodes (0:28) Show and guest intro (1:24) Why you should listen to Joyce Mackenzie Liu (2:33) What is product market fit (5:29) How to recognize that a company Has achieved product market fit?  (7:57) What does go-to-market success actually mean? (9:0) Common financial mistakes companies make while trying to achieve go-to-market success? (11:27) How to get your books in order (12:06) The financial challenges when transitioning from product market fit to a successful go to market strategy (16:12) Which financial metrics take on increased importance after reaching product-market fit? (19:37) The best practices which impact the success of go to market. (24:21) How to measure the ROI (Return on investment) of the different go to market strategies. (26:28) What is the future of a CFO?  (30:31) How to grow towards 10K MRR (31:04) How to grow towards 10 million ARR (33:38) What Joyce wishes she knew 10yrs ago

In this captivating episode of the Business Strategy podcast, host Steve Coughran takes a seat in the guest chair as he joins Keith Downham, Co-Founder of Coltivar Growth Partners, for an insightful discussion on "The Ins and Outs of Strategic Finance". In a unique twist, Keith interviews Steve, delving into his entrepreneurial journey and uncovering the deep-rooted connection he holds between strategy and finance. Together, they explore real-life examples of how value is created at the intersection of these crucial fields, highlighting the transformative power this synergy can bring to businesses. The conversation also delves into the distinction between a strategic CFO and a traditional CFO, shedding light on the unique perspectives each brings to the table. Through anecdotes, direct address, and thought-provoking questions, Keith and Steve engage listeners with an informative and educational dialogue that emphasizes the long-term value of strategic finance. Prepare to gain valuable insights from this dynamic conversation between two industry experts who truly understand the importance of strategy and finance in driving business success.Links:Do you have ideas or feedback to share? Email me at contact@coltivar.comTo learn more about us, visit:  https://www.coltivar.com/Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Support the show

Welcome to **The Pursuit Playbook**, a ground-breaking podcast that explores the inspiring journeys of Black Women and Women of Colour who have made significant strides in both corporate and entrepreneurial spaces. The podcast offers a detailed, play-by-play examination of the careers and lives of the women featured. Each episode culminates with the spotlighted women sharing three pivotal strategies or "plays" they've adopted throughout their professional journey, giving listeners an insight into their personal "playbook." Hosted by Aprileen Alexander, a Strategic Finance specialist and DEI advocate, who has worked in corporate for over 15 years and supported companies on implementing equity strategies within the workplace. Expect in-depth conversations, relatable anecdotes, and actionable takeaways. Each episode offers a deep dive into various career-related topics, ensuring you walk away enriched and inspired. Website | www.meetpursuit.com/ IG | @meetpursuit - www.instagram.com/meetpursuit/ LinkedIn | www.linkedin.com/company/inthepursuitof/ Work with Aprileen, email hello@meetpursuit.com

In the podcast episode titled "How to Integrate Finance with Your Strategy" on the Business Strategy podcast, host Steve Coughran explores the importance of integrating finance with strategy. He emphasizes the need to set clear strategic initiatives that build competitive advantages and enduring companies. These initiatives serve as a foundation for financial decision-making and resource allocation. Coughran also highlights the significance of developing a comprehensive financial plan that aligns with the overall business strategy. This plan outlines revenue projections, expense forecasts, and cash flow management strategies, guiding financial decisions. Additionally, he emphasizes the value of conducting regular financial analysis to evaluate the performance and position of the business. By considering financial implications when making strategic decisions, including potential impacts on revenue, costs, profitability, and return on investment, entrepreneurs can ensure that financial considerations are embedded in the decision-making process. Lastly, Coughran emphasizes the importance of continuous monitoring and adjustment. Regularly reviewing and updating the financial plan allows businesses to stay aligned with their strategic goals and adapt to changes in the business environment. Through this episode, listeners gain valuable insights into integrating finance and strategy, enabling them to make informed decisions and drive the financial success of their businesses.Links:Do you have ideas or feedback to share? Email me at contact@coltivar.comTo learn more about us, visit:  https://www.coltivar.com/Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Support the show

In this episode of The Role Forward, Joe Michalowski hosts a deep dive into strategic finance with Bijan Moallemi and Joe Garafalo, co-founders of Mosaic. The trio unpacks the evolving landscape of business and the increasing complexity that demands more from finance professionals.Joe emphasizes the importance of investing in finance functions, especially in today's economy. He illustrates how strategic finance operates in real time, allowing businesses to know exactly where they stand and where they're heading. This proactive approach enables teams to assess ROI on significant expenditures and make informed decisions.Bijan and Joe also discuss the shift in planning from a structured, periodic process to a continuous one. They liken traditional finance to driving with the headlights off, while strategic finance provides clear visibility and direction. The conversation concludes with insights on the value of AI in finance and its potential to save time and drive progress.Tune in to The Role Forward for a comprehensive understanding of strategic finance and its role in shaping successful businesses.Guests-at-a-Glance

Welcome to The Voice of Retail podcast. I'm producer & host Michael LeBlanc, and this podcast is produced in conjunction with the Retail Council of Canada. Meet Brain Corp CEO David Pinn, leader of an AI software tech company that powers the world's largest fleet of autonomous mobile robots operating in commercial indoor public spaces, including retail stores and warehouses.  We spoke just before David was to join us in Toronto for the big Collison tech conference and gathered his thoughts on the current and future state of AI in retail.About DavidDavid Pinn joined Brain Corp 2017. As Chief Financial Officer, he was responsible for the Finance organization along with building and implementing growth plans and partnerships. David brings nearly two decades of experience managing finance, strategy, and corporate development for innovative technology companies.Prior to Brain Corp, David was head of finance for Antenna79, a technology startup backed by L Catterton, the world's largest consumer-focused private equity group. David was a founder of Snaptracs, Qualcomm's consumer electronics subsidiary, and he led a number of acquisitions and divestitures within Qualcomm's Strategic Finance group. Prior to his career in finance, David was an electrical engineer designing test systems for cellular, WiFi, and Bluetooth applications.David earned his Bachelor of Science degree in Electrical Engineering from the University of Texas at Austin and completed a Master of Business Administration at the University of California, Berkeley, where he was a Mayfield Fellow. About Michael Michael is the Founder & President of M.E. LeBlanc & Company Inc. and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, Today's Shopping Choice and Pandora Jewellery.   Michael has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated worldwide in thought leadership panels. ReThink Retail has added Michael to their prestigious Top Global Retail Influencers list for 2023 for the third year in a row. Michael is also the president of Maven Media, producing a network of leading trade podcasts, including Canada's top retail industry podcast, The Voice of Retail. He produces and co-hosts Remarkable Retail with best-selling author Steve Dennis, now ranked one of the top retail podcasts in the world. Based in San Francisco, Global eCommerce Leaders podcast explores global cross-border issues and opportunities for eCommerce brands and retailers. Last but not least, Michael is the producer and host of the "Last Request Barbeque" channel on YouTube, where he cooks meals to die for - and collaborates with top brands as a food and product influencer across North America. 

Today's guest is VP of Analytics and Strategic Finance at Etsy, Gerald van den Berg. He joins Emerj Senior Editor Matthew DeMello on the program to discuss the convergence of a post-COVID retail environment for fraud and the AI-driven technological advances behind fraud detection and customer personalization at the heart of current privacy concerns. Later, Gerald explains the best strategies for classifying customers based on risk and how to balance loss prevention and serving honest customers. This episode is sponsored by Riskified. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.  

In this episode, Young interviews Casey Woo - a seasoned multi-stage operator, founder of Operators Guild, and father of three. Young and Casey dive deep into the topic of self-discovery. Casey gives listeners the foundational questions to consider when deciding on a career path. Casey also shares how his ADD affects his relationships and the intentional practices he uses to be a present parent.Please enjoy and subscribe!ABOUT OUR GUEST:Casey Woo is a seasoned, multi-stage operator, bringing over two decades of experience in investment banking advisory, public equity investing, high-growth operational and military leadership roles. His last role was the CFO of Landing, where he oversaw the company's Finance, Legal and People operations. Prior to Landing, he served as the Global Head of Strategic Finance at WeWork.​​Over the last decade, Woo has held strategic and operational CFO roles at high-growth technology and tech-enabled businesses including Novus (Fintech SaaS), Pantheon (DevOps SaaS), and Zozi (Marketplace Consumer). He began his career at Morgan Stanley as an M&A investment banker covering the Global Industrials and Business Services sector.  Subsequently, as a public equity investor, Woo covered a broad range of industries, including consumer/retail, technology, media and industrials at New York-based global long/short equity hedge funds Maverick Capital and two ground-up funds as the very first investment professional. He now oversees 700+ CEOs, COOs and CFOs as the founder of Operators Guild, an invite-only community for professionals in strategic finance and operations roles. Woo holds a B.A. in Economics from Harvard University and served as a Distinguished Cadet at the United States Military Academy at West Point.​STUFF WE LOVE:Join Dad University!https://www.daduniversity.com/become-a-member?ref=https%3A%2F%2Fwww.daduniversity.com%2Fa%2F2147518616%2Fo3B8JhynAttention founders and investors:Two12.co is the best cap table and fundraising toolkit. Use code TGDS for 25% off!https://bit.ly/3Q7wHsnTry Young's online recording studio!https://riverside.fm/homepage?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=youngLooking to outsource graphic design? Try Young's favorite resource, Penji: unlimited designs for one fixed cost from some of the world's top design talent!https://penji.co/pricing/?affiliate=3I86N6MSF5358220Learn more about us!Our website: https://thegirldadshow.com/Instagram: https://www.instagram.com/TheGirlDadShow/Facebook: https://www.facebook.com/TheGirlDadShowShop here for The Girl Dad Show products: https://thegirldadshow.com/collections*If you click on our links, we may receive a tiny commission AND… most of the time, you will receive an offer. Win/Win! The products that The Girl Dad Show recommends are the ones we believe in.

While accounting tends to look back, finance looks forward to a higher Return on Investment (ROI).

Stephanie Weiland is the Director of Strategic Finance at Genoa Healthcare and an EPM/finance veteran. She's been featured on Anaplan panels and has added massive value to the ecosystem over her 10+ years in the industry. She shares her views on how to succeed as a business partner and grow your influence. In this episode you'll learn: → How to build credibility and gain influence with business partners through active listening → How to be an ASSET to your business partner → The habits and actions that can help you develop EQ → What "Unicorn Leaders" do to jump levels in their career This show is powered by CoThryve – the firm that helps EPM professionals grow their career. Visit all the pertinent links + find out how much Anaplan professionals are getting paid ($$$): https://linktr.ee/cothryve

As talk about digital currency continues to make its way into headlines, many investors are debating the viability, feasibility, and longevity of this new form of money. As a speculative investment, with the potential to replace currency as we know it, individuals need to carefully navigate this new environment from both a finance and legal perspective. In this episode of Strategic Financial Leadership, Steve talked with Max Nurov, the CEO and founder of Digital Finance, LLC and an expert in the digital asset space.  Maxim has over 15 years of diverse experience in banking & finance.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

What if it was possible to harness large exchanges of data and use it to make informed decisions at every level of the organization? The future of a successful company strategy is founded upon effective management and interpretation of key business analytics.This week, Steve had the pleasure of interviewing a true expert and brilliant mind in the fields of strategy, economics, and data analytics. Jeremy Petranka is the Assistant Dean of the Master of Quantitative Management(MQM) program at the Fuqua School of Business at Duke University. He received his Ph.D. in Economics from the University of North Carolina -Chapel Hill and has a Bachelors in Mechanical Engineering from Virginia Tech.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Finance is often perceived as a back office function. But getting out of the back office to collaborate with other departments within an organization is a prerequisite for business success. In this episode of The Role Forward, our host Joe Michalowski chats with Jenny Jao, the head of finance at Sprig, to discuss what it takes to build a financial model collaboratively.Jenny shares what it was like building an operating model from the bottom up and the steps involved in the process. Jenny and Joe also discuss headcount planning, why it's such a tough part of any operational model, and how Jenny works through it at Sprig.Guest-at-a-Glance

What if you had all of the essential data to build a TRUE financial forecast in one System? How much better would your life be as a Finance Leader or FP&A professional if you had a system like this? Well, we sat down with co-Founder Joe Garafalo to learn more about the Mosaic. Tech Strategic Finance Platform.Check out the full video interview at the businesstalklibrary.com/thefinanceandaccountingshow.#businesstalklibrary #accounting #finance #businesscontent #business

Today we’re here with Paul Gastello, a Strategic Analyst at Current. Current provides banking services to historically underserved customers in the banking industry. Paul graduated from Dartmouth College with a double major in Political Science and Government, and worked as a Strategic Finance Analyst at Poshmark and Square before arriving to Current. Personally, we have never heard of this field before meeting Paul, so we are excited to learn more about what has the potential to be a very exciting industry.

In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions. In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology. Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. In this episode, we discuss: - Leveraging your cyber security strategy - Aligning finances with strategy - Accelerating business growth - How to become a CFO?

Casey Woo is the Co-Founder of Operators Guild, an invitation-only group that is built by operators, for operators and has no affiliation to any investor group, vendor or sponsor. Consisting of over 600 members, Operators Guild is an organization that brings together other operators and allows them to share ideas, network and have access to recruitment services. The ethos of the group is to empower other operators, with positions only remaining open for those that contribute and share their own techniques. Casey has over 20+ years of experience in investment banking, and operational CFO roles, and was the former Global Head of Strategic Finance at WeWork. More Info: Operators Guild LandingSponsors: Master Your Podcast Course: MasterYourSwagFree Coaching Session: Masterleadership.orgSupport Our Show: Click HereSupport this show http://supporter.acast.com/masterleadership. See acast.com/privacy for privacy and opt-out information.

Finance people are notoriously skeptical when it comes to anything associated with the word brand. In their world view, something as esoteric as brand had better be supported with concrete KPIs to back up the investment. As veterans of Palantir's FP&A department with a big idea for a new SaaS product, the Mosaic team were convinced that they had solid product market fit, but they were also acutely and painfully aware that they lacked a compelling way to tell and sell their story to investors and the market. On this episode of The SaaS Brand Strategy Show, we sit down with Mosaic co-founder Joe Garafalo to discuss the company's road to their Series B round, which they just announced. This is an audio case study on how a start-up can go from 0 to $46 million in just over 12 months through clarity and commitment, to an idea and a strategy. Their story is a confirmation in the power of brand strategy, even/especially for finance people. Except now they refer to themselves as Strategic Finance people. Congrats to Joe, Bij, Brian and the entire Mosaic team. Proud and psyched to be part of the success. - DRMG

It's February – love is in the air as we approach Valentine's Day, and what better thing to talk about than loving your leadership style! If you are a leader who wants to show up more authentically, then this show is for you. Today Erin interviews her former boss, who she can say with certainty is one of the most authentic leaders there is!   On today's episode you'll hear three secrets on how to lead more authentically. If you can apply these FUNdamentals to your leadership style, it will not only transform how YOU feel, but how your team feels about YOU. Get ready to listen and directly apply – because these secrets are too good to not be shared! About Jenna D'Angelo: Jennifer D'Angelo is Managing Director of Advanced Resources, a Human Capital Firm with expertise in Business Transformation, HR, Data & Analytics and Strategic Finance. She has over 20 years of experience and oversees the National Human Resources & Business Transformation Practices. Jennifer's expertise is in consulting her clients and network on resourcing strategies to optimize organizational effectiveness.  She is an avid networker and has created peer executive networking groups to foster idea sharing and connections during these unique times. -- Show Links: Connect with Jen: JDangelo@advancedresources.com Get your hybrid hype handout here! Send us a voice message here! Did today's episode resonate with you? Please leave us a review!   Connect with Erin Diehl: Instagram LinkedIn improve it! TikTok Improve it! Instagram Improve it! Facebook improve it! website Book a Laugh Break Book a Workshop Email Erin: info@learntoimproveit.com   “I love this podcast and I love Erin!!” If that sounds like you, please consider rating and reviewing this podcast! This helps Erin support more people – just like you – move toward the leader you want to be. Click here, click listen on Apple Podcasts, scroll to the bottom, tap to rate with 5 stars, and select “Write a Review.” Then be sure to let Erin know what you loved most about the episode! Also, if you haven't done so already, subscribe to the podcast. That way you won't miss any juicy episodes! Thanks in advance, improve it! Fam :)