Create The Next From ProCFO Partners: Recent Episodes
ProCFO Partners
Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.Senior leaders, business owners, C-Suite executives and others involved in organizational strategy benefit each week from the valuable financial insights and ideas presented in Create The Next.ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success.Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this client story we're sitting down with Nicole Dottoli, Director of Finance at BNO. BNO is an independent marketing agency in New Jersey in business since 1981. By late 2024, the agency had grown past what cash-balance reviews and the standard P&L could tell its leadership. Collections were slipping, the rate card had become an unwieldy list of role-specific entries, and working capital wasn't part of the monthly conversation.
Nicole talks with her ProCFO Philippe Touzout about what changed when ProCFO Partners came in. They cover how a weekly AR meeting that included the partners and head of client service turned collections around, what it took to compress a dozens-deep rate card into a six-band tiered structure, and why the bottom-up plus benchmarked approach to rate-setting yielded as much insight as it did a new number - work that touches most of the FGC Financial Flywheel™, ProCFO's framework where collections, reporting, pricing, and planning operate as one connected system. They also get into how AI is reshaping the volume and economics of creative work in real time, what that demands of a finance function, and why Nicole describes the ProCFO Partners relationship as a network rather than a single person.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Brian Atkin, President and CEO of Frank Lowe, runs a profitable, well-managed custom die-cut manufacturer that has been serving the fenestration, automotive, and industrial markets since 1955. He called ProCFO Partners during a plateau, with foreign competition moving into his niche markets and a senior team of three that had been together for 20-plus years and were comfortable but not always challenging. Brian and his ProCFO John Martin talk through what it looks like to bring CFO-level thinking into a company that already has clean books, why one strategic initiative at a time was holding the business back, how lease negotiations and AI investments and acquisition modeling started landing on John's desk instead of Brian's, and what changes when a CEO finally has the room to do the job a CEO is supposed to do.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Ryan Teicher, CEO of REDCOM Design & Construction, runs a design-build firm that takes clients from raw land to finished building - architecture, engineering, and construction under one roof. The financial complexity that comes with that model had outpaced the infrastructure running it. WIP reports three months behind. No departmental P&Ls. A finance function that produced data nobody could fully trust.
In this conversation, Ryan talks about what changed when ProCFO Partners came in with an Interim CFO engagement - how a construction-fluent Interim CFO rebuilt the reporting foundation, what it meant when month-end close went from three months to one, and why the goals he thought would take two years arrived in six. He also gets into what reliable financial data actually does to how a CEO leads - and why the word he'd use to describe the whole engagement is reliability.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
When Middle East Broadcasting Network needed sharper financial insight, President & CEO Jeff Gedmin turned to ProCFO Partners. In this episode, we talk with Jeff and ProCFO Raji Kalra about how ProCFO Partners helped MBN shift from gut-check decision-making to intentional, forward-looking strategy. You’ll hear how stronger forecasting, more collaborative reporting, and clearer leadership conversations are helping MBN navigate change with confidence, and why having the right financial partner can reframe how organizations plan, lead, and grow.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Volatility has a way of stripping a business back to its fundamentals. When markets shift, costs rise, and uncertainty becomes the norm, we often stop thinking about what worked before and start asking what will hold up next. In this episode, ProCFO Partners CEO Nelson Tepfer joins us to look back at a year of constant change and shares what he’s seen endure inside companies that stayed viable through that change rather than reacting to every disruption.
Nelson walks through the patterns that separate resilient businesses from those constantly playing defense. We talk about where leaders tend to overcorrect, which inputs to trust when circumstances change quickly, and why steady decision-making often outperforms bold moves made under pressure. Our conversation focuses less on predicting what’s coming and more on building operating discipline that works across cycles.
We also explore the financial behaviors that hold up over time. Cash awareness, realistic planning, fewer but better metrics, and leadership teams that stay aligned when conditions tighten. Nelson explains how strong CFO leadership helps organizations stay grounded, even when external factors are anything but stable.
For business owners and executives, this episode is a practical look at what endures when everything changes, and how to move from volatility to viability with intention rather than reaction.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Expanding internationally can open new markets, create efficiencies, and strengthen your business. It also introduces unfamiliar risks and complexities. In this episode, ProCFO Mauricio Davila shares insights from years of guiding companies through global growth and explains why international expansion demands more than just financial readiness.
Mauricio discusses the CFO’s unique role in identifying what others miss: navigating local laws, understanding regulatory systems, and recognizing how cultural differences affect everything from hiring to negotiations. He explains how experience in international finance helps turn potential risks into opportunities and how overlooking small cultural details can create major obstacles.
We also explore how to balance short-term execution with long-term vision. Political changes, market volatility, and local norms can make global growth unpredictable, but the CFO’s job is to keep the organization focused on why the expansion matters in the first place.
For business owners and executives, this conversation is a practical look at what it takes to succeed across borders, from understanding culture to building the right team and making sure your strategy reflects both opportunity and reality. Featuring Mauricio Davila.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Looking backward can have some value because your numbers show patterns and provide a baseline for performance. But history alone won’t tell you where your business is headed. That’s the role of projections. In this episode, ProCFO Marty Weinberg explains why projections are living tools that connect your numbers to your strategy. Marty explores how projections, when tied to real operational levers like pricing, staffing, and customer acquisition costs, give leaders a roadmap for growth. He shares examples of how scenario planning - modeling “what if” situations such as new tariffs or shifting costs - helps businesses prepare for uncertainty instead of reacting to it. Projections aren’t a series of spreadsheets and reports. They’re the outcomes of the potential story inside your numbers.
We also dig into the connection between projections and strategy. Are you starting with your goals and using projections to measure progress, or are you reverse-engineering strategy from your numbers? Marty outlines how to balance both approaches and why revenue models and cash flow should always be central to the conversation.
For executives and business owners, this episode makes clear that projections aren’t academic exercises or one-off planning documents. When done right, they’re dynamic, strategic, and essential to aligning your team and your decisions with the future you want to create. Featuring Marty Weinberg
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Change can be incremental, like with a new tool or a small process shift. Or change can be transformational, when the entire direction of the business needs to adjust. In this episode, ProCFO Vijay Singh joins us to talk about the difference, and what happens when organizations fail to recognize the signals that change is coming.
Vijay shares real-world examples of what happens when growth outpaces profitability, or when sales drive deals without operations at the table. In one situation, mispriced services and overlapping processes created more waste than margin. His takeaway: slowing down growth, revising incentives, and connecting departments can turn what feels like disruption into measurable strength.
Along the way, we explore why the CFO must be more than a number-cruncher. Seeing what the numbers mean and not just what they say gives leaders the ability to anticipate problems before they become crises. Vijay underscores the importance of communication, alignment, and cultural readiness for change: the bigger the change, the wider the communication net.
This conversation is packed with practical insights for any business navigating growth, transformation, or turbulence (spoiler alert - that's you, right now, whether you know it or not). Vijay’s perspective makes clear that managing change is responding with strategy, transparency, and foresight.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
We love to share stories of our clients, and in our new episode of Create The Next, ProCFO Kristy Barthelemy sits down with Alan Alan Akira, MD, founder and CEO of Mugen Psychiatry, about developing the business of better.
Alan didn’t set out to build a business that just paid well - he wanted one that worked well. That means overcoming growing pains like financial blind spots, unclear metrics, and the creeping feeling that key pieces to success might be slipping through the cracks.
With fractional CFO support from ProCFO Partners, Alan and his team have achieved better control, more structure, and more ways to align financial health with clinical care. He didn’t lose touch with the mission of care balanced with business. He’s building something sustainable.
“I care about my patients,” Alan says. “I care about the people I work with. I’m still a doctor first. That hasn’t changed. But now I have more tools. Better information. I’m not guessing. And we’re not just putting out fires anymore. I can actually plan.”
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Raising capital looks different depending on if you're sitting at the head of the company, behind a bank’s desk, or across the table structuring deals. Joe Briner has sat in all three seats. As a former bank CEO, investment banker, and now CFO, he offers a rare perspective on what capital providers expect, how they evaluate opportunities, and how business leaders can be better prepared.
In this episode, Joe breaks down what matters most to each stakeholder: why banks prioritize repayment over risk, why investment bankers focus on valuation and market fit, and why CFOs must balance vision with structure. We talk about what makes a company bankable, what investors listen for but rarely say out loud, and how leaders can package their story to match the needs of the people holding the capital.
You’ll also hear hard-won lessons about character, transparency, and timing, and how the wrong approach (or wrong CFO) can derail momentum just as easily as the right one can accelerate it.
If you’re preparing to raise capital or want to better understand the situation you’re in or considering, this behind-the-scenes view of how capital decisions really get made, told by someone who’s made them all, is like a cheat-sheet for what to expect and how to show up ready.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
AI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems.
From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. He discusses how ProCFO Partners uses AI internally, the mindset shifts needed to lead with curiosity, and how to embed AI exploration into company culture.
One key insight: the best way to start isn’t with the right tool, it’s with the right question. By focusing on business issues you're facing and experimenting with AI as a collaborator, you can initiate progress without waiting for perfect answers or expertise.
Maybe you’re new to AI, experimenting already, or consider yourself a power-user; in any case, this conversation offers a practical guide for making AI work for your business, not just as a technology, but as a thought partner.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategically led business with stronger systems, better financial discipline, and a clearer leadership structure.
Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s guidance, they implemented budgeting practices, built operational dashboards, and introduced KPI tracking that aligned every leader to shared goals. The changes improved planning, supported better decision-making, and helped the business scale with more confidence.
This is the story of a leader gaining command of a fast-moving business, with the right CFO partner helping to make it happen.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
When revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was driving margins—or where money was going—the company risked scaling into chaos.
In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realized he was running the business by looking six months into the past. Together, they share how daily forecasting, smarter invoicing, and role-level financial focus changed everything.
You’ll hear how trust, transparency, and teamwork turned a fractional CFO into a strategic ally, and why Bruce now says he’s sleeping better, planning farther ahead, and is more confident about hitting the numbers.
This is a story about moving from instinct to insight, and from reaction to readiness.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
What would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That’s the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation.
In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, they share real-world examples of frontline employees solving problems, improving profitability, and sparking innovation - all because they were invited to understand the numbers behind the business.
We explore why financial literacy is a leadership responsibility, how CFOs can play a strategic role in cultural transformation, and how even the smallest idea can lead to significant savings and impact.
What shifts when every person on your team starts thinking like an owner? This conversation offers a compelling vision of what’s possible when you open the books and open the door to something bigger.
Featuring Steve Baker and Vaughn Henson.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Getting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working.
In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder’s mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau.
We explore the stages of business growth, why letting go of control is essential, and how poor financial alignment can turn sales success into a cash crisis. Plus Cruz explains why a strategic CFO is your partner in connecting vision to viability.
If you’re stuck in the messy middle or eyeing your next level, this conversation is essential for climbing the $10M wall.
Featuring Cruz Gamboa
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Franchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn’t as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson.
In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the real role of a franchisor, we explore the key factors that determine success. With expertise as a franchisee and a CFO, Steve explains why financial planning, adaptability, and an exit strategy should be part of your thinking before you invest, not after.
Whether you’re thinking about franchising for the first time or just want to refine your approach, this episode pulls back the curtain on the fundamentals, the friction, and the financial realities of franchising.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but someone who could understand their business at its core.
In this episode, we share the Client Story of Lavitt Group and how ProCFO Kathleen Reynolds became an essential part of their leadership team. Jason and Keith discuss the unique challenges of running a third-generation business, the cultural values that drive their decision-making, and how Kathleen’s expertise has helped them streamline financial operations, improve forecasting, and align strategy with their long-term vision.
Through automation, process improvement, strategic insights and more, Kathleen has helped Lavitt Group adapt to industry shifts and refine their business model while maintaining the family-driven culture that defines them. If you’re a business leader balancing growth, tradition, and the need for financial direction, this episode offers a valuable look at what’s possible with the right CFO partnership. Featuring Jason Lavitt, Keith Lavitt, and Kathleen Reynolds.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
“Fractional is just a means of delivery. Leadership is what matters.” That’s how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth.
In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transactional consultants, and how the right approach can fuel lasting success. Nelson shares stories of companies that have scaled exponentially with a fractional leadership team and unpacks the fundamental factors that determine fit beyond just industry experience.
If your business is hesitating on fractional leadership for the wrong reasons, focusing too much on titles and not enough on impact, this episode challenges the misconceptions, explores the future of fractional leadership, and reveals what makes this model a growth accelerator, not a stopgap solution. Featuring Nelson Tepfer.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
What happens next when a key financial leader leaves unexpectedly, a high-stakes transition is underway, or a business is growing too fast for its current financial structure? The need for strong leadership doesn’t stop just because a CFO departs or because your business is in flux. That’s why ProCFO Partners is excited to launch a new Interim CFO Service—providing expert financial leadership exactly when and where it’s needed most.
In this episode, CEO Nelson Tepfer introduces this exciting expansion of ProCFO Partners’ services, explaining why businesses in transition—planned or unexpected—need more than a short-term solution. Interim CFOs step in with theexpertise and leadership to stabilize operations, maintain momentum, and prepare companies for their next chapter.
Who needs an Interim CFO?
- Businesses facing an unexpected CFO departure—from resignations to leadership changes.
- Companies going through M&A, integrations, or restructuring that require financial oversight.
- Organizations realizing they don’t need a full-time CFO after all—but still need expert guidance.
- Businesses in high-growth phases that need deeper financial strategy before hiring long-term.
- Leadership teams managing temporary gaps (such as parental leave or extended absences).
Unlike traditional fractional CFO services, which provide strategic guidance on a part-time basis, an interim CFO is fully embedded in the business, working side by side with leadership to keep everything running smoothly. And just like ProCFO Partners’ signature approach to fractional CFO placements, interim CFOs are carefully matched to each organization’s unique needs, industry, and situation.
Whether facing an urgent leadership gap or planning for a structured transition, ProCFO Partners helps you find the right financial leadership at the right time, providing peace of mind on business continuity, consistency, and confidence.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Are you prepared for what's next, or are you leaving it to chance? Every business owner exits their business eventually—on their own terms or someone else's. But how do you plan for an exit that aligns with your goals, whether it's retiring, transitioning leadership to family, or selling for maximum value?
In this episode, Nelson Tepfer, CEO of ProCFO Partners, guides us through some essential strategies every business owner needs to consider when thinking about exit and succession planning. From the growing interest in legacy and monetization among aging business owners to the importance of proactive financial systems, Nelson shares how a well-prepared business can command higher valuations and smoother transitions.
Learn why CFOs play a pivotal role in preparing businesses for sale, how strong reporting and operational systems impact valuation, and the often-overlooked emotional dynamics of exit planning. Nelson also shares real-world stories of businesses that reaped the benefits of early preparation—and those that suffered from waiting too long.
Are you running your business like you might sell it one day? What's your plan if you're approached by a buyer tomorrow? Join us for practical guidance and expert advice that will help you take control of your business's future, whether you're ready to exit now or want to set the stage for what's Next. Featuring Nelson Tepfer.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Imagine hiking through the mountains and the map you have shows only key landmarks dotted across the route. No paths or trails are indicated; you just have a vague idea to head in that general direction to reach that particular destination.
To many of us, that's how financial reports feel. There's a lot of valuable information in there somewhere, but no clear path to turn those numbers into insight. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, introduces ProCFO Reports, a transformative tool to bring clarity and confidence to make smarter decisions faster.
Haleh explains how ProCFO Reports extends the expertise of ProCFO Partners, giving leaders the insights they need to see what's happening in their business. ProCFO Reports goes farther and deeper than just financial statements, transforming data into foresight and combining key metrics like cash flow and sales trends into meaningful, strategic actions.
Haleh challenges: "Next time you look at your financial reports, ask yourself: What are you looking for, and what are you doing with that information? ProCFO Reports answers those questions." If you've ever wondered what your financial reports are really telling you—or struggled to act on them—this episode offers fresh perspectives and practical solutions. Featuring Haleh Fardi.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Are you getting the most out of your ERP system, or is it holding you back? An ERP is meant to streamline operations and make life easier. In reality, the ERP is often frustrating—underutilized, poorly adopted, or misaligned with the company’s needs. ProCFO Larry Bomback joins us in this episode to break down why systems can underperform and how to avoid common frustrations, exploring the complexities of selecting, implementing, or improving an ERP system.
Larry shares practical strategies for evaluating your current system, identifying pain points, and understanding what your business really needs from its ERP. We discuss the importance of cultural adoption, why “train-the-trainer” models outperform massive, one-time trainings, and how to prioritize the needs-to-have versus the nice-to-have features. Larry also explains why choosing an ERP based on promised features usually leads to disappointment and how you can set yourself up for success with the right team and process in place.
If you’re feeling stuck with a clunky ERP or considering a switch, this conversation is a powerful guide with actionable insights for making informed, strategic decisions. Featuring Larry Bomback.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
With 2025 around the corner, most of us are trying to plan for what's next without losing focus on what's now. In this episode, Nelson Tepfer, CEO of ProCFO Partners, breaks down concerns and actions we're seeing more of as the year winds down and shares insights on what's worth focusing on to strengthen your financial position and prepare for the year ahead.
We discuss why cash flow is always a priority—to keep things running and give you the flexibility to grow. Nelson explains why revisiting your revenue model is key to ensuring your strategy matches what's working. We also look at how simplifying your KPIs and reporting can make decision-making more transparent and faster, so you're not just reacting to problems but staying ahead of them.
We discuss the importance of reviewing your plans regularly and treating budgets as tools to adjust, not just a document to follow. Nelson shares why checking in on your progress throughout the year helps avoid surprises and keeps you on track. Plus, we explore how having the right experts on hand can give you new perspectives and help you make better decisions.
This episode is packed with simple, actionable insights to help you focus on what matters most as you head into 2025. Nelson's advice puts focus on the things you can control to set yourself up for more success in creating your next in 2025. Featuring Nelson Tepfer
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Nonprofits face big challenges in figuring out growth while focusing on impact and meeting the demands of their mission. While all organizations face obstacles, nonprofits often struggle to build the infrastructure and partnerships that make their unique work possible. In this episode, we hear from Letitia Zwickert, CEO and Founder of MENTEE, and Haleh Fardi, Chief Visionary Officer at ProCFO Partners, about how their partnership is helping change that. MENTEE is doing incredible work around the world, from mentorship and education to mental health support, and their new School of Hope is creating life-changing opportunities for kids in crisis zones.
Haleh shares how ProCFO Partners has stepped in with financial leadership to help MENTEE stay focused on its mission while building a stronger foundation. We talk about how partnerships like this—between for-profit and nonprofit organizations—can create powerful ripple effects, opening doors for communities in need.
We're also discussing the power of storytelling, with a highlight on MENTEE's award-winning film submission to the PLURAL+ Youth Video Festival. Join us for a compelling conversation about bridging sectors, empowering individuals, and creating a ripple effect of positive change. Featuring Letitia Zwickert and Haleh Fardi.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Financial management can feel like an overwhelming challenge for many small business owners, with constant pressure to make payroll, manage cash flow, and keep the business afloat. Jason Kitchell, President of Universal Medical Resources, knows this struggle well. In this episode, we're excited to share the Client Story of Univeral Medical Resources as Jason and ProCFO Joe Shake discuss their relationship and the transformation of both the company and its leadership. Jason shares his experience of “not knowing what he didn’t know” about his company’s financial health and how ProCFO Partners has helped him move from survival mode to financial clarity.
The right fractional CFO partnership can shift your focus from reacting to financial crises to proactive planning for the future. Learn how the strategic approach of Joe and ProCFO Partners has enabled Universal Medical to stabilize cash flow, improve employee utilization, and restructure for long-term success.
This episode offers relatable insights and practical solutions for business owners facing similar challenges. Jason shares much that you'll find familiar. Join us as we talk about what's possible with the right approach and partnership.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Traditionally, CFOs often operate in silos, offering one-dimensional financial oversight that limits innovation and adaptability. This narrow approach can cause businesses like yours to miss out on critical insights, preventing them from seeing the full picture of their financial health and strategic potential. Without collaboration, key opportunities are overlooked, and decision-making becomes reactive instead of proactive. ProCFO Partners does something unique to solve this, offering a collaborative approach that brings diverse perspectives together to solve financial challenges from every angle. In this episode, CVO Haleh Fardi introduces us to the thought collective at ProCFO Partners, explaining how this model provides access to a deeper pool of expertise, enabling businesses to address complex problems with innovative, tailored strategies. Learn how this approach enables dynamic decision-making and positions companies for long-term growth and success. Featuring Haleh Fardi
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Tom Stevenson, CEO of Geneva Holdings, often says, “How can you answer the question if you don’t know what to ask?” Knowing the right questions guides strategic growth and ensures you address the root of challenges, not just symptoms. Without asking the right questions you can misdiagnose problems, target the wrong market, or overlook key opportunities. For Geneva Holdings, this meant moving beyond surface-level fixes to find solutions that drove real change. The value of a partner who understands which questions to ask can be the difference between temporary adjustments and lasting transformation—allowing you to adapt, optimize, and make decisions with confidence.
In this episode, we share the Client Story of Geneva Holdings and how ProCFO Partners helped bring order and strategic focus to their multi-company operations. Tom and Director of Operations Angela Hewitt join us for a conversation with Stephanie Parker, their Pro CFO, to discuss how asking the right questions brought clarity and alignment to their business. Together, they share insights on issues like how streamlining complex reporting and driving data-based decisions have enabled Geneva Holdings to grow with confidence and strategy. Learn how this partnership transformed their approach, turning strategic insights into a direction for sustainable growth. Featuring Tom Stevenson, Angela Hewitt, and Stephanie Parker.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Is your business model still aligned with your operations, or are you running on outdated assumptions? How do you even know? Many companies unknowingly drift away from their original vision, creating inefficiencies, frustrated teams, and missed opportunities. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, explores the hidden challenges of misalignment and shares why regularly reviewing your business model is not optional - it's crucial. Haleh introduces us to tools like the Revenue Flywheel that can help realign your strategy and drive sustainable growth, and we explore real-world examples of businesses that regained focus and profitability. Have you unknowingly drifted off course? If you're not regularly reviewing your business model, you could already be floating aimlessly, losing sight of the growth and success you set out to achieve. Featuring Haleh Fardi.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Running a business on gut instinct only gets you so far. Join us for a Client Story in this episode and follow how ProCFO Partners helped RU Living, a student housing provider, move from intuition to data-driven decisions. Founder and President Mike Sisler shares how ProCFO Josefina Garcia transformed their operations, including handling complex software migrations and turning vague financials into clear, actionable insights. In the boardroom, data replaced stories, driving more strategic conversations and decisions. Plus, see how Josefina brought relief and focus, helping RU Living grow more profitably and confidently. Featuring Mike Sisler and Josefina Garcia.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, we're joined by Nick Theoret of Centri Group, a client of Amtech and like-minded leader to Amtech CEO Jay Patel. Developing platform-agnostic hardware comes with unique challenges but also opens up incredible business opportunities. Jay and Nick share how they're navigating these complexities as we explore Nick's journey from building a prototype to developing a scalable IoT hardware business without being tied to specific platforms. Jay highlights the importance of adaptability and close partnerships in hardware development, while Nick explains the benefits of staying flexible in a fast-evolving technology landscape. Plus, we discuss practical insights on entrepreneurship, resourcefulness, and making long-term growth a reality in the dynamic IoT space.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Mismanaging construction accounting can lead to costly overruns and unexpected financial issues. In this episode, we discuss how construction companies can avoid these pitfalls by understanding the nuances of construction accounting compared to traditional methods. With insights from ProCFO Pat Balestrieri, we explore the importance of revenue recognition, cost management, and detailed job costing to maintain control over projects. We also discuss how frequent project evaluations and breaking down costs into specific categories can help your company stay on track. Plus, we explore how a fractional CFO can offer valuable guidance, ensuring your financial strategies align with long-term business goals. Whether you’re a small firm or a growing business, this conversation offers practical advice to improve your financial management. Featuring Pat Balestrieri.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Choosing the right financial leadership is essential to your company’s growth and success, and making the right choice starts with understanding the distinct capabilities of each role. In this episode, we explore the differences between a CFO and a Controller, highlighting how their unique contributions shape your business. We examine why a CFO’s strategic vision drives future success while a Controller’s transactional expertise ensures efficient daily operations. With insights from Chief Visionary Officer Haleh Fardi, we discuss the importance of these roles working together, how small to medium-sized businesses can leverage fractional CFO services, and the concept of the financial Flywheel to create sustainable growth. Plus, we explore how strategic planning that goes beyond basic financial reporting ensures your company’s activities are consistently aligned with its long-term goals.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Neglecting the right financial metrics can stall your business growth. In this episode, we talk about what some of the "right" metrics are and discuss strategies for managing and optimizing profits and cash flow for SMEs. Kenton Gray helps us explore financial levers beyond mere sales increases. We break down how managing sales volume, COGS, and operational metrics can boost profitability, and discuss practical actions like supplier negotiations, inventory management, and KPI setting to maintain robust cash flow. Plus, we explore how proactive financial planning leads to better outcomes, aligning each business unit for sustained success. This episode provides actionable insights to control and improve your financial health. Featuring Kenton Gray
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
A workplace that ignores the role of finance in its culture is missing a crucial element for success - and most organizations don't put "finance" and "culture" in the same thought. Rodger Lazoff helps us explore how integrating these elements drives opportunity. We break down the Four Cs: Cooperation, Collaboration, Contribution, and Community, and discuss how CFOs can embed desired behaviors to build trust and transparency. We talk about how effective communication and continuous feedback can develop a thriving team and explore tips for simplifying financial concepts to engage non-financial staff. Join us for a conversation that provides actionable insights for aligning culture and financial goals to create a motivated and cohesive workforce. Featuring Rodger Lazoff
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Join us as we discuss how the modern CFO role is evolving, with insights from Vaughn Henson. This episode explores the critical role of training and education in helping create better financial literacy and operational efficiency, highlighting tools like AI and BI dashboards that improve data management and decision-making. We also talk about the benefits of fractional CFOs and how they match the expertise of full-time CFOs while offering more financial efficiency. Plus, we talk about practical strategies for integrating technology and maximizing efficiency with simple solutions. Featuring Vaughn Henson
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Exploring the CFO's unique and sometimes misunderstood role in shaping organizational strategy, this episode examines their guidance in navigating long-term strategic development, including complex mergers, acquisitions, and more. We analyze why SME leadership often falls short in targeting future achievements due to an intense concentration on present tasks, and we explore integrating a fractional CFO into the team, discussing unexpected benefits and potential obstacles. Focusing on strategic visioning, scenario planning, and nurturing productive leadership team dynamics, this conversation arms business leaders and executives with the knowledge to make informed, data-backed decisions. These decisions effectively merge immediate organizational needs with larger, ambitious goals, ensuring cohesive advancement and the company's overall growth. Featuring Sarah Smigel
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Exploring the critical elements of mergers and acquisitions, this episode discusses the strategies crucial for sealing deals that enhance company valuation. We scrutinize the essential nature of robust financial structures, especially how auditable financials and risk management contribute to making businesses more attractive. Our discussion zeros in on the art of aligning strategic visions with practical execution for seamless business integrations, and we examine how effective communication and the careful shaping of company culture can significantly impact staff management and the success of a merger. From the fundamentals of integration planning to strategic moves meant to maintain competitiveness, join us for comprehensive insights into navigating M&A. Featuring Art Troccoli
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, we examine the complexities of dealing with toxic investors and how they stand apart from enthusiastic supporters. We offer insights into strategies for leaders to handle the intricacies of these crucial business relationships, extending also to customers, vendors, and employees. Focusing on the role of leadership, we look into methods for protecting teams from the impact of disruptive behaviors by employing effective communication and setting firm boundaries. Leaders will learn the nuances of managing difficult interactions to ensure the health of their teams and businesses, deciding when to intervene and how to establish standards for professional conduct.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Today's episode explores the CFO's crucial and sometimes misunderstood role within your leadership team. Tom Morral shares insights on how a CFO can significantly influence the strategic direction of an organization and how the CFO must understand the diverse needs of all departments and allocate resources effectively to support the overall goals. The CFO is not a spreadsheet manager, a simple numbers person, or the person with the checkbook - they bring vision, experience, expertise, and perspective to balance financial constraints with the company's broader objectives. Whether you're a startup founder managing everything solo or an executive seeking to enhance your financial leadership, every business deserves an expert CFO, and this discussion offers valuable strategies for understanding why. Featuring Tom Morral.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Pricing strategies can make or break a business, impacting everything from profitability to market positioning. In today's discussion, we explore the nuances of optimizing pricing strategies, including why it's essential to think first about your product's value (not just costs or margins) and align it with customer segments. Philippe Touzot helps us understand pricing effectively while considering competitor positioning and customer psychology. We also highlight how different pricing tiers and options can impact greater potential in your market. Whether you're rethinking your approach or fine-tuning your pricing, this episode will help you set or keep your business on the right path. Featuring Philippe Touzot.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
For many of us in business, finance can often be intimidating, confusing, or a "necessary" part of the job. Today's episode peels back the layers of the dynamic and maybe less obvious role finance plays in driving business success. Join us as Gaetano Dipietro illustrates why finance is the lifeblood of any organization. From managing cash flow to understanding macroeconomic impacts like inflation and interest rates, Gaetano shares insights on how financial insights can propel businesses toward sustainable growth and profitability. Join us for practical strategies for integrating financial health into every facet of business operations, ensuring that decisions contribute positively to the bottom line. Whether you're a small business owner wrestling with budget constraints or a leader in a larger corporation seeking to build more robust financial strategies, this discussion is an essential listen for anyone looking to understand finance better and leverage that understanding to grow your business. Featuring Gaetano Dipietro
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, we're exploring the crucial aspects of managing outside investors - which, spoiler alert, means building and navigating relationships. Don Gage joins us to share insights on how investor expectations aren't just about frequent updates but a strategic communication rhythm that ensures investors are informed, engaged, and confident. From the importance of clear reporting cadences to handling over-involved investors, we discuss how leaders can effectively manage and enhance investor relations through transparency and strategic problem-solving. Join us for expert advice on creating a robust framework for investor communication that aligns with your business goals. Featuring Don Gage
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, we meet Mike Batiste, Managing Partner at Five Eighty, a Commerce Marketing Agency that stands at the intersection of digital and physical retail experiences, customer impact, right-now responsiveness and forward-looking vision. Mike shares how the collaboration of Five Eighty with ProCFO Partners, under the guidance of ProCFO Tom McNiff, has improved their operations and project management. We talk about how together Five Eighty accomplished years worth of financial foundational work in just months, the value of accurate forecasting in such a dynamic marketplace as marketing and retail, and how ProCFO Partners has helped Mike and his team have replaced worry and anxiety with resolve and confidence. The results have been critical in adapting to consumer behavior changes and leveraging new technologies, ultimately advancing their offerings to clients. Featuring Mike Batiste
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Navigating business financing sometimes introduces us to lesser-known paths, highlighting the limitations of conventional banking and the need for more creative solutions. In this episode, we explore securing appropriate funding for your business, including financial options beyond local banks or other "typical" lending options. Nelson Tepfer, CEO and Co-Founder at ProCFO Partners, and Ami Kassar, CEO and Founder at MultiFunding, join us to discuss the internal and external hurdles businesses encounter when seeking funds, from the critical necessity of precise reporting to the frequently overlooked alternative financing solutions that could be pivotal in promoting growth and opportunity. We discuss misconceptions surrounding SBA loans, the fluid nature of lending criteria, and the storytelling skill required to persuade lenders. Whether it's financing for operational needs, capital expenditure, or business acquisitions, understanding the subtleties of the financial world can significantly impact your ability to succeed - and, as ever, the right partners and relationships along the way can be the difference. Join us as we navigate these complex issues with Nelson Tepfer, CEO and Co-Founder at Pro CFO Partners, and Amit Kozar, CEO and Founder at MultiFunding.com, offering their expert insights and advice on finding creative, strategic ways to support your business's future. Featuring Nelson Tepfer and Ami Kassar
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Long-term success hinges on strategic foresight, but successful long-range planning is an art and a science - which sometimes makes it so difficult. Today's discussion is about planning for the long road and what to consider when steering your business toward your vision and future. We discuss some of the complexities of looking beyond the annual horizon to a future three, five, or even ten years away and the role of leadership in staying disciplined in the plan. We talk about constructive consensus, ensuring that every stakeholder is aligned and committed to a shared, ambitious goal. Whether you're just plotting a course or already know your trajectory, this conversation promises to help set or keep your business on a well-planned path. Featuring Karl Almond.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
For company's that know (and at ProCFO Partners, we know!), The Entrepreneurial Operating System, or EOS, has transformative power propel your businesses forward. One way is through its goal-setting framework, ROCKS. In today's episode we're exploring what ROCKS are and how EOS can streamline your strategic goal-setting, boost team alignment, enhance accountability, and drive accelerated growth. Join us for a conversation about the practical support and resources available to seamlessly adopt EOS, how to avoid getting tripped up, and how the right kinds of goal-setting mixed with accountability can dramatically impact your business strategy. Even if you're not an EOS organization, the concepts of ROCKS can be essential for your success. Featuring Karl Almond
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Philadelphia's unique blend of historical roots and innovative growth offers a dynamic backdrop, atmostphere and sometimes challenge for building business. In this episode, we're joined by Ryan Walter, Managing Director at ProCFO Partners and a long-time player in Philadelphia's business landscape. We discuss how the city's diverse economy, from manufacturing to biotech, is shaping the future of business in the region - and how the Philly "region" is probably a lot larger than people sometimes think. Ryan shares insights on the importance of relationships, the evolution of industries, and why a strategic CFO is key to navigating Philadelphia's unique business dynamics. Join us for a conversation to uncover the challenges and opportunities that define doing business in Philadelphia and learn how to capitalize on them for success. Featuring Ryan Walter
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this Client Story we're exploring the remarkable journey of a generational, family-owned electronics manufacturing business that's navigated challenges and innovated to establish a high-mix, medium-volume production model, setting a new standard in the electronics manufacturing sector. Amtech CEO Jay Patel joins us to talk about what it's like to run a family business, the interesting dynamics in business and life that shape the company's leadership and direction, and how Randy Talcott, Amtech's fractional CFO from ProCFO Partners, has helped Jay and his team run at its full potential (and even sleep a little better at night). Featuring Jay Patel
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
With its geographical positioning between New York and Miami, a diverse educational ecosystem anchored by institutions like Georgia Tech and Emory, increases in startup funding, friendly taxes and affordable living, Atlanta is a hub for innovation and entrepreneurship in everything from manufacturing to entertainment. Today we’re talking with long-time Atlanta CFO and ProCFO Partners Managing Director Don Gage about how Atlanta strikes the perfect balance of tradition and innovation, creating the right environment and opportunities for business success. We talk about the unique characteristics that make Atlanta ideal for business, what challenges leaders should watch out for, why the right CFO is essential for Atlanta businesses and how to better understand your trajectory with the help of a CFO who knows how to navigate business in the Southeast.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Today we meet Samantha Trice, founder of Hamilton Park Montessori School. Hamilton Park Montessori has transformed from a modest beginning to now serving over 300 students. Samantha Trice joins us to share the vision behind the school's creation, driven by a dedicated educator who sought to establish an institution rooted in community, and how that commitment - and its business model - has evolved over time. Helping to drive this growth has been Hamilton Park Montessori School's relationship with ProCFO Partners as it continues to cement its reputation for thoughtful, caring education to increasingly diverse students and families. Featuring Samantha Trice
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Two essential questions business leaders should answer each day: What's the plan, and how are you going to execute it? In today's conversation we're talking about the impact of setting goals on a business's path to success. Join us as Karl Almond helps us break down how overwhelming business plans can be simplified into smaller, manageable goals and shares some real-life examples of successful businesses implementing goal setting and planning strategies. We discuss ways to implement SMART goal setting and the FAST approach, and which one - or if a combination - might be right for you. Through milestone achievements to developing goal-oriented growth strategies, we explore the interconnectedness of goals and planning, providing you with a clear direction, a framework for decision-making, and a structure for adaptability. Featuring Karl Almond
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
ProCFO Partners believes that every company deserves the expertise of a seasoned CFO. In fact, our expert CFOs become integral members of your leadership team, bringing years of experience, the experiences of having worked in multiple industries, and often having held multiple executive seats. So when we say every company deserves an expert CFO, that has to mean more than, as long as they can afford it. We're thrilled to share our new grant program, where we'll work with companies to deliver ProCFO Partners services through a special $50,000 opportunity. For this opportunity we're selecting a company in the manufacturing sector in the Chicagoland area, and we can't wait to get started. In this episode we talk about the grant, why we think it's important, why we're starting with manufacturing, and discussing the right kind of organization to apply. Featuring Haleh Fardi
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Every business experiences bumps in the road of revenue - unexpected curves, obstacles in the way, rough terrain. In today's episode, we're discussing ways to stay ahead of the curve with regular revenue forecasting - what you need to know, do and expect as we explore the importance of consistently revisiting and updating your revenue forecasts. You ensure accuracy and relevance by keeping a monthly or quarterly rhythm and refining your forecasts - and that's just one aspect of forecasting's nuance. Join as we talk about how culture plays a role, ways to improve if you're struggling right now, and how your CFO should be taking the lead. Featuring Philippe Touzot
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
This episode is the recording of a webcast where Martin Cunningham of ProCFO Partners and Mark Kesti of Innovo Sales explore the nuances of company value, from balancing customer service and profitability to ways that high-maintenance clients can impact a company's bottom line (and what to do about it). Join us as we explore the vital role of interdepartmental communication in recognizing and addressing client relationships, share strategic insights on aligning short-term client acquisitions with long-term company value, emphasize sales strategies as a function of overall goals, and much more. This discussion is essential for business leaders and managers aiming to enhance their company's value through informed management and strategic decision-making. Featuring Mark Cunningham and Mark Kesti
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Sometimes the barriers and ceilings holding you back from growth aren't lack of sales, goals or ideas: it's lacking the necessary skills to compete and succeed, mixed with lacking the processes to get there. In today's episode we're - ahem - breaking this down and discussing how the Entrepreneurial Operating System (EOS) provides powerful frameworks and cadences to help identify and breach limiting thresholds. Combined with with fractional models to specifically address skills by engaging part-time experts, it's possible to adopt a more agile approach to accessing resources without the commitment and overhead of a full-time hire. When an operating system for your business meets the right talent to put it in action, powerful potential can be realized. Featuring Haleh Fardi
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, Marcia Zaruba O’Connor, CEO and Founder of The O’Connor Group and Nelson Tepfer, CEO of ProCFO Partners, join us to explore the pivotal interplay between Human Resources and the CFO's role in modern business dynamics. Our conversation is wide-reaching and impactful as we explore how company culture isn't merely aspirational—it's intrinsically tied to operational success and efficacy. We discuss the challenges and opportunities hybrid and remote work models present, the significance of deeply understanding client needs, and cover how a diversified team skillset can be a strategic advantage. This episode is like being in the room with two business experts and offers valuable insights into the synergies created when HR and CFOs collaborate to move businesses forward. Featuring Marcia Zaruba O’Connor and Nelson Tepfer
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
More than ever, it's crucial to make your supply chain more efficient, cost-effective, and able to compete globally. In this episode, Martin Cunningham joins us to discuss the tight labor market, the importance of customer relationships, and we investigate how the implementation of the latest technologies and strategies, including in AI, can help businesses succeed in today's rapidly changing environment. Uncover the potential for reduced costs, enhanced global reach, improved efficiency within your supply chain, and how to maximize its potential with automation, and learn more to make the best business decisions. Featuring Martin Cunningham
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
ERP migrations, CRM implementations - the tech and software that helps drive your business can't be shortsighted or small decisions. Are you involving your CFO? How? Today Josefina Garcia joins us to talk about the business impact and the potential of new technologies and major software change decisions. Learn what to watch for, what to avoid, and how to make the right strategic decisions with confidence in the process. Featuring Josefina Garcia
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In today's episode we're arming you with the necessary strategies to set up internal controls, minimize risk, and save money. Accounts Payable is where strong relationships with vendors are cultivated, but it's also where left unchecked, risk can infiltrate your business. Plus, inefficiencies can plague processes where invoices are stuck in inboxes. Learn how, what to do about it, and how putting better systems and processes into play with your accounts payable can not just protect your business, but help it grow.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
So your board (or team or voice in your head) says, You need a fractional CFO. Or wait, maybe they say, You need a part-time CFO. A full-time hire? Maybe a consultant? All you (or they) are really sure of is: You need help. In today's conversation, Haleh Fardi joins us and challenges conventional notions of financial management, introducing a fresh perspective on the role of a fractional CFO or part-time CFO. We explore how the strategic CFO can recalibrate financial strategy in your organization, discuss the difference between a consultant and a fractional CFO, and discuss how having a comprehensive financial framework for growth is essential for strategy and tactical execution. Learn how a Financial Flywheel approach can be a focal point for time, energy, and resources, leading to greater efficiency and success. This discussion sheds light on how a fractional ProCFO or part-time CFO can be your strategic advantage.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
It might not be flashy, but fine-tuning your systems and processes is one of the smartest ways to maximize value, increase efficiency, and make big organizational changes that lead to high performance. In today's episode, we're exploring the essential basics of how organizations work, how to ensure tasks are completed the same way each time, and the convenience of implementation. How do you know if your systems are broken or your processes need improvement? We cover that too. With the right systems and processes, you can gain streamlined workflow management, improved decision-making, lowered operational costs, and increased productivity. Learn more and create a more functional organization. Featuring Ryan Walter
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
When automation combines with the latest technologies in AI, your business can power forward in exciting new ways. Today we're discussing the present and future of automation with Joe Meyer. We discuss the differences between AI and RPA and the benefits each offers, such as cost savings, improved efficiency, and data-driven insights. We talk about symptoms you might be experiencing to know if (and how) RPA might be an ideal solution, and we uncover how AI and RPA can help you stay ahead of the competition and maximize productivity to take your business to the next level. Featuring Joe Meyer
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
The last few years have caused massive disruption in how businesses manage their supply chains, exposing inherent weaknesses for some, and strengthening areas for others. A trend we're seeing more and more in manufacturing is onshoring or re-shoring manufacturing to the US. Today we're exploring the changing landscape of the supply chain, the advantages of bringing manufacturing home, and how to fill the product availability gap. Jeremy Leitzen shares insights into the cost savings, product quality improvements, and faster production times that can come from bringing operations home. Businesses can stay competitive and be better prepared for future disruptions - tune in to learn more. Featuring Jeremy Leitzen
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Every business leader is faced with difficult decisions. Not every business leader is decisive. And many of us aren't focusing on the decisions we actually need to make. In this episode, we're discussing how to effectively tackle complex decisions, from understanding the consequences of your choices to prioritizing decisions and seeking out counsel from others. ProCFO Partners CEO Nelson Tepfer explores taking a more systematic approach to decision-making, increasing your confidence in the process to make the right choice. Plus, we talk about the importance of timely decisions to maximize opportunities. Featuring Nelson Tepfer
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In today's episode, we're talking with Ryan Walter about how to use research and soul-searching to anticipate and plan for strategic objectives and overcome potential challenges. Many of us think we're doing strategy when really we're just busy with tactics on steroids. We visit strategy once a year (maybe) and forget about it when the next emergency hits us. In our conversation, we're explore all this, plus the importance of mapping out the roadmap for success and prioritizing strategy while balancing the needs of the economy, customers and industry. Discover the art and science of business strategy and how to adapt and adjust to changing conditions for the keys to success. Featuring Ryan Walter
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In the services industry, we're often trading time or talent for revenue, rather that widgets and material goods. In our conversation today Howard Nagelberg joins us to explore how inefficiencies (profit killers!) can happen and how to manage and eliminate them. We talk about the importance of accurately estimating costs and time to ensure your team is in the right roles and performing to their full potential. We cover optimization concerns, when (and why) to hire outside or fractional talent, and ways to structure the client relationship. We'll discuss ways to prevent inefficiencies and equip you with practical, tangible advice and techniques to reduce them. Join us for essential insights into effective communication strategies for staying one step ahead. Featuring Howard Nagelberg
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
The best way to know your customers? Talk to your customers. Today we're exploring ways to better connect to your revenue stream so you can take your customer relationships, cash flow, and strategic decision-making to the next level. Join us as we discuss leveraging customer data, ways and methods for connection, strategic incentives s and more to increase customer loyalty, optimize cash flow, and create tailored solutions to start realizing tangible improvements today. Make customer contact part of your culture and regular, predictable processes. Featuring Randall Talcott
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Experience something extraordinary. Discover the creative cultivation of culture, cuisine and imaginative design of Fox Lifestyle Hospitality Group, crafters and curators of five restaurants in Manhattan. Today Mark Fox joins us to discuss his experience-first philosophy for customers and employees. Mark discusses the vision of Fox Lifestyle Hospitality Group, and how Melanie Shaw, their ProCFO from ProCFO Partners, has been an essential ingredient to their strategic development. Join us as we explore this innovative hospitality group and explore the financial accomplishments that have made it possible. See how big dreams can become reality, and savor the unique flavor of Fox Lifestyle Hospitality Group's signature style. Featuring Mark Fox
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Is your business at risk in the ever-changing economic landscape? Learn how to minimize that risk, protect yourself and your business with strategies to manage cash flow, assess sales projections, create a budgeting plan and more. Randall Talcott joins us to explore the actionable advice you need to proactively prepare for the potential impacts of inflation, interest rate hikes, and even bank failures. Avoid losing ground with practical insights on protecting your business from economic turbulence. Featuring Randall Talcott
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
ChatGPT, AI and Machine Learning are changing business. Today we're talking about how. From streamlining day-to-day operations to uncovering valuable insights, taking full advantage of AI and Machine Learning requires some shifts in thinking, processing and planning. Sunny Sharma joins us to explore the impact of AI on the CFO and their role, where responsibilities might shift and adapt, what to watch out for and how to plan ahead for impact and implications. Your company can maximize these technologies to gain a competitive edge through improved productivity, increased efficiency and more. Develop a better understanding of the opportunities ChatGPT and AI provide. Featuring Sunny Sharma
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Recent headlines about banking crises or emerging potential have a lot of us concerned about things we can't control in our business' financial functions. Today we're looking in-depth at the risk realities and connecting on what we can control, even in the shadow of...well, we're not sure. And that's part of the concern. What we do know is your relationship with your banker has probably never been more important. Let's discuss other importance of relationships (seems to always come back to relationships in business, doesn't it?) and explore some do-this-now actions and tactics so you can protect your business and customers while also making informed financial decisions. Featuring Nelson Tepfer
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In today's episode we're sharing insights into how to more efficiently (and rapidly) create success by utilizing business velocity. We're exploring the tools and structures that will keep your business competitive and profitable, even as things change around your business. We'll introduce new ideas on strategic cadence, how the EOS (Entrepreneurial Operating System) model creates a useful illustration of prioritizing, and why its important to rethink your strategies in order to innovate and create value for maximum value in a fast-moving, dynamic economic and customer-centric landscape. Featuring Carlos Sava
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Mike Durney has sat in seemingly every chair in the C-Suite, and it's that breadth and depth of experience that he brings to work with him at ProCFO Partners. Today we're talking with Mike about his road to being a ProCFO, from leading in different industries, honing skills in unique environments, and even the value of taking a break (taking a break the way only a CFO can) in contracting and pro bono work. See how Mike's been Creating his Next with ProCFO Partners and its capable team. Featuring Mike Durney
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
If yours is like many small businesses, you're struggling to unlock the true potential of marketing and its benefits. In today's episode we're recalibrating the relationship many executives have with "marketing" as a concept and "Marketing" as a department. We discuss how with balanced leadership and a shift from viewing marketing as an expense to an investment, you can experience marketing as a strategic advantage that hits your bottom line. Learn why many CFOs and budget analysts may be stuck in miseducation about marketing and how to nurture success by understanding and embracing the power of meaningful marketing. Featuring Haleh Fardi.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
In this episode, ProCFO Tom McNiff shares his origin story, and how navigating the complexities of the music industry prepared him for the people and problems he works with each day with ProCFO Partners. Being a CFO in the music industry is a complex and challenging journey, as everything from the distribution model to the revenue model of the industry is dynamic. Not to mention, the day to day craziness of working in a record label can be difficult. Today with ProCFO Partners, Tom talks about the benefits of the diverse and experienced team - the perfect sounding board - to overcome nearly any challenge together. Tom shares how his skill sets were honed, and how he brings those experiences and expertise to his work with clients as a ProCFO.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Today we're exploring the business advantage of South Florida. We're developing insight into how to leverage the multilingual business (and weather) climate, tap into the untapped potential of the area, and how South Florida's unique business and geographical position can create positive impact. With access to low taxes, no state income tax, and the unique advantages of the multicultural environment, all it takes is the right strategic team to help your business succeed.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Healthcare insurance, like the healthcare industry, is complex, complicated and sometimes confusing. With the ever-evolving healthcare system and the pervasive influence of technology, it can be hard to keep up. Join us as we explore the discouraging inefficiencies that plague the business of healthcare and insurance discuss the latest advancements in healthcare technology that promise better outcomes. From the basics of the healthcare and insurance industries to the nuances of the customer relationship, let's uncover how you and your business can do more with your healthcare. Featuring Sam Heller
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Do you have the right players on your finance team? Do you know what your bookkeeper does differently from your accountant? Do you even have (or need) an accountant? Today we're talking about the different roles and responsibilities involved in a high performance finance team, from Tax Preparers to Controllers and the CFO. Learn who does what so you know who to rely on for specific input, and where you might have gaps or blind spots that could mean trouble down the road. Many small and mid-market companies have incomplete or inefficient teams, often because the roles and skillsets haven't kept pace with growth or shifting strategic directions. Let's uncover confusion and create some clarity on creating your next finance team. Featuring: Josefina García
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Nelson Tepfer, CEO at ProCFO Partners, joins us to talk about the importance of reflecting on performance in the last year. What met expectations? What didn't, and why? What could you have managed or controlled, and what surprises surfaced? By scrutinizing where you've been you can better plan ahead, prioritize proactive ways to avoid pitfalls, create strategies and achieve goals.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Raising capital is a crucial part of running a successful business, but it can also be one of the biggest challenges that companies face. In today's episode, Randy Talcott joins us to discuss when it's time to raise capital, some common obstacles and challenges to raising capital, and the importance of having the right financial partners at your side. The right partners can provide valuable guidance and support, helping you increase their chances of success and achieve your goals. Join us for a practical conversation full of how-to, why-to and when-to advice from an expert. Featuring: Randy Talcott
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Mentorship, coaching, and peer groups are crucial resources for professional growth and development. These support systems provide valuable guidance, support, and accountability that can help people navigate the challenges of leadership and succeed in their careers. Today Haleh Fardi, Chief Visionary Officer at ProCFO Partners, joins us to talk about the impact mentors and peer groups have had on her, her career and even her personal growth. She shares insights on what to look for in a peer group, how to develop a mentoring or coaching program internally, and how success and support go hand-in-hand.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
As philosopher Soren Kierkegaard stated, effective leadership is mobilizing to create an environment that lets management's mindset Swing into the World of Possibilities. In today's episode, Roy Ryniker joins us to discuss creating a Vision of Success for your company. In today's ever-changing business landscape, having a clear vision for your company's future and adjusting to market dynamics is more important than ever. With focus and dedication, you can create a roadmap to success that will guide you and your team through to your Next. Follow Roy's 5 C's for practical, directional insights. Featuring: Roy Ryniker
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Setting goals is essential for any organization, but it's not always easy to get everyone on the same page. In this episode, Joe Shake joins us to discuss how to set directional goals that will create organizational alignment and focus. We'll explore the importance of setting measurable goals, the role of your leadership team in the process and getting your employee's buy-in while also creating accountability to measurable targets.
Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
As this episode reaches you, it's early November 2022. That means there are only weeks to wind down this year strong and be ready to kickstart 2023 in the most powerful ways possible. Today Nelson Tepfer, ProCFO Partners CEO, talks us through the importance of the right goals and strategies for your organization, measured against the best targets. Many companies set goals that aren't inherently focused or clear or are energizing to the people responsible for executing them. Learn what you could do better, what you could avoid, and how to approach the coming year prepared and with clarity. Featuring: Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
For many companies, the need to scale is almost accidental. A key client or project can initialize need - but are you ready? And...ready for what? Today Josefina García joins us to pin down 5 Keys to scaling strategically so your customers, employees, and services are all moving in the right direction to grow profitably and proudly.
Today Todd Sloan joins us to discuss concerns and insights for how to scale and fund growth for companies that have maybe moved past start-up or initial funding and are now looking for next-round investments and opportunities. We'll discuss various strategies that can be used to finance growth like equity financing, debt financing, venture capital to private equity, and internal growth. We'll also touch on some of the challenges companies face when scaling up and how to overcome them. Join us for expert guidance on moving your company into new opportunities.
Conscious Capitalism explores the ROI of putting your business model in the context of purpose. Its goal is to elevate humanity through business. As businesses continue adjusting to phenomena like The Great Resignation or "Quiet Quitting," it's become clear that employees and customers are increasingly uncompromising in their efforts to work and do business with companies that share their values - or at least articulate what their values are. Today Melanie Shaw joins us to talk through Conscious Capitalism, how it started and where it's headed, and how leaders have a responsibility to make purpose a part of your strategic focus and value proposition.
Vision can't be achieved without engagement from your team - sometimes we call that "buy-in," which is shorthand for everybody being on board, in agreement, or at least in agreement to move in the same direction. And for that to happen, people need to trust the vision. This is true when you're leading a team, leading a company or leading a customer.
Today Haleh Fardi joins us to talk about trust and vision in the context of strategy, strategic agility and how important a point of view is to serve those strategies. It can feel easier to crunch numbers, rehash revenue and talk tactics - especially in annual planning. Today let's focus on the importance of becoming visionary, seeking commitment, and being capable of turning vision into action.
Software as a Service (SaaS) companies have to keep an eye on the usual business and financial metrics, but there are some Key Performance Indicators (KPI's) that are uniquely essential. For a long time venture capitalists encouraged a mindset of growth at any cost, but increasingly the bottom line and long-term sustainability are levers for important decisions. The health of the company, its strategic position and profitability potential, and its ability to attract investors rely on knowing some magical acronyms: CaC, LTV, and Revenue Churn from ARR or MRR.
If you're keeping score - and you should be - that's a lot of letters that unlock important concepts.
Today Shyam Desigan, Managing Director at ProCFO Partners and seasoned founder and financial expert for SaaS companies unpacks why Customer Acquisition Costs, Lifetime Value, and Annual Recurring Revenue or Monthly Recurring Revenue are the top-of-list KPI's for SaaS leaders to focus on and adjust to. Growth and profitability depend on it.
Business outcomes are the goals of a business. They are essentially the reason that a business exists. Business processes are the series of steps that are used to achieve those goals. They represent the way that a company does business and how it interacts with its customers, its suppliers, and its employees.
Right?
In today’s episode we’re breaking down what drives a business and what sometimes distracts from it. When we lose focus on processes being a function of goal achievement, then the process can become the goal, often creating a waste of time and resources. Learn how to recalibrate your systems and processes to serve your goals and outcomes.
Are we in a recession? Headed for a recession? Today Jeff Wheatley joins us to talk about responding to realities, rather than reacting to rumors. Join us for powerful insight and advice as we talk about how to align your actions to strategic goals, why it’s critical to develop a position of strength (regardless of headwinds), and how you can take action now – today – to improve your strategic, financial and business positions.
In construction projects, it is extremely important for contractors to understand the complexity of budgeting, timing, cash flow, managing purchasing, delivery, labor allocation, and accounting for their projects. In today's podcast episode, we're talking about how smart and efficient planning and tracking help assure profits and reduce the risks of losing money. Plus, learn some best practices for approaching projects from the business and financial side, and how a fractional CFO might be just the partner you need to build a better business.
You - yes you, whatever you do - have a technology company. Some of us are creating solutions that require certain technologies to function, some of us are developing those technologies, and all of us are using, benefiting from, or managing technologies in our business. More importantly, our customers have increasing expectations of how we use technology, from easier customer service to tracking or notifications to user experience. In today's episode, we're talking about what's different where technology in business is concerned from where we were just a few years ago. We're also exploring where we're headed. From Blockchain to subscription and licensing models, we're all on the cusp of tremendous opportunity - if we know how to leverage it. We'll cover that in this episode as well - how the right partner with expertise and insight on your team can help drive strategic shifts.
Agility in business is the ability to move fast. Strategic agility is moving fast with purpose. In today's episode, Haleh Fardi educates us on the value of being strategically agile. Not all organizations are designed for moving fast - yet market dynamics (and customers!) expect it. And those that can move fast often do so without a vision for future impact. Learn to understand how strategic agility has a crucial role in your organization's ability to compete, innovate, flex and ultimately achieve new goals more quickly and efficiently.
Today Kathleen Quinn joins us. A lifelong Chicago resident, Kathleen's professional expertise is informed by Chicago's place as a transit, shipping, trade and manufacturing hub for the entire United States. In the past year especially, factors on distribution and supply chain have impacted us all in our business and our lives.
Today we're exploring the domino effects that can happen with supply chain and distribution disruption, and Kathleen is sharing practical, tactical advice on how organizations can better manage their impacts. Supply chain effects can feel outside of our control. From collaborative problem solving to igniting innovation and connection inside organizations to communicating with transparency to customers, learn ways you can your teams can have control over the morale, methods and message.
Martin Cunningham joins us to help us understand the keys to the month closing. How can you be sure of your performance? That you're moving closer to goals? Are the key stakeholders receiving the insights they need to make smart decisions? The monthly close process is essential for delivering actionable insight and information - and you might be surprised by some of the common mistakes organizations make in the process. Learn best practices and the processes you need to master the month closing.
If the only numbers you or leaders in your organization ever see are long spreadsheets requiring a two-hour meeting held once each quarter...you're doing it wrong. In today's episode, ProCFO Partners CEO Nelson Tepfer guides us through the value of scorecards - simple, specific reports that tell managers and leaders if they're on track. Getting it right doesn't have to be complicated. Join us as we work through the dos and do-nots of crafting custom scorecards for your organization's goals and strategies.
The healthcare industry has experienced business and financial dynamics in the last few years that have challenged not just the industry but all of us as patients, customers, or receivers of care. In today’s conversation with ProCFO Partners CFO Sam Heller we are exploring some of these new dynamics, including staffing, inflationary costs, revenues, and more. Sound familiar? In many ways, the healthcare industry parallels what many industries are facing. But a layer of complexities like insurance, technology, information, and specialized leadership make the future of healthcare uniquely challenging and exciting. Learn what makes the CFO a crucial strategic component to creating the next in healthcare.
ProCFO Partners Chief Visionary Officer and Co-Founder Haleh Fardi isn’t mincing any words in this week’s episode. Inflation coming so quickly off the heels of the pandemic is creating cash flow and revenue issues for many organizations. Today Haleh shares how once-in-awhile price increases, especially knee-jerk reactions to outside dynamics - aren’t the path to sustainable growth - or even survival. Learn the value of implementing regular, predictable, reasonable price increases that your customers can understand and manage, and how chronic under-pricing can be remedied. The first step? Raise your prices today.
Non-Profits have many unique characteristics in how they generate revenue, cultivate “customers” (or donors) and provide services. But they have a lot in common with for-profit businesses too, including the need for accurate budgeting and reporting. In today’s episode Tim Domini, who’s spent his career helping manage financial functions in the non-profit space, joins us to talk about some of these unique characteristics and what non-profits should do first, better or differently to optimize for success. From preparing to audits to presenting the right information to the right audiences, Tim shares specific advice on the kinds of strategic guidance non-profits should look for from their financial partners, and why fractional expertise is often a smart way for non-profits to go
In today's episode, we're simplifying what seems complex: Transactions. To understand transactions in business we have to go beyond buying and selling and dive into motivating, contributing and complementing factors. As a company is younger and smaller, for instance, it might take on transactions that, years later, may no longer serve its vision. An owner-driven organization might make transactions in the interest of simplifying that person's life or responsibilities, while a large enterprise answers to stockholders and investors. Listen in as we explore how the reasons why can help focus the mechanics of how and when.
Every business in any industry can point to unique challenges it faces. The era we're in presents some of them, from inflation to the pandemic to the Great Resignation and all of their related issues. In today's episode we're calibrating how adversity often presents great opportunity - if you know where, and how, to look. Part mindset and part skill set, the ability to overcome challenges in order to innovate and collaborate is what often sets the thriving organization apart from those that are just surviving. Learn some of the key attributes and characteristics of leaders and businesses who are capable of finding opportunities and putting them into strategic business practice.
Change management for a company is situational. Something is transforming, and there must be operational events and impacts for change to succeed efficiently. In today's episode, we're discussing the other side of the coin - the psychological phenomena of Transition management. With Change management, there are specific people, roles or positions involved. To embrace and implement Transition, your team and employees must understand and benefit from communications on the 4 P's: Purpose, Picture, Plan and Part.
Change and Transition aren't always easy, but they need not be as difficult as they sometimes are. Your team will be more engaged and invested in successful outcomes with a Transition management framework.
Every business, customer and consumer is being impacted by inflation. Especially in small and mid-market companies, thin margins are quickly evaporating, and the usual and expected financial structures and models are going through changes. In today's episode, we explore the impact of inflation and discuss strategies and tactics to realize opportunities. From re-evaluating pricing models to vendor and supply chain relationships to even how your company is structured for success, now is the time to scrutinize parts of a company that sometimes don't get addressed more firmly. Is it a little scary out there? Yes, it is. But it doesn't have to be when you plan, prepare and position your company for long-term, sustainable success. Learn how inflation can be a catalyst, not a catastrophe.
Siloed leadership is the practice of organizing and managing an organization in a way where different departments are separated and often work independently. In today's episode, Managing Partner and Co-Founder Haleh Fardi discusses how siloed leadership can be dangerous for business because it limits the collaboration between departments, leading to missed opportunities to innovate, grow, or solve problems.
For example, a company might have one department focusing on marketing while another was focusing on sales. The two departments might not collaborate and instead focus on their own goals. This separation can make it difficult for the company to innovate or grow because there is no collaboration across departments. Haleh explores how siloed leadership often develops on accident, as part of annual planning, and how company leaders can take practical steps to avoid friction when one part of the business is out of sync with another.
"You can learn a lot about how an organization operates and how a CEO thinks when you look at the people or positions who report to the CEO." In today's episode, CFO Mike Durney talks about the importance of an organizational structure built on delegation and empowerment. While every business is different, there are unique skill sets that the right departmental leaders should bring to an organization that complements others on the team and creates the necessary space for high performance. Mike talks about some essential characteristics of a well-structured team and delivers practical advice every leader should take to heart.
At ProCFO Partners we talk a lot about the value of our network of CFOs, each with diverse business backgrounds and experiences, and how that collective expertise is powerful for the modern growing business. In today's episode CFO Tom McNiff is sharing some stories and experiences as a financial leader for a successful record company that was home to some of the biggest stars of the early 2000's. Tom shares some of the nuances that make financial management in the music industry unique and complex, and explores how his time working with creative people helps him better equip business owners and leaders today.
You know Return On Investment (ROI) is important - but do you know enough about your investment to properly measure its potential return?
On today’s episode, Nelson Tepfer talks about the importance of investing in the right people, time, and even experiences to help avoid making financial decisions with potential consequences. Plus, Nelson shares real-world insights on what can happen when companies and leaders take shortcuts rather than enlist the experts. Spoiler alert: the “savings” they hoped for was no savings at all.
For many small businesses, the financial reporting required isn't all that sophisticated. A few key measurements can help you understand your basic financial health. On the other hand, a lot of reporting is done with a laser focus on detailing the metrics - but lack insights on their meaning.
In today's episode Managing Director Brian Raphael talks candidly about how many financial leaders get it wrong when it comes to reporting, and presents sound insights and advice on what business leaders and executives in small businesses should consider in their financial reports. Most importantly, Brian shares why it's critical to have a financial partner with vision and a point of view, who can tell you what the numbers mean to your business and how to consider reporting and measurement more strategically.
Small manufacturing companies play a key role in the economy, providing goods and services and producing products that people use every day. The manufacturing industry is undergoing a major transformation. The days of large, labor-intensive factories are being replaced by leaner, more efficient operations that are relying more on automation and technology.
Today CFO Tony Spina joins us to discuss insights, trends and practical advice on growing the small manufacturing business. Tony explores how growth can impact profitability and cash flow, discusses ideas on financing, and shares why a plan for growth and profitability is critical.
It's taken The Great Resignation for companies to realize what's always been true: Employees need to feel valued, and that their values align with the company's purpose. In today's episode CFO Joan Lavis shares specific, tactical approaches to includes employees in your goals and strategies. Think about it: Most employees get told what the vision of the company will be, rather than participate in creating it. The successful companies of today and tomorrow will do better, connecting employees to what matters most to them and your customers alike.
It's the time of year again when people are reviewing their goals for the year. But it's also important to take this opportunity to look back and reflect on what 2021 brought, so that we can understand what worked and what needs to be changed. In today’s episode Managing Partner and Co-Founder Haleh Fardi discusses the importance of Beginning Again. Recalibrate and rethink, rather than reinvent. Businesses need to have a more thoughtful conversation with their employees about what they want to achieve this year and how they hope it will go. This new mindset will help them avoid making mistakes that could derail their plans for success. Haleh shares valuable insights on how even small changes can have significant impact.
Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.
ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.
Right now Venture Capitalists are looking for the right startup opportunities to invest in - and they're not all finding what they'd hoped for. In today's episode CFO Kathleen Reynolds what she's seeing in the landscape of early stage companies. She discusses the need for better connections and relationships between investors and early stage companies, and the importance of a strong network of advisors and board members to make key introductions to funding resources along the way.
Companies in early, seed stage funding and operations have dramatically different realities and needs than those in mid-stage or later-stage growth. In today's episode Todd Sloan joins us to explore these stages more in-depth. He discusses how to excel in each stage while keeping an eye on the stage ahead, and why it's important for founders to know when and how to expand on their skillsets with experts around them who can help them make the climb.
Who's the better employee - the deeply committed, personally invested person who lacks some raw skills, or the highly skilled person who can sometimes be tough to manage? Should you hire for skill, or for "fit"? What does any of that even mean? In today's episode Managing Partner and Co-Founder Nelson Tepfer helps us make sense of the Skill Wall, including insights and perspective on when to explore hard skills versus passion, and why having a vision of success for the role before even exploring options is critical. Especially when the labor market is as tight as it is, this is essential listening for the leader looking to make sense of what to do with the best, and what to do with the rest.
Managing Director Rashid Khan joins us in this episode to ask important questions and encourage critical thought on one of the most important aspects of your business: your people. Especially in the era of The Great Resignation, how do you engage your team? How do you approach your Human Resources in a more, well, human way? Rashid shares advice and insights on what modern companies must do, and do better, do attract and retain top talent.
When most business leaders think "annual planning," the mind jumps to conference rooms and white boards filled with numbers and projections. Important stuff, but incomplete for actually creating and achieving your goals. For that, you need vision to understand your values. What's important to you as a leader? What's important to your market? What's your company's purpose for the market? In today's episode Co-Founder and Managing Partner Haleh Fardi shares an essential perspective on rethinking goal setting and annual planning. When you understand and define a theme for your annual planning, you give your goals context and relevancy that give new meaning to measurements and metrics.
In today's client story we hear from David Ashen, Founder of Dash Design. In business since 2004, Dash Design is a New York City based interior design and branding agency specializing in hotel, restaurant and retail as well as healthcare strategy and design. Ashen has seen the company through trends, growth, maturation and now into emerging markets and opportunities. Learn how ProCFO Partners and ProCFO Kathleen Reynolds has helped David remain visionary while helping to develop a more structured, productive financial function. Especially through the pandemic, learn how while some of Ashen's contemporaries ultimately are experiencing bankruptcy, Dash Design is emerging stronger than ever and poised for success.
In the midst of securing several rounds of funding and managing the financial and banking relationship and responsibilities that go with it, Starlite Media CEO Harold Lueken turned to ProCFO Partners to help lead the way. Learn how this premium marketing advertising network with large format displays has found powerful ways to "increase bandwidth", freeing up valuable staff and leadership with confidence that Jeff Franklin from ProCFO Partners can help them navigate they way forward.
In today's counterpart to a previous podcast ("What Got You Here Won't Get You There", John Martin returns to talk about how leaders, executives, managers and organizations need to keep up with the changing dynamics around and among them. We explore how the role of senior management changes over time, and the individual responsibilities those managers have to grow and evolve. We also discuss the importance of detailed information and why it's critical to stay proactive with potential problems so they can be address before they become crises.
When you hire salespeople, their job is to increase sales and bring in revenue. Your CFO is meanwhile thought to protect the firm's assets, managing financial functions and reporting. No question this is important - but how does it impact the bottom line?
In today's episode we're talking about some "tips and tricks" - tactics and practices that your CFO can use to recalibrate how your company manages benefits, utilities and more to increase profitability. Brian Fern explores unique ways to disrupt the status quo without disrupting the way you do business.
Private Equity companies in small and mid-markets face unique challenges from their larger counterparts largely because of resourcing. Rather than robust financial departments, it could be just a handful of people fulfilling financial functions. Post-close, this small team can be exhausted and stretched to its limits.
In today's episode Brian Raphael, Managing Director at ProCFO Partners, explores why smaller PE companies can sometimes struggle and what kind of support they need for a smooth transition. Brian shares practical, tactical advice on how to approach post-close financial functions to avoid inefficiencies, frustration, risk and operational headaches. When a framework for these processes is utilized by an expert CFO, problems can be solved quickly or avoided altogether.
Long Island sits in the shadow of Manhattan yet enjoys its own culture and personality in business. This juxtaposition means it's influenced by the business of New York City while maintaining an identity all its own. In today's episode Gerry Quinn, a lifelong resident of Eastern Long Island, shares what makes business here unique, interesting, sometimes challenging and always rewarding. From old-school industries like manufacturing and aviation to emerging opportunities in innovations like tech and healthcare, learn how an "insider" sees business in Long Island.
Haleh Fardi, Co-founder and Managing Partner of ProCFO Partners, generously shares her expert perspective on how shifting ideas and ideals are impacting your ability to plan for next year and beyond. From pandemic realities to acknowledging the "Great Resignation", new energy on diversity in the workplace, and employees embracing a more personal, relationship-driven work experience - Haleh shares how the modern leader and business must adapt not only to keep up, but to lead.
If your business isn't doing email or SMS marketing, you're missing out on making relevant connections to your customers. If you are doing email marketing...are you doing it well? Today's conversation with Allan Levy, CEO of Alchemy Worx, is a fascinating dive into the customer experience of modern communications, and how changing patterns, habits, technologies and trends continually shape expectations. Listen in as Allen shares how ProCFO Partners has helped them reach "another level" in its ability to plan and develop processes for profitability and growth.
Tom White, Partner at Unisan Group, joins us today to explore how the needs and priorities of renovating businesses and work spaces has evolved, especially since 2019, and how companies like Unisan Group are leading. Among the shifts is a focus on wellness and not just comfort at work, and instilling confidence for safety. ProCFO Partners has helped solidify some strategic changes, and Tom shares how the deep integration of a financial pro from ProCFO Partners has created powerful and productive new mindsets and opportunities.
A lot of has happened in the world of transactions in the last 24 months, notably because there's a lot of money flowing in business right now. Is your company ready to sell or acquire? In today's episode Dan Bartley talks about some crucial aspects to explore when considering buying and what a business should straighten out before preparing to sell. Dan shares the critical and relatively easy financial function you have to have right as a seller because the buyer might hope you have it wrong. Spoiler alert: it's reporting!
In this client story we talk with Baker Kearney, owner of GES-AGM, providers of of carbon and graphite products. Baker shares candidly about what his involvement with a company his grandfather started more than 50 years ago, how the company has innovated and grown, and some of the unique challenges GES-AGM manages and how he as a leader fits in. It's a fascinating conversation for any owner, CEO or leader of an international or family business, especially when Baker shares his initial skepticism about working with an outside firm like ProCFO Partners, and how that skepticism has turned into delight and appreciation.
The ERP, or Enterprise Resource Planning platform, helps power the logistics, data, and even productivity in your business. Do you have one? Do you need one? Some smaller businesses have devised their own "ERP" without even realizing it through systems like Google Docs or Quicktime, while others are fully engaged with robust platforms like SAP or Oracle. In today's episode Tom McNiff explores the value of the ERP, how small and mid-market companies should consider the ERP for their business, and the value of considering your ERP like a business asset.
40% of the US Population is within an eight hour drive of Philadelphia. As one of America's oldest cities, Philadelphia has rich, storied tradition and a business culture that follows, with high premiums on relationships and authenticity. Juxtaposed to this is an invigorating, innovative business set where small businesses and incubators are driving tomorrow's advantages. 20 year Philadelphia resident and ProCFO Partners CFO Jeff Wheatley talks about what makes business in Philly unique, interesting and sometimes challenging - and what companies there need and should expect from their fractional or part-time CFOs.
Despir Logistics Network has worked hard - and smart - to thrive with a blue ocean strategy, being largely uncontested in their market with a unique service offering of carrying ultra high value freight. In today's episode we meet DeSpir CEO and Managing Partner John Carr, who has incredible insights on the value of bootstrapping a business, what drives him as a leader and serial entrepreneur, and the transformation they've experienced with ProCFO Partners by challenging assumptions to seek the blue skies that exist outside the box.
Maybe the only thing worse than cash flow issues are being surprised by cash flow issues. In today's episode Jeffrey Wollman shares his Advanced Warning System - specific actions, benchmarks and processes for you to put in place right now that'll help you avoid the pain of cash flow problems. This powerful expert insight is required knowledge for every business leader - plus, learn how your CFO should be leading the way in helping you build your warning system.
The Alford Group in Chicago helps non-profit and non-for-profit organizations advance their goals, advance their missions and deepen their impact in communities. CEO Brenda Asare describes the consultancy as "architects", helping small and large organizations figure out how to advance their dreams and agendas. In today's episode, explore the unique dynamics Asare and her team are facing and how those challenges and opportunities are driving the vision for The Alford Group. Learn how with ProCFO Partners has been a much richer experience than expected as they've come to understand the story their numbers are telling and what that story means for strategy and growth.
Craig Buckstein is the CEO of Geneva Worldwide, a language service provider delivering interpretation, translation, transcription, and over 200 different languages for their clients and partners worldwide. In today's Client Story, Craig shares how he went from internship to leadership in his family business, what challenges and opportunities have emerged, and how technology (and the pandemic) have shaped his company. Listen in on his advice to those considering a part-time CFO and the results and impact he's experienced with ProCFO Partners.
The construction companies that are the most profitable right now are succeeding because they have made it a point to push financial understanding down to the field level. In this episode Tom Sherman shares his four best practices for construction companies, leaders and executives - and first among his tips is training the team to be financially in tune with how the the company operates. You don't want to miss this expert perspective on how construction companies can build better.
This week Gerry Quinn shares his insights on how small and mid-market manufacturing companies can develop better strategies for intentional growth, including - what do you do when everybody's doing their job but the job's still not getting done? Gerry's advice: Start with the right people, develop the best processes, and empower the necessary technology to support them. This means complementing the visionary with talent who can help see past the puzzle pieces and what the full picture can look like; processes that help everybody in an organization operate at the same speed and direction; and technology that's focused on outcomes, support and results.
When Justin Tomney, President and CEO of Ultra Bright Lightz, founded the company he was doing it all, including assembling products, handling inventory and managing distribution. Today the retailer of lighting supplies for emergency vehicles boasts over a dozen employees and is a global operation. In the 15 years since he's started, Tomney has learned to apply his determination and ingenuity into his leadership style, including why he decided a part-time CFO was the right move to help Ultra Bright Lightz grow and succeed.
Change in business is inevitable. If we're fortunate we get to assume some control in change. Other times we can feel like we're just at the mercy of change. In today's episode Tom Kenter from ProCFO Partners lays out thoughtful, calculated strategies for managing change and transition - starting with how the two concepts are different. In addition to conceptual ideas about change, today we talk about practical and tactical ways to think about change and transition - how they're different, why they're different, and what's required to get an organization and its people changing together, for the better.
Michelle Frame is the Founder and CEO of Victus Ars, who "helps companies make better snacks." It might sound like the sweetest job in the world, but the challenges Frame and her team of candy scientists face involve sophisticated lab equipment and processes, considerable research & development to benefit their clients, and perfecting a client-first approach. One way they manage all that and more and has been with the strategic eye of Haleh Fardi, Co-Founder and Managing Partner at ProCFO Partners, to help align the company vision in context with their financial functions, nurturing key relationships and helping manage cash flow and more. In today's special Client Story, learn how a leader like Frame leaves room for blue-sky thinking (that could benefit us all), how an asset-heavy company with a lab in Chicago makes an impact for its clients, and how Frame's only regret is not working with a part-time CFO earlier.
The value of your business network is not, in fact, the sum of your LinkedIn followers. With so many ways to connect today, it can be easy to confuse those often anonymous connections with meaningful business relationships. Join us as Marty Latman from ProCFO Partners shares the keys to building relationships, including the AIR framework and how the most valuable relationships start with giving. Learn the key business relationships you should form in your network and how to avoid some common mistakes.
Every business, no matter how big or small, needs expert financial perspective. Whether it's someone you call a CFO who's giving you that perspective or just a financially minded advisor or partner, this skillset helps align the goals of the company with the financial operations and structure necessary for financial management and growth. Yet: most organizations simply do not need a full-time CFO. What they actually need are the frameworks, structures, processes and systems built out correctly to support financial growth.
In today's episode we explore the professional skills and capabilities necessary for creating systematic, sustainable, and scalable financial functions. We explore key foundational aspects of healthy financial functions, why it's important to look deeper into financial dysfunction or issues, and what to look for and expect in a capable part-time CFO.
For business leaders, creating a meaningful budget and plan requires collaboration. Different perspectives from different stakeholders have to be considered to align on expectations, get buy-in and create ownership and accountability. In today's episode Brian Fern takes an honest look at what leaders can do better to develop plans that work. Learn some best practices for budgeting and planning, how to avoid common mistakes, and the unique skillsets required to see what's possible.
Scenario planning for Not For Profits involves looking at financial likelihoods or possibilities and planning around them. "If this happens, and this, then that becomes possible." Contingency planning, on the other hand, involves being prepared for the unexpected or unlikely. Today Raji Kalra shares her expert advice on how Not For Profits should strategically position each approach and how leaders can be better prepared. We also explore longer lessons learned from contingency planning during the pandemic, including what things might not return to the "old normal."
Chicago is a special city, steeped in history and tradition but on the cutting edge of technology and innovation. In today's episode of Create The Next ProCFO Partners' Managing Partner and Co-Founder Haleh Fardi talks about why she's chosen Chicago for its quality of living and its good business. Haleh talks about the diverse and unique challenges facing Chicago business leaders today, and why the right CFO, familiar with the unique business dynamics in Chicago, is crucial to sustainable success.
Whether you're considering the acquisition of a company for strategic advantage, are considering selling your company or looking to combine entities - all that glitters isn't always gold. Beyond the financial preparation and diligence are key questions you must explore, especially for mid-marketing companies - why does the opportunity make sense? Who will be most impacted? What new issues or problems could exist? How will morale be affected? Asking hard questions early on is crucial for success for both companies involved. Carlos Sava helps us explore the questions to ask, the pitfalls to avoid, and how to think from the head and the heart to with acquisitions and mergers.
The unique challenges companies have faced with the pandemic have been met with unique opportunities for assistance. Join Tom Sherman fro ProCFO Partners as we explore the latest round of assistance available, including how the Employee Retention Credit (ERC) has a simpler approach than past iterations, making it easier for companies to take advantage. Tom takes concepts that can sometimes seem overwhelming and makes sense of it all for us.
Professional athletes talk about how games change as players move from amateur to college to professional levels. It's not just skills development that's needed, but an ability to manage advanced competition, faster or more aggressive situations, new challenges and changing dynamics. It's a good analogy for business leaders except for one important aspect: Growth in business can creep up on you. If you aren't prepared for it, you'll find yourself stuck in the processes that worked well when you were much smaller, had a smaller employee count, or were in a less competitive station. This week John Martin talks us through how to plan for prosperous growth, including some warning signs that you need some changes, how leaders should look for growth points, and where the CFO fits in as a critical strategic resource.
SAAS (Software As A Service) and startups, especially in technology, have a lot of tea leaves to read. In order to attract investors and funding you need to have a strong handle not just on the quality of your product but on the quality of your market. Leading and lagging indicators show you the viability of your product, and forecasting shows you what the path ahead really looks like. Kathleen Reynolds of ProCFO Partners talks to us about the importance of letting data drive important business decisions that don't just apply to funding possibilities but even the value of your product.
Banks choose not to lend for a number of reasons, from uncertainty about your business or industry to discomfort about your solvency. Fortunately there are a number of ways to get funding for your business outside of conventional business relationships. In today's episode Jeff Franklin discusses why banks sometimes say no (and what you might be able to do about it), different types of outside funding available, and the importance of being a financially prepared organization that's ready to seek funding when the time is right.
Manufacturing involves a complex network of materials, labor, sales, distribution and more. Managing your financials for profitability requires a keen understanding of costs, inventory, overhead and more. In today's episode Tony Spina delivers a powerful masterclass in managing financials in manufacturing, including the dangers of overstating inventory, the importance of margins, and why you should shift focus from where you get your most revenue to where you're getting your most profit.
Profitability in your business doesn't just happen. It's not inevitable, and it shouldn't be a happy accident. In this episode Byron Kanaley talks us through some of the key performance indicators and essential reporting required to plan for and achieve profitability. Among the essentials: understanding the revenue side of profitability, the hidden costs you might be miscalculating without the right reporting, and the importance of a CFO that can communicate to non-financial people to help your business be more profitable.
The systems and processes that run your business can consist of spreadsheets to software, notepads to networks. As we start out, we might depend on manual processes, free or cheap services, or essential knowledge that's known only to a few. Problems come up when our systems don't keep pace with business growth, and we sacrifice innovation for manual labor. It's not just wanted time, resources, and ultimately money that is the consequence - customer experiences can suffer, opportunities for insight and growth can be overlooked, and leaders can be stuck in the weeds of running the business. In today's episode Gerry Quinn talks about optimizing systems and processes, including the importance of having a single source of truth with information, how you know when it's time for a change or upgrade, and how your CFO should be involved for strategic success.
Growing the top line of your business is a matter of succeeding with external strategies or internal strategies. Whether you decide to acquire a company or grow your customer base with aggressive sales strategies, whatever you're doing has to fit within the framework of what your company is already doing, what their mission is, and how it can succeed. In this week's episode Pat Cory Arcadipane talks us through the essentials of growing your top line, including the significant financial analysis required and how the CFO has to lead with a broad skillset and expertise.
In some ways every CEO becomes a brand new CEO again and again as the companies they lead grow. The challenges, people, and business dynamics they must lead through are constantly growing and changing - but many CEO's don't keep pace with the change. In today's episode Michael Durney brings his expertise as a CFO and one who's been a CEO to insights today's CEO's must consider regarding delegation, management, perspective, and how the CFO can have a more significant role in strategic support.
Operational Finance requires the unique skill of investigating how different functions inside a business are impacting other functions and overall company health. It's translating financial metrics into operational key performance indicators (KPI's), as well as transforming financial KPIs into operational process improvements. All of this allows the realization of either financial opportunities or the mitigation of financial risk through operational action. This unique skillset allows the CEO and other business leaders to stay focused on vision and growth, knowing the navigation of financial indicators is taken care of by the financial expert - the CFO. Join Jeff Wheatley of ProCFO Partners as he shares the crucial impact of operational finance, what many companies are getting wrong, and why actionable insight is needed in financial operations.
Your annual plans - and your longer range, 3 year plan - should be considered a living, breathing entity. Adjustments, calibrations, and refinements should be ongoing. In this week's episode John Chaple of ProCFO Partners walks us through some specifics that leaders can pinpoint to make their 3-year plan the most productive. Starting with the "guardrails" of a pseudo-SWOT analysis and continuing with a top-down exploration of key parameters and performance indicators, John talks us through the value drivers - the 3 or 4 things that, if executed flawlessly and assessed regularly, can shape a three year plan that's goal-driven and achievement-based.
Most companies start annual planning destined for failure. First, they start with a numeric goal as a driver, rather than a measurable target. Secondly, they see the goal as a destination to reach, rather than working backwards from the goal to chart their course. Just like on a road trip, a company with a clear destination can map a journey full of interruptions, slow-downs, twists and turns but still reach the destination. Haleh Fardi talks us through specific things to do in setting your 1, 3, and 5 year annual goals, establishing a vision, and staying true to your journey.
In a year of such uncertainty as 2020, there's been a lot of talk of being resilient. Of hunkering down, getting through, withstanding the changes around every business. Many organizations have been thinking of what necessary pivot is required to survive, nevermind thriving. In this episode Haleh Fardi, Co-Founder and Managing Partner of ProCFO Partners encourages business leaders to take a different approach - to think audacity instead of resiliency. To think propulsion instead of pivoting. Listen in as she talks about why leaders need to recapture the vision they once had, and how "getting through" is no way to innovate or lead a business through winds of change.
Many organizations are used to having a CFO report on financials and key performance indicators but not have a role in driving future thinking about company growth. Many CFOs are used to being the reporter-in-chief or the person who "makes sense of the books," undervaluing their potential to use their skills, vision, and unique situation in a company to create direction and drive. In today's episode Managing Partners and Co-Founder Nelson Tepfer discusses the importance to thinking differently about the role of the CFO and how it's essential for the CFO to be a strategic partner and complement to other leaders in the company.
Determining value of a company is not the same as knowing the price for which it might sell. Where price can fluctuate for a number of reasons, figuring the value of a company breaks down into three inextricably woven components: your financials, your infrastructure, and your company's strategic value. Join Carlos Sava from ProCFO Partners as he dives into each of these three crucial components to help you understand what your business is worth, and how thinking every day about the valuation of your company can help you be more successful, even if you're not in the market to sell.
In many organizations there's a mischaracterization between employees and leadership. Employees think leaders are living in luxury as a company grows or succeeds, and meanwhile leaders are wondering how they'll make payroll because expenses are increasing. One way to create better direction, trust, and clarity is by developing a culture of financial literacy and transparency. Stacey Frye from ProCFO Partners shares how opening the books can positively transform an organization. Learn how when employees understand the stakes better they can be incentivized to perform better, and how one company doubled income in a particular business unit simply by not "giving away" what at one time felt inconsequential to employees.
A lot of business leaders either treat profitability like it's somehow inevitable - if we sell this much or limit expenses to that much, we'll be profitable. Others are surprised to become profitable, as if it's an accident. The reality is that every day companies are fighting an economic reality that expenses rise to meet income. Profitability comes from creating a culture, where budgeting, planning, reporting and managing. Learn more as Byron Kanaley from ProCFO Partners talks through what it takes to create the culture, why it's so hard to do, and what some of the essential steps are to get there.
Private Equity firms have interesting and significant challenges when trying to create and add value to a company, and one of those is having robust financial functions. In this week's episode of Create The Next Aisha Bhana from ProCFO Partners explores how PE firms can do a better job managing their high-stakes responsibilities to investors, high scrutiny, and a narrow timeline by better leveraging higher levels of expertise in their CFO roles.
Not For Profits and Social Enterprises have many unique challenges in financial management, from balancing the mission of an organization with business practicalities, involving people not just dedicated to success but competent in management, and working with donors and gifts in ways that work best for the NFP's financial and organizational goals and structures. This week Raji Kalra from ProCFO Partners helps Not For Profits understand the dance of financial management, introducing us to best practices, better ways to consider important concepts, and how to not lose a step in moving forward with financial clarity and confidence.
This week we start a multi-episode series focusing on different industries and verticals. Gerry Quinn of ProCFO Partners starts us off with an inside look at Manufacturing. From producing paperclips to automating airplane manufacturing, one thing everybody has in common is inventory control. Learn how to better balance supply chain concerns, competitive advantages or disadvantages, base reporting and much more, and how the right CFO can help you standardize processes, look forward, and be better prepared for whatever the future holds.
The essence of the start-up is the founder's vision, energy, enthusiasm, ideas and innovation. What's sometimes missing is a necessary pragmatism, experience, and expertise to shortcut inefficiencies, avoid mistakes and pitfalls, and clarify direction. In this episode of Create The Next, Pat Cory Arcadipane delivers advice to the start-up company, including why the right CFO must have a role early on to help drive everything from strategy to pitching to competitive analysis and exist strategy.
Many business leaders look at their profit and loss and lament, "Why are profits going up but cash balance is going down?" A key reason: Not enough focus and emphasis on understanding and improving cash flow. A cash flow statement can show you all the nuances and context of what's happening in real time with a business. In this episode of Create the Next, Tony Spina of ProCFO Partners shares how businesses run on cash, not on profits. Learn to avoid some common mistakes and how improved reporting, insight, and professional guidance can help you improve your day to day cash management.
Many companies are measuring the wrong things, or measuring incompletely. Income statements, revenue reports, and profit and loss statements are only valuable if you have the context to understand why they're valuable, which means knowing what's driving the numbers in ways that aren't as obviously seen. In this episode Mike Durney of ProCFO Partners talks us through what your reporting should look like, what key questions you should ask about what you're measuring, and how your CFO sits at the nexus of all the information flow, prepared to distill it all into meaningful guidance.
Many companies build a revenue model at the outset of launching their company and never review it in a meaningful way. Many others focus on the goals and strategies, and the revenue model to achieve them, once a year. In today's episode of Create The Next, Haleh Fardi, Managing Partner at ProCFO Partners, shares why revisiting your revenue model each month helps you keep your bearings on your desired destination, staying ahead of market trends, business dynamics, and evolving shifts. This helps you create strategies with better focus and with timelines that can accommodate them, and actionable, executable tactics to achieve your goals.
Dan Bartley, a CFO and Principal with ProCFO Partners, joins us this week for an episode of Create The Next dedicated to Transaction Advisory. We'll discuss some keys to selling - or buying - your business, including how to know it's the right time, areas of important consideration and why you should always run your business like you could get an offer to sell it tomorrow. Join us as Dan guides us through asking, "Who are we today, who will we be in the future, and how can we make good decisions with those realities." The driving force behind selling or buying your company is valuation - learn key aspects to consider and common pitfalls to avoid to make sure you and your company are ready for anything.
In this week's Create The Next we talk about how creating goals can and should drive the business - from both the owner or leader's purposeful perspective and from the organization's capabilities and willingness to make it happen. Too many goals are set arbitrarily, with a vague number or percentage derived from some past metric. Find out why this method primes companies for failure in either being unreachable or not difficult enough to achieve. Listen in as Haleh Fardi and Nelson Tepfer, Managing Partners at ProCFO Partners, demonstrate how a relational, Flywheel approach to goal setting helps you create with content, making the strategies to reach them more clear, practical, and actionable.
As the role of the CFO has evolved, the impact the CFO has on an organization has evolved too. But the results the CFO should be delivering are as familiar as ever - helping the organization grow bigger. Do things better. Get there faster. And ultimately, save (or make) more money doing it. It’s how these things happen that are more interesting and important than ever. In this episode of Create The Next, Managing Partners of ProCFO Partners, Nelson and Tepfer and Haleh Fardi, talk about how changing dynamics in business, leadership, and perspective on financial functions are uncovering how the modern CFO is most essential in creating context for businesses.
The modern CFO is a strategic advisor, consultant, and leader for business growth, with vision for the ways many aspects of an organization connect. In today's conversation Nelson Tepfer, Managing Partner for ProCFO Partners, talks about how the role of the CFO has changed and evolved from the "traditional" responsibilities of "making sure as much money as possible comes in and as little as possible goes out," into one of strategic guidance. Learn what to look for in a strategic CFO, how they help organizations and organizational leaders reach new goals with fresh insights, and how to recalibrate thinking on the role your CFO should be playing.
Visit procfopartners.com for much more on how ProCFO Partners can help you with a framework for your financial success.