Spend Culture: CFOs on People, Cash, and Organizations

Using Technology to Bridge the Gap Between Finance and Business With Darrell Cox Aug 25, 2021

In this episode of Spend Culture Stories, Darrell Cox, CFO at Vena Solutions, explains how technology is bridging the gap between finance and everyone else, why self-created uncertainty can be a boost, and the importance of being a business partner as well as a numbers guy.

How Procurement Can Be an Innovation Centre with Anna Mcgovern Jun 24, 2021

In this episode, Anna McGovern, the Chief Supply Chain Officer at Food Bank for New York City and procurement/supply chain influencer shares how procurement can truly have a seat at the executive table as a business partner. Procurement is often seen as a cost-cutting role, but Anna gives specific case studies and examples on how procurement can truly become a value-driver, and how it can influence innovation within organizations big and small.

Adopting an Entrepreneurial Mindset in Accounting and Finance May 20, 2021

Twyla Verhelst joins us to chat about how accounting leaders can adopt an entrepreneurial mindset to their work, and how to elevate themselves to become better business partners to the organizations they work for. In addition, Twyla provides some great tips to deal with change management and automation issues, and how to overcome them.

How to Prepare for Your First ERP Project - Sam Gupta Apr 26, 2021

In this episode, Sam Gupta, the Principal Consultant at ElevatIQ and host of the WBS Rocks podcast joins us to discuss how growing companies can identify whether they are ready for an ERP, and also how to make the best decision on behalf of their organization.

We chat about ERP implementations gone wrong, how to evaluate a solution, and getting the right stakeholders on board to make your tech stack a success.

Elevating Women in Finance and the Future of Payments With Pamela Steer, CFO of Payments Canada Mar 11, 2021

Pamela Steer, CFO of Payments Canada and CFO of the Year™ award winner for 2019 joins us in this episode to chat about the newest developments in Payments, and also her experiences being a woman finance leader. We chat about how organizations can leverage the newest payment technology to stay competitive in 2021, and how to elevate other women in the finance and accounting sector.

How Softbank's VC CFO Navneet Govil is Making Finance Strategic Feb 24, 2021

In this episode, Softbank Vision Fund's CFO and Managing Partner Navneet Govil shares his insights on scaling the vision fund's finance team, how he was able to use technology to make finance strategic, and his opinions on how finance leaders can be better business partners.

In addition, he gives a glimpse into how Softbank Vision Fund selects their portfolio companies and how portfolio company CFOs can benefit from being a part of the Vision Fund ecosystem.

The Future of Budgeting and Forecasting with Evan Wells of Jirav Feb 18, 2021

In this episode, Evan Wells, the VP BizOps & Financial Services at Jirav shares the biggest challenges organizations face when budgeting in a remote world.

We discuss how finance leaders can make accurate forecasts when we're still in a world of uncertainty, and how Jirav is also navigating the new year as an organization.

How Small-Medium Businesses Can Make the Road to Recovery in 2021 With Scott Omelianuk, Editor-in-Chief of Inc. Feb 03, 2021

In this episode, Scott Omelianuk, Editor-in-Chief of Inc. joins us to chat about the biggest learnings business owners had from 2020, and strategies on how small-medium businesses can regain momentum for success in a new year.

Scott also shares his lessons as an entrepreneur himself, and how he helped other companies pivot and scale even within a crisis.

Leading the Finance Function at a People-First Tech Company With Pinder Sekhon, Sr. Director of Finance at Unbounce Jan 22, 2021

In this episode, Pinder Sekhon, the Sr Director of Finance at Vancouver-based company Unbounce shares her experience as a people-first finance leader who made her transition from the more bureaucratic, traditional industries to the agile, fast-paced culture at Unbounce.
She shares how to build a proactive spend culture using technology, and how finance leaders can balance control with trust in fast-scaling organizations.

How to Onboard as a New CFO While Leading a Remote Team With Shouvik Roy, CFO at Drop Jan 06, 2021

Shouvik Roy, the CFO of Drop joined the company during the 2020 pandemic, having to adapt to a new team and environment while being completely remote.
As a seasoned financial executive in the fintech sector, Shouvik discusses the challenges in tech startups during downturns, as well as the CFO's role in setting vision, strategy, and fundraising in 2021

CFO Lessons Learned from Zapier and Mailchimp With Jenny Bloom Dec 11, 2020

In this episode, Jenny Bloom, the Chief Financial Officer at Zapier shares her learnings as a seasoned finance executive at multiple fast-growing tech companies.
She chats with us about how to support team members during remote work, how Zapier has adapted throughout the downturn, and their plans for growth in 2021.

How to Prioritize People and Manage Financial Operations in a Remote Work Culture Nov 26, 2020

Wajdi Goussoub, the Director of Finance at Plooto gets honest about the changes and sacrifices made during the pandemic, and how he built a successful spend processes that empowers the individual team members within the company. Wajdi also draws to his prior experience as a VC and identifies what makes successful startups stand out from the rest.

Managing Hypergrowth and Achieving IPO in a Downturn Economy - Jim Kelliher, CFO at Drift Nov 20, 2020

Managing Hypergrowth and Achieving IPO in a Downturn Economy

In this episode, Jim Kelliher, the CFO at Drift shares how Drift became the fastest growing tech company in Boston, and how they navigated strategic challenges during a downturn by being customer-centric, trusting the team, and investing in the right processes and people.

In addition, Jim shares his advice on IPO best practices from his previous CFO roles, and what a finance executive needs to think about before going public.

Speakers: Jim Kelliher, Chief Financial Officer, Drift

Jim Kelliher is the Chief Financial Officer at Drift, a Boston-based tech company. Drift is a Revenue Acceleration platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue and sales. He is an expert at building tech startups through escalating organizational processes and expanded systems of growth as a financial executive. Jim shares his skill set on adapting towards long term market scale and how investing in people-based training and development aligns with the strategic goals in a growing company.

Why Finance Leaders Should Stay Informed, Connected, and Humble With Kingsley Chan of Finn AI Nov 10, 2020

Why Finance Leaders Should Stay Informed, Connected, and Humble

In this episode, Kingsley Chan, Director of Finance at Finn Ai shares his insights on what makes a forward-thinking, strategic finance leader, and why being informed, connected, and humble and keys to success. In addition, he shares his remote work tips on how Finn Ai was able to adapt with agility to the downturn.

Speakers: Kingsley Chan, Director of Finance, Finn Ai
Kingsley Chan, CPA, CA is currently the Director of Finance at Finn AI with 14 years of work experience in a variety of company sizes and sectors. With experience in public companies to private companies, the energy sector to the technology sector, he is currently heavily involved in the Vancouver startup scene specializing in scaling companies for hyper-growth. An alumni from UBC's Sauder School of Business, he is both a mentor of CPA students and a creator looking to disrupt the information flow within the finance tech realm through Disrupt Finance, an organization he co-founded. On the side, he founded an apparel brand called The Uglies Brand, which looks to inspire self-confidence by preaching "you are safe to be who you are, we all have our inner uglies."

Category Management Must Knows for Biotech Procurement Professionals Nov 02, 2020

In this episode, Dana Small, the Senior Category Manager, Head of Global Commercial Strategic Sourcing at BioMarin Pharmaceuticals, and procurement blogger join us to chat about how women in procurement can thrive in the profession and the category management must-knows for biotech procurement leaders.

Speaker: Dana Small, Senior Category Manager at BioMarin Pharmaceuticals & Blogger at Ms. Category Management

Dana Small is the current Senior Category Manager, Head of Global Commercial Strategic Sourcing at BioMarin Pharmaceuticals. Dana has over 13 years of experience in finance, with 10 supporting the sales and marketing function including FP&A and Global Category Management Procurement/Sourcing, and over 17 years of experience within the Pharmaceutical / Biotech (BioPharma) Industry. Also known as “Ms. Category Management” on LinkedIn, Dana is also a blogger and public speaker who is passionate about sharing her learnings with the audience. Please visit her on her website at - https://mscategorymanagement.com/

Why Building a Brand is the Best Investment Against a Downturn - John Tabis, Founder & Chairman of the Bouqs Company Oct 15, 2020

In this episode, John Tabis, the Founder of The Bouqs Company shares his thoughts on why building a long-lasting brand is the best investment against a downturn, and his fundraising journeys through Shark Tank and beyond. In addition, he shares why a vision-driven CFO is the best business partner a CEO can get, and what traits to look for in a CFO hire.

Speaker: John Tabis, Founder and Chairman of The Bouqs Company

John is a proven brand builder and entrepreneur with deep experience in innovative media ventures and consumer products, John Tabis is the Founder and Chairman of The Bouqs Company. In 2012, along with co-founder Juan Pablo Montúfar, Tabis launched the Marina del Rey, California-based company, now an industry leader in the online floral space that delivers flowers and plants fresh from eco-friendly, sustainable farms around the world to doorsteps nationwide. Prior to launching Bouqs, Tabis worked in corporate brand strategy for Disney and ShoeDazzle and advised Fortune 100 clients at Bain & Company.

Bridging the Business Gap Between Finance and Procurement With Karthik Rama Sep 30, 2020

In this episode of Spend Culture Stories, Karthik Rama joins us to chat about how procurement can find alignment with finance and work together as business partners, and how procurement leaders can successfully lead a cross-departmental digital transformation project.

Speakers: Karthik Rama, Procurement Doctor

Karthik is all about Procurement Transformations, with over 16+ years of experience in helping organizations from varied industries, from all over the world. He is inquisitive to understand the subtle differences in industries and regions and has a complete grasp of the Source to Pay cycle. Karthik has worn multiple hats over the years, right from being the Procurement guy to the IT guy deploying the Procurement System - this gives him an edge when speaking the language of technology to the IT teams and Procurement to the Procurement teams.

Procurement and Contract Management Horror Stories With Daniel Barnes Sep 17, 2020

In this episode of Spend Culture Stories, Daniel Barnes chats with us on procurement and contract management horror stories he's seen throughout the years, and how to combat the biggest blockers to procurement efficiency. In addition, we chat about how procurement leaders can build a personal brand, and how to communicate the value of procurement in organizations.

Speakers: Daniel Barnes, Founder of The World of Procurement

Daniel Barnes is an independent commercial, procurement, and supply chain consultant that specializes in driving cost savings and adding value to your business. He is also the producer & host of the World of Procurement podcast - talking about all things procurement, supply chain, and contract management. His website, World of Procurement also provides procurement and supply chain content, tips, and thought leadership for the procurement profession.

How to Validate a Business Idea Before Seeking Investment Capital With Cynthia Del'Aria Aug 27, 2020

In this episode of Spend Culture Stories, Cynthia Del'Aria shares the challenges of launching a startup as a tech CEO, and how to determine the product-market fit for your organization and to validate an idea before seeking investment capital. Cynthia also shares her thoughts on making the right strategic calls on investment to truly build a sustainable business that lasts even during recessions.

Speakers: Cynthia Del'Aria, CEO/COO of Raika Technologies

Cynthia is the CEO & COO of Raika Technologies, a company that works with small business owners to turn their tech ideas into higher profits and higher margins for their business.
She is passionate about helping new app and tech entrepreneurs spend as little time and money as possible evaluating their idea, helping them get to a go-no-go decision quickly and efficiently.

How to Fundraise and Use Your Startup Capital for Growth With Roy Stein, CEO of BabelBark Aug 06, 2020

How to Fundraise and Use Your Startup Capital for Growth

In this episode, Roy Stein, the CEO and Co-Founder of Babelbark shares how to set a healthy foundational spend culture for early-stage startups, and how to secure your first stage of VC funding - and spend it wisely to grow effectively and efficiently.

Speakers: Roy Stein, CEO & Founder, Babelbark

Roy Stein is the founder and CEO of Babelbark - BabelBark is a comprehensive software platform with mobile applications, intelligent cloud analytics, and marketing tools that connects owners, their dogs, veterinarians, and vendors in a comprehensive and completely integrated solution.

Roy is a serial entrepreneur and former executive in companies ranging in size from public corporations with thousands of employees to idea & seed-stage startups, with a proven track record in building businesses and turning a problem or company around.

Category Spend Management Lessons Learned from Zuora & Salesforce - Maria Centeno, Head of Procurement, Zuora Jul 16, 2020

Category Spend Management Lessons Learned from Zuora & Salesforce

In this episode, Maria Centeno, Head of Procurement at Zuora shares her learnings from her many years of strategic sourcing for tech giants such as Salesforce and eBay. She tackles how to best manage marketing and tradeshow spend, and how procurement can work with finance to make the best spending decisions.

Speakers: Maria Centeno, Head of Procurement, Zuora

Maria Centeno is the current Head of Procurement at Zuora, a publicly-traded enterprise software company that creates and provides software for businesses to launch and manage their subscription-based services.

Prior to her role at Zuora, Maria led strategic sourcing efforts at Salesforce as the Director of Strategic Sourcing and also held the role of Strategic Sourcing Manager at Ebay.

Maria is a procurement leader experienced in supplier relationship management, contract negotiation, capturing supplier innovation, category strategy development, and execution.

How Future Driven CFOs Approach Crisis Management - Adam Metzger, Managing Manager, ACM Consultants Jul 02, 2020

How Future Driven CFOs Approach Crisis Management

In this episode, Adam Metzger, Managing Partner at ACM Consultants and ex-financial trader shares his unique perspective regarding what sets top leaders apart in times of crisis and black swan events, and how to leverage the downturn as an opportunity for growth.

Speakers: Adam Metzger, Managing Partner, ACM Consultants

Adam Metzger has almost 20 years of leadership experience in finance & capital markets, investment management, and business development. For the past five years, Adam has been working as a fractional CFO/advisor for startups and growth-stage companies to provide them with strategic, financial, and operational guidance.

His financial and operational expertise in this realm spans a diverse array of industries including saas, media, healthcare, and CPG. Previously, Adam held positions with leading trading institutions including Caxton Associates, Morgan Stanley Asset Management, BNP Paribas, and Loop Capital.

Adam received his B.S. from the University of California at Berkeley where he majored in Political Economy of Industrial Societies and was Captain of the NCAA Men’s Division 1 Waterpolo Team. He and his wife, Jenny, currently live in Brooklyn, NY with their five-month-old baby.

5 Steps for Scenario Planning in The New Normal - Debbie Rosler, Burkland & Associates Jun 11, 2020

Scenario Planning for the New Normal

In this episode, Debbie Rosler, Outsourced CFO at Burkland & Associates chats with us about best practices for scenario planning, how to get started with an easy five-step approach, and the tactics to extend your runway and cash flow.

Speakers: Debbie Rosler, On-Demand CFO, Burkland & Associates

Debbie Rosler is an on-demand CFO at Burkland & Associates. She has 20 years of experience with companies in a broad range of industries and sizes, from early-stage start-ups to Fortune 500 Companies.

With expertise in financial planning and analysis, corporate strategy and financial modeling, Debbie has helped companies establish finance and accounting functions and identify opportunities to improve business processes. She is currently working as an Outsourced CFO for several early-stage companies.

Lessons Learned from a Fully Remote Virtual CFO Firm – Jody Grunden, CEO of Summit CPA Jun 03, 2020

Lessons Learned from a Fully Remote Virtual CFO Firm

In this episode, Jody Grunden, the CEO and Co-Founder of Summit CPA shares his tips on successfully working remotely as a pioneer in the virtual CFO space, and also what well-run companies do differently from a financial perspective within a crisis.

Speakers: Jody Grunden, CEO & Co-Founder, Summit CPA Group

Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. He is passionate about changing the way people think about accounting. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.

How Forward-Thinking Accounting Teams are Adapting In The New Normal - Ryan Lazanis May 20, 2020

In this episode, Ryan Lazanis, the forward-thinking founder of Future Firm shares his insights as a veteran fully remote accounting firm owner on how accounting and finance teams can adapt to the changes to remote work, and how to modernize processes for the future.

Speakers: Ryan Lazanis, CPA, CA - Founder, Future Firm

Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm.

Following its acquisition in 2018, Ryan started Future Firm, which provides resources to firms looking to modernize and stay on the cutting edge. He has a free weekly email called Future Firm Weekly Top 5 that curates the top 5 pieces of content that firm owners need to know about each week to help modernize their firm.

For This CFO, HR is Part of the Job - Steve Watson, CFO of CFSS May 11, 2020

In this episode, Steve Watson, the CFO of CFSS Arizona shares his insights as the wearer of two pivotal hats - the CFO and CHRO. As a healthcare CFO, Steve shares the challenges of adapting to a remote work model, and how his essential service was able to transition. Steve also shares his passion for helping others save costs related to employee benefits when he founded Trendbreakers.

How to Mitigate Risk for Your Finance Team During a Recession - Helina Patience, CEO of Entreflow Apr 23, 2020

In this episode of Spend Culture Stories, Helina Patience, CEO of Entreflow joins us to talk about her experience scaling Canadian tech and manufacturing organizations. implementing best practices for finance teams, and change management during times of economic downturn. Entreflow is a boutique management and financial consulting firm with a team of 18 finance legends, HR leaders and marketing ninjas. They're a licensed public practice CPA, accounting firm, licensed recruitment agency and Growth Marketing Strategy Practice.

Do You Have The Right Finance Role for Your Organization? Apr 15, 2020

Having the right finance leader is more critical than ever in these uncertain times. John Kasian, Director of Operations at Signature Analytics breaks down the 'who does what' in key finance leadership roles, and also gives some easy to follow tips on the best internal control practices that every venture-backed company should know.

How to Hire Your First Procurement Executive Mar 31, 2020

In this episode, executive recruitment expert Nakita Gates shares her best practices and insights on finding the right procurement leader for your organization, and what makes a strong candidate stand out amongst the rest.

How to Manage a Finance Team as a Remote CFO Mar 18, 2020

In this episode, seasoned remote CFO and finance executive Suzanne Shifflet of Gym Launch joins us to chat about strategies on managing spending and finance teams in a distributed workforce, and how to keep teams motivated and engaged during the shift to remote work.

How C-Suite Can Empower Their Procurement Heroes Mar 03, 2020

In this episode, Anthony Clervi, the CEO & Managing Partner at UNA Purchasing solutions shares his thoughts on why the C-Suite needs to empower procurement as a function, and the role of group purchasing and how it affects organizational spend culture.

What The New Generation of CPAs Actually Care About Feb 18, 2020

Anna Sun, CPA is a former auditor at PwC and now is the newest member of our finance team at Procurify. In this episode, she shares why many CPAs are flocking to startups, and why she refuses to work for a company that does not use technology to level up their finance team.

How High Growth Startups Can Create Your First Procurement Strategy Feb 04, 2020

In this episode, John Evans, the CEO of leading procurement consulting firm Procureability discusses how high growth companies can develop the right procurement strategy to properly track spending and catch maverick spending as they grow.

How Procurement Can Re-invent Itself In the Workplace Jan 21, 2020

In this episode, Kelly Barner from Buyer's Meeting Point chats with us on the new role of the procurement executive, and how procurement can reclaim itself as a key function in an organization. She explains the hilarious and shocking stories behind how the role of procurement is behind everything that we see.

Measuring The Impact of Finance Digital Transformation Sep 04, 2019

Nilly Essaides, the Senior Research Director of Finance at the Hackett Group chats with us and discusses what digital transformation looks like for the finance function, how tech will impact future work and what the trends look like for 2020 and beyond.

WTF is The Uniform Guidance Policy? Aug 01, 2019

In this episode, Veronica Cook, the Audit Senior Manager at Peterson Sullivan shares all you need to know about the Uniform Guidance in a straightforward and engaging way, and how to align your procurement procedures with the UGC.

How People Can Make or Break Your Spend Culture Jul 11, 2019

Mason Brady is a finance and operations leader who is passionate about empowering finance leaders to act as strategic partners within an organization. In this episode, Mason shares how an inquisitive mindset can bridge departmental gaps, and why people are the key to building a better spend culture.

Going Public as a Late Stage SaaS Startup Jul 02, 2019

In this episode, Barry Jahansetan, serial CFO for late-stage SaaS startups, shares his learnings for what a SaaS startup needs to know before going public, including the top KPIs to take note of, when to implement technological tools, and how to scale your finance leadership team to get IPO ready.

From Seed to Series B: How Startups Should Build a Finance Function Jun 24, 2019

In this episode, Jim Gellas, VP Finance and CFO for hire at Kruze Consulting shares the biggest challenges and growing pains startups face when building their finance function. Jim shares the biggest red flags to look for, what investors care about, and how to prepare your people, processes and systems for success, to scale with your organization.

How This CEO is Changing Banking and Personal Finance with AI Jun 05, 2019

In this episode, Jake Tyler, the CEO of Finn.ai, talks conversational banking, scaling a business effectively with spend culture, and balancing growth perspectives while also being financially responsible.

How to Take Your Cannabis Business Public May 22, 2019

In this episode, Sabas Carillo, the CEO of Adnant Consulting shares his insights with Aoife Kelly on KPIs to track and what to look out for when going public in cannabis, and how Spend Culture in cannabis will evolve.

How to Land Your First CFO Role May 14, 2019

In this episode, Lisa Rangel, executive resume writer, job search expert, and executive recruiter extraordinaire shares the secrets behind a well-written resume for a C-level finance hire, as well as key considerations to ace your interview as a new CFO.

A Cannabis CEO Shares How to Build a Profitable Cannabis Business May 07, 2019

In this episode, Steve Gormley, the President and CEO of International Cannabrands, Inc. shares his perspective on running a profitable cannabis business, considerations on taking a cannabis business public, and the KPIs investors look for.

What Cannabis CFOs Need to Know About Bill 280E [CANNABIZ SPECIAL] Apr 25, 2019

Bruce Joliff, cannabis CPA and CFO for hire, shares his insights to establishing internal controls and compliance requirements for tax bill 280E for cannabis CFOs.

What Technological Tools Do Cannabis Business Owners Use? [CANNABIZ SPECIAL] Apr 22, 2019

Scott Berdell, the CEO of cannabis business Stryps and former dispensary CFO shares his views on software and technological tools that cannabis business owners use, and his learnings on operating a successful business.

Cash Flow Lessons Learned from a Cannabis Dispensary Owner [CANNABIZ SPECIAL] Apr 10, 2019

In this episode, Chris Cody, CEO of Highly Functioning LLC and former cannabis dispensary owner shares his insights on how to manage cash flow and the mistakes cannabis small businesses make when it comes to operations.

What Cannabis Businesses Need to Know About Best Accounting Practices [CANNABIZ SPECIAL] Apr 03, 2019

In this episode, chartered professional accountant Andrew Hunzicker, the founder of Dope CFO shares his insights on what cannabis business owners get wrong about accounting, and how to properly set your books up for success in the fast-growing cannabis industry.

The New Role and Challenges of the Healthcare CFO - Perry Wiggins Mar 28, 2019

In this episode, Perry Wiggins, the CFO of APQC discusses the changing face of the healthcare industry, and the new role and challenges of the CFO. Perry also shares his insights on adopting an unrestricted Spend Culture built on trust and accountability.

How to Align Spend Culture With Your Company Culture Mar 20, 2019

In this episode, Jon Brodsky, the Country Manager of Finder.com shares his insights on understanding the why behind company spending, how to manage multi-locational teams, and how to align your culture with company spend processes.

Why a Deloitte Accountant Made the Switch From Big Four to Tech Startups Mar 13, 2019

Brittany Nasso is a Financial Controller at Voices.com. Before Voices.com, she worked with Deloitte as a Chartered Accountant before moving into the world of tech. In this episode, Brittany shares how to drive change and efficient processes that are positive on the bottom line, and also how she made the switch from big four accounting to leading finance teams in fast-growing companies.

The President of Procurious Shares How to Advance Your Career In Procurement Mar 06, 2019

Tania Seary is the president and founder of Procurious, the world’s first online community dedicated to procurement and supply chain professionals, which now has 60,000+ followers and members in 140 countries. In this episode, Tania shares how to create a fulfilling career in procurement, embracing diversity, and what the next generation of procurement professionals need to know.

Former Director of P2P At Coca-Cola Shares How to Track Company Spending Feb 27, 2019

Lilia Stoyanov is the CEO of Transformify.com, a recruitment platform. Prior to founding Transformify, Lilia led a team at Coca Cola, where she implemented digital transformation processes in P2P. In this episode, Lilia shares mistakes companies face when it comes to tracking company spending in the procure-to-pay cycle, and how to evaluate the best P2P Solution.

A Museum CFO Shares The Hidden Costs Behind a Jackson Pollock Painting Feb 21, 2019

Kate Motonaga, CPE, is the current COO/CFO of Los Angeles’ Museum of Contemporary Art. Prior to joining MoCA, Kate led finance teams in billion dollar companies in steel, mining, and CPG. In this episode, Kate shares the secrets of the finances within the world of world-class museums, such as the hidden costs behind Jack Pollock paintings, and being a female CFO in a male-dominated function.

The Tech Stack of a CFO - Why ERPs and "One Size Fits All" Solutions Are Dying Feb 13, 2019

CFO. Finance Consultant. Digital Evangelist. Regional Director of the CFO Centre. Paul Riegel, CPA, CGA is the Regional Director at the CFO Centre, a firm that provides the skills and experience of large company CFOs to small & medium sized enterprises on a part-time basis. In this episode, Paul shares the red flags to look for when it comes to poor spend management, and the tech stack recommended for CFOs to cultivate a healthy Spend Culture.

UCLA Law CFO Shares How To Get Promoted from an Accounting Assistant to a CFO Feb 05, 2019

Steve currently serves as the CFO and Assistant Dean at UCLA School of Law where he has worked for the past 21 years. Steve oversees the $90 million budget and 200+ staff at UCLA Law. Learn about Steve’s roots starting out as an assistant accountant, the secret tools to “level up” your game as a finance leader, and what it takes to be the CFO of a world-renowned law school.

IBM's Head of Digital Procurement Shares Why Your Tech Stack Shouldn't Inform Your Strategy Feb 05, 2019

Digital transformation officer. IBM Executive. Procurement strategist. Hans Casteels is the Head of Digital Procurement at IBM, and has over 25 years of professional experience working within and with Fortune 150 or start-up companies. Opinionated, passionate and experienced, learn what Hans thinks of the future of procurement and why automation is a tool, not a goal.

A COO/CFO's Advice on Scaling Your Charter School's Purchasing Process - Rob DiBacco(NEW 2019!!) Jan 09, 2019

Serial traveller. The “problem fixer”. Generalist. Constant Learner. Rob Dibacco is the COO/CFO of The Arizona Charter School Association. Learn how Rob manages the financial operations of a non-profit organization, how to implement a purchasing process for educational institutions, and how to scale spend management sustainably.

Why This CFO Entrusts Every Employee With Their Own Credit Card - Lindsey Head Dec 18, 2017

Lindsey Head is the CFO of J Public Relations - and she has figured out her way to financially manage an efficient and lean PR agency. Rather than asserting controls or pushing a budget onto the operations itself, Lindsey truly believes that giving her employees the power to make decisions from the bottom up is the culture she wants to promote as a CFO - a proactive spend culture.

What Jack Welch Taught This CFO About Leadership - Michael Dinkins Nov 30, 2017

In the seventies and eighties, GE was the training grounds for overachievers who would go on to head other companies and challenge the status quo. It was Jack Welch who famously said, “I’m desperate to get myself people who are smarter than me…I’m desperately trying to get people with energy. I call them the 4 E’s: Energy, ability to energize people, to execute, get it done, and have edge. And I want passion. I want them to care more.” Welch had the uncanny ability to identify high performers and groom and cultivate them into future leaders. One of these leaders is Michael Dinkins — our guest today, who also happens to be one of the most visible faces in the community of Corporate Finance.

What This VP Finance Says About Breaking Workplace Silos - Peter Gebert Nov 10, 2017

Peter Gebert is an unusual Finance leader. Right from his beginnings as an accountant working at mining sites in the Arctic Circle, to his astonishing successes leading Finance departments for billion-dollar tech and biotech companies in the Valley, Peter has shown a healthy contempt for workplace silos. His career as a leader in Finance is replete with examples of breaking out of the confines of spreadsheets and financial reports, and actually working side-by-side with every department in the company to steer companies into new and path-breaking directions.

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