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GrowCFO Show
Kevin Appleby
246 episodes
11 hours ago
Where Finance Leaders Grow Together
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All content for GrowCFO Show is the property of Kevin Appleby and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Where Finance Leaders Grow Together
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Careers
Business,
Investing,
Management
Episodes (20/246)
GrowCFO Show
#232 The CFO’s Guide to Creating a High-Impact Global Team with Benyam Hagos, CFO, Form3

#232 The CFO’s Guide to Creating a High-Impact Global Team with Benyam Hagos








https://open.spotify.com/episode/3xcOnyHg4WGip8LALiVb6T








The role of a Chief Financial Officer (CFO) in building and scaling a high-performance global finance team is critical to an organization's success. In today's rapidly evolving business landscape, CFOs must navigate complex challenges of team development, international expansion, and cultural transformation while maintaining strategic alignment and operational excellence.



In this insightful podcast episode, Benyam Hagos, CFO of Form3, shares his comprehensive approach to creating a dynamic and adaptable finance function. The discussion explores the intricate process of transforming a startup finance team into a sophisticated, globally-oriented strategic partner, emphasizing the importance of talent development, cultural fit, and strategic recruitment.



Key topics covered:




* Strategic Team Transformation



* Deliberate restructuring of finance team with 75% new talent



* Focus on specialist roles over generalist positions



* Emphasis on cultural alignment and professional development



* International Expansion Strategy



* Structured approach to building finance capabilities across multiple geographies



* Careful consideration of compliance and local market requirements



* Gradual, strategic hiring in new markets



* Leadership and Team Development



* Commitment to continuous learning and professional growth



* Transparent communication about organizational expectations



* Creating a flexible, remote-friendly work environment



* Recruitment and Talent Management



* Two-way interview process focusing on cultural compatibility



* Proactive approach to identifying and nurturing talent



* Encouraging internal mobility and career progression





https://youtu.be/Bqatoyfy-F4




Links




* Benyam Hagos on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:07:05 - Discussion on learning and development challenges



* 0:11:09 - Background exploration of professional experiences



* 0:11:34 - Career trajectory and consulting background



* 0:12:29 - Insights into professional growth and partner dynamics



* 0:13:12 - Exploration of career progression challenges



* 0:15:44 - Podcast introduction and guest background



* 0:16:54 - Company overview and strategic positioning



Show more...
12 hours ago
35 minutes 59 seconds

GrowCFO Show
#231 Outgrowing Xero: When It’s Time to Level Up Your Finance Systems with Darren Cran, CEO, AccountsIQ

#231 Outgrowing Xero: When It's Time to Level Up Your Finance Systems with Darren Cran








https://open.spotify.com/episode/2u9wa8kz26D64O7Fc5NpMF








In the rapidly evolving landscape of financial technology, businesses face critical decisions about scaling their accounting systems. Choosing the right financial management platform can make the difference between operational efficiency and strategic growth limitations. The Grow CFO Show podcast, hosted by Kevin Appleby, explores this crucial transition with Darren Cran, CEO of AccountsIQ, diving deep into the challenges and considerations of moving beyond entry-level accounting software like Xero and QuickBooks.



The discussion centers on the pivotal moment when small to medium-sized enterprises outgrow their initial financial management tools and require more sophisticated solutions. Darren Cran brings a wealth of experience as a chartered accountant and technology leader, offering insights into the complex decision-making process of selecting an enterprise-level financial system. The conversation illuminates the nuanced requirements of businesses in the 20-50 employee range, where basic accounting software begins to show its limitations.



AccountsIQ emerges as a strategic solution for businesses seeking a lightweight ERP system that bridges the gap between basic accounting platforms and complex enterprise resource planning tools. The podcast explores the critical factors businesses must consider, including reporting capabilities, integration potential, scalability, and the evolving role of technology in financial management. Cran emphasizes the importance of choosing a system that not only meets current needs but also provides flexibility for future growth.



The discussion extends beyond system selection, delving into the transformative potential of emerging technologies like artificial intelligence in financial processes. Darren Cran provides a forward-looking perspective on how AI and cloud technologies are reshaping financial management, offering businesses unprecedented opportunities for efficiency, insights, and strategic decision-making.



Key topics covered:




* Identifying the critical transition point for financial management systems



* Exploring the limitations of entry-level accounting platforms



* Analyzing the specific needs of mid-market businesses



* Understanding the importance of scalable financial technology



* Discussing the role of integration and reporting capabilities



* Examining the implementation process for advanced financial systems



* Investigating the potential of AI in financial management



* Comparing lightweight ERP solutions with traditional enterprise systems



* Highlighting the importance of user experience in financial software



* Exploring the future of financial technology and digital transformation





https://www.youtube.com/watch?v=XpOei-pHzBM




Links




* Darren Cran on LinkedIn



Show more...
1 week ago
35 minutes

GrowCFO Show
#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven, CFO, Vio.com

#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven








https://open.spotify.com/episode/4bbVHlHNa80oANEpgOdOZc








In the dynamic world of corporate leadership, the journey of a first-time CFO represents a critical inflection point for emerging financial executives. Building a lasting legacy requires a strategic approach that combines technical expertise, leadership acumen, and personal growth. This podcast episode featuring Danielle Keeven, CFO at Vio.com, offers an insightful exploration of navigating the complex landscape of financial leadership, particularly for women breaking through traditional corporate barriers.



Danielle Keeven's narrative provides a compelling blueprint for aspiring financial leaders, highlighting the importance of transparency, continuous learning, and strategic thinking. Her transition from VP of Finance to CFO at Vio.com demonstrates the critical skills required to excel in top-tier financial roles. The discussion delves into the challenges of imposter syndrome, the value of building a supportive network, and the significance of embracing opportunities that push professional boundaries.



The conversation explores the multifaceted nature of modern CFO responsibilities, extending far beyond traditional financial management. Keeven emphasizes the importance of being curious about all aspects of the business, managing lean teams, and driving strategic growth. Her approach to leadership is characterized by openness, continuous learning, and a commitment to supporting talent development within her organization.



Throughout the podcast, Keeven shares her unique perspective on women in leadership, demonstrating how personal commitment and strategic approach can overcome systemic challenges. Her journey illustrates the importance of running towards professional challenges, building a supportive network, and maintaining a growth mindset in the ever-evolving world of corporate finance.



Key topics covered:




* Strategic Transition to First-Time CFO Role



* Overcoming Imposter Syndrome in Leadership



* Importance of Transparency and Continuous Learning



* Lean Team Management and Operational Efficiency



* Women in Leadership: Breaking Corporate Barriers



* Bootstrapped Company Growth Strategy



* Embracing Technological Innovations in Finance



* Building a Supportive Professional Network



* Strategic Approach to Professional Development



* Balancing Technical Expertise with Leadership Skills





https://www.youtube.com/watch?v=ubGYbvY_EAQ




Links




* Danielle Keeve on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:01:18 Career Progression Discussion

Show more...
2 weeks ago
25 minutes 35 seconds

GrowCFO Show
#229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu, Global CFO, Testhouse

#229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu








https://open.spotify.com/episode/2BrVUEFhCiaYZSTsz10XvO








The finance landscape is undergoing a transformative revolution, driven by technological innovation and unprecedented operational challenges. Operational agility has emerged as a critical strategic imperative for startups navigating complex technological ecosystems, particularly in high-stakes sectors like robotics and biotech.



Maria Ghibu, a distinguished Global CFO at Testhouse, brings a wealth of international experience and strategic insights into the intricate world of technology-driven entrepreneurship. Her professional journey spans multiple countries and critical roles in post-merger integration, fundraising, and strategic financial management, offering a comprehensive perspective on operational excellence in challenging technological domains.



The podcast episode delves deep into the multifaceted challenges of financing and scaling robotics startups, illuminating the critical intersection of technological innovation, financial strategy, and investor relations. Ghibu's expertise provides a nuanced understanding of the complex ecosystem where long research and development cycles, regulatory hurdles, and investor expectations create a demanding operational landscape.



Key topics covered:




* Strategic Financial Navigation in Technology Ecosystems



* Comprehensive Fundraising Strategies for Robotics Startups



* Operational Agility as a Competitive Differentiator



* Investor Relationship Management Methodologies



* Navigating Complex R&D Cycles in Technology Sectors



* Professional Competency Framework Development



* Strategic Network Building and Professional Connections



* Experiential Learning and Organizational Transformation



* Integrated Finance and Operational Leadership Approach



* Critical Success Factors in Emerging Technology Ventures





https://youtu.be/xkhJmKajXG8




Links




* Maria Ghibu on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:02:55 - Exploring Innovative Learning Platforms



* 0:16:27 - International Professional Development Trajectory



* 0:27:20 - Fractional CFO Strategic Insights



* 0:35:06 - Advanced Investor Engagement Techniques



* 0:40:54 - Career Evolution and Strategic Positioning



* 0:44:05 - Governance and Leadership Perspectives



* 0:47:21 - Professional Relationship Ecosystem



* 0:48:51 - Podcast Synthesis and Reflection

Show more...
3 weeks ago
29 minutes 34 seconds

GrowCFO Show
#228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey, GrowCFO Mentor

#228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey








https://open.spotify.com/episode/393rj0qXYpByeuWWjgoC5i








Confidence is a critical yet often misunderstood element of professional success. In today's competitive business landscape, understanding the nuanced dynamics of self-assurance can be the difference between breakthrough performance and persistent self-doubt. Susana Serrano Davey, a GrowCFO Mentor, emerges as a thought leader challenging conventional wisdom about personal empowerment through her groundbreaking book, "Confidence is Overrated." Her work represents a paradigm shift, moving beyond traditional self-help narratives to offer a more authentic, introspective approach to professional development.At the core of Davey's philosophy is the radical notion that confidence is not a prerequisite for achievement, but rather an organic outcome of genuine self-acceptance and continuous learning. By deconstructing the myth of performative confidence, she introduces innovative frameworks that encourage professionals to embrace vulnerability, take calculated risks, and view personal growth as a non-linear journey. Her methodology, enriched by personal anecdotes and metaphorical insights—ranging from mushroom hunting to unicorn symbolism—provides a refreshing alternative to conventional confidence-building strategies. Through her work, Davey empowers individuals to reframe their understanding of success, emphasizing internal resilience over external validation and demonstrating how true professional transformation emerges from self-compassion and persistent curiosity.



Key topics covered:




* Challenging Traditional Confidence Paradigms



* Redefines confidence as an internal journey rather than external validation



* Emphasizes self-acceptance over performative achievement



* Introduces innovative metaphors like unicorns and mushroom hunting to illustrate personal growth concepts



* Book Development Insights



* Leveraged AI tools like ChatGPT for manuscript refinement



* Incorporated early feedback from zero readers



* Developed a more mature, professionally structured narrative compared to her first book



* Personal Growth Strategies



* Advocates for embracing uncertainty and taking calculated risks



* Promotes the value of continuous learning and adaptability



* Shares personal stories demonstrating vulnerability and resilience



* Technological Integration in Writing



* Utilized AI as a collaborative writing assistant



* Maintained human emotional authenticity in storytelling



* Explored AI's potential and limitations in creative processes





https://www.youtube.com/watch?v=S8myIm2OdbA




Links




* Susana Serrano Davey on LinkedIn



* Kevin Appleby on LinkedIn



Show more...
4 weeks ago
32 minutes 8 seconds

GrowCFO Show
#227 How to Choose the Right Tech Stack Without Wasting Money with Tim Cadbury, CFO, InfiniteCFO

#227 How to Choose the Right Tech Stack Without Wasting Money with Tim Cadbury








https://open.spotify.com/episode/4mVO2Gtl2Vx5bQmDNuWfTi








In today's rapidly evolving business landscape, selecting the right technology stack is critical for organizational success and financial efficiency. The strategic selection of technological tools can make or break a company's operational effectiveness, directly impacting its growth trajectory and competitive positioning.



This podcast episode featuring Tim Cadbury, a fractional CFO at InfiniteCFO, delves deep into the nuanced world of tech stack selection for high-growth businesses. Cadbury brings a wealth of experience from corporate giants like ITV and the dynamic startup ecosystem, offering listeners invaluable insights into navigating the complex terrain of technological infrastructure selection.



Key discussion points revolve around the challenges businesses face when choosing technological solutions, the importance of scalability, and the need for adaptable systems that can grow with an organization. Cadbury emphasizes that tech stack selection is not a one-size-fits-all approach but a strategic decision requiring careful consideration of current needs and future growth potential.



The conversation provides a comprehensive exploration of how fractional CFOs like Cadbury help businesses make informed technological investments, leveraging their extensive experience and understanding of various industry ecosystems. By sharing practical examples and strategic approaches, the podcast offers a roadmap for businesses seeking to optimize their technological investments without unnecessary expenditure.



About Tim Cadbury



Tim supports high growth businesses with a CFO-led virtual finance function. In his 3 years at InfiniteCFO, he's helped businesses in B2B SaaS, Cyber, LegalTech, AdTech, InsureTech, and Software. Successful projects include fundraises, M&A and finance transformations.



Previously, Tim spent 13 years at ITV plc, including roles in Investor Relations, as Group Head of FP&A and as Finance Director for the £2bn advertising business. He spent 4 years out of finance growing the technology business SDN to >£65m profit, which included negotiating all commercial contracts and running the tech team. He was also a Director of D34, a joint venture with Channel 4 which transmits all the UK’s commercial Public Service Broadcasters. 



Tim qualified as an ACA with KPMG London.



Key topics covered:




* Fractional CFO approach to supporting high-growth technology businesses



* Strategic importance of selecting scalable technological infrastructure



* Leveraging Xero and complementary ecosystem tools for financial management



* Role of AI and automation in streamlining repetitive financial tasks



* Importance of understanding business-specific technological requirements



* Balancing current technological needs with future growth potential



* Navigating fundraising and due diligence with robust technological systems



* Developing comprehensive financial strategies through intelligent tech sel...
Show more...
1 month ago
30 minutes 7 seconds

GrowCFO Show
#226 AI, Accounting & The Modern CFO with Francesco Zappala, CFO, South America, Impresa Pizzerotti

#226 AI, Accounting & The Modern CFO with Francesco Zappala







In the rapidly evolving landscape of corporate finance, artificial intelligence (AI) stands as a transformative force reshaping the role of modern financial leadership. The integration of AI technologies presents unprecedented opportunities for CFOs to revolutionize traditional financial processes, drive strategic decision-making, and unlock new levels of organizational efficiency. As businesses navigate the complex digital transformation, AI emerges as a critical tool that transcends mere technological implementation, representing a fundamental shift in how financial strategies are conceptualized and executed.



Francesco Zappala, Chief Financial Officer for South America at Impresa Pizzerotti, provides a nuanced perspective on AI's strategic potential, emphasizing that successful implementation goes far beyond technological adoption. His insights reveal that the true power of AI lies in its ability to augment human expertise, streamline routine tasks, and enable finance professionals to focus on high-value strategic activities. By advocating for a holistic approach that integrates change management, comprehensive training, and robust risk assessment, Zappala challenges executives to view AI not as a replacement for human intelligence, but as a sophisticated collaborative tool that can dramatically enhance organizational performance and competitive advantage.



Key topics covered:




* AI represents a paradigm shift in financial operations, distinguishing between classic and generative AI technologies



* Strategic implementation requires comprehensive organizational assessment and change management



* Data management emerges as a critical foundation for successful AI integration



* CFOs must balance technological innovation with risk mitigation and strategic planning



* User involvement and training are crucial for successful AI adoption



* Predictive and narrative AI tools offer significant value-creation potential



* Organizations must develop a multi-provider approach to manage technological risks



* AI should be viewed as a supportive tool, not a replacement for human expertise



* Change management requires a holistic approach involving all organizational levels



* Continuous learning and adaptability are key to leveraging AI effectively





https://www.youtube.com/watch?v=C4JrTWr9H2E




Links




* Francesco Zappala  on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:01:28 - Initial technical audio setup and equipment discussion



* 0:06:21 - Introduction of AI adoption challenges in corporate environments



* 0:14:02 - Exploring differences between classic and generative AI



Show more...
1 month ago
44 minutes 59 seconds

GrowCFO Show
#225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy, Co-founder & CEO, Upflow

#225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy








https://open.spotify.com/episode/3qy4Q5X2ZRjyzBfqhOA2Dl








The B2B payments ecosystem represents a critical financial infrastructure that fundamentally determines an organization's economic health and operational agility. In an increasingly digital and interconnected global marketplace, businesses are confronting unprecedented challenges in managing complex financial transactions, cash flow dynamics, and technological integration. The traditional paradigms of accounts receivable and payment processing are rapidly evolving, driven by technological innovations that promise to revolutionize how companies approach financial management. Emerging technologies like artificial intelligence, machine learning, and advanced analytics are creating transformative opportunities for businesses to optimize their financial workflows, reduce operational risks, and gain unprecedented insights into their economic performance.



In this illuminating podcast episode, Kevin Appleby engages in a comprehensive dialogue with Alex Louisy, the visionary Co-founder and CEO of Upflow, exploring the intricate landscape of business-to-business payment strategies and technological disruption. Louisy brings a unique Franco-American perspective, offering deep insights into the global variations of payment methodologies, technological adoption, and strategic financial management. The discussion transcends traditional financial discourse, delving into critical areas such as AI-driven automation, online payment methodologies, risk mitigation strategies, and the future of financial technology. By examining real-world data, industry trends, and practical implementation strategies, Appleby and Louisy provide business leaders and finance professionals with a sophisticated roadmap for navigating the complex and rapidly evolving world of B2B payments, emphasizing the critical importance of continuous innovation, technological adaptation, and strategic financial thinking.



Key topics covered:




* Upflow's innovative technology helps B2B companies optimize their cash collection processes



* Detailed insights from the B2B Payments Trends report revealing payment collection challenges



* Critical analysis of invoice aging and its impact on business financial health



* Exploration of online payment methods and their transformative potential



* The emerging role of AI in automating and enhancing financial workflows



* Strategies for reducing non-payment risks and improving accounts receivable



* Comparative perspectives on payment practices between US and European markets



* Impact of technological innovations on financial team efficiency



* Discussion of payment method diversification and customer payment experience



* Future outlook on AI's role in financial process automation





https://youtu.be/8Ta6pzF1MXc




Links




* Alex Louisy on LinkedIn



* Kevin Appleby onShow more...
1 month ago
38 minutes 9 seconds

GrowCFO Show
#224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra, GrowCFO Facilitator

#224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra








https://open.spotify.com/episode/6sIeKqInI1Ur549AprBRnw








Rishi Sapra, a GrowCFO Facilitator and Microsoft Most Valuable Professional (MVP), brings a wealth of experience from top-tier financial institutions to demystify the power of business intelligence technologies. Through his expertise, finance professionals can understand how advanced analytics platforms are not just technological tools, but strategic assets that can drive organizational performance and competitive advantage.



The podcast explores the intricate world of Power BI, showcasing how modern finance professionals can leverage data visualization, automation, and AI-driven insights to make more informed decisions. By bridging the gap between complex technical capabilities and practical business applications, Sapra provides a comprehensive overview of how emerging technologies are reshaping the financial analysis landscape.



This session offers a deep dive into the transformative potential of Power BI, illustrating how finance leaders can move beyond traditional reporting to create dynamic, interactive, and intelligent financial narratives that drive strategic decision-making.



Key topics covered:




* Power BI's role in creating comprehensive semantic models for financial data



* The importance of context and storytelling in financial reporting



* Automation capabilities that streamline financial data processing



* Integration of AI and copilot technologies in financial analytics



* Practical approaches to building interactive financial dashboards



* Bridging the gap between technical complexity and business value



* The future of data management through unified platforms



* Strategies for handling diverse skill levels in financial technology training



* The critical role of education in adopting advanced analytics tools



* Transforming financial reporting from static to dynamic insights





https://www.youtube.com/watch?v=guXnwOwe0_s&t=7s




Links




* Rishi Sapra on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:03:22 Initial introductions and background context



* 0:06:37 Podcast formal introduction



* 0:08:37 Discussion of Power BI teaching approach



* 0:11:30 Motivation for teaching technical subjects



* 0:13:58 Experiential learning in technical training



* 0:20:34 Power BI's core functionalities in financial reporting



* 0:31:14 Course structure and content details



* 0:38:13 Future trends in Power BI and AI integration



Show more...
1 month ago
34 minutes 45 seconds

GrowCFO Show
#223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic, CEO and Business Strategy Consultant, Make Business Flow

#223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic












https://open.spotify.com/episode/7aOwo254gene5On21geffe








Karina Rasic, CEO and Business Strategy Consultant at Make Business Flow, shares her insights on the challenges and strategies for helping female-led companies succeed in fundraising. Accessing capital is a critical issue for entrepreneurs, and Karina's experience in working with women-owned businesses provides valuable perspectives on addressing this problem.



In this episode of the Grow CFO Show, Karina discusses the cultural and educational differences that impact financial literacy in Latin America, particularly the contrast between Protestant and Catholic views on money and work. She explains how these factors create unique obstacles for women seeking to build and grow their businesses. Karina's approach to supporting her clients involves empowering them to present their ventures in a more confident, "male-like" manner to potential investors.She highlights the importance of financial education, her strategies for helping female founders overcome fundraising challenges, and her own entrepreneurial journey. She also shares details about her two companies - one providing fractional CFO services and the other, a legal services platform. Karina's passion for writing and her plans for the future, including a program to help retirees start new businesses, provide a well-rounded perspective on her multifaceted career.



Karina and Kevin Appleby explore the potential for growth in the Latin American market for fractional CFO services, as well as the challenges of finding qualified professionals in the region. Karina's commitment to making a positive impact and her belief in the power of entrepreneurship to drive change are evident in her words and actions.About Karina Rasic:



Karina is an accomplished project manager with extensive experience in financial analysis, digital marketing, and business development. Karina specializes in CFO fractional services, financial assessments for startups, and securing funding—particularly for businesses founded and led by women.



Currently, she leads initiatives at Make Businesses Flow, focusing on streamlining operations and enhancing business performance. With a strong ability to manage cross-functional teams and implement data-driven strategies, Karina is dedicated to driving organizational success and sustainable growth.



Key topics covered:




* Karina's background as an Argentinian with a mix of Spanish and American accents



* The cultural and religious differences that impact financial literacy in Latin America



* Karina's work in helping women-led companies with fundraising and presenting their businesses



* Her two companies: a fractional CFO service and a legal services platform



* Karina's passion for writing and her plans for the future, including a program to help retirees start new businesses



* The potential for growth in the Latin American market for fractional CFO services and the challenges of finding qualified professionals




Show more...
2 months ago
27 minutes 21 seconds

GrowCFO Show
#222 Master the Art of Financial Product Design with Siqi Chen, Founder and CFO, Runway

#222 Master the Art of Financial Product Design with Siqi Chen












https://open.spotify.com/episode/019MLgaVF4N7jNvm2Ek910








Mastering the art of financial product design is a crucial skill for finance professionals in today's rapidly evolving business landscape. In this insightful podcast episode, Kevin sits down with Siqi Chen, the Founder and CFO of Runway, to explore the challenges and opportunities in creating innovative finance software. The discussion delves into the limitations of traditional finance tools, the importance of user-centric design, and the transformative potential of emerging technologies like artificial intelligence.



Siqi Chen shares his diverse background, from his studies in mathematics to her experience working at NASA's Jet Propulsion Laboratory. Siqi recounts his journey as a serial entrepreneur, highlighting the challenges she faced in understanding finance and the inspiration behind founding Runway, a finance software company aimed at revolutionizing the way businesses approach financial management.



They delve into the unique features and design principles that set Runway apart from traditional finance tools. Siqi explains how Runway's focus on collaboration, data visualization, and seamless integration with other business systems addresses the pain points experienced by finance teams. The discussion also explores the role of ambient intelligence and artificial intelligence in enhancing the user experience and providing proactive insights.



Kevin and Siqi also discuss the potential for collaboration between their respective organizations, exploring opportunities for joint webinars, summits, and other initiatives. The shared enthusiasm for innovation in the finance space sets the stage for a continued dialogue and the exploration of new ways to empower finance professionals in their quest to drive business success.



Key topics covered:




* Siqi Chen's diverse background and his journey as a serial entrepreneur



* The limitations of traditional finance tools and the inspiration behind founding Runway



* Runway's focus on collaboration, data visualization, and seamless integration



* The role of ambient intelligence and artificial intelligence in enhancing the user experience



* Potential for collaboration between Grow CFO and Runway, including joint webinars and summits



* Runway's pricing and target market for mid-market companies



* Siqi Chen's emphasis on the importance of user-centric design in finance software



* Runway's unique features, such as fine-grained permission controls and the ability to encrypt sensitive data



* The potential of finance software to revolutionize the way businesses approach financial management



* The shared enthusiasm for innovation and the exploration of new opportunities in the finance space





https://youtu.be/79XXRP-gKCk




Links




* Siqi Chen on LinkedIn



Show more...
2 months ago
43 minutes 24 seconds

GrowCFO Show
#221 The Ultimate Guide to Cost-Smart Property Management with Scot Ginsburg, Executive Managing Director, Hughes Marino

#221 The Ultimate Guide to Cost-Smart Property Management with Scot Ginsburg















Property management is a critical aspect of business operations, with real estate often representing one of the largest fixed costs for organizations. In this podcast episode, Scot Ginsburg, Executive Managing Director at Hughes Marino, shares his expertise on navigating the complexities of commercial real estate and optimizing property-related expenses.The discussion covers a range of topics, highlighting the importance of strategic planning, lease negotiations, and the evolving landscape of office and retail spaces. Ginsburg emphasizes the need for finance leaders, particularly Chief Financial Officers (CFOs), to take an active role in managing their organization's real estate portfolio, as it can have a significant impact on the bottom line.



Key topics covered:




* The importance of aligning real estate strategy with overall business objectives



* Common pitfalls in lease negotiations and how to avoid them



* The impact of remote work and changing office space utilization



* Strategies for managing a portfolio of commercial properties



* The role of CFOs in overseeing real estate decisions



* The financial implications of rising interest rates on commercial real estate



* The evolution of retail and office spaces in the digital age



* The need for flexibility and adaptability in real estate planning



* The value of proactive real estate management in driving business success



* Effective marketing and audience engagement strategies for thought leadership content





https://youtu.be/q2aJobfj6Mo




Links




* Scot Ginsburg on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:00:00 - Introduction to the guest and the topic



* 0:05:00 - Aligning real estate strategy with business objectives



* 0:10:30 - Avoiding common mistakes in lease negotiations



* 0:15:45 - Adapting to the impact of remote work on office space



* 0:20:00 - Strategies for managing a diverse real estate portfolio



* 0:25:15 - The role of CFOs in overseeing real estate decisions



* 0:30:00 - The financial implications of rising interest rates



* 0:35:20 - The evolution of retail and office spaces



* 0:40:00 - The need for flexibility in real estate planning



* 0:45:00 - Effective marketing and audience engagement strategies




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directoryShow more...
2 months ago
33 minutes 22 seconds

GrowCFO Show
# 220 Financial Modelling Done Right: Expert Tips with Danielle Stein Fairhurst, GrowCFO Mentor

# 220 Financial Modelling Done Right: Expert Tips with Danielle Stein Fairhurst








https://open.spotify.com/episode/6sSbm92dhd0BaEzD91LJPp












Financial modelling is a critical skill for finance professionals, enabling them to analyze data, forecast scenarios, and make informed business decisions. In this podcast episode, Danielle Stein Fairhurst, a renowned financial modelling expert and GrowCFO Mentor, shares her insights and best practices on mastering the art of financial modelling.



Danielle's extensive experience in the field, including her work as a Microsoft MVP and the author of several books on financial modelling, makes her a valuable resource for finance professionals looking to enhance their skills. Throughout the conversation, she delves into the importance of financial modelling, the evolution of Excel as a tool, and the key techniques and strategies that can help professionals create robust and efficient models.The podcast covers a wide range of topics related to financial modelling, providing listeners with a comprehensive understanding of the subject matter. Danielle's expertise and passion for the topic are evident as she discusses the various aspects of financial modelling, from best practices to the latest industry trends and developments.Key topics covered:




* Danielle's background and journey into financial modelling



* The importance of best practices in financial modelling, such as consistent formula usage and leveraging new Excel features



* The Excel World Cup and the financial modelling world championship, where Danielle serves as a commentator



* The GrowCFO financial modelling course and its structure, covering topics like financial statement linking and scenario analysis





https://www.youtube.com/watch?v=Z-8uJgv4w_I




Links




* Danielle Stein Fairhurst on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:15:21 Danielle's journey into financial modelling



* 0:19:38 Discussing common bad habits in financial modelling and how the GrowCFO course addresses them



* 0:28:59 The upcoming Excel and financial modelling world championships and the debates surrounding modelling best practices



* 0:35:00 The structure and delivery of the GrowCFO financial modelling course



* 0:41:45 The excitement and passion surrounding the world of financial modelling



* 0:42:35 Danielle's upcoming participation in the global Excel summit



* 0:43:42 Danielle's recognition as a master financial modeller with the Financial Modelling Institute



* 0:44:10 Discussing affiliate opportunities and discount codes for the GrowCFO financial modelling course



* 0:46:39 Strategies for promoting the GrowCFO course and engaging with past attendees



* 0:48:14 The challenge of getting people to recognize the value of free train...
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2 months ago
25 minutes 9 seconds

GrowCFO Show
# 219 Celebrating 5 Years of Driving Change for Finance Leaders with Dan Wells, Founder & CEO

# 219 Celebrating 5 Years of Driving Change for Finance Leaders with Dan Wells








https://open.spotify.com/episode/1mgQkjEkaaBVBghRye7nhD












Celebrating its 5th anniversary, the GrowCFO podcast takes a deep dive into the remarkable journey of the finance community platform. Led by founder and CEO Dan Wells, this special episode reflects on the evolution of the business, the key milestones, and the vision for the future. As a purpose-driven startup that has transformed into a leading resource for finance professionals worldwide, GrowCFO's story offers valuable insights for aspiring entrepreneurs and established businesses alike.



Throughout the conversation, Dan and Kevin explore the challenges and triumphs that have shaped the GrowCFO narrative over the past five years. From the initial community-focused vision to the pivotal shift towards virtual and global expansion, the podcast delves into the strategic decisions, innovative programs, and the power of a dedicated team and supportive community.



Key topics covered:




* The evolution of GrowCFO's business model, from community-based to virtual and global



* The launch and success of flagship programs like the Future CFO and CFO programs



* The transition to experiential learning and the impact of the XLF (Experiential Learning for Finance) initiative



* The importance of mentoring, partnerships, and the diverse team of experts that have contributed to GrowCFO's growth



* The key learnings and challenges faced by the startup, including the willingness to pivot and the power of purpose-driven leadership



* The future vision for GrowCFO, focusing on strategic finance, technology integration, and empowering finance teams





https://www.youtube.com/watch?v=prCNHnQyBDI&t=55s




Links




* Dan Wells on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:00:22 - Introduction and discussion of the 5-year anniversary



* 0:00:44 - Reflecting on the early days and the launch of the business



* 0:04:29 - Discussing the initial community-focused vision and the impact of the COVID-19 pandemic



* 0:08:05 - Exploring the evolution of the business model and the importance of mentoring



* 0:12:24 - Introducing the CFO program and the role of mentors



* 0:17:23 - Transitioning to experiential learning and the success of the XLF program



* 0:23:35 - Discussing the key learnings and challenges faced over the past 5 years



* 0:29:37 - Partnerships with tech companies and the transformation of the finance function



* 0:35:28 - Future vision and objectives for the next 5 years



* 0:39:30 - Closing remarks and a special offer for the community




Find out more about GrowCFO


Show more...
3 months ago
33 minutes 6 seconds

GrowCFO Show
#218 Soft Skills Every Financial Leader Needs with Melanie Coeshott, GrowCFO Mentor

#218 Soft Skills Every Financial Leader Needs with Melanie Coeshott








https://open.spotify.com/episode/65A52E2nhXg7T5L4SPV1Q1












As the business landscape becomes increasingly complex, the ability to effectively communicate, manage people, and navigate interpersonal dynamics has become just as essential as technical financial expertise. Melanie Coeshott, a GrowCFO mentor, shares her insights and experiences in coaching and facilitating courses that help finance professionals develop these crucial soft skills.



Melanie and Kevin Appleby explore the importance of experiential learning, where participants actively engage in role-playing, group discussions, and feedback sessions to hone their skills. They discuss the various courses Melanie facilitates, including emotional skills, interpersonal skills, people management, and delegation. Melanie emphasizes the need for finance professionals to continuously develop their soft skills, regardless of their career stage, as these capabilities can significantly impact their effectiveness as leaders and their ability to navigate the evolving business environment.



The key highlights of this session include Melanie's personal journey from an accountant in the financial services industry to a career coach and facilitator, her insights on the role of mindset and limited beliefs in career development, and the practical strategies she employs to help her clients and workshop participants unlock their full potential. The discussion also delves into the nuances of active listening, the importance of empowering others through effective delegation, and the value of creating a safe and inclusive environment for learning and growth.



Key topics covered:




* Melanie's background as an accountant and her transition to a career coach and facilitator



* The importance of soft skills for finance professionals, including emotional skills, interpersonal skills, people management, and delegation



* The experiential learning approach used in Melanie's courses, emphasizing active engagement and feedback



* Melanie's insights on addressing mindset and limited beliefs in career coaching



* The role of motivational maps in understanding individual drivers and satisfaction levels



* The overlap between one-on-one coaching and group workshops in developing soft skills



* The relevance of soft skills courses for finance professionals at different career stages





https://www.youtube.com/watch?v=QkPl3enoqso




Links




* Melanie Coeshott on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:00:34 - Introduction and initial greetings



* 0:01:48 - Melanie's background and facilitation work with GrowCFO



* 0:05:27 - Discussion of the various courses Melanie facilitates



* 0:12:38 - The importance of soft skills for aspiring CF...
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3 months ago
29 minutes 12 seconds

GrowCFO Show
#217 The Blueprint for a High-Performing Finance Team with Damian Smith, GrowCFO Mentor

#217 The Blueprint for a High-Performing Finance Team with Damian Smith








https://open.spotify.com/episode/4bLrSTnZuprXVZcK4eSF4s












Damian Smith, a GrowCFO Mentor, joins the Grow CFO Show to discuss the blueprint for building a high-performing finance team. In today's dynamic business landscape, the need for finance teams to operate at peak efficiency has never been more crucial. Effective finance teams not only drive financial success but also play a pivotal role in shaping the overall success of an organization.Damian, a seasoned finance professional turned leadership coach, shares his unique perspective on transforming dysfunctional finance teams into thriving, purpose-driven units. Drawing from his own experiences as a "recovering toxic CFO," Damian delves into the core principles of the Thrive methodology, a comprehensive approach to cultivating high-performing teams. He emphasizes the importance of trust as the foundation for building a cohesive and collaborative team, as well as the need to align team purpose, values, and goals to drive commitment and accountability.Throughout the discussion, Damian shares practical strategies for finance leaders to address the challenges of dysfunctional teams. He highlights the significance of fostering a culture of healthy conflict and open communication, where team members feel empowered to voice their perspectives and work towards the best possible outcomes. Additionally, Damian underscores the importance of embedding values and accountability into the recruitment and onboarding process to ensure a strong cultural fit and a shared commitment to the team's objectives.



Key topics covered:




* Damian's journey from a toxic CFO to a leadership coach and the lessons he learned along the way



* The importance of trust as the foundation for building a high-performing team



* Aligning team purpose, values, and goals to drive commitment and accountability



* Fostering a culture of healthy conflict and open communication



* Embedding values and accountability into the recruitment and onboarding process



* Practical strategies for finance leaders to transform dysfunctional teams





https://youtu.be/fmC7hZbVhhs




Links




* Damian Smith on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:00:50 - Introductions and initial chit-chat



* 0:09:03 - Damian's background and journey from toxic CFO to leadership coach



* 0:20:54 - The importance of trust in building high-performing teams



* 0:27:08 - Aligning team purpose, values, and goals



* 0:38:39 - The Thrive methodology and its key components



* 0:48:31 - Advice for finance leaders with dysfunctional teams




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app.
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3 months ago
34 minutes 41 seconds

GrowCFO Show
#216 Navigating People and HR Challenges as a CFO with Gwenevere Crary, Founder and CEO, Guide to HR

#216 Navigating People and HR Challenges as a CFO with Gwenevere Crary








https://open.spotify.com/episode/31IPiTQcj3yVhQ2IvJnXVX












As businesses grow, the people and HR challenges they face become increasingly complex. Founders and finance leaders often find themselves responsible for managing HR-related tasks, even without formal training or expertise in this area. In this episode, Gwenevere Crary, Founder and CEO of Guide to HR, shares her insights on how finance leaders can effectively navigate these challenges and build a strong HR foundation for their organizations.



Crary emphasizes the importance of establishing robust onboarding processes to retain new hires and ensure a smooth ramp-up. She also discusses strategies for creating a learning and development culture, including providing a variety of training options and aligning with employee career goals. These proactive measures can help finance leaders support their teams and foster a positive work environment.Furthermore, Crary highlights the significance of recruiting with a focus on culture fit and values, especially in startup environments. She also addresses the challenges of transitioning from a founder-led to a professional leadership team and maintaining a strong company culture. By prioritizing these aspects, finance leaders can contribute to the overall success and sustainability of their organizations.



Lastly, the discussion underscores the need for finance leaders to develop strategic thinking and planning skills to succeed in C-level roles. As they navigate the evolving landscape of their businesses, the ability to make informed decisions and align HR practices with the company's goals becomes increasingly crucial. By leveraging Crary's insights, finance leaders can enhance their capabilities and effectively manage the people-related aspects of their organizations.



Key topics covered:




* Importance of establishing robust onboarding processes to retain new hires and ensure a smooth ramp-up



* Strategies for creating a learning and development culture, including providing a variety of training options and aligning with employee career goals



* Significance of recruiting with a focus on culture fit and values, especially in startup environments



* Challenges of transitioning from a founder-led to a professional leadership team and maintaining a strong company culture



* Need for finance leaders to develop strategic thinking and planning skills to succeed in C-level roles





https://youtu.be/lwnsjDNSi50




Links




* Gwenevere Crary on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* [0:06] - Introductions and setting the agenda



* [0:24] - Discussion on Grow CFO's product launch and experiential learning



* [3:41] - Exploring partnership opportunities and fractional communities



Show more...
3 months ago
35 minutes 54 seconds

GrowCFO Show
#215 Your Guide to Adopting US GAAP Standards with Katrina Nacci, Cross-Border Accounting Advisor, KN CPA

#215 Your Guide to Adopting US GAAP Standards with Katrina Nacci








https://open.spotify.com/episode/2QAyBEewKZYCwqzkK2mKC2












As global markets become increasingly interconnected, the need for European companies to align their accounting practices with US GAAP standards has become paramount. Navigating the complexities of cross-border accounting can be a daunting task, but with the right guidance, businesses can seamlessly transition and unlock the benefits of US GAAP compliance. In this insightful podcast episode, Katrina Nacci, a seasoned cross-border accounting advisor with KN CPA, shares her expertise and insights on the challenges and opportunities that arise when European companies embrace US GAAP standards.



The adoption of US GAAP standards is a critical step for European businesses seeking to expand their reach and access the lucrative US market. By aligning their financial reporting with the widely recognized US accounting framework, these companies can enhance transparency, improve investor confidence, and streamline cross-border transactions. However, the process of converting from European accounting standards, such as IFRS or local GAAP, to US GAAP can be complex and fraught with potential pitfalls. Katrina Nacci's wealth of experience in this niche field provides invaluable guidance to European businesses navigating this transition.



Throughout the podcast, Katrina delves into the nuances of the conversion process, highlighting the importance of understanding the specific needs and nuances of each client's accounting practices. She emphasizes the need for a tailored approach that goes beyond simply applying a one-size-fits-all solution, ensuring that the final US GAAP-compliant financial statements accurately reflect the company's unique circumstances. By involving clients in the conversion process and fostering knowledge transfer, Katrina's approach aims to empower businesses to maintain their US GAAP compliance long-term, rather than relying on a temporary fix.



Key topics covered: 




* Katrina's career journey from PwC in Boston to becoming a cross-border accounting specialist in Frankfurt



* The nuances of converting from European accounting standards (IFRS, local GAAP) to US GAAP, and the importance of understanding the specific needs of each client



* The drivers behind US investors' requirements for US GAAP-compliant financial statements, including consolidation and audit requirements



* Katrina's approach to educating clients and involving them in the conversion process to ensure long-term sustainability



* The competitive landscape and Katrina's strategies for building a steady client pipeline, including networking, marketing, and exploring fractional roles



* Katrina's vision for the future, including potential expansion and the development of passive income streams





https://youtu.be/lXJYTzk3a9Y




Links




* Katrina Nacci on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFOShow more...
3 months ago
34 minutes 51 seconds

GrowCFO Show
#214 How to Launch a Successful Fractional CFO Practice with Kat Wellum-Kent, Founder/CEO, Fractional Finance

#214 How to Launch a Successful Fractional CFO Practice with Kat Wellum-Kent








https://open.spotify.com/show/7yTcgGvYdcXPxz2HbvgB2H












Fractional CFO services are becoming increasingly valuable as businesses seek strategic financial guidance to support their growth. In this episode of the Grow CFO Show, host Kevin Appleby sits down with Kat Wellum-Kent, the founder and CEO of Fractional Finance, to discuss her journey in establishing a successful fractional CFO practice.



Kat Wellum-Kent shares her background as an accountant, her transition from a larger firm to a smaller practice, and her realization of the gap in the market for strategic financial advice. She describes her decision to start Fractional Finance, the challenges she faced in securing her first clients, and the rapid growth of her business over the past two years. Kat's story provides valuable insights for finance professionals considering the transition to a fractional CFO role.



Key topics covered:




* Kat's background in accounting, including her time at Deloitte and her move to a smaller practice



* Her discovery of the fractional CFO concept and the decision to start her own business



* The importance of using the CFO competency framework to assess her skills and identify areas for improvement



* The process of securing her first clients, including the power of LinkedIn for lead generation



* The growth of Fractional Finance, from two clients in January 2023 to 17 clients by October 2024



* The value of Kat's corporate finance experience and how it benefits her clients



* The role of a mentor in guiding Kat through the challenges of entrepreneurship



* Advice for aspiring fractional CFOs, including the importance of protecting time and backing oneself





https://www.youtube.com/watch?v=7f9qbchI9l4




Links




* Kat Wellum-Kent on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:04:15 Kat's background and transition to a smaller accounting practice



* 0:09:28 Kat's decision to start Fractional Finance and the business planning process



* 0:13:00 Securing the first clients and the power of LinkedIn



* 0:15:28 The growth of Fractional Finance and the team expansion



* 0:19:46 Kat's ambition for the business and the market potential



* 0:22:11 The relevance of Kat's corporate finance experience



* 0:25:40 The value of having a mentor for guidance and support



* 0:27:20 Kat's advice for aspiring entrepreneurs and dealing with imposter syndrome




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your fa...
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4 months ago
29 minutes 24 seconds

GrowCFO Show
#213 C-Suite as a Service: Redefining Leadership in the Digital Age with Sara Daw, CEO, The CFO Centre Group

#213 C-Suite as a Service: Redefining Leadership in the Digital Age with Sara Daw








https://open.spotify.com/episode/30bHNDcIm7hfbOG1PFJr8m












The fractional C-suite model is transforming the way organizations access and leverage top-level talent. As businesses navigate the complexities of the digital landscape, the need for agile, specialized leadership has become increasingly crucial. Sarah Daw, the CEO of The CFO Centre Group, shares her insights on this innovative approach to C-suite talent management.



In this insightful discussion, Sarah Daw delves into her own journey, from a chartered accountant to the leader of an international organization that provides fractional CFO services. She explores the growing demand for flexible, on-demand access to C-suite expertise and the benefits it offers to both businesses and professionals. The conversation covers a range of topics, including the evolution of the gig economy, the importance of psychological ownership in the access economy, and the challenges of building a cohesive culture in a fractional workforce.



Key topics covered:




* The importance of mentoring and skill development for professionals in the fractional model



* Sarah's background and transition from corporate finance to the fractional CFO model



* The growth and expansion of The CFO Centre Group, from a local to an international business



* The advantages of the fractional CFO model, including flexibility, specialization, and cost-effectiveness



* Expanding the fractional model beyond the CFO role to other C-suite functions



* The role of fractional CFOs in supporting group-level finance leaders



* The future of work and the shift towards a more agile, portfolio-based workforce



* Strategies for building a strong organizational culture in a fractional work environment









https://www.youtube.com/watch?v=-dfjG5M3XUU




Links




* Sara Daw on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:00:11 - Introduction to the Grow CFO Show and Sarah Daw



* 0:00:36 - Sarah Daw's background and journey to the CFO Centre



* 0:03:18 - The growth and expansion of the FD Centre/CFO Centre



* 0:07:11 - The role of fractional CFOs in supporting group-level finance leaders



* 0:11:53 - Sarah Daw's book, "Strategy and Leadership as a Service"



* 0:19:57 - Building culture in a fractional workforce



* 0:25:59 - Mentoring and skill development in the fractional model



* 0:31:07 - The future of work and generational shifts in the fractional model




Find out more about GrowCFO



If you enjoyed this podcast,
Show more...
4 months ago
34 minutes 47 seconds

GrowCFO Show
Where Finance Leaders Grow Together