https://www.youtube.com/watch?v=qZ4_Fr3a07Y









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https://open.spotify.com/episode/1FpRXhcwICZELr5lwHBodV








In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the realities of leading finance within a member-owned insurance organisation. The conversation traces Andrea’s professional evolution—from a Midwest-based controller with a public-accounting background to a strategic CFO steering one of the nation’s major property and casualty insurers.



Andrea shares how transitioning from controller to CFO required developing a deep strategic lens, embracing enterprise-wide business partnering, and cultivating confidence to challenge executive consensus. She also discusses the complexities of the insurance sector—from pricing uncertainty and catastrophe risk to regulatory constraints—and how technology, data, and AI are reshaping financial planning and claims management. Her story offers a practical playbook for finance leaders ready to elevate their impact beyond accounting into organisational leadership.



Key topics covered:




* Andrea’s career journey from EY auditor in Ohio to CFO of CSAA Insurance Group in California.



* Why the CFO role demands strategic thinking that connects company vision with financial planning and resource allocation.



* The unique financial challenges of the insurance industry—pricing risk without knowing true costs for years, managing reinsurance markets, and handling catastrophe losses.



* How membership ownership changes financial priorities versus shareholder-driven models, placing policyholders at the centre.



* The importance of financial education and business partnering to build trust across departments and improve decision quality.



* How AI and automation are transforming finance, forecasting, and claims—bringing speed, empathy, and new skill-building challenges for future talent.




Links




* Andrea Hecht on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 00:28 Andrea’s background and move from Ohio to California



* 03:30 Inside CSAA Insurance Group: business model and coverage areas



* 05:00 Challenges of pricing insurance and managing capital risk



* 12:40 Transition from controller to CFO—learning to think strategically



* 16:10 Building finance partnerships and educating the organisation



* 18:10 Balancing collaboration and contrarian thinking with the CEO

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









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https://open.spotify.com/episode/3CrRco4GBJsnDQYaJSiPnT








In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a diverse career spanning global finance, digital transformation, and leadership development. Together, they explore “The Three Hidden Traps That Stall New CFOs” — a candid discussion about the unseen challenges finance leaders face as they transition into enterprise leadership roles.



Michael shares his own experiences across companies like Citibank, Gap Inc., and PepsiCo, highlighting how curiosity, empowerment, and trust play crucial roles in a CFO’s success. He also explains how imposter syndrome, reluctance to delegate, and overreliance on technical mastery can prevent new CFOs from thriving in their roles. With AI reshaping the finance landscape, Michael emphasises the growing importance of emotional intelligence, adaptability, and creating psychological safety for teams navigating disruption.



The conversation goes beyond professional growth, touching on personal fulfilment and energy management — understanding what “charges or drains your batteries” as a leader. Drawing from his coaching practice and experiential leadership retreats in Ireland, Michael reveals how rediscovering purpose and flow can reignite a CFO’s impact, both in business and in life.



Key topics covered:




* How imposter syndrome can fuel curiosity and growth rather than paralysis



* Why delegating and letting go is the biggest unlock for new CFOs



* The importance of psychological safety in driving innovation and AI adoption



* Transitioning from technical expert to strategic enterprise leader



* Understanding personal “energy management” to avoid burnout



* The power of trust, empathy, and soft skills in effective CFO leadership




Links




* Michael O’Reilly on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 00:40 Michael O’Reilly’s career journey from CPA to Chief Digital Officer



* 05:52 The role of imposter syndrome in a CFO’s development



* 07:52 How AI amplifies insecurity and why creating safe environments matters



* 10:07 Balancing accuracy with experimentation in finance leadership



* 16:46 What a mentoring relationship looks like with Michael



* 21:21 The critical need to delegate and empower teams

https://www.youtube.com/watch?v=mg1knQ7TQ_E









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https://open.spotify.com/episode/68OnCL6OYQml4L6bu1Wejm








Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn’t understanding the technology—it’s knowing where to start. In this episode, host Kevin Appleby welcomes back Hannah Munro, Managing Director of ITAS Solutions and host of the CFO 4.0 Podcast, to unpack the hype surrounding AI and offer clear, practical steps for finance leaders ready to take action.



Hannah shares first-hand insights from her work helping finance teams implement technology-driven transformations, explaining why success depends less on the AI tools themselves and more on simplifying processes, standardizing data, and fostering cultural change. The conversation draws a clear distinction between technology implementation and true transformation—and why CFOs must master both to realise measurable ROI from new systems.



As AI continues to evolve at an unprecedented pace, Hannah and Kevin explore how finance leaders can stay agile, focus on data quality, and ensure their organizations are prepared for the next generation of AI-enabled finance. From managing expectations to defining tangible outcomes, this episode is an essential listen for CFOs looking to move beyond buzzwords and deliver meaningful digital transformation.



Key topics covered:




* The difference between AI-enabled tools and building AI from scratch—and why most finance teams are already using AI without realising it.



* Why the biggest implementation risks aren’t technical but cultural and process-related.



* How to distinguish transformation from implementation—and why most projects should involve both.



* The importance of defining measurable outcomes before investing in technology.



* Why simplification, standardisation, and clean data are the foundations for any successful AI adoption.



* How CFOs can future-proof their finance function by focusing on integration, agility, and benefit-driven technology selection.




Links




* Hannah Munro on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 01:00 Why AI isn’t new—and how finance teams are already using it unknowingly



* 03:25 Implementation vs. transformation: the fundamental question every CFO must ask



* 07:30 Why traditional RFP processes often fail in fast-changing tech environments



* 10:45 The hidden cost of customisation and how to challenge unnecessary complexity

https://www.youtube.com/watch?v=xOotp0bZAdU









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https://open.spotify.com/episode/294IkTuJrgCIgxARFhnHZW








In today’s rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical expertise—it requires a profound shift in mindset, leadership style, and strategic vision. In this episode, Dave Osh, a seasoned CFO, CEO, and mentor, joins host Kevin Appleby to share his unique path from fighter pilot to corporate leader, and the critical lessons learned along the way. The episode opens by underscoring the importance of leadership agility and the ability to adapt to new domains, stakeholder dynamics, and the ever-changing demands of the C-suite.



Dave Osh discusses the challenges CFOs face when stepping into broader leadership roles, emphasizing the need for executive presence, effective communication, and a deep understanding of both business strategy and human psychology. He introduces his “CFO aura” framework—openness, unattached perspective, resonance, and authenticity—as essential qualities for finance leaders aspiring to become strategic collaborators and inspirational CEOs. Drawing from his books and real-world experiences, Dave provides actionable insights for finance professionals seeking to unlock their leadership potential and drive meaningful change within their organizations.



Key topics covered:




* The journey from CFO to CEO requires a shift from technical mastery to strategic leadership



* Executive presence and effective communication are critical for C-suite success



* The “CFO aura” framework: openness, unattached perspective, resonance, authenticity



* Navigating stakeholder relationships and organizational politics is essential



* Continuous learning and personal development underpin leadership growth



* Playfulness and joy can empower leaders and foster a positive work culture




Links




* Dave Osh on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:02:07 Dave Osh’s unique journey from fighter pilot to CFO and CEO



* 0:05:29 Challenges and learning curves in becoming a CFO



* 0:10:43 Developing executive presence and the “CFO aura” framework



* 0:15:28 Practical advice for CFOs to avoid being seen as a naysayer



* 0:20:04 Transition from CFO to CEO and lessons on leadership philosophy



* 0:30:15 Dave’s books and frameworks for leadership development



* 0:38:35 The role of playfulness and joy in effective leadership




Find out more about GrowCFO

https://www.youtube.com/watch?v=H4pb1S_bdgE









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https://open.spotify.com/episode/4QIAi3e2eHEp57xjU474IH








In today’s competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win business. In this episode, James Donovan, Founder of Nine Two Media, joins host Kevin Appleby to challenge the conventional approach to selling CFO services. The conversation opens by emphasizing that business owners rarely seek out a “fractional CFO” by name; instead, they are looking for solutions to pressing problems—especially those that keep them up at night, like cash flow and financial clarity.



Donovan shares insights from his experience helping accounting firms and CFOs shift their marketing from generic service offerings to problem-solving, value-driven messaging. He explains why focusing on the client’s pain points, leveraging digital marketing channels like LinkedIn and Facebook, and building authority through content and podcasting are essential for growth. The episode offers actionable strategies for finance professionals to reposition themselves as indispensable advisors, not just another service provider.



Key topics covered:




* Business owners buy solutions to problems, not “fractional CFO” services



* Effective marketing focuses on client pain points, not credentials or titles



* LinkedIn and Facebook are key channels for building authority and generating leads



* Relying solely on referrals is not a sustainable marketing strategy



* Podcasting and content creation help establish credibility and reach new audiences



* Case studies and client success stories are powerful tools for differentiation




Links




* James Donovan on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:05:00 Trends in the fractional CFO market and the shift toward advisory roles



* 0:07:55 Why selling “fractional CFO” services misses the mark—focus on solving business problems



* 0:11:16 Digital marketing strategies: LinkedIn and Facebook for lead generation



* 0:17:15 The role of websites and content in attracting clients



* 0:22:07 The need for proactive marketing and moving beyond referrals



* 0:24:03 Podcasting as a tool for authority and business development




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app.

https://www.youtube.com/watch?v=AYLpc5IwiOU









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https://open.spotify.com/episode/6IMVXCScEJEc6NiajXTBWm








In the ever-changing world of finance, resilience and determination have become indispensable qualities for modern CFOs. In this episode of the GrowCFO Podcast, Kevin Appleby speaks with Ademola Odewade, CEO of K-Dems Consulting Limited and host of the Diary of a CFO Podcast. Together, they explore why hard work consistently outperforms raw talent in the journey to leadership. The discussion highlights the critical role of perseverance, adaptability, and a growth mindset for finance professionals navigating complex business environments.



Ademola shares his inspiring path from Nigeria to the UK, illustrating how overcoming adversity, embracing continuous learning, and leveraging effective communication have shaped his success. Through candid stories and practical advice, he and Kevin discuss the expanding responsibilities of CFOs, the necessity of self-belief, and the power of taking ownership. This episode offers actionable lessons for finance leaders, demonstrating that resilience and relentless effort are the true drivers of sustainable achievement in today’s demanding corporate landscape.For further support, explore our BetterHelp partner link.



Key topics covered:




* The importance of rational, well-supported business valuations for CFOs



* Common mistakes founders and finance teams make in the valuation process



* Why valuations are often driven by optics rather than true economic value



* The impact of market cycles and AI hype on company valuations



* The critical role of management quality and organized financials in achieving accurate valuations



* Actionable tips for CFOs preparing for a valuation process




Links




* Ademola Odewade on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:04:22 Introduction of Dan Eyman and the importance of business valuation



* 0:05:17 Dan Eyman’s background and entry into the valuation field



* 0:09:00 Common mistakes in valuation and the need for early CFO involvement



* 0:13:51 Why valuations can be “smoke and mirrors” and the reality behind headline numbers



* 0:18:41 The impact of AI and market cycles on valuation trends



* 0:39:07 The role of management quality and organized financials in valuation



* 0:45:13 Practical tips for CFOs preparing for a valuation
...

https://www.youtube.com/watch?v=AoM5IDJs7aQ&t=4s









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https://open.spotify.com/episode/3dt6y0dCZCf7tqpUikFKIz








Business valuation is a critical responsibility for CFOs, especially as companies navigate funding rounds, acquisitions, or exits. In this episode, Dan Eyman, Managing Director of Meld Valuation, joins host Kevin Appleby to demystify the process and underscore why understanding true business value is essential for financial leaders. The conversation opens by highlighting the importance of rational, well-supported valuations and the pivotal role CFOs play in ensuring financial organization and transparency.



Eyman shares his journey from cell biology to valuation expert, offering practical insights into the common pitfalls founders and finance teams encounter. He explains why valuations can often be “smoke and mirrors,” driven by optics rather than economic reality, and stresses the need for CFOs to be proactive, organized, and realistic. The discussion also explores the impact of market cycles, the influence of AI on valuations, and the necessity of qualitative judgment alongside quantitative analysis. Throughout, Eyman provides actionable advice for CFOs preparing for valuation, emphasizing the value of a strong finance function and a compelling narrative to support the numbers.



About Dan Eyman



Dan Eyman is the Managing Director of Meld Valuation, a firm specializing in independent, audit-ready valuations for venture-backed startups and venture capital firms. With over two decades of experience in valuation and financial advisory, Dan has worked with early- and growth-stage companies across a range of industries, guiding them through complex financial decisions related to fundraising, equity compensation, and M&A. He is known for his expertise in the valuation of complex instruments such as convertible debt and SAFEs, as well as 409A valuations and ASC 820 fair value measurements. Dan’s commitment to delivering clear, defensible valuations has made him a trusted partner to founders, CFOs, and investors. Through Meld Valuation, he continues to support the startup ecosystem by offering insight-driven services that help companies, venture firms, and their stakeholders make informed financial decisions with confidence.



Key topics covered:




* The importance of rational, well-supported business valuations for CFOs



* Common mistakes founders and finance teams make in the valuation process



* Why valuations are often driven by optics rather than true economic value



* The impact of market cycles and AI hype on company valuations



* The critical role of management quality and organized financials in achieving accurate valuations



* Actionable tips for CFOs preparing for a valuation process




Links




* Dan Eyman on LinkedIn
...

https://www.youtube.com/watch?v=JUqhoJnH0oI





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https://open.spotify.com/episode/6n4Tb6ZkiJAoioEIQCC48p








In this episode, Georgia Wilson, Member of GrowCFO and Former Group CFO at Together Group, shares her remarkable journey from Grenada to the helm of a high-growth business. The episode underscores the critical importance of building a robust finance function from the ground up, especially in a fast-scaling environment. Georgia’s story is one of resilience, adaptability, and the power of mentorship. She details how her diverse background, from Big Four audit to industry roles at Shell and Centrica, equipped her to lead Together Group’s finance team through rapid expansion and multiple acquisitions.



Georgia emphasizes that scaling a finance function is not just about technical expertise, but also about fostering a strong team, leveraging external support, and embracing diversity in leadership. Her experience highlights the value of corporate sponsorship, continuous learning, and the courage to step outside one’s comfort zone. The episode offers practical insights for finance professionals aiming to drive growth, manage complexity, and build high-performing teams in dynamic business environments.



Key topics covered:




* Built a finance team from 3 to over 10 people while scaling revenue from zero to £100M



* Leveraged mentorship, coaching, and corporate sponsorship to accelerate her CFO journey



* Emphasized the importance of diversity and resilience in leadership roles



* Successfully navigated multiple industry and cultural transitions



* Managed rapid acquisitions and integration of 13 brands across global markets



* Advocated for continuous learning and empowering future finance leaders




Links




* Georgia Wilson on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:19:08 Georgia’s move from Grenada to the UK and her early career at Deloitte



* 0:22:44 The pivotal role of mentorship and coaching in her CFO journey



* 0:34:56 Transitioning to Together Group as first-time CFO in a startup environment



* 0:44:49 Building and scaling the finance team to support rapid growth



* 0:48:49 The impact of external support and GrowCFO’s programs on her success



* 0:53:02 Developing future finance leaders and fostering team growth




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 directo...

https://www.youtube.com/watch?v=qL4WLMpEejI





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https://open.spotify.com/episode/5o6eC1cVuEOy3ebPDmOb0t








The transition between nonprofit and corporate finance is a pivotal topic for CFOs, as each sector presents unique challenges and opportunities. In this episode, Baz Bedrossian—Interim CFO, COO, and Business Consultant—draws on his extensive experience in both worlds to illuminate the similarities and differences. Bedrossian emphasizes that while the core financial principles remain consistent, nonprofit roles demand heightened attention to compliance, regulation, and the management of restricted funds. He also highlights the importance of adaptability, as nonprofit CFOs often engage more directly in fundraising and grant management, requiring a broader skill set.



Bedrossian’s insights reveal that, despite the sectoral differences, the fundamentals of cash flow management, stakeholder communication, and strategic leadership are universal. However, nonprofit CFOs must navigate more complex reporting requirements, manage multiple boards and committees, and ensure that funds are used in accordance with donor restrictions. For finance professionals considering a move between sectors, Bedrossian’s experience offers practical guidance on building sustainable financial models and maintaining operational excellence in any environment.



Key topics covered:




* Compliance and regulation are more stringent in nonprofit organizations



* Managing restricted funds and detailed grant reporting is critical



* Cash flow management is challenging due to irregular funding sources



* Nonprofit CFOs often participate directly in fundraising and grant applications



* Non-financial KPIs and stakeholder management are more prominent in nonprofits



* Core financial principles and leadership skills remain consistent across sectors




Links




* Baz Bedrossian on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:16:37 Key differences between nonprofit and corporate finance roles



* 0:18:50 The CFO’s involvement in fundraising and grant management



* 0:20:23 Managing restricted funds and compliance in nonprofit organizations



* 0:24:48 Reporting on non-financial KPIs and statutory requirements



* 0:29:06 Cash flow management strategies for nonprofits



* 0:31:28 Tips for new nonprofit CFOs on building sustainable financial models




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app.

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





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https://open.spotify.com/episode/1vlmYVdDXfeKlkeuBrnaY7








The transition into a CFO role is one of the most significant steps in a finance leader’s career, bringing both opportunity and challenge. In this episode, Warren Wise—GrowCFO Mentor and Fractional CFO—shares his journey from a 22-year tenure at a manufacturing company to his current role supporting multiple organizations. Wise’s experience highlights the importance of adaptability, staff support, and the ability to manage new responsibilities beyond traditional finance functions.



Wise discusses the mindset shift required to move from a detail-oriented finance role to a strategic leadership position, emphasizing the need to trust and empower staff. He also addresses the common struggles of imposter syndrome and task overwhelm, offering practical advice for new CFOs to build confidence and maintain work-life balance. His insights are invaluable for finance professionals stepping into the CFO role, as well as for organizations seeking to support their finance leaders through this critical transition.



Key topics covered:




* The importance of staff support and trusting your team as a new CFO



* Overcoming imposter syndrome and building confidence in a leadership role



* Managing task overwhelm and learning to delegate effectively



* Adapting to new responsibilities beyond finance, including HR and operations



* Gaining value from diverse industry exposure as a fractional CFO



* Achieving work-life balance and flexibility in modern CFO roles




Links




* Warren Wise on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:00:59 Wise describes his initial hesitation and transition to a fractional CFO role



* 0:04:00 Insights from 22 years in manufacturing and progression to CFO



* 0:10:30 The mindset shift from detail-oriented finance to strategic leadership



* 0:12:12 Advice for new CFOs: staff support and trusting your team



* 0:14:39 Wise’s experience with imposter syndrome and building confidence



* 0:17:13 The value of mentoring and supporting new CFOs through challenges




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others.

https://www.youtube.com/watch?v=02hn26-tQBk





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https://open.spotify.com/episode/0tBDVuXoypTamhrWnvXBj8








In today’s complex business environment, CFOs are expected to deliver strong results while also maintaining the legitimacy and trust of their organizations. Paul Achleitner, former Deutsche Bank Chair and Goldman Sachs Partner, shares his unique perspective on the evolving demands of financial leadership. Achleitner emphasizes that while performance metrics remain crucial, the legitimacy dimension—how stakeholders perceive the organization’s actions and values—has become equally vital in an era of transparency and social media scrutiny.



Drawing from decades of boardroom experience, Achleitner discusses the risks of relying solely on past experience, the importance of judgment in a rapidly changing world, and the need for CFOs to manage both their own egos and those of their teams. He highlights the dangers of both underperformance and unsustainable overperformance, urging leaders to continuously evaluate whether they are truly adding value. Achleitner’s insights offer CFOs practical guidance on navigating the balance between delivering results and sustaining legitimacy, ensuring long-term organizational success in a world where both are under constant public review.



Key topics covered:




* The critical need for CFOs to balance performance with legitimacy in leadership



* Why obsolete experience can hinder effective decision-making in today’s fast-changing environment



* The growing importance of judgment and self-evaluation for finance leaders



* Managing egos and fostering authentic, team-based leadership structures



* The risks of both underperformance and unsustainable overperformance



* The evolving role of the CFO as a “chief value officer” focused on long-term impact




Links




* Paul Achleitner on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:05:50 Achleitner introduces the “performance” and “legitimacy” dimensions of leadership



* 0:10:59 Discussion on the dangers of obsolete experience and the need for accelerated learning



* 0:13:43 Advice for managing change and the inevitability of unintended consequences



* 0:15:28 The importance of controlling egos and building strong leadership structures



* 0:20:18 Addressing imposter syndrome and the power of convincing narratives



* 0:29:07 The illusion of satisfactory underperformance and the need for continuous improvement



* 0:30:33 The deception of sustainable overperformance and the importance of balance

https://www.youtube.com/watch?v=JWB_AMZQZ4M





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https://open.spotify.com/episode/0P8V9z07yLiLffCgKowZxM








In today’s rapidly evolving business landscape, the integration of technology talent into finance teams is no longer a luxury but a necessity. This episode explores how leveraging technical expertise can drive operational efficiency, foster innovation, and future-proof financial operations. Jay Majeske, Founder of Stalliant, brings a wealth of experience to the discussion, sharing insights on how full-stack developers and data-driven approaches are transforming the traditional finance function.



Majeske highlights the inefficiencies of conventional CFO models and introduces a forward-thinking strategy that combines technical and financial acumen. By training developers in accounting principles and embedding them within finance teams, organizations can unlock new levels of automation, data modeling, and process optimization. The conversation underscores the importance of cultural change, continuous learning, and the adoption of best practices to ensure finance teams remain agile and competitive in the face of technological disruption.



Key topics covered:




* The evolving role of CFOs and the need for technical skills in finance



* How full-stack developers trained in accounting can drive efficiency



* The impact of automation and data models on financial operations



* The importance of cultural change and continuous learning in finance teams



* Predictions for the future of FinTech and process-oriented software



* Bespoke solutions for lower middle-market clients to address unique challenges




Links




* Tinashe Chigede on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:02:57 Introduction of Jay Majeske and his background in fractional CFO work



* 0:05:07 The game-changing impact of hiring full-stack developers for finance



* 0:09:37 Embedding tech talent in FP&A and governance roles



* 0:16:51 The enduring relevance of Excel and Power BI in modern finance



* 0:22:34 The critical role of culture in successful tech adoption



* 0:29:40 FinTech trends: process-oriented software and democratization of technology



* 0:33:23 The future of finance jobs: shifting from production to critical thinking and research




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app.

https://www.youtube.com/watch?v=ofti6Vpcyko





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https://open.spotify.com/episode/67FImeLUN4XE9r5OOFG6cx








In this compelling episode of The GrowCFO Show, Kevin Appleby explores the unique challenges and opportunities facing nonprofit CFOs through an insightful conversation with Tinashe Chigede, Director of Finance and Administration at SOS Children's Villages USA. The discussion delves into the critical role of financial leadership in nonprofit organizations, where CFOs must balance fiscal responsibility with mission-driven outcomes while navigating complex funding landscapes and donor relationships.



Chigede shares his remarkable personal journey from attending an SOS Children's Villages primary school in Zimbabwe to becoming a senior finance leader at the same organization that shaped her early life. The conversation reveals how nonprofit CFOs must evolve beyond traditional operational roles to become strategic partners who align financial decisions with long-term mission outcomes, diversify funding streams, and build sustainable financial models that support vulnerable children and families across 130 countries.



The episode provides valuable insights into the nonprofit sector's financial complexities, including the management of restricted versus unrestricted funds, the importance of fundraising ROI, and the critical need for transparency and accountability in donor stewardship. Chigede's expertise demonstrates how effective financial leadership in nonprofits requires a unique blend of strategic thinking, mission alignment, and stakeholder relationship management.



Key topics covered:




* Strategic Evolution: Transformation from operational finance roles to strategic financial leadership that aligns budgets with mission outcomes and guides organizational risk management



* Funding Diversification: Critical importance of developing multiple revenue streams including government funding, individual donors, and foundation grants to ensure organizational sustainability



* Donor Stewardship: Building trust through transparency, accountability, and demonstrating tangible results to maintain long-term donor relationships and secure recurring funding



* Mission-Financial Integration: Balancing restricted and unrestricted funding while tracking both financial KPIs and mission-driven metrics to measure organizational effectiveness



* Personal Impact Leadership: Leveraging personal connection to the organization's mission to drive authentic leadership and overcome imposter syndrome in senior finance roles



* AI and Innovation: Embracing technology and artificial intelligence as powerful tools for financial analysis and strategic communication in the nonprofit sector




Links




* Tinashe Chigede on LinkedIn



* Kevin Appleby on LinkedIn

https://open.spotify.com/episode/3wOUdF52mYu7TzzdsmlING








In this episode of The GrowCFO Show, Kevin Appleby engages with Gilles Bonelli, Founder and CEO of SEE THE NEXT MOVE, to explore the practical applications of AI in finance beyond the hype. Gilles, with his extensive background in management consulting and digital transformation, established his startup to help finance leaders implement meaningful AI solutions. The conversation delves into how finance professionals can leverage AI effectively across various roles and processes, with Gilles introducing his company's 30 role-specific AI finance playbooks designed to guide implementation with the support of AI-trained subject matter experts.



The discussion examines three primary families of AI use cases in finance: personal and team productivity enhancements, entirely new capabilities enabled by AI, and process optimization. Gilles emphasizes the importance of clean data for successful AI implementation, particularly in areas like forecasting, and advocates for a structured approach that considers both process and technology. The episode also addresses persistent challenges in finance transformation that have remained largely unchanged for 25 years, questioning whether AI truly offers solutions to longstanding issues like faster month-end closing and improved forecasting.



Key topics covered:




* Gilles Bonelli's startup SEE THE NEXT MOVE cuts through AI hype by leveraging a 700-strong network of professionals to identify genuine use cases for finance functions



* AI applications in finance fall into three categories: productivity enhancement, enabling new capabilities, and process optimization



* Clean data is essential for successful AI implementation, particularly for advanced applications like forecasting



* AI is transforming traditional finance roles, creating opportunities for more strategic business partnering and sustainability focus



* Despite technological advances, many finance teams still struggle with the same challenges from 25 years ago, including month-end closing and forecasting





https://www.youtube.com/watch?v=las4ugear3s




Links




* Gilles Bonelli on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:09:48 Gilles introduces his startup SEE THE NEXT MOVE and its mission to cut through AI hype in finance



* 0:11:17 Explanation of how the company leverages its professional network to identify real AI use cases



* 0:38:26 Discussion on whether AI can solve longstanding finance challenges like faster month-end closing




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your fa...

https://open.spotify.com/episode/03u50sozLnuFp4IEmAWJ25








In episode 244 of The GrowCFO Show, Kevin Appleby interviews Olaide Olunloyo, Head of Finance, Jesus House, about the strategic role of CFOs in nonprofit organizations. Olaide shares his extensive experience as the head of finance at Jesus House and its sister charity, Festival of Life, providing valuable insights into the unique challenges and opportunities facing finance leaders in the nonprofit sector.Throughout the conversation, Olaide emphasizes the importance of purpose-driven leadership in nonprofit finance, highlighting how transparency, strategic thinking, and stakeholder engagement are crucial for success. He discusses the evolution of his role from operational tasks to strategic leadership, and how finance professionals in nonprofits must balance traditional financial management with impact measurement and mission fulfillment. Olaide also shares his personal journey, including the establishment of his own foundation, Precious Seeds Foundation, which supports underprivileged children in Africa.



Key topics covered:




* Nonprofit finance leaders must be driven by purpose beyond financial metrics, as the sector requires a commitment to mission that transcends traditional compensation incentives



* Transparency and integrity are fundamental to building trust with donors and stakeholders, requiring finance teams to develop systems that clearly track and report on restricted and unrestricted funds



* The role of finance in nonprofits has evolved from purely operational to strategic, with CFOs now actively involved in grant applications, project planning, and measuring impact beyond traditional financial KPIs



* Effective cash flow management is critical in nonprofits, requiring tight week-to-week planning, contingency strategies, and rolling annual planning cycles to respond to changing needs



* Nonprofit CFOs must "THRIVE" by embracing Transparency, Horizontal thinking, Resilience, Integrity, Values, and Engagement to lead their organizations through uncertainty with courage, clarity, and compassion





https://www.youtube.com/watch?v=VFhp47bxpnA




Links




* Olaide Olunloyo on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 10:55 Olaide shares his journey into nonprofit finance and how purpose drives his work despite the different pay scales compared to the corporate sector



* 19:36 Discussion of the complex financial systems required to manage restricted and unrestricted funds in nonprofit organizations



* 30:15 Explanation of how finance teams collaborate with community and fundraising teams on grant applications and project implementation



* 35:40 Insights into measuring project impact beyond traditional financial metrics using pre- and p...

#243 How To Get Your Team Finance Fit: Why Finance Must Evolve Now with Melanie Coeshott








https://open.spotify.com/episode/229S6uGYFdmhClCkf9I9Bc








In this insightful episode of The GrowCFO Show, host Kevin Appleby welcomes Melanie Coeshott, a GrowCFO Facilitator, to discuss the concept of "Finance Fit" - a framework designed to help finance teams prepare for their next evolutionary chapter. Melanie introduces her innovative F-I-T mnemonic, which stands for Future-oriented, Innovative, and Thriving, providing a structured approach for finance professionals to adapt to changing business landscapes.



The conversation explores how finance teams can shift from their traditional backward-looking roles to become more proactive, creative partners in business decision-making. Kevin and Melanie discuss the challenges finance professionals face in making this transition, including mindset barriers, change fatigue, and the need for leadership support. They emphasize that becoming "Finance Fit" requires not only technical skill development but also personal growth, relationship building, and finding fulfillment in one's work.



Key topics covered:




* The "Finance Fit" concept represents a significant mindset shift for finance professionals, requiring them to balance their traditional reporting responsibilities with forward-looking strategic contributions



* Innovation in finance doesn't necessarily mean radical changes but can involve small, incremental improvements that collectively drive significant value for the business



* Finance professionals often struggle with "change fatigue" and need permission from leadership to experiment, fail, and learn from their experiences



* Building strong relationships across the organization is crucial for finance teams to effectively contribute to business transformation



* Personal development and job satisfaction are essential components of the "Thriving" element, with tools like StrengthsFinder helping finance professionals identify and leverage their natural talents





https://www.youtube.com/watch?v=kST0q4krSxs




Links




* Melanie Coeshott on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:04:45 Introduction to the "Finance Fit" concept and explanation of the F-I-T mnemonic



* 0:12:30 Discussion of the challenges finance professionals face in becoming more future-oriented



* 0:18:15 Exploration of innovation in finance and overcoming resistance to change



* 0:27:45 The importance of thriving as finance professionals through resilience and relationship building



* 0:35:20 Strategies for improving job satisfaction and playing to strengths in finance roles



* 0:42:32 Next steps for developing and implementing the Finance Fit framework




Find out more about GrowCFO

#242 What Makes a Great CFO Mentor with Jen Burton








https://open.spotify.com/episode/7HJsdEsjcZxTtIAj8mfRzH








In this insightful episode of The GrowCFO Show, host Kevin Appleby interviews Jen Burton, a new mentor at GrowCFO and current Chief Financial Officer at RJE Business Interiors based in Indianapolis. Throughout their conversation, Jen shares her extensive experience spanning multiple industries including her significant 14-year tenure at Rolls Royce, where she implemented global finance shared services strategies and led successful system integrations.



The discussion explores Jen's journey from public accounting to various CFO roles, highlighting her operational and strategic expertise. Particularly valuable is Jen's perspective on mentorship, as she discusses how her diverse experiences - from implementing ERP systems to managing finance transformations - have shaped her approach to guiding other finance professionals. Her unique background, including her skydiving experience, provides powerful metaphors for the trust and teamwork required in effective financial leadership.



Key topics covered:




* Jen identifies primarily as an operational CFO with strong process-driven and team-oriented skills, though she has significant experience in strategic roles and as a trusted advisor



* Drawing from her experience implementing global finance shared services at Rolls Royce, Jen emphasizes the importance of change management and having the right people in the right roles



* Jen shares personal insights about overcoming imposter syndrome, offering practical advice for new CFOs on building confidence through breaking tasks into manageable steps



* The discussion explores how Jen's skydiving experience taught valuable lessons about trust and teamwork that directly apply to financial leadership



* Kevin highlights the distinction between mentoring and coaching, explaining that mentors bring valuable "war stories" and practical experience rather than just guiding mentees to find their own answers





https://youtu.be/xMVa9RiS_pI




Links




* Jen Burton on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:11:03 Introduction to Jen Burton as a new GrowCFO mentor and CFO at RJE Business Interiors



* 0:20:00 Discussion of different CFO types and Jen's identification as primarily an operational CFO



* 0:25:15 Jen shares her skydiving experience and the parallels to teamwork in finance



* 0:30:45 Exploration of Jen's experience implementing global finance shared services at Rolls Royce



* 0:38:20 Discussion about imposter syndrome and building confidence as a CFO



* 0:46:42 Kevin explains the value of mentorship and the importance of chemistry between mentor and mentee

#241 Why Risk Management Is Getting Harder with Chris Wright








https://open.spotify.com/episode/6SVItUVYbrCIahAkOKZXw1








In this episode of The GrowCFO Show, host Kevin Appleby speaks with Chris Wright, Managing Director at Protiviti and leader of their global finance transformation solution. The conversation explores Protiviti's comprehensive risk survey, highlighting the key risks companies are facing in the current economic climate. Chris provides valuable insights into how CFOs and finance leaders should approach risk acknowledgment, evaluation, and mitigation in the coming year.



The discussion covers several critical risk areas, including economic conditions and inflation pressures, labor and talent shortages, cybersecurity concerns, and emerging risks associated with AI implementation. Chris emphasizes the importance of CFOs developing "muscle memory" for frequent re-forecasting due to economic uncertainties, while also highlighting how AI can help address labor shortages by automating mundane tasks and enriching the work experience of finance professionals.



Key topics covered:




* Economic conditions, including inflation pressures, represent the top risk concern for companies, requiring CFOs to develop stronger forecasting capabilities



* Labor shortages in finance are driving increased costs and creating challenges in hiring and retention



* AI offers significant benefits for finance functions, including cost savings and improved efficiency in areas like cash application and payables



* Cybersecurity remains a persistent concern despite improvements in system security



* Emerging risks from AI implementation include data quality issues, over-reliance, and potential cybersecurity vulnerabilities





https://youtu.be/LqF4t5IT0n8




Links




* Chris Wright on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:11:15 Chris Wright introduces himself and his role at Protiviti



* 0:25:19 Analysis of economic conditions and inflation as top risks



* 0:34:47 Exploration of labor and talent shortages in finance



* 0:42:13 Examination of AI benefits and implementation in finance functions



* 0:50:39 Discussion of cybersecurity risks and cloud computing challenges



* 0:56:51 Conversation about emerging risks associated with AI implementation




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directo...

#240 Scaling from Startup to 80+ Employees: CFO Lessons in Fast Growth with Melissa Hurrington








https://open.spotify.com/episode/2axThM3x9wuvBPGhK9wmza








In this compelling episode of The GrowCFO Show, Kevin Appleby interviews Melissa Hurrington, CFO and VP of Operations at Premier Claims. The conversation explores the critical challenges and valuable lessons learned during Melissa's seven-year journey scaling Premier Claims from a four-person startup to an organization with over 80 employees and a 44,000 square foot corporate headquarters.



The episode delves into Melissa's authentic leadership approach and how she has built a strong personal brand separate from her corporate identity. Melissa shares candid insights about overcoming imposter syndrome, the importance of vulnerability in leadership, and how she has navigated the complexities of rapid organizational growth while maintaining her authentic self. Her experiences provide valuable guidance for finance leaders managing similar growth trajectories and those looking to develop their personal brand alongside their professional role.



Key topics covered:




* Melissa's journey from being employee number four at Premier Claims to leading the company through exponential growth and the acquisition of a large corporate headquarters



* The importance of separating personal brand from corporate identity and building a legacy beyond professional titles



* How vulnerability and authenticity on LinkedIn helped Melissa connect with a broader audience and inspire others in the finance community



* Strategies for overcoming imposter syndrome and gaining confidence as a leader in high-growth environments



* The value of peer networks and learning from other CFOs when navigating the challenges of scaling a business





https://www.youtube.com/watch?v=Dsa5QZtXo50




Links




* Melissa Hurrington on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:11:43 Melissa introduces herself and Premier Claims, describing the company's growth from a startup with four employees to purchasing a 44,000 square foot corporate headquarters



* 0:31:49 Melissa discusses the importance of building her personal brand separate from her corporate identity and not being defined by her title



* 0:35:20 Discussion about using LinkedIn as a platform for authentic leadership and how vulnerability in posts has resonated with others



* 0:42:15 Melissa shares her experience with imposter syndrome and how she overcame it by connecting with other finance leaders



* 0:48:30 The importance of peer networks for CFOs and how they help combat isolation in leadership positions



* 0:54:13 Melissa reveals her future plans,

#239 How to Fund a Fast-Growing B2B SaaS Startup with Janelle Gorman








https://open.spotify.com/episode/0Qwxrp77mQV0CvmHThso7C








In this insightful episode of The GrowCFO Show, host Kevin Appleby explores the critical topic of funding fast-growing B2B SaaS startups with Janelle Gorman, CFO at York IE. Securing appropriate funding remains one of the most significant challenges for SaaS founders, particularly in today's fluctuating investment landscape. Understanding the criteria investors use and developing effective fundraising strategies can make the difference between startup success and failure.Janelle Gorman brings her extensive experience as a CFO with high-growth subscription model companies and her current role at York IE, an early-stage investment firm that has deployed $60 million across approximately 60 companies. The conversation provides valuable insights into investment criteria, fundraising strategies, and the importance of product-market fit. Janelle also discusses York IE's unique approach to supporting founders through both investment and services designed to help companies scale effectively.



Key topics covered:




* York IE's dual business model as both an investment firm and service provider for early-stage companies



* Critical investment criteria including the importance of the founding team and demonstrating product-market fit



* Effective fundraising strategies and the challenges of raising capital in the current market



* The Tech Women Invest initiative aimed at increasing female participation in investing



* Pragmatic approaches to growth and resource management for SaaS startups





https://www.youtube.com/watch?v=Xp4amxAIoUM




Links




* Janelle Gorman on LinkedIn



* Kevin Appleby on LinkedIn



* GrowCFO Mentoring




Timestamps




* 0:04:24 Introduction to Janelle Gorman and her role as CFO at York IE



* 0:13:15 Explanation of York IE's business model and investment approach



* 0:18:30 Discussion of investment criteria and the importance of the founding team



* 0:22:45 Insights on fundraising strategies and market conditions for 2025



* 0:27:38 The importance of speed in implementing solutions and demonstrating value



* 0:33:49 Future outlook for York IE and the investment landscape




Find out more about GrowCFO



If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode.