Many FP&A professionals aspire to take on the responsibility of managing a company's financial health and steering it toward success.
But what does it take to transition to the role of CFO?
Find out in this episode of the Two Cents: Finance Talk podcast featuring Paul Barnhurst (The FP&A Guy) as he reveals how you can transition from FP&A to CFO.
Listen in to learn:
…and so much more.
Resources & mentions from this episode:
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The road to digitalization in finance is paved with many pitfalls and challenges, but thankfully, there are ways to make sure the journey is a smooth one.
In this episode of the Two Cents: Finance Talk podcast, you'll hear from Tejas Parikh, FP&A transformation specialist and Lead Consultant/Director at Akshar Business Consulting Ltd.
Tejas talks about why many finance professionals are stuck in the past and how you can implement digitalization in finance successfully within your organization.
Tejas spoke to us about:
About our guest
Tejas Parikh is a Financial Planning & Analysis Transformation Specialist and the Founder/Lead Consultant at Akshar Business Consulting. With over 18 years of experience in the industry, Tejas has helped businesses significantly improve their forecasting speed and effectiveness, creating connected planning environments and optimizing resource allocation. As an expert in FP&A transformation, he assists finance leaders in overcoming manual processes, disparate systems, and technological challenges.
Tejas is passionate about transforming planning processes, moving from traditional budgeting practices to xP&A models, and revolutionizing reporting by establishing a single source of truth. By leveraging Power BI and Corporate Performance Management technology, he delivers real-time insights and smart visualizations that empower data-driven decision-making and contribute to a company's bottom line.
Resources & mentions from this episode:
Building a strong personal brand can help you stand out from the crowd in today’s highly competitive market. It can also help you establish yourself as an expert in your field, build a long-lasting network of contacts, and increase your visibility and credibility in the industry.
Ernie Humphrey, aka, "The Why Guy” is a renowned specialist in this area. Ernie is a Treasury, Finance, AP, and AR subject matter expert, and the CEO of Treasury Webinars, a company that empowers treasury professionals to take charge of their own career success.
In our latest episode of the Two Cents podcast, Ernie chatted to us about how to create harmony across the enterprise as a finance leader, as well as:
About our guest
Ernie Humphrey serves as the CEO of 360 Thought Leadership Consulting & Treasury Webinars. Over the past three years Treasury Webinars has delivered thought leadership webinars to over 15,000 treasury and finance leaders across the globe.
Ernie was a driving force behind Proformative, formerly the largest community of Finance professionals, which grew from 500 to 30,000 during his tenure. He has authored published articles on working capital management, performance management, budgeting & planning, acquisition integration, and bank relationship management in addition to articles dealing with several aspects of professional development.
His e-book focused on career management was recognized as one of the Top 10 e-books for CFOs in 2018. Ernie was named one of the Top 20 Pioneering CEOs by Tech Magazine in 2020. Ernie has a BS and MS in Economics both from Purdue University.
Resources & mentions from this episode:
As small businesses scale, the role of financial planning and analysis (FP&A) evolves and becomes increasingly important. But where exactly does FP&A fit within a scalable business model?
In this episode, Jeffrey Mazza, the CFO in the BizOps group at CliftonLarsonAllen, delves into how FP&A fits within a scalable growth strategy and the changes it undergoes as the company expands.
Whether you’re an entrepreneur looking to grow your business or a finance professional seeking to understand the bigger picture, this episode provides valuable insights into the evolving role of FP&A in a growing organization.
Join us as we explore the dynamic relationship between FP&A and scalable growth.
Listen in to find out:
About our guest
Jeffrey Mazza is the Greater Chicagoland Office Leader and CFO in the BizOps group at CliftonLarsonAllen. CLA creates opportunities for businesses, individuals, and communities through our wealth advisory, outsourcing, audit, tax and consulting services.
Jeffrey brings with him over 20+ years of experience in senior financial and operational leadership roles. He has a measurable history of helping businesses succeed by designing and executing growth strategies and capitalizing on opportunities to accelerate profitability through effective financial planning and analysis. He also brings extensive experience in developing both financial and operational infrastructure in early-stage companies.
Jeffrey serves as a steering committee member at The CFO Leadership Council, a member of the Association of Certified Fraud Examiners and the CFOrward Group. He is also an active volunteer and a board member of The GALF LLC.
He earned a bachelor’s degree in finance from the University of Massachusetts, Amherst and attended the MBA program at DePaul University Charles H. Kellstadt Graduate School of Business. Jeffrey also holds the CFE (Certified Fraud Examiners) designation.
Resources & mentions from this episode
If you enjoyed this episode of the podcast, please subscribe, and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let us know via contribute@financealliance.io – we’d love to hear from you!
What are super apps, and how are they impacting banking and FinTech on a global scale?
Find out in this episode of the podcast, where Xavier Gomez, the COO and Co-Founder of INVYO, joins us to discuss the rise of the super app and how this up-and-coming trend will impact banking and FinTech.
Xavier covers topics such as:
...and so much more!
You can also read this episode of the podcast as a blog post right here: How the rise of super apps is impacting banking and FinTech
Resources & mentions from this episode:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let me know via contribute@financealliance.io.
What does the future hold for FinTech?
Tune in to this exciting episode of the Two Cents: Finance Talk podcast to hear our guest host and the Finance Alliance Events Producer, Senem Dundar, chat to the COO and Co-Founder of INVYO, Xavier Gomez.
Xazier is the COO and Co-Founder of INVYO, a data management startup that uses machine learning and natural language processing to help corporations identify tomorrow's opportunities in the financial industry. He is also a regular columnist on the television news channel, BFM Business.
In this episode, you’ll find out:
...and so much more!
You can also read this episode of the podcast as a blog post right here: FinTech Trends 2023: Top Trends & Future Predictions for FinTech.
Resources & mentions from this episode:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let me know via contribute@financealliance.io.
For the FP&A Summit, we are assembling an alliance of leading finance experts from the world’s largest companies and growing startups to share their expertise, insights, experiences, and challenges.
Featuring 15+ keynote speakers, you can look forward to over 7 hours of insightful leading content from speakers such as Chris Ortega, the CEO of Fresh FP&A, Stefan Gershater, the Director of Risk and Burberry, Linday Jespersen, the CFO of Plex, and many more!
Grab your ticket to FP&A Summit here: https://summit22.financealliance.io/tickets/
A post-merger integration (PMI) can be both an exciting and stressful time for any organization. So, what can you do to ensure a successful post-merger integration?
Tune in to this episode of the Two Cents: Finance Talk podcast to hear from Janice Hopkins, Director of Finance at Convergence Networks and uncover top tips to ensure your next post-merger integration is a roaring success.
Based in Canada, Janice has worked as the Director of Finance at an owner-managed IT Managed Services firm called Convergence for 10 years. The firm recently merged with several US-based IT Managed Services firms, with the head office based in Portland, Oregon.
Janice started her career in public accounting at Ernst & Young and has worked in many industries including construction, health services, and education.
Janice is amid a post-merger integration herself and has a lot of useful tips and advice to help finance functions prepare for a merger integration and navigate common challenges that come along with it.
Listen in to discover:
...and so much more!
Resources & mentions from this episode:
More resources you might be interested in:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let me know via contribute@financealliance.io or send me an email at sabrinthia@financealliance.io – I’d love to hear from you!
The role of the CFO has entered a period of transition and evolution. Traditionally, the role of the CFO consisted of the operator and steward. But now, those roles have evolved, and more responsibilities have been added to the CFO’s plate. Now, the CFO must embrace the more recent roles of a catalyst and strategist.
So, how can a CFO master each of these roles? And what does each role entail?
Discover the answers in this episode of the Two Cents: Finance Talk podcast with Amit Singhi, the Chief Financial Officer of the Humanetics Group.
Amit elaborates on the various roles of a CFO. He even provides perspectives and examples of the evolving roles, making this an episode you don’t want to miss.
Listen in to find out:
You can also read this episode of the podcast as a blog post right here: 4 roles every CFO must dominate: The changing role of the CFO
About the guest
Amit Singhi is the CFO of the Humanetics Group, a leading provider of sensory intelligence, virtual simulation, crash test systems, precision sensors and cutting edge photonic solutions through its subsidiaries Humanetics, HITEC Sensors, Fibercore and OpTek Systems. Its solutions create data from critical environments and deliver precision control to empower people in their connected world.
Previously, Amit was the Chief Operating and Financial Officer of the Piston Group and prior to that, he was the CFO at FLIR Systems. Amit is also a board member of Big Brothers Big Sisters of Metro Detroit and the Electrical & Computer Engineering Council at University of Michigan.
He is an executive-in-residence and a guest speaker at University of Michigan and several international CFO conferences. He was also the recipient of the APACC “Salute to Excellence” Award for Business Leadership in 2018.
Resources & mentions from this episode:
More resources on this topic:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let us know via contribute@financealliance.io – we'd love to hear from you!
The role of a finance professional has changed massively over recent years. Rather than generating reports all day, finance pros must use that data to help drive better-informed business decisions.
So, how can finance professionals become successful business partners?
In this episode, Stewart Houston reveals the 3 pillars of a successful finance business partner.
Stewart is the Exec. Director of Business Operations Finance at ICON plc. He’s CIMA qualified with 20 years post qualified experience. His main focus is primarily Financial Planning and Business Partnering.
In his formative years, Stewart worked in the IT\Telco field. But now, he works with ICON plc (formerly PRA Healthsciences acquired by ICON plc). He works with a variety of operations teams and Corporate Service functions. Stewart is also 2/3 of the way through an MBA with Henley Business School, which deserves a round of applause.
In this episode, we chatted about:
...and so much more!
You can also read this episode of the podcast as a blog post right here: The 3 pillars of a successful finance partner
Resources & mentions from this episode:
More resources on this topic:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let me know via contribute@financealliance.io or send me an email at sabrinthia@financealliance.io – I’d love to hear from you!
Need help building a financial forecast? My special guest on this episode of the podcast is Ilya Osver, an independent and self-motivated Financial Analyst with more than 14 years of experience.
It's safe to say that Ilya knows a thing or two about building financial models and forecasts. And, he was more than happy to share his best tips and advice on everything from the basics of financial forecasting to building financial models on Excel and navigating frauds in financial standings. It’s a great conversation and one you don’t want to miss!
Tune in to discover:
…and so much more!
You can also read this episode of the podcast as a blog post right here: How to create a financial forecast model
Resources & mentions from this episode:
More resources on this topic:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let me know via contribute@financealliance.io or send me an email at sabrinthia@financealliance.io – I’d love to hear from you!
Since it’s the first episode of the show, we knew we needed someone incredible to set the bar for future episodes. And we could think of nobody better to kick things off than Brian Kalish, the Principal and Founder of Kalish Consulting. With over 25 years of experience in Finance, FP&A, Treasury, and Investor Relations, it’s safe to say he’s a leading expert in the industry.
Brian is also a public speaker and addresses many of the most topical issues facing FP&A professionals today. He has spoken all over the world and is committed to building and connecting the global FP&A community. He continues to host FP&A roundtables and events in North America, Europe, Asia, and South America.
In this episode, Brian reveals the importance of harnessing big data to drive finance transformation.
Listen in to hear from one of the most sought-after FP&A speakers in the world and prepare to take lots of notes!
In this episode, we covered:
…and so much more!
You can also read this episode of the podcast as a blog post right here: How finance automation is changing FP&A
Resources & mentions from this episode:
More resources on this topic:
If you enjoyed this episode of the Two Cents: Finance Talk podcast, please subscribe and leave a rating/review – we appreciate your support!
Want to be a guest on a future episode of the Two Cents: Finance Talk podcast? Let me know via contribute@financealliance.io or send me an email at sabrinthia@financealliance.io – I’d love to hear from you!