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Future CFO

Ebrima Sawaneh

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At the Future CFO podcast, we are dedicated to empowering aspiring CFOs, finance professionals, and students with the knowledge and skills they need to excel in their careers. Each episode is designed to provide practical insights, expert advice, and actionable tips that you can apply immediately in your professional life. Join us as we explore the dynamic world of finance and accounting and discover how you can turn your aspirations into reality. Subscribe to the Future CFO podcast on your ...
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Welcome to CFO Chronicles: The Secrets Behind Success, the ultimate podcast for Fractional CFOs and Accounting Firm owners who are eager to land more high-paying clients and elevate their businesses to new heights. Hosted by James Donovan from Nine Two Media, we specialize in helping financial professionals achieve their goals through innovative and effective marketing strategies. In each episode, we dive deep into the world of finance and marketing, interviewing industry leaders who share t ...
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The Truth About Wealth

John Parise and Michael Parise

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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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The Modern CFO podcast is designed to illuminate the hard work that is behind the scenes in financing next-generation ideas and technologies, as well as acknowledging the developing role of senior financial professionals, and the tools they rely upon.
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In this age of rapid technological advancement, data-driven practices have taken centre stage in the realm of finance and across business. It's not just about number-crunching anymore. It's about leveraging the potential of data for informed decision-making, employing cutting-edge technologies to revolutionise conventional processes, and maintaining flexibility to adapt to the ever-changing business landscape. From the executive suite to data analysis, we're about to delve into how these tra ...
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The role of the Chief Financial Officer (CFO) has evolved from back-office support to strategic leader. It takes more than financial skills to master the responsibilities of this position successfully. Above all else, financial leaders need to know how to effectively plan for and execute in the face of the challenges and uncertainty inherent in their chosen industry. This begs the question, "What does it take to really excel in the role of chief financial officer?" Whether you are a seasoned ...
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
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Jobber’s Masters of Home Service podcast features in-depth interviews with industry experts to help make your business more profitable and efficient. Tune in today to get actionable advice, insights, and inspiration from successful business owners who live and breathe home service.
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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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One Vision fintech fuse podcast, hosted by Theodora Lau, brings purposeful fintech innovation to spotlight. It is where impact meets innovation. One Vision is a convergence of minds that dream of a more equitable, inclusive, and sustainable world for future generations galvanized by innovation. The latest season, FinTech Fuse, brought to you by the powerhouse trio, Theodora Lau, Barb MacLean, and Stephanie Foster, continues the tradition of telling stories that matter. We speak to startup fo ...
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Every business is in some way a “people business” with success or failure often coming down to how leaders manage the people dynamics of their organization. People Business is a weekly podcast focused on what it takes to build and lead a successful, profitable business by navigating the human element.
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She Means Profit

Melissa Houston

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The She Means Profit Podcast is devoted to helping entrepreneurs master their finances and launch, grow, and scale their businesses. Simple, digestible, actionable advice from Melissa Houston, an accredited CPA with over 20 years of experience. Real business owners, real talk, real solutions.
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Welcome to Inside a Millennial Mind! I'm David Storch and I'll be your host. On this channel, we'll get into the nooks and crannies of the largest generation in history. We'll dive into topics about finance, investing, culture, technology and the future. Subscribe to this channel and I'm excited for this journey together!
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FinanZe

Logan Lin

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The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!
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The CEO Podcast

Scott De Long & Vince Moiso

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Join southern California-based entrepreneurs and business leaders, Dr. Scott De Long and Vince Moiso, MBA on an inspiring journey through the world of executive leadership. This bi-weekly podcast focusing on Conversations with Entrepreneurs about Opportunity is your exclusive gateway to invaluable insights and dynamic discussions, tailored for C-suite executives, entrepreneurs, and leadership teams. 🚀 Explore a Multiverse of Leadership Topics Each week, our seasoned hosts delve into a kaleid ...
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Honeywell's The Future Is… podcast explores the future of your life and business. Listen as engineers, business leaders and experts uncover how today’s innovation will shape what’s next in sustainable technology, software, space travel and more.
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Leadership Insights

School for CEOs

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School for CEOs prepare business leaders for senior roles – purposefully, pragmatically and personally. We do this by combining expert coaches and facilitators with unique insights from our Faculty of over 90 senior leaders who have been there and done it. This podcast is designed to share some of those stories with you, inviting a diverse range of speakers from CEOs of some of the UK's most successful businesses, to elite sportspeople and military leaders.
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Learn from experts to grow your career faster with fewer struggles. From job-searching to career growth, your success doesn't have to be a mystery. Listen in for unique opportunities, insights & tips from top industry experts & more. Hosted by former Boston Globe journalist and serial entrepreneur Suzanne McDonald, connect with a wide network of pros from the Interactive Marketing Insights podcast & beyond. Brought to you by ROIinU.com: a skills-packed, live-interactive course to guide aspir ...
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The Leadership Lyceum: A CEO’s Virtual Mentor podcast series provides situational advice to a wide audience of leaders and boards of directors through conversations with those that have been there. The podcast brings unprecedented, one-on-one access to top, current and retired, CEOs and Directors of Boards and provides beneficial information and valuable insight on situational and topical issues that confront CEOs and Boards from those that have faced them before - often in dramatic circumst ...
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In this episode of The SaaS CFO Podcast, we welcome Yana Lapitskaya, the CEO and co-founder of YAI, an innovative platform designed to enhance the quality of AI-generated marketing content. With over 15 years in marketing and a successful agency exit under her belt, Yana shares her journey from agency founder to SaaS startup leader, and how her han…
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Fired. Depressed. Then tapped by the FBI. Andrew Jordan’s story isn’t a straight line - it’s a masterclass in resilience, reinvention, and building a firm the right way. In this episode, we unpack: The real story behind a $100M fraud scandal (and Andrew’s whistleblower role) How getting fired sparked the growth of Jordan CPA What it takes to build …
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Episode Summary: Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, reveals how life insurance can serve as more than just death benefit protection - it can provide tax-free retirement income, emergency liquidity, and pr…
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The world of finance and accounting is undergoing a rapid transformation, driven by technology and innovative business models. In this episode, Michael Burdick, founder and CFO of Paro, shares his insights on the evolving landscape of finance and accounting solutions. He discusses the vision behind Paro.ai, a two-sided marketplace empowering financ…
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Closing more deals isn’t about working harder—it’s about working smarter. Discover the best strategies for turning leads into paying customers without spending a dime on advertising. Home service business owners will learn how to handle objections, follow up effectively, and structure a sales process that maximizes conversions. Join host Adam Sylve…
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Susana Serrano-Davey joins Chris and Mike to share her remarkable journey from CFO to career mentor (and part-time mango farmer). They talk confidence myths, calling out hippos, and why clarity—not bravado—is the real key to career transformation. Hosted on Acast. See acast.com/privacy for more information.…
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7 clients. 30 posts. One phone. Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content. In this episode, we break down: The exact content that brought in new clients Why 3 videos outperformed 10 cold emails The $10K mistake most firms make on Instagram How to use social without being “salesy” The easiest…
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Episode Summary: In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism, Urban helps clients balance enjoying the present while planning for the future. His new book, "Wealth Your Way," challenges traditional mindsets abou…
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Being a CFO is more than just crunching numbers. In this episode of Secrets of Rockstar CFOs, Melissa Hurrington, CFO and VP of Operations at Premier Claims, shares her insights on a holistic approach to life and leadership. Melissa discusses her multifaceted role as a CFO, wife, mother, servant leader, keynote speaker, lifelong learner, and passio…
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Amber Pandya loves to help people and businesses thrive. She proves this every day in her role as Senior Director of Employee Experience at G2, where she helps employees reach their PEAK. Mentioned on the Show Connect with Amber Pandya on LinkedIn: https://www.linkedin.com/in/amberpandya Amber’s profile on G2: https://learn.g2.com/author/amber-pand…
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Tired of waiting for leads to come to you? A door-to-door marketing team can be the game-changer that fuels rapid business growth. Learn how home service business owners can recruit, train, and compensate a high-performing team that brings in 100+ leads a month—without relying on expensive ads. Master the scripts, timing, and strategies that make t…
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Chris and Mike are joined by GENCFO’s own Sophie Goad and Kira Cluer to go behind the scenes of the GENCFO Summit. From event strategy to community-building, they unpack what it means to “direct the disruption” — and why connection, content, and culture still matter more than ever in a virtual-first world. Hosted on Acast. See acast.com/privacy for…
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In today's rapidly evolving financial landscape, staying ahead requires strategic innovation. 💡 Join me for an illuminating discussion with Máté Jendrolovics, CEO and Founder at Intuitech, on a new episode of One Vision Podcast, where we delve into how modern banks can harness technology to streamline processes and enhance customer relationships. D…
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I walked off stage and knew our business had just leveled up. This wasn’t just a marketing play,it was a career milestone, a systems test, and a visibility machine rolled into one. In this episode, I break down what really happened at GrowCon 2025, from battling nerves backstage to booking deals, meeting the team in real life, and learning where ou…
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In this episode of The SaaS CFO Podcast, I’m joined by Anna Berger, founder and CEO of Trayd—a game-changing construction payroll and compliance software. Anna shares how her career in marketing and personal roots in the construction industry inspired her to tackle the toughest back-office challenges specialty contractors face, from HR and scheduli…
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Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
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Episode Summary: There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communicate it in a way that resonates with prospects. Hillary Gale, a former linguistics professor turned copywriting expert, shares insights on how advisors can transform their marketing through better mes…
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What happens when a business suddenly loses a key player or faces a supply chain disruption? That’s where Madison Insurance Group’s unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with Mark Sims and Aaron Quinn from Madison Insurance Grou…
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There are many ways to add value and have an amazing career as a CFO. In this episode, Denise W. Marks, CFO of the CareQuest Institute for Oral Health, shares her insights on navigating a successful career path in finance. Denise discusses the importance of embracing diverse opportunities, not being afraid to ask for help, and finding your own uniq…
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A sales funnel isn’t just a concept—it’s the key to turning leads into customers quickly and effectively. Learn how to structure a funnel that maximizes conversions, reduces friction, and accelerates revenue growth. From awareness to closing the deal, discover proven strategies that home service business owners can apply immediately to see real res…
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Giles Male joins Chris and Mike to talk about all things Excel, transformation, and eSports — with a side of social media, strategy, and alter egos. It's an honest, entertaining dive into how finance can level up by going back to basics. Hosted on Acast. See acast.com/privacy for more information.
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Join us on the One Vision Podcast with Chris Juneau, Senior Vice President, Head of Product Marketing, SAP Concur, as we dive into the evolving role of CFOs in the era of AI and automation. Discover how geopolitical challenges and manual processes are shaping strategies for 2025, and hear insights on leveraging AI to optimize costs and drive effici…
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Episode Summary: Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nichols unpacks how she's pioneered an approach that puts values at the center, creating what she calls "simultaneous multi-generational success" - a practice that serves clients across generations while …
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Episode Summary: In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing and Social Security representing 30-50% of retirement income for many Americans, making the right claiming decision is cruci…
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Most accountants run from sales - Vanessa ran toward it. After 9 years behind the books, she pivoted into a full-time sales role and never looked back. In this episode, we unpack her journey from accountant to closer - and the mindset shifts that made it possible. We get into: – How to make a career leap without starting over – Why mindset > tactic…
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This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end of life, but something you live every day through your financial decisions, family interactions, and the v…
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In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Amira Nakouri, co-founder and CEO of Klaimy, to share her inspiring entrepreneurial journey. With a strong background in strategy consulting for major European insurers, Amira reveals how her drive for innovation—and a spark from the rise of generative AI—led her to launch Klaimy in …
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CFO leadership in the age of artificial intelligence and rapid growth is the focus of today's Secrets of Rockstar CFOs episode, where we dive into Davinder Athwal’s journey. In this episode, host Jack McCullough chats with Davinder, who is the Former CFO of Phenom, a groundbreaking AI-powered HR technology company and unicorn based in the Philadelp…
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Michael Cupps is a productivity expert who has been in technology sales and marketing for over thirty years. He learned the importance of productivity from an early age due to his upbringing on a farm in Texas, which taught him the value of hard work, prioritization, and managing time wisely. Michael applies these lessons to his work helping indivi…
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Attracting top talent in a competitive market requires a clear strategy and intentional effort. This episode explores how to hire employees who not only meet but exceed expectations, focusing on creating a compelling culture, crafting effective job descriptions, and targeting the right candidates. Learn how to identify candidates with the right att…
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In the latest episode of One Vision — FinTech Fuse, Fabio Ardossi, founder of the House of AI, joins Theo to discuss the realities of AI implementation and the challenges of governance, and the crucial role of human-centric approach to AI. The conversation also touches on enterprise readiness, AI literacy and the issue of trust. What do we need to …
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Chris and Mike sit down with Susan Walsh, the Classification Guru, to talk about the surprisingly messy world of data and why fixing “dirty data” is more important than most leaders realize. From writing books to cleaning spreadsheets, Susan shares her no-nonsense take on how better data leads to better decisions — and why leaders need to care long…
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In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings comprehensive financial services under one roof, including integrated tax planning and wealth management. …
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Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provid…
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He scaled a firm 5x in 3 years—and didn’t burn out doing it. In this episode, James sits down with John Roberts Jr. of Attract Accounting to break down the mindset, systems, and strategy behind one of the fastest-growing firms in the country. You’ll learn: How John bought his first firm with no money down Why building SOPs before hiring paid off fa…
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In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Ibrahim Ashqar, the co-founder and CEO of Lumi AI. Ibrahim shares his impressive background in data science and AI, including his time at Deloitte and the supply chain tech unicorn Stord, before diving into why he launched Lumi. The conversation highlights the challenges companies fa…
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What does it take to lead a mission-driven, fast-growing fintech company? In this episode, host Jack McCullough sits down with Jennifer Loo, CFO of Tala, a company revolutionizing access to financial services for the global majority. Jennifer shares her career path from LegalZoom to Reformation to Tala, revealing the lessons she learned from missio…
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Financial health is critical for business growth, but knowing which financial expertise to hire can be challenging. This episode explores how to align financial professionals with business needs, covering strategies to improve cash flow, track essential metrics like gross profit, and avoid costly mistakes. Learn when to hire a bookkeeper, CPA, or C…
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Chris and Mike catch up with Steve Rosvold, founder of CFO University, to talk about why being a great CFO is about way more than just crunching numbers. From career pivots to tech trends and lifelong learning, they dig into what it really takes to lead — and stay ahead — in today’s fast-moving world. Hosted on Acast. See acast.com/privacy for more…
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In this episode of One Vision — The FinTech Fuse, we sit down with Sandeep Sood, CEO of Kunai, and Sumant Shringari, CEO and co-founder of Pontus Labs, to talk about the hot topic du jour: AI in banking operations. Discover the fascinating origin story of Pontus and their approach to enabling automation in corporate processes. Tune in to explore ho…
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Advanced Computing Chips are the engines of our digital world, and in this episode, we go behind the scenes with a true industry leader. Host Jack McCullough welcomes Shelagh Glaser, CFO of Synopsys, a company at the forefront of this technological revolution. Forget the tech jargon; this conversation dives into the human side of innovation. How do…
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What if your biggest bottleneck… was you? In this episode, James sits down with Tom Dillon of Frak Finance, a former investment banker turned fractional CFO, to unpack the real reason most firm owners stall out- and what it takes to scale beyond the “one-man band” model. You’ll learn: Why hiring before you're ready is often the smartest move How to…
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What does it mean to treat all family members fairly in terms of wealth distribution? John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics. Listeners are in for a…
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On this episode of The SaaS CFO Podcast, host Ben Murray sits down with Gus Neate, the co-founder and CEO of Wilson AI. Gus shares his unique journey from engineering and law to entrepreneurship, explaining how his experience in top law firms and in-house legal teams inspired the creation of Wilson AI—the world’s first AI-powered paralegal. Togethe…
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Keren Eldad is the author of Gilded: Breaking Free from the Cage of Ambition, Perfectionism, and the Relentless Pursuit of More. She specializes in taking high achievers out of the futility of constant pursuit and into their greatest levels of success and fulfillment. Her coaching clients include Olympic athletes, politicians, Hollywood stars, supe…
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Reaching $500K in revenue is a significant milestone, but scaling to $1 million requires strategic shifts and proven sales techniques. This episode explores essential steps for breaking through growth plateaus, including leveraging partnerships, improving pricing strategies, and building a strong sales process. The conversation highlights the impor…
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