GrowCFO Show

https://www.youtube.com/watch?v=ZQXCNMM0zws .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3XGL5Kr61RdspPniU8FD0B The transition to a CFO role is one of the most demanding steps in a finance leader’s career. Many newly appointed CFOs face overwhelming challenges, from building board relationships to reshaping organizational strategy, often leading to missteps and a sense of isolation. Recognizing these hurdles, this episode underscores the need for experienced guidance in the early days of CFO leadership. Jeremy Earnshaw, Executive Coach & Mentor at Clarendon, brings decades of executive finance expertise to the discussion. Through a practical and insightful conversation, Jeremy and host Kevin Appleby explore how tailored mentoring equips new CFOs with tools, confidence, and the emotional intelligence necessary to succeed. Their dialogue highlights real-world stories, actionable tactics, and the transformational impact of mentorship on both performance and well-being in the CFO suite. Key topics covered: Challenges and pitfalls commonly faced by new CFOs Importance of mentorship and coaching for new finance leaders Real-life scenarios where mentoring influenced CFO performance Key competencies new CFOs need, and how mentoring builds them The long-term benefits of investing in leadership development Links Jeremy Earnshaw on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 01:00 Introduction and importance of mentoring for CFOs 07:30 Top struggles for newly appointed CFOs 15:00 Jeremy Earnshaw’s mentoring philosophy and approach 24:10 Success stories: CFO transformations through mentoring 32:00 Actionable advice for organizations and aspiring CFOs 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=7pQsPAurZ5E .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/56xLS3vYYYDi3bsssHeBfq Understanding how to leverage artificial intelligence (AI) for rapid returns has become essential for today’s finance leaders. While many organizations invest in AI, few manage to achieve tangible value quickly. This episode tackles a critical strategic challenge: how CFOs and finance teams can deliver measurable ROI from AI initiatives within just 30 days—a key success factor for staying competitive, agile, and efficient in a fast-changing market. Kevin Appleby speaks with Dan Fletcher, CFO of Planful, to uncover the often-overlooked strategies that accelerate AI’s impact in finance. Their conversation explores the evolving landscape of finance technology, upcoming consolidation trends in the CFO tech stack, and practical steps for achieving quick AI wins. Dan also shares insights on how early, effective adoption of AI empowers finance leaders to move their teams from manual processes to strategic, insight-driven advisory roles—positioning finance as a true business partner for the future. Key topics covered: Mindset change is the hardest aspect of finance digital transformation Accurate, clean data is critical for successful AI adoption and savings AI enables finance teams to spend less time crunching numbers, more time adding value Savings are real when AI is applied to transactional and repetitive processes AI leads to more frequent, adaptive forecasting and better business partnering Boardroom strategy discussions increasingly focus on AI-driven transformation Links Dan Fletcher on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 18:47 Future trends and generative AI’s impact on finance transformation 26:46 Real-world adoption stories, efficiency gains, and lessons for fast implementation 29:21 Step-by-step advice for CFOs on launching high-impact AI projects 34:51 Preparing finance teams for new job roles and skills in an AI-driven environment 38:26 Forecasting the biggest finance leadership challenges on the horizon 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=eGwhmpyXA-U .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/2Lv2wr2B8h40VtL9K2oWH9 As AI transforms the business landscape, finance leaders are seeking practical examples of true value creation—not just hype. In this episode, Marco Torrente, Interim Group CFO at Bakuun Holdings, joins host Kevin Appleby to share real financial transformation lessons from the front lines. Marco’s candid reflections move beyond generic AI discussions to pinpoint what actually saves money, emphasizing the importance of getting digital transformation right and building team mindsets that embrace technology. The conversation explores the practicalities of starting the AI journey, including improving transactional systems and data quality, as well as how AI enables FP&A teams to shift from data crunching to value-adding activities. Marco further reveals that while AI projects haven’t yet drastically reduced headcount, they empower teams to deliver faster, more adaptive business forecasts and partner more effectively with the business. Listeners gain actionable insights on risk analysis, business partnering, and future-proofing the finance function in an era of rapid technological change. Key topics covered: Mindset change is the hardest aspect of finance digital transformation Accurate, clean data is critical for successful AI adoption and savings AI enables finance teams to spend less time crunching numbers, more time adding value Savings are real when AI is applied to transactional and repetitive processes AI leads to more frequent, adaptive forecasting and better business partnering Boardroom strategy discussions increasingly focus on AI-driven transformation Links Marco Torrente on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 03:57 Overcoming mindset challenges in tech and finance teams 07:45 How clean data and smart choices spark successful AI projects 14:48 Impact of AI on workflows—shifting FP&A from data crunching to insights 18:16 Balancing business strategy with transformation and risk 26:15 Real savings and workforce impact: redeployment not just reduction 30:04 Future plans, ongoing learning, and actionable advice 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=qZ4_Fr3a07Y .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 25:00 Forecasting amid inflation and market volatility 27:35 How AI and generative tools are redefining productivity 34:00 Future of work, training paths, and ethical concerns in AI adoption 36:35 What CFOs should know about the changing insurance 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=FyOBP_QcsLI .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 22:33 Michael’s experiential leadership program in Ireland 30:31 Finding your “flow state” and energizers outside of work 34:20 What kind of leaders benefit most from mentoring 36:16 The “ski story” — how aligning passion with leadership drives performance 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=mg1knQ7TQ_E .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 16:15 Measuring the true value and ROI of finance technology projects 19:20 Why every tech implementation should also be a transformation initiative 27:20 Using psychology and “nudging” principles to drive behavioural change in transformation 33:30 Preparing for AI: simplify processes, integrate systems, and clean your data 38:40 The limits of AI: understanding data quality, context, and validation 44:30 Looking ahead—how AI, automation, and integration will redefine the finance function 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=xOotp0bZAdU .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3CrRco4GBJsnDQYaJSiPnT 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 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=H4pb1S_bdgE .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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. 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=AYLpc5IwiOU .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 0:51:09 Final advice for businesses: be rational, organized, and build a compelling valuation story 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=AoM5IDJs7aQ&t=4s .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 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 0:51:09 Final advice for businesses: be rational, organized, and build a compelling valuation story 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=JUqhoJnH0oI .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=qL4WLMpEejI .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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. 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=sFaDrJtO-KA .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=02hn26-tQBk .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 0:33:24 The CFO’s evolving role as a chief value officer and the importance of legitimacy 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=JWB_AMZQZ4M .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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. 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Facebook Twitter LinkedIn WhatsApp Email #246 The Nonprofit CFO Playbook: Strategy, Stewardship, and Scale Tinashe Chigede, Director of Finance and Administration, SOS Children’s Villages USA https://youtu.be/ofti6Vpcyko Your browser does not support the audio element. Catherine is a finance professional with over 20 years of experience in finance and M&A across various industries in the UK, Europe, and the US. She is currently the Team Training Lead at GrowCFO and pursuing a Masters degree in Philanthropic Studies. Catherine has a background as a Chartered Accountant at Deloitte and has held key roles such as VP of Finance at Depop and FP&A lead at O2 during its merger with Virgin Media.At GrowCFO, Catherine focuses on training finance teams, providing coaching, mentoring, and overseeing Strategic Finance training courses. She is actively involved in supporting non-profit organizations through skilled volunteering programs. In her voluntary capacity, she serves as a consultant for organizations like the Cranfield Trust, The Fore, and Impetus. Catherine's passion lies in connecting finance professionals with a greater sense of purpose and developing impactful finance teams for the future. 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 managementFunding Diversification: Critical importance of developing multiple revenue streams including government funding, individual donors, and foundation grants to ensure organizational sustainabilityDonor Stewardship: Building trust through transparency, accountability, and demonstrating tangible results to maintain long-term donor relationships and secure recurring fundingMission-Financial Integration: Balancing restricted and unrestricted funding while tracking both financial KPIs and mission-driven metrics to measure organizational effectivenessPersonal Impact Leadership: Leveraging personal connection to the organization’s mission to drive authentic leadership and overcome imposter syndrome in senior finance rolesAI and Innovation: Embracing technology and artificial intelligence as powerful tools for financial analysis and strategic communication in the nonprofit sector Links Tinashe Chigede on LinkedInKevin Appleby on LinkedInGrowCFO Mentoring Timestamps 0:02:47 Introduction to SOS Children’s Villages USA mission and global impact serving 2.5 million children annually0:05:21 Tinashe’s educational background and 15+ years in nonprofit finance, plus personal connection to SOS schools0:28:39 Overcoming imposter syndrome and personal growth from beneficiary to organizational leader0:06:43 Role evolution from operational focus to strategic financial leadership and board communication0:15:00 Funding diversification strategies including government funding and donor relationship management0:25:30 Key performance indicators balancing fundraising ROI with mission-driven outcomes 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.GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here.You can find out more and join today at growcfo.net Podcast: Play in new window | Download Facebook Twitter LinkedIn WhatsApp Email Related Articles Podcast #258 From Controller to CFO: The Playbook Behind CSAA’s Transformation, Andrea Hecht, Chief Financial Officer, CSAA Insurance Group In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the... Podcast #257 The Three Hidden Traps That Stall New CFOs, Michael O’Reilly, GrowCFO Executive Coach In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a... Podcast #256 The CFO Guide to AI Hype: What To Do First, Hannah Munro, Managing Director, ITAS Solutions Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn’t understanding the technology—it’s knowing where... Podcast #255 From CFO to CEO: Lessons on Leadership, Dave Osh, Mentor In today’s rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical... Podcast #254 Why “Fractional CFO” Isn’t What You Should Be Selling James Donovan, Founder, Nine Two Media In today’s competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win... Podcast #253 Hard Work Beats Talent: Resilience Lessons for Modern CFOs Ademola Odewade, CEO, K-Dems Consulting Limited In the ever-changing world of finance, resilience and determination have become indispensable qualities for modern CFOs. In this episode of... 1 2 3 … 44 »

https://www.youtube.com/watch?v=las4ugear3s .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } 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 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 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Facebook Twitter LinkedIn WhatsApp Email #244 The Strategic CFO in the Nonprofit World Olaide Olunloyo, Head of Finance, Jesus House https://youtu.be/kn0jJKKF6Co Your browser does not support the audio element. 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 her 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. She discusses the evolution of her 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 her personal journey, including the establishment of her 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 Links Olaide Olunloyo on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 10:55 Olaide shares her journey into nonprofit finance and how purpose drives her 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 post-project surveys 49:09 Olaide discusses balancing her full-time role with running her personal foundation through strategic delegation and focus 50:52 Introduction of the “THRIVE” framework for nonprofit finance leaders, emphasizing transparency, horizontal thinking, resilience, integrity, values, and engagement 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net   Podcast: Play in new window | Download Related Articles Podcast #258 From Controller to CFO: The Playbook Behind CSAA’s Transformation, Andrea Hecht, Chief Financial Officer, CSAA Insurance Group In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the... Podcast #257 The Three Hidden Traps That Stall New CFOs, Michael O’Reilly, GrowCFO Executive Coach In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a... Podcast #256 The CFO Guide to AI Hype: What To Do First, Hannah Munro, Managing Director, ITAS Solutions Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn’t understanding the technology—it’s knowing where... Podcast #255 From CFO to CEO: Lessons on Leadership, Dave Osh, Mentor In today’s rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical... Podcast #254 Why “Fractional CFO” Isn’t What You Should Be Selling James Donovan, Founder, Nine Two Media In today’s competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win... Podcast #253 Hard Work Beats Talent: Resilience Lessons for Modern CFOs Ademola Odewade, CEO, K-Dems Consulting Limited In the ever-changing world of finance, resilience and determination have become indispensable qualities for modern CFOs. In this episode of... 1 2 3 … 44 »

Facebook Twitter LinkedIn WhatsApp Email #243 How To Get Your Team Finance Fit: Why Finance Must Evolve Now with Melanie Coeshott, GrowCFO Facilitator https://youtu.be/kST0q4krSxs Your browser does not support the audio element. 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   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 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. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net   Podcast: Play in new window | Download Related Articles Podcast #258 From Controller to CFO: The Playbook Behind CSAA’s Transformation, Andrea Hecht, Chief Financial Officer, CSAA Insurance Group In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the... Podcast #257 The Three Hidden Traps That Stall New CFOs, Michael O’Reilly, GrowCFO Executive Coach In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a... Podcast #256 The CFO Guide to AI Hype: What To Do First, Hannah Munro, Managing Director, ITAS Solutions Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn’t understanding the technology—it’s knowing where... Podcast #255 From CFO to CEO: Lessons on Leadership, Dave Osh, Mentor In today’s rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical... Podcast #254 Why “Fractional CFO” Isn’t What You Should Be Selling James Donovan, Founder, Nine Two Media In today’s competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win... Podcast #253 Hard Work Beats Talent: Resilience Lessons for Modern CFOs Ademola Odewade, CEO, K-Dems Consulting Limited In the ever-changing world of finance, resilience and determination have become indispensable qualities for modern CFOs. In this episode of... 1 2 3 … 44 »

Facebook Twitter LinkedIn WhatsApp Email #242 What Makes a Great CFO Mentor with Jen Burton, Mentor, GrowCFO https://youtu.be/xMVa9RiS_pI Your browser does not support the audio element. 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. 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: 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 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 Find out more about GrowCFO Podcast: Play in new window | Download GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net   Podcast: Play in new window | Download Related Articles Podcast #258 From Controller to CFO: The Playbook Behind CSAA’s Transformation, Andrea Hecht, Chief Financial Officer, CSAA Insurance Group In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the... Podcast #257 The Three Hidden Traps That Stall New CFOs, Michael O’Reilly, GrowCFO Executive Coach In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a... 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