GrowCFO Show

https://www.youtube.com/watch?v=8i6KEoQt1PQ https://open.spotify.com/episode/31OO5n3ePbBErPCklIhUim For modern finance leaders, staying offline is no longer a neutral choice. In an environment where boards, CEOs, and recruiters routinely research candidates before they ever meet them, a CFO’s digital presence has become a critical part of their professional reputation. This episode explores why even the most technically strong CFOs risk being overlooked if their expertise is invisible online—and how a thoughtful, strategic presence can amplify their impact, influence, and career opportunities. In this episode, Kevin Appleby interviews Wassia Kamon, Chief Financial Officer at ACE, on why modern CFOs who remain offline are increasingly being overlooked for senior roles and strategic opportunities. Wassia explains that technical excellence and a strong CV are no longer enough on their own; in a world where boards, CEOs, recruiters, and investors routinely research leaders online, a CFO’s digital footprint now forms a critical part of their professional reputation. The discussion positions online presence not as vanity marketing, but as a strategic leadership tool for signalling credibility, expertise, and relevance. Wassia breaks down how finance leaders can translate their offline achievements into a thoughtful online narrative, especially on platforms like LinkedIn. She explores the risks of staying invisible—missed promotions, fewer board invitations, and weaker influence in the market—and contrasts that with the compounding benefits of controlled visibility: attracting better opportunities, shaping industry conversations, and building trust at scale. Throughout the episode, she offers practical, realistic steps for time-poor CFOs to build a presence that aligns with their values, protects their reputation, and supports both their organisation’s brand and their own long‑term career. Key topics covered: Why relying on “my work will speak for itself” is dangerous for CFOs in an era where decision‑makers research leaders online before ever speaking to them. The specific ways a weak or non‑existent LinkedIn presence can cause a CFO to be passed over for roles, speaking engagements, and advisory positions. How CFOs can reframe personal branding as professional positioning—focusing on credibility, clarity of message, and service to stakeholders rather than self‑promotion. Practical tactics for busy finance leaders to build an online presence in under 30 minutes a week, without feeling inauthentic or overly self‑promotional. The role of thought leadership content (posts, articles, podcast appearances, panels) in signalling strategic capability beyond accounting and control. How a visible, values‑aligned online presence helps CFOs attract better talent, influence key external stakeholders, and future‑proof their careers against rapid change and AI disruption.  Links Wassia Kamon on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  00:00–03:00 – Introduction: why staying offline is no longer a neutral choice for CFOs and how visibility influences who gets noticed for top roles. 03:00–10:00 – Wassia’s perspective on how boards, recruiters, and CEOs research candidates online and what they expect to see from a modern finance leader. 10:00–18:00 – Breaking the “I’m not a marketer” mindset: reframing personal branding as risk management, professional positioning, and stakeholder communication. 18:00–28:00 – Concrete examples of simple, repeatable LinkedIn habits CFOs can build—profile optimisation, commenting, and sharing expertise in a low‑friction way. 28:00–36:00 – How visibility ties directly into influence: winning internal sponsorship, attracting external opportunities, and shaping perception of the finance function. 36:00–44:00 – Final playbook: a realistic weekly routine for CFOs to maintain an online presence without sacrificing core responsibilities. 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=EF8e-rMB7So https://open.spotify.com/episode/3kYIPViq648aqBM8MzHlcM Scaling quickly is every growth company’s dream, but it’s also the phase where finance is under the greatest threat. Rapid headcount expansion, evolving pricing, complex contracts, and rising investor expectations all hit at once—and every weakness in your finance stack is amplified. Understanding why this phase is so dangerous, and how to design the right controls, systems, and billing infrastructure, is critical if you want to protect cash, avoid revenue leakage, and build a resilient, investor‑ready business. In this episode, Kevin Appleby talks with Shadid Talukder, Strategic Finance Lead at Posh AI, about why the fastest phase of scaling is also the most dangerous for finance. They explore how a lean three-person finance team manages rapid ARR growth, complex enterprise contracts, and investor pressure for both growth and efficiency. Within Posh AI’s finance stack, Zenskar plays a central role in billing and revenue recognition for a complex SaaS business selling into banks and credit unions. As pricing and contract structures evolved—across monthly, annual, and multi‑year deals—manual spreadsheets became too risky and operationally heavy. Zenskar now acts as a single system of record for contracts, subscriptions, line items, and future invoices, forecasting and scheduling billing over the life of each deal. This dramatically reduces manual reviews, mitigates missed invoices and revenue leakage, and lets Posh scale billing complexity without proportionally scaling finance headcount or operational risk. Key topics covered: Zero-to-one finance in a fast-scaling AI startup: Shadid joined Posh AI when “the books were literally empty” and helped the company triple ARR while building financial models, reworking an initially non-scalable chart of accounts, and installing core finance processes from scratch  Scaling headcount vs. VC expectations and burn: As Posh grew from ~30 to ~80 FTEs, shifting VC expectations forced a move from “growth at all costs” to tighter burn multiples, proving that rapid scaling without disciplined financial guardrails quickly becomes dangerous for finance  Running a modern finance org with a very lean team: Posh operates with a three-person finance function—SVP Finance, Strategic Finance (Shadid), and Accounting—where no work is “above” anyone, and leaders still handle AP/AR emails themselves, demonstrating what lean but high-caliber finance looks like in practice  Zenskar as a critical control for complex SaaS billing and revenue: To cope with complex, evolving pricing and a mix of monthly, annual, and multi-year contracts, Posh implemented Zenskar as a centralized system of record for contracts, subscriptions, and future invoices—significantly reducing the risk of missed billings and revenue leakage that could materially distort burn and board reporting  Deliberate restraint in tooling and tech stack: After initially “buying software like crazy,” Posh reversed course, cutting underused tools and adopting a strict standard that any new system must have a foundational, clearly justified use case; core stack is QuickBooks + spreadsheets + Zenskar + Ramp, with careful use of GPT for productivity rather than headcount replacement  Balancing growth, profitability, and dilution risk: Shadid outlines that the next phase is defined by sustaining growth while pushing toward profitability, making every incremental hire and dollar of software spend a high-stakes decision—especially when additional fundraising brings dilution, complex cap-table dynamics, and heightened investor pressure for returns About Posh AI Posh AI is an AI‑native SaaS company focused on transforming customer engagement for banks and credit unions. By combining conversational AI with deep domain knowledge of financial services, Posh helps institutions automate routine interactions, deliver personalized experiences, and operate more efficiently, while meeting the strict reliability and compliance standards of regulated industries. About Zenskar   Zenskar is a billing and revenue platform built for modern SaaS companies with complex pricing and contracts. At Posh AI, Zenskar serves as the single source of truth for all customer contracts, subscriptions, and invoice schedules. Once a deal closes, the finance team loads key terms into Zenskar, which then automates invoicing over the contract term. By moving off spreadsheet‑driven billing, Posh AI uses Zenskar to: Reduce manual billing work and one‑off reviews Prevent missed or incorrect invoices that can distort burn and board reporting Confidently support varied billing cadences and sophisticated deal structures This makes Zenskar a core control mechanism that enables Posh to scale faster while keeping finance lean and tightly governed. Links Shadid Talukder on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:00–0:04 Kevin introduces Shadid Talukder and his Strategic Finance role at Posh AI. 0:02–0:04 Shadid shares how he built finance from zero as Posh AI tripled ARR. 0:04–0:06 Posh scaled from ~30 to ~80 FTEs as investor focus shifted to burn efficiency. 0:09–0:11 Posh runs a full finance function with a three-person, hands-on team. 0:11–0:15 Shadid explains why Posh relies on QuickBooks, spreadsheets, and simplicity. 0:15–0:19 Zenskar became the system of record for managing complex SaaS billing and contracts. 0:19–0:23 After overbuying tools, Posh adopted strict controls to keep the stack lean. 0:22–0:23 Custom scripts and APIs replace traditional FP&A platforms. 0:23–0:26 GPT tools are used to boost productivity without adding headcount. 0:27–0:30 Shadid outlines the challenge of growing fast while staying within spend guardrails. 0:30–0:34 The discussion covers Series B trade-offs, dilution, and investor expectations. 0:35–0:38 Shadid reflects on decision pressure and the importance of founder trust. 0:38–0:40 He explains how he operates a high-impact finance role remotely with periodic in-person sessions. 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=HnQ5K1BNAl8 https://open.spotify.com/episode/0Rtn6WPqsCzQmMDOZOSnmV Nonprofit finance often lags behind its for-profit counterpart due to structural funding constraints, donor reporting requirements, and historical expectations of finance as a back-office cost center rather than a strategy partner. This episode examines why nonprofit financial leadership is perceived to be about a decade behind and outlines concrete ways to modernize the CFO role—shifting from retrospective accounting to forward-looking strategy, donor partnership, and operational rigor that sustains mission at scale . In this episode, Kevin Appleby hosts Ilana Esterrich, a GrowCFO Mentor and experienced nonprofit CFO, for a practical discussion on elevating nonprofit finance. Esterrich draws on a career spanning consulting, large corporates, and mission-driven organizations to explain how nonprofit finance must evolve from traditional, retroactive accounting to a strategic, value-creating function. She underscores that “no money, no mission,” and argues for disciplined investment in back-office capabilities—finance operations, legal, and technology—to build a foundation that enables programs to scale sustainably . Kevin and Ilana discuss the growing expectations on nonprofit CFOs: scenario planning, interpreting donor intent, creative application of restricted funds, and partnering closely with development leaders. Esterrich also emphasizes people-centric leadership, shaped by her military background, and the importance of mentoring CFOs transitioning from “scorekeeper” to strategic leader. The conversation offers actionable insights for closing the perceived 10-year gap with for-profit finance, focusing on operational efficiency, stakeholder communication, and aligning finance with mission outcomes. Key topics covered: “No money, no mission”: nonprofits need a growth mindset and disciplined investment in back-office foundations to scale programs responsibly  Why nonprofit finance lags: CFO roles historically centered on backward-looking reporting versus forward-looking strategic architecture Closing the gap: scenario planning, clarity on donor intent, creative use of funds, and operational efficiencies that reduce the cost to raise a dollar  Donor partnership: educating funders on the true cost of delivery and the need to resource “admin” to strengthen mission outcomes  Evolving CFO leadership: influence beyond finance, managing larger teams, and aligning finance early with strategy discussions   People-centric finance leadership: mission-first lessons from the military and mentoring the next generation of nonprofit CFOs    Links Ilana Esterrich on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:03:03 — “No money, no mission” and the case for investing in back office to strengthen program delivery  0:05:59 — Navigating donor-imposed admin limits and bringing donors into the operational reality  0:07:47 — CFO partnership with development and the shift toward direct donor engagement and reporting design  0:08:56 — Why nonprofit finance is ~10 years behind and the move from scorekeeping to strategic CFO  0:11:53 — Mentoring focus: helping CFOs become strategic value creators and people leaders  0:18:41 — Military-informed leadership principles applied to modern nonprofit finance teams  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=_jWsLnnmcjA https://open.spotify.com/episode/0eoBcoM5gpdCjP3muHxCrQ In an era where CFOs are central to shaping valuation narratives, the “data cube” has emerged as a strategic edge. By unifying finance, commercial, and operational data into a single source of truth, CFOs can evidence revenue quality, retention, and growth levers with precision—thereby strengthening diligence readiness and elevating enterprise value. This episode unpacks how a robust data cube turns scattered systems into defensible metrics and actionable insights, enabling CFOs to move from reporting history to architecting valuation outcomes.  In this episode, Kevin Appleby hosts David Whitcombe, Founder and Managing Director of Data Vision Services, to examine how a “data cube” becomes the CFO’s secret weapon in private equity exits. Whitcombe outlines the cube as a unified, governed layer that integrates ERPs, CRMs, and operational sources to produce investor-grade metrics. By clarifying revenue quality, customer concentration, retention, and compounding dynamics, the cube enables CFOs to communicate valuation drivers credibly and consistently across diligence and board forums. The discussion explores the practical path to building this capability—data discovery, mapping, and cleansing—along with realistic tooling from spreadsheets to modern integration stacks like Fivetran and DBT. The conversation also reframes the CFO role: beyond backward-looking reporting, a well-run cube supports forward-looking decision-making, ongoing value creation, and scalable insight for the wider organization. They touch on the promise of AI to democratize insights if it delivers action over noise, and on the skills and training needed to maintain the cube post-exit without costly org changes. Key topics covered: The data cube as a single source of truth connecting ERPs, CRMs, and ops data to produce investor-grade metrics and drive higher valuations  How the cube answers diligence-critical questions: revenue quality, customer concentration, retention, and growth compounding  Three valuation pathways: clearing tech due diligence, telling the metrics story credibly, and enabling better decisions that create value  Practical build: finding hidden data, mapping across systems, cleansing for consistency, and using modern integration tooling  CFO evolution: from reporting to proactive strategy, with AI poised to democratize insights when focused on actions  Sustainment after exit: skill mix for maintaining the cube and training existing teams over new headcount  Links David Whitcombe on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:01:41 — Defining the “data cube” and why CFOs need a single source of truth for exits  0:02:43 — Proving revenue quality, retention, and growth; valuation impact pathways  0:05:36 — Data discovery, mapping, and cleansing across fragmented systems  0:09:50 — Early preparation to avoid integration gaps derailing exit readiness  0:16:02 — AI’s role in democratizing insights and enabling action-oriented analytics  0:19:07 — The evolving CFO: from reporter to strategist with a durable data platform  0:25:45 — Training and maintaining the cube post-exit with existing team capabilities  0:27:46 — Wrap-up and next steps, reinforcing ongoing value creation beyond the exit  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=oUuZyQZl1bI https://open.spotify.com/episode/7mFdcXjDTwb48H7AwuptDP In this episode, Kevin Appleby hosts Acterys leaders Eric Reyhle (SVP Global Alliances) and Manuel Marcos (Regional Director EMEA/LATAM) to explore 2026: The Six Defining Challenges for the Office of the CFO. The conversation opens by underscoring why 2026 is a pivotal inflection point: the convergence of mature enterprise data platforms (e.g., Microsoft Fabric), governed data foundations, and practical AI that elevates finance from historical reporting to forward-looking decisioning. The guests frame AI’s promise and risks candidly—AI is transformative, but only as trustworthy as the underlying data and governance that feed it. Across the discussion, Eric and Manuel translate technical change into finance impact: continuous planning over static, snapshot budgeting; predictive and scenario-driven decisions over backward-looking reporting; and a shift from spreadsheet “systems of record” to governed, auditable platforms that keep Excel/Power BI as the familiar front-end. They emphasize cyber resilience as a CFO mandate with direct P&L and valuation consequences, and outline a pragmatic path: modernize the data foundation, embed governance, enable real-time write-back and scenario modeling, and apply AI to augment—not replace—finance judgment. The result is a finance function positioned to deliver strategic foresight and resilient performance in 2026 and beyond. Key topics covered: Why 2026 is the inflection point: convergence of AI, governed data, and enterprise platforms like Microsoft Fabric. From historian to pilot: AI automates consolidation/reconciliations and unlocks predictive forecasting and rapid scenario modeling. Keep Excel/Power BI; fix the back end: shift from spreadsheet “system of record” to governed, auditable, AI-ready data with real-time write-back. Cyber resilience is a CFO issue: attacks translate directly to P&L, cash flow, and valuation—governance and access control are non-negotiable. Continuous planning replaces static snapshots: always-on data flow enables weekly/biweekly scenario refreshes and faster decisions. Practical impact: 50–70% reduction in manual consolidation effort; 3–5x faster planning cycles; instant “what-if” responses for leadership. Links Eric Reyhle on LinkedIn Manuel Marcos on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:03 Why 2026 is pivotal: AI goes mainstream as data platforms mature; finance and IT must converge. 00:11 Finance’s shift: from manual reconciliations to predictive forecasts, anomaly detection, and rapid scenario simulations. 00:16 Keep Excel/Power BI; govern the data: front-end familiarity with a secure, auditable back end and real-time write-back. 00:22 Data lake/warehouse/mart “kitchen” analogy for finance–IT alignment and model design. 00:23 Cybersecurity as a CFO mandate; the real risk of uncontrolled spreadsheets vs. governed environments. 00:35 Quantified benefits: 50–70% less manual consolidation; 3–5x faster forecasting/budgeting; instant “what-if” analysis. 00:39 Continuous planning defined: why snapshots are obsolete and how always-on data enables dynamic plans. 00:45 Microsoft Fabric as connective data tissue; build on the stack users already know 00:47 From reactive reporting to strategic foresight; leveraging granular operational data for predictive decisions. 00:53 What differentiates 2026 leaders: modern data foundations, governance, AI augmentation, and cross-functional collaboration. 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=Ag1fw0H2rwU https://open.spotify.com/episode/33PbwJ8JaoPUFiqjijSl10 In this episode, Kevin Appleby hosts GrowCFO Mentor Lee‑Wen Chan to explore the confidence blueprint every new CFO needs. Drawing on a 40-year trans-Pacific career spanning Deloitte Taiwan, FedEx, and ultimately a history-making CFO appointment at NTT Communications, Lee‑Wen distills how new finance leaders can build durable confidence, overcome imposter syndrome, and translate financials into business impact. Her story threads together cultural dexterity, executive coaching, and practical leadership habits that help CFOs step into influence quickly and credibly.  The conversation focuses on how confidence is learned and operationalized: knowing one’s strengths, confronting low-confidence areas, and using clear business language that resonates across functions. Lee‑Wen shares how executive coaching refined both her capability to operate as a CFO and her ability to communicate as one—offering pragmatic guidance for newly appointed CFOs who must move from technical mastery to strategic partnership, change leadership, and people empowerment. Key topics covered: A first-principles confidence blueprint: “be comfortable in your own skin,” know your strengths, and deliberately shore up low-confidence areas to maximize influence.  Confronting imposter syndrome with structure: targeted executive coaching for “being a CFO” and “communicating as a CFO.” Translating finance into business action: simple narratives that resonate (e.g., “$1 cost saving equals $4 of sales to hit the same bottom line”). Cultural agility as a leadership multiplier: thriving across Taiwanese, American, and Japanese corporate contexts; first non‑Japanese CFO at NTT. Strategic impact through proximity to the business: learning sales/engineering to make financial data genuinely useful and forward-looking. Change leadership at scale: FedEx supply chain expansion to 20+ countries; building regional hubs and accelerating learning under pressure. Links Lee-Wen Chen on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:03:29 From master’s graduate to CFO: mentors, adaptation, and the stepwise journey to the first non‑Japanese CFO at NTT. 0:07:37 Lessons from Japanese leadership: zooming out to strategy, zooming in to detail, and reading between the lines. 0:12:17 The confidence blueprint: self-respect, truth-telling, leveraging strengths to counter low-confidence areas. 0:13:56 Tackling imposter syndrome: why new CFOs struggle and how executive coaching accelerates confidence. 0:17:01 Making finance useful: business-first framing (the “$1 saves equals $4 sales” clarity test). 0:18:42 Strategy via business partnership: learning sales/engineering to turn numbers into decisions. 0:19:55 Change leadership case: FedEx global supply chain expansion and accelerated capability building. 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=hj4Io4us81k https://open.spotify.com/episode/5qgEZZxdGgOTL9SqbWsxIH Stepping into the CFO seat concentrates pressure, confidentiality, and ambiguity—often without a true peer group. In this episode, GrowCFO Mentor Andrew Tapson joins host Kevin Appleby to unpack why first-time CFOs experience isolation and how to build the scaffolding that restores clarity and confidence. Tapson explains how the role’s breadth, the need to “translate” across functions, and the lack of consequence-free spaces to test thinking create a unique loneliness—one that mentoring, selective networks, and practical operating rhythms can directly solve. Tapson blends four decades of finance leadership with a mentor’s mindset: create safe space, build a relevant network, and develop emotional intelligence to navigate complexity. He shares real-world practices to replace isolation with support—designing a personal advisory circle, investing in relationships that open doors, and delegating to protect strategic attention. The result is a pragmatic playbook for new CFOs to gain momentum, credibility, and durable resilience in their first 90–180 days. Key topics covered: Why new CFOs feel isolated: pressure, confidentiality, breadth of remit, and no safe sounding board Mentoring vs. coaching: creating a consequence-free space to talk through mistakes and options Build a selective, relevant network that opens doors and accelerates problem-solving Emotional intelligence and “translating the room” as core CFO capabilities Delegation and focus: moving from detail to enterprise-level decisions First steps: set up advisory rhythms, stakeholder access, and early-win narratives Links Andrew Tapson on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 03:52 Mentoring vs. coaching; creating a safe space for new CFOs 06:37 From cost-cutting to growth levers; solving problems with lateral thinking 11:15 Designing a selective, useful network for support and access 23:12 Emotional intelligence and staying relevant amid rapid change 28:30 Delegation, scope shift, and protecting strategic attention 33:2 The future of CFO mentoring and structured support systems 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=r6TdUunLask https://open.spotify.com/episode/0a1JMPvXGUGhD6A8gC7E8m Influence is earned long before numbers hit the board pack. In this episode, Catherine Clark, GrowCFO Mentor, reframes influence as the practical outcome of deliberate connection. She and host Kevin Appleby unpack how remote and hybrid work have thinned everyday rapport, making it harder for finance leaders to shape decisions, mobilize teams, and retain talent. Their premise is simple: influence compounds when CFOs intentionally build trust, recognition, and emotionally intelligent dialogue across stakeholders. Catherine offers a playbook for finance leaders to operationalize connection: stakeholder mapping early and often, creating unstructured time for human conversation, signaling appreciation consistently, and showing up with presence—even through a screen. The episode highlights how small, repeated behaviors (gratitude, active listening, regular check-ins) turn into strategic leverage: faster alignment, better decision inclusion, higher engagement, and materially improved performance environments for finance teams and their partners. Key topics covered: Why remote/hybrid erodes spontaneous trust, and how CFOs can rebuild it with intentional routines Stakeholder mapping and early relationship-building as core influence mechanics, not “nice to haves Recognition and gratitude as low-cost, high-impact leadership signals that boost engagement and retention Emotional connection and presence (active listening, curiosity) driving performance and decision quality Practical cadence: unstructured touchpoints, pre-alignment conversations, and regular reconnection rituals Cultivating a culture of connection—small, repeatable behaviors that scale influence across the organization Links Catherine Clark on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 04:14 Remote/hybrid realities: the connection gap and its impact on leadership/retention 12:00 Relationship strategy: stakeholder mapping and early outreach to accelerate trust 27:42 Recognition and gratitude as influence multipliers 35:31 Emotional connection, interference removal, and performance outcomes 44:48 Building an organizational culture of connection and shared values 46:37 Final actions: small, consistent behaviors that compound into influence Want to go deeper? Catherine Clark isn’t just a podcast guest — she’s GrowCFO’s Lead CFO Mentor and one of our most in-demand mentors, consistently rated highly for her ability to help first-time CFOs build confidence, influence, and strategic presence. 👉 Learn more about Catherine and her mentoring approachhttps://www.growcfo.net/mentors/catherine-clark/ If you’re stepping into your first CFO role — or preparing for one — Catherine also leads the GrowCFO CFO Program, a 12-month development journey designed specifically for first-time CFOs who want to: Strengthen executive presence and board-level influence Build confidence in high-stakes decision-making Shift from technical excellence to strategic leadership 👉 Explore the CFO Programhttps://www.growcfo.net/cfo-program/ 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=ZQXCNMM0zws 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 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 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 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 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 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 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 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 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 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 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 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