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After I retired from the United States Marine Corps I had a few years of hard times trying to get on my feet and get back into the groove of being a civilian. Like many returning veterans I had to navigate not only the lifestyle change but the VA system, medical problems and mental health issues. While at the same time trying to make ends meet and keep family life stable and buffered from my internal struggles. I believe that I got lucky with my friends, family and network in general. But lu ...
 
Being a good CFO isn’t just about managing money anymore. The modern CFO is being asked to implement new technology, guide product and business decisions, and look ahead to the future. But how do you stay ahead of the curve? In The CFO Playbook, you’ll learn how world-class CFO’s and finance leaders set goals, manage teams, leverage technology, plan for the future, improve systems and processes, and so much more. Each week you’ll get insights that help you grow yourself and your company. Hav ...
 
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show series
 
When Sharon Virag became Chief Accounting Officer of customer service software company Genesys, she had already worked for Fortune 500 companies including General Electric, and served as CFO for NeoGenomics Laboratories. But for Sharon, who loves building out company infrastructure, working with an emerging organization like Genesys was just as int…
 
Maddy Devine traded consulting with multinational corporations for building startup finance teams from the ground up — and she’s never looked back. Her first finance job was consulting for Accenture, and she’s now VP of Finance at virtual conference software company Bevy. Maddy believes that the two key components of building a finance department t…
 
When Ken Goldman became CFO of Yahoo in 2012, he had more experience in business administration than accounting. But he used his background to his advantage, approaching the CFO role from a globalist perspective. To Ken, the relationship between the CEO and CFO of a company is vital to its success. A CFO’s job is to provide objective counsel to the…
 
Mark Pettit joined London-based venture capital firm Connect Ventures in 2016 as Head of Finance. Earlier this year, he was made CFO, and sees his new job as assisting the partners in making strong financial and investment decisions, putting the firm on the front line of SaaS, fintech and digital health. “My role was to come in and take as much of …
 
Don Dixon has held finance positions in startups and established organizations, been through acquisitions and IPOs, and is now CFO at DataStax. In his experience, rising to the CFO position requires understanding something much more complicated than finance: people. Once you’re at that executive position, managing numbers is a smaller part of your …
 
In October 2020, Malcolm Finn followed his conscience to chemicals company Johnson Matthey, which is transitioning its business model to focus on producing clean energy sources. As Director of Finance Operations and Control, Malcolm has been a key figure in that change. Guiding a company through such a major transition would have been challenging e…
 
Paraag Amin’s route to becoming CFO of omnichannel digital marketing company dotdigital isn’t conventional — but he believes it set him up for success. Paraag started his career as an analyst working for investment banks, beginning at Goldman Sachs and including Citi and RBS. These jobs taught him what makes a promising investment opportunity — and…
 
Andreas Melzer joined the consumer research company Quantilope two years ago and is the company’s Associate Director of Finance, which is similar to a Chief of Staff role with a finance focus. An advocate for helping SaaS startups stay on top of their finances, he published a B2B SaaS finance model that has received more than 8,000 downloads. While…
 
Now CFO of affiliate marketing network Awin, Virpy Richter has never been the kind of finance professional who prefers to hide in a corner with her spreadsheets. Not only has she worked all over Europe, for startups and big companies, she’s also held positions in human resources and legal departments. Diving into different cultures has taught Virpy…
 
Lessons we cover in this episode: Successful CFOs look at the big picture. As the source of financial truth, CFOs need to be able to look at any number and know if it’s “true” or not. Decide where you want to be on the spectrum of strategic vs operational. A good CFO needs to be a thinker and business partner, but they also need to be a doer (able …
 
Lessons we cover in this episode: As you progress in your career, your responsibility is increasingly to ask good questions - not have the right answers You should maintain a humble mindset as you grow in your career When you’re a CFO and have a firm grasp on the numbers, you often have the right answer on decisions. But in feeling that you’re righ…
 
The CFO Playbook is taking a break until April 29th, but we’ll be back then with an exciting announcement followed by more interviews with some really incredible guests. Until then, we’d love to invite you to catch up on previous episodes at cfoplaybook.com or leave us a review on Apple Podcasts, and as always, thanks for listening.…
 
After spending more than three decades in finance, Kelly Battles has come to appreciate that the budget isn’t the only balancing act CFOs have to master. The finance team needs to support the growth of the company, while also knowing when to implement limits. Kelly learned that lesson in her first operational finance role, at internet security comp…
 
Darrell Cox has 15+ years of senior leadership experience in finance and business development. As a former VP of Finance at FreshBooks, he is no stranger to growth-stage companies. His recipe for finance leadership success relies upon leveraging “Agile CFO” methodology, an iterative process adopted from software development. Now, as the CFO at Vena…
 
Talita Ferreira always dreamed of becoming a CFO before turning 30. She missed this target by five years, but she’s OK with that because she became the CFO of a company far larger than she could’ve ever imagined: BMW Group Financial Services. Talita spent more than 11 years with BMW, where she managed a team of 45 and landed amongst the top 300 lea…
 
If you enjoy nerding out over numbers but also consider yourself a people person, Anders Liu-Lindberg, co-founder of the Business Partnering Institute, has a new finance job for your consideration: business partner. “Unlike other roles in finance, business partnering is an interaction between people — whereas if you're an Accountant or a Controller…
 
Raxita Kapashi has worked in private equity for more than 15 years. Along the way, she did a stint at fintech consolidator TruFin, where she served as the group’s CFO. While at TruFin, she brought through an IPO and raised 70 million GBP ($96 million USD) in 2018. With this accomplishment under her belt, it’s no surprise numerous venture capital fi…
 
When Tom Fencl joined the Pricefx team in late 2017, the global SaaS startup had about 70 employees. Fast forward and they now have close to 400 employees stationed all over the world and have raised more than $131 million in funding. It’s safe to say Tom has played a key role in this growth. “As a CFO, it is your responsibility to make sure data, …
 
What exactly is behind the skyward trajectory of a fast-growing software company? Turns out that it’s more than just growth. In this episode of The CFO Playbook, host Rob Norman sits down with Kevin Jacobson, CFO and COO of LogicGate, which develops cloud software solutions for automating governance, risk, and compliance processes. As the first bus…
 
When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seemed profitable, but Patrick, who has been a CFO for 25+ years, took it upon himself to financially transform the company and focus on cash — not revenue and profit. The company generated between $70 mi…
 
Being a great CFO in the modern, ever-evolving business ecosystem we’re living in, requires much more than excellent money management skills. It requires the ability to implement new technologies, guide business decisions, and help steer the company towards its vision for the future. To demystify how you can do that, Rob Norman, VP of Marketing at …
 
SDP 024 Operate at a higher frequency Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Welcome to the socially disabled veterans podcast Episode #024 On this show I discuss self-care strategies that will get you operating at a higher frequency If this is your first time here consider subscribing to this RSS feed or Yo…
 
#sociallydisabled #effort #goals EPI 023 COUNSEL YOURSELF, the only way to fix your shit. Here is your MANTRA for the week: No one can make you feel inferior without your consent – Elenore Roosevelt. Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Also check out my side hustle here: Survival Hardware LLC Visit and su…
 
#SociallyDisabled #friendship #veteran SDP 022 FRIENDSHIP | A paradigm shift and a new perspective Mantra for the week. No friendship is an accident. - O. Henry (William Sydney Porter) Today we are going to put Friendship into perspective. There seems to be a lot of misinformation about what actually constitutes a friend. Of course, this is just my…
 
#SociallyDisabled #sacrifice #veteran SDP 021 SACRIFICE Hacking the universe for growth and prosperity Mantra for the week is: “Sacrifice, is the engine that keeps energy in motion” –Norseman Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Also check out my side hustle here: Survival Hardware LLC Visit and subscribe …
 
#SociallyDisabled #stoicism #veteran SDP 020 Stoicism and a letter to my sons Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Also check out my side hustle here: Survival Hardware LLC Visit and subscribe to my YouTube Channel here "Makers Movement" Check Out Buzzsprout and start your own podcast. Mantra for the week:…
 
#SociallyDisabled #personalcomparison #veteran SDP 018 Imposter Syndrome and the warrior culture Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Also check out my side hustle here: Survival Hardware LLC Visit and subscribe to my YouTube Channel here "Makers Movement" Check Out Buzzsprout and start your own podcast. .…
 
#SociallyDisabled #impostersyndrome #veteran SDP 018 Imposter Syndrome and the warrior culture Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Also check out my side hustle here: Survival Hardware LLC Visit and subscribe to my YouTube Channel here "Makers Movement" Check Out Buzzsprout and start your own podcast. Man…
 
SDP 017 Emotional confusion, the Con of the century. #congame #roadrage #bigscam Special thanks to "Unveil the Strength" for use of the song "Hells Never Over", Also check out my side hustle here: Survival Hardware LLC Visit and subscribe to my YouTube Channel here "Makers Movement" IMantra for the week: There are no facts, only interpretations. - …
 
Finding your calling and bringing it to life. The universe is organized in a way that it will deliver to us exactly what we ask for and we will attract whatever our attention is most focused on. This is an amazing fact of life that is so overlooked and under discussed that it is almost criminal. visit my web page Survival Hardware for some amazing …
 
Procrastination is probably the single most destructive force in out pursuit for a better life. All the best advice and tips in the world mean nothing without action. Without actually taking action everything is just lip service so stop procrastinating and get to work. Here are some tips to get through the hard times and get back on task. It is eas…
 
In this episode we are talking about some strategies to reset your brain and get back to being a high functioning individual. Every once in a while we need a reset. It is important to clear out the cobwebs and discard all the useless chatter that's banging around in our heads. This is my process and how I defeat the gloom and doom that comes with m…
 
#metime #selfcare #personalfulfillment Me Time: Sometimes you just gotta say fuck the world and take care of yourself. MANTRA: All I’m asking for is a little of my own time. Special thanks to "Unveil the Strength" for use of the song "Hells Never over", https://unveilthestrength.us/home Also check out my side hustle here: https://www.survivalhardwa…
 
#survivorsguilt #tamaticdeath #mentalhealth Mantra for the week “I AM A SURVIVOR, I WILL NOT BE A STATISTIC” Email me at : sociallydisabled03xx@gmail.com Special thanks to "Unveil the Strength" for use of the song "Hells Never over", https://unveilthestrength.us/home Also check out my side hustle here: https://www.survivalhardwarellc.com Visit and …
 
#zerofucks #mybestlife #confidence Email me at : sociallydisabled03xx@gmail.com Special thanks to "Unveil the Strength" for use of the song "Hells Never over", https://unveilthestrength.us/home Also check out my side hustle here: https://www.survivalhardwarellc.com Visit and subscribe to my other YouTube Channel here https://www.youtube.com/channel…
 
#avoideregret #regret #livebold We all have regret; it is an unavoidable part of the human condition. Email me at : sociallydisabled03xx@gmail.com Special thanks to "Unveil the Strength" for use of the song "Hells Never over", https://unveilthestrength.us/home Also check out my side hustle here: https://www.survivalhardwarellc.com Visit and subscri…
 
#toxicpeople #badrelationships #badfriends I cover the many degrees of toxic people and how to deal with them on an individual level. Email me at : sociallydisabled03xx@gmail.com Special thanks to "Unveil the Strength" for use of the song "Hells Never over", https://unveilthestrength.us/home Also check out my side hustle here: https://www.survivalh…
 
#covid19 #pandemic #coronavirus It's the end of the world as we know it and that's not totally a bad thing. This Covid 19 pandemic is everywhere and there is no escaping the constant bombardment on the TV, in the news, online and anywhere that you consume information. We all know that the rules are changing daily and the ways of staying safe seem t…
 
MANTRA: ENVY IS THE ROOT OF ALL EVIL. o The only useful comparison is myself now to myself yesterday. o Admire but don’t compare, comparison is counterproductive. o If the feed makes you envious then stop following it. o Who do you envy and why? o You don’t know what is going on behind the scenes. o Attention and admiration are both modern currenci…
 
#mindfulness #journaling #Lawofattraction In this Podcast we get into the nitty gritty details of practicing mindfulness and being present in the moment. Of course I will talk about goals but but they are in the future and you cannot sacrifice the NOW for the goals. Live, Love and be happy right here and right now and your goals will be here before…
 
#lawofattraction #goodthings #carma How do you condition your mind to make your dreams come true? Come see the Law of attraction in action. In this episode we discuss the tangible benefits of the law of attraction. Also, the little things that we can and should be doing daily to make all that we desire come to us. Bet that you didn't know everythin…
 
#ptsd #iamnotbroken #mindgames Have you been told that you are broken? Here is the truth that no one wants to admit. Today we are discussing the broken vets syndrome that is plaguing not only the US but the entire world. The damage that it is doing not only to the public at large but the veteran community as a whole. Are the symptoms of PTSD a bles…
 
#gratitude #thankyouforyourservice #formeractionguy Will gratitude actually change your entire life? Today we going to discuss the military award system and how it has affected our expectations for future accolades. Gratitude is not freely given in the military and we are starved of it for the most part. As veterans we can drastically alter our liv…
 
#murphieslaw #planning #militarydischarge Did you exit the military without a plan? Come get some fat goals. No plan survives the first contact in tact. Did you exit the military without a plan? Come get some fat goals. Here we discuss the issues with leaving the military without a plan and more importantly what to do if you don't have a plan. What…
 
#combatveteran #mentalhealth #transitionassistance What is this psychobabble? Welcome to the Socially Disabled VETERAN Podcast. This is the introductory episode and I just want to introduce myself and a little about what I hope to accomplish with this podcast. Special thanks to "Unveil the Strength" for use of the song "Hells Never over", https://u…
 
#humanbehavior #mantra #mentalmeme How do you get past holding a grudge? Here is what I do. Never contribute to malice what can be explained by ignorance or incompetence. In this video I explain some of the very basic coping strategies that I have used to function in civilian society after I posted with DD214 in hand. This is an overview of the thi…
 
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