Spend Culture: CFOs on People, Cash, and Organizations
Aug 06, 2020 39 min
How to Fundraise and Use Your Startup Capital for Growth
How to Fundraise and Use Your Startup Capital for Growth In this episode, Roy Stein, the CEO and Co-Founder of Babelbark shares how to set a healthy foundational spend culture for early-stage startups, and how to secure your first stage of VC funding - and spend it wisely to grow effectively and efficiently. Speakers: Roy Stein, CEO & Founder, Babelbark Roy Stein is the founder and CEO of Babelbark - BabelBark is a comprehensive software platform with mobile applications, intelligent cloud analytics, and marketing tools that connects owners, their dogs, veterinarians, and vendors in a comprehensive and completely integrated solution. Roy is a serial entrepreneur and former executive in companies ranging in size from public corporations with thousands of employees to idea & seed-stage startups, with a proven track record in building businesses and turning a problem or company around.
Jul 16, 2020 45 min
Category Spend Management Lessons Learned from Zuora & Salesforce - Maria Centeno, Head of Procurement, Zuora
Category Spend Management Lessons Learned from Zuora & Salesforce In this episode, Maria Centeno, Head of Procurement at Zuora shares her learnings from her many years of strategic sourcing for tech giants such as Salesforce and eBay. She tackles how to best manage marketing and tradeshow spend, and how procurement can work with finance to make the best spending decisions. Speakers: Maria Centeno, Head of Procurement, Zuora Maria Centeno is the current Head of Procurement at Zuora, a publicly-traded enterprise software company that creates and provides software for businesses to launch and manage their subscription-based services. Prior to her role at Zuora, Maria led strategic sourcing efforts at Salesforce as the Director of Strategic Sourcing and also held the role of Strategic Sourcing Manager at Ebay. Maria is a procurement leader experienced in supplier relationship management, contract negotiation, capturing supplier innovation, category strategy development, and execution.
Jul 02, 2020 36 min
How Future Driven CFOs Approach Crisis Management
How Future Driven CFOs Approach Crisis Management In this episode, Adam Metzger, Managing Partner at ACM Consultants and ex-financial trader shares his unique perspective regarding what sets top leaders apart in times of crisis and black swan events, and how to leverage the downturn as an opportunity for growth. Speakers: Adam Metzger, Managing Partner, ACM Consultants Adam Metzger has almost 20 years of leadership experience in finance & capital markets, investment management, and business development. For the past five years, Adam has been working as a fractional CFO/advisor for startups and growth-stage companies to provide them with strategic, financial, and operational guidance. His financial and operational expertise in this realm spans a diverse array of industries including saas, media, healthcare, and CPG. Previously, Adam held positions with leading trading institutions including Caxton Associates, Morgan Stanley Asset Management, BNP Paribas, and Loop Capital. Adam received his B.S. from the University of California at Berkeley where he majored in Political Economy of Industrial Societies and was Captain of the NCAA Men’s Division 1 Waterpolo Team. He and his wife, Jenny, currently live in Brooklyn, NY with their five-month-old baby.
Jun 11, 2020 32 min
5 Steps for Scenario Planning in The New Normal - Debbie Rosler, Burkland & Associates
Scenario Planning for the New Normal In this episode, Debbie Rosler, Outsourced CFO at Burkland & Associates chats with us about best practices for scenario planning, how to get started with an easy five-step approach, and the tactics to extend your runway and cash flow. Speakers: Debbie Rosler, On-Demand CFO, Burkland & Associates Debbie Rosler is an on-demand CFO at Burkland & Associates. She has 20 years of experience with companies in a broad range of industries and sizes, from early-stage start-ups to Fortune 500 Companies. With expertise in financial planning and analysis, corporate strategy and financial modeling, Debbie has helped companies establish finance and accounting functions and identify opportunities to improve business processes. She is currently working as an Outsourced CFO for several early-stage companies.
Jun 03, 2020 34 min
Lessons Learned from a Fully Remote Virtual CFO Firm – Jody Grunden, CEO of Summit CPA
Lessons Learned from a Fully Remote Virtual CFO Firm In this episode, Jody Grunden, the CEO and Co-Founder of Summit CPA shares his tips on successfully working remotely as a pioneer in the virtual CFO space, and also what well-run companies do differently from a financial perspective within a crisis. Speakers: Jody Grunden, CEO & Co-Founder, Summit CPA Group Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. He is passionate about changing the way people think about accounting. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.
May 20, 2020 27 min
How Forward-Thinking Accounting Teams are Adapting In The New Normal - Ryan Lazanis
In this episode, Ryan Lazanis, the forward-thinking founder of Future Firm shares his insights as a veteran fully remote accounting firm owner on how accounting and finance teams can adapt to the changes to remote work, and how to modernize processes for the future.
May 11, 2020 27 min
For This CFO, HR is Part of the Job - Steve Watson, CFO of CFSS
In this episode, Steve Watson, the CFO of CFSS Arizona shares his insights as the wearer of two pivotal hats - the CFO and CHRO. As a healthcare CFO, Steve shares the challenges of adapting to a remote work model, and how his essential service was able to transition. Steve also shares his passion for helping others save costs related to employee benefits when he founded Trendbreakers.
Apr 23, 2020 42 min
How to Mitigate Risk for Your Finance Team During a Recession - Helina Patience, CEO of Entreflow
In this episode of Spend Culture Stories, Helina Patience, CEO of Entreflow joins us to talk about her experience scaling Canadian tech and manufacturing organizations. implementing best practices for finance teams, and change management during times of economic downturn. Entreflow is a boutique management and financial consulting firm with a team of 18 finance legends, HR leaders and marketing ninjas. They're a licensed public practice CPA, accounting firm, licensed recruitment agency and Growth Marketing Strategy Practice.
Apr 15, 2020 36 min
Do You Have The Right Finance Role for Your Organization?
Having the right finance leader is more critical than ever in these uncertain times. John Kasian, Director of Operations at Signature Analytics breaks down the 'who does what' in key finance leadership roles, and also gives some easy to follow tips on the best internal control practices that every venture-backed company should know.
Apr 01, 2020 20 min
How to Hire Your First Procurement Executive
In this episode, executive recruitment expert Nakita Gates shares her best practices and insights on finding the right procurement leader for your organization, and what makes a strong candidate stand out amongst the rest.