Spend Culture: CFOs on People, Cash, and Organizations
Oct 15, 2020 42 min
Why Building a Brand is the Best Investment Against a Downturn - John Tabis, Founder & Chairman of the Bouqs Company
In this episode, John Tabis, the Founder of The Bouqs Company shares his thoughts on why building a long-lasting brand is the best investment against a downturn, and his fundraising journeys through Shark Tank and beyond. In addition, he shares why a vision-driven CFO is the best business partner a CEO can get, and what traits to look for in a CFO hire.
Sep 30, 2020 29 min
Bridging the Business Gap Between Finance and Procurement With Karthik Rama
In this episode of Spend Culture Stories, Karthik Rama joins us to chat about how procurement can find alignment with finance and work together as business partners, and how procurement leaders can successfully lead a cross-departmental digital transformation project. Speakers: Karthik Rama, Procurement Doctor Karthik is all about Procurement Transformations, with over 16+ years of experience in helping organizations from varied industries, from all over the world. He is inquisitive to understand the subtle differences in industries and regions and has a complete grasp of the Source to Pay cycle. Karthik has worn multiple hats over the years, right from being the Procurement guy to the IT guy deploying the Procurement System - this gives him an edge when speaking the language of technology to the IT teams and Procurement to the Procurement teams.
Sep 17, 2020 47 min
Procurement and Contract Management Horror Stories With Daniel Barnes
In this episode of Spend Culture Stories, Daniel Barnes chats with us on procurement and contract management horror stories he's seen throughout the years, and how to combat the biggest blockers to procurement efficiency. In addition, we chat about how procurement leaders can build a personal brand, and how to communicate the value of procurement in organizations. Speakers: Daniel Barnes, Founder of The World of Procurement Daniel Barnes is an independent commercial, procurement, and supply chain consultant that specializes in driving cost savings and adding value to your business. He is also the producer & host of the World of Procurement podcast - talking about all things procurement, supply chain, and contract management. His website, World of Procurement also provides procurement and supply chain content, tips, and thought leadership for the procurement profession.
Aug 27, 2020 38 min
How to Validate a Business Idea Before Seeking Investment Capital With Cynthia Del'Aria
In this episode of Spend Culture Stories, Cynthia Del'Aria shares the challenges of launching a startup as a tech CEO, and how to determine the product-market fit for your organization and to validate an idea before seeking investment capital. Cynthia also shares her thoughts on making the right strategic calls on investment to truly build a sustainable business that lasts even during recessions.
Aug 06, 2020 39 min
How to Fundraise and Use Your Startup Capital for Growth With Roy Stein, CEO of BabelBark
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 - Adam Metzger, Managing Manager, ACM Consultants
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.