PODCAST · business
Financial Acumen
by Richard Outram
Inside the mind of a CFO- Corporate and Personal Finance made simple.
Episodes
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FUNDED: Know Your Numbers. Own Your Story.
Investors don't fund your numbers....they fund the story you tell with them, and the confidence that makes it credible. My guest Regina Madigan, has sat on the other side of that equation for over 25 years. She's a CFO who's walked companies through multi-million dollar capital raises, an IPO…
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What Board Members Need to Know About Finances
In this conversation with George Pita, retired Fortune 300 CFO, a current serving Independent Board Member and Audit Committee Chair for a public company, as well as Board Member & Strategic Advisor to private and public companies, we discuss role clarity and essential skills required of board...
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CPA Practice Transitions: Preserving Clients, Staff, and Legacy
In this episode of the Financial Acumen podcast with Rishi Gautam, CPA, Co-Founder & Director of Venning Advisors we discuss how firm owners can successfully transition their practice while preserving what matters most: client trust, team culture, and long-term legacy. Tune in as we unpack: •…
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Winning High-Value Clients: The Human Connection Advantage
In this conversation with Doug Brown, CEO of CEO Sales Strategies & Author of Win-Win Selling, and the creator of the Double Your Sales Methodology, he shares his wisdom bytes on how business leaders and sales professionals can shift from transactional sales tactics to authentic...
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What Makes a Great Pitch Deck?
In this discussion with Stephane Nasser Co-Founder of Open VC , we discuss the components of a great pitch deck including storytelling, content and design, financial projections, risk and scalability and the "call to action." This is a must see podcast for entrepreneurs seeking capital from an...
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What is the Difference Between Investing and Speculating?
In this discussion with Ivan Illian, AIF, CFS, Founder and Chief Investment Officer for Aligne Wealth Advisors, a best selling author of the book “ Success as a Financial Advisor for Dummies.” and an official member of the Forbes Finance Council, we discuss the difference between investing and...
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How to Navigate the Emotional Aspects of Selling Your Business
In this episode, David McCombie, Founder and CEO of McCombie Group, an M&A advisory firm that helps mid-market business owners sell their life's work at the best possible price and terms, and the author of the recently published book, "Selling Your Business with Confidence.”, helps us unpack the...
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The Core Competencies of a World Class Finance Organization
In this discussion with Thomas Garrett, CEO and Founder of TLGarrett, Executive Coaching & Consulting and Fortune 500 CFO, we discuss what it takes to build a world class financial organization and Office of the CFO, including core competencies, executive and leadership attributes and navigating...
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How to Build a Governance Framework for Generative Ai
Unlocking Responsible AI: Navigating GenAI Adoption with a pioneer Risk Governance Framework! In this conversation with Jason Pikoos, Managing Partner, Client Experience and Ai Thought Leader at Connor Group, we discuss a pioneering enterprise risk framework for generative AI (GenAI) which…
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How to Evaluate Commercial Real Estate Opportunities
In this conversation with Jonathan Kingsley, Vice Chairman at Colliers and a veteran of the commercial real estate industry, we discuss the key considerations when evaluating commercial real estate opportunities, including strategic, financial, operational, risk management, and industry/market...
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How to Scale Your E-Commerce Company and Maximize Exit Value
In this conversation with Gamal Codner, CEO Founder of Codner Inc, an e-commerce coach and consulting company he shares his wisdom bytes on how to scale & exit e-commerce brands for maximum value. In addition to brand building and optimizing operational performance, we cover a broad array of...
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How Do Banks Assess the Creditworthiness of Your Business?
In this episode with Shawn Sackman, Commercial Banking Leader for Regions Bank, we discuss the process and key factors that banks consider when assessing the creditworthiness of your business and candidacy for debt financing. We explore a number of areas including financial metrics, credit…
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Know Your Number: The Fundamentals of Business Valuation
In this conversation with Gus Perez, Partner and National Leader Valuation Services for Cherry Bekaert, we discuss the various techniques to value businesses as well as strategic, risk and operational considerations to improve business value.
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What Critical Financial Controls Must Start Ups Have?
In this podcast episode with Nicole Fernandez McGovern, President RCM Financial Consulting and Board Member MGO Global Inc, we discuss the importance of implementing strong financial controls, processes and systems in start up companies. We also cover best practices to ensure transparency and...
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Entrepreneurial Finance 101: Avoiding Profit Leaks
In this conversation with Howard Shore CPA, Founder & CEO of Activate Group, which helps ambitious and high growth companies scale up, increase profit and improve management through executive and business coaching. He is a best selling author of “The Leader Launchpad” and “Your Business is a…
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Are You Ready for Entrepreneurial Wealth?
In this conversation with Pete Fernandez, Managing Director & Wealth Partner at J.P Morgan Wealth Management, we discuss the key wealth considerations entrepreneurs face before and after a major liquidity event, including uses of capital, legacy planning, risk and opportunity analysis, and...
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Getting Your Accounting House In Order For Strategic Change
In this conversation with Scott Mager, Market Managing Partner at Grant Thornton, South Florida, we discuss getting your accounting and administrative house in order, especially in anticipation of strategic changes such as growth, IPO, exit sale, succession transition, or business relocation.
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What I Learned about Business Finances from a “Non Financial” Entrepreneur.
In this first of a two part episode with Emil Stefanutti, Founder & CEO of Shoppr.tv and over 20 years as a highly successful entrepreneur in the tech, media and design industries, who despite starting with little financial background, managed to learn and build his financial acumen to help build...
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Lessons From Successful Turnarounds
In this conversation with Matias Campiani, Vice President of Business Development for Aurelius, he shares his approach to assessing struggling companies which are candidates for value investing and then executing the turnaround. We discuss the deadly business killers and how to overcome them,...
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Navigating Employer Sponsored Health Benefit Plans
In this episode with Matt DiGregorio, Partner at Lockton, we discuss the financial evaluation of Employer Sponsored Health Benefit Plans including plan design, key metrics and communication to the workforce. Matt shares his wisdom bytes on how to make informed decisions that benefit both your...
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What is Your Ownership Transition Strategy?
In this conversation with Leah Turnbull, Managing and National ESOP Practice Lead with BMO Corporate Advisory, we discuss the spectrum of ownership transition and liquidation strategies ranging from dividend recapitalization, share repurchases, ESOP's to complete sale of a business.
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Choosing the Right Business (Tax Efficient) Entity
In this conversation with Mark Chaves, International Tax Partner at Marcum LLP, we discuss different business entities and considerations for choosing the ideal structure for tax efficiency, compliance and tax planning strategies.
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How to Design a Sales Compensation Plan
In this episode with Mark Donnolo, Founder & CEO of SalesGlobe, we discuss the steps to design an effective sales compensation plan that aligns with strategic objectives, as well as his wisdom bytes on avoiding common pitfalls in the process.
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The Different Stages of a Capital Raise
In this episode with Jahn Karsybaev, Co-Founder & Managing Partner at Blue Sky Capital, we discuss the different stages of capital raises, and the benefits of each stage. We'll also take a 360 journey of the process before and after the raise, as well as structuring deals and the risk/reward...
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How to Prepare Your Company for a Sale
It's one of the most important events in a business lifecycle and for Stakeholders. In this conversation with John Caple, Founding Managing Partner at Hidden Harbor Capital Partners Private Equity Firm, we discuss best practices for a sale process, key financial drivers of enhanced exit value…
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What an Annual Report Can Tell You
In the episode, Richard provides insights on how to read and Annual Report and assess the health of a business.
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Tracking Profitability
In this episode, Richard describes how the different measurements of profit are tracked in financial statements and what it means to assess business performance
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The Triple Financial Overlap
In this episode, Richard introduces "The Triple Financial Overlap" and the keys to making money in your business.
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Insights into Financial Statements
In this episode, Richard introduces the financial statements and how to use them for the triple overlap.
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What is Financial Acumen and why is it important?
In this first episode of the series, Richard explains the "what" and "whys" of Financial Acumen.
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ABOUT THIS SHOW
Inside the mind of a CFO- Corporate and Personal Finance made simple.
HOSTED BY
Richard Outram
CATEGORIES
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Frequently Asked Questions
How many episodes does Financial Acumen have?
Financial Acumen currently has 30 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Financial Acumen about?
Inside the mind of a CFO- Corporate and Personal Finance made simple.
How often does Financial Acumen release new episodes?
Financial Acumen has 30 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Financial Acumen?
You can listen to Financial Acumen on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Financial Acumen?
Financial Acumen is created and hosted by Richard Outram.
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