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All Episodes

Create The Next From ProCFO Partners — 169 episodes

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Title
1

Loud and Clear: From Instinct to Insight at MBN

2

From Volatility to Viability: What Endures When Everything Changes

3

How to Lead International Expansion Without Losing Focus or Foundation

4

Numbers as Navigation: Making Financial Projections Work for Your Business

5

From Disruption to Direction: Turning Change into Strategy

6

The Business of Better: Client Story with Mugen Psychiatry

7

Raising Capital from Every Angle: Insights from a CFO, Banker, and Investment Banker

8

Beyond Buzzwords: Turning AI Into ROI for CFOs

9

In Practice and In Command: Client Story with US Immigration Law Counsel

10

Clear Line of Sight: Forward-Looking Finance at Paragon

11

Open Book Management: Financial Transparency that Transforms

12

How to Scale Your Company to $10M and Beyond

13

The Friction and Fundamentals of Franchising

14

Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking Ahead

15

The Friction of Fractional: Business Beyond the Delivery Method

16

Introducing Interim CFO Services – A Smarter Solution for Critical Transitions

17

Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now

18

Turning Data into Decisions: ProCFO Reports and the Path to Your Potential

19

Choosing and Implementing the Right ERP System for Your Business

20

Where to Focus Now and Next Going Into 2025

21

The Ripple Effect: How ProCFO Partners and MENTEE Are Supporting Connection and Education

22

From Survivalist to Strategist: The Business Owner's Transformation

23

The Thought Collective: How Collaboration Helps You Create The Next

24

The Right Questions. The Right Answers. The Right Partner. Geneva Holdings Group Client Story

25

The Hidden Drift: Does Your Business Model Match Your Reality?

26

From Instinct to Insight: RU Living’s Climb to Clarity with ProCFO Partners

27

The Blueprint for Success: Best Practices for Construction Accounting

28

The Difference Between an Expert CFO and a Controller

29

Essential Financial Levers for Profitability

30

Workplace Culture and Finance: The Missing Link to Growth

31

How the Modern CFO Role Drives Business Success

32

The Strategic Role of the CFO in SMEs

33

Mastering Mergers and Acquisitions: Steps for Seamless Success

34

Navigating Toxic Investor Dynamics

35

The Role of the CFO on Your Leadership Team

36

Optimizing Price Strategies: Growth Beyond the Bottom Line

37

Beyond the Balance Sheet: How Finance Fuels Business Growth

38

Steering the Ship & Knowing The Seas: Managing Investor Relationships

39

Marketing, Meaning, Money & Momentum: Client Story with Mike Batiste at Five Eighty

40

Beyond the Bank: Alternative Funding & Strategic Financing

41

Long-Range Business Planning: The Path to Your Next

42

Building with ROCKS: EOS Goal Setting & Success

43

The CFO's Guide to Building Better Business in Philadelphia

44

Closing the Circuit: Client Story with Amtech

45

Atlanta’s Economic Potential: The CFO’s Guide to The Southeast’s Business Landscape

46

The Educator, The Founder, and The CFO: The Story of Hamilton Park Montessori School With Samantha Trice

47

Striking the SMART Balance: How FAST Goals Lead to Attainable Success

48

We're Introducing a ProCFO Partners Services Grant To A Manufacturing Company in Chicago!

49

The Art & Science of Revenue Forecasting: Maximizing Accuracy and Relevance

50

Increasing Company Value with Martin Cunningham and Mark Kesti

51

Breaking Through the Skill Wall with EOS

52

Upskilling, Talent Acquisition, and Strategic Partnerships: How HR and the CFO Can Futureproof Your Business

53

Supply Chain Shifts: Improve Cost Savings and Maximize Reach

54

Talking Tech with the CFO: What's At Stake and How to Make the Right Decision

55

Armoring Accounts Payable: Safeguarding & Streamlining Every Transaction

56

From Chaos to Clarity: How the Right Fractional CFO or Part-Time CFO Can Transform Your Business

57

Optimizing Your Organization: The Power of Systems and Processes

58

Robotic Process Automation: Productivity on Auto Pilot

59

Coming Ashore: Why Bringing Manufacturing Home is Trending

60

Make The Decision: Clarity, Consensus and Confidence

61

The Art and Science of Business Strategy

62

Building an Efficient Services Organization

63

Understanding Your Customer: Insights to Actions

64

Designing the Dining Experience With Fox Lifestyle Hospitality Group

65

Financial Management During Economic Uncertainty

66

ChatGPT, AI & the CFO: Now & Next

67

Banks, Business & You: Proactive Strategies on Protecting Your Business

68

Business Velocity: Creating Momentum and Agility

69

Becoming a ProCFO: Navigating Environments & Discovering Opportunities

70

Meaning, Metrics & Why Marketing Matters

71

Becoming a ProCFO: Sounds Like Success

72

Business in South Florida: Position, Perspective and ProCFO Partners

73

Navigating the Healthcare Maze: Business Essentials & Preparing for the Future

74

Creating Your Finance Team: The Players and Their Functions

75

Reflect, Readjust, Reimagine: Looking at Last Year to Create Your Next Year

76

Raising Capital For Your Business: Advice & Insights to Help You Grow

77

Peer Groups, Mentors & Coaches: How Stronger Connections Create Better Leaders

78

Building Your Vision of Success: Focusing on the 5 C's

79

Owning Outcomes: Creating Directional Goals with Organizational Alignment and Focus

80

Starting Strong in 2023: What to do Now and Next

81

Preparing For Scaling: A Strategic Approach

82

Scaling and Funding for Growth: Making Moves in the Middle

83

Conscious Capitalism: Purpose-Built Business

84

The Point of View: Leadership at the Intersection of Vision and Trust

85

SaaS Companies and the Critical KPI's

86

Outcomes Vs. Processes: What’s Driving Your Business?

87

Recession? Realities.

88

Building Better Business: Understanding Construction Accounting for Contractors

89

Tech, Transitions and Tomorrow: How We're All Technology Companies Now

90

Understanding and Executing Strategic Agility

91

Problem Solving in Supply Chain Distribution

92

Mastering the Month Closing

93

Start Keeping Score: How To Drive Higher Performance With Scorecards

94

Financial Realities & Risks in Healthcare

95

You Need To Raise Your Prices Right Now

96

Budgeting and Reporting for Non-Profits

97

Untangling Transactions: Understanding The Flywheel of Business Evolution

98

Adversity vs Opportunity: The Importance of Perspective in Business Strategy

99

The 4 P's of Transition Management: Embracing and Implementing Change

100

Inflation: Impact & Opportunity to Your Business

101

The Dangers of Siloed Leadership in Business

102

The Art of Organizational Structure: From Founders to Finance and Beyond

103

It's Still Rock n' Roll To Me

104

You Get What You Pay For

105

Point of View: Meaning in Metrics

106

Manufacturing Managed: Insights on Growth for Small Manufacturing Companies

107

Engaging Your Employees: Valued and Values

108

Begin Again: Recalibrate, Rethink, and Recharge Your Business

109

State of the Startup: Funding and Resources for Early Stage Tech Companies

110

Commanding the Climb: Scaling and Funding for Growth

111

Understanding and Overcoming The Skill Wall

112

Business Transformation: The People Pillar and The Great Resignation

113

Vision & Values: Defining Your Theme For Annual Planning and Goal Setting

114

Designing for Success: Dash Design and ProCFO Partners

115

Signs of Growth: Bandwidth and Business with Starlite Media and ProCFO Partners

116

What Got You Here (Still) Won't Get You There: Business is Personal

117

Saving Money Without Spending Money: Profitability With Your CFO

118

Private Equity in Small and Mid-Markets: Perfecting the Post-Close

119

Business in Long Island: The Small Town of 3 Million People

120

Collaborative & Connected: The Future of Business is Personal

121

Messaging and Meaning: Improving Digital Communications and the Customer Experience

122

Room for Growth: The Renovation of Unisan Group With ProCFO Partners

123

Under The Surface: Looking Deeper When Buying or Selling Your Business

124

Leadership, Learning and Legacies: The Modernized Multi-Generational Business

125

Empowered by the ERP: Working Smarter in Your Business

126

Business in Philadelphia: Tradition Meets Tomorrow

127

Blue Ocean and Blue Skies: Challenging Assumptions for Smooth Sailing and Soaring Potential

128

Creating Your Advanced Warning System to Avoid Cash Flow Catastrophe

129

The Architects and The Answer: How ProCFO Partners Helps The Alford Group Develop a Visionary Blueprint

130

Found in Translation: How ProCFO Partners is Helping a 118 Year Old Family Business Create The Next

131

Foundation and Support: Construction Industry Best Practices For Financial Strength

132

The Big Picture: Best Practices for Managing Growth in Manufacturing

133

The Detective and The Driver: The Illuminating Journey of Ultra Bright Lightz

134

Understanding Change vs Transition: The Most Important Business Challenge

135

The Scientist and The Sage: How ProCFO Partners Has Changed Business for Victus Ars

136

Creating AIR for Building Your Network

137

Why You Need a CFO's Perspective...But Not A Full-Time CFO

138

Budgeting and Planning the Right Way

139

Scenario Planning vs Contingency Planning for Not For Profit Organizations

140

Business in Chicago: History, Innovation, and Role of the CFO

141

All That Glitters... Being Smart With Acquisitions and Mergers

142

Don't Leave Money On The Table! How ERC, PPP & the CARES Act Can Help You

143

What Got You Here Won't Get You There: Planning for Prosperous Growth

144

Driving With Data: Advice for Tech Startups and SAAS Companies

145

Where To Go When The Bank Says No

146

Turning the Gears on Better Financials for Manufacturing

147

Decoding The Profitability Formula

148

Connecting Touchpoints: Increasing Satisfaction, Efficiency, and Opportunity with Better Systems and Processes

149

The Essentials to Growing the Top Line

150

The CEO: Creating The Next in Leadership

151

Investigate - Translate - Transform: The Role of Operational Finance

152

Mastering the 3 Year Plan

153

Annual Planning (That Actually Works): Working From Your Goal

154

Propel Instead of Pivot: Having The Audacity To Lead, Grow, and Build Your Business

155

Owning the Impact: Forward Thinking Leadership from the CFO

156

What's Your Business Worth? 3 Keys to Valuation

157

Financial Transparency: Driving Momentum Through A Culture of Clarity

158

Planning for Profitability: Building a Culture of Competence

159

Private Equity: Going from Good to Great in Adding & Creating Value With Better Financial Functions

160

The Dance: Financial Management for Not For Profits and Social Enterprises

161

Managing the Machine of Manufacturing

162

Start Up Straight Talk: How To Succeed and Grow More Quickly

163

Business Runs on Cash Not Profit: Calibrating for Cash Flow

164

Redefining Reporting: Measuring What Matters In Your Business And Understanding Why

165

All Things Are Never Equal: How Your Revenue Model Should Keep You On Course

166

Selling (Or Buying) Your Business (And Acting Like You Could Tomorrow)

167

I Want To Be A Rock Star: Creating Better Business Goals and the Strategies to Achieve Them

168

Bigger, Better, Faster, Cheaper: New Thinking on Familiar Ideas to the CFO

169

Understanding The Modern CFO: Rethinking The Role