C-Suite Secrets

Show Notes:     What if your marketing problem isn’t your tactics but your strategy? In this episode of C-Suite Secrets, host Heather Parsons sits down with T.K. Douglass, founder of Fidelis Creative Agency, to unpack the real reasons businesses struggle to generate consistent growth from their marketing. With nearly two decades of experience, T.K. shares why many companies unknowingly create “Frankenstein brands,” how misalignment between leadership and marketing teams kills ROI, and why treating marketing as a cost center is one of the most expensive mistakes a CEO can make. They also dive into the role of AI in modern marketing, where it helps, where it hurts, and why experience and strategic thinking are becoming the true competitive advantage in a world driven by speed. If you’re a founder or executive trying to scale profitably, this conversation will challenge how you think about branding, marketing investment, and long-term growth. Bio:   TK Douglass, CEO, is a lifelong Texan, Fightin’ Texas Aggie ’05, husband, and father to three children. He founded Fidelis as a media operation in 2007 but always believed that Fidelis could be so much more than a production studio. TK launched that dream, the new version of Fidelis, as a full-service creative agency with a special emphasis on brand-led marketing in 2016. TK wears his cowboy boots almost everywhere all the time – dentist appointments, taco joints, bar mitzvahs, church baptisms, baseball games, weddings, and the pool in July. He reads (almost exclusively) business books, watches what can only be described as ‘B-grade’ sci-fi, and helps make sure his wife’s garden is well planned, mulched, and watered year after year. He loves telling jokes, Waylon Jennings records, and bourbon. One day he will buy and wear a cowboy hat, but he insists on owning at least two cows so he won’t be ‘all hat, no cattle.’ He will play a round of golf with anybody who mentions a passing interest in setting up a tee time.   To connect with our guest, click on the links below: IG: @fideliscreativeagency LI: https://www.linkedin.com/company/fidelis-creative-agency   fideliscreative.com  Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode, Heather Parsons sits down with Ramsey Sweis, founder of Aqaba Digital, to unpack what it really takes to build and scale a modern digital agency. From starting in his living room to operating globally, Ramsey shares hard earned lessons on systems, data driven decision making, and why most businesses fail to align marketing with profitability. To connect with our guest, click on the links below: https://www.linkedin.com/in/ramseysweis/  https://www.facebook.com/AqabaTech   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with Nacho Guzmán, founder of Latin Brand, a multinational advertising agency specializing in multicultural and Hispanic markets. With nearly two decades in business, Nacho shares the unfiltered realities of entrepreneurship—from near-death business experiences to navigating industry disruption, building international teams, and staying relevant in the age of AI. This conversation goes beyond surface-level strategy and dives into what actually sustains long-term success: resilience, humility, adaptability, and human connection. Bio:   Nacho Guzmán has more than 25 years of experience in marketing and advertising. He has worked with multicultural and multinational brands across different categories, including public, non-profit, and government entities. His leadership and strategic skills have helped a wide range of brands and companies reach their goals and objectives   Nacho leads all marketing-related activities at LatinBrand. Clients he has currently and previously partnered with include: PepsiCo, Frito-Lay, Constellation Brands, Mars, Tito’s, Stoli, ALDI, Inc., among others   He offers strategic insights for regional, nationwide, and international campaigns targeting consumers with varying levels of acculturation.   Nacho has won numerous Industry Awards and is a member of various trade associations.   To connect with our guest, click on the links below: FB https://www.facebook.com/LatinBrandUS IG https://www.instagram.com/latinbrandus/ Linkedin https://www.linkedin.com/company/latin-brand-agency Website:  https://westcoastcontent.com/ Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons sits down with digital marketing veteran Marilyn Jenkins, who has been building and scaling businesses since the early days of the internet. Marilyn shares what most business owners get wrong about marketing and why the real problem is rarely lead generation, it is what happens after the lead comes in. From missed phone calls to lack of follow up, she breaks down how simple operational gaps are quietly costing businesses revenue every single day. The conversation dives into the realities of scaling a service-based business, including why discipline matters more than environment in remote work, how founders become the biggest bottleneck in their own growth, and what it actually takes to turn marketing into a predictable revenue engine. Marilyn also explains how to leverage Google Business Profile, AI-driven search behavior, and Meta ads without overspending, along with practical strategies to nurture leads, increase conversions, and build long-term client relationships. If you are a founder trying to grow without burning out, this episode is packed with actionable insights on delegation, systems, and the metrics that truly drive revenue.   Bio:   Marilyn Jenkins is a digital growth strategist and founder of MJ Media Group & Law Marketing Zone®, specializing in helping service-based businesses scale their business. Since the early 90s, she has developed strategic digital marketing plans spanning paid ads, SEO, Google Business Profile optimization, and bilingual call center services. Her expertise has generated remarkable results, including some clients exceeding seven-figure annual revenues and achieving a return on investment over 14x.   An expert in her field, Marilyn hosts the top 3% podcast, *Leadership In Law*, where she interviews prominent legal professionals on topics vital to growth and team building. Her cable TV show, The Marketing Zone, is on NowMedia.TV networks. She is also a published author of multiple books available on Amazon   To connect with our guest, click on the links below: https://www.linkedin.com/in/marilynjenkins/ https://www.facebook.com/marilyn.jenkins.1232 https://www.instagram.com/lawmarketingzone/ https://www.youtube.com/channel/UCJaVjBx5VrfFLQNJlPIURJw https://lawmarketingzone.com Amazon Author page: https://amzn.to/4h6j4ra https://mjmediagroup.co    Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: Communication is one of the most underestimated leadership skills in business today. In this episode of C Suite Secrets, host Heather Parsons sits down with leadership expert Kim Bohr, incoming CEO of SparkEffect, to discuss the critical role communication plays in building trust, scaling organizations, and leading through change. Kim shares insights from national research on leadership trust, the challenges of merging company cultures, and the behavioral dynamics that influence how leaders communicate under pressure. From navigating mergers and organizational change to managing stress driven communication breakdowns, this conversation provides practical leadership insights for founders, executives, and business owners who want to build stronger teams and more resilient companies.   Bio:   Kim Bohr is CEO of SparkEffect, where she leads the firm in helping Fortune 1000 companies and emerging enterprises navigate disruption without fracturing trust.  With over 25 years of executive experience, Kim and her team partner with leaders, Boards, and CEOs on strategy, talent, and organizational performance, building trust, accelerating change, and delivering measurable outcomes. Central to this work is SparkEffect Trust Elasticity™ framework, a research-backed model designed to evaluate and fortify trust during periods of change, whether it be AI integration, leadership turnover, or restructuring.   To connect with our guest, click on the links below: https://www.linkedin.com/in/kimbohr/ https://sparkeffect.com/ https://sparkeffect.com/sparkeffect-podcast-courage-to-advance/ 🎁sparkeffect.com/csuite - we will have the trust report and organizational guide for listeners to download.    Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C Suite Secrets, host Heather Parsons sits down with Jason Fishman, a leading expert in investor marketing and capital raising strategy. Jason shares how founders can shift their mindset from simply raising money to building a scalable marketing engine that attracts investors consistently. Jason explains why most fundraising efforts fail due to a lack of structured marketing, not a lack of opportunity. He breaks down how digital campaigns, content funnels, and strategic outreach can drive both investor acquisition and brand momentum. The conversation dives into different capital raising pathways including Regulation D, Regulation CF, and Regulation A plus, highlighting how each model works and when to use them. Jason also unpacks the importance of traffic, conversion rates, and social proof in building a successful raise. Heather and Jason discuss the emotional and strategic side of investing, emphasizing that investors are driven by trust, excitement, and belief in the founder just as much as financial return. They also cover common mistakes founders make when they are under pressure to raise capital, including giving up too much equity or failing to plan for long term growth. Jason introduces his eight point marketing framework, a structured approach to planning and executing a successful investor campaign. He emphasizes that preparation, consistency, and visibility are the key drivers of success. The episode wraps with actionable advice for founders who are planning to raise capital in the future, including building partnerships early, creating a strong marketing foundation, and understanding the full investor journey.   Bio:   Jason Fishman is the CEO of Digital Niche Agency, a marketing firm specializing in investor acquisition for equity crowdfunding campaigns. Over the past decade, Jason and his team have helped more than 500 startups raise nine figures in capital through strategic digital marketing. Jason is also the host of the Test Optimize Scale podcast, where he interviews founders and growth leaders about the strategies behind building and scaling companies.   To connect with our guest, click on the links below: https://www.linkedin.com/in/jafishman/ http://digitalnicheagency.com https://www.youtube.com/@DigitalNicheAgency   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Think Like a CFO: What Profit Is Actually Telling You  Most business owners think profit will tell them if things are working. CFOs know better. In this episode of C-Suite Secrets, Heather Parsons breaks down what it actually means to think like a CFO—even if you don’t have a finance background. Because here’s the truth: Profit isn’t something you manage in real time. It’s the result of decisions that have already been made. If you’re waiting on profit to tell you what’s working, you’re already behind. Heather walks through how CFOs actually look at revenue, cost, and decision-making—focusing on what creates profit, not just the number itself. You’ll learn how to break down your offers, identify where money is being lost, and start making decisions that make your business more profitable and easier to run. This is the shift from operator to financially minded CEO. What You’ll Learn Why profit is a result, not a strategy Why more revenue won’t fix a broken model The difference between tracking numbers and understanding them How to break down your offers to see what’s actually profitable The 5 key areas that drive profit before it shows up Why founders become the bottleneck (and how to spot it) How to identify where money is being made—and where it’s being lost The one question to simplify your decisions: What would make this business easier to run? Chapters 00:00 Introduction to C-Suite Secrets 00:44 Understanding Your Business Finances 01:43 The Role of Profit in Business 05:41 Shifting Perspectives: Thinking Like a CFO 07:14 Top Areas to Improve Profitability 11:30 Making Informed Decisions for Profit   💬 Connect with Heather LinkedIn: https://www.linkedin.com/in/heather-parsons-cfo/ All Links: https://heatherparsons.com/links https://oneroomhq.com/ 👥 Join the C-Suite Insiders Community https://www.facebook.com/groups/csuiteinsiders 🎁 Free Resource Turn Your Business Success into Lasting Wealth Investment Readiness Checklist: https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with entrepreneur JP Revel to discuss the realities of building and scaling a business. JP shares how an unexpected layoff early in his career pushed him toward entrepreneurship and how that moment reshaped his perspective on job security and risk. JP walks through his journey from IT professional to freelancer to founder of a software development company. Along the way he learned the hard truth that technical expertise does not automatically translate into business leadership. One of his biggest breakthroughs came from learning the concept of “delegate and elevate,” recognizing that founders often become the bottleneck in their own businesses. The conversation explores the challenges founders face when transitioning from doing the work to leading a team. JP shares how reading The E-Myth helped him realize he needed to step away from writing code in order to truly grow his company. JP also shares the story behind launching his second company, Major Major Marketing, which was inspired by his experience working with talent in the Philippines during the pandemic. What began as hiring virtual assistants evolved into a mission driven marketing agency focused on creating opportunities for Filipino professionals while reinvesting profits into local communities. Heather and JP discuss how meaningful work, strong culture, and fair treatment of global teams can create both social impact and stronger business outcomes. The episode also dives into practical insights around marketing ROI, founder mindset, and the importance of community for entrepreneurs. JP emphasizes that marketing success rarely happens overnight and typically requires sustained effort over a year to properly measure results. Throughout the conversation, both Heather and JP stress the importance of surrounding yourself with experts, peer groups, and mentors who help you grow as a leader and avoid the isolation many founders experience.   Bio:   I've been doing this at Lelander since 2010. Prior to that, I spent over a decade as a solo freelancer mostly working with agencies. Then add another decade of working at top agencies across the country in technology. No wonder I'm mostly bald - I already pulled out my hair so you don't have to! To connect with our guest, click on the links below: https://www.linkedin.com/in/jprevel/ http://lelander.com MajorMajor.Marketing Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with entrepreneur and agency leader Kevin Maude to unpack what it really takes to build, pivot, and sustain a business over the long term. Kevin shares his 30 plus year entrepreneurial journey, from launching early digital initiatives to running a 22 year video production company and evolving into a results driven marketing agency model. He explains how lowering barriers to entry in video production forced a strategic pivot and why agencies must adapt quickly to shifting market economics. A central theme of the conversation is measurable ROI. Kevin outlines how his team builds strategy first by defining objectives, key metrics, and engagement benchmarks. Rather than focusing on vanity metrics like likes and views, he emphasizes community growth, meaningful engagement, and conversion driven alignment as true indicators of success.   Bio:   Kevin Maude is an entrepreneur and content strategist who helps brands turn connection into growth. With more than 30 years in media, marketing, and technology, he builds authority-driven content engines for modern businesses. Kevin is the founder of West Coast Content Company, where he develops platforms like ThoughtVoice, PulseIQ and TrustReel that help brands transform ideas, expertise, and customer voices into content that builds trust and drives revenue.   To connect with our guest, click on the links below: https://westcoastcontent.com/   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with Barbara O Stephenson, Agency Principal of 300FeetOut, for a candid conversation about branding, leadership, AI, and building a resilient business. Barbara shares her journey from COO to entrepreneur after acquiring the agency during a recession. She opens up about the mindset shift required to move from executing someone else’s vision to creating her own and the lessons she learned while scaling the company through economic downturns and the pandemic. A core theme of the episode is clarity. Barbara explains that branding is not a logo or color palette but the strategic foundation of a business. Without clarity on vision, values, and audience, companies struggle to differentiate and convert. She introduces her four hour Brand Sprint process and explains how founders can gain strategic clarity before investing in design and messaging. The conversation also explores the rapid evolution of search from SEO to AI driven discovery including AEO and GEO. Barbara breaks down what business owners need to focus on to remain visible including technical website foundations, structured writing, keyword strategy, and building authority across platforms. Heather and Barbara discuss the responsible use of AI in marketing. Barbara emphasizes that AI is an augmenter, not a replacement. When properly trained, it amplifies expertise. When misused, it magnifies confusion and produces generic content. Authenticity and voice remain irreplaceable assets. The episode concludes with insights on financial discipline, shifting from project based revenue to retainers for stability, navigating COVID in a dense market like San Francisco, and the importance of staying aligned with your values instead of chasing trends.   BIO:   Barbara sets the bar high for helping clients build authentic brand-centric interactions that are hard-hitting and impactful in the marketplace. With a focus on basic brand authenticity and how it needs to incorporate inclusion and accessibility, Barbara’s tenure has included work with SAP, Visa, and Roche/Genentech, as well as various venture capital, finance, and biotech firms. Her work in travel and lifestyle means she has worked with a multitude of lifestyle and arts organizations, technology startups, and hospitality clients on all levels of their projects from strategy to project management. She has served as the Director of Marketing and Communications for the NorCalHSAMI board, as Vice Chair of the Visual Media Alliance (VMA), has been a WebAward Judge for 10 years, and is a part of WPO, Provisors, AMA, and AIGA organizations. To connect with our guest, click on the links below: http://300feetout.com https://www.linkedin.com/in/barbaraostephenson/ https://www.linkedin.com/company/300feetout  https://www.instagram.com/300feetout/?hl=en   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

In this episode of C Suite Secrets, host Heather Parsons sits down with Matt Schalsey, founder of Perfect Hire, to break down what is actually broken in recruiting and how founders can rethink hiring, headcount strategy, and ROI. Matt shares his journey from entrepreneurial kid selling pencils to HR tech founder building a next generation applicant tracking system. The conversation dives into why recruiting has historically been treated as a cost center, how AI should actually function in HR, and what founders get wrong about culture, hiring, and talent planning. This is a tactical discussion for operators who want clarity, efficiency, and measurable impact from every hire.   Bio:   Matt Schalsey is the CEO and founder of Perfect Hire, the people-first talent platform helping companies hire smarter and faster with AI-powered tools and human-first processes. A lifelong sales and recruiting leader, Matt’s on a mission to fix broken hiring systems and put people back at the heart of talent acquisition.   To connect with our guest, click on the links below: http://www.theperfecthire.co https://www.linkedin.com/in/matt-schalsey/ https://www.linkedin.com/company/the-perfect-hire https://www.instagram.com/the.perfect.hire/   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this special episode of C Suite Secrets, Heather Parsons announces the launch of OneRoom, a joint venture created in partnership with commercial lending expert Jen West, founder of Wild Fig Commercial Lending. For the first time, listeners are given an inside look at the boardroom, where financial clarity, capital strategy, and executive level decision making come together. Heather and Jen break down a recurring issue they both observe from different sides of the table. Profitable and growing founders are often operating reactively, without a defined capital strategy, without true financial clarity, and without understanding how lenders assess risk. This episode explores the difference between reactive operators and financially minded CEOs, and why clarity, structure, and mindset ultimately determine whether capital becomes a strategic advantage or a financial burden.   Bio:   Jen West is the CEO and founder of Wild Fig Commercial Lending, a commercial lending strategist, real estate investor, and creative finance expert with more than a decade of experience.   To connect with our guest, click on the links below: Facebook:  https://www.facebook.com/WildFigFinancial/ Website:  http://www.wildfigcommerciallending.com   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Most business owners think profit will tell them if things are working. CFOs know better. In this episode of C-Suite Secrets, Heather Parsons breaks down what it actually means to think like a CFO — even if you don’t have a finance background. Because here’s the truth: You don’t need to “fix everything.” You need to see clearly. Heather explains why profit is a result, not a strategy — and why most founders can’t outwork a broken model. If everything runs through you, you don’t have a scaling problem… you have a structure problem. This episode will help you shift from reacting to numbers to interpreting them — so you can make decisions that actually make your business easier to run. This is the identity shift from operator to Financially Minded CEO. 🔑 What You’ll Learn Why profit is the result of effective management — not hustle Why most founders become the bottleneck (without realizing it) The difference between looking at numbers and interpreting them Why you don’t need a financial background to run a strong business The one question that simplifies everything: “What decision would make this business easier to run?” How CFOs see outcomes before they show up Why it’s not about the numbers — it’s about the quality of your questions How to recognize early warning signs before profit drops ⏱️ Episode Chapters 00:00 – Introduction to C-Suite Secrets 00:45 – Understanding Business Finances Like a CFO 01:43 – Money Is More Than Accounting 03:41 – The Emotional Weight of Financial Decisions 05:11 – The Real Role of a CFO 07:23 – Numbers Tell a Story (If You Know How to Read It) 09:02 – Future-Focused Decision Making 11:42 – Profit vs. Result: The Critical Shift 14:14 – The Decisions That Drive Profitability 15:48 – Recognizing Early Warning Signs 16:04 – Thinking Like a CFO 18:53 – Profit Is a Lagging Indicator 💬 Connect with Heather LinkedIn: https://www.linkedin.com/in/heather-parsons-cfo/ All Links: https://heatherparsons.com/links https://oneroomhq.com/ 👥 Join the C-Suite Insiders Community https://www.facebook.com/groups/csuiteinsiders 🎁 Free Resource Turn Your Business Success into Lasting Wealth Investment Readiness Checklist: https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes:   In this episode of C-Suite Secrets, Heather Parsons sits down with J. Daks, founder of Hexagon IT Solutions, for a candid conversation on how software development has evolved and what leaders must prioritize to drive real business outcomes. Jay shares why successful technology initiatives start with a deep understanding of client needs and why the industry is moving away from feature-driven builds toward outcome-based solutions. He unpacks the growing role of AI in modern software development, the critical importance of compliance in regulated industries, and the key metrics executives should focus on to measure success. The discussion also explores leadership at scale, the long-term cost of technical debt, and why properly vetted contracts are essential for protecting both growth and innovation. Jay closes by reflecting on the lessons learned throughout his entrepreneurial journey and the insights that continue to shape his approach to building sustainable, high-impact technology solutions.   Bio:   Daks J is a technology entrepreneur and the Founder & CEO of Hexagon IT Solutions, a global software and AI-driven technology company headquartered in Utah, USA. With over 16 years of experience, he specializes in building scalable, business-focused software platforms that help organizations modernize operations and execute with clarity.   Founded in 2007, Hexagon IT Solutions was created to move beyond one-size-fits-all systems and deliver custom, outcome-driven software solutions. Under Daks’s leadership, the company has evolved into a multi-entity technology group delivering CRM platforms, AI solutions, enterprise integrations, and custom applications across industries including construction, finance, healthcare, and professional services.   Daks is known for his hands-on product leadership, deep technical understanding, and ability to bridge strategy with execution. He works closely with enterprise clients and teams across the US, UK, UAE, and India to turn complex requirements into practical, scalable systems. Through his thought-leadership initiative “Innovate with Daks/Hexagon,” he shares insights on AI adoption, product execution, and building systems that create real business impact.   To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/daksj/ Website:  https://hexagonitsolutions.com/ https://linqhive.com - We are providing a 90 days free usage. Connect with me:  LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons sits down with Amber Field, COO of Strudel AI, to unpack what truly drives execution, focus, and scalability inside early-stage and growing technology companies. With a career spanning IBM, National Geographic, Capital One’s Innovation Lab, and multiple venture-backed startups, Amber brings a rare blend of technical depth, operational rigor, and practical leadership insight. She shares how her background in project management shaped her leadership style, why focus often matters more than hustle, and how founders can avoid common operational and financial missteps before they become painful. The conversation dives deep into how early-stage companies should think about product versus sales, how to run discovery calls that actually inform growth, and why many founders overinvest in tools too early. Amber also offers a grounded, real-world perspective on using AI as a force multiplier without losing human judgment, critical thinking, or institutional knowledge. Listeners will walk away with actionable frameworks for prioritization, time management, agile execution, budgeting decisions, and team development, along with a refreshing reminder that strategy, not shiny tools, is what sustains long-term value creation.   Bio:   Amber Field is the Chief Operating Officer at Strudel AI, a Lecturer at the University of Wisconsin-Madison, and author of the book, Agile Discovery & Delivery: A Survival Guide for New Software Engineers & Tech Entrepreneurs. She has been an executive leader in tech, agile proponent, and engineer for her entire career at a number of organizations including IBM, National Geographic, Oracle Utilities (formerly Opower), Capital One, and Singlewire Software. Amber frequently speaks at conferences and blogs at amberrfield.com. She lives in Madison, WI.   To connect with our guest, click on the links below: https://amberrfield.com/  https://www.strudelbots.com/ https://www.linkedin.com/in/amber-field-3ba796b/ Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes:   In this episode of C Suite Secrets, host Heather Parsons sits down with serial entrepreneur, sales strategist, and SaaS founder Charles Bernard for a focused conversation on leadership, revenue growth, and the evolving role of AI in modern businesses. Charles shares his journey from growing up in the UK to building and leading two interconnected companies in the U.S., a sales consultancy and a SaaS platform designed to improve collaboration across revenue teams. Together, Heather and Charles explore what it takes to manage multiple businesses, why managing up is essential for scaling leaders, and how delegating responsibility rather than tasks can dramatically improve organizational effectiveness. They dive into how AI is reshaping sales, customer experience, and internal decision making. Charles shares real world examples of AI driving measurable ROI through improved customer satisfaction and operational scalability, while addressing concerns about AI replacing human roles. Instead, he reframes the conversation around the need for leaders and sales professionals to evolve toward deeper subject matter expertise, consultative selling, and buyer centric engagement. Heather and Charles also unpack leadership under pressure, discussing scarcity versus growth mindsets, the importance of honest communication during uncertainty, and why trust and transparency outperform false optimism. Charles draws on two decades of experience in a peer advisory group, highlighting the value of outside perspective, accountability, and avoiding the echo chamber that often traps founders. The episode closes with practical guidance for struggling sales teams, including simplifying pipelines, addressing goal fatigue, and removing unnecessary complexity. Charles leaves listeners with a core entrepreneurial lesson: err on the side of action, avoid becoming the bottleneck, and empower your team to lead. This episode is a must listen for founders, executives, and operators navigating growth, AI adoption, and leadership in an increasingly complex business environment.   To connect with our guest, click on the links below: https://www.linkedin.com/in/charlesbernard1/ www.collavia.com Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes:   In this episode of C-Suite Secrets, Heather Parsons sits down with Paul Price, owner of Argyle Executive Forum and a seasoned CEO with deep experience in private equity, marketing services, and executive leadership. Paul shares his journey from working as an operating CEO for private equity-backed companies to acquiring and scaling his own executive events business. The conversation explores the realities of ownership, the weight of decision-making when it’s your own capital on the line, and why adaptability, not perfection, is the defining trait of successful entrepreneurs. Key topics include leadership styles and avoiding bottlenecks, aligning with investors and boards, and the importance of clear goals, communication, and organizational alignment. Paul offers candid insights into what separates strong exits from failed ones, the hidden challenges of working with private equity partners, and the dangers of delaying hard decisions. Heather and Paul also discuss why cash flow and balance sheet literacy matter more than vanity revenue metrics, how marketing and sales must be treated as systems, and why focus and speed have become non-negotiable in today’s business environment. The episode closes with practical advice on scaling sustainably, raising capital before you need it, and leading with clarity in times of uncertainty. This conversation is a must-listen for founders, executives, and operators navigating growth, capital, and leadership at scale.   To connect with our guest, click on the links below: LinkedIn.com/in/paulnprice www.argyleforum.com Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with Cara Kuhn, former corporate talent acquisition leader turned healer and coach, to explore the intersection of ambition, identity, and sustainable success. Cara shares her journey from a 20+ year corporate career to founding a purpose driven healing and coaching practice for high performing women. Together, Heather and Cara unpack what happens when external success no longer feels fulfilling, and why many driven professionals reach a point where staying the same feels riskier than changing. The conversation dives deep into themes that resonate strongly with founders, executives, and senior leaders, including perfectionism, imposter syndrome, burnout, control, boundaries, and the difference between healthy drive and trauma driven ambition. Cara explains how nervous system regulation and self awareness play a critical role in leadership, decision making, and long term performance, especially for analytical thinkers who may be skeptical of “woo” concepts. Heather and Cara also discuss practical ways leaders can apply this work in real life, from pausing before reacting, to celebrating small wins, setting boundaries without guilt, and letting go of control to enable team and business growth. They address common misconceptions in the healing space, including quick fix promises and spiritual bypassing, and emphasize that true growth requires both inner work and intentional action. This episode is especially relevant for women navigating midlife transitions, entrepreneurship, leadership roles, and periods of personal and professional reinvention. Cara leaves listeners with actionable guidance on clarity, intention setting, mentorship, and trusting yourself enough to take the first step before you feel “ready.” Listeners will walk away with a grounded, practical understanding of how healing and self leadership directly impact confidence, pricing, boundaries, and the ability to scale both life and business.   Bio:   Cara Kuhn is a Talent Acquisition Leader and Business Owner. She turned her love of coaching and developing high performing teams over the past two decades into her own business. Now she helps guide women to achieve more clarity, confidence, and conviction in who they are so they can feel more connected to their purpose and experience abundance in their lives.  To connect with our guest, click on the links below: Instagram:  https://www.instagram.com/carakuhnhealing https://carakuhnhealing.com/awakentoabundance   Connect with me:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes: In this episode of C-Suite Secrets, Heather Parsons is joined by Sean Vassilaros, a seasoned entrepreneur and SaaS founder, for a deep conversation on trust, character, and what truly drives long-term business success. Sean shares his entrepreneurial journey, from building and selling a highly regulated SaaS platform for remote clinical trials to advising university students and launching an HR technology company focused on one critical hiring question: can this person be trusted? Drawing from decades of experience hiring hundreds of employees, Sean explains why traditional interviews, references, and personality assessments fail to measure the most important predictor of success, character. The discussion explores how trust impacts hiring, leadership, mergers and acquisitions, and company culture. Heather and Sean examine the rising challenges leaders face in a world shaped by AI, automation, and surface-level credentials, emphasizing the growing importance of critical thinking, integrity, and consistency between who someone is at work and who they are outside of it. Sean breaks down how relationship-based data, observable behaviors, and peer insights can provide a more accurate picture of a candidate’s character than resumes or interviews alone. Together, they discuss red flags leaders should watch for, the financial cost of bad hires, and why hiring for values is no longer optional for founders who want to scale sustainably. The episode closes with a candid reflection on leadership, accountability, and the long-term value of telling the truth, even when it is uncomfortable. This conversation offers founders and executives a thoughtful framework for building stronger teams, faster decisions, and more resilient organizations.   Bio: Sean Vassilaros is an entrepreneur and philanthropist dedicated to leveraging technology for societal impact. At the heart of his work is a commitment to character, integrity, and family. As CEO of KANNY, Sean is transforming hiring practices through peer-driven character checks. KANNY's advanced technology gathers feedback from colleagues, ensuring a comprehensive evaluation of a candidate’s character while maintaining privacy. This approach addresses a critical gap in talent acquisition, helping build teams grounded in integrity and trust. Sean’s entrepreneurial journey began at 21 when he co-founded his first company during the dotcom era. Two years later, he sold the company and joined a prestigious Los Angeles agency to hone his skills in the travel, entertainment, and healthcare industries. His career continued with notable IT and communications consulting roles before becoming Chief Operating Officer at Ignite Health (now part of Syneos Health). In 2012, Sean co-founded THREAD, a company focused on decentralized clinical trials. Under his leadership, THREAD revolutionized healthcare research, collaborating with brands like Apple, Procter & Gamble, and Johnson & Johnson, as well as academic institutions such as Johns Hopkins and Duke University. Today, Sean remains an owner and board observer at THREAD, maintaining ties to its continued success. Sean also serves on the Board of Directors for Spectrum Science, a healthcare agency focused on health and science communication. As an Adjunct Professor at Lehigh University, he mentors engineering students and leads international projects through the Creative Inquiry program. Philanthropy is central to Sean’s life. He founded the Hailey Mayz Foundation in honor of his daughter, providing therapy to thousands of special needs children for over a decade. He serves as Chairman of the Board, guiding its strategic vision.   Sean also chairs the board of OUR Rescue (formerly Operation Underground Railroad), the organization featured in the 2023 film The Sound of Freedom. He led the organization as interim CEO during a critical year, inspiring meaningful global change through his leadership. Sean Vassilaros is an entrepreneur and philanthropist dedicated to leveraging technology for societal impact. At the heart of his work is a commitment to character, integrity, and family. As CEO of KANNY, Sean is transforming hiring practices through peer-driven character checks. KANNY's advanced technology gathers feedback from colleagues, ensuring a comprehensive evaluation of a candidate’s character while maintaining privacy. This approach addresses a critical gap in talent acquisition, helping build teams grounded in integrity and trust. Sean’s entrepreneurial journey began at 21 when he co-founded his first company during the dotcom era. Two years later, he sold the company and joined a prestigious Los Angeles agency to hone his skills in the travel, entertainment, and healthcare industries. His career continued with notable IT and communications consulting roles before becoming Chief Operating Officer at Ignite Health (now part of Syneos Health). In 2012, Sean co-founded THREAD, a company focused on decentralized clinical trials. Under his leadership, THREAD revolutionized healthcare research, collaborating with brands like Apple, Procter & Gamble, and Johnson & Johnson, as well as academic institutions such as Johns Hopkins and Duke University. Today, Sean remains an owner and board observer at THREAD, maintaining ties to its continued success. Sean also serves on the Board of Directors for Spectrum Science, a healthcare agency focused on health and science communication. As an Adjunct Professor at Lehigh University, he mentors engineering students and leads international projects through the Creative Inquiry program. Philanthropy is central to Sean’s life. He founded the Hailey Mayz Foundation in honor of his daughter, providing therapy to thousands of special needs children for over a decade. He serves as Chairman of the Board, guiding its strategic vision. Sean also chairs the board of OUR Rescue (formerly Operation Underground Railroad), the organization featured in the 2023 film The Sound of Freedom. He led the organization as interim CEO during a critical year, inspiring meaningful global change through his leadership.   To connect with our guest, click on the links below: https://www.linkedin.com/in/seanv/ https://www.kanny.com/ [email protected] Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, Heather Parsons sits down with Austin Reed, founder of Horizon Developments, to unpack how automation, AI, and smart systems can help small and mid sized businesses scale without burning out their founders. Austin shares his entrepreneurial journey, including the early growing pains of hiring too slowly, learning how to manage people, and building systems that allow sales and delivery to scale at the same time. He breaks down the most common low hanging automation opportunities he sees in businesses, including admin tasks, customer onboarding, CRM and ERP connections, reporting, and data management. The conversation dives into real world examples of automation wins, including how one client saved 20 to 30 hours per week by replacing manual processes with custom dashboards. Heather and Austin discuss why automation should solve real business problems rather than simply adding more technology, and how better data visibility leads to stronger decision making and improved financial outcomes. Austin also shares his perspective on the future of SaaS, micro SaaS products, and AI driven development. He explains why human oversight, security, and scalability still matter, even as AI accelerates software creation. The episode closes with insights on leadership, protecting founder time, building offshore and near shore teams, and the importance of persistence, mentorship, and thoughtful partnerships in entrepreneurship. This episode is packed with actionable insights for founders looking to automate intelligently, scale sustainably, and design a business that supports both growth and freedom.   Bio: Austin Reed is the founder and CEO of Horizon Development, an automation and software agency specializing in custom Django/React web apps, AI-powered workflows, and N8N systems for SMBs. With over a decade of programming experience, he’s built a reputation for turning messy business operations into scalable, automated machines. Austin also runs a fast-growing YouTube channel teaching automation, AI, and agency building to thousands of students, helping creators and entrepreneurs turn technical skills into real revenue.   To connect with our guest, click on the links below: https://www.youtube.com/@horizonsoftwaredev https://www.linkedin.com/in/automationsexpert https://horizon.dev Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode, Heather talks with Dan Salganik, Co-Founder of VisualFizz, about the realities of growing an agency, stepping into the full CEO role, and reshaping a business through strategic focus. Dan shares his journey of letting go of day-to-day client work, trusting his team, and protecting his time so he can focus on sales, long-term initiatives, and aggressive revenue goals. He explains how freeing himself from weekly project execution allowed his agency to rapidly launch major campaigns, rebuild branding, and expand their pipeline. Heather and Dan explore the value of calendar boundaries, the importance of quiet thinking time, and the challenges of prioritization when you are running multiple ventures. Dan also breaks down how niching down transformed VisualFizz’s lead quality, credibility, and scalability. He explains how the agency organically carved out two strong verticals in B2B and cannabis by following proven success paths. The conversation turns personal as Dan shares his commitment to one hundred travel days per year, the tradeoffs of entrepreneurship, and his belief that freedom, focus, and intentional business design are the keys to a fulfilling life. The episode closes with his advice for entrepreneurs finding their niche, building quality first, and pursuing the opportunities that feel both natural and scalable. To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/dansalganik/ Website:  https://www.visualfizz.com/ Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C Suite Secrets, host Heather Parsons sits down with Elena Czarnowski, founder of Kid Laboratories, former tech executive, educator, and author of Future Proof Kids in Ten Minutes a Week. Elena opens up about her journey from a 15 year career in technology to launching a fast growing education company focused on digital literacy, financial literacy, STEM, and responsible AI use for kids ages 5 to 14. Heather and Elena dive into why early financial literacy matters, how STEM education builds confidence, and how parents can introduce both in simple, practical ways, without feeling overwhelmed. Elena shares stories from her own children, illustrating how quickly kids absorb value centered financial lessons and how developing digital literacy can become a superpower rather than a distraction. They also discuss intentional tech use, delayed gratification, and how parents can shift the narrative from dopamine driven screen time to responsible, skill building technology habits. Elena introduces her R Cubed Method for guiding kids through learning and AI usage, and explains why AI education needs to become as normal as traditional subjects. This episode is packed with actionable tips for parents, entrepreneurs, and educators who want to raise confident, capable, financially wise kids ready to thrive in a rapidly changing world.   Bio:   Elena Czarnowski is an educator, curriculum designer, and founder of Kid Laboratories, a learning company that helps families raise future-ready kids. After years working in both tech and teaching, she saw that students weren’t getting the real-world skills they need. So she created simple, 10-minute lessons that build digital literacy, financial literacy, and character strength—the three foundations kids need in an AI-driven world. Her upcoming book, Future-Proof Kids, gives parents easy, fun tools they can use at home to help their children grow confident, capable, and resilient. Blending research with real family life, Elena brings a warm, playful approach to modern parenting and believes every child can become a creative, empowered problem-solver.   To connect with our guest, click on the links below: https://www.instagram.com/p/DPJVf_TkVsB/ Website:  http://www.kidlaboratories.com   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this powerful second half of the conversation, Heather and John dive deeper into the realities of raising capital, managing investor expectations, and navigating the long, often unpredictable journey of entrepreneurship. John shares candid stories of funding rounds falling apart, investors over-committing, and how macroeconomic events, even ones unrelated to your business, can completely derail a raise. Together, they unpack essential lessons for founders: How to assess investor credibility (and why you must ask what’s actually in their fund). Why performance-based agreements are crucial when bringing in advisors or capital raisers. The long-term responsibility of a cap table—and why founders must be intentional about who they bring in for the next 5–10 years. Why exits almost always take longer than you think and how messy and unpredictable they truly are behind the scenes. When (and whether) a founder should walk away from a struggling product or venture. The emotional realities of the founder journey—trust, loyalty, pivoting, sunk cost, and staying aligned with your life priorities. John also opens up about hard personal lessons, including liquidating savings, relocating because of a failed investor commitment, the importance of financial buffers, and protecting family stability—even while taking big swings. This episode is a candid look at the grind, grit, and grey areas of entrepreneurship that rarely get talked about.   Bio:   John Bentley, II is a fractional CTO with over 35 years of hands-on experience with technology. He is a serial entrepreneur passionate about early-stage startups. He travels the Product Journey and guides others on the paths that lead from Idea to Market.   To connect with our guest, click on the links below: https://linkedin.com/in/johnbentleyii https://www.instagram.com/prdjrn Website:  https://prdjrn.com   🎁The Basecamp Review is a one-hour assessment of a product/startup idea, followed by a Route Report that provides concrete recommendations for advancing the idea to market as a product/service. The Basecamp Review is $500, and I will provide listeners a 90% discount. The offer code will be CSUITESECRETS   https://prdjrn.com/lp/css-2025   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons sits down with serial entrepreneur and fractional CTO John Bentley, II, a technologist turned multi-business founder who’s spent decades helping startups build smarter, scale faster, and avoid the costly pitfalls that sink most early-stage products. John shares his journey from programming on a TRS-80 at age 10, to corporate leadership at Sprint, to launching multiple tech ventures including SpotOn.Pet, 10XTS, and his fractional CTO practice. He breaks down the biggest mistakes founders make when building products, why 80% of software is never used, and what a real MVP should look like (hint: it’s far less than you think). John also introduces his framework for a Micro Convertible Offering (MCO),  a powerful way to validate market traction before sinking money into development. He and Heather dive deep into customer research, early adopter psychology, product-market fit, and how to de-risk software development as a non-technical founder. Whether you're preparing for your first product build or scaling a growing startup, this episode delivers tactical, founder-friendly insights you can apply immediately.   Bio:   John Bentley, II is a fractional CTO with over 35 years of hands-on experience with technology. He is a serial entrepreneur passionate about early-stage startups. He travels the Product Journey and guides others on the paths that lead from Idea to Market.   To connect with our guest, click on the links below: https://linkedin.com/in/johnbentleyii https://www.instagram.com/prdjrn Website:  https://prdjrn.com   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

In this episode of C-Suite Secrets, Heather Parsons dives into one of the biggest myths in business — the idea that revenue equals freedom. She explores the common struggles entrepreneurs face when they’re growing but not gaining control, and shares how financial clarity, strategic decision-making, and understanding cash flow can help business owners escape the “revenue trap.” Heather discusses how to align profit and purpose, price confidently, and make decisions that build freedom instead of stress. Whether you’re scaling, stabilizing, or just getting started, this episode will help you see your business through a smarter, calmer financial lens — and remind you that you don’t have to do it alone.   Highlights:  01:01Revenue vs. Freedom: The Core Issue 01:52Understanding Control and Clarity in Business 02:01The Revenue Trap: Understanding the Entrepreneurial Struggle 03:19From Emotion to Intention: Making Data-Driven Decisions 04:38Understanding Profitability and Value 05:39The Power of Weekly Financial Check-Ins 06:07Aligning Cash Flow with Business Goals 06:32The Importance of Financial Clarity 07:31Key Metrics for Business Success   Connect with me: Linked In:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons sits down with Jonathan W. Buckley, a Silicon Valley veteran and fractional CMO who has helped dozens of enterprise tech startups build repeatable, predictable revenue engines. Jonathan shares hard-earned insights from decades of working with early-stage companies, including what separates the startups that go public from those that stall out. He and Heather unpack the realities behind Series A and B funding, the dangers of premature scaling, and why understanding your ideal customer profile (ICP) can make or break your go-to-market strategy. From exposing "non-arm’s-length" sales to building ethical, high-trust teams, this conversation is a masterclass in sustainable startup growth. 🔑 Key Takeaways Fractional leadership matters: Hiring full-time senior talent before achieving revenue predictability can drain resources and stall growth. Beware premature scaling: A true MVP must be validated by arm’s-length, repeatable sales—not just “friends and family” buys. Data drives direction: Understanding your ICP and buyer personas is critical for positioning and messaging that actually converts. Fiduciary responsibility in startups: Founders and advisors must maintain transparency with investors and report issues early. The culture advantage: Start building company culture before you scale—it directly impacts trust, sales, and team performance. Chaos kills ROI: Lack of process and structure prevents startups from getting the most out of fractional teams and funding.   Bio:   Enterprise Tech Strategist, Former CMO & VPM of Tech Companies Both Public and Private, Principal Consultant at The Artesian Network, Fractional CMO & CEO. Jonathan combines 25+ years of executive experience with a track record of transforming marketing and GTM across SaaS, cloud, and AI ventures globally. He supports scale-ups and enterprise clients across the US, Europe, and the Middle East.   To connect with our guest, click on the links below: https://www.jonathanwbuckley.com https://www.linkedin.com/in/jonathanwbuckley/ Website:  http://www.artesiannetwork.com/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes In this insightful episode of C-Suite Secrets, host Heather Parsons sits down with Sanjai Marimadaiah, founder of Rasa Growth and veteran of tech giants like IBM, HP, Oracle, and Sun Microsystems. Together, they unpack what it really takes to scale a business in today’s fast-moving world — from understanding your customer’s true needs to leading with purpose and heart. Sanjai shares lessons from his 20+ years in the tech and startup ecosystem, reflecting on the evolution of leadership, pricing strategy, and AI’s disruptive potential. His perspective blends deep technical expertise with a systems-thinking approach to growth — and a clear reminder that “business is common sense.” Episode Highlights From Silicon Valley to Startups: How Sanjai transitioned from system software engineer to Chief Product Officer and growth strategist — and why he calls himself a “systems thinker for growth.” Business Is Common Sense: Why even the most complex industries succeed when leaders get back to basics: understanding their market, serving customers, and communicating clearly. Know Your Customer — Deeply: Sanjai explains why founders must go beyond their tech or product to study how customers actually live and work. → “Customers aren’t buying your product. They’re buying a solution to their problem.” The Pricing Perspective: Pricing isn’t a finance function — it’s a reflection of how well you understand value. Sanjai breaks down how perceived vs. real value can make or break profitability. The Power of Simplicity: Heather and Sanjai discuss how clarity in communication—like an “eighth-grade readability test”—translates into better customer connection and higher conversions. AI & the New Era of Disruption: Why Sanjai believes GenAI is the next big revolution after the web boom, and how leaders can stay hands-on to truly understand its impact. Leadership with Humanity: Drawing on examples from Satya Nadella, Steve Jobs, and his own personal journey, Sanjai emphasizes the role of empathy, spirituality, and self-awareness in great leadership. Bio:   Sanjai Marimadaiah is a business growth strategist and AI transformation advisor with over two decades of leadership experience driving product-led and customer-centric growth across global technology firms. He has scaled HP’s Big Data business from $2M to $80M+, repositioned DiffusionData as a high-performance Kafka alternative, and guided go-to-market transformations for SaaS and infrastructure companies. To connect with our guest, click on the links below: Website: http://www.RASAGrowth.com LinkedIn:   https://www.linkedin.com/in/sanjaim1 LinkedIn:  https://www.linkedin.com/company/RASA Growth  Facebook:   https://www.facebook.com/RASAGrowth/   Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders https://heatherparsons.com/links   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons interviews John Humenik, founder of SpiritWorks AI, about entrepreneurship, AI in business, and leadership strategies. John shares his journey from solopreneur to successful CEO, revealing key lessons on scaling a business, understanding customer needs, and leveraging AI for growth. He also discusses the role of social media in business expansion, the importance of authentic leadership, and how faith and vision can guide entrepreneurial success. This episode is packed with actionable insights for entrepreneurs, business leaders, and innovators looking to harness technology, build meaningful connections, and create lasting impact in today’s competitive market.   Bio I’m John Humenik, founder of Spirit Works AI. We're launching AI as a Service (AIaaS) to help companies successfully integrate modern AI solutions into your corporate ecosystem.   A recent MIT article stated that a whopping 95% of corporate AI initiatives fail. So, what did the 5% do right? As we've successfully implemented AI in our business and our customers' businesses, we know that it takes more than a strategy to make AI work.   Need proof, Google “John Humenik” to see more. On social media, I’ve generated 100 million+ views and gained over 1 million followers. I'm bringing that influence back to the corporate arena through AI solutions.   What makes me different? I’m not just a mega influencer. I’m a serial entrepreneur (7x), a master strategist, a visionary coupled with 30+ years in technology experience. My career spans small business to global enterprises, driving mass tech innovation, and viral media success.   Our motto fits our working style - Innovate Today. Dominate Tomorrow.   To connect with our guest, click on the links below: https://www.youtube.com/@johnhumenikministries https://www.instagram.com/john.humenik http://linkedin.com/in/johnhumenik/ https://spiritworks.ai/ Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes: In this episode, Heather Parsons sits down with Mike Muhlfelder to unpack the art and science of sales leadership. Together, they explore how asking the right questions can transform conversations into conversions, the evolving role of AI in the sales cycle, and why human connection remains irreplaceable. Mike draws insightful parallels between sales and manufacturing, emphasizing the importance of qualified leads, profitability, and process efficiency. The conversation also dives into networking strategies and the power of understanding business cases to drive sustainable growth.   Bio Born in Boston and even though the accent isn't there, his passion for the city and sports team is undeniable. Mike has spent his life living within 90 minutes of the city. Mike is a career sales professional with 16 years as an Individual Contributor and more than 20 in sales leadership roles. His experience spans pre-revenue tech companies to the largest tech companies in the world. He operates Calm Ocean Sales, a VPSales as a Service offering to help SaaS and emerging market companies overcome go-to-market challenges and scale revenue. His focus is on building and optimizing sales processes to drive predictable growth as both a contract sales leader and through his exclusive Go2Market Lab—a hands-on "Executive in Residence" model that delivers real, in-the-trenches expertise.    Mike's approach blends deep sales expertise with a focus on human connection.   To connect with our guest, click on the links below: https://www.calmoceansales.com/ https://www.linkedin.com/in/mikemuhlfelder/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode, host Heather Parsons sits down with entrepreneur Mark Lewis to explore the real drivers behind sustainable business growth. Mark opens up about his entrepreneurial journey and the lessons learned along the way — from building a strong company culture and hiring the right people to leading with empathy and intention. He dives into how businesses can balance innovation with profitability, leverage AI to streamline operations, and stay agile in a constantly evolving marketplace. The conversation also touches on the power of goal setting, strategic planning, transparency, and recognition in shaping high-performing teams. Whether you're leading a startup or scaling an established organization, this episode is packed with insights on how to create a culture that fuels both people and profit. Bio:   After getting an MBA from Tulane University, Mark worked at IBM for 13 years before forming Communiqué (1994), which became the South’s fastest growing ISP. After Communiqué, Mark merged multiple businesses and became the Chamber’s Rising Tide Small Business of the Year. In 2002, As President of the Louisiana Technology Council he helped Louisiana rise from 49th to 32nd out of 50 states in technology employment and was selected by the Governor as Technology Leader of the year for Louisiana in 2005.  Mark is a professional speaker, hiring expert and a leadership coach that moderates CEO Round tables for the State of Louisiana. As a bestselling author of “GIVE A DAMN! – The Ticket to Cultural Change.”, he discusses how a GIVE A DAMN attitude can culturally make a positive difference in all lives that makes the world a better place. Mark is the CEO and co-founder of Evolve Media; a patented AI start up development company that allows users to create a single video from multiple videos in minutes.  As a Board member of EO of Louisiana Mark was awarded the “Marshall Klein Louisiana Entrepreneur of the Year” in 2019.   To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/mark-s-lewis-053477/ YouTube:  https://www.youtube.com/@marklewisllc8857/videos Instagram:  https://www.instagram.com/marklewisllc/ Facebook:  https://www.facebook.com/profile.php?id=100077365279696#   Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode, Heather Parsons and Kayode Aladesuyi dive into the intersection of AI and entrepreneurship, exploring how a human-first approach is critical to leveraging technology effectively. They unpack both the challenges and opportunities AI presents in areas like sales, customer engagement, and business growth, while weaving in their own entrepreneurial journeys. The conversation emphasizes the importance of solving real-world problems with AI, understanding customer sentiment, and adapting to the rapidly evolving technology landscape in business. This dialogue is packed with practical insights for entrepreneurs, innovators, and leaders looking to integrate AI without losing the human touch. BIO   Kayode Aladesuyi is the founder and CEO of MYai Robotics, an artificial intelligence and robotic engineering firm that creates innovative AI solutions for various industries and sectors. He also serves as the chief creative officer, managing functional design and user experience for the product development. He leads and guides the organization's ethical policies regarding the development of AI. The company product portfolio includes Conversational Agentic Human AI by MYai Sells and Curation AI, an Authentication and opinion search engine. To connect with our guest, click on the links below: Facebook:  https://www.facebook.com/profile.php?id=61578855154627 Website:  http://www.myaisells.com/   Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode, Heather Parsons sits down with Olga Topchaya to unpack the entrepreneurial journey within the rapidly evolving AI landscape. Together, they explore how businesses are shifting from traditional marketing approaches to AI-powered solutions, and what that transition really means for leaders and teams. The conversation dives into the practical side of leveraging AI tools, crafting effective strategies, and staying mindful of the risks that come with innovation. Heather and Olga also highlight the irreplaceable value of human skills, the power of strong client relationships, and the key lessons they’ve gained along the way. This episode offers insights for anyone navigating the intersection of entrepreneurship, marketing, and AI.   Bio:   Olga Topchaya, Founder and CEO of Lapis AI Consults, optimizes businesses through AI solutions that deliver measurable impact. Her solutions have streamlined operations by cutting costs like reducing $15 support tickets to pennies through conversational AI assistants.    Having over a decade-long vibrant marketing and product career, she approaches AI innovation with a business-first mindset to ensure clients are making the right decisions in implementing AI. She specializes in translating AI innovations into measurable outcomes that drive efficiency and growth.   Olga is a proud boy mom and founded her AI company on the same philosophy with which she views parenting: the need for adaptability, continuous learning, and contextual understanding.   To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/olgatopchaya/ Website:  https://lapisconsults.com/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with Jerry Luftman, retired IBM executive and founder of the Global Institute for IT Management (GIIM). Jerry shares his remarkable journey from leading in the corporate world to launching a global educational institute, highlighting the challenges of moving from academia into entrepreneurship. He discusses the importance of flexibility in modern education, the value of building an international network of faculty, and the critical role of bridging IT with business strategy. Together, Heather and Jerry explore the future of technology in leadership, the power of collaboration, and key lessons every entrepreneur can take from his decades of experience at the intersection of business, tech, and education.   Bio   Jerry Luftman’s prominent career combines his expertise as a CIO/practitioner, management consultant, and academic leader. Renowned for his mastery of business-IT alignment and global digital trends, Dr. Luftman has authored 19 books, contributed extensively to academic research, and excelled at management consulting, coaching/mentoring, teaching, and public speaking - hallmarks of his exceptional leadership.   To connect with our guest, click on the links below: Website:  www.globaliim.com About Jerry Luftman:  https://globaliim.com/our-team/managing-director/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist  

Show Notes:   In this episode, host Heather Parsons sits down with Gerry Gadoury, an experienced entrepreneur in the technology services sector. Gerry shares candid insights from his journey, covering the challenges of navigating government contracts, strategies for attracting and retaining top talent, and the critical role of building a strong employer brand. He unpacks the importance of clear communication during periods of rapid growth, how to recognize early signs of employee disengagement, and the leadership skills required to scale effectively. Gerry also explores the shift from an employee-driven to contractor-focused model, offering practical lessons and hard-earned wisdom for leaders looking to grow with confidence. Whether you’re building a tech services firm or leading a fast-scaling business, this conversation delivers actionable takeaways for long-term success.   Bio:   Gerry is a twenty-three year veteran of the CyberSecurity & Tech Professional Services industry. In that time he has been a recruiter, sales person, manager, consultant, trainer, executive, speaker, business owner, and author. Through all of it his primary focus has been on building successful teams. Whether Technical, Sales, or Recruitment, Gerry has recruited, trained, and led diverse teams to successful outcomes. Utilizing that experience Gerry created the Destination Employer Methodology to empower Startup, Scaleup, and early stage companies to consistently Attract, Recruit, and Retain the top-talent they need to fulfill their critical missions. The methodology was derived from the successful engagement he had with more than 75 early stage companies (and his own Startups!) in building highly performant teams. From this experience he wrote the book, “Destination Employer” and he uses that experience to this day in supporting Startup growth. In addition he created the industry’s first CyberSecurity & Tech focused Recruitment & Retention as a Service (RaaS) Platform to assist Government Agency and Private Industry partners with the critical task of sourcing, recruiting, and leading the teams that ensure their success. And doing it in a manner that not only improves their overall Employment Brand but is the most cost effective solution by a wide margin! To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/gerrygadoury/ Website:  Redbeardsol.com   Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/     Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

In this episode of C-Suite Secrets, host Heather Parsons dives into the strategies every entrepreneur and executive needs to thrive during uncertain times. She unpacks how to navigate economic shifts, strengthen banking relationships, and apply smart pricing strategies that protect profitability.   Heather also highlights the importance of tracking key performance indicators (KPIs), making intentional investments for generational wealth, and cultivating a strong support network to sustain business growth. Packed with practical insights, this episode is a must-listen for leaders who want to make confident, strategic decisions and build a solid financial foundation for long-term success.   Connect with me: Linked In:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/     Join the C-Suite Insiders Group:  https://www.facebook.com/groups/csuiteinsiders   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, entrepreneur Grace Cupat shares her inspiring journey from graphic designer to startup founder. She reveals the real challenges of building a business from the ground up and the key insights that helped her grow as a leader. Grace explores the future of work and hiring, including the role of AI in resumes and recruitment, why tracking career development is critical, and how financial management can make or break a startup. She also discusses the importance of networking for funding opportunities, the benefits of bootstrapping a business, and how her company is creating innovative solutions to transform the job market and streamline hiring processes. Whether you’re an entrepreneur, startup founder, or executive navigating growth, this conversation is packed with strategies and lessons you can apply to your own career and business.   Bio: Grace Cupat is a software engineer, product builder, and founder with over 20 years of experience across tech, product, and mentorship. She is the founder and CEO of ViaSkill, a career development platform shaped by her own experiences feeling stuck, overlooked, or unsure how to explain her value during times of transition.   Grace leads with empathy and by example. She has spent time in both individual contributor and leadership roles, and she understands how discouraging it can be when hard work goes unseen. She believes strong businesses are built by leaders who value their teams and that employees who feel supported are a company’s greatest advocates.   For over a decade, Grace has mentored aspiring software engineers and UX/UI designers, helping them bridge the gap between learning new skills and finding real opportunities. Her work is driven by a desire to make career growth more accessible, more honest, and more human.   To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/grace-cupat/ (my personal Linkedin Profile) Company LinkedIn:  https://www.linkedin.com/company/viaskill/ YouTube:  https://www.youtube.com/@ViaSkill Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with Madison Feehan, founder of Space Copy, to explore her remarkable journey from working at NASA to launching her own venture in the 3D printing industry. Madison shares powerful lessons from her time in aerospace, the impact of mentorship on her career, and how she translates complex space innovations into practical solutions for a wide range of industries. She opens up about the importance of knowing when to pivot, the realities of government contracting, and the hurdles of fundraising as a founder. From rugged 3D printing applications to advice for aspiring entrepreneurs, this conversation is packed with insights on resilience, innovation, and charting your own path in business.   Bio: Madison C. Feehan is the founder and CEO of Space Copy. As an early career professional based in Edmonton, Canada with a background in advanced lunar instrument development and early-stage innovations for NASA’s Planetary Science, Heliophysics, and Astrophysics divisions, Madison’s initiatives are focused towards combining deep-tech development for in-situ resource utilization (ISRU) with entrepreneurship. Madison’s background is based in Commerce, and she holds a Harvard Business School Certification in Entrepreneurship and Innovation, in conjunction with ongoing studies in International Business. Madison seamlessly merges scientific expertise with a keen business acumen and stands at the intersection of space science, entrepreneurship, and STEM education.  As the leader of Space Copy, an international logistics and manufacturing company, Madison leads groundbreaking initiatives, driving innovation in space technology and fostering accessible STEM education, as well as serving as the G100 Region Chair of Space Technology and Aviation for the Province of Alberta, and Chair of the Lunar Chamber of Commerce. Her commitment to shaping foreign policies for small businesses in STEM through volunteer work with consortiums including the United Nations, Lifeboat Foundation, and National Small Business Association; mentoring others in sciences and propelling innovation and collaboration across borders with visionary leadership.   To connect with our guest, click on the links below: https://www.linkedin.com/in/madison-c-feehan/ https://linktr.ee/SpaceCopy.Inc https://spacecopy.com/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, Heather Parsons sits down with, Chris Allaire.  He shares his journey of building a purpose-driven company and the lessons he’s learned along the way. From prioritizing character over credentials in hiring to navigating the evolving tech talent market, Chris offers candid insights into what truly drives successful recruitment. He explores the growing role of AI in hiring, the importance of fostering long-term relationships in recruiting, and why understanding a company’s core business needs is key to making the right talent decisions. Chris also delivers practical advice for fellow entrepreneurs on staying grounded, adaptable, and resilient in today’s fast-changing business landscape.   Bio:   I have simple philosophies: If it's not fun, it's not worth doing. Find something you're good at and do it better than anyone else.  I'm a proud husband and father to 2 incredible girls, an entrepreneur, damn good cook, crab cake connoisseur, decent golfer, guitarist, dog lover, pilot, and a baseball enthusiast. I've been in the service-oriented industry for over 25 years. I have hired, built and managed high-producing teams from scratch on a National level. My company, Averity, is an award winning, 5-star rated company that I boot strapped from a living room table into a multi-million dollar firm that was voted The Best Staffing Firm to Work For in North America 2 years in a row. I lead leaders and manage managers. I am a chronic entrepreneur and run a people-first approach that influences the best.   To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/chrisallaire/ Website:  www.averityteam.com   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode, Heather Parsons sits down with Jason Andersen for a powerful conversation on how AI is reshaping the business landscape. Together, they explore the wide-reaching impact of AI—from shifting customer expectations and driving productivity to transforming modern marketing strategies. Jason shares expert insights on how AI tools are enhancing everything from application development to customer service. They also dive into the real-world challenges businesses face when scaling AI initiatives, the crucial role of professional networks, and how leadership must evolve in a rapidly changing, tech-driven environment. If you're navigating AI adoption or leading digital transformation, this episode offers a clear look at how to stay competitive in a world where innovation moves fast and consumer behavior evolves even faster.   Bio:   Jason is a thought leader and principal analyst covering application development, AI, agents, and dev/ops platforms for Moor Insights and Strategy. Frank and passionate observations of technologies and the business strategies that drive them. Prior to Moor, Jason led software and hardware product lines at multiple enterprise technology companies.    To connect with our guest, click on the links below: moorinsightsstrategy.com www.linkedin.com/in/jasontandersen x.com/jasontandersen   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this insightful episode, Svitlanka Sergiichuk, co-founder of Neofin, takes us behind the scenes of building a FinTech startup in the fast-moving world of lending automation. She opens up about the real-world challenges of scaling a SaaS company, navigating compliance, and staying adaptable in a rapidly evolving industry. Svitlanka shares the critical metrics she tracks for sustainable growth and highlights the pivotal role of customer feedback in shaping product direction. She also candidly discusses the operational missteps many founders make—and how to avoid them. Whether you're an early-stage founder or a seasoned business leader, this conversation offers valuable takeaways on leadership, strategy, and building with intention.   Bio Svitlanka is a co-founder of Neofin, a lending automation platform that enables financial institutions to seamlessly launch and manage loan products with speed and efficiency. Under her leadership as Chief Operating Officer, Neofin has expanded into 11 countries across North America, Europe, and the Middle East. Svitlanka is an alumna of premier fintech programs, including Equifax Accelerate, Mastercard Start Path, and WMNFintech by BMO. These experiences have provided her with deep industry insights and a powerful global network. Svitlanka has taken the stage at major fintech conferences such as Money20/20, Sibos, and competitions such as North America’s WMNTech where she won the top 5. Her expertise spans enterprise and startup fintech partnerships, where she has successfully driven collaborations that fuel innovation in lending in particular. Outside of the working hours, Svitlanka is a calisthenics athlete competing at an Ontario provincial level, and an active supporter of social initiatives supporting prominent Ukrainian tech talents and connecting them to the global market. To connect with our guest, click on the links below: LinkedIn:  https://www.linkedin.com/in/svitlanaromaniuk/ Website:  https://neo-fin.com/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/ 🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: On this episode of C-Suite Secrets, host Heather Parsons sits down with Kevin Wolf, Co-Founder and CEO of Wind Harvest International, for a compelling conversation on clean tech innovation and entrepreneurial grit. Kevin shares his journey, from navigating rivers as a guide to steering the future of renewable energy with vertical axis wind turbine technology. He opens up about the uphill battle of funding clean tech startups, why crowdfunding became a game-changer, and how government incentives can make or break innovation. Throughout the episode, Kevin highlights the critical role of financial discipline, investor relationships, and the often-overlooked impact of tax credits on scaling sustainable solutions. He also delivers practical, hard-earned advice for founders looking to break into the clean energy space. If you're passionate about entrepreneurship, renewable energy, or what it really takes to lead in a capital-intensive industry, this episode is for you. BIO: Kevin Wolf is a co-founder and the CEO of Wind Harvest International. He has worked for the Company since 2006 and has become an expert on vertical axis wind turbine technology and turbulent mid-level wind resources. He graduated with a BS in Evolution and Ecology from UC Davis and uses his science education in most everything he does. Among other volunteer activities, Wolf chairs the California Clean Money Action Fund that has successfully passed legislation reducing the power of money in elections and politics. He is a co-founder and lives at N Street Cohousing in Davis California.   To connect with our guest, click on the links below: Website:  www.windharvest.com LinkedIn:  https://www.linkedin.com/company/wind-harvest-international Facebook:  https://www.facebook.com/windharvest Instagram:  https://www.instagram.com/windharvest/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode, Heather Parsons sits down with Lucky Gobindram, President of Kinmeric, for a deep dive into the company’s evolution and how emerging technologies like AI and spatial computing are reshaping business operations. They explore why a solid understanding of XR technologies is becoming critical for organizations, and how to effectively measure ROI in tech-driven initiatives. Lucky shares his perspective on the growing importance of data analytics, navigating intellectual property in innovation, and a fascinating emerging concept: vibe coding. The conversation also digs into the human side of tech transformation, from change management and resilience to the lessons learned through entrepreneurial missteps and navigating economic uncertainty. It’s a candid, forward-looking discussion on staying agile and adaptable in a rapidly shifting landscape. Bio: Lucky Lance Gobindram is the President and Co-Founder of Kinemeric, an award-winning emerging tech firm pioneering XR, AI, and immersive enterprise solutions. Alongside his brother and partner, Ash Gobindram, Lucky has built Kinemeric into a trusted innovation partner for Fortune 500s and visionary startups—delivering next-gen platforms that transform how businesses train, operate, and engage. With 15+ years at the intersection of strategy, design, and frontier tech, Lucky brings a pragmatic lens to emerging technologies—focusing on commercial impact, speed-to-market, and real-world adoption. Under his and Ash’s leadership, Kinemeric has launched enterprise XR systems, embodied AI agents, and spatial tools that reimagine user experience and drive measurable outcomes. A frequent speaker and advisor, Lucky is known for his no-fluff take on where digital is going next—and how to get there now.   To connect with our guest, click on the links below: https://kinemeric.com/ Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode, Mike Contreras shares his entrepreneurial journey and what it takes to succeed in the world of government contracting. He offers practical insights into navigating the complexities of the sector, including overcoming red tape and building strong relationships with government clients. Mike also talks about the importance of resilience, using the right metrics to drive growth, and developing a flexible talent model that can adapt as the business evolves. If you're looking for a behind-the-scenes look at building a business in the government space, this episode is packed with valuable lessons.   Bio: Michael Contreras, Ph.D., is the Founder and President of Ensemble, an advanced technology company specializing in IT modernization. An entrepreneur at heart, Mike founded Ensemble after a tour through the Federal Government, experiencing firsthand its digital struggles. Today, the company orchestrates a flexible workforce ecosystem to build cloud and AI solutions that enhance business outcomes for the aerospace and public sectors.   A three-time Founder and Board Director, Mike has contributed to TechCrunch on future of work topics, and his work has been highlighted by the White House, covered by Forbes, and featured in Delivering on Digital: The Innovators and Technologies That Are Transforming Government. A past NASA rocket scientist and Fulbright Scholar, he holds B.S. and M.S. degrees from UCLA, a Ph.D. in civil engineering and a Master of Mechanical Engineering from Rice University, and an MBA in finance and management from The Wharton School of the University of Pennsylvania.  To connect with our guest, click on the links below: Website:  https://ensembleconsultancy.com/ LinkedIn:  https://www.linkedin.com/company/ensemble-consultancy/ X:  https://x.com/EnsembleDC   Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode, James Hotson opens up about his entrepreneurial path, sharing the lessons he’s learned while building companies and embracing the power of AI. He dives into how AI has evolved, with a special focus on agentic AI and how it's transforming both customer support and internal operations. James highlights why speed matters in business, what makes a sales strategy effective, and how a strong team can drive lasting success. He also talks about his experience with acquisitions and offers insight into the real challenges of scaling revenue in the SaaS world.   To connect with our guest, click on the links below: Email:   [email protected] Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with Jason Makevich to explore the powerful intersection of cybersecurity and entrepreneurship. With years of experience in the tech space, Jason shares insights from his journey and emphasizes why building a resilient company culture and surrounding yourself with the right people are non-negotiables for long-term success. From implementing strong business systems to navigating the ever-evolving cybersecurity landscape, Jason offers real-world advice for founders and executives alike. He also opens up about tough lessons learned, including why saying “no” to the wrong clients can be one of the best business decisions you’ll ever make. This episode is packed with takeaways on leadership, operational frameworks like EOS, and the mindset shifts required to grow a secure, scalable, and sane business.   Bio: As the Founder & CEO of two cybersecurity companies, Greenlight Cyber, an MSP established in 2010, and PORT1, an MSP channel provider for Island Enterprise Browser, Jason had dedicated his career to empowering, equipping, and protecting SMBs against rapidly changing cybersecurity threats through education and innovation. As an award-winning speaker and thought leader, Jason is passionate about educating the community around risks in the constantly evolving cyber landscape.  Jason actively volunteers with SecureTheVillage and the Cyber Readiness Institute, where he dedicates his expertise to helping nonprofits effectively manage their cyber risk.   https://securethevillage.org/ is a nonprofit I volunteer with which helps small businesses, nonprofits, individuals, and families with cybersecurity resources.   To connect with our guest, click on the links below: Website:  https://greenlightcyber.com LinkedIn:  https://www.linkedin.com/in/jmakevich/ Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with George Birrell, founder of TaxHub, breaks down the must-know tax strategies every entrepreneur should understand. George sheds light on the most common (and costly) tax mistakes business owners make early on, and how to avoid them. From choosing the right business structure to separating personal and business finances, George walks through real-world advice on building a tax-smart business. He also dives into how AI is reshaping bookkeeping, and why hiring family members can be a smart tax move. Plus, George shares why time discipline and financial readiness are essential for securing outside funding and growing with confidence.   Bio: After earning his master’s in taxation and scoring in the top 10% of his class on his CPA exam, George began his career in public accounting. 12 years in, he transitioned into controllership for an engineering firm in New York City. Even as his career evolved, as an innovator it was never far from George’s mind that when it came to consumer tax prep, there had to be a better way. When he found that way, the idea behind Taxhub took shape. Determined to bring customers a better tax experience, George began discussing his idea with people with skills he knew he would need and began assembling a team that could help bring this idea to the masses. When not vigorously pursuing his dream, George enjoys spending time with his family and friends, and working out at his local CrossFit gym, and keeping up with his Morkie, Wuzzy. To connect with our guest, click on the links below: Website:  GetTaxHub.com LinkedIn:  https://www.linkedin.com/company/gettaxhub/ Facebook:  www.facebook.com/gettaxhub.com   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes: In this episode of C-Suite Secrets, host Heather Parsons sits down with tech entrepreneur and executive Jason Reade to explore how data and AI are reshaping the startup landscape. Jason shares his entrepreneurial journey and breaks down why clean data, clear KPIs, and smart AI implementation are essential to scaling successfully. The conversation dives into the practical side of AI.  How to use it, when to trust it, and where many leaders go wrong. Jason also highlights the critical mindset shift founders need to make: stop chasing trends and start focusing on the metrics that actually move the needle.   Bio: Jason is a technology entrepreneur and executive with almost two decades of experience at early- and growth-stage startups. He specializes in product and technology strategy, product development, analytics, and AI. He lives in Watertown, MA with his wife, 7-year-old twins, and Ruthie the micro-bernadoodle.   To connect with our guest, click on the links below: Email: [email protected] LinkedIn:  https://www.linkedin.com/in/jraede/   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons sits down with Steve Meek to explore the intersection of technology, business strategy, and operational excellence. Steve shares his entrepreneurial journey and breaks down how business leaders can intentionally align technology with their growth goals—without overspending or overcomplicating their systems. You’ll hear real-world insights on: Why vendor management is make-or-break for scaling teams How to approach cybersecurity as a continuous process, not a one-time fix Tactical steps business owners can take to strengthen operations What business metrics actually matter in today’s landscape And how the responsibility for cybersecurity is shifting within organizations If you’re a founder, executive, or operator looking to tighten up your tech stack and future-proof your business, this episode is packed with actionable advice you won’t want to miss. BIO Steve Meek is the founder and CEO of The Fulcrum Group, Inc., a leading IT managed services provider serving small to mid-sized businesses and local governments across North Texas. With over three decades of experience and a CISSP certification, Steve brings deep expertise in cybersecurity, compliance, AI and strategic IT planning — all grounded in a practical, business-first mindset. Known for his approachable style and straight-talk leadership, Steve is passionate about helping organizations turn technology into a true business advantage. Whether he’s guiding a city through CJIS compliance or helping a medical clinic prepare for HIPAA audits, Steve focuses on simplifying the complex — and delivering peace of mind along the way.   To connect with our guest, click on the links below: Website:  https://www.fulcrum.pro/ LinkedIn:  https://www.linkedin.com/company/795291 YouTube: https://www.youtube.com/channel/UCTxQ5XZ2KctgXYlm_Bi6mfQ X:  https://x.com/thefulcrumgroup Facebook: https://www.facebook.com/TheFulcrumGroup 🎁Get your educational guides:  https://www.fulcrum.pro/resources/educational-guides/   Connect with me: LinkedIn:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode, Heather sits down with Dayal Bhagat  and dives into his journey from a broad IT background into a specialized focus on cybersecurity. His mission? Bringing affordable, effective solutions to small and mid-sized businesses. He breaks down why every business, no matter the size, is a target and why email security and ongoing education are non-negotiables. Dayal shares insights on common cyber threats, the real-world challenges companies face, and how to strategically plan for tech upgrades with ROI in mind. We also explore how AI is changing the cybersecurity landscape, the critical need for regular assessments, and what it takes to stay agile, especially for organizations with a global or remote workforce. Whether you’re building your first cybersecurity plan or refining an existing one, this conversation is packed with practical advice to help you stay ahead of the threats.   To connect with our guest, click on the links below: Email:  [email protected] LinkedIn: http://linkedin.com/in/dayal-bhagat-89028621   Connect with me: Linkedin:  https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/   🎁Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist

Show Notes:   In this episode of C-Suite Secrets, host Heather Parsons sits down with Ken Winell, entrepreneur, tech consultant, and engineering veteran, for a powerful conversation on driving business growth through smart technology. Ken shares insights from his diverse career spanning multiple industries, and how he’s helped companies harness the power of innovation, especially AI, to stay competitive. From building high-performing teams to boosting operational efficiency, Ken dives into what it really takes to scale in today’s fast-moving landscape. They also explore the practical side of tech adoption: how to budget for it, why data integrity is non-negotiable, and what the future holds for AI in business. Whether you're tech-savvy or tech-curious, this episode is packed with actionable takeaways for leaders looking to level up.   BIO: Ken is a dynamic force at the intersection of business innovation and emerging technologies. Ken Winell is a recognized AI strategist, business transformation advisor, and trusted guide for organizations navigating the complexities of digital evolution. Across industries like life sciences, logistics, manufacturing, and consumer goods, Ken has helped companies not just adopt artificial intelligence — but strategically integrate it to drive real, measurable impact.   Known for his practical wisdom, sharp business instincts, and infectious energy, Ken bridges the gap between technology and real-world business needs. He is passionate about making AI accessible, actionable, and a catalyst for reinvention — not just for large enterprises, but for growing companies eager to compete and lead in a new era. Beyond his consulting and advisory work, Ken is a thought leader who believes innovation should always serve people first. His talks, articles, and leadership style reflect a rare combination of deep technical insight, market savvy, and a genuine commitment to mentoring the next generation of business leaders. Today, he’ll share a fresh perspective on how speed, innovation, and trust will define the winners of tomorrow.   To connect with our guest, click on the links below: LinkedIn:  linkedin.com/in/kwinell   Connect with me: https://www.linkedin.com/in/heather-parsons-cfo/ https://heatherparsons.com/links https://oneroomhq.com/ Get your free checklist to Turn Your Business Success into Lasting Wealth  https://info.thesummitcfo.com/investment-readiness-checklist