Create The Next From ProCFO Partners
Episodes
175 episodes
Where to Focus Now and Next Going Into 2025
With 2025 around the corner, most of us are trying to plan for what's next without losing focus on what's now. In this episode, Nelson Tepfer, CEO of ProCFO Partners, breaks down concerns and actions we're seeing more of as the year winds down ...
The Ripple Effect: How ProCFO Partners and MENTEE Are Supporting Connection and Education
Nonprofits face big challenges in figuring out growth while focusing on impact and meeting the demands of their mission. While all organizations face obstacles, nonprofits often struggle to build the infrastructure and partnerships that make th...
From Survivalist to Strategist: The Business Owner's Transformation
Financial management can feel like an overwhelming challenge for many small business owners, with constant pressure to make payroll, manage cash flow, and keep the business afloat. Jason Kitchell, President of Universal Medical Resources, knows...
The Thought Collective: How Collaboration Helps You Create The Next
Traditionally, CFOs often operate in silos, offering one-dimensional financial oversight that limits innovation and adaptability. This narrow approach can cause businesses like yours to miss out on critical insights, preventing them from seeing...
The Right Questions. The Right Answers. The Right Partner. Geneva Holdings Group Client Story
Tom Stevenson, CEO of Geneva Holdings, often says, “How can you answer the question if you don’t know what to ask?” Knowing the right questions guides strategic growth and ensures you address the root of challenges, not just symptoms. Without a...
The Hidden Drift: Does Your Business Model Match Your Reality?
Is your business model still aligned with your operations, or are you running on outdated assumptions? How do you even know? Many companies unknowingly drift away from their original vision, creating inefficiencies, frustrated teams, and missed...
From Instinct to Insight: RU Living’s Climb to Clarity with ProCFO Partners
Running a business on gut instinct only gets you so far. Join us for a Client Story in this episode and follow how ProCFO Partners helped RU Living, a student housing provider, move from intuition to data-driven decisions. Founder and President...
The Blueprint for Success: Best Practices for Construction Accounting
Mismanaging construction accounting can lead to costly overruns and unexpected financial issues. In this episode, we discuss how construction companies can avoid these pitfalls by understanding the nuances of construction accounting compared to...
The Difference Between an Expert CFO and a Controller
Choosing the right financial leadership is essential to your company’s growth and success, and making the right choice starts with understanding the distinct capabilities of each role. In this episode, we explore the differences between a CFO a...
Essential Financial Levers for Profitability
Neglecting the right financial metrics can stall your business growth. In this episode, we talk about what some of the "right" metrics are and discuss strategies for managing and optimizing profits and cash flow for SMEs. Kenton Gray helps us e...
Workplace Culture and Finance: The Missing Link to Growth
A workplace that ignores the role of finance in its culture is missing a crucial element for success - and most organizations don't put "finance" and "culture" in the same thought. Rodger Lazoff helps us explore how integrating these elements d...
How the Modern CFO Role Drives Business Success
Join us as we discuss how the modern CFO role is evolving, with insights from Vaughn Henson. This episode explores the critical role of training and education in helping create better financial literacy and operational efficiency, highlighting ...
The Strategic Role of the CFO in SMEs
Exploring the CFO's unique and sometimes misunderstood role in shaping organizational strategy, this episode examines their guidance in navigating long-term strategic development, including complex mergers, acquisitions, and more. We analyze wh...
Mastering Mergers and Acquisitions: Steps for Seamless Success
Exploring the critical elements of mergers and acquisitions, this episode discusses the strategies crucial for sealing deals that enhance company valuation. We scrutinize the essential nature of robust financial structures, especially how audit...
Navigating Toxic Investor Dynamics
In this episode, we examine the complexities of dealing with toxic investors and how they stand apart from enthusiastic supporters. We offer insights into strategies for leaders to handle the intricacies of these crucial business relationships,...
The Role of the CFO on Your Leadership Team
Today's episode explores the CFO's crucial and sometimes misunderstood role within your leadership team. Tom Morral shares insights on how a CFO can significantly influence the strategic direction of an organization and how the CFO must underst...
Optimizing Price Strategies: Growth Beyond the Bottom Line
Pricing strategies can make or break a business, impacting everything from profitability to market positioning. In today's discussion, we explore the nuances of optimizing pricing strategies, including why it's essential to think first about yo...
Beyond the Balance Sheet: How Finance Fuels Business Growth
For many of us in business, finance can often be intimidating, confusing, or a "necessary" part of the job. Today's episode peels back the layers of the dynamic and maybe less obvious role finance plays in driving business success. Join us as G...
Steering the Ship & Knowing The Seas: Managing Investor Relationships
In this episode, we're exploring the crucial aspects of managing outside investors - which, spoiler alert, means building and navigating relationships. Don Gage joins us to share insights on how investor expectations aren't just about ...
Marketing, Meaning, Money & Momentum: Client Story with Mike Batiste at Five Eighty
In this episode, we meet Mike Batiste, Managing Partner at Five Eighty, a Commerce Marketing Agency that stands at the intersection of digital and physical retail experiences, customer impact, ri...
Beyond the Bank: Alternative Funding & Strategic Financing
Navigating business financing sometimes introduces us to lesser-known paths, highlighting the limitations of conventional banking and the need for more creative solutions. In this episode, we explore securing appropriate funding for your busine...
Long-Range Business Planning: The Path to Your Next
Long-term success hinges on strategic foresight, but successful long-range planning is an art and a science - which sometimes makes it so difficult. Today's discussion is about planning for the long road and what to consider when steering your ...
Building with ROCKS: EOS Goal Setting & Success
For company's that know (and at ProCFO Partners, we know!), The Entrepreneurial Operating System, or EOS, has transformative power propel your businesses forward. One way is through its goal-setting fr...
The CFO's Guide to Building Better Business in Philadelphia
Philadelphia's unique blend of historical roots and innovative growth offers a dynamic backdrop, atmostphere and sometimes challenge for building business. In this episode, we're joined by Ryan Walter, Managing Director at ProCFO Partners and a...
Closing the Circuit: Client Story with Amtech
In this Client Story we're exploring the remarkable journey of a generational, family-owned electronics manufacturing business that's navigated challenges and innovated to establish a high-mix, medium-volume production model, setting a new stan...