Create The Next From ProCFO Partners
Episodes
175 episodes
Collaborative & Connected: The Future of Business is Personal
Haleh Fardi, Co-founder and Managing Partner of ProCFO Partners, generously shares her expert perspective on how shifting ideas and ideals are impacting your ability to plan for next year and beyond. From pandemic realities to acknowledging the...
Messaging and Meaning: Improving Digital Communications and the Customer Experience
If your business isn't doing email or SMS marketing, you're missing out on making relevant connections to your customers. If you are doing email marketing...are you doing it well? Today's conversation with
Room for Growth: The Renovation of Unisan Group With ProCFO Partners
Tom White, Partner at Unisan Group, joins us today to explore how the needs and priorities of renovating businesses and work spaces has evolved,...
Under The Surface: Looking Deeper When Buying or Selling Your Business
A lot of has happened in the world of transactions in the last 24 months, notably because there's a lot of money flowing in business right now. Is your company ready to sell or acquire? In today's episode Dan Bartley talks about some crucial as...
Leadership, Learning and Legacies: The Modernized Multi-Generational Business
In this client story we talk with Baker Kearney, owner of GES-AGM, providers of of carbon and graphite products. Baker shares candidly about what his involvement with a company his grandfather started more than...
Empowered by the ERP: Working Smarter in Your Business
The ERP, or Enterprise Resource Planning platform, helps power the logistics, data, and even productivity in your business. Do you have one? Do you need one? Some smaller businesses have devised their own "ERP" without even realizing it through...
Business in Philadelphia: Tradition Meets Tomorrow
40% of the US Population is within an eight hour drive of Philadelphia. As one of America's oldest cities, Philadelphia has rich, storied tradition and a business culture that follows, with high premiums on relationships and authenticity. Juxta...
Blue Ocean and Blue Skies: Challenging Assumptions for Smooth Sailing and Soaring Potential
Despir Logistics Network has worked hard - and smart - to thrive with a blue ocean strategy, being largely uncontested in the...
Creating Your Advanced Warning System to Avoid Cash Flow Catastrophe
Maybe the only thing worse than cash flow issues are being surprised by cash flow issues. In today's episode Jeffrey Wollman shares his Advanced Warning System - specific actions, benchmarks and processes for you to put in place right now that'...
The Architects and The Answer: How ProCFO Partners Helps The Alford Group Develop a Visionary Blueprint
The Alford Group in Chicago helps non-profit and non-for-profit organizations advance their goals, advance their missions and deepen their impact in communities. CEO Brenda Asare describes the consultancy as "ar...
Found in Translation: How ProCFO Partners is Helping a 118 Year Old Family Business Create The Next
Craig Buckstein is the CEO of Geneva Worldwide, a language service provider delivering interpretation, translation, transcription, and over 200 different languages for their clients and partners wor...
Foundation and Support: Construction Industry Best Practices For Financial Strength
The construction companies that are the most profitable right now are succeeding because they have made it a point to push financial understanding down to the field level. In this episode Tom Sherman shares his four best practices for construct...
The Big Picture: Best Practices for Managing Growth in Manufacturing
This week Gerry Quinn shares his insights on how small and mid-market manufacturing companies can develop better strategies for intentional growth, including - what do you do when everybody's doing their job but the job's still not getting done...
The Detective and The Driver: The Illuminating Journey of Ultra Bright Lightz
When Justin Tomney, President and CEO of Ultra Bright Lightz, founded the company he was doing it all, including assembling produc...
Understanding Change vs Transition: The Most Important Business Challenge
Change in business is inevitable. If we're fortunate we get to assume some control in change. Other times we can feel like we're just at the mercy of change. In today's episode Tom Kenter from ProCFO Partners lays out thoughtful, calculated str...
The Scientist and The Sage: How ProCFO Partners Has Changed Business for Victus Ars
Michelle Frame is the Founder and CEO of Victus Ars, who "helps companies make better snacks." It might sound like the sweetest job in the world, but the challenges Frame and her team of candy scientists ...
Creating AIR for Building Your Network
The value of your business network is not, in fact, the sum of your LinkedIn followers. With so many ways to connect today, it can be easy to confuse those often anonymous connections with meaningful business relationships. Join us as Marty Lat...
Why You Need a CFO's Perspective...But Not A Full-Time CFO
Every business, no matter how big or small, needs expert financial perspective. Whether it's someone you call a CFO who's giving you that perspective or just a financially minded advisor or partner, this skillset helps align the goals of the co...
Budgeting and Planning the Right Way
For business leaders, creating a meaningful budget and plan requires collaboration. Different perspectives from different stakeholders have to be considered to align on expectations, get buy-in and create ownership and accountability. In today'...
Scenario Planning vs Contingency Planning for Not For Profit Organizations
Scenario planning for Not For Profits involves looking at financial likelihoods or possibilities and planning around them. "If this happens, and this, then that becomes possible." Contingency planning, on the other hand, involves being prepared...
Business in Chicago: History, Innovation, and Role of the CFO
Chicago is a special city, steeped in history and tradition but on the cutting edge of technology and innovation. In today's episode of Create The Next ProCFO Partners' Managing Partner and Co-Founder Haleh Fardi talks about why she's chosen Ch...
All That Glitters... Being Smart With Acquisitions and Mergers
Whether you're considering the acquisition of a company for strategic advantage, are considering selling your company or looking to combine entities - all that glitters isn't always gold. Beyond the financial preparation and diligence are key q...
Don't Leave Money On The Table! How ERC, PPP & the CARES Act Can Help You
The unique challenges companies have faced with the pandemic have been met with unique opportunities for assistance. Join Tom Sherman fro ProCFO Partners as we explore the latest round of assistance available, including how the Employee Retenti...
What Got You Here Won't Get You There: Planning for Prosperous Growth
Professional athletes talk about how games change as players move from amateur to college to professional levels. It's not just skills development that's needed, but an ability to manage advanced competition, faster or more aggressive situation...
Driving With Data: Advice for Tech Startups and SAAS Companies
SAAS (Software As A Service) and startups, especially in technology, have a lot of tea leaves to read. In order to attract investors and funding you need to have a strong handle not just on the quality of your product but on the quality of your...