strategic finance partners

What I Wish Finance Professionals Knew Sooner, with Syed Nadeem
June 11, 202500:34:02

What I Wish Finance Professionals Knew Sooner, with Syed Nadeem

Syed Nadeem, ACMA, CFM was building the kind of career many finance professionals work toward. ✅ He had the certifications. ✅ The global experience. ✅ The leadership role. Then, out of nowhere, he lost his job. That was his turning point. He started focusing on skills no certification had taught...

Solving Revenue Recognition Nightmares for SaaS Companies, with Apurv Bansal
June 05, 202500:38:22

Solving Revenue Recognition Nightmares for SaaS Companies, with Apurv Bansal

If you’ve ever lost sleep over complex contracts, usage-based pricing, or revenue schedules that live in hundreds spreadsheet tabs, this episode is for you. I’m joined by Apurv Bansal, co-founder and CEO of Zenskar, to talk about how AI is helping SaaS companies automate billing and revenue recogni...

Beyond Compliance: Kendra LaFleur on Becoming a Trusted Advisor
May 29, 202500:32:02

Beyond Compliance: Kendra LaFleur on Becoming a Trusted Advisor

udit Director at FORVIS Mazars and board treasurer for Girls on the Run Georgia, Kendra LaFleur opens up about her journey from intern to partner, how she grew into strategic leadership, and how she navigates the evolving role of finance in mission-driven organizations.

From Combat Zones to Corporate Finance: Stephen McLain on Leading in High-Stakes Environments
May 22, 202500:40:52

From Combat Zones to Corporate Finance: Stephen McLain on Leading in High-Stakes Environments

Stephen McLain led 250 soldiers as an Army Commander. He built internal controls in Iraq to fight fraud and misuse of funds. And, he defended military budgets in front of NATO. Now, he helps corporate finance and accounting teams fix problems with their internal processes, financial modeling, and s...

Why Treasury is More Than Managing Cash, with Matthew Harlan
May 15, 202500:37:51

Why Treasury is More Than Managing Cash, with Matthew Harlan

Treasury often works behind the scenes, but Matthew Harlan shows why it should be a key player at the table. We cover what treasury leaders bring to IPO readiness, how to rethink working capital, and how finance teams can collaborate better across functions.

Secrets of Rockstar CFOs: Jack McCullough on Developing the Next Generation of CFOs

Secrets of Rockstar CFOs: Jack McCullough on Developing the Next Generation of CFOs

Jack McCullough has spent decades in the CFO seat, but his biggest impact may be what he’s done for the next generation of CFOs. He’s the founder of the CFO Leadership Council, a global community of over 2,500 senior finance leaders, and the author of three books including Secrets of Rockstar CFOs ...

The Critical Role of Accounting in Business Success, with Edwine Alphonse
March 27, 202500:43:28

The Critical Role of Accounting in Business Success, with Edwine Alphonse

In this episode of the Diary of a CFO podcast, Edwine Alphonse shares her journey from a work-study student in Canada to a senior controller at Ramp, discussing her experiences in startups, the importance of accounting, and how to build a high-performing finance team. She emphasizes the critical ro...

Nonprofit Finance Isn’t as Simple as You Think, with Stephen Newland
February 27, 202527:40

Nonprofit Finance Isn’t as Simple as You Think, with Stephen Newland

Nonprofit finance is more complex than it seems, and even well-funded organizations can struggle without proper financial management. Stephen Newland, fractional CFO and founder of MoneyPath, breaks down key challenges nonprofits face, from relying too much on budgets instead of cash flow to navigat...

Leadership Lessons from a CFO-Turned-Coach, Jeremy Earnshaw
February 20, 202500:40:59

Leadership Lessons from a CFO-Turned-Coach, Jeremy Earnshaw

After 25 years as a CFO, Jeremy Earnshaw shifted from managing numbers to mentoring leaders. He shares key lessons on leadership, decision-making, and communication. Great CFOs master tough conversations, delivering hard truths with solutions. Waiting for perfect information leads to paralysis—strat...

Aligning Strategy and Execution, with Beverly Davis
February 14, 202500:36:39

Aligning Strategy and Execution, with Beverly Davis

The numbers don’t lie, but they don’t tell the whole story either. Beverly Davis has spent years helping businesses uncover what’s really holding them back. Misaligned strategies, poor communication, and hidden inefficiencies can derail execution before it even begins. In this episode, we break down...

How to Build a Well-Rounded Finance Career, with Bryan Lapidus
January 09, 202500:29:08

How to Build a Well-Rounded Finance Career, with Bryan Lapidus

In this episode, I had the pleasure of speaking with Bryan Lapidus, FPAC, a finance leader whose career journey proves that adaptability and curiosity can open unexpected doors. From history major to finance executive, Bryan shares how embracing both technical expertise and big-picture thinking can ...

Executive Job Search Strategies, with Amy Sulgrove
January 02, 202528:24

Executive Job Search Strategies, with Amy Sulgrove

Ever wonder what really happens after you hit "Submit" on a job application? Do recruiters even see it, and if they do, what makes them take notice? In this episode, I chat with executive recruiter Amy Sulgrove, who shares eye-opening insights on how hiring works in the AI era and the common mistake...

Breaking Silos Between Marketing and Finance, with Elaine Benfield
October 31, 202400:39:22

Breaking Silos Between Marketing and Finance, with Elaine Benfield

In this episode, I sit down with Elaine Benfield, a marketing leader with over 20 years of experience, to discuss why finance and marketing teams often clash and how they can work better together. Misalignment between these departments can lead to tension and missed opportunities, but clear communic...