CFO Coffee Talk

What does it take to ride the 100-foot AI wave without leaving your people behind? Meet Ana Melikian, Ph. D. | MINDSET ZONE® Podcast Host | Founder of AMAZE Coaching LLC . She is a psychologist, international speaker, bestselling author of MINDSET ZONE and host of a top 1% podcast. Originally from Portugal and a three-time cancer survivor, Ana Melikian, PhD brings a unique perspective on human pot...

What makes someone a leader others genuinely want to follow?   Marjorie Dudley business owner, leadership coach, podcast host and author of Lead Yourself First, joins Florida CFO Group Partner Phil Nahajewski for a conversation on self-leadership.    Together, they'll unpack their favorite lessons from her book, Lead Yourself First: 27 Principles of Self-Leadership for a Life of Purpose, Grow...

"Go Green" has two meanings when two financial professionals with Michigan State ties get together to talk about generating wealth and Spartan football. Former Michigan State University and Pittsburgh Steelers tight end Mitch Lyons (founder of Mitch Lyons Wealth) joins fellow Spartan and CFO Coffee Talk host Phil Nahajewski to talk about how wealth managers and CFOs help business owners...

Is your bank small enough to know your business, and responsive enough to help you grow?    On the next CFO Coffee Talk, Florida CFO Group Partner Phil Nahajewski sits down with Robert Shaw , President and CEO of Echelon Bank , a new, locally owned bank serving the Tampa Bay business community.   They’ll discuss why strong banking relationships matter, the value of local decision-making and what e...

We’re excited to welcome  Nithesh Gudipuri , one of Raymond James ’ tech leaders, to CFO Coffee Talk for a timely conversation on how large enterprises are navigating the opportunities, risks and realities of major AI investments. Nithesh joins Florida CFO Group partner and host Phil Nahajewski to break down complex topics like “Enterprise Semantic Convergence” and “Architectural Convergence” and,...

Are you ready for some football talk about business?    In this episode of CFO Coffee Talk, Todd Smith , strategic advisor and author of First and Ten on the Twenty, joins Florida CFO Group Partner (and Detroit Lions fan) Phil Nahajewski for a conversation about what football can teach us about business and leadership.   From attitude and preparation to strategy, teamwork and entrepreneurship, Tod...

What does a founder really need from a CFO as their business grows? Florida CFO Group Partner Cory Douglas brings more than 30 years of financial leadership experience to CFO Coffee Talk for a conversation about the unique role a CFO can play alongside founders and business owners. Cory and host Phil Nahajewski explore how the right fractional CFO can help turn an entrepreneur’s vision into financ...

Do you really need more leads, or do you need a smarter approach to turning the right opportunities into sustainable growth?    In this episode of CFO Coffee Talk, host Phil Nahajewski is joined by B2B Go-to-Market Strategist and author Michael Haynes , Principal of Listen Innovate Grow to explore what it takes to build a go-to-market strategy around how B2B buyers actually make decisions.   Micha...

AI is changing how businesses operate and grow, but technology alone isn’t a growth strategy. In this episode of CFO Coffee Talk, Katya Hughes , Founder of Inflection Point Studio , joins host Phil Nahajewski to explore what it takes to build a business that can scale effectively. They discuss the role of strong operations, strategic clarity, and how leaders can use AI as a practical tool to suppo...

Healthcare benefit plans can create valuable opportunities to grow and optimize your business, but they can also introduce risks that business owners need to understand and mitigate. In this episode of CFO Coffee Talk, Phil Nahajewski sits down with Frank Pennachio to explore the opportunities and risks within healthcare benefits and what business owners should know to make more informed decisions...

Healthcare benefit plans can create valuable opportunities to grow, strengthen, and optimize your business — if you know where to look. In this episode of CFO Coffee Talk, we speak with an industry expert about how business owners can take a more strategic approach to healthcare benefits and uncover opportunities that may otherwise be overlooked. Brittany George , Founder and CEO of HeR Strategic...

Can you create time? On our next CFO Coffee Talk, our special guest is Ellen Williams , Transformation Strategist at Cadence Consulting Enterprises and author of the recently released book Creating Time. Join us as we explore the mindset, strategies and technology that can transform our relationship with time. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn Learn more about the Flor...

When seasoned CFO Grant Fincham heard about the Florida CFO Group , he knew it was a community he wanted to be part of. In this episode of CFO Coffee Talk, Grant shares his journey from South Africa to Florida, what led him to become a CFO, and how financial clarity empowers business owners to make better decisions with confidence. Join host Phil Nahajewski for an engaging conversation about leade...

Our S6 Episode 4 Coffee Talk guest is internationally recognized business and transformational speaker, and the author of Stroke of Success, Roderick Jefferson . Roderick joins our partner and show host, Phil Nahajewski , in a wide-ranging discussion covering sales enablement, near-death experiences, and Detroit Pistons basketball. Interested in a signed copy of Stroke of Success? Learn more here:...

Our S6:E3 episode brings together two pricing strategy experts for a conversation entrepreneurs won't want to miss. Our special guest, Etinosa A. , is the CEO of Decision Alpha and a world-class behavioral economist who has helped shape pricing strategies for businesses across the US, UK, Australia, and Africa. Our host, Florida CFO Group partner Phil Nahajewski , brings 36 years of CFO exper...

We love talking to inventors, authors, and entrepreneurs on our CFO Coffee Talk show, so we are delighted to have Natalie Womack ⏸️ as our guest for this episode. Natalie is the inventor, founder, and CEO of Clarify™ and the author of From Betrayal to Boundaries. Clarify™ is a communication intelligence platform designed to help people pause between impulse and action before sending emotionally re...

Florida Institute of CPAs (FICPA) president and CEO, Shelly Weir and Florida CFO Group partner Phil Nahajewski share their perspectives on the special relationship between these two essential professions to kick off Season 6 of CFO Coffee Talk. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn Learn more about the Florida CFO Group Contact Us 

For our 100th CFO Coffee Talk episode, a CFO ( Phil Nahajewski ) and a Wealth Manager ( Steve Curley, CFA, CFP® - from 55 North Private Wealth ) toss around a few football analogies to help business owners see why they need a Mike Alstott and a Warrick Dunn in their backfield.  Steve is the host of the award-winning "Investors First Podcast" ( investorsfirstpodcast.com ) produced for the...

Our next episode of CFO Coffee Talk, AI That Actually Sells featuring special guest Kelly Crandall 📈 , President of Next Level Strategies, LLC . AI is transforming how sales teams operate, but what actually drives revenue in an AI-powered world? In this episode, Kelly shares how businesses can use AI to strengthen pipelines, improve coaching, and create more selling time. With over 25 years in sa...

This week, host Phil Nahajewski sits down with Melissa Tony Stires , Founding Partner at Mia AI , and CEO of the Fundamental Wellbeing Foundation . Fresh from World Economic Forum week in Davos, Melissa shares global insights on leadership, technology, and why the future belongs to business leaders who are both smart and human. 💡 What we cover in this episode: -Key takeaways and signals from Davo...

It can be lonely at the top, but it doesn’t have to be. For many business owners, leadership can feel isolating: big decisions, limited sounding boards, and pressure to always have the answer. That’s where trusted peer communities like C12 can make a real difference. On this episode of CFO Coffee Talk, Troy Renfrow, MBA , Chair of Central Florida’s C12 Business Forums , shares what he’s learned fr...

Too many initiatives. Not enough finished work. On this episode of CFO Coffee Talk, Phil Nahajewski sits down with Andrea Jones, MBA, PMP, Speaker , author of Stop Starting. Start Finishing., to unpack why execution breaks down in growing businesses—and how leaders can fix it without more meetings, tools, or burnout. Andrea introduces the DONE leadership mindset, the Six Anchors of High-Performing...

Visionary business and technology leader - Nicolas Genest joins us on CFO Coffee Talk to share his journey as a 5-time CTO and 2-time CEO who is the driving force behind the AI Salon St Pete/Tampa community. Nicolas and host Phil Nahajewski talk about the early suceess of the AI Salon events. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn Learn more about the Florida CFO Group Cont...

How does clarity drive cash flow? On our next CFO Coffee Talk, business coach, Marla Bace and Florida CFO Group partner, Steven W. Weldon, MBA/CPA will talk about how COOs and CFOs can work together to make this happen.  Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn Learn more about the Florida CFO Group Contact Us 

Cindy Hesterman , CEO of Vistage Florida , joins us on CFO Coffee Talk to talk about how entrepreneurs can shift from "working IN the business" to "working ON the business".  Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn Learn more about the Florida CFO Group Contact Us