The Owner Seat

In this episode of The Valisights Podcast , host Albert Ramos sits down with Carl Seidman, CSP, CPA — Microsoft MVP, FP&A educator, and one of the most trusted voices in modern finance. Carl has trained more than 100,000 finance professionals on Excel, cash forecasting, dynamic modeling, and advisory skills. As the founder of Seidman Financial, a faculty member at Rice University, and a Certif...

In this episode of The Valisights Podcast, host Albert Ramos sits down with Ravyn Reid , Co-Founder of Alchemize House — the wellness-focused social club redefining how we connect, gather, and celebrate. What started as a rooftop experiment in Sayulita, Mexico has evolved into a global movement — with Alchemize House hosting alcohol-free wellness events at iconic venues like The Surf Lodge in Mont...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Kendra Mathias , Finance leader at Amazon, global speaker, and passionate advocate for building high-performing finance teams that think beyond the numbers. Kendra has spent more than 15 years managing multi-billion-dollar P&Ls, scaling forecasting processes, and delivering insights to senior executives across industr...

In this episode of The Valisights Podcast, host Albert Ramos sits down with Kristy Barber — Finance & Operations Consultant, process improvement strategist, and the voice behind Fintigrated , her fast-growing newsletter that tackles the realities of entrepreneurship and finance. Kristy’s background blends finance leadership with hands-on operational expertise. She’s passionate about helping SM...

In this episode of T he Valisights Podcast , host Albert Ramos sits down with Bryan Lapidus , FP&A thought leader and Director of FP&A Practice at the Association for Financial Professionals (AFP). Bryan is at the center of the conversation on finance transformation, skills-based career models, and how AI is redefining FP&A as a true strategic partner. With 20+ years of experience in c...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Tom Schultz , seasoned CFO with 25+ years of experience — including 18 years as a fractional CFO serving 48 companies across industries. Tom is also the author of So You Want to be a Fractional CFO and the founder of the Fractional CFO Success Community , where he’s helping scale the industry from 10,000 to 50,000 profess...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Alice Fu , National Account Manager at Corpay, global payments expert, commercial real estate investor, and advocate for empowering underrepresented entrepreneurs. Alice’s career spans over a decade in financial services, software, and private equity — with a unique perspective from operating her own real estate portfolio...

In this Beyond the Ledger edition of The Valisights Podcast , host Albert Ramos sits down with Trey Moser , founder of Moser Ventures and the sharp, no-BS operator behind some of the fastest-scaling fitness and wellness brands in the country. Trey has advised 100+ fitness studios, franchisors, and coaching platforms on leadership, compensation, systems, and the real-world bottlenecks that kill mom...

In this episode of The Valisights Podcast, host Albert Ramos is joined by Marco Villarreal , Fractional CFO at The CFO Centre and one of the leading voices in strategic modeling, data-driven decisioning, and applied finance. Marco has spent his career building models that actually hold up — across international M&A, cross-functional decision-making, and high-stakes boardroom conversations. Thi...

In this episode of The Valisights Podcast, host Albert Ramos sits down with Wassia Kamon , CPA, CMA, MBA — strategic CFO, speaker, and host of The Diary of a CFO — for a candid, practical conversation on why influence is now the most undervalued skill in finance. With leadership experience spanning tech, manufacturing, financial institutions, and nonprofits, Wassia has seen what separates data-dri...

In this Beyond the Ledger edition of The Valisights Podcast , host Albert Ramos sits down with Justin Campbell , Head of Digital Strategy at Gym Tech and Principal at WELLconnected Fitness, to challenge the assumptions that are quietly killing innovation in the fitness and wellness industry. Justin’s background spans arena football, TRX, WaterRower, Gymlete, and now Gym Tech — where he’s helping r...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Soufyan Hamid — founder of The Finance Circle and a global leader in financial storytelling, influence, and human-centered FP&A. With experience spanning Deloitte, Proximus, and years coaching thousands of finance professionals, Soufyan delivers a clear message: storytelling is no longer optional . As AI takes over da...

In this episode of The Valisights Podcast, host Albert Ramos sits down with Duke Heninger , creator of The CFO System and fractional CFO to over 30 scaling companies, to unpack one of the most important transformations in modern finance: how overworked controllers become strategic CFOs — or burn out trying. Duke’s story is familiar to many in the field: public accounting, CPA, controller, then FP&...

In this episode of The Valisights Podcast, host Albert Ramos sits down with Glenn Hopper — Head of AI R&D at Eventus, author of AI Mastery for Finance Professionals, and host of FP&A Today — to unpack what finance leaders really need to know about AI agents, agentic workflows, and the next evolution of the Office of the CFO. Glenn isn’t here for buzzwords — he’s here to challenge outdated...

In this Special Edition of The Valisights Podcast , host Albert Ramos honors Men’s Mental Health Awareness Month by exploring the often-overlooked connection between hormonal health, mental well-being, and the pressure of leadership. Our guest is Angelica Jackson , a board-certified physician associate specializing in functional medicine, anti-aging, and hormone optimization. With over a decade of...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Ed Patton , Founder and CEO of PattonTrender, to unpack one of the biggest challenges facing SMBs today: financial confusion. With decades of experience advising small and mid-sized businesses, Ed has developed a breakthrough framework — The 5 Elements® of Financial Fundamentals — designed to give decision-makers fast, cl...

In this episode of The Valisights Podcast , host Albert Ramos sits down with David Strong — a seasoned C-suite executive, founder, board advisor, and Managing Partner at Strong Capital Partners — for a masterclass on how today’s CFOs must evolve. With over $1.15 billion in capital raises, exits, and M&A behind him, David brings a rare “owner’s eye” to finance leadership — one that goes beyond...

In Episode 7 of The Valisights Podcast , host Albert Ramos sits down with Julia Kozlov — a sharp, systems-minded Fractional CFO and strategic advisor leading the charge in the AI-powered finance movement. Julia unpacks how agentic AI is transforming the finance function from backward-looking reporting to forward-driving leadership. She shares why modern CFOs must become architects of scalable syst...

In this special edition, Beyond the Ledger, of The Valisights Podcast , host Albert Ramos sits down with Sean Barnes —President of WSS Solutions, executive coach, keynote speaker, and host of The Way of the Wolf Podcast . Together, they unpack what it really takes to lead in today’s fast-paced, AI-disrupted world. From middle management’s role in organizational success to the real traits of modern...

In Episode 6 of The Valisights Podcast , host Albert Ramos sits down with Brian Kalish — founder of Kalish Consulting, former AFP Executive, and one of the most connected thought leaders in global FP&A. Brian unpacks how Agentic AI and hyperautomation are reshaping the Office of Finance, why static reporting is dead, and how finance leaders must evolve into strategic advisors. With decades of...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Irene-Marie Seelig , Co-Founder and CEO of AccountGroove , for a tactical conversation on pricing psychology, workflow automation, and building a modern, scalable firm. Irene shares how she went from custom software development for brands like Adidas to launching a proposal-to-billing platform that’s transforming how acco...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Stefan Boehmer , VP of Finance for Körber Supply Chain North America, to explore how finance leaders are navigating the intersection of AI, sustainability, and leadership transformation. Stefan shares how Körber is embedding ESG principles across their global operations—while simultaneously investing in the next generatio...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Anna Tiomina , Founder of Blend2Balance, to explore how finance leaders can move from experimenting with AI to implementing real, time-saving automations. Anna shares her journey from CFO to AI strategist, and how she helps finance teams overcome digital transformation blockers, build AI literacy, and take the first steps...

In this special edition, Beyond The Ledger , of The Valisights Podcast, host Albert Ramos sits down with Shawn Dargusch, CEO and Founder of Luna Locums, to explore how he’s transforming the healthcare staffing space through purpose, innovation, and AI-powered financial intelligence. Shawn shares his personal journey—from overcoming a cancer diagnosis to launching Luna Locums with a bold mission: r...

In this episode of The Valisights Podcast , host Albert Ramos sits down with Lukas Sundahl , founder of Accounting Couture , to explore how he’s reshaping the perception of accounting through creativity, education, and community. Lukas shares how his love for accounting turned into a platform that promotes the profession through merchandise, content, and financial literacy tools — including a new...