CFO Bookshelf

Did you realize the first book written on OKRs was Radical Focus by Christina Wodtke? She's our guest along with Ben Lamorte who joins us for his second appearance on the show. We talk about when and when to never use OKRs.

When you think of iconic and successful CEOs, names like Bill Gates, Steve Jobs, Howard Schultz, Jack Welch, and Sam Walton probably spring to mind. Can you name a 4-time CEO who orchestrated overwhelming turnarounds at each of his stopping points? Hunter Harrison did, and he's the subject of the book, Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison . Our gu...

I'm a huge fan of the book, The Management Myth by Matthew Stewart. During our conversation, we talk about the business gurus, strategic planning, management consulting, philosophy, and what is a great manager.

Lora Cecere needs no introduction, but she's a global thought leader on supply chain. She is the founder of Supply Chain Thought Leader and also writes for Forbes. She also publishes content on her website Supply Chain Shaman as well as on LinkedIn. Lora is the author of Supply Chain Metrics that Matter which was published in 2015. She is followed by more than 320,000 on LinkedIn, and her org...

There are only three books I recommend on the topic of performance measurement. By far, the best title is Transforming Performance Measurement by Dean Spitzer. While working for IBM, Dean realized that training was not the path to better and transformation performance. As he started learning the good and the bad of performance measurement, he learned what was needed for organizational transformati...

Steve Cakebread's current CEO at Yext says he is the master of taking technology companies public. Steve published his first book in 2020 entitled The IPO Playbook, and we talk about what happens before, during, and after the IPO.

CFO Dive's, Jane Thier joins CFO Bookshelf to discuss the top business stories of 2020. While COVID and PPP dominated the headlines, other stories and themes developed as well such as automation, pivoting to digital, and working from home.

Tax CPA Jeff Shore gives us some last-minute tax insights for 2020 along with tax ramifications of a new administration in 2021. We also talk about PPP, timing expense deductions, tax credits, and expense classification. Don't worry - this is not boring at all. Jeff is quotable and easy to understand as he demystifies some complex tax topics.  

I'm a long-time reader of the great blog posts at Interworks.com. One of those writers is Dan Murray who is their Director of Strategic Innovation. I was so lucky in getting to meet Dan at a Quantrix conference a few years ago - that friendship has continued and led to this conversation about data extraction, ETL strategies, data infrastructure, and BI tools such as Tableau.

I recently heard an S&OP podcaster ask if S&OP is dead, and so I wanted to ask one of the pioneers in this planning space if S&OP was still revelvant. Our guest is Bob Stahl, an S&OP pioneer, speaker, writer, and consultant. You'll enjoy his first answer to my question.

I first learned about Doug Hall's insights on marketing and innovation when I read Jump Start Your Business Brain. His newest book is Driving Eureka. Doug is a pioneer in the field of innovation engineering and the founder of Eureka Ranch. He's our guest on this week's edition of CFO Bookshelf.

Retired FBI agent and cybercrime expert and author Scott Augenbaum is back for this bonus episode. He gives us 5 shopping tips for the upcoming holiday to protect us against cybercriminal activity.

This year, my email was hacked. I was lucky as nothing was stolen, just my time and patience. Once I got my email restored from Microsoft who made me feel like a criminal, I wanted to find an expert on cybercrime who specializes in cybersecurity.  Not only did I find him, but I read his book and found him on LinkedIn. Within hours, I was able to schedule an interview with retired special agent Sco...

Bob Lung is a CPA and CFO who has a side gig that includes followers around the globe. Bob is an author, podcaster, and membership site owner in the realm of fantasy football.  Bob tells us how he got his start in accounting and how he was introduced to fantasy football in the mid-80s. We also learn how his volunteer work at the NFL Hall of Fame each year in Canton, OH.

Do you have an and? That is, what do you do outside of work? That's the topic we explore with John Garrett, a former PwC internal auditor in M&A who then became a stand-up comedian. Today, he's a public speaker and consultant with a specialty in improving business cultures. He's also the author of the book, What's Your And?

Business coaching is a $15 billion industry, so CFO Bookshelf wants to know if executive coaching is overrated and over-prescribed. The no-name CFOs address those questions and more along with a very special guest who is relatively new to the industry.

I had no idea that the GoVenture suite of online business simulations even existed. Millions of players have learned the basics of business along with strategy, marketing, sales, operations, finance, and accounting through weaving their way through these realistic simulations. Our guest is Mathew Georghiou, the CEO and founder of MediaSpark, the creator of the GoVenture games. We talk about the or...

Startup expert Brett Fox is the author of Learn How to Take a Punch . In our interview, he discusses team building, culture, raising VC funds, when to scale and when not to and, product-market fit leading indicators.

In the next four years, CEO, author, and private equity expert Adam Coffey will be creating $2 billion in new wealth for his investors through just 6 initiatives with only a small team while maintaining a great culture of 3,000 employees. Adam is also the author of The Private Equity Playbook .

You've probably heard the term Open Book Management, but what if you could hear Board members of a successful company talk about this practice that's been used for nearly 10 years. In this episode, we talk with the founder and CEO of PFSbrands based in Missouri where topics include financial huddles. the book Keeping Score with Gritt, a strong company culture, core values, customer servi...

We've been a long-time fan of Peter Lynch who has created the Excel-based, A Simple Model . Peter brings an uncanny ability to teach and elevate the skills of those wanting to build financial models through his growing platform.

Professor Edward Hess is one of our all-time favorite business authors who has written 12 books. His newest is Hyper-Learning: How to Adapt to the Speed of Change. Ed states that hyper-learning is a high-quality effort that requires learning unlearning then relearning at the speed of change.

What job did you have when you were 20 years old? Imagine starting a complex sales position during one of the most challenging economic environments our country has ever experienced. Yet, 20-year-old Alex Dickinson overcame overwhelming odds that he would not succeed in his father's company.

If you were asked to cook the books, would you? That's the situation Aaron Beam found himself in when his CEO told him to fix the numbers to appease Wall Street investors. Aaron is the author of HealthSouth: The Wagon to Disaster. Aaron joins us to talk about his role in the fraud, ethics, intimidating CEOs, and so much more.

Paul Downs is the author of the highly-popular book, Boss Life, and is a former guest columnist of The New York Times. Paul in this insightful interview talks about the ups and downs in running a small business and getting the help he needed to stay on track and even begin to thrive.