Create The Next From ProCFO Partners

With its geographical positioning between New York and Miami, a diverse educational ecosystem anchored by institutions like Georgia Tech and Emory, increases in startup funding, friendly taxes and affordable living, Atlanta is a hub for innovation and entrepreneurship in everything from manufacturing to entertainment. Today we’re talking with long-time Atlanta CFO  and ProCFO Partners Managing Dir...

Today we meet Samantha Trice, founder of Hamilton Park Montessori School . Hamilton Park Montessori has transformed from a modest beginning to now serving over 300 students. Samantha Trice joins us to share the vision behind the school's creation, driven by a dedicated educator who sought to establish an institution rooted in community, and how that commitment - and its business model - has e...

Two essential questions business leaders should answer each day: What's the plan, and how are you going to execute it? In today's conversation we're talking about the impact of setting goals on a business's path to success. Join us as Karl Almond helps us break down how overwhelming business plans can be simplified into smaller, manageable goals and shares some real-life exampl...

ProCFO Partners believes that every company deserves the expertise of a seasoned CFO. In fact, our expert CFOs become integral members of your leadership team, bringing years of experience, the experiences of having worked in multiple industries, and often having held multiple executive seats. So when we say every company deserves an expert CFO, that has to mean more than, as long as they can affo...

Every business experiences bumps in the road of revenue - unexpected curves, obstacles in the way, rough terrain. In today's episode, we're discussing ways to stay ahead of the curve with regular revenue forecasting - what you need to know, do and expect as we explore the importance of consistently revisiting and updating your revenue forecasts. You ensure accuracy and relevance by keepi...

This episode is the recording of a webcast where Martin Cunningham of ProCFO Partners and Mark Kesti of Innovo Sales explore the nuances of company value, from balancing customer service and profitability to ways that high-maintenance clients can impact a company's bottom line (and what to do about it). Join us as we explore the vital role of interdepartmental communication in recognizing and...

Sometimes the barriers and ceilings holding you back from growth aren't lack of sales, goals or ideas: it's lacking the necessary skills to compete and succeed, mixed with lacking the processes to get there. In today's episode we're - ahem - breaking this down and discussing how the Entrepreneurial Operating System ( EOS ) provides powerful frameworks and cadences to help ident...

In this episode, Marcia Zaruba O’Connor, CEO and Founder of The O’Connor Group and Nelson Tepfer, CEO of ProCFO Partners, join us to explore the pivotal interplay between Human Resources and the CFO's role in modern business dynamics. Our conversation is wide-reaching and impactful as we explore how company culture isn't merely aspirational—it's intrinsically tied to operational suc...

More than ever, it's crucial to make your supply chain more efficient, cost-effective, and able to compete globally. In this episode, Martin Cunningham joins us to discuss the tight labor market, the importance of customer relationships, and we investigate how the implementation of the latest technologies and strategies, including in AI, can help businesses succeed in today's rapidly cha...

ERP migrations, CRM implementations - the tech and software that helps drive your business can't be shortsighted or small decisions. Are you involving your CFO? How? Today Josefina Garcia joins us to talk about the business impact and the potential of new technologies and major software change decisions. Learn what to watch for, what to avoid, and how to make the right strategic decisions wit...

In today's episode we're arming you with the necessary strategies to set up internal controls, minimize risk, and save money. Accounts Payable is where strong relationships with vendors are cultivated, but it's also where left unchecked, risk can infiltrate your business. Plus, inefficiencies can plague processes where invoices are stuck in inboxes. Learn how, what to do about it, a...

So your board (or team or voice in your head) says, You need a fractional CFO. Or wait, maybe they say, You need a part-time CFO. A full-time hire? Maybe a consultant? All you (or they) are really sure of is: You need help. In today's conversation, Haleh Fardi joins us and challenges conventional notions of financial management, introducing a fresh perspective on the role of a fractional CFO...

It might not be flashy, but fine-tuning your systems and processes is one of the smartest ways to maximize value, increase efficiency, and make big organizational changes that lead to high performance. In today's episode, we're exploring the essential basics of how organizations work, how to ensure tasks are completed the same way each time, and the convenience of implementation. How do...

When automation combines with the latest technologies in AI, your business can power forward in exciting new ways. Today we're discussing the present and future of automation with Joe Meyer. We discuss the differences between AI and RPA and the benefits each offers, such as cost savings, improved efficiency, and data-driven insights. We talk about symptoms you might be experiencing to know if...

The last few years have caused massive disruption in how businesses manage their supply chains, exposing inherent weaknesses for some, and strengthening areas for others. A trend we're seeing more and more in manufacturing is onshoring or re-shoring manufacturing to the US. Today we're exploring the changing landscape of the supply chain, the advantages of bringing manufacturing home, an...

Every business leader is faced with difficult decisions. Not every business leader is decisive. And many of us aren't focusing on the decisions we actually need to make. In this episode, we're discussing how to effectively tackle complex decisions, from understanding the consequences of your choices to prioritizing decisions and seeking out counsel from others. ProCFO Partners CEO Nelson...

In today's episode, we're talking with Ryan Walter about how to use research and soul-searching to anticipate and plan for strategic objectives and overcome potential challenges. Many of us think we're doing strategy when really we're just busy with tactics on steroids. We visit strategy once a year (maybe) and forget about it when the next emergency hits us. In our conversatio...

In the services industry, we're often trading time or talent for revenue, rather that widgets and material goods. In our conversation today Howard Nagelberg joins us to explore how inefficiencies (profit killers!) can happen and how to manage and eliminate them. We talk about the importance of accurately estimating costs and time to ensure your team is in the right roles and performing to the...

The best way to know your customers? Talk to your customers. Today we're exploring ways to better connect to your revenue stream so you can take your customer relationships, cash flow, and strategic decision-making to the next level. Join us as we discuss leveraging customer data, ways and methods for connection, strategic incentives s and more to increase customer loyalty, optimize cash flow...

Experience something extraordinary. Discover the creative cultivation of culture, cuisine and imaginative design of Fox Lifestyle Hospitality Group, crafters and curators of five restaurants in Manhattan. Today Mark Fox joins us to discuss his experience-first philosophy for customers and employees. Mark discusses the vision of Fox Lifestyle Hospitality Group, and how Melanie Shaw, their ProCFO fr...

Is your business at risk in the ever-changing economic landscape? Learn how to minimize that risk, protect yourself and your business with strategies to manage cash flow, assess sales projections, create a budgeting plan and more. Randall Talcott joins us to explore the actionable advice you need to proactively prepare for the potential impacts of inflation, interest rate hikes, and even bank fail...

ChatGPT, AI and Machine Learning are changing business. Today we're talking about how. From streamlining day-to-day operations to uncovering valuable insights, taking full advantage of AI and Machine Learning requires some shifts in thinking, processing and planning. Sunny Sharma joins us to explore the impact of AI on the CFO and their role, where responsibilities might shift and adapt, what...

Recent headlines about banking crises or emerging potential have a lot of us concerned about things we can't control in our business' financial functions. Today we're looking in-depth at the risk realities and connecting on what we can control, even in the shadow of...well, we're not sure. And that's part of the concern. What we do know is your relationship with your banke...

In today's episode we're sharing insights into how to more efficiently (and rapidly) create success by utilizing business velocity. We're exploring the tools and structures that will keep your business competitive and profitable, even as things change around your business. We'll introduce new ideas on strategic cadence, how the EOS (Entrepreneurial Operating System) model creat...

Mike Durney has sat in seemingly every chair in the C-Suite, and it's that breadth and depth of experience that he brings to work with him at ProCFO Partners. Today we're talking with Mike about his road to being a ProCFO, from leading in different industries, honing skills in unique environments, and even the value of taking a break (taking a break the way only a CFO can) in contracting...