Create The Next From ProCFO Partners

Healthcare insurance, like the healthcare industry, is complex, complicated and sometimes confusing. With the ever-evolving healthcare system and the pervasive influence of technology, it can be hard to keep up. Join us as we explore the discouraging inefficiencies that plague the business of healthcare and insurance discuss the latest advancements in healthcare technology that promise better outc...

Do you have the right players on your finance team? Do you know what your bookkeeper does differently from your accountant? Do you even have (or need) an accountant? Today we're talking about the different roles and responsibilities involved in a high performance finance team, from Tax Preparers to Controllers and the CFO. Learn who does what so you know who to rely on for specific input, and...

Nelson Tepfer, CEO at ProCFO Partners, joins us to talk about the importance of reflecting on performance in the last year. What met expectations? What didn't, and why? What could you have managed or controlled, and what surprises surfaced? By scrutinizing where you've been you can better plan ahead, prioritize proactive ways to avoid pitfalls, create strategies and achieve goals. Create...

Raising capital is a crucial part of running a successful business, but it can also be one of the biggest challenges that companies face. In today's episode, Randy Talcott joins us to discuss when it's time to raise capital, some common obstacles and challenges to raising capital, and the importance of having the right financial partners at your side. The right partners can provide valua...

Mentorship, coaching, and peer groups are crucial resources for professional growth and development. These support systems provide valuable guidance, support, and accountability that can help people navigate the challenges of leadership and succeed in their careers. Today Haleh Fardi, Chief Visionary Officer at ProCFO Partners, joins us to talk about the impact mentors and peer groups have had on...

As philosopher Soren Kierkegaard stated, effective leadership is mobilizing to create an environment that lets management's mindset Swing into the World of Possibilities. In today's episode, Roy Ryniker joins us to discuss creating a Vision of Success for your company. In today's ever-changing business landscape, having a clear vision for your company's future and adjusting to...

Setting goals is essential for any organization, but it's not always easy to get everyone on the same page. In this episode, Joe Shake joins us to discuss how to set directional goals that will create organizational alignment and focus. We'll explore the importance of setting measurable goals, the role of your leadership team in the process and getting your employee's buy-in while a...

As this episode reaches you, it's early November 2022. That means there are only weeks to wind down this year strong and be ready to kickstart 2023 in the most powerful ways possible. Today Nelson Tepfer, ProCFO Partners CEO, talks us through the importance of the right goals and strategies for your organization, measured against the best targets. Many companies set goals that aren't inh...

For many companies, the need to scale is almost accidental. A key client or project can initialize need - but are you ready? And...ready for what? Today Josefina  García joins us to pin down 5 Keys to scaling strategically so your customers, employees, and services are all moving in the right direction to grow profitably and proudly. Create The Next is delivered to you from ProCFO Partners . Every...

Today Todd Sloan joins us to discuss concerns and insights for how to scale and fund growth for companies that have maybe moved past start-up or initial funding and are now looking for next-round investments and opportunities. We'll discuss various strategies that can be used to finance growth like equity financing, debt financing, venture capital to private equity, and internal growth. We&ap...

Conscious Capitalism explores the ROI of putting your business model in the context of purpose. Its goal is to elevate humanity through business. As businesses continue adjusting to phenomena like The Great Resignation or "Quiet Quitting," it's become clear that employees and customers are increasingly uncompromising in their efforts to work and do business with companies that share...

Vision can't be achieved without engagement from your team - sometimes we call that "buy-in," which is shorthand for everybody being on board, in agreement, or at least in agreement to move in the same direction. And for that to happen, people need to trust the vision. This is true when you're leading a team, leading a company or leading a customer. Today Haleh Fardi joins us t...

Software as a Service (SaaS) companies have to keep an eye on the usual business and financial metrics, but there are some Key Performance Indicators (KPI's) that are uniquely essential. For a long time venture capitalists encouraged a mindset of growth at any cost, but increasingly the bottom line and long-term sustainability are levers for important decisions. The health of the company, its...

Business outcomes are the goals of a business. They are essentially the reason that a business exists. Business processes are the series of steps that are used to achieve those goals. They represent the way that a company does business and how it interacts with its customers, its suppliers, and its employees. Right? In today’s episode we’re breaking down what drives a business and what sometimes d...

Are we in a recession? Headed for a recession? Today Jeff Wheatley joins us to talk about responding to realities, rather than reacting to rumors. Join us for powerful insight and advice as we talk about how to align your actions to strategic goals, why it’s critical to develop a position of strength (regardless of headwinds), and how you can take action now – today – to improve your strategic, fi...

In construction projects, it is extremely important for contractors to understand the complexity of budgeting, timing, cash flow, managing purchasing, delivery, labor allocation, and accounting for their projects. In today's podcast episode, we're talking about how smart and efficient planning and tracking help assure profits and reduce the risks of losing money. Plus, learn some best pr...

You - yes you, whatever you do - have a technology company. Some of us are creating solutions that require certain technologies to function, some of us are developing those technologies, and all of us are using, benefiting from, or managing technologies in our business. More importantly, our customers have increasing expectations of how we use technology, from easier customer service to tracking o...

Agility in business is the ability to move fast. Strategic agility is moving fast with purpose . In today's episode, Haleh Fardi educates us on the value of being strategically agile. Not all organizations are designed for moving fast - yet market dynamics (and customers!) expect it. And those that can move fast often do so without a vision for future impact. Learn to understand how strategic...

Today Kathleen Quinn joins us. A lifelong Chicago resident, Kathleen's professional expertise is informed by Chicago's place as a transit, shipping, trade and manufacturing hub for the entire United States. In the past year especially, factors on distribution and supply chain have impacted us all in our business and our lives. Today we're exploring the domino effects that can happen...

Martin Cunningham joins us to help us understand the keys to the month closing. How can you be sure of your performance? That you're moving closer to goals? Are the key stakeholders receiving the insights they need to make smart decisions? The monthly close process is essential for delivering actionable insight and information - and you might be surprised by some of the common mistakes organi...

If the only numbers you or leaders in your organization ever see are long spreadsheets requiring a two-hour meeting held once each quarter...you're doing it wrong. In today's episode, ProCFO Partners CEO Nelson Tepfer guides us through the value of scorecards - simple, specific reports that tell managers and leaders if they're on track. Getting it right doesn't have to be compl...

The healthcare industry has experienced business and financial dynamics in the last few years that have challenged not just the industry but all of us as patients, customers, or receivers of care. In today’s podcast with ProCFO Partners CFO Sam Heller we are exploring some of these new dynamics, including staffing, inflationary costs, revenues, and more. Sound familiar? In many ways, the healthcar...

ProCFO Partners Chief Visionary Officer and Co-Founder Haleh Fardi isn’t mincing any words in this week’s episode. Inflation coming so quickly off the heels of the pandemic is creating cash flow and revenue issues for many organizations. Today Haleh shares how once-in-awhile price increases, especially knee-jerk reactions to outside dynamics - aren’t the path to sustainable growth - or even surviv...

Non-Profits have many unique characteristics in how they generate revenue, cultivate “customers” (or donors) and provide services. But they have a lot in common with for-profit businesses too, including the need for accurate budgeting and reporting. In today’s episode Tim Domini, who’s spent his career helping manage financial functions in the non-profit space, joins us to talk about some of these...

In today's episode , we're simplifying what seems complex: Transactions. To understand transactions in business we have to go beyond buying and selling and dive into motivating, contributing and complementing factors. As a company is younger and smaller, for instance, it might take on transactions that, years later, may no longer serve its vision. An owner-driven organization might make...