Create The Next From ProCFO Partners

Every business in any industry can point to unique challenges it faces. The era we're in presents some of them, from inflation to the pandemic to the Great Resignation and all of their related issues. In today's episode we're calibrating how adversity often presents great opportunity - if you know where, and how, to look. Part mindset and part skill set, the ability to overcome chal...

Change management for a company is situational. Something is transforming, and there must be operational events and impacts for change to succeed efficiently. In today's episode, we're discussing the other side of the coin - the psychological phenomena of Transition management. With Change management, there are specific people, roles or positions involved. To embrace and implement Transi...

Every business, customer and consumer is being impacted by inflation. Especially in small and mid-market companies, thin margins are quickly evaporating, and the usual and expected financial structures and models are going through changes. In today's episode, we explore the impact of inflation and discuss strategies and tactics to realize opportunities. From re-evaluating pricing models to ve...

Siloed leadership is the practice of organizing and managing an organization in a way where different departments are separated and often work independently. In today's episode, Managing Partner and Co-Founder Haleh Fardi discusses how siloed leadership can be dangerous for business because it limits the collaboration between departments, leading to missed opportunities to innovate, grow, or...

"You can learn a lot about how an organization operates and how a CEO thinks when you look at the people or positions who report to the CEO." In today's episode, CFO Mike Durney talks about the importance of an organizational structure built on delegation and empowerment. While every business is different, there are unique skill sets that the right departmental leaders should bring...

At ProCFO Partners we talk a lot about the value of our network of CFOs, each with diverse business backgrounds and experiences, and how that collective expertise is powerful for the modern growing business. In today's episode CFO Tom McNiff is sharing some stories and experiences as a financial leader for a successful record company that was home to some of the biggest stars of the early 200...

You know Return On Investment (ROI) is important - but do you know enough about your investment to properly measure its potential return?  On today’s episode, Nelson Tepfer talks about the importance of investing in the right people, time, and even experiences to help avoid making financial decisions with potential consequences. Plus, Nelson shares real-world insights on what can happen when compa...

For many small businesses, the financial reporting required isn't all that sophisticated. A few key measurements can help you understand your basic financial health. On the other hand, a lot of reporting is done with a laser focus on detailing the metrics - but lack insights on their meaning . In today's episode Managing Director Brian Raphael talks candidly about how many financial lead...

Small manufacturing companies play a key role in the economy, providing goods and services and producing products that people use every day. The manufacturing industry is undergoing a major transformation. The days of large, labor-intensive factories are being replaced by leaner, more efficient operations that are relying more on automation and technology. Today CFO Tony Spina joins us to discuss...

It's taken The Great Resignation for companies to realize what's always been true: Employees need to feel valued, and that their values align with the company's purpose. In today's episode CFO Joan Lavis shares specific, tactical approaches to includes employees in your goals and strategies. Think about it: Most employees get told what the vision of the company will be, rather...

It's the time of year again when people are reviewing their goals for the year. But it's also important to take this opportunity to look back and reflect on what 2021 brought, so that we can understand what worked and what needs to be changed. In today’s episode Managing Partner and Co-Founder Haleh Fardi discusses the importance of Beginning Again. Recalibrate and rethink, rather than r...

Right now Venture Capitalists are looking for the right startup opportunities to invest in - and they're not all finding what they'd hoped for. In today's episode CFO Kathleen Reynolds what she's seeing in the landscape of early stage companies. She discusses the need for better connections and relationships between investors and early stage companies, and the importance of a s...

Companies in early, seed stage funding and operations have dramatically different realities and needs than those in mid-stage or later-stage growth. In today's episode Todd Sloan joins us to explore these stages more in-depth. He discusses how to excel in each stage while keeping an eye on the stage ahead, and why it's important for founders to know when and how to expand on their skills...

Who's the better employee - the deeply committed, personally invested person who lacks some raw skills, or the highly skilled person who can sometimes be tough to manage? Should you hire for skill, or for "fit"? What does any of that even mean? In today's episode Managing Partner and Co-Founder Nelson Tepfer helps us make sense of the Skill Wall, including insights and perspect...

Managing Director Rashid Khan joins us in this episode to ask important questions and encourage critical thought on one of the most important aspects of your business: your people. Especially in the era of The Great Resignation, how do you engage your team? How do you approach your Human Resources in a more, well, human way? Rashid shares advice and insights on what modern companies must do, and d...

When most business leaders think "annual planning," the mind jumps to conference rooms and white boards filled with numbers and projections. Important stuff, but incomplete for actually creating and achieving your goals. For that, you need vision to understand your values. What's important to you as a leader? What's important to your market?  What's your company's pur...

In today's client story we hear from David Ashen , Founder of Dash Design . In business since 2004, Dash Design is a New York City based interior design and branding agency specializing in hotel, restaurant and retail as well as healthcare strategy and design. Ashen has seen the company through trends, growth, maturation and now into emerging markets and opportunities. Learn how ProCFO Partne...

In the midst of securing several rounds of funding and managing the financial and banking relationship and responsibilities that go with it, Starlite Media CEO Harold Lueken turned to ProCFO Partners to help lead the way. Learn how this premium marketing advertising network with large format displays has found powerful ways to "increase bandwidth", freeing up valuable staff and leadershi...

In today's counterpart to a previous podcast ("What Got You Here Won't Get You There", John Martin returns to talk about how leaders, executives, managers and organizations need to keep up with the changing dynamics around and among them. We explore how the role of senior management changes over time, and the individual responsibilities those managers have to grow and evolve. W...

When you hire salespeople, their job is to increase sales and bring in revenue. Your CFO is meanwhile thought to protect the firm's assets, managing financial functions and reporting. No question this is important - but how does it impact the bottom line? In today's episode we're talking about some "tips and tricks" - tactics and practices that your CFO can use to recalibr...

Private Equity companies in small and mid-markets face unique challenges from their larger counterparts largely because of resourcing. Rather than robust financial departments, it could be just a handful of people fulfilling financial functions. Post-close, this small team can be exhausted and stretched to its limits.  In today's episode Brian Raphael, Managing Director at ProCFO Partners, ex...

Long Island sits in the shadow of Manhattan yet enjoys its own culture and personality in business. This juxtaposition means it's influenced by the business of New York City while maintaining an identity all its own. In today's episode Gerry Quinn, a lifelong resident of Eastern Long Island, shares what makes business here unique, interesting, sometimes challenging and always rewarding....

Haleh Fardi, Co-founder and Managing Partner of ProCFO Partners, generously shares her expert perspective on how shifting ideas and ideals are impacting your ability to plan for next year and beyond. From pandemic realities to acknowledging the "Great Resignation", new energy on diversity in the workplace, and employees embracing a more personal, relationship-driven work experience - Hal...

If your business isn't doing email or SMS marketing, you're missing out on making relevant connections to your customers. If you are doing email marketing...are you doing it well? Today's conversation with Allan Levy , CEO of Alchemy Worx , is a fascinating dive into the customer experience of modern communications, and how changing patterns, habits, technologies and trends continua...

Tom White , Partner at Unisan Group , joins us today to explore how the needs and priorities of renovating businesses and work spaces has evolved, especially since 2019, and how companies like Unisan Group are leading. Among the shifts is a focus on wellness and not just comfort at work, and instilling confidence for safety. ProCFO Partners has helped solidify some strategic changes, and Tom share...