Albert Ramos

The Owner Seat

Business EN ↓ 86 episodes

The Owner Seat (formerly The Valisights Podcast) is where fitness & wellness owners step out of the whirlwind and into the numbers. Host Albert Ramos, Fractional CFO for fitness & wellness brands, sits down with studio owners, franchisors, and finance leaders to break down cash flow, unit economics, and the messy middle of growth. Book a call with Albert Ramos: https://calendly.com/albertramosjr-strategointel/30min

Author

Albert Ramos

Episodes

#9 - The 5 Elements® Every SMB Needs to Understand — Ed Patton’s Framework for Financial Intelligence 23.06.2025 48:10

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...

#8 - Why Most CFOs Fail the Business Test – David Strong on AI Strategy, Cash Flow, and Leading Like an Owner 16.06.2025 1:03:15

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...

#7 - The Death of Legacy Finance – Julia Kozlov on Agentic AI and the Rise of the Systems-Built CFO 09.06.2025 1:13:06

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...

Special Edition: Beyond the Ledger – Why Modern Leaders Fail Without EQ, Clarity, and Career Ownership – with Sean Barnes 31.05.2025 1:24:43

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...

#6 –Static Finance Is Dead – Brian Kalish on Agentic AI and the Strategic Evolution of FP&A 31.05.2025 57:18

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...

#5 - Your Pricing Model Is Broken – Irene-Marie Seelig on Winning Premium Clients with Value-Based Proposals 31.05.2025 40:00

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...

#4 - The New CFO Playbook: AI Strategy, ESG Pressure, and Talent Wars – with Stefan Boehmer 23.05.2025 54:16

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...

#3 - From Experiment to Execution: How CFOs Can Build AI-Ready Finance Teams – with Anna Tiomina 19.05.2025 59:45

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...

Special Edition: Beyond the Ledger – How a Cancer Survivor Turned Founder Is Using AI to Reshape Healthcare Staffing 12.05.2025 51:08

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...

#2 - Rebranding Accounting: How CFOs Can Win the Talent War and Build the Next-Gen Finance Brand – with Lukas Sundahl 05.05.2025 1:07:14

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...

#1 - Why 90% of FP&A Pros Are Getting Left Behind – Paul Barnhurst Reveals the Future 20.04.2025 59:23

In this premiere episode of The Valisights Podcast , host Albert Ramos sits down with Paul Barnhurst , better known as The FP&A Guy , for a powerhouse conversation on the future of finance. Paul is a Microsoft MVP, AFP-certified pro, and host of FP&A Tomorrow , Future Finance , and Financial Modeler’s Corner . Together, they unpack how AI is transforming financial modeling, forecasting, sc...