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 addressing client relationships, share strategic insights on aligning short-term client acquisitions with long-term company value, emphasize sales strategies as a function of overall goals, and much more. This discussion is essential for business leaders and managers aiming to enhance their company's value through informed management and strategic decision-making. Featuring Mark Cunningham and Mark KestiCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 identify and breach limiting thresholds. Combined with with fractional models to specifically address skills by engaging part-time experts, it's possible to adopt a more agile approach to accessing resources without the commitment and overhead of a full-time hire. When an operating system for your business meets the right talent to put it in action, powerful potential can be realized. Featuring Haleh FardiCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 success and efficacy. We discuss the challenges and opportunities hybrid and remote work models present, the significance of deeply understanding client needs, and cover how a diversified team skillset can be a strategic advantage. This episode is like being in the room with two business experts and offers valuable insights into the synergies created when HR and CFOs collaborate to move businesses forward. Featuring Marcia Zaruba O’Connor and Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 changing environment. Uncover the potential for reduced costs, enhanced global reach, improved efficiency within your supply chain, and how to maximize its potential with automation, and learn more to make the best business decisions. Featuring Martin CunninghamCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 with confidence in the process. Featuring Josefina GarciaCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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, and how putting better systems and processes into play with your accounts payable can not just protect your business, but help it grow.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 or part-time CFO. We explore how the strategic CFO can recalibrate financial strategy in your organization, discuss the difference between a consultant and a fractional CFO, and discuss how having a comprehensive financial framework for growth is essential for strategy and tactical execution. Learn how a Financial Flywheel approach can be a focal point for time, energy, and resources, leading to greater efficiency and success. This discussion sheds light on how a fractional ProCFO or part-time CFO can be your strategic advantage.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 you know if your systems are broken or your processes need improvement? We cover that too.  With the right systems and processes, you can gain streamlined workflow management, improved decision-making, lowered operational costs, and increased productivity. Learn more and create a more functional organization. Featuring Ryan WalterCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 (and how) RPA might be an ideal solution, and we uncover how AI and RPA can help you stay ahead of the competition and maximize productivity to take your business to the next level. Featuring Joe MeyerCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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, and how to fill the product availability gap. Jeremy Leitzen shares insights into the cost savings, product quality improvements, and faster production times that can come from bringing operations home. Businesses can stay competitive and be better prepared for future disruptions - tune in to learn more. Featuring Jeremy LeitzenCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 Tepfer explores taking a more systematic approach to decision-making, increasing your confidence in the process to make the right choice. Plus, we talk about the importance of timely decisions to maximize opportunities. Featuring Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 conversation, we're explore all this, plus the importance of mapping out the roadmap for success and prioritizing strategy while balancing the needs of the economy, customers and industry. Discover the art and science of business strategy and how to adapt and adjust to changing conditions for the keys to success. Featuring Ryan WalterCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 their full potential. We cover optimization concerns, when (and why) to hire outside or fractional talent, and ways to structure the client relationship. We'll discuss ways to prevent inefficiencies and equip you with practical, tangible advice and techniques to reduce them. Join us for essential insights into effective communication strategies for staying one step ahead. Featuring Howard NagelbergCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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, and create tailored solutions to start realizing tangible improvements today. Make customer contact part of your culture and regular, predictable processes. Featuring Randall TalcottCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 from ProCFO Partners, has been an essential ingredient to their strategic development. Join us as we explore this innovative hospitality group and explore the financial accomplishments that have made it possible. See how big dreams can become reality, and savor the unique flavor of Fox Lifestyle Hospitality Group's signature style. Featuring Mark FoxCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 failures. Avoid losing ground with practical insights on protecting your business from economic turbulence. Featuring Randall TalcottCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 to watch out for and how to plan ahead for impact and implications. Your company can maximize these technologies to gain a competitive edge through improved productivity, increased efficiency and more. Develop a better understanding of the opportunities ChatGPT and AI provide. Featuring Sunny SharmaCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 banker has probably never been more important. Let's discuss other importance of relationships (seems to always come back to relationships in business, doesn't it?) and explore some do-this-now actions and tactics so you can protect your business and customers while also making informed financial decisions. Featuring Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 creates a useful illustration of prioritizing, and why its important to rethink your strategies in order to innovate and create value for maximum value in a fast-moving, dynamic economic and customer-centric landscape. Featuring Carlos SavaCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

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 and pro bono work. See how Mike's been Creating his Next with ProCFO Partners and its capable team. Featuring Mike DurneyCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.