In this episode, we're exploring the crucial aspects of managing outside investors - which, spoiler alert, means building and navigating relationships. Don Gage joins us to share insights on how investor expectations aren't just about frequent updates but a strategic communication rhythm that ensures investors are informed, engaged, and confident. From the importance of clear reporting cadences to handling over-involved investors, we discuss how leaders can effectively manage and enhance investor relations through transparency and strategic problem-solving. Join us for expert advice on creating a robust framework for investor communication that aligns with your business goals. Featuring Don GageCreate 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, we meet Mike Batiste, Managing  Partner at Five Eighty, a Commerce Marketing Agency that stands at the intersection of digital and physical retail experiences, customer impact, right-now responsiveness and forward-looking vision. Mike shares how the collaboration of Five Eighty with ProCFO Partners, under the guidance of ProCFO Tom McNiff, has improved their operations and project management. We talk about how together Five Eighty accomplished years worth of financial foundational work in just months, the value of accurate forecasting in such a dynamic marketplace as marketing and retail, and how ProCFO Partners has helped Mike and his team have replaced worry and anxiety with resolve and confidence. The results have been critical in adapting to consumer behavior changes and leveraging new technologies, ultimately advancing their offerings to clients. Featuring Mike BatisteCreate 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.

Navigating business financing sometimes introduces us to lesser-known paths, highlighting the limitations of conventional banking and the need for more creative solutions. In this episode, we explore securing appropriate funding for your business, including financial options beyond local banks or other "typical" lending options. Nelson Tepfer, CEO and Co-Founder at ProCFO Partners, and Ami Kassar, CEO and Founder at MultiFunding,  join us to discuss the internal and external hurdles businesses encounter when seeking funds, from the critical necessity of precise reporting to the frequently overlooked alternative financing solutions that could be pivotal in promoting growth and opportunity. We discuss misconceptions surrounding SBA loans, the fluid nature of lending criteria, and the storytelling skill required to persuade lenders. Whether it's financing for operational needs, capital expenditure, or business acquisitions, understanding the subtleties of the financial world can significantly impact your ability to succeed - and, as ever, the right partners and relationships along the way can be the difference. Join us as we navigate these complex issues with Nelson Tepfer, CEO and Co-Founder at Pro CFO Partners, and Amit Kozar, CEO and Founder at MultiFunding.com, offering their expert insights and advice on finding creative, strategic ways to support your business's future. Featuring Nelson Tepfer and Ami KassarCreate 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.

Long-term success hinges on strategic foresight, but successful long-range planning is an art and a science - which sometimes makes it so difficult. Today's discussion is about planning for the long road and what to consider when steering your business toward your vision and future. We discuss some of the complexities of looking beyond the annual horizon to a future three, five, or even ten years away and the role of leadership in staying disciplined in the plan. We talk about constructive consensus, ensuring that every stakeholder is aligned and committed to a shared, ambitious goal. Whether you're just plotting a course or already know your trajectory, this conversation promises to help set or keep your business on a well-planned path. Featuring Karl Almond.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.

For company's that know (and at ProCFO Partners, we know!), The Entrepreneurial Operating System, or EOS, has transformative power propel your businesses forward. One way is through its goal-setting framework, ROCKS. In today's episode we're exploring what ROCKS are and how EOS can streamline your strategic goal-setting, boost team alignment, enhance accountability, and drive accelerated growth. Join us for a conversation about the practical support and resources available to seamlessly adopt EOS, how to avoid getting tripped up, and how the right kinds of goal-setting mixed with accountability can dramatically impact your business strategy. Even if you're not an EOS organization, the concepts of ROCKS can be essential for your success. Featuring Karl AlmondCreate 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.

Philadelphia's unique blend of historical roots and innovative growth offers a dynamic backdrop, atmostphere and sometimes challenge for building business. In this episode, we're joined by Ryan Walter, Managing Director at ProCFO Partners and a long-time player in Philadelphia's business landscape. We discuss how the city's diverse economy, from manufacturing to biotech, is shaping the future of business in the region - and how the Philly "region" is probably a lot larger than people sometimes think. Ryan shares insights on the importance of relationships, the evolution of industries, and why a strategic CFO is key to navigating Philadelphia's unique business dynamics. Join us for a conversation to uncover the challenges and opportunities that define doing business in Philadelphia and learn how to capitalize on them for 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 this Client Story we're exploring the remarkable journey of a generational, family-owned electronics manufacturing business that's navigated challenges and innovated to establish a high-mix, medium-volume production model, setting a new standard in the electronics manufacturing sector. Amtech CEO Jay Patel joins us to talk about what it's like to run a family business, the interesting dynamics in business and life that shape the company's leadership and direction, and how Randy Talcott, Amtech's fractional CFO from ProCFO Partners, has helped Jay and his team run at its full potential (and even sleep a little better at night). Featuring Jay PatelCreate 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.

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 Director Don Gage about how Atlanta strikes the perfect balance of tradition and innovation, creating the right environment and opportunities for business success. We talk about the unique characteristics that make Atlanta ideal for business, what challenges leaders should watch out for, why the right CFO is essential for Atlanta businesses and how to better understand your trajectory with the help of a CFO who knows how to navigate business in the Southeast.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.

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 evolved over time. Helping to drive this growth has been Hamilton Park Montessori School's relationship with ProCFO Partners as it continues to cement its reputation for thoughtful, caring education to increasingly diverse students and families. Featuring Samantha TriceCreate 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.

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 examples of successful businesses implementing goal setting and planning strategies. We discuss ways to implement SMART goal setting and the FAST approach, and which one - or if a combination - might be right for you. Through milestone achievements to developing goal-oriented growth strategies, we explore the interconnectedness of goals and planning, providing you with a clear direction, a framework for decision-making, and a structure for adaptability. Featuring Karl AlmondCreate 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.

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 afford it. We're thrilled to share our new grant program, where we'll work with companies to deliver ProCFO Partners services through a special $50,000 opportunity. For this opportunity we're selecting a company in the manufacturing sector in the Chicagoland area, and we can't wait to get started. In this episode we talk about the grant, why we think it's important, why we're starting with manufacturing, and discussing the right kind of organization to apply. 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.

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 keeping a monthly or quarterly rhythm and refining your forecasts - and that's just one aspect of forecasting's nuance. Join as we talk about how culture plays a role, ways to improve if you're struggling right now, and how your CFO should be taking the lead. Featuring Philippe TouzotCreate 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.

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.