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Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long term care planning, business planning, financial. Learn about helping loved ones or aging parents lega ...
 
In the Strategic Financial Leadership podcast, finance expert and former CFO, Steve Coughran, covers the latest in business strategy, corporate finance, and economics. This weekly podcast is a forum for candid conversations with leading voices to discuss the trends, approaches, and innovations shaping the future of business and the finance function. Increasingly, CFOs are mired in detail and complexity at the risk of neglecting true value creation activities – analysis and strategic improvem ...
 
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show series
 
If there was ever a year that had us asking those overarching, existential questions at an accelerated rate, it was 2020. But over the past 20 years, the answers to those questions have seemingly become more complicated. As the paradigm of modern society shifts rapidly with the introduction of technology and new ideas, life here in the Western Hemi…
 
Over time, we have become accustomed to using the word “Accountability” to define ownership over something, especially in situations when something goes wrong or poorly. As a result, the meaning has shifted to incorporate negative connotations like commitment, stress, and even fear; but it doesn’t have to be this way. Accountability thrives in a cu…
 
Reputation is everything, seemingly now more than ever. With cancel culture in full swing, your brand, personal and professional, needs constant care and direction. Be it fact or even just speculation, one wrong turn can have you backed up against the wall when trying to further you and your business’s goals. This is where Lida Citroen comes in. As…
 
Did you know that 10% of startup companies fail within the first year of business? And 70% fail between years two through five? So what makes a startup successful? That's what Mike Thackrey, founder of Fieldstone Landscaping, and now owner of Vine IT & Cyber Security, is here to talk about today. From start to finish Mike has seen his business conc…
 
In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm’ that is the stock mark…
 
“Business is always personal” -Michael Scott Whether you are a fan of The Office or not, there is no denying the truth behind this sentiment. Our lives and our jobs are often intimately involved, meaning that difficult tasks, like firing, quickly become even more difficult. The important part is that we prepare and create processes for these events…
 
If you could donate to charity in a more tax-efficient way, would you? On this week's podcast, you can find out how, as we talk with David Parsley, Senior Relationship Manager, at the National Christian Foundation. David has been nurturing, serving, and working with business owners for over 13 years now, guiding them down their journey into charita…
 
A few months ago Steve was researching the topic of bias in the workplace when he came across an incredible TED Talk -- “How to Outsmart Your Own Unconscious Bias”. Not only was it well delivered, but it also inspired him to look deep within himself and to take action to become a more empathetic person. Although Steve is far from perfect, and will …
 
When it comes to managing one’s money, it is easy to fall into a myopic approach based on returns and growth, without considering the broader view of life. Of course, there is a balance in all things and this is true with wealth management—live recklessly without saving for the future and there may be major consequences or pinch every penny and del…
 
We have enjoyed having 24 wonderful guests on the show, ranging from senior advisors, faculty at the nation’s top universities, national TED speakers, authors, and c-suite level executives. Tune in this week to hear our host, Steve Coughran, discuss his own personal experiences (good and bad) as a strategic financial leader. Steve Coughran is found…
 
A 2021 Pew Research Center survey revealed that amidst the Covid-19 recovery, 66% of the unemployed have “seriously considered” a career change. As job growth continues to stall and worker shortages grow, it’s more important than ever to understand how to attract and retain talent. Join us this week as we cover hiring best practices and processes!…
 
ESG (Environmental, Social, and Corporate Governance) initiatives and metrics are fast becoming a business imperative as the majority of leaders and investors believe that companies pursuing these things have better opportunities for long-term returns than companies that do not. Ashish Arora is one of the leading experts on the topic of common purp…
 
Franchisees are often the ultimate small business owners with 75% of franchise owners having fewer than 20 employees. Today we partner with Shawna Hicks-Cranston, owner of PostNet of Lakewood Ranch, to bring you the low down on franchise systems.Geena Kading
 
Most leaders today understand the value of their company, products, or services appearing front and center on internet search engines. However, too many organizations pursue flawed strategies and waste a lot of money trying to position their companies at the top of these search engines. Traditionally, marketing teams and strategists will seek out t…
 
In many cases, your customers may be more involved with your products than you are. Wouldn't it make sense to get a feel for their perceptions? Join self-described "start-up guy" John Blake as he shares his expertise on shaping the customer journey.Geena Kading
 
Beyond the health impacts of COVID-19, the pandemic sent shockwaves across global financial markets and disrupted business models across all industries. The emerging trends and shifts in consumer behavior promise to reshape the way companies compete, pursue growth, and foster their talent. To seize the opportunities that exist both now and, in the …
 
Have you ever worked really hard, sacrificed so much, and dedicated a ton of resources to achieve something—only to realize that once you accomplished your objective, it may have not been the thing you were really seeking? That is why it is so important to be purposeful and intentional with the precious time we have been granted in this life. But e…
 
Our dynamic duo Devin Dash and Cameron Earhart talk sales this week, bringing you the low down on effective communication and sales strategies. These two tackle everything from common sales mishaps to setting up the best long-term relationships with prospective clients. You don’t want to miss this! Never Split the Difference by Chris Voss: https://…
 
One of the biggest barriers to a business getting to the next level of success is the leader’s mindset. Instead of focusing on leading the company strategically, struggling leaders get caught in the day-to-day operations of the business. This creates a bottleneck on growth. To build a truly elite organization, leaders need to adopt a strategic mind…
 
What if it was possible to harness large exchanges of data and use it to make informed decisions at every level of the organization? The future of a successful company strategy is founded upon effective management and interpretation of key business analytics. This week, Steve had the pleasure of interviewing a true expert and brilliant mind in the …
 
Cactus is a risk-taking leader focused on fixed income automation. He is the author of the B2B data analytics book "Price: Maximizing Customer Loyalty Through Personalized Pricing." Currently, Cactus is co-managing an automated bond market making business at Exos after founding, and funding a FinTech startup, Elefant. Cactus has more than 35 years …
 
This week we are throwing it back to an episode we released five years ago, Delivering Blue Collar Value. Pricing and selling value are common topics among white-collar professionals like CPAs and attorneys. But do roofers and AC repair companies follow the same labor value theories? Tune in to find out!…
 
The days of the compliance and transaction-driven financial leader are quickly being replaced by the modern CFO who is focused on strategy and analysis. These leaders are not only responsible for transforming their role, but also upskilling and providing the resources necessary for their finance teams to thrive. One such tool may include technology…
 
Two weeks ago, we discussed the difference between managers and leaders. Today, we want to expand on that by introducing you to our leadership affirmations. When we work with clients, we help them establish a leadership team, and these affirmations serve as a prerequisite for a spot on that team. Listen in to find out why! Show Notes: Emotional Int…
 
This week on the Strategic Financial Leadership podcast, Steve had a opportunity to speak with two special guests, Stan Bullis and Jonathan Wield from Unbridled. Stan Bullis is the Founding Partner of the Unbridled Companies, an expanding group of 22 businesses with combined total sales exceeding $100 million. Five businesses form Unbridled, a full…
 
Jag Grewal of Ian Black Real Estate joins us to talk about the subtleties of commercial real estate. Whether you are actively looking for a new place to do business, passively browsing, or are just interested in the market, Jag covers it all!Geena Kading
 
This week on the Strategic Financial Leadership podcast, Steve spoke with Travis Hendrick, the Director of Finance for Goodfellow Bros., Inc. Travis understands the power of combining the numbers side of the business with operations. He is passionate about strategic financial leadership as a lever to drive greater value within organizations. Travis…
 
We often use the terms “leadership” and “management” interchangeably…but should we? In this week’s podcast, we will cover the distinct differences between managers and leaders and help you discover the nuanced leadership skill set that will take your business to the next level. Show notes: Leadership is an Art by Max Dupree https://www.amazon.com/L…
 
Those leaders who understand the importance of clear, concise, and repetitive communication and then act upon it are those who drive meaningful impact. Hunter Creech embodies this as the Chief Financial Officer of Barrett Industries, a Colas company, that is a leader in providing innovative infrastructure throughout the United States. Its main busi…
 
What does it take to be a Collaborative CEO? Is it something you are born with? Something you adopt? Something you aspire to be? Find out, as John Goda, CEO of RTI Insurance, tells the tale of how his role changed from Chief Executive Officer to Chief Enthusiasm Officer, and what it did for his life and for his business.…
 
This week, Steve had the opportunity to speak with Andrew Nobbay, commercial director of Oxy Low Carbon Ventures. Andrew's advice for future generations is to be kind and give the other person the benefit of the doubt. Andrew is always willing to lend a helping hand, which truly shows through his extensive volunteer experience, including “Best Budd…
 
Our Founder and fearless leader, Joey Brannon, had the opportunity to speak at this year’s Florida Institute of Certified Public Accountants CFO & Controller Conference, and we are sharing the recording with you! Follow along as Joey covers Leadership vs. Management, Competitive Advantage, Strategy, and so much more!…
 
A good strategy is less about following the latest and greatest trends, but rather is about pursuing a strategy that is right for you. Now that industry boundaries are blurred and the game of business is less about dominating the competition, leaders need to rethink the way they craft strategy and define strategic initiatives that will lead to endu…
 
With Saint Patrick’s day being just around the corner, it only seems fair that we give you a podcast filled with legends, magic, and luck! This week we would like to introduce you to David Yohn and Jamie Dunnam, the unicorns of successful 50:50 partnerships. Listen in to see how these two have made it work for over 20 years and you might find a pot…
 
As talk about digital currency continues to make its way into headlines, many investors are debating the viability, feasibility, and longevity of this new form of money. As a speculative investment, with the potential to replace currency as we know it, individuals need to carefully navigate this new environment from both a finance and legal perspec…
 
Last week we covered the relational drive in the reach ecosystem which describes the degree to which an individual engages emotionally in everyday circumstances. This week, we take a look at achievement drive and delve into the intensity in which one approaches goals. Find out if you are more: (1) Measured or Intense; (2) Assertive or Reflective; (…
 
REACH: The Insights to Know and the Resources to Grow Join us this week as we cover what we consider one of the most valuable tools in our tool belt. Not only will you leave with a greater understanding of who you are and why you may react to things the way you do, but also with a greater understanding of how to relate to people who don’t react as …
 
In this episode of Strategic Financial Leadership, Steve talked with Michelle Yu former HR executive and corporate ladder climbing “hustler”, turned coach. She has extensive international experience and lead HR operations and launched offices globally in Asia, Europe, and Latin America. At her last job, a global fortune 500 company, she was one of …
 
In this episode of Strategic Financial Leadership Steve talked with Bill Adams about how to move from a transactional role to a thought leadership position that drives meaningful value. Bill is the Chief Financial Officer of NervGen Pharma Corp., a publicly-traded regenerative medicine company dedicated to creating innovative solutions for the trea…
 
Here at Axiom, we hold the teachings and ideas that formulate this chapter close to our hearts. Small businesses growing with purpose often change the world in more lasting and meaningful ways than any church program, nonprofit, government institution, social club, volunteer group, or grassroots movement. So as you turn the pages and our final chap…
 
Steve had an opportunity to speak with Robin Moriarty, PhD. Robin is a global business executive, author, former professor, and thought leader for businesses and non-profit organizations. She is focused on aligning businesses with opportunities that create positive societal impact because businesses thrive when the communities in which they operate…
 
In this episode of of Strategic Financial Leadership Steve talked with Steven T. Ginsburg. Steven is a successful businessman who has been actively involved in the commercial real estate and hospitality field for over 31 years. He has also been in and around recovery and sobriety since 1988. Today Steven is a champion for change and a success story…
 
Being able to get the numbers you need is not the same as understanding them. In, The Coach Always Knows the Score, we cover important financial metrics that owners should not only be aware of but should actively understand what they are and what they mean.Geena Kading
 
In this episode of of Strategic Financial Leadership Steve interviewed Steven Schertz, Chief Financial Officer of Henegan Construction in New York city. Steven is a classic example of a strategic financial leader who understands how to drive value within organizations and lead teams for high performance. Prior to his current role, Steven has served…
 
All too often we see team members struggle to accomplish long-term goals because their attention is being directed towards fighting daily innocuous fires. This chapter gives you the tools you need to plan and execute the long-term goals that will lead to the growth of your business.Devin Dash
 
Up to this point, we have been focusing on the processes that cultivate success within a business. But sooner or later, the desire for growth must shift from inside processes to outside sales. This chapter walks you through sales and marketing and gives you insight on how to best interact with your market according to your values.…
 
In this episode of Strategic Financial Leadership Steve had the opportunity to interview Sandra Beaver. Sandra is the Senior Vice President of finance at Experian and was previously a Vice President and Chief Financial Officer of North America Gaming and Interactive for almost 17 years. She earned her bachelor’s in finance and economics from the Is…
 
Steve Coughran had a chance to talk with Sydney Finkelstein, Steven Roth Professor of Management and faculty director of the Tuck Executive Program at the Tuck School of Business at Dartmouth College. Sydney is also a consultant and speaker to senior executives around the globe, as well as an executive coach, focusing on leadership, talent developm…
 
In this episode Steve Coughran had the opportunity to speak with Troy Schroeder. Troy is a walking example of a CFO who has evolved his mindset, skillset, and leadership style to rise up to these new demands in finance. His progressive career spans 25 years, most recently as the CFO and current member of Haselden Construction’s Board of Directors. …
 
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