The Ledgers Society

On this episode of the Ledgers Lightning Round we spoke with Sriram Venkateswaran, CFO of Lexitas – a PE backed tech enabled litigation services company. Sri’s company finds itself on the frontier of the application of AI into the legal realm and our conversation was topical to the emergence of the technology in that field and beyond. We covered 3 topics. Lexitas’ service offering, technology, and AI’s role in the legal space. Lexitas’ M&A strategy and the dynamics of tech integration into their platform. Sri’s professional experience, versatile background, and how that has contributed to the success he’s seen in his career. Many thanks to Sri for joining us. It was an insightful conversation filled with very presently relevant content. Keep your eyes out for part 2 of this episode. Cheers. #cfo #ai #strategy #legal #law #tech #pe #mergers #leadership

Thanks to The Ledgers Society members Todd Trapp and Sriram Venkateswaran for representing us at last night’s Boston HR Council first combined event. Shout out to Blu Dot for being such great hosts and to Vinwood Caterers for always bringing the best level of hospitality and quality. Thanks to our sponsors Paylocity and Morgan, Brown & Joy, LLP! 🙏🏼👏🏼👍🏻 If you’re a #cfo and want to join the fastest growing CFO community in the country, please send Sean Glavin or Paul Allen Roberts a message. We look forward to seeing all of our Ledger friends on 12/5 for the Boston Pops night out!

The Ledgers Society & Boston HR Council are thrilled to present this fall’s Fireside Chat: Strategic Growth - Balancing People & Profits for Responsible Scaling. Our panel discussion will thoroughly examine the critical collaboration between Finance and Human Resources, emphasizing strategies to achieve sustainable growth while aligning human capital initiatives with financial objectives. As top leaders in Boston, our panelists bring a vast wealth of knowledge, which will surely lead to a lively and informative evening! Panelists Lisa Crawford - Samantha Howland - Drew Hussar - Christopher Menard - Todd Trapp - Marcel Vernon, Sr. Reach out to me or another Executive Member of The Ledgers Society or Boston HR Council to learn more! Sean Glavin - Co-Founder Paul Allen Roberts - Co-Founder Jen Feenstra - Executive Director B. Hunter Brown - Director of Operations

Congratulations Michael & One Inc! #Ledgers

Unreal venue ✅ Tremendous speakers ✅ Important and timely topic ✅ Attention Boston and Greater Boston #cfos, please join us this coming Wednesday on 5/22 from 5-8pm for a fun and informative night! Join us at the Quin House to hear from Jim Kelliher, Luigi Testa and Aashish Mehta as they discuss the importance of #ai from the pov of a cfo. Please message Paul Allen Roberts to save your seat!

Everyone needs one. #LEDGERS #CFO

On this week of the The Ledgers Society's Lightning Round, Paul Allen Roberts and B. Hunter Brown had the pleasure of speaking with Kevin Sweeney for an engaging conversation regarding his work as CFO of Allen & Gerritsen, a fully integrated ad agency specializing in communications, CX, PR, media, and analytics. Highlights of our dialogue included, 1. A Symphony of Innovation: Kevin opened up about Allen & Gerritsen's recent accolade as the Media Agency of Record for the Boston Symphony Orchestra. This partnership is a testament to the agency's ability to inject a fresh, contemporary perspective into timeless institutions. Kevin's personal affinity for music not only enriches his life but also exemplifies the dynamic and well-rounded approach required in the modern CFO role. 2. The Art of Storytelling: In a broader discussion, Kevin touched on the critical importance of narrative engineering and storytelling within and beyond the realm of advertising. At Allen & Gerritsen, crafting compelling narratives is at the heart of their strategy, essential for building brands and corporate identities. Kevin shared how these principles apply to his role, driving financial leadership and strategic partnerships that propel the agency forward. 3. Beyond the Balance Sheet: Finally, Kevin reflected on the unconventional habits, hobbies, and interests that have shaped his professional journey. Emphasizing the value of fostering personal growth alongside technical skills, he shared insights into how diverse experiences contribute to a successful career in finance, offering a unique edge in navigating the complexities of the industry. This conversation with Kevin Sweeney serves as a reminder of the evolving role of CFOs in today's fast-paced, creatively-driven business environment. Balancing the art and science of finance, Kevin's journey illustrates the importance of adaptability, continuous learning, and embracing innovation at every step. Stay tuned for part 2 of this episode and more inspiring stories and insights from industry leaders who are shaping the future of business, creativity, and finance. #Finance #Creativity #Innovation #Storytelling #CFO #Advertising #Leadership #ProfessionalGrowth #PR #Leadership #Strategy

Part 2. of Episode 8 of the Ledgers Lightning Round, with Joshua Bailey of Six One Commodities . #Commodities #Finance #Decarbonization #Deglobalization #Sustainability #Inflation #EnergyTransition #Cfo #Executive #Strategy #Energy #Trading

In the latest episode of the The Ledgers Society's Lightning Round Paul Allen Roberts and B. Hunter Brown were honored to host Joshua Bailey CFO of for a riveting discussion on the evolving dynamics of the commodities market amidst deglobalization and the urgent push for decarbonization. Josh brings a wealth of experience from his tenure at EY, Noble Americas Energy Solutions LLC , Revolution Lighting Technologies, Inc., and Castleton Commodities International, before leading the financial strategies at a pioneering Natural Gas and Power Merchant based in Stamford, CT Our conversation covered 3 main topics, Deglobalization's Impact: Josh shared his perspective on the reemergence of great power rivalry and strategic onshoring, explaining how these shifts away from a decades-long trend of peace and economic cooperation are influencing the natural gas market. Decarbonization & Commodities: Amidst a surge in ESG investments and the complexities of transitioning to renewable energy sources, Josh discussed natural gas's role as a bridge fuel in the energy transition to renewables. Inflation & Consumer Impact: Finally, Josh offered his analysis on how these global trends of deglobalization and decarbonization might shape commodity prices and, consequently, inflation. His insights provided a glimpse into potential medium to long-term outcomes for consumers and the economy. Keep your eyes out for part 2 of this episode coming out next week! #Commodities #Finance #Decarbonization #Deglobalization #Sustainability #InflationImpact #EnergyTransition #Cfo #Executive #Strategy

Happy International Women's Day to all the trailblazing women who have shattered glass ceilings, overcome barriers, and forged paths for generations to come.