Workiva’s Post

On the latest episode of #OffTheBooks, Jonathan Gregory, CPA, MBA joins the 4 timers club! We got to meet up in front of the NYSE, and Jonathan shared his thoughts on creating your own job description, hand raising, and so much more with Catherine Tsai, Steve Soter, and I! Check it out: https://lnkd.in/gPGYWEyQ #podcast #accounting #finance #NYSE

Today’s episode is about the present and future of our industry. How financial professionals can evolve to become digital and to make an even stronger impact for their clients. I’m joined by Barnum Financial Group’s Chief Technology Officer Stefano Martini, who will walk us through some fascinating concepts. #podcast #technology #finance #advisors

The future is fractional: Join Michael Stier as he sits down with the Gross Profit podcast to discuss the growing need for fractional CFOs. He discusses, among other things, how strategic financial guidance benefits growing businesses, who may be experiencing cash flow challenges as they scale. Listen now: https://hubs.la/Q02yrqCD0

In today's #podcast episode we're going "Beyond the Balance Sheet" into how finance fuels business growth. Join us at https://lnkd.in/gQy4jEvT (and wherever you get your podcasts!) as we take a fresh perspective on the sometimes misunderstood role of finance and how a better understanding is critical in driving business success. Gaetano Di Pietro joins us for a conversation on the dynamics of finance, from cash flow management to the macroeconomic factors like inflation and interest rates that influence your business. We discuss practical strategies for integrating financial health into every aspect of your operations so decisions positively impact the bottom line. Whether managing a small business or leading a large corporation, this episode is a must-listen for anyone looking to leverage financial insights for sustainable growth and profitability. #finance #businessgrowth #ProCFOPartners #CreateTheNext #fractionalCFO

I’ve spent the better part of the last decade learning everything I can about incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs) and other forms of equity compensation, advising high net worth and ultra high net worth clients (particularly in tech) explore and implement strategies for better wealth outcomes. Check out Episode 8 of The Complete Wealth Management Podcast as me and David demystify the world of stock options.

💼 📢 Dive into the world of financial planning challenges! In this snippet from our latest CFO 4.0 podcast episode, our guest, Paul Barnhurst, Founder of The FP&A Guy discusses with Hannah Munro the evolving landscape of FP&A and the key challenges finance professionals are facing. From data management hurdles to the demands of staying ahead in a dynamic field, discover the insights that can help you navigate the finance world effectively. Listen to the full episode here: https://hubs.li/Q029CCKJ0  🎙️ #CFOPodcast #FinancePodcast #FinanceChallenges #FPandA #FinanceInsights #DataManagement #FinancialPlanning

Finance fuels the future of your business... Check out this week's podcast with Gaetano Di Pietro CPA, MBA as he discusses the various elements to success in this area.

For the ❤️ of Finance with Philip Watson, CFO at Paddle Me & Philip Watson talked about the role GenAI will have on finance teams now and in the future. Also, Philip challenges the practical uses cases for finance teams in this short video. Check it out! 😯 In the full episode, you'll learn: 1️⃣ The critical impact CFOs have on a company's success 2️⃣ How to conquer scaling challenges 3️⃣ Top concerns keeping finance teams awake at night Listen to full episode now: Link in comments 👇 #CFO #Finance #FinanceLeadership #fCFO #freshFPA #podcast #genAI

🎙 Exciting News! Our next CFO 4.0 podcast episode is coming soon! This episode Hannah Munro talks with Paul Barnhurst, Founder of The FP&A Guy about financial modelling. The podcast will be dropping on Tuesday, 21st November at 7 am UK time! 🚀 In this episode, we cover a range of topics including: ✅ The importance of financial modelling ✅ Challenges faced by FP&A professionals ✅ Strategies for making accurate assumptions ✅ The role of rolling forecasts in planning ✅ And much more! Join us for an insightful conversation with a true expert in the field. Stay tuned! #CFOPodcast #FinancePodcast #FinancialModelling #FPandA #Assumptions

What are your long-term plans for your practice? Having a plan long-term, whether it's where you want to take the practice, how you want to pass along the practice or how you will fund life after the practice can bring so much value to your business today. It will give you a sense of where you want your practice to go, provide strategies for investment and give you security in what you're doing. I had an opportunity to talk on these topics with the @PracticeofTherapy podcast and L. Gordon Brewer, Jr., MEd, LMFT. One of the cool parts of my job is getting the chance to speak with really smart people in the space. Gordon and I discussed a few different topics, from succession planning, to savings, to managing cash flow. Here's the link, if you want to check it out: https://lnkd.in/e2r-cx-k Let me know how I did. (It's my first podcast appearance in years!) #PrivatePractice #selfemployment #financialplanning