Spend Culture: Conversations on Spend Management, Procurement, and Finance Leadership

How Future Driven CFOs Approach Crisis Management - Adam Metzger, Managing Manager, ACM Consultants

How Future Driven CFOs Approach Crisis Management

In this episode, Adam Metzger, Managing Partner at ACM Consultants and ex-financial trader shares his unique perspective regarding what sets top leaders apart in times of crisis and black swan events, and how to leverage the downturn as an opportunity for growth.

 

Speakers: Adam Metzger, Managing Partner, ACM Consultants

Adam Metzger has almost 20 years of leadership experience in finance & capital markets, investment management, and business development. For the past five years, Adam has been working as a fractional CFO/advisor for startups and growth-stage companies to provide them with strategic, financial, and operational guidance.

His financial and operational expertise in this realm spans a diverse array of industries including saas, media, healthcare, and CPG. Previously, Adam held positions with leading trading institutions including Caxton Associates, Morgan Stanley Asset Management, BNP Paribas, and Loop Capital.

Adam received his B.S. from the University of California at Berkeley where he majored in Political Economy of Industrial Societies and was Captain of the NCAA Men’s Division 1 Waterpolo Team. He and his wife, Jenny, currently live in Brooklyn, NY with their five-month-old baby.

5 Steps for Scenario Planning in The New Normal - Debbie Rosler, Burkland & Associates

Scenario Planning for the New Normal

In this episode, Debbie Rosler, Outsourced CFO at Burkland & Associates chats with us about best practices for scenario planning, how to get started with an easy five-step approach, and the tactics to extend your runway and cash flow. 

Speakers: Debbie Rosler, On-Demand CFO, Burkland & Associates

Debbie Rosler is an on-demand CFO at Burkland & Associates. She has 20 years of experience with companies in a broad range of industries and sizes, from early-stage start-ups to Fortune 500 Companies. 

With expertise in financial planning and analysis, corporate strategy and financial modeling, Debbie has helped companies establish finance and accounting functions and identify opportunities to improve business processes. She is currently working as an Outsourced CFO  for several early-stage companies.

Lessons Learned from a Fully Remote Virtual CFO Firm – Jody Grunden, CEO of Summit CPA

Lessons Learned from a Fully Remote Virtual CFO Firm

In this episode, Jody Grunden, the CEO and Co-Founder of Summit CPA shares his tips on successfully working remotely as a pioneer in the virtual CFO space, and also what well-run companies do differently from a financial perspective within a crisis.

 

Speakers: Jody Grunden, CEO & Co-Founder, Summit CPA Group

Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. He is passionate about changing the way people think about accounting. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.

How Forward-Thinking Accounting Teams are Adapting In The New Normal - Ryan Lazanis

In this episode, Ryan Lazanis, the forward-thinking founder of Future Firm shares his insights as a veteran fully remote accounting firm owner on how accounting and finance teams can adapt to the changes to remote work, and how to modernize processes for the future. 

Speakers: Ryan Lazanis, CPA, CA  - Founder, Future Firm

Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm.

Following its acquisition in 2018, Ryan started Future Firm, which provides resources to firms looking to modernize and stay on the cutting edge. He has a free weekly email called Future Firm Weekly Top 5 that curates the top 5 pieces of content that firm owners need to know about each week to help modernize their firm.

For This CFO, HR is Part of the Job - Steve Watson, CFO of CFSS

In this episode, Steve Watson, the CFO of CFSS Arizona shares his insights as the wearer of two pivotal hats - the CFO and CHRO. As a healthcare CFO, Steve shares the challenges of adapting to a remote work model, and how his essential service was able to transition. Steve also shares his passion for helping others save costs related to employee benefits when he founded Trendbreakers.

How to Mitigate Risk for Your Finance Team During a Recession - Helina Patience, CEO of Entreflow

In this episode of Spend Culture Stories, Helina Patience, CEO of Entreflow joins us to talk about her experience scaling Canadian tech and manufacturing organizations. implementing best practices for finance teams, and change management during times of economic downturn. Entreflow is a boutique management and financial consulting firm with a team of 18 finance legends, HR leaders and marketing ninjas. They're a licensed public practice CPA, accounting firm, licensed recruitment agency and Growth Marketing Strategy Practice.

Do You Have The Right Finance Role for Your Organization?

Having the right finance leader is more critical than ever in these uncertain times. John Kasian, Director of Operations at Signature Analytics breaks down the 'who does what' in key finance leadership roles, and also gives some easy to follow tips on the best internal control practices that every venture-backed company should know.

How to Hire Your First Procurement Executive

In this episode, executive recruitment expert Nakita Gates shares her best practices and insights on finding the right procurement leader for your organization, and what makes a strong candidate stand out amongst the rest.

How to Manage a Finance Team as a Remote CFO

In this episode, seasoned remote CFO and finance executive Suzanne Shifflet of Gym Launch joins us to chat about strategies on managing spending and finance teams in a distributed workforce, and how to keep teams motivated and engaged during the shift to remote work.

How C-Suite Can Empower Their Procurement Heroes

In this episode, Anthony Clervi, the CEO & Managing Partner at UNA Purchasing solutions shares his thoughts on why the C-Suite needs to empower procurement as a function, and the role of group purchasing and how it affects organizational spend culture.