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

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.

What The New Generation of CPAs Actually Care About

Anna Sun, CPA is a former auditor at PwC and now is the newest member of our finance team at Procurify. In this episode, she shares why many CPAs are flocking to startups, and why she refuses to work for a company that does not use technology to level up their finance team.

How High Growth Startups Can Create Your First Procurement Strategy

In this episode, John Evans, the CEO of leading procurement consulting firm Procureability discusses how high growth companies can develop the right procurement strategy to properly track spending and catch maverick spending as they grow.