A look at how life planning affects business people and the values that should be integrated into progressive business planning. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
Jul 29
Annual Planning: Beyond Numbers to Business Growth
Are you leveraging the full potential of strategic finance in your annual planning process? In this episode of The CFO Show, Igor Stelea, Director of Strategic Finance, Analytics & Business Transformation at CFGI, unpacks what makes annual planning effective and what causes it to ... Show More
38m 5s
Aug 2024
213. Bonus: Starting a new CFO role
This week, Yuval Atsmon, the newly appointed head of McKinsey's finance function, joins us to share his perspectives on the chief finance role. Yuval is also a client-serving senior partner in our firm's Technology, Media & Telecommunications, and Consumer Packaged Goods practice ... Show More
18m 46s
Jan 2025
Building a Team That Builds the Business: How to Recruit Strategically
J.J. Levenske is the President and Co-Founder of Bleuwave, a company that provides facilities-based solutions for its clients. J.J. has over 30 years of experience in the construction and business solutions industry, and is a past board member at Vistage Worldwide, Inc., a global ... Show More
1h 7m
Oct 2022
Get The Maximum Return On Life, with Maurice Patane
An entrepreneur in the financial planning field, Maurice Patane’s business is focused on helping people live even happier lives by eliminating their financial concerns. In this episode, he shares some of the wisdom he’s gained in his career so far, including thinking tools from T ... Show More
13m 13s
Jan 2025
What an AI-powered finance function of the future looks like
In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO Sarah Friar from the At the Edge podcast. Sarah joined our senior partner, Lareina Yee, to discuss how to lead through this era of intense technological change and what it means for the fut ... Show More
28m 19s
Feb 2025
What’s on the board agenda in 2025?
In this episode of The Corporate Director Podcast, we’re joined by Melanie Nolen, Head of Research at Chief Executive Group. The discussion centers around the 2025 edition of "What Directors Think," a report jointly produced by the Diligent Institute, Corporate Board Member, and ... Show More
27m 26s
May 2025
Louay and Sawsan when love and business intersect with Nadine Samra in The CEO Diaries Podcast
Business partners, and married. They do not only share their lives, but also run and manage a thriving company together.
We’ll explore the unique challenges and advantages of being life partners and business partners—how they navigate decision-making, handle conflicts, and mainta ... Show More
1h 13m
Aug 2022
Wall Street Week: August 12th, 2022
Joanne Feeney, Partner and Portfolio Manager with Advisors Capitol Management, and Kristina Hooper, Invesco Chief Global Market Strategist on whether the week in the markets. Lawrence Summers, former US Treasury Secretary, on the cooling inflation data, and Melissa Kearney, Aspen ... Show More
32m 18s