Retained Learnings

Float

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Canadian finance leaders share strategic advice and potential solutions to some of the modern finance department’s most important questions. On each episode of Retained Learnings, Rob Khazzam, founder and CEO of Float, asks accomplished and respected Canadian finance leaders to share lessons they’ve collected throughout their careers. Brought to you by Float, a corporate card and spend management solution for Canadian companies.

2024-09-13

Innovation and Competition: a dive into the Canadian business landscape with Jeremy Black from Kinvie

In the season finale of Retained Learnings, Jeremy Black from Kinvie and Float CEO, Rob Khazzam, dive into the current state of Canadian business innovation and competitiveness, and how consumers pay the price. Tune in for some thought provoking listening as we deep dive into how Fintech innovation and an abundance mindset are addressing the pain points that Canadians shouldn't have to endure, the competitiveness of Canadian businesses and more.

39 min
2024-08-29

Finance as a Strategic Partner with Eleni Kasimos, Director of Finance at LumiQ

Join Ruslan, Co-Founder of Float, and Eleni Kasimos, Director of Finance at LumiQ, as they explore the evolving role of Finance as a strategic partner rather than the role of "Finance police." They also share valuable insights and advice for Finance professionals transitioning from larger organizations and conventional roles to becoming key contributors in a startup environment.

37 min
2024-06-12

From Accounting to AI: Spellbook's Aman Samra on Startups and Finance

In this episode of Retained Learnings, Float CEO Rob Khazzam interviews Aman Samra, the Vice President of Finance at Spellbook, a company pioneering the use of assistive AI for lawyers. Aman shares his career journey, which began in large accounting firms where he built a solid foundation in financial statements, tax, and distributions. With the rise of the tech industry, he transitioned to a fintech role at an early-stage startup in the US, where he gained valuable insights into how companies scale and grow. His excitement about the innovations at Spellbook, brought him to his current position. In this episode, Aman discusses navigating a career in startups, what he considers the key considerations when joining a team, and the transformative impact of AI on finance roles.You can check out Aman’s show, The Generation Hustle Podcast, wherever you listen: In this episode of Retained Learnings, Float CEO Rob Khazzam interviews Aman Samra, the Vice President of Finance at Spellbook, a company pioneering the use of assistive AI for lawyers. Aman shares his career journey, which began in large accounting firms where he built a solid foundation in financial statements, tax, and distributions. With the rise of the tech industry, he transitioned to a fintech role at an early-stage startup in the US, where he gained valuable insights into how companies scale and grow. His excitement about the innovations at Spellbook, brought him to his current position. In this episode, Aman discusses navigating a career in startups, what he considers the key considerations when joining a team, and the transformative impact of AI on finance roles.You can check out Aman’s show, The Generation Hustle Podcast, wherever you listen: The Generation Hustle Podcast on Apple Podcasts

35 min
2024-05-29

Josh Zweig on Burnout and Business Growth

In this episode, Andrew Dale interviews Josh Zweig about his career journey from a Big Four accounting firm to founding his online accounting business, LiveCA. Zweig reflects on his disillusionment with the monotonous nature of auditing in a large organization, which ultimately led him on an entrepreneurial journey and the evolution of his vision from a lifestyle business to creating a flexible work environment for others.

40 min
2024-05-15

From Bootstrapped to VC Backed with Christopher Chan, Head of Finance, Knak

From Bootstrapped to VC Backed with Christopher Chan, Head of Finance, Knak

57 min
2024-05-01

Leading Finance Teams Effectively with Tyler Vasselin, CFO at Showpass

Learn how Tyler Vasselin moved into the CFO role at fast-growing Calgary tech company Showpass, where he has been instrumental in scaling the company's finance operations from its early stages to a more structured department capable of supporting rapid business growth. Tyler's insights into navigating career transitions, the strategic building of finance functions in startups, and the effective use of technology in finance painted a comprehensive picture of the challenges and strategies that define successful financial leadership in dynamic business environments.

41 min
2023-11-01

Transforming the Finance Function with Brendan White, Head of Finance, Float

We kick off Season 2 with a very special guest - Float's own Head of Finance, Brendan White. In this epsiode Brendan shares his career journey, how finance teams have changed over the last 10 years, and what he learned working for hypergrowth company Ada.

11 min
2023-01-26

Preparing to go public with Ryan Levenberg, CFO

Taking a company public is one of the biggest moments in a company’s existence. The CFO is a key leader in making it happen. The preparations are extensive and the process can be intense. Ryan Levenberg was the CFO of Q4 when the company went public in October 2021. It was his first time going through a public offering. In this episode, you’ll learn how Ryan and Q4 worked through the preparations, how the finance team was involved and some of the helpful investments in systems, staff and processes that Ryan made prior to the IPO. You’ll also hear Ryan’s advice on how important it is to be a part of a community of experienced professionals. This podcast episode was produced by Quill.

22 min

Tout afficher (16)

BANDE-ANNONCE

Introducing Retained Learnings

Whether you’re implementing a zero-based budgeting model for the first time or raising a Series B, there’s a good chance someone has been in your shoes before. Listening to their stories just might help you turn these milestones into career-defining opportunities. What if you could hear from Canadian finance leaders about how they overcame one of these challenges in their own unique way? Listen in as Rob Khazzam, the founder and CEO of Float speaks with Canada’s most respected and accomplished finance and business names to bring you some of the lessons they’ve collected during their careers. Retained Learnings is coming to your favourite podcast app this September.

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10 notes

Great to hear Canadian business finance stories

2022-11-24

AmritaChandra

I love hearing from Canadian CFOs on how they navigate challenges - it’s hard to find this kind of thing in Canada. Rob’s a great host and the episodes are just the right length for when I’m commuting.
Retained Learnings

2022-10-05

Bnmrrs

First episode was killer! Great first and great to see the inside view on raising capital.

Canadian finance leaders share strategic advice and potential solutions to some of the modern finance department’s most important questions. On each episode of Retained Learnings, Rob Khazzam, founder and CEO of Float, asks accomplished and respected Canadian finance leaders to share lessons they’ve collected throughout their careers. Brought to you by Float, a corporate card and spend management solution for Canadian companies.

Créateur

Float
Années d’activité

2022 - 2024
Épisodes

16
Classement

Tout public
Site Web de l’émission

Retained Learnings

Retained Learnings

Innovation and Competition: a dive into the Canadian business landscape with Jeremy Black from Kinvie

Finance as a Strategic Partner with Eleni Kasimos, Director of Finance at LumiQ

From Accounting to AI: Spellbook's Aman Samra on Startups and Finance

Josh Zweig on Burnout and Business Growth

From Bootstrapped to VC Backed with Christopher Chan, Head of Finance, Knak

Leading Finance Teams Effectively with Tyler Vasselin, CFO at Showpass

Transforming the Finance Function with Brendan White, Head of Finance, Float

Preparing to go public with Ryan Levenberg, CFO

Bande-annonce

Introducing Retained Learnings

Great to hear Canadian business finance stories