GrowCFO Show

Kevin Appleby
GrowCFO Show

Where Finance Leaders Grow Together

  1. 1 DAY AGO

    #229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu, Global CFO, Testhouse

    #229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu https://open.spotify.com/episode/2BrVUEFhCiaYZSTsz10XvO The finance landscape is undergoing a transformative revolution, driven by technological innovation and unprecedented operational challenges. Operational agility has emerged as a critical strategic imperative for startups navigating complex technological ecosystems, particularly in high-stakes sectors like robotics and biotech. Maria Ghibu, a distinguished Global CFO at Testhouse, brings a wealth of international experience and strategic insights into the intricate world of technology-driven entrepreneurship. Her professional journey spans multiple countries and critical roles in post-merger integration, fundraising, and strategic financial management, offering a comprehensive perspective on operational excellence in challenging technological domains. The podcast episode delves deep into the multifaceted challenges of financing and scaling robotics startups, illuminating the critical intersection of technological innovation, financial strategy, and investor relations. Ghibu's expertise provides a nuanced understanding of the complex ecosystem where long research and development cycles, regulatory hurdles, and investor expectations create a demanding operational landscape. Key topics covered: * Strategic Financial Navigation in Technology Ecosystems * Comprehensive Fundraising Strategies for Robotics Startups * Operational Agility as a Competitive Differentiator * Investor Relationship Management Methodologies * Navigating Complex R&D Cycles in Technology Sectors * Professional Competency Framework Development * Strategic Network Building and Professional Connections * Experiential Learning and Organizational Transformation * Integrated Finance and Operational Leadership Approach * Critical Success Factors in Emerging Technology Ventures https://youtu.be/xkhJmKajXG8 Links * Maria Ghibu on LinkedIn * Kevin Appleby on LinkedIn * GrowCFO Mentoring Timestamps * 0:02:55 - Exploring Innovative Learning Platforms * 0:16:27 - International Professional Development Trajectory * 0:27:20 - Fractional CFO Strategic Insights * 0:35:06 - Advanced Investor Engagement Techniques * 0:40:54 - Career Evolution and Strategic Positioning * 0:44:05 - Governance and Leadership Perspectives * 0:47:21 - Professional Relationship Ecosystem * 0:48:51 - Podcast Synthesis and Reflection

    30 min
  2. 8 APR

    #228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey, GrowCFO Mentor

    #228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey https://open.spotify.com/episode/393rj0qXYpByeuWWjgoC5i Confidence is a critical yet often misunderstood element of professional success. In today's competitive business landscape, understanding the nuanced dynamics of self-assurance can be the difference between breakthrough performance and persistent self-doubt. Susana Serrano Davey, a GrowCFO Mentor, emerges as a thought leader challenging conventional wisdom about personal empowerment through her groundbreaking book, "Confidence is Overrated." Her work represents a paradigm shift, moving beyond traditional self-help narratives to offer a more authentic, introspective approach to professional development.At the core of Davey's philosophy is the radical notion that confidence is not a prerequisite for achievement, but rather an organic outcome of genuine self-acceptance and continuous learning. By deconstructing the myth of performative confidence, she introduces innovative frameworks that encourage professionals to embrace vulnerability, take calculated risks, and view personal growth as a non-linear journey. Her methodology, enriched by personal anecdotes and metaphorical insights—ranging from mushroom hunting to unicorn symbolism—provides a refreshing alternative to conventional confidence-building strategies. Through her work, Davey empowers individuals to reframe their understanding of success, emphasizing internal resilience over external validation and demonstrating how true professional transformation emerges from self-compassion and persistent curiosity. Key topics covered: * Challenging Traditional Confidence Paradigms * Redefines confidence as an internal journey rather than external validation * Emphasizes self-acceptance over performative achievement * Introduces innovative metaphors like unicorns and mushroom hunting to illustrate personal growth concepts * Book Development Insights * Leveraged AI tools like ChatGPT for manuscript refinement * Incorporated early feedback from zero readers * Developed a more mature, professionally structured narrative compared to her first book * Personal Growth Strategies * Advocates for embracing uncertainty and taking calculated risks * Promotes the value of continuous learning and adaptability * Shares personal stories demonstrating vulnerability and resilience * Technological Integration in Writing * Utilized AI as a collaborative writing assistant * Maintained human emotional authenticity in storytelling * Explored AI's potential and limitations in creative processes https://www.youtube.com/watch?v=S8myIm2OdbA Links * Susana Serrano Davey on LinkedIn * Kevin Appleby on LinkedIn

    32 min
  3. 1 APR

    #227 How to Choose the Right Tech Stack Without Wasting Money with Tim Cadbury, CFO, InfiniteCFO

    #227 How to Choose the Right Tech Stack Without Wasting Money with Tim Cadbury https://open.spotify.com/episode/4mVO2Gtl2Vx5bQmDNuWfTi In today's rapidly evolving business landscape, selecting the right technology stack is critical for organizational success and financial efficiency. The strategic selection of technological tools can make or break a company's operational effectiveness, directly impacting its growth trajectory and competitive positioning. This podcast episode featuring Tim Cadbury, a fractional CFO at InfiniteCFO, delves deep into the nuanced world of tech stack selection for high-growth businesses. Cadbury brings a wealth of experience from corporate giants like ITV and the dynamic startup ecosystem, offering listeners invaluable insights into navigating the complex terrain of technological infrastructure selection. Key discussion points revolve around the challenges businesses face when choosing technological solutions, the importance of scalability, and the need for adaptable systems that can grow with an organization. Cadbury emphasizes that tech stack selection is not a one-size-fits-all approach but a strategic decision requiring careful consideration of current needs and future growth potential. The conversation provides a comprehensive exploration of how fractional CFOs like Cadbury help businesses make informed technological investments, leveraging their extensive experience and understanding of various industry ecosystems. By sharing practical examples and strategic approaches, the podcast offers a roadmap for businesses seeking to optimize their technological investments without unnecessary expenditure. About Tim Cadbury Tim supports high growth businesses with a CFO-led virtual finance function. In his 3 years at InfiniteCFO, he's helped businesses in B2B SaaS, Cyber, LegalTech, AdTech, InsureTech, and Software. Successful projects include fundraises, M&A and finance transformations. Previously, Tim spent 13 years at ITV plc, including roles in Investor Relations, as Group Head of FP&A and as Finance Director for the £2bn advertising business. He spent 4 years out of finance growing the technology business SDN to >£65m profit, which included negotiating all commercial contracts and running the tech team. He was also a Director of D34, a joint venture with Channel 4 which transmits all the UK’s commercial Public Service Broadcasters.  Tim qualified as an ACA with KPMG London. Key topics covered: * Fractional CFO approach to supporting high-growth technology businesses * Strategic importance of selecting scalable technological infrastructure * Leveraging Xero and complementary ecosystem tools for financial management * Role of AI and automation in streamlining repetitive financial tasks * Importance of understanding business-specific technological requirements * Balancing current technological needs with future growth potential * Navigating fundraising and due diligence with robust technological systems * Developing comprehensive financial strategies through intelligent tech sel...

    30 min
  4. 25 MAR

    #226 AI, Accounting & The Modern CFO with Francesco Zappala, CFO, South America, Impresa Pizzerotti

    #226 AI, Accounting & The Modern CFO with Francesco Zappala https://open.spotify.com/episode/0tFFZr6v55eoOv3NmRmYYC In the rapidly evolving landscape of corporate finance, artificial intelligence (AI) stands as a transformative force reshaping the role of modern financial leadership. The integration of AI technologies presents unprecedented opportunities for CFOs to revolutionize traditional financial processes, drive strategic decision-making, and unlock new levels of organizational efficiency. As businesses navigate the complex digital transformation, AI emerges as a critical tool that transcends mere technological implementation, representing a fundamental shift in how financial strategies are conceptualized and executed. Francesco Zappala, Chief Financial Officer for South America at Impresa Pizzerotti, provides a nuanced perspective on AI's strategic potential, emphasizing that successful implementation goes far beyond technological adoption. His insights reveal that the true power of AI lies in its ability to augment human expertise, streamline routine tasks, and enable finance professionals to focus on high-value strategic activities. By advocating for a holistic approach that integrates change management, comprehensive training, and robust risk assessment, Zappala challenges executives to view AI not as a replacement for human intelligence, but as a sophisticated collaborative tool that can dramatically enhance organizational performance and competitive advantage. Key topics covered: * AI represents a paradigm shift in financial operations, distinguishing between classic and generative AI technologies * Strategic implementation requires comprehensive organizational assessment and change management * Data management emerges as a critical foundation for successful AI integration * CFOs must balance technological innovation with risk mitigation and strategic planning * User involvement and training are crucial for successful AI adoption * Predictive and narrative AI tools offer significant value-creation potential * Organizations must develop a multi-provider approach to manage technological risks * AI should be viewed as a supportive tool, not a replacement for human expertise * Change management requires a holistic approach involving all organizational levels * Continuous learning and adaptability are key to leveraging AI effectively https://www.youtube.com/watch?v=C4JrTWr9H2E Links * Francesco Zappala  on LinkedIn * Kevin Appleby on LinkedIn * GrowCFO Mentoring Timestamps * 0:01:28 - Initial technical audio setup and equipment discussion

    45 min
  5. 18 MAR

    #225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy, Co-founder & CEO, Upflow

    #225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy https://open.spotify.com/episode/3qy4Q5X2ZRjyzBfqhOA2Dl The B2B payments ecosystem represents a critical financial infrastructure that fundamentally determines an organization's economic health and operational agility. In an increasingly digital and interconnected global marketplace, businesses are confronting unprecedented challenges in managing complex financial transactions, cash flow dynamics, and technological integration. The traditional paradigms of accounts receivable and payment processing are rapidly evolving, driven by technological innovations that promise to revolutionize how companies approach financial management. Emerging technologies like artificial intelligence, machine learning, and advanced analytics are creating transformative opportunities for businesses to optimize their financial workflows, reduce operational risks, and gain unprecedented insights into their economic performance. In this illuminating podcast episode, Kevin Appleby engages in a comprehensive dialogue with Alex Louisy, the visionary Co-founder and CEO of Upflow, exploring the intricate landscape of business-to-business payment strategies and technological disruption. Louisy brings a unique Franco-American perspective, offering deep insights into the global variations of payment methodologies, technological adoption, and strategic financial management. The discussion transcends traditional financial discourse, delving into critical areas such as AI-driven automation, online payment methodologies, risk mitigation strategies, and the future of financial technology. By examining real-world data, industry trends, and practical implementation strategies, Appleby and Louisy provide business leaders and finance professionals with a sophisticated roadmap for navigating the complex and rapidly evolving world of B2B payments, emphasizing the critical importance of continuous innovation, technological adaptation, and strategic financial thinking. Key topics covered: * Upflow's innovative technology helps B2B companies optimize their cash collection processes * Detailed insights from the B2B Payments Trends report revealing payment collection challenges * Critical analysis of invoice aging and its impact on business financial health * Exploration of online payment methods and their transformative potential * The emerging role of AI in automating and enhancing financial workflows * Strategies for reducing non-payment risks and improving accounts receivable * Comparative perspectives on payment practices between US and European markets * Impact of technological innovations on financial team efficiency * Discussion of payment method diversification and customer payment experience * Future outlook on AI's role in financial process automation https://youtu.be/8Ta6pzF1MXc Links * Alex Louisy on LinkedIn * Kevin Appleby ona href="https://www.

    38 min
  6. 11 MAR

    #224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra, GrowCFO Facilitator

    #224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra https://open.spotify.com/episode/6sIeKqInI1Ur549AprBRnw Rishi Sapra, a GrowCFO Facilitator and Microsoft Most Valuable Professional (MVP), brings a wealth of experience from top-tier financial institutions to demystify the power of business intelligence technologies. Through his expertise, finance professionals can understand how advanced analytics platforms are not just technological tools, but strategic assets that can drive organizational performance and competitive advantage. The podcast explores the intricate world of Power BI, showcasing how modern finance professionals can leverage data visualization, automation, and AI-driven insights to make more informed decisions. By bridging the gap between complex technical capabilities and practical business applications, Sapra provides a comprehensive overview of how emerging technologies are reshaping the financial analysis landscape. This session offers a deep dive into the transformative potential of Power BI, illustrating how finance leaders can move beyond traditional reporting to create dynamic, interactive, and intelligent financial narratives that drive strategic decision-making. Key topics covered: * Power BI's role in creating comprehensive semantic models for financial data * The importance of context and storytelling in financial reporting * Automation capabilities that streamline financial data processing * Integration of AI and copilot technologies in financial analytics * Practical approaches to building interactive financial dashboards * Bridging the gap between technical complexity and business value * The future of data management through unified platforms * Strategies for handling diverse skill levels in financial technology training * The critical role of education in adopting advanced analytics tools * Transforming financial reporting from static to dynamic insights https://www.youtube.com/watch?v=guXnwOwe0_s&t=7s Links * Rishi Sapra on LinkedIn * Kevin Appleby on LinkedIn * GrowCFO Mentoring Timestamps * 0:03:22 Initial introductions and background context * 0:06:37 Podcast formal introduction * 0:08:37 Discussion of Power BI teaching approach * 0:11:30 Motivation for teaching technical subjects * 0:13:58 Experiential learning in technical training * 0:20:34 Power BI's core functionalities in financial reporting * 0:31:14 Course structure and content details * 0:38:13 Future trends in Power BI and AI integration

    35 min
  7. 4 MAR

    #223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic, CEO and Business Strategy Consultant, Make Business Flow

    #223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic https://open.spotify.com/episode/7aOwo254gene5On21geffe Karina Rasic, CEO and Business Strategy Consultant at Make Business Flow, shares her insights on the challenges and strategies for helping female-led companies succeed in fundraising. Accessing capital is a critical issue for entrepreneurs, and Karina's experience in working with women-owned businesses provides valuable perspectives on addressing this problem. In this episode of the Grow CFO Show, Karina discusses the cultural and educational differences that impact financial literacy in Latin America, particularly the contrast between Protestant and Catholic views on money and work. She explains how these factors create unique obstacles for women seeking to build and grow their businesses. Karina's approach to supporting her clients involves empowering them to present their ventures in a more confident, "male-like" manner to potential investors.She highlights the importance of financial education, her strategies for helping female founders overcome fundraising challenges, and her own entrepreneurial journey. She also shares details about her two companies - one providing fractional CFO services and the other, a legal services platform. Karina's passion for writing and her plans for the future, including a program to help retirees start new businesses, provide a well-rounded perspective on her multifaceted career. Karina and Kevin Appleby explore the potential for growth in the Latin American market for fractional CFO services, as well as the challenges of finding qualified professionals in the region. Karina's commitment to making a positive impact and her belief in the power of entrepreneurship to drive change are evident in her words and actions.About Karina Rasic: Karina is an accomplished project manager with extensive experience in financial analysis, digital marketing, and business development. Karina specializes in CFO fractional services, financial assessments for startups, and securing funding—particularly for businesses founded and led by women. Currently, she leads initiatives at Make Businesses Flow, focusing on streamlining operations and enhancing business performance. With a strong ability to manage cross-functional teams and implement data-driven strategies, Karina is dedicated to driving organizational success and sustainable growth. Key topics covered: * Karina's background as an Argentinian with a mix of Spanish and American accents * The cultural and religious differences that impact financial literacy in Latin America * Karina's work in helping women-led companies with fundraising and presenting their businesses * Her two companies: a fractional CFO service and a legal services platform * Karina's passion for writing and her plans for the future, including a program to help retirees start new businesses * The potential for growth in the Latin American market for fractional CFO services and the challenges of finding qualified professionals

    27 min
  8. 25 FEB

    #222 Master the Art of Financial Product Design with Siqi Chen, Founder and CFO, Runway

    #222 Master the Art of Financial Product Design with Siqi Chen https://open.spotify.com/episode/019MLgaVF4N7jNvm2Ek910 Mastering the art of financial product design is a crucial skill for finance professionals in today's rapidly evolving business landscape. In this insightful podcast episode, Kevin sits down with Siqi Chen, the Founder and CFO of Runway, to explore the challenges and opportunities in creating innovative finance software. The discussion delves into the limitations of traditional finance tools, the importance of user-centric design, and the transformative potential of emerging technologies like artificial intelligence. Siqi Chen shares his diverse background, from his studies in mathematics to her experience working at NASA's Jet Propulsion Laboratory. Siqi recounts his journey as a serial entrepreneur, highlighting the challenges she faced in understanding finance and the inspiration behind founding Runway, a finance software company aimed at revolutionizing the way businesses approach financial management. They delve into the unique features and design principles that set Runway apart from traditional finance tools. Siqi explains how Runway's focus on collaboration, data visualization, and seamless integration with other business systems addresses the pain points experienced by finance teams. The discussion also explores the role of ambient intelligence and artificial intelligence in enhancing the user experience and providing proactive insights. Kevin and Siqi also discuss the potential for collaboration between their respective organizations, exploring opportunities for joint webinars, summits, and other initiatives. The shared enthusiasm for innovation in the finance space sets the stage for a continued dialogue and the exploration of new ways to empower finance professionals in their quest to drive business success. Key topics covered: * Siqi Chen's diverse background and his journey as a serial entrepreneur * The limitations of traditional finance tools and the inspiration behind founding Runway * Runway's focus on collaboration, data visualization, and seamless integration * The role of ambient intelligence and artificial intelligence in enhancing the user experience * Potential for collaboration between Grow CFO and Runway, including joint webinars and summits * Runway's pricing and target market for mid-market companies * Siqi Chen's emphasis on the importance of user-centric design in finance software * Runway's unique features, such as fine-grained permission controls and the ability to encrypt sensitive data * The potential of finance software to revolutionize the way businesses approach financial management * The shared enthusiasm for innovation and the exploration of new opportunities in the finance space https://youtu.be/79XXRP-gKCk Links * Siqi Chen on LinkedIn

    43 min
5
out of 5
11 Ratings

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Where Finance Leaders Grow Together

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