MBA Podcast: Move Beyond Accounting

Blair Cook

In this podcast series we talk with financial professionals and entrepreneurs that have successfully discovered how to move beyond accounting for the numbers to add real value.

  1. 5d ago

    Ep 14: Grant Daunheimer of Diamond Willow: Expanding Financing Options for the Canadian Mid-Market

    Discover how to navigate financing challenges and capitalize on growth opportunities in the Canadian business landscape with Grant Daunheimer from Diamond Willow.Key takeaways:* Understand the unique challenges faced by mid-market companies in Canada.* Learn about the importance of risk appetite and cultural differences in business.* Explore the role of private credit in supporting growth and acquisitions.* Gain insights into the capital markets landscape and how to leverage it effectively.Timestamps:00:00 Introduction00:27 Grant's background and Diamond Willow's mission02:58 Defining the mid-market in Canada04:09 Challenges faced by mid-market companies05:37 Risk appetite in Canada vs. the US07:10 Overview of capital markets for mid-sized businesses12:10 Borrower profiles and uses of capital15:18 Triggers for seeking financing18:15 The role of private capital21:57 Supporting businesses through their growth journey25:32 The importance of a strong support network30:24 The Gas Club and its mission

    33 min

  2. May 30

    Ep 13: Keith McNamee: Scaling a Consumer Product Company into a Global Brand

    In this episode of the Move Beyond Accounting Podcast, we dive deep with Keith McNamee, a serial entrepreneur and principal at Access Business Advisory. Keith shares his inspiring journey of transforming a small company into a global brand, the challenges of managing growth, and the importance of financial intelligence in business success. Key takeaways: * The pivotal role of innovation in business growth * Strategies for effective supply chain management * Insights on navigating the complexities of international markets * The impact of AI on the future of accounting and finance Timestamps: 00:00 Introduction 00:29 Meet Keith McNamee 01:26 Keith's journey in accounting 02:50 The growth story of Vionic 04:55 Understanding the product and market 06:46 Managing production and supply chain 09:10 Sales strategies and partnerships 10:36 The role of television in marketing 12:01 Financing and investment strategies 14:45 Key milestones in growth 19:02 Exit strategies and selling the business 20:06 The importance of accounting systems 25:20 Challenges of global operations 30:55 Preparing for a successful sale 32:15 Current ventures and advisory services

    40 min

  3. May 19

    Ep 12: Colin White: Eliminating Conflict And Breaking Financial Barriers

    In this episode of the Move Beyond Accounting podcast, we dive deep into the world of finance, investing, and entrepreneurship with Colin White, CEO of Verecan. Discover how Verecan is revolutionizing financial services by eliminating conflicts of interest and focusing on client needs. Key takeaways: 00:00 Introduction to Colin White and Verecan 00:25 The importance of eliminating conflicts of interest in finance 01:36 How Verecan positions itself in the financial services industry 02:56 The unique business model of Verecan 04:56 The challenges of the financial industry and client service 06:16 How Verecan generates earnings without conflicts 08:36 The breadth of services offered by Verecan 10:08 The impact of regulation on financial services 12:34 The importance of transparency in investing 14:55 How to filter signal from noise in the market 18:35 The current state of the economy and market trends 20:56 The role of AI and technology in finance 23:40 The future of investing and market predictions

    48 min

  4. May 15

    Ep 11: Ran Lewin: The Path to the Office of the CFO through Internal Audit

    Ran Lewin shares his career journey from public accounting to internal audit and then to budget and planning at York University. The conversation explores the role of internal audit in finance, the transition to budget and planning, and the decision to split the CFO role into two positions, highlighting the challenges and benefits of activity-based budgeting and the interplay between internal audit and risk management. The conversation covers the division of the CFO role, the transition to a budget role, extracurricular study in film, contrasting CFO roles, strategic ambition at Branksome Hall, the future of education, and the secret sauce and superpower of the guest.Takeaways* Career journey from public accounting to internal audit and budget and planning* The role of internal audit in finance and the challenges and benefits of activity-based budgeting Importance of relationships in career progression* Impact of extracurricular interests on professional skillsChapters* 00:00 The Proverbial Cubicle to the Corner Office Journey* 06:21 Internal Audit and Value Creation* 13:36 Internal Audit and Risk Management* 24:13 Splitting the CFO Role* 31:08 Extracurricular Study in Film* 40:50 Strategic Ambition at Branksome Hall* 50:22 Secret Sauce and Superpower

    46 min

  5. May 15

    Ep 10: Malik Salamatian: Promoted to CEO in 4 Months!

    Malik Salamatian, CEO of PennyDrops, shares his global upbringing, the role of sports in his life, his studies in economics, and the origin and growth of PennyDrops. He discusses the structure and operations of PennyDrops, his role as CEO, the impact of PennyDrops' curriculum, investing and financial literacy, the funding and business model of PennyDrops, and his future aspirations and superpower.Takeaways* Global upbringing and sports influence* PennyDrops' impact and funding modelChapters* 00:00 Introduction to the Podcast* 05:48 The Origin and Growth of PennyDrops* 13:23 PennyDrops' Curriculum and Impact* 23:43 Funding and Business Model of PennyDrops* 35:01 Malik's Future Aspirations and Superpower

    34 min

  6. May 15

    Ep 9: Shannon Weatherall: Community Driven Success From a Finance Perspective

    The conversation covers Shannon Weatherall's career progression in accounting and finance, including her roles at Farm Credit Corporation and her transition to Access Communication Cooperative Limited. It also explores the cooperative business model and its unique structure and impact on the community. Shannon Weatherall discusses the importance of partnership in leadership, navigating different leadership styles, women's leadership challenges, best practices in financing strategy, challenges in the healthcare sector, and her secret superpower of relationship building. She emphasizes that leadership challenges are not gender-specific, and her superpower lies in her ability to build strong relationships and partnerships.Takeaways* Career progression* Cooperative business model Partnership as a core principle* Leadership challenges are not gender-specificChapters* 00:00 Career Progression in Accounting and Finance* 27:19 The Importance of Partnership in Leadership* 34:08 Women's Leadership Challenges* 41:52 Challenges in the Healthcare Sector* 49:20 Secret Superpower: Relationship Building

    47 min

  7. May 15

    Ep 8: Debby Sapp: Building a Private Equity Portfolio with Sweat and Tears

    Debby Sapp, CFO of Kernel Equity, discusses the unique business model of providing programming services in exchange for equity, the impact of AI on business, the importance of budgeting, her passion for accounting and finance, and the balance between work and personal life.

    37 min

  8. May 15

    Ep 7: Chris Hutton: Scaling Up Venture Firms

    The conversation covers Chris Hutton's diverse industry experience and the role of standardization and simplification in finance. It delves into the challenges and strategies for managing finance across multiple companies and the impact of standardization on scalability and efficiency. The conversation covers topics such as FinTech innovation, investment lifecycle, remote team management, strategic team meetings, board management, the evolution of the CFO role, and executive traits for aspiring CFOs. It provides insights into the intersection of finance and technology, the dynamics of venture capital investment, the challenges of managing remote teams, and the strategic role of the CFO in a tech-driven business landscape.Takeaways* Diverse Industry Experience* Standardization and Simplification FinTech innovation* Investment lifecycleChapters* 00:00 Chris Hutton's Diverse Industry Experience* 07:30 Standardization and Simplification in Finance* 26:07 FinTech Innovation and Back Office AI* 31:38 Strategic Team Meetings and Ideation* 40:50 Board Management and Strategic Dialogue* 50:08 Executive Traits for Aspiring CFOs

    45 min
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In this podcast series we talk with financial professionals and entrepreneurs that have successfully discovered how to move beyond accounting for the numbers to add real value.

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