97 episodes

Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.Senior leaders, business owners, C-Suite executives and others involved in organizational strategy benefit each week from the valuable financial insights and ideas presented in Create The Next.ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success.Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Create The Next From ProCFO Partners ProCFO Partners

    • Business
    • 5.0 • 4 Ratings

Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.Senior leaders, business owners, C-Suite executives and others involved in organizational strategy benefit each week from the valuable financial insights and ideas presented in Create The Next.ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success.Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    Navigating the Healthcare Maze: Business Essentials & Preparing for the Future

    Navigating the Healthcare Maze: Business Essentials & Preparing for the Future

    Healthcare insurance, like the healthcare industry, is complex, complicated and sometimes confusing. With the ever-evolving healthcare system and the pervasive influence of technology, it can be hard to keep up. Join us as we explore the discouraging inefficiencies that plague the business of healthcare and insurance discuss the latest advancements in healthcare technology that promise better outcomes. From the basics of the healthcare and insurance industries to the nuances of the customer relationship, let's uncover how you and your business can do more with your healthcare. Featuring Sam Heller

    Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    • 18 min
    Creating Your Finance Team: The Players and Their Functions

    Creating Your Finance Team: The Players and Their Functions

    Do you have the right players on your finance team? Do you know what your bookkeeper does differently from your accountant? Do you even have (or need) an accountant? Today we're talking about the different roles and responsibilities involved in a high performance finance team, from Tax Preparers to Controllers and the CFO. Learn who does what so you know who to rely on for specific input, and where you might have gaps or blind spots that could mean trouble down the road. Many small and mid-market companies have incomplete or inefficient teams, often because the roles and skillsets haven't kept pace with growth or shifting strategic directions. Let's uncover confusion and create some clarity on creating your next finance team. Featuring: Josefina García

    Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    • 28 min
    Reflect, Readjust, Reimagine: Looking at Last Year to Create Your Next Year

    Reflect, Readjust, Reimagine: Looking at Last Year to Create Your Next Year

    Nelson Tepfer, CEO at ProCFO Partners, joins us to talk about the importance of reflecting on performance in the last year. What met expectations? What didn't, and why? What could you have managed or controlled, and what surprises surfaced? By scrutinizing where you've been you can better plan ahead, prioritize proactive ways to avoid pitfalls, create strategies and achieve goals.

    Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    • 17 min
    Raising Capital For Your Business: Advice & Insights to Help You Grow

    Raising Capital For Your Business: Advice & Insights to Help You Grow

    Raising capital is a crucial part of running a successful business, but it can also be one of the biggest challenges that companies face. In today's episode, Randy Talcott joins us to discuss when it's time to raise capital, some common obstacles and challenges to raising capital, and the importance of having the right financial partners at your side. The right partners can provide valuable guidance and support, helping you increase their chances of success and achieve your goals. Join us for a practical conversation full of how-to, why-to and when-to advice from an expert. Featuring: Randy Talcott

    Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    • 15 min
    Peer Groups, Mentors & Coaches: How Stronger Connections Create Better Leaders

    Peer Groups, Mentors & Coaches: How Stronger Connections Create Better Leaders

    Mentorship, coaching, and peer groups are crucial resources for professional growth and development. These support systems provide valuable guidance, support, and accountability that can help people navigate the challenges of leadership and succeed in their careers. Today Haleh Fardi, Chief Visionary Officer at ProCFO Partners, joins us to talk about the impact mentors and peer groups have had on her, her career and even her personal growth. She shares insights on what to look for in a peer group, how to develop a mentoring or coaching program internally, and how success and support go hand-in-hand.

    Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    • 19 min
    Building Your Vision of Success: Focusing on the 5 C's

    Building Your Vision of Success: Focusing on the 5 C's

    As philosopher Soren Kierkegaard stated, effective leadership is mobilizing to create an environment that lets management's mindset Swing into the World of Possibilities. In today's episode, Roy Ryniker joins us to discuss creating a Vision of Success for your company. In today's ever-changing business landscape, having a clear vision for your company's future and adjusting to market dynamics is more important than ever. With focus and dedication, you can create a roadmap to success that will guide you and your team through to your Next. Follow Roy's 5 C's for practical, directional insights. Featuring: Roy Ryniker

    Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

    • 18 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Ben W 613 ,

Nelson and the ProCFO Team Enlightened Me

Nelson Tepfer and his team of Fractional CFOs explain so clearly the financial literacy business owners need, and they truly roll up thier sleeves and get involved for the clients they're brought in to help as Fractional CFOs. Definitely worth listening to their expertise on this podcast.

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