CFO Access Podcast

Jeff Robson
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  • Business
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Bringing you insightful conversations from CFO's and finance executives on interesting, relevant topics that are shaping the future of business.

  1. Ep 13: Is Your Business Protected? What CFOs Get Wrong About Insurance - Melissa Jolly with Host Jeff Robson

    6d ago

    Ep 13: Is Your Business Protected? What CFOs Get Wrong About Insurance - Melissa Jolly with Host Jeff Robson

    Melissa Jolly is the founder and managing director of Pinnacle Insurance Brokers, a Perth-based firm specialising in bespoke insurance solutions and risk advisory for Australian SMEs. After starting her career in domestic insurance, Melissa spent several years working at Lloyd’s of London before returning to Western Australia to launch Pinnacle, a business built on a hybrid of London broking rigour and Australian client-first service. In this episode of the CFO Access Podcast, host Jeff Robson sits down with Melissa to unpack what smart risk management really looks like for Australian SMEs. Melissa shares why the London broking model transformed how she approaches every client conversation, how CFOs should think about the self-insure decision, and why bringing your broker in early not at the last minute could save your business from a very expensive surprise. They also get into the growing cyber threat landscape, how AI is reshaping both fraud risk and the broking industry itself, and the broader question of whether Australians are becoming too risk-averse for their own good. Melissa Jolly: https://www.linkedin.com/in/melissajolly/ Pinnacle Insurance Brokers: https://www.pinnacleinsurancebrokers.com.au -------------------------------------- Follow Access Analytic: Youtube: https://www.youtube.com/@AccessAnalytic Facebook: https://www.facebook.com/@accessanalytic Instagram: https://www.instagram.com/access_analytic LinkedIn: https://www.linkedin.com/company/access-analytic Website: https://accessanalytic.com.au/ Connect with Jeff Robson: Jeff Robson: https://www.linkedin.com/in/jeffrobson/ -------------------------------------- Chapters: (0:00) Welcome & introducing Melissa Jolly (1:58) From domestic insurance to Lloyd’s of London (3:46) The hybrid London/Australian broking approach (5:30) Why insurance is genuinely exciting (yes, really) (7:30) What CFOs should be thinking about when it comes to insurance (10:10) Self-insure or buy a policy? How to make the decision (17:08) How Melissa works through a risk deep-dive with clients (21:00) Never let an insurance policy dictate how you run your business (25:14) AI risks: cyber fraud, professional indemnity & deepfakes (28:48) How AI is changing the insurance broking industry (30:04) On risk-taking: should we be saying yes more often (41:46) Running, parkrun community & mental clarity Recorded and Produced by Podwave Studios: https://www.podwavestudios.au The information provided in this podcast is general in nature and does not constitute financial or insurance advice.

    48 min

  2. May 19

    Ep 12. M&A Secrets Every CFO Should Know: Insights from Mark Leaker with Host Jeff Robson

    In this episode of the CFO Access Podcast, host Jeff Robson sits down with Mark Leaker, founder of Leaker Partners, to explore the realities of mergers and acquisitions, corporate governance, and deal-making. Mark shares lessons from over two decades advising boards, CFOs, and business owners on complex transactions. They discuss common mistakes in M&A, how CFOs can work effectively with advisors, and what truly drives successful deals—from strategy to execution. Whether you're involved in transactions or simply want to think more strategically, this episode offers practical insights into navigating high-stakes business decisions. Chapters: (0:00) Welcome & Mark Leaker’s Background (2:00) Building a Non-Traditional Law Firm (4:30) Key Lessons from M&A Experience (6:30) The 3 Critical Questions in Any Deal (10:00) How to Increase Business Value Before Selling (13:00) Experienced vs First-Time Sellers (17:00) The CFO’s Role in Deal-Making (19:30) Managing Advisors & Decision-Making (22:00) AI in Legal Work & Transactions (26:00) How AI is Changing the Legal Industry (30:00) Client Expectations in the AI Era (33:00) Why M&A Deals Fail (and How to Avoid It) (37:30) Financial Modelling & Term Sheets (40:00) Career Advice for Professionals (42:30) Giving Back & Community Impact (45:30) Funny Stories & Wrap-Up Mark Leaker: ⁠https://www.linkedin.com/in/mark-leaker-627b6814/ Follow us:  Facebook - ⁠⁠⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠⁠⁠Podwave Studios⁠⁠

    53 min

  3. May 5

    Ep 11. AI & Professional Confidence: Leading Through Change with Julissa Shrewsbury and Host Jeff Robson

    In this episode of the CFO Access Podcast, host Jeff Robson speaks with Julissa Shrewsbury, founder of New Work Consulting, about how AI is reshaping professional confidence, leadership, and trust.They discuss insights from Julissa’s study of senior leaders across Australia, including how organisations are approaching AI, the risks of over-reliance, and what it means for CFOs and trusted advisors. The conversation also explores how leaders can build confidence, adapt culture, and stay relevant in a rapidly changing environment. Chapters: (0:00) Welcome & AI’s Impact on Professional Confidence (3:30) The Study: How Leaders Are Responding to AI (7:30) Gaps in AI Awareness & Leadership Mindset (11:30) Adapting to Rapid Change (15:30) Does AI Build or Erode Confidence? (20:00) Impact on Junior vs Senior Professionals (22:30) AI as a Learning & Development Tool (26:30) Why AI Is a Cultural & Change Challenge (27:30) Practical Steps for CFOs & Leaders (31:00) Measuring What Matters in Organisations (34:00) The Future of Trusted Advisors (37:00) AI, Imposter Syndrome & Human Value (39:30) Why Human Skills Still Matter (41:00) Wrap-Up & AI Dad Jokes Julissa Shrewsbury: https://www.linkedin.com/in/julissashrewsbury/ Follow us:  Facebook - ⁠⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠⁠Podwave Studios⁠

    46 min
  4. Ep 10. Building Cross-Functional Relationships with Emma Burdett and Host Jeff Robson

    12/15/2025

    Ep 10. Building Cross-Functional Relationships with Emma Burdett and Host Jeff Robson

    In this episode of the CFO Access Podcast, host Jeff is joined by Emma Burdett, a multi-talented entrepreneur, marketing strategist, and founder of Huddle Up Creative. Emma, who is also the co-founder of Future Female Leaders, shares insights into her unique career journey from finance to marketing. The discussion covers how CFOs can foster stronger relationships with marketing teams, the importance of storytelling in financial communication, leadership development in finance, and how data can drive marketing effectiveness. Emma also highlights key successes and challenges in her career, the power of community and peer learning, and the benefits of seeing things from different perspectives. Tune in for an engaging conversation filled with valuable takeaways for both finance and marketing professionals.  Emma Burdett: https://www.linkedin.com/in/emmajburdett/?originalSubdomain=au Follow us:  Facebook - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠Podwave Studios

    39 min
  5. Ep 9. Shaping the Future & Empowering the Next Generation… with Greg Wheeler and Jeff Robson

    12/08/2025

    Ep 9. Shaping the Future & Empowering the Next Generation… with Greg Wheeler and Jeff Robson

    Join Jeff Robson, Managing Director of Access Analytic and founder of CFO Access Networking Groups, as he interviews Greg Wheeler, a progressive thinker and former boss, on the CFO Access Podcast. Greg shares fascinating insights from his diverse career, highlighting pivotal decisions, leadership strategies, and the importance of embracing technology and lifelong learning. Discover how Greg's entrepreneurial mindset and emphasis on empowering teams have shaped his success in various high-profile roles in the finance and corporate world.    Greg Wheeler: https://www.linkedin.com/in/gregory-wheeler-97bb5a11/  Follow us:  Facebook - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠Podwave Studios

    50 min

  6. 12/01/2025

    Ep 8. The Art of Strategy: A Conversation with Mark Narustrang and Host Jeff Robson

    In this episode of the CFO Access Podcast, hosted by Jeff Robson from Access Analytic, we dive deep into strategic thinking and problem-solving with Mark Narustrang, a CPA and principal consultant at Pivotal Point. Explore Mark's journey from accounting to strategy, the importance of defining root causes, and the role of measurement in finance. Learn about the application of the Six Sigma method, the relevance of the Five Whys, and how CFOs can balance operational and strategic roles. Discover Mark's unique experiences in agribusiness, and gain insights into the impact of AI and data in strategic planning. We also delve into the surprising intersections between his Australian-Estonian heritage and his professional life, his involvement in the national Estonian media platform “Hao,” and the powerful family history that shapes his worldview today. Don't miss Mark's anecdotes and fatherly wisdom about being an 'ex-tractor fan'!    Mark Narustrang: https://www.linkedin.com/in/mark-narustrang-aa411016/  Article by Mark: https://eesti.org.au/2025/06/17/perth-jaanipaev-a-midsummer-celebration-in-winter-heralds-a-new-spring/ Follow us:  Facebook - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠Podwave Studios

    45 min
  7. Ep 7. Creating the Future: Insights from CFO and Entrepreneur Rupen Kotecha with Host Jeff Robson

    11/24/2025

    Ep 7. Creating the Future: Insights from CFO and Entrepreneur Rupen Kotecha with Host Jeff Robson

    In this episode of the CFO Access Podcast, host Jeff Robson sits down with Rupen Kotecha, a seasoned CFO and entrepreneur. They discuss Rupen's early entrepreneurial endeavours, his experiences transitioning from corporate roles to founding WA Leaders and the CFO Centre, and his approach to business networking and succession planning. Gain invaluable insights into the evolving role of CFOs, the importance of laser focus, and how personality profiling can guide career alignment. Whether you're a finance professional or a budding entrepreneur, this conversation is packed with wisdom and practical advice for shaping the future.    Rupen Kotecha: https://www.linkedin.com/in/rupen-kotecha-wa-leaders/    Follow us:  Facebook - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠Podwave Studios

    42 min
  8. Ep 6. Jeff Robson Talks about Exploring AI and Technology in Finance: Insights from the CFO Access Survey

    11/17/2025

    Ep 6. Jeff Robson Talks about Exploring AI and Technology in Finance: Insights from the CFO Access Survey

    Join Jeff Robson from Access Analytic and Zanele Netshapapame, Senior Business Analyst, as they dive into the results of the CFO Access AI and Technology Survey. They discuss how finance leaders are utilizing AI and technology, uncover surprising insights, and explore challenges such as data integration and the future of ESG reporting. This episode offers valuable takeaways for CFOs on starting their AI journey and enhancing productivity. Don't miss this engaging conversation on shaping the future of finance!    Zanele Netshapapame: https://www.linkedin.com/in/zanele-netshapapame-1aba58a5/    Follow us:  Facebook - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  Instagram - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠  TikTok - ⁠⁠⁠⁠@Acess Analytic⁠⁠⁠⁠  LinkedIn - ⁠⁠⁠⁠@Access Analytic⁠⁠⁠⁠    Recorded and produced by ⁠⁠⁠⁠Podwave Studios

    43 min
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About

Bringing you insightful conversations from CFO's and finance executives on interesting, relevant topics that are shaping the future of business.

Information

  • Creator
    Jeff Robson
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © Jeff Robson
  • Show Website
    CFO Access Podcast