Create The Next From ProCFO Partners

ProCFO Partners
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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.

  1. 15 JUL

    Beyond Buzzwords: Turning AI Into ROI for CFOs

    AI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems. From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. He discusses how ProCFO Partners uses AI internally, the mindset shifts needed to lead with curiosity, and how to embed AI exploration into company culture. One key insight: the best way to start isn’t with the right tool, it’s with the right question. By focusing on business issues you're facing and experimenting with AI as a collaborator, you can initiate progress without waiting for perfect answers or expertise. Maybe you’re new to AI, experimenting already, or consider yourself a power-user; in any case, this conversation offers a practical guide for making AI work for your business, not just as a technology, but as a thought partner. 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.

    22 min

  2. 8 JUL

    In Practice and In Command: Client Story with US Immigration Law Counsel

    In this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategically led business with stronger systems, better financial discipline, and a clearer leadership structure. Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s guidance, they implemented budgeting practices, built operational dashboards, and introduced KPI tracking that aligned every leader to shared goals. The changes improved planning, supported better decision-making, and helped the business scale with more confidence. This is the story of a leader gaining command of a fast-moving business, with the right CFO partner helping to make it happen. 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.

    31 min

  3. 20 MAY

    Clear Line of Sight: Forward-Looking Finance at Paragon

    When revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was driving margins—or where money was going—the company risked scaling into chaos. In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realized he was running the business by looking six months into the past. Together, they share how daily forecasting, smarter invoicing, and role-level financial focus changed everything. You’ll hear how trust, transparency, and teamwork turned a fractional CFO into a strategic ally, and why Bruce now says he’s sleeping better, planning farther ahead, and is more confident about hitting the numbers. This is a story about moving from instinct to insight, and from reaction to readiness. 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.

    29 min

  4. 7 ABR

    Open Book Management: Financial Transparency that Transforms

    What would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That’s the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation. In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, they share real-world examples of frontline employees solving problems, improving profitability, and sparking innovation - all because they were invited to understand the numbers behind the business. We explore why financial literacy is a leadership responsibility, how CFOs can play a strategic role in cultural transformation, and how even the smallest idea can lead to significant savings and impact. What shifts when every person on your team starts thinking like an owner? This conversation offers a compelling vision of what’s possible when you open the books and open the door to something bigger. Featuring Steve Baker and Vaughn Henson. 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

  5. 24 MAR

    How to Scale Your Company to $10M and Beyond

    Getting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working. In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder’s mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau. We explore the stages of business growth, why letting go of control is essential, and how poor financial alignment can turn sales success into a cash crisis. Plus Cruz explains why a strategic CFO is your partner in connecting vision to viability. If you’re stuck in the messy middle or eyeing your next level, this conversation is essential for climbing the $10M wall. Featuring Cruz Gamboa 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.

    25 min

  6. 10 MAR

    The Friction and Fundamentals of Franchising

    Franchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn’t as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson. In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the real role of a franchisor, we explore the key factors that determine success. With expertise as a franchisee and a CFO, Steve explains why financial planning, adaptability, and an exit strategy should be part of your thinking before you invest, not after. Whether you’re thinking about franchising for the first time or just want to refine your approach, this episode pulls back the curtain on the fundamentals, the friction, and the financial realities of franchising. 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.

    24 min

  7. 3 MAR

    Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking Ahead

    A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but someone who could understand their business at its core. In this episode, we share the Client Story of Lavitt Group and how ProCFO Kathleen Reynolds became an essential part of their leadership team. Jason and Keith discuss the unique challenges of running a third-generation business, the cultural values that drive their decision-making, and how Kathleen’s expertise has helped them streamline financial operations, improve forecasting, and align strategy with their long-term vision. Through automation, process improvement, strategic insights and more, Kathleen has helped Lavitt Group adapt to industry shifts and refine their business model while maintaining the family-driven culture that defines them. If you’re a business leader balancing growth, tradition, and the need for financial direction, this episode offers a valuable look at what’s possible with the right CFO partnership. Featuring Jason Lavitt, Keith Lavitt, and Kathleen Reynolds. 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.

    32 min

  8. 18 FEB

    The Friction of Fractional: Business Beyond the Delivery Method

    “Fractional is just a means of delivery. Leadership is what matters.” That’s how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth. In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transactional consultants, and how the right approach can fuel lasting success. Nelson shares stories of companies that have scaled exponentially with a fractional leadership team and unpacks the fundamental factors that determine fit beyond just industry experience. If your business is hesitating on fractional leadership for the wrong reasons, focusing too much on titles and not enough on impact, this episode challenges the misconceptions, explores the future of fractional leadership, and reveals what makes this model a growth accelerator, not a stopgap solution. Featuring Nelson Tepfer. 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.

    16 min
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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.

Información

  • Creador
    ProCFO Partners
  • Años de actividad
    2020 - 2025
  • Episodios
    162
  • Clasificación
    Apto
  • Copyright
    © 2025 Create The Next From ProCFO Partners
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    Create The Next From ProCFO Partners