Retained Learnings Float

In this episode of Retained Learnings, Float CEO Rob Khazzam interviews Aman Samra, the Vice President of Finance at Spellbook, a company pioneering the use of assistive AI for lawyers. Aman shares his career journey, which began in large accounting firms where he built a solid foundation in financial statements, tax, and distributions. With the rise of the tech industry, he transitioned to a fintech role at an early-stage startup in the US, where he gained valuable insights into how companies scale and grow. His excitement about the innovations at Spellbook, brought him to his current position. In this episode, Aman discusses navigating a career in startups, what he considers the key considerations when joining a team, and the transformative impact of AI on finance roles.You can check out Aman’s show, The Generation Hustle Podcast, wherever you listen: In this episode of Retained Learnings, Float CEO Rob Khazzam interviews Aman Samra, the Vice President of Finance at Spellbook, a company pioneering the use of assistive AI for lawyers. Aman shares his career journey, which began in large accounting firms where he built a solid foundation in financial statements, tax, and distributions. With the rise of the tech industry, he transitioned to a fintech role at an early-stage startup in the US, where he gained valuable insights into how companies scale and grow. His excitement about the innovations at Spellbook, brought him to his current position. In this episode, Aman discusses navigating a career in startups, what he considers the key considerations when joining a team, and the transformative impact of AI on finance roles.You can check out Aman’s show, The Generation Hustle Podcast, wherever you listen: The Generation Hustle Podcast on Apple Podcasts

In this episode, Andrew Dale interviews Josh Zweig about his career journey from a Big Four accounting firm to founding his online accounting business, LiveCA. Zweig reflects on his disillusionment with the monotonous nature of auditing in a large organization, which ultimately led him on an entrepreneurial journey and the evolution of his vision from a lifestyle business to creating a flexible work environment for others.

From Bootstrapped to VC Backed with Christopher Chan, Head of Finance, Knak

Learn how Tyler Vasselin moved into the CFO role at fast-growing Calgary tech company Showpass, where he has been instrumental in scaling the company's finance operations from its early stages to a more structured department capable of supporting rapid business growth.

Tyler's insights into navigating career transitions, the strategic building of finance functions in startups, and the effective use of technology in finance painted a comprehensive picture of the challenges and strategies that define successful financial leadership in dynamic business environments.

We kick off Season 2 with a very special guest - Float's own Head of Finance, Brendan White. In this epsiode Brendan shares his career journey, how finance teams have changed over the last 10 years, and what he learned working for hypergrowth company Ada.

Taking a company public is one of the biggest moments in a company’s existence. The CFO is a key leader in making it happen. The preparations are extensive and the process can be intense. Ryan Levenberg was the CFO of Q4 when the company went public in October 2021. It was his first time going through a public offering. In this episode, you’ll learn how Ryan and Q4 worked through the preparations, how the finance team was involved and some of the helpful investments in systems, staff and processes that Ryan made prior to the IPO. You’ll also hear Ryan’s advice on how important it is to be a part of a community of experienced professionals.


This podcast episode was produced by Quill.