Spend Culture: CFOs on People, Cash, and Organizations

By By Procurify

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Your company culture might attract talent, but your Spend Culture will make or break your company. Spend Culture Stories is the first female-hosted and produced podcast on company culture and finance, helping finance leaders learn the tactics, strategies, and processes to build a proactive Spend Culture. Learn how to pick the right tools, implement the most efficient processes, and how to develop the right people to transform the Spend Culture of your organization for the better.

Episode Date
How Future Driven CFOs Approach Crisis Management

How Future Driven CFOs Approach Crisis Management

In this episode, Adam Metzger, Managing Partner at ACM Consultants and ex-financial trader shares his unique perspective regarding what sets top leaders apart in times of crisis and black swan events, and how to leverage the downturn as an opportunity for growth.

Speakers: Adam Metzger, Managing Partner, ACM Consultants

Adam Metzger has almost 20 years of leadership experience in finance & capital markets, investment management, and business development. For the past five years, Adam has been working as a fractional CFO/advisor for startups and growth-stage companies to provide them with strategic, financial, and operational guidance.

His financial and operational expertise in this realm spans a diverse array of industries including saas, media, healthcare, and CPG. Previously, Adam held positions with leading trading institutions including Caxton Associates, Morgan Stanley Asset Management, BNP Paribas, and Loop Capital.

Adam received his B.S. from the University of California at Berkeley where he majored in Political Economy of Industrial Societies and was Captain of the NCAA Men’s Division 1 Waterpolo Team. He and his wife, Jenny, currently live in Brooklyn, NY with their five-month-old baby.

Jul 02, 2020
5 Steps for Scenario Planning in The New Normal - Debbie Rosler, Burkland & Associates

Scenario Planning for the New Normal

In this episode, Debbie Rosler, Outsourced CFO at Burkland & Associates chats with us about best practices for scenario planning, how to get started with an easy five-step approach, and the tactics to extend your runway and cash flow. 

Speakers: Debbie Rosler, On-Demand CFO, Burkland & Associates

Debbie Rosler is an on-demand CFO at Burkland & Associates. She has 20 years of experience with companies in a broad range of industries and sizes, from early-stage start-ups to Fortune 500 Companies. 

With expertise in financial planning and analysis, corporate strategy and financial modeling, Debbie has helped companies establish finance and accounting functions and identify opportunities to improve business processes. She is currently working as an Outsourced CFO  for several early-stage companies.

Jun 11, 2020
Lessons Learned from a Fully Remote Virtual CFO Firm – Jody Grunden, CEO of Summit CPA

Lessons Learned from a Fully Remote Virtual CFO Firm

In this episode, Jody Grunden, the CEO and Co-Founder of Summit CPA shares his tips on successfully working remotely as a pioneer in the virtual CFO space, and also what well-run companies do differently from a financial perspective within a crisis.

Speakers: Jody Grunden, CEO & Co-Founder, Summit CPA Group

Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. He is passionate about changing the way people think about accounting. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.

Jun 03, 2020
How Forward-Thinking Accounting Teams are Adapting In The New Normal - Ryan Lazanis

In this episode, Ryan Lazanis, the forward-thinking founder of Future Firm shares his insights as a veteran fully remote accounting firm owner on how accounting and finance teams can adapt to the changes to remote work, and how to modernize processes for the future. 

Speakers: Ryan Lazanis, CPA, CA  - Founder, Future Firm

Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm.

Following its acquisition in 2018, Ryan started Future Firm, which provides resources to firms looking to modernize and stay on the cutting edge. He has a free weekly email called Future Firm Weekly Top 5 that curates the top 5 pieces of content that firm owners need to know about each week to help modernize their firm.

May 20, 2020
For This CFO, HR is Part of the Job - Steve Watson, CFO of CFSS

In this episode, Steve Watson, the CFO of CFSS Arizona shares his insights as the wearer of two pivotal hats - the CFO and CHRO. As a healthcare CFO, Steve shares the challenges of adapting to a remote work model, and how his essential service was able to transition. Steve also shares his passion for helping others save costs related to employee benefits when he founded Trendbreakers.

May 11, 2020
How to Mitigate Risk for Your Finance Team During a Recession - Helina Patience, CEO of Entreflow
In this episode of Spend Culture Stories, Helina Patience, CEO of Entreflow joins us to talk about her experience scaling Canadian tech and manufacturing organizations. implementing best practices for finance teams, and change management during times of economic downturn. Entreflow is a boutique management and financial consulting firm with a team of 18 finance legends, HR leaders and marketing ninjas. They're a licensed public practice CPA, accounting firm, licensed recruitment agency and Growth Marketing Strategy Practice.
Apr 23, 2020
Do You Have The Right Finance Role for Your Organization?
Having the right finance leader is more critical than ever in these uncertain times. John Kasian, Director of Operations at Signature Analytics breaks down the 'who does what' in key finance leadership roles, and also gives some easy to follow tips on the best internal control practices that every venture-backed company should know.
Apr 15, 2020
How to Hire Your First Procurement Executive
In this episode, executive recruitment expert Nakita Gates shares her best practices and insights on finding the right procurement leader for your organization, and what makes a strong candidate stand out amongst the rest.
Apr 01, 2020
How to Manage a Finance Team as a Remote CFO
In this episode, seasoned remote CFO and finance executive Suzanne Shifflet of Gym Launch joins us to chat about strategies on managing spending and finance teams in a distributed workforce, and how to keep teams motivated and engaged during the shift to remote work.
Mar 18, 2020
How C-Suite Can Empower Their Procurement Heroes
In this episode, Anthony Clervi, the CEO & Managing Partner at UNA Purchasing solutions shares his thoughts on why the C-Suite needs to empower procurement as a function, and the role of group purchasing and how it affects organizational spend culture.
Mar 03, 2020
What The New Generation of CPAs Actually Care About
Anna Sun, CPA is a former auditor at PwC and now is the newest member of our finance team at Procurify. In this episode, she shares why many CPAs are flocking to startups, and why she refuses to work for a company that does not use technology to level up their finance team.
Feb 18, 2020
How High Growth Startups Can Create Your First Procurement Strategy
In this episode, John Evans, the CEO of leading procurement consulting firm Procureability discusses how high growth companies can develop the right procurement strategy to properly track spending and catch maverick spending as they grow.
Feb 04, 2020
How Procurement Can Re-invent Itself In the Workplace
In this episode, Kelly Barner from Buyer's Meeting Point chats with us on the new role of the procurement executive, and how procurement can reclaim itself as a key function in an organization. She explains the hilarious and shocking stories behind how the role of procurement is behind everything that we see.
Jan 21, 2020
Measuring The Impact of Finance Digital Transformation
Nilly Essaides, the Senior Research Director of Finance at the Hackett Group chats with us and discusses what digital transformation looks like for the finance function, how tech will impact future work and what the trends look like for 2020 and beyond.
Sep 04, 2019
WTF is The Uniform Guidance Policy?
In this episode, Veronica Cook, the Audit Senior Manager at Peterson Sullivan shares all you need to know about the Uniform Guidance in a straightforward and engaging way, and how to align your procurement procedures with the UGC.
Aug 01, 2019
How People Can Make or Break Your Spend Culture
Mason Brady is a finance and operations leader who is passionate about empowering finance leaders to act as strategic partners within an organization. In this episode, Mason shares how an inquisitive mindset can bridge departmental gaps, and why people are the key to building a better spend culture.
Jul 12, 2019
Going Public as a Late Stage SaaS Startup
In this episode, Barry Jahansetan, serial CFO for late-stage SaaS startups, shares his learnings for what a SaaS startup needs to know before going public, including the top KPIs to take note of, when to implement technological tools, and how to scale your finance leadership team to get IPO ready.
Jul 02, 2019
From Seed to Series B: How Startups Should Build a Finance Function
In this episode, Jim Gellas, VP Finance and CFO for hire at Kruze Consulting shares the biggest challenges and growing pains startups face when building their finance function. Jim shares the biggest red flags to look for, what investors care about, and how to prepare your people, processes and systems for success, to scale with your organization.
Jun 24, 2019
How This CEO is Changing Banking and Personal Finance with AI
In this episode, Jake Tyler, the CEO of Finn.ai, talks conversational banking, scaling a business effectively with spend culture, and balancing growth perspectives while also being financially responsible.
Jun 05, 2019
How to Take Your Cannabis Business Public
In this episode, Sabas Carillo, the CEO of Adnant Consulting shares his insights with Aoife Kelly on KPIs to track and what to look out for when going public in cannabis, and how Spend Culture in cannabis will evolve.
May 22, 2019
How to Land Your First CFO Role
In this episode, Lisa Rangel, executive resume writer, job search expert, and executive recruiter extraordinaire shares the secrets behind a well-written resume for a C-level finance hire, as well as key considerations to ace your interview as a new CFO.
May 14, 2019
A Cannabis CEO Shares How to Build a Profitable Cannabis Business
In this episode, Steve Gormley, the President and CEO of International Cannabrands, Inc. shares his perspective on running a profitable cannabis business, considerations on taking a cannabis business public, and the KPIs investors look for.
May 07, 2019
What Cannabis CFOs Need to Know About Bill 280E [CANNABIZ SPECIAL]
Bruce Joliff, cannabis CPA and CFO for hire, shares his insights to establishing internal controls and compliance requirements for tax bill 280E for cannabis CFOs.
Apr 26, 2019
What Technological Tools Do Cannabis Business Owners Use? [CANNABIZ SPECIAL]
Scott Berdell, the CEO of cannabis business Stryps and former dispensary CFO shares his views on software and technological tools that cannabis business owners use, and his learnings on operating a successful business.
Apr 22, 2019
Cash Flow Lessons Learned from a Cannabis Dispensary Owner [CANNABIZ SPECIAL]
In this episode, Chris Cody, CEO of Highly Functioning LLC and former cannabis dispensary owner shares his insights on how to manage cash flow and the mistakes cannabis small businesses make when it comes to operations.
Apr 10, 2019
What Cannabis Businesses Need to Know About Best Accounting Practices [CANNABIZ SPECIAL]
In this episode, chartered professional accountant Andrew Hunzicker, the founder of Dope CFO shares his insights on what cannabis business owners get wrong about accounting, and how to properly set your books up for success in the fast-growing cannabis industry.
Apr 03, 2019
The New Role and Challenges of the Healthcare CFO - Perry Wiggins
In this episode, Perry Wiggins, the CFO of APQC discusses the changing face of the healthcare industry, and the new role and challenges of the CFO. Perry also shares his insights on adopting an unrestricted Spend Culture built on trust and accountability.
Mar 28, 2019
How to Align Spend Culture With Your Company Culture
In this episode, Jon Brodsky, the Country Manager of Finder.com shares his insights on understanding the why behind company spending, how to manage multi-locational teams, and how to align your culture with company spend processes.
Mar 20, 2019
Why a Deloitte Accountant Made the Switch From Big Four to Tech Startups
Brittany Nasso is a Financial Controller at Voices.com. Before Voices.com, she worked with Deloitte as a Chartered Accountant before moving into the world of tech. In this episode, Brittany shares how to drive change and efficient processes that are positive on the bottom line, and also how she made the switch from big four accounting to leading finance teams in fast-growing companies.
Mar 13, 2019
The President of Procurious Shares How to Advance Your Career In Procurement
Tania Seary is the president and founder of Procurious, the world’s first online community dedicated to procurement and supply chain professionals, which now has 60,000+ followers and members in 140 countries. In this episode, Tania shares how to create a fulfilling career in procurement, embracing diversity, and what the next generation of procurement professionals need to know.
Mar 06, 2019
Former Director of P2P At Coca-Cola Shares How to Track Company Spending
Lilia Stoyanov is the CEO of Transformify.com, a recruitment platform. Prior to founding Transformify, Lilia led a team at Coca Cola, where she implemented digital transformation processes in P2P. In this episode, Lilia shares mistakes companies face when it comes to tracking company spending in the procure-to-pay cycle, and how to evaluate the best P2P Solution.
Feb 27, 2019
A Museum CFO Shares The Hidden Costs Behind a Jackson Pollock Painting
Kate Motonaga, CPE, is the current COO/CFO of Los Angeles’ Museum of Contemporary Art. Prior to joining MoCA, Kate led finance teams in billion dollar companies in steel, mining, and CPG. In this episode, Kate shares the secrets of the finances within the world of world-class museums, such as the hidden costs behind Jack Pollock paintings, and being a female CFO in a male-dominated function.
Feb 21, 2019
The Tech Stack of a CFO - Why ERPs and "One Size Fits All" Solutions Are Dying
CFO. Finance Consultant. Digital Evangelist. Regional Director of the CFO Centre. Paul Riegel, CPA, CGA is the Regional Director at the CFO Centre, a firm that provides the skills and experience of large company CFOs to small & medium sized enterprises on a part-time basis. In this episode, Paul shares the red flags to look for when it comes to poor spend management, and the tech stack recommended for CFOs to cultivate a healthy Spend Culture.
Feb 13, 2019
UCLA Law CFO Shares How To Get Promoted from an Accounting Assistant to a CFO
Steve currently serves as the CFO and Assistant Dean at UCLA School of Law where he has worked for the past 21 years. Steve oversees the $90 million budget and 200+ staff at UCLA Law. Learn about Steve’s roots starting out as an assistant accountant, the secret tools to “level up” your game as a finance leader, and what it takes to be the CFO of a world-renowned law school.
Feb 05, 2019
IBM's Head of Digital Procurement Shares Why Your Tech Stack Shouldn't Inform Your Strategy
Digital transformation officer. IBM Executive. Procurement strategist. Hans Casteels is the Head of Digital Procurement at IBM, and has over 25 years of professional experience working within and with Fortune 150 or start-up companies. Opinionated, passionate and experienced, learn what Hans thinks of the future of procurement and why automation is a tool, not a goal.
Feb 05, 2019
A COO/CFO's Advice on Scaling Your Nonprofit's Purchasing Process - Rob DiBacco(NEW 2019!!)
Serial traveller. The “problem fixer”. Generalist. Constant Learner. Rob Dibacco is the COO/CFO of The Arizona Charter School Association. Learn how Rob manages the financial operations of a non-profit organization, how to implement a purchasing process for educational institutions, and how to scale spend management sustainably.
Jan 09, 2019
Why This CFO Entrusts Every Employee With Their Own Credit Card - Lindsey Head
Lindsey Head is the CFO of J Public Relations - and she has figured out her way to financially manage an efficient and lean PR agency. Rather than asserting controls or pushing a budget onto the operations itself, Lindsey truly believes that giving her employees the power to make decisions from the bottom up is the culture she wants to promote as a CFO - a proactive spend culture.
Dec 18, 2017
What Jack Welch Taught This CFO About Leadership - Michael Dinkins
In the seventies and eighties, GE was the training grounds for overachievers who would go on to head other companies and challenge the status quo. It was Jack Welch who famously said, “I’m desperate to get myself people who are smarter than me…I’m desperately trying to get people with energy. I call them the 4 E’s: Energy, ability to energize people, to execute, get it done, and have edge. And I want passion. I want them to care more.” Welch had the uncanny ability to identify high performers and groom and cultivate them into future leaders. One of these leaders is Michael Dinkins — our guest today, who also happens to be one of the most visible faces in the community of Corporate Finance.
Nov 30, 2017
What This VP Finance Says About Breaking Workplace Silos - Peter Gebert
Peter Gebert is an unusual Finance leader. Right from his beginnings as an accountant working at mining sites in the Arctic Circle, to his astonishing successes leading Finance departments for billion-dollar tech and biotech companies in the Valley, Peter has shown a healthy contempt for workplace silos. His career as a leader in Finance is replete with examples of breaking out of the confines of spreadsheets and financial reports, and actually working side-by-side with every department in the company to steer companies into new and path-breaking directions.
Nov 11, 2017