The Role Forward: A Strategic Finance Podcast
The Role Forward: A Strategic Finance Podcast
Episodes
Episodes of The Role Forward
Mark All
In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his
In the latest episode of The Role Forward podcast, host Joe Michalowski sits down with Kristian Marquez, founder of FinStrat Management. Kristian shares his diverse journey in the finance sector, highlighting his experiences from being part of
In the latest episode of The Role Forward, Joe Michalowski welcomes Todd Spartz, the CFO at LinkLive. Todd dives deep into his rich background in the tech world. From semiconductor equipment manufacturing to networking, and from web analytics t
In this episode of The Role Forward, Joe and Scot dive into the world of fractional CFO services and the transition to in-house teams. They discuss the inflection points where companies outgrow fractional CFO services and the economic factors t
In this episode of The Role Forward, Joe Michalowski hosts Zack McCarty, Director of FP&A at Qwick. McCarty shares insights on the importance of collaborative planning and stakeholder buy-in in the food and beverage industry. He emphasizes the
In this episode of The Role Forward, Joe Michalowski hosts a deep dive into strategic finance with Bijan Moallemi and Joe Garafalo, co-founders of Mosaic. The trio unpacks the evolving landscape of business and the increasing complexity that de
In this episode of The Role Forward, Joe Michalowski hosts a deep dive into the world of venture funding. The guests — Joe Garafalo, Marissa Moore, and Eugene Lee — share their insights and experiences. The conversation revolves around the impo
In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron
In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron
In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron
In this episode of The Role Forward, Joe Michalowski hosts Brian Campbell, the co-founder at Mosaic. The two delve deep into the world of strategic finance, discussing the challenges and solutions of handling high-volume data.Brian shares his e
In this episode, our host Joe Michalowski speaks with Jervis Williams, the CFO of Second Front Systems. Jervis shares his experiences and lessons learned from his journey as a finance professional, particularly during his first 90 days as Secon
Many of today's most innovative companies rely on debt capital to reach their full potential, and debt capital can be the difference between hypergrowth and stagnation.But capital providers and borrowers are stuck with legacy systems, which mea
In times when a growth-at-all-costs mentality, companies funneled as much money as possible into customer acquisition. Retention was always important, but not the primary focus.But now, as companies get more cautious with their capital, there's
Ad hoc analysis is a type of analysis that is performed on an as-needed basis without a predefined plan or structure. Ad hoc analysis is often used when there is a need to investigate a particular issue or answer a specific question, and it can
Episode SummaryNo matter your industry, clean data results in well-informed decisions. By keeping your data clean and accurate, you save time from searching for answers and reconciliations and can spend more time diving into the “why” behind yo
Investors provide vital funds so that companies can achieve their next level of growth, whether it’s making the next important version of a product or a key hire that will unlock the company’s potential even further. But in a time of economic u
Episode SummaryNetSuite implementation is a large, challenging project, as it includes many different phases and complex steps. But an experienced implementation partner can make all the difference. In this episode of The Role Forward podcast,
The finance team is essential for any business — especially as the company grows. And while in recent years the role of the finance team has evolved from a stereotypical back-office scorekeeping function toward a forward-thinking strategic part
There's something special about a career in finance. Because you sit at the intersection of all data in the organization and collaborate with so many different functions, your job in finance can become the perfect stepping stone to a wide varie
Times are tough right now. World events have affected the macro environment, and a market downturn looms on the horizon as the Federal Reserve Board raises interest rates and the CPI continues to go up each month. Companies have to be extra car
Finance can be a strategic partner and growth catalyst for department and executive leaders. But many organizations still see finance teams as a back-office department, simply delivering financial reports. If companies really want sustainable g
Forecasting is essential for every team, and it involves tracking key performance indicators and financial metrics to measure each team's success. But many people don’t discuss best practices, especially when you begin to add headcount into the
No one denies Excel’s contribution to the business world and how it took operations to the next level. However, it’s time to admit that there are use cases that have outgrown spreadsheets and can make the lives of finance professionals easier.
Technology is always evolving, and over the last few years we’ve seen rapid advancement of third-gen tools. But these third-gen tools are still evolving. In this episode of The Role Forward, our host Joe Michalowski welcomes Paul Barnhurst, the
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