The GrowCFO Show is the podcast produced for finance leaders by finance leaders
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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick
42:36
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42:36"In a blended family, fairness and mutual understanding are key, especially when navigating the complexities of prenuptial and postnuptial agreements.” -Donna Kendrick Navigating love after loss or divorce comes with a host of emotional and financial complexities, especially when blending families. Our hosts, Stephanie McCullough and Kevin Gaines, …
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#231 Outgrowing Xero: When It’s Time to Level Up Your Finance Systems with Darren Cran, CEO, AccountsIQ
35:00
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35:00#231 Outgrowing Xero: When It’s Time to Level Up Your Finance Systems with Darren Cran https://open.spotify.com/episode/2u9wa8kz26D64O7Fc5NpMF In the rapidly evolving landscape of financial technology, businesses face critical decisions about scaling their accounting systems. Choosing the right financial management platform can make the difference …
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#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven, CFO, Vio.com
25:35
25:35
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25:35#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven https://open.spotify.com/episode/4bbVHlHNa80oANEpgOdOZc In the dynamic world of corporate leadership, the journey of a first-time CFO represents a critical inflection point for emerging financial executives. Building a lasting legacy requires a strategic approach that combines t…
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#229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu, Global CFO, Testhouse
29:34
29:34
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29:34#229 The Finance Playbook: What Robotics Startups Can Teach About Operational Agility with Maria Ghibu https://open.spotify.com/episode/2BrVUEFhCiaYZSTsz10XvO The finance landscape is undergoing a transformative revolution, driven by technological innovation and unprecedented operational challenges. Operational agility has emerged as a critical str…
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110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall
54:01
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54:01Our hosts Stephanie McCullough and Kevin Gaines sit down with Steve and Jill Marshall of Silver Path Consulting to discuss all things future care, from housing, to finance, to family support. Jill and Steve lament the current lack of societal preparedness for a growing senior population, often referred to as a “silver tsunami” that’s growing bigger…
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#228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey, GrowCFO Mentor
32:08
32:08
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32:08#228 The Confidence Code: Secrets to Owning Every Room with Susana Serrano Davey https://open.spotify.com/episode/393rj0qXYpByeuWWjgoC5i Confidence is a critical yet often misunderstood element of professional success. In today’s competitive business landscape, understanding the nuanced dynamics of self-assurance can be the difference between break…
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#227 How to Choose the Right Tech Stack Without Wasting Money with Tim Cadbury, CFO, InfiniteCFO
30:07
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30:07#227 How to Choose the Right Tech Stack Without Wasting Money with Tim Cadbury https://open.spotify.com/episode/4mVO2Gtl2Vx5bQmDNuWfTi In today’s rapidly evolving business landscape, selecting the right technology stack is critical for organizational success and financial efficiency. The strategic selection of technological tools can make or break …
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109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning
46:41
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46:41Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life? Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from fellow Financial Planner at Sof…
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#226 AI, Accounting & The Modern CFO with Francesco Zappala, CFO, South America, Impresa Pizzerotti
44:59
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44:59#226 AI, Accounting & The Modern CFO with Francesco Zappala https://open.spotify.com/episode/0tFFZr6v55eoOv3NmRmYYC In the rapidly evolving landscape of corporate finance, artificial intelligence (AI) stands as a transformative force reshaping the role of modern financial leadership. The integration of AI technologies presents unprecedented opportu…
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#225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy, Co-founder & CEO, Upflow
38:09
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38:09#225 The Future of B2B Payments: AI, Automation & Financial Innovation with Alex Louisy https://open.spotify.com/episode/3qy4Q5X2ZRjyzBfqhOA2Dl The B2B payments ecosystem represents a critical financial infrastructure that fundamentally determines an organization’s economic health and operational agility. In an increasingly digital and interconnect…
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108: Retire on Your Own Terms – Or Don’t! (rerun)
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18:40There is no one right way to retire. Even if you don’t do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don’t. In this episode, we’re Taking Back Retirement by redefining the old image and definition of this phase of life. Our hosts Stephanie McCullough and Kevin …
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#224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra, GrowCFO Facilitator
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34:45#224 The Future of Finance: How Power BI and AI Are Redefining the CFO Role with Rishi Sapra https://open.spotify.com/episode/6sIeKqInI1Ur549AprBRnw Rishi Sapra, a GrowCFO Facilitator and Microsoft Most Valuable Professional (MVP), brings a wealth of experience from top-tier financial institutions to demystify the power of business intelligence tec…
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#223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic, CEO and Business Strategy Consultant, Make Business Flow
27:21
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27:21#223 Streamlining Success: The Key to Sustainable Growth with Karina Rasic https://open.spotify.com/episode/7aOwo254gene5On21geffe Karina Rasic, CEO and Business Strategy Consultant at Make Business Flow, shares her insights on the challenges and strategies for helping female-led companies succeed in fundraising. Accessing capital is a critical iss…
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107: Exploring the Psychology of Retirement with Dr. Meir Statman
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56:37“It's nice to get millions when you're 65, but wouldn't it be better if you gave [your children], say, 10s of 1000s when they are in their 20s and 30s?” -Meir Statman Our hosts, Stephanie McCullough and Kevin Gaines, are joined by world-renowned behavioral finance expert Dr. Meir Statman to explore the intricate dance between human behavior and fin…
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#222 Master the Art of Financial Product Design with Siqi Chen, Founder and CFO, Runway
43:24
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43:24#222 Master the Art of Financial Product Design with Siqi Chen https://open.spotify.com/episode/019MLgaVF4N7jNvm2Ek910 Mastering the art of financial product design is a crucial skill for finance professionals in today’s rapidly evolving business landscape. In this insightful podcast episode, Kevin sits down with Siqi Chen, the Founder and CFO of R…
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#221 The Ultimate Guide to Cost-Smart Property Management with Scot Ginsburg, Executive Managing Director, Hughes Marino
33:22
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33:22#221 The Ultimate Guide to Cost-Smart Property Management with Scot Ginsburghttps://open.spotify.com/episode/31KM37M8HM8JHmbZPtm203Property management is a critical aspect of business operations, with real estate often representing one of the largest fixed costs for organizations. In this podcast episode, Scot Ginsburg, Executive Managing Director …
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106: What Women Need to Know About Bitcoin with Marianne Borneman
59:03
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59:03Picture a world where your money isn't controlled by any government, but rather exists in the form of digital code. That's the idea behind Bitcoin and cryptocurrency, where freedom meets cryptography, and transactions are recorded transparently on a blockchain. But we get it–to those looking to add cryptocurrency to their portfolio, the subject of …
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# 220 Financial Modelling Done Right: Expert Tips with Danielle Stein Fairhurst, GrowCFO Mentor
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25:09# 220 Financial Modelling Done Right: Expert Tips with Danielle Stein Fairhursthttps://open.spotify.com/episode/6sSbm92dhd0BaEzD91LJPpFinancial modelling is a critical skill for finance professionals, enabling them to analyze data, forecast scenarios, and make informed business decisions. In this podcast episode, Danielle Stein Fairhurst, a renowne…
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# 219 Celebrating 5 Years of Driving Change for Finance Leaders with Dan Wells, Founder & CEO
33:06
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33:06# 219 Celebrating 5 Years of Driving Change for Finance Leaders with Dan Wellshttps://open.spotify.com/episode/1mgQkjEkaaBVBghRye7nhDCelebrating its 5th anniversary, the GrowCFO podcast takes a deep dive into the remarkable journey of the finance community platform. Led by founder and CEO Dan Wells, this special episode reflects on the evolution of…
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#218 Soft Skills Every Financial Leader Needs with Melanie Coeshott, GrowCFO Mentor
29:12
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29:12#218 Soft Skills Every Financial Leader Needs with Melanie Coeshotthttps://open.spotify.com/episode/65A52E2nhXg7T5L4SPV1Q1As the business landscape becomes increasingly complex, the ability to effectively communicate, manage people, and navigate interpersonal dynamics has become just as essential as technical financial expertise. Melanie Coeshott, …
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#217 The Blueprint for a High-Performing Finance Team with Damian Smith, GrowCFO Mentor
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34:41#217 The Blueprint for a High-Performing Finance Team with Damian Smithhttps://open.spotify.com/episode/4bLrSTnZuprXVZcK4eSF4sDamian Smith, a GrowCFO Mentor, joins the Grow CFO Show to discuss the blueprint for building a high-performing finance team. In today's dynamic business landscape, the need for finance teams to operate at peak efficiency ha…
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105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury
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46:32“It really does cost us in terms of our ability to learn about money, embrace failure, the mistakes that we made and we learn from them, to actually get closer to the people in our lives, whether that is our adult children, whether that's a partner, whether that's a friend. So there's a lot of ways in which money silence kind of keeps us locked up …
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#216 Navigating People and HR Challenges as a CFO with Gwenevere Crary, Founder and CEO, Guide to HR
35:54
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35:54#216 Navigating People and HR Challenges as a CFO with Gwenevere Craryhttps://open.spotify.com/episode/31IPiTQcj3yVhQ2IvJnXVXAs businesses grow, the people and HR challenges they face become increasingly complex. Founders and finance leaders often find themselves responsible for managing HR-related tasks, even without formal training or expertise i…
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#215 Your Guide to Adopting US GAAP Standards with Katrina Nacci, Cross-Border Accounting Advisor, KN CPA
34:51
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34:51#215 Your Guide to Adopting US GAAP Standards with Katrina Naccihttps://open.spotify.com/episode/2QAyBEewKZYCwqzkK2mKC2As global markets become increasingly interconnected, the need for European companies to align their accounting practices with US GAAP standards has become paramount. Navigating the complexities of cross-border accounting can be a …
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#214 How to Launch a Successful Fractional CFO Practice with Kat Wellum-Kent, Founder/CEO, Fractional Finance
29:24
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29:24#214 How to Launch a Successful Fractional CFO Practice with Kat Wellum-Kenthttps://open.spotify.com/show/7yTcgGvYdcXPxz2HbvgB2HFractional CFO services are becoming increasingly valuable as businesses seek strategic financial guidance to support their growth. In this episode of the Grow CFO Show, host Kevin Appleby sits down with Kat Wellum-Kent, t…
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104: How to Invest When the World Feels Dangerous
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33:12Volatility and recession and crashes! Oh, my! Today, our hosts Stephanie McCullough and Kevin Gaines give their best strategies for successful investing when the world’s feeling dangerous. They kick things off with some pointers on riding out market ups and downs. It all comes down to sticking to a long-term investment plan, no matter what’s happen…
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#213 C-Suite as a Service: Redefining Leadership in the Digital Age with Sara Daw, CEO, The CFO Centre Group
34:47
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34:47#213 C-Suite as a Service: Redefining Leadership in the Digital Age with Sara Dawhttps://open.spotify.com/episode/30bHNDcIm7hfbOG1PFJr8mThe fractional C-suite model is transforming the way organizations access and leverage top-level talent. As businesses navigate the complexities of the digital landscape, the need for agile, specialized leadership …
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#212 Proactive Planning for CFOs: The CFO’s Role in Disaster Recovery with Wade Miller, Founder, OneRallyPoint
24:42
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24:42#212 Proactive Planning for CFOs: The CFO's Role in Disaster Recovery with Wade Millerhttps://open.spotify.com/episode/1ZB7kSmsx3bxgecNwlea03The CFO's role in Disaster Recovery is a critical aspect of risk management for organizations of all sizes. As the financial steward of the company, the CFO is responsible for ensuring the organization's finan…
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103: Essential Internal Money Healing with Meghan Dwyer
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46:59Our hosts Stephanie McCullough and Kevin Gaines discuss the emotional side of money management with Meghan Dwyer, a Certified Financial Planner and the host of the "Money Isn't Scary" Podcast. Meghan's vision-mission is all about challenging societal norms and empowering women to take charge of their finances with confidence. She helps us uncover t…
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#211 Power Moves: CFO Strategies for the Modern World with Justin Smith, CFO, FinQuery
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33:37#211 Power Moves: CFO Strategies for the Modern World with Justin Smithhttps://open.spotify.com/episode/1pWwzUs6hkgmIypL7iATHQThe role of the Chief Financial Officer (CFO) has evolved significantly in recent years, moving beyond the traditional focus on balance sheets and financial reporting. In this podcast episode, Justin Smith, the CFO of FinQue…
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#210 Gen Z in Finance: Why Onboarding and Development Programs Must Evolve to Retain Top Talent with Marlo Lyons, C-Suite Coach and HR Business Partner
29:50
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29:50#210 Gen Z in Finance: Why Onboarding and Development Programs Must Evolve to Retain Top Talent with Marlo Lyonshttps://open.spotify.com/episode/55t2MygtVV9SBM2StJ2bTeAs the workforce continues to evolve, the emergence of Generation Z (Gen Z) has brought about a significant shift in the expectations and priorities of young professionals. In the fin…
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102: What Women Need to Know about Avoiding IRA Nightmare Stories with Denise Appleby
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56:02“Prevention is better than cure. Don't feel overwhelmed by all this. Would you remove your own kidney? You would go to a professional to get it done.” -Denise Appleby Renowned IRA and retirement plans expert Denise Appleby joins our hosts Stephanie McCullough and Kevin Gaines for a crucial conversation on managing your retirement accounts effective…
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#209 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knecht, President Universal Accounting & Podcast Host “Building the Premier Accounting Firm”
41:42
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41:42#209 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knechthttps://open.spotify.com/episode/2k4TLteEXRIcFInGhqfaJXAs the accounting profession navigates the shifting landscape of compliance-driven services and the growing demand for strategic advisory, the need for upskilling has become paramount. Roger Knecht, the P…
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#208 Preventing ERP Project Failures: The Critical Role of Digital Adoption Platforms with Krishna Dunthoori, Founder and CEO, Apty
39:57
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39:57#208 Preventing ERP Project Failures: The Critical Role of Digital Adoption Platforms with Krishna Dunthoorihttps://open.spotify.com/episode/24N3pSvN3DJjXBCCQ3r4aOEnterprise Resource Planning (ERP) systems are mission-critical investments for large organizations, yet studies show that over 50% of ERP implementations fail to deliver the expected ben…
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101: What Women Need to Know (and Do) About Estate Planning with Your Friend the Lawyer, Pam Starsia
49:44
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49:44Our hosts Stephanie McCullough and Kevin Gaines sit down with Pam Starsia, who swapped her corporate lawyer gig for the world of estate planning, and now runs a firm alongside her husband. Once a pro in high-stakes mergers and acquisitions, Pam’s now all about creating personalized, relationship-focused estate plans. Listen in as she takes us throu…
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#207 Authentic Personal Branding: Empowering Finance Professionals to Lead with Confidence with Susana Serrano-Davey, GrowCFO Mentor
33:18
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33:18#207 Authentic Personal Branding: Empowering Finance Professionals to Lead with Confidence with Susana Serrano-Daveyhttps://open.spotify.com/episode/3INMaL2iT2ikuMnrnGMXbYCultivating a strong personal brand is essential for finance leaders seeking to maximize their impact and fulfilment in the workplace. In this insightful discussion, GrowCFO Mento…
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#206 Designing a Happier Career in Finance: Unlocking Your Superpowers with Lucia Knight, Midlife Career Design Consultant & Co-Creator, The Fierce Emporium
33:55
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33:55#206 Designing a Happier Career in Finance: Unlocking Your Superpowers with Lucia Knighthttps://open.spotify.com/episode/5tlIj233qNruLyGk2rUbZADesigning a happier, more fulfilling career is a critical concern for finance professionals navigating the challenges of linear career paths and feeling stuck in mid-level roles. In this episode, Lucia Knigh…
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#205 Amplify your personal and social impact with Catherine Marks, GrowCFO Mentor and Alice Clementi, Co-Founder, Charterpath
31:51
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31:51#205 Amplify your personal and social impact with Catherine Marks and Alice Clementihttps://open.spotify.com/episode/2NTyMBWk0soOQsDm1yYhYgAmplifying personal and social impact is a crucial aspect of effective leadership in today's business landscape. In this episode of The GrowCFO Show, host Kevin Appleby delves into this topic with two esteemed g…
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100: What GenX Women Need to Know About Retirement
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34:53“We’re nothing if not resourceful. That’s our generation’s superpower.” -Kevin In celebration of the 100th episode of Take Back Retirement, our hosts Stephanie and Kevin Gaines reflect on the defining characteristics of their very own generation–Gen X–and key lessons that women in this age bracket can put into practice today in preparing for retire…
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#204 Powering the Future: Finance’s Role in the Energy Transition with Nicolas Payen, Former CEO, Positive Energy Ltd
41:11
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41:11#204 Powering the Future: Finance’s Role in the Energy Transition with Nicolas Payenhttps://open.spotify.com/episode/3mVyLN3O1EEfDpiyFMm8UQIn this episode of the Grow CFO Show, host Kevin Appleby welcomes Nicolas Payen, the former CEO of Positive Energy Ltd, a climate FinTech company focused on renewable energy project financing. Payen brings a wea…
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#203 Counting More Than Cash: Can CFOs Handle Human Value? with Arjan Udding, Director at Impact Institute and Werner Schouten, Director, Impact Economy Foundation
43:25
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43:25#203 Counting More Than Cash: Can CFOs Handle Human Value? with Arjan Udding and Werner Schouten https://open.spotify.com/episode/4XDwgSdG36iRyx8uhedCK4In this episode of the GrowCFO Show, host Kevin Appleby engages in a thought-provoking discussion with Arjan Udding, Director Impact Institute, and Werner Schouten, Director Impact Economy Foundatio…
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99: The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons
45:23
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45:23“Suddenly you've got to create the content of your life, and that's a completely new enterprise for most people we work with, and it's scary until you can get your hands in the clay and feel confident about having a process.” -Elizabeth Parsons How do you deal with the massive shift that comes with stepping away from a high-powered career and into …
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#202 How Does Corporate Legal Finance Work with Jordan Licht, CFO, Burford Capital
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29:42#202 How Does Corporate Legal Finance Work? with Jordan Lichthttps://open.spotify.com/episode/7gxFduDodLzWwcUMKr0rpV?si=nKOiLbeOT1m-TXDZ1wf7XwIn this episode of the Grow CFO Show, host Kevin Appleby sits down with Jordan Licht, the CFO of Burford Capital, to discuss the fascinating world of legal fundraising and litigation finance.Jordan Licht's ca…
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#201 What Does a Best in Class Finance Team Look Like? with Sharon Barber-Lui, US CFO, Teva Pharmaceuticals
33:08
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33:08#201 What Does a Best in Class Finance Team Look Like? with Sharon Barber-Lui, US CFO, Teva Pharmaceuticalshttps://open.spotify.com/episode/0VINqaQdff5glvnpFNcKm4In this episode, we have the privilege of diving deep into the remarkable career journey of Sharon Barber-Lui, the US Chief Financial Officer of Teva Pharmaceuticals. Sharon's path from he…
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98: Conquering Internalized Ageism and Living Your Best Life after 65 with Ande Lyons
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47:41“Age is just another journey that we need to learn to love and embrace, and see as the gift it is!” Our hosts Stephanie McCullough and Kevin Gaines are joined by Ande Lyons, host of the Don't Be Caged by Your Age podcast. She’s redefining what it means to thrive after 65, and teaches us how to combat ageism at every level—whether it's institutional…
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#200 The Profit-Boosting Power of Experiential Learning with Dan Wells, Founder & CEO, GrowCFO
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29:06#200 The Profit-Boosting Power of Experiential Learning with Dan Wellshttps://open.spotify.com/episode/3ruJsTVOQGKn5VoiNSXXM4In this landmark 200th episode of The GrowCFO Show, hosts Kevin Appleby and Dan Wells celebrate a remarkable journey that began in August 2020. Over the years, the podcast has grown into a key resource for finance professiona…
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#199 How Do You Become CFO Ready? with Andrew Waters, Co-Founder, Zanda
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35:00#199 How Do You Become CFO Ready? with Andrew Watershttps://open.spotify.com/episode/1VgwKOgwM8Nf6gh90BXo6zIn this insightful episode, Kevin Appleby sits down with Andrew Waters, the esteemed co-founder of Zanda, to delve into the dynamic evolution of the Chief Financial Officer's role over the past four years. As businesses navigate a post-lockdow…
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“Most pre-retirees and retirees need and want help with the critical retirement decisions they face, but they’re not always certain where to find it.” Is your retirement plan only scratching the surface? Our hosts Stephanie McCullough and Kevin Gaines uncover the common pitfalls that have kept retirees unprepared for the realities of their post-wor…
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#198 How to Communicate with Confidence with Susana Serrano-Davey, GrowCFO Mentor
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43:04#198 How to Communicate with Confidence with Susana Serrano-Daveyhttps://open.spotify.com/episode/7cr1nXHLEdnbZ08i4oExuQKevin Appleby and Susana Serrano-Davey, GrowCFO Mentor, dive deep into the topic of communicating with confidence in this insightful episode. Susana, who is writing a book on confidence, shares her own experiences of overcoming ne…
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#197 Data Challenges Facing The Finance Function with with Adam Rakich, Author “The Business User’s Guide to Data Integration”
32:19
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32:19#197 Data Challenges Facing The Finance Function with Adam Rakichhttps://open.spotify.com/episode/0MX8X2ihqTsMURRfQPBBiSAdam Rakich, the esteemed author of "The Business User’s Guide to Data Integration," joins us for a deep dive into the pressing issues surrounding data integration in the finance sector.Adam is Senior Director, Strategic Alliances…
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