CFO Bookshelf

Kary Oberbrunner, an entrepreneur, CEO, public speaker, and author of 'You Are an IP Company', discusses the importance of intellectual property in today's world. He draws parallels between individuals and Taylor Swift's trademark strategies. The conversation dives into innovative IP solutions like blockchain and the emotional toll of protecting creative ideas. Kary emphasizes the necessity of education in IP, the value of being first in the marketplace, and how businesses can evolve as essential IP companies in the digital age.

We have read many stories about the magical growth of Starbucks. However, did you know that one of its first presidents had a background in furniture sales and did not hold a college degree?Our guest is the author of It's Not About the Coffee, and Howard Behar saw store units grow from a small handful to more than 15,000 during his two stints as one of its presidents.In this conversation, we'll learn why Mark's favorite line is, "If you grow people, the people grow the business. That’s it. That’s the number-one priority." Howard discusses the Monday night meetings, dealing with crises, and why he had to stop wearing his feelings on his sleeve.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

As my consulting practice started taking off about twenty years ago, I started reading everything I could by Fred Nickols, who blogged regularly for the software vendor, SmartDraw.Fred's articles were short, to the point, and always included a simple visual framework that was easy to comprehend. I ultimately read every post on that blog.Fred is a long-time consultant who calls himself a solutions engineer. In this conversation, we talk about his favorite frameworks and the origins of those mental models.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

We live in a small business world where the Chief Fractional Officer is becoming indispensable.Before even considering hiring the Fractional Sales Manager, the Fractional Marketing Officer, or even the Fractional CFO, I'd start one hundred percent of the time with the Fractional Chief People Officer.Susannah Robinson has worked in big-company HR for more than twenty years. Now, as the head of a fractional people agency called Partnership for Talent, she has written a simple and pragmatic guide on organizational design for small businesses. In this conversation, we discuss her new book, Beyond the Boxes and Lines.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

I'm betting that over half the CFO Bookshelf listenership participate in an NCAA tournament basketball pool at the office. Accordingly, I thought I'd share a story from a basketball legend I don't think I've ever heard retold from a leadership expert during a speaking event.I end this special episode on my three favorite basketball movies. What are yours?

Before I start reading a book on Warren Buffett, and there are many, I want to know if this book has been written before—the ones where the narratives essentially state the same thing about Buffett's investing style.In the case of Brett Gardner's new book on Buffett, he checks all the boxes of a fascinating investment book. It's informative, inspiring, and even entertaining. More importantly, the book Buffett's Early Investments is not a rehash of Buffett material you've read before.Instead, Brett takes us on a journey involving several of Buffett's early stock acquisitions, how they shaped and molded his later investment style, and how these deals inspired the Berkshire Hathaway business model as we know it today.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

When I first experienced the Cynefin Framework in an HBR article many years ago, I never tried to adapt it to my work until I interviewed Bryce Hoffman, author of American Icon and Red Teaming, a few years ago. While Bryce made the Cynefin Framework seem more understandable and accessible, Kevin Eikenberry has gone further to show leaders how to act when surrounded by varying problems they are trying to navigate with this sensemaking framework.Kevin has written nearly 20 books, and his newest title is Flexible Leadership which includes a better approach to holistic thinking, the Cynefin Framework and the use of flexors.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

CFO Bookshelf had never heard of Ivar Kreuger until the former Managing Director of CFO.com suggested we discuss the book, The Match King.Andy Burt joins Mark Gandy to explain why Ivar Kreuger is a financial mastermind worthy of studying and what led to his downfall.At one time, Kreuger was worth billions in today's dollars, but his empire, built on a house of debt, could not withstand the Great Depression or a subsequent audit when he tried to raise cash by liquidating a key asset.A story made for Hollywood reveals what drove Kreuger and why U.S. securities laws were created after his downfall.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

I recently came across a book that's been out for over 10 years by an exceptional and tenacious researcher and an engaging writer, Lodewijk Petram. His book, The World's First Stock Exchange, might be the first to explore how early investors first bought and traded shares of the VOC of this next stock exchange.The founding of the Dutch East India Company (VOC) in 1602 marked the beginning of Amsterdam’s rise from a modest market town to a global financial powerhouse. The Company’s introduction of easily transferable shares quickly led to active trading, with investors exchanging them within days. Before long, the public was engaging in complex financial maneuvers—ranging from forwards and futures to options and bear raids. By 1680, the Amsterdam market had developed techniques as advanced as those used in modern finance, topics we explore in this conversation with Lodewijk.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify

When I think of the CFO's role, a few questions emerge: What will we invest in and reinvest in? How will we finance those investments? What about risk management? And what is the role of corporate governance in these activities?Not only does Don Chew answer those questions in his new book, but he also gives a name to all of his answers - corporate finance.In this conversation, Don Chew explains why he wrote The Making of Modern Corporate Finance and how it's different from old-fashioned corporate finance.Don's book offers insights, inspiration, and even entertainment at times. The book contains only four equations, which can relieve business students intimidated by complex math problems during their university years.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify Canada NowBold ideas with the people shaping Canada’s next chapter.Listen on: Apple Podcasts   Spotify