CFO Bookshelf

Dan Montgomery is the founder of Agile Strategies, a boutique OKRs firm, and the author of Start Less Finish More.Dan states the old strategic planning model of predicting and then controlling needs to give way to sensing and responding, and he calls that agile strategy.In this conversation, he hit on many fascinating concepts:limitations of The Balanced Scorecardexecuting vs formulating strategythe retreat to cozy mental modelsthe fit between OKRs and agile strategy multicausal systemsminimal viable strategiesSTEEP frameworkPlatonic valuesCynefin frameworkManaging 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

Good luck on finding a book about phantom stock plans that's simple to understand with practical examples. It does not exist.However, Paolo Pasicolan has created nearly a hundred such plans with the law firm he works for, Miles and Stockbridge. Paulo's explanation of phantom stock plans is clear, concise, and complete.Managing Dental Drama PodcastOwning, operating, and managing a dental practice can be difficult and sometimes...Listen on: Apple Podcasts   Spotify

I've always been intrigued about the roles of business psychologists and certified business coaches and their ability to elevate the performances of the people and businesses they work with.In this show, I visited with Dr. Russell Thackeray, a business psychologist, certified coach, trainer, and renowned speaker. We addressed topics such as resistance, when to hire a business coach, the intentions and execution of tough love, psychological capacity, and much more.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 first heard Captain Charlie Plumb's POW story some twenty years ago, and I'm thrilled to share this conversation where we talk about Louis Zamperini, an unlikely parachute dialogue, culture, the leadership of Admiral James Stockdale, and some astounding research regarding PTSD of the men held at the Hanoi Hilton.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

If you do an Amazon search on KPIs, the top result will be KPI Checklists by Bernie Smith. Bernie's newest book is entitled Gamed, our topic for this discussion.We'll find out why so many smart and creative people have a hard time agreeing on KPIs, what black hat testing is for incentives, and the KPI framework named ROKET-DS.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

One of the rock stars of financial modeling is one of the founders and the Executive Director of the Financial Modeling Institute, Ian Schnoor.In this episode, we talk about the multi-disciplinary requirements of financial modeling, the planning process, component vs systems thinking, and other big ideas around this critical business skill.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

My four favorite authors on performance measure with improvement as the primary aim is Don Wheeler, Stacey Barr, Dean Spitzer, and Mark Graban.In this conversation, we find out three of the most important questions surrounding performance improvement the right. Our guest is Mark Graban, and he's the author of Measures of Success, our topic for this episode.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

Have you ever worked for a psychopathic CEO? If not, odds are that you will at least once in your career. That's according to the founder and president of the CFO Leadership Council, Jack McCullough.Jack's newest book is, The Psychopathic CEO, and we'll hear more about who they are, how they make their way into a company, and what to do should you work for one.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

Every current and past senior executive at Amazon will say their leadership principles are behind every groundbreaking innovation. Every student of business knows about Amazon's obsession with its customers. But that's only one of the leadership principles. In this episode, John Rossman, the author of The Amazon Way delivers some of the big ideas and concepts baked into these inspiring, yet challenging leadership principles. 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

In 2021, CFO Bookshelf published 51 episodes. In this show, we reveal the top ten that were the most downloaded across various podcast channels. We'll also share the producer's picks which comprise authors who are considered thought leaders in their fields across the globe.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