There are only three books I recommend on the topic of performance measurement. By far, the best title is Transforming Performance Measurement by Dean Spitzer.While working for IBM, Dean realized that training was not the path to better and transformation performance. As he started learning the good and the bad of performance measurement, he learned what was needed for organizational transformation - something The Balanced Scorecard could never deliver.The Big IdeasTraining alone does not improve organizational performanceChanging the measurement system precedes organizational changeThe strongest quadrant in the balanced scorecardThe 4 Critical Success Factors of Transformational Performance MeasurementThe dark side of measurementThe 10-30-60 RuleThe Chief Measurement OfficerExploratory vs confirmatory measurementTransactional vs Experience measurementThe IPOO ModelProfit-Sharing Plans and Performance Measurement

Steve Cakebread's current CEO at Yext says he is the master of taking technology companies public. Steve published his first book in 2020 entitled The IPO Playbook, and we talk about what happens before, during, and after the IPO.

CFO Dive's, Jane Thier joins CFO Bookshelf to discuss the top business stories of 2020. While COVID and PPP dominated the headlines, other stories and themes developed as well such as automation, pivoting to digital, and working from home.

Tax CPA Jeff Shore gives us some last-minute tax insights for 2020 along with tax ramifications of a new administration in 2021. We also talk about PPP, timing expense deductions, tax credits, and expense classification. Don't worry - this is not boring at all. Jeff is quotable and easy to understand as he demystifies some complex tax topics.  

I'm a long-time reader of the great blog posts at Interworks.com. One of those writers is Dan Murray who is their Director of Strategic Innovation. I was so lucky in getting to meet Dan at a Quantrix conference a few years ago - that friendship has continued and led to this conversation about data extraction, ETL strategies, data infrastructure, and BI tools such as Tableau.

I recently heard an S&OP podcaster ask if S&OP is dead, and so I wanted to ask one of the pioneers in this planning space if S&OP was still revelvant.Our guest is Bob Stahl, an S&OP pioneer, speaker, writer, and consultant. You'll enjoy his first answer to my question.

I first learned about Doug Hall's insights on marketing and innovation when I read Jump Start Your Business Brain. His newest book is Driving Eureka. Doug is a pioneer in the field of innovation engineering and the founder of Eureka Ranch. He's our guest on this week's edition of CFO Bookshelf.

Retired FBI agent and cybercrime expert and author Scott Augenbaum is back for this bonus episode. He gives us 5 shopping tips for the upcoming holiday to protect us against cybercriminal activity.

This year, my email was hacked. I was lucky as nothing was stolen, just my time and patience.Once I got my email restored from Microsoft who made me feel like a criminal, I wanted to find an expert on cybercrime who specializes in cybersecurity. Not only did I find him, but I read his book and found him on LinkedIn. Within hours, I was able to schedule an interview with retired special agent Scott Augenbaum of the FBI.

Bob Lung is a CPA and CFO who has a side gig that includes followers around the globe. Bob is an author, podcaster, and membership site owner in the realm of fantasy football. Bob tells us how he got his start in accounting and how he was introduced to fantasy football in the mid-80s. We also learn how his volunteer work at the NFL Hall of Fame each year in Canton, OH.