GrowCFO Show

https://www.youtube.com/watch?v=ote8IemqGfs https://open.spotify.com/episode/4gs9QiDVheQ0U2ZnGm4QBU In this insightful episode, host Kevin Appleby welcomes back Dan Stockdale, a GrowCFO facilitator and financial modeling specialist. Dan shares his journey from management accountant to financial modeling expert across diverse industries including media, advertising, defense, and retail. Currently working as a contractor for London Business School and creating online courses for finance professionals, Dan offers valuable insights on automation tools that are transforming finance departments. The conversation explores how Power BI, Power Query, Power Pivot, Python, and Microsoft Copilot are revolutionizing financial analysis and reporting. Dan emphasizes that while learning these tools initially requires investment, the practical implementation in day-to-day finance operations delivers significant time savings and value creation. He highlights that as organizations collect increasingly larger volumes of data from diverse sources, finance professionals who can leverage these automation tools become indispensable to their businesses. Key topics covered: Dan explains how Power BI enables finance teams to automate month-end reporting and create dynamic visualizations that tell compelling financial stories The conversation covers the growing importance of Python in Excel for predictive analytics and how it’s becoming more accessible to finance professionals Dan discusses how Microsoft Copilot is changing financial modeling, though he cautions about the need for human oversight when using AI-generated code The discussion explores how automation tools free finance professionals from routine tasks, allowing them to focus on delivering insights and strategic value Dan shares his plans to continuously update his courses as Microsoft releases new AI and automation features, ensuring finance professionals stay current with technological advancements Links Dan Stockdale on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:44 Dan introduces his background as a management accountant who specialized in financial modeling across multiple industries 0:14:09 Dan discusses the learning curve of automation tools and the importance of practical implementation to solve business problems 0:22:48 The conversation covers data sources and the challenges of departments using Excel spreadsheets as databases 0:27:38 Discussion about the speed and efficiency benefits of automation tools compared to traditional manual processes 0:33:51 Exploration of the time-to-value proposition of Power BI and the challenges of data preparation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=XAYQOwPdyhA https://open.spotify.com/episode/5wmvtV5W3CneLlcQwQ0qJh?si=Fejf8jefTK2Lje3nVPHB7g In this insightful podcast episode of the Grow CFO Show, Kevin sits down with Kathy Kinder. Their discussion centers on the critical challenges CFOs face during mergers and acquisitions, with particular emphasis on post-acquisition integration and avoiding burnout. Kathy brings extensive experience from her career spanning multiple private equity-owned companies where she managed numerous acquisitions, growing one company from $30 million to over $130 million in revenue.  The conversation highlights the importance of simplifying organizational structures post-acquisition to reduce costs and improve efficiency. Kathy shares valuable insights on managing teams through periods of change, emphasizing communication and addressing performance issues promptly. Her transition from corporate CFO roles to fractional CFO consulting reflects a growing trend among finance executives seeking more balanced careers while still leveraging their expertise to help growing companies avoid costly mistakes. About Kathy Kinder: Kathy Kinder is a former CFO with over 30 years of experience managing accounting, HR, legal and facilities. She focused her expertise as a CFO for tech companies, facilitating over 13 acquisitions. These acquisitions cover private asset and stock sales, carve outs of public companies, and public take private situations.  An original founder of LiftBridge, Kathy is now largely retired from direct client work but still contributes as a mentor to those wanting to grow their CFO skills, or for founders needing basic background or increased practical understanding of business and finance. Kathy, along with her co-founders Kay Whitaker and Ashley Vukovits, won the 2022 Mira Award for Service Partner of the Year. The judges for the Mira Awards, presented by TechPoint, ‘determined LiftBridge’s effectiveness with its clients is likely to have a lasting impact on the success of the Indiana tech ecosystem startups and scale-ups well past the critical five-year survival mark’. Kathy is a dog lover and former owner of a doggy boarding and daycare business.  Key topics covered: Kathy led finance teams through 11-12 acquisitions under Battery Ventures, managing accounting, revenue recognition, HR, facilities, and legal contracts while navigating the complexities of rapid growth  Post-acquisition integration requires simplification of organizational structures, including consolidating federal ID numbers to reduce redundant reporting and standardizing employee benefit plans across merged entities  Effective team management during M&A transitions depends on clear communication and treating team members as valued contributors rather than subordinates  Addressing underperforming team members promptly is essential during acquisitions to maintain overall team morale and productivity  The multi-faceted role of a CFO during M&A requires broad knowledge across business functions, with Kathy emphasizing that there are “no stupid questions” when navigating unfamiliar territory  Transitioning to fractional CFO work can provide a less stressful alternative for experienced finance executives while allowing them to mentor growing companies and help them avoid common pitfalls Links Kathy Kinder on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:01:04: Introduction to the podcast and explanation of the recording process with new mentor Kathy. 00:05:00-00:10:00: Kathy shares her background from “bean counter” at Stokely Van Camp to managing growth at a tech company that went public. 00:08:30-00:10:45: Experience leading finance through 11-12 acquisitions under Battery Ventures, growing from $30M to $130M in revenue. 00:12:30-00:14:00: Strategies for post-acquisition integration, including consolidating federal IDs and standardizing benefits. 00:15:00-00:17:30: Philosophy on team management: treating team members as volunteers and giving proper credit for their work. 00:17:45-00:19:00: Importance of addressing underperforming team members quickly to maintain morale during acquisitions. 00:22:00-00:24:30: Discussion of the CFO’s multi-faceted role requiring broad business knowledge beyond finance. 00:25:00-00:27:30: Kathy’s transition to fractional CFO work and the benefits of mentoring growing companies. 00:28:00-00:30:00: Exploration of AI’s potential in finance and how it’s helping streamline processes and reduce wasted time. 00:31:00-00:32:00: Closing thoughts on mentoring and encouragement for mentees to ask questions without fear. Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://youtu.be/Bqatoyfy-F4 https://open.spotify.com/episode/3xcOnyHg4WGip8LALiVb6T The role of a Chief Financial Officer (CFO) in building and scaling a high-performance global finance team is critical to an organization’s success. In today’s rapidly evolving business landscape, CFOs must navigate complex challenges of team development, international expansion, and cultural transformation while maintaining strategic alignment and operational excellence. In this insightful podcast episode, Benyam Hagos, CFO of Form3, shares his comprehensive approach to creating a dynamic and adaptable finance function. The discussion explores the intricate process of transforming a startup finance team into a sophisticated, globally-oriented strategic partner, emphasizing the importance of talent development, cultural fit, and strategic recruitment. Key topics covered: Strategic Team Transformation Deliberate restructuring of finance team with 75% new talent Focus on specialist roles over generalist positions Emphasis on cultural alignment and professional development International Expansion Strategy Structured approach to building finance capabilities across multiple geographies Careful consideration of compliance and local market requirements Gradual, strategic hiring in new markets Leadership and Team Development Commitment to continuous learning and professional growth Transparent communication about organizational expectations Creating a flexible, remote-friendly work environment Recruitment and Talent Management Two-way interview process focusing on cultural compatibility Proactive approach to identifying and nurturing talent Encouraging internal mobility and career progression Links Benyam Hagos on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:07:05 – Discussion on learning and development challenges 0:11:09 – Background exploration of professional experiences 0:11:34 – Career trajectory and consulting background 0:12:29 – Insights into professional growth and partner dynamics 0:13:12 – Exploration of career progression challenges 0:15:44 – Podcast introduction and guest background 0:16:54 – Company overview and strategic positioning 0:22:03 – Personal challenges in transitioning to CFO role 0:26:18 – Team structuring and international expansion approach 0:48:10 – Building team cohesion in a remote work environment Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=XpOei-pHzBM 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 between operational efficiency and strategic growth limitations. The Grow CFO Show podcast, hosted by Kevin Appleby, explores this crucial transition with Darren Cran, CEO of AccountsIQ, diving deep into the challenges and considerations of moving beyond entry-level accounting software like Xero and QuickBooks. The discussion centers on the pivotal moment when small to medium-sized enterprises outgrow their initial financial management tools and require more sophisticated solutions. Darren Cran brings a wealth of experience as a chartered accountant and technology leader, offering insights into the complex decision-making process of selecting an enterprise-level financial system. The conversation illuminates the nuanced requirements of businesses in the 20-50 employee range, where basic accounting software begins to show its limitations. AccountsIQ emerges as a strategic solution for businesses seeking a lightweight ERP system that bridges the gap between basic accounting platforms and complex enterprise resource planning tools. The podcast explores the critical factors businesses must consider, including reporting capabilities, integration potential, scalability, and the evolving role of technology in financial management. Cran emphasizes the importance of choosing a system that not only meets current needs but also provides flexibility for future growth. The discussion extends beyond system selection, delving into the transformative potential of emerging technologies like artificial intelligence in financial processes. Darren Cran provides a forward-looking perspective on how AI and cloud technologies are reshaping financial management, offering businesses unprecedented opportunities for efficiency, insights, and strategic decision-making. Key topics covered: Identifying the critical transition point for financial management systems Exploring the limitations of entry-level accounting platforms Analyzing the specific needs of mid-market businesses Understanding the importance of scalable financial technology Discussing the role of integration and reporting capabilities Examining the implementation process for advanced financial systems Investigating the potential of AI in financial management Comparing lightweight ERP solutions with traditional enterprise systems Highlighting the importance of user experience in financial software Exploring the future of financial technology and digital transformation Links Darren Cran on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:09:10 Darren Cran’s role at AccountsIQ 0:13:26 Podcast formal introduction 0:18:52 Market positioning discussion 0:24:25 Scalability of light ERP systems 0:39:17 FP&A capabilities exploration 0:44:28 AI’s impact on financial systems 0:50:31 Challenges of AI implementation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=ubGYbvY_EAQ 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 technical expertise, leadership acumen, and personal growth. This podcast episode featuring Danielle Keeven, CFO at Vio.com, offers an insightful exploration of navigating the complex landscape of financial leadership, particularly for women breaking through traditional corporate barriers. Danielle Keeven’s narrative provides a compelling blueprint for aspiring financial leaders, highlighting the importance of transparency, continuous learning, and strategic thinking. Her transition from VP of Finance to CFO at Vio.com demonstrates the critical skills required to excel in top-tier financial roles. The discussion explores the challenges of imposter syndrome, the importance of building a supportive network, and the significance of embracing opportunities that push professional boundaries. The conversation explores the multifaceted nature of modern CFO responsibilities, extending far beyond traditional financial management. Keeven emphasizes the importance of being curious about all aspects of the business, managing lean teams, and driving strategic growth. Her approach to leadership is characterized by openness, continuous learning, and a commitment to supporting talent development within her organization. Throughout the podcast, Keeven shares her unique perspective on women in leadership, demonstrating how personal commitment and strategic approach can overcome systemic challenges. Her journey illustrates the importance of running towards professional challenges, building a supportive network, and maintaining a growth mindset in the ever-evolving world of corporate finance. Key topics covered: Strategic Transition to First-Time CFO Role Overcoming Imposter Syndrome in Leadership Importance of Transparency and Continuous Learning Lean Team Management and Operational Efficiency Women in Leadership: Breaking Corporate Barriers Bootstrapped Company Growth Strategy Embracing Technological Innovations in Finance Building a Supportive Professional Network Strategic Approach to Professional Development Balancing Technical Expertise with Leadership Skills Links Danielle Keeve on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:18 Career Progression Discussion 0:03:35 Bootstrapping Business Strategy 0:05:04 Professional Background Exploration 0:10:15 Imposter Syndrome Insights 0:16:53 Leadership Learning Experiences 0:22:01 Funding and Growth Perspectives 0:30:35 Expanding CFO Responsibilities 0:38:45 Team Development Approach 0:47:14 Technology and AI in Finance 0:51:32 Future Professional Development Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://youtu.be/xkhJmKajXG8 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 strategic imperative for startups navigating complex technological ecosystems, particularly in high-stakes sectors like robotics and biotech. Maria Ghibu, a distinguished Global CFO at Testhouse, brings a wealth of international experience and strategic insights into the intricate world of technology-driven entrepreneurship. Her professional journey spans multiple countries and critical roles in post-merger integration, fundraising, and strategic financial management, offering a comprehensive perspective on operational excellence in challenging technological domains. The podcast episode delves deep into the multifaceted challenges of financing and scaling robotics startups, illuminating the critical intersection of technological innovation, financial strategy, and investor relations. Ghibu’s expertise provides a nuanced understanding of the complex ecosystem where long research and development cycles, regulatory hurdles, and investor expectations create a demanding operational landscape. Key topics covered: Strategic Financial Navigation in Technology Ecosystems Comprehensive Fundraising Strategies for Robotics Startups Operational Agility as a Competitive Differentiator Investor Relationship Management Methodologies Navigating Complex R&D Cycles in Technology Sectors Professional Competency Framework Development Strategic Network Building and Professional Connections Experiential Learning and Organizational Transformation Integrated Finance and Operational Leadership Approach Critical Success Factors in Emerging Technology Ventures Links Maria Ghibu on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:02:55 – Exploring Innovative Learning Platforms 0:16:27 – International Professional Development Trajectory 0:27:20 – Fractional CFO Strategic Insights 0:35:06 – Advanced Investor Engagement Techniques 0:40:54 – Career Evolution and Strategic Positioning 0:44:05 – Governance and Leadership Perspectives 0:47:21 – Professional Relationship Ecosystem 0:48:51 – Podcast Synthesis and Reflection 0:49:49 – Post-Recording Strategic Dialogue 0:50:55 – Organizational Talent Development Strategies Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=S8myIm2OdbA 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 breakthrough performance and persistent self-doubt. Susana Serrano Davey, a GrowCFO Mentor, emerges as a thought leader challenging conventional wisdom about personal empowerment through her groundbreaking book, “Confidence is Overrated.” Her work represents a paradigm shift, moving beyond traditional self-help narratives to offer a more authentic, introspective approach to professional development. At the core of Davey’s philosophy is the radical notion that confidence is not a prerequisite for achievement, but rather an organic outcome of genuine self-acceptance and continuous learning. By deconstructing the myth of performative confidence, she introduces innovative frameworks that encourage professionals to embrace vulnerability, take calculated risks, and view personal growth as a non-linear journey. Her methodology, enriched by personal anecdotes and metaphorical insights—ranging from mushroom hunting to unicorn symbolism—provides a refreshing alternative to conventional confidence-building strategies. Through her work, Davey empowers individuals to reframe their understanding of success, emphasizing internal resilience over external validation and demonstrating how true professional transformation emerges from self-compassion and persistent curiosity. Key topics covered: Challenging Traditional Confidence Paradigms Redefines confidence as an internal journey rather than external validation Emphasizes self-acceptance over performative achievement Introduces innovative metaphors like unicorns and mushroom hunting to illustrate personal growth concepts Book Development Insights Leveraged AI tools like ChatGPT for manuscript refinement Incorporated early feedback from zero readers Developed a more mature, professionally structured narrative compared to her first book Personal Growth Strategies Advocates for embracing uncertainty and taking calculated risks Promotes the value of continuous learning and adaptability Shares personal stories demonstrating vulnerability and resilience Technological Integration in Writing Utilized AI as a collaborative writing assistant Maintained human emotional authenticity in storytelling Explored AI’s potential and limitations in creative processes Links Susana Serrano Davey on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:14 Initial conversational setup 0:06:36 Book introduction and core concept 0:10:07 Discussion on skill acquisition vs. confidence 0:12:30 Metaphorical exploration of confidence 0:16:13 Personal project discussion (mango farm) 0:20:08 Podcasting journey reflection 0:24:23 Confidence as an end result, not a starting point 0:35:37 Unmasking professional confidence 0:39:07 AI’s role in book creation 0:42:33 Closing remarks and future collaboration Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=auEV4K6aMyE&t=2s 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 a company’s operational effectiveness, directly impacting its growth trajectory and competitive positioning. This podcast episode featuring Tim Cadbury, a fractional CFO at InfiniteCFO, delves deep into the nuanced world of tech stack selection for high-growth businesses. Cadbury brings a wealth of experience from corporate giants like ITV and the dynamic startup ecosystem, offering listeners invaluable insights into navigating the complex terrain of technological infrastructure selection. Key discussion points revolve around the challenges businesses face when choosing technological solutions, the importance of scalability, and the need for adaptable systems that can grow with an organization. Cadbury emphasizes that tech stack selection is not a one-size-fits-all approach but a strategic decision requiring careful consideration of current needs and future growth potential. The conversation provides a comprehensive exploration of how fractional CFOs like Cadbury help businesses make informed technological investments, leveraging their extensive experience and understanding of various industry ecosystems. By sharing practical examples and strategic approaches, the podcast offers a roadmap for businesses seeking to optimize their technological investments without unnecessary expenditure. About Tim Cadbury Tim supports high growth businesses with a CFO-led virtual finance function. In his 3 years at InfiniteCFO, he’s helped businesses in B2B SaaS, Cyber, LegalTech, AdTech, InsureTech, and Software. Successful projects include fundraises, M&A and finance transformations. Previously, Tim spent 13 years at ITV plc, including roles in Investor Relations, as Group Head of FP&A and as Finance Director for the £2bn advertising business. He spent 4 years out of finance growing the technology business SDN to >£65m profit, which included negotiating all commercial contracts and running the tech team. He was also a Director of D34, a joint venture with Channel 4 which transmits all the UK’s commercial Public Service Broadcasters.  Tim qualified as an ACA with KPMG London. Key topics covered: Fractional CFO approach to supporting high-growth technology businesses Strategic importance of selecting scalable technological infrastructure Leveraging Xero and complementary ecosystem tools for financial management Role of AI and automation in streamlining repetitive financial tasks Importance of understanding business-specific technological requirements Balancing current technological needs with future growth potential Navigating fundraising and due diligence with robust technological systems Developing comprehensive financial strategies through intelligent tech selection Continuous learning and adaptation in technological ecosystem Value of professional networks in making informed technological decisions Links Tim Cadbury  on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:05:59 – Professional background introduction 0:10:38 – Career progression at ITV 0:16:50 – Transition to fractional CFO role 0:22:13 – Tech stack selection strategies 0:28:48 – Scalability of financial systems 0:34:18 – Comprehensive financial operations approach 0:37:03 – Fundraising landscape insights 0:40:22 – Impact of professional development programs 0:45:09 – Future career perspective Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

https://www.youtube.com/watch?v=C4JrTWr9H2E 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 opportunities for CFOs to revolutionize traditional financial processes, drive strategic decision-making, and unlock new levels of organizational efficiency. As businesses navigate the complex digital transformation, AI emerges as a critical tool that transcends mere technological implementation, representing a fundamental shift in how financial strategies are conceptualized and executed. Francesco Zappala, Chief Financial Officer for South America at Impresa Pizzerotti, provides a nuanced perspective on AI’s strategic potential, emphasizing that successful implementation goes far beyond technological adoption. His insights reveal that the true power of AI lies in its ability to augment human expertise, streamline routine tasks, and enable finance professionals to focus on high-value strategic activities. By advocating for a holistic approach that integrates change management, comprehensive training, and robust risk assessment, Zappala challenges executives to view AI not as a replacement for human intelligence, but as a sophisticated collaborative tool that can dramatically enhance organizational performance and competitive advantage. Key topics covered: AI represents a paradigm shift in financial operations, distinguishing between classic and generative AI technologies Strategic implementation requires comprehensive organizational assessment and change management Data management emerges as a critical foundation for successful AI integration CFOs must balance technological innovation with risk mitigation and strategic planning User involvement and training are crucial for successful AI adoption Predictive and narrative AI tools offer significant value-creation potential Organizations must develop a multi-provider approach to manage technological risks AI should be viewed as a supportive tool, not a replacement for human expertise Change management requires a holistic approach involving all organizational levels Continuous learning and adaptability are key to leveraging AI effectively Links Francesco Zappala  on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:01:28 – Initial technical audio setup and equipment discussion 0:06:21 – Introduction of AI adoption challenges in corporate environments 0:14:02 – Exploring differences between classic and generative AI 0:29:10 – Discussing potential AI applications in financial forecasting 0:42:28 – Addressing data privacy and security concerns 0:50:52 – Practical implementation strategies for AI in finance 0:56:43 – Training and development considerations for AI integration 1:00:36 – Historical perspective on technological transformation in finance 1:04:27 – Generational perspectives on technological adaptation 1:05:50 – Future outlook and continuous learning approach Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

#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 interconnected global marketplace, businesses are confronting unprecedented challenges in managing complex financial transactions, cash flow dynamics, and technological integration. The traditional paradigms of accounts receivable and payment processing are rapidly evolving, driven by technological innovations that promise to revolutionize how companies approach financial management. Emerging technologies like artificial intelligence, machine learning, and advanced analytics are creating transformative opportunities for businesses to optimize their financial workflows, reduce operational risks, and gain unprecedented insights into their economic performance. In this illuminating podcast episode, Kevin Appleby engages in a comprehensive dialogue with Alex Louisy, the visionary Co-founder and CEO of Upflow, exploring the intricate landscape of business-to-business payment strategies and technological disruption. Louisy brings a unique Franco-American perspective, offering deep insights into the global variations of payment methodologies, technological adoption, and strategic financial management. The discussion transcends traditional financial discourse, delving into critical areas such as AI-driven automation, online payment methodologies, risk mitigation strategies, and the future of financial technology. By examining real-world data, industry trends, and practical implementation strategies, Appleby and Louisy provide business leaders and finance professionals with a sophisticated roadmap for navigating the complex and rapidly evolving world of B2B payments, emphasizing the critical importance of continuous innovation, technological adaptation, and strategic financial thinking. Key topics covered: Upflow’s innovative technology helps B2B companies optimize their cash collection processes Detailed insights from the B2B Payments Trends report revealing payment collection challenges Critical analysis of invoice aging and its impact on business financial health Exploration of online payment methods and their transformative potential The emerging role of AI in automating and enhancing financial workflows Strategies for reducing non-payment risks and improving accounts receivable Comparative perspectives on payment practices between US and European markets Impact of technological innovations on financial team efficiency Discussion of payment method diversification and customer payment experience Future outlook on AI’s role in financial process automation https://youtu.be/8Ta6pzF1MXc Links Alex Louisy on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:00:34 Initial introductions and market sentiment discussion 0:02:45 Exploring business expansion strategies 0:04:16 CFO training and AI technology trends 0:06:39 Research on AI’s impact in financial sectors 0:11:04 Detailed explanation of Upflow’s business model 0:19:44 Analysis of invoice payment risk factors 0:32:28 Online payment method strategies 0:38:26 Customer payment experience considerations 0:43:27 AI’s potential in financial process transformation 0:49:25 Reflections on technological evolution in finance Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net