Executive Finance

Ep 6: A Career in Finance in Silicon Valley with John Kogan - March 24, 2026 - Executive Finance
Summary
The conversation covers John Kogan's journey from CFO to entrepreneurship to CFO, the deployment and impact of AI in the finance organization, and the adoption of AI in professional service firms. It explores the transformational role of AI in finance and the challenges of AI adoption in professional firms. The conversation covers the impact of AI on the workforce, teaching AI in finance, leadership and management, developing future leaders, the role of a CFO and working with the CEO, and personal success and motivation. Key takeaways include the importance of understanding AI's role in the workforce, the approach to teaching AI in finance, and the combination of leadership and management in driving organizational success.
Takeaways
* Entrepreneurship to CFO
* AI in Finance
* AI Adoption in Professional Firms AI is not about replacing people, but about doing more with the existing workforce
* Teaching AI in finance involves showing how the tool works and adapting it to local situations
* Leadership involves combining the arts of leadership and management to move the organization forward
Chapters
* 00:00 AI Adoption and Change Management
* 24:08 The Impact of AI on the Workforce
* 30:05 Leadership and Management
* 35:15 Developing Future Leaders
* 40:40 The Role of a CFO and Managing Up
Ep 5: From Design to Social Impact: Tamir Scheinok’s Journey - March 20, 2026 - Executive Finance
Summary
The podcast episode features a conversation with Tamir Scheinok, who shares his journey from founding and growing a design agency to transitioning to social enterprises. He discusses the challenges and key success factors of assuming the roles of COO and CFO, as well as the differences between for-profit and social enterprise experiences. The conversation covers the challenges of running a nonprofit, the intersection of academic theory and real-world innovation, the balance between commercial and academic approaches, connecting the last billion people, innovative technology and business model, sustainable business model, customer-centric approach, challenges in the telecommunication industry, impact of funding on business strategy, leadership and employee engagement, and personal success factors.
Takeaways
* Transitioning from design to finance
* Challenges and key success factors of the CFO and COO roles; navigating the complexities of operations
* Balancing academic theory with real-world innovation
Chapters
* 00:00 Introduction to Move Beyond Accounting Podcast
* 06:16 Role of COO and CFO
* 12:02 Challenges of the COO Role
* 18:51 Comparison of For-Profit and Social Enterprise
* 26:29 Navigating Operational Challenges
* 32:19 Innovative Technology and Business Model
* 37:38 Challenges in Telecommunication Industry
* 45:48 Personal Success Factors
Ep 4: Back to University: Career Insights with Brian McNeill - March 13, 2026 - Executive Finance
Summary
In this episode, Brian R. McNeill, the CFO at Molloy University, shares insights into his career journey, the transition to higher education, and the challenges and changes in the education industry. He discusses the importance of mentors and sponsors, the benefits of internal movement, and the impact of technology on education. The conversation delves into the impact of AI on education and the workforce, the incorporation of AI in the back office, advice for business students, specialization and career tracks, the changing landscape of white-collar professions, and personal values and success. Brian McNeill emphasizes the importance of adaptability, continuous learning, and aligning work with personal values in the evolving professional landscape.
Takeaways
* Career journey and financial foundation
* Transition to higher education and favorite roles
* Importance of mentors and sponsors
* Challenges and changes in higher education AI's transformative impact on education and job roles
* The importance of adaptability and aligning work with personal values in career success
Chapters
* 00:00 Career Journey and Financial Foundation
* 08:13 Benefits of Mentors and Sponsors
* 18:40 Challenges and Changes in Higher Education
* 24:41 The Impact of AI on Education and Workforce
* 35:25 Advice for Business Students
* 42:03 The Changing Landscape of White Collar Professions
Ep 3: Charlie Beaulieu Dental Finances Mastery - March 6, 2026 - Executive Finance
Summary
The podcast discussion with Charlie Beaulieu, founder of Tidal Accounting, delves into the specialized world of dental accounting and the unique challenges and opportunities it presents. From the importance of team management in dental practices to the impact of government subsidization, the conversation provides valuable insights into the dental industry and the role of financial services within it. Additionally, the integration of AI in business operations and the considerations for practice sale and consolidation are explored, offering a comprehensive view of the dental accounting landscape.
Takeaways
* Specialization in dental accounting offers unique insights and value to the dental industry.
* The integration of AI in business operations presents both advantages and challenges, requiring a balance of curiosity and practical application.
Chapters
* 00:00 Specializing in Dental Accounting
* 09:03 Key Success Factors in Dental Practices
* 18:26 Preparing for Practice Sale
* 23:52 Consolidation in the Dental Industry
* 34:50 Integration of AI in Business Operations
Ep 2: Iain Bundy's Blueprint for Building Valuable Businesses and Exits - February 27, 2026 - Executive Finance
In this conversation we are joined by Iain Bundy who discusses that challenges beyond building a business to discuss the challenges associated with a business exit, the process of preparing for an exit, navigating the exit process, and maximizing business value. Key takeaways include insights into entrepreneurship, lessons from Iain's own business exit, and strategies for creating business value. The conversation covers topics related to maximizing EBITDA and multiple, community-based support for entrepreneurs, guiding entrepreneurs through business transfer, business valuation and architect mindset, building resilient and valuable businesses, and creating an asset vs. creating an income. The discussion emphasizes the importance of long-term planning and strategic decision-making for entrepreneurs.
Takeaways
* Lessons from business exit
* Creating business value Maximizing EBITDA and multiple
* Community-based support for entrepreneurs
Chapters
* 00:00 Introduction to Athena Collective
* 07:00 Preparing for Business Exit
* 19:34 Maximizing Business Value
* 27:09 Guiding Entrepreneurs Through Business Transfer
* 32:12 Building Resilient and Valuable Businesses
* 40:22 Creating an Asset vs. Creating an Income
Ep 1: From Corporate Accountant to Entrepreneurs Advisor: Ericka Redic of I Love Your Money - February 20, 2026 - Executive Finance
Discover how to establish a thriving bookkeeping business with insights from Ericka Redic. Learn key strategies and common pitfalls to avoid for entrepreneurial success. Starting a bookkeeping business can be daunting, but with the right insights and strategies, it can also be incredibly rewarding. In this post, we’ll explore key takeaways from my conversation with Ericka Redic, founder of "I Love Your Money." She shares her journey from corporate accounting to entrepreneurship, the evolution of her business, and valuable lessons for advising today's small business entrepreneurs.
Executive Coaching for CFOs - January 6, 2025 - Executive Finance
Are you a highly motivate financial professional seeking to make impact as a financial leader in your organization? In this video, you will learn about Executive Coaching and how to select a coach to work with. Blair Cook is a many-time CFO and corporate director who works with CFOs to elevate their performance and influence in any business.
THE FUTURE of Finance & Accounting Organizations - December 22, 2021 - Executive Finance
It took a pandemic to uproot those of us working in accounting and finance. In the span of a few years, all of us lived through transforming how and where we worked. That experience positions you well to tackle the future.
In this course, you will learn about the future of finance and the challenges that lay ahead. You will peer into the future to answer how, why and where the finance organization will succeed and add value by leveraging people and technology. You will learn about emerging imperatives of sustainability and data as the next frontiers of finance. Finally, you will explore the new skill sets and communication mindset you will need to adopt to ensure stakeholder understand the value proposition offered by the “new” finance function.
ENROLL TODAY: https://executivefinance.teachable.com/p/future-of-finance
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WANT TO LEARN ACCOUNTING IN JUST 1 HOUR?
⬇
Lesson 1: Debits & Credits:
https://www.youtube.com/watch?v=ii91oi0OpXM&t=4s
Lesson 2: Journal Entries:
https://www.youtube.com/watch?v=uFqa1qUfm6E&t=591s
Lesson 3: Posting to a Trial Balance:
https://www.youtube.com/watch?v=Uxgxj2nv-3M&t=3s
Lesson 4: Financial Statements:
https://www.youtube.com/watch?v=ZJxeGpNOuu8
Register for the FULL course for only $1...
CLICK BELOW ⇩⇩⇩
https://executivefinance.teachable.com/p/learn-accounting-in-1-hour
Want to see more and get CPD? Visit ExecutiveFinance.ca and use the YOUTUBE25 discount code to get 25% off the price of any course.
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BUILDING YOUR PERSONAL BRAND IN 2021 | #CFOInsights - October 8, 2021 - Executive Finance
One of the six traits of executive presence is personal branding. A topic that we very much enjoy discussing with future CFOs.
Few financial professionals even consider the importance of building their executive presence, and then they wonder why they don't have a seat or a voice at the executive boardroom table.
Let us help you go from the cubicle to the corner office! Enroll in "6ExY: Mastering the Six Traits of Executive You" today! ⬇
https://executivefinance.teachable.com/p/six-traits-of-executive-you
WANT TO LEARN ACCOUNTING 1 HOUR? 📈
Lesson 1: Debits & Credits:
https://www.youtube.com/watch?v=ii91oi0OpXM&t=4s
Lesson 2: Journal Entries:
https://www.youtube.com/watch?v=uFqa1qUfm6E&t=591s
Lesson 3: Posting to a Trial Balance:
https://www.youtube.com/watch?v=Uxgxj2nv-3M&t=3s
Lesson 4: Financial Statements:
https://www.youtube.com/watch?v=ZJxeGpNOuu8
Register for the FULL course for only $1...
CLICK BELOW ⇩⇩⇩
https://executivefinance.teachable.com/p/learn-accounting-in-1-hour
Want to see more and get CPD? Visit ExecutiveFinance.ca and use the YOUTUBE25 discount code to get 25% off the price of any course.
JOIN OUR SOCIAL MEDIA NETWORKS:
Instagram- https://www.instagram.com/executive_finance/
Facebook- https://www.facebook.com/exfinance/
Linkedin- https://www.linkedin.com/company/executive-finance/
Twitter- https://twitter.com/exfinance
How to Remain Ethical & Prevent Fraud | Jen Nicholson | Executive Finance - September 15, 2021 - Executive Finance
In this brief 6-minute video, Jen will explain the fundamentals of workplace ethics, and how to prevent fraudulent behaviour by breaking down the 'Fraud Triangle'. ENJOY!
CLICK BELOW ⬇ To enroll in our 'Mastering Your Ethical Intelligence' course and get 4 accredited CPD hours...
https://executivefinance.teachable.com/p/ethical-intelligence
WANT TO LEARN ACCOUNTING 1 HOUR? 📈
Lesson 1: Debits & Credits:
https://www.youtube.com/watch?v=ii91oi0OpXM&t=4s
Lesson 2: Journal Entries:
https://www.youtube.com/watch?v=uFqa1qUfm6E&t=591s
Lesson 3: Posting to a Trial Balance:
https://www.youtube.com/watch?v=Uxgxj2nv-3M&t=3s
Lesson 4: Financial Statements:
https://www.youtube.com/watch?v=ZJxeGpNOuu8
Register for the FULL course for only $1...
CLICK BELOW ⇩⇩⇩
https://executivefinance.teachable.com/p/learn-accounting-in-1-hour
Want to see more and get CPD? Visit ExecutiveFinance.ca and use the YOUTUBE25 discount code to get 25% off the price of any course.
JOIN OUR SOCIAL MEDIA NETWORKS:
Instagram- https://www.instagram.com/executive_finance/
Facebook- https://www.facebook.com/exfinance/
Linkedin- https://www.linkedin.com/company/executive-finance/
Twitter- https://twitter.com/exfinance