CFO Bookshelf
348 episodes - English - Latest episode: 1 day ago -The CFO Bookshelf weekly podcast is geared toward global financial leaders who are serious about lifelong learning and reading widely.
The show's 200-plus podcast catalog features well-known authors who are experts in finance, pricing, marketing, sales, operations, organizational health, and leadership.
Episodes are released weekly, and the host responds to every message he gets about the shows on LinkedIn.
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Episodes
What is a Rock Star CFO?
May 08, 2021 15:00 - 56 minutes - 38.7 MBLike the show? Send us a text message on what you liked. Jack McCullough is the CFO of all CFOs. He's the founder and President of The CFO Leadership Council with a membership of more than 1,800 financial leaders. Jack is the author of Rock Star CFOs which lists 9 traits of a great CFO, our topic in this fascinating and insightful interview.
John Raskob - The First CFO of the Modern Era
May 02, 2021 04:00 - 45 minutes - 31.3 MBLike the show? Send us a text message on what you liked. Everybody Ought to Be Rich by David Farber is now one of my favorite books in the business history genre. It's the story of one of the greatest number 2 men of the modern business era, John Jakob Raskob - a name that every financial leader should know about.
A CFO’s Playbook for Data Science and Analytics
April 24, 2021 02:00 - 45 minutes - 31.2 MBLike the show? Send us a text message on what you liked. If I'm going to listen to a data science and analytics expert for nearly an hour, that person better speak a language that I can understand and who is relatable. That person does exist, and his name is Jon Daniels of Bamboo HR. In this episode, he talks about data lakes, data warehousing, ETL, and data governance. He also provides simple strategies to go from no intelligence to business and artificial intelligence.
ERP Implementations with Ed Kless
April 17, 2021 01:00 - 46 minutes - 31.7 MBLike the show? Send us a text message on what you liked. While this is CFO Bookshelf where we generally interview book authors, there's no way I want to read a book on ERP planning and implementations. I believe this is a better topic addresses through doing and listening to the sage advice of others. One such person is Ed Kless who is an expert in software implementations. He's also the co-host of my favorite podcast, The Soul of Enterprise. You can also hear him several times a week host...
The Wisdom of Profit Wise with Jeff Morrill
April 09, 2021 22:00 - 45 minutes - 31.3 MBLike the show? Send us a text message on what you liked. As a financial leader, I enjoy any conversation with a CEO, especially one that's co-founded a business generating more than $100 million annually. Jeff Morrill is the co-founder with his brother of Planet Subaru based in Boston. His new book is Profit Wise, and we hit on many of the big ideas in that insightul read.
Mike Berland on Building Corporate Momentum and Velocity
April 03, 2021 02:00 - 40 minutes - 27.8 MBSome of my favorite words in the CFO lexicon are momentum, acceleration, velocity, drive, and even thrust. Coincidentally, Mike Berland is the author of Maximum Momentum - How to Get It, How to Keep It. And it's those very words we focused on during our conversation. Mike is the founder of Decode_M, a research and analytics firm that decodes data into momentum for clients. In this episode, we talked about how businesses gain momentum, and how it can jumpstart our strategic initiatives.
Strength Versus Corporate Momentum With Mike Berland
April 03, 2021 02:00 - 40 minutes - 27.8 MBLike the show? Send us a text message on what you liked. Some of my favorite words in the CFO lexicon are momentum, acceleration, velocity, drive, and even thrust. Coincidentally, Mike Berland is the author of Maximum Momentum - How to Get It, How to Keep It. And it's those very words we focused on during our conversation. Mike is the founder of Decode_M, a research and analytics firm that decodes data into momentum for clients. In this episode, we talked about how businesses gain moment...
Origins of the Fintech Money Hackers
March 26, 2021 05:00 - 34 minutes - 23.6 MBLike the show? Send us a text message on what you liked. If you liked The Big Short by Michael Lewis where we learn about the financial meltdown of 2007-08, then you will probably like the stories behind the financial revolution that took place during the 10 years that followed. | Daniel Simon has weaved more than 150 interviews with technologists that he calls misfits | or financial hackers - the men and women who shaped Fintech after the global financial crisis. Daniel's book is entit...
Simple Frameworks to Change a Company's Culture
March 19, 2021 22:00 - 44 minutes - 30.7 MBThe legendary CEO, Hunter Harrison, was making an impact with his tools and philosophies while turning around Canadian National Railway. But he still needed help with a serious problem. The organization's culture was still a problem. Judy Johnson was part of the consulting team who helped with CN's cultural turnaround. She and her co-authors of SwitchPoints talked about their journey and the tools and frameworks they applied during that project. SwitchPoints is by far the best book I've ev...
Frameworks to Improve a Company's Culture
March 19, 2021 22:00 - 44 minutes - 30.7 MBLike the show? Send us a text message on what you liked. The legendary CEO, Hunter Harrison, was making an impact with his tools and philosophies while turning around Canadian National Railway. But he still needed help with a serious problem. The organization's culture was still a problem. Judy Johnson was part of the consulting team who helped with CN's cultural turnaround. She and her co-authors of SwitchPoints talked about their journey and the tools and frameworks they applied during t...
The Tools and Frameworks Behind a Massive Cultural Turnaround
March 19, 2021 22:00 - 44 minutes - 30.7 MBThe legendary CEO, Hunter Harrison, was making an impact with his tools and philosophies while turning around Canadian National Railway. But he still needed help with a serious problem. The organization's culture was still a problem. Judy Johnson was part of the consulting team who helped with CN's cultural turnaround. She and her co-authors of SwitchPoints talked about their journey and the tools and frameworks they applied during that project. SwitchPoints is by far the best book I've ev...
The Complete Financial History of Berkshire Hathaway
March 13, 2021 02:00 - 42 minutes - 29.1 MBLike the show? Send us a text message on what you liked. Adam Mead's new book, The Complete Financial History of Berkshire Hathaway was 5 years in the making and started out as a 5,000-page manuscript that was finally shaved to just under a thousand pages. Instead of this being a book about Warren Buffett, it's a complete history of every purchase made by Berkshire Hathaway since the beginning.
Former CFO and Author Jean Cunningham on the Impact of Lean Thinking
March 06, 2021 20:00 - 37 minutes - 25.7 MBOne of the best accounting books I've ever read about Lean from a CFO's perspective is Real Numbers by Jean Cunningham, one of the authors of that book. But the audience for that book is CEOs, operating managers, and anyone working on the plant floor. The book is also relevant for health care and other service industry professionals. Real Numbers was written a decade ago, but listening to Jean who is so kind and generous reminds us that the lean message is still relevant, impactful, and re...
The Real Numbers of Lean Thinking
March 06, 2021 20:00 - 37 minutes - 25.7 MBLike the show? Send us a text message on what you liked. One of the best accounting books I've ever read about Lean from a CFO's perspective is Real Numbers by Jean Cunningham, one of the authors of that book. But the audience for that book is CEOs, operating managers, and anyone working on the plant floor. The book is also relevant for health care and other service industry professionals. Real Numbers was written a decade ago, but listening to Jean who is so kind and generous reminds us ...
Practical Performance Measurement with Stacey Barr
February 28, 2021 22:00 - 25 minutes - 17.8 MBLike the show? Send us a text message on what you liked. Stacey Barr is the author of Practical Performance Measurement and Prove It! She is also the creator of the best performance measurement framework I've ever reviewed, and it's applicable to businesses and non-profits of all sizes. The thinking person's framework is called PuMP(R). In our interview with Stacey, we address why so many organizations fail at implementing performance measurements bringing sustainable change and improveme...
Daniele Martins, a Global FP&A Director Talks Technology, Methods and People
February 20, 2021 03:00 - 46 minutes - 32 MBLike the show? Send us a text message on what you liked. Daniele Martins is the Head of Global FP&A at ThoughtWorks in Brazil. In this show, we talked about technology, processes, and people. We drilled into spreadsheets, budgeting, forecasting, and the 65% which makes for a great FP&A ideal team player.
An OKRs Doubleheader
February 14, 2021 06:00 - 34 minutes - 23.8 MBLike the show? Send us a text message on what you liked. Did you realize the first book written on OKRs was Radical Focus by Christina Wodtke? She's our guest along with Ben Lamorte who joins us for his second appearance on the show. We talk about when and when to never use OKRs.
Is Hunter Harrison the Greatest CEO of All Time?
February 07, 2021 00:00 - 33 minutes - 23.2 MBLike the show? Send us a text message on what you liked. When you think of iconic and successful CEOs, names like Bill Gates, Steve Jobs, Howard Schultz, Jack Welch, and Sam Walton probably spring to mind. Can you name a 4-time CEO who orchestrated overwhelming turnarounds at each of his stopping points? Hunter Harrison did, and he's the subject of the book, Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison. Our guest is the author of this biography, Howa...
What Is The Management Myth?
January 30, 2021 23:00 - 36 minutes - 25.3 MBLike the show? Send us a text message on what you liked. I'm a huge fan of the book, The Management Myth by Matthew Stewart. During our conversation, we talk about the business gurus, strategic planning, management consulting, philosophy, and what is a great manager.
Are You Falling for the Management Myth?
January 30, 2021 23:00 - 36 minutes - 25.3 MBI'm a huge fan of the book, The Management Myth by Matthew Stewart. During our conversation, we talk about the business gurus, strategic planning, management consulting, philosophy, and what is a great manager.
A Deep Dive Into Supply Chain Metrics
January 23, 2021 23:00 - 27 minutes - 18.7 MBLike the show? Send us a text message on what you liked. Lora Cecere needs no introduction, but she's a global thought leader on supply chain. She is the founder of Supply Chain Thought Leader and also writes for Forbes. She also publishes content on her website Supply Chain Shaman as well as on LinkedIn. Lora is the author of Supply Chain Metrics that Matter which was published in 2015. She is followed by more than 320,000 on LinkedIn, and her organization's Supply Chains to Admire is mu...
A Deep Dive Into Supply Chain Metrics with Lora Cecere
January 23, 2021 23:00 - 27 minutes - 18.7 MBLora Cecere needs no introduction, but she's a global thought leader on supply chain. She is the founder of Supply Chain Thought Leader and also writes for Forbes. She also publishes content on her website Supply Chain Shaman as well as on LinkedIn. Lora is the author of Supply Chain Metrics that Matter which was published in 2015. She is followed by more than 320,000 on LinkedIn, and her organization's Supply Chains to Admire is must-reading each year.
The Good, The Bad, and the Ugly of Performance Measurement
January 16, 2021 19:00 - 49 minutes - 33.8 MBThere 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 Ideas Training alone does ...
Performance Measurement Meets Beauty and the Beast
January 16, 2021 19:00 - 49 minutes - 33.8 MBLike the show? Send us a text message on what you liked. 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...
Steve Cakebread and The IPO Playbook
January 08, 2021 23:00 - 28 minutes - 19.8 MBLike the show? Send us a text message on what you liked. 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.
Steve Cakebread Discusses The IPO Playbook
January 08, 2021 23:00 - 28 minutes - 19.8 MBSteve 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.
Revisiting 2020's Top Stories with CFO Dive's Jane Thier
December 27, 2020 01:00 - 37 minutes - 25.6 MBLike the show? Send us a text message on what you liked. 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.
Who Said That a Tax Conversation Was Boring?
December 20, 2020 19:00 - 42 minutes - 28.9 MBLike the show? Send us a text message on what you liked. 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.
From Data Extraction to Business Insights with Dan Murray
December 12, 2020 20:00 - 1 hour - 41.3 MBLike the show? Send us a text message on what you liked. 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.
Is S&OP Still Relevant?
December 09, 2020 17:00 - 51 minutes - 35.1 MBLike the show? Send us a text message on what you liked. 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.
The Three Best Marketing Questions I've Ever Heard
December 06, 2020 00:00 - 47 minutes - 32.6 MBLike the show? Send us a text message on what you liked. 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.
Profiting from Innovation Engineering
December 06, 2020 00:00 - 47 minutes - 32.6 MBI 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.
Bonus Episode - 5 Cybersecurity Holiday Shopping Tips
November 28, 2020 06:00 - 14 minutes - 9.7 MBRetired 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.
5 Cybersecurity Shopping Tips
November 28, 2020 06:00 - 14 minutes - 9.71 MBLike the show? Send us a text message on what you liked. 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.
Could Your Business be a Cybercrime Target?
November 28, 2020 01:00 - 1 hour - 46 MBLike the show? Send us a text message on what you liked. 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.
Former FBI Agent Explains Cybercrime
November 28, 2020 01:00 - 1 hour - 46.1 MBThis 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.
Your Exposure to Cybercrime Risk is High
November 28, 2020 01:00 - 1 hour - 46.1 MBThis 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.
A CFO's Introduction to Cybercrime
November 28, 2020 01:00 - 1 hour - 46.1 MBThis 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.
A CFO Turns Fantasy Football Into a Business
November 21, 2020 02:00 - 44 minutes - 30.9 MBLike the show? Send us a text message on what you liked. 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.
A CFO is Introduced to Fantasy Football
November 21, 2020 02:00 - 44 minutes - 30.9 MBBob 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.
CFOs and CPAs Play Fantasy Football Too
November 21, 2020 02:00 - 44 minutes - 30.9 MBBob 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.
What's Your And?
November 15, 2020 02:00 - 56 minutes - 38.8 MBLike the show? Send us a text message on what you liked. Do you have an and? That is, what do you do outside of work? That's the topic we explore with John Garrett, a former PwC internal auditor in M&A who then became a stand-up comedian. Today, he's a public speaker and consultant with a specialty in improving business cultures. He's also the author of the book, What's Your And?
Is Executive Coaching Overrated?
November 14, 2020 21:00 - 46 minutes - 32.2 MBLike the show? Send us a text message on what you liked. Business coaching is a $15 billion industry, so CFO Bookshelf wants to know if executive coaching is overrated and over-prescribed. The no-name CFOs address those questions and more along with a very special guest who is relatively new to the industry.
Millions Are Learning Business Through this Online Game Simulation
November 07, 2020 18:00 - 48 minutes - 33 MBLike the show? Send us a text message on what you liked. I had no idea that the GoVenture suite of online business simulations even existed. Millions of players have learned the basics of business along with strategy, marketing, sales, operations, finance, and accounting through weaving their way through these realistic simulations. Our guest is Mathew Georghiou, the CEO and founder of MediaSpark, the creator of the GoVenture games. We talk about the origin of the game and who the intende...
A Startup CEO's Journey
October 30, 2020 23:00 - 1 hour - 42.5 MBLike the show? Send us a text message on what you liked. Startup expert Brett Fox is the author of Learn How to Take a Punch. In our interview, he discusses team building, culture, raising VC funds, when to scale and when not to and, product-market fit leading indicators.
Brett Fox Discusses the Startup CEO's Journey
October 30, 2020 23:00 - 1 hour - 42.5 MBStartup expert Brett Fox is the author of Learn How to Take a Punch. In our interview, he discusses team building, culture, raising VC funds, when to scale and when not to and, product-market fit leading indicators.
Adam Coffey Demystifies Private Equity
October 24, 2020 20:00 - 1 hour - 44 MBLike the show? Send us a text message on what you liked. In the next four years, CEO, author, and private equity expert Adam Coffey will be creating $2 billion in new wealth for his investors through just 6 initiatives with only a small team while maintaining a great culture of 3,000 employees. Adam is also the author of The Private Equity Playbook.
Open Book Management and Financial Transparency
October 17, 2020 00:00 - 53 minutes - 36.6 MBLike the show? Send us a text message on what you liked. You've probably heard the term Open Book Management, but what if you could hear Board members of a successful company talk about this practice that's been used for nearly 10 years. In this episode, we talk with the founder and CEO of PFSbrands based in Missouri where topics include financial huddles. the book Keeping Score with Gritt, a strong company culture, core values, customer service, and the power of critical data made availab...
A Deep Dive into Open Book Leadership and Financial Transparency
October 17, 2020 00:00 - 53 minutes - 36.6 MBYou've probably heard the term Open Book Management, but what if you could hear Board members of a successful company talk about this practice that's been used for nearly 10 years. In this episode, we talk with the founder and CEO of PFSbrands based in Missouri where topics include financial huddles. the book Keeping Score with Gritt, a strong company culture, core values, customer service, and the power of critical data made available to team members on a daily basis.
Private Equity and A Simple Model
October 11, 2020 22:00 - 1 hour - 41.5 MBLike the show? Send us a text message on what you liked. We've been a long-time fan of Peter Lynch who has created the Excel-based, A Simple Model. Peter brings an uncanny ability to teach and elevate the skills of those wanting to build financial models through his growing platform.