Upside/Downside - poor profits and cash flow got you down? artwork

Upside/Downside - poor profits and cash flow got you down?

35 episodes - English - Latest episode: 3 months ago - ★★★★★ - 3 ratings

Poor profits and cash flow got you down?

My name is Matt Cooley and value creation has always been central to my career, from start-ups to multi-billion-dollar product lines.  As a finance executive at successful companies, I've noticed a thing or two about what creates versus destroys value.   In this podcast, finance business partners, managers and business owners learn techniques and common sense strategies to grow profits and cash flow.

Follow Upside/Downside on your favorite podcast platform today and join me and my esteemed pals as we explore value creation and share a few laughs on the way to higher profits and cash flow.

If your organization needs more customized assistance, I sometimes accept brief consulting engagements that can be performed after hours such as:

-Reviewing business plans

-SWOT analyses

-Listening to your business challenges and discussing possible solutions


All revenues after taxes earned from consulting engagements are donated to registered charities working on challenges in the United States. 


Contact me on LinkedIn or at [email protected].


I wish you the best on your value creation journey!


Matt Cooley

Careers Business value creation finance business partner profits cashflow upside downside cfo
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Episodes

Cybersecurity Strategies That Drive Profits and Cash Flow

February 06, 2024 12:00 - 20 minutes - 14.5 MB

Upside/Downside is a podcast about value creation and the strategies finance and business leaders can use to grow profits and cash flow.  I'm your host, Matt Cooley.  In this episode, information security executive David de Martin joins me to analyze the many threats businesses face, and how adaptive tools like Calamu can neutralize those threats while growing your profits and cash flow through competitive advantage. From threat Prevention to Detection to Response, what should value-focus...

Are You Ready for AI in 2024? Our Predictions

January 09, 2024 12:00 - 22 minutes - 15.5 MB

Welcome!  Upside/Downside is a podcast about value creation, and how finance business partners, managers and business owners like you can grow your profits and cash flow.  I'm your host, Matt Cooley.  In this episode, Tommy Huynh returns and we share our predictions how AI will impact businesses and people in 2024.  Referencing new stats and reports from respected third parties, we make our cases and challenge each other's assumptions. What minimum skills will be required?  Will investmen...

The Democratization of AI for Small & Medium Businesses

November 07, 2023 13:00 - 17 minutes - 11.8 MB

Upside/Downside is a podcast about value creation, and how the actions we take affect profits and cash flow.  I'm your host, Matt Cooley.  In this episode, Tommy Huynh joins me to explore the democratization of AI and how SMBs in particular can increasingly take advantage. From sales battlecard creation to low code/no code customer service chatbots, use cases abound if you know the problems you want to solve.  Get ready to accelerate your value creation curve on this episode of Upside/Do...

Track This Indicator for Coming CFO Turnover

October 24, 2023 12:00 - 19 minutes - 13.6 MB

Upside/Downside is a podcast about value creation, and how the actions we take affect profits and cash flow.  I'm your host, Matt Cooley.  Executive recruiter, coach, and company founder Samuel Dergel returns for a super informative update on the market for CFOs. Why is the opportunity pipeline about to increase?   What functional skills are most important?  Are you ready for that Saturday call from the Board? We cover a lot of ground, plus a corny joke.  Time to make the uncomfortable c...

This episode: Mammoth meatballs + Consumer prices in US vs Europe

April 25, 2023 11:00 - 21 minutes - 15.1 MB

Upside/Downside is a podcast for finance and business geeks about the hard work of value creation with a dose of humor thrown in for good measure.  I'm your host, Matt Cooley.  Panelists Dana Price and Sami Akbay join me to discuss the cultivated meat and meat substitute industries.  Sustainability, ethics and taste are all on the value creation menu.   Ready for dinner? Then we move on to consumer prices in the US vs Europe.    From mobile plans to pharmaceuticals to live concerts, it ca...

This episode: When your bank implodes + Tipping gone mad!

April 18, 2023 11:00 - 23 minutes - 15.9 MB

Upside/Downside is a podcast for finance and business geeks about the hard work of value creation with a dose of humor thrown in for good measure.  I'm your host, Matt Cooley.  Panelists Dana Price and Sami Akbay join me to discuss the recent banking debacle at Silicon Valley Bank and how value creation goes hand in hand with avoiding value destruction.   Do you know where your money is tonight? Then it's about tipping practices gone mad.   Technology, fear of embarrassment and oh yeah, a...

This episode: Variable Pricing & Conversational AI

February 28, 2023 12:00 - 23 minutes - 16.3 MB

Upside/Downside is a podcast for finance and business geeks about the hard work of value creation with a dose of humor thrown in for good measure.  I'm your host, Matt Cooley.  Panelists Dana Price and Sami Akbay join me to discuss variable pricing models, and why we should expect wider adoption going forward.  Is P x Q just a distant dream? Then we turn our attention to conversational artificial intelligence.  As the technology moves into a generative phase, will there be anything left f...

This episode: Autonomous Restaurants, Buy-Now-Pay-Later

November 01, 2022 11:00 - 21 minutes - 15 MB

Upside/Downside is a podcast for finance and business geeks about the hard work of value creation with a dose of humor thrown in for good measure.  I'm your host, Matt Cooley.  In this episode, panelists Dana Price and Sami Akbay join me to explore the coming roboticization of the restaurant industry.  Quick-serve formats in particular (or should it be Quick-bytes?) are poised for a productivity boost.  But who might get left behind and how important is the human element to the everyday co...

This espisode: Amazon Fresh & Trouble in Streaming Land?

August 09, 2022 11:00 - 19 minutes - 13.3 MB

Upside/Downside is a podcast for finance and business geeks about the hard work of value creation with a dose of humor thrown in.  In this episode, panelists Dana Price and Sami Akbay join me to nosh over Amazon Fresh and its impact on profits and cash flows.  Do we really have to bag our own groceries? Then we dig into recent challenges faced by streaming companies and discuss whether a return to bunny ears and tin foil is inevitable. Join us for an informative and entertaining 19 minut...

This episode: transparency in healthcare costs, and venture capital firms take a pause

July 26, 2022 11:00 - 22 minutes - 15.5 MB

Upside/Downside is a podcast about the hard work of value creation with a dose of humor thrown in.  Panelists Dana Price and Sami Akbay join me to discuss two recent news stories:  health insurers must now report publicly what they pay for every item and procedure, and venture capital firms pull back as the longest bull market ever becomes a distant memory.  What does all this mean for companies, investors and regular everyday people?   We also take a question from an entrepreneur considerin...

Less Sriracha and more Oracle? The panel talks value creation.

June 28, 2022 12:00 - 16 minutes - 11.1 MB

Panelists Dana Price and Sami Akbay join me in a discussion of value creation upsides and downsides of two recent news events.  First, what has happened to the Summer supply of sriracha, and how will we possibly cope?  Then we explore Oracle's acquisition of Cerner and what that could mean for value drivers in healthcare.  We round off the episode with advice to a CFO pondering the use of crypto currency.  Join us for this fun 16-minute investment in your skills as a Finance Business Partner...

Less Sriracha and more Oracle? The panel talks value creation.

June 28, 2022 12:00 - 16 minutes - 11.1 MB

Panelists Dana Price and Sami Akbay join me in a discussion of value creation upsides and downsides of two recent news events.  First, what has happened to the Summer supply of sriracha, and how will we possibly cope?  Then we explore Oracle's acquisition of Cerner and what that could mean for value drivers in healthcare.  We round off the episode with advice to a CFO pondering the use of crypto currency.  Join us for this fun 16-minute investment in your skills as a Finance Business Partner.

The Last Acceptable Bias in the Workplace?

November 30, 2021 11:00 - 14 minutes - 9.99 MB

We've covered early stage career strategies in previous episodes of Upside/Downside.  This time, George Pastidis, Head of Sales Enablement Programs at Ericsson, joins me to talk about age bias in the workplace and strategies for thriving later in your career.  With a long history selling to multinational companies, coaching sales executives, and publishing the very insightful blog GeorgeTalkSales, George also shares why a growth mindset is critical.  Listen in! Thank you for listening and p...

Fixing the Broken Links in Your Supply Chain

November 02, 2021 10:00 - 12 minutes - 8.7 MB

Supply chain professional, Marc Rancourt, joins me in this episode to share key lessons learned from the last year and a half, and the role Finance Business Partners play in building resiliency and value creation into this complex part of the business.  It's going to take time, but your ship will come in!  Join us. Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs customized assistance, I may be able to h...

How Hot is the Market for CFOs? Really Hot.

September 21, 2021 11:00 - 18 minutes - 12.9 MB

Almost like a long, rolling earthquake, bedrock changes are underway in the job market and it's no different for the CFO role.  Everyone seems to be looking.  Samuel Dergel of Dergel Executive Search joins me to discuss this phenomenon, what skills are most in-demand, and how CFOs are finding their next gigs.  We also cover what aspiring CFOs should be doing to prepare for their turn in the seat.  Grab onto something as we unpack this seismic topic on this episode of Upside/Downside. Thank ...

Ensuring Your Advice is Solid When Using Self-Service Data Analytics

September 07, 2021 10:00 - 16 minutes - 11.3 MB

Data analytics has moved quickly into the realm of self-service.  How do Finance Business Partners know the models, dashboards and advice they are providing are reliable?  Assistant Professor Gregory Kogan returns to Upside/Downside to talk about integrity of output, and to share insights from a new book he has co-authored, "Self-Service Data Analytics and Governance for Managers" published by Wiley.   Join us! Thank you for listening and please tell your friends about Upside/Downside - a p...

"Should I work at a start-up or an existing company?"

June 01, 2021 11:00 - 20 minutes - 14.2 MB

Finance Business Partners face this question early on and throughout our careers.  Nick Mitrakis, Senior Vice President, Corporate Controller at WSP USA joins me to explore the pros and cons of these two supposedly dichotomous paths, and how it really boils down to what motivates you as an individual.   Spoiler alert:  Relax! You can explore both paths while building a great career.  Questions were generously submitted by students of Assistant Dean, Chris Bates and Professor Glenn Tyranski a...

Practical Fintech Use Cases for CFOs with Todd Feldman, Associate Professor of Finance at San Francisco State University

April 19, 2021 21:00 - 17 minutes - 11.8 MB

From working capital and contract management use cases to Bitcoin as a treasury asset to Star Trek TNG and the future of currencies, we cover some fun ground in this episode of Upside/Downside.  Todd Feldman, Associate Professor of Finance at San Francisco State University, shares how fintech is becoming practical and why CFOs need to pay attention.   Welcome!  Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization ...

Things Digital, with Chang Xia, Assistant Professor of Finance at St Francis College

April 13, 2021 12:00 - 20 minutes - 14.2 MB

As things digital become the new norm,  what does this mean for how we learn, how we analyze data and how we as Finance Business Partners advise our organizations?  I explore these questions and more with guest Chang Xia, Assistant Professor of Finance at St Francis College in Brooklyn.  Listen in! Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs customized assistance, I may be able to help. All revenues...

Protecting Value From Your Data Analytics with Greg Kogan, Assistant Professor at Long Island University

April 06, 2021 12:00 - 15 minutes - 11 MB

As self-service data analytics tools become more mainstream, how do Finance Business Partners know their outputs are accurate?  Greg Kogan, Assistant Professor of Accounting at Long Island University, shares how governance frameworks are critical to protecting value from our data.  Greg also shares how college curriculum is changing to ensure higher productivity and a focus on interpretation of data rather than just aggregation.  And he offers several steps Finance Business Partners can take...

Career Questions from Students of Professor Chang Xia, St. Francis College, Brooklyn

March 01, 2021 13:00 - 13 minutes - 9.45 MB

Mitch Peipert, CFO of Thomasnet, returns to Upside/Downside to help me answer career questions from students of Professor Chang Xia at St. Francis College in Brooklyn.   From navigating the transition into your first job to why continuous learning is so important, we share our thoughts and remind you to take a deep breath and enjoy the journey.  Join us! Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs c...

Preparing for a Great Career with Nerma Kolenovic, Student at St. Francis College, New York City

January 26, 2021 13:00 - 9 minutes - 6.94 MB

Fascinated by numbers from an early age, Nerma Kolenovic, student at St. Francis College in New York City, shares how determination and being deliberate in the steps you take can push anyone towards a bright career.  We'll also hear what Nerma and her friends talk about when they get together after class, and why you should start training your opposite hand how to use the mouse!  If Nerma is any indication, the next generation will take the Finance Business Partner role to new heights.   Joi...

What Companies Need in a CFO with Samuel Dergel, Founder & Principal at Dergel Executive Search

January 12, 2021 13:00 - 19 minutes - 13.6 MB

Welcome to Season 2 of Upside/Downside!  Samuel Dergel, Founder & Principal of Dergel Executive Search, shares what companies are looking for in a CFO/Finance Business Partner, why you need to be a people person, and how to deliver value at every stage of your career.  Straighten that collar and listen in. Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs customized assistance, I may be able to help. All ...

Data-Driven Decisions with Alex Kotlyarevsky, Vice President of Finance at Maxx Properties

December 29, 2020 13:00 - 18 minutes - 13 MB

In this episode, Alex Kotlyarevsky, VP of Finance at Maxx Properties, compares the recent real estate market to flying a plane.  Monitoring real-time metrics and making timely, fact-based course corrections drive value.  Getting there requires digital and cultural transformations that will ultimately separate winners from losers.  Forward-thinking Finance Business Partners are in the cockpit.  Fasten your seat belts and let's go! Thank you for listening and please tell your friends about Up...

Finance Business Partner as Navigator with Nick Mitrakis, SVP & Corporate Controller at WSP USA

December 15, 2020 13:00 - 16 minutes - 11.3 MB

What are the most critical skills for Finance Business Partners that support very large and visible civil engineering projects?   Nick Mitrakis, SVP & Corporate Controller at WSP USA, shares the cornerstones of good project management and how Finance Business Partners need to step up in a world where our function is increasingly at the intersection of everything.  Join us! Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your o...

Two Perspectives on Value Creation with Peter Wise, Retired Rocket Scientist & Former Soup Kitchen Director

November 13, 2020 01:00 - 14 minutes - 9.96 MB

We all want to allocate capital where we anticipate maximum returns.  But how you measure those returns depends on your mission.  In this episode, hear why Peter Wise felt compelled to leave his high tech job building satellites and enter a completely different world as Soup Kitchen Director.  Peter also offers a word to the wise (pun intended) on career resiliency for Finance Business Partners.  Five, four, three, two, one...! Thank you for listening and please tell your friends about Upsi...

The Intersection of Value Creation & Industry 4.0 with Dave Sackett, CFO of ULVAC Technologies

October 20, 2020 13:00 - 16 minutes - 11.3 MB

What are the tools enabling Industry 4.0 and how should Finance Business Partners incorporate their promises into a broader value creation strategy?   CFO and Industry 4.0 Advocate Dave Sackett, shares the first application at his company, and why filtering a broad variety of information is critical to narrowing down the solutions you really need.  Dave also explains how these solutions are no longer the exclusive domain of large companies as SMBs also start feeling the benefit.  Listen in! ...

Moving Beyond Tablestake Skills with Andrej Suskavcevic, President & CEO of Financial Executives International

October 13, 2020 12:00 - 11 minutes - 8.22 MB

With a heritage dating back 88 years, Financial Executives International (FEI) has been providing generations of finance professionals with a strong community for networking, learning and professional growth.  In this episode of Upside/Downside, Andrej Suskavcevic, President & CEO of FEI, shares how Finance Business Partners are really in the relationship business, and the days of getting by with technical and cost-cutting skills alone are gone.  We also discuss why professional associations...

Finding Your Village with Thea Dwelle, Founder & Principal at Vine Wire Consulting

October 07, 2020 13:00 - 12 minutes - 8.4 MB

What if you are your own Finance Business Partner?  And what if you were able to combine your love of technology and wine into a viable business?  In this episode, we explore value creation from the perspective of an entrepreneur and business owner. Thea Dwelle, Founder & Principal at Vine Wire Consulting, shares her insights on making business decisions when the buck starts and stops with you, what customers are really buying when they introduce a new technology, and why Finance Business Pa...

Putting your Career in High Gear with Alyssa Gelbard, Founder & President of Point Road Group

September 22, 2020 13:00 - 20 minutes - 14.1 MB

Managing our careers for long-term resilience takes time and effort.  In this episode of Upside/Downside, Alyssa Gelbard, Founder & President of Point Road Group, tells us to fight through our Zoom fatigue, keep building our networks, and to show empathy towards others.  Alyssa also explains why a lot of things can come next after a Finance Business Partner role and offers strategies to keep growing.  Rev your engines and tune in! Thank you for listening and please tell your friends about U...

Building Sustainable Value Creation with Riccardo Govender, Customer Unit Controller at Ericsson

September 15, 2020 13:00 - 19 minutes - 13.4 MB

From his first job as a kid mowing lawns to today's role as Customer Unit Controller at Ericsson, Riccardo Govender shares how understanding the business and the flow of money are fundamental skills for Finance Business Partners.  And improving your ability to listen, observe and be courageous will complement your impact.  Riccardo joins from sunny Johannesburg, South Africa.  Listen in! Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creat...

Foundational Truths with Cliff Merchant, Finance Manager at ForeScout Technologies

September 08, 2020 16:00 - 18 minutes - 12.8 MB

What are those foundational truths of Finance Business Partnership that persist across roles, companies and industries?  Cliff Merchant, Finance Manager at ForeScout Technologies, shares his insights on what makes a strong relationship with your partner, and how to grow our arsenal of skills for the road ahead.  Welcome! Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs customized assistance, I may be abl...

Serving the Underserved with Dana Price, CFO at Kenzie Academy

August 27, 2020 17:00 - 13 minutes - 9.4 MB

When you're a mission-driven early stage tech company headquartered in the heartland, does it change the fundamental skills you need as a Finance Business Partner?  Not exactly, but you'd better be comfortable wearing extra hats.  Dana Price, CFO of Kenzie Academy, shares smart career hacks for Finance Business Partners and how a strong network can propel your success at any career stage.  Listen in! Thank you for listening and please tell your friends about Upside/Downside - a podcast abou...

Partnership is the New Leadership with Vidya Krishnan, Chief Learning Officer at Ericsson

August 25, 2020 19:00 - 18 minutes - 12.6 MB

We cover a lot of fascinating ground in this episode about learning.  Vidya Krishnan, Chief Learning Officer at Ericsson, shares what makes learning stick, how to build and grow an effective learning plan, and how to prepare for the future of Finance Business Partnership.  Oh yeah, we also cover the future of Earth!  Join us.  Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs customized assistance, I may ...

The Future of the Finance Business Partner with Mitch Peipert, CFO

August 20, 2020 20:00 - 6 minutes - 4.44 MB

Mitch Peipert, CFO of Thomas, one of New York City's longest continuously operating companies, joins podcast host Matt Cooley in a discussion about value creation and the key skills required of Finance Business Partners at today's leading companies.  What skills matter, how to deal with change and the future of the role are all on the table. Thank you for listening and please tell your friends about Upside/Downside - a podcast about value creation. If your organization needs customized ass...