#193 Navigating My First Fundraise as Group CFO with Vineta Bajaj https://open.spotify.com/episode/3AhymCRjlMx44VZFkFNdUu In this episode, we are honored to have Vineta Bajaj, the Group CFO of Rohlik Group and former executive at Ocado, as our guest. Vineta opens up about her personal and professional experiences across diverse environments, stressing the importance of owning one’s space and maintaining authenticity. Her insights are not only inspiring but also provide practical advice for navigating the complexities of leadership in today’s fast-paced business landscape. Kevin enriches the ..read more

#192 Is Confidence Overrated? with Susana Serrano Davey https://open.spotify.com/episode/4kj5iP83OcB12YfnrfDHqh In this latest episode, Kevin Appleby is joined by Susana Serrano-Davey, a renowned speaker and expert in personal development, to delve into the pervasive issue of confidence challenges that many individuals face in both personal and professional settings. This episode is particularly insightful as it addresses the unique hurdles that women often encounter regarding confidence. Susana brings a wealth of experience and knowledge to the table, offering practical strategies to combat ..read more

#191 Rebuilding value after an administration with Oliver Lee Oliver Lee, the CFO at Flash Pack, sits down with Kevin Appleby to discuss his career journey and the challenges of leading a travel start-up through the COVID-19 pandemic. The discussion begins with Oliver’s background in public accounting and a previous start-up role that did not unfold as planned. Oliver recounts Flash Pack’s impressive growth trajectory prior to the pandemic, scaling from inception to over $20 million in revenue within a few years. However, the onset of COVID-19 necessitated a shift to “survival mode,” entailing ..read more

#190 Developing the next generation of leaders with Dan Silberberg Leadership development is crucial in today’s rapidly changing business landscape. Guest speaker Dan Silberberg, CEO and Founder of ENTELECHY.Al, a premier provider of customized leadership development programs, joined host Kevin Appleby for the discussion. Silberberg, a highly experienced executive with a proven track record of transforming operations across multiple industries, outlined the evolving demands placed on leadership. They noted the shift from the hierarchical structures prevalent in the 20th century workplace to to ..read more

Kevin Appleby and Rachel Anevski discuss the importance of collaboration between the CFO and HR departments for organizational development and infrastructure. Rachel emphasizes the crucial role of HR in providing fractional human resource executives to support business growth. They also cover the roles of CFOs and CHROs in managing people and payroll, emphasizing the need for a separate role to handle these aspects of the business. They also discuss the urgent need for finance teams to adapt to digital transformation, AI, and an aging workforce, highlighting the importance of reskilling and up ..read more

Kevin Appleby and Lee share their insights on navigating the sales world, emphasizing the importance of listening, enthusiasm, and adaptability. They discuss their career paths and the value of relating to customers and understanding their needs. The conversation also covers the evolution of invoicing from traditional methods to digitalization, the importance of standardizing business processes to streamline operations, and the potential for cost savings and improved cash flow through technology and strategic partnerships. Key topics covered include: Lee’s career journey from art school to sa ..read more

Kevin Appleby and Bill Genovese discussed the convergence of digital technologies between the CFO and CEO/IO roles, emphasizing the importance of collaboration between these two roles. Kevin Appleby and a Unknown Speaker later discussed the importance of cost avoidance, cybersecurity, and cultural change in navigating digital transformation, highlighting the need for organizations to adapt to new technologies and ways of thinking. Both conversations emphasized the value of collaboration and sharing experiences to better navigate the complexities of digital transformation. Key topics covered in ..read more

Greg Kautz and Kevin Appleby discussed the challenges of lease accounting and the need for technology to streamline these processes. Greg highlighted the benefits of automating lease accounting, while Appleby questioned the need for separate accounting rules for lessees and lessors. Later, the pair discussed the benefits of leasing assets for business growth, emphasizing the importance of considering leasing as an option for expansion. Finally, they discussed the challenges of fundraising in the current market, with Greg sharing their company’s journey and Appleby providing insights on market ..read more

Catherine Clark and Kevin Appleby discussed the importance of addressing personal and professional growth through holistic mentoring, emphasizing the role of emotional intelligence in decision making and relationship dynamics in business. Catherine is head of mentoring at GrowCFO. She frequently supports her mentees when they need to have a difficult conversation. Key topics covered include: Catherine Clark’s holistic approach to mentoring, which involves unlocking a mentee’s personal potential and limiting beliefs to enable professional success. The importance of self-care, resilience, and m ..read more

Stephen Campbell, founder and chief solution architect at MacroFin, joins Kevin Appleby to discuss best practices for ERP implementation success. They share their experiences transitioning from accounting to technology consulting and implementation. Key topics covered include: Common challenges clients face when outgrowing systems like Xero and the decision process for selecting a new ERP Best practices for vendor selection and simplifying often lengthy and complex RFP processes Tips for effective project scoping and limiting implementation risks through shorter 90-day phases Emphasis on user ..read more