Adeel Mushtaq is a dynamic professional specializing in investment management and treasury, boasting extensive experience in finance, operations, and business transformation ..read more

GUEST BIO Jeremy Foster is Chief Financial Officer at Austin-based Talroo.com, the data-driven job and hiring event advertising platform that helps businesses reach the candidates they need to build their essential workforce. He has more than 15 years of experience as a senior executive, primarily in the technology and banking arenas. He’s been CFO or COO for 3 Inc. 5000 companies, two of which have made the Inc. 500, and all three have been recognized by the Austin Business Journal as among “Austin’s Best Places to Work.” At Kasasa, he guided strategy for a $25B bank product portfolio, manage ..read more

GUEST BIO Sam Gupta is a leading ERP thought leader with almost 20 years of experience in digital transformation, focusing on financial systems and ERP. As the #1 thought leader in the ERP category on Thinkers 360, Sam has contributed to large transformation projects for Fortune 500 companies and now works with SMEs as a Principal Consultant at ElevatIQ. He regularly shares his insights at industry events, blogs, publications, and hosts the WBSRocks podcast, where he chats with top influencers and executives about digital transformation and business growth. KEY TAKEAWAYS Sam points out that th ..read more

GUEST BIOStefanie Krievins is a trained coach and facilitator with a background in HR consulting, executive and business coaching, nonprofit management, and process and systems design. She is the host of the "Hot Mess Hotline," a podcast for ambitious leaders aspiring to reach the C-suite. Throughout her career, Stefanie has collaborated with organizations ranging from 5 to 1,500 employees across various sectors to develop business plans, strategize, provide training and development, and implement CRM solutions. Stefanie holds a certification in solution-focused methodology from Erickson Inte ..read more

GUEST BIO Jack Sweeney is host and creator of the CFO Thought Leader Podcast, a popular Apple podcast and author of THE CFO YEARBOOK, 2022. A career business journalist, Jack is today a senior contributing writer to Forbes.com and was the recipient of the Excellence in Financial Journalism Award 2018 by the NYSSCPAs. He is the former editor in chief of Business Finance Magazine (Penton Media) and the founding editor (and former editor in chief) of Consulting Magazine (ALM Media). He served as editor of Integration Management and Washington Technology (The Washington Post Cos.) Prior to the Pos ..read more

Dr. Bill Conerly connects the dots between the economy and business. He is a business economics consultant, a Senior Contributor to Forbes, and holds a Ph.D. from Duke University. He has worked in economics and corporate planning at two Fortune 500 corporations and a major bank, where he was a senior vice president. In this conversation, Nick interviews Dr. Bill Conerly, a business economics consultant who helps business leaders understand how the economy is impacting them. Dr. Conerly works with CFOs in corporate America, providing forecasting and suggesting items that should be on their to ..read more

Manish Gupta is a highly experienced hotel manager with over 15 years in the industry. He is a strong leader known for making tough decisions while considering human emotions and fairness. He has successfully navigated hotels through challenging times by managing cash flow, implementing innovative sales and marketing strategies, and maintaining customer satisfaction and employee morale. Manish has expertise in implementing systems such as ERP, management reporting, and financial planning and analysis. He is dedicated to learning and development, innovation, and creating business growth opportu ..read more

Melissa Leon is an author and co-owner of Two Sense Consulting. With over 20 years of experience in corporate finance, Melissa is passionate about helping other ambitious women with financial literacy and time management. As a mother of three and small business owner, she has firsthand experience balancing various responsibilities and is skilled at guiding others in doing the same. In this podcast interview, Melissa talks about her mission to help small business owners with financial literacy. Her company offers services such as bookkeeping and teaching owners how to read and interpret financ ..read more

Ruchi Kasliwal has a career characterized by her ability to build and lead finance and accounting teams from the ground up. She is driven by a passion for making finance organizations key partners within companies and fostering collaboration across departments. Her dedication and hard work have enabled her to achieve great success in building scalable and successful companies that optimize both human and system resources. Kasliwal has the distinction of taking two companies public and has earned recognition in the industry for her resilience and perseverance in building strong and empathetic t ..read more

Kenny Jen is a member of Pilot's CFO Services, where he advises startups at various stages on finance, fundraising, and strategy.  Before joining Pilot, Kenny managed product development, supply chain, and strategic finance for a consumer goods startup in Los Angeles. Before that, he was an investment associate at a venture capital fund.  Kenny has consulted companies in a wide range of industries, including health and wellness, SaaS, CPG, marketplaces, and retail. In this episode, Kenny speaks about the role of finance and the CFO. He believes the role has changed over the last 5 ..read more