In 2021, CFO Bookshelf published 51 episodes. In this show, we reveal the top ten that were the most downloaded across various podcast channels. We'll also share the producer's picks which comprise authors who are considered thought leaders in their fields across the globe. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Jan 22, 2022•1 hr 6 min•Season 1Ep. 90
CFO Bookshelf loves The Soul of Enterprise weekly podcast hosted by Ed Kless and Ron Baker. In this conversation, we go behind the scenes with Ed Kless on how the show was created, how they prep for each weekly live show, and some of their favorite guests. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Jan 15, 2022•58 min•Season 1Ep. 89
Oscar Wallace is my second-favorite accountant in the movies, and you may remember him from The Untouchables . Tiffany Couch and Oscar share one thing in common--they both use the science of numbers to find theft and wrongdoing. Tiffany is a long-time forensic accountant, and she's the author of, The Thief in Your Company . Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Jan 08, 2022•42 min•Season 1Ep. 88
We read 109 books in 2021, and in this episode, we'll share our Top 10 along with some bonus selections. Find out three of the top CEOs ever in American business. Learn why start-up founders have lonely jobs. What is the best book ever written on finance? The answers are found in this very special episode. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Dec 31, 2021•1 hr 4 min•Season 1Ep. 87
While you may not recognize the name, Steve Bailey is one of three people I would enshrine immediately into a financial modeling hall of fame if one existed. Steve is a long-time financial modeling expert and he's the founder of Model Metrix, a firm providing modeling-as-a-service and integrated business planning design work. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Dec 18, 2021•54 min•Season 1Ep. 86
When you think of agile you probably think of software development. How about for M&A activities? Kison Patel is the author of Agile M&A and M&A Tactics . He's also the founder and CEO of DealRoom. In this show, we talk about the mindset, methods, and technology of agile M&A. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Dec 11, 2021•35 min•Season 1Ep. 85
Whether you love the Beatles, are a casual fan, or don't care for them, the first thought that probably pops from your mind when you hear this group's name is a famous band and one where you know all the members - Paul, John, George, and Ringo. Here's assuming you never think of the terms economics, entrepreneurship, human capital, innovation, venture capital, and management. In this show, we hear from Sam Staley as he talks about the big ideas from his book, The Beatles and Econo...
Dec 04, 2021•41 min•Season 1Ep. 84
Bolanle (Bola) Williams-Olley took a circuitous route to her CFO position and also received much help along the way. Now she's doing what she can to help others in becoming the best version of themselves. Bola is also the author of Build Boldy where she tells the story of starting her accounting career with a math background in the architectural industry. Today, she is the CFO for the architectural design firm, Mancini Duffy where she is also a part-owner. Health Supplement Business Mastery...
Nov 27, 2021•45 min•Season 1Ep. 83
There are millions of obscure names of the men and women behind every label of the food we buy at our local grocery stores. While some of these stories are sad and despairing, others are inspiring. Benjamin Loor lifts humanity through this special book, The Secret Life of Groceries . In this episode, we hear about three of the people Ben wrote about in this book that's part entrepreneurialism and part social sciences. Health Supplement Business Mastery Grow your dietary supplement D2C eComm...
Nov 20, 2021•41 min•Season 1Ep. 82
My favorite books are narrative non-fiction which can inform, inspire, and entertain. When the book possesses all of these traits, we have a special book. And that's what we have with Mark Paul's book, The Greatest Gambling Story Ever Told. At times, the book reads like fiction, but it's not. The book includes an NFL owner who wanted to swap his Chargers for horses, a horse trainer who acted like a CFO, a horse racing track tied to a drug cartel, and a horse named, Winning Colors....
Nov 12, 2021•48 min•Season 1Ep. 81
I've been a Patrick Lencioni fan for years. His last book is The Motive and it was released during COVID. Is it his best book? Why did he write it? Where does it fit with his other great books? Brian Jones is a friend of Lencioni and one of the consultants for the author's Table Group consulting arm. Brian provides a great perspective to these questions and more. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spo...
Nov 05, 2021•45 min•Season 1Ep. 80
Before Moneyball, we had Finley Ball. While Finley ball lacked the analytics brought to us by Moneyball in the same baseball city of Oakland, California, Finley Ball was about color, magical moments at the ballpark, and improving the product for the fan while still producing a winning product on the field. Our guest is the niece of Charlie Finley who owned the Oakland A's. Nancy Finley's book is appropriately entitled Finley Ball . Health Supplement Business Mastery Grow your dietary s...
Oct 30, 2021•39 min•Season 1Ep. 79
If you are looking for a clear and concise explanation of ESOPs, then you'll enjoy listening to Jess Helvick of First International Bank and Trust. Jess is an ESOP expert who explains these benefit plans simply and with impact. During this conversation, we address the what, why and who of ESOPs. We examine three commonly-held myths surrounding ESOPs. We also look at the before, during, and after implementation activities of ESOPs. Health Supplement Business Mastery Grow your dietary supplem...
Oct 22, 2021•43 min•Season 1Ep. 78
Is Atomic Habits by James Clear overrated? And, is Atomic Habits worth reading? I’ve asked my friend and fellow CFO, Bruce Reed of PracticeLink to go all bookclub in this discussion. We answer these questions and hit our favorite big ideas in the book. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Oct 16, 2021•39 min•Season 1Ep. 77
Dealing or coping with change is one of the most difficult challenges for any financial leader to come to grips with - either for themselves or those they lead, mentor, or coach. Rick Maurer is the author of Beyond the Wall of Resistance which includes important constructs like the three levels of resistance and the change cycle. During this conversation, Rick provides advice and guidance on how to address change in the workplace Health Supplement Business Mastery Grow your dietary supplement D2...
Oct 09, 2021•56 min•Season 1Ep. 76
Shannon Susko might be the most energetic business consultant I've ever met thanks to her infectious enthusiasm and deep understanding of how to scale a business toward achievable and positive results. Shannon has successfully started and sold two businesses and now runs a consulting firm that includes a pillar framework called 3HAG Way which is the topic of this discussion. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts &nb...
Oct 02, 2021•44 min•Season 1Ep. 75
If you liked the book, Barbarians at the Gate , then you'll like The Ceasars Palace Coup . Max Frumes is one of the co-authors of the book, and we learn more about what went wrong when the investors levered Harrah's with nearly $27 billion in debt when they took the gaming business private. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Sep 25, 2021•39 min•Season 1Ep. 74
Probably everything you know about setting goals and how to achieve them rests on the research of Dr. Edwin Locke and Gary Latham in the 1980s. Dr. Edwin Locke is also the author of the underrated book The Prime Movers which is as good if not better than Good to Great . In this show, we talk about Dr. Locke's pioneering research on the theory of goal setting along with the men and women who are wealth creators. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce bu...
Sep 18, 2021•52 min•Season 1Ep. 73
While intellectual capital is nearly impossible to value, it clearly counts in the process of building wealth. Ron Baker is the author of Mind Over Matter which is an exploration of where wealth comes from and its three pillars of capital - human, structural, and social. As Ron would say, there's nothing more pragmatic than a good theory. That's why we'll come away from this conversation with so many actionable ideas. Health Supplement Business Mastery Grow your dietary supplement...
Sep 11, 2021•1 hr 2 min•Season 1Ep. 72
Gary Harpst is one of the co-founders of Solomon Software which was ultimately acquired by Great Plains. After that divestiture, Gary did a deep dive into what drove success in small businesses. The research resulted in two books on strategy and execution, and a consulting framework called Six Disciplines. Gary is the author of two books: Six Disciplines for Excellence and Six Disciplines Execution Revolution. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business...
Sep 04, 2021•43 min•Season 1Ep. 71
Are we to celebrate startups that fail or fail fast? What if you are the founder of one of those startups? How do you deal with that failure? Mark Jacobsen attacks that topic head-on in his book, Eating Glass , an honest manuscript about his inner journey through failure and renewal. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Aug 28, 2021•43 min•Season 1Ep. 70
One of my favorite parts of The Education of a Value Investor is when Guy Spier talks about his lunch with Warren Buffett. Similar to the Buffett lunch, what if I could have a virtual dinner with this incredible and deep-thinking business author and money manager? The end result was a satisfying conversation rich with investing, business, and economic insights. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Aug 24, 2021•39 min•Season 1Ep. 69
In the world of value investing, Guy Spier never needs an introduction. I believe his book, The Education of a Value Investor is one of the Top 5 investing books ever written in the past 25 years. While we hit many high points in Guy's book, we do a lightning round of topics where Guy over-delivers with mindful and thorough responses. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Aug 21, 2021•58 min•Season 1Ep. 68
Steve Wexler is one of my favorite teachers in the data visualization space because he's easy to understand and doesn't speak over our heads. He's the co-author of The Big Book of Dashboards , and his newest book is The Big Picture . Our topics include preattentive attributes, the love affair with stoplight colors, dead-end dashboards, and important tips when building visualizations. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on:...
Aug 14, 2021•33 min•Season 1Ep. 67
I've met and talked to many CFOs around the country. We're rational, analytical, and can be direct at times. Some of us these CFOs are rare in that they have great people skills. But I'm not sure that's the case for the majority of financial leaders. Gilbert Eijkelenboom is the author of People Skills for Analytical Thinkers , our guest on this week's episode where we talk about the tools of gaining better communication skills. Health Supplement Business Mastery Grow you...
Aug 07, 2021•33 min•Season 1Ep. 66
I was captivated by the website 2x3y.com months before the creative genius of that site released his book, Scale at Speed . The author is Felix Velarde, and his growth accelerator canvas is elegant, pragmatic, and impactful. If you like the writing of Verne Harnish, then you'll enjoy what Felix has to say about scaling at a rapid pace. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Jul 31, 2021•41 min•Season 1Ep. 65
CFO Bookshelf welcomed back CFO Dive's, Jane Thier to talk about the biggest headlines in 2021. We also talked about the stories we'll be reading about in the second half. Jane also told us the three CFOs she'd like to interview and the one company she's keeping an eye on. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Jul 23, 2021•31 min•Season 1Ep. 64
Guest host Shaefer Schuetz interviews Mark Gandy about the 60 books he's read or listened to during the first half of 2021. Mark shares his favorite five books and provides another half dozen or so books as honorable mentions. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts Spotify...
Jul 17, 2021•43 min•Season 1Ep. 63
From serving a term as a Missouri Senator to serving a year in prison, Mr. Smith Goes to Prison was one of my favorite books in 2015. After watching College Behind Bars on Netflix this winter, I wanted to get Jeff Smith's input on how to reduce recidivism within the prison system. We also talked about the comparisons of an IVY League MBA with the entrepreneurial activities behind prison walls. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. Listen on:...
Jul 10, 2021•38 min•Season 1Ep. 62
Before taking the position as the IRS Commissioner, a reporter asked Charles Rossotti, "Were you ever in the military, and if you were, did you volunteer for a suicide mission?" Before running the IRS from 1997 to 2002, Rossotti was the co-founder, former chairman, and CEO of American Management Systems, Inc. In this episode, we look at what Charles did to help turn around that beleaguered agency. Health Supplement Business Mastery Grow your dietary supplement D2C eCommerce business. L...
Jul 02, 2021•30 min•Season 1Ep. 61