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.
Dec 06, 2020•47 min•Season 1Ep. 30
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.
Nov 28, 2020•14 min•Season 1Ep. 29
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.
Nov 28, 2020•1 hr 7 min•Season 1Ep. 28
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.
Nov 21, 2020•45 min•Season 1Ep. 27
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?
Nov 15, 2020•56 min•Season 1Ep. 26
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.
Nov 14, 2020•47 min•Season 1Ep. 25
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 intended audience is. Looking for a fun way to learn business? This epi...
Nov 07, 2020•48 min•Season 1Ep. 24
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.
Oct 30, 2020•1 hr 2 min•Season 1Ep. 23
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 .
Oct 24, 2020•1 hr 4 min•Season 1Ep. 22
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 available to team members on a daily basis....
Oct 17, 2020•53 min•Season 1Ep. 21
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.
Oct 11, 2020•1 hr•Season 1Ep. 20
Professor Edward Hess is one of our all-time favorite business authors who has written 12 books. His newest is Hyper-Learning: How to Adapt to the Speed of Change. Ed states that hyper-learning is a high-quality effort that requires learning unlearning then relearning at the speed of change.
Oct 06, 2020•1 hr 17 min•Season 1Ep. 19
What job did you have when you were 20 years old? Imagine starting a complex sales position during one of the most challenging economic environments our country has ever experienced. Yet, 20-year-old Alex Dickinson overcame overwhelming odds that he would not succeed in his father's company.
Sep 29, 2020•29 min•Season 1Ep. 18
If you were asked to cook the books, would you? That's the situation Aaron Beam found himself in when his CEO told him to fix the numbers to appease Wall Street investors. Aaron is the author of HealthSouth: The Wagon to Disaster. Aaron joins us to talk about his role in the fraud, ethics, intimidating CEOs, and so much more.
Sep 19, 2020•51 min•Season 1Ep. 17
Paul Downs is the author of the highly-popular book, Boss Life, and is a former guest columnist of The New York Times. Paul in this insightful interview talks about the ups and downs in running a small business and getting the help he needed to stay on track and even begin to thrive.
Sep 12, 2020•2 hr 35 min•Season 1Ep. 16
The co-hosts of The CFO Bookshelf Podcast have been fans of Ron Baker for years, and our favorite podcast is one that he co-hosts with Ed Kless, The Soul of Enterprise. Ron is a recovering CPA who is probably the father of value pricing for professional services firms. We talked about pricing at length plus many other of Ron's favorite topics.
Sep 05, 2020•1 hr 6 min•Season 1Ep. 15
Dave Kellogg is the former CEO of Host Analytics now called Planful. Dave is a brilliant writer on his blog called Kellblog and he's outstanding behind a mic too. Since leaving his CEO post, Dave has been consulting SaaS-based businesses in Silicon Valley, and we hit on many of the topics that are near and dear to him.
Aug 31, 2020•47 min•Season 1Ep. 14
Maybe the name John Boyd does not ring a bell, but perhaps the OODA Loop will, the mental model created by one of the most gifted military strategists since Sun Tzu. I was so mesmerized by Robert Coram's biography on John Boyd, I reached out to the author to talk about his book.
Aug 15, 2020•34 min•Season 1Ep. 13
After reading two of Dan's books, The Read Rose Crew and Kelly, CFO Bookshelf jumped at the chance to interview the author, Dan Boyne. Dan shares how he got started in rowing, what he does now as a coaching instructor at Harvard, and the two aforementioned books.
Jul 26, 2020•47 min•Season 1Ep. 12
Many business students and most strategic analysts are familiar with Porter's Five Forces competitive framework. Katherine Gehl is a former CEO and was frustrated with the lack of innovation and competition she was noticing in our two-party political system. After successfully publishing a white paper on the issue and a solution with Michael Porter a few years ago, she recently released her first book with her research partner entitled The Political Industry . Katherine is our guest on this...
Jul 12, 2020•57 min•Season 1Ep. 11
Last week, we heard from the President of Kolbe Corporation, Amy Bruske. We enjoyed that conversation so much, we decided to unpack much of what she had to say on conative strengths. Mark and Bruce addressed the relevance of Kolbe in the business and smaller work teams and that this is an assessment that will have a major impact on your life personally and professionally.
Jun 06, 2020•37 min•Season 1Ep. 10
Amy Bruske is the president of Kolbe Corp. She is also the co-author of Business is Business with her step-mother, Kathy Kolbe. Amy discusses a number of topics on the show including an overview of conative instincts, her book, and why teams get stuck.
May 31, 2020•36 min•Season 1Ep. 9
CFO Bookshelf is impressed with the Canadian software company called Dryrun which specializes in cash flow forecasting. The co-founder of the company, Blain Bertsch joins us to talk about his company, the software, and cash flow modeling in general.
May 23, 2020•42 min•Season 1Ep. 8
You probably know her for the best-selling book, Multipliers . But Liz Wiseman is also the author of one of CFO Bookshelf's favorite books on A-Players entitled Rookie Smarts . Liz tells us the difference between having a rookie and a veteran mindset.
May 18, 2020•44 min•Season 1Ep. 7
Bruce and I enjoyed our conversation so much last week with OKR expert, Ben Lamorte, we wanted to unpack that discussion by sharing our own observations. Key themes include: starting small is it flavor-of-the-month? teams vs. individuals the OKR cycle is the OKR process only short-term thinking? grading the OKR process each quarter moving the needle
May 10, 2020•29 min•Season 1Ep. 6
Ben Lamorte is one of the top experts and consultants on implementing OKRs around the globe. He's an author and the President of OKRs.com. In this episode, Ben explains how Jeff Walker, his mentor and former CFO of Oracle, introduced the OKRs concept to Ben. Ben goes on to explain that OKRs are simple to implement, but hurdles and barriers can surface near the beginning of an implementation -- he explains his process in getting team buy-in.
May 03, 2020•1 hr 3 min•Season 1Ep. 5
Brian Jones joins the 2 CFOs at CFO Bookshelf to talk about organizational health and the benefits to the company as a whole.
Apr 26, 2020•19 min•Season 1Ep. 4
In the wake of the current pandemic, is it time to revisit scenario planning? In this episode, Mark and Bruce discuss three keys to successful scenario planning along with a McKinsey briefing on three actions all businesses should be undertaking.
Mar 14, 2020•31 min•Season 1Ep. 3
She worked with a man who worked for both Thomas Waston Sr. and Jr. She spent another 10 years working with W. Edwards Deming. Oh, did we mention she's a friend of Verne Harnish?
Mar 09, 2020•43 min•Season 1Ep. 2
This week's CFO bookmarks include an introduction to an entrepreneur who worked with Dr. Deming and the founder of the IBM Executive School. Other bookmarks include mentions of Welcome to Management, The Experience Economy, and Data Sanity.
Mar 01, 2020•17 min•Season 1Ep. 1