Podcast

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 designing integrated business plans. This conversation is not just for financial modeling practitioners but for CEOs and other business managers too.

[Read more…] about From Cop to Calculator to Expert Financial Modeler

When you think of agile you probably think of software development. How about merger and acquisition activities? In 2012, Kison Patel happened on the idea of transforming the M&A process through an agile method supported by technology at DealRoom.net. Our guest is also the author of M&A Tactics and the M&A Tactics Handbook. Kison explains how the core four values of the Agile Manifesto apply to M&A.

[Read more…] about Agile Mergers and Acquisitions

Whether you love the Beatles or don’t, 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. I’m assuming you never think of the terms economics, entrepreneurship, human capital, innovation, venture capital, and management. In this episode, we hear from Sam Staley as he talks about the big ideas from his book, The Beatles and Economics.

[Read more…] about The Beatles and Economics

Have you ever come across a book title seemingly out of nowhere, and then to find that it was memorable, impactful, and inspiring. That describes the book written by a CFO and part-owner of an architectural firm, Bolanle “Bola” Williams-Olley. The title is Build Boldly: Chart Your Unique Career Path and Lead With Courage. Interviewing this talented and driven financial leader was also a treat that I’ll remember for a long time.

[Read more…] about Bolanle Williams-Olley’s Bold Path to CFO

When you walk through the isles of a grocery store, are you curious about how every product made its way to the shelf? For instance, what’s the story behind the fisherman on boats for months at sea dragging nets for shrimps? What are the odds of a new product finding its way to a store shelf, and at what cost? Who are the women drivers getting our food from point to point? And can we trust the certifications stamped on labels?

[Read more…] about The Secret Life of Groceries

I am a huge fan of narrative non-fiction. Such books generally inform, inspire, or entertain. When narrative non-fiction includes each of those three traits, then we’re reading something special that hard to put down. That’s precisely what I found with Mark Paul’s, The Greatest Gambling Story Ever Told. Not only is the book fast-paced and entertaining, but I also enjoyed learning about an industry where I knew nothing.

[Read more…] about Mark Paul and The Greatest Gambling Story Ever Told

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 on organizational health? Brian Jones is a friend of Lencioni and one of the consultants for his professional services firm, The Table Group. Brian provides a great perspective to these questions and more.

[Read more…] about Is Lencioni’s Latest Book, The Motive His Best?

This show is being added to the podcast universe during the 2021 World Series between the Atlanta Braves and the Houston Astros. While I fear isolating a financial-based audience, I needed to rationalize my way into doing a baseball-related show. Since nearly every business reader I know has read Moneyball, why not do a show based on a great book written by Nancy Finley entitled Finley Ball? Expect three big business takeaways from this interview.

[Read more…] about Finley Ball vs Moneyball

I first learned about ESOPs in the 1990s after reading The Great Game of Business by Jack Stack. Since then, I’ve been fascinated with these unique benefit plans that can lead to tremendous wealth generation for the employee participants of these plans. Yet, some 25 years later, I still find myself continually learning new things about ESOPs. I’m also puzzled by the lack of awareness regarding the ‘what’ and ‘why’ of ESOPs.

[Read more…] about The Nuts and Bolts of ESOPs with Jess Helvik

Is Atomic Habits by James Clear overrated and worth reading? Atomic Habits could very well become one of the most popular self-help books of all time as it’s remained on many best-selling lists since it was released a few years ago. I’ve asked my friend and fellow CFO, Bruce Reed of PracticeLink to go all bookclub in this discussion as we break down the big ideas in this book and determine its applicability in the business.

[Read more…] about Is Atomic Habits Overrated?