Podcast

Some of my favorite words in the CFO lexicon are momentum, acceleration, velocity, drive, and even thrust. Coincidentally, Mike Berland is the author of Maximum Momentum – How to Get It, How to Keep It. And it’s those very words we focused on during our conversation. Mike is the founder of Decode_M, a research and analytics firm that decodes data into momentum for clients.

[Read more…] about Strength Versus Corporate Momentum With Mike Berland

If you liked The Big Short by Michael Lewis where we learn about the investors who bet against the housing market before its massive plunge in 2007-2008, then you might like reading about the financial revolution that emerged the following 10 years. Daniel Simon weaved more than 150 interviews with technologists whom he calls misfits for his book, The Money Hackers which reads fast in its narrative-driven arc.

[Read more…] about The Origins of the Fintech Money Hackers

The legendary CEO, Hunter Harrison, was making an impact with his tools and philosophies while turning around Canadian National Railway. But he still needed help with a serious problem. The organization’s culture was still a problem. That’s where Judy Johnson and her other consulting team members played a role in the cultural turnaround. Judy is the co-author of SwitchPoints which addresses this journey and their tools.

[Read more…] about The Tools and Frameworks Behind a Massive Cultural Turnaround

In any Amazon book search, one can find some 200 titles about Warren Buffett, Charlie Munger or Berkshire Hathaway. Yet, the book Adam Mead was searching for never existed – a complete listing of every purchase that Berkshire Hathaway made from its very beginning. Even Hagstrom doesn’t come close in his great book, The Warren Buffett Way. It took him 5 years to write it, and Adam Mead finally has the book he was wanting to read himself.

[Read more…] about The Complete Financial History of Berkshire Hathaway

When it comes to OKRs thought leaders, only two people come to mind. One of them is not John Doerr although he’s influenced both in their thinking about OKRs. The first is Ben Lamorte who has already been on our podcast. He’s an author and coach of OKRs consultants. The other person is someone who Ben said, “Mark, you need to watch Christina’s Wodtke’s, The Executioner’s Tale.” In this episode, her OKRs roots and her last book, The Team That Managed Itself are the key themes of our discussion with both Christina and Ben.

[Read more…] about An OKRs Doubleheader

Lora Cecere needs no introduction in the supply chain world. That’s especially true when she has 320,000 followers on LinkedIn, and that list continues to grow. Lora is the founder of the research and analysis firm, Supply Chain Insights which publishes the annual Supply Chains to Admire annual report. We talk about Lora’s supply chain insights, and her book, Supply Chain Metrics That Matter.

[Read more…] about A Supply Chain Metrics Deep Dive with Lora Cecere

Steve Cakebread has taken three companies public as a CFO which include Salesforce, Pandora, and the current company he serves, Yext. Steve’s new book (2020) is The IPO Playbook, and you don’t need to be a public company CEO, CFO, or board member to enjoy it. By the way, I don’t think this is Steve’s last book.

[Read more…] about Steve Cakebread and The IPO Playbook

If you are going to talk taxes with a CPA, make sure that person is business-centric, quotable, and easy to understand. And that person is Jeff Shore, a partner at BRS CPAs based in Springfield, Missouri. We discussed PPP, the new administration, tax credits, expense classification, capital gains, and basic tax planning and management throughout the year.

[Read more…] about Who Said That Taxes Were Boring?

I’m a long-time reader of the blogs at Interworks.com. One of those writers is Dan Murray, their Director of Strategic Innovation. I was fortunate to meet Dan at a Quantrix conference. During this conversation we talk data extraction, ETL strategies, data infrastructure, and Tableau.

[Read more…] about From Data Extraction to Business Insights with Dan Murray