show episodes
 
The podcast covers information that is helpful for business owners and managers contemplating an ESOP as a growth, succession and/or exit plan. It anticipates the questions that will be asked in episodes that simplify the process so that the listener can better understand the path to an ESOP and whether or not they wish to pursue it.
 
CFO Bookshelf is based on the popular weekly newsletter by CFOBookshelf.com. Each week, a business author or thought leader is interviewed where practical insights can be applied by financial leaders. The show was founded by a pioneer in the part-time CFO business.
 
WE’VE GOT A LOT TO SAY—THAT’S WHY WE MADE A PODCAST. And trust us, these are things you’ll want to hear. Manndatory Listening is a podcast about the hows and whys, dos and don'ts, and step-by-steps of leadership. We’re combining our own expertise—16 years of it—with that of leaders across dozens of industries to bring you applicable lessons for your own business and life. We're interviewing industry leaders and ourselves on the topics we know will make you and your business better. Put your ...
 
LetsVenture was founded with the vision of making startup funding in India an easy and transparent process. This would require a lot of education and learning. LVPodcast is a new initiative by LetsVenture to bring quality discussions and true investment opportunities to our community. We plan to release one podcast each month, going deeper into the sectors with time. Stay tuned!
 
Life with inSight is a life insurance sales podcast series designed for busy financial professionals. In a short amount of time, you can learn about important industry topics from subject matter experts. Tune in today to hear more about how these important issues can impact financial, estate and business planning and sales of life insurance products and services.
 
ESCA, Employee-Owned S Corporations of America, is the voice in Washington, DC that speaks exclusively for employee-owned S corporations (“S ESOPs”). Since 1998, ESCA’s membership has grown to represent more than 215,000 employee-owners in virtually every state in the nation. ESCA company members engage in a broad spectrum of business activities and are a variety of sizes – from 25-person businesses to companies with 18,000+ employee-owners – but all have one thing in common: a commitment to ...
 
This podcast is designed by bankers for bankers with the goal of improving industry performance. Each week of the season we deconstruct a single aspect of banking that makes a bank outperform their peers. More than just raising issues, this podcast will interview top bankers and industry experts in order to provide practical solutions to modern problems.
 
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show series
 
Geraldine Carter is a consultant to small CPA firms around the country, and her message is niching down and burying the billable hour by implementing value pricing. Geraldine is also the host of the Smart Strategy for CPA's podcast. But her message is not unique for CPA firms - it's universal - all professional services firms can gain meaningful in…
 
Diversity, Equity and Inclusion (DEI) is something we hear a lot about, but what exactly do these terms mean, and what do they look like in an employee owned company? In this episode we sit down with Dr. Joy and Ty Miller of Carver & Associates to talk about some of the preconceived notions that surround DEI, ways in which these values can be put i…
 
Brad Chase was the marketing mastermind behind one of the most successful software launches ever - Windows 95. He replicated this success while serving at Microsoft on several other high-profile projects. Brad is the author of Strategy First: How Businesses Win Big. In this episode, we discuss the big ideas in his book including the E-Strategy and …
 
In this episode, Renee and I discuss the current political climate as it relates to ESOP with a particular focus on the new administration. What should we expect in the future relative to the government’s support of this awesome opportunity for selling shareholders, their companies, and their employees?…
 
This episode outlines the roles as responsibilities of multiple advisors along your journey to an ESOP. There are insights into selecting the right advisor for your situation and general tips on qualifying them to support you in the short and long term as well as help you avoid possible pitfalls.By Phil Hayes
 
In this episode - Daniel and I discuss the particular benefits of an ESOP to the employees - he does a great job of explaining their ESOP culture at Folience and the remarkable story of integrating other ESOP companies into Folience. This episode also digs into the reality of how ESOPs make a difference for all of our communities!…
 
If I'm going to listen to a data science and analytics expert for nearly an hour, that person better speak a language that I can understand and who is relatable. That person does exist, and his name is Jon Daniels of Bamboo HR. In this episode, he talks about data lakes, data warehousing, ETL, and data governance. He also provides simple strategies…
 
While this is CFO Bookshelf where we generally interview book authors, there's no way I want to read a book on ERP planning and implementations. I believe this is a better topic addresses through doing and listening to the sage advice of others. One such person is Ed Kless who is an expert in software implementations. He's also the co-host of my fa…
 
In this discussion, ESOP attorneys James Bristol and Sean Sullivan walk out the background behind redemption versus sale of stock to ESOP typically used in second stage ESOP transactions supporting a partial ESOP sale strategy. This connects well with Episode 11 regarding the Department of Labor topic.…
 
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 i…
 
Small businesses account for nearly half of all jobs in the US economy, and nearly half of all small businesses are owned by Baby Boomers who will retire in the next few decades in what has been termed the "silver tsunami". These businesses are integral to local communities, and there continued operation is key to building back our economy. In this…
 
If you liked The Big Short by Michael Lewis where we learn about the financial meltdown of 2007-08, then you will probably like the stories behind the financial revolution that took place during the 10 years that followed. | Daniel Simon has weaved more than 150 interviews with technologists that he calls misfits | or financial hackers - the men an…
 
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. Judy Johnson was part of the consulting team who helped with CN's cultural turnaround. She and her co-authors of Swi…
 
This episode provides a discussion with 100 percent ESOP company - Braden Kitchens, Inc. - President and former owner - Pete Profumo to better understand the flexibility of using an ESOP especially to meet the goals and objectives of the selling shareholder.By Phil Hayes/Pete Profumo
 
Adam Mead's new book, The Complete Financial History of Berkshire Hathaway was 5 years in the making and started out as a 5,000-page manuscript that was finally shaved to just under a thousand pages. Instead of this being a book about Warren Buffett, it's a complete history of every purchase made by Berkshire Hathaway since the beginning.…
 
Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael…
 
In this episode - Michael Strahan and I discuss how the bonding company's look at the ESOP transaction. Very helpful information related to possible structuring your ESOP deal as a contractor dealing with future bonding, government customer certifications, and personal indemnity.By Phil Hayes/Michael Strahan
 
One of the best accounting books I've ever read about Lean from a CFO's perspective is Real Numbers by Jean Cunningham, one of the authors of that book. But the audience for that book is CEOs, operating managers, and anyone working on the plant floor. The book is also relevant for health care and other service industry professionals. Real Numbers w…
 
Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael…
 
Stacey Barr is the author of Practical Performance Measurement and Prove It! She is also the creator of the best performance measurement framework I've ever reviewed, and it's applicable to businesses and non-profits of all sizes. The thinking person's framework is called PuMP(R). In our interview with Stacey, we address why so many organizations f…
 
Captain Bilfer arrives at his new command, The Star-Crusher. She is a massive ship like no other in Earth Force and she sports the most powerful weapon in the known Galaxy. Earth Force new ship is about to take on its first mission "The Border Zone" Note: This chapter is short so I will try to release Chapter 6 a little earlier.Thanks. If you like,…
 
On this inaugural 2021 episode of the pod, we talk with Anthony Mathews from the California Center, and former Executive Director Of the Beyster Institute. Anthony has spent decades in the world of employee ownership and has a thing or two to say about it. We get into his path into the field, his belief that employee ownership can be a cure for wha…
 
Owners at Work is back for season two. We talk with Anthony Mathews of the California Center for Employee Ownership about his many years working to expand employee ownership as well as how employee ownership may be a cure for what ails our economy and society more broadly. Full episode drops soon. Check out our past episodes here: https://www.oeock…
 
When you think of iconic and successful CEOs, names like Bill Gates, Steve Jobs, Howard Schultz, Jack Welch, and Sam Walton probably spring to mind. Can you name a 4-time CEO who orchestrated overwhelming turnarounds at each of his stopping points? Hunter Harrison did, and he's the subject of the book, Railroader: The Unfiltered Genius and Controve…
 
Lora Cecere needs no introduction, but she's a global thought leader on supply chain. She is the founder of Supply Chain Thought Leader and also writes for Forbes. She also publishes content on her website Supply Chain Shaman as well as on LinkedIn. Lora is the author of Supply Chain Metrics that Matter which was published in 2015. She is followed …
 
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