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PODCAST

Create The Next From ProCFO Partners

ProCFO Partners

Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.Senior leaders, business owners, C-Suite executives and others involved in organizational strategy benefit each week from the valuable financial insights and ideas presented in Create The Next.ProCFO Partners are expert financial officers, networked across industries, verticals, specializations

business entrepreneurship

All Episodes

18:43

From Volatility to Viability: What Endures When...

Create The Next From ProCFO Partners ·

2025/12/16

Volatility has a way of stripping a business back to its fundamentals. When markets shift, costs rise, and uncertainty becomes the norm, we often stop thinking about what worked before and start asking what will hold up next. In this episode, ProCFO Partners CEO Nelson Tepfer joins us to look back at a year of constant change and shares what he’s seen endure inside companies that stayed viable through that change rather than reacting to every disruption. Nelson walks through the patterns that...

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18:23

How to Lead International Expansion Without Losing...

Create The Next From ProCFO Partners ·

2025/10/28

Expanding internationally can open new markets, create efficiencies, and strengthen your business. It also introduces unfamiliar risks and complexities. In this episode, ProCFO Mauricio Davila shares insights from years of guiding companies through global growth and explains why international expansion demands more than just financial readiness. Mauricio discusses the CFO’s unique role in identifying what others miss: navigating local laws, understanding regulatory systems, and recognizing ho...

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21:11

Numbers as Navigation: Making Financial Projections...

Create The Next From ProCFO Partners ·

2025/09/29

Looking backward can have some value because your numbers show patterns and provide a baseline for performance. But history alone won’t tell you where your business is headed. That’s the role of projections. In this episode, ProCFO Marty Weinberg explains why projections are living tools that connect your numbers to your strategy. Marty explores how projections, when tied to real operational levers like pricing, staffing, and customer acquisition costs, give leaders a roadmap for growth. He s...

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18:57

From Disruption to Direction: Turning Change into...

Create The Next From ProCFO Partners ·

2025/09/23

Change can be incremental, like with a new tool or a small process shift. Or change can be transformational, when the entire direction of the business needs to adjust. In this episode, ProCFO Vijay Singh joins us to talk about the difference, and what happens when organizations fail to recognize the signals that change is coming. Vijay shares real-world examples of what happens when growth outpaces profitability, or when sales drive deals without operations at the table. In one situation, mi...

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24:40

The Business of Better: Client Story with Mugen...

Create The Next From ProCFO Partners ·

2025/09/17

We love to share stories of our clients, and in our new episode of Create The Next, ProCFO Kristy Barthelemy sits down with Alan Alan Akira, MD, founder and CEO of Mugen Psychiatry, about developing the business of better. Alan didn’t set out to build a business that just paid well - he wanted one that worked well. That means overcoming growing pains like financial blind spots, unclear metrics, and the creeping feeling that key pieces to success might be slipping through the cracks. With fr...

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21:21

Raising Capital from Every Angle: Insights from a...

Create The Next From ProCFO Partners ·

2025/09/02

Raising capital looks different depending on if you're sitting at the head of the company, behind a bank’s desk, or across the table structuring deals. Joe Briner has sat in all three seats. As a former bank CEO, investment banker, and now CFO, he offers a rare perspective on what capital providers expect, how they evaluate opportunities, and how business leaders can be better prepared. In this episode, Joe breaks down what matters most to each stakeholder: why banks prioritize repayment over...

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21:31

Beyond Buzzwords: Turning AI Into ROI for CFOs

Create The Next From ProCFO Partners ·

2025/07/15

AI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems. From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. ...

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30:51

In Practice and In Command: Client Story with US...

Create The Next From ProCFO Partners ·

2025/07/08

In this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategically led business with stronger systems, better financial discipline, and a clearer leadership structure. Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s gu...

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28:39

Clear Line of Sight: Forward-Looking Finance at Paragon

Create The Next From ProCFO Partners ·

2025/05/20

When revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was driving margins—or where money was going—the company risked scaling into chaos. In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realize...

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27:54

Open Book Management: Financial Transparency that...

Create The Next From ProCFO Partners ·

2025/04/07

What would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That’s the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation. In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, th...

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25:11

How to Scale Your Company to $10M and Beyond

Create The Next From ProCFO Partners ·

2025/03/24

Getting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working. In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder’s mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau. We explore the stages of business growth, why...

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24:14

The Friction and Fundamentals of Franchising

Create The Next From ProCFO Partners ·

2025/03/10

Franchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn’t as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson. In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the re...

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32:14

Culture, Continuity, and The ProCFO: Lavitt Group's...

Create The Next From ProCFO Partners ·

2025/03/03

A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but s...

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16:09

The Friction of Fractional: Business Beyond the...

Create The Next From ProCFO Partners ·

2025/02/18

“Fractional is just a means of delivery. Leadership is what matters.” That’s how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth. In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transaction...

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13:15

Introducing Interim CFO Services – A Smarter Solution...

Create The Next From ProCFO Partners ·

2025/02/11

What happens next when a key financial leader leaves unexpectedly, a high-stakes transition is underway, or a business is growing too fast for its current financial structure? The need for strong leadership doesn’t stop just because a CFO departs or because your business is in flux. That’s why ProCFO Partners is excited to launch a new Interim CFO Service—providing expert financial leadership exactly when and where it’s needed most. In this episode, CEO Nelson Tepfer introduces this exciting ...

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19:31

Run Your Business Like You’ll Sell It: Why Succession...

Create The Next From ProCFO Partners ·

2025/01/28

Are you prepared for what's next, or are you leaving it to chance? Every business owner exits their business eventually—on their own terms or someone else's. But how do you plan for an exit that aligns with your goals, whether it's retiring, transitioning leadership to family, or selling for maximum value?In this episode, Nelson Tepfer, CEO of ProCFO Partners, guides us through some essential strategies every business owner needs to consider when thinking about exit and succession planning. F...

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20:26

Turning Data into Decisions: ProCFO Reports and the...

Create The Next From ProCFO Partners ·

2025/01/21

Imagine hiking through the mountains and the map you have shows only key landmarks dotted across the route. No paths or trails are indicated; you just have a vague idea to head in that general direction to reach that particular destination. To many of us, that's how financial reports feel. There's a lot of valuable information in there somewhere, but no clear path to turn those numbers into insight. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, introduces ProC...

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22:24

Choosing and Implementing the Right ERP System for...

Create The Next From ProCFO Partners ·

2024/12/17

Are you getting the most out of your ERP system, or is it holding you back? An ERP is meant to streamline operations and make life easier. In reality, the ERP is often frustrating—underutilized, poorly adopted, or misaligned with the company’s needs. ProCFO Larry Bomback joins us in this episode to break down why systems can underperform and how to avoid common frustrations, exploring the complexities of selecting, implementing, or improving an ERP system.Larry shares practical strategies for...

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23:20

Where to Focus Now and Next Going Into 2025

Create The Next From ProCFO Partners ·

2024/12/09

With 2025 around the corner, most of us are trying to plan for what's next without losing focus on what's now. In this episode, Nelson Tepfer, CEO of ProCFO Partners, breaks down concerns and actions we're seeing more of as the year winds down and shares insights on what's worth focusing on to strengthen your financial position and prepare for the year ahead.We discuss why cash flow is always a priority—to keep things running and give you the flexibility to grow. Nelson explains why revisitin...

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22:44

The Ripple Effect: How ProCFO Partners and MENTEE Are...

Create The Next From ProCFO Partners ·

2024/12/03

Nonprofits face big challenges in figuring out growth while focusing on impact and meeting the demands of their mission. While all organizations face obstacles, nonprofits often struggle to build the infrastructure and partnerships that make their unique work possible. In this episode, we hear from Letitia Zwickert, CEO and Founder of MENTEE, and Haleh Fardi, Chief Visionary Officer at ProCFO Partners, about how their partnership is helping change that. MENTEE is doing incredible work around ...

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168 results

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