MBA Podcast: Move Beyond Accounting
This podcast series features conversations with financial professionals and entrepreneurs who have successfully learned to move beyond traditional accounting to add real value to their organizations. Hosted by Blair Cook, the show explores how to leverage financial expertise for strategic impact.
Episodes
Ep 14: Grant Daunheimer of Diamond Willow: Expanding Financing Options for the Canadian Mid-Market
Discover how to navigate financing challenges and capitalize on growth opportunities in the Canadian business landscape with Grant Daunheimer from Diamond Willow.Key takeaways:* Understand the unique challenges faced by mid-market companies in Canada.* Learn about the importance of risk appetite and cultural differences in business.* Explore the role of private credit in supporting growth and acqu
Ep 13: Keith McNamee: Scaling a Consumer Product Company into a Global Brand
In this episode of the Move Beyond Accounting Podcast, we dive deep with Keith McNamee, a serial entrepreneur and principal at Access Business Advisory. Keith shares his inspiring journey of transforming a small company into a global brand, the challenges of managing growth, and the importance of financial intelligence in business success.Key takeaways:* The pivotal role of innovation in business
Ep 12: Colin White: Eliminating Conflict And Breaking Financial Barriers
In this episode of the Move Beyond Accounting podcast, we dive deep into the world of finance, investing, and entrepreneurship with Colin White, CEO of Verecan. Discover how Verecan is revolutionizing financial services by eliminating conflicts of interest and focusing on client needs.Key takeaways:00:00 Introduction to Colin White and Verecan00:25 The importance of eliminating conflicts of intere
Ep 11: Ran Lewin: The Path to the Office of the CFO through Internal Audit
Ran Lewin shares his career journey from public accounting to internal audit and then to budget and planning at York University. The conversation explores the role of internal audit in finance, the transition to budget and planning, and the decision to split the CFO role into two positions, highlighting the challenges and benefits of activity-based budgeting and the interplay between internal audi
Ep 10: Malik Salamatian: Promoted to CEO in 4 Months!
Malik Salamatian, CEO of PennyDrops, shares his global upbringing, the role of sports in his life, his studies in economics, and the origin and growth of PennyDrops. He discusses the structure and operations of PennyDrops, his role as CEO, the impact of PennyDrops' curriculum, investing and financial literacy, the funding and business model of PennyDrops, and his future aspirations and superpower.
Ep 9: Shannon Weatherall: Community Driven Success From a Finance Perspective
The conversation covers Shannon Weatherall's career progression in accounting and finance, including her roles at Farm Credit Corporation and her transition to Access Communication Cooperative Limited. It also explores the cooperative business model and its unique structure and impact on the community. Shannon Weatherall discusses the importance of partnership in leadership, navigating different l
Ep 8: Debby Sapp: Building a Private Equity Portfolio with Sweat and Tears
Debby Sapp, CFO of Kernel Equity, discusses the unique business model of providing programming services in exchange for equity, the impact of AI on business, the importance of budgeting, her passion for accounting and finance, and the balance between work and personal life.
Ep 7: Chris Hutton: Scaling Up Venture Firms
The conversation covers Chris Hutton's diverse industry experience and the role of standardization and simplification in finance. It delves into the challenges and strategies for managing finance across multiple companies and the impact of standardization on scalability and efficiency. The conversation covers topics such as FinTech innovation, investment lifecycle, remote team management, strategi
Ep 6: A Career in Finance in Silicon Valley with John Kogan
The conversation covers John Kogan's journey from CFO to entrepreneurship to CFO, the deployment and impact of AI in the finance organization, and the adoption of AI in professional service firms. It explores the transformational role of AI in finance and the challenges of AI adoption in professional firms. The conversation covers the impact of AI on the workforce, teaching AI in finance, leadersh
Ep 5: Tamir Scheinok’s Journey From Design to Social Impact
The podcast episode features a conversation with Tamir Scheinok, who shares his journey from founding and growing a design agency to transitioning to social enterprises. He discusses the challenges and key success factors of assuming the roles of COO and CFO, as well as the differences between for-profit and social enterprise experiences. The conversation covers the challenges of running a nonprof
Ep 4: Back to University: Career Insights with Brian McNeill
In this episode, Brian R. McNeill, the CFO at Molloy University, shares insights into his career journey, the transition to higher education, and the challenges and changes in the education industry. He discusses the importance of mentors and sponsors, the benefits of internal movement, and the impact of technology on education. The conversation delves into the impact of AI on education and the wo
Ep 3: Charlie Beaulieu Dental Finances Mastery
The podcast discussion with Charlie Beaulieu, founder of Tidal Accounting, delves into the specialized world of dental accounting and the unique challenges and opportunities it presents. From the importance of team management in dental practices to the impact of government subsidization, the conversation provides valuable insights into the dental industry and the role of financial services within
Ep 2: Iain Bundy's Blueprint for Building Valuable Businesses and Exits
In this conversation we are joined by Iain Bundy who discusses that challenges beyond building a business to discuss the challenges associated with a business exit, the process of preparing for an exit, navigating the exit process, and maximizing business value. Key takeaways include insights into entrepreneurship, lessons from Iain's own business exit, and strategies for creating business value.
Ep 1: Ericka Redic of I Love Your Money: From Corporate Accountant to Entrepreneurs Advisor
Discover how to establish a thriving bookkeeping business with insights from Ericka Redic. Learn key strategies and common pitfalls to avoid for entrepreneurial success. Starting a bookkeeping business can be daunting, but with the right insights and strategies, it can also be incredibly rewarding. In this post, we’ll explore key takeaways from my conversation with Ericka Redic, founder of "I Love
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