Podcasts by CFO Bookshelf
CFO Bookshelf is focused on lifelong learning for financial and all other business leaders.
In following its mission, guests include best-selling authors in the fields of finance, management, operations, organizational health, and leadership.
Further podcasts by Mark Gandy and Bruce Reed
Podcast on the topic Management
All episodes
Why Are KPIs So Hard To Figure Out? from 2022-02-19T14:00
If you do an Amazon search on KPIs, the top result will be KPI Checklists by Bernie Smith. Bernie's newest book is entitled Gamed, our topic for this discuss...
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Financial Modeling Insights with FMI's Ian Schnoor from 2022-02-12T12:00
One of the rock stars of financial modeling is one of the founders and the Executive Director of the Financial Modeling Institute, Ian Schnoor.
In this episode, we talk about the multi-...
Measures of Success With Mark Graban from 2022-02-06T13:00
My four favorite authors on performance measure with improvement as the primary aim is Don Wheeler, Stacey Barr, Dean Spitzer, and Mark Graban.
In this conversation, we find out three o...
The Psychopathic CEO from 2022-01-28T18:00
Have you ever worked for a psychopathic CEO? If not, odds are that you will at least once in your career. That's according to the founder and president of the CFO Leadership Council, Jack M...
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What Is The Amazon Way? from 2022-01-21T23:00
Every current and past senior executive at Amazon will say their leadership principles are behind every groundbreaking innovation.
Every student of business knows about Amazon's o...
The Top Shows of 2021 from 2022-01-21T22:00
In 2021, CFO Bookshelf published 51 episodes. In this show, we reveal the top ten that were the most downloaded across various podcast channels. We'll also share the producer's picks w...
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Behind the Scenes of a Great Business Podcast from 2022-01-15T15:00
CFO Bookshelf loves The Soul of Enterprise weekly podcast hosted by Ed Kless and Ron Baker.
In this conversation, we go behind the scenes with Ed Kless on how the show was created, how ...
Is There a Thief in Your Company? from 2022-01-08T12:00
Oscar Wallace is my second-favorite accountant in the movies, and you may remember him from The Untouchables.
Tiffany Couch and Oscar share one thing in common--they both use t...
The Best Business Books of 2021 from 2021-12-31T00:00
We read 109 books in 2021, and in this episode, we'll share our Top 10 along with some bonus selections.
Find out three of the top CEOs ever in American business. Learn why start-u...
From Cop to Calculator to Expert Financial Modeler from 2021-12-17T21:00
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 financ...
Agile Mergers and Acquisitions from 2021-12-11T16:00
When you think of agile you probably think of software development. How about for M&A activities?
Kison Patel is the author of Agile M&A and M&A Tactics. H...
The Beatles and Entrepreneurship from 2021-12-04T12:00
Whether you love the Beatles, are a casual fan, or don't care for them, the first thought that probably pops from your mind when you hear this group's name is a famous band and one whe...
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Bolanle Williams-Olley is Far More Than a Superstar CFO from 2021-11-26T22:00
Bolanle (Bola) Williams-Olley took a circuitous route to her CFO position and also received much help along the way. Now she's doing what she can to help others in becoming the best version...
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The Secret Lives Behind the Business of Groceries from 2021-11-19T21:00
There are millions of obscure names of the men and women behind every label of the food we buy at our local grocery stores. While some of these stories are sad and despairing, others are inspiri...
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The Greatest Gambling Story Ever Told from 2021-11-12T14:00
My favorite books are narrative non-fiction which can inform, inspire, and entertain. When the book possesses all of these traits, we have a special book. And that's what we have with Mark ...
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Is The Motive Lencioni's Best Book? from 2021-11-05T17:00
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 hi...
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Finley Ball vs Moneyball from 2021-10-29T19:00
The Nuts and Bolts of ESOPs for CFOs from 2021-10-22T16:00
If you are looking for a clear and concise explanation of ESOPs, then you'll enjoy listening to Jess Helvick of First International Bank and Trust. Jess is an ESOP expert who explains these...
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Is Atomic Habits Overrated? from 2021-10-16T10:00
Is Atomic Habits by James Clear overrated? And, is Atomic Habits worth reading?
I’ve asked my friend and fellow CFO, Bruce Reed of PracticeLink to go all bookclub in this d...
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Beyond the Wall of Resistance with Rick Maurer from 2021-10-09T11:00
Dealing or coping with change is one of the most difficult challenges for any financial leader to come to grips with - either for themselves or those they lead, mentor, or coach.
Rick M...
Achieving Great Results with the 3HAG Way from 2021-10-02T11:00
Shannon Susko might be the most energetic business consultant I've ever met thanks to her infectious enthusiasm and deep understanding of how to scale a business toward achievable and posit...
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Distressed Debt Investing Gone Wrong from 2021-09-25T14:00
If you liked the book, Barbarians at the Gate, then you'll like The Ceasars Palace Coup.
Max Frumes is one of the co-authors of the book, and we lea...
Dr. Edwin Locke and the Theory of Goal Setting from 2021-09-18T12:00
Probably everything you know about setting goals and how to achieve them rests on the research of Dr. Edwin Locke and Gary Latham in the 1980s.
Dr. Edwin Locke is also the author of the...
Ron Baker on Leveraging Intellectual Capital from 2021-09-11T11:00
While intellectual capital is nearly impossible to value, it clearly counts in the process of building wealth.
Ron Baker is the author of Mind Over Matter which is an ex...
Gary Harpst on Strategy and Execution from 2021-09-04T09:00
Gary Harpst is one of the co-founders of Solomon Software which was ultimately acquired by Great Plains.
After that divestiture, Gary did a deep dive into what drove success in small bu...
A Journey Through Failure and Renewal from 2021-08-28T10:00
Are we to celebrate startups that fail or fail fast? What if you are the founder of one of those startups? How do you deal with that failure?
Mark Jacobsen attacks that topic head-on in...
A Virtual Dinner with Guy Spier from 2021-08-24T15:00
One of my favorite parts of The Education of a Value Investor is when Guy Spier talks about his lunch with Warren Buffett. Similar to the Buffett lunch, what if I could have a virtual dinner wi...
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The Education of a Value Investor from 2021-08-21T13:00
In the world of value investing, Guy Spier never needs an introduction. I believe his book, The Education of a Value Investor is one of the Top 5 investing books ever written in ...
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Data Visualization for Financial and Business Leaders from 2021-08-14T09:00
Steve Wexler is one of my favorite teachers in the data visualization space because he's easy to understand and doesn't speak over our heads.
He's the co-author of
People Skills for Analytical Thinkers from 2021-08-07T10:00
I've met and talked to many CFOs around the country. We're rational, analytical, and can be direct at times.
Some of us these CFOs are rare in that they have great people skil...
3X Revenue in 2 Years with Felix Velarde from 2021-07-31T09:00
I was captivated by the website 2x3y.com months before the creative genius of that site released his book, Scale at Speed.
The author is Felix Velarde, and his growth ac...
The Biggest Financial News Stories During the First Half of 2021 from 2021-07-23T18:00
CFO Bookshelf welcomed back CFO Dive's, Jane Thier to talk about the biggest headlines in 2021.
We also talked about the stories we'll be reading about in the second half. Jan...
Our Favorite Books in the First Half of 2021 from 2021-07-17T01:00
Guest host Shaefer Schuetz interviews Mark Gandy about the 60 books he's read or listened to during the first half of 2021.
Mark shares his favorite five books and provides another...
Prison vs. Harvard MBA from 2021-07-10T12:00
From serving a term as a Missouri Senator to serving a year in prison, Mr. Smith Goes to Prison was one of my favorite books in 2015.
After watching College Behind Bars
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From Private Company Chairman and CEO to the Commissioner of the IRS from 2021-07-02T18:00
Before taking the position as the IRS Commissioner, a reporter asked Charles Rossotti, "Were you ever in the military, and if you were, did you volunteer for a suicide mission?"
The Grandfather of Gamification Talks The Game of Work from 2021-06-26T11:00
He's been called the grandfather of gamification. He's also the best-selling author of The Game of Work and Scorekeeping for Success.
Behind hi...
Alan Mulally is an American Icon of Business from 2021-06-18T20:00
You probably know about the best-selling book entitled American Icon which explains how an outsider turned around an ailing automotive company.
But what set Alan Mulally apart ...
Christina Wodtke Doubles Down on OKRs and Radical Focus from 2021-06-12T17:00
My favorite book about OKRs is Radical Focus by Christina Wodtke.
Christina recently updated her book with a second edition which is the topic in this episode. We also talk ab...
Niching Down and Burying the Billable Hour from 2021-06-05T09:00
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 th...
Wardley Mapping with Ben Mosior from 2021-05-28T22:00
While Simon Wardley is the creator of the visual strategy mapping construct called Wardley Mapping, I consider Ben Mosior one of the greatest teachers of this framework.
In this show, w...
Strategy Meets Wardley Mapping from 2021-05-28T21:00
The host of CFO Bookshelf bumped into Simon Wardley's writing on mapping strategy several years ago, and he couldn't put his content down.
In this conversation, we talk about ...
ESOPs and Create Amazing with Greg Graves from 2021-05-21T13:00
Greg Graves is the former CEO of the employee-owned engineering firm, Burns & McDonnell. In this show, he talks about going 'all in' when it comes to ESOPs and his book Crea...
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The Microsoft Mastermind Behind the E-Strategy from 2021-05-15T12:00
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...
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What is a Rock Star CFO? from 2021-05-08T10:00
Jack McCullough is the CFO of all CFOs. He's the founder and President of The CFO Leadership Council with a membership of more than 1,800 financial leaders. Jack is the author of ...
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John Raskob - The First CFO of the Modern Era from 2021-05-01T23:00
Everybody Ought to Be Rich by David Farber is now one of my favorite books in the business history genre. It's the story of one of the greatest number 2 men of the modern business er...
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A CFO’s Playbook for Data Science and Analytics from 2021-04-23T21:00
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 e...
ERP Implementations with Ed Kless from 2021-04-16T20:00
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 ad...
The Wisdom of Profit Wise with Jeff Morrill from 2021-04-09T17:00
As a financial leader, I enjoy any conversation with a CEO, especially one that's co-founded a business generating more than $100 million annually.
Jeff Morrill is the co-founder w...
Strength Versus Corporate Momentum With Mike Berland from 2021-04-02T21:00
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...
Origins of the Fintech Money Hackers from 2021-03-26T00:00
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 t...
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The Tools and Frameworks Behind a Massive Cultural Turnaround from 2021-03-19T17:00
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 orga...
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The Complete Financial History of Berkshire Hathaway from 2021-03-12T20:00
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 ju...
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Former CFO and Author Jean Cunningham on the Impact of Lean Thinking from 2021-03-06T14:00
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 th...
Practical Performance Measurement with Stacey Barr from 2021-02-28T16:00
Stacey Barr is the author of Practical Performance Measurement and Prove It!
She is also the creator of the best performance measurement framework I&apos...
Daniele Martins, a Global FP&A Director Talks Technology, Methods and People from 2021-02-19T21:00
Daniele Martins is the Head of Global FP&A at ThoughtWorks in Brazil.
In this show, we talked about technology, processes, and people. We drilled into spreadsheets, budgeting...
An OKRs Doubleheader from 2021-02-14T00:00
Did you realize the first book written on OKRs was Radical Focus by Christina Wodtke? She's our guest along with Ben Lamorte who joins us for his second appearance on the sh...
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Is Hunter Harrison the Greatest CEO of All Time? from 2021-02-06T18:00
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 orches...
Are You Falling for the Management Myth? from 2021-01-30T17:00
I'm a huge fan of the book, The Management Myth by Matthew Stewart.
During our conversation, we talk about the business gurus, strategic planning, management consulting, phi...
A Deep Dive Into Supply Chain Metrics with Lora Cecere from 2021-01-23T17:00
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 ...
The Good, The Bad, and the Ugly of Performance Measurement from 2021-01-16T13:00
There are only three books I recommend on the topic of performance measurement. By far, the best title is Transforming Performance Measurement by Dean Spitzer.
While wor...
Steve Cakebread and The IPO Playbook from 2021-01-08T17:00
Steve Cakebread's current CEO at Yext says he is the master of taking technology companies public. Steve published his first book in 2020 entitled The IPO Playbook, and we talk about what h...
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Revisiting 2020's Top Stories with CFO Dive's Jane Thier from 2020-12-26T19:00
CFO Dive's, Jane Thier joins CFO Bookshelf to discuss the top business stories of 2020. While COVID and PPP dominated the headlines, other stories and themes developed as well such as autom...
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Who Said That a Tax Conversation Was Boring? from 2020-12-20T13:00
Tax CPA Jeff Shore gives us some last-minute tax insights for 2020 along with tax ramifications of a new administration in 2021. We also talk about PPP, timing expense deductions, tax credits, a...
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From Data Extraction to Business Insights with Dan Murray from 2020-12-12T14:00
I'm a long-time reader of the great blog posts at Interworks.com. One of those writers is Dan Murray who is their Director of Strategic Innovation. I was so lucky in getting to meet Dan at ...
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Is S&OP Still Relevant? from 2020-12-09T11:00
I recently heard an S&OP podcaster ask if S&OP is dead, and so I wanted to ask one of the pioneers in this planning space if S&OP was still revelvant.
Our guest is Bob Stahl...
Profiting from Innovation Engineering from 2020-12-05T18:00
I first learned about Doug Hall's insights on marketing and innovation when I read Jump Start Your Business Brain. His newest book is Driving Eureka. Doug is a pioneer in the field of innov...
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5 Cybersecurity Shopping Tips from 2020-11-28T00:00
Retired FBI agent and cybercrime expert and author Scott Augenbaum is back for this bonus episode. He gives us 5 shopping tips for the upcoming holiday to protect us against cybercriminal activi...
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Could Your Business be a Cybercrime Target? from 2020-11-27T19:00
This year, my email was hacked. I was lucky as nothing was stolen, just my time and patience.
Once I got my email restored from Microsoft who made me feel like a criminal, I wanted to f...
A CFO Turns Fantasy Football Into a Business from 2020-11-20T20:00
Bob Lung is a CPA and CFO who has a side gig that includes followers around the globe. Bob is an author, podcaster, and membership site owner in the realm of fantasy football.
Bob tell...
What's Your And? from 2020-11-14T20:00
Do you have an and? That is, what do you do outside of work?
That's the topic we explore with John Garrett, a former PwC internal auditor in M&A who then became a stand-up come...
Is Executive Coaching Overrated? from 2020-11-14T15:00
Business coaching is a $15 billion industry, so CFO Bookshelf wants to know if executive coaching is overrated and over-prescribed.
The no-name CFOs address those questions and more alo...
Millions Are Learning Business Through this Online Game Simulation from 2020-11-07T12:00
I had no idea that the GoVenture suite of online business simulations even existed. Millions of players have learned the basics of business along with strategy, marketing, sales, operations, fin...
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Brett Fox Discusses the Startup CEO's Journey from 2020-10-30T18:00
Startup expert Brett Fox is the author of Learn How to Take a Punch. In our interview, he discusses team building, culture, raising VC funds, when to scale and when not to and, p...
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Adam Coffey Demystifies Private Equity from 2020-10-24T15:00
In the next four years, CEO, author, and private equity expert Adam Coffey will be creating $2 billion in new wealth for his investors through just 6 initiatives with only a small team while mai...
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A Deep Dive into Open Book Leadership and Financial Transparency from 2020-10-16T19:00
You've probably heard the term Open Book Management, but what if you could hear Board members of a successful company talk about this practice that's been used for nearly 10 years.
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Private Equity Guru Peter Lynch Discusses A Simple Model from 2020-10-11T17:00
We've been a long-time fan of Peter Lynch who has created the Excel-based, A Simple Model. Peter brings an uncanny ability to teach and elevate the skills of those wanting t...
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Are You Hyper-Learning at the Speed of Change? from 2020-10-06T00:00
Professor Edward Hess is one of our all-time favorite business authors who has written 12 books. His newest is Hyper-Learning: How to Adapt to the Speed of Change.
Ed states that hyper-...
Young College Student Not Phased by Pandemic, Perceived Nepotism, or a Hard Sales Job from 2020-09-28T20:00
What job did you have when you were 20 years old? Imagine starting a complex sales position during one of the most challenging economic environments our country has ever experienced. Yet, 20-yea...
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Former CFO Aaron Beam Revisits the HealthSouth Accounting Fraud from 2020-09-19T01:00
If you were asked to cook the books, would you? That's the situation Aaron Beam found himself in when his CEO told him to fix the numbers to appease Wall Street investors. Aaron is the auth...
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Paul Downs Says We Don't Need to be a Steve Jobs or a Phil Knight from 2020-09-11T23:00
Paul Downs is the author of the highly-popular book, Boss Life, and is a former guest columnist of The New York Times.
Paul in this insightful interview talks about the ups and downs in...
Ron Baker Discusses Pricing, NPS, Economics, Metrics, and Much More from 2020-09-05T00:00
The co-hosts of The CFO Bookshelf Podcast have been fans of Ron Baker for years, and our favorite podcast is one that he co-hosts with Ed Kless, The Soul of Enterprise.
Ron is a recover...
Dave Kellogg Talks about The Rule of 40, SaaS Metrics, and Driver-based Modeling from 2020-08-30T21:00
Dave Kellogg is the former CEO of Host Analytics now called Planful. Dave is a brilliant writer on his blog called Kellblog and he's outstanding behind a mic too. Since leaving his CEO post...
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Misconceptions about the OODA Loop from 2020-08-15T01:00
Maybe the name John Boyd does not ring a bell, but perhaps the OODA Loop will, the mental model created by one of the most gifted military strategists since Sun Tzu. I was so mesmerized by Rober...
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Connecting the Dots Between Business and Rowing with Dan Boyne from 2020-07-26T12:00
After reading two of Dan's books, The Read Rose Crew and Kelly, CFO Bookshelf jumped at the chance to interview the author, Dan Boyne.
Dan shares how he got started in rowing, what...
Strategy, Competition, and Politics from 2020-07-12T14:00
Many business students and most strategic analysts are familiar with Porter's Five Forces competitive framework.
Katherine Gehl is a former CEO and was frustrated with the lack of ...
Amy Bruske Discusses Conative Instincts and the Kolbe Index™ from 2020-05-30T21:00
Amy Bruske is the president of Kolbe Corp. She is also the co-author of Business is Business with her step-mother, Kathy Kolbe.
Amy discusses a number of topics on the show including an...
The Co-Founder of Dryrun Talks about Cash Flow Forecasting from 2020-05-23T01:00
CFO Bookshelf is impressed with the Canadian software company called Dryrun which specializes in cash flow forecasting. The co-founder of the company, Blain Bertsch joins us to talk about his co...
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Multipliers Need to be Rookie Smart Too from 2020-05-17T23:00
You probably know her for the best-selling book, Multipliers. But Liz Wiseman is also the author of one of CFO Bookshelf's favorite books on A-Players entitled, Rooki...
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2 CFOs Unpack OKRs from 2020-05-10T13:00
Bruce and I enjoyed our conversation so much last week with OKR expert, Ben Lamorte, we wanted to unpack that discussion by sharing our own observations.
Key themes include:
- ... Listen
OKRs with Ben Lamorte from 2020-05-03T07:00
Ben Lamorte is one of the top experts and consultants on implementing OKRs around the globe. He's an author and the President of OKRs.com.
In this episode, Ben explains how Jeff Wa...
Your Business Is Probably Smart, but is it Healthy? from 2020-04-25T19:00
Brian Jones joins the 2 CFOs at CFO Bookshelf to talk about organizational health and the benefits to the company as a whole.
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Time to Revisit Scenario Planning? from 2020-03-14T18:00
In the wake of the current pandemic, is it time to revisit scenario planning? In this episode, Mark and Bruce discuss three keys to successful scenario planning along with a McKinsey briefing on...
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Kate McKeown Talks About Her Work with W. Edwards Deming from 2020-03-09T16:00
She worked with a man who worked for both Thomas Waston Sr. and Jr. She spent another 10 years working with W. Edwards Deming. Oh, did we mention she's a friend of Verne Harnish?
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The Inaugural Show from 2020-03-01T00:00
This week's CFO bookmarks include an introduction to an entrepreneur who worked with Dr. Deming and the founder of the IBM Executive School. Other bookmarks include mentions of Welcome to M...
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The Inaugural Show from 2020-03-01T00:00
This week's CFO bookmarks include an introduction to an entrepreneur who worked with Dr. Deming and the founder of the IBM Executive School. Other bookmarks include mentions of Welcome to M...
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The Inaugural Show from 2020-03-01T00:00
This week's CFO bookmarks include an introduction to an entrepreneur who worked with Dr. Deming and the founder of the IBM Executive School. Other bookmarks include mentions of Welcome to M...
Listen