Episodes

Send us a text Ever puzzled over how your career skills need to evolve as you climb the ladder in your financial and accounting career? Join us as we delve into the transformation from mastering technical skills to becoming an effective communicator, strategist, and organizational leader. Also, as …

Send us a text Have you ever stopped to consider the gravity of your role as a finance or accounting professional? We're the guardians of our organizations' critical resources, the moral compass guiding our teams, and the defenders of ethical conduct. In this thought-provoking episode of the Financ…

Send us a text We kick off by shedding light on how cultivating leadership qualities can propel your career ahead while catalyzing remarkable transformations in your team and the broader organization. We delve deep into the strategy of excellence, putting a spotlight on the power of clear communica…

Send us a text Looking to level up from a finance professional to a Treasury Manager? We lay out the key tasks of a Treasury Manager, from cash management and forecasting to compliance, and explore the impact of banking relationships on business operations. Tune in as we dissect the importance of c…

Send us a text Ever made a professional mistake that kept you up at night? Trust me, we've all been there. Each day brings new challenges and mindset battles, and sometimes, we falter. But, what defines us isn't the falter, but how we recover from it. Join me as I take you through the reality of pr…

Send us a text Ever feel overwhelmed by the sheer volume of numbers and metrics in finance? Imagine how your audience feels! Join me as I briefly explain the art of providing high-value, simple yet powerful financial analysis. Guaranteeing clarity, I will guide you to focus on the fundamentals, str…

Send us a text Are you ready to skyrocket your finance and accounting career? We've got the tips and insights you need to gain a competitive edge in the workplace. This bonus episode is packed with valuable advice on adopting a growth mindset, dressing to impress, and participating in high visibili…

Send us a text Ready to level up your goal-setting game and achieve more than ever before? Discover the power of the SMART Goal-Setting Technique in our latest episode, where we break down how to set specific, measurable, attainable, relevant, and time-bound goals that will lead to greater success.…

Send us a text As we approach the halfway mark of the year, it's time to take stock of our progress and challenges in becoming better finance leaders. Join me in this bonus episode of the Finance Leader Podcast, where we'll discuss goal achievement, prioritization, and making the best decisions to …

Send us a text Episode 108: Do you ever find yourself obsessing over your work, doubting your competency, or struggling to stay productive? What if you could harness your obsessive-compulsive tendencies to supercharge your career in finance and accounting? In this eye-opening episode, we explore th…

Send us a text Episode #107: Team engagement is such an important daily exercise that it can affect how well your team members succeed or not. Team members who are positively engaged are more productive, more efficient, and more motivated to do a great job. And team member engagement begins with us…

Send us a text What drives you to achieve excellence? To achieve your BEST every day? Learning is a big part of our journey in achieving excellence, so what helps you to stay motivated to learn and grow? I believe we must stay curious and be curious to continue to develop and improve each day. Our …

Send us a text The predictions are out for 2023 for Finance and Accounting, and it looks interesting. Our fields continue to be in high demand. What are the types of roles that are in demand right now, and what type of work are people looking for? And what are the technology and professional trends…

Send us a text Strategy is a decision around what market you will pursue and with what product and service mix and more importantly - how you will employ your resources to serve that market properly, so your company becomes profitable. Companies don’t have unlimited resources, so they must make ver…

Send us a text What can you do better to make a positive difference? Team engagement is a necessity. If your team is quiet, it doesn’t mean things are necessary going well. You have to engage with them and continually be assessing where you can affect positive change and ensure the work continues t…

Send us a text Be careful not to take back the "task monkey" who is wanting and waiting to jump on someone else. You may even have a team member who does this often to you so be watching and careful so you stop taking on their tasks. Be a leader and a coach and watch your own discretionary time. So…

Send us a text What does it mean to be a leader? How do you know if you are leading correctly? Leadership is hard sometimes. It takes practice and sometimes failure to get it right. With leadership, always begin with yourself. Are you setting the right example for others to follow? Will others will…

Send us a text This week, I am sharing Episode 88, Earning a Promotion to Manager. What does it take to be promoted from individual contributor to manager? You must show potential for greater responsibility. You need a combination of mature soft skills, good character and high emotional intelligenc…

Send us a text Episode 104: Our professional credentials show our commitment level in becoming an expert in the finance and accounting fields. These are badges of knowledge and expertise that show our level of technical knowledge, strategy, and in leadership. Earning professional credentials demons…

Send us a text Episode #103: I am sharing what it means to set a plan and then to stay organized and focused so you can go achieve it. You must be persistent, and never quit. You can assess and reorganize, but never quit. What will you do when an obstacle gets in your way? What will you do when you…

Send us a text Episode #102: When we set our goals, let’s use the SMART goal setting methodology so we set realistic goals that we can achieve because we have properly thought through the best way to plan them and achieve them. You know I how I feel about New Years’ resolutions, because at this poi…

Send us a text Episode #101: This is 2023 and I believe this is the year we become bold in our career execution, our skills development, and our leadership growth. The last few years people have become hesitant due to the challenges we were facing so they did not take risk in their advancement or e…

Send us a text We will be using the acronym BOLD to shape our plans for 2023. BOLD: Believe, Overcome, Leadership, and Decisive. Believe in yourself, Overcome obstacles, Grow your Leadership and Be decisive in your plans and opportunities. BOLD: Believe, Overcome, Leadership, and Decisive. Please c…

Send us a text As a Finance or Accounting professional have you ever been assigned to a project team or worked on a business case? Have you provided financial analysis or accounting advice regarding a high visibility project? These are great opportunities to develop and show off your skills. Additi…