Episodes

Send a text We'll be revisiting one of our most impactful episodes from Season 13 where we unpack the significance of these professional credentials and guide you on where to lay your focus. The finance and accounting landscape is forever shifting and evolving - so how do you stay ahead of the curv…

Send a text Facing an unpredictable change at work can be daunting, can't it? Especially when it's a major shift like mass layoffs, new leadership, or a different company strategy. As finance and accounting professionals, we are not immune to these whirlwinds of change. So, how do we adapt? Fear no…

Send a text What if you, as a finance professional, had the power to shape the future of your organization and influence more positive outcomes? Imagine being the driving force that transforms your team into better versions of themselves! We're going to explore these possibilities in today's episod…

Send 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 the…

Send 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 Finance L…

Send 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 communicatio…

Send 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 cash…

Send 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 profe…

Send 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, stripp…

Send 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 visibility …

Send 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. Bu…

Send 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 max…

Send 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 the t…

Send 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 as…

Send 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 lea…

Send 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 fo…

Send 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 very d…

Send 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 to a…

Send 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. Sourc…

Send 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 willing…

Send 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 intelligence, …

Send 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 demonstra…

Send 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 ha…

Send 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 point,…