CFO Bookshelf
Episodes
Alan Mulally is an American Icon of Business
19 Jun 2021
Contributed by Lukas
You probably know about the best-selling book entitled American Icon which explains how an outsider turned around an ailing automotive company.But wha...
Christina Wodtke Doubles Down on OKRs and Radical Focus
12 Jun 2021
Contributed by Lukas
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 thi...
Burying the Billable Hour
05 Jun 2021
Contributed by Lukas
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 ...
Wardley Mapping with Ben Mosior
29 May 2021
Contributed by Lukas
While Simon Wardley is the creator of the visual strategy mapping construct called Wardley Mapping, I consider Ben Mosior one of the greatest teachers...
Strategy Meets Wardley Mapping
29 May 2021
Contributed by Lukas
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...
A CEO's ESOP Success Story
21 May 2021
Contributed by Lukas
Greg Graves is the former CEO of the employee-owned engineering firm, Burns & McDonnell. In this show, he talks about going 'all in' reg...
The E-Strategy Framework
15 May 2021
Contributed by Lukas
Brad Chase was the marketing mastermind behind one of the most successful software launches ever - Windows 95. He replicated this success while servin...
What is a Rock Star CFO?
08 May 2021
Contributed by Lukas
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 financi...
John Raskob - The First CFO of the Modern Era
02 May 2021
Contributed by Lukas
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 n...
A CFO’s Playbook for Data Science and Analytics
24 Apr 2021
Contributed by Lukas
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 w...
ERP Implementations with Ed Kless
17 Apr 2021
Contributed by Lukas
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...
The Wisdom of Profit Wise with Jeff Morrill
09 Apr 2021
Contributed by Lukas
As a financial leader, I enjoy any conversation with a CEO, especially one that's co-founded a business generating more than $100 million annuall...
Strength Versus Corporate Momentum With Mike Berland
03 Apr 2021
Contributed by Lukas
Some of my favorite words in the CFO lexicon are momentum, acceleration, velocity, drive, and even thrust.Coincidentally, Mike Berland is the author o...
Origins of the Fintech Money Hackers
26 Mar 2021
Contributed by Lukas
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...
Frameworks to Improve a Company's Culture
19 Mar 2021
Contributed by Lukas
The legendary CEO, Hunter Harrison, was making an impact with his tools and philosophies while turning around Canadian National Railway. But he still ...
The Complete Financial History of Berkshire Hathaway
13 Mar 2021
Contributed by Lukas
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 t...
The Real Numbers of Lean Thinking
06 Mar 2021
Contributed by Lukas
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 o...
Practical Performance Measurement with Stacey Barr
28 Feb 2021
Contributed by Lukas
Stacey Barr is the author of Practical Performance Measurement and Prove It!She is also the creator of the best performance measurement framework I&ap...
Daniele Martins, a Global FP&A Director Talks Technology, Methods and People
20 Feb 2021
Contributed by Lukas
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 i...
An OKRs Doubleheader
14 Feb 2021
Contributed by Lukas
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...
Is Hunter Harrison the Greatest CEO of All Time?
07 Feb 2021
Contributed by Lukas
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.Ca...
What Is The Management Myth?
30 Jan 2021
Contributed by Lukas
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,...
A Deep Dive Into Supply Chain Metrics
23 Jan 2021
Contributed by Lukas
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 w...
Performance Measurement Meets Beauty and the Beast
16 Jan 2021
Contributed by Lukas
There are only three books I recommend on the topic of performance measurement. By far, the best title is Transforming Performance Measurement by Dean...
Steve Cakebread and The IPO Playbook
08 Jan 2021
Contributed by Lukas
Steve Cakebread's current CEO at Yext says he is the master of taking technology companies public. Steve published his first book in 2020 entitle...
Revisiting 2020's Top Stories with CFO Dive's Jane Thier
27 Dec 2020
Contributed by Lukas
CFO Dive's, Jane Thier joins CFO Bookshelf to discuss the top business stories of 2020. While COVID and PPP dominated the headlines, other storie...
Who Said That a Tax Conversation Was Boring?
20 Dec 2020
Contributed by Lukas
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 PP...
From Data Extraction to Business Insights with Dan Murray
12 Dec 2020
Contributed by Lukas
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 Innovatio...
Is S&OP Still Relevant?
09 Dec 2020
Contributed by Lukas
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 stil...
The Three Best Marketing Questions I've Ever Heard
06 Dec 2020
Contributed by Lukas
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 Eur...
5 Cybersecurity Shopping Tips
28 Nov 2020
Contributed by Lukas
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 holida...
Could Your Business be a Cybercrime Target?
28 Nov 2020
Contributed by Lukas
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 f...
A CFO Turns Fantasy Football Into a Business
21 Nov 2020
Contributed by Lukas
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 r...
What's Your And?
15 Nov 2020
Contributed by Lukas
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&...
Is Executive Coaching Overrated?
14 Nov 2020
Contributed by Lukas
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 ad...
Millions Are Learning Business Through this Online Game Simulation
07 Nov 2020
Contributed by Lukas
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...
A Startup CEO's Journey
30 Oct 2020
Contributed by Lukas
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 ...
Adam Coffey Demystifies Private Equity
24 Oct 2020
Contributed by Lukas
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 ...
Open Book Management and Financial Transparency
17 Oct 2020
Contributed by Lukas
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 th...
Private Equity and A Simple Model
11 Oct 2020
Contributed by Lukas
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 t...
Are You Hyper-Learning at the Speed of Change?
06 Oct 2020
Contributed by Lukas
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 Spe...
Young College Student Not Phased by Pandemic, Perceived Nepotism, or a Hard Sales Job
29 Sep 2020
Contributed by Lukas
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 o...
Former CFO Aaron Beam Revisits the HealthSouth Accounting Fraud
19 Sep 2020
Contributed by Lukas
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 appe...
Paul Downs Says We Don't Need to be a Steve Jobs or a Phil Knight
12 Sep 2020
Contributed by Lukas
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 intervie...
Ron Baker Discusses Pricing, NPS, Economics, Metrics, and Much More
05 Sep 2020
Contributed by Lukas
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 S...
The Rule of 40 and More SaaS Metrics
31 Aug 2020
Contributed by Lukas
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 ...
John Boyd and the OODA Loop
15 Aug 2020
Contributed by Lukas
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...
Connecting the Dots Between Business and Rowing with Dan Boyne
26 Jul 2020
Contributed by Lukas
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 ...
Strategy, Competition, and Politics
12 Jul 2020
Contributed by Lukas
Many business students and most strategic analysts are familiar with Porter's Five Forces competitive framework.Katherine Gehl is a former CEO an...
2 CFOs Break Down the Kolbe A™ Index
06 Jun 2020
Contributed by Lukas
Last week, we heard from the President of Kolbe Corporation, Amy Bruske. We enjoyed that conversation so much, we decided to unpack much of what she h...
The Conative Mindset is Vastly Underrated
31 May 2020
Contributed by Lukas
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 ...
The Co-Founder of Dryrun Talks about Cash Flow Forecasting
23 May 2020
Contributed by Lukas
CFO Bookshelf is impressed with the Canadian software company called Dryrun which specializes in cash flow forecasting. The co-founder of the company,...
Rookie Smarts With Liz Wiseman
18 May 2020
Contributed by Lukas
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-Pl...
2 CFOs Unpack OKRs
10 May 2020
Contributed by Lukas
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 observatio...
OKRs with Ben Lamorte
03 May 2020
Contributed by Lukas
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...
Smart vs Healthy Businesses
26 Apr 2020
Contributed by Lukas
Brian Jones joins the 2 CFOs at CFO Bookshelf to talk about organizational health and the benefits to the company as a whole.
Time to Revisit Scenario Planning?
14 Mar 2020
Contributed by Lukas
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 scenari...
A Ghost Writer's Experience with W. Edwards Deming
09 Mar 2020
Contributed by Lukas
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&...
The Inaugural Show
01 Mar 2020
Contributed by Lukas
This week's CFO bookmarks include an introduction to an entrepreneur who worked with Dr. Deming and the founder of the IBM Executive School. Othe...