Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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In this episode of FinPod, we discuss a recently published course on ESG risk management. We explain the evolution of ESG from environmental health and safety to corporate sustainability and social responsibility, emphasizing its current role as a management framework for addressing environmental, societal, and governance risks. We cover fundamenta…
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Ep.33: Craig Dupper, Elan Growth Partners | A Partner Equity Approach to Investing
45:53
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Shiv interviews Craig Dupper, Founder of Elan Growth Partners. In this episode, Craig shares his firm’s Partner Equity investing strategy, which includes a value growth and enhancement approach. Shiv and Craig discuss the key areas founders should address to take their business to the next level and where their company might be underinvesting. Lear…
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In this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and evaluation analyst at an NGO to becoming a skilled data analyst. He discusses his decision to focus on upskilling with CFI and the valuable knowledge he gained from the FMVA and BIDA programs. Onyedika e…
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What's New CFI: Accounting for Business Combinations & Other Equity Investments
10:37
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In this episode, we talk with our Chief Content Officer about the new "Accounting for Business Combinations and Other Equity Investments" course. Designed to meet the growing demand for accounting knowledge for finance professionals we cover topics including full consolidation for majority ownership, equity method accounting for significant influen…
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Ep.32: Mark Kearney, Ascent CFO Solutions | Using Finance as a Strategic Growth Lever
45:10
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Shiv interviews Mark Kearney, Fractional CFO of Ascent CFO Solutions. In this episode, Shiv and Mark discuss how finance can be used as a strategic lever inside companies and should become part of their broader planning process. They discuss when companies usually bring in a fractional CFO and the patterns Mark sees as he works with these businesse…
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Members Spotlight: Glenn Hopper Interview
31:23
31:23
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In this episode, we chat with Glenn Hopper, an instructor at both Duke University and CFI, author and CFO. Glenn’s book, “Deep Finance: Corporate Finance in the Information Age,” solidified his position as a thought leader on the impact of AI on finance roles. In our conversation, Glenn shares his unconventional path to finance, starting as a journ…
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In this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sports agent to experienced CFO. Landon's career trajectory spans from public accounting to pivotal roles at renowned companies like Beats by Dre and Magic Leap. He discusses the crucial skills that contri…
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Ep.31: Jason Caplain, Bull City Venture Partners | Why Founders Are the Secret Ingredient to Investment Success
34:52
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Shiv interviews Jason Caplain, Co-Founder and General Partner of Bull City Venture Partners. In this episode, Jason shares why his firm values founders above an idea or business, and walks listeners through a tried-and-tested approach to assessing entrepreneurs and their teams. Founders will take away Jason’s tips on raising capital and leveraging …
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What's New CFI: FP&A Debt and Capex Forecasting & Analysis
8:10
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In this episode of FinPod, we dive into the intricacies of debt and capital expenditure (CAPEX) modeling in financial planning and analysis (FP&A). Follow along as Duncan shares insights on modeling debt accurately, emphasizing the importance of setting up a lender of last resort and avoiding hard caps on revolving credit lines. Explore the nuances…
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In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh's high-impact career, including his roles as an author, board member, mentor, startup advisor, a…
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Join us in the latest episode of the "What's New at CFI" podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increasing demand for AI integration in financial analysis. We discuss practical examples of using AI tools like ChatGPT and Gemini to simplify…
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Ep.30: Chip Baird, GreyLion Capital | Optimizing Companies With the LIFT Strategy
53:35
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Shiv interviews Chip Baird, Managing Partner at GreyLion Capital. Shiv and Chip take a deep dive into GreyLion’s core LIFT (Leadership, Investment, Flexibility, Technology) strategy for optimizing companies to increase enterprise value. Learn how to identify critical leadership gaps and hold new hires accountable, and how a flexible approach to cap…
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What's New CFI: FP&A for New Analysts with Carl Seidman
14:31
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In this episode of FinPod, we discuss FP&A for new analysts with expert Carl Seidman. Carl has over 20 years of experience in management consulting and FP&A advisory. In this conversation, he highlights the growing demand for FP&A in Fortune 500 companies and the shift towards proactive finance roles. Carl addresses how to enter the FP&A field with…
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Careers in Finance: Danielle Stein Fairhurst
17:25
17:25
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In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author, and Microsoft MVP. She shares her journey into financial modeling, driven by her love for finance and Excel, and shares her modeling core concepts.. Danielle discusses common mistakes modelers make, t…
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What's New CFI: Contractor Forecasting & Analysis for FP&A Professionals
5:04
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Join us in the latest episode of the "What's New at CFI" podcast as we delve into the intricacies of financial planning and analysis, specifically focusing on the inclusion of contractors in financial models in today's evolving job market landscape. We highlight key differences between forecasting for employees and contractors, emphasizing the impo…
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What's New CFI: Basel III and Risk Management
10:43
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In this episode of FinPod, hosts Asim Khan and Ryan Spendelow dive deep into the world of banking regulations. Join them as they discuss the intricacies of Basel III and its significance in risk management. Unravel the historical context behind the Basel Accords and understand how Basel III emerged as a response to the 2008 global financial crisis.…
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Careers in Finance: A Day in the Life of an FP&A Leader with Vijay Maharaj
23:41
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In this episode of FinPod, host Anna Talerico chats with Vijay Maharaj, CFI's Director of FP&A, to discuss his career journey and what it's like to work in FP&A. Discover how Vijay’s path through economics led him to a career in financial planning and analysis. Get a glimpse into a day in the life of a Director of FP&A, including the balancing act …
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Ep.29: Anna Talerico, Corporate Finance Institute | How to Find the Right Human Capital for Bootstrapped Companies
41:17
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Shiv interviews Anna Talerico, CEO at Corporate Finance Institute and Operating Partner at Arthur Ventures. Learn how capital-efficient companies can make better hiring decisions by focusing on what role they really need to fill. How can companies clearly define those roles and how do they go about finding the best-fit candidates? Plus, when should…
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What's New at CFI: Data Visualizations & Dashboards – The Basics
12:24
12:24
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In this episode of FinPod, host Asim Khan sits down to discuss data visualization with Sebastian Taylor. They cover best practices for creating effective visual representations of data, from choosing the right charts to crafting impactful stories. To communicate data effectively, learn the importance of understanding your audience and focusing on k…
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What's New at CFI: AI-Enhanced Financial Analysis with Glenn Hopper
11:58
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In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing data and how this technology can help improve workflows and analysis. Learn more about AI's impact on roles in investment banking and accounting and how to use generative AI to work more effectively.…
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Member Spotlight: From CFI Learner to Leader, Stephen Moerane's Journey from Finance to CFI Community Builder
17:25
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In this special episode of FinPod, host Anna Talerico shines a CFI member spotlight on Stephen Moerane, a remarkable individual whose journey has come full circle within the CFI community. Stephen's story begins as a CFI learner and progresses to a CFI team member. Listen in as Anna and Stephen discuss his inspiring transition from non-finance role…
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What's New at CFI: Dashboard Visualization & Analysis for FP&A
10:57
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In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan's been developing for our FP&A courses. Duncan shares how dashboards and data visualization techniques can transform traditional financial analysis into compelling stories. Learn the importance of effectively …
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Ep.28: Mark Buffington, BIP Capital | What Makes a Startup Ready for Investment
48:41
48:41
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Shiv interviews Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Learn why the concept of permanent capital from a multistage fund might be a better long-term approach to funding a startup. Mark explains how not all measurements of success are based on the financials, and how that might look different for different companie…
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What's New at CFI: Mastering Financial Statement Aggregation and Analysis with CFI
9:28
9:28
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In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions. Discover the significance of breaking down current and deferred taxes, balancing income statements, …
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What's New at CFI: Headcount Forecasting and Analysis: Insights and Techniques
4:45
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In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they delve into the world of headcount forecasting and analysis. This engaging discussion explores essential strategies for forecasting a company's employees and associated costs. Discover how to forecast salaries, bonuses, and benefits while maintaining a comprehen…
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What's New at CFI: FP&A Model Design & Revenue Forecasting
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4:45
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In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss FP&A model design, revenue forecasting, and the power of proper formatting. Duncan shares insights on creating visually appealing and easy-to-follow models using the latest Excel features, such as binary switches and conditional formatting. Discover how to e…
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Ep.27: Adam Solomon, Thoma Bravo | How to Identify and Scale High-Quality Software Companies
48:44
48:44
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On this episode, Shiv interviews Adam Solomon, Partner at Thoma Bravo. Shiv and Adam discuss how Thoma Bravo’s focus on market-leading companies impacts their approach to evaluating assets and value creation. Hear how one of the biggest PE firms in the world approaches due diligence, performance metrics, profitable growth, and founder relationships…
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What's New at CFI: Mastering Financial Planning & Analysis: Insights from a CFI Expert
12:00
12:00
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In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern t…
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Ep.26: Matthew Stevens, Stevens.VC | Helping Early Stage Companies to Professionalize and Add Value
32:58
32:58
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Shiv interviews Matthew Stevens, Founder of Stevens.VC. Shiv and Matt discuss the business fundamentals that founders and investors should be focusing on in early-stage companies. Hear how to add value and prepare for future investment by professionalizing your business operations, why a deep understanding of your market is critical to success, and…
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Ep.25: Dan Cremons, Accelera Partners | Winning the First 100 Days After an Investment
53:42
53:42
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Shiv and Dan discuss how the first 100 days can shape the outcome of private equity deals and explain the actions investors, founders and business leaders can take to set a business on the path to growth. Tune in for expert advice on when to start value creation planning, how to focus your efforts and resources on the most impactful strategies, and…
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Ep.24: Chirag Shah, Wavecrest Growth Partners | How to Increase Enterprise Value with Organic Growth Levers
42:41
42:41
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Shiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective growth levers for each company, and how to scale revenue by optimizing pricing, sales strategy, cross-se…
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Ep.23: Joanna Arras, Baird Capital | How To Succeed in the Current Venture Market
42:49
42:49
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Shiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund.Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital efficiency, the impact of the right capital raising strategy and how to select the right investment par…
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Ep.22: Ripan Kadakia, ZMC | How To Be of Service To Your Portfolio Companies
39:45
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Shiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to identify long-term investment opportunities, and hear case studies of growth in challenging circum…
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Ep.21: Dirk Sahlmer, saas.group | A Long-Term Approach to Profitable SaaS Company Growth
33:46
33:46
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Shiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s focus on profit margins rather than quick flips, their criteria for identifying companies with lon…
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Ep.20: Kevin Mosley, Jurassic Capital | How to Use SaaS Benchmarks to Build a Better Business
53:15
53:15
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Shiv Narayanan interviews Kevin Mosley, General Partner at Jurassic Capital. Kevin and Shiv take a deep dive into Jurassic Capital’s B2B SaaS Benchmarks Report and explore how founders, investors and business leaders can use this data to achieve their growth objectives. Learn about the vital metrics every SaaS company should be tracking, how your c…
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Ep.19: Narbe Alexandrian, Define Capital | Essential Guide to the Capital Stack and Choosing Investors
40:38
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Shiv Narayanan interviews Narbe Alexandrian, founder and CEO of Define Capital. Shiv and Narbe discuss the options investors and founders have for their deal structure and capital stack. Learn about how Define Capital builds long-term partnerships with companies, their approach to valuations and risk, and hear how the current economic environment i…
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Take a look at some of the highlights from the 2023 season of the Private Equity Value Creation podcast. In these bite-sized value creation insights from firms including Hg Capital, B Capital Group and JMI Equity, you’ll learn about tried-and-tested strategies for portco hiring, financial management, sales processes and much more.…
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Ep.17: Legal, Tax and Accounting Panel | Essential Guide To Preparing for a Successful Founder Exit
45:03
45:03
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Shiv Narayanan interviews Hanny Akl, Transaction Advisory Services Practice Leader at Warren Averett, David LeGrand, Member (Partner), Tax and Transaction Advisory at Warren Averett, and Zach Crowe, Partner at Morris, Manning and Martin. Hanny, David, Zach and Shiv walk you through the essential legal and finance work it takes to set your business …
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Ep.16: Lauren Bonner, MBM Capital | The Value of Steady Growth in a ‘Unicorn or Bust’ VC Environment
38:44
38:44
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Shiv Narayanan interviews Lauren Bonner, Managing Partner at MBM Capital. Shiv and Lauren discuss how to sustainably scale enterprise value in companies where VC funding has dried up. Learn about MBM Capital’s playbook for investing in these companies, including how they evaluate potential investments, an approach for guiding companies towards prof…
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Ep.15: Sunil Grover, True Blue Partners | How to Help Companies Grow With a Corporate Finance
37:17
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On this episode Shiv Narayanan interviews Sunil Grover, Managing Partner at True Blue Partners. Sunil and Shiv discuss how True Blue Partners’ corporate finance perspective helps early-stage AI companies scale. Learn how they identify founders and companies that are best suited for their approach, why product-market fit is so vital, and how they co…
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Ep.14: Andrew Pierno, XO Capital | How to Leverage the Opportunity in Micro SaaS Investments
35:08
35:08
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Shiv Narayanan interviews Andrew Pierno, Co-Founder at XO Capital.Andrew and Shiv discuss XO Capital’s highly-targeted investments into small, PLG, single-purpose SaaS companies, and how their thesis contrasts with typical VC attitudes.Learn about why micro-investing presents such a blue ocean opportunity, how Andrew’s technical capabilities inform…
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Ep.13: Krista Morgan, Stage Fund | How Companies Can Rebound By Refocusing on Profitability
38:59
38:59
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Shiv Narayanan interviews Krista Morgan, General Partner at Stage Fund.Krista and Shiv discuss the challenges many companies experience in high-pressure VC models, and how Stage’s alternative investment approach offers a solution for founders and investors.Learn about Stage’s process for finding efficiencies and rebuilding revenue generation to get…
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Ep.12: Justin Johnson, Camber Partners | Maximizing Returns of PLG Software Investments
33:51
33:51
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Shiv Narayanan interviews Justin Johnson, Director of the Investment Team at Camber Partners. Justin and Shiv discuss how Camber Partners sources, evaluates, and adds value to companies with a product-led growth focus. Learn why PLG is such a popular approach among SaaS companies, and how Camber is leveraging AI, machine learning and a proprietary …
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Ep.11: Cody Lee, Summit Partners | What You Need to Know About Marketing in Portcos
50:26
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Shiv Narayanan interviews Cody Lee, Vice President in Summit Partner’s Peak Performance Group. Cody and Shiv discuss why marketing is a function no portco (and no investor) can afford to ignore, and what you need to know about portco marketing in the current environment. Learn about a realistic approach to data-driven marketing strategy, common are…
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Ep.10: Allen Duan, B Capital Group | 5 Pillars of Value Creation for Minority Investors
42:11
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Shiv Narayanan interviews Allen Duan, General Partner at B Capital Group.Allen and Shiv discuss how B Capital Group’s role as minority investors influences their approach to value creation and how they leverage the experience of advisors and partners.Learn how you can guide companies towards growth through team and organization, capital advisory, s…
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Ep.9: Matt Gallagher, Hg Capital | How to Increase Efficiency with Data and Strategy
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Shiv Narayanan interviews Matt Gallagher, Portfolio CRO at Hg Capital. Matt and Shiv discuss how the Hg portfolio team prioritize revenue growth strategies that will move the needle most in the first months after an investment. Learn about the importance of due diligence as a foundation for scale and the metrics you should review to assess performa…
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Ep.8: George Rossolatos, CBGF | How to Build Sustainable Growth with a Long Term Investment Approach
40:55
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Shiv Narayanan interviews George Rossolatos, CEO and Managing Partner of Canadian Business Growth Fund. George and Shiv discuss how CBGF’s investment philosophy and evergreen fund are a rewarding alternative to companies choosing rapid growth at all costs. Learn how longer holding periods can be the basis of sustained, profitable growth and better …
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Ep.7: Vinny Prajka, JMI Equity | How to Use ICPs and Segmentation as a Foundation for Scale
39:43
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Shiv Narayanan interviews Vinny Prajka, Partner at JMI Equity. Vinny and Shiv discuss how portfolio companies can increase efficiency and grow sustainably with a more focused approach to sales. Hear how JMI use customer segmentation to target sales efforts, reduce churn and increase average sales price. Learn how to implement this approach in your …
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Ep.6: AJ Gandhi, Marlin Equity Partners | 6 Needle Movers for Organic Growth
50:17
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Shiv Narayanan interviews AJ Gandhi, CGO at Marlin Equity Partners.AJ and Shiv discuss how Marlin Equity Partners’ team of operating professionals create value in their portcos with a hands-on approach to revenue growth. Learn about the sales and marketing structures that are the foundation to scaling but are often underdeveloped, and hear how Marl…
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Ep.5: Mariza Warshawsky, Assembly Group | How to Hire the Right Team To Grow Your Portfolio Companies
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Shiv Narayanan interviews Mariza Warshawsky, Partner at Assembly Group. Mariza and Shiv discuss Assembly Group’s tried-and-tested process to source and hire for key roles for PE-backed software companies. Learn how the experts recommend laying the groundwork for a successful search, and how to secure the best candidates in a competitive market. Get…
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