Episode 70: Protect Your People and Your Business: Dennis Carlson on How Insurance Needs Grow with Your Company
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation with Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. Dennis previously played the role of entrepreneur inside the insurance industry, founding Bespoke Benefits in 2009, which was later acquired in 2017. Now, he leads the executive benefits practice for Marsh McLennan Agency in the western United States. Dennis has extensive experience advising on employee and executive benefits, helping businesses attract and retain top talent. Get to know him, and hear some of his wisdom. Join us to learn the whole story!
Episode 69: Crowd Favorite: Making Business Sense with Supplier Diversity: Insights with Jean Kristensen
Welcome back to the Cash Flow CFO Podcast! This episode was so popular with our listeners that we are rebroadcasting it in case anyone missed it the first time. In it, I interview Jean Kristensen, the CEO and chief consultant at JKA Solutions. Jean connects women and minority businesses with government and large corporate entities seeking diversity in their contracts. Previously, Jean experienced firsthand the struggles and successes that come with rapidly scaling a family business built from scratch.
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Episode 68: Exploring Insurance Intricacies with Eddie Del Canto | Opportunities for Business Owners
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me on this conversation with Eddie Del Canto. Eddie started his insurance career in the late 1990s and has since made significant contributions to the commercial insurance industry. Before co-founding CompSure Insurance Solutions, he played a crucial role in the profitable growth of the workers’ compensation commercial segment at Wells Fargo Insurance Services and The Hays Companies, now Brown & Brown. Eddie was also a key producer for Employers Direct Insurance Company, a direct specialty carrier that provided relief to employers burdened by high premiums in the early to mid-2000s. Additionally, he made valuable contributions to the Pacific Business Division for Liberty Mutual Insurance. Mr. Del Canto holds a Bachelor of Science degree in Business Administration with a focus on service sector management from California State University, San Marcos. He is licensed in Fire and Casualty Insurance and holds the Commercial Lines Coverage Specialist Designation (CLCS). Outside of his career, Eddie’s passions include his family, friends, music, basketball, and assisting employers in negotiating the best workers’ compensation rates and services. Join us to learn the whole story!
Episode 67: Be that Expert the Public Knows: Lauren Banyar Reich Explains How Earned Media Elevates your Business
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation with Lauren Banyar Reich, the founder and CEO of public relations firm LBR PR. Lauren and her team excel at advancing clients’ business goals by connecting them with high-visibility media opportunities. LBR PR matches clients with media outlets seeking expert commentary, bylined articles, product features, and more. The company’s clients receive attention from prestigious publications like the Wall Street Journal, websites like Refinery29, and major metro area TV. Lauren emphasizes the outsized public credibility boost offered by these earned media appearances, when compared to paid media, AKA advertising. Join us to learn the whole story!
Episode 66: Contract to Cash Masterclass with The Cash Flow CFO and JKA Solutions – Part 2
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me on this episode for the second half of a two part series in which I co-host a virtual workshop with Jean Kristensen, the CEO and chief consultant at JKA Solutions. We pick up where we left off by discussing the important topic of owner’s compensation. Many business owners either take money off the top or put themselves on salary, which can strain the business. It’s crucial to dig deeper into how compensation fits within your business model.
Join us to learn the whole story!
Episode 65: Contract to Cash Masterclass with The Cash Flow CFO and JKA Solutions – Part 1
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me on this episode for the first half of a two part series in which I co-host a virtual workshop with Jean Kristensen, the CEO and chief consultant at JKA Solutions. We discuss the importance of being financially ready for business growth. At The Cash Flow CFO, we specialize in helping entrepreneurs manage their cash flow and navigate the financial complexities of scaling their companies. Your business is your most significant asset, and our goal is to make it financially robust enough to sell, leverage for financing, or provide for your future. We’ll explore what it means to be procurement ready, especially when targeting large contracts with government agencies or corporations.
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Episode 64: Cash Flow Quiz | Gauging Your Business’s Financial Health
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me on this solo episode as I share essential questions every business owner should ask themselves to gauge their financial readiness. I regularly discuss financial goals with entrepreneurs, prompting me to share these key questions with our audience. We go through crucial aspects like the ability to generate timely financial statements, the presence of a budget, and understanding customer acquisition costs. Join us to learn the whole story!
How Can a CFO Help Business Owners Adapt to Economic Uncertainty?
Let’s discuss how an Outsourced CFO can guide business owners through the storms of economic instability.
Episode 63: Coffee Talk with CFOs: Jessica Buzzell Salutes the Stressed Business Owner
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a chat with Jessica Buzzell, one of our brilliant CFOs. Jess shares some anecdotes collected over her 15-plus years dedicated to business development, accounting, financial management, and leadership consulting. Jess also revisits the stresses that came with scaling her own startup, which she built from the ground-up into a multi-million-dollar enterprise. We highlight how the CFO mindset played into optimizing the businesses we created firsthand.
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Episode 62: Insider’s Guide to Insurance: Amy Evans Reveals What Employers Need to Know
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me on this episode as I interview Amy Evans, who has more than 20 years of experience in the insurance industry, simplifying employee benefits for employers and their employees. In October of 2021, her insurance agency was acquired by Acrisure and she now serves as an associate vice president.
Amy works with employers to help them navigate the complex world of employee benefits, business insurance and risk management. In 2019, she started the Align Women Podcast, which features female entrepreneurs, leaders and other professionals who have demonstrated agency and innovation in their personal and professional lives. Amy is a frequent speaker, writer, podcast guest and social media participant, and you can find her engaging regularly on a variety of topics, including health insurance issues, entrepreneurship, social media strategies, women’s empowerment and networking with intention.
Join us to learn the whole story!