Épisodes

  • From the Navy to Wall Street: Lessons in Investment Wisdom

    From the Navy to Wall Street: Lessons in Investment Wisdom
    Sep 14 2025
    In this Strategic CFO Podcast episode, host Jan Robertson talks withDaniel Beck, CFA,Financial Professional at Equitable Advisors and former U.S. Navy officer. From hedge fundmanagement to teaching behavioral finance, Beck reveals how behavioral biases shapedecisions, why annuities and risk management matter, and how executives can protectlong-term security. Listeners will learn why asset allocation to risk tolerance—not marketpredictions—is the key to investing success. Connect with Daniel Beck on LinkedIn:https://www.linkedin.com/in/danbeckusna99hbs2009/
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    47 min
  • Don’t Leave Free Money on the Table: Tax Insights

    Don’t Leave Free Money on the Table: Tax Insights
    Sep 1 2025
    In this episode of the Strategic CFO Podcast, host Jan Robertson interviews Jacob Prentis Wood, Partner at Capstan Tax Strategies, whose expertise lies in unlocking powerful federal tax incentives for small to mid-sized businesses. Speaking directly to financial executives at both public and private companies, Wood underscores the urgency of capturing value from R&D Tax Credits, Cost Segregation Studies, and the 179D Energy Deduction—particularly as legislative changes now require amortization of R&D costs. He highlights that many companies are unaware they qualify, especially startups and manufacturers doing iterative product development or energy-efficient construction. Wood provides compelling examples of helping clients reclaim hundreds of thousands of dollars annually, including a tech startup leveraging payroll tax offsets and a real estate firm maximizing depreciation through engineering-based analysis. He emphasizes strategic tax planning as a tool for improved cash flow, not just compliance, and stresses the importance of cross-functional collaboration between CFOs, CPAs, and specialty tax consultants. Financial leaders are advised to act early to avoid missed opportunities and mitigate the risk of leaving “free cash” on the table. https://www.linkedin.com/in/jacob-wood-taxincentives/
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    44 min
  • Valuation Moves That Save Millions

    Valuation Moves That Save Millions
    Aug 12 2025
    Family Business Valuation: Avoid the Trap Is your family business planning a transition? Are you gifting shares after receiving an LOI? Could poor timing inflate your tax burden? 💼 Listen to the upcoming episode of the Strategic CFO Podcast. Petra Loer outlines how valuation timing can make or break estate and exit strategies. She explains why gifting or transferring shares before receiving outside indications of value—like a term sheet—is essential for protecting long-term outcomes. Connect with Petra on LinkedIn: https://www.linkedin.com/in/petra-loer-979b7914 —Petra Loer, Managing Director, Andersen
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    48 min
  • What CFOs Miss After the Deal—and in Venture Debt

    What CFOs Miss After the Deal—and in Venture Debt
    Aug 5 2025
    In this episode of the Strategic CFO Podcast, Jan Robertson interviews James Vanreusel, Founder and CEO of Vanreusel Ventures, a seasoned finance leader with deep expertise in both for-profit and nonprofit sectors across global markets. James shares key insights drawn from two decades of experience, including his early Wall Street career, his CFO leadership launching microfinance banks in the South Pacific, and his current work advising U.S.-based companies with international operations. He highlights the importance of building financial infrastructure before fundraising, discusses due diligence and integration pitfalls in Cross-Border M&A, and warns of hidden risks like post-acquisition tax liabilities and unaccounted vendor invoices. James also dives into Post-Merger Integration Challenges, from cultural mismatches to 401(k) audit triggers, and explores the strategic use of Venture Debt Financing for startups struggling to raise equity in uncertain markets. Throughout the conversation, he emphasizes the value of strategic financial leadership—“above the waterline” thinking—as essential for growth, resilience, and C-suite readiness. Key message: Strategic finance leadership is not just about managing numbers—it's about enabling sustainable growth across borders, balancing risk, and driving alignment from the boardroom to the front lines. https://www.linkedin.com/in/jamesvanreusel/
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    41 min
  • From Japan to IPO: A CFO's Cross-Border M&A Playbook

    From Japan to IPO: A CFO's Cross-Border M&A Playbook
    Jul 21 2025
    Bill Roeschlein, CFO of Tigo Energy, shares critical insights on M&A strategy and finance leadership in this FEI Silicon Valley Strategic CFO Podcast. Roeschlein emphasizes the importance of understanding your company's business model deeply to effectively communicate value to investors, and highlights key M&A strategies including "cleaning house" before sale processes and managing cross-border complexities with international acquirers like Merck KGaA and Atlas Copco. He addresses current challenges CFOs face including supply chain diversification from China, CFIUS regulatory scrutiny, and managing international subsidiaries under different accounting standards. His career progression demonstrates the adaptability required in modern finance leadership, while emphasizing mentorship, curiosity, and passion as essential elements for aspiring financial executives. LinkedIn: https://www.linkedin.com/in/roeschlein/
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    44 min
  • Women CFOs: Your Skills = Board Gold

    Women CFOs: Your Skills = Board Gold
    Jul 15 2025
    Are you a seasoned financial executive wondering how to break into corporate boardrooms? In this episode of the FEI Silicon Valley Strategic CFO Podcast, we sit down with Julie Castro-Abrams, founder of How Women Lead and managing partner of How Women Invest, who reveals why your finance background makes you board-ready right now—even if you don't think so. Castro-Abrams shares insider strategies that helped women from her own network secure their first public company board seats, including how to leverage your current role to gain boardroom exposure, why nonprofit boards are your secret weapon, and the specific relationship-building tactics that actually work. She tackles the biggest concerns holding financial leaders back—from time commitments to readiness anxiety—and delivers a wake-up call: while you're waiting for the "perfect moment," others are already claiming those coveted board positions. Tune in to discover the concrete steps that can transform your boardroom aspirations into reality. LinkedIn https://www.linkedin.com/in/julie-castro-abrams/.
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    22 min
  • How Mindfulness Transforms Leaders

    How Mindfulness Transforms Leaders
    Jun 23 2025
    Timothy Swords, MBA, founder of Mindful Leadership Executive Coaching and a former CFO and business transformation executive, shares his unique approach to leadership in this podcast. He highlights how integrating mindfulness and executive coaching helps leaders—especially financial executives—develop self-awareness, emotional intelligence, and resilience, which are essential for navigating high-pressure environments. Timothy provides practical examples, such as coaching a biotech CFO who intimidated colleagues, helping him use mindfulness and emotional grounding to improve relationships and communication. He emphasizes values-based intentions and the need for leaders to bridge the gap between intentions and impact, addressing common risks like emotional reactivity and executive presence challenges. The key message: mindfulness enables financial executives to lead with clarity, purpose, and authenticity. Guest’s LinkedIn Profile: https://www.linkedin.com/in/tswords/
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    54 min
  • CFO to COO – A Professional Journey

    CFO to COO – A Professional Journey
    Jun 10 2025
    Adrienne Dale is one of a select few professionals nationwide who deliver Fractional COO services, offering over 20 years of hands-on leadership in scaling and transforming small and mid-market B2B SaaS, service and content businesses. Known for her breadth of functional expertise—spanning operations, software development, enterprise tech integration, finance, and customer loyalty—Adrienne partners closely with CEOs to optimize execution while freeing them to focus on strategic vision. Her unique ability to decode and operationalize insights from complex data has earned her the reputation of a “Data Geek” who consistently uncovers game-changing opportunities hidden within company performance metrics. As Principal of Pivotal LLC and former COO at high-growth firms, Adrienne drives results through data-driven strategy, scalable operations, and a focus on high-performance cultures. LinkedIn: https://www.linkedin.com/in/adriennedale/
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    52 min