Episode Archive - Page 2 of 18 - ProcurementExpress.com

Nicolò Scoditti – CEO Reveals How to Go Public WITHOUT Raising Money

In this episode, James Kennedy chats with Nicolò Scoditti, co-founder of Hybris Corporate Finance, about taking an Italian martech company public via a direct listing – why they chose it over a traditional IPO, what it actually does (no new shares, no fresh capital), and how it can unlock credibility, liquidity and a future funding path. Nicolò also lifts the hood on running a fractional CFO practice for lower-mid-market firms in Italy – turnarounds, PE/VC dynamics, and the nuts and bolts of staffing multi-client finance teams.

Devin O’Brien – I Built a 7-Figure Business in 2 Years (Without Experience)

James Kennedy sits down with Devin O’Brien, co-founder of Kordis.io, to explore how productized services are reshaping the world of fractional CFOs. Devin shares his journey from Penn State finance graduate to KPMG M&A associate, and how he made the leap from corporate deals to building a high-growth financial services firm. They dive into cleaning up chaotic startup books, implementing spend control, and why real-time financial collaboration beats traditional reporting.

Victor Lanten – Venezuelan CFO Forced to Flee and Start Over at 45

James Kennedy sits down with Victor Lanten, fractional CFO at Compass Planning Group, to unpack how a top Latin-American finance leader rebuilt from scratch in the U.S. – going from PepsiCo, GM, Citibank, Motorola & Brightstar… to Uber driver and golf caddie… to running a thriving advisory. Victor shares the mindset, systems, and client playbooks he now uses to professionalize SMB finance – especially in food, manufacturing, and multi-location healthcare – plus the Sandler selling approach that helped him grow without “hard selling.”

Kevin Leuthardt – A Swiss CFO’s Guide To Crypto on the Balance Sheet

James Kennedy sits down with Kevin Leuthardt, Swiss tax-lawyer-turned–fractional CFO and founder of 3K, to demystify “crypto on the balance sheet.” They separate hype from reality with two practical buckets: Bitcoin as (emerging) store of value and stablecoins as fast, low-cost rails for payments. Kevin explains the new ETF moment for Bitcoin, how to think about custody, accounting classification, covenants, and valuation, and where stablecoin payments can beat wires for speed and fees – plus what can go wrong and how to de-risk it.

Kenny Jen – The Break Dancing CFO Who Revolutionized Vendor Management

James Kennedy chats with Kenny Jen – fractional CFO and co-founder of QuantFi – about the art & science of vendor management: sourcing, sampling, negotiating, and building real partnerships that scale. From break-dancing combo “models” in Excel to modeling CPG margins, Kenny shares practical playbooks for testing products cheaply, picking the right factories/brokers, and sequencing channels (DTC → retail) so your unit economics actually work. He also demystifies cannabis/CBD finance: distribution constraints, banking/payments, tax traps, and why hemp-derived low-dose beverages are changing the game.

Benjamin Ziza – $20M Company Didn’t Know Their Revenue

James Kennedy welcomes Benjamin Ziza, co-founder of Iter Advisors, to discuss what makes a fractional CFO not just valuable – but indispensable. Benjamin shares his unique ability to explain value clearly to CEOs and close clients effectively, a skill many fractional CFOs struggle with. Drawing on his background in audit, consulting, and senior finance roles across Europe and Africa, he unpacks how trust, fairness, speed, and logical communication underpin his firm’s rapid growth.

Craig Patterson – From Welfare to Department Head in 60 Days

James Kennedy sits down with Craig Patterson – fractional CFO, CEO of Patterson & Associates Consulting (PAC-LLC), former Bechtel engineer, and one-time stand-up comic – to unpack how housing authorities work, why purchase orders are essential for public-funded accountability, and how AI/automation can give finance teams their evenings back. From UC Berkeley football to Department of Defense–scale builds, Craig shares a people-first approach to delivering tech that everyday teams can actually use.

Joe O’Regan – Why 90% of Startups Waste Their Capital

James Kennedy chats with Joe O’Regan – founder of Intrinsic CFO and an ACCA-qualified fractional CFO – about the full arc of capital: deploying it in banks, raising it in corporate finance, and managing it inside growing SMBs. From wind-farm project finance and PPAs to benchmarking margins and preparing for exit, Joe breaks down how smart capital allocation – and the “three Es” (economical, effective, efficient) – drives durable growth. Along the way: dairy-farm grit, Big Four consulting, Canada radio days, and why every business should be “always ready to sell.”

Kyle Gasaway – How We Got Acquired by IBM Using Only QuickBooks

James Kennedy welcomes Kyle Gasaway, founder of Unicorn Group, to unpack the myths and realities of ERP implementations and why many startups don’t need them nearly as early as they think. Kyle shares candid lessons from years as a Big Four auditor, controller, and startup CFO – covering failed NetSuite and Sage Intacct rollouts, QuickBooks-powered exits (including an IBM acquisition), and his framework for keeping finance stage-appropriate. He also explains how fractional CFOs can maximize value through equity strategy, pricing discipline, and simplicity in systems

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