Procurementexpress.com Archives - Page 2 of 20

Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

Multi-Property Hospitality Group Streamlines Procurement Operations

A regional hospitality group operating four hotel properties successfully transformed their disorganized procurement processes by implementing a unified digital procurement management system. The solution addressed

Construction Company Streamlines Multi-Location Procurement Operations

Executive Summary A multi-location construction company successfully transformed their manual procurement process by implementing a comprehensive digital procurement management system. The solution addressed critical challenges

Pharmaceutical Manufacturing Company Transforms Manual Procurement Operations

Executive Summary A mid-sized pharmaceutical manufacturing company successfully transitioned from manual, Excel-based procurement processes to a comprehensive digital procurement management platform. The implementation addressed critical

Case Study: Public Safety Organization Digital Procurement

Executive Summary A multi-station public safety organization successfully implemented a comprehensive digital procurement solution to replace email-based purchasing processes while managing tight budget constraints typical

Joe Stafford – The $26 Million Math Mistake That Changed Everything

In this episode, James Kennedy sits down with Joe Stafford, founder of Trinity Business Advisors and serial entrepreneur, to unpack hard-won lessons from scaling to $60M revenue, surviving a bank workout, exiting two companies, and now guiding owners through exit planning the right way. Joe shares how a simple gross-margin math fix generated $26M in profit, what really happens when private equity is on the other side of the table, and a practical playbook for making your business sellable, scalable, and less owner-dependent.

Jeffrey Heybruck – A La Carte Billing Was Killing Profits – Here’s the Fix

In this episode, James Kennedy chats with Jeffrey (Jeff) Heybruck, CPA and founder of Lucrum Consulting in Charlotte, NC. Jeff breaks down how he helped a high-end landscaping firm transform its maintenance arm from custom, ad-hoc work into packaged, recurring revenue – boosting margins, simplifying ops, and making the company far more attractive to a private-equity roll-up. Along the way, he shares CFO tactics for pricing, renewal timing, quoting, and why you shouldn’t kill an “unsexy” service that quietly drives both profit and pipeline.

Case Study: Small Business Digital Procurement TransformationCase Study:

Executive Summary A growing small business successfully transitioned from paper-based procurement processes to a comprehensive digital procurement management system. The implementation addressed key challenges including

Case Study: Multi-Location Care Organization Procurement Transformation

Executive Summary A rapidly growing multi-location care organization successfully implemented a comprehensive procurement management solution to centralize operations across six facilities, with plans to scale

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