BDS 8: Succession Planning

Overview of the Business Development Program with a focus on effective planning and review process that includes life goals, role in the business and the ultimate vision for the business. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist ...  Show more

A look at how life planning affects business people and the values that should be integrated into progressive business planning. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: Director of Busi ...  Show more

This week, Yuval Atsmon, the newly appointed head of McKinsey's finance function, joins us to share his perspectives on the chief finance role.

Yuval is also a client-serving senior partner in our firm's Tec ...

A CFO is expected not only to lead financial reporting and the Office of Finance but also to provide strategic insights and strategies that propel the business forward. As a new CFO, you might feel eager to start doing the latter as soon as possible. But you don’t need to build y ...  Show more

In each episode of our Year-end toolkit series, our guests share insights on key areas of the year-end accounting and reporting process. The conversations are relevant for all finance teams, even if it’s not year-end close time. And it’s relevant even for those not engaged in ...

<span data-sheets-root="1">J.J. Levenske is the President and Co-Founder of Bleuwave, a company that provides facilities-based solutions for its clients. J.J. has over 30 years of experience in the construction and business solutions industry, and is a past board member at Vis ...