Welcome to the Role Forward.
The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance.
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All Episodes
Episode 46 | November 27, 2023
In this episode of The Role Forward, CJ Gustafson, CFO of PartsTech and the man behind Mostly Metrics, discusses what it takes to run a successful annual planning process and set your company up for success from the finance seat.
Episode 45 | November 13, 2023
In this episode of The Role Forward, Kristian Marquez, President and CEO of FinStrat Management, discusses challenges and advice for startups on the path to profitability.
Episode 44 | October 2, 2023
In this episode of The Role Forward, Todd Spartz, CFO of LinkLive, discusses the current state of AI in finance and explores the technology's potential to change the profession.
Episode 43 | September 18, 2023
In this episode of The Role Forward, Scot Mollot, CFO at Attivo Partners, discusses what it's like to work with fractional CFO services and how to make sure you're getting the best service possible from your partner.
Episode 42 | August 28, 2023
In this episode of The Role Forward, Zack McCarty, the Director of FP&A at Qwick, discusses how he thinks about building a collaborative finance function that acts as strategic support for all departments across his organization.
Episode 41 | August 14, 2023
In this episode of The Role Forward, Bijan Moallemi and Joe Garafalo, Co-Founders and CEO/COO of Mosaic, discuss the current state of the "strategic finance" category they set out to create in 2019.
Episode 40 | July 31, 2023
In this episode of The Role Forward, Eugene Lee and Marissa Moore from OMERS Ventures join Joe Michalowski and Joe Garafalo to discuss the state of venture funding in 2023 and how to navigate it as a startup leader.
Episode 37 | June 27, 2023
In this episode of The Role Forward, Brian Campbell, a Co-Founder of Mosaic, discusses the process he has gone through with the Mosaic data team to provide more granular visibility into SaaS billing data.
