
The Fractional CFO Show with Adam Cooper (Adam Cooper)
Explorez tous les épisodes de The Fractional CFO Show with Adam Cooper
Date | Titre | Durée | |
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16 Nov 2023 | The Fractional CFO Show Trailer | 00:01:26 | |
Every small business owner needs advice and guidance. Each week successful Operators join fractional CFO Adam Cooper, to share their experiences, tips and tricks to help improve your business cash flows, profits and help reach your financial goals. | |||
23 Nov 2023 | Finance and the CEO | 00:39:52 | |
In our premiere episode, I was joined by Richard Carpenter, CEO of Bladonmore, the specialist stakeholder communications agency. | |||
30 Nov 2023 | How Legal & Finance Work Together | 00:41:13 | |
In our second episode, I'm delighted to be joined by Merley Okine, Group General Counsel of Ebiquity plc, the media investment analysis firm.
In this conversation, Merley and I cover a plethora of topics that you won’t want to miss.
Some of my favourite parts were:
✅ What legal support a business needs as it scales; ✅ Budgeting tips for Legal and other Departments as well; ✅ When to bring Legal into strategic commercial situations; ✅ How the Finance and Legal teams should best collaborate; ✅ Insights into how to manage legal and compliance across an international entity.
Where to find Merley: Web: https://ebiquity.com/ LinkedIn: https://www.linkedin.com/in/merleyokine/ | |||
07 Dec 2023 | Running Profitable Productions | 00:38:23 | |
In this, our third episode, I'm joined by @Rich Nicholas, Global CFO & COO @Ridley Scott Creative Group, the Creative Group led by the legendary Director Sir Ridley Scott.
In this conversation, Rich and I cover all that you need to know about running a production profitably from commercials all the way through to episodic TV.
Some of my favourite parts were:
✅ The (£75 grand) risks of going over budget on filming; ✅ Rich’s insights and tactics for setting budgets on Productions; ✅ How Rich balances the conflicting demands of cash and creative; ✅ The value and importance of a strong, experienced Head of Production; ✅ Finance being responsible for the sweets and the petrol - don’t worry, it makes sense on the pod!
Subscribe now to make sure you don’t miss out on future episodes.
#FractionalCFOShow #ProductionFinance #PodcastAlert #RichNicholas #AdamCooperCFO 🚀
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14 Dec 2023 | Selling Your Agency Business | 00:37:02 | |
In this, our fourth episode, I'm joined by David Blois, the Founder and Managing Partner at M&A Advisory, the specialists advising on company sales, mergers and acquisitions in the marketing communications, media and martech sectors. | |||
21 Dec 2023 | Good Corporate Governance For Small Businesses | 00:27:18 | |
In this, our fifth and final episode before we break for the holidays, I'm joined by Dan Kalms, an experienced Finance Leader, currently Financial Controller at Sullivan and Stanley, the award-winning specialist change consultancy. In this broad ranging conversation, Dan and I cover all that you need to know about good Corporate Governance in small and growing businesses. 🌟 Some of my favourite parts were: ✅ The benefits of a limited company structure; ✅ How your company structure impacts and affects your access to finance; ✅The challenge, importance and impact on behaviour of setting strong KPIs; ✅The roles, duties and benefits of having strong and diverse Board of Directors; ✅ The importance of Non Exec Directors and particularly of the diversity of that group. Business Book Bonus Recommendation – The Future Business Formula: How to change faster and accelerate business success - https://amzn.eu/d/c3jMbAy | |||
02 Jan 2024 | Choosing & Launching The Right Finance System | 00:31:20 | |
As we kick off the new year, I'm thrilled to be joined by Magda Dillon, the Owner-Director and Head of Consultancy at Pain Free IT, experts in leading and delivering best in class business solutions.
In this broad ranging conversation, Magda and I cover all that you need to know about selecting, implementing and launching a new agency finance and project management system.
🌟 Some of my favourite parts were: ✅ Why and When Businesses should consider rolling out a new system; ✅ How Magda views AI impacting the world of Finance and PM systems; ✅ How to best avoid a garbage in / garbage out situation with data migration; ✅ How to get the wider business teams involved in the project for optimum buy in; ✅ The need for a bespoke, iterative approach to launching a successful product roll out. | |||
09 Jan 2024 | Expanding your Business Internationally | 00:39:27 | |
In this episode, I'm delighted to be joined by Jason Miles, SVP Finance at Conde Nast, the global media company with a portfolio including brands such as Vogue, Vanity Fair, GQ, Wired, among others. The Culture Map – Erin Meyer - https://amzn.eu/d/0YWNcg5 | |||
12 Jan 2024 | Share Options and Employee Benefits | 00:34:21 | |
In this episode, I am joined by Sam Lenox, the Head of Employee Incentives at Harper James, a modern law firm, purpose-built to support entrepreneurial businesses in their growth from startup to scale up and beyond.
In this conversation, Sam and I explore the world of employee share options, looking at the structure, their implementation and an important insight for businesses who may be new to this world of incentives to better understand what is available.
🌟 Some of my favourite parts were: ✅ How to educate and manage expectations of young staff around share options; ✅ Understanding the not insignificant tax benefits of the EMI scheme; ✅ How an internal market typically works for these kinds of schemes; ✅ Managing Share Option schemes with an International hat on; ✅ Marrying long term ESOPs with shorter term bonus scheme.
Legacy – James Kerr - https://amzn.eu/d/5xTOA4B | |||
15 Feb 2024 | The Creative Commercial Challenge | 00:37:07 | |
🌟 Kicking off our new series, I'm thrilled to be in conversation with @Ali Gray, the VP and Executive Creative Director at @Free Think Media.
In this episode, we delve deep into the world of Creative businesses, exploring the commercial challenges of managing creative teams and nurturing their potential.
Here are some highlights from our discussion:
✅ Ali's unique blend of creativity and spreadsheet prowess. ✅ Strategies for motivating and empowering creative teams. ✅ Uncovering significant savings through questioning and innovation. ✅ The power of constraints in driving creative solutions. ✅ Embracing failure as a pathway to innovation.
Creative Act – Rick Rubin - https://amzn.eu/d/0YgZ1eq Robert Mayhew – TikTok - https://www.tiktok.com/@mrrobertmayhew?lang=en | |||
27 Feb 2024 | Navigating HR for Small Business Success | 00:32:03 | |
In this episode, I’m thrilled to be joined by @Sarah Ropek, the Founder of @People Management Partners, an HR consultancy committed to delivering HR solutions to startup, small and medium sized businesses.
In this conversation, Sarah and I explore the world of HR for Small Businesses – and how small business owners can best approach the people side of their businesses.
🌟 Some of my favourite parts were: ✅ Developing your team’s skills and using competency frameworks to do so; ✅ Hiring for shared values amongst your management team as you scale; ✅ Forecasting for staff fluctuations and seasonality in your business; ✅ Rules of thumb around hiring full time vs. fractional staff; ✅ The benefits of virtual co-working for hybrid teams. The Culture Code by Daniel Coyle - https://amzn.eu/d/1dZmjl3
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07 Mar 2024 | Finance for Founders | 00:35:41 | |
In this episode, I’m thrilled to be joined by Richard Hadler, an Angel Investor, experienced executive and Co-Founder of Founders Capital, an investment community dedicated to helping founders raise investment from other founders and start up experts. Allan Leighton - Tough Calls: Making the right decisions in challenging times - https://amzn.eu/d/5XEsG9c | |||
11 Mar 2024 | Finance and Account Management | 00:32:57 | |
In this episode, I’m thrilled to be joined by @Rachael Ager, the Client Services Director at Brunswick Creative, the creative arm of Brunswick group, where Rachael leads the account management team working across offices in Europe, North America, Asia, and the Gulf.
In this conversation, Rachael and I explore how agency finance teams can best empower and support account management and in turn their clients.
🌟 Some of my favourite parts were: ✅ How Rachael sees the role of finance as a vital second pair of eyes within the business; ✅ The challenges of working in a Creative agency and managing overspends to ensure client satisfaction; ✅ The management of projects and ensuring that as a global agency international clients are supported in a consistent way; ✅ How Brunswick Creative use regular finance surgeries as ways to provide visibility to Account Management on project progress; ✅ How education of the team on the direct link between timesheets, estimates and invoicing improves timesheet completion rates. Business Book Bonus - Belonging: The Ancient Code of Togetherness by Owen Eastwood - https://amzn.eu/d/cLr4TFZ | |||
14 Mar 2024 | The Innovative Accountants | 00:32:08 | |
In this episode, I’m thrilled to be joined by @David Adderson, the co-founder of @Youtopia, a premium cloud accounting service that helps simplify your finance department..
In this conversation, David and I explore how we can integrate technology into your client's workflows as an accountant and how to help make their finance operations simpler and more streamlined.
🌟 Some of my favourite parts were: ✅ How David’s holistic early career experience outside of accounts helped his view of using tech efficiently; ✅ How AI is shaping the accounting landscape not currently as Artificial intelligence but more as Automation Intelligence ✅ The shiny toy syndrome and the need to ensure you are fully utilising existing software rather than just bringing in more toys; ✅ How it is mindset management with the Finance Department or Business Owner that is the hardest part of introducing new technologies; ✅ How David trials new tools to ensure that any new tech is rolled out only if it makes life markedly better either on the Client or Youtopia’s workflows. Business Book Bonus Section: · The Diary of a CEO Podcast - https://stevenbartlett.com/the-diary-of-a-ceo-podcast/ · Lewis Morgan Podcast - https://www.lewismorganpodcast.com/ · The ups and downs of a small business owner Podcast - https://www.youtopia.co.uk/podcast | |||
28 Mar 2024 | Insights from an SME Consulting Expert | 00:45:12 | |
In this one I had the pleasure of chatting with Dave Parry, the Managing Director at Wellmeadow Ltd, a consultancy that helps businesses that need non-exec support, process transformation or support with lead generation.
Dave and I had a wide ranging discussion, looking at how small businesses set their vision and strategies, how they live up to those and ensure the entire organisation stays on track.
We looked at some of the specific challenges of hybrid working, with Dave’s experience of chairing thousands of Board Meetings providing interesting insight to the In Office vs. Remote discussion many of us are having.
Dave then shares some excellent rules around hosting an effective meeting as well as a well thought through marketing workflow that they support their clients with at Wellmeadow.
If you are looking for clarity around Operations, Corporate Governance and Marketing, Dave’s clear thinking and straightforward approach to business is refreshing and this episode is a must for you. | |||
02 Apr 2024 | The Journey of a(nother) Fractional CFO | 00:31:26 | |
In this episode, I’m thrilled to be joined by @Manny Skevofilax, the Owner of @Portal CFO Consulting a consultancy that Manny has been operating for over 20 years with a mission to help business owners make more money by successfully navigating the challenges of growing their businesses profitably.
In this conversation, my first with another fractional CFO, the tables are turned and Manny and I discuss his journey from restaurateur, through to Corporate Banker and now to Fractional CFO.
🌟 Some of my favourite parts were: ✅ Manny’s family background and how his parent’s experiences helped shape Manny’s own professional journey; ✅ How Manny’s first career as a restaurateur helped shape his views on cash and subsequent advice as a Fractional CFO; ✅ The importance and grounding that continuous learning provided Manny – most notably how to think about credit risk and analyse a financial statement; ✅ On the contrary though, how successful billionaire business owners dismissed complex financial calculations and relied on simplicity to keep everyone rowing in the same direction; ✅ How small business owners can be resistant to change but through gentle education and helping clients improve their profits, Manny has been able to work with some clients for upwards of 20 years. https://www.amazon.co.uk/Million-Dollar-Consulting-Alan-Weiss/dp/0071622101 | |||
23 May 2024 | Optimising Payments for SMEs | 00:32:45 | |
In this first episode of the new season, I’m thrilled to be joined by Lewis Turek, the General Manager of North America at GoCardless, a payment company that allows a simple, secure way to get paid, without the chasing stress or expensive fees. | |||
30 May 2024 | New Founders Finance Considerations | 00:38:05 | |
In this episode, I’m thrilled to be joined by Chris Lang, the Founder of Flash Partners Limited, a company that provides in-sourced finance functions for small and medium sized companies in the marketing communications industry.
In this conversation, Chris and I explore what new founders and startups need to consider from a finance perspective and provide some tips and tricks that startups and small businesses need to consider around finance.
🌟 Some of my favourite parts were: ✅ Chris’ mantra that cash is king and how it is the unexpected bill that can often be a company’s downfall; ✅ How running both a 12-week and an annual cash flow forecast will help to manage those short and longer term cash flow bumps in the road; ✅ The signalling that HMRC are making that Corporation Tax will be coming payable more frequently than the current annual payment dates; ✅ How it is the company stage in its life and growth cycle that determines the complexity of a business’s systems, processes and management reporting; ✅ The importance and need for timesheets as soon as you have people employed to work on client work, so you understand what is going into what you are selling | |||
06 Jun 2024 | Mindful Onboarding for Small Businesses | 00:37:00 | |
In this one, I'm delighted to be joined by @Wenceslyne Ong, the Founder of @Elite LVL, a business operations consulting firm with a world-class customer onboarding and continuous improvement framework, helping cost conscious businesses scale.
In this broad ranging conversation, Wenceslyne and I cover all that you need to know about having a strategic and mindful approach to staff onboarding in small and growing businesses.
🌟 Some of my favourite parts were: ✅ How the experience at companies such as Google and Fed Ex inspired Elite’s onboarding mindset; ✅ Why small companies should focus on experience to compete with the larger multinationals; ✅ How onboarding is part of an holistic approach to treating employees in the right way; ✅ How the employee’s individual culture should be considered when onboarding; ✅ Why having a great onboarding program increases staff retention by 82%. | |||
13 Jun 2024 | Effective Marketing Plans for Small Business Owners | 00:42:30 | |
In this one, I'm delighted to be joined by Helen Cox, a Chartered Marketer, and Founder of Helen Cox Marketing, a marketing consultancy specialising in advising professional service firms on their marketing and business development. | |||
20 Jun 2024 | The Importance of Wellbeing at Work | 00:34:35 | |
In this one, I'm excited to be joined by Chris Cummings, the Group CEO and Founder of Wellbeing at Work World, an organisation on a mission to make wellbeing a strategic priority for every business. | |||
27 Jun 2024 | Considerations starting a business as a 2nd career | 00:38:54 | |
I was very pleased to be joined by @Russell Rich, one of the senior partners at @Lubbock Fine, a leading firm of chartered accountants and tax advisors, where Russell heads up the sports, media and entertainment desk.
I really enjoyed this conversation with Russell where we explored a situation familiar with many these days, noticeably some considerations when starting up a business as a second career.
🌟 Some of the most interesting elements were: ✅ How, when externally financing, Investors will want you to have some skin in the game; ✅ How as an entrepreneur, you've got to focus on working in the business and on the business at the same time; ✅ How forecasting and mapping out a business plan is key - to the point that you do best case, mid case and worst case scenarios; ✅ The need to generate sufficient income and importantly cash flow to cover all those benefits that were previously paid by your employer.; ✅ The need for good accounting at the start because otherwise it doesn't matter how great the opportunity is or the business model, those things will fail. | |||
04 Jul 2024 | Navigating Change - Strategies For Small Businesses | 00:36:55 | |
I was delighted to be joined by @Alice Olins, Career Expert, Coach and Trainer, and the Founder of the @Step Up Club, an organisation that works with individuals and teams to help them fulfill potential, navigate and embrace change.
This was an impactful conversation with Alice where we explored change and how small businesses can best navigate it.
🌟 Some of the most interesting elements were: ✅How, leadership through communication and openness is such an important part of successful change; ✅The importance of having a deep understanding of the stakeholders or the people involved in any change; ✅During times of change, be the Leader where people follow your vision, not because you're telling them to, but because they really believe in you as a person; ✅The value of appointing change agents within the company to help activate change and mitigate some of the barriers that inevitably come up through the process; ✅The importance of making sure there are points in the timeline where you stop, measure and articulate where you are at in the lifecycle of the project to maintain the impetus. | |||
19 Sep 2024 | Trapped in the Data Black Hole? Time to Upgrade! | 00:41:51 | |
Click the link below for the Limited time 2 for 1 offer mentioned on the pod: In this first episode of the new season, I’m thrilled to be joined by Suke Ridler, the CEO and founder of My LifeJars, a company that assists in organising documents and passwords to access during life and after death. | |||
03 Oct 2024 | The Art of Finance | 00:37:58 | |
On this one I was very pleased to be joined by Emilia De Stasio, CFA, the Founder & COO at Artscapy, the wealth management platform dedicated to art collecting. | |||
17 Oct 2024 | Smarter Growth with Design Thinking | 00:38:17 | |
On this one I was very pleased to be joined by @Jon Reay and @Tim Seddon, the Co-Founders OF @Room 42, a start-up that facilitates effective change and innovation through the use of Design Thinking based programmes, to help businesses tackle the most challenging of live business problems.
I really enjoyed this conversation with Jon and Tim where we dived into how they went on the journey to start Room 42 and specifically how they have seen Design Thinking used to improve Financial Performance.
🌟 Some of my favourite parts of our conversation were: ✅ How, if you can break up and disrupt day to day thinking, it provides the opportunity to inspire different interactions that can be the key to unlocking new thinking and ideas; ✅ How, if you get the right direction of travel, with a small team, Design Thinking can offer opportunities for small businesses to leapfrog larger competitors; ✅ Having a CFO or Finance professional within any change management program from the outset is really critical to help projects succeed more quickly; ✅ Their experience of imposing change top down, leads to a demotivated business that's struggling to adapt to change, while engaging with everyone leads to a much more highly motivated and agile business; ✅ How one of my favourite books, Douglas Adams, The Hitchhikers Guide to the Galaxy helped inform both their company name and their approach to business.
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21 Nov 2024 | Clarity of Mind on the Entrepreneurial Journey | 00:38:58 | |
On this one I was delighted to be joined by Francesca Hodgson, MBA, the successful entrepreneur and Founder of We are Ambition, a business consultancy offering fractional leadership, growth services, mentoring and coaching. | |||
03 Dec 2024 | The Power of Networking for Financial Success with Lizzie Phillips | 00:35:37 | |
On this one I was delighted to be joined by Lizzie Allen Phillips, the founder of IWant2Network, who is on a mission to become London's number one premium business networking organization with her networking group, IWant2Network. | |||
17 Dec 2024 | From Finance to Strategy: Supporting Small Businesses with Big Ambitions | 00:31:30 | |
On this one I was delighted to be joined by Erika Robinson, the UK General Manager of Constant Contact, a leading platform for small business marketing solutions. | |||
14 Jan 2025 | From Startup to Category King | 00:36:20 | |
On this one I had the pleasure of speaking with Paul Sherratt, founder and CEO of gloveglu – an innovative brand that’s reshaped the goalkeeping product category with products sold in 55 countries and over 1.1m followers on social media. | |||
04 Feb 2025 | Scaling AI Solutions for Business Impact | 00:34:45 | |
This week, I had a fascinating conversation with St John Dalgleish, CEO of Perlon AI, about the reality of building AI-driven solutions that actually deliver results. Business Book Bonus: https://www.hubspot.com/startups/podcast https://mistral.vc/the-product-market-fit-show/ https://www.saastr.com/podcasts/ The Road to Conscious Machines by Michael Woolridge: https://amzn.eu/d/07iIzKN James by Percival Everett: https://amzn.eu/d/gCDVYb2 |