In this special edition episode of CFO Leader, we record a live expert panel of CFO's discussing the ins and outs of managing an operating plan. We cover three main areas of discussion: Part 1: Operating Plan Foundation (15 minutes) Planning Preparation: What is the role of the CFO vs other executives in the operating plan process? (Kevin McKenzie)…

Episode Content Outline General Discussion Building a Remote Finance Team Ken to give overview of structure of current team Ken to talk through closing calendar structure How do you manage your close calendar? What are the critical monthly deadlines? When are the books closed? The Virtual Assistant to the CFO How do you currently leverage a virtual…

Definition- What is Treasury? What areas of responsibility typically fall under treasury? The most liquid parts of the balance sheet initially and over time, the entire balance sheet Cash management, investments, debt/leverage, working capital, bank relationship management, receipts/payments processing, credit & collections, foreign exchange, hedgi…

Carl Seidman, of Seidman Financial discusses how CFOs can architect and construct better financial models. We also chat about tips to becoming a better reviewer of financial models prepared by others. Conversation to focus around three areas: i. You are responsible for the creation of a financial model of some sort for your company that will involv…

David Bedell, CFO of HireVue chats with me about thoughts and considerations when interacting and managing your relationship with the board of directors, including discussions on reasons why CFOs get fired by the board. We divide our discussion into two parts. First, we talk about items to consider when evaluating the board of directors at a compan…

Kevin Mckenzie, CFO of SimpleNexus and I sit down to discuss his process for running an efficient finance team. Currently, Kevin’s finance team completes the monthly close process within two business days after the close of the month. This enables him to provide timely data to the executive team and board. We deep dive into his process and go throu…

Regan Guth, Shareholder at Diversified Insurance Group and I chat about the rarely understood fine points of D&O insurance that every CFO should understand. What does a good D&O Policy cover? How exactly does a D&O policy work in the event of a claim? What are the specific policy terms you should watch out for and what do they mean? How do you make…

Brian Lanier, CFO of PDQ.COM. joins me to discuss frameworks and thought processes around the pricing of SaaS products. Brian recently joined PDQ.com and we speak briefly about his top priorities as a new CFO. Next, we dive deep and discuss the ways he has approached SaaS product pricing including: constructing a pricing model, resolving pricing di…

The 2020 Iowa Democratic caucuses are just over a week away. How is impeachment affecting the presidential campaigns? What are some poll numbers you should be paying attention to? All that and more on this episode of "Where Did You Get This Number?" with Anthony Salvanto! With CBS News political reporter Caitlin Huey-Burns, Elections Unit senior ma…

Figuring out how the Iowa Caucus system works has never been easy, but with new rules in place this year to help Iowans outside the state participate in these first-in-the-nation Caucuses, it's more complicated than ever. Anthony Salvanto works with CBS News Reporter Adam Brewster (@adam_brew) to demystify the process and explain why 15% is the num…

On this week's episode, Anthony Salvanto goes inside the Fall 2019 edition of the Harvard Youth Poll, exploring the the political perspectives of America's 18- to 29-year-olds as the 2020 presidential election approaches. With John Della Volpe, Director of Polling at the Harvard Kennedy School Institute of Politics, and Richard Sweeney, a junior un…

The Nevada Democratic Caucus. Former NYC mayor Michael Bloomberg polling 5th in Super Tuesday states. And a little detour into minor league baseball. All that and more on this episode of "Where Did You Get This Number?" with Anthony Salvanto. With CBS News 2020 campaign reporters Alex Tin and Cara Korte. See Privacy Policy at https://art19.com/priv…

On this week's episode of "Where Did You Get This Number?", Anthony Salvanto and reporter Bo Erickson discuss former VP Joe Biden's campaign in Iowa. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this week's episode of "Where Did You Get This Number?", Anthony takes listeners into the heart of South Carolina, exploring how 2020 candidates are rolling out their campaigns in this crucial primary state, specifically concerning moderates, African Americans, and women. All that and more with CBS News 2020 campaign reporter LaCrai Mitchell. Se…

On this week's episode of "Where Did You Get This Number?", Anthony revisits an episode exploring how money works in political campaigns. With CBS News Political Contributor Lynda Tran, Brigham Young University Politics Professor Michael Barber, and Center for Public Integrity Senior Reporter Carrie Levine. See Privacy Policy at https://art19.com/p…

On this week's episode of "Where Did You Get This Number?", Anthony briefly updates the listeners on the impeachment hearings before going into Bernie Sanders' 2020 presidential campaign. Why does he have the highest % of "strong supporters"? What's his long-term game plan? With CBS News White House correspondent Steven Portnoy and 2020 Campaign Em…

On this week's episode of "Where Did You Get This Number?", Anthony goes inside the presidential campaigns of former Representative Beto O'Rourke and Senator Kamala Harris to explore what it's like for candidates who were/are trailing in the polls. With CBS News 2020 campaign reporter Tim Perry. See Privacy Policy at https://art19.com/privacy and C…

The 2020 Democratic presidential candidates are flocking to Iowa less than 90 days before the Iowa Caucus. How are they connecting with voters, especially with farmers on climate change, faith and values, and health care? All that on this week's episode of "Where Did You Get This Number?". Featuring CBS News 2020 Campaign reporter Adam Brewster. Se…

On this week's episode of "Where Did You Get This Number?", Anthony takes listeners into potential splits in the 2020 Democratic presidential campaigns, specifically concerning how voters perceive their ideas as more pragmatic or idealistic. We also explore the more moderate candidates staking their campaigns in Iowa, impeachment and big money's in…

On this week's episode of "Where Did You Get This Number?" with Anthony Salvanto, listeners will go behind the lines of what's happening as U.S. troops move out of Syria. What is the United States' stake in the situation involving Turkey, Syria, and the Kurds? Is ISIS defeated? How does the military assess threats around the world in terms of peopl…

On this week's episode of "Where Did You Get This Number?", Anthony takes listeners through the latest CBS News 2020 polls, what the campaigns are doing in Iowa, and how former Vice President Joe Biden is doing in light of Sen. Elizabeth Warren's gains in the polls. With CBS News 2020 campaign reporters Musadiq Bidar and Bo Erickson.See Privacy Pol…

On this episode of "Where Did You Get This Number?", Anthony takes listeners inside the the CBS News Battleground Tracker polls. Why does it measure delegates, especially this early in the race? What do its results mean? Anthony is joined by CBS News Elections and Surveys Unit colleague Kabir Khanna and CBS News consultant Douglas Rivers.See Privac…

On this week's episode of "Where Did You Get This Number?", Anthony takes listeners behind the impeachment controversy swirling around the Beltway. The latest public opinion on impeachment and the impeachment inquiry, how legislative agendas are being affected, and more! With CBS News correspondents Bill Rehkopf and Steven Portnoy.See Privacy Polic…

On this week's episode of "Where Did You Get This Number?", our big number is two. What would happen if the planet's overall temperature increased by two degrees Celsius? How do scientists measure climate change in the first place? Anthony speaks with meteorologists David Parkinson and Jeff Berardelli.See Privacy Policy at https://art19.com/privacy…

On this week's episode of "Where Did You Get This Number", Anthony and CBS News political reporter Caitlin Huey-Burns discuss her recent interview with Sen. Elizabeth Warren, what's going on inside the campaigns of the top 2020 candidates, strategies of 2020 candidates further down in the polls, and more!See Privacy Policy at https://art19.com/priv…

On this week's episode, Anthony and CBS News campaign reporter Alex Tin talk all things Nevada in the 2020 presidential race. Why does Nevada receives so little attention relative to New Hampshire and Iowa, despite being a crucial battleground state and third in the primary season? How is Nevada representative of many of the issues facing the Democ…

On this week's episode of "Where Did You Get This Number?", Anthony explores how presidential campaigns are running nationally and locally, as well as the history of presidential primaries and whether you need to be a "celebrity" to run for president. With CBS News campaign reporter Nicole Sganga and CBS News political analyst Leonard Steinhorn.See…

In this week’s episode of "Where Did You Get This Number?", Anthony takes listeners into the economy with CBS News business analyst Jill Schlesinger and CBS News Moneywatch reporter Stephen Gandel. How does the economy differ from the markets? How do people's beliefs about the economy affect the economy and themselves? Why do tweets affect the mark…

On this week's episode of "Where Did You Get This Number?", Anthony, Lenny, and CBS News Radio correspondent Budd Mishkin share more stories surrounding Woodstock. How the festival may not have happened, what Bob Dylan has to do with it all despite not performing, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notic…

On this week's episode of "Where Did You Get This Number?", Anthony, Lenny, and CBS News correspondent Budd Mishkin discuss Woodstock 50 years later. How did the concert become so significant culturally? Broad historical strokes, stories from the festival, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at htt…

On this week's episode of "Where Did You Get This Number?", Anthony takes listeners to El Paso, Texas, where CBS News Radio correspondent Steve Futterman discusses his reporting from ground zero of the mass shooting that left 22 dead over the weekend. Anthony then briefly breaks down the feelings behind public opinion on gun policy before talking t…

On this week's episode of "Where Did You Get This Number?", Anthony and CBS News political reporter Caitlin Huey-Burns discuss the upcoming second round of Democratic presidential debates, including Sanders' shifting position among candidates, how Warren may be influencing other 2020 presidential campaigns policy-wise, and more!See Privacy Policy a…

In this week's episode of "Where Did You Get This Number?", Anthony and Lenny discuss the Apollo 11 moon landing in context of public perceptions of government, American pride, technological inventions, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

In this week's episode of "Where Did You Get This Number?", Anthony and CBS News Radio correspondent Peter King geek out over where the space industry's headed during the 50th anniversary of the Apollo 11 moon landings.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

On this week's episode of "Where Did You Get This Number?", Anthony and Lenny discuss health care, given the topic's appearance in the 2020 democratic presidential debates. What are Democrats thinking about with Medicare-for-all? And what are Republicans' next steps after dismantling Obamacare's individual mandate? How are they thinking about the D…

On this week's episode of "Where Did You Get This Number?", Anthony brings you to South Carolina, where he conducted two focus groups ahead of the first 2020 Democratic debates.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

On this week's episode of "Where Did You Get This Number?", Anthony and CBS News political consultant Leonard Steinhorn discuss the latest 2020 presidential polls and what Democratic voters are looking for in their presidential nominees.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not…

On this week's episode of "Where Did You Get This Number?", Anthony and CBS News Radio political consultant Leonard Steinhorn examine the political calculus behind impeaching President Trump. They also take a look at the impeachment situations during the Clinton and Nixon administrations.See Privacy Policy at https://art19.com/privacy and Californi…

On this episode of the "Where Did You Get This Number?", Anthony and CBS News political correspondent Ed O'Keefe discuss the California Democratic convention and what it means for the 2020 presidential race.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

On this week's episode of "Where Did You Get This Number?", Anthony Salvanto and Democratic strategist Antjuan Seawright discuss why South Carolina is such an important state for 2020 presidential candidates.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

On this week's episode of "Where Did You Get This Number?", host Anthony Salvanto and CBS News political contributor Leslie Sanchez discuss the thinking behind President Trump's immigration proposal and how complicated views on abortion are.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do…

On this week's episode of "Where Did You Get This Number?", Anthony Salvanto and CBS News political reporter Caitlin Huey-Burns discuss how the 2020 democratic presidential candidates are navigating the China trade war, presidential investigations, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art…

On this week's episode of "Where Did You Get This Number?", host Anthony Salvanto and CBS News' Manager of Surveys Fred Backus discuss recent polling around climate change. What's changed? What hasn't? What're the challenges?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-inf…

Back at it In January

In this episode we talk a lot about Red Bank our home in NJ, also funny stories from our past