Stride Live

In this chat... What a gift. We had the opportunity to interview Alex Bean, the co-founder of fintech juggernaut Divvy, for this worth-the-wait podcast episode. By all accounts, Divvy is disrupting traditional banks and software solutions, specifically in how they serve businesses. Today, Alex Bean is the Chief Business Officer and he did a fantastic job sharing what drives his team and how they are only getting started.

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In this chat... James VanReusel is not your traditional fractional CFO. He came from the world of Wall Street and takes a very strategic view of the role of finance in fueling organizational growth. Interestingly enough, James has a specialty in working with non-profits, specifically those that are operating abroad to make an international impact. There are a lot of moving parts to manage remote personnel and offices around the world battling environmental and human tragedy. In this episode, we learn more about James, his work at VanReusel Ventures, and how he is supporting organizations navigating this difficult time.

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In this chat... Avital Tours completely reinvented themselves during COVID and are hitting levels of growth they have never achieved in their 10-year history. In this chat with Avital Ungar, we talk about their massive pivot and how they are supporting groups and teams with virtual culinary and mixology experiences around the United States. You will learn about the power of leading with "why" and how they are strengthening bonds for companies working to keep everyone connected in a remote workforce environment.

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In this chat... Dave Chase, the co-founder of Health Rosetta, shares with us the proven way that smart leaders are tackling healthcare in their organizations and how you can, too. Dave is a smuggler of ideas that are working, just not broadly adopted. The healthcare machine has a built-in resistance to the needs and wants of employers and employees. Dave is giving control back to those that are spending the money on care and in this podcast, you will learn how you can reduce your healthcare spend by 20% to 30% now!

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In this chat... David Fain, an insurance specialist with MCM Insurance, spends time with us talking in plain English about life, disability, and long-term care insurance for business owners. David knows firsthand the importance of insurance and embeds that purpose into his entire professional being. Spending time with David isn't talking about the what of insurance, but the why. You will enjoy our conversation and come away with some actions you can take today!

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In this chat... Alan Chaffee, Founder and CEO of Turning Point, talks with us about how he helps companies work through issues in restructuring their borrowing with banks. When borrowers break their covenants, banks get nervous. Alan helps both parties put a plan in place to move forward. His team is not only made up of restructuring experts, but they also provide fractional CFO level support for their clients. Knowing that a firm like Turning Point is available to support small to mid-sized businesses should be of great comfort to business owners. And today, you’ll learn how they serve their community.

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In this chat... Pete Ravani, 401K advisor and Vice President of CBIZ, spends time with us chatting about the strategic value of a 401K for business owners. We discuss the rules of managing a 401K and the benefits to recruitment, retention, and long term wealth creation. The retirement plan industry is pretty opaque and Pete does a nice job helping business owners understand both the opportunities and risks.

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In this chat… I had a chance to spend time with Simon Nicholls, Managing Partner at Weir-TS, a fractional CFO Firm. Simon works with a number of companies to provide strategic financial leadership, many of which are clients of Stride. I brought Simon on to talk about the importance of unit economics and why it is a gamechanger for business owners. Simon is great at talking about how to turn your financial statement knowledge into leadership and action, don't miss it!

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In this chat… I had a chance to spend time with Ashley Connell, CEO and Co-Founder of The Prowess Project. The Prowess Project supports women returning to the workforce and placing them into organizations based on both a skills and behavioral compatibility match. I wanted to talk with Ashley not only about gender diversity in the workplace but also how she is helping business owners source variable cost talent in order to reduce their fixed overhead. Ashley is super passionate and articulate about the impact she wants to make for thousands of talented women and the organizations they serve. Enjoy!

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In this chat… I had a chance to learn from Kelly Keydel, Managing Partner and Advisor with Private Ocean, about the role of sound financial planning and guidance for the business owner. We all have different relationships with money and Kelly did a nice job explaining the difference between emotion and fact. Most important, she impressed upon me the importance of planning and having a good guide to navigate business ownership and personal wealth management. Enjoy!

Learn more by reading this episode's blog post