In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.

Key Takeaways:

• CFOs who understand how a business truly operates are better prepared to lead with impact across the organization
• Sustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadership
• New CFOs earn trust by developing curiosity, building relationships, and learning every function of the business
• The strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on execution

Chapters:

• 00:00 Introduction
• 03:46 A Surprising Start
• 06:39 Becoming a CFO
• 12:15 Advice from a CFO
• 20:54 Why Shore?

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.