Make BIG Happen podcast with Mark Moses

Is Your CFO Actually a 'CF-No'? How to Find True Strategic Financial Leadership with Jerry Vance and Scott Crawford

35 min · 25. feb. 2026
episode Is Your CFO Actually a 'CF-No'? How to Find True Strategic Financial Leadership with Jerry Vance and Scott Crawford cover

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Guests: Jerry Vance, the Founder and Managing Partner of Preferred CFO, and Scott Crawford, a Partner at Preferred CFO focused on client prioritization and new business development. Overview: A CEO who's led their company past the "I'll Do Everything" stage needs a true financial strategist at their side to stop surviving and start scaling. But the CEO also needs clarity on what kind of financial expertise their company truly needs at various stages of growth. Paying a full-time CFO to act like a glorified bookkeeper isn't going to accelerate your trajectory. And a "CF-No" who builds a moat around your cash might not share the CEO's bold vision for BIG.  On today's show, Jerry Vance and Scott Crawford explore the state of the fractional CFO industry and why forecasting and five-year planning are strategic leadership tools, not just accounting exercises.

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276 episoder

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Agreement Is Optional, Commitment Is Not with Jaime Donnelly at Integrity Staffing Solutions

The most important decisions arrive before the answers do. In this episode, Jaime Donnelly [https://www.linkedin.com/in/jaimedonnelly/], CEO and President of Integrity Staffing Solutions [https://www.linkedin.com/company/integrity-staffing-solutions], shares what leadership really looks like when the stakes are high and the industry is shifting — from navigating a devastating client loss to rebuilding an entire sales team against industry headwinds. Key Takeaways: 00:00 Leadership is tested most when the industry turns and people’s livelihoods are on the line 02:02 Losing a major client forces fast, decisive action to protect the bottom line and the team 07:44 Integrity adopted AI voice recruiting tools years before competitors to handle candidate volume at scale 14:44 Rebuilding the entire sales team during an industry contraction led to over 60% revenue growth in 2025 17:39 A clear decision-making framework gives a CEO the autonomy to act without constant founder approval 26:21 Project Home empowers the team to identify and support associates facing housing instability 44:39 Shortening the time between clarity and action drives better outcomes for leaders and their teams Subscribe now and be ready when the conversations begin. Resources Mentioned: Integrity Staffing Solutions:  https://www.integritystaffing.com [https://www.integritystaffing.com/]  CEO Coaching International:  https://ceocoachinginternational.com [https://ceocoachinginternational.com/]  #MakeBIGHappen #CEOCoaching #Leadership

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After 11 Years With Top CEOs, Here Is What Actually Matters with Steve Sanduski

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Pushing the Possible: How to Drive Exponential Growth in a PE-Backed Firm with Peter Platten

Guest: Peter Platten, Chief Revenue Officer of Protos Security. Peter joined the company in 2020 and has helped lead its transformation from a $150 million organization to a $750 million revenue firm today. Overview: Private equity doesn't reward incremental thinking. It rewards leaders who can scale under pressure, build systems that outperform, and push past what most teams believe is possible to Make BIG Happen.  On today's show, Peter Platten explains his four-move framework to grow fast in a private equity environment. He also discusses how to build teams that overshoot goals instead of simply meeting them and why systems-thinking -- not siloed optimization -- is the real key to exponential success.

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