The CFO and the Wealth Manager

The CFO and the Wealth Manager

For our 100th CFO Coffee Talk episode, a CFO (Phil Nahajewski [https://www.linkedin.com/in/philnaha/]) and a Wealth Manager (Steve Curley, CFA, CFP® [https://www.linkedin.com/in/stephencurley/] - from 55 North Private Wealth [https://www.linkedin.com/company/55northprivatewealth/]) toss around a few football analogies to help business owners see why they need a Mike Alstott and a Warrick Dunn in their backfield.  Steve is the host of the award-winning "Investors First Podcast" (investorsfirstpodcast.com [http://investorsfirstpodcast.com]) produced for the CFA Society Orlando [https://www.linkedin.com/company/cfasocietyorlando/], a chapter of the CFA Institute [https://www.linkedin.com/company/cfainstitute/]. The book mentioned by Steve in this episode is "The Taxable Investor's Manifesto" by Stuart E. Lucas. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn [https://www.linkedin.com/company/the-florida-cfo-group/?viewAsMember=true] Learn more about the Florida CFO Group [https://floridacfogroup.com/] Contact Us  [https://floridacfogroup.com/contact-us/]

AI that Sells

Our next episode of CFO Coffee Talk, AI That Actually Sells featuring special guest Kelly Crandall 📈 [https://www.linkedin.com/in/kellycrandall1/], President of Next Level Strategies, LLC [https://www.linkedin.com/company/next-level-strategies-llc/]. AI is transforming how sales teams operate, but what actually drives revenue in an AI-powered world? In this episode, Kelly shares how businesses can use AI to strengthen pipelines, improve coaching, and create more selling time. With over 25 years in sales leadership, including 14 years at Bank of America [https://www.linkedin.com/company/bank-of-america/] and her work with Sales Xceleration® [https://www.linkedin.com/company/sales-xceleration/], Kelly shares real-world insight into making AI work for your team.  You’ll hear why meaningful conversation remains the most powerful driver of revenue, and how AI helps leaders cut through noise, streamline analytics and automation, and focus on what humans do best: building relationships and closing deals. If you want clear, actionable strategies you can implement right away, this conversation is for you. In this episode, we explore: - What actually moves revenue in the age of AI - How AI supports coaching, forecasting, and pipeline growth - Why AI should streamline work, not replace people - Practical ways to integrate AI into your sales process today - How to invest wisely in your AI budget - And more! Ready to make AI work for your team? Tune in and discover how. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn [https://www.linkedin.com/company/the-florida-cfo-group/?viewAsMember=true] Learn more about the Florida CFO Group [https://floridacfogroup.com/] Contact Us  [https://floridacfogroup.com/contact-us/]

Insights from Davos

This week, host Phil Nahajewski [https://www.linkedin.com/in/philnaha/] sits down with Melissa Tony Stires [https://www.linkedin.com/in/melissajstires/], Founding Partner at Mia AI [https://www.linkedin.com/company/joinmiaworld/] , and CEO of the Fundamental Wellbeing Foundation [https://www.linkedin.com/company/fwfoundation/]. Fresh from World Economic Forum [https://www.linkedin.com/company/world-economic-forum/] week in Davos, Melissa shares global insights on leadership, technology, and why the future belongs to business leaders who are both smart and human. 💡 What we cover in this episode: -Key takeaways and signals from Davos -Why relationships are the most powerful technology we have -The longevity advantage of human-centered leadership -What it actually means to build AI-native companies -How entrepreneurs can leverage AI intentionally, ethically, and human-first -Why AI should amplify what already makes your business valuable — not replace it Melissa’s work sits at the intersection of culture, technology, and human transformation. From advising global leaders to advancing women’s leadership in AI, she brings diplomacy, neuroscience, and relationship-centric innovation into the modern business conversation. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn [https://www.linkedin.com/company/the-florida-cfo-group/?viewAsMember=true] Learn more about the Florida CFO Group [https://floridacfogroup.com/] Contact Us  [https://floridacfogroup.com/contact-us/]

C12 Business Forums

It can be lonely at the top, but it doesn’t have to be. For many business owners, leadership can feel isolating: big decisions, limited sounding boards, and pressure to always have the answer. That’s where trusted peer communities like C12 can make a real difference. On this episode of CFO Coffee Talk, Troy Renfrow, MBA [https://www.linkedin.com/in/renfrow/], Chair of Central Florida’s C12 Business Forums [https://www.linkedin.com/company/c12-business-forums/], shares what he’s learned from years of sitting at the table as both a member and a chair.  In this episode, we'll cover why peer accountability matters, how shared experience sharpens leadership, and what strong community can unlock for owners at every stage. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn [https://www.linkedin.com/company/the-florida-cfo-group/?viewAsMember=true] Learn more about the Florida CFO Group [https://floridacfogroup.com/] Contact Us  [https://floridacfogroup.com/contact-us/]

Stop Starting. Start Finishing.

Too many initiatives. Not enough finished work. On this episode of CFO Coffee Talk, Phil Nahajewski [https://www.linkedin.com/in/philnaha/] sits down with Andrea Jones, MBA, PMP, Speaker [https://www.linkedin.com/in/andreajones/], author of Stop Starting. Start Finishing., to unpack why execution breaks down in growing businesses—and how leaders can fix it without more meetings, tools, or burnout. Andrea introduces the DONE leadership mindset, the Six Anchors of High-Performing Teams, and a practical approach to prioritization that helps teams finish what actually matters—using the time they really have. If you’re an SMB owner tired of motion without results, this conversation will challenge how you lead, prioritize, and execute.  Listen in and go the last mile. Thanks for tuning into CFO Coffee Talk.  Follow us on LinkedIn [https://www.linkedin.com/company/the-florida-cfo-group/?viewAsMember=true] Learn more about the Florida CFO Group [https://floridacfogroup.com/] Contact Us  [https://floridacfogroup.com/contact-us/]