MBA Podcast: Move Beyond Accounting

Ep 14: Grant Daunheimer of Diamond Willow: Expanding Financing Options for the Canadian Mid-Market 02.06.2026 32mnt

Discover how to navigate financing challenges and capitalize on growth opportunities in the Canadian business landscape with Grant Daunheimer from Diamond Willow.Key takeaways:* Understand the unique challenges faced by mid-market companies in Canada.* Learn about the importance of risk appetite and cultural differences in business.* Explore the role of private credit in supporting growth and acquisitions.* Gain insights into the capital markets landscape and how to leverage it effectively.Timestamps:00:00 Introduction00:27 Grant's background and Diamond Willow's mission02:58 Defining the mid-market in Canada04:09 Challenges faced by mid-market companies05:37 Risk appetite in Canada vs. the US07:10 Overview of capital markets for mid-sized businesses12:10 Borrower profiles and uses of capital15:18 Triggers for seeking financing18:15 The role of private capital21:57 Supporting businesses through their growth journey25:32 The importance of a strong support network30:24 The Gas Club and its mission

Ep 13: Keith McNamee: Scaling a Consumer Product Company into a Global Brand 30.05.2026 40mnt

In this episode of the Move Beyond Accounting Podcast, we dive deep with Keith McNamee, a serial entrepreneur and principal at Access Business Advisory. Keith shares his inspiring journey of transforming a small company into a global brand, the challenges of managing growth, and the importance of financial intelligence in business success.Key takeaways:* The pivotal role of innovation in business growth* Strategies for effective supply chain management* Insights on navigating the complexities of international markets* The impact of AI on the future of accounting and financeTimestamps:00:00 Introduction00:29 Meet Keith McNamee01:26 Keith's journey in accounting02:50 The growth story of Vionic04:55 Understanding the product and market06:46 Managing production and supply chain09:10 Sales strategies and partnerships10:36 The role of television in marketing12:01 Financing and investment strategies14:45 Key milestones in growth19:02 Exit strategies and selling the business20:06 The importance of accounting systems25:20 Challenges of global operations30:55 Preparing for a successful sale32:15 Current ventures and advisory services

Ep 12: Colin White: Eliminating Conflict And Breaking Financial Barriers 19.05.2026 47mnt

In this episode of the Move Beyond Accounting podcast, we dive deep into the world of finance, investing, and entrepreneurship with Colin White, CEO of Verecan. Discover how Verecan is revolutionizing financial services by eliminating conflicts of interest and focusing on client needs.Key takeaways:00:00 Introduction to Colin White and Verecan00:25 The importance of eliminating conflicts of interest in finance01:36 How Verecan positions itself in the financial services industry02:56 The unique business model of Verecan04:56 The challenges of the financial industry and client service06:16 How Verecan generates earnings without conflicts08:36 The breadth of services offered by Verecan10:08 The impact of regulation on financial services12:34 The importance of transparency in investing14:55 How to filter signal from noise in the market18:35 The current state of the economy and market trends20:56 The role of AI and technology in finance23:40 The future of investing and market predictions

Ep 11: Ran Lewin: The Path to the Office of the CFO through Internal Audit 15.05.2026 45mnt

Ran Lewin shares his career journey from public accounting to internal audit and then to budget and planning at York University. The conversation explores the role of internal audit in finance, the transition to budget and planning, and the decision to split the CFO role into two positions, highlighting the challenges and benefits of activity-based budgeting and the interplay between internal audit and risk management. The conversation covers the division of the CFO role, the transition to a budget role, extracurricular study in film, contrasting CFO roles, strategic ambition at Branksome Hall, the future of education, and the secret sauce and superpower of the guest.Takeaways* Career journey from public accounting to internal audit and budget and planning* The role of internal audit in finance and the challenges and benefits of activity-based budgeting Importance of relationships in career progression* Impact of extracurricular interests on professional skillsChapters* 00:00 The Proverbial Cubicle to the Corner Office Journey* 06:21 Internal Audit and Value Creation* 13:36 Internal Audit and Risk Management* 24:13 Splitting the CFO Role* 31:08 Extracurricular Study in Film* 40:50 Strategic Ambition at Branksome Hall* 50:22 Secret Sauce and Superpower

Ep 10: Malik Salamatian: Promoted to CEO in 4 Months! 15.05.2026 34mnt

Malik Salamatian, CEO of PennyDrops, shares his global upbringing, the role of sports in his life, his studies in economics, and the origin and growth of PennyDrops. He discusses the structure and operations of PennyDrops, his role as CEO, the impact of PennyDrops' curriculum, investing and financial literacy, the funding and business model of PennyDrops, and his future aspirations and superpower.Takeaways* Global upbringing and sports influence* PennyDrops' impact and funding modelChapters* 00:00 Introduction to the Podcast* 05:48 The Origin and Growth of PennyDrops* 13:23 PennyDrops' Curriculum and Impact* 23:43 Funding and Business Model of PennyDrops* 35:01 Malik's Future Aspirations and Superpower

Ep 9: Shannon Weatherall: Community Driven Success From a Finance Perspective 15.05.2026 46mnt

The conversation covers Shannon Weatherall's career progression in accounting and finance, including her roles at Farm Credit Corporation and her transition to Access Communication Cooperative Limited. It also explores the cooperative business model and its unique structure and impact on the community. Shannon Weatherall discusses the importance of partnership in leadership, navigating different leadership styles, women's leadership challenges, best practices in financing strategy, challenges in the healthcare sector, and her secret superpower of relationship building. She emphasizes that leadership challenges are not gender-specific, and her superpower lies in her ability to build strong relationships and partnerships.Takeaways* Career progression* Cooperative business model Partnership as a core principle* Leadership challenges are not gender-specificChapters* 00:00 Career Progression in Accounting and Finance* 27:19 The Importance of Partnership in Leadership* 34:08 Women's Leadership Challenges* 41:52 Challenges in the Healthcare Sector* 49:20 Secret Superpower: Relationship Building

Ep 8: Debby Sapp: Building a Private Equity Portfolio with Sweat and Tears 15.05.2026 37mnt

Debby Sapp, CFO of Kernel Equity, discusses the unique business model of providing programming services in exchange for equity, the impact of AI on business, the importance of budgeting, her passion for accounting and finance, and the balance between work and personal life.

Ep 7: Chris Hutton: Scaling Up Venture Firms 15.05.2026 45mnt

The conversation covers Chris Hutton's diverse industry experience and the role of standardization and simplification in finance. It delves into the challenges and strategies for managing finance across multiple companies and the impact of standardization on scalability and efficiency. The conversation covers topics such as FinTech innovation, investment lifecycle, remote team management, strategic team meetings, board management, the evolution of the CFO role, and executive traits for aspiring CFOs. It provides insights into the intersection of finance and technology, the dynamics of venture capital investment, the challenges of managing remote teams, and the strategic role of the CFO in a tech-driven business landscape.Takeaways* Diverse Industry Experience* Standardization and Simplification FinTech innovation* Investment lifecycleChapters* 00:00 Chris Hutton's Diverse Industry Experience* 07:30 Standardization and Simplification in Finance* 26:07 FinTech Innovation and Back Office AI* 31:38 Strategic Team Meetings and Ideation* 40:50 Board Management and Strategic Dialogue* 50:08 Executive Traits for Aspiring CFOs

Ep 6: A Career in Finance in Silicon Valley with John Kogan 15.05.2026 48mnt

The conversation covers John Kogan's journey from CFO to entrepreneurship to CFO, the deployment and impact of AI in the finance organization, and the adoption of AI in professional service firms. It explores the transformational role of AI in finance and the challenges of AI adoption in professional firms. The conversation covers the impact of AI on the workforce, teaching AI in finance, leadership and management, developing future leaders, the role of a CFO and working with the CEO, and personal success and motivation. Key takeaways include the importance of understanding AI's role in the workforce, the approach to teaching AI in finance, and the combination of leadership and management in driving organizational success.Takeaways* Entrepreneurship to CFO* AI in Finance* AI Adoption in Professional Firms AI is not about replacing people, but about doing more with the existing workforce* Teaching AI in finance involves showing how the tool works and adapting it to local situations* Leadership involves combining the arts of leadership and management to move the organization forwardChapters* 00:00 AI Adoption and Change Management* 24:08 The Impact of AI on the Workforce* 30:05 Leadership and Management* 35:15 Developing Future Leaders* 40:40 The Role of a CFO and Managing Up

Ep 5: Tamir Scheinok’s Journey From Design to Social Impact 15.05.2026 47mnt

The podcast episode features a conversation with Tamir Scheinok, who shares his journey from founding and growing a design agency to transitioning to social enterprises. He discusses the challenges and key success factors of assuming the roles of COO and CFO, as well as the differences between for-profit and social enterprise experiences. The conversation covers the challenges of running a nonprofit, the intersection of academic theory and real-world innovation, the balance between commercial and academic approaches, connecting the last billion people, innovative technology and business model, sustainable business model, customer-centric approach, challenges in the telecommunication industry, impact of funding on business strategy, leadership and employee engagement, and personal success factors.Takeaways* Transitioning from design to finance* Challenges and key success factors of the CFO and COO roles; navigating the complexities of operations* Balancing academic theory with real-world innovationChapters* 00:00 Introduction to Move Beyond Accounting Podcast* 06:16 Role of COO and CFO* 12:02 Challenges of the COO Role* 18:51 Comparison of For-Profit and Social Enterprise* 26:29 Navigating Operational Challenges* 32:19 Innovative Technology and Business Model* 37:38 Challenges in Telecommunication Industry* 45:48 Personal Success Factors

Ep 4: Back to University: Career Insights with Brian McNeill 14.05.2026 47mnt

In this episode, Brian R. McNeill, the CFO at Molloy University, shares insights into his career journey, the transition to higher education, and the challenges and changes in the education industry. He discusses the importance of mentors and sponsors, the benefits of internal movement, and the impact of technology on education. The conversation delves into the impact of AI on education and the workforce, the incorporation of AI in the back office, advice for business students, specialization and career tracks, the changing landscape of white-collar professions, and personal values and success. Brian McNeill emphasizes the importance of adaptability, continuous learning, and aligning work with personal values in the evolving professional landscape.Takeaways:* Career journey and financial foundation* Transition to higher education and favorite roles* Importance of mentors and sponsors* Challenges and changes in higher education AI's transformative impact on education and job roles* The importance of adaptability and aligning work with personal values in career successChapters* 00:00 Career Journey and Financial Foundation* 08:13 Benefits of Mentors and Sponsors* 18:40 Challenges and Changes in Higher Education* 24:41 The Impact of AI on Education and Workforce* 35:25 Advice for Business Students* 42:03 The Changing Landscape of White Collar Professions

Ep 3: Charlie Beaulieu Dental Finances Mastery 14.05.2026 39mnt

The podcast discussion with Charlie Beaulieu, founder of Tidal Accounting, delves into the specialized world of dental accounting and the unique challenges and opportunities it presents. From the importance of team management in dental practices to the impact of government subsidization, the conversation provides valuable insights into the dental industry and the role of financial services within it. Additionally, the integration of AI in business operations and the considerations for practice sale and consolidation are explored, offering a comprehensive view of the dental accounting landscape.Takeaways* Specialization in dental accounting offers unique insights and value to the dental industry.* The integration of AI in business operations presents both advantages and challenges, requiring a balance of curiosity and practical application.Chapters* 00:00 Specializing in Dental Accounting* 09:03 Key Success Factors in Dental Practices* 18:26 Preparing for Practice Sale* 23:52 Consolidation in the Dental Industry* 34:50 Integration of AI in Business Operations

Ep 2: Iain Bundy's Blueprint for Building Valuable Businesses and Exits 14.05.2026 41mnt

In this conversation we are joined by Iain Bundy who discusses that challenges beyond building a business to discuss the challenges associated with a business exit, the process of preparing for an exit, navigating the exit process, and maximizing business value. Key takeaways include insights into entrepreneurship, lessons from Iain's own business exit, and strategies for creating business value. The conversation covers topics related to maximizing EBITDA and multiple, community-based support for entrepreneurs, guiding entrepreneurs through business transfer, business valuation and architect mindset, building resilient and valuable businesses, and creating an asset vs. creating an income. The discussion emphasizes the importance of long-term planning and strategic decision-making for entrepreneurs.

Ep 1: Ericka Redic of I Love Your Money: From Corporate Accountant to Entrepreneurs Advisor 14.05.2026 37mnt

Discover how to establish a thriving bookkeeping business with insights from Ericka Redic. Learn key strategies and common pitfalls to avoid for entrepreneurial success. Starting a bookkeeping business can be daunting, but with the right insights and strategies, it can also be incredibly rewarding. In this post, we’ll explore key takeaways from my conversation with Ericka Redic, founder of "I Love Your Money." She shares her journey from corporate accounting to entrepreneurship, the evolution of her business, and valuable lessons for advising today's small business entrepreneurs.