Strategic Financial Leadership Steve Coughran

In this episode of the Strategic Financial Leadership Podcast, host Steve Coughran sits down with Kurt Stein, President of DCT Strategy, Inc, to explore the power of leveraging artificial intelligence (AI) in driving better and faster decisions at scale. Join Steve and Kurt as they delve into the world of AI and its transformative potential for strategic financial leadership.
Steve and Kurt begin by discussing how AI technologies can augment decision-making processes within organizations. They explore how AI algorithms and machine learning techniques can analyze vast amounts of data, detect patterns, and provide valuable insights to inform strategic financial decisions. Throughout the episode, Steve and Kurt share real-world examples of how AI has revolutionized various industries, enabling companies to make more informed and data-driven decisions. They discuss how financial leaders can leverage AI to optimize resource allocation, identify growth opportunities, mitigate risks, and enhance operational efficiency. Whether you're a financial leader, executive, or aspiring strategist, this episode of the Strategic Financial Leadership Podcast is a must-listen. Gain valuable insights from Steve Coughran and Kurt Stein as they shed light on how AI can empower organizations to make better and faster decisions at scale, ultimately driving strategic success in today's rapidly evolving business landscape.


Helpful links:


Free masterclass for business leaders and entrepreneurs: The Surprising Path to ExcellenceTake our free Performance Health Score Assessment. Start hereDownload the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play StoreJoin our SFL Accelerator ProgramCheck out our free masterclass "The Surprising Path to Excellence".Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.



This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

Get ready for an insightful conversation on the latest episode of Strategic Financial Leadership, as host Steve Coughran sits down with Ben Fraser, Chief Investing Officer at Aspen Funds, to explore how alternative assets can benefit investors, particularly the ultrawealthy. In this exciting episode, Ben shares his expert insights on investing in real estate, a popular choice among high-net-worth individuals. Steve and Ben delve into the specifics of alternative investments and how they differ from traditional investments like stocks and bonds. You'll learn why ultrawealthy individuals often favor alternative investments and what types are most common among them. They also discuss the role of alternative investments in diversifying portfolios and managing risk. Finally, they consider the accessibility of alternative investments, including existing barriers to entry and how access is likely to expand in the future. Don't miss out on this fascinating exploration of the world of alternative assets and investing!


Helpful links:


Free masterclass for business leaders and entrepreneurs: The Surprising Path to ExcellenceTake our free Performance Health Score Assessment. Start hereDownload the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play StoreJoin our SFL Accelerator ProgramCheck out our free masterclass "The Surprising Path to Excellence".Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.



This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

Tune in to the latest episode of Strategic Financial Leadership, where host Steve Coughran talks with Aneal Vallurupalli, CFO of Airbase, to discuss how technology and data analytics are empowering CFOs and their finops teams to make more informed strategic decisions. In this engaging conversation, you'll learn from an experienced finance leader about how leveraging the right tools and insights can help organizations enhance cash flow, manage costs, and improve efficiencies. Aneal shares his insights on the key challenges facing finance teams today, and how innovative solutions can help mitigate these issues. Whether you're a CFO, financial analyst, or simply interested in the finance industry, this episode is not to be missed!


Helpful links:


Free masterclass for business leaders and entrepreneurs: The Surprising Path to ExcellenceTake our free Performance Health Score Assessment. Start hereDownload the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play StoreJoin our SFL Accelerator ProgramCheck out our free masterclass "The Surprising Path to Excellence".Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.



This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

Welcome to the Strategic Financial Leadership podcast! In this episode, host Steve Coughran chats with Vadim Verkhoglyad, Vice President and Head of Research Publication at dv01. Together, they dive into a thought-provoking summary that challenges common media narratives about American households.
The summary suggests that many media narratives focus on the constant struggles of American households and miss the substantial income gains and wealth effects experienced by a wide variety of households in recent years, particularly those at the lower end of the income spectrum. Gen Z is a prime example of this trend, with economic prospects ranging from significantly stronger than millennials on age-adjusted metrics to all-time record highs among numerous key metrics. Steve and Vadim discuss the value of increased financial literacy, how effectively people respond to financial incentives in shaping their futures, and the utility of expanding financial access and knowledge. They argue that these factors are crucial for long-term outcomes and are often overlooked in discussions of generational wealth and economic progress.
Throughout the episode, Steve and Vadim offer insights and thoughtful analysis based on their experience and expertise in the field. They bring fresh perspectives to complex economic concepts and make them accessible and understandable for listeners. Tune in to this episode of the Strategic Financial Leadership podcast to gain a new perspective on contemporary media narratives about American households and to learn more about the value of financial literacy and access. 


Helpful links:
Free masterclass for business leaders and entrepreneurs: The Surprising Path to ExcellenceTake our free Performance Health Score Assessment. Start hereDownload the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play StoreJoin our SFL Accelerator ProgramCheck out our free masterclass "The Surprising Path to Excellence".Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.


This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

We’ve all been there, listening to a presentation that just doesn’t drive your interest, or seem to deliver the tools that you need in order to take action. What’s even worse is when you are the person giving that presentation. Our guest today, Nancy Duarte, helps us expound on the idea that the role of a presenter is to mentor, with the main purpose of transferring information to your audience that they did not have before. In order to deliver, she discusses the Duarte Method, where communicating your ideas as three-act stories will only strengthen your power of persuasion. 
Nancy is a communication expert who has been featured in Fortune, Time Magazine, Forbes, Fast Company, Wired, Wall Street Journal, New York Times, Cosmopolitan, LA Times, and on CNN. Her firm, Duarte, Inc., is the largest communication firm in Silicon Valley, one of the top woman-owned businesses in the area and is the global leader behind some of the most influential visual messages in business and culture. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. 
Nancy has won several awards for communications, entrepreneurship, and her success as a female executive. On the list of top 250 Women in Leadership, Duarte ranks #67 and on World’s Top 30 Communication Professionals for 2017, Duarte ranked #1. She has been a speaker at conferences and a number of Fortune 500 companies, and counts many more among her firm’s clientele. Her TEDx talk has over two million views. She speaks at business schools and has lectured at Stanford University several times, and has written six best-selling books, five of which have won awards.

Helpful links:
Free masterclass for business leaders and entrepreneurs: The Surprising Path to ExcellenceTake our free Performance Health Score Assessment. Start hereDownload the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play StoreJoin our SFL Accelerator ProgramCheck out our free masterclass "The Surprising Path to Excellence".Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.


This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional imp

When you come from a hard-working family, your ambitions are expected to be high. Though many obstacles and struggles will present themselves, you have to remember that where there is determination, there is hope. We must keep persevering and strategically fighting, and in the words of the Reverend Jesse Jackson, 'Keep hope alive.'"

Our guest today, J. Derek Penn, author of Diary of a Black Man on Wall St., uses his personal experiences to break down for people of all colors the systemic inequality he has witnessed and why continuing that conversation can lead to the deep rooted change necessary to shatter the ceiling.

Penn’s story of determination is peppered with his own racial struggles and triumphs, from his elementary and middle school years in Youngstown, Ohio, to his acceptance at Duke University, where he excelled in athletics as one of the university’s standout players, to his tryout for the NFL, to his acceptance into Duke’s Fuqua School of Business, and his eventual 34-year success on Wall Street.

Helpful links:
Free masterclass for business leaders and entrepreneurs: The Surprising Path to ExcellenceTake our free Performance Health Score Assessment. Start hereDownload the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play StoreJoin our SFL Accelerator ProgramCheck out our free masterclass "The Surprising Path to Excellence".Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.


This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.