Behind The Numbers

Accounting

Episodes

Wednesday Feb 24, 2021

If you’re a CFO, an aspiring CFO, or just working in the finance space, what you do and how you do it is constantly evolving. Today we’re discussing what finance leaders need to do to stay ahead of the curve.
Dave Bookbinder goes Behind The Numbers with Steve Rosvold, Founder and CEO of CFO.University.
In this episode, Steve shares his insights on the leading-edge issues and challenges that finance leaders are facing, and how to overcome them. Steve also weighs in on how human capital has become a value driver rather than an expense.
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Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com
 

Thursday Jan 28, 2021

Today’s guest offers key takeaways for businesses in the early stages through their scaling into later stage established companies.
Dave Bookbinder goes Behind The Numbers with John Pennett, Partner in Charge of Technology & Life Science Practice at EisnerAmper.
In this episode, John shares his insights regarding innovation, differentiation and attracting investors. He also shares the challenges along the path and how companies can address or prevent them.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com

Talking Taxes - Andrew Finkle

Saturday Jan 02, 2021

Saturday Jan 02, 2021

It’s no secret that the global pandemic has devastated many businesses. My guest today discusses relief for those affected.
Dave Bookbinder goes Behind The Numbers with Andrew Finkle, Partner at Marcum LLP.
Andrew serves as a leader in the National Tax Office Services Group, the National Private Equity Industry Group and Transaction Advisory Services Team at Marcum.
In this episode, Andrew discusses what PPP loans are and how businesses can take advantage of them. We’re also discussing the tax implications of a new Presidential administration, and more.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth.
Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.
Please connect with him on LinkedIn and check out https://www.NewROI.com
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

Wednesday Dec 09, 2020

Today’s guest helps us to understand the healthcare system from an investor’s lens.
Dave Bookbinder goes Behind The Numbers with Michael Coppa, Healthcare Partner at RSM.
In this episode, Mike sheds light on how healthcare providers get paid and the underlying economics of the healthcare system for investors.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com

Tuesday Aug 25, 2020

Dave Bookbinder goes Behind The Numbers with Michael Von Bevern, Co-Founder, Socium Fund Services.
In this episode Michael explains the importance of proper private equity fund administration and shares his experiences in working with private equity firms. He also offers insights for how companies can stand out in a crowded field of competition for investor capital.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it.
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Please connect with me on LinkedIn and check out https://www.NewROI.com

Wednesday Jul 29, 2020

Fraud occurs every day – impacting businesses, charities and consumers. The Fyre Festival and the Theranos stock scandal were recent high-profile examples of fraud.
Why does fraud happen and what can businesses do to prevent it?
Dave Bookbinder goes Behind The Numbers with Frank Pina, Managing Director and Co-Chair of the Forensic and Litigation Support practice at The Mercadien Group
In this episode Frank explains where companies are vulnerable to fraud and how to identify and prevent it. It’s “CPA meets CSI” as Frank shares also shares a story about his ‘favorite’ fraudster.
 
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts

Wednesday Jul 08, 2020

How are middle market companies navigating business continuity plans in the evolving “new normal” and what are savvy leaders doing to ensure that their teams are protected and productive?
Dave Bookbinder goes Behind The Numbers with Sudhir Kondisetty, Philadelphia Office Managing Partner at RSM.
In this episode Sudhir shares insights on leadership and risk management that companies will benefit from now, and into the future.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it.
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Please connect with me on LinkedIn and check out https://www.NewROI.com

Wednesday Dec 18, 2019

Imagine a world without taxes…  That’s how my guest approaches business transactions and THEN dives into the tax implications.
Dave Bookbinder goes Behind The Numbers with Christopher Scott Esq, Partner at Klehr Harrison Harvey Branzburg LLP.
In this episode Chris shares his experiences on the legal and tax ramifications of mergers and acquisitions, real estate transactions and estate planning
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Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it.

Wednesday Dec 04, 2019

We’re discussing mergers and acquisitions in the middle market – what the process entails and what drives valuation.
Dave Bookbinder goes Behind The Numbers with Steve Economou, Managing Director of Baker Tilly Capital.
Steve shares his experiences in working with middle market companies to achieve a successful exit.
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Behind The Numbers is available wherever you get your podcasts.
Please subscribe to stay up to date on new episodes.  Your rating of the program is much appreciated!

Wednesday Oct 16, 2019

Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Head of Business Partnering, Planning & Performance at Aberdeen Standard Investments.
Perhaps the only thing more difficult than developing a strategic plan is executing on a strategic plan.  In any organization that requires coordination and collaboration.
In this episode, Bill shares his insights on how to foster trust, gain alignment and resolve the inevitable conflicts based on his experiences in his unique role.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts.
Please subscribe to stay up to date on new episodes.  Your rating of the program is much appreciated!

Wednesday Oct 09, 2019

Dave Bookbinder goes Behind The Numbers with Dale Yeager, CEO of SERAPH.
What can you learn about transaction due diligence from a federally trained forensic profiler?
Dale explains where deal teams are missing the mark and leaving money on the table.  He also shares insights from his experiences in forensic investigation, forensic accounting and from training accountants and attorneys. 
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com
 

Wednesday Aug 14, 2019

Dave Bookbinder goes Behind The Numbers with Glen Hartenbaum, Chief Financial Officer of Gemini Bakery Equipment Company.
Glen Hartenbaum is a Chief Financial Officer with more than 25 years of finance and accounting executive experience with middle market, privately held companies. He also has experience managing human resources and information technology. Glen has worked in a variety of industries including manufacturing, distribution and professional services. He is also a Certified Public Accountant. 
In this episode, we discuss the issues that companies face from the perspective of the CFO.   
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
 
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
 
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
 
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡  Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
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BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

Wednesday Aug 07, 2019

Dave Bookbinder goes Behind The Numbers with Mike Sharp, Executive Chairman and Founder of The Sharp Financial Group.
In this episode we discuss the benefits of holistic financial plan including accounting, wealth management and exit planning.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com

Wednesday Aug 07, 2019

Dave Bookbinder goes Behind The Numbers with Gary Bender, Founder of The CFO Solution. 
In this episode we discuss the challenges that CFOs face and the resources that are available to help them. 
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com.

Wednesday Aug 07, 2019

Dave Bookbinder goes Behind The Numbers with Jay Weinstein, Managing Partner, EisnerAmper. 
In this episode we discuss what’s hot in accounting, private equity and strategies that companies can employ to be nimble in business 
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com

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