
The Role Forward: A Strategic Finance Podcast
The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.
Podcasting since 2021 • 46 episodes
The Role Forward: A Strategic Finance Podcast
Latest Episodes
Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics
In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shar...
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Episode 46
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46:16

Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management
In the latest episode of The Role Forward podcast, host Joe Michalowski sits down with Kristian Marquez, founder of FinStrat Management. Kristian shares his diverse journey in the finance sector, highlighting his experiences from being part of ...
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Episode 45
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45:55

Exploring AI in Finance with Todd Spartz, CFO of LinkLive
In the latest episode of The Role Forward, Joe Michalowski welcomes Todd Spartz, the CFO at LinkLive. Todd dives deep into his rich background in the tech world. From semiconductor equipment manufacturing to networking, and from web analytics t...
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Episode 44
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47:37

Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners
In this episode of The Role Forward, Joe and Scot dive into the world of fractional CFO services and the transition to in-house teams. They discuss the inflection points where companies outgrow fractional CFO services and the economic factors t...
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Episode 43
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48:11

The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick
In this episode of The Role Forward, Joe Michalowski hosts Zack McCarty, Director of FP&A at Qwick. McCarty shares insights on the importance of collaborative planning and stakeholder buy-in in the food and beverage industry. He emphasizes ...
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Episode 42
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49:44
