Operator, Drummer, Partner CFO's Domain

Los Angeles, CA
Joined October 2010
Just got back from Disneyland with the kids. Mickey Mouse is not a product. He is a feeling, warmth, nostalgia…wonder in a child’s eye. Pictured here is my 3-year-old meeting Mickey for the first time. The moment speaks for itself. Personal branding works the same way. The leaders people call when it matters have built a feeling others associate with them. Clear. Honest. Shows up the same way every time. You build that one consistent interaction at a time. What feeling do people associate with you after they leave the room. That is your brand.
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Burnout in high-performing teams is almost never a personal failing. It is an organizational signal that got ignored. The early signs are usually visible. Quality of work changes before attendance does. The engaged person goes quiet in meetings. The one who always raised their hand stops. Leaders who catch those signals early protect people and performance at the same time. The ones who treat them as individual performance issues usually lose the person eventually anyway.
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Patience in leadership is not waiting. It is the discipline to let someone work through something they are capable of working through without rescuing them prematurely. Waiting is passive. Patience is active. The best talent developers I have been around could watch someone struggle and hold the space for them to find their way through it. That is hard when the answer is obvious to you and the timeline is tight. But the capability built on the other side is worth more than any answer you could have given.
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Most software selection processes are optimized for the wrong thing. They evaluate features. The demo was clean. The reference calls were solid. What they rarely evaluate: the internal change capacity required to reach actual adoption. Not go-live. Adoption. Go-live is not success. It is the point at which the real work starts. If your team cannot describe how day-to-day behavior needs to change for this platform to deliver its ROI, the selection process is not finished yet.
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Multi-generational family businesses that want to scale face a specific challenge. Everything that made them successful across generations is also what makes them hard to change. Bringing in outside help to shift culture and process in that environment requires a different approach entirely. Start with respect for what was built. Earn trust before you earn authority. The firms that show up with a generic playbook built for a different kind of company almost always struggle here. #Leadership #Transformation
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The best CFOs I have worked alongside shared a few things that never show up in the job description. They were genuinely curious about the business, not just the financials. They spent time with operations and sales in a way that kept their judgment connected to reality. They were honest in difficult moments. They did not let the role become a place where hard truths got softened into uselessness. And they developed their people with real intention. Those things determine whether someone in that seat is a finance leader or just a senior accountant with a corner office.
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Succession planning is the most consistently underdone discipline I have encountered. Not because leaders do not know it matters. Because doing it well requires honesty about capability gaps that feels uncomfortable in most cultures. So it becomes a documentation exercise. A spreadsheet updated once a year. Not a living discipline that actually develops the next generation of leaders. The organizations that get this right do not scramble when a key leader exits. Because the succession was genuinely being built all along.
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If you work in finance and get the opportunity to do fractional CFO work at a startup, you almost always have to say yes. Not always for the immediate economics. For the optionality. The startup that looks uncertain today could be the hypergrowth story of the next three years. And the fractional CFO who built the foundation early is almost always the first call when that company needs a full-time seat filled. The risk of saying no is invisible. You never know which one was the one.
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Most employee engagement surveys are a waste of time. Not because the data is not real. Because the follow-through is not. Survey goes out. Results come in. Initiatives get announced. Organization moves on. Same issues surface next year. The people being surveyed know this cycle. Which is why responses get less honest over time. The organizations that actually move the needle invest in better managers, not better surveys. The scores follow the management quality. Not the other way around.
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The best manager I ever had made me feel like my development was a serious priority for her. Not performatively. In the way she actually spent her time. She knew what I was working on. Gave feedback close enough to the moment to be useful. Told me hard things in a way that made me want to do better, not feel diminished. Great management is not complicated in theory. In practice it requires leaders who see developing people as the job, not the thing you do after the real job is handled.
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