AI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems.

From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. He discusses how ProCFO Partners uses AI internally, the mindset shifts needed to lead with curiosity, and how to embed AI exploration into company culture.

One key insight: the best way to start isn’t with the right tool, it’s with the right question. By focusing on business issues you're facing and experimenting with AI as a collaborator, you can initiate progress without waiting for perfect answers or expertise.

Maybe you’re new to AI, experimenting already, or consider yourself a power-user; in any case, this conversation offers a practical guide for making AI work for your business, not just as a technology, but as a thought partner.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategically led business with stronger systems, better financial discipline, and a clearer leadership structure.

Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s guidance, they implemented budgeting practices, built operational dashboards, and introduced KPI tracking that aligned every leader to shared goals. The changes improved planning, supported better decision-making, and helped the business scale with more confidence.

This is the story of a leader gaining command of a fast-moving business, with the right CFO partner helping to make it happen.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

When revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was driving margins—or where money was going—the company risked scaling into chaos.

In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realized he was running the business by looking six months into the past. Together, they share how daily forecasting, smarter invoicing, and role-level financial focus changed everything.

You’ll hear how trust, transparency, and teamwork turned a fractional CFO into a strategic ally, and why Bruce now says he’s sleeping better, planning farther ahead, and is more confident about hitting the numbers.

This is a story about moving from instinct to insight, and from reaction to readiness.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.