Meet Mike!

In this conversation, Mike Roe shares his journey from a 28-year career in policing to becoming the CEO of tensense.ai, a platform that helps organizations make sense of their data. He discusses the importance of leadership, change management, and the role of coaching in empowering teams.

Mike emphasizes the need for transparency, communication, and a coaching mindset in leadership, as well as the significance of understanding the truth of the many rather than the opinion of the few.

He also highlights the evolution of sense-making in organizations and the development of a software solution to aid leaders in decision-making.

Takeaways

- Leadership is defined by experiences and insights gained.

- Change management is crucial in any organization.

- Values should be truly embedded in an organization.

- Communication is key during times of change.

- Leaders must be curious and vulnerable.

- Coaching conversations can empower teams.

- Transparency builds trust within organizations.

- Data-driven insights can predict future outcomes.

- A compelling vision unifies teams towards a common goal.

- Self-care is essential for effective leadership.

Sound bites

"You can't do it all yourself."

"People don't like change."

"You have to look after yourself."

Chapters

00:00 Introduction to Leadership Insights

01:32 Early Career in Policing

04:05 Leadership Challenges in Bristol

08:59 Navigating Change Management

12:15 The Importance of Communication

18:27 Transitioning to Coaching Leaders

23:58 Developing a Software Solution for Organizations

29:30 Disrupting the Consulting Market

31:42 The Science of Sense Making

34:06 The Importance of Checking In

36:17 Building Insights Through Questions

37:55 Navigating Complexity in Leadership

41:00 Blind Spots in Leadership

41:51 The Power of Coaching Conversations

44:33 Kindness in Leadership

51:24 The Importance of Renewal

54:57 Rapid Fire Questions

Connect with Mike

Personal LinkedIn - https://www.linkedin.com/in/mike-j-roe/

Discover Tensense.ai - https://tensense.ai/

Meet Ryan!

In this conversation, Ryan Brinkman discusses the importance of being bold in client relationships, particularly when advising on financial decisions. He emphasizes the need for transparency and honesty, even when it may not be what clients want to hear. The discussion also touches on the financial risks associated with certain decisions, highlighting the CPA's role in guiding clients through these complexities.

Takeaways

- It's important to be bold with clients.

- Transparency is key in client relationships.

- Advising clients can sometimes mean delivering hard truths.

- Financial risks must be clearly communicated to clients.

- Not all financial decisions are straightforward or beneficial.

- CPAs have a responsibility to guide clients wisely.

- Clients may not always understand the implications of their choices.

- Being honest can strengthen client trust.

- It's crucial to navigate financial complexities carefully.

- The role of a CPA includes risk management and client education.

Sound bites

"This is dumb. And they look at me like..."

"You could lose a lot of money."

"We can't just write off a motor home."

Connect with Ryan Personal LinkedIn - https://www.linkedin.com/in/ryan-brinkman-cpa/

Meet Brit!

In this episode of Protea Conversations, Zane Stevens interviews Britt Summerill, a seasoned CFO with over 20 years of experience in accounting. Britt shares his journey from starting as an auditor to becoming a partner at Now CFO, discussing the importance of audit experience, the growth of Now CFO, and the impact of private equity on the firm. He emphasizes the significance of networking, the evolving role of AI in accounting, and the need for a balanced work-life approach. Britt also offers valuable insights on how to succeed in the accounting industry and the importance of being a connector in business.

Takeaways

- Britt Summerill has over 20 years of experience in accounting.

- He transitioned from auditing to a leadership role at Now CFO.

- Audit experience provides valuable insights into business operations.

- Networking is crucial for success in the accounting industry.

- AI will change the landscape of accounting but won't replace it.

- The accounting profession needs to adapt to attract new talent.

- Britt emphasizes the importance of personal connections in business.

- Data-driven decision-making is key to sustaining growth.

- Work-life balance is essential for long-term success.

- Being a connector can lead to mutual benefits in business relationships.

Sound bites

"You have to put in the work."

"You want to touch them on a personal level."

"You have to jump in and go right."

Chapters

00:00 Introduction to Britt Summerill and His Journey

01:55 Britt's Early Career and Transition to Now CFO

04:59 The Value of Audit Experience

12:45 Unique Audit Experiences and Lessons Learned

16:26 Transitioning to Now CFO and Initial Challenges

19:29 Overview of Now CFO and Its Growth

21:35 Impact of Private Equity on Now CFO

25:23 Sustaining Long-Term Growth at Now CFO

29:38 Training for Success 31:17 The Art of Connection

34:08 Building Relationships and Reciprocity

36:41 The Importance of Follow-Up

39:42 Navigating the Accounting Landscape

41:50 Short-Term Goals and Work-Life Balance

44:02 AI in Accounting: Opportunities and Challenges

46:40 Addressing the Pipeline Issue

48:45 Advice for Success

51:49 Personal Insights and Rapid Fire Questions

Connect with Brit Personal LinkedIn - https://www.linkedin.com/in/brit-summerillnowcfo/