Guests: Jerry Vance, the Founder and Managing Partner of Preferred CFO, and Scott Crawford, a Partner at Preferred CFO focused on client prioritization and new business development.

Overview: A CEO who's led their company past the "I'll Do Everything" stage needs a true financial strategist at their side to stop surviving and start scaling. But the CEO also needs clarity on what kind of financial expertise their company truly needs at various stages of growth. Paying a full-time CFO to act like a glorified bookkeeper isn't going to accelerate your trajectory. And a "CF-No" who builds a moat around your cash might not share the CEO's bold vision for BIG.

On today's show, Jerry Vance and Scott Crawford explore the state of the fractional CFO industry and why forecasting and five-year planning are strategic leadership tools, not just accounting exercises.

Guests: Tim Kreytak, CEO and Co-Founder of Ironside, one of North America's leading analytics and data consulting firms and a multiple Inc. 5000 honoree.

Jason Breazeale, Vice President of Technology at Burn Boot Camp, a rapidly growing fitness franchise with nearly 400 locations.

Overview: Yes, your company needs to be using AI. But before you start buying subscriptions and upgrading your tech stack, you need to understand what actually drives successful AI integrations: a bedrock of solid data. Without clean, accessible, and trusted data, even the most advanced AI tools will fail to deliver results.

On today's show, Tim Kreytak and Jason Breazeale discuss why you need BIG data mastery before AI can help your company Make BIG Happen.

Guest: Jose Vergara, a coach at CEO Coaching International. Jose is a seasoned CEO, president, and operator with deep experience leading organizations across public companies, private equity-backed businesses, family-owned firms, founder-led companies, and partner-owned enterprises.

Quick Background: If AI was just a technical problem, the solutions would be simple. Upgrade your tech stack. Hire the best AI experts. Buy more bandwidth.

But the true challenge of AI is how it challenges leadership. CEOs who feel the need to "do something" often sacrifice identity and trust for speed. And in their haste, they fail to communicate a clear vision that reduces employees' anxiety around AI and transforms the company's culture.

On today's show, Jose Vergara discusses how his 5-step AI roadmap for CEOs can help companies embrace AI, improve productivity, and Make BIG Happen.