Chief Financial Officer Archives

Bruce Matzner, CFO for PepsiCo South Division

December 1, 2023 by Mike

Orlando Studio

Bruce Matzner, CFO for PepsiCo South Division

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“Regions Business Radio Orlando” covers financial topics such as banking and lending, mortgages, wealth management, and more, while also introducing you to many of the top executives with Regions Bank in the Orlando and Central Florida market.

Hosted by Scott Wall, Commercial Banking Leader with Regions, all episodes of “Regions Business Radio Orlando” are available for download on Apple iTunes, Spotify, iHeartRadio, Google Podcasts, Spreaker, or wherever you enjoy your favorite podcasts.

On this month’s episode, Scott interviews Bruce Matzner, the Chief Financial Officer for PepsiCo’s South Division.

Bruce Matzner/PepsiCo

PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $86 billion in net revenue in 2022, driven by a complementary beverage and convenient foods portfolio that includes Lay’s, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream. PepsiCo’s product portfolio includes a wide range of enjoyable foods and beverages, including many iconic brands that generate more than $1 billion each in estimated annual retail sales.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO

August 8, 2023 by John Ray

North Fulton Business Radio

Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO

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North Fulton Business Radio, Episode 689)

Art Bottoms, a partner with B2B CFO, joined host John Ray on this edition of North Fulton Business Radio. Art discussed what B2B CFO does, their expertise and experience, the tools they provide to support a business owner during a sale or exit, success stories, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

B2B CFO is “the alternative” to the typical professional services on an exit or buy transition. They use unique tools, talents, and processes to help the business owner(s) through the transition.

Not only are their professionals qualified, but they have published books and software to help with these transitions.

Clients discover that B2B CFO not only has the tenure (in business since 1987) but the tools, talent, and processes to qualify them to be unique in the industry. This becomes a significant advantage to a client’s company and/or to someone they know.

Website

As a B2B CFO Partner, Art helps the owners of privately-held businesses reach their personal and business goals.

For over 34 years, he has been helping business owners:
– Navigate Successful Business Transitions
– Increase Company Value
– Increase Personal Wealth
– Reduce Stress
– Reduce Cashflow Worries
– Provide Security for Loved Ones
– Create More Free Time
– Build a Solid Retirement Plan

Art provides his consulting services on an as-needed basis. This helps privately-held businesses benefit from his experience, without the cost of a full-time employee. Art’s specialty is working with businesses whose sales are in the $2M-$75M range.

His areas of expertise include:
– Leading Financial Operations
– Accounting, Audit, and Tax Strategies
– Financial Planning and Budget Management
– Cash Planning and Managing Bank Relationships
– Financial Controls Implementation and Improvement
– Mergers and Acquisitions
– Financial Systems Design and Implementation

When Art is not working, he enjoys spending time with family, playing golf, and indulging his love for seeing new places.

Questions and Topics in this Interview:

What is B2B CFO?
How are you different than a fractional CFO?
What are the advantages to using B2B CFO?
The resources B2B CFO can provide
Planning for an exit and the mistakes business owners make
The Exit Strategy Handbook and Software
Success stories

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

December 16, 2020 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Grant Edwards and Kevin Carlson, TechCXO

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Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

Grant Edwards and Kevin Carlson of TechCXO are more than just “interims-for-hire” filling a role. As a fractional CFO and fractional CTO, respectively, Kevin and Grant become a part of their respective clients’ teams to bring seasoned executive knowhow and collaboratively drive impactful solutions. They joined host Roger Lusby on this edition of “Business Beat,” presented by Alpharetta CPA firm Frazier & Deeter.

TechCXO

TechCXO provides companies with on demand executives. TechCXO was founded on the premise that high potential companies can greatly benefit from proven, interim executives who they otherwise may not be able to access due to cost, availability or because they do not necessarily need them full time. Our purpose is to provide the best executive talent available… on demand.

Grant Edwards, Partner, TechCXO

Grant Edwards is a hands-on, results-driven executive with expertise in finance operations, SEC reporting, corporate governance, and strategic planning. Grant has been the CFO for multiple early stage companies, many of which of had successful exits. These include an energy company that grew from inception to over $70 million in annual revenues, an entertainment and theatre company, a durable medical equipment company, a receivable factoring business and an executive travel company.

His Big 4 CPA experience includes positions with Deloitte & Touche and Arthur Andersen. He also served as Senior Director of SEC Reporting and Corporate Controller for Shinogi & Co. (formerly Sciele Pharma) where he launched all initial accounting policies and procedures, designed to shepherd the company through a period of massive growth, from $100MM to over $500MM in annual revenue. He effectively managed a team of 32 employees and a full spectrum of corporate finance functions, including general ledger, accounts payable, accounts receivable, payroll, financial reporting (internal and external) and revenue recognition.

As Vice President, Corporate Controller & Treasurer for Harbinger Group, Inc., Grant managed all finance, accounting, and treasury functions for this NYSE-listed BDC/Holding Company/Private Equity company, while contributing additional service as an active member of the Disclosure, Pension and 401K Committee.

Grant is also an adjunct professor for accounting at Georgia State University.

Kevin Carlson, Partner, TechCXO

Kevin is a veteran technology executive with a unique combination of technology expertise and business acumen. A four-time CTO of both services and product companies, he has worked with numerous organizations across various industries in technology leadership and executive-level roles in North America and Europe. He is also a technology thought-leader, with in-depth working knowledge of current technologies such as mobile application development, AI, predictive analytics, privacy, security, and technical architecture.

Serving as fractional CTO for a number of companies, he is an expert at helping clients leverage technology effectively and manage the change inherent in the technology world. Seeing companies transform through the thoughtful application of technology solutions has been a career-long goal. Throughout his career, Kevin never lost the desire to code and prototype solutions . He believes that in order to gain a full understanding of how things work, it’s necessary to get into the details and determine how they apply to solving a business problem. Equally as rewarding as helping business strategize and plan on technology solutions, he still likes get in the trenches with software engineers and work through making a system more performant or find an elusive bug.

A founder of multiple startups, he stays active in the startup community by mentoring founders and providing technology leadership. He is currently a mentor for The Farm, Comcast’s Accelerator located in Atlanta, GA.

Among Kevin’s career highlights he is serving or has served as:

Board of Advisors, ChartSpan Medical Technologies – As an advisor to Chartspan whose flagship product is a first of it’s kind, fully automated personal healthcare record management system that operates on a mobile platform. Chartspan allows an individual to take ownership of their personal health information, manage the information for an individual or entire family and control which healthcare providers receive the information.

Vice President of Development, DataFinch Technologies – Led and managed development teams for three products, mentoring and fostering collaboration between team members in development, user experience, quality assurance, project management, and technical writing. Responsible for helping set technology strategy, working with product management to prioritize effort, and ensuring the timely delivery of quality software.

CTO/CSO, Optaros – Set technology direction and strategy for world-class digital agency focused on eCommerce for B2C and B2B. Responsible for global technical resource pool and for working with partners and clients to set eCommerce technology strategy.

CTO, Verteris – Chief Technology Officer for firm that provides software and information services to legal and financial services organizations.

CTO, Delivery Services, Viant – Responsible for technical strategy and direction for Viant in all areas of the company. Key responsibilities include business development, enterprise marketing, recruiting, service model development, and other broad ranging managerial duties within the technology community. Responsible for the management of over 500 technology staff members in 8 offices worldwide.

Founder & Managing Partner, Advanced Systems Group – Founded and managed a technology focused consulting firm that provided focused services to companies developing software either for internal use or the retail market. Flagship clients include: IBM, Peachtree Software, Equifax.

In addition, Kevin is a published writer, songwriter, blogger and speaker. When he isn’t busy helping his clients, he is active in the music industry and voting member of NARAS. Several of his original songs have been licensed for TV shows and he actively writes and records new music.

Kevin received his Bachelor of Science degree from Georgia State University; and completed executive education studies in Leadership in Professional Services Firms from the Harvard Business School.

Read more of Kevin’s insight at his blog: FractionalCTO and on Twitter @thatcarlson.

Company Website

Company LinkedIn

Grant Edwards LinkedIn

Kevin Carlson LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
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An episode archive of Frazier & Deeter’s “Business Beat” can be found here.