Building a lasting finance strategy

Kathy Svetina interviews Keri Holm and gets her fresh perspectives on sustainable growth, team management, and practical strategies for everything from expense tracking to cash flow optimization.

Key takeaways:

  • Focus on growth that sustains itself
  • Be ready to change your approach
  • Set up regular check-ins that work
  • Fix problems at their root
  • Keep software costs in check with strategic oversight
In This Video
Kathy Svetina
Founder at NewCastle Finance
Kathy is a leading light in finance support for growing businesses. She is an experienced fractional CFO who has hosted multiple Vertice interviews with finance and procurement experts.
Keri Holm
CFO at Torrent Consulting
A seasoned financial leader, Keri's background not only includes over 20 years of accounting and leadership experience, but also professional sports - including as a professional basketball player in the WNBA.
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