Dennis Kubaile on granular performance measurement, agile resource allocation, and AI-driven financial analysis
Dennis Kubaile, co-founder of Granulytix, joins Greg to discuss how their groundbreaking platfo…
FORTUNA ADVISORS
THOUGHT LEADERSHIP
Andrew Bonfield on Caterpillar’s success through value management
Caterpillar Inc., the world’s leading construction equipment manufacturer, delivered over 2.5…
2025 Fortuna Advisors Value Leadership Report
The 2025 Fortuna Advisors Value Leadership Report analyzes the top drivers of shareholder retur…
David Berkowitz on value investing
Our conversation with David Berkowitz, founder and CIO of Value Aligned Partners, covers invest…
Garrett Delph on scaling success through process, culture, and strategy
Garrett Delph, founder and CEO of Clarity Ops LLC, shares his journey from leaving corporate Am…
James Pappas on “growth activism” and customer-centric strategy
James Pappas discusses his journey from the family restaurant business to consumer and retail f…
5 Questions to Improve Your Planning Process
Budgeting and planning season may be the most dreaded time of year in the corporate world. Mana…
The dirty dozen stifling value-based management: Diagnoses and solutions
Why revisit value-based management (VBM), a concept that has been around for decades? Despite i…
How to build a high-performance finance team with Carl Lukach
Former Univar CFO and veteran of the chemical industry, Carl Lukach, discusses CFO strategy and…
Brian Tomlinson on how sustainability drives long-term value
Brian Tomlinson of EY argues that sustainability is a long-run driver of shareholder value. Bri…
Ken Fisher shares CFO lessons on strategy, execution, and M&A
Ken Fisher, CFO of Champion X, discusses his extensive career in finance and leadership roles a…
Getting more out of IR and financial reporting with Shiva Rajgopal
Professor Shiva Rajgopal addresses common shortcomings in financial reporting frameworks, highl…
READY TO
Learn More?
Connect with us to discuss your company and
how we can find its catalyst for growth.
how we can find its catalyst for growth.
ABOUT FORTUNA ADVISORS