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Artwork for LevelUp Podcast

LevelUp Podcast

Nick Araco
Storytelling
Artificial Intelligence
Relationship Building
Oracle Netsuite
Finance
FP&A
Chad Blackburn
Human-I-T
CFO Alliance
Technology
Nonprofit Finance
Financial Planning and Analysis
Finance Leadership
Finance Function
Leadership In Finance
Data Fluency

This is the LevelUp Podcast—where finance leaders share real stories, insights, and the connections that move them forward. Tune in to learn, sharpen your edge, and level up together.

PublishesMonthlyEpisodes77Founded6 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for LevelUp Podcast

Latest Episodes

Chad Blackburn is Principal at Margin Shift, an AI planning and workflow intelligence firm for accounting, legal, and private equity organizations. He works at the intersection of growth, emerging technology, capital markets, and AI-driven business t... more

Phoebe Bishop is CFO at ROBRADY design, an innovative firm specializing in product design, engineering, and prototyping. She also serves as Managing Partner at Sarasota Growth Ventures, a venture capital firm supporting early-stage startups. With ove... more

Valerie Martin is a Silicon Valley finance operator and strategic business partner who has guided high-growth technology companies through complex scaling, transformation, and change. She is a hands-on leader at the intersection of growth, revenue, a... more

Albert Ramos Jr. is the Founder and Fractional CFO at Stratego, a firm that helps high-growth businesses strengthen cash flow, refine unit economics, and scale with financial clarity. He has supported companies from $500K to $30M in revenue in buildi... more

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Recent Guests

Chad Blackburn
Leader with experience in high growth companies, healthcare, AI and digital assets
Founder/CEO at (context implies) CFO Alliance network
Episode: Practical Strategies for Thriving Amidst Disruption With Chad Blackburn
Phoebe Bishop
CFO operating across multiple companies; founder of Robrady Capital / venture-focused finance leader
Robrady Capital, CFO roles across multiple companies
Episode: The Human Edge in an AI World With Phoebe Bishop
Valerie Martin
Silicon Valley finance operator focused on growth, revenue, and decision-making
Independent/Adviser to CEOs and boards
Episode: Turning Data Into Decisions That Matter With Valerie Martin
Justin Norton
CFO, Brekhus Tile & Stone
Brekhus Tile & Stone
Episode: Where Agile Finance Meets Real-World Execution With Justin Norton
Andrew Platt
CFO at Freed Associates
Freed Associates
Episode: Mastering Leadership in Finance Amidst Disruption With Andrew D. Platt
Daniel Nelson
Fractional CFO
Tech Brainstorm
Episode: Building Clarity and Strategic Value in the Finance Function With Daniel Nelson
Rho Lind
Finance and operations executive with leadership roles across startups and established companies
Episode: The Transformative Power of Authentic Leadership in Finance and Operations With Rho Lind
Tracie Williams
President and CEO, former CFO, industry leader in finance and operations
SONGWON (former), CFO Alliance member
Episode: Staying Grounded and Authentic While Scaling Through Uncertainty With Tracie Williams
Sam Levy
Leader at Oracle NetSuite
Oracle NetSuite
Episode: Reimagining Finance Leadership in a Disrupted, Tech-Driven World With Sam Levy

Host

Nick Araco
Host of Level Up Podcast

Reviews

5.0 out of 5 stars from 3 ratings
  • Awesome Podcast!!!

    Nick, host of the Level Up Podcast, highlights all entrepreneurship and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines5 years ago
  • A real insider look

    Loved the first few episodes of this podcast so far and impressed with the variety and quality of quests. Nick is truly an entertaining and knowledgable host who knows how to ask great questions and make you feel like you are in the room listening in. Looking forward to following the growth of this podcast.

    Apple Podcasts
    5
    readytogrow
    United States6 years ago

Listeners Say

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Listeners appreciate how the host pulls actionable insights from guests and makes complex topics feel practical.
Listeners find the mix of entrepreneurship focus and finance leadership guidance engaging and valuable for sponsors and guests alike.
The show is praised for strong guest selection and high-quality questions that spark useful, real-world takeaways.

Chart Rankings

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Talking Points

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Reimagining Finance Leadership in a Disrupted, Tech-Driven World With Sam Levy
Q: What role does AI play in the near-term CFO playbook?
AI should be deployed in targeted high-value areas such as cash collections, continuous closes, and procurement intelligence, with a focus on reducing manual work, improving accuracy, and delivering faster insights, rather than trying to fix all processes at once.
Reimagining Finance Leadership in a Disrupted, Tech-Driven World With Sam Levy
Q: How should CFOs approach budget constraints without sacrificing growth?
They should have frank conversations with the CEO about where to concentrate resources, cut non-core spending, and invest in areas with the highest ROI, using data-driven decisions to justify reallocations and ensure investments are tied to measurable outcomes.
Reimagining Finance Leadership in a Disrupted, Tech-Driven World With Sam Levy
Q: What do you see CFOs should be prioritizing to become growth partners in 2026?
CFOs should focus on connecting operational metrics to financial outcomes, adopt rolling forecasts with scenario planning, audit and own master data, establish clear data ownership, and leverage AI to automate high-value processes like cash collections and the close process, while ruthlessly prioritizing investments.
Building Clarity and Strategic Value in the Finance Function With Daniel Nelson
Q: How has the role of the CFO/finance leader evolved with technology, and what should leaders prioritize when building their stack?
Leaders should prioritize building a solid, reliable core (e.g., NetSuite/QuickBooks) and then thoughtfully add AI-powered or advanced tools that fit specific use cases, ensuring data quality, governance, and measurable impact while maintaining the ability to explain the why behind the numbers.
Building Clarity and Strategic Value in the Finance Function With Daniel Nelson
Q: What is the breadth and scope of a finance department's value, and how should it function in a growing company?
The finance function should act like an internal consultant, integrating people, processes, and technology to add tangible value across the business, evolving with company needs, and communicating outcomes through clear storytelling backed by data.

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Frequently Asked Questions About LevelUp Podcast

What is LevelUp Podcast about and what kind of topics does it cover?

The show frequently hosts senior finance leaders and operators who discuss turning data into strategic business impact, AI-enabled finance, and practical leadership in fast-moving environments. Conversations center on expanding the CFO role beyond number-crunching to strategic partnership, building resilient FP&A, and aligning finance with growth and operating priorities. Notably, episodes often weave in real-world frameworks, cross-functional collaboration, and a strong emphasis on people, storytelling, and ethical, mission-aligned leadership. The format tends to blend personal career insights with actionable tactics, case studies, and vendor/community resources that help finance teams scale and partner more effectively with the rest of th... more

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Which podcasts are similar to LevelUp Podcast?

These podcasts share a similar audience with LevelUp Podcast:

1. The CFO Playbook

How many episodes of LevelUp Podcast are there?

LevelUp Podcast launched 6 years ago and published 77 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on LevelUp Podcast?

Recent guests on LevelUp Podcast include:

1. Chad Blackburn
2. Phoebe Bishop
3. Valerie Martin
4. Justin Norton
5. Andrew Platt
6. Daniel Nelson
7. Rho Lind
8. Tracie Williams

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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