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Strategies for sustainable growth & automation

How to scale smart

Industry insights and strategies

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

About the speakers

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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