Podcasts
Podcast
The Human Side of Succession ft. Mary O. Andrews
The first three episodes of PBO Advisory’s succession planning series covered the framework, the financial architecture, and the practical…
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Boards, Clients, and Where to Start | Putting Succession Planning Into Practice – PBO Advisory Group
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
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From Plan to Practice | The Honest Conversations Behind Real Succession Planning
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
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Business Analytics as a Leadership Discipline
In Episode 1 of this series, PBO’s CEO, Consulting CFO, and Sr. Finance Consultant and Human Capital Advisor discussed why…
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Business Analytics as a Leadership Discipline
Building strong business analytics is not a technology project. It is a leadership discipline. In this first episode of PBO’s…
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Succession Planning | Authentic Insights from the C-Suite
What does succession planning look like when a leadership team turns the lens on themselves? In this episode of PBO…
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Planning for 2026 | Why People and Money Must Be Aligned
As 2025—an “odd year” defined by market uncertainty and a higher cost of capital—comes to a close, business leaders are…
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Remote Work: Challenges and Opportunities for Businesses
In this episode of PBO Perspectives in Business, Finance & HR, host Joey McCoy talks with PBO Advisory Group CEO…
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Avoiding Costly PAGA Claims: What Employers Need To Know
In this episode of PBO Perspectives in Business, Finance & HR, host Joey McCoy is joined by PBO Advisory Group…
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Creating a Healthier Workplace with Employee Wellness Programs
In this episode of “PBO Perspectives in Business, Finance & HR,” host Joey McCoy is joined by PBO Advisory Group…
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Navigating CEO Retirements and Leadership Transitions
In this episode of “PBO Perspectives in Business, Finance & HR,” host Joey McCoy talks about CEO retirements and leadership…
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Philanthropic Initiatives: Building a Culture of Giving Back in Business
In this episode of “PBO Perspectives in Business, Finance & HR,” PBO Advisory Group CEO Fran San Diego and Consulting…
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Welcome to PBO Perspectives in Business, Finance & HR
In the premiere episode of “PBO Perspectives in Business Finance & HR,” host Joey McCoy introduces listeners to PBO Advisory…
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