Where Business Owners Get Better at Decisions

Ask the CFO

Join Fractional CFO Lowell Mora and experienced operators for live, practical conversations on the financial and operational decisions that actually move your business forward.

Live on Zoom | 1st & 3rd Tuesdays | Open Q&A included

Apply to Be A Guest

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This is the room you want to be in if...

You’re making decisions that carry real weight
You want practical perspective—not theory
You value how other operators think, not just what they do
You want access to experienced voices you can actually ask questions to

Most business leaders don’t need more information.
They need better decision discipline.

Ask the CFO is a live, interactive session where we unpack real business challenges—cash flow, growth, pricing, team structure, and risk—and talk through how to approach them with clarity.

How Each Session Works

Focused Topic (15 min)
A practical breakdown of a real issue.

Guest Conversation
What’s working in the real world—and what’s not.

Open Q&A
Bring your situation. We’ll talk through it live.

Register for Upcoming Sessions:

Tuesday, May 5 · 11am EDT (1h)
Ask the CFO guest John Gies: Turning Referrals Into a Predictable Growth Channel
Turning Referrals Into a Predictable Growth Channel with guest John Gies

Tuesday, May 5 2026 · 10am – 11am CT
Live on Zoom…
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Turning Referrals Into a Predictable Growth Channel with guest John Gies

Tuesday, May 5 2026 · 10am – 11am CT
Live on Zoom (link provided after registration)

As businesses grow, two things tend to get less clear—not more:

How you talk about what you do
And where your next opportunities are coming from

Many companies rely on referrals, but leave them to chance. At the same time, their message often becomes focused on what they offer, rather than the problems they solve.

In this session of Ask the CFO, I’ll be joined by John Gies of Resonant Business Solutions for a practical, conversational discussion around these two areas.

We’ll talk through:

Why a clear, problem-focused message matters more than ever

How to create messaging that gets people to raise their hand

What it looks like to build predictable referral partnerships

Why most referral strategies don’t work—and how to approach them differently

How these two pieces connect to more consistent revenue growth

As always, this will be a live, interactive session. We’ll start with a focused conversation and leave time for questions and discussion with the group.

If you’re thinking about how to generate more consistent opportunities—and communicate your value more clearly—this will be a useful conversation to be part of.

About Our Guest:
John Gies works with business owners to build sustainable, profitable revenue and companies that don’t depend on them for every decision. With over 20 years of experience in corporate sales across industries including telecom, banking, healthcare, and law, he brings practical insight and real-world strategies to help businesses grow while building stronger teams and healthier organizations.
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Running a business means making decisions that affect cash flow, growth, and long-term value—often without enough perspective.

With over 30 years of experience working alongside owners of privately held businesses, Lowell brings a practical, outside perspective to those decisions.

These sessions are designed to help you think more clearly, act more confidently, and avoid costly missteps.

When: 1st & 3rd Tuesdays
Time: 10 AM CST / 11 AM EST
Where: Live on Zoom (link sent after registration)