lowell headshot 2024Running a business is no easy feat. It’s filled with financial challenges, strategic decisions, and unexpected roadblocks. That’s why Lowell Mora, seasoned fractional CFO and founder of Impact CFO, created the “Ask the CFO” Live Series—a free, interactive monthly meeting designed to provide practical financial advice, tools, and strategies to empower business owners like you.

This series is more than just advice; it’s a space to get real solutions to your toughest financial questions and learn actionable steps to strengthen your business.

Register for Upcoming Sessions:

  • Tuesday, April 7 · 11am EDT (1h)

    **This session will be held live on Zoom, and you’ll receive the join link after you register.

    Why Founders Feel Trapped in …

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    **This session will be held live on Zoom, and you’ll receive the join link after you register.

    Why Founders Feel Trapped in Their Own Business

    Many successful founders reach a point where the business is growing, the team is capable, and systems are in place—yet they still feel like they can’t step away.

    In many founder-led companies, the challenge isn’t staffing or strategy. It’s owner dependence—when decisions, authority, and identity remain centered on the founder, even as the business grows.

    In this Ask the CFO session, Lowell Mora will be joined by business coach Dr. John Fulwider to explore why this dynamic is so common and what it takes to move beyond it.

    Together, they’ll discuss:

    • Why founders often feel trapped in their own businesses
    • The difference between being the business and owning the business
    • How identity and decision habits keep owners at the center
    • Practical ways founders can step out of daily operations while strengthening the company

    Ask the CFO is a live, interactive session for business owners and leaders looking for practical insights from real-world experience. Each session includes a focused discussion followed by open Q&A.

    About Our Guest:
    Dr. John Fulwider is a business coach who helps founding business owners reduce owner dependence so they can step out of day-to-day operations, grow their companies, and create more personal freedom while increasing business value.

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What to Expect in Each Session:

  • 15-Minute Topic Deep Dive:

  • I'll kick off each session with focused training on a key financial topic, such as cash flow, succession planning, debt management, or budgeting. Get actionable insights you can implement immediately.

  • Open Q&A - “Ask the CFO”:
    This is your opportunity to bring your specific financial challenges to the table. Whether you need help with forecasting, financing options, or strategy, I'll provide personalized advice tailored to your questions.

WANT TO BE A GUEST?  Apply HERE!

CFO GraphicsManaging a business’s finances can feel overwhelming, but you don’t have to go it alone. With over 30 years of experience guiding family-owned and privately-held businesses, Lowell has the expertise to help you navigate uncertainty and achieve clarity.

Whether you’re focused on growth, succession, or managing cash flow, these sessions will equip you with the tools to make confident, strategic decisions.

WHEN: 1st & 3rd Tuesdays of the Month 10 am CST

WHERE: Live on ZOOM (sign up below to receive the link)

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Watch Previous Episodes HERE

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Conversations With Industry Experts

A collection of trusted experts who join me to share practical insights and real-world guidance on the issues that matter most to business owners.

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