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
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, June 16 · 11am EDT (1h)View more
Most business owners think about insurance only when renewal time comes around or after a claim has already happened.
But to…
Read moreMost business owners think about insurance only when renewal time comes around or after a claim has already happened.
But today’s risk environment is changing faster than many organizations realize.
Cyber threats continue to evolve. Liability exposures are expanding. Workforce-related claims are becoming more complex. And many companies are discovering that operational risks they once considered unlikely are now very real business concerns.
In this session of Ask the CFO, Lowell Mora will be joined by Natalie Stone to discuss the most significant insurance and risk trends affecting businesses today — and what leaders should be doing now to better protect their organizations.
The conversation will explore:
- The biggest business insurance risks companies are facing right now
- How cyber threats are changing the insurance landscape
- Why cyber insurance has become increasingly important for businesses of all sizes
- Liability and workforce trends organizations should be paying attention to
- Emerging operational risks many leadership teams underestimate
- Practical ways businesses can strengthen resilience and reduce exposure
This will be a practical, business-focused conversation designed to help owners and leadership teams think more proactively about risk management — not just insurance policies.
As always, Ask the CFO is interactive and conversational, with plenty of room for questions and discussion.
About Natalie Stone
Natalie Stone is the fourth-generation leader of Hill & Stone Insurance Agency, a family-owned insurance agency with more than 100 years of history serving businesses and families.
She works with successful businesses and individuals to help them navigate complex insurance, liability, and operational risks through personalized guidance, comprehensive coverage strategies, and proactive risk management.
Natalie holds an MBA from the University of Chicago Booth School of Business and a B.A. from Lafayette College, where she was a Division I soccer player. She is also a Certified Insurance Counselor (CIC) and Management Liability Insurance Specialist (MLIS).
Read less
Stay in the Ask the CFO Loop
Get invites, reminders, and replays—so you don’t miss the conversations that matter.
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)
Want to Join as a Guest?
I invite experienced operators and advisors to be part of these conversations.
Great guests are typically:
- Business owners or executives
- Advisors working closely with companies
- People with practical experience—not just theory
Why join:
- Share your perspective with an engaged audience
- Be part of thoughtful, unscripted conversations
- Build relationships with other operators
Previous 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.
Managing Personal Risk Featuring Amanda Martinez, VCU Risk Advisors
When HR Headaches Slow Down Growth (and What to Do About It) with Rob Stepen
Why Founders Feel Trapped in Their Own Business and How to Step Out of the Center with Dr John Fulwider
Get Caught Up On What You Missed...
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