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You don't get to the top of your field by sitting back or checking out. You're here because you want to be tapped into the varied opinions and strategies within finance.

This list of the 18 best corporate finance podcasts in 2024 is going to help you do exactly that.

18 Best Business Finance Podcasts

These are my picks for the 18 best corporate finance podcasts active in 2024:

  1. The Indicator from Planet Money with Stacey Vanek Smith and Cardiff Garcia
  2. Strategic Financial Leadership with Steve Coughran
  3. Invest Like the Best with Patrick O'Shaughnessy
  4. The Money Movement with Jeremy Allaire
  5. The Smarter Business Finance Podcast with Rob Misheloff
  6. The Better Finance Podcast by EY Professionals
  7. ChooseFI with Brad Barrett and Jonathan Mendonsa
  8. M&A Science with Kison Patel
  9. Bloomberg Surveillance with Tom Keene, Jonathan Ferro, and Lisa Abramowicz
  10. Don't Bank On It with Adam Shapiro
  11. Leaders of Modern Finance by Stampli
  12. CFO Yeah! by CFO Connect
  13. Exchanges by Goldman Sachs Professionals
  14. Motley Fool Money with Chris Hill
  15. Daily Briefing: Finance & Investing by Real Vision Podcast Network
  16. Inside the Strategy Room by McKinsey Strategy & Corporate Finance Experts
  17. Planet Money by Various NPR Reporters
  18. The Tech M&A Podcast with Corum Group

Best Business Finance Podcasts Overview

1. The Indicator from Planet Money with Stacey Vanek Smith and Cardiff Garcia

The Indicator from Planet Money podcast with Stacey Vanek Smith and Cardiff Garcia

Summary:

The Indicator from Planet Money offers quick insights into work, business, and the economy. Hosts Stacey Vanek Smith and Cardiff Garcia break down complex topics into manageable, informative segments.

What You'll Learn:

The podcast covers various topics, including economic indicators, employment trends, and the implications of monetary policies. It's a concise way to stay informed on financial issues that affect our daily lives.

Why You Should Listen:

For those seeking a clear understanding of the economy without investing hours of their time, this podcast distills vital economic concepts and news into digestible episodes.

Best Episode:

"A Finance Fright Fest" - This podcast episode covers stories from Wall Street and the broader American financial landscape, delving into how entrepreneurship and financial ventures sometimes make their way into frightful territories.

Links To Listen:

About The Host:

Stacey Vanek Smith is a seasoned journalist with a knack for making economics engaging. Cardiff Garcia is her co-host, bringing his deep understanding of economic trends.

Listener Review:

“As a millennial who has been personally and financially affected by literally every single mini-recession, inflation event, employment dip, and housing bubble or boom, I appreciate the transparency and reporting about my lived economic experience.“ - Wetland Ecologist

2. Strategic Financial Leadership with Steve Coughran

Strategic Financial Leadership podcast with Steve Coughran

Summary:

Steve Coughran's Strategic Financial Leadership explores the intersection of finance and strategy, offering insights into financial acumen and strategic business planning.

What You'll Learn:

This podcast will enhance your understanding of strategic planning, financial leadership, and the latest trends in financial management. Steve covers topics crucial for developing a strategic approach to finance and leadership.

Why You Should Listen:

Steve's podcast provides valuable insights and actionable advice for professionals looking to bridge the gap between finance and strategy. It's an excellent resource for innovating and leading in the financial sector.

Best Episode:

"Developing a Strategic Mindset With Bill Adams" - This podcast episode discusses the insights from thought leaders in America on cultivating a strategic mindset, a vital asset in the business world. It delves into the conversations with Bill Adams, highlighting practical strategies for leaders aiming to excel in the competitive landscape of business podcasts.

Links To Listen:

About The Host:

Steve Coughran is the founder of CFO Leadership and brings a wealth of experience in strategic financial management. His expertise aligns financial and business strategies to foster growth and efficiency.

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3. Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best podcast with Patrick O'Shaughnessy

Summary:

Invest Like the Best explores the strategies, tools, and stories of top investors and business leaders. Patrick O'Shaughnessy dives into the minds of his guests to uncover the principles that drive their investment decisions and business success.

What You'll Learn:

This podcast offers a deep dive into investment philosophies, business growth strategies, and the personal journeys of investors and entrepreneurs. Patrick and his guests discuss various sectors, from technology to real estate, providing listeners with a broad spectrum of insights.

Why You Should Listen:

If you're interested in understanding the intricacies of investing and want to learn from successful investors and business minds, this podcast provides a wealth of knowledge. Patrick's ability to extract valuable lessons and stories makes each episode a learning opportunity.

Best Episode:

"Zac Bookman – How Government Works" - This podcast episode discusses the intricacies of government operations, focusing on budgeting processes and their impact on financial freedom. Zac Bookman provides insights into improving transparency and efficiency within governmental financial practices.

Links To Listen:

About The Host:

Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management, a quantitative money management firm. With a passion for understanding what drives success in investing and business, Patrick brings a unique perspective to his interviews.

Listener Review:

“Great podcast, always interesting guest and topics discussed even for folks like me who are not in the investment world.“ - Sonofman311

4. The Money Movement with Jeremy Allaire

The Money Movement podcast with Jeremy Allaire

Summary:

The Money Movement is hosted by Jeremy Allaire, co-founder and CEO of Circle, a payment technology company. The podcast explores how digital currency and blockchain technology are reshaping finance.

What You'll Learn:

Jeremy engages with various experts to discuss the future of money, covering topics like digital currencies, the global economy, and financial policies. The podcast provides insights into how technology changes how we think and interact with money.

Why You Should Listen:

For anyone curious about the digital transformation of finance and the impact of cryptocurrencies, this podcast offers firsthand insights from industry leaders. Jeremy's discussions shed light on the rapidly changing financial landscape.

Best Episode:

"Exporting Economic Freedom with Brian Armstrong of Coinbase" - This podcast episode talks about the role of cryptocurrencies in expanding economic freedom globally. Brian Armstrong discusses the development of a financial ecosystem that leverages blockchain technology to enhance accessibility and inclusivity.

Links To Listen:

About The Host:

Jeremy Allaire is a seasoned entrepreneur with a deep understanding of digital payments and financial technologies. As the leader of Circle, he is at the forefront of blockchain technology and its applications in finance.

Listener Review:

Episode after episode, The Money Movement continues to bring on the best guests in & around crypto. A must listen for anyone who wants to learn about cryptocurrency, blockchain, stablecoins, USDC, and emerging fintech. - RenderFox

5. The Smarter Business Finance Podcast with Rob Misheloff

The Smarter Business Finance Podcast with Rob Misheloff

Summary:

Hosted by Rob Misheloff, The Smarter Business Finance Podcast provides insights and advice on managing business finances, focusing on equipment financing and leasing.

What You'll Learn:

Rob clarifies equipment leasing, loans, and financial strategies for small and medium-sized businesses. The podcast covers practical tips for managing cash flow, financing options, and intelligent financial decisions.

Why You Should Listen:

Small business owners and financial managers will find this podcast particularly useful for its focus on equipment financing and strategies to optimize financial health. Rob's expertise offers valuable guidance for navigating business finance challenges.

Best Episode:

"The Two Sides of Financing: Commercial and Consumer Lending Compared" - This podcast episode discusses the fundamental differences and unique challenges of commercial and consumer lending. It delves into how these two facets of financing impact the broader economy and individual financial health.

Links To Listen:

About The Host:

Rob Misheloff is the president of Smarter Finance USA, a company specializing in equipment financing. With extensive experience in finance, Rob shares his knowledge to help businesses understand and leverage financing options.

Listener Review:

Just started listening to season two episode one, the concept of your business sounds very interesting. Hoping that future podcast may include calling questions from current and potential clients… Great start, looking forward to hearing more!- Heyradioguy

6. The Better Finance Podcast by EY Professionals

The Better Finance Podcast by EY Professionals

Summary:

This podcast brings together professionals from EY to share their insights on finance, analytics, and the role of finance leaders in driving business transformation. It focuses on the latest trends and challenges in the finance sector, providing a platform for expert discussions.

What You'll Learn:

Listeners will gain insights into financial best practices, the impact of technology on finance, and strategies for driving efficiency and growth within organizations. The podcast covers various topics, from financial planning and analysis to risk management and regulatory compliance.

Why You Should Listen:

Suppose you're interested in the strategic role of finance in business transformation and want to stay ahead of the curve on the latest in finance and analytics. In that case, this podcast offers valuable perspectives from leading EY professionals.

Best Episode:

"Why CFO Communication is Important in Driving Organizational Change" - This podcast episode discusses the critical role of CFOs in communicating financial strategies and insights to facilitate organizational change. It highlights how effective communication from CFOs can align teams and resources toward common business objectives.

Links To Listen:

About The Host:

The podcast features various EY professionals, each bringing unique expertise and insights from their work in finance and consulting. These hosts share practical advice and strategic thinking from their extensive experience in helping businesses navigate financial challenges.

Listener Review:

This podcast series is great for any finance executive! Provides tremendous thought leadership on latest trends in finance. Love it. - Dylan MK

7. ChooseFI with Brad Barrett and Jonathan Mendonsa

ChooseFI podcast with Brad Barrett and Jonathan Mendonsa

Summary:

ChooseFI is a podcast centered around the financial independence movement. Brad Barrett and Jonathan Mendonsa explore strategies for saving money, building wealth, and living less dependent on traditional employment.

What You'll Learn:

The show covers various topics related to financial independence, including investing, tax optimization, and frugal living. The hosts also discuss the broader implications of achieving financial independence, such as increased personal freedom and the ability to pursue passions.

Why You Should Listen:

For those interested in exploring ways to achieve financial independence and learning from others who have successfully navigated this path, "ChooseFI" provides actionable tips and inspiring stories.

Best Episode:

"The Spectrum of Financial Independence | Chris Hutchins" - This podcast episode talks about the various stages and approaches to achieving financial independence, as discussed by Chris Hutchins. It explores how personal goals and lifestyles influence one's journey towards financial freedom.

Links To Listen:

About The Host:

Brad Barrett and Jonathan Mendonsa are both passionate about the financial independence movement. Brad successfully leveraged travel rewards to travel the world at a fraction of the cost, while Jonathan used aggressive saving and investing to leave his pharmacy career behind.

Listener Review:

This show helped me reduce my spending increase my yearly savings by about ~20%. There is so much fantastic advice and now I am on a path to healthy spending and retirement.- Kenitaly

8. M&A Science with Kison Patel

M&A Science podcast with Kison Patel

Summary:

M&A Science is an educational podcast that aims to demystify the complex world of mergers and acquisitions. Hosted by Kison Patel, the show features interviews with leading M&A financial professionals who share their real-world experiences and insights.

What You'll Learn:

Listeners will learn about best practices, strategies, and challenges in mergers and acquisitions, including due diligence, integration, and deal sourcing. The podcast provides a deep dive into the tactical aspects of M&A not often discussed in traditional forums.

Why You Should Listen:

If you're a professional involved in M&A or interested in the intricacies of corporate deals, this podcast offers a rare glimpse into the tactics and strategies employed by seasoned practitioners.

Best Episode:

"Selling A Small Business Unit" - This podcast episode discusses the intricacies of selling a small business unit, with insights that even billionaires can appreciate. It delves into the importance of financial literacy in navigating the sale process and maximizing value.

Links To Listen:

About The Host:

Kison Patel is the CEO and Founder of DealRoom, a project management software for complex financial transactions. With a background in M&A advisory and software development, Kison brings a unique perspective to the world of mergers and acquisitions.

Listener Review:

“The M&A Science podcast is a great way to connect to the broader M&A community. It’s great to hear from leaders in the industry and continue learning about best practices and overcoming obstacles. If you’re involved in buying or selling businesses, subscribe now!“ - NattyBohNJ

9. Bloomberg Surveillance with Tom Keene, Jonathan Ferro, and Lisa Abramowicz

Bloomberg Surveillance podcast with Tom Keene, Jonathan Ferro, and Lisa Abramowicz

Summary:

Bloomberg Surveillance provides insightful analysis of global economics, finance, and investment. The podcast is hosted by Tom Keene, Jonathan Ferro, and Lisa Abramowicz and brings together expert commentary and interviews with leading economists, market strategists, and policymakers.

What You'll Learn:

The podcast covers various topics, including market trends, economic policies, and the implications of global events on finance and investment. The hosts' conversations with guests offer depth and diverse perspectives on complex issues facing the global economy.

Why You Should Listen:

Bloomberg Surveillance offers a comprehensive overview with expert analysis for those looking to stay informed on global financial markets and economic trends. The hosts' experience and knowledge make complex topics accessible and understandable.

Best Episode:

"Bloomberg Surveillance: Jill Castilla on Regional Banks" - This podcast episode discusses the role of regional banks in real estate investing and offers financial advice for navigating the current economic landscape. Jill Castilla provides insights into the challenges and opportunities facing regional banks today.

Links To Listen:

About The Host:

Tom Keene, Jonathan Ferro, and Lisa Abramowicz bring a wealth of experience in financial journalism. Their expertise provides listeners with insightful commentary and analysis of the latest economic and financial news.

Listener Review:

“This show is great, love the balance that struck with finance, economics, and current events. True news.“ - SneakyGab

10. Don't Bank On It with Adam Shapiro

Don't Bank On It podcast with Adam Shapiro

Summary:

Don't Bank On It, hosted by Adam Shapiro, takes listeners behind the scenes of the banking and financial services industry, uncovering the impact of regulations, technology, and market movements on banks and their customers.

What You'll Learn:

The podcast provides insights into the banking sector's challenges and opportunities, including fintech innovations, regulatory changes, and consumer banking trends. Adam Shapiro discusses these topics with industry experts, offering listeners a deeper understanding of the financial landscape.

Why You Should Listen:

If you're interested in the dynamics of the banking industry and how financial policies and innovations affect your personal and business banking decisions, Don't Bank On It offers valuable perspectives.

Best Episode:

"Episode 3 - Advice and Misconceptions about Start-Up Loans" - This podcast episode talks about the essential advice for entrepreneurs seeking start-up loans and addresses common misconceptions. It provides practical tips to navigate the complexities of securing funding for new ventures.

Links To Listen:

About The Host:

Adam Shapiro is a seasoned journalist with a focus on finance and economics. His expertise in the banking sector makes him an adept interviewer, able to explore complex topics with clarity.

11. Leaders of Modern Finance by Stampli

Leaders of Modern Finance podcast with R “Ray” Wang

Summary:

Leaders of Modern Finance dives into the strategies of top finance leaders who are redefining the role of finance in the digital era. The podcast covers the convergence of technology, business, and finance, offering insights into the future of the financial sector.

What You'll Learn:

Listeners will explore digital transformation in finance, the role of data analytics in decision-making, and how finance leaders navigate the challenges of the modern business environment. The conversations with guests illuminate the path forward for finance professionals.

Why You Should Listen:

For finance professionals and business leaders looking to understand the impact of digital transformation on finance and how to lead effectively in this new landscape, Leaders of Modern Finance provides forward-thinking insights and practical advice.

Best Episode:

"Leading a Finance Function In The Web3 Economy With Rakib Azad, SVP of Finance at Chainalysis" - This podcast episode discusses the challenges and strategies of managing finance functions within the rapidly evolving Web3 economy. Rakib Azad shares insights from his experience at Chainalysis, highlighting the unique financial landscape of the blockchain and cryptocurrency sectors.

Links To Listen:

12. CFO Yeah! by CFO Connect

CFO Yeah! podcast by CFO Connect

Summary:

CFO Yeah! CFO Connect brings together Chief Financial Officers from diverse industries to share their experiences, challenges, and insights. The podcast delves into the evolving role of CFOs, strategic decision-making, and leading financial practices in the modern business environment.

What You'll Learn:

This series covers financial leadership, strategic planning, risk management, and technology integration in finance. Listeners will learn how CFOs drive business growth, manage financial health, and adapt to changing economic landscapes.

Why You Should Listen:

For current and aspiring CFOs, finance professionals, and anyone interested in understanding the strategic role of finance in business leadership, this podcast offers real-world wisdom and advice from those at the forefront of financial decision-making.

Best Episode:

"#35 Empathetic Accounting & Why Finance Leaders Should Learn to Code with Dave Sellick" - This podcast episode discusses the intersection of finance and technology, emphasizing the value of coding skills for finance leaders. Dave Sellick explores how empathetic accounting can lead to more informed decision-making and strategic financial management.

Links To Listen:

About The Host:

The podcast features a rotating lineup of CFOs, each with a unique perspective and expertise. These leaders share their journey, strategies, and the lessons learned along the way in navigating the complexities of modern finance.

Listener Review:

“The guests so far have been awesome, lots of useful insights and delivered in a way which doesn't make finance boring... for once! Thank you“ - AIM 1234

13. Exchanges by Goldman Sachs

Exchanges at Goldman Sachs podcast by Goldman Sachs professionals

Summary:

Exchanges gives listeners insights into global markets, industries, and the economy. Hosted by professionals at Goldman Sachs, the podcast features discussions on trends, market dynamics, and the economic factors impacting businesses and investors.

What You'll Learn:

The podcast explores various topics, including investment strategies, economic forecasts, and sector analyses. Guests and hosts discuss the implications of global events on markets and offer perspectives on navigating the complexities of the financial world.

Why You Should Listen:

Suppose you seek a deeper understanding of market trends and economic insights from one of the world's leading investment banks. In that case, this podcast offers expert analysis and thoughtful commentary on the factors shaping the global economy.

Best Episode:

"Goldman Sachs Chairman and CEO David Solomon on the Global Economy, The Deal-Making Environment, and The Firm’s Strategic Priorities" - This podcast episode discusses insights from David Solomon on the state of the global economy, trends in deal-making, and Goldman Sachs' strategic focuses. Solomon shares his perspective on navigating the financial landscape and the future directions of one of the world's leading investment banks.

Links To Listen:

About The Host:

The podcast is hosted by various Goldman Sachs professionals, each specializing in different sectors and areas of finance. Their collective expertise provides rich knowledge and insights into the global financial landscape.

14. Motley Fool Money with Chris Hill

Motley Fool Money podcast with Chris Hill

Summary:

Motley Fool Money features lively discussions on the week's top business and investing stories, market trends, and stocks on the radar. Host Chris Hill and a panel of Motley Fool investment analysts break down the news with humor and insights.

What You'll Learn:

Listeners will get updates on the latest market news, hear from industry experts and CEOs, and learn about potential investment opportunities. The show also delves into the broader implications of market movements and business trends.

Why You Should Listen:

Whether you're a seasoned investor or just starting, Motley Fool Money offers a mix of informative and entertaining insights into the world of investing, helping listeners make informed financial decisions.

Best Episode:

"Fast Food Innovation" - This podcast episode discusses the latest trends in fast food innovation, highlighting how social media influences new product development and marketing strategies. It explores how brands adapt to changing consumer preferences in the digital age.

Links To Listen:

About The Host:

Chris Hill hosts Motley Fool Money and has been with The Motley Fool since 1997. Known for his witty and informative style, Chris brings a wealth of knowledge and an accessible approach to discussing investing and financial news.

Listener Review:

“I listen and learn from every episode. The topics are relevant to current market and business in a highly accessible for people of all levels of knowledge.“ - Corey Nelson

15. Daily Briefing: Finance & Investing by Real Vision Podcast Network

Real Vision Daily Briefing: Finance & Investing podcast by Real Vision Podcast Network

Summary:

Real Vision offers a deep dive into finance. The podcast features interviews with some of the most respected names in finance and investment, covering various topics from market trends to investment strategies.

What You'll Learn:

Listeners will gain insights into global financial markets, investment opportunities, and economic trends. The podcast provides a platform for experts to share their knowledge, offering valuable lessons and perspectives on navigating the complexities of investing.

Why You Should Listen:

For anyone looking to expand their understanding of finance and investment, Real Vision presents an opportunity to learn from leading experts in the field. These interviews provide a wealth of knowledge, making complex topics accessible to a broad audience.

Best Episode:

"How Blockchain and AI Can Lead an AR Revolution" - This podcast episode discusses the potential of blockchain and AI technologies to transform Augmented Reality (AR), with implications extending to the stock market and beyond. It explores how these advancements can create new opportunities and disrupt traditional industries.

Links To Listen:

About The Host:

The Real Vision Podcast Network features a collection of finance and investment podcasts, offering deep insights from top minds in the industry on markets, economics, and investment strategies. It serves as a platform for listeners seeking unfiltered opinions and analyzing global financial trends.

Listener Review:

“The hosts of the Real Vision podcast highlight all aspects of finance and more in this can’t-miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!“ - malfoxley

16. Inside the Strategy Room by McKinsey Strategy & Corporate Finance Experts

Inside the Strategy Room podcast by McKinsey Strategy & Corporate Finance Experts

Summary:

Inside the Strategy Room, experts from McKinsey Strategy & Corporate Finance host it. The podcast offers insights into strategic decision-making, with discussions on corporate strategy, finance, and management.

What You'll Learn:

Listeners will explore strategic planning, mergers and acquisitions, value creation, and leadership. The podcast provides a platform for McKinsey's experts to share their extensive knowledge and experiences, offering valuable insights into corporate strategy.

Why You Should Listen:

For executives, strategists, and anyone interested in corporate strategy and finance, this podcast provides a deep dive into the practices and theories that drive business success. The expert discussions offer practical advice and strategic insights for navigating today's complex business environment.

Best Episode:

"Driving Long-Term Business Transformation" - This podcast episode discusses strategies and insights for achieving sustainable business transformation. It explores organizations' challenges and opportunities when implementing long-term changes to adapt and thrive in an evolving market landscape.

Links To Listen:

About The Host:

The podcast features various McKinsey Strategy & Corporate Finance experts, each bringing their specialized knowledge to the discussions. Their collective expertise offers listeners a comprehensive view of strategic decision-making in the corporate world.

Listener Review:

“My favourite podcast; based on excellent studies, interesting guests and good real life examples.“ - smeelch

17. Planet Money by Various NPR Reporters

Planet Money podcast by Various NPR Reporters

Summary:

Planet Money makes the complex world of economics accessible and fun. Through storytelling and insightful reporting, NPR's team explains the forces that shape our lives and the world economy in an engaging and relatable way.

What You'll Learn:

From the intricacies of global trade to the economics behind everyday decisions, listeners better understand economic principles at play in current events and trends. The podcast covers a broad range of topics, making complex concepts understandable.

Why You Should Listen:

Whether you're an economics enthusiast or just curious about how economic forces impact the world, Planet Money offers fascinating stories and insights illuminating the economic ideas influencing our lives.

Best Episode:

"The U.S. Economy's Biggest Superpower, Explained" - This podcast episode discusses the key factors that contribute to the strength and resilience of the U.S. economy, including innovation and side hustles in driving economic growth. It delves into how these elements combine to form America's economic superpower.

Links To Listen:

About The Host:

Planet Money features a rotating cast of NPR reporters, each bringing their unique perspective and storytelling skills to explore and explain economic concepts and stories. Their collective expertise makes economics engaging and accessible to all.

Listener Review:

“Love hearing these great stories tied to economic issues. What a pro show!“ - ne0g0

18. The Tech M&A Podcast with Corum Group

The Tech M&A Podcast with Corum Group

Summary:

The Tech M&A Podcast, presented by the Corum Group, dives into the world of technology mergers and acquisitions. The podcast offers insights into the latest trends, strategies, and stories from the front lines of tech M&A.

What You'll Learn:

Listeners will understand the nuances of buying and selling technology companies, including valuation, negotiation, and integration strategies. The podcast also covers emerging tech sectors and how they're shaping the M&A landscape.

Why You Should Listen:

For entrepreneurs, investors, and anyone involved in the tech industry, this podcast provides valuable insights into the M&A process, offering advice from seasoned professionals on navigating deals successfully.

Best Episode:

"Tech M&A Monthly Podcast: Beware of M&A Perfection" - This podcast episode discusses the pitfalls of striving for perfection in tech mergers and acquisitions, highlighting how this pursuit can impact businesses and side hustles. It offers insights into navigating the M&A process more effectively by focusing on strategic alignment and value creation.

Links To Listen:

About The Host:

The Corum Group, a leading provider of M&A advisory services for software and technology companies, hosts the podcast. Their team of experts shares insights from decades of experience in the tech M&A field, providing listeners with an inside look at the dynamics of tech deals.

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By Simon Litt

Simon Litt is the Editor of The CFO Club, where he shares his passion for all things money-related. Performing research, talking to experts, and calling on his own professional background, he'll be working hard to ensure that The CFO Club is an indispensable resource for anyone seeking to stay informed on the latest financial trends and topics in the world of tech.

Prior to editing this publication, Simon spent years working in, and running his own, investor relations agency, servicing public companies that wanted to reach and connect deeper with their shareholder base. Simon's experience includes constructing comprehensive budgets for IR activities, consulting CEOs & executive teams on best practices for the public markets, and facilitating compliant communications training.