At the Top

Conversations with the executives, authors, and operators who run complex organizations.

How leaders think. In their own words.

Building organizational trust through leadership consistency and employee engagement

A Conversation with Ralph kellogg

Chief Human Resources officer at Lutheran Family Services.

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How leaders think. In their own words.

Joe Spisak, Wayne Lowry and Neil Webzell featured in City Shift Finance report on margin erosion and overlooked business metrics.

Margin Erosion & the Metrics that Miss it

City Shift Finance Research Division, with contributions from three CEOs, explores how margin erosion develops before it appears in financial reporting.

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How leaders think. In their own words.

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A Conversation with Nikita Khandheria
Founder & CEO, ERIA
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A Conversation with Nikita Khandheria
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Foundation President of Nevada Donor Network

CEO of Grid

Co-Founder & Board Member at Bento

Former Accenture Asset Management Lead

CEO of Fulfil.com

Partner at Wealth, Big Life Financial

CEO of Cornell Communities

Head of Human Resources & Administration

Former U.S. Intelligence Officer and Organizational Scientist

Chief HR & Inclusion Officer

Transformation & Turnaround Executive

Author, TEDx Speaker, and Strategist

Co-Founder of Indiggo.ai

Head of Market Risk & Capital Management

Head of US Operations at OCFO

Chief People Officer

Founder of Trial Tribe Injury Lawyers

CEO of Qujam
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CEO of Cyber Risk Models

Branch Chief - California Department of Technology

CEO of Qujam

Founder of Trial Tribe Injury Lawyers

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What we do

Corporate Finance Revenue Management Business Transformation Tech and AI Labor Cost Optimization

Recent Work

Hotel GOP Improvement Non-Profits FP&A for Hospitality FP&A for Startups Retail Private Equity

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Interactive Analysis
Operating performance analysis connecting pricing, profitability, workforce cost, cash flow, forecasts, and portfolio economics

Reports

Hotel GOP Margin Compression
Budget Sandbagging and Bad Targets
Red dart striking the bullseye of a target, representing budget sandbagging, conservative forecasting, and distorted financial targets that drive poor capital allocation.
Private Equity Depends on Operations
Private equity value creation depends on finance infrastructure to track operational performance

Corporate Finance Interviews

Co-founder of Bento
Vlad Bodea, Co-Founder and Board Member at Bento
CEO of Fulfil.com
Joe Spisak, Founder and CEO of Fulfill.com, for City Shift Finance

Blogs

FP&A for Venture-Backed Companies
FP&A for venture-backed companies showing financial planning and capital allocation across funding stages
FP&A for Equipment Rental
FP&A for equipment rental businesses showing fleet staging, asset utilization planning, and equipment transition management
FP&A for Private Equity Portfolio Companies
FP&A for private equity portfolio companies showing portfolio integration, EBITDA alignment, and capital structure across sponsor-backed businesses

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