Put the next finance builder on the mic.
Builders of Financial Agency is a monthly conversation with the operators turning insight into action — finance leaders, RevOps architects, and systems builders rewriting how finance actually gets done. If you know one, are one, or have a topic that deserves a real conversation, this is where you tell us.
A monthly conversation about how finance actually evolves.
Every month, we pick a workflow that breaks for growth-stage finance teams — quote-to-cash, the close, treasury, compliance, ERP architecture — and we talk to the people rebuilding it. The newsletter sets up the conversation. The webinar is the conversation. The podcast keeps it traveling. The whole point is to make space for operators to talk honestly about what's working, what isn't, and what they'd do differently.
The newsletter
A long-form LinkedIn newsletter drops the last Thursday of every month. Sets the editorial frame and primes the conversation.
The conversation
One week later, host Rose Punkunus sits down with a guest for ~45 minutes — pre-recorded on-camera, then aired live as a webinar premiere.
The podcast
The conversation is repackaged as a podcast episode and a video clip reel — distributed across LinkedIn, Spotify, Apple, and YouTube.
Talk directly to the finance leaders evaluating tools, teams, and systems right now.
The audience skews operator: CFOs, controllers, finance ops and RevOps leaders, finance systems admins, and NetSuite architects at growth-stage and mid-market companies. The people who actually own the workflows — and the people who are looking for ideas that hold up under load.
The reach is the headline. The leverage is what you keep.
Most podcast pitches sell vibes. We'd rather be specific. Here's what guests actually get — for themselves, for their team, and for the work they care about.
Audience match, not audience noise
Your buyers, your peers, and the people who shape this category — already subscribed, already paying attention.
Build category authority
Operator-first conversation means you talk like a builder, not a brand. The clips and the quotes travel for months.
Light lift, real outputs
45 minutes. No prep deck. Questions sent in advance. You walk away with a produced episode, a clip reel, and quote graphics ready to share.
Personal brand momentum
LinkedIn newsletter feature, podcast distribution, and a quote-graphic toolkit you can use in your own posts and pitches.
Company exposure that lands
Your company gets featured in the newsletter framing, the webinar registration page, and every clip we ship. Cross-promo welcome.
Join a real community
Past guests stay in the room. Intros, follow-ups, cross-referrals — the network is part of the deliverable.
From "yes" to "live" in four steps.
We respect your calendar. The whole process from accepted nomination to released episode usually takes about six weeks, with under three hours of your time end-to-end.
A 20-minute call
We sync on the topic, the angle, and what you actually want to talk about. No pre-interview. No script.
Questions in advance
You get the conversation outline and the questions ahead of time. No surprises. Edit anything you want before we record.
~45 minutes, on camera
A relaxed, pre-recorded conversation with the host. We handle production. You show up and talk — no live audience pressure.
Premiere + clip kit
Episode airs as a live webinar premiere and goes on to all major podcast platforms. You get a video clip reel, quote graphics, and a LinkedIn-ready post.
One episode in, and a runway of conversations ahead.
Here's what we've already aired — and a look at the topics we're exploring next and the kinds of builders we're hoping to put on the mic for each.
Visibility Wasn't Enough
Why finance teams stopped getting more value out of dashboards — and what changed when the question moved from "what's happening?" to "what should we do about it?" A conversation with Chad Wonderling on rebuilding around action, not just insight.
Featuring Chad Wonderling
Conversations we want to have next.
These aren't booked episodes yet — they're the editorial directions we're heading. Each one is also a description of the kind of guest we're actively looking for. See yourself in one of these? Tell us.
From Quote to Cash: Where Deals Actually Get Stuck
Amendments, RevRec, ramp deals, and the workflow that has to hold together when contracts get flexible.
The Treasury Spreadsheet Has to Go
Why cash visibility is still spreadsheet-bound at most companies — and what changes when it isn't.
Why Your ERP Isn't the Problem, But It's Not Enough
Where native works, where the complexity thresholds sit, and what gets built around the ERP.
Compliance as a Growth Catalyst
Why the teams treating compliance as a feature, not a tax, are pulling ahead.
Rebuilding the Month-End Close
What close looks like when reconciliations, journal entries, and variance reviews aren't a week-long fire drill.
A topic we haven't thought of yet.
If a conversation is missing from this list, that's a signal worth knowing. Topic pitches genuinely shape the editorial calendar.
Tell us who should be on the mic.
Yourself, a peer you respect, or a topic that deserves a real conversation. Every nomination gets read. We reply within two weeks.
The questions guests ask before they say yes.
What's the actual time commitment?
About three hours, end-to-end. A 20-minute fit chat, a quick review of the outline we send you, and the ~45-minute recorded conversation. No prep deck, no rehearsal.
Do I need to be a Zone & Co customer or partner?
No. The show is operator-first. We feature finance and RevOps leaders from any company, any stack. The only filter is: have you built something real, and can you talk about it honestly?
Will I get to review the questions in advance?
Yes. We send the full outline and the question list ahead of time. You can rework anything that doesn't sit right, flag topics you'd rather not get into, or suggest better angles.
Is this live or pre-recorded?
The conversation is pre-recorded with just you and the host, so there's no live-audience pressure. The episode then airs as a webinar premiere on its release date, with the producing team handling any audience questions on your behalf.
What gets recorded and what can I edit?
The conversation is recorded on camera and mic. We light-edit for clarity and length, never for substance. If anything lands sideways in the recording, you can flag it and we'll cut.
How does the episode get promoted?
The LinkedIn newsletter goes out the Thursday before the episode airs. Promotion includes a 5-email invite cadence, organic social across Zone & Co channels, executive amplification, and a video clip kit you can use on your own channels. Post-episode, the podcast distributes across Spotify, Apple, YouTube, and the major platforms.
What if I want to suggest a topic but don't have a guest in mind?
Pitch the topic. We have a bench of builders we can match to it, and topic suggestions genuinely shape the editorial calendar.
Can I nominate someone without telling them?
Yes. If you'd rather make the intro yourself, leave the nominee's email blank and we'll coordinate through you. If you want us to reach out cold, include their email and we'll mention you as the referral.
The right conversation usually starts with one nomination.
If you've read this far, you probably know someone — or are someone — worth putting on the mic. Take 90 seconds and tell us.
Nominate →