Ask the CFO is a free, live Zoom session hosted by Lowell Mora, Founder of Impact CFO, designed for business owners who want practical, real-world financial guidance. Each session combines focused insights with open conversation, giving you the opportunity to learn, ask questions, and walk away with actionable next steps around topics like cash flow, growth, risk, and strategic decision-making. Sessions are interactive, practical, and grounded in real operating experience — not theory.

Featured Guest

Rob Stepen — Business Performance Advisor

In this Ask the CFO session, Rob will join Lowell for a practical discussion on outsourcing HR and when it makes sense for growing companies. Together, they’ll explore how business owners can reduce administrative burden, manage people-related risk, and support their teams more effectively by leveraging outsourced HR solutions and the PEO (Professional Employer Organization) model. Rob Stepen brings decades of experience as a business owner and advisor, working with small to mid-sized businesses to improve efficiency, support growth, and drive sustainable revenue.

The conversation will focus on real-world considerations business owners face, including scaling operations, compliance, benefits, and freeing up leadership time — with space for live questions and discussion.