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The Human Balance Sheet
Welcome to The Human Balance Sheet, presented by Preferred CFO.
While numbers tell the financial story of a business, people drive the actual results. This show explores the vital intersection between strategic HR, executive recruitment, human capital management, and CFO-level financial performance.
We look at talent through an operational and fiscal lens; showing business owners and executives how workforce strategy directly impacts profit, company valuation, and scalable growth.
From structuring executive compensation and building high-performing leadership teams to outsourced HR solutions and recruiting top talent, The Human Balance Sheet gives you the framework to turn human capital into your strongest financial asset.
All Episodes
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Workforce Planning: How to Build the Team Your Growth Plan Actually Needs
Workforce planning is about much more than deciding how many people to hire next year. In this episode of **The Human Balance Sheet**, Jay Volak and Tom Applegarth of Preferred CFO discuss how CEOs and leadership teams can build a workforce plan around the company’s actual business strategy, growth goals, financial capacity, and future talent needs. They explore why headcount should be an outcome of the planning process rather than the starting point, how leaders can evaluate the business case for new positions, and why productivity needs to be part of every hiring conversation. The discussion also looks at how AI, automation, outsourcing, and fractional expertise are changing traditional workforce models. Jay and Tom also cover the importance of connecting HR and Finance when planning for growth, identifying the skills a company will need in the years ahead, and building succession plans for critical roles. Topics include: - Workforce planning vs. traditional hiring plans - Connecting headcount to revenue and growth goals - Building the business case for new positions - Productivity and revenue per employee - AI, automation, outsourcing, and fractional talent - HR and Finance collaboration - Future skills and organizational capabilities - Succession planning and key-person risk For growing companies, the goal is not simply to add more people. It is to build the right organization, with the right capabilities and cost structure, to support where the business is going next.%20-%20Jul%202026.png)