Fame Host (https://fame.so) CFO Weekly https://podcasts.fame.so/cfo-weekly https://feeds.fame.so/cfo-weekly Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model. 843278 en Tue, 12 Oct 2021 15:06:55 +0000 Sun, 28 Jun 2026 21:18:10 +0000 https://content.fameapp.so/uploads/3j1vzr61/f64e6e30-42ec-11f1-89ef-5775fcafc7c3/f64e6f40-42ec-11f1-8570-cb47627190c0.png CFO Weekly https://podcasts.fame.so/cfo-weekly Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model. Personiv Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model. No No episodic Personiv Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model. Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model. finance, fractional cfo, cfo, cfo weekly, accounting, software, outsourcing, operations, vp finance, automation, accounting leaders, controllers, business growth Personiv team@fame.so No No No Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk https://podcasts.fame.so/e/p8llz328-greatest-hits-operational-finance-and-how-cfos-drive-performance-with-devin-weil-cfo-at-shipmonk Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk 0 No No x1l624j1 In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations.
In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are revolutionizing operational finance by becoming true partners to warehouse and logistics operations. Devin brings extensive experience as a finance leader across organizations like XPO and Carrier, where he built his career inside some of the most operationally complex environments in the supply chain and logistics space.


With his deep background spanning corporate finance, performance improvement, and network operations, Devin shares how finance teams can leverage data to diagnose performance issues, drive meaningful KPIs, and build field finance organizations that sit alongside operators. Currently serving as CFO of ShipMonk, Devin oversees finance for one of the fastest-growing tech-enabled fulfillment platforms in the world, managing 12 warehouses and 1,600 employees across the globe.


What You'll Learn:
  • Why CFOs must embed finance resources directly in operations for maximum impact
  • How to balance top-down targets with bottoms-up planning to drive operator buy-in
  • The critical role of granular unit economics in high-volume logistics businesses
  • Strategies for rapid performance intervention without becoming a bottleneck
  • How robust data infrastructure enables both visibility and speed
  • The evolution of the CFO role from financial oversight to operational partnership


 Learn more about Devin:
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]]> Tue, 23 Jun 2026 10:00:00 +0000 Personiv Personiv 1306 In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations. In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations. Operational Finance Leadership, Field Finance Organizations, KPI-Driven Performance Management, Unit Economics Analysis, Supply Chain Finance Optimization, Logistics CFO Strategies, Data-Driven Decision Making, Warehouse Performance Metrics, 3PL Financial Management, Modern CFO Operational Partnership, Finance Operations Collaboration, Bottom-Up Planning Methods. No No Modernizing Finance Without Losing the Human Element https://podcasts.fame.so/e/pnm7lvqn-modernizing-finance-without-losing-the-human-element Modernizing Finance Without Losing the Human Element 290 No No 71v5j3v0 In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their organizations through technology while keeping people, flexibility, and fit-for-purpose thinking at the center of every decision drawing from more than two decades of building finance infrastructure in the San Diego biotech sector. In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their teams through technology while keeping people at the center of transformation. Lineage Cell Therapeutics is a biotech company developing innovative cell therapies for conditions including spinal cord injury, age-related macular degeneration.


Jill brings more than two decades of leadership experience across biotechnology and pharmaceutical organizations, with deep expertise in building operational infrastructure, scaling finance functions, and partnering with executive teams to execute long-term strategic vision. Having helped grow Gossamer Bio from six employees to over 200 and currently serving as CFO at Lineage Cell Therapeutics for nearly four years, Jill shares how she evaluates technology investments, fosters team adoption, and ensures that automation serves people rather than replacing them.


What You’ll Learn:
  • Why investing in people remains the foundation of finance innovation
  • How to evaluate and choose technology that fits your organization’s size and maturity
  • Where the biggest automation opportunities exist in biotech and healthcare finance
  • How to introduce new technologies without overwhelming a lean team
  • What skills modern finance professionals need to stay relevant
  • Why AI will not replace finance teams and what it will change instead
  • How to build a collaborative CFO relationship with the rest of the business


Learn More About Jill:


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]]> Tue, 16 Jun 2026 09:18:00 +0000 Personiv Personiv 1240 In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their organizations through technology while keeping people, flexibility, and fit-for-purpose thinking at the center of every decision drawing from more than two decades of building finance infrastructure in the San Diego biotech sector. In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their organizations through technology while keeping people, flexibility, and fit-for-purpose thinking at the center of every decision drawing from more than two decades of building finance infrastructure in the San Diego biotech sector. No No Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy https://podcasts.fame.so/e/08jyzx4n-healthcare-funding-defense-spending-and-the-cfo-s-role-in-advocacy Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy 289 No No 41pqkp70 In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore how federal funding decisions shape patient care on the ground, why the healthcare-versus-defense budget debate is more complex than a simple pie chart, and what it takes for finance leaders in healthcare to drive change, influence policy, and build the operational partnerships that will define the CFO role for the next decade. In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore the financial realities facing healthcare providers in today’s policy environment and why the debate between healthcare and defense spending matters deeply to every finance leader in the industry. Ed brings more than thirty years of experience in healthcare finance, including over two decades at Children’s Hospital of Philadelphia and leadership roles at Cooper University Health Care before joining St. Christopher’s.


With deep expertise in revenue cycle management, reimbursement structures, financial strategy, and government relations, Ed shares how safety-net hospitals are navigating Medicaid-dependent realities, how fragmented healthcare economics creates systemic inefficiency, and why the CFO of tomorrow must be as fluent in operations and relationship building as in financial reporting. He also offers a candid perspective on the misconceptions that shape federal budget debates and what healthcare finance leaders can do to make their voices heard.


What You’ll Learn:
  • How federal funding decisions directly affect patient care quality and access
  • Why comparing healthcare and defense spending as interchangeable budget slices is a dangerous misconception
  • How fragmented healthcare economics creates systemic inefficiency and redundancy
  • What safety-net hospitals like St. Christopher’s face when Medicaid reimbursement falls short of cost
  • How finance leaders prioritize investments when resources are constrained
  • The evolving role of the CFO as an operational partner and relationship builder
  • How technology and AI are beginning to reshape healthcare finance and operations


Learn More About Ed:

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]]> Tue, 09 Jun 2026 10:00:00 +0000 Personiv Personiv 1525 In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore how federal funding decisions shape patient care on the ground, why the healthcare-versus-defense budget debate is more complex than a simple pie chart, and what it takes for finance leaders in healthcare to drive change, influence policy, and build the operational partnerships that will define the CFO role for the next decade. In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore how federal funding decisions shape patient care on the ground, why the healthcare-versus-defense budget debate is more complex than a simple pie chart, and what it takes for finance leaders in healthcare to drive change, influence policy, and build the operational partnerships that will define the CFO role for the next decade. Healthcare vs. defense spending, Healthcare CFO strategy, Medicaid reimbursement and safety-net hospitals, Healthcare funding policy, Hospital finance leadership, Healthcare system fragmentation, Value-based healthcare investment, CFO role evolution in healthcare, Revenue cycle management, Federal budget allocation healthcare, Healthcare finance advocacy, AI in healthcare finance No No How CFO-Level Finance Helps Restaurants Survive https://podcasts.fame.so/e/x8y7qw58-how-cfo-level-finance-helps-restaurants-survive How CFO-Level Finance Helps Restaurants Survive 288 No No l04r8ky0 In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can move beyond basic bookkeeping to leverage finance as a true competitive advantage, drawing from her experience as a former Hermès Controller, working chef, and decade-long advisor to restaurant and bar owners navigating thin margins, cash flow challenges, and growth decisions. In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can transform their financial function from a back-office necessity into a true front-of-house competitive advantage. Anne brings a rare perspective shaped by more than two decades of experience in corporate accounting and financial leadership, including her time as Controller for the US operations of Hermès, where she led financial reporting and operational oversight for a globally recognized luxury brand.


With a background that bridges high-end corporate finance and hands-on kitchen experience as an accountant turned chef turned accountant, Anne shares how her firm helps restaurant and bar operators gain clarity, control, and confidence in their finances. Currently serving as CEO and Founder of Anne Napolitano Consulting, Anne discusses why so many food and beverage businesses run on gut feel and bank balances instead of real financial data, and what it takes to move from reactive management to proactive, data-driven decision-making.


What You’ll Learn:

  • Why food and beverage operators are making decisions based on gut feel and bank balances instead of real financial data

  • How dashboards and visual reporting replace traditional financial statements for operators without finance backgrounds

  • The three most common financial blind spots in restaurants: payroll percentage, unchecked comps and voids, and cash flow forecasting

  • Why prime cost is the one weekly metric every restaurant owner should obsess over

  • How the timing gap between revenue and expenses creates cash flow crises even when sales look strong

  • When food and beverage businesses need to move from basic accounting to controller-level and FP&A support

  • How finance is evolving from back-office compliance to front-of-house competitive advantage in the food and beverage industry


Learn More About Anne:


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]]> Tue, 02 Jun 2026 10:00:00 +0000 Personiv Personiv 1382 In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can move beyond basic bookkeeping to leverage finance as a true competitive advantage, drawing from her experience as a former Hermès Controller, working chef, and decade-long advisor to restaurant and bar owners navigating thin margins, cash flow challenges, and growth decisions. In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can move beyond basic bookkeeping to leverage finance as a true competitive advantage, drawing from her experience as a former Hermès Controller, working chef, and decade-long advisor to restaurant and bar owners navigating thin margins, cash flow challenges, and growth decisions. Food and beverage finance consulting, restaurant financial management, prime cost for restaurants, cash flow forecasting food and beverage, restaurant operator financial literacy, controller support for restaurants, FP&A for food and beverage, restaurant bookkeeping vs. strategic finance, financial dashboards for restaurant operators, pre-IPO finance leadership, finance as competitive advantage, restaurant profit and loss analysis, restaurant cash flow management, restaurant profitability strategies, restaurant financial planning, restaurant CFO services, financial KPIs for restaurants, strategic finance for restaurant growth, restaurant budgeting and forecasting, food and beverage business finance. No No The CFO as Chief Data Officer https://podcasts.fame.so/e/28xzjxm8-the-cfo-as-chief-data-officer The CFO as Chief Data Officer 287 No No 60mkpj50 In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become the defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-driven organization. In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become one of the most critical responsibilities of the modern CFO. Courtney brings a rare blend of financial rigor and operational instinct, shaped by her time on Sarah Blakely's personal finance team at Spanx and her experience scaling a fast-growing startup from $10M in revenue with nothing but a self-built data lakehouse and a relentless focus on what matters most.

With hands-on expertise spanning accounting, FP&A, systems implementation, and data architecture, Courtney shares how she turned the finance seat into the strategic nerve center of every organization she's led. She unpacks why companies between $10M and $100M in revenue almost never have a chief data officer and why that gap almost always falls to finance to fill. She covers the three pillars of owning the data stack, the biggest pitfalls companies make when building a unified data foundation, and the mindset shift that separates reactive CFOs from those who help their teams see around corners.

What You'll Learn:
  • Why the CFO is uniquely positioned to own the data stack in mid-market companies
  • The three pillars of data ownership every finance leader must master
  • How to build a data lakehouse on a lean budget and drive real-time decisions
  • Why waiting for clean data is the single biggest mistake in finance
  • How finance acts as the universal translator across every department
  • What the CFO role will look like in the next five to ten years


Learn More About Courtney:

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]]> Tue, 26 May 2026 10:00:00 +0000 Personiv Personiv 1573 In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become the defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-driven organization. In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become the defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-driven organization. No No Why AI Still Feels Hard for Finance Teams https://podcasts.fame.so/e/1n2r7xxn-why-ai-still-feels-hard-for-finance-teams Why AI Still Feels Hard for Finance Teams 286 No No 2199nll1 In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is fundamentally an architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implementing finance and accounting systems for some of the world’s largest and most complex organizations. In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is being held back not by the AI models themselves, but by the outdated architecture and fragmented data infrastructure underneath them. Alex brings a unique perspective shaped by over two decades working with organizations of all sizes and sectors to implement and modernize their finance and accounting systems.

With deep experience supporting some of the world's largest and most complex organizations including those reporting to public markets. Alex shares how Aptitude Software has identified a critical gap in the market for a modern, AI-native finance ERP. Currently serving as CEO at Aptitude Software, a global provider of finance technology solutions, Alex discusses why real-time data, auditability, and open AI architecture are becoming the defining competitive advantages for CFOs navigating the era of autonomous finance.


What You'll Learn:
  • Why AI in finance is an architecture problem, not a model problem
  • How traditional ERPs were built for batch processing not real-time intelligence
  • What it truly means to be AI-ready in the office of the CFO
  • Why finance data must be real-time, structured, and fully auditable for AI to work
  • How a new category of finance ERP is emerging alongside operational ERP
  • The most immediate and valuable AI use cases in the finance function today
  • How CFOs must evolve from retrospective stewards to forward-looking strategic operators


Learn more about Alex:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 19 May 2026 10:00:00 +0000 Personiv Personiv 1663 In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is fundamentally an architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implementing finance and accounting systems for some of the world’s largest and most complex organizations. In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is fundamentally an architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implementing finance and accounting systems for some of the world’s largest and most complex organizations. AI-ready finance architecture, Finance ERP vs operational ERP, Real-time finance data, Autonomous finance, CFO AI strategy, Continuous accounting, Finance data governance, AI explainability in finance, Finance transformation modernization, Zero-day close, AI-native finance platform, Strategic CFO evolution No No The Rise of AI-Driven Finance Teams https://podcasts.fame.so/e/v85j72ln-the-rise-of-ai-driven-finance-teams The Rise of AI-Driven Finance Teams 285 No No 81q35271 In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College. In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are fundamentally transforming accounts receivable and the broader finance function. Jared brings a unique perspective shaped by his background in credit and hedge funds as a CFA charterholder, his entrepreneurial journey into fintech, and his role teaching the next generation of finance leaders at Babson College.

With deep experience underwriting accounts receivable portfolios and building AI-powered financial platforms, Jared shares how Daylit has evolved from an AI factoring and credit company into the leading AI agents platform for accounts receivable, having recently raised $110M in equity and debt funding. He unpacks why finance teams are currently caught in a "triple spend" trap, why the future belongs to teams that move from operators to architects, and how headless finance is no longer a distant concept.


What You’ll Learn:
  • Why finance teams are stuck in a triple spend trap when adopting AI
  • How AI agents are elevating finance professionals from operators to architects
  • The concept of headless finance and what it means for the CFO suite
  • Why becoming fluent in AI matters more than buying the latest enterprise tool
  • How Daylit reduces accounts receivable costs by up to 75%
  • What the CFO function could look like in three to five years


Learn More About Jared:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 12 May 2026 10:00:00 +0000 Personiv Personiv 1770 In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College. In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College. AI agents for accounts receivable, CFO AI fluency, headless finance, triple spend AI adoption, finance team transformation, operators to architects, accounts receivable automation, CFO cost center to value driver, AI-native finance stack, DSO reduction with AI, finance AI misconceptions, future of CFO role No No AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right) https://podcasts.fame.so/e/vn5j75l8-ai-adoption-in-finance-what-cfos-get-wrong-and-how-to-do-it-right AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right) 284 No No 80q35q70 In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the topic mainstream. In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance teams actually looks like, where the greatest value is being unlocked, and how leaders can move from early experimentation to meaningful transformation. Ashok brings a uniquely hands-on perspective, having worked closely with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and drive productivity through AI.

With experience spanning mid-sized to large enterprises and a background that predates the ChatGPT era of AI in finance, Ashok shares how organizational readiness, change management, and domain expertise are often more decisive than the technology itself. Currently serving as CFO and Chief Finance AI Officer at ChatFin, he helps organizations bridge the gap between AI excitement and sustainable, high-ROI implementation, challenging conventional thinking on process cleanup, build-vs-buy decisions, and the future skills that will define the finance function.


What You’ll Learn:
  • Why change management matters more than technology in AI adoption
  • How to identify the highest-ROI use cases in finance vs. the obvious ones
  • Why broken processes may not need to be fixed before deploying AI
  • How mid-sized companies can move faster on AI without overspending
  • What slows down large enterprises and how an AI champion changes that
  • Why domain knowledge not AI fluency will be the ultimate differentiator


Learn More About Ashok:


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]]> Tue, 05 May 2026 10:00:00 +0000 Personiv Personiv 1845 In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the topic mainstream. In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the topic mainstream. AI adoption in finance, CFO AI transformation, Finance automation ROI, AI change management, Mid-market finance AI, Build vs. buy AI tools, Finance AI governance, CFO AI champion, Domain knowledge finance, FP&A automation, AI-enabled finance teams, Future CFO skills No No Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze https://podcasts.fame.so/e/489m35z8-beyond-the-spreadsheet-why-finance-leaders-must-translate-not-just-analyze Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze 0 No No v17r28k0 In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand. In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore what it truly means to be a finance generalist in a world that often rewards specialization. Derek brings a grounded and practical perspective built across a diverse career that spans FP&A, strategy, supply planning, performance marketing, and even career coaching, with experience at companies including Honeywell, PepsiCo, and Rad Power Bikes.

With an MBA from Northwestern’s Kellogg School of Management and a foundational start as a cost accountant walking the shop floor of a manufacturing plant, Derek shares how stepping outside of traditional finance roles early in his career shaped the way he sees business, builds partnerships, and drives impact. Currently serving as Vice President of FP&A at Pura Vida, a purpose-driven lifestyle brand and certified B Corp, Derek discusses how finance leaders can thrive as generalists inside highly specialized organizations, and why connecting the dots across teams is fast becoming one of the most valuable skills in the function.


What You’ll Learn:
  • How early shop floor experience shaped Derek’s finance generalist mindset
  • Why an MBA from Kellogg broadened his perspective beyond traditional finance
  • What being a finance generalist actually looks like in day-to-day work
  • How finance leaders can earn credibility to influence decisions across the business
  • The “co-pilot” role of finance in guiding the organizational strategy
  • The precision vs. accuracy lesson and how it applies to demand planning and forecasting
  • Why AI is both the most exciting and most concerning development in finance today
  • How to leverage AI without outsourcing critical thinking


Learn More About Derek:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 Apr 2026 10:00:00 +0000 Personiv Personiv 1757 In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand. In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand. Finance generalist vs. specialist, FP&A career development, Cross-functional finance leadership, Demand planning and forecasting, Finance business partnering, AI in finance, Critical thinking in FP&A, Finance career coaching, Precision vs. accuracy in forecasting, Consumer brand finance leadership, Finance co-pilot role, Lifelong learning in finance No No Greatest Hits: Financial Planning 101 for College Students with Stephen Heath https://podcasts.fame.so/e/v85j472n-greatest-hits-financial-planning-101-for-college-students-with-stephen-heath Greatest Hits: Financial Planning 101 for College Students with Stephen Heath 0 No No 81q3x521 In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated. This is a Greatest Hits re-release of one of our most beloved CFO Weekly episodes. Stephen Heath’s conversation on financial empowerment for college students struck a chord with listeners when it first aired and the lessons are just as essential today. From debunking myths about accounting to exposing the real cost of financial missteps in college, this episode is a timeless guide for students, educators, and finance leaders alike. If you missed it the first time, now’s your chance. If you loved it then, welcome back.

Stephen Heath, a full-time Accounting Professor at the College of San Mateo (CSM), joins Megan Weis on this episode of CFO Weekly to share why financial literacy is one of the most overlooked yet critical skills for college students. Stephen is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of experience in accounting. Before teaching full-time at CSM, he served as a director at the Berkeley Research Group for nearly a decade.

In this fan-favorite episode, Stephen shares why financial empowerment matters beyond the classroom, how students can position themselves for meaningful careers, and what practical steps every young adult can take to avoid the financial pitfalls that set so many back by a decade or more.


What You’ll Learn:
  • Why financial literacy is a missing pillar of college education
  • How community college students can break into accounting and finance careers
  • The real financial mistakes that cost students ten to fifteen years of recovery time
  • How to build pathways to meaningful employment through internships and mentorship
  • Why self-discipline, not secret strategies is the foundation of personal finance
  • What resources students can use to develop financial skills outside the classroom


Learn More About Stephen:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 21 Apr 2026 10:00:00 +0000 Personiv Personiv 2727 In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated. In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated. Financial planning for college students, College student financial literacy, Personal finance education, Community college accounting careers, Student financial empowerment, CFO Weekly greatest hits, Stephen Heath financial planning, Student debt and credit card mistakes, College-to-career pathway, Financial self-discipline, Internships and mentorship for students, Accounting professor personal finance No No How to Become a CFO: The Real Career Path, Skills & Decisions That Matter https://podcasts.fame.so/e/1n33j0mn-how-to-become-a-cfo-the-real-career-path-skills-decisions-that-matter How to Become a CFO: The Real Career Path, Skills & Decisions That Matter 282 No No m1jpqk21 In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty shaped his journey to finance executive leadership. In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore what it truly takes to grow into a CFO role, from building breadth through rotational programs to navigating career pivots across vastly different organizations. David brings a grounded, experience-driven perspective shaped by roles at GE Capital, Amazon, Framebridge, and high-growth SaaS companies, ultimately stepping into the CFO seat at SuccessKPI, an AI-driven platform helping organizations transform customer experience through data and automation.


With a career defined by intentional learning, cross-functional curiosity, and a willingness to embrace uncertainty, David shares how exposure to diverse environments both large enterprises and scrappy startups, built the judgment and perspective needed to lead at the executive level. Currently serving as CFO at SuccessKPI, he offers candid advice for aspiring finance leaders on what accelerates the path to the CFO role and what common missteps to avoid.


What You’ll Learn:
  • How early rotational programs can create a compounding career advantage
  • Why breadth of experience matters more than deep specialization for CFO readiness
  • How working at large enterprises versus high-growth startups prepares leaders differently
  • Why technical finance skills alone are not enough to reach the CFO level
  • The role of cross-functional partnership in executive-level decision-making
  • How to know when you’re ready to step into the CFO seat


Learn More About David:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Apr 2026 07:00:00 +0000 Personiv Personiv 1102 In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty shaped his journey to finance executive leadership. In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty shaped his journey to finance executive leadership. CFO career path, Finance leadership development, Rotational finance programs, Cross-functional finance leadership, CFO readiness, Large enterprise vs. startup finance, Finance executive mentorship, Breadth vs. specialization in finance, Decision-making under uncertainty, Aspiring CFO skills, Finance career pivots, Strategic finance leadership No No IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public https://podcasts.fame.so/e/08jyq79n-ipo-readiness-for-cfos-processes-controls-strategy-for-going-public IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public 281 No No 41pqxw80 In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation from a Flex subsidiary into a publicly traded solar energy company. In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO - from building rigorous financial processes and internal controls to developing the operational discipline required to operate as a public company. Nacho brings more than twenty-five years of finance leadership experience spanning accounting, financial planning, investor relations, and compliance, and previously served as CFO of Nextracker during a critical phase of growth and public market readiness.

With an unconventional path that began in engineering and wound through private equity, utility companies, and global manufacturing, Nacho shares how a process-first mindset, implemented years before any IPO was on the horizon, ultimately positioned Nextracker for a successful public market debut. Currently serving as Senior Vice President of Finance at Nextpower, Nacho offers a grounded, practitioner’s perspective on the discipline, systems, and storytelling capabilities finance leaders need to scale companies from startup to public stage.

What You’ll Learn:
  • Why building financial processes three to four years before an IPO is critical for success
  • How Nextracker accidentally became IPO-ready by focusing on operational excellence
  • The two most important finance processes to transform before going public
  • How to build a control environment that satisfies PCAOB audit requirements
  • Why an ERP is a company-wide business system, not just a bookkeeping tool
  • How the CFO role has evolved from numbers provider to strategic business partner


Learn more about Ignacio:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 07 Apr 2026 10:00:00 +0000 Personiv Personiv 1752 In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation from a Flex subsidiary into a publicly traded solar energy company. In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation from a Flex subsidiary into a publicly traded solar energy company. IPO readiness for CFOs, how to prepare for an IPO, pre-IPO financial processes, internal controls for public companies, PCAOB audit requirements, ERP implementation for finance teams, CFO role in IPO, investor relations strategy for IPO, financial reporting for public companies, CFO leadership in AI era No No Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant https://podcasts.fame.so/e/v85j4z1n-greatest-hits-how-one-finance-leader-transformed-multiple-industries-with-angie-paglinawan-finance-accounting-consultant Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant 0 No No 81q3xkw1 In this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership. This episode is a masterclass in standardization, automation, and the evolving role of the CFO as a storyteller and change driver. In this “Greatest Hits” episode of CFO Weekly, Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders.

Angie is a solutions-driven finance leader and financial project professional with over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction industries. She specializes in driving financial processes, executing transformation projects, and implementing strategic system improvements.

What You’ll Learn:
  • How to transition from traditional accounting roles to strategic finance leadership
  • Why standardization and automation are crucial for enabling finance teams to focus on strategic initiatives rather than routine tasks
  • The evolution of the CFO role into a storyteller who must communicate financial insights differently across various stakeholders
  • How to leverage AI and automation to free up finance teams for more strategic work while maintaining data accuracy
  • Why cross-training teams and standardizing processes are essential for maintaining agility in fast-paced environments


Learn more about Angie

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]]> Tue, 31 Mar 2026 10:00:00 +0000 Personiv Personiv 2141 In this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership. This episode is a masterclass in standardization, automation, and the evolving role of the CFO as a storyteller and change driver. In this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership. This episode is a masterclass in standardization, automation, and the evolving role of the CFO as a storyteller and change driver. Angie Paglinawan, ORDs, financial transformation, CFO leadership, finance automation, middle market finance, strategic finance leadership, cross-functional teams, data standardization, change management, financial process improvement No No Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association https://podcasts.fame.so/e/q80v4048-building-learning-cultures-in-finance-with-jessica-mcclain-cfo-at-american-staffing-association Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association 0 No No p0knm6m1 In this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intelligence, and team development. Jessica’s insights offer a timeless guide for navigating technological disruption and mastering the strategic agility required of the modern finance professional. In this "Greatest Hits" episode of CFO Weekly, we revisit a standout conversation with Jessica McClain, a leader who has mastered the art of evolving from public accounting to high-impact executive strategy. At the time of this recording, Jessica served as the CFO of Girl Scouts Nation's Capital, where she steered the financial strategy for the country’s largest council, overseeing everything from the iconic cookie program to complex property management. Her trajectory has only climbed since; she now serves as the CFO of the American Staffing Association, continuing her legacy of excellence and strategic transformation in the professional association space.

Jessica’s insights are more relevant than ever, reflecting the same expertise that earned her titles such as the 2023 Nonprofit CFO of the Year and a 2024 Rising Star by the CFO Leadership Council. In this retrospective, she joins Megan Weis to explore why continuous learning is the bedrock of modern financial leadership and how she successfully navigated a decade in public accounting into the C-suite of mission-driven organizations. This episode serves as a masterclass for any finance professional looking to balance technical rigor with visionary leadership.

What You'll Learn:
  • Why emotional intelligence is becoming the defining skill for modern CFOs
  • How to foster a culture of continuous learning within finance teams
  • The evolution from technical accounting to strategic storytelling
  • Practical strategies for staying ahead of technological disruption
  • Building communication skills that translate complex financial data into actionable insights


Learn more about Jessica:


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]]> Tue, 24 Mar 2026 10:00:00 +0000 Personiv Personiv 1656 In this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intelligence, and team development. Jessica’s insights offer a timeless guide for navigating technological disruption and mastering the strategic agility required of the modern finance professional. In this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intelligence, and team development. Jessica’s insights offer a timeless guide for navigating technological disruption and mastering the strategic agility required of the modern finance professional. CFO continuous learning, emotional intelligence in finance, financial leadership development, nonprofit financial management, professional development for CFOs, communication skills for finance leaders, AI impact on accounting profession, strategic financial storytelling No No Greatest Hits: AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack https://podcasts.fame.so/e/xn125jk8-ai-powered-vendor-management-and-how-cfos-streamline-operations-with-sara-wyman-ceo-founder-at-stackpack Greatest Hits: AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack 0 No No 703rn3m1 In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies. In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic oversight. Sara brings extensive experience as a former VP of Strategic Partnerships at Affirm Inc. and VP of Enterprise Sales, where she witnessed firsthand the chaos of managing hundreds of vendors without proper systems at high-growth companies.


With her deep background in fintech and vendor relationship management, Sara shares how finance teams can leverage AI to automate contract term extraction, implement proactive risk alerts, and build comprehensive vendor management systems. Currently serving as CEO of Stackpack, Sara oversees the development of AI-native solutions that help companies transition from manual spreadsheet-based vendor tracking to automated, scalable systems starting at just $99 per month.


What You'll Learn:
  • Why CFOs must take a proactive role in vendor management beyond traditional cost oversight
  • How AI can automate contract term extraction with 100% accuracy in minutes versus weeks
  • The critical metrics CFOs should track for effective vendor performance evaluation
  • Strategies for implementing real-time risk alerts and renewal notifications
  • How robust vendor management systems impact investor confidence and operational efficiency
  • The future of AI in vendor discovery, evaluation, and strategic alignment


Learn more about Sara:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 17 Mar 2026 10:00:00 +0000 Personiv Personiv 1660 In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies. In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies. Ai, Stackpack, Sara Wyman, AI-powered vendor management, Contract term extraction automation, Vendor risk alerts, Financial forecasting automation, CFO strategic partnerships, Vendor compliance monitoring, AI contract management tools, Finance operations optimization, Vendor relationship optimization, Modern CFO responsibilities, SaaS vendor management, Financial systems automation, cfo, future of finance, greatest hits No No Greatest Hits: Secrets of a Tech-Savvy CFO with Aaron Levine https://podcasts.fame.so/e/xny7vkpn-greatest-hits-secrets-of-a-tech-savvy-cfo-with-aaron-levine Greatest Hits: Secrets of a Tech-Savvy CFO with Aaron Levine 0 No No l14r6zj1 In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is built for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams.

Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more.

In this episode, we discuss:
  • The importance of technology integration to improve decision-making
  • How Prophix's technology impacts decision-making and collaboration within finance teams
  • The growing demand for tech-savvy finance professionals
  • What skills future financial leaders must possess to succeed


Learn more about Aaron:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 10 Mar 2026 10:00:00 +0000 Personiv Personiv 1667 In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is built for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is built for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. Aaron Levine, CFO leadership, CFO technology, Financial technology, Data-driven finance, Finance team efficiency, Technology for CFOs, Financial data integration, Technology adoption in finance, Corporate finance technology trends, modern CFO role, finance transformation, AI in finance, finance automation tools, strategic finance leadership, digital transformation in finance, finance analytics, CFO strategy and operations, financial planning technology, finance innovation strategies No No Agentic AI and the Future of the Deterministic CFO with Patrick Villanova, CFO at BlackLine https://podcasts.fame.so/e/6nr722m8-agentic-ai-future-deterministic-cfo-patrick-villanova-blackline Agentic AI and the Future of the Deterministic CFO with Patrick Villanova, CFO at BlackLine 280 No No 815r77y0 In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to explore how agentic AI is shifting the office of the CFO from binary, "yes/no" automation to autonomous decision-making. Drawing from a decade of leadership at BlackLine and deep experience in SEC reporting, Patrick discusses the critical need for "deterministic" AI, systems where perfection is the only allowable outcome and how these agents act as a strategic "fifth person in the room". He shares why the future of finance belongs to "data-savvy" professionals who embrace technology to transition from manual doers to high-impact reviewers. In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to discuss the shift from binary automation to agentic AI in the office of the CFO. With over a decade at BlackLine and a background in big four accounting, Patrick explores how AI agents are moving beyond creative tasks to handle complex, transactional decision-making in highly regulated environments.

Patrick shares insights on why the "deterministic" nature of financial reporting requires a different approach to AI, one where perfection is the only allowable outcome. He explains how finance leaders can transition from "doers" to "reviewers," the evolving skill sets required for the next generation of accountants, and why embracing technology is the only way to avoid becoming a "dinosaur" in the modern era.


What You'll Learn:
  • The fundamental difference between binary automation and agentic AI.
  • Why the office of the CFO requires deterministic AI rather than probabilistic models.
  • How AI agents act as the "fifth invisible person" in the room for forecasting and risk management.
  • The shifting recruitment landscape: why "data savvy" is as important as "accounting savvy."
  • Strategies for building a culture that embraces AI as a career-accelerator rather than a threat.
  • How to maintain strict governance and auditability while deploying autonomous agents.


Learn More About Patrick:

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]]> Tue, 03 Mar 2026 10:00:00 +0000 Personiv Personiv 2183 In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to explore how agentic AI is shifting the office of the CFO from binary, "yes/no" automation to autonomous decision-making. Drawing from a decade of leadership at BlackLine and deep experience in SEC reporting, Patrick discusses the critical need for "deterministic" AI, systems where perfection is the only allowable outcome and how these agents act as a strategic "fifth person in the room". He shares why the future of finance belongs to "data-savvy" professionals who embrace technology to transition from manual doers to high-impact reviewers. In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to explore how agentic AI is shifting the office of the CFO from binary, "yes/no" automation to autonomous decision-making. Drawing from a decade of leadership at BlackLine and deep experience in SEC reporting, Patrick discusses the critical need for "deterministic" AI, systems where perfection is the only allowable outcome and how these agents act as a strategic "fifth person in the room". He shares why the future of finance belongs to "data-savvy" professionals who embrace technology to transition from manual doers to high-impact reviewers. Agentic AI in Finance, Deterministic vs Probabilistic AI, Office of the CFO Transformation, BlackLine Financial Close, AI Governance and Auditability, Future of Accounting Careers, Automated Cash Application, Data-Savvy Finance Leadership, Real-Time Financial Reporting, Continuous Accounting, Finance Automation Strategy, ERP Modernization, Digital Finance Transformation, AI in Accounts Payable, Predictive Financial Planning, Risk Management in the Age of AI, Finance Tech Stack Optimization, Strategic Finance Business Partnering No No Automated, Insightful, and Connected: The Future of Finance with Hari Sankar, SVP of Applications Development at Oracle https://podcasts.fame.so/e/2n6q53k8-automated-insightful-connected-future-finance-hari-sankar-oracle Automated, Insightful, and Connected: The Future of Finance with Hari Sankar, SVP of Applications Development at Oracle 279 No No j02rpx60 In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are transforming finance from a reactive, manual function into an automated, insightful, and connected strategic force, drawing from his fifteen-year journey at the intersection of finance and technology and Oracle’s mission to embed AI directly into core finance platforms. In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are fundamentally transforming the finance function. Hari brings over thirty years of experience driving enterprise transformation and is at the forefront of integrating AI into finance functions, having led Oracle’s journey with AI-powered finance tools.

With a career shaped by a pivotal insight from an MBA classmate over dinner, that finance had a substantial unmet need for analytics and planning software, Hari has spent fifteen years championing the cause of CFOs burdened by manual processes and disconnected systems. Now at Oracle, he oversees AI-powered solutions embedded directly into core finance platforms, helping organizations move from reactive scorekeeping to predictive, agentic operations.

What You'll Learn:
  • Why finance has historically lagged in technology adoption and what is changing now
  • The two biggest automation and prediction opportunities in finance today
  • How AI is shifting the CFO role from governance and compliance to strategic advisory
  • Why embedding AI inside systems of record matters more than layering it on top
  • Real-world customer examples of AI-driven finance transformation across industries
  • How CFOs should approach the transition to AI with a phased roadmap and agentic mindset


Learn more about Hari:
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]]> Tue, 24 Feb 2026 10:00:00 +0000 Personiv Personiv 1940 In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are transforming finance from a reactive, manual function into an automated, insightful, and connected strategic force, drawing from his fifteen-year journey at the intersection of finance and technology and Oracle’s mission to embed AI directly into core finance platforms. In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are transforming finance from a reactive, manual function into an automated, insightful, and connected strategic force, drawing from his fifteen-year journey at the intersection of finance and technology and Oracle’s mission to embed AI directly into core finance platforms. AI-powered finance transformation, CFO strategic advisory role, Finance automation and prediction, Agentic AI in finance, FP&A modernization, Oracle finance applications, Predictive cash forecasting, AI embedded in systems of record, Cross-functional finance leadership, Finance digital transformation, CFO organizational readiness for AI, Reactive to predictive finance No No Greatest Hits: Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited https://podcasts.fame.so/e/1n2r51qn-why-every-entrepreneur-needs-a-fractional-cfo-with-sara-daw-ceo-of-the-cfo-centre-group-limited Greatest Hits: Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited 0 No No 21993p51 In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership.

Sara is a distinguished Chartered Accountant and co-founder of the CFO Center and Liberti Group, pioneering the fractional CFO model globally. With over two decades of experience transforming entrepreneurial businesses, she has grown the CFO Center to operate across 17 countries with 800 CFOs. Having started her career at Deloitte and holding an MBA, Sara revolutionized the part-time CFO concept in the early 2000s, developing it from a personal solution for work-life integration into a global business model.


What You’ll Learn:
  • How fractional CFO services enable growing businesses to access high-level financial expertise without the cost of a full-time executive
  • Why the $2-3 million revenue mark is the optimal time for businesses to consider bringing on a fractional CFO
  • How to transition from traditional CFO roles to fractional work
  • Why culture fit matters more than industry expertise when matching fractional CFOs with clients
  • How the fractional model helps executives achieve better work-life integration while maintaining career growth


Learn more about Sara

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]]> Tue, 17 Feb 2026 10:00:00 +0000 Personiv Personiv 2328 In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. Fractional CFO, Entrepreneurial business growth, CFO Center, Financial leadership, Work-life integration, Business scaling, Financial strategy, Part-time CFO, Entrepreneur finance solutions, outsourced CFO services, fractional CFO for startups, virtual CFO services, CFO services for SaaS companies, strategic planning consulting, business analytics services, risk management strategy, leadership skills development, financial modelling techniques, business intelligence solutions No No The Evolving CFO-CEO Partnership with Todd McElhatton, COO and CFO at Zuora https://podcasts.fame.so/e/pnllk75n-evolving-cfo-ceo-partnership-todd-mcelhatton-zuora The Evolving CFO-CEO Partnership with Todd McElhatton, COO and CFO at Zuora 278 No No x0l698k0 In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting history to engineering outcomes, drawing from his three decades of experience leading finance and operations at SAP, Oracle, VMware, HP, and his role guiding Zuora through its $1.7 billion acquisition by Silver Lake and GIC. In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting what happened to engineering what will happen. Todd brings a rare dual-lens perspective shaped by more than three decades leading global finance and operating organizations at companies like SAP, Oracle, VMware, and Hewlett Packard.

With deep experience spanning public companies, private equity transitions, and M&A, Todd shares how modern CFOs must move beyond spreadsheets to become true business partners who understand operational levers, drive cross-functional outcomes, and help architect company strategy. Currently serving as Chief Operating and Chief Financial Officer at Zuora, where he oversees finance, operations, M&A, IT, legal, HR, and strategic partnerships, Todd played a key role in guiding the company through its $1.7 billion acquisition by Silver Lake and GIC, navigating the transition to private ownership while maintaining strategic clarity and execution speed.

What You'll Learn:
  • How the CFO role has shifted from reporting history to engineering outcomes
  • Why understanding operational levers matters more than spreadsheet mastery
  • The importance of end-to-end visibility in building CEO-CFO partnership
  • How CFOs can develop business acumen beyond traditional finance skills
  • Why radical transparency accelerates decision-making and builds trust
  • What CEOs should expect from finance leaders who aspire to be true partners


Learn more about Todd:


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]]> Tue, 10 Feb 2026 10:00:00 +0000 Personiv Personiv 1475 In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting history to engineering outcomes, drawing from his three decades of experience leading finance and operations at SAP, Oracle, VMware, HP, and his role guiding Zuora through its $1.7 billion acquisition by Silver Lake and GIC. In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting history to engineering outcomes, drawing from his three decades of experience leading finance and operations at SAP, Oracle, VMware, HP, and his role guiding Zuora through its $1.7 billion acquisition by Silver Lake and GIC. CFO leadership, CFO CEO partnership, strategic CFO, operating CFO, finance transformation, finance leadership 2026, AI in finance, CFO strategy, financial decision making, real time financial data, finance agility, private equity finance, subscription business models, revenue recognition, pricing strategy finance, financial planning and analysis, corporate finance strategy, finance operating model, board level finance, finance leadership skills, CFO-CEO partnership evolution, strategic finance leadership, operating CFO capabilities, business model transformation finance, real-time financial visibility, CFO business acumen development, finance and operations integration, outcome-focused CFO, cross-functional finance leadership, CFO to CEO transition, radical transparency in finance, agile finance infrastructure No No From Finance Specialist to AI-Enabled Generalist with Chris Garber, CFO at Guild https://podcasts.fame.so/e/xn1296x8-from-finance-specialist-to-ai-enabled-generalist-with-chris-garber-cfo-at-guild From Finance Specialist to AI-Enabled Generalist with Chris Garber, CFO at Guild 277 No No 703r87j1 In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI and automation are transforming finance leadership from technical specialists to cross-functional business generalists, drawing from his experience leading diverse teams across FP&A, analytics, sales ops, IT, and his fifteen-year journey with a transformational mentor who consistently pushed him into new functional areas to drive company impact. In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI is reshaping the CFO role from technical specialist to cross-functional business generalist. Chris brings a unique perspective shaped by fifteen years working with a transformational mentor across multiple companies, leading diverse functions from FP&A and analytics to sales operations, IT, and workplace experience.

With deep experience across SaaS, public companies, IPOs, and large-scale business transformation at Guild, LiveRamp, and Acxiom, Chris shares how AI and automation are accelerating the shift away from traditional finance specializations toward more versatile, business-minded leaders. Currently serving as CFO at Guild, a company transforming workforces for Fortune 1,000 companies, Chris discusses why the future belongs to finance leaders who can move from being scorekeepers to coaches, from producing numbers to telling strategic stories, and from managing teams to driving cross-functional impact.


What You'll Learn:
  • Why traditional finance specializations are breaking down in the AI era
  • How AI is enabling finance leaders to shift from scorekeeping to coaching
  • The importance of experimentation and hands-on AI learning for CFOs
  • Why cross-functional experience matters more than ever for finance leadership
  • How to build finance teams focused on scope of impact over scope of responsibility
  • The skills future CFOs need beyond traditional finance credentials


Learn more about Chris:


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]]> Tue, 03 Feb 2026 10:00:00 +0000 Personiv Personiv 1701 In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI and automation are transforming finance leadership from technical specialists to cross-functional business generalists, drawing from his experience leading diverse teams across FP&A, analytics, sales ops, IT, and his fifteen-year journey with a transformational mentor who consistently pushed him into new functional areas to drive company impact. In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI and automation are transforming finance leadership from technical specialists to cross-functional business generalists, drawing from his experience leading diverse teams across FP&A, analytics, sales ops, IT, and his fifteen-year journey with a transformational mentor who consistently pushed him into new functional areas to drive company impact. AI-enabled finance leadership, CFO generalist vs specialist, finance automation and AI, cross-functional finance leadership, strategic CFO transformation, FP&A coaching mindset, AI experimentation in finance, future of finance teams, finance business partnership, scope of impact vs responsibility, player-coach finance leadership, strategic storytelling for CFOs No No The Venture-Backed CFO: Mastering Boardroom Influence with Mark Dempster, Partner at Founders Circle Capital https://podcasts.fame.so/e/489m9r18-building-leadership-through-community-with-mark-dempster-founder-chief-people-officer-at-founder-circle-capital The Venture-Backed CFO: Mastering Boardroom Influence with Mark Dempster, Partner at Founders Circle Capital 276 No No v17rlpx0 In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at The Circle by Founders Circle Capital, joins Megan Weis to explore how peer community has become essential infrastructure for CFOs navigating pre-IPO pressure, drawing from his experience building The Circle, a private leadership community serving 350 venture-backed CFOs, and his background as the first non-investor role at Sequoia Capital. In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at  The Circle by Founders Circle Capital , joins Megan Weis to explore how peer community has become essential infrastructure for CFOs navigating the intense pressure of pre-IPO growth. Mark brings a rare perspective shaped by decades at the intersection of leadership, brand, and venture capital, having previously served as the marketing partner at Sequoia Capital where he was among the first to create this role at a venture capital firm.


With his deep background in brand strategy and relationship management, Mark shares how The Circle, a private leadership community for CXOs, has evolved from accidental dinner conversations into a structured peer-to-peer environment where finance leaders can be vulnerable, process uncertainty, and build the confidence needed to scale themselves and their companies. Currently serving as Founder & Chief People Officer at The Circle by Founders Circle Capital, Mark oversees leadership services for the firm's CXO community, driving vision and culture internally while supporting CFOs through one of the most scrutinized phases of their careers.


What You'll Learn:
  • Why CFOs in the IPO tractor beam face constant reinterviewing by their boards
  • How vulnerability and peer support combat the isolation inherent in the CFO role
  • The critical shift from individual contributor to leader and storyteller
  • Why the CFO role has the highest unfilled recruiting rate in venture capital
  • How community infrastructure helps CFOs avoid replacement at the IPO threshold
  • The power of lived experience over data alone in high-stakes decision-making


Learn more about Mark:


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]]> Tue, 27 Jan 2026 10:00:00 +0000 Personiv Personiv 1793 In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at The Circle by Founders Circle Capital, joins Megan Weis to explore how peer community has become essential infrastructure for CFOs navigating pre-IPO pressure, drawing from his experience building The Circle, a private leadership community serving 350 venture-backed CFOs, and his background as the first non-investor role at Sequoia Capital. In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at The Circle by Founders Circle Capital, joins Megan Weis to explore how peer community has become essential infrastructure for CFOs navigating pre-IPO pressure, drawing from his experience building The Circle, a private leadership community serving 350 venture-backed CFOs, and his background as the first non-investor role at Sequoia Capital. Modern CFO leadership, CFO peer community & networks, Pre-IPO finance readiness, Venture-backed CFO challenges, CFO isolation & executive resilience, Board-level financial storytelling, CFO confidence & executive presence, AI-enabled finance leadership, Strategic finance transformation, IPO-ready CFO capabilities, CFO replacement & succession risk, Data-driven decision making, Predictive forecasting & scenario planning, Finance automation & AI adoption, CFO scrutiny & board accountability, Peer-to-peer CFO support, Finance executive development, CFO role evolution, Leadership community infrastructure, High-growth company CFO mindset No No The New CFO’s First 100 Days Playbook with Kevin Appleby, COO at GrowCFO https://podcasts.fame.so/e/r8klwpwn-new-finance-leaders-navigate-transition-build-confidence-kevin-appleby-growcfo The New CFO’s First 100 Days Playbook with Kevin Appleby, COO at GrowCFO 275 No No 71wj4l40 In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership. In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days in the role. Kevin brings extensive experience mentoring finance leaders through one of the most challenging career transitions, drawing from his years supporting aspiring and newly appointed CFOs as they shift from technical finance roles to strategic enterprise leadership.

With his deep background in management consulting and finance education, Kevin shares how new CFOs can overcome imposter syndrome, build effective peer networks, and establish credibility while managing the overwhelming demands of business-as-usual operations. Currently serving as Head of Partnerships at GrowCFO, Kevin oversees programs that help finance professionals develop the strategic thinking, leadership presence, and operational expertise needed to thrive in the CFO seat.


What You'll Learn:
  • Why the transition from finance director to CFO represents such a significant cultural shift
  • How to structure your first hundred days for maximum impact and credibility
  • Strategies for overcoming imposter syndrome and building genuine confidence
  • The importance of peer networks and mentorship for isolated finance leaders
  • How to balance strategic planning with immediate operational demands
  • Why filling the "blank sheet of paper" on team culture matters from day one


Learn more about Evan:
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]]> Tue, 20 Jan 2026 10:00:00 +0000 Personiv Personiv 1826 In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership. In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership. First 100 days CFO, New CFO transition, CFO imposter syndrome, Finance leadership development, CFO mentorship programs, Strategic finance leadership, CFO peer networks, Finance career advancement, CFO confidence building, Modern CFO challenges, Executive finance roles, CFO onboarding strategy, CFO success, Finance strategy, CFO insights, Leadership in finance, CFO growth, Finance leadership tips, CFO best practices, Executive finance guidance No No The CFO & CIO Blueprint for ERP Implementation with Evan J. Schwartz, CIO at AMCS Group https://podcasts.fame.so/e/xny79zqn-cfo-guide-erp-success-evan-j-schwartz-cio-at-amcs The CFO & CIO Blueprint for ERP Implementation with Evan J. Schwartz, CIO at AMCS Group 274 No No l14rmx81 In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can avoid the Gartner-cited 70% ERP failure rate through strategic vision setting, vendor partnerships, and proactive change management, drawing from his 30+ years of experience driving digital transformation across resource-intensive industries and his Amazon best-selling book on ERP implementation. In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can transform ERP implementations from high-risk projects into strategic competitive advantages. Evan brings more than three decades of experience driving large-scale digital transformation across resource-intensive industries, having held roles spanning Chief Innovation Officer, CTO, and Chief Enterprise Architect.


With his extensive background in ERP modernization and firsthand experience with both spectacular successes and painful failures, Evan shares how finance leaders can avoid the Gartner-cited 70% failure rate through strategic vision setting, robust vendor partnerships, and proactive change management. Currently serving as Chief Innovation Officer at AMCS Group, Evan oversees the development of AI-native platforms that help companies transition from legacy systems to scalable, interconnected solutions. He is also the author of the Amazon best-selling book, People, Places, and Things, a practical framework for achieving ERP success without costly overruns or failed deployments.


What You'll Learn:
  • Why most ERP transformations fail to deliver ROI and how to avoid common pitfalls
  • How to build a compelling vision statement that drives project success
  • The critical importance of vendor relationships over software features
  • Strategies for effective organizational change management during digital transformation
  • How to define and track meaningful ROI beyond traditional cost savings
  • The future of AI-powered interoperability and agentic workflows in finance operations


Learn more about Evan:

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]]> Tue, 13 Jan 2026 10:00:00 +0000 Personiv Personiv 2973 In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can avoid the Gartner-cited 70% ERP failure rate through strategic vision setting, vendor partnerships, and proactive change management, drawing from his 30+ years of experience driving digital transformation across resource-intensive industries and his Amazon best-selling book on ERP implementation. In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can avoid the Gartner-cited 70% ERP failure rate through strategic vision setting, vendor partnerships, and proactive change management, drawing from his 30+ years of experience driving digital transformation across resource-intensive industries and his Amazon best-selling book on ERP implementation. CFO and CIO alignment, CFO CIO partnership, Finance IT collaboration, CFO CIO strategy, Digital transformation leadership, ERP leadership alignment, Finance technology strategy, IT finance governance, CFO CIO decision-making, Enterprise transformation leaders, Finance systems modernization, Technology investment strategy, CFO CIO operating model, Data-driven leadership, Cloud ERP leadership, AI finance leadership, Transformation governance, Business technology alignment, Finance IT roadmap, Executive tech collaboration, ERP transformation strategy, Digital transformation CFO, ERP implementation best practices, Organizational change management, Vendor relationship management, ERP ROI measurement, AI-powered finance operations, Legacy system modernization, Project governance frameworks, Future-ready CFO capabilities, Enterprise architecture planning, Finance technology leadership, Cloud ERP adoption, Generative AI integration, Hyperautomation, Real-time analytics, Composable ERP, Low-code/no-code platforms, Blockchain in finance, Embedded finance, Cybersecurity & compliance tech, Predictive financial forecasting No No Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk https://podcasts.fame.so/e/x8y79xq8-operational-finance-and-how-cfos-drive-performance-with-devin-weil-cfo-at-shipmonk Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk 273 No No l04rm380 In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations. In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are revolutionizing operational finance by becoming true partners to warehouse and logistics operations. Devin brings extensive experience as a finance leader across organizations like XPO and Carrier, where he built his career inside some of the most operationally complex environments in the supply chain and logistics space.


With his deep background spanning corporate finance, performance improvement, and network operations, Devin shares how finance teams can leverage data to diagnose performance issues, drive meaningful KPIs, and build field finance organizations that sit alongside operators. Currently serving as CFO of ShipMonk, Devin oversees finance for one of the fastest-growing tech-enabled fulfillment platforms in the world, managing 12 warehouses and 1,600 employees across the globe.


What You'll Learn:
  • Why CFOs must embed finance resources directly in operations for maximum impact
  • How to balance top-down targets with bottoms-up planning to drive operator buy-in
  • The critical role of granular unit economics in high-volume logistics businesses
  • Strategies for rapid performance intervention without becoming a bottleneck
  • How robust data infrastructure enables both visibility and speed
  • The evolution of the CFO role from financial oversight to operational partnership

 
Learn more about Devin:


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]]> Tue, 06 Jan 2026 10:00:00 +0000 Personiv Personiv 1306 In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations. In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations. Operational finance leadership, Field finance organizations, KPI-driven performance management, Unit economics analysis, Supply chain finance optimization, Logistics CFO strategies, Data-driven decision making, Warehouse performance metrics, 3PL financial management, Modern CFO operational partnership, Finance operations collaboration, Bottom-up planning methods No No Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero https://podcasts.fame.so/e/286qw09n-why-cfos-are-the-chief-everything-officers-with-claire-bramley-cfo-at-xero Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero 0 No No j12rjyn1 In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance.

With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth.


In this episode, we discuss:
  • The evolution of the CFO role beyond traditional financial operations
  • How Teradata implements rotation programs and cross-functional collaboration to develop talent
  • The impact of AI and analytics on financial decision-making
  • How modern CFOs balance traditional responsibilities with expanding strategic duties


Learn more about Claire:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 30 Dec 2025 10:00:00 +0000 Personiv Personiv 1964 In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. Chief Everything Officer, Modern CFO, CFO leadership evolution, Strategic finance leadership, AI in finance, Finance digital transformation, CFO as business partner, Data-driven decision making, Financial strategy and analytics, Cross-functional collaboration, Finance storytelling, Executive leadership in finance, CFO technology adoption, AI-powered financial insights, Finance transformation strategy, Future of the CFO role, Talent development in finance, Enterprise analytics leadership, Finance innovation, Value creation through finance No No What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace https://podcasts.fame.so/e/182rkxw8-what-cfos-need-to-know-for-2025-with-jim-benson-cfo-at-dynatrace What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace 0 No No 2099xlr0 In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025.

Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard.
In this episode, we discuss:

  • The evolution of the CFO role from traditional financial steward to strategic business partner
  • What are the critical components of modernizing finance functions
  • How CFOs can leverage data analytics and storytelling to drive better decision-making
  • CFO's expanding role in driving company-wide alignment and growth


Learn more about Jim:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 23 Dec 2025 10:00:00 +0000 Personiv Personiv 2014 In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim Benson, Dynatrace, CFO modernization strategies, Finance function transformation, Financial leadership evolution, CFO succession planning, Modern CFO role, Finance team development, Business process optimization, Financial data analytics, Finance automation, CFO business partnership, Strategic financial planning, Finance team talent development No No The Chameleon CFO: Adapting Leadership for Hyper-Growth with John Glasgow, CEO & CFO at Campfire https://podcasts.fame.so/e/18330408-the-chameleon-cfo-adapting-for-growth-with-john-glasgow-ceo-cfo-at-campfire The Chameleon CFO: Adapting Leadership for Hyper-Growth with John Glasgow, CEO & CFO at Campfire 272 No No m0jpkzk0 In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation in dual leadership roles, drawing from his experience at Bill.com and Adobe where he mastered the intersection of financial strategy and product development while building an AI-native ERP platform. In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation while operating in dual leadership roles. John brings unique insights from his distinguished career holding finance leadership positions at prominent companies like Bill.com and Adobe, where he mastered the intersection of financial strategy and product development.

With his extensive background spanning corporate finance, mergers and acquisitions, business development, and pricing strategy, John shares how finance leaders can evolve from transactional gatekeepers to strategic partners who drive cross-functional value. Currently serving as both CEO and CFO at Campfire, John oversees the development of an AI-native ERP platform that helps finance teams automate repetitive work and focus on strategic initiatives, having raised over $100 million primarily from Excel.


What You'll Learn:
  • Why CFOs must evolve their focus at each funding stage from seed to Series B and beyond
  • How to balance customer-driven product demands with cost discipline for scalable growth
  • The critical frameworks for evaluating product priorities through financial signals
  • Strategies for building financial infrastructure without overinvesting too early
  • How AI and automation enable finance teams to shift from transactional to strategic work
  • The importance of cross-functional collaboration in maximizing shareholder value


Learn more about John:


Episode resources:
If you enjoyed this episode, then please either:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 16 Dec 2025 10:00:00 +0000 Personiv Personiv 1785 In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation in dual leadership roles, drawing from his experience at Bill.com and Adobe where he mastered the intersection of financial strategy and product development while building an AI-native ERP platform. In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation in dual leadership roles, drawing from his experience at Bill.com and Adobe where he mastered the intersection of financial strategy and product development while building an AI-native ERP platform. Dual CEO CFO leadership, Strategic finance partnerships, Product pricing strategy, Financial systems automation, Cross-functional collaboration finance, Early-stage CFO frameworks, AI-native ERP solutions, Startup financial discipline, Finance operations transformation, Modern CFO responsibilities, Value-based pricing models, Financial infrastructure scaling No No Scaling Finance Operations: The Hyper-Growth Blueprint with Dan Wheadon, Partner at Cherry Bekaert https://podcasts.fame.so/e/xn120rz8-the-strategic-evolution-of-finance-operations-with-dan-wheadon-partner-at-cherry-bekaert Scaling Finance Operations: The Hyper-Growth Blueprint with Dan Wheadon, Partner at Cherry Bekaert 271 No No 703r2z51 In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challenges. In this episode of CFO Weekly, Dan Wheadon, Partner and Advisory Leader at Cherry Bekaert and leader of their CFO Advisory Practice, joins Megan Weis to explore how modernizing finance operations can unlock a company's potential, transforming the function from a back office support role into a true driver of performance, insight, and innovation.

Dan draws on over twenty-five years of strategy and management consulting experience, advising C-suite executives on solving complex strategic, financial, operational, and technological challenges. He shares practical, three-step guidance for CFOs in the middle market to start small, drive continuous improvement, and prepare their organizations for rapid growth.


What You'll Learn:
  • Why the finance function must move from backwards-looking reporting to forward-looking strategic decision support.
  • The three-step approach to modernizing finance, starting with fixing the close and building FP&A capability.
  • How to balance digital transformation with practicality by focusing on measurable outcomes and ROI.
  • The challenge of the CFO as the data steward and the critical need for timely, accurate, and complete information.
  • How to build a continuous improvement culture by converging financial and technological skills.
  • The future of the CFO role as it becomes more focused on strategic decision support and the convergence of finance and technology.


Learn more about Dan:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 09 Dec 2025 10:00:00 +0000 Personiv Personiv 1679 In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challenges. In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challenges. AI in finance, finance modernization, CFO transformation, FP&A strategy, data governance, finance automation, digital finance, cloud finance tools, continuous improvement, strategic decision support, predictive forecasting, financial analytics, hyperautomation, real-time reporting, finance operations, middle-market finance, technology convergence, financial planning and analysis, agile finance, data accuracy No No Building Dynamic Finance Models with Real-Time Data with Siqi Chen, CEO & Founder at Runway https://podcasts.fame.so/e/xn120vq8-designing-smarter-finance-models-with-siqi-chen-at-runway Building Dynamic Finance Models with Real-Time Data with Siqi Chen, CEO & Founder at Runway 270 No No 703r2461 In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through real-time forecasting and connected systems, drawing from his experience as former CEO at Sandbox VR where COVID-19 exposed the painful inadequacy of traditional planning tools when rapid scenario planning became mission-critical. In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to real-time, AI-powered forecasting systems. Siqi brings unique insights as a serial entrepreneur and former CEO at Sandbox VR, where, during COVID-19, he experienced firsthand the painful inadequacy of traditional planning tools when rapid scenario planning became critical for survival.


With his extensive background spanning founder, CEO, product leader, and now CFO roles, Siqi shares how finance teams can leverage technology to automate data integration, implement real-time forecasting, and build systems that make financial intelligence accessible across entire organizations. Currently serving as CEO & CFO of Runway, Siqi oversees the development of connected financial systems that help companies transition from months-long implementation cycles to getting up and running in six weeks or less, with integrations to nearly 800 data sources.


What You'll Learn:
  • Why traditional FP&A platforms create new problems while solving old ones
  • How to connect operational intent with financial outcomes for the first time
  • The critical role of flexibility in building finance systems that teams actually trust
  • Strategies for making financial models accessible to non-finance stakeholders
  • How connected data systems transform the CFO from controller to strategic partner
  • The future of the CFO role as it becomes more technical and strategic


Learn more about Siqi:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 Dec 2025 10:00:00 +0000 Personiv Personiv 2047 In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through real-time forecasting and connected systems, drawing from his experience as former CEO at Sandbox VR where COVID-19 exposed the painful inadequacy of traditional planning tools when rapid scenario planning became mission-critical. In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through real-time forecasting and connected systems, drawing from his experience as former CEO at Sandbox VR where COVID-19 exposed the painful inadequacy of traditional planning tools when rapid scenario planning became mission-critical. Real-time financial forecasting, Connected finance systems, FP&A automation tools, Financial modeling platforms, CFO strategic transformation, Operational intent integration, Finance collaboration software, Multi-source data integration, Modern finance operations, Strategic CFO leadership, Finance systems design, Financial planning automation No No The Operations CFO: Aligning Finance with Customer Growth with Jacob Moelter, COO & CFO at SupportNinja https://podcasts.fame.so/e/18p7p13n-designing-customer-centric-finance-with-jacob-moelter-coo-cfo-at-supportninja The Operations CFO: Aligning Finance with Customer Growth with Jacob Moelter, COO & CFO at SupportNinja 269 No No z1r4vrx1 In this episode of CFO Weekly, Jacob Moelter, COO & CFO at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever, drawing from his extensive background in investor relations, FP&A, and outsourcing services where he's witnessed firsthand how data-driven CX investments drive retention and lifetime value. In this episode of CFO Weekly, Jacob Moelter, Chief Operating Officer and Chief Financial Officer at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever. Jacob brings extensive experience in finance and operations across public and private companies, with a deep background in investor relations, FP&A, and outsourcing services.


With his unique perspective on connecting financial metrics to customer outcomes, Jacob shares how finance leaders can leverage data to drive retention, improve unit economics, and design hybrid AI-human service models that balance efficiency with empathy. Currently serving as COO and CFO at SupportNinja, Jacob oversees the strategic evolution of omnichannel support solutions that help fast-growing companies elevate their customer experience while driving measurable financial returns.


What You'll Learn:
  • Why CFOs must view customer experience as a revenue driver rather than just a cost center
  • How to quantify the ROI of CX investments using unit economics and customer journey analysis
  • Strategies for designing hybrid AI-human service models that optimize both efficiency and empathy
  • The critical metrics CFOs should track to connect CX improvements to financial performance
  • How AI is creating a skills premium for human agents rather than replacing them
  • The future of the CFO role as architect of growth, experience, and organizational design


Learn more about Jacob:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 25 Nov 2025 10:00:00 +0000 Personiv Personiv 1370 In this episode of CFO Weekly, Jacob Moelter, COO & CFO at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever, drawing from his extensive background in investor relations, FP&A, and outsourcing services where he's witnessed firsthand how data-driven CX investments drive retention and lifetime value. In this episode of CFO Weekly, Jacob Moelter, COO & CFO at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever, drawing from his extensive background in investor relations, FP&A, and outsourcing services where he's witnessed firsthand how data-driven CX investments drive retention and lifetime value. Customer experience ROI, CX unit economics, Hybrid AI-human service models, CFO strategic partnership, Customer retention metrics, AI in customer service, Finance-driven CX strategy, Customer lifetime value optimization, Modern CFO responsibilities, CX investment framework, Revenue-driven customer support, Financial performance through CX No No The CFO & CISO Playbook: Financing Enterprise Security with Tony Jarjoura, CFO at Gigamon https://podcasts.fame.so/e/lnqwpp9n-inside-the-cfo-ciso-partnership-with-tony-jarjoura-cfo-at-gigamon The CFO & CISO Playbook: Financing Enterprise Security with Tony Jarjoura, CFO at Gigamon 268 No No 81nv88l1 In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance AI innovation with security, drawing from his experience leading revenue operations, controllership, and financial reporting at a leading network intelligence company. In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance innovation with security in the age of AI. Tony brings extensive experience from his career at Ernst & Young and his progression through multiple leadership roles at Gigamon, where he witnessed firsthand the critical intersection of financial operations and cybersecurity.


With his deep background in revenue operations, controllership, and financial reporting, Tony shares how finance and security leaders can work together to evaluate AI investments, implement enterprise-wide solutions, and build frameworks that drive innovation while maintaining robust controls. Currently serving as CFO at Gigamon, Tony oversees the strategic alignment between finance and IT security to ensure both operational efficiency and risk mitigation.


What You'll Learn:
  • Why the CFO-CISO partnership is critical for modern enterprise resilience
  • How to balance rapid AI innovation with strong security controls
  • Strategies for evaluating and implementing enterprise-wide AI solutions
  • The role of cultural changes in building trust between finance and security teams
  • How to assess cyber risk and brand reputation exposure in investment decisions
  • Best practices for AI governance and data quality in LLM implementations


Learn more about Tony:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 18 Nov 2025 10:00:00 +0000 Personiv Personiv 1761 In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance AI innovation with security, drawing from his experience leading revenue operations, controllership, and financial reporting at a leading network intelligence company. In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance AI innovation with security, drawing from his experience leading revenue operations, controllership, and financial reporting at a leading network intelligence company. AI in finance, CFO leadership, AI governance, Cybersecurity risk, Finance resilience, Digital transformation, AI ROI, Finance innovation, CISO collaboration, Enterprise AI, Finance automation, Cyber risk management, AI compliance, CFO technology trends, Financial strategy 2025, Data breach prevention, CFO insights, AI adoption, CFO podcast, Risk mitigation No No Breaking Silos with Agentic AI with Jason Godley, CFO at Xactly Corp https://podcasts.fame.so/e/2nxz5pmn-breaking-silos-with-agentic-ai-with-jason-godley-cfo-at-xactly-corp Breaking Silos with Agentic AI with Jason Godley, CFO at Xactly Corp 267 No No 61mkw251 In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards.
In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is revolutionizing the CFO's role from financial overseer to business architect. Jason brings over twenty years of experience spanning public accounting at PricewaterhouseCoopers, seven years on Wall Street, and a decade leading finance at private equity and venture-backed technology companies.


With his deep background in enterprise technology and firsthand experience implementing AI solutions at Xactly Corp, Jason shares how finance leaders can leverage Agentic AI to transform core business processes, eliminate functional silos, and architect entirely new business models. Currently serving as CFO of Xactly Corp, a Vista Equity portfolio company, Jason oversees the deployment of AI-native solutions across finance, sales, and operations while maintaining rigorous governance standards.


What You'll Learn:
  • How Agentic AI differs from traditional automation and RPA technologies
  • Why CFOs must evolve from financial oversight to business architecture
  • The critical governance and compliance considerations for AI deployment
  • Strategies for quantifying ROI when technology is rapidly evolving
  • How AI is blurring the lines between finance, sales, and revenue operations
  • The importance of compassion and coaching as business models transform


Learn more about Jason:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 11 Nov 2025 10:00:00 +0000 Personiv Personiv 1440 In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards. In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards. Agentic AI implementation, CFO business architecture, AI governance frameworks, Financial process automation, Sales performance management, Revenue intelligence platforms, AI ROI quantification, Change management leadership, Enterprise AI adoption, Modern CFO responsibilities, Cross-functional AI integration, Financial systems transformation No No CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft https://podcasts.fame.so/e/vn5j1pl8-cfo-s-role-in-crafting-a-financial-narrative-that-drives-growth-with-matt-collis-cfo-at-pairsoft CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft 266 No No 80q3wp70 In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions. In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are evolving from traditional financial oversight to strategic leadership partners who craft compelling financial narratives that drive business growth. Matt brings extensive experience scaling companies across different industries, with deep expertise in financial automation and operational excellence.


With his background spanning audit, private equity-backed businesses, and board-level strategic planning, Matt shares how finance leaders can move beyond reporting numbers to become integral drivers of business strategy. Currently serving as CFO at PairSoft, Matt oversees financial operations for one of the strongest financial automation platforms serving mid-market and enterprise organizations, with solutions that integrate natively with major ERP systems, including Microsoft Dynamics, Oracle NetSuite, and Sage Intacct.


What You'll Learn:
  • Why CFOs must transition from diagnostics to strategic decision-making partners
  • How to craft financial narratives that speak to operational metrics, not just numbers
  • The critical role of financial automation in supporting rapid scalability
  • Strategies for balancing financial controls with business agility during growth phases
  • How to foster cross-functional collaboration that aligns financial planning with business goals
  • The evolution of the CFO role from startup through enterprise maturity


Learn more about Matt:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 04 Nov 2025 10:00:00 +0000 Personiv Personiv 1659 In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions. In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions. Financial narrative development, CFO strategic leadership, Financial automation platforms, Scalable financial infrastructure, Cross-functional collaboration, Growth phase management, Operational metrics storytelling, Financial forecasting accuracy, Budget planning strategies, AI in finance operations, Mid-market ERP systems, Financial controls optimization No No AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan https://podcasts.fame.so/e/xnvlwryn-ai-driven-scenario-planning-with-hemant-kapadia-cfo-at-anaplan AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan 265 No No 71ypvl40 In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning through AI-powered scenario modeling and connected enterprise planning, drawing from his unique background as an electrical engineer turned finance leader with over 30 years of experience helping organizations eliminate inefficiencies and accelerate decision-making. In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning and strategic decision-making through AI-powered scenario modeling and connected enterprise planning. Hemant brings a unique blend of engineering precision and financial acumen, having started his career as an electrical engineer at GE before transitioning into finance leadership roles.

With over 30 years of experience across public and private companies, including CFO positions at Sirius Computer Solutions, Markandy Inc., and MEMC SunEdison Semiconductor, Hemant shares how finance teams can leverage AI to accelerate decision-making, eliminate organizational buffers, and build resilient planning systems. Currently serving as CFO of Anaplan, an enterprise decision-making platform, Hemant oversees traditional finance functions while helping CFO customers deliver outsized business outcomes through connected planning across finance, supply chain, sales, and workforce domains.


What You'll Learn:
  • Why traditional financial modeling is insufficient for today's dynamic business environment
  • How AI-powered scenario planning enables real-time adaptive decision-making across enterprises
  • The critical importance of connected planning across finance, supply chain, sales, and workforce
  • Strategies for eliminating organizational buffers through unified data and transparent planning
  • How AI accelerates model development from weeks to hours with solutions like CoModeler
  • The future of dynamic pricing, customer profitability analysis, and enterprise-wide AI adoption


Learn more about Hemant:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 Oct 2025 10:00:00 +0000 Personiv Personiv 1651 In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning through AI-powered scenario modeling and connected enterprise planning, drawing from his unique background as an electrical engineer turned finance leader with over 30 years of experience helping organizations eliminate inefficiencies and accelerate decision-making. In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning through AI-powered scenario modeling and connected enterprise planning, drawing from his unique background as an electrical engineer turned finance leader with over 30 years of experience helping organizations eliminate inefficiencies and accelerate decision-making. AI-powered scenario planning, Connected enterprise planning, Financial modeling automation, Dynamic decision-making platforms, Real-time business intelligence, AI-driven forecasting, Customer profitability analysis, Enterprise planning software, Cross-functional planning systems, CFO strategic technology, Supply chain finance integration, Organizational buffer elimination No No Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP https://podcasts.fame.so/e/p8llrvp8-innovation-through-curiosity-with-matthew-spencer-cao-at-global-partners Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP 264 No No x1l6wzx1 In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs build future-ready finance teams through curiosity-driven innovation, strategic automation, and effective offshore talent integration, drawing from his 20+ years of experience, including a decade at Ernst & Young and transformative work at SharkNinja. In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs are building agile, tech-enabled teams that drive innovation through curiosity, experimentation, and strategic use of offshore talent. Matthew brings over 20 years of experience, starting his career at Ernst & Young, where he spent a decade advancing to senior manager before serving as assistant controller at SharkNinja Operating LLC.


With his extensive background in financial reporting, accounting operations, and systems implementation, Matthew shares how finance teams can leverage automation to free up capacity for strategic work, build distributed workforces effectively, and create cultures where innovation thrives through curiosity and ownership. Currently serving as Chief Accounting Officer at Global Partners LP since 2018, Matthew oversees financial reporting, tax compliance, and internal controls, and has successfully integrated offshore resources that now comprise 15% of the company's finance team.


What You'll Learn:
  • Why curiosity and ownership are the foundational behaviors that drive finance innovation
  • How automation enables teams to shift from repetitive work to strategic analysis
  • Strategies for balancing in-house expertise with offshore resources without losing institutional knowledge
  • The critical role of experimentation and safe failure in building adaptive finance teams
  • How offshore talent can transform operations for companies of any size, not just global enterprises
  • The future of AI in reshaping finance functions and why early experimentation matters


Learn more about Matthew:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 21 Oct 2025 09:00:00 +0000 Personiv Personiv 1395 In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs build future-ready finance teams through curiosity-driven innovation, strategic automation, and effective offshore talent integration, drawing from his 20+ years of experience, including a decade at Ernst & Young and transformative work at SharkNinja. In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs build future-ready finance teams through curiosity-driven innovation, strategic automation, and effective offshore talent integration, drawing from his 20+ years of experience, including a decade at Ernst & Young and transformative work at SharkNinja. Finance team innovation, Automation strategic analysis, Offshore talent integration, Curiosity-driven leadership, Finance operations transformation, AI finance implementation, Distributed workforce management, Strategic resource allocation, Experimentation culture finance, Modern finance skill sets, Offshore accounting resources, Finance team adaptability No No AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software https://podcasts.fame.so/e/18p7xxkn-ai-powered-finance-transformation-with-billy-newman-cfo-at-redwood-software AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software 263 No No z1r455y1 In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are transforming finance operations through AI-powered automation and strategic oversight, drawing from his experience navigating Cvent through a pandemic, two public offerings, and successful process transformation initiatives. In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through AI-powered automation and strategic oversight. Billy brings extensive experience from his tenure as CFO at Cvent, where he navigated the company through a pandemic, two public offerings, and private equity transactions while implementing transformative automation initiatives.


With his deep background in FP&A and financial transformation across SaaS companies, Billy shares how finance teams can leverage AI to automate repetitive processes, implement predictive analytics, and position finance as a strategic partner rather than a task master. Currently serving as CFO of Redwood Software, Billy oversees the financial operations of a workload automation company while applying lessons learned from successfully transforming broken manual processes into automated, scalable systems.


What You'll Learn:
  • How to identify which finance processes are prime candidates for automation versus those requiring human expertise
  • The "Clean Data Framework" for ensuring AI implementations deliver accurate, reliable results
  • Why AI enhances rather than replaces finance talent by enabling more strategic work
  • How to balance automation with human oversight to maintain strong financial controls
  • The critical success factors for implementing automation at scale in fast-moving organizations
  • How to transform quote-to-cash processes through strategic automation and system integration
  • Why AI strengthens compliance and risk management through continuous monitoring and anomaly detection
  • How to prepare finance teams culturally and technically for the AI transformation journey
  • The importance of establishing clear KPIs and governance frameworks for automation initiatives
  • Why cross-departmental collaboration improves when manual data sharing is automated


Learn more about Billy:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Oct 2025 10:00:00 +0000 Personiv Personiv 1964 In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are transforming finance operations through AI-powered automation and strategic oversight, drawing from his experience navigating Cvent through a pandemic, two public offerings, and successful process transformation initiatives. In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are transforming finance operations through AI-powered automation and strategic oversight, drawing from his experience navigating Cvent through a pandemic, two public offerings, and successful process transformation initiatives. finance automation, AI in finance, Digital transformation CFO, Workload automation, Financial process automation, AI-powered finance automation, CFO strategic transformation, Financial forecasting automation, Finance operations optimization, Quote-to-cash automation, Cross-departmental collaboration, AI governance frameworks, Process automation strategy, Modern CFO responsibilities, Financial systems integration, SaaS finance operations, Predictive analytics finance No No The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase https://podcasts.fame.so/e/xny75xmn-the-digital-banking-revolution-with-alex-jimenez-lead-principal-consultant-at-backbase The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase 0 No No l14ry3n1 In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.
In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.


Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI.
Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee.
In this episode, we discuss:

  • Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade
  • How C-suite alignment and CEO commitment are essential for meaningful organizational change
  • What is progressive modernization
  • The impact of AI and machine learning on banking's future

Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 07 Oct 2025 10:00:00 +0000 Personiv Personiv 2063 In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Generative AI in Banking, AI-driven digital transformation, Progressive modernization, Banking as a Service (BaaS), Embedded finance, Open banking / open APIs, C-level alignment in transformation, CEO commitment technology, Business model transformation, Legacy system modernization, Customer-centric banking, AI for risk & fraud detection, Explainable AI (XAI) in finance, RegTech / Compliance automation, Machine learning for credit underwriting, Digital banking innovation, Fintech partnership strategies, Cloud-native banking architecture, Operational resiliency in banks, Future of banking strategy No No Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum https://podcasts.fame.so/e/18331j58-budgeting-for-impact-how-finance-can-lead-not-just-report-with-travis-grundy-senior-associate-of-fp-a-at-adventum Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum 0 No No m0jp8qn0 business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.

Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.


What You’ll Learn:
How to build realistic budgets using a bottom-up approach that starts with unit economics
  • Why socializing budgets across departments is crucial for successful implementation
  • The framework for analyzing revenue targets, hiring plans, and expense management holistically
  • How to use KPIs and historical data to create achievable financial projections
  • Why regular monthly variance analysis and frank discussions drive budget accountability
  • How to tailor budgeting approaches across different business types while maintaining core principles


Learn more about Travis:

Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 30 Sep 2025 10:00:00 +0000 Personiv Personiv 1689 business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Financial forecasting, Business budgeting, CFO services, Financial planning, Data-driven decision making, Revenue planning, Expense management, Financial KPIs, Budget socialization, Inventory management No No From Engineer to Finance: A Blueprint for Modern Energy Finance with Zachary Kimball, PE, MBA, Citation Oil and Gas Corp https://podcasts.fame.so/e/lnqw9xzn-engineer-finance-blueprint-modern-energy-finance-zachary-kimball-citation From Engineer to Finance: A Blueprint for Modern Energy Finance with Zachary Kimball, PE, MBA, Citation Oil and Gas Corp 262 No No 81nvl9n1 In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs are optimizing value from aging assets while managing escalating production costs, drawing from his unique background as a petroleum engineer turned finance leader with experience at Marathon Oil and McKinsey's Petroleum Asset Excellence group.
In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs in the energy sector are transforming their approach to managing aging assets while balancing escalating production costs and operational efficiency. Zach brings unique insights as a petroleum engineer turned finance leader, with experience at Halliburton, Marathon Oil, and McKinsey & Company's Petroleum Asset Excellence group.


With his extensive background spanning field operations to corporate strategy, Zach shares how finance teams can leverage operational knowledge to optimize mature assets, implement data-driven capital allocation frameworks, and navigate the complex intersection of ESG considerations and profitability. Currently serving as VP of Finance and Strategic Planning at Citation Oil and Gas Corp, Zach oversees strategic planning for a portfolio of mature assets with over 400 fields, some dating back over 100 years.


What You'll Learn:
  • How aging assets fundamentally change financial strategy beyond traditional commodity price focus
  • Frameworks for evaluating which mature assets to invest in versus divest or decommission
  • The critical role of operational data integration in high-level financial decision making
  • Strategies for managing power costs that can represent 30-40% of operating expenses
  • How ESG considerations serve as a license to operate rather than just a cost center
  • Capital allocation approaches that balance growth investments with cost-saving initiatives



Learn more about Reza:

Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 23 Sep 2025 10:00:00 +0000 Personiv Personiv 1157 In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs are optimizing value from aging assets while managing escalating production costs, drawing from his unique background as a petroleum engineer turned finance leader with experience at Marathon Oil and McKinsey's Petroleum Asset Excellence group. In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs are optimizing value from aging assets while managing escalating production costs, drawing from his unique background as a petroleum engineer turned finance leader with experience at Marathon Oil and McKinsey's Petroleum Asset Excellence group. oil price volatility, energy sector investment, ESG oil & gas, carbon capture financing, fossil fuel transition, LNG export finance, oil & gas M&A deals, renewable energy capital, natural gas futures, upstream production costs, energy transition funding, oil company debt, oil supply chain risk, clean energy investments, integrated energy company valuation, energy infrastructure financing, geopolitical risk energy, carbon credit trading, financial risk in oil, oil exploration investment No No Cash Forecasting: How CFOs Navigate Financial Distress with Daniel Fulton, Locust Street Advisory https://podcasts.fame.so/e/lnqw92jn-cash-forecasting-cfos-navigate-financial-distress-daniel-fulton-locust-street-advisory Cash Forecasting: How CFOs Navigate Financial Distress with Daniel Fulton, Locust Street Advisory 261 No No 81nvlkz1 In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively navigate turnarounds and cash forecasting during financial distress, drawing from his decade of experience leading companies through challenging restructures across diverse industries from construction to healthcare. In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively manage turnarounds and cash forecasting during periods of financial distress. Daniel brings over a decade of experience spanning corporate finance, construction finance, healthcare management, and political finance, with extensive hands-on experience in stabilizing businesses through challenging restructures and high-growth periods.


With his diverse background leading companies from near-insolvency to profitability and his expertise in building financial operations processes, Daniel shares how finance teams can implement robust cash forecasting models, manage stakeholder communications during crisis, and create sustainable operational changes. Currently serving as President of Locust Street Advisory, Daniel oversees strategic financial management, turnarounds, and business consulting for companies facing liquidity challenges and growth management issues.


What You'll Learn:
  • Why complacency is the most common pitfall that leads businesses into financial distress
  • How to build effective cash forecasting models using straightforward "money in, money out" methodologies
  • The critical importance of categorizing expenses into "must spend," "need to spend," and "would like to spend" buckets
  • Strategies for balancing short-term stabilization with long-term growth opportunities
  • How transparent communication and scenario planning can drive behavioral change in management teams
  • The role of operational process improvements in preventing future financial crises



Learn more about Daniel:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 16 Sep 2025 10:00:00 +0000 Personiv Personiv 2607 In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively navigate turnarounds and cash forecasting during financial distress, drawing from his decade of experience leading companies through challenging restructures across diverse industries from construction to healthcare. In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively navigate turnarounds and cash forecasting during financial distress, drawing from his decade of experience leading companies through challenging restructures across diverse industries from construction to healthcare. Non-performing loans (NPL), Private credit growth, Debt restructuring, Default risk modeling, Cash burn rate analysis, Stress testing scenarios, Interest rate sensitivity, Credit risk migration, Financial resilience frameworks, Turnaround governance, Capital adequacy pressure, Liquidity coverage ratio, Operational cost rationalization, Scenario-based forecasting, Strategic divestment planning, Stakeholder communication strategy, Behavioral finance in recovery, EBITDA margin squeeze, Asset impairment and write-downs, Crisis leadership in CFO role No No CFO Pulse Report: Insights on AI, Talent, and Resilience with Megan Weis and Jack McCullough https://podcasts.fame.so/e/68r7w35n-cfo-pulse-report-insights-on-ai-talent-and-resilience-with-megan-weis-and-jack-mccullough CFO Pulse Report: Insights on AI, Talent, and Resilience with Megan Weis and Jack McCullough 260 No No 805rlx31 In this special episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report, exploring the critical accounting talent shortage with its 150% year-over-year increase in open roles and how modern CFOs are responding through integrated AI, automation, and global talent strategies. In this special episode of CFO Weekly, we turn the tables as Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report. Megan brings extensive experience in finance and accounting outsourcing, having started her career as a CPA at Deloitte & Touche before transitioning through roles at BP, Accenture, and Everest Group. She earned her MBA from Duke University and joined Personiv in 2017 to help launch their finance and accounting services division.


With her deep background in the evolution of finance operations and talent management, Megan shares insights from the comprehensive survey of 253 finance and accounting leaders across more than 20 industries. Currently serving as a key leader at Personiv, Megan oversees the development of strategic insights that help CFOs navigate the most significant talent shortage in the profession's history while adapting to technological transformation.


What You'll Learn:
  • Why the accounting talent shortage has reached critical levels with 150% year-over-year increase in open roles
  • How CFOs are integrating AI, automation, and outsourcing as core strategies beyond temporary fixes
  • The evolution of the CFO role into "Chief Everything Officer" with expanded cross-functional responsibilities
  • Strategies for attracting and retaining Gen Z talent through purpose-driven work and technological fluency
  • How modern finance teams are structured with hybrid onshore, nearshore, and offshore models
  • The critical factors driving CFO confidence and strategic outlook in uncertain economic times


Learn more about Megan:

Learn more about Jack:



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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 09 Sep 2025 10:00:00 +0000 Personiv Personiv 2144 In this special episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report, exploring the critical accounting talent shortage with its 150% year-over-year increase in open roles and how modern CFOs are responding through integrated AI, automation, and global talent strategies. In this special episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report, exploring the critical accounting talent shortage with its 150% year-over-year increase in open roles and how modern CFOs are responding through integrated AI, automation, and global talent strategies. Here’s your list combined with spaces and commas: CFO talent shortage, Accounting workforce crisis, AI automation finance, Gen Z talent retention, CFO role evolution, Finance outsourcing strategies, Workforce planning CFO, Modern finance teams, CFO confidence index, Accounting talent pipeline, Finance technology integration, Strategic CFO leadership No No How to Bridge the Gap Between Finance and Business with Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle https://podcasts.fame.so/e/mn4ly2kn-how-to-bridge-the-gap-between-finance-and-business-with-soufyan-hamid-chief-of-financial-storytelling-program-of-the-finance-circle How to Bridge the Gap Between Finance and Business with Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle 259 No No x06rn5w0 In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming from back-office functions to strategic business partners through financial storytelling, drawing from his decade of experience in corporate finance where he discovered the critical gap between technical expertise and communication skills.
In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming their roles from back-office functions to strategic business partners through the power of financial storytelling. Soufyan brings extensive experience with over a decade in corporate finance, having worked at PwC, Deloitte, and Proximus, where he discovered firsthand the critical importance of communication skills in finance leadership.


With his deep background in FP&A and passion for bridging the gap between technical expertise and essential soft skills, Soufyan shares how finance teams can leverage storytelling to make their insights actionable, influential, and strategically valuable. Currently serving as Chief of Financial Storytelling Program of The Finance Circle, Soufyan oversees tailored training programs that help finance professionals develop business acumen, communication skills, and leadership capabilities to drive business success.


What You'll Learn:
  • Why traditional financial reporting structures fail to engage business stakeholders
  • How to filter complex financial data into compelling, actionable messages
  • The role of business acumen, communication, and leadership in effective storytelling
  • Strategies for measuring the impact of improved financial storytelling
  • How AI and automation will enhance the importance of human storytelling skills
  • The pathway from technical expertise to strategic business partnering


Learn more about Soufyan:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 Sep 2025 10:00:00 +0000 Personiv Personiv 1889 In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming from back-office functions to strategic business partners through financial storytelling, drawing from his decade of experience in corporate finance where he discovered the critical gap between technical expertise and communication skills. In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming from back-office functions to strategic business partners through financial storytelling, drawing from his decade of experience in corporate finance where he discovered the critical gap between technical expertise and communication skills. Financial storytelling techniques, Strategic business partnering, Finance communication skills, Business acumen development, CFO leadership training, Financial presentation optimization, Soft skills for finance professionals, Finance team transformation, Strategic finance communication, Modern CFO capabilities, Financial influence and impact, Business storytelling for finance No No The AI-Powered CFO: Navigating the Future of Finance with Nicolas Boucher, Founder of AI Finance Club https://podcasts.fame.so/e/28xz2608-the-ai-powered-cfo-navigating-the-future-of-finance-with-nicolas-boucher-founder-of-ai-finance-club The AI-Powered CFO: Navigating the Future of Finance with Nicolas Boucher, Founder of AI Finance Club 258 No No 60mkmv60 In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can transform their finance operations through strategic AI prompting and automation, drawing from his 15 years of finance experience at PwC and Thales, where he developed expertise in both traditional finance and cutting-edge AI implementation.
In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can leverage AI to transform their finance operations through strategic prompting, automation, and human-machine collaboration. Nicolas brings extensive experience with 15 years in finance, including roles at PwC as an auditor across Luxembourg and Singapore, and as a finance leader at Thales, a European aerospace company similar to Boeing.


With his deep background in both traditional finance and AI implementation, Nicolas shares how finance teams can transition from manual processes to AI-powered automation using frameworks like CSI and FBI for effective prompting. Currently leading the AI Finance Club community with over 1 million social media followers, Nicolas helps finance professionals develop critical AI skills and avoid common implementation pitfalls while building teams that combine human expertise with robotic efficiency.


What You'll Learn:
  • Why effective prompting is more important than choosing the "best" AI tool
  • How to implement the CSI and FBI framework for superior AI outputs
  • The role of AI in enhancing financial forecasting with machine learning algorithms
  • Strategies for automating expense management and compliance monitoring
  • How to balance human expertise with AI-driven insights for optimal results
  • The future of finance leadership as managers of human-robot teams


Learn more about Nicolas:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 26 Aug 2025 10:00:00 +0000 Personiv Personiv 2193 In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can transform their finance operations through strategic AI prompting and automation, drawing from his 15 years of finance experience at PwC and Thales, where he developed expertise in both traditional finance and cutting-edge AI implementation. In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can transform their finance operations through strategic AI prompting and automation, drawing from his 15 years of finance experience at PwC and Thales, where he developed expertise in both traditional finance and cutting-edge AI implementation. Here’s the combined list with commas and spaces: AI prompting techniques, Financial forecasting automation, Machine learning finance, AI risk management, Expense automation tools, Finance AI training, Human-robot team management, AI integration finance, Critical thinking AI, Finance AI tools, Prompt engineering finance, AI Finance Club No No How Accounting Firm Owners Transform Profitability with Reza Hooda, Founder of Profitable Accountants Community https://podcasts.fame.so/e/x8y712l8-how-accounting-firm-owners-transform-profitability-with-reza-hooda-founder-of-profitable-accountants-community How Accounting Firm Owners Transform Profitability with Reza Hooda, Founder of Profitable Accountants Community 257 No No l04rlqw0 In this episode of CFO Weekly, Reza Hooda, Founder of The Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are transforming their business models through value-based pricing and strategic specialization, drawing from his experience building a seven-figure practice and helping over 350 firm owners escape the hourly billing trap. In this episode of CFO Weekly, Reza Hooda, Founder of the Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are revolutionizing their business models by moving from hourly billing to value-based pricing.

Reza brings extensive experience as a former PwC professional who built and scaled his own seven-figure accounting firm before transitioning to coaching other firm owners.

With a deep background in accounting firm transformation and firsthand experience growing from a struggling startup during the 2008 financial crisis to a highly profitable practice working less than 10 hours per week, Reza shares how accounting professionals can leverage specialization, strategic pricing, and systematic approaches to build scalable, profitable firms. As Founder of the Profitable Accountants Community, he has helped over 350 firm owners transform their businesses through his coaching programs and frameworks.


What You'll Learn:
  • Why hourly billing creates cash flow problems and limits profitability potential
  • How to transition from time-based to value-based pricing with immediate results
  • The importance of specialization and niching down to command premium pricing
  • Strategies for creating perceived value that justifies higher fees
  • How AI and technology enable more efficient service delivery
  • The framework for building marketing systems that generate leads on autopilot


Learn more about Reza:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 19 Aug 2025 10:00:00 +0000 Personiv Personiv 1483 In this episode of CFO Weekly, Reza Hooda, Founder of The Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are transforming their business models through value-based pricing and strategic specialization, drawing from his experience building a seven-figure practice and helping over 350 firm owners escape the hourly billing trap. In this episode of CFO Weekly, Reza Hooda, Founder of The Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are transforming their business models through value-based pricing and strategic specialization, drawing from his experience building a seven-figure practice and helping over 350 firm owners escape the hourly billing trap. Value-based pricing accounting, Accounting firm specialization, Hourly billing alternatives, Professional services pricing, Accounting firm profitability, Client acquisition strategies, Premium pricing strategies, Accounting business transformation, Firm owner coaching, Professional services marketing, Niche accounting services, Accounting firm automation No No Unlocking the CFO’s Strategic Power in the AI Era with Kumar Parakala, CEO of Tabhi https://podcasts.fame.so/e/pnm70l0n-unlocking-the-cfo-s-strategic-power-in-the-ai-era-with-kumar-parakala-ceo-of-tabhi Unlocking the CFO’s Strategic Power in the AI Era with Kumar Parakala, CEO of Tabhi 256 No No 71v5njn0 In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director with 25+ years of experience, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation, drawing from his experience co-founding KPMG's $3 billion technology advisory practice and recently exiting GHD Digital, valued at over $400 million with 700 professionals across nine countries. In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation in an AI-centric world. Kumar brings 25+ years of experience including 15 years with KPMG where he co-founded the $3 billion technology advisory practice, and recently exited GHD Digital, a global business he founded that grew to 700 professionals across nine countries and was valued at over $400 million.


With his deep background in digital transformation and C-suite advisory, Kumar shares how finance leaders can leverage AI for real-time financial intelligence, dynamic forecasting, and strategic decision-making. Currently incubating 100 startups globally through his company Tribeco and bestselling author of "Lead to Disrupt: Seven Keys to Success," Kumar provides insights on how CFOs can transition from reactive financial reporting to proactive future-proofing of their organizations.


What You'll Learn:
  • Why CFOs must evolve to become "Chief Future Officers" and business model architects
  • How AI enables real-time financial intelligence and continuous budget management
  • The critical difference between traditional ROI metrics and AI investment evaluation
  • Strategies for CFOs to balance automation with human judgment and leadership
  • How to transform from mechanical financial operations to strategic organizational catalysts
  • The future skills CFOs need: digital intelligence, systems thinking, and design thinking


Learn more about Kumar:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 12 Aug 2025 10:00:00 +0000 Personiv Personiv 2660 In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director with 25+ years of experience, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation, drawing from his experience co-founding KPMG's $3 billion technology advisory practice and recently exiting GHD Digital, valued at over $400 million with 700 professionals across nine countries. In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director with 25+ years of experience, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation, drawing from his experience co-founding KPMG's $3 billion technology advisory practice and recently exiting GHD Digital, valued at over $400 million with 700 professionals across nine countries. AI-powered finance leadership, CFO transformation, Digital intelligence for CFOs, Real-time financial forecasting, AI investment ROI metrics, Future-proofing organizations, Data monetization strategies, Chief Future Officer role, Business model architecture, Financial technology automation, Strategic CFO partnerships, AI-driven decision making No No AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack https://podcasts.fame.so/e/m84lwk28-ai-powered-vendor-management-and-how-cfos-streamline-operations-with-sara-wyman-ceo-founder-at-stackpack AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack 255 No No x16rvw51 In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies. In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic oversight. Sara brings extensive experience as a former VP of Strategic Partnerships at Affirm Inc. and VP of Enterprise Sales, where she witnessed firsthand the chaos of managing hundreds of vendors without proper systems at high-growth companies.


With her deep background in fintech and vendor relationship management, Sara shares how finance teams can leverage AI to automate contract term extraction, implement proactive risk alerts, and build comprehensive vendor management systems. Currently serving as CEO of Stackpack, Sara oversees the development of AI-native solutions that help companies transition from manual spreadsheet-based vendor tracking to automated, scalable systems starting at just $199 per month.


What You'll Learn:
  • Why CFOs must take a proactive role in vendor management beyond traditional cost oversight
  • How AI can automate contract term extraction with 100% accuracy in minutes versus weeks
  • The critical metrics CFOs should track for effective vendor performance evaluation
  • Strategies for implementing real-time risk alerts and renewal notifications
  • How robust vendor management systems impact investor confidence and operational efficiency
  • The future of AI in vendor discovery, evaluation, and strategic alignment


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 05 Aug 2025 10:00:00 +0000 Personiv Personiv 1660 In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies. In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies. AI-powered vendor management, Contract term extraction automation, Vendor risk alerts, Financial forecasting automation, CFO strategic partnerships, Vendor compliance monitoring, AI contract management tools, Finance operations optimization, Vendor relationship optimization, Modern CFO responsibilities, SaaS vendor management, Financial systems automation No No Billing Bottleneck and How CFOs Solve Manual Finance Operations with Apurv Bansal, CEO & Co-founder at Zenskar https://podcasts.fame.so/e/p8ll2928-billing-bottleneck-solve-manual-finance-operations-with-apurv-bansal-zenskar Billing Bottleneck and How CFOs Solve Manual Finance Operations with Apurv Bansal, CEO & Co-founder at Zenskar 254 No No x1l6jvj1 In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are revolutionizing their finance operations through AI-powered billing systems and dynamic pricing models, drawing from his experience as a Harvard Business School graduate and former Google product leader who witnessed firsthand the complexity of modern revenue recognition challenges. In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to AI-powered billing and revenue recognition systems. Apurv brings unique insights as a second-time entrepreneur, IIT Delhi and Harvard Business School alumni, who previously co-founded Wishpicker (acquired by Snapdeal) and held leadership roles at Google and Elevation Capital.

With his extensive background in fintech and firsthand experience with complex billing challenges at Google, Apurv shares how finance teams can leverage technology to automate manual processes, implement dynamic pricing models, and build investor-ready financial systems. Currently serving as CEO of Zenskar, Apurv oversees the development of AI-native billing solutions that help companies transition from cost-plus to usage-based pricing models.


What You'll Learn:
  • Why dynamic pricing models are crucial for competitive advantage in today's market
  • How to align pricing with customer value perception for sustainable growth
  • The role of AI in automating billing and revenue recognition processes
  • Key metrics CFOs should track to evaluate billing system performance
  • Strategies for transitioning from homegrown billing systems to scalable solutions
  • How robust financial systems impact investor confidence and fundraising success


Learn more about Apurv:



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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 29 Jul 2025 10:00:00 +0000 Personiv Personiv 1536 In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are revolutionizing their finance operations through AI-powered billing systems and dynamic pricing models, drawing from his experience as a Harvard Business School graduate and former Google product leader who witnessed firsthand the complexity of modern revenue recognition challenges. In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are revolutionizing their finance operations through AI-powered billing systems and dynamic pricing models, drawing from his experience as a Harvard Business School graduate and former Google product leader who witnessed firsthand the complexity of modern revenue recognition challenges. AI-powered billing systems, Dynamic pricing models, Revenue recognition automation, Usage-based pricing, Financial systems modernization, CFO strategic leadership, Billing automation tools, Finance technology transformation, Investor-ready financial reporting, Modern CFO operations, SaaS billing solutions, Financial stack optimization No No Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP https://podcasts.fame.so/e/2nxzx67n-gen-z-and-the-cpa-shortage-why-young-talent-is-the-solution-with-paul-peterson-managing-partner-at-wiss-company-llp Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP 253 No No 61mkjvn1 In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem, drawing from his 30+ years of experience in developing talent and fostering innovation in public accounting firms. In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem. Paul Peterson brings over 30 years of experience in public accounting and has been leading Wiss and Company's strategic evolution for more than a decade.


With his extensive background in developing talent and fostering innovation in accounting firms, Paul shares insights on how the profession can adapt to attract and retain the next generation of CPAs. Currently serving as Managing Partner at Wiss and Company, Paul oversees the firm's long-term strategy and has successfully implemented programs that embrace Gen Z's strengths while addressing industry challenges.


What You'll Learn:
  • Why Gen Z's characteristics make them ideal for the modern accounting profession
  • How to adapt training and development models for the next generation
  • The role of technology integration in attracting Gen Z talent
  • Strategies for creating meaningful work experiences that resonate with younger professionals
  • How to leverage Gen Z's adaptability to drive innovation in accounting firms


Learn more about Paul:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Jul 2025 10:00:00 +0000 Personiv Personiv 2126 In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem, drawing from his 30+ years of experience in developing talent and fostering innovation in public accounting firms. In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem, drawing from his 30+ years of experience in developing talent and fostering innovation in public accounting firms. Gen Z accounting talent, CPA shortage solutions, Accounting firm innovation, Technology integration accounting, Mentorship programs accounting, Gen Z workplace culture, Financial professional development, Accounting career advancement modern, ESG reporting, Financial leadership, AI in finance, Remote accounting jobs, Fintech transformation, Diversity in finance, Automation in auditing, CFO strategies, Sustainable finance, Finance career trends, Cloud accounting software No No Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital https://podcasts.fame.so/e/v85jzmyn-building-learning-cultures-in-finance-with-jessica-mcclain-cfo-at-girl-scouts-nation-s-capital Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital 252 No No 81q3kz41 In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership, sharing insights on emotional intelligence, team development, and adapting to technological disruption in the evolving finance profession. In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership. Jessica McClain brings exceptional expertise in nonprofit financial management, having successfully transitioned from over a decade in public accounting to strategic leadership in mission-driven organizations.


With extensive experience across public accounting and nonprofit sectors, Jessica oversees financial strategy, the iconic Girl Scout cookie program, retail operations, and camp property management for the largest Girl Scout council in the country. Her passion for professional development and mentorship has earned her recognition as a 2024 Rising Star by the CFO Leadership Council, 2023 Nonprofit CFO of the Year, and multiple honors from prestigious accounting organizations.


What You'll Learn:
  • Why emotional intelligence is becoming the defining skill for modern CFOs
  • How to foster a culture of continuous learning within finance teams
  • The evolution from technical accounting to strategic storytelling
  • Practical strategies for staying ahead of technological disruption
  • Building communication skills that translate complex financial data into actionable insights


Learn more about Jessica:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 15 Jul 2025 10:00:00 +0000 Personiv Personiv 1656 In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership, sharing insights on emotional intelligence, team development, and adapting to technological disruption in the evolving finance profession. In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership, sharing insights on emotional intelligence, team development, and adapting to technological disruption in the evolving finance profession. CFO continuous learning strategies, Growth-minded CFO leadership traits, Executive coaching for CFOs, Emotional intelligence in financial decision-making, Communication skills CFOs need, Leading finance teams with empathy, Financial leadership development programs, Strategic storytelling for finance presentations, CFO strategies for change management, Nonprofit financial management best practices, Financial leadership in nonprofit vs for-profit, AI tools transforming accounting workflows, GenAI for investor relations, Blockchain AI and ML in finance, Generative engine optimization in finance, SEO for financial services sites, Fintech SEO trends 2025, CFO strategies for supply chain risk, AI in finance regulatory governance, ESG finance priorities for CFOs, CFO continuous learning, Emotional intelligence in finance, Financial leadership development, Nonprofit financial management, Professional development for CFOs, Communication skills for finance leaders, AI impact on accounting profession, Strategic financial storytelling No No Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions https://podcasts.fame.so/e/286qy4rn-sustainable-growth-through-financial-centralization-with-steve-mastin-cfo-at-4m-building-solutions Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions 251 No No j12rwzv1 In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments, drawing from his extensive experience in financial transformation and M&A integration across diverse business sectors. In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments. Steve Mastin is recognized for his strategic financial leadership and ability to optimize business performance through systematic integration and standardization.

With nearly two decades of experience across various senior leadership roles in finance, accounting, and executive positions, Steve brings deep expertise in financial transformation and M&A integration. Currently serving as CFO at 4M Building Solutions, where he oversees financial operations, IT, human resources, risk management, and M&A activities, Steve Mastin has successfully navigated complex integrations and driven growth across diverse business sectors in the fast-paced private equity environment.


What You'll Learn:
  • The critical importance of standardizing the chart of accounts across business units
  • How centralization creates operational efficiency and cost savings
  • The evolution of the CFO role from financial reporting to strategic leadership
  • When to implement centralization in a company's growth trajectory
  • Managing cultural integration during acquisitions and mergers


Learn more about Steve:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 08 Jul 2025 10:00:00 +0000 Personiv Personiv 1419 In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments, drawing from his extensive experience in financial transformation and M&A integration across diverse business sectors. In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments, drawing from his extensive experience in financial transformation and M&A integration across diverse business sectors. finance transformation, strategic CFO, ERP implementation, financial centralization, private equity finance, accounting integration, financial data standardization, AI in finance, financial forecasting tools, digital finance strategy, chart of accounts alignment, cost optimization, financial reporting automation, risk management framework, organizational scalability, financial operations efficiency, data-driven decision making, modern CFO role, M&A integration strategy, finance team structure No No Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning https://podcasts.fame.so/e/0njyjzw8-private-equity-financial-leadership-insights-with-dennis-dubois-cfo-at-creative-planning Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning 250 No No 40pqnkl1 In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies. In this episode of CFO Weekly, Dennis DuBois, Virtual CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality relationships with internal and external stakeholders.

With experience across multiple industries, private equity companies, and organizations of all sizes, Dennis brings a systemic viewpoint to growth strategy development and financial infrastructure building. Currently serving as Virtual CFO at Creative Planning, an independent wealth advisory firm managing over $300 billion in assets, and as Board Member at publicly traded Entrepreneur Resorts Limited, Dennis DuBois has successfully navigated complex transactions, COVID-19 disruptions, and the transition from traditional CFO roles to fractional finance leadership.


What You'll Learn:
  • The key differences between interim and fractional CFO roles and when each is most valuable
  • How fractional CFOs can prevent transaction failures by identifying risks early
  • Common financial reporting gaps that derail M&A deals
  • Why most sellers overvalue their businesses and how to set realistic expectations
  • The critical role of financial preparation in successful exits


Learn more about Dennis DuBois:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 01 Jul 2025 10:00:00 +0000 Personiv Personiv 1608 In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies. In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies. Fractional CFO, Interim CFO, Private Equity M&A, Due Diligence, Financial Reporting, Balance Sheet Reconciliation, Cash Flow Management, Financial Infrastructure, Portfolio Company, Buy-Side Due Diligence, Sell-Side Preparation, Valuation Disconnect, Transaction Risk, Post-Transaction Integration, Deal Structure, AI-Driven Financial Analytics, Cloud-Based Financial Systems, Digital Finance Transformation, Data-Driven Decision Making, Remote Finance Teams, Business Optimization, Cost-Effective Financial Leadership, Financial Compliance, Working Capital Management, Strategic Finance Partnership, Extended PE Hold Periods, Fractional M&A Services, Contingency Planning No No How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit https://podcasts.fame.so/e/qn0v54mn-how-cfos-can-fight-process-friction-with-nikhil-patel-deputy-chief-financial-officer-and-treasurer-for-the-city-of-detroit How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit 249 No No p1kn5mk0 In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations. In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations.


With vast experience across management consulting at Boston Consulting Group, startup leadership, and public sector finance, Nikhil brings a unique perspective to operational efficiency and process optimization. His background includes a BS in Chemical Engineering and an MS in Industrial Engineering from the University of Michigan, along with an MBA from Harvard Business School.


What You’ll Learn:
  • How to define process friction through key metrics
  • The "Black Box" approach to breaking down complex organizational processes
  • Why understanding legacy systems and regulatory constraints is crucial for implementing change in government organizations
  • How to balance thorough analysis with agile decision-making in large-scale projects
  • The strategic framework for implementing automation and AI in traditional financial operations


Learn more about Nikhil:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 24 Jun 2025 10:00:00 +0000 Personiv Personiv 1546 In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations. In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations. Process friction reduction, Government finance operations, Financial workflow optimization, Regulatory compliance, Automation implementation, Financial systems integration, CFO leadership, Financial executive insights, Public sector finance No No How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar https://podcasts.fame.so/e/m84lp2q8-how-cfos-can-navigate-tariff-chaos-michael-perica-sameer-katiyar How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar 248 No No x16ry521 With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations. With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations. They share invaluable insights on navigating supply chain disruptions, managing financial risk, and maintaining operational efficiency in uncertain times.

Michael Perica is the Chief Financial Officer at Rimini Street. With vast experience in shareholder relations, SEC reporting, financial planning and analysis, capital raising, and M&A, Michael is known for his excellent problem-solving abilities and multifunctional team leadership skills. His expertise in managing financial operations during periods of significant change, particularly regarding tariffs and global trade dynamics, provides valuable insights for finance leaders navigating complex market conditions.

Sameer Katiyar serves as the Chief Financial Officer at Cleo, bringing extensive expertise in the technology sector with a focus on FP&A, accounting, cost management, and business transformation. His background in both public company and private equity environments, combined with his strategic approach to financial leadership, offers unique perspectives on managing tariff-related challenges and supply chain optimization.


What You’ll Learn:
  • How to balance core financial governance with agile forecasting in uncertain times
  • Why investing in people remains the critical foundation for navigating trade disruptions
  • The strategic framework for managing tariff-induced costs without defaulting to price increases
  • How to develop effective communication strategies with investors regarding tariff-related risks
  • Why supply chain diversification and operational efficiency are crucial alternatives to price increases
  • How to leverage technology and tools to maintain visibility across global operations



Learn more about Michael and Sameer:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 17 Jun 2025 10:00:00 +0000 Personiv Personiv 2105 With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations. With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations. Tariffs impact business, Financial operations management, CFO leadership, Supply chain disruption, Global trade policy, Financial planning analysis, Risk management strategy, Pricing strategies, Capital investment, Operational efficiency No No From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory https://podcasts.fame.so/e/x8y7l178-from-20m-300m-cfo-insights-navigating-growth-rick-smith-bonfire-advisory From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory 247 No No l04rwlr0 The CFO role has evolved dramatically, especially for venture and growth-stage companies, where traditional MBA theory meets the harsh realities of startups. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up. The CFO role has evolved dramatically, especially for venture and growth-stage companies where traditional MBA theory meets harsh startup realities. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up.


Rick Smith is a seasoned financial executive who has served as CFO for five different companies across industries, including SaaS, health tech, education technology, and retail. With experience scaling businesses from $20M to $300M in revenue, Rick founded Bonfire Advisory to provide fractional CFO services to Series A and B companies. His new book, "Demystifying the Role of the CFO in Venture and Growth Stage Companies," offers practical guidance for finance leaders navigating the unique challenges of high-growth environments.


What You'll Learn:
  • Why early-stage CFO work is harder than large company finance roles
  • How to build scalable financial systems before you desperately need them
  • The critical difference between theoretical MBA knowledge and practical CFO skills
  • Why most acquisitions fail and how to beat the odds in M&A deals
  • How to navigate complex revenue recognition in different industries (SaaS vs. healthcare)
  • The "boring but crucial" aspects that can make or break your company during a sale


Learn more about Rick:
  • Rick Smith on LinkedIn 
  • Bonfire Advisory on LinkedIn
  • Demystifying the Role of the CFO: in Venture and Growth Stage Companies in Amazon

Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 10 Jun 2025 10:00:00 +0000 Personiv Personiv 2221 The CFO role has evolved dramatically, especially for venture and growth-stage companies, where traditional MBA theory meets the harsh realities of startups. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up. The CFO role has evolved dramatically, especially for venture and growth-stage companies, where traditional MBA theory meets the harsh realities of startups. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up. Fractional CFO, Venture stage finance, Growth company CFO, M&A strategy, Financial systems, Startup accounting, CFO leadership, Business scaling, Financial planning, Revenue recognition No No Why Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics https://podcasts.fame.so/e/x812x75n-cfos-be-quarterbacks-not-scorekeepers-travis-stores-comprehensivelogistics Why Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics 246 No No 713rjyn0 In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth. In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth.

Travis St. Ores is an experienced CFO specializing in private equity and founder-owned businesses, with a focus on building and optimizing finance functions for scalable growth and operational excellence. With a decade of experience in financial leadership, Travis has dedicated his career to supporting private equity-backed companies through critical phases including high growth periods, turnaround efforts, and complex transactional activities.

What You’ll Learn:
How to transition from traditional CFO responsibilities to becoming a strategic "quarterback" for the leadership team
  • Why balancing rapid scaling with financial discipline requires clear communication and strategic technology adoption
  • The framework for implementing AI and automation to free up finance teams for higher-value activities
  • How to navigate the unique challenges of middle-market companies
  • The essential skills needed to become a CFO in today's dynamic business environment within a decade
  • Why developing cross-functional expertise and embracing change is crucial for modern CFO success

Learn more about Travis:


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 03 Jun 2025 10:00:00 +0000 Personiv Personiv 1954 In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth. In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth. ChatGPT said: Modern CFO role, Middle market finance, Financial leadership, Agile CFO, Private equity CFO, Strategic financial management, Financial transformation, Turnaround strategies, Cash flow management, Financial reporting systems, CFO career path, Finance leadership development No No Why CFOs Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company https://podcasts.fame.so/e/vn5jp908-cfos-need-to-think-like-data-scientists-with-mohammed-wasim Why CFOs Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company 245 No No 80q3ply0 In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change. In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change.


With a Master of Science in Data Science from the Illinois Institute of Technology, Mohammed brings expertise in data visualization, statistical analysis, and predictive analytics to the global internal audit team. In his current role, he focuses on integrating SAP data into Databricks and performing comprehensive analysis to help identify key risk indicators and align business strategies.


What You’ll Learn:
  • How to integrate advanced analytics tools like Databricks and SAP to transform financial analysis and reporting
  • Why starting with descriptive analytics before moving to predictive models creates a stronger foundation for data-driven decisions
  • The essential differences between implementing data analytics in large corporations versus smaller companies
  • How to ensure data insights align with broader strategic goals through cross-functional collaboration
  • Why developing a data-driven culture requires both technical tools and employee training in data literacy


Learn more about Mohammed

Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 27 May 2025 10:00:00 +0000 Personiv Personiv 1301 In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change. In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change. Data analytics in finance, Financial decision making, Business strategy, Data insights, Data visualization, Enterprise data management, SAP integration, Databricks analytics, Tableau dashboards, Vendor payment analysis, Risk analytics, Predictive modeling No No How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat https://podcasts.fame.so/e/p8llqrq8-finance-leader-transformed-industries-angie-paglinawan-aristocrat How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat 244 No No x1l65w51 In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders. In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders.


Angie is a solutions-driven finance leader and financial project professional with over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction industries. She specializes in driving financial processes, executing transformation projects, and implementing strategic system improvements.


What You’ll Learn:
  • How to transition from traditional accounting roles to strategic finance leadership
  • Why standardization and automation are crucial for enabling finance teams to focus on strategic initiatives rather than routine tasks
  • The evolution of the CFO role into a storyteller who must communicate financial insights differently across various stakeholders
  • How to leverage AI and automation to free up finance teams for more strategic work while maintaining data accuracy
  • Why cross-training teams and standardizing processes are essential for maintaining agility in fast-paced environments


Learn more about Angie
Episode resources:
If you enjoyed this episode, then please either:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 20 May 2025 10:00:00 +0000 Personiv Personiv 2141 In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders. In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders. Financial transformation, CFO leadership, Finance automation, Middle market finance, Strategic finance leadership, Cross-functional teams, Data standardization, Change management, Financial process improvement, CFO No No Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum https://podcasts.fame.so/e/p8m74r78-building-budgets-that-actually-drive-decisions-with-travis-grundy-senior-associate-of-fp-a-at-adventum Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum 243 No No 70v5my51 Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.


Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.


What You’ll Learn:
  • How to build realistic budgets using a bottom-up approach that starts with unit economics
  • Why socializing budgets across departments is crucial for successful implementation
  • The framework for analyzing revenue targets, hiring plans, and expense management holistically
  • How to use KPIs and historical data to create achievable financial projections
  • Why regular monthly variance analysis and frank discussions drive budget accountability
  • How to tailor budgeting approaches across different business types while maintaining core principles


Learn more about Travis:

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 13 May 2025 10:00:00 +0000 Personiv Personiv 1684 Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Financial forecasting, Business budgeting, CFO services, Financial planning, Data-driven decision making, Revenue planning, Expense management, Financial KPIs, Budget socialization, Inventory management, budgeting, Forecasting, future of finance No No Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech https://podcasts.fame.so/e/68rr0028-traditional-finance-incentives-dead-darren-heffernan-trintech Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech 242 No No 8056nn71 In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance. In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance.


With over 30 years of experience in finance and operational roles, Darren has held multiple strategic positions at Trintech since 2001, including CFO and President/COO, before assuming the CEO role. A Fellow of the Association of Chartered Certified Accountants, he has been instrumental in driving Trintech's growth through numerous acquisitions and market expansions. Darren's expertise spans financial leadership, operational excellence, and technological innovation, with a particular focus on modernizing financial processes through AI and automation.


What You’ll Learn:
  • How to structure modern incentives beyond traditional compensation to include career advancement and work-life balance
  • Why cross-functional collaboration and data-driven decision-making should be core components of leadership development
  • The role of AI and automation in addressing the declining number of finance graduates and retiring CPAs
  • How to create a culture that encourages experimentation and innovation while maintaining high-performance standards
  • Why purpose-driven initiatives like DEI and employee resource groups are essential for attracting modern talent
  • How to prepare finance teams for digital transformation through continuous learning and adaptation to new technologies


Learn more about Darren: 


Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 06 May 2025 10:00:00 +0000 Personiv Personiv 1965 In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance. In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance. digital transformation in finance, CFO tech stack, financial operations, business finance tips, finance leadership mindset, fail fast learn fast, innovation in finance, finance team culture, leadership growth finance, trying new tools in finance, Leadership incentives, Financial automation, CFO evolution, Talent management, AI in finance, Digital transformation, Cross-functional collaboration, Employee retention, Operational excellence, Data-driven decision making, CFO leadership, finance leadership, finance professionals, office of the CFO, productivity in finance, finance innovation, financial technology, embracing failure in leadership, modern CFO tools, finance career advice No No Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education https://podcasts.fame.so/e/pnlx7jwn-master-financial-modeling-chris-reilly-financial-modeling-education Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education 241 No No x0ln8l30 In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling. In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling.


With a diverse background spanning consulting, FP&A at Hilton Worldwide, and middle market private equity, Chris has transformed his decade of hands-on experience into practical, accessible educational content. As a financial modeling educator and contractor since 2020, Chris focuses on breaking down sophisticated financial concepts into systematic, repeatable steps, enabling professionals to build in hours that previously took weeks.


What You’ll Learn:
  • How to master the four universal pillars of financial modeling
  • The systematic three-step approach to breaking down complex financial models into manageable components
  • Why understanding the three financial statements is crucial for modeling any industry or company size
  • The power of monthly vs. annual modeling for revealing critical business insights and seasonal patterns
  • Why intellectual curiosity is essential for advancing in financial roles and creating proactive value


Learn more about Chris: 


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 29 Apr 2025 10:00:00 +0000 Personiv Personiv 1798 In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling. In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling. Financial modeling, Three-statement models, Financial forecasting, Financial education, Balance sheet modeling, Income statement analysis, Financial storytelling, Financial model templates, Private equity modeling, finance, how to understand finance, 3 statement, future of finance No No Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited https://podcasts.fame.so/e/183mrm58-why-entrepreneur-needs-fractional-cfo-sara-daw-cfo-centre-group-limited Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited 240 No No m0j232n0 In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership.


Sara is a distinguished Chartered Accountant and co-founder of the CFO Center and Liberti Group, pioneering the fractional CFO model globally. With over two decades of experience transforming entrepreneurial businesses, she has grown the CFO Center to operate across 17 countries with 800 CFOs. Having started her career at Deloitte and holding an MBA, Sara revolutionized the part-time CFO concept in the early 2000s, developing it from a personal solution for work-life integration into a global business model.


What You’ll Learn:
  • How fractional CFO services enable growing businesses to access high-level financial expertise without the cost of a full-time executive
  • Why the $2-3 million revenue mark is the optimal time for businesses to consider bringing on a fractional CFO
  • How to transition from traditional CFO roles to fractional work
  • Why culture fit matters more than industry expertise when matching fractional CFOs with clients
  • How the fractional model helps executives achieve better work-life integration while maintaining career growth


Learn more about Sara


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Apr 2025 10:00:00 +0000 Personiv Personiv 2328 In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. Fractional CFO, Entrepreneurial business growth, CFO Center, Financial leadership, Work-life integration, Business scaling, Financial strategy, Part-time CFO, Entrepreneur finance solutions No No Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth https://podcasts.fame.so/e/5nzx6j9n-why-startups-fail-1m-with-rich-zhou-aquifer-growth Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth 239 No No 80z72vk1 In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function.

With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees.

What You’ll Learn:
  • How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability
  • Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management
  • The essential framework for building accurate financial forecasts beyond simple revenue projections
  • How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights
  • The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making


Learn more about Rich

Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 15 Apr 2025 10:00:00 +0000 Personiv Personiv 2258 In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making CFO evolution, Financial leadership, Cloud accounting, Startup finance, Financial planning, Business scaling, Financial forecasting, Inventory management, Bookkeeping automation, Financial metrics, Growth strategy, Finance department outsourcing, $1 million revenue, failed business No No Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified https://podcasts.fame.so/e/68rr0v68-driving-value-beyond-finance-tom-mcdermott-career-certified Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified 238 No No 8056n5v1 In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology.

Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations.

What You’ll Learn:
  • How to transition from traditional finance roles to becoming a true business partner
  • The importance of rapid M&A integration and having a clear integration playbook for driving value creation
  • How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support
  • Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership
  • The strategic approach to implementing AI across different business functions, from accounting to customer service

Learn more about Tom:

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 08 Apr 2025 10:00:00 +0000 Personiv Personiv 1954 In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service Private equity CFO, Business partnering, Financial leadership, M&A integration, Strategic finance, Recurring revenue strategy, Financial strategy, Networking for CFOs, Cross-functional leadership, CFO, m&A, future of finance No No What Lights You Up? with Jordan Grumet, Earn & Invest https://podcasts.fame.so/e/4892kzmn-what-lights-you-up-jordan-grumet-earn-invest What Lights You Up? with Jordan Grumet, Earn & Invest 237 No No v17vmkr0 In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal.


Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code."


What You’ll Learn:
  • How to define and discover your personal purpose anchors using childhood interests and regret reflection
  • Why financial independence should be viewed as a tool rather than the ultimate goal
  • The critical difference between meaning and purpose
  • Time-hacking techniques to maximize productivity
  • The connection between hospice care insights and building a regret-free financial life
  • How to balance short-term spending with long-term legacy planning


Learn more about Jordan:

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 01 Apr 2025 10:00:00 +0000 Personiv Personiv 2017 In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning Jordan Grumet, Purpose driven financial independence, Hospice care insights, Wealth building with purpose, Financial legacy planning, Wealth mindset, Financial leadership advice, CFO strategies, cfo, finance, purpose, future of finance No No Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples https://podcasts.fame.so/e/mn4x11vn-why-traditional-financial-advice-fails-chris-miles-money-ripples Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples 236 No No x06lqq40 In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession. Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years. What You’ll Learn: Why most financial advisors aren't financially free themselves How Chris went from millionaire to millions of dollars in debt and back again The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing The best passive income strategies that actually work today How alternative investments can provide better returns with lower risk
In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession.


Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years.


What You’ll Learn:
  • Why most financial advisors aren't financially free themselves
  • How Chris went from millionaire to millions of dollars in debt and back again
  • The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing
  • The best passive income strategies that actually work today
  • How alternative investments can provide better returns with lower risk


Learn more about Chris:


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 25 Mar 2025 10:00:00 +0000 Personiv Personiv 3314 In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession. Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years. What You’ll Learn: Why most financial advisors aren't financially free themselves How Chris went from millionaire to millions of dollars in debt and back again The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing The best passive income strategies that actually work today How alternative investments can provide better returns with lower risk In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession. Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years. What You’ll Learn: Why most financial advisors aren't financially free themselves How Chris went from millionaire to millions of dollars in debt and back again The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing The best passive income strategies that actually work today How alternative investments can provide better returns with lower risk Chris Miles, Cash Flow, Money Ripples, Alternative investments, Passive income, Financial freedom, Debt management, Real estate investing, Infinite banking, Cash flow management, Wealth building, Financial independence, investments, debt No No NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE https://podcasts.fame.so/e/xnvqrzl8-ngo-finance-secrets-care-s-900m-strategy-with-ranil-desilva-cfo-coo-at-care NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE 235 No No 71y7l6p1 In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management. With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis. In this episode, we discuss: How CARE manages a $900 million portfolio across 50 country offices The unique challenges of financial management in the NGO space How technological innovations are reshaping NGO operations In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management.


With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis.


In this episode, we discuss:
  • How CARE manages a $900 million portfolio across 50 country offices
  • The unique challenges of financial management in the NGO space
  • How technological innovations are reshaping NGO operations


Learn more about Ranil:
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 18 Mar 2025 10:00:00 +0000 Personiv Personiv 1789 In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management. With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis. In this episode, we discuss: How CARE manages a $900 million portfolio across 50 country offices The unique challenges of financial management in the NGO space How technological innovations are reshaping NGO operations In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management. With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis. In this episode, we discuss: How CARE manages a $900 million portfolio across 50 country offices The unique challenges of financial management in the NGO space How technological innovations are reshaping NGO operations No No Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata https://podcasts.fame.so/e/1820x2y8-cfos-the-chief-everything-officers-claire-bramley-teradata Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata 234 No No 209ql4j0 In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth. In this episode, we discuss: The evolution of the CFO role beyond traditional financial operations How Teradata implements rotation programs and cross-functional collaboration to develop talent The impact of AI and analytics on financial decision-making How modern CFOs balance traditional responsibilities with expanding strategic duties In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance.


With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth.


In this episode, we discuss:
  • The evolution of the CFO role beyond traditional financial operations
  • How Teradata implements rotation programs and cross-functional collaboration to develop talent
  • The impact of AI and analytics on financial decision-making
  • How modern CFOs balance traditional responsibilities with expanding strategic duties



Learn more about Claire:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 11 Mar 2025 10:00:00 +0000 Personiv Personiv 1964 In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth. In this episode, we discuss: The evolution of the CFO role beyond traditional financial operations How Teradata implements rotation programs and cross-functional collaboration to develop talent The impact of AI and analytics on financial decision-making How modern CFOs balance traditional responsibilities with expanding strategic duties In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth. In this episode, we discuss: The evolution of the CFO role beyond traditional financial operations How Teradata implements rotation programs and cross-functional collaboration to develop talent The impact of AI and analytics on financial decision-making How modern CFOs balance traditional responsibilities with expanding strategic duties Claire Bramley, CFO responsibilities, Finance transformation, CFO leadership, Digital transformation finance, Strategic CFO role, Business partnership finance, Financial decision making, AI in finance, teradata No No Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich https://podcasts.fame.so/e/p8m51ww8-rethinking-leadership-ditch-tradition-drive-impact-with-rick-yvanov Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich 233 No No 70vlz990 In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation. In this episode, we discuss: The transformative role of emotional intelligence in effective leadership and strategic decision-making The reasons traditional business models are struggling and how organizations can adapt to thrive Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation Why hiring for attitude and potential is more impactful than focusing solely on technical skills The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change.
Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation.


In this episode, we discuss:
  • The transformative role of emotional intelligence in effective leadership and strategic decision-making
  • The reasons traditional business models are struggling and how organizations can adapt to thrive
  • Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation
  • Why hiring for attitude and potential is more impactful than focusing solely on technical skills
  • The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation


Learn more about Rick:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 04 Mar 2025 10:00:00 +0000 Personiv Personiv 3347 In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation. In this episode, we discuss: The transformative role of emotional intelligence in effective leadership and strategic decision-making The reasons traditional business models are struggling and how organizations can adapt to thrive Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation Why hiring for attitude and potential is more impactful than focusing solely on technical skills The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation. In this episode, we discuss: The transformative role of emotional intelligence in effective leadership and strategic decision-making The reasons traditional business models are struggling and how organizations can adapt to thrive Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation Why hiring for attitude and potential is more impactful than focusing solely on technical skills The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation Rick Yvanovich, TRG International, Pj’s Coffee, Great People inside, Business as Unusual, Leadership Strategies, Emotional Intelligence, Talent Management, Future of Work, Company Culture, CFO Leadership, Hiring Strategies, Employee Engagement, Business Growth, AI in HR No No Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie https://podcasts.fame.so/e/lnq27458-six-sigma-master-black-belt-william-washington-baker-mckenzie Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie 232 No No 81nkmx30 In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership. In this episode, we discuss: How the Six Sigma methodologies transform financial operations and process improvement The unique challenges of financial leadership in law firms The importance of authentic leadership and creating a culture where "trying is not a failure" What impact does AI have on financial operations In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution.


As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership.


In this episode, we discuss:
  • How the Six Sigma methodologies transform financial operations and process improvement
  • The unique challenges of financial leadership in law firms
  • The importance of authentic leadership and creating a culture where "trying is not a failure"
  • What impact does AI have on financial operations


Learn more about William:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Episode resources:
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

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]]> Tue, 25 Feb 2025 10:00:00 +0000 Personiv Personiv 1948 In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership. In this episode, we discuss: How the Six Sigma methodologies transform financial operations and process improvement The unique challenges of financial leadership in law firms The importance of authentic leadership and creating a culture where "trying is not a failure" What impact does AI have on financial operations In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership. In this episode, we discuss: How the Six Sigma methodologies transform financial operations and process improvement The unique challenges of financial leadership in law firms The importance of authentic leadership and creating a culture where "trying is not a failure" What impact does AI have on financial operations William Washington, Lean Six Sigma master black belt, CFO leadership strategies, Financial leadership development, Six Sigma in finance, Legal industry finance, Process improvement finance, Financial operations efficiency, Strategic financial planning, Financial leadership skills No No The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase https://podcasts.fame.so/e/rnkmx7vn-digital-banking-revolution-alex-jimenez-backbase The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase 231 No No 70w7y6w0 In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI. Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee. In this episode, we discuss: Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade How C-suite alignment and CEO commitment are essential for meaningful organizational change What is progressive modernization The impact of AI and machine learning on banking's future In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.


Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI.
Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee.


In this episode, we discuss:
  • Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade
  • How C-suite alignment and CEO commitment are essential for meaningful organizational change
  • What is progressive modernization
  • The impact of AI and machine learning on banking's future


Learn more about Alex:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 18 Feb 2025 10:00:00 +0000 Personiv Personiv 2063 In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI. Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee. In this episode, we discuss: Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade How C-suite alignment and CEO commitment are essential for meaningful organizational change What is progressive modernization The impact of AI and machine learning on banking's future In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI. Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee. In this episode, we discuss: Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade How C-suite alignment and CEO commitment are essential for meaningful organizational change What is progressive modernization The impact of AI and machine learning on banking's future Alex Jimenez, CFO digital transformation, Bank technology implementation, Digital transformation banking, Banking technology modernization, Financial services innovation, Customer experience banking, Digital banking strategy, Bank modernization challenges, Progressive modernization banking, Banking customer engagement, Digital banking platforms, Legacy system replacement No No What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace https://podcasts.fame.so/e/p8lx6368-what-cfos-need-to-know-2025-jim-benson-dynatrace What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace 230 No No x1lnp4p1 In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard. In this episode, we discuss: The evolution of the CFO role from traditional financial steward to strategic business partner What are the critical components of modernizing finance functions How CFOs can leverage data analytics and storytelling to drive better decision-making CFO's expanding role in driving company-wide alignment and growth In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025.


Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard.


In this episode, we discuss:
  • The evolution of the CFO role from traditional financial steward to strategic business partner
  • What are the critical components of modernizing finance functions
  • How CFOs can leverage data analytics and storytelling to drive better decision-making
  • CFO's expanding role in driving company-wide alignment and growth


Learn more about Jim:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 11 Feb 2025 10:00:00 +0000 Personiv Personiv 2014 In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard. In this episode, we discuss: The evolution of the CFO role from traditional financial steward to strategic business partner What are the critical components of modernizing finance functions How CFOs can leverage data analytics and storytelling to drive better decision-making CFO's expanding role in driving company-wide alignment and growth In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard. In this episode, we discuss: The evolution of the CFO role from traditional financial steward to strategic business partner What are the critical components of modernizing finance functions How CFOs can leverage data analytics and storytelling to drive better decision-making CFO's expanding role in driving company-wide alignment and growth Jim Benson, Dynatrace, CFO modernization strategies, Finance function transformation, Financial leadership evolution, CFO succession planning, Modern CFO role, Finance team development, Business process optimization, Financial data analytics, Finance automation, CFO business partnership, Strategic financial planning, Finance team talent development No No Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares https://podcasts.fame.so/e/28x07rk8-why-best-cfos-master-storytellers-luigi-testa-cfo-linksquares Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares 229 No No 60m6nq71 In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia. In this episode, we discuss: Luigi's journey in the tech and finance sectors How understanding the narrative behind the numbers is crucial for effective communication within a company Insights on transitioning from a variable revenue model to a SaaS model Fundraising strategies for growth-stage companies In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech.


With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia.


In this episode, we discuss:
  • Luigi's journey in the tech and finance sectors
  • How understanding the narrative behind the numbers is crucial for effective communication within a company
  • Insights on transitioning from a variable revenue model to a SaaS model
  • Fundraising strategies for growth-stage companies


Learn more about Luigi:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 04 Feb 2025 10:00:00 +0000 Personiv Personiv 1501 In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia. In this episode, we discuss: Luigi's journey in the tech and finance sectors How understanding the narrative behind the numbers is crucial for effective communication within a company Insights on transitioning from a variable revenue model to a SaaS model Fundraising strategies for growth-stage companies In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia. In this episode, we discuss: Luigi's journey in the tech and finance sectors How understanding the narrative behind the numbers is crucial for effective communication within a company Insights on transitioning from a variable revenue model to a SaaS model Fundraising strategies for growth-stage companies No No Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle https://podcasts.fame.so/e/mn4xr97n-why-cfos-must-embrace-ai-with-keith-causey Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle 228 No No x06lpmj0 In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so. In this episode, we discuss: The significant role of cloud technology in modern finance How AI is revolutionizing traditional finance functions Cultural challenges that organizations face when implementing AI The future of finance and exciting trends in AI In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation.


Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so.


In this episode, we discuss:
  • The significant role of cloud technology in modern finance
  • How AI is revolutionizing traditional finance functions
  • Cultural challenges that organizations face when implementing AI
  • The future of finance and exciting trends in AI


Learn more about Keith:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 28 Jan 2025 10:00:00 +0000 Personiv Personiv 1799 In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so. In this episode, we discuss: The significant role of cloud technology in modern finance How AI is revolutionizing traditional finance functions Cultural challenges that organizations face when implementing AI The future of finance and exciting trends in AI In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so. In this episode, we discuss: The significant role of cloud technology in modern finance How AI is revolutionizing traditional finance functions Cultural challenges that organizations face when implementing AI The future of finance and exciting trends in AI Keith Causey, AI in finance, Cloud ERP, Financial transformation, Strategic financial management, Automation in finance, Data-driven decision making, Financial insights with AI, AI tools for CFOs, Change management in finance, Finance leadership strategies, Cloud technology in finance, AI-driven finance solutions No No Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech https://podcasts.fame.so/e/xn14pqz8-budget-smarter-not-harder-with-cj-gustafson Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech 227 No No 703pl651 In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead. CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy. In this episode, we discuss: The role of storytelling in finance Key financial metrics to prioritize during the budgeting process Common pitfalls companies face during budgeting and how to overcome them The integration of data analytics and AI into budgeting In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead.


CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy.


In this episode, we discuss:
  • The role of storytelling in finance
  • Key financial metrics to prioritize during the budgeting process
  • Common pitfalls companies face during budgeting and how to overcome them
  • The integration of data analytics and AI into budgeting


Learn more about CJ:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 21 Jan 2025 10:00:00 +0000 Personiv Personiv 1448 In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead. CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy. In this episode, we discuss: The role of storytelling in finance Key financial metrics to prioritize during the budgeting process Common pitfalls companies face during budgeting and how to overcome them The integration of data analytics and AI into budgeting In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead. CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy. In this episode, we discuss: The role of storytelling in finance Key financial metrics to prioritize during the budgeting process Common pitfalls companies face during budgeting and how to overcome them The integration of data analytics and AI into budgeting CJ Gustafson, Annual planning, Financial metrics, Budgeting strategies, Budgeting for tech companies, Financial leadership for CFOs, Strategic planning for finance teams, Metrics for business growth, Financial storytelling, Data-driven budgeting No No Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix https://podcasts.fame.so/e/pnlx62kn-secrets-of-a-tech-savvy-cfo-with-aaron-levine Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix 226 No No x0lnpj90 In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more. In this episode, we discuss: The importance of technology integration to improve decision-making How Prophix's technology impacts decision-making and collaboration within finance teams The growing demand for tech-savvy finance professionals What skills future financial leaders must possess to succeed In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams.


Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more.


In this episode, we discuss:
  • The importance of technology integration to improve decision-making
  • How Prophix's technology impacts decision-making and collaboration within finance teams
  • The growing demand for tech-savvy finance professionals
  • What skills future financial leaders must possess to succeed



Learn more about Aaron:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Jan 2025 10:00:00 +0000 Personiv Personiv 1688 In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more. In this episode, we discuss: The importance of technology integration to improve decision-making How Prophix's technology impacts decision-making and collaboration within finance teams The growing demand for tech-savvy finance professionals What skills future financial leaders must possess to succeed In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more. In this episode, we discuss: The importance of technology integration to improve decision-making How Prophix's technology impacts decision-making and collaboration within finance teams The growing demand for tech-savvy finance professionals What skills future financial leaders must possess to succeed Aaron Levine, CFO leadership, CFO technology, Financial technology, Data-driven finance, Finance team efficiency, Technology for CFOs, Financial data integration, Technology adoption in finance, Corporate finance technology trends No No The AI-Powered Future of Cash Flow with Carlos Vega, Co-Founder and CEO of Tesorio https://podcasts.fame.so/e/183m7r48-the-ai-powered-future-of-cash-flow-with-carlos-vega The AI-Powered Future of Cash Flow with Carlos Vega, Co-Founder and CEO of Tesorio 225 No No m0j2w3z0 In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth. In this episode, we discuss: The transformative role of AI in the invoicing and payment collection process How "connected financial operations" integrate various financial processes to provide a real-time view of cash flow The role of real-time data in improving cash flow management What the future of invoicing and payment collection will look like In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations.


With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth.


In this episode, we discuss:
  • The transformative role of AI in the invoicing and payment collection process
  • How "connected financial operations" integrate various financial processes to provide a real-time view of cash flow
  • The role of real-time data in improving cash flow management
  • What the future of invoicing and payment collection will look like


Learn more about Carlos:

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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 07 Jan 2025 10:00:00 +0000 Personiv Personiv 1737 In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth. In this episode, we discuss: The transformative role of AI in the invoicing and payment collection process How "connected financial operations" integrate various financial processes to provide a real-time view of cash flow The role of real-time data in improving cash flow management What the future of invoicing and payment collection will look like In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth. In this episode, we discuss: The transformative role of AI in the invoicing and payment collection process How "connected financial operations" integrate various financial processes to provide a real-time view of cash flow The role of real-time data in improving cash flow management What the future of invoicing and payment collection will look like Carlos Vega, AI in finance, Cash flow management, Real-time data analytics, AI tools for finance teams, Workflow automation in finance, Cash flow strategies for businesses, AI-driven financial insights, Connected financial operations, Automation in accounting No No The Business of Doing Good with Sam Wehbe, CFO at Medical Teams International https://podcasts.fame.so/e/r8km60z8-the-business-of-doing-good-with-sam-wehbe The Business of Doing Good with Sam Wehbe, CFO at Medical Teams International 224 No No 71w7mp21 In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies that support humanitarian efforts. Sam is an experienced financial management and compliance executive with 20 years of experience in international development and the non-profit sector. Over their career, Sam has successfully managed over $2 billion in donor funds and held key financial roles both in the US and internationally at organizations like Social Impact, Nexant, and Creative Associates International. In this episode, we discuss: The unique financial landscape of nonprofits How sound financial management drives positive change Adapting financial structures to navigate funding shortfalls Transparency and accountability in managing donor funds Emerging trends in nonprofit financial management In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies that support humanitarian efforts.

Sam is an experienced financial management and compliance executive with 20 years of experience in international development and the non-profit sector. Over their career, Sam has successfully managed over $2 billion in donor funds and held key financial roles both in the US and internationally at organizations like Social Impact, Nexant, and Creative Associates International.

In this episode, we discuss:

  • The unique financial landscape of nonprofits
  • How sound financial management drives positive change
  • Adapting financial structures to navigate funding shortfalls
  • Transparency and accountability in managing donor funds
  • Emerging trends in nonprofit financial management

Learn more about Sam:
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If you enjoyed this episode, then please either:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 17 Dec 2024 10:00:00 +0000 Personiv Personiv 1745 In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies that support humanitarian efforts. Sam is an experienced financial management and compliance executive with 20 years of experience in international development and the non-profit sector. Over their career, Sam has successfully managed over $2 billion in donor funds and held key financial roles both in the US and internationally at organizations like Social Impact, Nexant, and Creative Associates International. In this episode, we discuss: The unique financial landscape of nonprofits How sound financial management drives positive change Adapting financial structures to navigate funding shortfalls Transparency and accountability in managing donor funds Emerging trends in nonprofit financial management In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies that support humanitarian efforts. Sam is an experienced financial management and compliance executive with 20 years of experience in international development and the non-profit sector. Over their career, Sam has successfully managed over $2 billion in donor funds and held key financial roles both in the US and internationally at organizations like Social Impact, Nexant, and Creative Associates International. In this episode, we discuss: The unique financial landscape of nonprofits How sound financial management drives positive change Adapting financial structures to navigate funding shortfalls Transparency and accountability in managing donor funds Emerging trends in nonprofit financial management Sam Wehbe, Nonprofit financial management, Social impact in nonprofits, Financial resilience in nonprofits, Funding diversification strategies, Nonprofit sector challenges, Effective donor fund management, Financial health in humanitarian efforts, Crisis management in nonprofits No No Building Value Through Financial Analysis with Karl Maier, Founder of Abunden https://podcasts.fame.so/e/0nj03w2n-building-value-through-financial-analysis-with-karl-maier Building Value Through Financial Analysis with Karl Maier, Founder of Abunden 223 No No 40pmjl41 In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and business advisor, Karl has played a key role in doubling sales at five companies in just two years by expanding credit lines, leading acquisitions, and enhancing profitability. Karl brings over three decades of experience in financial leadership and consulting. He founded Abunden to help private companies enhance their financial strategies through innovative pricing, systems implementation, and cash flow management. Before founding Abunden, Karl worked in corporate finance and helped grow his family's business 5x in three years. In this episode, we discuss: How to effectively communicate financial concepts to non-financial stakeholders The importance of cash flow management in growing businesses Strategies for developing effective pricing models Managing financial transitions including M&A and turnarounds Building Resilient Finance Teams In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and business advisor, Karl has played a key role in doubling sales at five companies in just two years by expanding credit lines, leading acquisitions, and enhancing profitability.

Karl brings over three decades of experience in financial leadership and consulting. He founded Abunden to help private companies enhance their financial strategies through innovative pricing, systems implementation, and cash flow management. Before founding Abunden, Karl worked in corporate finance and helped grow his family's business 5x in three years.

In this episode, we discuss:
  • How to effectively communicate financial concepts to non-financial stakeholders
  • The importance of cash flow management in growing businesses
  • Strategies for developing effective pricing models
  • Managing financial transitions including M&A and turnarounds
  • Building Resilient Finance Teams

Learn more about Karl:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 10 Dec 2024 10:00:00 +0000 Personiv Personiv 1818 In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and business advisor, Karl has played a key role in doubling sales at five companies in just two years by expanding credit lines, leading acquisitions, and enhancing profitability. Karl brings over three decades of experience in financial leadership and consulting. He founded Abunden to help private companies enhance their financial strategies through innovative pricing, systems implementation, and cash flow management. Before founding Abunden, Karl worked in corporate finance and helped grow his family's business 5x in three years. In this episode, we discuss: How to effectively communicate financial concepts to non-financial stakeholders The importance of cash flow management in growing businesses Strategies for developing effective pricing models Managing financial transitions including M&A and turnarounds Building Resilient Finance Teams In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and business advisor, Karl has played a key role in doubling sales at five companies in just two years by expanding credit lines, leading acquisitions, and enhancing profitability. Karl brings over three decades of experience in financial leadership and consulting. He founded Abunden to help private companies enhance their financial strategies through innovative pricing, systems implementation, and cash flow management. Before founding Abunden, Karl worked in corporate finance and helped grow his family's business 5x in three years. In this episode, we discuss: How to effectively communicate financial concepts to non-financial stakeholders The importance of cash flow management in growing businesses Strategies for developing effective pricing models Managing financial transitions including M&A and turnarounds Building Resilient Finance Teams Karl Maier, Abunden, Financial analysis, Cash flow management, Strategic pricing, Business turnaround, Financial leadership, Finance communication, Business scaling, M&A strategy No No CFOs Meet Generative AI with Monica Proothi, Partner and Global Finance Transformation Lead for IBM https://podcasts.fame.so/e/xnvqx648-cfos-meet-generative-ai-with-monica-proothi CFOs Meet Generative AI with Monica Proothi, Partner and Global Finance Transformation Lead for IBM 222 No No 71y7xzj1 In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and the ethical considerations of AI. Monica brings over 20 years of experience in finance transformation across both consulting and industry roles. Known for driving hyper-growth and productivity, she specializes in reshaping finance operating models through people-centered transformations, ERP modernization, intelligent operations, and data-driven technology solutions. Before IBM, Monica held various finance roles at Accenture, Morgan Stanley, and UBS. In this episode, we discuss: How to leverage generative AI for finance transformation Upskilling finance professionals for an AI-driven future The role of DEI in building stronger finance teams Why CFOs must partner with CTOs The ethical landscape of AI in finance In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and the ethical considerations of AI.

Monica brings over 20  years of experience in finance transformation across both consulting and industry roles. Known for driving hyper-growth and productivity, she specializes in reshaping finance operating models through people-centered transformations, ERP modernization, intelligent operations, and data-driven technology solutions. Before IBM, Monica held various finance roles at Accenture, Morgan Stanley, and UBS.

In this episode, we discuss:
  • How to leverage generative AI for finance transformation
  • Upskilling finance professionals for an AI-driven future
  • The role of DEI in building stronger finance teams
  • Why CFOs must partner with CTOs
  • The ethical landscape of AI in finance

Learn more about Monica:
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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 03 Dec 2024 10:00:00 +0000 Personiv Personiv 1628 In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and the ethical considerations of AI. Monica brings over 20 years of experience in finance transformation across both consulting and industry roles. Known for driving hyper-growth and productivity, she specializes in reshaping finance operating models through people-centered transformations, ERP modernization, intelligent operations, and data-driven technology solutions. Before IBM, Monica held various finance roles at Accenture, Morgan Stanley, and UBS. In this episode, we discuss: How to leverage generative AI for finance transformation Upskilling finance professionals for an AI-driven future The role of DEI in building stronger finance teams Why CFOs must partner with CTOs The ethical landscape of AI in finance In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and the ethical considerations of AI. Monica brings over 20 years of experience in finance transformation across both consulting and industry roles. Known for driving hyper-growth and productivity, she specializes in reshaping finance operating models through people-centered transformations, ERP modernization, intelligent operations, and data-driven technology solutions. Before IBM, Monica held various finance roles at Accenture, Morgan Stanley, and UBS. In this episode, we discuss: How to leverage generative AI for finance transformation Upskilling finance professionals for an AI-driven future The role of DEI in building stronger finance teams Why CFOs must partner with CTOs The ethical landscape of AI in finance Monica Proothi, IBM, Chief, Executive women, AI, Future of finance, Generative AI in finance, Finance transformation, Ethical considerations of AI, Finance leadership strategies, DEI in finance, Upskilling finance professionals No No Key Lessons in Financial Leadership with Eric Muhlheim, CFO at Mozilla https://podcasts.fame.so/e/2n61x9v8-key-lessons-in-financial-leadership-with-eric-muhlheim Key Lessons in Financial Leadership with Eric Muhlheim, CFO at Mozilla 221 No No j022qn30 In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of transparency in leadership, and how AI is reshaping finance. Eric is an experienced finance executive who combines a rigorous analytical mindset with operational expertise in developing and leading organizations. In addition to his role at Mozilla, Eric is the Owner of HLH Bizworks and HLH Yeastworks, a Founding Member of Journey CxO, and a Member Of The Board Of Advisors at Deep Knowledge Investing. Before that, he worked for companies such as Morgan Stanley, The Walt Disney Company, Helix Education, OpenX, and BuzzFeed. In this episode, we discuss: How Mozilla balances innovation with sustainability Why transparency is key to thriving through change The profit-by-product framework for better investment decision-making Aligning teams and optimizing costs for growth In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of transparency in leadership, and how AI is reshaping finance.

Eric is an experienced finance executive who combines a rigorous analytical mindset with operational expertise in developing and leading organizations. In addition to his role at Mozilla, Eric is the Owner of HLH Bizworks and HLH Yeastworks, a Founding Member of Journey CxO, and a Member Of The Board Of Advisors at Deep Knowledge Investing. Before that, he worked for companies such as Morgan Stanley, The Walt Disney Company, Helix Education, OpenX, and BuzzFeed.

In this episode, we discuss:
  • How Mozilla balances innovation with sustainability
  • Why transparency is key to thriving through change
  • The profit-by-product framework for better investment decision-making
  • Aligning teams and optimizing costs for growth

Learn more about Eric:
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]]> Tue, 26 Nov 2024 10:00:00 +0000 Personiv Personiv 2051 In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of transparency in leadership, and how AI is reshaping finance. Eric is an experienced finance executive who combines a rigorous analytical mindset with operational expertise in developing and leading organizations. In addition to his role at Mozilla, Eric is the Owner of HLH Bizworks and HLH Yeastworks, a Founding Member of Journey CxO, and a Member Of The Board Of Advisors at Deep Knowledge Investing. Before that, he worked for companies such as Morgan Stanley, The Walt Disney Company, Helix Education, OpenX, and BuzzFeed. In this episode, we discuss: How Mozilla balances innovation with sustainability Why transparency is key to thriving through change The profit-by-product framework for better investment decision-making Aligning teams and optimizing costs for growth In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of transparency in leadership, and how AI is reshaping finance. Eric is an experienced finance executive who combines a rigorous analytical mindset with operational expertise in developing and leading organizations. In addition to his role at Mozilla, Eric is the Owner of HLH Bizworks and HLH Yeastworks, a Founding Member of Journey CxO, and a Member Of The Board Of Advisors at Deep Knowledge Investing. Before that, he worked for companies such as Morgan Stanley, The Walt Disney Company, Helix Education, OpenX, and BuzzFeed. In this episode, we discuss: How Mozilla balances innovation with sustainability Why transparency is key to thriving through change The profit-by-product framework for better investment decision-making Aligning teams and optimizing costs for growth Eric Muhlheim, Mozilla CFO, Financial leadership in tech, Scaling SaaS and digital media operations, SaaS financial strategies, Financial transparency, AI in finance, Operational strategy for CFOs, Developing high-performing finance teams, Data-driven decision-making in finance No No The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro, Managing Partner at BCDN Advisors https://podcasts.fame.so/e/x8vqx15n-the-cfo-s-new-playbook-in-the-age-of-technology-with-beatty-d-alessandro The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro, Managing Partner at BCDN Advisors 223 No No 70y7xq80 The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro. Beatty is currently the Executive In Residence - Graduate Finance Program at Georgia State University. He also served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion. In this episode, we discuss: The evolution of the CFO from accounting to strategic leadership The strategic path to CFO success How a CFO should evaluate and leverage risks and opportunities The CFO role in a large public organization versus smaller, non-public companies AI and Modern Finance The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro.

Beatty is currently the Executive In Residence - Graduate Finance Program at Georgia State University. He also served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion.

In this episode, we discuss:
  • The evolution of the CFO from accounting to strategic leadership
  • The strategic path to CFO success
  • How a CFO should evaluate and leverage risks and opportunities
  • The CFO role in a large public organization versus smaller, non-public companies
  • AI and Modern Finance

Learn more about Beatty:
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]]> Tue, 19 Nov 2024 10:00:00 +0000 Personiv Personiv 3283 The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro. Beatty is currently the Executive In Residence - Graduate Finance Program at Georgia State University. He also served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion. In this episode, we discuss: The evolution of the CFO from accounting to strategic leadership The strategic path to CFO success How a CFO should evaluate and leverage risks and opportunities The CFO role in a large public organization versus smaller, non-public companies AI and Modern Finance The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro. Beatty is currently the Executive In Residence - Graduate Finance Program at Georgia State University. He also served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion. In this episode, we discuss: The evolution of the CFO from accounting to strategic leadership The strategic path to CFO success How a CFO should evaluate and leverage risks and opportunities The CFO role in a large public organization versus smaller, non-public companies AI and Modern Finance Beatty D'Alessandro, Georgia State University, CFO, Evoulution of CFO, Graduate of finance, strategic leadership, CFO Role No No Scaling Finance in Tech with Howard Wilson, CFO at PagerDuty https://podcasts.fame.so/e/rn7y5pwn-scaling-finance-in-tech-with-howard-wilson Scaling Finance in Tech with Howard Wilson, CFO at PagerDuty 220 No No k18m95k0 In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centric mindset, and the role of technology and data analytics in decision-making. Howard brings over 20 years of experience in software and operational management to his role as CFO at PagerDuty, where he leads the finance organization to support the company's growth and scaling initiatives. Before joining PagerDuty, Howard managed the SaaS business at Dynatrace and was Chief Operating Officer at Keynote Systems. He also served as Senior Vice President of Field Operations at Ventyx Biosciences and spent 14 years at Oracle in various senior leadership roles. In this episode, we discuss: Why CFOs are the new “Chief Everything Officers” The importance of aligning the commercial and financial strategies How technology and data analytics are shaping the future of finance Managing finance in a customer-centric environment Balancing strategic planning with operational execution Key strategies for scaling finance operations in tech In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centric mindset, and the role of technology and data analytics in decision-making.

Howard brings over 20 years of experience in software and operational management to his role as CFO at PagerDuty, where he leads the finance organization to support the company's growth and scaling initiatives. Before joining PagerDuty, Howard managed the SaaS business at Dynatrace and was Chief Operating Officer at Keynote Systems. He also served as Senior Vice President of Field Operations at Ventyx Biosciences and spent 14 years at Oracle in various senior leadership roles.

In this episode, we discuss:
  • Why CFOs are the new “Chief Everything Officers”
  • The importance of aligning the commercial and financial strategies
  • How technology and data analytics are shaping the future of finance
  • Managing finance in a customer-centric environment
  • Balancing strategic planning with operational execution
  • Key strategies for scaling finance operations in tech

Learn more about Howard:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 12 Nov 2024 10:00:00 +0000 Personiv Personiv 2021 In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centric mindset, and the role of technology and data analytics in decision-making. Howard brings over 20 years of experience in software and operational management to his role as CFO at PagerDuty, where he leads the finance organization to support the company's growth and scaling initiatives. Before joining PagerDuty, Howard managed the SaaS business at Dynatrace and was Chief Operating Officer at Keynote Systems. He also served as Senior Vice President of Field Operations at Ventyx Biosciences and spent 14 years at Oracle in various senior leadership roles. In this episode, we discuss: Why CFOs are the new “Chief Everything Officers” The importance of aligning the commercial and financial strategies How technology and data analytics are shaping the future of finance Managing finance in a customer-centric environment Balancing strategic planning with operational execution Key strategies for scaling finance operations in tech In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centric mindset, and the role of technology and data analytics in decision-making. Howard brings over 20 years of experience in software and operational management to his role as CFO at PagerDuty, where he leads the finance organization to support the company's growth and scaling initiatives. Before joining PagerDuty, Howard managed the SaaS business at Dynatrace and was Chief Operating Officer at Keynote Systems. He also served as Senior Vice President of Field Operations at Ventyx Biosciences and spent 14 years at Oracle in various senior leadership roles. In this episode, we discuss: Why CFOs are the new “Chief Everything Officers” The importance of aligning the commercial and financial strategies How technology and data analytics are shaping the future of finance Managing finance in a customer-centric environment Balancing strategic planning with operational execution Key strategies for scaling finance operations in tech Howard Wilson, Scaling finance operations, CFO role evolution, Finance and technology integration, Strategic planning in finance, customer-centric finance, Financial decision-making tools, AI and automation in finance, Finance leadership strategies, scaling, AI, AI and Finance, future of finance No No The CFO's Role in Shaping Higher Education with John Ferrari, VP of Finance and Administration at Northern Virginia Community College https://podcasts.fame.so/e/68rr75x8-the-cfo-s-role-in-shaping-higher-education-with-john-ferrari The CFO's Role in Shaping Higher Education with John Ferrari, VP of Finance and Administration at Northern Virginia Community College 219 No No 8056r321 In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes. John is a senior executive with expertise in business reengineering, data analytics implementation, and financial management. Besides his role at NOVA, he is also a Board Member of AAFMAA, a Non-Resident Senior Fellow for the American Enterprise Institute, and a Senior Strategy Mentor for Strategic Education International. In this episode, we discuss: How John is driving student success with strategy and data Driving collaboration through transparency and team empowerment Change management strategies for CFOs How the role of a CFO is evolving to incorporate a more customer-focused approach Cultivating future leaders in finance In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes.

John is a senior executive with expertise in business reengineering, data analytics implementation, and financial management. Besides his role at NOVA, he is also a Board Member of AAFMAA, a Non-Resident Senior Fellow for the American Enterprise Institute, and a Senior Strategy Mentor for Strategic Education International.

In this episode, we discuss:
  • How John is driving student success with strategy and data
  • Driving collaboration through transparency and team empowerment
  • Change management strategies for CFOs
  • How the role of a CFO is evolving to incorporate a more customer-focused approach
  • Cultivating future leaders in finance

Learn more about John:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 05 Nov 2024 10:00:00 +0000 Personiv Personiv 2180 In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes. John is a senior executive with expertise in business reengineering, data analytics implementation, and financial management. Besides his role at NOVA, he is also a Board Member of AAFMAA, a Non-Resident Senior Fellow for the American Enterprise Institute, and a Senior Strategy Mentor for Strategic Education International. In this episode, we discuss: How John is driving student success with strategy and data Driving collaboration through transparency and team empowerment Change management strategies for CFOs How the role of a CFO is evolving to incorporate a more customer-focused approach Cultivating future leaders in finance In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes. John is a senior executive with expertise in business reengineering, data analytics implementation, and financial management. Besides his role at NOVA, he is also a Board Member of AAFMAA, a Non-Resident Senior Fellow for the American Enterprise Institute, and a Senior Strategy Mentor for Strategic Education International. In this episode, we discuss: How John is driving student success with strategy and data Driving collaboration through transparency and team empowerment Change management strategies for CFOs How the role of a CFO is evolving to incorporate a more customer-focused approach Cultivating future leaders in finance John Ferrari, CFO in higher education, Strategic CFO, Strategic leadership in finance, Data-driven decision-making in education, Financial stewardship in community colleges, Change management in higher education, Customer-centric approach in education, Professional development in finance, Innovation in financial leadership No No The CFO Trifecta Unpacked with Michelle DeBella, CFO at JumpCloud https://podcasts.fame.so/e/x814266n-the-cfo-trifecta-unpacked-with-michelle-debella The CFO Trifecta Unpacked with Michelle DeBella, CFO at JumpCloud 218 No No 713pr770 In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear communication and mentorship. Michelle is a dynamic, results-oriented finance executive with over 15 years in public accounting, followed by 10+ years in VP/C-Suite roles in companies such as Knock, Lyft, Uber, Hewlett Packard, Ernst & Young, and Coram Healthcare. Michelle is also an Official Member and Finance Thought Leader for the Forbes Finance Council. In this episode, we discuss: The key elements of successful finance transformation Critical qualities a CFO has to possess to manage diverse teams How to leverage finance data and AI for business growth Storytelling and mentorship in finance In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear communication and mentorship.

Michelle is a dynamic, results-oriented finance executive with over 15 years in public accounting, followed by 10+ years in VP/C-Suite roles in companies such as Knock, Lyft, Uber, Hewlett Packard, Ernst & Young, and Coram Healthcare. Michelle is also an Official Member and Finance Thought Leader for the Forbes Finance Council.

In this episode, we discuss:
  • The key elements of successful finance transformation
  • Critical qualities a CFO has to possess to manage diverse teams
  • How to leverage finance data and AI for business growth
  • Storytelling and mentorship in finance

Learn more about Michelle:
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Check out some of our most recent episodes:
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]]> Tue, 29 Oct 2024 10:00:00 +0000 Personiv Personiv 2485 In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear communication and mentorship. Michelle is a dynamic, results-oriented finance executive with over 15 years in public accounting, followed by 10+ years in VP/C-Suite roles in companies such as Knock, Lyft, Uber, Hewlett Packard, Ernst & Young, and Coram Healthcare. Michelle is also an Official Member and Finance Thought Leader for the Forbes Finance Council. In this episode, we discuss: The key elements of successful finance transformation Critical qualities a CFO has to possess to manage diverse teams How to leverage finance data and AI for business growth Storytelling and mentorship in finance In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear communication and mentorship. Michelle is a dynamic, results-oriented finance executive with over 15 years in public accounting, followed by 10+ years in VP/C-Suite roles in companies such as Knock, Lyft, Uber, Hewlett Packard, Ernst & Young, and Coram Healthcare. Michelle is also an Official Member and Finance Thought Leader for the Forbes Finance Council. In this episode, we discuss: The key elements of successful finance transformation Critical qualities a CFO has to possess to manage diverse teams How to leverage finance data and AI for business growth Storytelling and mentorship in finance No No Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman, Interim CFO and Finance Director at Seidman Financial https://podcasts.fame.so/e/1820r6k8-transforming-the-four-fp-a-key-pillars-for-business-success-with-carl-seidman Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman, Interim CFO and Finance Director at Seidman Financial 219 No No 209q96x0 In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: What does transforming FP&A look like? What are the four key pillars of FP&A? What's the difference between the FP&A function in small versus large organizations? Why is there a need for FP&A professionals to be entrenched in other business functions' operations? How does technology make finance a seamless part of a company's operations? How can finance leaders promote financial responsibility and accountability cultures? In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.

Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.

In this episode, we discuss:
  • What does transforming FP&A look like?
  • What are the four key pillars of FP&A?
  • What's the difference between the FP&A function in small versus large organizations?
  • Why is there a need for FP&A professionals to be entrenched in other business functions' operations?
  • How does technology make finance a seamless part of a company's operations?
  • How can finance leaders promote financial responsibility and accountability cultures?

Learn more about Carl:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Oct 2024 10:00:00 +0000 Personiv Personiv 2851 In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: What does transforming FP&A look like? What are the four key pillars of FP&A? What's the difference between the FP&A function in small versus large organizations? Why is there a need for FP&A professionals to be entrenched in other business functions' operations? How does technology make finance a seamless part of a company's operations? How can finance leaders promote financial responsibility and accountability cultures? In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: What does transforming FP&A look like? What are the four key pillars of FP&A? What's the difference between the FP&A function in small versus large organizations? Why is there a need for FP&A professionals to be entrenched in other business functions' operations? How does technology make finance a seamless part of a company's operations? How can finance leaders promote financial responsibility and accountability cultures? Carl Seidman, Seidmann Financial, CFO, Megan Weis No No Inside Government Finance with Tonya Johnson-Simmons, Deputy Chief Financial Officer & Director of Financial Management of the U.S. Department of the Interior https://podcasts.fame.so/e/v855j1p8-inside-government-finance-with-tonya-johnson-simmons Inside Government Finance with Tonya Johnson-Simmons, Deputy Chief Financial Officer & Director of Financial Management of the U.S. Department of the Interior 217 No No 81qq3wp1 In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership while tackling significant financial challenges. With over 30 years of experience in the federal government, Tonya is currently overseeing a $159 billion portfolio at the Department of the Interior. Her expertise spans financial reporting and analysis, cost accounting, internal controls, financial policy, audits, and the Agency's Financial Report (AFR). Tonya previously worked for the U.S. Office of Personnel Management and was the Director of the Financial Operations Division for the USDA. In this episode, we discuss: - The evolution of the government CFO - Strategies for managing a $159 billion portfolio - Harnessing AI and awareness to combat cybersecurity threats - How to cultivate trust in financial accountability - Empowering finance teams for tomorrow’s challenges In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership while tackling significant financial challenges.

With over 30 years of experience in the federal government, Tonya is currently overseeing a  $159 billion portfolio at the Department of the Interior. Her expertise spans financial reporting and analysis, cost accounting, internal controls, financial policy, audits, and the Agency's Financial Report (AFR). Tonya previously worked for the U.S. Office of Personnel Management and was the Director of the Financial Operations Division for the USDA.

In this episode, we discuss:
  • The evolution of the government CFO
  • Strategies for managing a $159 billion portfolio
  • Harnessing AI and awareness to combat cybersecurity threats
  • How to cultivate trust in financial accountability
  • Empowering finance teams for tomorrow’s challenges


Learn more about Tonya:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 15 Oct 2024 10:00:00 +0000 Personiv Personiv 2433 In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership while tackling significant financial challenges. With over 30 years of experience in the federal government, Tonya is currently overseeing a $159 billion portfolio at the Department of the Interior. Her expertise spans financial reporting and analysis, cost accounting, internal controls, financial policy, audits, and the Agency's Financial Report (AFR). Tonya previously worked for the U.S. Office of Personnel Management and was the Director of the Financial Operations Division for the USDA. In this episode, we discuss: - The evolution of the government CFO - Strategies for managing a $159 billion portfolio - Harnessing AI and awareness to combat cybersecurity threats - How to cultivate trust in financial accountability - Empowering finance teams for tomorrow’s challenges In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership while tackling significant financial challenges. With over 30 years of experience in the federal government, Tonya is currently overseeing a $159 billion portfolio at the Department of the Interior. Her expertise spans financial reporting and analysis, cost accounting, internal controls, financial policy, audits, and the Agency's Financial Report (AFR). Tonya previously worked for the U.S. Office of Personnel Management and was the Director of the Financial Operations Division for the USDA. In this episode, we discuss: - The evolution of the government CFO - Strategies for managing a $159 billion portfolio - Harnessing AI and awareness to combat cybersecurity threats - How to cultivate trust in financial accountability - Empowering finance teams for tomorrow’s challenges financial reporting and analysis, cost accounting, Tonya Johnson-Simmons, Federal government CFO, U.S. Department of the Interior, Women in leadership roles, Financial management in government, Cybersecurity in government finance, AI in accounting, Risk management for CFOs, Professional development for finance teams No No Strategic Financial Engineering with Chad Gold, CFO at G2 https://podcasts.fame.so/e/4892mqrn-strategic-financial-engineering-with-chad-gold Strategic Financial Engineering with Chad Gold, CFO at G2 216 No No v17vr7p0 In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, including CFO roles at both pre-IPO and post-IPO tech companies, Chad joined G2 after serving as CFO at Salesloft. Before that, he was CFO at Rubicon, overseeing financial operations and reporting, and held CFO and finance leadership roles at SAP Ariba and The Home Depot. In this episode, we discuss: How finance drives business impact What goes into building dynamic financial models The power of growth, storytelling, and investor relationships How revolving credit can boost flexibility in high-growth companies In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships.

With over 20 years of experience in corporate finance, including CFO roles at both pre-IPO and post-IPO tech companies, Chad joined G2 after serving as CFO at Salesloft. Before that, he was CFO at Rubicon, overseeing financial operations and reporting, and held CFO and finance leadership roles at SAP Ariba and The Home Depot.
In this episode, we discuss:

  • How finance drives business impact
  • What goes into building dynamic financial models
  • The power of growth, storytelling, and investor relationships
  • How revolving credit can boost flexibility in high-growth companies

Learn more about Chad:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 08 Oct 2024 10:00:00 +0000 Personiv Personiv 2214 In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, including CFO roles at both pre-IPO and post-IPO tech companies, Chad joined G2 after serving as CFO at Salesloft. Before that, he was CFO at Rubicon, overseeing financial operations and reporting, and held CFO and finance leadership roles at SAP Ariba and The Home Depot. In this episode, we discuss: How finance drives business impact What goes into building dynamic financial models The power of growth, storytelling, and investor relationships How revolving credit can boost flexibility in high-growth companies In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, including CFO roles at both pre-IPO and post-IPO tech companies, Chad joined G2 after serving as CFO at Salesloft. Before that, he was CFO at Rubicon, overseeing financial operations and reporting, and held CFO and finance leadership roles at SAP Ariba and The Home Depot. In this episode, we discuss: How finance drives business impact What goes into building dynamic financial models The power of growth, storytelling, and investor relationships How revolving credit can boost flexibility in high-growth companies Chad Gold, Financial leadership in tech, Financial modeling best practices, Valuation methods for startups, Risk management in finance, Post-IPO CFO role, Proactive finance team strategies, Building investor relationships in business, CFO, Megan Weis, Personiv, raising capital, business valuation No No Is a Fractional CFO Right for You? With Luke Boyenger, CEO of Cruzumi CFO & Advisory https://podcasts.fame.so/e/1n200xqn-fractional-cfo-right-for-you-luke-boyenger Is a Fractional CFO Right for You? With Luke Boyenger, CEO of Cruzumi CFO & Advisory 215 No No 219qql51 In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team and effective cash flow forecasting. Luke's journey began with the tough experience of seeing his family business close during high school, sparking his passion for mastering business management. This led him to earn a degree in accounting, become a CPA, and learn from global leaders. With roles at EY as an auditor, data analytics coach, and director of accounting, he gained a deep understanding of what makes businesses thrive, building a skill set that helps bridge the gap between finance and effective operations. In this episode, we discuss: Why every small business needs a finance expert for long-term success How to choose the right CFO depending on your growth strategy When is the right time to bring in a fractional CFO Strategies for sustainable business growth while maintaining financial health In this episode of CFO Weekly, Luke Boyenger, Chief Executive Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team and effective cash flow forecasting.

Luke's journey began with the tough experience of seeing his family business close during high school, sparking his passion for mastering business management. This led him to earn a degree in accounting, become a CPA, and learn from global leaders. With roles at EY as an auditor, data analytics coach, and director of accounting, he gained a deep understanding of what makes businesses thrive, building a skill set that helps bridge the gap between finance and effective operations.

In this episode, we discuss:
  • Why every small business needs a finance expert for long-term success
  • How to choose the right CFO depending on your growth strategy
  • When is the right time to bring in a fractional CFO
  • Strategies for sustainable business growth while maintaining financial health

Learn more about Luke:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 01 Oct 2024 10:00:00 +0000 Personiv Personiv 2344 In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team and effective cash flow forecasting. Luke's journey began with the tough experience of seeing his family business close during high school, sparking his passion for mastering business management. This led him to earn a degree in accounting, become a CPA, and learn from global leaders. With roles at EY as an auditor, data analytics coach, and director of accounting, he gained a deep understanding of what makes businesses thrive, building a skill set that helps bridge the gap between finance and effective operations. In this episode, we discuss: Why every small business needs a finance expert for long-term success How to choose the right CFO depending on your growth strategy When is the right time to bring in a fractional CFO Strategies for sustainable business growth while maintaining financial health In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team and effective cash flow forecasting. Luke's journey began with the tough experience of seeing his family business close during high school, sparking his passion for mastering business management. This led him to earn a degree in accounting, become a CPA, and learn from global leaders. With roles at EY as an auditor, data analytics coach, and director of accounting, he gained a deep understanding of what makes businesses thrive, building a skill set that helps bridge the gap between finance and effective operations. In this episode, we discuss: Why every small business needs a finance expert for long-term success How to choose the right CFO depending on your growth strategy When is the right time to bring in a fractional CFO Strategies for sustainable business growth while maintaining financial health Luke Boyenger, Fractional CFO, Construction industry financial management, Cash flow forecasting strategies, Importance of accounting in business, Hiring a full-time, CFO vs a fractional CFO, Financial expertise for small businesses, Performance assessment tools for finance, Advanced financial technologies for construction, Strategic planning for business growth, CPA, Cruzumi, finance expert, Personiv, Megan Weis No No Transform Your Data with Alyssa Shadinger, CFO at Sisense https://podcasts.fame.so/e/18pvvvl8-transform-your-data-with-alyssa-shadinger Transform Your Data with Alyssa Shadinger, CFO at Sisense 215 No No z1r333z0 In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in leadership, auditing, social media, CPA, and SAP. Before Sisense, she held roles such as Director of Finance at Akamai Technologies and Linode, Board Member for the United Women in Business Foundation, Manager at Deloitte, and Senior Manager at the Pine Hill Group. In this episode, we discuss: - How to focus on data that drives action - 3 proven strategies to empower faster, smarter decision - How AI and ML have impacted business decision-making - Leveraging insights without compromising data security In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance.

Alyssa brings a strong skill set in leadership, auditing, social media, CPA, and SAP. Before Sisense, she held roles such as Director of Finance at Akamai Technologies and Linode, Board Member for the United Women in Business Foundation, Manager at Deloitte, and Senior Manager at the Pine Hill Group.

In this episode, we discuss:
  • How to focus on data that drives action
  • 3 proven strategies to empower faster, smarter decision
  • How AI and ML have impacted business decision-making
  • Leveraging insights without compromising data security


Learn more about Alyssa:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 24 Sep 2024 10:00:00 +0000 Personiv Personiv 1943 In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in leadership, auditing, social media, CPA, and SAP. Before Sisense, she held roles such as Director of Finance at Akamai Technologies and Linode, Board Member for the United Women in Business Foundation, Manager at Deloitte, and Senior Manager at the Pine Hill Group. In this episode, we discuss: - How to focus on data that drives action - 3 proven strategies to empower faster, smarter decision - How AI and ML have impacted business decision-making - Leveraging insights without compromising data security In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in leadership, auditing, social media, CPA, and SAP. Before Sisense, she held roles such as Director of Finance at Akamai Technologies and Linode, Board Member for the United Women in Business Foundation, Manager at Deloitte, and Senior Manager at the Pine Hill Group. In this episode, we discuss: - How to focus on data that drives action - 3 proven strategies to empower faster, smarter decision - How AI and ML have impacted business decision-making - Leveraging insights without compromising data security Alyssa Shadinger, Data-driven decision-making, Finance transformation, Actionable insights, Financial analytics, Data literacy culture, Self-service analytics, Predictive analytics in finance, Mergers and acquisitions data, AI in financial reporting No No Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn, Director at West Monroe https://podcasts.fame.so/e/0nj005qn-private-equity-backed-cfo-strategies-for-finance-transformation-with-connor-augustyn Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn, Director at West Monroe 214 No No 40pmm9x1 In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management. Connor's role as Director at West Monroe is the result of his diverse experience at both West Monroe and Clerestory Consulting, as well as Conagra Brands. He holds a degree in Accounting and Finance from the University of Nebraska–Lincoln and brings a strong skill set in finance, financial reporting, accounting, sales, and cash flow management. In this episode, we discuss: Key strategies for successful financial transformation How PE-backed CFOs prioritize for success The importance of aligning long-term strategy with short-term PE goals Maintaining stakeholder engagement throughout the transformation process How stakeholder buy-in and smart tech choices drive success In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management.

Connor's role as Director at West Monroe is the result of his diverse experience at both West Monroe and Clerestory Consulting, as well as Conagra Brands. He holds a degree in Accounting and Finance from the University of Nebraska–Lincoln and brings a strong skill set in finance, financial reporting, accounting, sales, and cash flow management.

In this episode, we discuss:
  • Key strategies for successful financial transformation
  • How PE-backed CFOs prioritize for success
  • The importance of aligning long-term strategy with short-term PE goals
  • Maintaining stakeholder engagement throughout the transformation process
  • How stakeholder buy-in and smart tech choices drive success

Learn more about Connor:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 17 Sep 2024 10:00:00 +0000 Personiv Personiv 2157 In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management. Connor's role as Director at West Monroe is the result of his diverse experience at both West Monroe and Clerestory Consulting, as well as Conagra Brands. He holds a degree in Accounting and Finance from the University of Nebraska–Lincoln and brings a strong skill set in finance, financial reporting, accounting, sales, and cash flow management. In this episode, we discuss: Key strategies for successful financial transformation How PE-backed CFOs prioritize for success The importance of aligning long-term strategy with short-term PE goals Maintaining stakeholder engagement throughout the transformation process How stakeholder buy-in and smart tech choices drive success In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management. Connor's role as Director at West Monroe is the result of his diverse experience at both West Monroe and Clerestory Consulting, as well as Conagra Brands. He holds a degree in Accounting and Finance from the University of Nebraska–Lincoln and brings a strong skill set in finance, financial reporting, accounting, sales, and cash flow management. In this episode, we discuss: Key strategies for successful financial transformation How PE-backed CFOs prioritize for success The importance of aligning long-term strategy with short-term PE goals Maintaining stakeholder engagement throughout the transformation process How stakeholder buy-in and smart tech choices drive success Connor Augustyn, West Monroe, Private equity-backed CFOs, Finance transformation, Challenges faced by CFOs, Private equity-backed companies, Finance and accounting outsourcing, Technology solutions for finance transformation, Stakeholder engagement, KPIs for finance transformation, Risk mitigation strategies for finance transformation, podcast No No How to Master Financial Leadership Across Industries with Madhu Jagannathan, CFO at Lob https://podcasts.fame.so/e/2nx0056n-financial-leadership-across-industries-madhu-jagannathan How to Master Financial Leadership Across Industries with Madhu Jagannathan, CFO at Lob 213 No No 61m66wv0 In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO. Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results. In this episode, we discuss: - How to adapt your leadership style to different industries - The role of technology in driving financial performance and operational efficiency - Balancing growth with maintaining financial discipline and long-term sustainability - Key tips for seamless outsourcing and offshoring success - Emerging trends that will impact the CFO role in the next five years In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO.

Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results.

In this episode, we discuss:
  • How to adapt your leadership style to different industries
  • The role of technology in driving financial performance and operational efficiency
  • Balancing growth with maintaining financial discipline and long-term sustainability
  • Key tips for seamless outsourcing and offshoring success
  • Emerging trends that will impact the CFO role in the next five years

Learn more about Madhu:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 10 Sep 2024 10:00:00 +0000 Personiv Personiv 2116 In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO. Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results. In this episode, we discuss: - How to adapt your leadership style to different industries - The role of technology in driving financial performance and operational efficiency - Balancing growth with maintaining financial discipline and long-term sustainability - Key tips for seamless outsourcing and offshoring success - Emerging trends that will impact the CFO role in the next five years In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO. Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results. In this episode, we discuss: - How to adapt your leadership style to different industries - The role of technology in driving financial performance and operational efficiency - Balancing growth with maintaining financial discipline and long-term sustainability - Key tips for seamless outsourcing and offshoring success - Emerging trends that will impact the CFO role in the next five years Madhu Jagannathan, Financial leadership, Mentorship in finance, Financial strategy and planning, Technology in finance, Skill sets for finance professionals, Building and managing diverse teams, Collaboration between finance and other departments, Outsourcing and offshoring in finance, Leadership, CFO, CFo role, Megan Weis, CFO weekly No No The Future of Finance with Emmanuel Daniel, Founder of The Asian Banker https://podcasts.fame.so/e/0nj009mn-the-future-of-finance-with-emmanuel-daniel The Future of Finance with Emmanuel Daniel, Founder of The Asian Banker 212 No No 40pmm831 The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share.

Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024.

In this episode, we discuss:
  • Challenges and opportunities in modern finance
  • Blockchain and the evolution of financial institutions
  • Balance sheets and digital assets
  • The impact of decentralized finance on traditional banks
  • Security and stability of financial digital assets

Learn more about Emmanuel:
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]]> Tue, 03 Sep 2024 10:00:00 +0000 Personiv Personiv 2568 The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets Ai, Emmanuel Daniel, TAB Global, Future of finance, Digitization of financial institutions, Blockchain technology, Digital assets, Decentralized finance, Central bank digital currencies, Stable coins No No Effective Communication and Nonprofit Leadership with Timothy Dunbar, CFO at the American Water Works Association https://podcasts.fame.so/e/182039v8-effective-communication-nonprofit-leadership-timothy-dunbar Effective Communication and Nonprofit Leadership with Timothy Dunbar, CFO at the American Water Works Association 211 No No 209qz8w0 In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits. Timothy is an Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning. In this episode, we discuss: - How communication drives financial performance across every role - Effective communication tips between the finance and other departments - How to manage financial communication during a crisis - Secrets to simple, impactful communication In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits.

Timothy is an Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning.

In this episode, we discuss:

  • How communication drives financial performance across every role
  • Effective communication tips between the finance and other departments
  • How to manage financial communication during a crisis
  • Secrets to simple, impactful communication

Learn more about Timothy:

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]]> Wed, 28 Aug 2024 13:30:00 +0000 Personiv Personiv 1887 In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits. Timothy is an Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning. In this episode, we discuss: - How communication drives financial performance across every role - Effective communication tips between the finance and other departments - How to manage financial communication during a crisis - Secrets to simple, impactful communication In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits. Timothy is an Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning. In this episode, we discuss: - How communication drives financial performance across every role - Effective communication tips between the finance and other departments - How to manage financial communication during a crisis - Secrets to simple, impactful communication Timothy Dunbar, Nonprofit financial management, Effective communication in financial performance, Organizational success in nonprofits, Transparency and discretion in sensitive information, Role of technology in enhancing communication, Problem-solving approach in nonprofit financial management, Strategies for CFOs in nonprofits No No Secrets to Success as a Young Female CFO with Niki Heim CFO and CAO at LogicSource https://podcasts.fame.so/e/m84xj378-secrets-success-young-female-cfo-niki-heim Secrets to Success as a Young Female CFO with Niki Heim CFO and CAO at LogicSource 210 No No x16lz8j1 In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year. In this episode, we discuss: - What it takes to become an effective CFO - How organizations can better support emerging female leaders - What unique perspectives do younger female CFOs bring to financial leadership - How to master work-life balance In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way.

Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year.

In this episode, we discuss:
  • What it takes to become an effective CFO
  • How organizations can better support emerging female leaders
  • What unique perspectives do younger female CFOs bring to financial leadership
  • How to master work-life balance

Learn more about Niki:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 20 Aug 2024 10:00:00 +0000 Personiv Personiv 2140 In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year. In this episode, we discuss: - What it takes to become an effective CFO - How organizations can better support emerging female leaders - What unique perspectives do younger female CFOs bring to financial leadership - How to master work-life balance In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year. In this episode, we discuss: - What it takes to become an effective CFO - How organizations can better support emerging female leaders - What unique perspectives do younger female CFOs bring to financial leadership - How to master work-life balance Niki Heim, Young female CFO, Under-40 female CFO, CFO at a young age, Financial leadership, Female leadership, Supporting women in finance, Challenges and opportunities for young female CFOs, Work-life balance, Diversity and inclusion in the workplace, diversity, women No No CFOs, Gen Z, and the Future of Work with Sagar Khatri https://podcasts.fame.so/e/68rrkl78-cfos-gen-z-future-work-sagar-khatri CFOs, Gen Z, and the Future of Work with Sagar Khatri 209 No No 8056z8r1 In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of remote work, and the future of work. Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier. In this episode, we discuss: - 2024 workforce trends CFOs can't ignore - How CFOs can simplify international hiring with ease - Attracting and retaining Gen Z in the workplace - The role of DEI in attracting Gen Z and driving profitability In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of remote work, and the future of work.

Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier.

In this episode, we discuss:
  • 2024 workforce trends CFOs can't ignore
  • How CFOs can simplify international hiring with ease
  • Attracting and retaining Gen Z in the workplace
  • The role of DEI in attracting Gen Z and driving profitability

Learn more about Sagar:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 13 Aug 2024 10:00:00 +0000 Personiv Personiv 2131 In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of remote work, and the future of work. Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier. In this episode, we discuss: - 2024 workforce trends CFOs can't ignore - How CFOs can simplify international hiring with ease - Attracting and retaining Gen Z in the workplace - The role of DEI in attracting Gen Z and driving profitability In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of remote work, and the future of work. Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier. In this episode, we discuss: - 2024 workforce trends CFOs can't ignore - How CFOs can simplify international hiring with ease - Attracting and retaining Gen Z in the workplace - The role of DEI in attracting Gen Z and driving profitability work-ethics, Gen Z, Sagar Khatri, Workforce trends for CFOs, Challenges of integrating Gen Z into the workplace, Global employment solution, AI and changing job roles, Remote work and work-life integration, Talent acquisition strategies Remote work, Gig economy No No How to Become a Top Financial Advisor with Susan Boles https://podcasts.fame.so/e/28x036m8-become-top-financial-advisor-susan-boles How to Become a Top Financial Advisor with Susan Boles 208 No No 60m64v51 In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic. Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI. In this episode, we discuss: - How rebranding transformed Susan's approach to business and life - Building a community centered around the concept of calm - How to become a better financial advisor - The importance of staying calm in business decision-making - The CALMER framework for business success In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic.

Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI.

In this episode, we discuss:
  • How rebranding transformed Susan's approach to business and life
  • Building a community centered around the concept of calm
  • How to become a better financial advisor
  • The importance of staying calm in business decision-making
  • The CALMER framework for business success

Learn more about Susan:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 06 Aug 2024 10:00:00 +0000 Personiv Personiv 2085 In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic. Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI. In this episode, we discuss: - How rebranding transformed Susan's approach to business and life - Building a community centered around the concept of calm - How to become a better financial advisor - The importance of staying calm in business decision-making - The CALMER framework for business success In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic. Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI. In this episode, we discuss: - How rebranding transformed Susan's approach to business and life - Building a community centered around the concept of calm - How to become a better financial advisor - The importance of staying calm in business decision-making - The CALMER framework for business success Susan Boles,Business strategist, Financial advisor, Calm and sustainable businesses, Staying calm in business decision-making, Empathy in finance, Sustainability is key, The CALMER framework, Service-based business owners No No How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson https://podcasts.fame.so/e/68rrmzj8-embrace-new-tech-without-redesigning-entire-toolkit-melissa-howatson How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson 207 No No 8056y4j1 In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show. In this episode, we discuss: - Why technology isn’t always the answer to solving your problems - How to choose scalable tools for your growing business - The role of AI in shaping the future of finance In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI.

Melissa is a finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show.

In this episode, we discuss:
  • Why technology isn’t always the answer to solving your problems
  • How to choose scalable tools for your growing business
  • The role of AI in shaping the future of finance

    Learn more about Melissa:
  • Melissa Howatson on LinkedIn
  • Vena Solutions Website
  • The CFO Show Podcast

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 30 Jul 2024 10:00:00 +0000 Personiv Personiv 2107 In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show. In this episode, we discuss: - Why technology isn’t always the answer to solving your problems - How to choose scalable tools for your growing business - The role of AI in shaping the future of finance In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show. In this episode, we discuss: - Why technology isn’t always the answer to solving your problems - How to choose scalable tools for your growing business - The role of AI in shaping the future of finance Melissa Howatson,Optimizing existing financial processes, New tools and technologies, AI in finance, Balancing innovation with practicality, Evaluating new technologies and tools, Driving digital transformation, Change management,Strategic thinking in finance No No Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner https://podcasts.fame.so/e/qn0qx718-non-clinical-spending-insights-for-healthcare-cfos-with-david-kirshner Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner 206 No No p1kpjwl0 In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also shares his insights on the evolving role of CFOs in healthcare. David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan. In this episode, we discuss: - How healthcare organizations can save money by optimizing non-clinical spending - Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system - The importance of breaking healthcare silos to leverage non-clinical spending - How to effectively manage change in healthcare spending In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also shares his insights on the evolving role of CFOs in healthcare.

David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan.

In this episode, we discuss:

  • How healthcare organizations can save money by optimizing non-clinical spending
  • Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system
  • The importance of breaking healthcare silos to leverage non-clinical spending
  • How to effectively manage change in healthcare spending

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]]> Tue, 23 Jul 2024 10:00:00 +0000 Personiv Personiv 2273 In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also shares his insights on the evolving role of CFOs in healthcare. David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan. In this episode, we discuss: - How healthcare organizations can save money by optimizing non-clinical spending - Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system - The importance of breaking healthcare silos to leverage non-clinical spending - How to effectively manage change in healthcare spending In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also shares his insights on the evolving role of CFOs in healthcare. David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan. In this episode, we discuss: - How healthcare organizations can save money by optimizing non-clinical spending - Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system - The importance of breaking healthcare silos to leverage non-clinical spending - How to effectively manage change in healthcare spending David Kirshner, Non-clinical spend in healthcare, Healthcare finance, Financial health in healthcare, Managing financial challenges in healthcare, Supply chain management in healthcare, Vendor relationships in healthcare, Cost savings in healthcare, Regulatory risk and compliance in healthcare, Performance improvement in healthcare, Strategic non-clinical spend management in healthcare No No From Finance Specialist to Strategist with Gabriel Teixeira https://podcasts.fame.so/e/p8m5k2v8-finance-specialist-to-strategist-gabriel-teixeira From Finance Specialist to Strategist with Gabriel Teixeira 205 No No 70vl6x30 In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB. In this episode, we discuss: - The evolving role of finance leaders - Key strategies for team success in fast-paced environments - How finance professionals drive market expansion and revenue growth - Challenges and opportunities for finance leaders in consumer goods In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead.

Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB.

In this episode, we discuss:
  • The evolving role of finance leaders
  • Key strategies for team success in fast-paced environments
  • How finance professionals drive market expansion and revenue growth
  • Challenges and opportunities for finance leaders in consumer goods

Learn more about Gabriel:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 16 Jul 2024 10:00:00 +0000 Personiv Personiv 1763 In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB. In this episode, we discuss: - The evolving role of finance leaders - Key strategies for team success in fast-paced environments - How finance professionals drive market expansion and revenue growth - Challenges and opportunities for finance leaders in consumer goods In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB. In this episode, we discuss: - The evolving role of finance leaders - Key strategies for team success in fast-paced environments - How finance professionals drive market expansion and revenue growth - Challenges and opportunities for finance leaders in consumer goods Gabriel Teixeira, Finance leaders, Efficiency in finance teams, Strategy in finance, Continuous learning in finance, Strategic mindset in finance, Driving success in dynamic environments, Challenges and opportunities for finance leaders, Collaboration and adaptability in finance, Strategy, Finance Leader, No No Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci https://podcasts.fame.so/e/x81436xn-navigating-cross-border-accounting-us-europe-katrina-nacci Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci 204 No No 713p97j0 In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe. Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions. In this episode, we discuss: - US GAAP vs. IFRS - How to prepare for an IPO - The role of fractional chief accounting officers in accounting conversion projects - The future of cross-border accounting In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe.

Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.

In this episode, we discuss:
  • US GAAP vs. IFRS
  • How to prepare for an IPO
  • The role of fractional chief accounting officers in accounting conversion projects
  • The future of cross-border accounting

Learn more about Katrina:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 09 Jul 2024 10:00:00 +0000 Personiv Personiv 2022 In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe. Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions. In this episode, we discuss: - US GAAP vs. IFRS - How to prepare for an IPO - The role of fractional chief accounting officers in accounting conversion projects - The future of cross-border accounting In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe. Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions. In this episode, we discuss: - US GAAP vs. IFRS - How to prepare for an IPO - The role of fractional chief accounting officers in accounting conversion projects - The future of cross-border accounting Katrina Nacci, Cross-border accounting, US GAAP, IFRS accounting standards, Accounting conversion project, IPO accounting considerations, Fractional, chief accounting officer, Remote work in cross-border accounting, International financial operations No No How CFOs Are Becoming Chief Storytellers with Ben Cutting https://podcasts.fame.so/e/2nx0ry4n-how-cfos-becoming-chief-storytellers-ben-cutting How CFOs Are Becoming Chief Storytellers with Ben Cutting 203 No No 61m6q9r0 When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leadership. Ben has over 15 years of expertise in corporate finance, financial planning and analysis, accounting, pricing, and corporate restructuring. He has a proven record of managing finances successfully during significant growth and complex transitions. Previously, Ben served as the CFO of Taylor Corporation and the Treasurer and Vice President of Finance at WorkflowOne. In this episode, we discuss: - What makes a great Chief Storyteller - The art of transparent financial storytelling - Crafting narratives that inspire confidence in financial partners - Authentic financial reporting When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leadership.

Ben has over 15 years of expertise in corporate finance, financial planning and analysis, accounting, pricing, and corporate restructuring. He has a proven record of managing finances successfully during significant growth and complex transitions. Previously, Ben served as the CFO of Taylor Corporation and the Treasurer and Vice President of Finance at WorkflowOne.

In this episode, we discuss:
  • What makes a great Chief Storyteller
  • The art of transparent financial storytelling
  • Crafting narratives that inspire confidence in financial partners
  • Authentic financial reporting

Learn more about Ben:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 Jul 2024 10:00:00 +0000 Personiv Personiv 2031 When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leadership. Ben has over 15 years of expertise in corporate finance, financial planning and analysis, accounting, pricing, and corporate restructuring. He has a proven record of managing finances successfully during significant growth and complex transitions. Previously, Ben served as the CFO of Taylor Corporation and the Treasurer and Vice President of Finance at WorkflowOne. In this episode, we discuss: - What makes a great Chief Storyteller - The art of transparent financial storytelling - Crafting narratives that inspire confidence in financial partners - Authentic financial reporting When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leadership. Ben has over 15 years of expertise in corporate finance, financial planning and analysis, accounting, pricing, and corporate restructuring. He has a proven record of managing finances successfully during significant growth and complex transitions. Previously, Ben served as the CFO of Taylor Corporation and the Treasurer and Vice President of Finance at WorkflowOne. In this episode, we discuss: - What makes a great Chief Storyteller - The art of transparent financial storytelling - Crafting narratives that inspire confidence in financial partners - Authentic financial reporting Ben Cutting, Lithko Contracting, Chief Storyteller, Chief Storytelling Officer Financial storytelling, Effective communication in financial leadership, Evolving role of CFOs, Financial reporting transparency No No The Power of AI in Finance with Siqi Chen https://podcasts.fame.so/e/xnvqj5z8-the-power-of-ai-in-finance-with-siqi-chen The Power of AI in Finance with Siqi Chen 202 No No 71y72861 Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO. Siqi Chen is the CEO of Runway, a startup that enables operators to understand their business without needing a degree in finance. He is a private angel investor and has also worked for Sandbox VR for over six years. Siqi designed and developed 3D visualization and simulation systems for the Mars pinpoint landing project, and was the recipient of the US Congressional Space Act Board Award. In this episode, we discuss: - How Runway's platform simplifies financial analysis - The role of AI in revolutionizing the CFO's role - The importance of accessibility and collaboration within the finance team - The challenges and benefits of adopting AI technologies, including cybersecurity and market trend identification Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO.

Siqi Chen is the CEO of Runway, a startup that enables operators to understand their business without needing a degree in finance. He is a private angel investor and has also worked for Sandbox VR for over six years. Siqi designed and developed 3D visualization and simulation systems for the Mars pinpoint landing project, and was the recipient of the US Congressional Space Act Board Award.

In this episode, we discuss:
  • How Runway's platform simplifies financial analysis 
  • The role of AI in revolutionizing the CFO's role
  • The importance of accessibility and collaboration within the finance team
  • The challenges and benefits of adopting AI technologies, including cybersecurity and market trend identification

Learn more about Siqi:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 25 Jun 2024 10:00:00 +0000 Personiv Personiv 1827 Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO. Siqi Chen is the CEO of Runway, a startup that enables operators to understand their business without needing a degree in finance. He is a private angel investor and has also worked for Sandbox VR for over six years. Siqi designed and developed 3D visualization and simulation systems for the Mars pinpoint landing project, and was the recipient of the US Congressional Space Act Board Award. In this episode, we discuss: - How Runway's platform simplifies financial analysis - The role of AI in revolutionizing the CFO's role - The importance of accessibility and collaboration within the finance team - The challenges and benefits of adopting AI technologies, including cybersecurity and market trend identification Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO. Siqi Chen is the CEO of Runway, a startup that enables operators to understand their business without needing a degree in finance. He is a private angel investor and has also worked for Sandbox VR for over six years. Siqi designed and developed 3D visualization and simulation systems for the Mars pinpoint landing project, and was the recipient of the US Congressional Space Act Board Award. In this episode, we discuss: - How Runway's platform simplifies financial analysis - The role of AI in revolutionizing the CFO's role - The importance of accessibility and collaboration within the finance team - The challenges and benefits of adopting AI technologies, including cybersecurity and market trend identification AI, CFO Weekly, Megan Weiss, Siqi Chen, Runway finance platform, AI in finance, Simplify financial analysis, Enhance decision-making, Strategic planning, Accessibility in AI tools, finance podcast, No No Navigating Global Finance with Vandana Agarwal https://podcasts.fame.so/e/x8vqm2mn-navigating-global-finance-with-vandana-agarwal Navigating Global Finance with Vandana Agarwal 201 No No 70y7mkm0 Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University. In this episode, we discuss: - How the basics of finance are the same globally - The importance of staying up-to-date with changing regulations - The similarities in financial practices and leadership styles among multinational companies - The challenges and opportunities for women in the finance industry - AI’s role in finance Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. 

Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University. 

In this episode, we discuss:
 - How the basics of finance are the same globally
 - The importance of staying up-to-date with changing regulations 
 - The similarities in financial practices and leadership styles among multinational companies
 - The challenges and opportunities for women in the finance industry
 - AI’s role in finance 

Learn more about Vandana:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 18 Jun 2024 10:00:00 +0000 Personiv Personiv 1148 Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University. In this episode, we discuss: - How the basics of finance are the same globally - The importance of staying up-to-date with changing regulations - The similarities in financial practices and leadership styles among multinational companies - The challenges and opportunities for women in the finance industry - AI’s role in finance Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University. In this episode, we discuss: - How the basics of finance are the same globally - The importance of staying up-to-date with changing regulations - The similarities in financial practices and leadership styles among multinational companies - The challenges and opportunities for women in the finance industry - AI’s role in finance Financial analyst, Finance industry, Financial efficiency, Strategic decision-making, Gender, imbalance in finance, Data Analytics, Artificial intelligence in finance No No From Rising Costs to Cost Control with Corey Noyek https://podcasts.fame.so/e/18pvplw8-rising-costs-cost-control-corey-noyek From Rising Costs to Cost Control with Corey Noyek 200 No No z1r3vz20 In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops. Corey is a CPA, CA, with a solid background in finance and operations. Before joining Cardata, he held various finance leadership roles at companies such as Cardata, Thriver, Deloitte Canada, and Norman, Goldberg & Co., gaining expertise in financial management, accounting, and tax filing. In this episode, we discuss: - How to thrive despite economic turbulence - Why cross-department collaboration is essential for business success - Strategies for identifying cost savings and operational improvement opportunities - How to maintain employee morale while tightening the belt In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops.

Corey is a CPA, CA, with a solid background in finance and operations. Before joining Cardata, he held various finance leadership roles at companies such as Cardata, Thriver, Deloitte Canada, and Norman, Goldberg & Co., gaining expertise in financial management, accounting, and tax filing.

In this episode, we discuss:
  • How to thrive despite economic turbulence
  • Why cross-department collaboration is essential for business success
  • Strategies for identifying cost savings and operational improvement opportunities
  • How to maintain employee morale while tightening the belt

Learn more about Corey:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 11 Jun 2024 10:00:00 +0000 Personiv Personiv 1721 In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops. Corey is a CPA, CA, with a solid background in finance and operations. Before joining Cardata, he held various finance leadership roles at companies such as Cardata, Thriver, Deloitte Canada, and Norman, Goldberg & Co., gaining expertise in financial management, accounting, and tax filing. In this episode, we discuss: - How to thrive despite economic turbulence - Why cross-department collaboration is essential for business success - Strategies for identifying cost savings and operational improvement opportunities - How to maintain employee morale while tightening the belt In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops. Corey is a CPA, CA, with a solid background in finance and operations. Before joining Cardata, he held various finance leadership roles at companies such as Cardata, Thriver, Deloitte Canada, and Norman, Goldberg & Co., gaining expertise in financial management, accounting, and tax filing. In this episode, we discuss: - How to thrive despite economic turbulence - Why cross-department collaboration is essential for business success - Strategies for identifying cost savings and operational improvement opportunities - How to maintain employee morale while tightening the belt Corey Noyek, Episode 200, Thriving in economic challenges, Staying agile, Cross-department collaboration, Cost savings, Cost-saving initiatives, Operational improvements No No Why Your Financials Are Key to Success with Hurley Fox https://podcasts.fame.so/e/5nzxw65n-why-your-financials-key-success-hurley-fox Why Your Financials Are Key to Success with Hurley Fox 199 No No 80z732q1 While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach. Hurley founded Fox & Partners to offer superior professional services to business owners. He is passionate about helping small business owners understand their finances and create reports and goals to achieve their ambitions. Beyond Fox & Partners, Hurley serves on the boards of several non-profits and holds equity stakes in other small businesses. In this episode, we discuss: - Helping entrepreneurs understand complex financial concepts - How Fox & Partners turns client challenges into solutions - The importance of understanding your cash flow - What common financial pitfalls small business owners must avoid - Fostering client trust and collaboration While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach.

Hurley founded Fox & Partners to offer superior professional services to business owners. He is passionate about helping small business owners understand their finances and create reports and goals to achieve their ambitions. Beyond Fox & Partners, Hurley serves on the boards of several non-profits and holds equity stakes in other small businesses.

In this episode, we discuss:
  • Helping entrepreneurs understand complex financial concepts
  • How Fox & Partners turns client challenges into solutions
  • The importance of understanding your cash flow
  • What common financial pitfalls small business owners must avoid
  • Fostering client trust and collaboration


Learn more about Hurley:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 04 Jun 2024 10:00:00 +0000 Personiv Personiv 1946 While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach. Hurley founded Fox & Partners to offer superior professional services to business owners. He is passionate about helping small business owners understand their finances and create reports and goals to achieve their ambitions. Beyond Fox & Partners, Hurley serves on the boards of several non-profits and holds equity stakes in other small businesses. In this episode, we discuss: - Helping entrepreneurs understand complex financial concepts - How Fox & Partners turns client challenges into solutions - The importance of understanding your cash flow - What common financial pitfalls small business owners must avoid - Fostering client trust and collaboration While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach. Hurley founded Fox & Partners to offer superior professional services to business owners. He is passionate about helping small business owners understand their finances and create reports and goals to achieve their ambitions. Beyond Fox & Partners, Hurley serves on the boards of several non-profits and holds equity stakes in other small businesses. In this episode, we discuss: - Helping entrepreneurs understand complex financial concepts - How Fox & Partners turns client challenges into solutions - The importance of understanding your cash flow - What common financial pitfalls small business owners must avoid - Fostering client trust and collaboration Hurley Fox, Business accounting, Business finance, Personal finance, Financial team efficiency, Building, efficiency in financial teams, Financial team strategy, Cash flow management, Accounting and financial management, Outsourcing finance and accounting, Small business financial management, Personiv No No The Multidimensional Role of a CFO with Sharon Barber-Lui https://podcasts.fame.so/e/0nj0vp1n-multidimensional-role-cfo-sharon-barber-lui The Multidimensional Role of a CFO with Sharon Barber-Lui 198 No No 40pmy621 Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation. Sharon has over 20 years of executive experience in BioPharma, biotech, and public accounting, focusing on commercialization, finance, and operations. Before joining Teva Pharmaceuticals, she was the Senior Vice President of Global Finance at EQRx. Sharon also spent over 22 years at Merck. In this episode, we discuss: - Why CFOs must connect with all aspects of the business - Key traits for successful CFOs - Driving innovation through diversity and inclusion - The integration of technology and data analytics in finance Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals, US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation.

Sharon has over 20 years of executive experience in BioPharma, biotech, and public accounting, focusing on commercialization, finance, and operations. Before joining Teva Pharmaceuticals, she was the Senior Vice President of Global Finance at EQRx. Sharon also spent over 22 years at Merck.

In this episode, we discuss:
  • Why CFOs must connect with all aspects of the business
  • Key traits for successful CFOs
  • Driving innovation through diversity and inclusion
  • The integration of technology and data analytics in finance

Learn more about Sharon:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 May 2024 10:00:00 +0000 Personiv Personiv 2264 Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation. Sharon has over 20 years of executive experience in BioPharma, biotech, and public accounting, focusing on commercialization, finance, and operations. Before joining Teva Pharmaceuticals, she was the Senior Vice President of Global Finance at EQRx. Sharon also spent over 22 years at Merck. In this episode, we discuss: - Why CFOs must connect with all aspects of the business - Key traits for successful CFOs - Driving innovation through diversity and inclusion - The integration of technology and data analytics in finance Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation. Sharon has over 20 years of executive experience in BioPharma, biotech, and public accounting, focusing on commercialization, finance, and operations. Before joining Teva Pharmaceuticals, she was the Senior Vice President of Global Finance at EQRx. Sharon also spent over 22 years at Merck. In this episode, we discuss: - Why CFOs must connect with all aspects of the business - Key traits for successful CFOs - Driving innovation through diversity and inclusion - The integration of technology and data analytics in finance finance, fractional cfo, cfo, cfo weekly, accounting, software, outsourcing, operations, vp finance, automation, accounting leaders, controllers, business growth, Sharon Barber-Lui, Pharma CFO, CFO role, Finance professional, Innovation in finance, Technology in finance, Diversity and inclusion No No Unleash Your Pervasive Creativity to Drive Strategic Success with Stacey Ryan-Cornelius https://podcasts.fame.so/e/x8vq1ppn-unleash-pervasive-creativity-strategic-staceyryancornelius Unleash Your Pervasive Creativity to Drive Strategic Success with Stacey Ryan-Cornelius 197 No No 70y7qww0 Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joined us in the latest episode of CFO Weekly. Stacey is the Global Chief Financial Officer at Ogilvy, bringing over 30 years of experience in the entertainment, media, and communications industry. As an innovative and strategic business partner, she is dedicated to driving growth. Stacey is also an NYS Licensed CPA, a Certified Management Accountant, a member of Chief, and serves as a Trustee Board member of Marymount Manhattan College. In this episode, we discuss: - How CFOs drive strategic organizational success - The creative mindset of a CFO - Aligning financial leadership with organizational goals - Leading transformational initiatives - The role of diversity and inclusion in the workplace Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joined us in the latest episode of CFO Weekly.

Stacey is the Global Chief Financial Officer at Ogilvy, bringing over 30 years of experience in the entertainment, media, and communications industry. As an innovative and strategic business partner, she is dedicated to driving growth. Stacey is also an NYS Licensed CPA, a Certified Management Accountant, a member of Chief, and serves as a Trustee Board member of Marymount Manhattan College.

In this episode, we discuss:
  • How CFOs drive strategic organizational success
  • The creative mindset of a CFO
  • Aligning financial leadership with organizational goals
  • Leading transformational initiatives
  • The role of diversity and inclusion in the workplace

Learn more about Stacey:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 21 May 2024 10:00:00 +0000 Personiv Personiv 1731 Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joined us in the latest episode of CFO Weekly. Stacey is the Global Chief Financial Officer at Ogilvy, bringing over 30 years of experience in the entertainment, media, and communications industry. As an innovative and strategic business partner, she is dedicated to driving growth. Stacey is also an NYS Licensed CPA, a Certified Management Accountant, a member of Chief, and serves as a Trustee Board member of Marymount Manhattan College. In this episode, we discuss: - How CFOs drive strategic organizational success - The creative mindset of a CFO - Aligning financial leadership with organizational goals - Leading transformational initiatives - The role of diversity and inclusion in the workplace Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joined us in the latest episode of CFO Weekly. Stacey is the Global Chief Financial Officer at Ogilvy, bringing over 30 years of experience in the entertainment, media, and communications industry. As an innovative and strategic business partner, she is dedicated to driving growth. Stacey is also an NYS Licensed CPA, a Certified Management Accountant, a member of Chief, and serves as a Trustee Board member of Marymount Manhattan College. In this episode, we discuss: - How CFOs drive strategic organizational success - The creative mindset of a CFO - Aligning financial leadership with organizational goals - Leading transformational initiatives - The role of diversity and inclusion in the workplace Stacey Ryan-Cornelius, Ogilvy, Elevating financial leadership, Strategic imperatives of modern CFOs, CFO as a strategic business partner, Leading transformational initiatives, Aligning financial, leadership with organizational goals, Diversity and inclusion No No How CFOs Are Steering Early-Stage Startups Toward Success with Felix Beccar https://podcasts.fame.so/e/x8vqp0mn-how-cfos-steering-early-stage-startups-toward-success-felix-beccar How CFOs Are Steering Early-Stage Startups Toward Success with Felix Beccar 196 No No 70y7w9m0 Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar. With more than 15 years of experience in management consulting and technology, Felix serves as the CFO at Mural, a top visual collaboration platform, where he leads the global finance team. Felix is also an Advisor for Brevity and Funnel IQ, an Investor at Mapo Tapo, as well as an Entrepreneur In Residence at INSEAD. In this episode, we discuss: - What role do CFOs play in early-stage startups? - The CFO-COO combination and its impact on startups - How to stay ahead in hiring and technology implementation - The importance of aligning financial goals with operational objectives - How to maintain financial discipline during rapid scaling Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar.

With more than 15 years of experience in management consulting and technology, Felix serves as the CFO at Mural, a top visual collaboration platform, where he leads the global finance team. Felix is also an Advisor for Brevity and Funnel IQ, an Investor at Mapo Tapo, as well as an Entrepreneur In Residence at INSEAD.

In this episode, we discuss:
  • What role do CFOs play in early-stage startups?
  • The CFO-COO combination and its impact on startups
  • How to stay ahead in hiring and technology implementation
  • The importance of aligning financial goals with operational objectives
  • How to maintain financial discipline during rapid scaling

Learn more about Felix:
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If you enjoyed this episode, then please either:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 May 2024 10:00:00 +0000 Personiv Personiv 1831 Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar. With more than 15 years of experience in management consulting and technology, Felix serves as the CFO at Mural, a top visual collaboration platform, where he leads the global finance team. Felix is also an Advisor for Brevity and Funnel IQ, an Investor at Mapo Tapo, as well as an Entrepreneur In Residence at INSEAD. In this episode, we discuss: - What role do CFOs play in early-stage startups? - The CFO-COO combination and its impact on startups - How to stay ahead in hiring and technology implementation - The importance of aligning financial goals with operational objectives - How to maintain financial discipline during rapid scaling Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar. With more than 15 years of experience in management consulting and technology, Felix serves as the CFO at Mural, a top visual collaboration platform, where he leads the global finance team. Felix is also an Advisor for Brevity and Funnel IQ, an Investor at Mapo Tapo, as well as an Entrepreneur In Residence at INSEAD. In this episode, we discuss: - What role do CFOs play in early-stage startups? - The CFO-COO combination and its impact on startups - How to stay ahead in hiring and technology implementation - The importance of aligning financial goals with operational objectives - How to maintain financial discipline during rapid scaling Felix Beccar, CFO role in early stage startups, Combination of CFO and COO roles, Challenges faced by CFOs in startups, Fundraising for startups, Hiring and implementing technology in startups, Role of a full-time CFO in startups, Equipping finance professionals with operational knowledge, Maintaining financial discipline while scaling rapidly, Aligning financial goals with operational objectives, Diversity and innovation in high-performance teams No No Master Cash Flow Forecasting with Colin Hewitt https://podcasts.fame.so/e/m84xplr8-master-cash-flow-forecasting-colin-hewitt Master Cash Flow Forecasting with Colin Hewitt 195 No No x16lyrp1 Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it with Colin Hewitt. Colin is the CEO and Co-founder of Float Cash Flow Forecasting. He has spent more than twenty years in the software industry, focusing on helping small businesses understand their finances. Colin co-founded Flow to offer simple, precise tools for scenario planning and budgeting that work with well-known accounting platforms. Previously, he served as the Director at IfLooksCouldKill. In this episode, we discuss: - How accurate cash flow forecasting empowers CFOs - How Float's scenario planning allows CFOs to navigate market uncertainties - Integrating advanced tech in cash flow management - Best practices for CFOs to master cash flow in uncertain times Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it with Colin Hewitt.

Colin is the CEO and Co-founder of Float Cash Flow Forecasting. He has spent more than twenty years in the software industry, focusing on helping small businesses understand their finances. Colin co-founded Flow to offer simple, precise tools for scenario planning and budgeting that work with well-known accounting platforms. Previously, he served as the Director at IfLooksCouldKill.

In this episode, we discuss:
  • How accurate cash flow forecasting empowers CFOs
  • How Float's scenario planning allows CFOs to navigate market uncertainties
  • Integrating advanced tech in cash flow management
  • Best practices for CFOs to master cash flow in uncertain times

Learn more about Colin:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 07 May 2024 10:00:00 +0000 Personiv Personiv 1758 Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it with Colin Hewitt. Colin is the CEO and Co-founder of Float Cash Flow Forecasting. He has spent more than twenty years in the software industry, focusing on helping small businesses understand their finances. Colin co-founded Flow to offer simple, precise tools for scenario planning and budgeting that work with well-known accounting platforms. Previously, he served as the Director at IfLooksCouldKill. In this episode, we discuss: - How accurate cash flow forecasting empowers CFOs - How Float's scenario planning allows CFOs to navigate market uncertainties - Integrating advanced tech in cash flow management - Best practices for CFOs to master cash flow in uncertain times Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it with Colin Hewitt. Colin is the CEO and Co-founder of Float Cash Flow Forecasting. He has spent more than twenty years in the software industry, focusing on helping small businesses understand their finances. Colin co-founded Flow to offer simple, precise tools for scenario planning and budgeting that work with well-known accounting platforms. Previously, he served as the Director at IfLooksCouldKill. In this episode, we discuss: - How accurate cash flow forecasting empowers CFOs - How Float's scenario planning allows CFOs to navigate market uncertainties - Integrating advanced tech in cash flow management - Best practices for CFOs to master cash flow in uncertain times No No The Power of Systemized Decision-Making with Dhiraj Rajaram https://podcasts.fame.so/e/pnlxqlxn-power-systemized-decision-making-dhiraj-rajaram The Power of Systemized Decision-Making with Dhiraj Rajaram 194 No No x0ln56n0 Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution. Dhiraj is the founder of Mu Sigma, where he leads the company's strategic direction. Before starting Mu Sigma, he gained experience at Booz Allen Hamilton and PwC. Dhiraj was listed in Fortune Magazine's "40 under 40" in 2011 and 2013. In 2012, Ernst and Young India honored him with the "Entrepreneur Of The Year India" award in the Services sector. Additionally, in early 2014, CNBC TV18 India Business Leaders Awards presented him with the Young Turk award. In this episode, we discuss: - The financial benefits of systemized decision-making - The art of problem-solving - Financial planning and optionality through analytics - The changing role of CFOs - AI and machine learning in finance Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution.

Dhiraj is the founder of Mu Sigma, where he leads the company's strategic direction. Before starting Mu Sigma, he gained experience at Booz Allen Hamilton and PwC. Dhiraj was listed in Fortune Magazine's "40 under 40" in 2011 and 2013. In 2012, Ernst and Young India honored him with the "Entrepreneur Of The Year India" award in the Services sector. Additionally, in early 2014, CNBC TV18 India Business Leaders Awards presented him with the Young Turk award.

In this episode, we discuss:
  • The financial benefits of systemized decision-making
  • The art of problem-solving
  • Financial planning and optionality through analytics
  • The changing role of CFOs
  • AI and machine learning in finance


Learn more about Dhiraj:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 30 Apr 2024 10:00:00 +0000 Personiv Personiv 1860 Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution. Dhiraj is the founder of Mu Sigma, where he leads the company's strategic direction. Before starting Mu Sigma, he gained experience at Booz Allen Hamilton and PwC. Dhiraj was listed in Fortune Magazine's "40 under 40" in 2011 and 2013. In 2012, Ernst and Young India honored him with the "Entrepreneur Of The Year India" award in the Services sector. Additionally, in early 2014, CNBC TV18 India Business Leaders Awards presented him with the Young Turk award. In this episode, we discuss: - The financial benefits of systemized decision-making - The art of problem-solving - Financial planning and optionality through analytics - The changing role of CFOs - AI and machine learning in finance Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution. Dhiraj is the founder of Mu Sigma, where he leads the company's strategic direction. Before starting Mu Sigma, he gained experience at Booz Allen Hamilton and PwC. Dhiraj was listed in Fortune Magazine's "40 under 40" in 2011 and 2013. In 2012, Ernst and Young India honored him with the "Entrepreneur Of The Year India" award in the Services sector. Additionally, in early 2014, CNBC TV18 India Business Leaders Awards presented him with the Young Turk award. In this episode, we discuss: - The financial benefits of systemized decision-making - The art of problem-solving - Financial planning and optionality through analytics - The changing role of CFOs - AI and machine learning in finance No No High-Performance Finance Leadership with Daniel Welch https://podcasts.fame.so/e/vn55ppqn-high-performance-finance-leadership-daniel-welch High-Performance Finance Leadership with Daniel Welch 193 No No 80qqppn0 People expect CFOs to be masters of everything, not just finance. Strategy, technology, marketing, or customer engagement, a financial leader truly has to get a strong grasp on every aspect of a business. Impossible, some might say. But not for Daniel Welch, who joined us in this episode of CFO Weekly to share his personal performance as an executive as well as strategies for successfully scaling high-growth businesses. Daniel has a deep passion for developing and enhancing value in consumer-focused companies with standout products and strong customer connections. Before Kate Farms, he served as the CFO of Oura Health, led corporate finance and development at Sonos, and has a background in investment banking. In this episode, we discuss: - How to maintain high levels of performance in finance leadership - Key strategies for scaling high-growth businesses - The importance of leveraging technology in high-growth companies - Building efficiency in finance teams
People expect CFOs to be masters of everything, not just finance. Strategy, technology, marketing, or customer engagement, a financial leader truly has to get a strong grasp on every aspect of a business. Impossible, some might say. But not for Daniel Welch, who joined us in this episode of CFO Weekly to share his personal performance as an executive as well as strategies for successfully scaling high-growth businesses.

Daniel has a deep passion for developing and enhancing value in consumer-focused companies with standout products and strong customer connections. Before Kate Farms, he served as the CFO of Oura Health, led corporate finance and development at Sonos, and has a background in investment banking.
In this episode, we discuss:

  • How to maintain high levels of performance in finance leadership
  • Key strategies for scaling high-growth businesses
  • The importance of leveraging technology in high-growth companies
  • Building efficiency in finance teams


Learn more about Daniel:
Episode resources:
If you enjoyed this episode, then please either:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 23 Apr 2024 10:00:00 +0000 Personiv Personiv 2342 People expect CFOs to be masters of everything, not just finance. Strategy, technology, marketing, or customer engagement, a financial leader truly has to get a strong grasp on every aspect of a business. Impossible, some might say. But not for Daniel Welch, who joined us in this episode of CFO Weekly to share his personal performance as an executive as well as strategies for successfully scaling high-growth businesses. Daniel has a deep passion for developing and enhancing value in consumer-focused companies with standout products and strong customer connections. Before Kate Farms, he served as the CFO of Oura Health, led corporate finance and development at Sonos, and has a background in investment banking. In this episode, we discuss: - How to maintain high levels of performance in finance leadership - Key strategies for scaling high-growth businesses - The importance of leveraging technology in high-growth companies - Building efficiency in finance teams People expect CFOs to be masters of everything, not just finance. Strategy, technology, marketing, or customer engagement, a financial leader truly has to get a strong grasp on every aspect of a business. Impossible, some might say. But not for Daniel Welch, who joined us in this episode of CFO Weekly to share his personal performance as an executive as well as strategies for successfully scaling high-growth businesses. Daniel has a deep passion for developing and enhancing value in consumer-focused companies with standout products and strong customer connections. Before Kate Farms, he served as the CFO of Oura Health, led corporate finance and development at Sonos, and has a background in investment banking. In this episode, we discuss: - How to maintain high levels of performance in finance leadership - Key strategies for scaling high-growth businesses - The importance of leveraging technology in high-growth companies - Building efficiency in finance teams No No Business and Digital Transformation with Steve Hankins https://podcasts.fame.so/e/1npk6p68-business-and-digital-transformation-with-steve-hankins Business and Digital Transformation with Steve Hankins 192 No No z0rykvk1 Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation and how they can be effectively implemented, we discuss with Steve Hankins. Steve brings a wealth of experience from an outstanding career across the food and logistics industries, having sharpened his skills in various senior roles, including 21 years at Tyson Foods. Today, he is the CFO at Morgan Foods. Previously, Steve was also CEO of US Bentonite and Accio.US, as well as the Global CFO/CIO for Globe Express Services. His expertise spans business integration, transforming financial operations, financial reporting, and more. In this episode, we discuss: - Business and digital transformation - The role of technological innovation in reshaping financial operations - How to leverage technology for operational efficiency - Automation and digital transformation for business success Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation and how they can be effectively implemented, we discuss with Steve Hankins.

Steve brings a wealth of experience from an outstanding career across the food and logistics industries, having sharpened his skills in various senior roles, including 21 years at Tyson Foods. Today, he is the CFO at Morgan Foods. Previously, Steve was also CEO of US Bentonite and Accio.US, as well as the Global CFO/CIO for Globe Express Services. His expertise spans business integration, transforming financial operations, financial reporting, and more.

In this episode, we discuss:
  • Business and digital transformation
  • The role of technological innovation in reshaping financial operations
  • How to leverage technology for operational efficiency
  • Automation and digital transformation for business success

Learn more about Steve:

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]]> Tue, 16 Apr 2024 10:00:00 +0000 Personiv Personiv 3117 Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation and how they can be effectively implemented, we discuss with Steve Hankins. Steve brings a wealth of experience from an outstanding career across the food and logistics industries, having sharpened his skills in various senior roles, including 21 years at Tyson Foods. Today, he is the CFO at Morgan Foods. Previously, Steve was also CEO of US Bentonite and Accio.US, as well as the Global CFO/CIO for Globe Express Services. His expertise spans business integration, transforming financial operations, financial reporting, and more. In this episode, we discuss: - Business and digital transformation - The role of technological innovation in reshaping financial operations - How to leverage technology for operational efficiency - Automation and digital transformation for business success Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation and how they can be effectively implemented, we discuss with Steve Hankins. Steve brings a wealth of experience from an outstanding career across the food and logistics industries, having sharpened his skills in various senior roles, including 21 years at Tyson Foods. Today, he is the CFO at Morgan Foods. Previously, Steve was also CEO of US Bentonite and Accio.US, as well as the Global CFO/CIO for Globe Express Services. His expertise spans business integration, transforming financial operations, financial reporting, and more. In this episode, we discuss: - Business and digital transformation - The role of technological innovation in reshaping financial operations - How to leverage technology for operational efficiency - Automation and digital transformation for business success No No How Today's CFOs Lead Businesses into the Future with Alex Glueckler https://podcasts.fame.so/e/08j4mqx8-how-today-cfos-lead-businesses-future-alex-glueckler How Today's CFOs Lead Businesses into the Future with Alex Glueckler 191 No No 41p73xp0 It's not the first time we have explored the evolution of the CFO role. According to Alex Glueckler, today the CFO is expected to be a strategic advisor to the CEO and the board of directors. They must provide insights and analysis that drive decision-making and help shape the company's long-term growth strategy. What else is on the list? Alex breaks it down for us. With more than 18 years of experience in accounting, finance, and product management, Alex is a dynamic and goal-driven leader. He skillfully merges strategic planning, analytical prowess, and process enhancement capabilities to boost business efficiency and expansion. Some of his previous roles include Chief Financial Officer for CLMBR and Pure Harvest Corporate Group, as well as Interim CEO of Alternate36. In this episode, we discuss: - The evolving role of the CFO - Effective leadership and communication in finance - The importance of work-life balance for CFOs - Managing stress and avoiding burnout - Harnessing the power of data analysis in finance It's not the first time we have explored the evolution of the CFO role. According to Alex Glueckler, today the CFO is expected to be a strategic advisor to the CEO and the board of directors. They must provide insights and analysis that drive decision-making and help shape the company's long-term growth strategy. What else is on the list? Alex breaks it down for us.

With more than 18 years of experience in accounting, finance, and product management, Alex is a dynamic and goal-driven leader. He skillfully merges strategic planning, analytical prowess, and process enhancement capabilities to boost business efficiency and expansion. Some of his previous roles include Chief Financial Officer for CLMBR and Pure Harvest Corporate Group, as well as Interim CEO of Alternate36.

In this episode, we discuss:
  • The evolving role of the CFO
  • Effective leadership and communication in finance
  • The importance of work-life balance for CFOs
  • Managing stress and avoiding burnout
  • Harnessing the power of data analysis in finance

Learn more about Alex:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 09 Apr 2024 10:00:00 +0000 Personiv Personiv 2153 It's not the first time we have explored the evolution of the CFO role. According to Alex Glueckler, today the CFO is expected to be a strategic advisor to the CEO and the board of directors. They must provide insights and analysis that drive decision-making and help shape the company's long-term growth strategy. What else is on the list? Alex breaks it down for us. With more than 18 years of experience in accounting, finance, and product management, Alex is a dynamic and goal-driven leader. He skillfully merges strategic planning, analytical prowess, and process enhancement capabilities to boost business efficiency and expansion. Some of his previous roles include Chief Financial Officer for CLMBR and Pure Harvest Corporate Group, as well as Interim CEO of Alternate36. In this episode, we discuss: - The evolving role of the CFO - Effective leadership and communication in finance - The importance of work-life balance for CFOs - Managing stress and avoiding burnout - Harnessing the power of data analysis in finance It's not the first time we have explored the evolution of the CFO role. According to Alex Glueckler, today the CFO is expected to be a strategic advisor to the CEO and the board of directors. They must provide insights and analysis that drive decision-making and help shape the company's long-term growth strategy. What else is on the list? Alex breaks it down for us. With more than 18 years of experience in accounting, finance, and product management, Alex is a dynamic and goal-driven leader. He skillfully merges strategic planning, analytical prowess, and process enhancement capabilities to boost business efficiency and expansion. Some of his previous roles include Chief Financial Officer for CLMBR and Pure Harvest Corporate Group, as well as Interim CEO of Alternate36. In this episode, we discuss: - The evolving role of the CFO - Effective leadership and communication in finance - The importance of work-life balance for CFOs - Managing stress and avoiding burnout - Harnessing the power of data analysis in finance No No Tech-Savvy CFOs with Aneal Vallurupalli https://podcasts.fame.so/e/v85l329n-tech-savvy-cfos-with-aneal-vallurupalli Tech-Savvy CFOs with Aneal Vallurupalli 190 No No 81q7m2l1 Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have invited Aneal Vallurupalli to share his expertise. Aneal is the CFO at Airbase, a company focused on helping businesses with their spend management needs. He has vast experience in corporate finance, corporate development, operations, and technology mergers and acquisitions. Before joining Airbase, Aneal was the Vice President of Finance and Operations at Mattermost, where he played a key role in significantly increasing the company's enterprise value. In this episode, we discuss: - How financial technology drives value and efficiency - The role of analytics and AI in finance - Streamlining accounting processes - What the role of the modern CFO entails
Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have invited Aneal Vallurupalli to share his expertise.

Aneal is the CFO at Airbase, a company focused on helping businesses with their spend management needs. He has vast experience in corporate finance, corporate development, operations, and technology mergers and acquisitions. Before joining Airbase, Aneal was the Vice President of Finance and Operations at Mattermost, where he played a key role in significantly increasing the company's enterprise value.

In this episode, we discuss:
  • How financial technology drives value and efficiency
  • The role of analytics and AI in finance
  • Streamlining accounting processes
  • What the role of the modern CFO entails

Learn more about Aneal:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 Apr 2024 10:00:00 +0000 Personiv Personiv 2107 Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have invited Aneal Vallurupalli to share his expertise. Aneal is the CFO at Airbase, a company focused on helping businesses with their spend management needs. He has vast experience in corporate finance, corporate development, operations, and technology mergers and acquisitions. Before joining Airbase, Aneal was the Vice President of Finance and Operations at Mattermost, where he played a key role in significantly increasing the company's enterprise value. In this episode, we discuss: - How financial technology drives value and efficiency - The role of analytics and AI in finance - Streamlining accounting processes - What the role of the modern CFO entails Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have invited Aneal Vallurupalli to share his expertise. Aneal is the CFO at Airbase, a company focused on helping businesses with their spend management needs. He has vast experience in corporate finance, corporate development, operations, and technology mergers and acquisitions. Before joining Airbase, Aneal was the Vice President of Finance and Operations at Mattermost, where he played a key role in significantly increasing the company's enterprise value. In this episode, we discuss: - How financial technology drives value and efficiency - The role of analytics and AI in finance - Streamlining accounting processes - What the role of the modern CFO entails No No Harnessing the Power of Technology and People with Tom Panther https://podcasts.fame.so/e/lnqkmlxn-harnessing-power-technology-people-tom-panther Harnessing the Power of Technology and People with Tom Panther 189 No No 81n76w90 The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can leverage all these modern tools. Tom is an experienced finance professional with a 25-year track record in the industry, encompassing finance, accounting, and HR roles. Throughout his career, he held leadership titles such as Director of Corporate Finance, Corporate Controller, Chief Accounting Officer, and Head of Total Rewards at companies like FLEETCOR, SunTrust, and EVO Payments. In this episode, we discuss: - The impact of technology on the CFO role - How authentic leadership drives financial success - Talent acquisition strategies for CFOs - The future of high-performing CFOs - What role does AI play in finance?
The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can leverage all these modern tools.
Tom is an experienced finance professional with a 25-year track record in the industry, encompassing finance, accounting, and HR roles. Throughout his career, he held leadership titles such as Director of Corporate Finance, Corporate Controller, Chief Accounting Officer, and Head of Total Rewards at companies like FLEETCOR, SunTrust, and EVO Payments.


In this episode, we discuss:
  • The impact of technology on the CFO role
  • How authentic leadership drives financial success
  • Talent acquisition strategies for CFOs
  • The future of high-performing CFOs
  • What role does AI play in finance?


Learn more about Tom:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 26 Mar 2024 10:00:00 +0000 Personiv Personiv 1570 The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can leverage all these modern tools. Tom is an experienced finance professional with a 25-year track record in the industry, encompassing finance, accounting, and HR roles. Throughout his career, he held leadership titles such as Director of Corporate Finance, Corporate Controller, Chief Accounting Officer, and Head of Total Rewards at companies like FLEETCOR, SunTrust, and EVO Payments. In this episode, we discuss: - The impact of technology on the CFO role - How authentic leadership drives financial success - Talent acquisition strategies for CFOs - The future of high-performing CFOs - What role does AI play in finance? The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can leverage all these modern tools. Tom is an experienced finance professional with a 25-year track record in the industry, encompassing finance, accounting, and HR roles. Throughout his career, he held leadership titles such as Director of Corporate Finance, Corporate Controller, Chief Accounting Officer, and Head of Total Rewards at companies like FLEETCOR, SunTrust, and EVO Payments. In this episode, we discuss: - The impact of technology on the CFO role - How authentic leadership drives financial success - Talent acquisition strategies for CFOs - The future of high-performing CFOs - What role does AI play in finance? No No Growth and Cash Flow Strategies for 2024 with Guido Torrini https://podcasts.fame.so/e/5nz9k7r8-growth-cash-flow-strategies-2024-guido-torrini Growth and Cash Flow Strategies for 2024 with Guido Torrini 188 No No 80zkxn41 CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along with Guido Torrini, CFO of OneTrust. Guido's thirty-year career has consistently been at the forefront of transformative enterprise technology. Starting at Cisco and Dell, he played a key role in developing the hardware and network infrastructure critical for the widespread adoption of computers and devices. As a leader of finance teams at companies such as Groupon and Gympass, he promoted direct online interactions and transactions between businesses and customers. In this episode, we discuss: - How to balance growth and profitability in 2024 - The power of networking for CFOs - The impact of interest rates on financial planning - Key traits for today's CFOs - Customer experience and product innovation - The CFO's role in a high-interest rate environment CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along with Guido Torrini, CFO of OneTrust.

Guido's thirty-year career has consistently been at the forefront of transformative enterprise technology. Starting at Cisco and Dell, he played a key role in developing the hardware and network infrastructure critical for the widespread adoption of computers and devices. As a leader of finance teams at companies such as Groupon and Gympass, he promoted direct online interactions and transactions between businesses and customers.

In this episode, we discuss:
  • How to balance growth and profitability in 2024
  • The power of networking for CFOs
  • The impact of interest rates on financial planning
  • Key traits for today's CFOs
  • Customer experience and product innovation
  • The CFO's role in a high-interest rate environment

Learn more about Guido:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 19 Mar 2024 10:00:00 +0000 Personiv Personiv 1744 CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along with Guido Torrini, CFO of OneTrust. Guido's thirty-year career has consistently been at the forefront of transformative enterprise technology. Starting at Cisco and Dell, he played a key role in developing the hardware and network infrastructure critical for the widespread adoption of computers and devices. As a leader of finance teams at companies such as Groupon and Gympass, he promoted direct online interactions and transactions between businesses and customers. In this episode, we discuss: - How to balance growth and profitability in 2024 - The power of networking for CFOs - The impact of interest rates on financial planning - Key traits for today's CFOs - Customer experience and product innovation - The CFO's role in a high-interest rate environment CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along with Guido Torrini, CFO of OneTrust. Guido's thirty-year career has consistently been at the forefront of transformative enterprise technology. Starting at Cisco and Dell, he played a key role in developing the hardware and network infrastructure critical for the widespread adoption of computers and devices. As a leader of finance teams at companies such as Groupon and Gympass, he promoted direct online interactions and transactions between businesses and customers. In this episode, we discuss: - How to balance growth and profitability in 2024 - The power of networking for CFOs - The impact of interest rates on financial planning - Key traits for today's CFOs - Customer experience and product innovation - The CFO's role in a high-interest rate environment No No AI-Driven CFOs and Optimizing Net Cash Flows with Max Dame https://podcasts.fame.so/e/p8lmlv6n-ai-driven-optimizing-net-cash-flows-maxdame AI-Driven CFOs and Optimizing Net Cash Flows with Max Dame 187 No No x1l76zp0 Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools and algorithms to enhance their role in optimizing cash flows. Let's speak with Max Dame to learn how to do that. Max is an experienced finance and accounting leader with a strong background in SaaS and marketing technology and expertise in financial planning and analysis, financial reporting, and accounting. Currently, he serves as the Vice President Of Finance And Operations at Tesorio. Before that, Max was the Vice President of Finance at Formation, Director of Finance and Accounting at Kenandy, as well as Director of Finance and Senior Consultant at Meritus. In this episode, we discuss: - The role of AI-driven CFOs in net cash flow optimization - Why CFOs should embrace technology and AI - The three pillars for successfully transforming financial health - Cash flow optimization strategies in the current economic landscape - AI's impact on the future of finance Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools and algorithms to enhance their role in optimizing cash flows. Let's speak with Max Dame to learn how to do that.

Max is an experienced finance and accounting leader with a strong background in SaaS and marketing technology and expertise in financial planning and analysis, financial reporting, and accounting. Currently, he serves as the Vice President Of Finance And Operations at Tesorio. Before that, Max was the Vice President of Finance at Formation, Director of Finance and Accounting at Kenandy, as well as Director of Finance and Senior Consultant at Meritus.

In this episode, we discuss:
  • The role of AI-driven CFOs in net cash flow optimization
  • Why CFOs should embrace technology and AI
  • The three pillars for successfully transforming financial health
  • Cash flow optimization strategies in the current economic landscape
  • AI's impact on the future of finance

Learn more about Max:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 12 Mar 2024 10:00:00 +0000 Personiv Personiv 1317 Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools and algorithms to enhance their role in optimizing cash flows. Let's speak with Max Dame to learn how to do that. Max is an experienced finance and accounting leader with a strong background in SaaS and marketing technology and expertise in financial planning and analysis, financial reporting, and accounting. Currently, he serves as the Vice President Of Finance And Operations at Tesorio. Before that, Max was the Vice President of Finance at Formation, Director of Finance and Accounting at Kenandy, as well as Director of Finance and Senior Consultant at Meritus. In this episode, we discuss: - The role of AI-driven CFOs in net cash flow optimization - Why CFOs should embrace technology and AI - The three pillars for successfully transforming financial health - Cash flow optimization strategies in the current economic landscape - AI's impact on the future of finance Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools and algorithms to enhance their role in optimizing cash flows. Let's speak with Max Dame to learn how to do that. Max is an experienced finance and accounting leader with a strong background in SaaS and marketing technology and expertise in financial planning and analysis, financial reporting, and accounting. Currently, he serves as the Vice President Of Finance And Operations at Tesorio. Before that, Max was the Vice President of Finance at Formation, Director of Finance and Accounting at Kenandy, as well as Director of Finance and Senior Consultant at Meritus. In this episode, we discuss: - The role of AI-driven CFOs in net cash flow optimization - Why CFOs should embrace technology and AI - The three pillars for successfully transforming financial health - Cash flow optimization strategies in the current economic landscape - AI's impact on the future of finance No No Redefining the CFO-Legal Relationship with Eric Bouchard https://podcasts.fame.so/e/lnqk2q7n-redefining-cfo-legal-relationship-ericbouchard Redefining the CFO-Legal Relationship with Eric Bouchard 186 No No 81n7kym0 While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper into this topic today, we have Eric Bouchard. Eric is the Chief Financial Officer at Axiom. He has diverse work experience, starting in 1998 as a Senior at KPMG Audit. Throughout his career, he has held leadership positions at companies such as Bombardier Transportation, Alcan, Bauxite and Alumina, Atrium Innovations, and Nestlé Health Science. Today, he serves as the Chief Financial Officer for Axiom. In this episode, we discuss: - The CFO-legal partnership - Maintaining quality in legal support - How to avoid regulatory issues - Integrating AI while managing risks
While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper into this topic today, we have Eric Bouchard.
Eric is the Chief Financial Officer at Axiom. He has diverse work experience, starting in 1998 as a Senior at KPMG Audit. Throughout his career, he has held leadership positions at companies such as Bombardier Transportation, Alcan, Bauxite and Alumina, Atrium Innovations, and Nestlé Health Science. Today, he serves as the Chief Financial Officer for Axiom.

In this episode, we discuss:
  • The CFO-legal partnership
  • Maintaining quality in legal support
  • How to avoid regulatory issues
  • Integrating AI while managing risks

Learn more about Eric:
Episode resources:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 05 Mar 2024 10:00:00 +0000 Personiv Personiv 1814 While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper into this topic today, we have Eric Bouchard. Eric is the Chief Financial Officer at Axiom. He has diverse work experience, starting in 1998 as a Senior at KPMG Audit. Throughout his career, he has held leadership positions at companies such as Bombardier Transportation, Alcan, Bauxite and Alumina, Atrium Innovations, and Nestlé Health Science. Today, he serves as the Chief Financial Officer for Axiom. In this episode, we discuss: - The CFO-legal partnership - Maintaining quality in legal support - How to avoid regulatory issues - Integrating AI while managing risks While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper into this topic today, we have Eric Bouchard. Eric is the Chief Financial Officer at Axiom. He has diverse work experience, starting in 1998 as a Senior at KPMG Audit. Throughout his career, he has held leadership positions at companies such as Bombardier Transportation, Alcan, Bauxite and Alumina, Atrium Innovations, and Nestlé Health Science. Today, he serves as the Chief Financial Officer for Axiom. In this episode, we discuss: - The CFO-legal partnership - Maintaining quality in legal support - How to avoid regulatory issues - Integrating AI while managing risks No No The Rise of the Chief Future Officer with Joy Mbanugo https://podcasts.fame.so/e/v85llj0n-rise-chief-future-officer-joymbanugo The Rise of the Chief Future Officer with Joy Mbanugo 185 No No 81q773y1 Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new title - the Chief Future Officer. To understand the various aspects of this evolving role and discuss how CFOs are adapting to meet the challenges of the future, we discuss with Joy Mbanugo. As ServiceRocket's CFO, Joy oversees the Finance, Accounting, Procurement, and Workforce Planning teams. With more than 20 years of experience in audit, tax, business operations, financial services, and financial planning and analysis across different industries, she brings a wealth of knowledge to her role. Before ServiceRocket, Joy spent five years at Google, where she assessed Google Cloud Partnerships and Solutions, managed Alphabet's financial data, and optimized the cash management for assets exceeding $100 billion. In this episode, we discuss: - The evolving role of the CFO - Upskilling employees for growth - From Chief Financial to Future Officer - Collaboration and team building for CFOs - Empowering women in the workplace
Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new title - the Chief Future Officer. To understand the various aspects of this evolving role and discuss how CFOs are adapting to meet the challenges of the future, we discuss with Joy Mbanugo.

As ServiceRocket's CFO, Joy oversees the Finance, Accounting, Procurement, and Workforce Planning teams. With more than 20 years of experience in audit, tax, business operations, financial services, and financial planning and analysis across different industries, she brings a wealth of knowledge to her role. Before ServiceRocket, Joy spent five years at Google, where she assessed Google Cloud Partnerships and Solutions, managed Alphabet's financial data, and optimized the cash management for assets exceeding $100 billion.

In this episode, we discuss:
  • The evolving role of the CFO
  • Upskilling employees for growth
  • From Chief Financial to Future Officer
  • Collaboration and team building for CFOs
  • Empowering women in the workplace


Learn more about Joy:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 27 Feb 2024 10:00:00 +0000 Personiv Personiv 1788 Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new title - the Chief Future Officer. To understand the various aspects of this evolving role and discuss how CFOs are adapting to meet the challenges of the future, we discuss with Joy Mbanugo. As ServiceRocket's CFO, Joy oversees the Finance, Accounting, Procurement, and Workforce Planning teams. With more than 20 years of experience in audit, tax, business operations, financial services, and financial planning and analysis across different industries, she brings a wealth of knowledge to her role. Before ServiceRocket, Joy spent five years at Google, where she assessed Google Cloud Partnerships and Solutions, managed Alphabet's financial data, and optimized the cash management for assets exceeding $100 billion. In this episode, we discuss: - The evolving role of the CFO - Upskilling employees for growth - From Chief Financial to Future Officer - Collaboration and team building for CFOs - Empowering women in the workplace Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new title - the Chief Future Officer. To understand the various aspects of this evolving role and discuss how CFOs are adapting to meet the challenges of the future, we discuss with Joy Mbanugo. As ServiceRocket's CFO, Joy oversees the Finance, Accounting, Procurement, and Workforce Planning teams. With more than 20 years of experience in audit, tax, business operations, financial services, and financial planning and analysis across different industries, she brings a wealth of knowledge to her role. Before ServiceRocket, Joy spent five years at Google, where she assessed Google Cloud Partnerships and Solutions, managed Alphabet's financial data, and optimized the cash management for assets exceeding $100 billion. In this episode, we discuss: - The evolving role of the CFO - Upskilling employees for growth - From Chief Financial to Future Officer - Collaboration and team building for CFOs - Empowering women in the workplace Personiv, Megan Weis, Joy Mbanugo, ServiceRocket No No The Future of Finance with Emmanuel Daniel https://podcasts.fame.so/e/4n9xv4m8-future-finance-emmanuel-daniel The Future of Finance with Emmanuel Daniel 184 No No v07z5nr1 The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share.

Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024.


In this episode, we discuss:
  • Challenges and opportunities in modern finance
  • Blockchain and the evolution of financial institutions
  • Balance sheets and digital assets
  • The impact of decentralized finance on traditional banks
  • Security and stability of financial digital assets


Learn more about Emmanuel:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 20 Feb 2024 10:00:00 +0000 Personiv Personiv 2568 The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets No No Simplifying Your Finances with Danielle Hendon https://podcasts.fame.so/e/vnwk6x7n-simplifying-your-finances-with-danielle-hendon Simplifying Your Finances with Danielle Hendon 183 No No 81xnplq1 Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission to change that. Danielle helps business owners earn their deserved income and increase their profits annually by helping them understand their finances and the reasons behind their fluctuations. With over ten years of experience in corporate finance and accounting from her time at LINN Energy/Riviera Resources, UHY Advisors, and Devon Energy, she offers small businesses tailored financial guidance that aligns with their budget and requirements. In this episode, we discuss: - Strategies for improving operational profit - The role of CFOs in small business success - How small businesses can benefit from thinking like the big ones - The value of non-revenue-generating roles for scaling your business
Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission to change that.

Danielle helps business owners earn their deserved income and increase their profits annually by helping them understand their finances and the reasons behind their fluctuations. With over ten years of experience in corporate finance and accounting from her time at LINN Energy/Riviera Resources, UHY Advisors, and Devon Energy, she offers small businesses tailored financial guidance that aligns with their budget and requirements.


In this episode, we discuss:
  • Strategies for improving operational profit
  • The role of CFOs in small business success
  • How small businesses can benefit from thinking like the big ones
  • The value of non-revenue-generating roles for scaling your business


Learn more about Danielle:
Episode resources:
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 13 Feb 2024 10:00:00 +0000 Personiv Personiv 1711 Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission to change that. Danielle helps business owners earn their deserved income and increase their profits annually by helping them understand their finances and the reasons behind their fluctuations. With over ten years of experience in corporate finance and accounting from her time at LINN Energy/Riviera Resources, UHY Advisors, and Devon Energy, she offers small businesses tailored financial guidance that aligns with their budget and requirements. In this episode, we discuss: - Strategies for improving operational profit - The role of CFOs in small business success - How small businesses can benefit from thinking like the big ones - The value of non-revenue-generating roles for scaling your business Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission to change that. Danielle helps business owners earn their deserved income and increase their profits annually by helping them understand their finances and the reasons behind their fluctuations. With over ten years of experience in corporate finance and accounting from her time at LINN Energy/Riviera Resources, UHY Advisors, and Devon Energy, she offers small businesses tailored financial guidance that aligns with their budget and requirements. In this episode, we discuss: - Strategies for improving operational profit - The role of CFOs in small business success - How small businesses can benefit from thinking like the big ones - The value of non-revenue-generating roles for scaling your business No No Bridging Finance and Operations with Luigi Testa https://podcasts.fame.so/e/08j4q6j8-luigi-testa-of-linksquares Bridging Finance and Operations with Luigi Testa 182 No No 41p7x5n0 Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mitigate risk, and drive growth. And that's what Luigi Testa talks about in today's episode. Luigi is an accomplished finance and strategy professional with a vast background in venture capital and SaaS industries. He is the Chief Financial Officer at LinkSquares and a Founding Member of The F Suite, an exclusive, invitation-only community for CFOs. Previously, Luigi worked at Building Engines. His performance and leadership were recognized when he was named among the Boston Business Journal's 2023 CFO of the Year. In this episode, we discuss: - How integrating finance elevates business operations - The AI impact on finance - Leadership and relationship building in finance - How to strike a balance between growth and efficiency - Storytelling in finance communication Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mitigate risk, and drive growth. And that's what Luigi Testa talks about in today's episode.

Luigi is an accomplished finance and strategy professional with a vast background in venture capital and SaaS industries. He is the Chief Financial Officer at LinkSquares and a Founding Member of The F Suite, an exclusive, invitation-only community for CFOs. Previously, Luigi worked at Building Engines. His performance and leadership were recognized when he was named among the Boston Business Journal's 2023 CFO of the Year.


In this episode, we discuss:
  • How integrating finance elevates business operations
  • The AI impact on finance
  • Leadership and relationship building in finance
  • How to strike a balance between growth and efficiency
  • Storytelling in finance communication

Learn more about Luigi:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 06 Feb 2024 10:00:00 +0000 Personiv Personiv 1775 Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mitigate risk, and drive growth. And that's what Luigi Testa talks about in today's episode. Luigi is an accomplished finance and strategy professional with a vast background in venture capital and SaaS industries. He is the Chief Financial Officer at LinkSquares and a Founding Member of The F Suite, an exclusive, invitation-only community for CFOs. Previously, Luigi worked at Building Engines. His performance and leadership were recognized when he was named among the Boston Business Journal's 2023 CFO of the Year. In this episode, we discuss: - How integrating finance elevates business operations - The AI impact on finance - Leadership and relationship building in finance - How to strike a balance between growth and efficiency - Storytelling in finance communication Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mitigate risk, and drive growth. And that's what Luigi Testa talks about in today's episode. Luigi is an accomplished finance and strategy professional with a vast background in venture capital and SaaS industries. He is the Chief Financial Officer at LinkSquares and a Founding Member of The F Suite, an exclusive, invitation-only community for CFOs. Previously, Luigi worked at Building Engines. His performance and leadership were recognized when he was named among the Boston Business Journal's 2023 CFO of the Year. In this episode, we discuss: - How integrating finance elevates business operations - The AI impact on finance - Leadership and relationship building in finance - How to strike a balance between growth and efficiency - Storytelling in finance communication No No Tackling Today's Toughest Economic Challenges with Ali Firoozi https://podcasts.fame.so/e/18235yzn-tackling-today-s-toughest-economic-challenges-with-ali-firoozi Tackling Today's Toughest Economic Challenges with Ali Firoozi 181 No No 209z3jv1 The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recent rate increases from the Fed and the recurring threat of a US government shutdown. With over two decades of expertise in finance, Ali serves as the CFO of The PAC Group, where he oversees the financial integrity and system accuracy for the company's $65 million global consulting and engineering management operations. Throughout his career, Ali has worked for companies like Logix Federal Credit, JPMorgan Chase, and Washington Mutual Bank. In this episode, we discuss: - The impact of Federal Reserve rate increases - Potential ramifications of a US government shutdown - Challenges and opportunities for financial leaders in today's economy - CFO strategies for turbulent times - The future of the US dollar as the reserve currency The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recent rate increases from the Fed and the recurring threat of a US government shutdown.

With over two decades of expertise in finance, Ali serves as the CFO of The PAC Group, where he oversees the financial integrity and system accuracy for the company's $65 million global consulting and engineering management operations. Throughout his career, Ali has worked for companies like Logix Federal Credit, JPMorgan Chase, and Washington Mutual Bank.

In this episode, we discuss:
  • The impact of Federal Reserve rate increases
  • Potential ramifications of a US government shutdown
  • Challenges and opportunities for financial leaders in today's economy
  • CFO strategies for turbulent times
  • The future of the US dollar as the reserve currency

Learn more about Ali:
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 30 Jan 2024 11:21:00 +0000 Personiv Personiv 2309 The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recent rate increases from the Fed and the recurring threat of a US government shutdown. With over two decades of expertise in finance, Ali serves as the CFO of The PAC Group, where he oversees the financial integrity and system accuracy for the company's $65 million global consulting and engineering management operations. Throughout his career, Ali has worked for companies like Logix Federal Credit, JPMorgan Chase, and Washington Mutual Bank. In this episode, we discuss: - The impact of Federal Reserve rate increases - Potential ramifications of a US government shutdown - Challenges and opportunities for financial leaders in today's economy - CFO strategies for turbulent times - The future of the US dollar as the reserve currency The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recent rate increases from the Fed and the recurring threat of a US government shutdown. With over two decades of expertise in finance, Ali serves as the CFO of The PAC Group, where he oversees the financial integrity and system accuracy for the company's $65 million global consulting and engineering management operations. Throughout his career, Ali has worked for companies like Logix Federal Credit, JPMorgan Chase, and Washington Mutual Bank. In this episode, we discuss: - The impact of Federal Reserve rate increases - Potential ramifications of a US government shutdown - Challenges and opportunities for financial leaders in today's economy - CFO strategies for turbulent times - The future of the US dollar as the reserve currency No No How to Maximize Your Profits and Grow Your Business with Manny Skevofilax https://podcasts.fame.so/e/x81r0jxn-how-to-maximize-your-profits-and-grow-your-business-with-manny-skevofilax How to Maximize Your Profits and Grow Your Business with Manny Skevofilax 180 No No 713z23j0 No profits, no growth. It's a business reality applicable to all companies. Without profits, there is no way to invest in innovation and operations expansion, or attract top talent. In this episode of CFO Weekly, Manny Skevofilax joins Megan Weis to share how to maximize profitability while growing your business. Manny is the Principal at PORTAL CFO Consulting. His role is to serve business owners as their navigators to business growth and making more money. Along the journey, Manny helps clients gain a better understanding of their business's financial health so they can make more informed business decisions. In this episode, we discuss: - Strategies for maximizing profitability - Overcoming the challenges of business growth - Building efficiency in business operations - The role of financial discipline
No profits, no growth. It's a business reality applicable to all companies. Without profits, there is no way to invest in innovation and operations expansion, or attract top talent. In this episode of CFO Weekly, Manny Skevofilax joins Megan Weis to share how to maximize profitability while growing your business.

Manny is the Principal at PORTAL CFO Consulting. His role is to serve business owners as their navigators to business growth and making more money. Along the journey, Manny helps clients gain a better understanding of their business's financial health so they can make more informed business decisions.

In this episode, we discuss:
  • Strategies for maximizing profitability
  • Overcoming the challenges of business growth
  • Building efficiency in business operations
  • The role of financial discipline


Learn more about Manny:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 23 Jan 2024 10:14:00 +0000 Personiv Personiv 1371 No profits, no growth. It's a business reality applicable to all companies. Without profits, there is no way to invest in innovation and operations expansion, or attract top talent. In this episode of CFO Weekly, Manny Skevofilax joins Megan Weis to share how to maximize profitability while growing your business. Manny is the Principal at PORTAL CFO Consulting. His role is to serve business owners as their navigators to business growth and making more money. Along the journey, Manny helps clients gain a better understanding of their business's financial health so they can make more informed business decisions. In this episode, we discuss: - Strategies for maximizing profitability - Overcoming the challenges of business growth - Building efficiency in business operations - The role of financial discipline No profits, no growth. It's a business reality applicable to all companies. Without profits, there is no way to invest in innovation and operations expansion, or attract top talent. In this episode of CFO Weekly, Manny Skevofilax joins Megan Weis to share how to maximize profitability while growing your business. Manny is the Principal at PORTAL CFO Consulting. His role is to serve business owners as their navigators to business growth and making more money. Along the journey, Manny helps clients gain a better understanding of their business's financial health so they can make more informed business decisions. In this episode, we discuss: - Strategies for maximizing profitability - Overcoming the challenges of business growth - Building efficiency in business operations - The role of financial discipline No No From Planning to Execution: IPO Winning Strategies with Jayson Noland https://podcasts.fame.so/e/lnqk476n-from-planning-to-execution-ipo-winning-strategies-with-jayson-noland From Planning to Execution: IPO Winning Strategies with Jayson Noland 179 No No 81n7xmq0 An IPO is not just a financial milestone in the business growth, but a transformative journey demanding a complete, data-driven, and strategic reorientation of the entire business. A CFO plays a key role in the IPO process. To learn more about it, we discussed it with Jayson Noland. Jayson Noland is CFO at HackerOne, a company empowering the world to build a safer internet. He is also an Advisory Council Member at Forgepoint Capital. Previously, Jayson worked at Cloudflare as VP of Strategic Finance, Treasury, and Investor Relations. In this episode, we discuss: - IPO readiness strategies - Data-driven decision-making in IPO planning - Steps to transform your business for the stock market - How to effectively manage capital market engagement An IPO is not just a financial milestone in the business growth, but a transformative journey demanding a complete, data-driven, and strategic reorientation of the entire business. A CFO plays a key role in the IPO process. To learn more about it, we discussed it with Jayson Noland.

Jayson Noland is CFO at HackerOne, a company empowering the world to build a safer internet. He is also an Advisory Council Member at Forgepoint Capital. Previously, Jayson worked at Cloudflare as VP of Strategic Finance, Treasury, and Investor Relations.

In this episode, we discuss:

  • IPO readiness strategies
  • Data-driven decision-making in IPO planning
  • Steps to transform your business for the stock market
  • How to effectively manage capital market engagement

Learn more about Jayson:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 16 Jan 2024 10:00:00 +0000 Personiv Personiv 1083 An IPO is not just a financial milestone in the business growth, but a transformative journey demanding a complete, data-driven, and strategic reorientation of the entire business. A CFO plays a key role in the IPO process. To learn more about it, we discussed it with Jayson Noland. Jayson Noland is CFO at HackerOne, a company empowering the world to build a safer internet. He is also an Advisory Council Member at Forgepoint Capital. Previously, Jayson worked at Cloudflare as VP of Strategic Finance, Treasury, and Investor Relations. In this episode, we discuss: - IPO readiness strategies - Data-driven decision-making in IPO planning - Steps to transform your business for the stock market - How to effectively manage capital market engagement An IPO is not just a financial milestone in the business growth, but a transformative journey demanding a complete, data-driven, and strategic reorientation of the entire business. A CFO plays a key role in the IPO process. To learn more about it, we discussed it with Jayson Noland. Jayson Noland is CFO at HackerOne, a company empowering the world to build a safer internet. He is also an Advisory Council Member at Forgepoint Capital. Previously, Jayson worked at Cloudflare as VP of Strategic Finance, Treasury, and Investor Relations. In this episode, we discuss: - IPO readiness strategies - Data-driven decision-making in IPO planning - Steps to transform your business for the stock market - How to effectively manage capital market engagement No No A CFO's Perspective for Understanding Operations and Driving Value with Aaron Sallade https://podcasts.fame.so/e/2n6437wn-a-cfo-s-perspective-for-understanding-operations-and-driving-value-with-aaron-sallade A CFO's Perspective for Understanding Operations and Driving Value with Aaron Sallade 178 No No j02zxmj0 Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, businesses strive to stay ahead. At the helm, CFOs wield crucial influence, not merely overseeing financial outcomes but actively driving strategic transformations. As guardians of a company's fiscal health, they proactively shape and steer organizations through these dynamic challenges, ensuring resilience and adaptability in the face of change. Aaron Sallade is the Chief Financial Officer at BiggerPockets. He is a seasoned leader with over 15 years of expertise in finance strategy and operations, dedicated to driving value creation. Before joining BiggerPockets, Aaron spearheaded numerous strategic initiatives and pioneered category expansion efforts at Home Advisor. His extensive background includes diverse roles in corporate finance, private equity, and investment banking. Moreover, Aaron is an Army veteran, having served in Bosnia Herzegovina and Afghanistan. Beyond his professional endeavors, he manages a small portfolio of investment properties and cherishes moments with his wife and four kids. In this episode, we discuss: - Understanding operations as a CFO - Prioritizing revenue over cost-cutting for tangible impacts - Identifying, analyzing, and aligning resources for future strategies - Risk mitigation and financial strategies Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, businesses strive to stay ahead. At the helm, CFOs wield crucial influence, not merely overseeing financial outcomes but actively driving strategic transformations. As guardians of a company's fiscal health, they proactively shape and steer organizations through these dynamic challenges, ensuring resilience and adaptability in the face of change. 

Aaron Sallade is the Chief Financial Officer at BiggerPockets. He is a seasoned leader with over 15 years of expertise in finance strategy and operations, dedicated to driving value creation. Before joining BiggerPockets, Aaron spearheaded numerous strategic initiatives and pioneered category expansion efforts at Home Advisor. His extensive background includes diverse roles in corporate finance, private equity, and investment banking. Moreover, Aaron is an Army veteran, having served in Bosnia Herzegovina and Afghanistan. Beyond his professional endeavors, he manages a small portfolio of investment properties and cherishes moments with his wife and four kids.

In this episode, we discuss:

  • Understanding operations as a CFO
  • Prioritizing revenue over cost-cutting for tangible impacts
  • Identifying, analyzing, and aligning resources for future strategies
  • Risk mitigation and financial strategies

Learn more about Aaron:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 09 Jan 2024 10:00:00 +0000 Personiv Personiv 1089 Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, businesses strive to stay ahead. At the helm, CFOs wield crucial influence, not merely overseeing financial outcomes but actively driving strategic transformations. As guardians of a company's fiscal health, they proactively shape and steer organizations through these dynamic challenges, ensuring resilience and adaptability in the face of change. Aaron Sallade is the Chief Financial Officer at BiggerPockets. He is a seasoned leader with over 15 years of expertise in finance strategy and operations, dedicated to driving value creation. Before joining BiggerPockets, Aaron spearheaded numerous strategic initiatives and pioneered category expansion efforts at Home Advisor. His extensive background includes diverse roles in corporate finance, private equity, and investment banking. Moreover, Aaron is an Army veteran, having served in Bosnia Herzegovina and Afghanistan. Beyond his professional endeavors, he manages a small portfolio of investment properties and cherishes moments with his wife and four kids. In this episode, we discuss: - Understanding operations as a CFO - Prioritizing revenue over cost-cutting for tangible impacts - Identifying, analyzing, and aligning resources for future strategies - Risk mitigation and financial strategies Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, businesses strive to stay ahead. At the helm, CFOs wield crucial influence, not merely overseeing financial outcomes but actively driving strategic transformations. As guardians of a company's fiscal health, they proactively shape and steer organizations through these dynamic challenges, ensuring resilience and adaptability in the face of change. Aaron Sallade is the Chief Financial Officer at BiggerPockets. He is a seasoned leader with over 15 years of expertise in finance strategy and operations, dedicated to driving value creation. Before joining BiggerPockets, Aaron spearheaded numerous strategic initiatives and pioneered category expansion efforts at Home Advisor. His extensive background includes diverse roles in corporate finance, private equity, and investment banking. Moreover, Aaron is an Army veteran, having served in Bosnia Herzegovina and Afghanistan. Beyond his professional endeavors, he manages a small portfolio of investment properties and cherishes moments with his wife and four kids. In this episode, we discuss: - Understanding operations as a CFO - Prioritizing revenue over cost-cutting for tangible impacts - Identifying, analyzing, and aligning resources for future strategies - Risk mitigation and financial strategies No No Top Skills and Strategies for Standing Out in Finance with Stephen Newland https://podcasts.fame.so/e/vnwk1jpn-top-skills-and-strategies-for-standing-out-in-finance-with-stephen-newland Top Skills and Strategies for Standing Out in Finance with Stephen Newland 0 No No 81xnmv21 Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: -How does GrowthLab help businesses optimize their finances for growth? -The importance of learning from mistakes -What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? -How can finance professionals develop soft skills early on? -How can you build relationships and win over the trust of leadership? -Creating a plan for personal growth Presented by Personiv https://insights.personiv.com/cfo-weekly Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered.

Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE.

In this episode, we discuss:

  • How does GrowthLab help businesses optimize their finances for growth?
  • The importance of learning from mistakes
  • What skills are essential in helping finance professionals stand out and advance more quickly within their organizations?
  • How can finance professionals develop soft skills early on?
  • How can you build relationships and win over the trust of leadership?
  • Creating a plan for personal growth

Learn more about Stephen:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 Jan 2024 10:00:00 +0000 Personiv Personiv 2078 Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: -How does GrowthLab help businesses optimize their finances for growth? -The importance of learning from mistakes -What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? -How can finance professionals develop soft skills early on? -How can you build relationships and win over the trust of leadership? -Creating a plan for personal growth Presented by Personiv https://insights.personiv.com/cfo-weekly Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: -How does GrowthLab help businesses optimize their finances for growth? -The importance of learning from mistakes -What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? -How can finance professionals develop soft skills early on? -How can you build relationships and win over the trust of leadership? -Creating a plan for personal growth Presented by Personiv https://insights.personiv.com/cfo-weekly No No Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman https://podcasts.fame.so/e/18pkj6wn-transforming-the-four-fp-a-key-pillars-for-business-success-with-carl-seidman Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman 0 No No z1rynk20 In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: -What does transforming FP&A look like? -What are the four key pillars of FP&A? -What's the difference between the FP&A function in small versus large organizations? -Why is there a need for FP&A professionals to be entrenched in other business functions' operations? -How does technology make finance a seamless part of a company's operations? -How can finance leaders promote financial responsibility and accountability cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.

Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.

In this episode, we discuss:

  • What does transforming FP&A look like?
  • What are the four key pillars of FP&A?
  • What's the difference between the FP&A function in small versus large organizations?
  • Why is there a need for FP&A professionals to be entrenched in other business functions' operations?
  • How does technology make finance a seamless part of a company's operations?
  • How can finance leaders promote financial responsibility and accountability cultures?

Learn more about Carl:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 26 Dec 2023 10:00:00 +0000 Personiv Personiv 2851 In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: -What does transforming FP&A look like? -What are the four key pillars of FP&A? -What's the difference between the FP&A function in small versus large organizations? -Why is there a need for FP&A professionals to be entrenched in other business functions' operations? -How does technology make finance a seamless part of a company's operations? -How can finance leaders promote financial responsibility and accountability cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: -What does transforming FP&A look like? -What are the four key pillars of FP&A? -What's the difference between the FP&A function in small versus large organizations? -Why is there a need for FP&A professionals to be entrenched in other business functions' operations? -How does technology make finance a seamless part of a company's operations? -How can finance leaders promote financial responsibility and accountability cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly Carl Seidman, Seidman Financial, Transforming the Four FP&A Key Pillars for Business Success, Megan Weis, CFO Weekly, Personiv No No Why the Future for CFOs is More Than Just Number Crunching with Ilana Esterrich https://podcasts.fame.so/e/489x6zmn-why-the-future-for-cfos-is-more-than-just-number-crunching-with-ilana-esterrich Why the Future for CFOs is More Than Just Number Crunching with Ilana Esterrich 177 No No v17zqkr0 In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich. With her extensive 30-year career in operations and finance, Ilana currently excels in her role as the CFO of Planned Parenthood, a trusted healthcare provider. Before that, Ilana served as CFO for the American Coatings Association, Chief Financial and Administrative Officer for the Centre of Strategic and Budgetary Assessments, and President of the American Women’s Club of Thailand. In this episode, we discuss: - The evolving role of the CFO - The subtle differences between modern nonprofit and for-profit CFO roles - How to build effective financial teams - Leveraging AI in accounting and finance In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich.

With her extensive 30-year career in operations and finance, Ilana currently excels in her role as the CFO of Planned Parenthood, a trusted healthcare provider. Before that, Ilana served as CFO for the American Coatings Association, Chief Financial and Administrative Officer for the Centre of Strategic and Budgetary Assessments, and President of the American Women’s Club of Thailand.

In this episode, we discuss:

- The evolving role of the CFO
- The subtle differences between modern nonprofit and for-profit CFO roles
- How to build effective financial teams
- Leveraging AI in accounting and finance


Learn more about Ilana:
  • Ilana Esterrich on LinkedIn
  • Planned Parenthood Federation of America Website

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 19 Dec 2023 10:00:00 +0000 Personiv Personiv 1788 In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich. With her extensive 30-year career in operations and finance, Ilana currently excels in her role as the CFO of Planned Parenthood, a trusted healthcare provider. Before that, Ilana served as CFO for the American Coatings Association, Chief Financial and Administrative Officer for the Centre of Strategic and Budgetary Assessments, and President of the American Women’s Club of Thailand. In this episode, we discuss: - The evolving role of the CFO - The subtle differences between modern nonprofit and for-profit CFO roles - How to build effective financial teams - Leveraging AI in accounting and finance In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich. With her extensive 30-year career in operations and finance, Ilana currently excels in her role as the CFO of Planned Parenthood, a trusted healthcare provider. Before that, Ilana served as CFO for the American Coatings Association, Chief Financial and Administrative Officer for the Centre of Strategic and Budgetary Assessments, and President of the American Women’s Club of Thailand. In this episode, we discuss: - The evolving role of the CFO - The subtle differences between modern nonprofit and for-profit CFO roles - How to build effective financial teams - Leveraging AI in accounting and finance No No “No Risk It, No Biscuit”: A Financial Perspective on Risk with Isaac Strulowitz https://podcasts.fame.so/e/4n9x7928-no-risk-it-no-biscuit-a-financial-perspective-on-risk-with-isaac-strulowitz “No Risk It, No Biscuit”: A Financial Perspective on Risk with Isaac Strulowitz 176 No No v07z6lv1 Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about mitigating financial risk. Isaac is a finance professional with over 10 years of experience. He is a Partner and Chief Financial Officer at CoVenture. Prior to this, Isaac worked in Real Estate Finance for The Blackstone Group. His first professional roles were at EY, where he started as an Intern. In this episode, we discuss: - Balancing risk and reward - Smart risk-taking and mitigation - Integrating judgment, experience, and data - Avoiding common mistakes in fast-growing businesses Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about mitigating financial risk.

Isaac is a finance professional with over 10 years of experience. He is a Partner and Chief Financial Officer at CoVenture. Prior to this, Isaac worked in Real Estate Finance for The Blackstone Group. His first professional roles were at EY, where he started as an Intern.

In this episode, we discuss:

- Balancing risk and reward
- Smart risk-taking and mitigation
- Integrating judgment, experience, and data
- Avoiding common mistakes in fast-growing businesses

Learn more about Isaac:
Episode resources:
If you enjoyed this episode, then please either:
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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 12 Dec 2023 10:00:00 +0000 Personiv Personiv 1429 Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about mitigating financial risk. Isaac is a finance professional with over 10 years of experience. He is a Partner and Chief Financial Officer at CoVenture. Prior to this, Isaac worked in Real Estate Finance for The Blackstone Group. His first professional roles were at EY, where he started as an Intern. In this episode, we discuss: - Balancing risk and reward - Smart risk-taking and mitigation - Integrating judgment, experience, and data - Avoiding common mistakes in fast-growing businesses Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about mitigating financial risk. Isaac is a finance professional with over 10 years of experience. He is a Partner and Chief Financial Officer at CoVenture. Prior to this, Isaac worked in Real Estate Finance for The Blackstone Group. His first professional roles were at EY, where he started as an Intern. In this episode, we discuss: - Balancing risk and reward - Smart risk-taking and mitigation - Integrating judgment, experience, and data - Avoiding common mistakes in fast-growing businesses No No Unmasking Time Theft by Making Work Visible with James Kennedy https://podcasts.fame.so/e/1n23z0r8-unmasking-time-theft-making-work-visible-james-kennedy Unmasking Time Theft by Making Work Visible with James Kennedy 175 No No 219zvq90 Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thieves. Today, he will be sharing some insights with us. James is a well-versed entrepreneur, currently dedicated to assisting finance teams by providing a wealth of resources, including educational content, podcasts, videos, and specialized software. His entrepreneurial journey includes founding and managing companies like Piehole and Smartnote, building on his earlier experience as a Contract Engineer at Arantech. In this episode, we discuss: - The importance of "Making Work Visible" for enhancing team productivity - How to identify and mitigate "time thieves" - The 15-minute daily stand-up meeting productivity hack - Strategies for harmonizing expectations with reality Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thieves. Today, he will be sharing some insights with us.

James is a well-versed entrepreneur, currently dedicated to assisting finance teams by providing a wealth of resources, including educational content, podcasts, videos, and specialized software. His entrepreneurial journey includes founding and managing companies like Piehole and Smartnote, building on his earlier experience as a Contract Engineer at Arantech.

In this episode, we discuss:
- The importance of "Making Work Visible" for enhancing team productivity
- How to identify and mitigate "time thieves"
- The 15-minute daily stand-up meeting productivity hack
- Strategies for harmonizing expectations with reality

Learn more about James:
- James Kennedy on LinkedIn
- ProcurementExpress.com Website
- RubberStamp Website
- Fighting Blindness Website
- Making Work Visible Book

Episode resources:
- Personiv's Website
- Personiv on LinkedIn
- Personiv on Facebook
- Personiv on Twitter

If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify

Instructions on how to follow, rate, and review CFO Weekly are here.
Episode resources:
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 05 Dec 2023 10:00:00 +0000 Personiv Personiv 2578 Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thieves. Today, he will be sharing some insights with us. James is a well-versed entrepreneur, currently dedicated to assisting finance teams by providing a wealth of resources, including educational content, podcasts, videos, and specialized software. His entrepreneurial journey includes founding and managing companies like Piehole and Smartnote, building on his earlier experience as a Contract Engineer at Arantech. In this episode, we discuss: - The importance of "Making Work Visible" for enhancing team productivity - How to identify and mitigate "time thieves" - The 15-minute daily stand-up meeting productivity hack - Strategies for harmonizing expectations with reality Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thieves. Today, he will be sharing some insights with us. James is a well-versed entrepreneur, currently dedicated to assisting finance teams by providing a wealth of resources, including educational content, podcasts, videos, and specialized software. His entrepreneurial journey includes founding and managing companies like Piehole and Smartnote, building on his earlier experience as a Contract Engineer at Arantech. In this episode, we discuss: - The importance of "Making Work Visible" for enhancing team productivity - How to identify and mitigate "time thieves" - The 15-minute daily stand-up meeting productivity hack - Strategies for harmonizing expectations with reality No No Seize Control of Your Financial Risk Management in a Tech-Driven World with Meg Johnson https://podcasts.fame.so/e/q802krz8-seize-control-financial-risk-management-tech-driven-world Seize Control of Your Financial Risk Management in a Tech-Driven World with Meg Johnson 174 No No p0kr9q31 Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure of diving into the topic with a special guest, Meg Johnson. Meg is a Financial Services Regulatory Professional with over two decades of experience in bank regulation, risk management, operational strategies, and strategic planning. Currently, she serves as the CFO at Terra State Community College. Before that, Meg was the Executive VP and Deputy Chief Risk Officer at S&T Bank and the VP of Community and Regional Supervision at the Federal Reserve System. In this episode, we discuss: - Strategies for effective financial risk management - How to cultivate a culture of integrity in financial risk management - The role data, analytics, and technology in financial risk management Presented by Personiv https://insights.personiv.com/cfo-weekly Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure of diving into the topic with a special guest, Meg Johnson.

Meg is a Financial Services Regulatory Professional with over two decades of experience in bank regulation, risk management, operational strategies, and strategic planning. Currently, she serves as the CFO at Terra State Community College. Before that, Meg was the Executive VP and Deputy Chief Risk Officer at S&T Bank and the VP of Community and Regional Supervision at the Federal Reserve System.

In this episode, we discuss:

- Strategies for effective financial risk management
- How to cultivate a culture of integrity in financial risk management
- The role data, analytics, and technology in financial risk management


Learn more about Meg:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 Nov 2023 10:00:00 +0000 Personiv Personiv 1077 Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure of diving into the topic with a special guest, Meg Johnson. Meg is a Financial Services Regulatory Professional with over two decades of experience in bank regulation, risk management, operational strategies, and strategic planning. Currently, she serves as the CFO at Terra State Community College. Before that, Meg was the Executive VP and Deputy Chief Risk Officer at S&T Bank and the VP of Community and Regional Supervision at the Federal Reserve System. In this episode, we discuss: - Strategies for effective financial risk management - How to cultivate a culture of integrity in financial risk management - The role data, analytics, and technology in financial risk management Presented by Personiv https://insights.personiv.com/cfo-weekly Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure of diving into the topic with a special guest, Meg Johnson. Meg is a Financial Services Regulatory Professional with over two decades of experience in bank regulation, risk management, operational strategies, and strategic planning. Currently, she serves as the CFO at Terra State Community College. Before that, Meg was the Executive VP and Deputy Chief Risk Officer at S&T Bank and the VP of Community and Regional Supervision at the Federal Reserve System. In this episode, we discuss: - Strategies for effective financial risk management - How to cultivate a culture of integrity in financial risk management - The role data, analytics, and technology in financial risk management Presented by Personiv https://insights.personiv.com/cfo-weekly Financial Risk Management, Meg Johnson, CFO Weekly, Megan Weis, SouFPB No No The Art of Financial Storytelling: Turning Your Financial Data into Engaging Stories https://podcasts.fame.so/e/r87lx23n-financial-storytelling-financial-data-engaging-stories The Art of Financial Storytelling: Turning Your Financial Data into Engaging Stories 173 No No k08j3p70 Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financial industry, we speak to Soufyan Hamid. Soufyan is an experienced FP&A expert based in Belgium who founded SouFBP to offer specialized support to businesses looking for temporary or independent financial management solutions. Before that, he held the roles of Finance Business Partner at Proximus and Manager at Deloitte Belgium. In this episode, we discuss: - The power of financial storytelling - Why financial professionals need to nail storytelling - What skills do you need to be a good financial storyteller - How to transform financial reality into great stories - Designing engaging financial presentations Presented by Personiv https://insights.personiv.com/cfo-weekly Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financial industry, we speak to Soufyan Hamid.


Soufyan is an experienced FP&A expert based in Belgium who founded SouFBP to offer specialized support to businesses looking for temporary or independent financial management solutions. Before that, he held the roles of Finance Business Partner at Proximus and Manager at Deloitte Belgium.


In this episode, we discuss:
  • The power of financial storytelling
  • Why financial professionals need to nail storytelling
  • What skills do you need to be a good financial storyteller
  • How to transform financial reality into great stories
  • Designing engaging financial presentations


Learn more about Soufyan:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 21 Nov 2023 10:00:00 +0000 Personiv Personiv 2143 Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financial industry, we speak to Soufyan Hamid. Soufyan is an experienced FP&A expert based in Belgium who founded SouFBP to offer specialized support to businesses looking for temporary or independent financial management solutions. Before that, he held the roles of Finance Business Partner at Proximus and Manager at Deloitte Belgium. In this episode, we discuss: - The power of financial storytelling - Why financial professionals need to nail storytelling - What skills do you need to be a good financial storyteller - How to transform financial reality into great stories - Designing engaging financial presentations Presented by Personiv https://insights.personiv.com/cfo-weekly Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financial industry, we speak to Soufyan Hamid. Soufyan is an experienced FP&A expert based in Belgium who founded SouFBP to offer specialized support to businesses looking for temporary or independent financial management solutions. Before that, he held the roles of Finance Business Partner at Proximus and Manager at Deloitte Belgium. In this episode, we discuss: - The power of financial storytelling - Why financial professionals need to nail storytelling - What skills do you need to be a good financial storyteller - How to transform financial reality into great stories - Designing engaging financial presentations Presented by Personiv https://insights.personiv.com/cfo-weekly Financial Storytelling, Soufyan Hamid, CFO Weekly, Megan Weis, SouFPB No No The Rise of Embedded Finance with Daniel Yubi https://podcasts.fame.so/e/xn16mqy8--rise-embedded-finance-daniel-yubi The Rise of Embedded Finance with Daniel Yubi 172 No No 7037k6q0 Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable. Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a distinction conferred upon only 200 global tech innovators by TechNation in collaboration with the UK Home Office. Before Payable, Daniel's career trajectory included his participation in the On Deck Fintech Fellowship, a tenure as Senior Product Manager at Checkout.com, and a role as Product Manager at Curve. In this episode, we discuss: - The role of embedded finance - The potential of finance business partnering - Collaboration between CFOs and product teams - Key compliance strategies for marketplace financial operations Presented by Personiv https://insights.personiv.com/cfo-weekly
Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable.


Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a distinction conferred upon only 200 global tech innovators by TechNation in collaboration with the UK Home Office. Before Payable, Daniel's career trajectory included his participation in the On Deck Fintech Fellowship, a tenure as Senior Product Manager at Checkout.com, and a role as Product Manager at Curve.


In this episode, we discuss:

  • The role of embedded finance
  • The potential of finance business partnering
  • Collaboration between CFOs and product teams
  • Key compliance strategies for marketplace financial operations

Learn more about Daniel:


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Episode resources:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Nov 2023 10:00:00 +0000 Personiv Personiv 2215 Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable. Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a distinction conferred upon only 200 global tech innovators by TechNation in collaboration with the UK Home Office. Before Payable, Daniel's career trajectory included his participation in the On Deck Fintech Fellowship, a tenure as Senior Product Manager at Checkout.com, and a role as Product Manager at Curve. In this episode, we discuss: - The role of embedded finance - The potential of finance business partnering - Collaboration between CFOs and product teams - Key compliance strategies for marketplace financial operations Presented by Personiv https://insights.personiv.com/cfo-weekly Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable. Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a distinction conferred upon only 200 global tech innovators by TechNation in collaboration with the UK Home Office. Before Payable, Daniel's career trajectory included his participation in the On Deck Fintech Fellowship, a tenure as Senior Product Manager at Checkout.com, and a role as Product Manager at Curve. In this episode, we discuss: - The role of embedded finance - The potential of finance business partnering - Collaboration between CFOs and product teams - Key compliance strategies for marketplace financial operations Presented by Personiv https://insights.personiv.com/cfo-weekly Daniel Yubi, Rise of Embedded Finance, CFO Weekly, , Megan Weis, Payable No No How Fintech Is Revolutionizing Finance: Insights from Rebecca Bacon https://podcasts.fame.so/e/08j2y1j8-fintech-is-revolutionizing-finance-insights-from-rebecca-bacon How Fintech Is Revolutionizing Finance: Insights from Rebecca Bacon 171 No No 41p4q2n1 In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions. Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure. In this episode, we discuss: - How fintech disrupts the financial industry - What is a flow program? - Frictionless digital experiences - The role of AI in Fintech - The future of Fintech in financial services Presented by Personiv https://insights.personiv.com/cfo-weekly In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions.

Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure.

In this episode, we discuss:

  • How fintech disrupts the financial industry
  • What is a flow program?
  • Frictionless digital experiences
  • The role of AI in Fintech
  • The future of Fintech in financial services

Learn more about Rebecca:

Episode resources:


If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO Weekly are here.
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 07 Nov 2023 10:00:00 +0000 Personiv Personiv 1556 In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions. Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure. In this episode, we discuss: - How fintech disrupts the financial industry - What is a flow program? - Frictionless digital experiences - The role of AI in Fintech - The future of Fintech in financial services Presented by Personiv https://insights.personiv.com/cfo-weekly In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions. Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure. In this episode, we discuss: - How fintech disrupts the financial industry - What is a flow program? - Frictionless digital experiences - The role of AI in Fintech - The future of Fintech in financial services Presented by Personiv https://insights.personiv.com/cfo-weekly Rebecca Bacon, How Fintech Is Revolutionizing Finance, CFO Weekly, Rebecca Bacon, Megan Weis, Personiv, Upgrade No No Breaking Spreadsheet Boundaries for Next-Gen Finance Analysis with Bobby Pinero https://podcasts.fame.so/e/183qm4k8-breaking-spreadsheet-boundaries-nextgen-finance-bobby-pinero Breaking Spreadsheet Boundaries for Next-Gen Finance Analysis with Bobby Pinero 170 No No m0j42zv0 Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero. Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees. In this episode, we discuss: - How Equals reinvents spreadsheets - The importance of high-level financial modeling - Entrepreneurship and Finance - The power of learning SQL for finance Presented by Personiv https://insights.personiv.com/cfo-weekly Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero.

Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees.

In this episode, we discuss:

  • How Equals reinvents spreadsheets
  • The importance of high-level financial modeling
  • Entrepreneurship and Finance
  • The power of learning SQL for finance

Learn more about Bobby:

Episode resources:

If you enjoyed this episode, then please either:
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 31 Oct 2023 10:00:00 +0000 Personiv Personiv 2279 Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero. Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees. In this episode, we discuss: - How Equals reinvents spreadsheets - The importance of high-level financial modeling - Entrepreneurship and Finance - The power of learning SQL for finance Presented by Personiv https://insights.personiv.com/cfo-weekly Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero. Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees. In this episode, we discuss: - How Equals reinvents spreadsheets - The importance of high-level financial modeling - Entrepreneurship and Finance - The power of learning SQL for finance Presented by Personiv https://insights.personiv.com/cfo-weekly Bobby Pinero, Megan Weis, Breaking Spreadsheet Boundaries, CFO Weekly, Personiv, Equals No No A New Frontier in the Payment Industry with Chermaine Hu https://podcasts.fame.so/e/v850l37n-new-frontier-payment-industry-chermaine-hu A New Frontier in the Payment Industry with Chermaine Hu 169 No No 81qy7m51 If there's one thing we can be sure about technology, it's growing crazy fast, and it's impacting every industry. But we wanted to understand what changes the new wave of tech brought to the fintech sector. And we have found the right person for that, so please welcome Chermaine Hu. In her role at Episode Six, Chermaine oversees global finance and accounting operations, in addition to managing M&A and investor relations. Before this, she served as the CFO of Rêv Worldwide and worked as an M&A Banker with Morgan Stanley in both London and New York. In this episode, we discuss: - Modernizing the payment technology - The power of technology in finance - Building a global fintech startup - The role of CFO in a fintech startup - Empowering women in fintech Presented by Personiv https://insights.personiv.com/cfo-weekly If there's one thing we can be sure about technology, it's growing crazy fast, and it's impacting every industry. But we wanted to understand what changes the new wave of tech brought to the fintech sector. And we have found the right person for that, so please welcome Chermaine Hu.

In her role at Episode Six, Chermaine oversees global finance and accounting operations, in addition to managing M&A and investor relations. Before this, she served as the CFO of Rêv Worldwide and worked as an M&A Banker with Morgan Stanley in both London and New York.

In this episode, we discuss:

  • Modernizing the payment technology
  • The power of technology in finance
  • Building a global fintech startup
  • The role of CFO in a fintech startup
  • Empowering women in fintech

Learn more about Chermaine:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on how to follow, rate, and review CFO Weekly are here.
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 24 Oct 2023 10:00:00 +0000 Personiv Personiv 1597 If there's one thing we can be sure about technology, it's growing crazy fast, and it's impacting every industry. But we wanted to understand what changes the new wave of tech brought to the fintech sector. And we have found the right person for that, so please welcome Chermaine Hu. In her role at Episode Six, Chermaine oversees global finance and accounting operations, in addition to managing M&A and investor relations. Before this, she served as the CFO of Rêv Worldwide and worked as an M&A Banker with Morgan Stanley in both London and New York. In this episode, we discuss: - Modernizing the payment technology - The power of technology in finance - Building a global fintech startup - The role of CFO in a fintech startup - Empowering women in fintech Presented by Personiv https://insights.personiv.com/cfo-weekly If there's one thing we can be sure about technology, it's growing crazy fast, and it's impacting every industry. But we wanted to understand what changes the new wave of tech brought to the fintech sector. And we have found the right person for that, so please welcome Chermaine Hu. In her role at Episode Six, Chermaine oversees global finance and accounting operations, in addition to managing M&A and investor relations. Before this, she served as the CFO of Rêv Worldwide and worked as an M&A Banker with Morgan Stanley in both London and New York. In this episode, we discuss: - Modernizing the payment technology - The power of technology in finance - Building a global fintech startup - The role of CFO in a fintech startup - Empowering women in fintech Presented by Personiv https://insights.personiv.com/cfo-weekly No No How AI Is Changing the CFO Playbook with Ashwath Bhat https://podcasts.fame.so/e/vn50lrv8-ai-is-changing-the-cfo-playbook-ashwath-bhat How AI Is Changing the CFO Playbook with Ashwath Bhat 168 No No 80qy7980 In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat. Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE. In this episode, we discuss: -The role of AI in finance -Leveraging AI for efficient decision-making -The evolving role of CFOs in the age of AI -Data privacy and cybersecurity Presented by Personiv https://insights.personiv.com/cfo-weekly In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat.

Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE.

In this episode, we discuss:

  • The role of AI in finance
  • Leveraging AI for efficient decision-making
  • The evolving role of CFOs in the age of AI
  • Data privacy and cybersecurity

Learn more about Ashwath:


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]]> Tue, 17 Oct 2023 10:00:00 +0000 Personiv Personiv 2491 In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat. Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE. In this episode, we discuss: -The role of AI in finance -Leveraging AI for efficient decision-making -The evolving role of CFOs in the age of AI -Data privacy and cybersecurity Presented by Personiv https://insights.personiv.com/cfo-weekly In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat. Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE. In this episode, we discuss: -The role of AI in finance -Leveraging AI for efficient decision-making -The evolving role of CFOs in the age of AI -Data privacy and cybersecurity Presented by Personiv https://insights.personiv.com/cfo-weekly No No Mastering the CFO Trifecta with Jenny Fuss https://podcasts.fame.so/e/rnkrr078-mastering-the-cfo-trifecta-with-jenny-fuss Mastering the CFO Trifecta with Jenny Fuss 167 No No 70wnnp61 In the last ten to twenty years, the world of CFOs has changed quite a bit. It's not just number crunching and accounting anymore. Today's CFOs wear multiple hats, stepping up as key strategists and decision-makers in their organizations. Want to know what this dynamic role looks like up close? Let's dive deeper into the ever-evolving world of finance, strategy, and leadership in a friendly chat with Jenny Fuss, the Chief Financial Officer at Boart Longyear. Jenny is a senior executive with a track record of leading business turnarounds and growth at the C-level across Europe, Asia, and North America. She excels in dynamic business landscapes on the brink of significant transformations, rapidly achieving objectives across diverse business scenarios and cultures. With her expertise in unique business models, she has overseen various projects, services, and product manufacturing across multiple industries. In addition, Jenny holds positions as a Member and Mentor at the CFO Leadership Council and as a Member of the Coalition of Global Advisors at LifeHikes. In this episode, we discuss: -Key qualities of a top-tier CFO -Balancing finance, strategy, and leadership -The power of CFOs in cross-functional collaboration -Transitioning from pure finance leaders to people operations and strategy leaders -How can CFOs ensure that the finance function is agile and adaptable to the rapid evolution of technology? Presented by Personiv https://insights.personiv.com/cfo-weekly In the last ten to twenty years, the world of CFOs has changed quite a bit. It's not just number crunching and accounting anymore. Today's CFOs wear multiple hats, stepping up as key strategists and decision-makers in their organizations. Want to know what this dynamic role looks like up close? Let's dive deeper into the ever-evolving world of finance, strategy, and leadership in a friendly chat with Jenny Fuss, the Chief Financial Officer at Boart Longyear.

Jenny is a senior executive with a track record of leading business turnarounds and growth at the C-level across Europe, Asia, and North America. She excels in dynamic business landscapes on the brink of significant transformations, rapidly achieving objectives across diverse business scenarios and cultures. With her expertise in unique business models, she has overseen various projects, services, and product manufacturing across multiple industries. In addition, Jenny holds positions as a Member and Mentor at the CFO Leadership Council and as a Member of the Coalition of Global Advisors at LifeHikes.

In this episode, we discuss:

  • Key qualities of a top-tier CFO
  • Balancing finance, strategy, and leadership
  • The power of CFOs in cross-functional collaboration
  • Transitioning from pure finance leaders to people operations and strategy leaders
  • How can CFOs ensure that the finance function is agile and adaptable to the rapid evolution of technology?

Learn more about Jenny:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 10 Oct 2023 10:00:00 +0000 Personiv Personiv 1924 In the last ten to twenty years, the world of CFOs has changed quite a bit. It's not just number crunching and accounting anymore. Today's CFOs wear multiple hats, stepping up as key strategists and decision-makers in their organizations. Want to know what this dynamic role looks like up close? Let's dive deeper into the ever-evolving world of finance, strategy, and leadership in a friendly chat with Jenny Fuss, the Chief Financial Officer at Boart Longyear. Jenny is a senior executive with a track record of leading business turnarounds and growth at the C-level across Europe, Asia, and North America. She excels in dynamic business landscapes on the brink of significant transformations, rapidly achieving objectives across diverse business scenarios and cultures. With her expertise in unique business models, she has overseen various projects, services, and product manufacturing across multiple industries. In addition, Jenny holds positions as a Member and Mentor at the CFO Leadership Council and as a Member of the Coalition of Global Advisors at LifeHikes. In this episode, we discuss: -Key qualities of a top-tier CFO -Balancing finance, strategy, and leadership -The power of CFOs in cross-functional collaboration -Transitioning from pure finance leaders to people operations and strategy leaders -How can CFOs ensure that the finance function is agile and adaptable to the rapid evolution of technology? Presented by Personiv https://insights.personiv.com/cfo-weekly In the last ten to twenty years, the world of CFOs has changed quite a bit. It's not just number crunching and accounting anymore. Today's CFOs wear multiple hats, stepping up as key strategists and decision-makers in their organizations. Want to know what this dynamic role looks like up close? Let's dive deeper into the ever-evolving world of finance, strategy, and leadership in a friendly chat with Jenny Fuss, the Chief Financial Officer at Boart Longyear. Jenny is a senior executive with a track record of leading business turnarounds and growth at the C-level across Europe, Asia, and North America. She excels in dynamic business landscapes on the brink of significant transformations, rapidly achieving objectives across diverse business scenarios and cultures. With her expertise in unique business models, she has overseen various projects, services, and product manufacturing across multiple industries. In addition, Jenny holds positions as a Member and Mentor at the CFO Leadership Council and as a Member of the Coalition of Global Advisors at LifeHikes. In this episode, we discuss: -Key qualities of a top-tier CFO -Balancing finance, strategy, and leadership -The power of CFOs in cross-functional collaboration -Transitioning from pure finance leaders to people operations and strategy leaders -How can CFOs ensure that the finance function is agile and adaptable to the rapid evolution of technology? Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Growing Impact of CFOs in Biotech Innovation with Ozan Pamir https://podcasts.fame.so/e/rnkrzkz8-growing-impact-cfos-biotech-innovation-ozan-pamir The Growing Impact of CFOs in Biotech Innovation with Ozan Pamir 166 No No 70wn2z21 In recent years, the biotech industry has seen remarkable expansion and innovation. Alongside this growth, the role of CFOs in the sector has transformed, bringing along unique challenges and plenty of opportunities to positively impact their companies' success. Want to understand how to navigate and triumph over these challenges and opportunities? Gain insights from Ozan Pamir, a voice of experience and expertise in the field. Ozan holds the position of Chief Financial Officer at 180 Life Sciences, playing a crucial role in successfully listing the company on NASDAQ and overseeing most of its funding rounds. He possesses a rich history of helping companies in defining their corporate strategies and skillfully navigating corporate transactions, including M&A and IPOs. Ozan was a Board Member and CFO at Unify Pharmaceuticals, Chief Financial officer at Enosi Life Sciences, Professional Member Committee Member at CFA Society Toronto, and VP of Investment Banking at Echelon Wealth Partners. In this episode, we discuss: - Challenges CFOs face in biotech - What does the modern CFO profile encompass? - Key qualities CFOs seek in potential team members within biotech - How can CFOs navigate challenging economic times? Presented by Personiv https://insights.personiv.com/cfo-weekly In recent years, the biotech industry has seen remarkable expansion and innovation. Alongside this growth, the role of CFOs in the sector has transformed, bringing along unique challenges and plenty of opportunities to positively impact their companies' success. Want to understand how to navigate and triumph over these challenges and opportunities? Gain insights from Ozan Pamir, a voice of experience and expertise in the field.

Ozan holds the position of Chief Financial Officer at 180 Life Sciences, playing a crucial role in successfully listing the company on NASDAQ and overseeing most of its funding rounds. He possesses a rich history of helping companies in defining their corporate strategies and skillfully navigating corporate transactions, including M&A and IPOs. Ozan was a Board Member and CFO at Unify Pharmaceuticals, Chief Financial officer at Enosi Life Sciences, Professional Member Committee Member at CFA Society Toronto, and VP of Investment Banking at Echelon Wealth Partners.

In this episode, we discuss:

  • Challenges CFOs face in biotech
  • What does the modern CFO profile encompass?
  • Key qualities CFOs seek in potential team members within biotech
  • How can CFOs navigate challenging economic times?

Learn more about Ozan:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 03 Oct 2023 10:00:00 +0000 Personiv Personiv 1995 In recent years, the biotech industry has seen remarkable expansion and innovation. Alongside this growth, the role of CFOs in the sector has transformed, bringing along unique challenges and plenty of opportunities to positively impact their companies' success. Want to understand how to navigate and triumph over these challenges and opportunities? Gain insights from Ozan Pamir, a voice of experience and expertise in the field. Ozan holds the position of Chief Financial Officer at 180 Life Sciences, playing a crucial role in successfully listing the company on NASDAQ and overseeing most of its funding rounds. He possesses a rich history of helping companies in defining their corporate strategies and skillfully navigating corporate transactions, including M&A and IPOs. Ozan was a Board Member and CFO at Unify Pharmaceuticals, Chief Financial officer at Enosi Life Sciences, Professional Member Committee Member at CFA Society Toronto, and VP of Investment Banking at Echelon Wealth Partners. In this episode, we discuss: - Challenges CFOs face in biotech - What does the modern CFO profile encompass? - Key qualities CFOs seek in potential team members within biotech - How can CFOs navigate challenging economic times? Presented by Personiv https://insights.personiv.com/cfo-weekly In recent years, the biotech industry has seen remarkable expansion and innovation. Alongside this growth, the role of CFOs in the sector has transformed, bringing along unique challenges and plenty of opportunities to positively impact their companies' success. Want to understand how to navigate and triumph over these challenges and opportunities? Gain insights from Ozan Pamir, a voice of experience and expertise in the field. Ozan holds the position of Chief Financial Officer at 180 Life Sciences, playing a crucial role in successfully listing the company on NASDAQ and overseeing most of its funding rounds. He possesses a rich history of helping companies in defining their corporate strategies and skillfully navigating corporate transactions, including M&A and IPOs. Ozan was a Board Member and CFO at Unify Pharmaceuticals, Chief Financial officer at Enosi Life Sciences, Professional Member Committee Member at CFA Society Toronto, and VP of Investment Banking at Echelon Wealth Partners. In this episode, we discuss: - Challenges CFOs face in biotech - What does the modern CFO profile encompass? - Key qualities CFOs seek in potential team members within biotech - How can CFOs navigate challenging economic times? Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Changing DNA of the CFO: 2023 EY Survey with Myles Corson https://podcasts.fame.so/e/286mvk3n-changing-dna-cfo-2023-ey-survey-myles-corson The Changing DNA of the CFO: 2023 EY Survey with Myles Corson 165 No No j12736x0 Whether it's the tug-of-war between generating long-term value and immediate cost-cutting, walking the tightrope of managing risk while driving groundbreaking change, or the evolving expectations that demand more than just traditional financial insight, the CFO role is loaded with paradoxes. Based on the eye-opening findings from the 2023 Global EY DNA of the CFO Survey, we're joined by Myles Corson to explore how CFOs can broaden their skills and build high-performing finance functions to successfully navigate this intricate landscape. As the Head of Strategy and Markets for EY Financial Accounting Advisory Services, both globally and in the Americas, Myles leads a customer-centric team committed to assisting international organizations in navigating the complexities of regulatory shifts and transformative changes in financial reporting. His expertise lies in guiding clients through significant transitional phases, equipping them to be future-ready. Additionally, Myles hosts the EY Better Finance podcast, where he delves into timely finance-related topics. In this episode, we discuss: -EY’s 2023 Global DNA of the CFO Survey insights -Balancing long-term performance and short-term results -The paradoxes of the modern CFO -The human side of finance -CFOs and economic uncertainties -Innovation and technology in finance Presented by Personiv https://insights.personiv.com/cfo-weekly Whether it's the tug-of-war between generating long-term value and immediate cost-cutting, walking the tightrope of managing risk while driving groundbreaking change, or the evolving expectations that demand more than just traditional financial insight, the CFO role is loaded with paradoxes. Based on the eye-opening findings from the 2023 Global EY DNA of the CFO Survey, we're joined by Myles Corson to explore how CFOs can broaden their skills and build high-performing finance functions to successfully navigate this intricate landscape.

As the Head of Strategy and Markets for EY Financial Accounting Advisory Services, both globally and in the Americas, Myles leads a customer-centric team committed to assisting international organizations in navigating the complexities of regulatory shifts and transformative changes in financial reporting. His expertise lies in guiding clients through significant transitional phases, equipping them to be future-ready. Additionally, Myles hosts the EY Better Finance podcast, where he delves into timely finance-related topics.

In this episode, we discuss:

  • EY’s 2023 Global DNA of the CFO Survey insights
  • Balancing long-term performance and short-term results
  • The paradoxes of the modern CFO
  • The human side of finance
  • CFOs and economic uncertainties
  • Innovation and technology in finance

Learn more about Myles:


Episode resources:


If you enjoyed this episode, then please either:

Instructions on how to follow, rate, and review CFO Weekly are here.
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 26 Sep 2023 10:00:00 +0000 Personiv Personiv 1739 Whether it's the tug-of-war between generating long-term value and immediate cost-cutting, walking the tightrope of managing risk while driving groundbreaking change, or the evolving expectations that demand more than just traditional financial insight, the CFO role is loaded with paradoxes. Based on the eye-opening findings from the 2023 Global EY DNA of the CFO Survey, we're joined by Myles Corson to explore how CFOs can broaden their skills and build high-performing finance functions to successfully navigate this intricate landscape. As the Head of Strategy and Markets for EY Financial Accounting Advisory Services, both globally and in the Americas, Myles leads a customer-centric team committed to assisting international organizations in navigating the complexities of regulatory shifts and transformative changes in financial reporting. His expertise lies in guiding clients through significant transitional phases, equipping them to be future-ready. Additionally, Myles hosts the EY Better Finance podcast, where he delves into timely finance-related topics. In this episode, we discuss: -EY’s 2023 Global DNA of the CFO Survey insights -Balancing long-term performance and short-term results -The paradoxes of the modern CFO -The human side of finance -CFOs and economic uncertainties -Innovation and technology in finance Presented by Personiv https://insights.personiv.com/cfo-weekly Whether it's the tug-of-war between generating long-term value and immediate cost-cutting, walking the tightrope of managing risk while driving groundbreaking change, or the evolving expectations that demand more than just traditional financial insight, the CFO role is loaded with paradoxes. Based on the eye-opening findings from the 2023 Global EY DNA of the CFO Survey, we're joined by Myles Corson to explore how CFOs can broaden their skills and build high-performing finance functions to successfully navigate this intricate landscape. As the Head of Strategy and Markets for EY Financial Accounting Advisory Services, both globally and in the Americas, Myles leads a customer-centric team committed to assisting international organizations in navigating the complexities of regulatory shifts and transformative changes in financial reporting. His expertise lies in guiding clients through significant transitional phases, equipping them to be future-ready. Additionally, Myles hosts the EY Better Finance podcast, where he delves into timely finance-related topics. In this episode, we discuss: -EY’s 2023 Global DNA of the CFO Survey insights -Balancing long-term performance and short-term results -The paradoxes of the modern CFO -The human side of finance -CFOs and economic uncertainties -Innovation and technology in finance Presented by Personiv https://insights.personiv.com/cfo-weekly 2023 EY Survey, Myles Corson, EY, Megan Weis, Personiv, CFO Weekly No No The Anatomy of High-Growth Startups’ Finance with Chithra Rajagopalan https://podcasts.fame.so/e/xnv26wxn-anatomy-high-growth-startups-finance-chithra-rajagopalan The Anatomy of High-Growth Startups’ Finance with Chithra Rajagopalan 164 No No 71ykzvx1 It's true that with great power comes great responsibility, as well as challenges and opportunities. But when you're a high-growth startup, things really can change overnight. Navigating these swift transitions goes down to assembling a stellar finance team and mastering precise forecasting. To learn more about the topic, we’re joined by Chithra Rajagopalan, Head of Finance at Glue. Chithra is an outstanding finance leader with a passion for philanthropy. Her expertise is deeply rooted in leading operations for high-growth SaaS enterprises. With an impressive history of guiding start-ups, both as an internal figurehead and a consultant, Chithra has navigated companies through funding rounds, acquisitions, global expansions, and preparations for IPOs. Her illustrious career includes roles such as Director of Corporate Finance & Accounting at ClickUp, Director of Finance & Accounting at People.ai, and Accounting Manager at Kranz & Associates. In this episode, we discuss: -Building efficient finance teams -Finance strategies for high-growth startups -Data integrity and collaboration -Aligning sales, marketing, and product -Six key steps for efficient forecasting in high-growth startups -Promoting diversity in the tech industry Presented by Personiv https://insights.personiv.com/cfo-weekly It's true that with great power comes great responsibility, as well as challenges and opportunities. But when you're a high-growth startup, things really can change overnight. Navigating these swift transitions goes down to assembling a stellar finance team and mastering precise forecasting. To learn more about the topic, we’re joined by Chithra Rajagopalan, Head of Finance at Glue.

Chithra is an outstanding finance leader with a passion for philanthropy. Her expertise is deeply rooted in leading operations for high-growth SaaS enterprises. With an impressive history of guiding start-ups, both as an internal figurehead and a consultant, Chithra has navigated companies through funding rounds, acquisitions, global expansions, and preparations for IPOs. Her illustrious career includes roles such as Director of Corporate Finance & Accounting at ClickUp, Director of Finance & Accounting at People.ai, and Accounting Manager at Kranz & Associates.


In this episode, we discuss:

  • Building efficient finance teams
  • Finance strategies for high-growth startups
  • Data integrity and collaboration
  • Aligning sales, marketing, and product
  • Six key steps for efficient forecasting in high-growth startups
  • Promoting diversity in the tech industry

Learn more about Chithra:

Episode resources:


If you enjoyed this episode, then please either:

Instructions on how to follow, rate, and review CFO Weekly are here.
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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 19 Sep 2023 10:00:00 +0000 Personiv Personiv 2123 It's true that with great power comes great responsibility, as well as challenges and opportunities. But when you're a high-growth startup, things really can change overnight. Navigating these swift transitions goes down to assembling a stellar finance team and mastering precise forecasting. To learn more about the topic, we’re joined by Chithra Rajagopalan, Head of Finance at Glue. Chithra is an outstanding finance leader with a passion for philanthropy. Her expertise is deeply rooted in leading operations for high-growth SaaS enterprises. With an impressive history of guiding start-ups, both as an internal figurehead and a consultant, Chithra has navigated companies through funding rounds, acquisitions, global expansions, and preparations for IPOs. Her illustrious career includes roles such as Director of Corporate Finance & Accounting at ClickUp, Director of Finance & Accounting at People.ai, and Accounting Manager at Kranz & Associates. In this episode, we discuss: -Building efficient finance teams -Finance strategies for high-growth startups -Data integrity and collaboration -Aligning sales, marketing, and product -Six key steps for efficient forecasting in high-growth startups -Promoting diversity in the tech industry Presented by Personiv https://insights.personiv.com/cfo-weekly It's true that with great power comes great responsibility, as well as challenges and opportunities. But when you're a high-growth startup, things really can change overnight. Navigating these swift transitions goes down to assembling a stellar finance team and mastering precise forecasting. To learn more about the topic, we’re joined by Chithra Rajagopalan, Head of Finance at Glue. Chithra is an outstanding finance leader with a passion for philanthropy. Her expertise is deeply rooted in leading operations for high-growth SaaS enterprises. With an impressive history of guiding start-ups, both as an internal figurehead and a consultant, Chithra has navigated companies through funding rounds, acquisitions, global expansions, and preparations for IPOs. Her illustrious career includes roles such as Director of Corporate Finance & Accounting at ClickUp, Director of Finance & Accounting at People.ai, and Accounting Manager at Kranz & Associates. In this episode, we discuss: -Building efficient finance teams -Finance strategies for high-growth startups -Data integrity and collaboration -Aligning sales, marketing, and product -Six key steps for efficient forecasting in high-growth startups -Promoting diversity in the tech industry Presented by Personiv https://insights.personiv.com/cfo-weekly No No Crafting Agile Finance Teams: Insights from Gaurav Gupta https://podcasts.fame.so/e/mn44qqvn-science-change-craft-agile-finance-teams-gaurav-gupta Crafting Agile Finance Teams: Insights from Gaurav Gupta 163 No No x0692241 Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the landscape of finance and accounting transforms, CFOs need to cultivate resilient teams adept at navigating uncertainties and spearheading strategic expansion. And today, Gaurav Gupta educates us on precisely this subject. Gaurav is an outstanding change leadership consultant, acclaimed author, and dedicated researcher. Serving as the Managing Director at Kotter International, he seamlessly integrates his vast global expertise in strategy execution with the latest insights from the evolving science of change. In collaboration with John Kotter, Gaurav co-authored Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times. Besides his prolific career at Kotter, Gaurav is a co-founder of Ka Partners and holds the position of CEO at US Medic to Medic. In this episode, we discuss: -Building agile finance departments: -How CFOs can adapt in uncertain times -Driving change in finance and accounting -How to foster agility and adaptability in organizations -The science behind creating change-capable organizations Presented by Personiv https://insights.personiv.com/cfo-weekly Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the landscape of finance and accounting transforms, CFOs need to cultivate resilient teams adept at navigating uncertainties and spearheading strategic expansion. And today, Gaurav Gupta educates us on precisely this subject.

Gaurav is an outstanding change leadership consultant, acclaimed author, and dedicated researcher. Serving as the Managing Director at Kotter International, he seamlessly integrates his vast global expertise in strategy execution with the latest insights from the evolving science of change. In collaboration with John Kotter, Gaurav co-authored Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times. Besides his prolific career at Kotter, Gaurav is a co-founder of Ka Partners and holds the position of CEO at US Medic to Medic.

In this episode, we discuss:

  • Building agile finance departments:
  • How CFOs can adapt in uncertain times
  • Driving change in finance and accounting
  • How to foster agility and adaptability in organizations
  • The science behind creating change-capable organizations

Learn more about Gaurav:

  • Gaurav Gupta on LinkedIn
  • Kotter Website
  • Ka Partners Website
  • Medic to Medic Website
  • Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times Book

Episode resources:

If you enjoyed this episode, then please either:

Instructions on how to follow, rate, and review CFO Weekly are here.
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 12 Sep 2023 10:00:00 +0000 Personiv Personiv 1889 Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the landscape of finance and accounting transforms, CFOs need to cultivate resilient teams adept at navigating uncertainties and spearheading strategic expansion. And today, Gaurav Gupta educates us on precisely this subject. Gaurav is an outstanding change leadership consultant, acclaimed author, and dedicated researcher. Serving as the Managing Director at Kotter International, he seamlessly integrates his vast global expertise in strategy execution with the latest insights from the evolving science of change. In collaboration with John Kotter, Gaurav co-authored Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times. Besides his prolific career at Kotter, Gaurav is a co-founder of Ka Partners and holds the position of CEO at US Medic to Medic. In this episode, we discuss: -Building agile finance departments: -How CFOs can adapt in uncertain times -Driving change in finance and accounting -How to foster agility and adaptability in organizations -The science behind creating change-capable organizations Presented by Personiv https://insights.personiv.com/cfo-weekly Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the landscape of finance and accounting transforms, CFOs need to cultivate resilient teams adept at navigating uncertainties and spearheading strategic expansion. And today, Gaurav Gupta educates us on precisely this subject. Gaurav is an outstanding change leadership consultant, acclaimed author, and dedicated researcher. Serving as the Managing Director at Kotter International, he seamlessly integrates his vast global expertise in strategy execution with the latest insights from the evolving science of change. In collaboration with John Kotter, Gaurav co-authored Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times. Besides his prolific career at Kotter, Gaurav is a co-founder of Ka Partners and holds the position of CEO at US Medic to Medic. In this episode, we discuss: -Building agile finance departments: -How CFOs can adapt in uncertain times -Driving change in finance and accounting -How to foster agility and adaptability in organizations -The science behind creating change-capable organizations Presented by Personiv https://insights.personiv.com/cfo-weekly No No The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro https://podcasts.fame.so/e/2nx34w48-cfos-new-playbook-age-technology-beatty-d-alessandro The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro 162 No No 61m4r8r0 The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro. Beatty served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion. In this episode, we discuss: -The evolution of the CFO from accounting to strategic leadership -The strategic path to CFO success -How a CFO should evaluate and leverage risks and opportunities -The CFO role in a large public organization versus smaller, non-public companies -AI and Modern Finance Presented by Personiv https://insights.personiv.com/cfo-weekly The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro.

Beatty served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion.

In this episode, we discuss:

  • The evolution of the CFO from accounting to strategic leadership
  • The strategic path to CFO success
  • How a CFO should evaluate and leverage risks and opportunities
  • The CFO role in a large public organization versus smaller, non-public companies
  • AI and Modern Finance


Learn more about Beatty:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 05 Sep 2023 10:00:00 +0000 Personiv Personiv 3283 The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro. Beatty served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion. In this episode, we discuss: -The evolution of the CFO from accounting to strategic leadership -The strategic path to CFO success -How a CFO should evaluate and leverage risks and opportunities -The CFO role in a large public organization versus smaller, non-public companies -AI and Modern Finance Presented by Personiv https://insights.personiv.com/cfo-weekly The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro. Beatty served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion. In this episode, we discuss: -The evolution of the CFO from accounting to strategic leadership -The strategic path to CFO success -How a CFO should evaluate and leverage risks and opportunities -The CFO role in a large public organization versus smaller, non-public companies -AI and Modern Finance Presented by Personiv https://insights.personiv.com/cfo-weekly No No How Top Financial Leaders Stay Ahead in Today's Economy with Adam Ante https://podcasts.fame.so/e/0nj2pvpn-financial-leaders-stay-ahead-todays-economy-adam-ante How Top Financial Leaders Stay Ahead in Today's Economy with Adam Ante 161 No No 40p46y60 The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal management. True financial leadership involves strategic foresight and the growth of a passionate team ethos. Who else better to talk to us about building competitive teams and executing formidable financial strategies than Adam Ante. Adam has over eighteen years of expertise in the SaaS HCM and payments sectors, having served in high-growth public and private equity entities. He is the CFO of Paycor, a cutting-edge human capital management platform that revolutionizes aspects of people management — from recruitment and onboarding to payroll, career advancement, and retention. In this episode, we discuss: -The state of today's economic environment -Managing financial risks -How to build better finance teams -Understanding business operations -Evolving strategies to keep businesses competitive Presented by Personiv https://insights.personiv.com/cfo-weekly The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal management. True financial leadership involves strategic foresight and the growth of a passionate team ethos. Who else better to talk to us about building competitive teams and executing formidable financial strategies than Adam Ante.

Adam has over eighteen years of expertise in the SaaS HCM and payments sectors, having served in high-growth public and private equity entities. He is the CFO of Paycor, a cutting-edge human capital management platform that revolutionizes aspects of people management — from recruitment and onboarding to payroll, career advancement, and retention.

In this episode, we discuss:

  • The state of today's economic environment
  • Managing financial risks
  • How to build better finance teams
  • Understanding business operations
  • Evolving strategies to keep businesses competitive

Learn more about Adam:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 29 Aug 2023 10:00:00 +0000 Personiv Personiv 1634 The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal management. True financial leadership involves strategic foresight and the growth of a passionate team ethos. Who else better to talk to us about building competitive teams and executing formidable financial strategies than Adam Ante. Adam has over eighteen years of expertise in the SaaS HCM and payments sectors, having served in high-growth public and private equity entities. He is the CFO of Paycor, a cutting-edge human capital management platform that revolutionizes aspects of people management — from recruitment and onboarding to payroll, career advancement, and retention. In this episode, we discuss: -The state of today's economic environment -Managing financial risks -How to build better finance teams -Understanding business operations -Evolving strategies to keep businesses competitive Presented by Personiv https://insights.personiv.com/cfo-weekly The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal management. True financial leadership involves strategic foresight and the growth of a passionate team ethos. Who else better to talk to us about building competitive teams and executing formidable financial strategies than Adam Ante. Adam has over eighteen years of expertise in the SaaS HCM and payments sectors, having served in high-growth public and private equity entities. He is the CFO of Paycor, a cutting-edge human capital management platform that revolutionizes aspects of people management — from recruitment and onboarding to payroll, career advancement, and retention. In this episode, we discuss: -The state of today's economic environment -Managing financial risks -How to build better finance teams -Understanding business operations -Evolving strategies to keep businesses competitive Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Future of Finance: Data, Analytics, and Automation with Anna King https://podcasts.fame.so/e/183qvvk8-future-finance-data-analytics-automation-anna-king The Future of Finance: Data, Analytics, and Automation with Anna King 160 No No m0j4rrv0 Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informed decision-making and improve overall financial performance. As a CFO with years of experience in the finance industry, Anna King can vouch for the transformative power of data and analytics. Anna brings more than a decade of expertise in data and analytics to drive financial precision and spearhead strategic projects. At Mesh Payments, she leverages this depth of experience to empower finance teams with real-time insights into their expenses. Before joining Mesh, Anna held CFO positions at EverC, Joyance Partners, Social Starts, and Transactis. In this episode, we discuss: -The power of finance automation -Driving financial control with data and analytics -How to become a data-driven organization -The potential of business intelligence -Crafting a streamlined real-time data strategy Presented by Personiv https://insights.personiv.com/cfo-weekly Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informed decision-making and improve overall financial performance. As a CFO with years of experience in the finance industry, Anna King can vouch for the transformative power of data and analytics.

Anna brings more than a decade of expertise in data and analytics to drive financial precision and spearhead strategic projects. At Mesh Payments, she leverages this depth of experience to empower finance teams with real-time insights into their expenses. Before joining Mesh, Anna held CFO positions at EverC, Joyance Partners, Social Starts, and Transactis.

In this episode, we discuss:

  • The power of finance automation
  • Driving financial control with data and analytics
  • How to become a data-driven organization
  • The potential of business intelligence
  • Crafting a streamlined real-time data strategy

Learn more about Anna:


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Instructions on how to follow, rate, and review CFO Weekly are here.
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Aug 2023 10:00:00 +0000 Personiv Personiv 1505 Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informed decision-making and improve overall financial performance. As a CFO with years of experience in the finance industry, Anna King can vouch for the transformative power of data and analytics. Anna brings more than a decade of expertise in data and analytics to drive financial precision and spearhead strategic projects. At Mesh Payments, she leverages this depth of experience to empower finance teams with real-time insights into their expenses. Before joining Mesh, Anna held CFO positions at EverC, Joyance Partners, Social Starts, and Transactis. In this episode, we discuss: -The power of finance automation -Driving financial control with data and analytics -How to become a data-driven organization -The potential of business intelligence -Crafting a streamlined real-time data strategy Presented by Personiv https://insights.personiv.com/cfo-weekly Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informed decision-making and improve overall financial performance. As a CFO with years of experience in the finance industry, Anna King can vouch for the transformative power of data and analytics. Anna brings more than a decade of expertise in data and analytics to drive financial precision and spearhead strategic projects. At Mesh Payments, she leverages this depth of experience to empower finance teams with real-time insights into their expenses. Before joining Mesh, Anna held CFO positions at EverC, Joyance Partners, Social Starts, and Transactis. In this episode, we discuss: -The power of finance automation -Driving financial control with data and analytics -How to become a data-driven organization -The potential of business intelligence -Crafting a streamlined real-time data strategy Presented by Personiv https://insights.personiv.com/cfo-weekly No No Balancing the Books and People with Derrek Gafford https://podcasts.fame.so/e/pnm6pww8-balancing-the-books-and-people-with-derrek-gafford Balancing the Books and People with Derrek Gafford 159 No No 71vpq991 The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must now juggle operational efficiency, business strategy, and the satisfaction of customers and employees. Achieving this balance is key to overall success. To help us with that, we turn to the expertise of Derrek Gafford. Derrek has served as the Executive Vice President and Chief Financial Officer of Trueblue since 2006, where he is responsible for the company's strategy, corporate finance, FP&A, accounting, order-to-cash, risk management, and internal audit functions. Before joining Trueblue, Derrek was the CFO of Metropolitan Market and held various management positions with Deloitte & Touche LLP and Albertsons. In this episode, we discuss: -Employment trends and financial measurement -Aligning finance and HR metrics -Customer satisfaction as a critical financial metric -Driving growth through acquisitions and digital transformation Presented by Personiv https://insights.personiv.com/cfo-weekly The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must now juggle operational efficiency, business strategy, and the satisfaction of customers and employees. Achieving this balance is key to overall success. To help us with that, we turn to the expertise of Derrek Gafford.

Derrek has served as the Executive Vice President and Chief Financial Officer of Trueblue since 2006, where he is responsible for the company's strategy, corporate finance, FP&A, accounting, order-to-cash, risk management, and internal audit functions. Before joining Trueblue, Derrek was the CFO of Metropolitan Market and held various management positions with Deloitte & Touche LLP and Albertsons.

In this episode, we discuss:

  • Employment trends and financial measurement
  • Aligning finance and HR metrics
  • Customer satisfaction as a critical financial metric
  • Driving growth through acquisitions and digital transformation

Learn more about Derrek:


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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 15 Aug 2023 10:00:00 +0000 Personiv Personiv 1638 The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must now juggle operational efficiency, business strategy, and the satisfaction of customers and employees. Achieving this balance is key to overall success. To help us with that, we turn to the expertise of Derrek Gafford. Derrek has served as the Executive Vice President and Chief Financial Officer of Trueblue since 2006, where he is responsible for the company's strategy, corporate finance, FP&A, accounting, order-to-cash, risk management, and internal audit functions. Before joining Trueblue, Derrek was the CFO of Metropolitan Market and held various management positions with Deloitte & Touche LLP and Albertsons. In this episode, we discuss: -Employment trends and financial measurement -Aligning finance and HR metrics -Customer satisfaction as a critical financial metric -Driving growth through acquisitions and digital transformation Presented by Personiv https://insights.personiv.com/cfo-weekly The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must now juggle operational efficiency, business strategy, and the satisfaction of customers and employees. Achieving this balance is key to overall success. To help us with that, we turn to the expertise of Derrek Gafford. Derrek has served as the Executive Vice President and Chief Financial Officer of Trueblue since 2006, where he is responsible for the company's strategy, corporate finance, FP&A, accounting, order-to-cash, risk management, and internal audit functions. Before joining Trueblue, Derrek was the CFO of Metropolitan Market and held various management positions with Deloitte & Touche LLP and Albertsons. In this episode, we discuss: -Employment trends and financial measurement -Aligning finance and HR metrics -Customer satisfaction as a critical financial metric -Driving growth through acquisitions and digital transformation Presented by Personiv https://insights.personiv.com/cfo-weekly No No Nurturing Finance Leaders for the Future with Leonard Hicks https://podcasts.fame.so/e/qn03w4j8-nurturing-finance-leaders-for-the-future-with-leonard-hicks Nurturing Finance Leaders for the Future with Leonard Hicks 158 No No p1k48mx0 Winning in finance goes beyond getting your numbers right. Businesses have to understand the value of developing and planning for the succession of finance team members. Given the finance department's essential role in strategic decision-making and maintaining financial stability, it's important to cultivate talent within the organization to ensure a smooth transition when key personnel leave or retire. To delve into the significance of talent development, succession planning, and bench strength in finance, we discuss with Leonard Hicks. With over twenty years of experience in business operations and financial management, Leonard has an impressive track record of leading large-scale growth and transformation at Lockheed Martin. He currently serves as the CFO of Abt Associates and is a valuable member of the executive management team. Leonard's expertise as a proven entrepreneur brings best-in-class leadership and collaborative problem-solving skills. In this episode, we discuss: -Developing future finance leaders -Building bench strength in finance -Talent development and succession planning -Driving sustainable growth -The role of innovation in finance teams Presented by Personiv https://insights.personiv.com/cfo-weekly Winning in finance goes beyond getting your numbers right. Businesses have to understand the value of developing and planning for the succession of finance team members. Given the finance department's essential role in strategic decision-making and maintaining financial stability, it's important to cultivate talent within the organization to ensure a smooth transition when key personnel leave or retire. To delve into the significance of talent development, succession planning, and bench strength in finance, we discuss with Leonard Hicks.

With over twenty years of experience in business operations and financial management, Leonard has an impressive track record of leading large-scale growth and transformation at Lockheed Martin. He currently serves as the CFO of Abt Associates and is a valuable member of the executive management team. Leonard's expertise as a proven entrepreneur brings best-in-class leadership and collaborative problem-solving skills.

In this episode, we discuss:

  • Developing Future finance leaders
  • Building bench strength in finance
  • Talent development and succession planning
  • Driving sustainable growth
  • The role of innovation in finance teams


Learn more about Leonard:

Episode resources:

If you enjoyed this episode, then please either:

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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 08 Aug 2023 10:00:00 +0000 Personiv Personiv 1575 Winning in finance goes beyond getting your numbers right. Businesses have to understand the value of developing and planning for the succession of finance team members. Given the finance department's essential role in strategic decision-making and maintaining financial stability, it's important to cultivate talent within the organization to ensure a smooth transition when key personnel leave or retire. To delve into the significance of talent development, succession planning, and bench strength in finance, we discuss with Leonard Hicks. With over twenty years of experience in business operations and financial management, Leonard has an impressive track record of leading large-scale growth and transformation at Lockheed Martin. He currently serves as the CFO of Abt Associates and is a valuable member of the executive management team. Leonard's expertise as a proven entrepreneur brings best-in-class leadership and collaborative problem-solving skills. In this episode, we discuss: -Developing future finance leaders -Building bench strength in finance -Talent development and succession planning -Driving sustainable growth -The role of innovation in finance teams Presented by Personiv https://insights.personiv.com/cfo-weekly Winning in finance goes beyond getting your numbers right. Businesses have to understand the value of developing and planning for the succession of finance team members. Given the finance department's essential role in strategic decision-making and maintaining financial stability, it's important to cultivate talent within the organization to ensure a smooth transition when key personnel leave or retire. To delve into the significance of talent development, succession planning, and bench strength in finance, we discuss with Leonard Hicks. With over twenty years of experience in business operations and financial management, Leonard has an impressive track record of leading large-scale growth and transformation at Lockheed Martin. He currently serves as the CFO of Abt Associates and is a valuable member of the executive management team. Leonard's expertise as a proven entrepreneur brings best-in-class leadership and collaborative problem-solving skills. In this episode, we discuss: -Developing future finance leaders -Building bench strength in finance -Talent development and succession planning -Driving sustainable growth -The role of innovation in finance teams Presented by Personiv https://insights.personiv.com/cfo-weekly No No Advocating for Diversity, Inclusion, and Women's Leadership in Finance with Sayle Hutchison https://podcasts.fame.so/e/5nzj5p1n-advocating-diversity-inclusion-womens-leadership-finance-sayle-hutchison Advocating for Diversity, Inclusion, and Women's Leadership in Finance with Sayle Hutchison 157 No No 80zvqrw0 Gender diversity and inclusion have become increasingly important in various industries recently. However, the finance sector has traditionally lacked gender diversity, with women being significantly underrepresented in leadership positions. Developing and empowering female leaders in finance is not only a matter of equality but is also crucial for the industry's strategic growth. So today, Sayle Hutchison, Chief Financial Officer at 15five, joins us to discuss the importance of diversity in the workplace and the need to cultivate the next generation of female finance leaders. Sayle is an accomplished operations and finance executive with over twenty years of experience in the international high-tech industry. She has a demonstrated track record of implementing operational changes, improving efficiency, and driving growth. In the past, she has held various leadership positions, including Vice President of Finance at ExtraHop, Outreach.io, and Avvo, as well as Director of Finance at Microsoft. -In this episode, we discuss: -The significance of diversity in the workplace -Empowering women in finance -Developing the next generation of female finance leaders -Heart-centered leadership Presented by Personiv https://insights.personiv.com/cfo-weekly Gender diversity and inclusion have become increasingly important in various industries recently. However, the finance sector has traditionally lacked gender diversity, with women being significantly underrepresented in leadership positions. Developing and empowering female leaders in finance is not only a matter of equality but is also crucial for the industry's strategic growth. So today, Sayle Hutchison, Chief Financial Officer at 15five, joins us to discuss the importance of diversity in the workplace and the need to cultivate the next generation of female finance leaders.


Sayle is an accomplished operations and finance executive with over twenty years of experience in the international high-tech industry. She has a demonstrated track record of implementing operational changes, improving efficiency, and driving growth. In the past, she has held various leadership positions, including Vice President of Finance at ExtraHop, Outreach.io, and Avvo, as well as Director of Finance at Microsoft.

In this episode, we discuss:

  • The significance of diversity in the workplace
  • Empowering women in finance
  • Developing the next generation of female finance leaders
  • Heart-centered leadership

Learn more about Sayle:

Episode resources:

If you enjoyed this episode, then please either:

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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 01 Aug 2023 10:00:00 +0000 Personiv Personiv 1768 Gender diversity and inclusion have become increasingly important in various industries recently. However, the finance sector has traditionally lacked gender diversity, with women being significantly underrepresented in leadership positions. Developing and empowering female leaders in finance is not only a matter of equality but is also crucial for the industry's strategic growth. So today, Sayle Hutchison, Chief Financial Officer at 15five, joins us to discuss the importance of diversity in the workplace and the need to cultivate the next generation of female finance leaders. Sayle is an accomplished operations and finance executive with over twenty years of experience in the international high-tech industry. She has a demonstrated track record of implementing operational changes, improving efficiency, and driving growth. In the past, she has held various leadership positions, including Vice President of Finance at ExtraHop, Outreach.io, and Avvo, as well as Director of Finance at Microsoft. -In this episode, we discuss: -The significance of diversity in the workplace -Empowering women in finance -Developing the next generation of female finance leaders -Heart-centered leadership Presented by Personiv https://insights.personiv.com/cfo-weekly Gender diversity and inclusion have become increasingly important in various industries recently. However, the finance sector has traditionally lacked gender diversity, with women being significantly underrepresented in leadership positions. Developing and empowering female leaders in finance is not only a matter of equality but is also crucial for the industry's strategic growth. So today, Sayle Hutchison, Chief Financial Officer at 15five, joins us to discuss the importance of diversity in the workplace and the need to cultivate the next generation of female finance leaders. Sayle is an accomplished operations and finance executive with over twenty years of experience in the international high-tech industry. She has a demonstrated track record of implementing operational changes, improving efficiency, and driving growth. In the past, she has held various leadership positions, including Vice President of Finance at ExtraHop, Outreach.io, and Avvo, as well as Director of Finance at Microsoft. -In this episode, we discuss: -The significance of diversity in the workplace -Empowering women in finance -Developing the next generation of female finance leaders -Heart-centered leadership Presented by Personiv https://insights.personiv.com/cfo-weekly No No Digital Assurance and Business Transparency with Mark McCaffrey https://podcasts.fame.so/e/58zjz9x8-digital-assurance-and-business-transparency-with-mark-mccaffrey Digital Assurance and Business Transparency with Mark McCaffrey 156 No No 81zvlk71 CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to CFOs to sort through and translate it into insights for their companies. But even as data and tech take the front seat, CFOs can't overlook the human side of their role. They need to manage emotions, build strong relationships, and encourage fresh thinking. To shed more light on this topic today, we have Mark McCaffrey, CFO at GoDaddy. Mark has more than two decades of experience at PwC, where he held diverse roles within the Technology, Media, and Telecommunications sectors. Throughout his career, Mark has been dedicated to serving clients primarily in the technology and media sectors, with a particular emphasis on helping organizations enhance their digital capabilities. Mark also holds the prestigious position of President Of The Board Of Directors at Kristi Yamaguchi's Always Dream Foundation. In this episode, we discuss: -How can finance leaders balance data and gut feeling effectively? -Why are digital assurance and transparency important to a CFO? -How can CFOs foster an environment of experimentation? -What does it take to approach finance to operations? Presented by Personiv https://insights.personiv.com/cfo-weekly CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to CFOs to sort through and translate it into insights for their companies. But even as data and tech take the front seat, CFOs can't overlook the human side of their role. They need to manage emotions, build strong relationships, and encourage fresh thinking. To shed more light on this topic today, we have Mark McCaffrey, CFO at GoDaddy.


Mark has more than two decades of experience at PwC, where he held diverse roles within the Technology, Media, and Telecommunications sectors. Throughout his career, Mark has been dedicated to serving clients primarily in the technology and media sectors, with a particular emphasis on helping organizations enhance their digital capabilities. Mark also holds the prestigious position of President Of The Board Of Directors at Kristi Yamaguchi's Always Dream Foundation.

In this episode, we discuss:

  • How can finance leaders balance data and gut feeling effectively?
  • Why are digital assurance and transparency important to a CFO?
  • How can CFOs foster an environment of experimentation?
  • What does it take to approach finance to operations?


Learn more about Mark:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 25 Jul 2023 10:00:00 +0000 Personiv Personiv 2161 CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to CFOs to sort through and translate it into insights for their companies. But even as data and tech take the front seat, CFOs can't overlook the human side of their role. They need to manage emotions, build strong relationships, and encourage fresh thinking. To shed more light on this topic today, we have Mark McCaffrey, CFO at GoDaddy. Mark has more than two decades of experience at PwC, where he held diverse roles within the Technology, Media, and Telecommunications sectors. Throughout his career, Mark has been dedicated to serving clients primarily in the technology and media sectors, with a particular emphasis on helping organizations enhance their digital capabilities. Mark also holds the prestigious position of President Of The Board Of Directors at Kristi Yamaguchi's Always Dream Foundation. In this episode, we discuss: -How can finance leaders balance data and gut feeling effectively? -Why are digital assurance and transparency important to a CFO? -How can CFOs foster an environment of experimentation? -What does it take to approach finance to operations? Presented by Personiv https://insights.personiv.com/cfo-weekly CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to CFOs to sort through and translate it into insights for their companies. But even as data and tech take the front seat, CFOs can't overlook the human side of their role. They need to manage emotions, build strong relationships, and encourage fresh thinking. To shed more light on this topic today, we have Mark McCaffrey, CFO at GoDaddy. Mark has more than two decades of experience at PwC, where he held diverse roles within the Technology, Media, and Telecommunications sectors. Throughout his career, Mark has been dedicated to serving clients primarily in the technology and media sectors, with a particular emphasis on helping organizations enhance their digital capabilities. Mark also holds the prestigious position of President Of The Board Of Directors at Kristi Yamaguchi's Always Dream Foundation. In this episode, we discuss: -How can finance leaders balance data and gut feeling effectively? -Why are digital assurance and transparency important to a CFO? -How can CFOs foster an environment of experimentation? -What does it take to approach finance to operations? Presented by Personiv https://insights.personiv.com/cfo-weekly No No E-commerce Cash Flow Masterclass with Matt Putra https://podcasts.fame.so/e/mn44z1rn-e-commerce-cash-flow-masterclass-matt-putra E-commerce Cash Flow Masterclass with Matt Putra 155 No No x069xqp1 With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. However, many e-commerce businesses overlook a critical aspect of their operations: cash flow management, which is crucial for the long-term sustainability and success of any business. To shed light on this topic, we are joined by expert Matt Putra. Matt is an accomplished Fractional CFO specializing in eCommerce companies and agencies. With an impressive portfolio that includes Eightx, Tru Earth, The Turmeric, Lusomé, and BiBADO, he has consistently provided priceless financial expertise to help these businesses prosper. In addition to his role as a Fractional CFO, Matt is also a Co-Owner and holds the positions of CFO and COO at Keep Nature Wild. In this episode, we discuss: -Optimizing your cash flow -Effective financing strategies for e-commerce brands -Balancing cash reserves and growth investments -Common mistakes and best practices for managing your cash flow -Key metrics for e-commerce cash flow management -Creating realistic and accurate forecasting Presented by Personiv https://insights.personiv.com/cfo-weekly With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. However, many e-commerce businesses overlook a critical aspect of their operations: cash flow management, which is crucial for the long-term sustainability and success of any business. To shed light on this topic, we are joined by expert Matt Putra.

Matt is an accomplished Fractional CFO specializing in eCommerce companies and agencies. With an impressive portfolio that includes Eightx, Tru Earth, The Turmeric, Lusomé, and BiBADO, he has consistently provided priceless financial expertise to help these businesses prosper. In addition to his role as a Fractional CFO, Matt is also a Co-Owner and holds the positions of CFO and COO at Keep Nature Wild.

In this episode, we discuss:

  • Optimizing your cash flow
  • Effective financing strategies for e-commerce brands
  • Balancing cash reserves and growth investments
  • Common mistakes and best practices for managing your cash flow
  • Key metrics for e-commerce cash flow management
  • Creating realistic and accurate forecasting

Learn more about Matt:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 18 Jul 2023 10:00:00 +0000 Personiv Personiv 1878 With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. However, many e-commerce businesses overlook a critical aspect of their operations: cash flow management, which is crucial for the long-term sustainability and success of any business. To shed light on this topic, we are joined by expert Matt Putra. Matt is an accomplished Fractional CFO specializing in eCommerce companies and agencies. With an impressive portfolio that includes Eightx, Tru Earth, The Turmeric, Lusomé, and BiBADO, he has consistently provided priceless financial expertise to help these businesses prosper. In addition to his role as a Fractional CFO, Matt is also a Co-Owner and holds the positions of CFO and COO at Keep Nature Wild. In this episode, we discuss: -Optimizing your cash flow -Effective financing strategies for e-commerce brands -Balancing cash reserves and growth investments -Common mistakes and best practices for managing your cash flow -Key metrics for e-commerce cash flow management -Creating realistic and accurate forecasting Presented by Personiv https://insights.personiv.com/cfo-weekly With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. However, many e-commerce businesses overlook a critical aspect of their operations: cash flow management, which is crucial for the long-term sustainability and success of any business. To shed light on this topic, we are joined by expert Matt Putra. Matt is an accomplished Fractional CFO specializing in eCommerce companies and agencies. With an impressive portfolio that includes Eightx, Tru Earth, The Turmeric, Lusomé, and BiBADO, he has consistently provided priceless financial expertise to help these businesses prosper. In addition to his role as a Fractional CFO, Matt is also a Co-Owner and holds the positions of CFO and COO at Keep Nature Wild. In this episode, we discuss: -Optimizing your cash flow -Effective financing strategies for e-commerce brands -Balancing cash reserves and growth investments -Common mistakes and best practices for managing your cash flow -Key metrics for e-commerce cash flow management -Creating realistic and accurate forecasting Presented by Personiv https://insights.personiv.com/cfo-weekly No No Financial Planning 101 for College Students with Stephen Heath https://podcasts.fame.so/e/6nrz055n-financial-planning-101-college-students-stephen-heath Financial Planning 101 for College Students with Stephen Heath 154 No No 8154n330 Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly. Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade. In this episode, we discuss: -The importance of financial empowerment among college students -How can college students build pathways to meaningful careers? -Making informed financial choices -What resources can students use to further develop their personal financial planning skills outside the classroom? Presented by Personiv https://insights.personiv.com/cfo-weekly Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly.

Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade.

In this episode, we discuss:

  • The importance of financial empowerment among college students
  • How can college students build pathways to meaningful careers?
  • Making informed financial choices
  • What resources can students use to further develop their personal financial planning skills outside the classroom?

Learn more about Stephen:

Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here.
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 11 Jul 2023 10:00:00 +0000 Personiv Personiv 2723 Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly. Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade. In this episode, we discuss: -The importance of financial empowerment among college students -How can college students build pathways to meaningful careers? -Making informed financial choices -What resources can students use to further develop their personal financial planning skills outside the classroom? Presented by Personiv https://insights.personiv.com/cfo-weekly Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly. Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade. In this episode, we discuss: -The importance of financial empowerment among college students -How can college students build pathways to meaningful careers? -Making informed financial choices -What resources can students use to further develop their personal financial planning skills outside the classroom? Presented by Personiv https://insights.personiv.com/cfo-weekly No No Making Finance a Business' Beating Heart with Sinohe Terrero https://podcasts.fame.so/e/286j0958-making-finance-business-beating-heart-sinohe-terrero Making Finance a Business' Beating Heart with Sinohe Terrero 153 No No j124ynp1 The CFO role has evolved from financial management to a strategic partnership driving business success. Integrating finance into the business operating fabric is crucial for leveraging the CFO's expertise and ensuring you embed financial considerations in decision-making. By embracing technology, enhancing financial visibility, and cultivating a culture of financial literacy, organizations can unlock the full potential of their CFOs. But how can you successfully integrate finance into your business' operating fabric? Sinohe Terrero has all the answers. Sinohe Terrero is CFO and COO at Envoy. Envoy is a workplace platform that brings together everything you need to seamlessly and securely run one workplace or a hundred. Sinohe has over fifteen years of leadership experience. He stepped into his current role as Envoy’s CFO in 2020. Before Envoy, Sinohe served as CFO and COO of Quid Inc., a big data and analytics company. At Indiegogo and Etsy, he led the finance and data teams. Sinohe holds an MBA in Finance from Baruch College in New York City. In this episode, we discuss: -What is Envoy, and how does it power up productive workplaces and strategic growth? -Why should CFOs make finance an integral part of the business's operation? -How do the current tech industry headwinds and events empower businesses and finance integration? -What changes should happen within the CFO role once finance becomes part of the business operating fabric? -How will the CFO role transform once finance becomes integrated into the business operating fabric? Presented by Personiv https://insights.personiv.com/cfo-weekly The CFO role has evolved from financial management to a strategic partnership driving business success. Integrating finance into the business operating fabric is crucial for leveraging the CFO's expertise and ensuring you embed financial considerations in decision-making. By embracing technology, enhancing financial visibility, and cultivating a culture of financial literacy, organizations can unlock the full potential of their CFOs. But how can you successfully integrate finance into your business' operating fabric? Sinohe Terrero has all the answers.

Sinohe Terrero is CFO and COO at Envoy. Envoy is a workplace platform that brings together everything you need to seamlessly and securely run one workplace or a hundred. Sinohe has over fifteen years of leadership experience. He stepped into his current role as Envoy’s CFO in 2020. Before Envoy, Sinohe served as CFO and COO of Quid Inc., a big data and analytics company. At Indiegogo and Etsy, he led the finance and data teams. Sinohe holds an MBA in Finance from Baruch College in New York City.

In this episode, we discuss:

  • What is Envoy, and how does it power up productive workplaces and strategic growth?
  • Why should CFOs make finance an integral part of the business's operation?
    How do the current tech industry headwinds and events empower businesses and finance integration?
  • What changes should happen within the CFO role once finance becomes part of the business operating fabric?
  • How will the CFO role transform once finance becomes integrated into the business operating fabric?

Learn more about Sinohe:


Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here.
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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

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]]> Tue, 04 Jul 2023 10:00:00 +0000 Personiv Personiv 2114 The CFO role has evolved from financial management to a strategic partnership driving business success. Integrating finance into the business operating fabric is crucial for leveraging the CFO's expertise and ensuring you embed financial considerations in decision-making. By embracing technology, enhancing financial visibility, and cultivating a culture of financial literacy, organizations can unlock the full potential of their CFOs. But how can you successfully integrate finance into your business' operating fabric? Sinohe Terrero has all the answers. Sinohe Terrero is CFO and COO at Envoy. Envoy is a workplace platform that brings together everything you need to seamlessly and securely run one workplace or a hundred. Sinohe has over fifteen years of leadership experience. He stepped into his current role as Envoy’s CFO in 2020. Before Envoy, Sinohe served as CFO and COO of Quid Inc., a big data and analytics company. At Indiegogo and Etsy, he led the finance and data teams. Sinohe holds an MBA in Finance from Baruch College in New York City. In this episode, we discuss: -What is Envoy, and how does it power up productive workplaces and strategic growth? -Why should CFOs make finance an integral part of the business's operation? -How do the current tech industry headwinds and events empower businesses and finance integration? -What changes should happen within the CFO role once finance becomes part of the business operating fabric? -How will the CFO role transform once finance becomes integrated into the business operating fabric? Presented by Personiv https://insights.personiv.com/cfo-weekly The CFO role has evolved from financial management to a strategic partnership driving business success. Integrating finance into the business operating fabric is crucial for leveraging the CFO's expertise and ensuring you embed financial considerations in decision-making. By embracing technology, enhancing financial visibility, and cultivating a culture of financial literacy, organizations can unlock the full potential of their CFOs. But how can you successfully integrate finance into your business' operating fabric? Sinohe Terrero has all the answers. Sinohe Terrero is CFO and COO at Envoy. Envoy is a workplace platform that brings together everything you need to seamlessly and securely run one workplace or a hundred. Sinohe has over fifteen years of leadership experience. He stepped into his current role as Envoy’s CFO in 2020. Before Envoy, Sinohe served as CFO and COO of Quid Inc., a big data and analytics company. At Indiegogo and Etsy, he led the finance and data teams. Sinohe holds an MBA in Finance from Baruch College in New York City. In this episode, we discuss: -What is Envoy, and how does it power up productive workplaces and strategic growth? -Why should CFOs make finance an integral part of the business's operation? -How do the current tech industry headwinds and events empower businesses and finance integration? -What changes should happen within the CFO role once finance becomes part of the business operating fabric? -How will the CFO role transform once finance becomes integrated into the business operating fabric? Presented by Personiv https://insights.personiv.com/cfo-weekly No No Strengthening Your Business Operating Fabric with Dan DeGolier https://podcasts.fame.so/e/l8qz7w1n-strengthening-your-business-operating-fabric-dan-degolier Strengthening Your Business Operating Fabric with Dan DeGolier 152 No No 80nnmvp0 As a vigilant business owner, your constant pursuit revolves around enhancing your company's performance and profitability. While you diligently attend to marketing, sales, and operations, one crucial aspect deserving undivided attention is finance. Effective financial management is a pivotal element for the sustained success of any business. In this context, we delve into the significance of making finance part of the businesses' operating fabric with Dan DeGolier. Dan is an accomplished financial leader with a wealth of expertise spanning over three decades. He possesses a deep-rooted enthusiasm for collaborating with entrepreneurs and high-growth enterprises, aiding them in comprehending their financial landscape, optimizing cash flows, and securing the necessary capital to unlock their ultimate potential. In 2011, Dan established Ascent CFO Solutions, an innovative platform that offers fast-growing companies the opportunity to engage with an experienced Chief Financial Officer on a part-time and flexible basis. In this episode, we discuss: -When should you bring in a fractional CFO, and when it's time to switch over to that full-time? -How to make finance a part of the businesses' operating fabric -How does Ascent CFO Solutions help businesses integrate finance into their operating fabric? -Innovative cash strategies for sustained growth How can a business forecast when it's so difficult to see what the future holds Presented by Personiv https://insights.personiv.com/cfo-weekly As a vigilant business owner, your constant pursuit revolves around enhancing your company's performance and profitability. While you diligently attend to marketing, sales, and operations, one crucial aspect deserving undivided attention is finance. Effective financial management is a pivotal element for the sustained success of any business. In this context, we delve into the significance of making finance part of the businesses' operating fabric with Dan DeGolier.

Dan is an accomplished financial leader with a wealth of expertise spanning over three decades. He possesses a deep-rooted enthusiasm for collaborating with entrepreneurs and high-growth enterprises, aiding them in comprehending their financial landscape, optimizing cash flows, and securing the necessary capital to unlock their ultimate potential. In 2011, Dan established Ascent CFO Solutions, an innovative platform that offers fast-growing companies the opportunity to engage with an experienced Chief Financial Officer on a part-time and flexible basis.

In this episode, we discuss:

  • When should you bring in a fractional CFO, and when it's time to switch over to that full-time?
  • How to make finance a part of the businesses' operating fabric
  • How does Ascent CFO Solutions help businesses integrate finance into their operating fabric?
  • Innovative cash strategies for sustained growth
  • How can a business forecast when it's so difficult to see what the future holds?


Learn more about Dan:


Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here.
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 27 Jun 2023 10:00:00 +0000 Personiv Personiv 1450 As a vigilant business owner, your constant pursuit revolves around enhancing your company's performance and profitability. While you diligently attend to marketing, sales, and operations, one crucial aspect deserving undivided attention is finance. Effective financial management is a pivotal element for the sustained success of any business. In this context, we delve into the significance of making finance part of the businesses' operating fabric with Dan DeGolier. Dan is an accomplished financial leader with a wealth of expertise spanning over three decades. He possesses a deep-rooted enthusiasm for collaborating with entrepreneurs and high-growth enterprises, aiding them in comprehending their financial landscape, optimizing cash flows, and securing the necessary capital to unlock their ultimate potential. In 2011, Dan established Ascent CFO Solutions, an innovative platform that offers fast-growing companies the opportunity to engage with an experienced Chief Financial Officer on a part-time and flexible basis. In this episode, we discuss: -When should you bring in a fractional CFO, and when it's time to switch over to that full-time? -How to make finance a part of the businesses' operating fabric -How does Ascent CFO Solutions help businesses integrate finance into their operating fabric? -Innovative cash strategies for sustained growth How can a business forecast when it's so difficult to see what the future holds Presented by Personiv https://insights.personiv.com/cfo-weekly As a vigilant business owner, your constant pursuit revolves around enhancing your company's performance and profitability. While you diligently attend to marketing, sales, and operations, one crucial aspect deserving undivided attention is finance. Effective financial management is a pivotal element for the sustained success of any business. In this context, we delve into the significance of making finance part of the businesses' operating fabric with Dan DeGolier. Dan is an accomplished financial leader with a wealth of expertise spanning over three decades. He possesses a deep-rooted enthusiasm for collaborating with entrepreneurs and high-growth enterprises, aiding them in comprehending their financial landscape, optimizing cash flows, and securing the necessary capital to unlock their ultimate potential. In 2011, Dan established Ascent CFO Solutions, an innovative platform that offers fast-growing companies the opportunity to engage with an experienced Chief Financial Officer on a part-time and flexible basis. In this episode, we discuss: -When should you bring in a fractional CFO, and when it's time to switch over to that full-time? -How to make finance a part of the businesses' operating fabric -How does Ascent CFO Solutions help businesses integrate finance into their operating fabric? -Innovative cash strategies for sustained growth How can a business forecast when it's so difficult to see what the future holds Presented by Personiv https://insights.personiv.com/cfo-weekly No No How to Protect Sensitive Information in the Remote Work Era with Ben Chrnelich https://podcasts.fame.so/e/4890p79n-how-protect-sensitive-information-remote-work-ben-chrnelich How to Protect Sensitive Information in the Remote Work Era with Ben Chrnelich 151 No No v17436l0 In this episode of CFO Weekly, Megan Weis speaks with Ben Chrnelich, President and Chief Financial Officer at Symphony, about cybersecurity, record management, and monitoring issues stemming from remote work. We discuss how Symphony has put measures into place to accommodate remote working whilst still protecting from cyber security breaches, reasons for the recent explosion of cyber threats, and why CFOs need to maintain constant awareness of the potential threats their organization is facing at any given time. Ben has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Having spent the last two decades in several financial and management leadership roles at organizations such as Charles Schwab, Lehman Brothers, and the New York Stock Exchange, Ben now works at Symphony, a capital markets platform focused on market infrastructure collaboration workflows and provides a community capability to all professionals working in financial services and capital markets. He is also the current Co-Owner of Real Central NJ Soccer. In this episode, we discuss the following topics: -The new cybersecurity challenges faced by financial services companies amidst the shift to remote working -Reasons for the recent explosion in cyber threats -Advice to CFOs to protect their organizations from cybersecurity breaches Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Megan Weis speaks with Ben Chrnelich, President and Chief Financial Officer at Symphony, about cybersecurity, record management, and monitoring issues stemming from remote work. We discuss how Symphony has put measures into place to accommodate remote working whilst still protecting from cyber security breaches, reasons for the recent explosion of cyber threats, and why CFOs need to maintain constant awareness of the potential threats their organization is facing at any given time.

Ben has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Having spent the last two decades in several financial and management leadership roles at organizations such as Charles Schwab, Lehman Brothers, and the New York Stock Exchange, Ben now works at Symphony, a capital markets platform focused on market infrastructure collaboration workflows and provides a community capability to all professionals working in financial services and capital markets. He is also the current Co-Owner of Real Central NJ Soccer.

In this episode, we discuss the following topics:

  • The new cybersecurity challenges faced by financial services companies amidst the shift to remote working
  • Reasons for the recent explosion in cyber threats
  • Advice to CFOs to protect their organizations from cybersecurity breaches

Learn more about Ben:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 20 Jun 2023 10:00:00 +0000 Personiv Personiv 1838 In this episode of CFO Weekly, Megan Weis speaks with Ben Chrnelich, President and Chief Financial Officer at Symphony, about cybersecurity, record management, and monitoring issues stemming from remote work. We discuss how Symphony has put measures into place to accommodate remote working whilst still protecting from cyber security breaches, reasons for the recent explosion of cyber threats, and why CFOs need to maintain constant awareness of the potential threats their organization is facing at any given time. Ben has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Having spent the last two decades in several financial and management leadership roles at organizations such as Charles Schwab, Lehman Brothers, and the New York Stock Exchange, Ben now works at Symphony, a capital markets platform focused on market infrastructure collaboration workflows and provides a community capability to all professionals working in financial services and capital markets. He is also the current Co-Owner of Real Central NJ Soccer. In this episode, we discuss the following topics: -The new cybersecurity challenges faced by financial services companies amidst the shift to remote working -Reasons for the recent explosion in cyber threats -Advice to CFOs to protect their organizations from cybersecurity breaches Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Megan Weis speaks with Ben Chrnelich, President and Chief Financial Officer at Symphony, about cybersecurity, record management, and monitoring issues stemming from remote work. We discuss how Symphony has put measures into place to accommodate remote working whilst still protecting from cyber security breaches, reasons for the recent explosion of cyber threats, and why CFOs need to maintain constant awareness of the potential threats their organization is facing at any given time. Ben has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Having spent the last two decades in several financial and management leadership roles at organizations such as Charles Schwab, Lehman Brothers, and the New York Stock Exchange, Ben now works at Symphony, a capital markets platform focused on market infrastructure collaboration workflows and provides a community capability to all professionals working in financial services and capital markets. He is also the current Co-Owner of Real Central NJ Soccer. In this episode, we discuss the following topics: -The new cybersecurity challenges faced by financial services companies amidst the shift to remote working -Reasons for the recent explosion in cyber threats -Advice to CFOs to protect their organizations from cybersecurity breaches Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Importance of a Sound Financial Strategy in Your Wealth Management with Elliot Kallen https://podcasts.fame.so/e/4n9041q8-importance-sound-financial-strategy-wealth-management-elliot-kallen The Importance of a Sound Financial Strategy in Your Wealth Management with Elliot Kallen 150 No No v074nx71 In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound financial strategy in your wealth management. We discuss the difference between fee-based and commission-based financial planning, common emotion-based mistakes clients make, and predicting where the markets are headed. Elliot also touches on how wealth management is evolving based on changes in generational needs and the role of AI in wealth management. Elliot Kallen is a leader who brings over thirty years of passion and robust entrepreneurial business ownership experience to his elite financial planning & advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, and is a frequent keynote speaker at charities, podcasts, and radio shows. He speaks on various topics, including motivation, leadership, charitable work, marketing, and different financial subjects. In this episode, we discuss the following topics: -Common emotion-driven mistakes made by clients -Predicting the markets, art or science? -The role of AI in advisory services -The role of resilience in the success of an entrepreneur Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound financial strategy in your wealth management. We discuss the difference between fee-based and commission-based financial planning, common emotion-based mistakes clients make, and predicting where the markets are headed. Elliot also touches on how wealth management is evolving based on changes in generational needs and the role of AI in wealth management.

Elliot Kallen is a leader who brings over thirty years of passion and robust entrepreneurial business ownership experience to his elite financial planning & advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, and is a frequent keynote speaker at charities, podcasts, and radio shows. He speaks on various topics, including motivation, leadership, charitable work, marketing, and different financial subjects.


In this episode, we discuss the following topics:

  • Common emotion-driven mistakes made by clients
  • Predicting the markets, art or science?
  • The role of AI in advisory services
  • The role of resilience in the success of an entrepreneur

Learn more about Elliot:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 13 Jun 2023 10:00:00 +0000 Personiv Personiv 1822 In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound financial strategy in your wealth management. We discuss the difference between fee-based and commission-based financial planning, common emotion-based mistakes clients make, and predicting where the markets are headed. Elliot also touches on how wealth management is evolving based on changes in generational needs and the role of AI in wealth management. Elliot Kallen is a leader who brings over thirty years of passion and robust entrepreneurial business ownership experience to his elite financial planning & advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, and is a frequent keynote speaker at charities, podcasts, and radio shows. He speaks on various topics, including motivation, leadership, charitable work, marketing, and different financial subjects. In this episode, we discuss the following topics: -Common emotion-driven mistakes made by clients -Predicting the markets, art or science? -The role of AI in advisory services -The role of resilience in the success of an entrepreneur Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound financial strategy in your wealth management. We discuss the difference between fee-based and commission-based financial planning, common emotion-based mistakes clients make, and predicting where the markets are headed. Elliot also touches on how wealth management is evolving based on changes in generational needs and the role of AI in wealth management. Elliot Kallen is a leader who brings over thirty years of passion and robust entrepreneurial business ownership experience to his elite financial planning & advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, and is a frequent keynote speaker at charities, podcasts, and radio shows. He speaks on various topics, including motivation, leadership, charitable work, marketing, and different financial subjects. In this episode, we discuss the following topics: -Common emotion-driven mistakes made by clients -Predicting the markets, art or science? -The role of AI in advisory services -The role of resilience in the success of an entrepreneur Presented by Personiv https://insights.personiv.com/cfo-weekly No No The ESOP Effect: Empowering Employees and Transforming Businesses with Adanma Akujieze https://podcasts.fame.so/e/1n3l4168-esop-effect-empowering-employees-transforming-businesses-adanma-akujieze The ESOP Effect: Empowering Employees and Transforming Businesses with Adanma Akujieze 149 No No m1j5z870 Welcome to another episode of CFO Weekly with Adanma Akujieze, the esteemed Chief Financial Officer at Larson Design Group. Today, we dive deep into the world of employee stock ownership plans, also known as ESOPs. Adanma unpacks how this unique model transforms employees into business owners, the intricacies of transitioning a business into a 100% ESOP-owned company, and the challenges and opportunities of being an ESOP company. Adanma is a proven leader and dynamic thinker, guiding Larson Design Group through the financial data needed for drawing meaningful conclusions and making critical business decisions. As a co-administrator of the firm's ESOP, she works to ensure that current and future objectives are well aligned with its obligations towards its valued employees. Adanma is also a Certified Public Accountant, a Certified Information Systems Auditor, and a Certified Internal Auditor. In this episode, we discuss: -What is an employee stock ownership plan (ESOP)? -How does an ESOP empower employees as business owners for a secure retirement? -How can a business transition to 100% ESOP ownership? -What are the challenges and opportunities of an ESOP company? -How can you balance the interests of the ESOP participants with the company's financial goals? Presented by Personiv https://insights.personiv.com/cfo-weekly Welcome to another episode of CFO Weekly with Adanma Akujieze, the esteemed Chief Financial Officer at Larson Design Group. Today, we dive deep into the world of employee stock ownership plans, also known as ESOPs. Adanma unpacks how this unique model transforms employees into business owners, the intricacies of transitioning a business into a 100% ESOP-owned company, and the challenges and opportunities of being an ESOP company.

Adanma is a proven leader and dynamic thinker, guiding Larson Design Group through the financial data needed for drawing meaningful conclusions and making critical business decisions. As a co-administrator of the firm's ESOP, she works to ensure that current and future objectives are well aligned with its obligations towards its valued employees. Adanma is also a Certified Public Accountant, a Certified Information Systems Auditor, and a Certified Internal Auditor.

In this episode, we discuss:

  • What is an employee stock ownership plan (ESOP)?
  • How does an ESOP empower employees as business owners for a secure retirement?
  • How can a business transition to 100% ESOP ownership?
  • What are the challenges and opportunities of an ESOP company?
  • How can you balance the interests of the ESOP participants with the company's financial goals?


Learn more about Adanma:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 06 Jun 2023 10:00:00 +0000 Personiv Personiv 1674 Welcome to another episode of CFO Weekly with Adanma Akujieze, the esteemed Chief Financial Officer at Larson Design Group. Today, we dive deep into the world of employee stock ownership plans, also known as ESOPs. Adanma unpacks how this unique model transforms employees into business owners, the intricacies of transitioning a business into a 100% ESOP-owned company, and the challenges and opportunities of being an ESOP company. Adanma is a proven leader and dynamic thinker, guiding Larson Design Group through the financial data needed for drawing meaningful conclusions and making critical business decisions. As a co-administrator of the firm's ESOP, she works to ensure that current and future objectives are well aligned with its obligations towards its valued employees. Adanma is also a Certified Public Accountant, a Certified Information Systems Auditor, and a Certified Internal Auditor. In this episode, we discuss: -What is an employee stock ownership plan (ESOP)? -How does an ESOP empower employees as business owners for a secure retirement? -How can a business transition to 100% ESOP ownership? -What are the challenges and opportunities of an ESOP company? -How can you balance the interests of the ESOP participants with the company's financial goals? Presented by Personiv https://insights.personiv.com/cfo-weekly Welcome to another episode of CFO Weekly with Adanma Akujieze, the esteemed Chief Financial Officer at Larson Design Group. Today, we dive deep into the world of employee stock ownership plans, also known as ESOPs. Adanma unpacks how this unique model transforms employees into business owners, the intricacies of transitioning a business into a 100% ESOP-owned company, and the challenges and opportunities of being an ESOP company. Adanma is a proven leader and dynamic thinker, guiding Larson Design Group through the financial data needed for drawing meaningful conclusions and making critical business decisions. As a co-administrator of the firm's ESOP, she works to ensure that current and future objectives are well aligned with its obligations towards its valued employees. Adanma is also a Certified Public Accountant, a Certified Information Systems Auditor, and a Certified Internal Auditor. In this episode, we discuss: -What is an employee stock ownership plan (ESOP)? -How does an ESOP empower employees as business owners for a secure retirement? -How can a business transition to 100% ESOP ownership? -What are the challenges and opportunities of an ESOP company? -How can you balance the interests of the ESOP participants with the company's financial goals? Presented by Personiv https://insights.personiv.com/cfo-weekly No No Striking and Maintaining the Right Board Balance with Inder Singh https://podcasts.fame.so/e/0njzy2qn-striking-maintaining-right-board-balance-inder-singh Striking and Maintaining the Right Board Balance with Inder Singh 148 No No 40pkq4x1 A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that lies at the heart of successful governance in an organization. It's a dynamic interplay that influences an organization's overall health and effectiveness and involves ensuring a mutual relationship based on trust, respect, and communication. However, striking that balance is the real challenge. Lucky for us, Inder Singh shares his insight about the topic. Inder is an accomplished financial executive with an extensive background in strategic financial planning, corporate finance, and risk management. He is currently a Board of Directors Member of Wiley, IonQ, and Affinity Federal Credit Union. Some of his previous roles include Chief Financial Officer and EVP at Arm, Chief Financial Officer and SVP at Unisys, Managing Director of Equity Capital Markets at SunTrust, Senior Vice President of Finance and Strategy at Comcast, and Vice President of Corporate Financial Strategy and M&A at Cisco. In this episode, we discuss: -How can you secure a board seat? -Striking balance within the board -How can CFOs cultivate trust and maintain positive relationships with the board of directors? -The role of transparency in managing board expectations Presented by Personiv https://insights.personiv.com/cfo-weekly A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that lies at the heart of successful governance in an organization. It's a dynamic interplay that influences an organization's overall health and effectiveness and involves ensuring a mutual relationship based on trust, respect, and communication. However, striking that balance is the real challenge. Lucky for us, Inder Singh shares his insight about the topic.

Inder is an accomplished financial executive with an extensive background in strategic financial planning, corporate finance, and risk management. He is currently a Board of Directors Member of Wiley, IonQ, and Affinity Federal Credit Union. Some of his previous roles include Chief Financial Officer and EVP at Arm, Chief Financial Officer and SVP at Unisys, Managing Director of Equity Capital Markets at SunTrust, Senior Vice President of Finance and Strategy at Comcast, and Vice President of Corporate Financial Strategy and M&A at Cisco.

In this episode, we discuss:

  • How can you secure a board seat?
  • Striking balance within the board
  • How can CFOs cultivate trust and maintain positive relationships with the board of directors?
  • The role of transparency in managing board expectations


Learn more about Inder:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 30 May 2023 10:00:00 +0000 Personiv Personiv 1897 A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that lies at the heart of successful governance in an organization. It's a dynamic interplay that influences an organization's overall health and effectiveness and involves ensuring a mutual relationship based on trust, respect, and communication. However, striking that balance is the real challenge. Lucky for us, Inder Singh shares his insight about the topic. Inder is an accomplished financial executive with an extensive background in strategic financial planning, corporate finance, and risk management. He is currently a Board of Directors Member of Wiley, IonQ, and Affinity Federal Credit Union. Some of his previous roles include Chief Financial Officer and EVP at Arm, Chief Financial Officer and SVP at Unisys, Managing Director of Equity Capital Markets at SunTrust, Senior Vice President of Finance and Strategy at Comcast, and Vice President of Corporate Financial Strategy and M&A at Cisco. In this episode, we discuss: -How can you secure a board seat? -Striking balance within the board -How can CFOs cultivate trust and maintain positive relationships with the board of directors? -The role of transparency in managing board expectations Presented by Personiv https://insights.personiv.com/cfo-weekly A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that lies at the heart of successful governance in an organization. It's a dynamic interplay that influences an organization's overall health and effectiveness and involves ensuring a mutual relationship based on trust, respect, and communication. However, striking that balance is the real challenge. Lucky for us, Inder Singh shares his insight about the topic. Inder is an accomplished financial executive with an extensive background in strategic financial planning, corporate finance, and risk management. He is currently a Board of Directors Member of Wiley, IonQ, and Affinity Federal Credit Union. Some of his previous roles include Chief Financial Officer and EVP at Arm, Chief Financial Officer and SVP at Unisys, Managing Director of Equity Capital Markets at SunTrust, Senior Vice President of Finance and Strategy at Comcast, and Vice President of Corporate Financial Strategy and M&A at Cisco. In this episode, we discuss: -How can you secure a board seat? -Striking balance within the board -How can CFOs cultivate trust and maintain positive relationships with the board of directors? -The role of transparency in managing board expectations Presented by Personiv https://insights.personiv.com/cfo-weekly No No Unlocking Business Success: Essential Steps for Every Aspiring Entrepreneur with Danielle Hayden https://podcasts.fame.so/e/xnv3qrr8-business-success-essential-steps-aspiring-entrepreneur-danielle-hayden Unlocking Business Success: Essential Steps for Every Aspiring Entrepreneur with Danielle Hayden 147 No No 71yn7ll0 Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, there are key financial steps that lay the foundation for success, such as creating a budget and managing finances effectively, paying taxes correctly to avoid any legal repercussions, preparing for unexpected expenses or financial setbacks, and utilizing financial data to make informed decisions that can drive growth and sustainability. Today, we explore these key financial steps and provide actionable insights for beginning business owners to navigate the financial aspects of their entrepreneurial journey with Danielle Hayden. Danielle is a reformed corporate CFO on a mission to help entrepreneurs understand their numbers to gain the confidence needed to create sustainable profits. After spending ten-plus years in the boardroom as a corporate finance officer, she is now in her sweet spot as the CEO of Kickstart Accounting, where she helps business owners with bookkeeping, financial analysis, and education. Danielle is also the author of The Profit Planner book series and host of the Entrepreneur Money Stories Podcast. In this episode, we discuss: -Separating personal and business finances -Building a strong money team -Using financial data to make informed business decisions -Preparing for financial setbacks -Leveraging bookkeeping for future success Presented by Personiv https://insights.personiv.com/cfo-weekly Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, there are key financial steps that lay the foundation for success, such as creating a budget and managing finances effectively, paying taxes correctly to avoid any legal repercussions, preparing for unexpected expenses or financial setbacks, and utilizing financial data to make informed decisions that can drive growth and sustainability. Today, we explore these key financial steps and provide actionable insights for beginning business owners to navigate the financial aspects of their entrepreneurial journey with Danielle Hayden.


Danielle is a reformed corporate CFO on a mission to help entrepreneurs understand their numbers to gain the confidence needed to create sustainable profits. After spending ten-plus years in the boardroom as a corporate finance officer, she is now in her sweet spot as the CEO of Kickstart Accounting, where she helps business owners with bookkeeping, financial analysis and education. Danielle is also the author of The Profit Planner book series and host of the Entrepreneur Money Stories Podcast.


In this episode, we discuss:

  • Separating personal and business finances
  • Building a strong money team
  • Using financial data to make informed business decisions
  • Preparing for financial setbacks
  • Leveraging bookkeeping for future success


Learn more about Danielle:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 23 May 2023 10:00:00 +0000 Personiv Personiv 2053 Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, there are key financial steps that lay the foundation for success, such as creating a budget and managing finances effectively, paying taxes correctly to avoid any legal repercussions, preparing for unexpected expenses or financial setbacks, and utilizing financial data to make informed decisions that can drive growth and sustainability. Today, we explore these key financial steps and provide actionable insights for beginning business owners to navigate the financial aspects of their entrepreneurial journey with Danielle Hayden. Danielle is a reformed corporate CFO on a mission to help entrepreneurs understand their numbers to gain the confidence needed to create sustainable profits. After spending ten-plus years in the boardroom as a corporate finance officer, she is now in her sweet spot as the CEO of Kickstart Accounting, where she helps business owners with bookkeeping, financial analysis, and education. Danielle is also the author of The Profit Planner book series and host of the Entrepreneur Money Stories Podcast. In this episode, we discuss: -Separating personal and business finances -Building a strong money team -Using financial data to make informed business decisions -Preparing for financial setbacks -Leveraging bookkeeping for future success Presented by Personiv https://insights.personiv.com/cfo-weekly Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, there are key financial steps that lay the foundation for success, such as creating a budget and managing finances effectively, paying taxes correctly to avoid any legal repercussions, preparing for unexpected expenses or financial setbacks, and utilizing financial data to make informed decisions that can drive growth and sustainability. Today, we explore these key financial steps and provide actionable insights for beginning business owners to navigate the financial aspects of their entrepreneurial journey with Danielle Hayden. Danielle is a reformed corporate CFO on a mission to help entrepreneurs understand their numbers to gain the confidence needed to create sustainable profits. After spending ten-plus years in the boardroom as a corporate finance officer, she is now in her sweet spot as the CEO of Kickstart Accounting, where she helps business owners with bookkeeping, financial analysis, and education. Danielle is also the author of The Profit Planner book series and host of the Entrepreneur Money Stories Podcast. In this episode, we discuss: -Separating personal and business finances -Building a strong money team -Using financial data to make informed business decisions -Preparing for financial setbacks -Leveraging bookkeeping for future success Presented by Personiv https://insights.personiv.com/cfo-weekly No No Embracing and Fostering Diversity in Finance with Jeremy Springer https://podcasts.fame.so/e/qn0xq1kn-embracing-and-fostering-diversity-in-finance-with-jeremy-springer Embracing and Fostering Diversity in Finance with Jeremy Springer 146 No No p1kjpl90 Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Promoting diversity in the workforce, and among suppliers, yields numerous advantages that go beyond societal advancement. However, diversity encompasses more than recruiting individuals from varied cultures or ethnic backgrounds into your company. According to Jeremy Springer, diversity is intricately tied to one's range of experiences. In the following discourse, Springer will impart valuable knowledge on cultivating and harnessing the complete potential of DIVERSITY. Jeremy is the Chief Financial Officer at Frontier Energy, a leading professional services firm known for its remarkable expertise in driving market transformation. With a fervent dedication to assisting engineers, program managers, and scientists, he actively supports their endeavors to revolutionize the global energy landscape through visionary leadership and groundbreaking innovations in finance, technology, and business operations. Before Frontier Energy, Jeremy held CFO roles at Energy Insight, Davis Energy Group, and Advanced Energy Products. In this episode, we discuss: -Pioneering the intelligent use of energy -Why diversity is a function of experience -Leveraging workforce diversity -The importance of supplier diversity -Enhancing client diversity Presented by Personiv https://insights.personiv.com/cfo-weekly Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Promoting diversity in the workforce, and among suppliers, yields numerous advantages that go beyond societal advancement. However, diversity encompasses more than recruiting individuals from varied cultures or ethnic backgrounds into your company. According to Jeremy Springer, diversity is intricately tied to one's range of experiences. In the following discourse, Springer will impart valuable knowledge on cultivating and harnessing the complete potential of DIVERSITY.

Jeremy is the Chief Financial Officer at Frontier Energy, a leading professional services firm known for its remarkable expertise in driving market transformation. With a fervent dedication to assisting engineers, program managers, and scientists, he actively supports their endeavors to revolutionize the global energy landscape through visionary leadership and groundbreaking innovations in finance, technology, and business operations. Before Frontier Energy, Jeremy held CFO roles at Energy Insight, Davis Energy Group, and Advanced Energy Products.


In this episode, we discuss:

  • Pioneering the intelligent use of energy
  • Why diversity is a function of experience
  • Leveraging workforce diversity
  • The importance of supplier diversity
  • Enhancing client diversity


Learn more about Jeremy:

Episode resources:

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Instructions on how to follow, rate, and review CFO-Weekly are here.
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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 16 May 2023 10:00:00 +0000 Personiv Personiv 1850 Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Promoting diversity in the workforce, and among suppliers, yields numerous advantages that go beyond societal advancement. However, diversity encompasses more than recruiting individuals from varied cultures or ethnic backgrounds into your company. According to Jeremy Springer, diversity is intricately tied to one's range of experiences. In the following discourse, Springer will impart valuable knowledge on cultivating and harnessing the complete potential of DIVERSITY. Jeremy is the Chief Financial Officer at Frontier Energy, a leading professional services firm known for its remarkable expertise in driving market transformation. With a fervent dedication to assisting engineers, program managers, and scientists, he actively supports their endeavors to revolutionize the global energy landscape through visionary leadership and groundbreaking innovations in finance, technology, and business operations. Before Frontier Energy, Jeremy held CFO roles at Energy Insight, Davis Energy Group, and Advanced Energy Products. In this episode, we discuss: -Pioneering the intelligent use of energy -Why diversity is a function of experience -Leveraging workforce diversity -The importance of supplier diversity -Enhancing client diversity Presented by Personiv https://insights.personiv.com/cfo-weekly Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Promoting diversity in the workforce, and among suppliers, yields numerous advantages that go beyond societal advancement. However, diversity encompasses more than recruiting individuals from varied cultures or ethnic backgrounds into your company. According to Jeremy Springer, diversity is intricately tied to one's range of experiences. In the following discourse, Springer will impart valuable knowledge on cultivating and harnessing the complete potential of DIVERSITY. Jeremy is the Chief Financial Officer at Frontier Energy, a leading professional services firm known for its remarkable expertise in driving market transformation. With a fervent dedication to assisting engineers, program managers, and scientists, he actively supports their endeavors to revolutionize the global energy landscape through visionary leadership and groundbreaking innovations in finance, technology, and business operations. Before Frontier Energy, Jeremy held CFO roles at Energy Insight, Davis Energy Group, and Advanced Energy Products. In this episode, we discuss: -Pioneering the intelligent use of energy -Why diversity is a function of experience -Leveraging workforce diversity -The importance of supplier diversity -Enhancing client diversity Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Intersection of Finance and Technology: Staying Agile and Modernizing Your Finance Operations with Joe Chevalier https://podcasts.fame.so/e/28xjkmx8-staying-agile-modernizing-finance-operations-joe-chevalier The Intersection of Finance and Technology: Staying Agile and Modernizing Your Finance Operations with Joe Chevalier 145 No No 60mp75j1 With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies strive to modernize their financial processes and systems, they realize the need to weave finance into the fabric of their operations. Joe Chevalier joins us today to uncover how digital transformation and finance integration help businesses stay agile, responsive, and adaptable in the face of a rapidly changing business environment. As a finance-oriented Certified Public Accountant, Joe has made it his mission to connect the dots between business operations and financial outcomes while serving as a valuable strategic partner to CEOs. Currently holding the position of Vice President of Finance and Operations at APS Payroll, Joe is responsible for overseeing the complete cycle of financial, accounting, tax, and treasury operations. With a career spanning multiple industries, Joe has held various leadership roles, including Chief Financial Officer at Carrollton Springs, Controller at Encompass Health, Senior Auditor of Healthcare at Lester, Miller, and Wells CPA's, and Infantry Squad Leader at the United States Marine Corps. In this episode, we discuss: -The importance of adapting to digital transformation in finance -Aligning business finance and operations -Upskilling finance departments -Embracing automation in accounting -The role of finance in business growth and success Presented by Personiv https://insights.personiv.com/cfo-weekly With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies strive to modernize their financial processes and systems, they realize the need to weave finance into the fabric of their operations. Joe Chevalier joins us today to uncover how digital transformation and finance integration help businesses stay agile, responsive, and adaptable in the face of a rapidly changing business environment.

As a finance-oriented Certified Public Accountant, Joe has made it his mission to connect the dots between business operations and financial outcomes while serving as a valuable strategic partner to CEOs. Currently holding the position of Vice President of Finance and Operations at APS Payroll, Joe is responsible for overseeing the complete cycle of financial, accounting, tax, and treasury operations. With a career spanning multiple industries, Joe has held various leadership roles, including Chief Financial Officer at Carrollton Springs, Controller at Encompass Health, Senior Auditor of Healthcare at Lester, Miller, and Wells CPA's, and Infantry Squad Leader at the United States Marine Corps.

In this episode, we discuss:

  • The importance of adapting to digital transformation in finance
  • Aligning business finance and operations
  • Upskilling finance departments
  • Embracing automation in accounting
  • The role of finance in business growth and success

Learn more about Joe:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 09 May 2023 10:00:00 +0000 Personiv Personiv 1492 With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies strive to modernize their financial processes and systems, they realize the need to weave finance into the fabric of their operations. Joe Chevalier joins us today to uncover how digital transformation and finance integration help businesses stay agile, responsive, and adaptable in the face of a rapidly changing business environment. As a finance-oriented Certified Public Accountant, Joe has made it his mission to connect the dots between business operations and financial outcomes while serving as a valuable strategic partner to CEOs. Currently holding the position of Vice President of Finance and Operations at APS Payroll, Joe is responsible for overseeing the complete cycle of financial, accounting, tax, and treasury operations. With a career spanning multiple industries, Joe has held various leadership roles, including Chief Financial Officer at Carrollton Springs, Controller at Encompass Health, Senior Auditor of Healthcare at Lester, Miller, and Wells CPA's, and Infantry Squad Leader at the United States Marine Corps. In this episode, we discuss: -The importance of adapting to digital transformation in finance -Aligning business finance and operations -Upskilling finance departments -Embracing automation in accounting -The role of finance in business growth and success Presented by Personiv https://insights.personiv.com/cfo-weekly With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies strive to modernize their financial processes and systems, they realize the need to weave finance into the fabric of their operations. Joe Chevalier joins us today to uncover how digital transformation and finance integration help businesses stay agile, responsive, and adaptable in the face of a rapidly changing business environment. As a finance-oriented Certified Public Accountant, Joe has made it his mission to connect the dots between business operations and financial outcomes while serving as a valuable strategic partner to CEOs. Currently holding the position of Vice President of Finance and Operations at APS Payroll, Joe is responsible for overseeing the complete cycle of financial, accounting, tax, and treasury operations. With a career spanning multiple industries, Joe has held various leadership roles, including Chief Financial Officer at Carrollton Springs, Controller at Encompass Health, Senior Auditor of Healthcare at Lester, Miller, and Wells CPA's, and Infantry Squad Leader at the United States Marine Corps. In this episode, we discuss: -The importance of adapting to digital transformation in finance -Aligning business finance and operations -Upskilling finance departments -Embracing automation in accounting -The role of finance in business growth and success Presented by Personiv https://insights.personiv.com/cfo-weekly No No Driving Better Business Outcomes Through Financial Management Platforms with Kurt Shintaffer https://podcasts.fame.so/e/vn560r18-driving-better-business-outcomes-financial-management-kurt-shintaffer Driving Better Business Outcomes Through Financial Management Platforms with Kurt Shintaffer 144 No No 80qvy9w1 Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. However, when it comes to finance, it's still challenging to find the right tools that will make your life easier, not harder. If you are a business owner or manager looking to optimize your costs and resources, stay tuned as we explore Apptio's platform and how it can transform the way you manage your IT resources with Kurt Shintaffer. Kurt is the Co-Founder and CFO at Apptio. With more than twenty years of financial and operational management experience, Kurt has led Apptio through key milestones and achievements, which include raising $136 million in venture capital, taking the company public in 2016 with a $110 million IPO, executing a $144 million convertible note offering in 2018, and closing an acquisition deal with Vista Equity Partners to take the company private in 2019. Before Apptio, Kurt was the CFO at iConclude, VP of Finance at Pacific Edge Software, and Senior Auditor at Ernst & Young. In this episode, we discuss: -How Apptio helps businesses manage their costs and drive better business outcomes -The benefits of connected technology investment -Enhancing transparency in IT services for cost savings -AI-powered cloud financial planning Presented by Personiv https://insights.personiv.com/cfo-weekly Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. However, when it comes to finance, it's still challenging to find the right tools that will make your life easier, not harder. If you are a business owner or manager looking to optimize your costs and resources, stay tuned as we explore Apptio's platform and how it can transform the way you manage your IT resources with Kurt Shintaffer.

Kurt is the Co-Founder and CFO at Apptio. With more than twenty years of financial and operational management experience, Kurt has led Apptio through key milestones and achievements, which include raising $136 million in venture capital, taking the company public in 2016 with a $110 million IPO, executing a $144 million convertible note offering in 2018, and closing an acquisition deal with Vista Equity Partners to take the company private in 2019. Before Apptio, Kurt was the CFO at iConclude, VP of Finance at Pacific Edge Software, and Senior Auditor at Ernst & Young.

In this episode, we discuss:

  • How Apptio helps businesses manage their costs and drive better business outcomes
  • The benefits of connected technology investment
  • Enhancing transparency in IT services for cost savings
  • AI-powered cloud financial planning

Learn more about Kurt:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 May 2023 10:00:00 +0000 Personiv Personiv 2345 Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. However, when it comes to finance, it's still challenging to find the right tools that will make your life easier, not harder. If you are a business owner or manager looking to optimize your costs and resources, stay tuned as we explore Apptio's platform and how it can transform the way you manage your IT resources with Kurt Shintaffer. Kurt is the Co-Founder and CFO at Apptio. With more than twenty years of financial and operational management experience, Kurt has led Apptio through key milestones and achievements, which include raising $136 million in venture capital, taking the company public in 2016 with a $110 million IPO, executing a $144 million convertible note offering in 2018, and closing an acquisition deal with Vista Equity Partners to take the company private in 2019. Before Apptio, Kurt was the CFO at iConclude, VP of Finance at Pacific Edge Software, and Senior Auditor at Ernst & Young. In this episode, we discuss: -How Apptio helps businesses manage their costs and drive better business outcomes -The benefits of connected technology investment -Enhancing transparency in IT services for cost savings -AI-powered cloud financial planning Presented by Personiv https://insights.personiv.com/cfo-weekly Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. However, when it comes to finance, it's still challenging to find the right tools that will make your life easier, not harder. If you are a business owner or manager looking to optimize your costs and resources, stay tuned as we explore Apptio's platform and how it can transform the way you manage your IT resources with Kurt Shintaffer. Kurt is the Co-Founder and CFO at Apptio. With more than twenty years of financial and operational management experience, Kurt has led Apptio through key milestones and achievements, which include raising $136 million in venture capital, taking the company public in 2016 with a $110 million IPO, executing a $144 million convertible note offering in 2018, and closing an acquisition deal with Vista Equity Partners to take the company private in 2019. Before Apptio, Kurt was the CFO at iConclude, VP of Finance at Pacific Edge Software, and Senior Auditor at Ernst & Young. In this episode, we discuss: -How Apptio helps businesses manage their costs and drive better business outcomes -The benefits of connected technology investment -Enhancing transparency in IT services for cost savings -AI-powered cloud financial planning Presented by Personiv https://insights.personiv.com/cfo-weekly No No Breaking Barriers: How Modern Women CFOs Are Tackling the Gender Pay Gap and Transforming the Workplace with Jenna Fisher https://podcasts.fame.so/e/q80xxzl8-breaking-barriers-modern-women-cfos-jenna-fisher Breaking Barriers: How Modern Women CFOs Are Tackling the Gender Pay Gap and Transforming the Workplace with Jenna Fisher 143 No No p0kjj321 The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna. As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success. In this episode, we discuss: -Qualities of successful CFOs -Barriers to women achieving CFO roles -Closing the gender pay gap -Empowering women in corporate leadership -The importance of networking and investing in yourself Presented by Personiv https://insights.personiv.com/cfo-weekly The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna.

As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success.


In this episode, we discuss:

  • Qualities of successful CFOs
  • Barriers to women achieving CFO roles
  • Closing the gender pay gap
  • Empowering women in corporate leadership
  • The importance of networking and investing in yourself

Learn more about Jenna:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 25 Apr 2023 10:00:00 +0000 Personiv Personiv 2031 The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna. As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success. In this episode, we discuss: -Qualities of successful CFOs -Barriers to women achieving CFO roles -Closing the gender pay gap -Empowering women in corporate leadership -The importance of networking and investing in yourself Presented by Personiv https://insights.personiv.com/cfo-weekly The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna. As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success. In this episode, we discuss: -Qualities of successful CFOs -Barriers to women achieving CFO roles -Closing the gender pay gap -Empowering women in corporate leadership -The importance of networking and investing in yourself Presented by Personiv https://insights.personiv.com/cfo-weekly No No Leading Financial Transformation: Key Considerations for Modern CFOs with Janice Stucke https://podcasts.fame.so/e/x8yq47l8-financial-transformation-key-considerations-modern-cfos-janice-stucke Leading Financial Transformation: Key Considerations for Modern CFOs with Janice Stucke 142 No No l0489rw0 Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhelming for some CFOs. But not for Janice Stucke, who joins the show to exemplify how to lead your organization to successful financial transformation. Janice is currently the Chief Financial Officer at Achieving the Dream, which leads America’s largest network of community colleges working to become strong engines of student and community growth. Some of her previous roles include Director of Finance and Business Analysis at SHRM, Controller at CertaTech Solutions, and Lead Accountant at CFO Services Group. In this episode, we discuss: -Janice's career pivot from refuge programs to CFO -Key considerations for CFOs in planning digital transformation -Designing a successful financial transformation strategy -Balancing short-term with long-term financial goals when leading a transformation project -The role of Data and analytics in financial transformation Presented by Personiv https://insights.personiv.com/cfo-weekly Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhelming for some CFOs. But not for Janice Stucke, who joins the show to exemplify how to lead your organization to successful financial transformation.

Janice is currently the Chief Financial Officer at Achieving the Dream, which leads America’s largest network of community colleges working to become strong engines of student and community growth. Some of her previous roles include Director of Finance and Business Analysis at SHRM, Controller at CertaTech Solutions, and Lead Accountant at CFO Services Group.

In this episode, we discuss:
  • Janice's career pivot from refuge programs to CFO
  • Key considerations for CFOs in planning digital transformation
  • Designing a successful financial transformation strategy
  • Balancing short-term with long-term financial goals when leading a transformation project
  • The role of data and analytics in financial transformation


Learn more about Janice:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 18 Apr 2023 10:00:00 +0000 Personiv Personiv 2097 Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhelming for some CFOs. But not for Janice Stucke, who joins the show to exemplify how to lead your organization to successful financial transformation. Janice is currently the Chief Financial Officer at Achieving the Dream, which leads America’s largest network of community colleges working to become strong engines of student and community growth. Some of her previous roles include Director of Finance and Business Analysis at SHRM, Controller at CertaTech Solutions, and Lead Accountant at CFO Services Group. In this episode, we discuss: -Janice's career pivot from refuge programs to CFO -Key considerations for CFOs in planning digital transformation -Designing a successful financial transformation strategy -Balancing short-term with long-term financial goals when leading a transformation project -The role of Data and analytics in financial transformation Presented by Personiv https://insights.personiv.com/cfo-weekly Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhelming for some CFOs. But not for Janice Stucke, who joins the show to exemplify how to lead your organization to successful financial transformation. Janice is currently the Chief Financial Officer at Achieving the Dream, which leads America’s largest network of community colleges working to become strong engines of student and community growth. Some of her previous roles include Director of Finance and Business Analysis at SHRM, Controller at CertaTech Solutions, and Lead Accountant at CFO Services Group. In this episode, we discuss: -Janice's career pivot from refuge programs to CFO -Key considerations for CFOs in planning digital transformation -Designing a successful financial transformation strategy -Balancing short-term with long-term financial goals when leading a transformation project -The role of Data and analytics in financial transformation Presented by Personiv https://insights.personiv.com/cfo-weekly Megan Weis, CFO Weekly, Personiv, Janice Stucke, Achieving the Dream, Leading Financial Transformation No No Technology for Better Businesses: The Importance of Value-Driven Finance Solutions with Michael Tannenbaum https://podcasts.fame.so/e/vn5644x8-the-importance-value-driven-finance-solutions-michael-tannenbaum Technology for Better Businesses: The Importance of Value-Driven Finance Solutions with Michael Tannenbaum 141 No No 80qvxx61 In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology to align with their values and ethical principles, businesses can not only create a positive impact on society but also enhance their bottom line. And Michael Tannenbaum will help us uncover the full potential of investing in value-driven finance technology. Michael is the Chief Operating Officer at Brex, a unified finance platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay. He began his career in investment banking and private equity before joining SoFi as its 75th employee. Michael then left SoFi to join Brex as its first employee in 2017. In this episode, we discuss: -The value of finance technology -The evolving role of CFOs in the digital age -Ethical and social responsibility in finance tech -The future of finance tech -Networking and mentorship for aspiring CFOs Presented by Personiv https://insights.personiv.com/cfo-weekly In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology to align with their values and ethical principles, businesses can not only create a positive impact on society but also enhance their bottom line. And Michael Tannenbaum will help us uncover the full potential of investing in value-driven finance technology.

Michael is the Chief Operating Officer at Brex, a unified finance platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay. He began his career in investment banking and private equity before joining SoFi as its 75th employee. Michael then left SoFi to join Brex as its first employee in 2017.


In this episode, we discuss:
  • The value of finance technology
  • The evolving role of CFOs in the digital age
  • Ethical and social responsibility in finance tech
  • The future of finance tech
  • Networking and mentorship for aspiring CFOs

Learn more about Michael:


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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 11 Apr 2023 10:00:00 +0000 Personiv Personiv 1551 In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology to align with their values and ethical principles, businesses can not only create a positive impact on society but also enhance their bottom line. And Michael Tannenbaum will help us uncover the full potential of investing in value-driven finance technology. Michael is the Chief Operating Officer at Brex, a unified finance platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay. He began his career in investment banking and private equity before joining SoFi as its 75th employee. Michael then left SoFi to join Brex as its first employee in 2017. In this episode, we discuss: -The value of finance technology -The evolving role of CFOs in the digital age -Ethical and social responsibility in finance tech -The future of finance tech -Networking and mentorship for aspiring CFOs Presented by Personiv https://insights.personiv.com/cfo-weekly In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology to align with their values and ethical principles, businesses can not only create a positive impact on society but also enhance their bottom line. And Michael Tannenbaum will help us uncover the full potential of investing in value-driven finance technology. Michael is the Chief Operating Officer at Brex, a unified finance platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay. He began his career in investment banking and private equity before joining SoFi as its 75th employee. Michael then left SoFi to join Brex as its first employee in 2017. In this episode, we discuss: -The value of finance technology -The evolving role of CFOs in the digital age -Ethical and social responsibility in finance tech -The future of finance tech -Networking and mentorship for aspiring CFOs Presented by Personiv https://insights.personiv.com/cfo-weekly No No Taming Payment Chaos: How Ledge is Empowering Finance Teams with Tal Kirschenbaum https://podcasts.fame.so/e/q80x4r78-how-ledge-empowering-finance-teams-tal-kirschenbaum Taming Payment Chaos: How Ledge is Empowering Finance Teams with Tal Kirschenbaum 140 No No p0kjmqw1 Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an efficient way to match transactions and payments between different banks, payment providers, ERPs, and invoice solutions. So, he built one himself. Tal is the Co-Founder and currently the CEO of Ledge, a command center for payments built for finance teams operating at scale. Before starting Ledge, he held various leading roles at companies such as Melio, Pine Capital, Facebook, Boston Consulting Group, and Intel Corporation. In this episode, we discuss: -Taming the payment chaos -Automating financial infrastructure with Ledge -Digitizing finance teams -Multi-bank treasury management solutions Presented by Personiv https://insights.personiv.com/cfo-weekly Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an efficient way to match transactions and payments between different banks, payment providers, ERPs, and invoice solutions. So, he built one himself.

Tal is the Co-Founder and currently the CEO of Ledge, a command center for payments built for finance teams operating at scale. Before starting Ledge, he held various leading roles at companies such as Melio, Pine Capital, Facebook, Boston Consulting Group, and Intel Corporation.


In this episode, we discuss:

  • Taming the payment chaos
  • Automating financial infrastructure with Ledge
  • Digitizing finance teams
  • Multi-bank treasury management solutions

Learn more about Tal:


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If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here.
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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 04 Apr 2023 10:00:00 +0000 Personiv Personiv 2055 Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an efficient way to match transactions and payments between different banks, payment providers, ERPs, and invoice solutions. So, he built one himself. Tal is the Co-Founder and currently the CEO of Ledge, a command center for payments built for finance teams operating at scale. Before starting Ledge, he held various leading roles at companies such as Melio, Pine Capital, Facebook, Boston Consulting Group, and Intel Corporation. In this episode, we discuss: -Taming the payment chaos -Automating financial infrastructure with Ledge -Digitizing finance teams -Multi-bank treasury management solutions Presented by Personiv https://insights.personiv.com/cfo-weekly Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an efficient way to match transactions and payments between different banks, payment providers, ERPs, and invoice solutions. So, he built one himself. Tal is the Co-Founder and currently the CEO of Ledge, a command center for payments built for finance teams operating at scale. Before starting Ledge, he held various leading roles at companies such as Melio, Pine Capital, Facebook, Boston Consulting Group, and Intel Corporation. In this episode, we discuss: -Taming the payment chaos -Automating financial infrastructure with Ledge -Digitizing finance teams -Multi-bank treasury management solutions Presented by Personiv https://insights.personiv.com/cfo-weekly No No How Modern Technology Solutions Uplevel the Finance and Investment Space with Fraser Armstrong-Watters https://podcasts.fame.so/e/1822pjj8-modern-technology-solutions-finance-investment-space-fraser-armstrong-watters How Modern Technology Solutions Uplevel the Finance and Investment Space with Fraser Armstrong-Watters 139 No No 2094m221 Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online investing, and more. It has transformed the finance and investment space, improving efficiency while challenging traditional business models. But more on the topic will be shared today by Fraser Armstrong-Watters. Fraser is the Chief Financial Officer of The Palisades Group, an alternative asset manager in the global residential credit markets that has managed more than twenty-one billion in loans and real estate. His role involves partnering with CEOs to determine their company's corporate and financial goals, objectives, and timelines. Fraser is also on the Advisory Board at The CFO Leadership Council and Texas McCombs School of Business and is a mentor at Techstars. In this episode, we discuss: -How can CFOs balance risk-taking with risk mitigation? -How has technology changed how the Palisades Group approaches to finance and investment management? -What opportunities has technology created for the finance and investment space? -What is the importance of digital assurance and transparency in the finance industry? Presented by Personiv https://insights.personiv.com/cfo-weekly Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online investing, and more. It has transformed the finance and investment space, improving efficiency while challenging traditional business models. But more on the topic will be shared today by Fraser Armstrong-Watters.

Fraser is the Chief Financial Officer of The Palisades Group, an alternative asset manager in the global residential credit markets that has managed more than twenty-one billion in loans and real estate. His role involves partnering with CEOs to determine their company's corporate and financial goals, objectives, and timelines. Fraser is also on the Advisory Board at The CFO Leadership Council and Texas McCombs School of Business and is a mentor at Techstars.

In this episode, we discuss:

  • How can CFOs balance risk-taking with risk mitigation?
  • How has technology changed how the Palisades Group approaches finance and investment management?
  • What opportunities has technology created for the finance and investment space?
  • What is the importance of digital assurance and transparency in the finance industry?

Learn more about Fraser:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 Mar 2023 10:00:00 +0000 Personiv Personiv 1388 Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online investing, and more. It has transformed the finance and investment space, improving efficiency while challenging traditional business models. But more on the topic will be shared today by Fraser Armstrong-Watters. Fraser is the Chief Financial Officer of The Palisades Group, an alternative asset manager in the global residential credit markets that has managed more than twenty-one billion in loans and real estate. His role involves partnering with CEOs to determine their company's corporate and financial goals, objectives, and timelines. Fraser is also on the Advisory Board at The CFO Leadership Council and Texas McCombs School of Business and is a mentor at Techstars. In this episode, we discuss: -How can CFOs balance risk-taking with risk mitigation? -How has technology changed how the Palisades Group approaches to finance and investment management? -What opportunities has technology created for the finance and investment space? -What is the importance of digital assurance and transparency in the finance industry? Presented by Personiv https://insights.personiv.com/cfo-weekly Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online investing, and more. It has transformed the finance and investment space, improving efficiency while challenging traditional business models. But more on the topic will be shared today by Fraser Armstrong-Watters. Fraser is the Chief Financial Officer of The Palisades Group, an alternative asset manager in the global residential credit markets that has managed more than twenty-one billion in loans and real estate. His role involves partnering with CEOs to determine their company's corporate and financial goals, objectives, and timelines. Fraser is also on the Advisory Board at The CFO Leadership Council and Texas McCombs School of Business and is a mentor at Techstars. In this episode, we discuss: -How can CFOs balance risk-taking with risk mitigation? -How has technology changed how the Palisades Group approaches to finance and investment management? -What opportunities has technology created for the finance and investment space? -What is the importance of digital assurance and transparency in the finance industry? Presented by Personiv https://insights.personiv.com/cfo-weekly No No A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson https://podcasts.fame.so/e/4890zy5n-smarter-way-manage-bookkeeping-switching-accounting-automation-jason-richelson A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson 138 No No v174ky80 Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices. Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading. In this episode, we discuss: -How does Bookkeep help businesses automate their accounting function? -Revolutionizing the accounting industry -The benefits of automation for small business owners -How does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states? -Overcoming accounting and sales tax compliance mistakes Presented by Personiv https://insights.personiv.com/cfo-weekly Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices.


Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading.


In this episode, we discuss:

  • How does Bookkeep help businesses automate their accounting function?
  • Revolutionizing the accounting industry
  • The benefits of automation for small business owners
  • How does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states?
  • Overcoming accounting and sales tax compliance mistakes

Learn more about Jason:

Episode resources:


If you enjoyed this episode, then please either:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 21 Mar 2023 10:00:00 +0000 Personiv Personiv 2143 Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices. Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading. In this episode, we discuss: -How does Bookkeep help businesses automate their accounting function? -Revolutionizing the accounting industry -The benefits of automation for small business owners -How does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states? -Overcoming accounting and sales tax compliance mistakes Presented by Personiv https://insights.personiv.com/cfo-weekly Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices. Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading. In this episode, we discuss: -How does Bookkeep help businesses automate their accounting function? -Revolutionizing the accounting industry -The benefits of automation for small business owners -How does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states? -Overcoming accounting and sales tax compliance mistakes Presented by Personiv https://insights.personiv.com/cfo-weekly No No Reducing Indirect Spending Through Effective Procurement Management with Matthew Smith https://podcasts.fame.so/e/vn561wj8-spending-through-effective-procurement-management-matthew-smith Reducing Indirect Spending Through Effective Procurement Management with Matthew Smith 137 No No 80qvwj31 Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procurement process, as it accounts for a significant share of your company's overall spending. Though it sounds simple, managing indirect spend and procurement processes is challenging. That is why we asked for help from Matthew Smith, Executive Vice President and CFO of Fine Tune. Matt has over twenty years of extensive executive experience outside of Fine Tune as CFO of Soteria Imaging Services, Executive Vice President and CFO at Cobalt Ventures & Blue, and Executive Vice President at indiGO Auto Group. During those years, Matt was instrumental in helping these companies grow from promising startups to successful businesses. In this episode, we discuss: -Why should CFOs care about the "good contract bad deal" phenomenon? -How do collaboration and communication between procurement, finance, and other departments play a role in achieving true expense management? -What role do software, data, and analytics play in decision-making and optimizing procurement processes? -What does the future of procurement look like? Presented by Personiv https://insights.personiv.com/cfo-weekly Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procurement process, as it accounts for a significant share of your company's overall spending. Though it sounds simple, managing indirect spend and procurement processes is challenging. That is why we asked for help from Matthew Smith, Executive Vice President and CFO of Fine Tune.

Matt has over twenty years of extensive executive experience outside of Fine Tune as CFO of Soteria Imaging Services, Executive Vice President and CFO at Cobalt Ventures & Blue, and Executive Vice President at indiGO Auto Group. During those years, Matt was instrumental in helping these companies grow from promising startups to successful businesses.

In this episode, we discuss:

  • Why should CFOs care about the "good contract bad deal" phenomenon?
  • How do collaboration and communication between procurement, finance, and other departments play a role in achieving true expense management?
  • What role do software, data, and analytics play in decision-making and optimizing procurement processes?
  • What does the future of procurement look like?

Learn more about Matthew:

Episode resources:

If you enjoyed this episode, then please either:

Instructions on how to follow, rate, and review CFO-Weekly are here.
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

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]]> Tue, 14 Mar 2023 10:00:00 +0000 Personiv Personiv 1594 Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procurement process, as it accounts for a significant share of your company's overall spending. Though it sounds simple, managing indirect spend and procurement processes is challenging. That is why we asked for help from Matthew Smith, Executive Vice President and CFO of Fine Tune. Matt has over twenty years of extensive executive experience outside of Fine Tune as CFO of Soteria Imaging Services, Executive Vice President and CFO at Cobalt Ventures & Blue, and Executive Vice President at indiGO Auto Group. During those years, Matt was instrumental in helping these companies grow from promising startups to successful businesses. In this episode, we discuss: -Why should CFOs care about the "good contract bad deal" phenomenon? -How do collaboration and communication between procurement, finance, and other departments play a role in achieving true expense management? -What role do software, data, and analytics play in decision-making and optimizing procurement processes? -What does the future of procurement look like? Presented by Personiv https://insights.personiv.com/cfo-weekly Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procurement process, as it accounts for a significant share of your company's overall spending. Though it sounds simple, managing indirect spend and procurement processes is challenging. That is why we asked for help from Matthew Smith, Executive Vice President and CFO of Fine Tune. Matt has over twenty years of extensive executive experience outside of Fine Tune as CFO of Soteria Imaging Services, Executive Vice President and CFO at Cobalt Ventures & Blue, and Executive Vice President at indiGO Auto Group. During those years, Matt was instrumental in helping these companies grow from promising startups to successful businesses. In this episode, we discuss: -Why should CFOs care about the "good contract bad deal" phenomenon? -How do collaboration and communication between procurement, finance, and other departments play a role in achieving true expense management? -What role do software, data, and analytics play in decision-making and optimizing procurement processes? -What does the future of procurement look like? Presented by Personiv https://insights.personiv.com/cfo-weekly No No Enhancing Business Efficiency and Competitiveness in the Constant-Changing Finance World with Anupam Satyasheel https://podcasts.fame.so/e/0njzv56n-enhancing-business-efficiency-constant-changing-finance-world-anupam-satyasheel Enhancing Business Efficiency and Competitiveness in the Constant-Changing Finance World with Anupam Satyasheel 136 No No 40pky951 "The only constant thing is change" is a familiar adage, and the pandemic has exemplified this statement. Businesses worldwide have faced devastating impacts due to the pandemic, leading many companies to make significant operational changes to survive. However, even now, many businesses continue to struggle to remain afloat. As we transition into a post-COVID world, you should explore ways to enhance efficiency and maintain competitiveness. To help us in this pursuit, we discussed with Anupam Satyasheel, the Founder and CEO of Occams Advisory. Anupam has twenty years of international experience in entrepreneurship, financial and risk management, M&As, due diligence, operational efficiency, and creating and implementing strategic structures and roadmaps. Besides Occams Advisory, he is also the Co-Founder of Child Literacy, EquiPay, and eCheck.Money and the Head Of Operations at Vitruvia Consulting Corporation. In this episode, we discuss: -Redefining advisory services for SMBs -Why do most clients of Occams Advisory are under the billion dollars mark? -What is the difference between owner-operated versus professional management companies? -Staying on top of the industry trends and developments -How will the finance world change ten to fifteen years from now? Presented by Personiv https://insights.personiv.com/cfo-weekly "The only constant thing is change" is a familiar adage, and the pandemic has exemplified this statement. Businesses worldwide have faced devastating impacts due to the pandemic, leading many companies to make significant operational changes to survive. However, even now, many businesses continue to struggle to remain afloat. As we transition into a post-COVID world, you should explore ways to enhance efficiency and maintain competitiveness. To help us in this pursuit, we discussed with Anupam Satyasheel, the Founder and CEO of Occams Advisory.

Anupam has twenty years of international experience in entrepreneurship, financial and risk management, M&As, due diligence, operational efficiency, and creating and implementing strategic structures and roadmaps. Besides Occams Advisory, he is also the Co-Founder of Child Literacy, EquiPay, and eCheck.Money and the Head Of Operations at Vitruvia Consulting Corporation.


In this episode, we discuss:

  • Redefining advisory services for SMBs
  • \Why do most clients of Occams Advisory under the billion dollars mark?
  • What is the difference between owner-operated versus professional management companies?
  • Staying on top of industry trends and developments
  • How will the finance world change ten to fifteen years from now?


Learn more about Anupam:


Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 07 Mar 2023 10:00:00 +0000 Personiv Personiv 3043 "The only constant thing is change" is a familiar adage, and the pandemic has exemplified this statement. Businesses worldwide have faced devastating impacts due to the pandemic, leading many companies to make significant operational changes to survive. However, even now, many businesses continue to struggle to remain afloat. As we transition into a post-COVID world, you should explore ways to enhance efficiency and maintain competitiveness. To help us in this pursuit, we discussed with Anupam Satyasheel, the Founder and CEO of Occams Advisory. Anupam has twenty years of international experience in entrepreneurship, financial and risk management, M&As, due diligence, operational efficiency, and creating and implementing strategic structures and roadmaps. Besides Occams Advisory, he is also the Co-Founder of Child Literacy, EquiPay, and eCheck.Money and the Head Of Operations at Vitruvia Consulting Corporation. In this episode, we discuss: -Redefining advisory services for SMBs -Why do most clients of Occams Advisory are under the billion dollars mark? -What is the difference between owner-operated versus professional management companies? -Staying on top of the industry trends and developments -How will the finance world change ten to fifteen years from now? Presented by Personiv https://insights.personiv.com/cfo-weekly "The only constant thing is change" is a familiar adage, and the pandemic has exemplified this statement. Businesses worldwide have faced devastating impacts due to the pandemic, leading many companies to make significant operational changes to survive. However, even now, many businesses continue to struggle to remain afloat. As we transition into a post-COVID world, you should explore ways to enhance efficiency and maintain competitiveness. To help us in this pursuit, we discussed with Anupam Satyasheel, the Founder and CEO of Occams Advisory. Anupam has twenty years of international experience in entrepreneurship, financial and risk management, M&As, due diligence, operational efficiency, and creating and implementing strategic structures and roadmaps. Besides Occams Advisory, he is also the Co-Founder of Child Literacy, EquiPay, and eCheck.Money and the Head Of Operations at Vitruvia Consulting Corporation. In this episode, we discuss: -Redefining advisory services for SMBs -Why do most clients of Occams Advisory are under the billion dollars mark? -What is the difference between owner-operated versus professional management companies? -Staying on top of the industry trends and developments -How will the finance world change ten to fifteen years from now? Presented by Personiv https://insights.personiv.com/cfo-weekly No No Financial Decision-Making Frameworks for High-Growth Businesses with Emil Vasilev https://podcasts.fame.so/e/r87qrv08-financial-decision-frameworks-high-growth-businesses-emil-vasilev Financial Decision-Making Frameworks for High-Growth Businesses with Emil Vasilev 135 No No k08x8nz0 Finance leaders often face a unique set of challenges when it comes to managing risk and making informed financial decisions in high-growth businesses. With the potential for rapid expansion, they must be able to identify the winning strategies to maximize their chances of success. To learn the art of effective risk management and informed financial decisions, we invited Emil Vasilev. Emil is the VP of Finance at Hero, a digital in-home healthcare company that helps members manage their daily medication needs. Prior to that, he held several financial roles at companies such as Total Brain, Ride.com, Corsair, and Barclays Capital. Emil also sits on the board of SKY Schools USA and is a meditation instructor for The Art of Living. In this episode, we discuss: -How can finance professionals effectively manage risks and make informed decisions? -Balancing the necessary risk in a startup environment with the controls finance needs to succeed -What is the role of self-reflection and continuous improvement in achieving peak finance performance? -How can you adapt and evolve strategies as your company grows to stay relevant? -Fostering a culture of transparency, accountability, and collaboration within your team -Ensuring the company has the right resources and personnel to effectively manage finance Presented by Personiv https://insights.personiv.com/cfo-weekly
Finance leaders often face a unique set of challenges when it comes to managing risk and making informed financial decisions in high-growth businesses. With the potential for rapid expansion, they must be able to identify the winning strategies to maximize their chances of success. To learn the art of effective risk management and informed financial decisions, we invited Emil Vasilev.


Emil is the VP of Finance at Hero, a digital in-home healthcare company that helps members manage their daily medication needs. Prior to that, he held several financial roles at companies such as Total Brain, Ride.com, Corsair, and Barclays Capital. Emil also sits on the board of SKY Schools USA and is a meditation instructor for The Art of Living.


In this episode, we discuss:

  • How can finance professionals effectively manage risks and make informed decisions?
  • Balancing the necessary risk in a startup environment with the controls finance needs to succeed
  • What is the role of self-reflection and continuous improvement in achieving peak finance performance?
  • How can you adapt and evolve strategies as your company grows to stay relevant?
  • Fostering a culture of transparency, accountability, and collaboration within your team
  • Ensuring the company has the right resources and personnel to effectively manage finance


Learn more about Emil:


Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 28 Feb 2023 10:00:00 +0000 Personiv Personiv 2488 Finance leaders often face a unique set of challenges when it comes to managing risk and making informed financial decisions in high-growth businesses. With the potential for rapid expansion, they must be able to identify the winning strategies to maximize their chances of success. To learn the art of effective risk management and informed financial decisions, we invited Emil Vasilev. Emil is the VP of Finance at Hero, a digital in-home healthcare company that helps members manage their daily medication needs. Prior to that, he held several financial roles at companies such as Total Brain, Ride.com, Corsair, and Barclays Capital. Emil also sits on the board of SKY Schools USA and is a meditation instructor for The Art of Living. In this episode, we discuss: -How can finance professionals effectively manage risks and make informed decisions? -Balancing the necessary risk in a startup environment with the controls finance needs to succeed -What is the role of self-reflection and continuous improvement in achieving peak finance performance? -How can you adapt and evolve strategies as your company grows to stay relevant? -Fostering a culture of transparency, accountability, and collaboration within your team -Ensuring the company has the right resources and personnel to effectively manage finance Presented by Personiv https://insights.personiv.com/cfo-weekly Finance leaders often face a unique set of challenges when it comes to managing risk and making informed financial decisions in high-growth businesses. With the potential for rapid expansion, they must be able to identify the winning strategies to maximize their chances of success. To learn the art of effective risk management and informed financial decisions, we invited Emil Vasilev. Emil is the VP of Finance at Hero, a digital in-home healthcare company that helps members manage their daily medication needs. Prior to that, he held several financial roles at companies such as Total Brain, Ride.com, Corsair, and Barclays Capital. Emil also sits on the board of SKY Schools USA and is a meditation instructor for The Art of Living. In this episode, we discuss: -How can finance professionals effectively manage risks and make informed decisions? -Balancing the necessary risk in a startup environment with the controls finance needs to succeed -What is the role of self-reflection and continuous improvement in achieving peak finance performance? -How can you adapt and evolve strategies as your company grows to stay relevant? -Fostering a culture of transparency, accountability, and collaboration within your team -Ensuring the company has the right resources and personnel to effectively manage finance Presented by Personiv https://insights.personiv.com/cfo-weekly Emil Vasilev, Frameworks for High-Growth Businesses, Hero, CFO Weekly, Personiv, Megan Weis No No Top Skills and Strategies for Standing Out in Finance with Stephen Newland https://podcasts.fame.so/e/pnlz9mvn-top-skills-strategies-standing-out-finance-stephen-newland Top Skills and Strategies for Standing Out in Finance with Stephen Newland 134 No No x0l2v7z0 Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: -How does GrowthLab help businesses optimize their finances for growth? -The importance of learning from mistakes -What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? -How can finance professionals develop soft skills early on? -How can you build relationships and win over the trust of leadership? -Creating a plan for personal growth Presented by Personiv https://insights.personiv.com/cfo-weekly Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered.

Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE.

In this episode, we discuss:

  • How does GrowthLab help businesses optimize their finances for growth?
  • The importance of learning from mistakes
  • What skills are essential in helping finance professionals stand out and advance more quickly within their organizations?
  • How can finance professionals develop soft skills early on?
  • How can you build relationships and win over the trust of leadership?
  • Creating a plan for personal growth

Learn more about Stephen:


Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 21 Feb 2023 10:00:00 +0000 Personiv Personiv 2078 Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: -How does GrowthLab help businesses optimize their finances for growth? -The importance of learning from mistakes -What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? -How can finance professionals develop soft skills early on? -How can you build relationships and win over the trust of leadership? -Creating a plan for personal growth Presented by Personiv https://insights.personiv.com/cfo-weekly Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: -How does GrowthLab help businesses optimize their finances for growth? -The importance of learning from mistakes -What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? -How can finance professionals develop soft skills early on? -How can you build relationships and win over the trust of leadership? -Creating a plan for personal growth Presented by Personiv https://insights.personiv.com/cfo-weekly Stephen Newland, Top Skills and Strategies for Standing Out in Finance, GrowthLab Finance-as-a-Service, Megan Weis, CFO Weekly, Personiv No No Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman https://podcasts.fame.so/e/0njzw1kn-transforming-four-fpa-key-business-success-carl-seidman Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman 133 No No 40pkl2z1 In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: -What does transforming FP&A look like? -What are the four key pillars of FP&A? -What's the difference between the FP&A function in small versus large organizations? -Why is there a need for FP&A professionals to be entrenched in other business functions' operations? -How does technology make finance a seamless part of a company's operations? -How can finance leaders promote financial responsibility and accountability cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.

Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.

In this episode, we discuss:

  • What does transforming FP&A look like?
  • What are the four key pillars of FP&A?
  • What's the difference between the FP&A function in small versus large organizations?
  • Why is there a need for FP&A professionals to be entrenched in other business functions' operations?
  • How does technology make finance a seamless part of a company's operations?
  • How can finance leaders promote financial responsibility and accountability cultures?

Learn more about Carl:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Feb 2023 10:00:00 +0000 Personiv Personiv 2851 In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: -What does transforming FP&A look like? -What are the four key pillars of FP&A? -What's the difference between the FP&A function in small versus large organizations? -Why is there a need for FP&A professionals to be entrenched in other business functions' operations? -How does technology make finance a seamless part of a company's operations? -How can finance leaders promote financial responsibility and accountability cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success. Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep. In this episode, we discuss: -What does transforming FP&A look like? -What are the four key pillars of FP&A? -What's the difference between the FP&A function in small versus large organizations? -Why is there a need for FP&A professionals to be entrenched in other business functions' operations? -How does technology make finance a seamless part of a company's operations? -How can finance leaders promote financial responsibility and accountability cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly Carl Seidman, Seidman Financial, Transforming the Four FP&A Key Pillars for Business Success, Megan Weis, CFO Weekly, Personiv No No How CFOs Can Master Change and Build the Future with Heidi Crane https://podcasts.fame.so/e/286jz928-how-cfos-master-change-build-future-heidi-crane How CFOs Can Master Change and Build the Future with Heidi Crane 132 No No j1248nk1 If you've been following CFO Weekly for some time, you've probably noticed that some of the most popular words we encounter during our conversations are: change, adaptability, and agility. That's the new reality of finance, and the most successful finance professionals are the ones who can adapt to an ever-changing business world. And to help you thrive in this new reality, we speak to the best finance leaders, like Heidi Crane. Heidi has extensive experience in financial planning, strategy, and fundraising; she has over fifteen years of experience in various consumer product companies in beauty, fashion, travel, and fitness. Currently, she serves as the CFO at FightCamp, a fast-growing connected fitness company delivering at-home boxing fitness. Before FightCamp, Heidi held several financial roles at companies like BH Cosmetics, Surf Air, TechStyle Fashion Group, Leiner Health Products, 99 Cents Only Stores, Netsmart, and Diageo. In this episode, we discuss: -What is FightCamp? -Investing for immediate return and cash flow management -Similarities and differences in the role of a finance leader across various industries -How can modern CFOs thrive in an ever-changing marketplace? -Working in entrepreneurial startups versus large corporations -How can CFOs create successful company cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly
If you've been following CFO Weekly for some time, you've probably noticed that some of the most popular words we encounter during our conversations are: change, adaptability, and agility. That's the new reality of finance, and the most successful finance professionals are the ones who can adapt to an ever-changing business world. And to help you thrive in this new reality, we speak to the best finance leaders, like Heidi Crane.


Heidi has extensive experience in financial planning, strategy, and fundraising; she has over fifteen years of experience in various consumer product companies in beauty, fashion, travel, and fitness. Currently, she serves as the CFO at FightCamp, a fast-growing connected fitness company delivering at-home boxing fitness. Before FightCamp, Heidi held several financial roles at companies like BH Cosmetics, Surf Air, TechStyle Fashion Group, Leiner Health Products, 99 Cents Only Stores, Netsmart, and Diageo.


In this episode, we discuss:

  • What is FightCamp?
  • Investing for immediate return and cash flow management
  • Similarities and differences in the role of a finance leader across various industries
  • How can modern CFOs thrive in an ever-changing marketplace?
  • Working in entrepreneurial startups versus large corporations
  • How can CFOs create successful company cultures?


Learn more about Heidi:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 07 Feb 2023 10:00:00 +0000 Personiv Personiv 2396 If you've been following CFO Weekly for some time, you've probably noticed that some of the most popular words we encounter during our conversations are: change, adaptability, and agility. That's the new reality of finance, and the most successful finance professionals are the ones who can adapt to an ever-changing business world. And to help you thrive in this new reality, we speak to the best finance leaders, like Heidi Crane. Heidi has extensive experience in financial planning, strategy, and fundraising; she has over fifteen years of experience in various consumer product companies in beauty, fashion, travel, and fitness. Currently, she serves as the CFO at FightCamp, a fast-growing connected fitness company delivering at-home boxing fitness. Before FightCamp, Heidi held several financial roles at companies like BH Cosmetics, Surf Air, TechStyle Fashion Group, Leiner Health Products, 99 Cents Only Stores, Netsmart, and Diageo. In this episode, we discuss: -What is FightCamp? -Investing for immediate return and cash flow management -Similarities and differences in the role of a finance leader across various industries -How can modern CFOs thrive in an ever-changing marketplace? -Working in entrepreneurial startups versus large corporations -How can CFOs create successful company cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly If you've been following CFO Weekly for some time, you've probably noticed that some of the most popular words we encounter during our conversations are: change, adaptability, and agility. That's the new reality of finance, and the most successful finance professionals are the ones who can adapt to an ever-changing business world. And to help you thrive in this new reality, we speak to the best finance leaders, like Heidi Crane. Heidi has extensive experience in financial planning, strategy, and fundraising; she has over fifteen years of experience in various consumer product companies in beauty, fashion, travel, and fitness. Currently, she serves as the CFO at FightCamp, a fast-growing connected fitness company delivering at-home boxing fitness. Before FightCamp, Heidi held several financial roles at companies like BH Cosmetics, Surf Air, TechStyle Fashion Group, Leiner Health Products, 99 Cents Only Stores, Netsmart, and Diageo. In this episode, we discuss: -What is FightCamp? -Investing for immediate return and cash flow management -Similarities and differences in the role of a finance leader across various industries -How can modern CFOs thrive in an ever-changing marketplace? -Working in entrepreneurial startups versus large corporations -How can CFOs create successful company cultures? Presented by Personiv https://insights.personiv.com/cfo-weekly How CFOs Can Master Change and Build the Future, Heidi Crane, FightCamp, Personiv, Megan Weis No No From NBA to Tech-Enabled Mental Health Services with Zac Makin https://podcasts.fame.so/e/pnmlr4j8-nba-tech-enabled-mental-health-services-zac-makin From NBA to Tech-Enabled Mental Health Services with Zac Makin 131 No No 71vjym71 Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin. Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink. In this episode, we discuss: -The CFO versus VP of FP&A role -Tech-enabled services for mental health -Navigating turbulent times as a finance professional -The role of a modern CFO -How does the CFO role contribute to a company's culture and values? -How can CFOs ensure that they contribute to defining a company's strategy? Presented by Personiv https://insights.personiv.com/cfo-weekly Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin.

Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink.

In this episode, we discuss:

  • The CFO versus VP of FP&A role
  • Tech-enabled services for mental health
  • Navigating turbulent times as a finance professional
  • The role of a modern CFO
  • How does the CFO role contribute to a company's culture and values?
  • How can CFOs ensure that they contribute to defining a company's strategy?

Learn more about Zac:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 31 Jan 2023 10:00:00 +0000 Personiv Personiv 2432 Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin. Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink. In this episode, we discuss: -The CFO versus VP of FP&A role -Tech-enabled services for mental health -Navigating turbulent times as a finance professional -The role of a modern CFO -How does the CFO role contribute to a company's culture and values? -How can CFOs ensure that they contribute to defining a company's strategy? Presented by Personiv https://insights.personiv.com/cfo-weekly Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin. Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink. In this episode, we discuss: -The CFO versus VP of FP&A role -Tech-enabled services for mental health -Navigating turbulent times as a finance professional -The role of a modern CFO -How does the CFO role contribute to a company's culture and values? -How can CFOs ensure that they contribute to defining a company's strategy? Presented by Personiv https://insights.personiv.com/cfo-weekly Zac Makin, Tech-Enabled Mental Health Services, eLuma, Megan Weis, Personiv, CFO Weekly No No How Technology Influences the Modern CFO with Dan Fletcher https://podcasts.fame.so/e/286jp598-how-technology-influences-modern-cfo-dan-fletcher How Technology Influences the Modern CFO with Dan Fletcher 130 No No j1245pn1 The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are. Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant. In this episode, we discuss: -Relationship building and perseverance for career pivots -The FP&A platform for continuous planning -The role of technology for CFOs -What makes a great CFO? -What makes a good independent director? Presented by Personiv https://insights.personiv.com/cfo-weekly The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are.

Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant.

In this episode, we discuss:

  • Relationship building and perseverance for career pivots
  • The FP&A platform for continuous planning
  • The role of technology for CFOs
  • What makes a great CFO?
  • What makes a good independent director?

Learn more about Dan:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 24 Jan 2023 10:08:00 +0000 Personiv Personiv 2442 The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are. Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant. In this episode, we discuss: -Relationship building and perseverance for career pivots -The FP&A platform for continuous planning -The role of technology for CFOs -What makes a great CFO? -What makes a good independent director? Presented by Personiv https://insights.personiv.com/cfo-weekly The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are. Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant. In this episode, we discuss: -Relationship building and perseverance for career pivots -The FP&A platform for continuous planning -The role of technology for CFOs -What makes a great CFO? -What makes a good independent director? Presented by Personiv https://insights.personiv.com/cfo-weekly Dan Fletcher, Planful, How Technology Influences the Modern CFO, Megan Weis, CFO Weekly, Personiv No No The Role of a CFO in a Construction Company with Samantha Cook https://podcasts.fame.so/e/vnwjzmw8-role-cfo-in-a-construction-company-samantha-cook The Role of a CFO in a Construction Company with Samantha Cook 129 No No 81xvy4k1 There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry. Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC. In this episode, we discuss: -Construction and finance -What should first-time CFOs focus on when taking the role? -CFO versus Senior Director of Finance -Supporting SMBs -The CFO role in the construction industry Presented by Personiv https://insights.personiv.com/cfo-weekly There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry.

Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC.

In this episode, we discuss:

  • Construction and finance
  • What should first-time CFOs focus on when taking the role?
  • CFO versus Senior Director of Finance
  • Supporting SMBs
  • The CFO role in the construction industry

Learn more about Samantha:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 17 Jan 2023 10:00:00 +0000 Personiv Personiv 2545 There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry. Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC. In this episode, we discuss: -Construction and finance -What should first-time CFOs focus on when taking the role? -CFO versus Senior Director of Finance -Supporting SMBs -The CFO role in the construction industry Presented by Personiv https://insights.personiv.com/cfo-weekly There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry. Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC. In this episode, we discuss: -Construction and finance -What should first-time CFOs focus on when taking the role? -CFO versus Senior Director of Finance -Supporting SMBs -The CFO role in the construction industry Presented by Personiv https://insights.personiv.com/cfo-weekly No No Preparing the Next Generation of Finance Leaders with Wassia Kamon https://podcasts.fame.so/e/m8471kjn-preparing-next-generation-finance-leaders-wassia-kamon Preparing the Next Generation of Finance Leaders with Wassia Kamon 128 No No x16jqwz1 Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey. Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor. In this episode, we discuss: -How can you leverage soft skills for career success? -Leadership skills finance executives should master -How do you ensure that you're hiring the right people? -Mentoring entrepreneurs -Building relationships to advance your career Presented by Personiv https://insights.personiv.com/cfo-weekly Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building, and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey.

Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor.

In this episode, we discuss:

  • How can you leverage soft skills for career success?
  • Leadership skills finance executives should master
  • How do you ensure that you're hiring the right people?
  • Mentoring entrepreneurs
  • Building relationships to advance your career

Learn more about Wassia:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 10 Jan 2023 10:00:00 +0000 Personiv Personiv 1737 Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey. Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor. In this episode, we discuss: -How can you leverage soft skills for career success? -Leadership skills finance executives should master -How do you ensure that you're hiring the right people? -Mentoring entrepreneurs -Building relationships to advance your career Presented by Personiv https://insights.personiv.com/cfo-weekly Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey. Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor. In this episode, we discuss: -How can you leverage soft skills for career success? -Leadership skills finance executives should master -How do you ensure that you're hiring the right people? -Mentoring entrepreneurs -Building relationships to advance your career Presented by Personiv https://insights.personiv.com/cfo-weekly Wassia Kamon, Preparing the Next Generation, ACM Chemistries, Personiv, Megan Weis, CFO Weekly No No Training FP&A Skills to Finance Teams and Business Leaders with Christian Wattig https://podcasts.fame.so/e/xnv6kjwn-fpa-skills-finance-teams-business-leaders-christian-wattig Training FP&A Skills to Finance Teams and Business Leaders with Christian Wattig 127 No No 71yzy2v0 Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig. Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble. In this episode, we discuss: -What is FP&A Bootcamp? -How to enhance and automate FP&A processes -FP&A essential skills -What makes a great CFO? -How can CFOs ensure they have a seat at the table when big strategic decisions are made? -Building trust with cross-functional teams Presented by Personiv https://insights.personiv.com/cfo-weekly Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig.

Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble.

In this episode, we discuss:

  • What is FP&A Bootcamp?
  • How to enhance and automate FP&A processes
  • FP&A essential skills
  • What makes a great CFO?
  • How can CFOs ensure they have a seat at the table when big strategy decisions are made?
  • Building trust with cross-functional teams

Learn more about Christian:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 03 Jan 2023 10:00:00 +0000 Personiv Personiv 2160 Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig. Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble. In this episode, we discuss: -What is FP&A Bootcamp? -How to enhance and automate FP&A processes -FP&A essential skills -What makes a great CFO? -How can CFOs ensure they have a seat at the table when big strategic decisions are made? -Building trust with cross-functional teams Presented by Personiv https://insights.personiv.com/cfo-weekly Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig. Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble. In this episode, we discuss: -What is FP&A Bootcamp? -How to enhance and automate FP&A processes -FP&A essential skills -What makes a great CFO? -How can CFOs ensure they have a seat at the table when big strategic decisions are made? -Building trust with cross-functional teams Presented by Personiv https://insights.personiv.com/cfo-weekly Christian Wattig, Datarails, Training FP&A Skills to Finance Teams and Business Leaders, Personiv, Megan Weis, CFO Weekly No No What Makes a Great CFO with Chris Ortega https://podcasts.fame.so/e/286vr678-what-makes-a-great-cfo-chris-ortega What Makes a Great CFO with Chris Ortega 126 No No j123v9m0 As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader. Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young. In this episode, we discuss: -A fresh perspective on FP&A -Understanding financial transformation -The six key pillars of financial transformation -How can finance play a part in the decision-making process? -The benefits of getting a fractional CFO on board -What makes a great financial leader? -Tactical mistakes CFOs should be aware of Presented by Personiv https://insights.personiv.com/cfo-weekly As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader.

Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young.

In this episode, we discuss:

  • A fresh perspective on FP&A
  • Understanding financial transformation
  • The six key pillars of financial transformation
  • How can finance play a part in the decision-making process?
  • The benefits of getting a fractional CFO on board
  • What makes a great financial leader?
  • Tactical mistakes CFOs should be aware of

Learn more about Chris:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 27 Dec 2022 10:00:00 +0000 Personiv Personiv 2217 As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader. Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young. In this episode, we discuss: -A fresh perspective on FP&A -Understanding financial transformation -The six key pillars of financial transformation -How can finance play a part in the decision-making process? -The benefits of getting a fractional CFO on board -What makes a great financial leader? -Tactical mistakes CFOs should be aware of Presented by Personiv https://insights.personiv.com/cfo-weekly As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader. Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young. In this episode, we discuss: -A fresh perspective on FP&A -Understanding financial transformation -The six key pillars of financial transformation -How can finance play a part in the decision-making process? -The benefits of getting a fractional CFO on board -What makes a great financial leader? -Tactical mistakes CFOs should be aware of Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Benefits of a Fractional CFO for Women-Owned Businesses with Kathy Svetina https://podcasts.fame.so/e/m84qxw2n-benefits-fractional-cfo-women-owned-businesses-kathy-svetina The Benefits of a Fractional CFO for Women-Owned Businesses with Kathy Svetina 125 No No x162lv51 Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions. Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon. In this episode, we discuss: -Finances for women-owned businesses -The benefits of a fractional CFO for businesses -Fractional versus full-time CFOs -Advice for small business owners looking for a fractional CFO -Women-owned business challenges -Insights into finance leadership in global corporations versus early-stage high-growth companies Presented by Personiv https://insights.personiv.com/cfo-weekly Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions.

Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon.

In this episode, we discuss:

  • Finances for women-owned businesses
  • The benefits of a fractional CFO for businesses
  • Fractional versus full-time CFOs
  • Advice for small business owners looking for a fractional CFO
  • Women-owned business challenges
  • Insights into finance leadership in global corporations versus early-stage high-growth companies

Learn more about Kathy:


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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 20 Dec 2022 10:00:00 +0000 Personiv Personiv 1726 Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions. Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon. In this episode, we discuss: -Finances for women-owned businesses -The benefits of a fractional CFO for businesses -Fractional versus full-time CFOs -Advice for small business owners looking for a fractional CFO -Women-owned business challenges -Insights into finance leadership in global corporations versus early-stage high-growth companies Presented by Personiv https://insights.personiv.com/cfo-weekly Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions. Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon. In this episode, we discuss: -Finances for women-owned businesses -The benefits of a fractional CFO for businesses -Fractional versus full-time CFOs -Advice for small business owners looking for a fractional CFO -Women-owned business challenges -Insights into finance leadership in global corporations versus early-stage high-growth companies Presented by Personiv https://insights.personiv.com/cfo-weekly Kathy Svetina, Fractional CFO for Women-Owned Businesses , NewCastle Finances, CFO Weekly, Personiv, Megan Weis No No Exploring the CFO Trifecta: Finance, Strategy, and Leadership with Kapil Mehta https://podcasts.fame.so/e/1np3wqw8-exploring-cfo-trifecta-finance-strategy-leadership-kapil-mehta Exploring the CFO Trifecta: Finance, Strategy, and Leadership with Kapil Mehta 124 No No z0rx2820 The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team. Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies. In this episode, we discuss: -How to combine and manage finance, strategy, and leadership roles -How has the CFO role evolved over time? -Transitioning from finance to operations and strategy roles -Financial leadership in various industries -The importance of prioritizing cybersecurity -Managing a large team to develop a culture for success -Cash flow and accounting for business growth opportunities Presented by Personiv https://insights.personiv.com/cfo-weekly The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team.

Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies.

In this episode, we discuss:

  • How to combine and manage finance, strategy, and leadership roles
  • How has the CFO role evolved over time?
  • Transitioning from finance to operations and strategy roles
  • Financial leadership in various industries
  • The importance of prioritizing cybersecurity
  • Managing a large team to develop a culture for success
  • Cash flow and accounting for business growth opportunities

Learn more about Kapil:


Episode resources:

If you enjoyed this episode, then please either:


Instructions on how to follow, rate, and review CFO-Weekly are here
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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 13 Dec 2022 10:00:00 +0000 Personiv Personiv 2578 The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team. Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies. In this episode, we discuss: -How to combine and manage finance, strategy, and leadership roles -How has the CFO role evolved over time? -Transitioning from finance to operations and strategy roles -Financial leadership in various industries -The importance of prioritizing cybersecurity -Managing a large team to develop a culture for success -Cash flow and accounting for business growth opportunities Presented by Personiv https://insights.personiv.com/cfo-weekly The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team. Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies. In this episode, we discuss: -How to combine and manage finance, strategy, and leadership roles -How has the CFO role evolved over time? -Transitioning from finance to operations and strategy roles -Financial leadership in various industries -The importance of prioritizing cybersecurity -Managing a large team to develop a culture for success -Cash flow and accounting for business growth opportunities Presented by Personiv https://insights.personiv.com/cfo-weekly Exploring the CFO Trifecta, Kapil Mehta, Allied Digital Services, CFO Weekly, Personiv, Megan Weis No No The Evolving Role of CFOs and Negotiating Market Volatility with Misha Mikhaylov https://podcasts.fame.so/e/q804lyr8-evolving-role-cfos-negotiating-market-volatility-misha-mikhaylov The Evolving Role of CFOs and Negotiating Market Volatility with Misha Mikhaylov 123 No No p0km27q0 The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining traction in the startup space, where CFOs, especially those with cross-functional exposure, are at the CEOs right-hand. They are skilled at funding the company vision while driving fiscal prudence in a landscape of business volatility. Misha is the CFO and Board Director at Strive, a SaaS startup in the sports and fitness space. He has been instrumental in building and guiding the team at Strive. Misha followed his passion for health and fitness when he moved to Strive from his role as COO at Union Square Park Capital Management. He is a qualified CFA with a bachelor's degree in Finance and Investment from Baruch College. In this episode, we discuss the following: -Follow your passion - pivoting from a large investment fund to a SaaS startup -Funding strategies for startups -CFO role evolution - CFO and COO can be two faces of the same coin -Building high-performing teams -Challenges for 2023 Presented by Personiv https://insights.personiv.com/cfo-weekly The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining traction in the startup space, where CFOs, especially those with cross-functional exposure, are at the CEOs right-hand. They are skilled at funding the company vision while driving fiscal prudence in a landscape of business volatility. 

Misha is the CFO and Board Director at Strive, a SaaS startup in the sports and fitness space. He has been instrumental in building and guiding the team at Strive. Misha followed his passion for health and fitness when he moved to Strive from his role as COO at Union Square Park Capital Management. He is a qualified CFA with a bachelor's degree in Finance and Investment from Baruch College. 

In this episode, we discuss the following:
  • -Follow your passion - pivoting from a large investment fund to a SaaS startup
  • -Funding strategies for startups
  • -CFO role evolution - CFO and COO can be two faces of the same coin
  • -Building high-performing teams 
  • -Challenges for 2023

Learn More about Misha:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 06 Dec 2022 10:00:00 +0000 Personiv Personiv 1652 The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining traction in the startup space, where CFOs, especially those with cross-functional exposure, are at the CEOs right-hand. They are skilled at funding the company vision while driving fiscal prudence in a landscape of business volatility. Misha is the CFO and Board Director at Strive, a SaaS startup in the sports and fitness space. He has been instrumental in building and guiding the team at Strive. Misha followed his passion for health and fitness when he moved to Strive from his role as COO at Union Square Park Capital Management. He is a qualified CFA with a bachelor's degree in Finance and Investment from Baruch College. In this episode, we discuss the following: -Follow your passion - pivoting from a large investment fund to a SaaS startup -Funding strategies for startups -CFO role evolution - CFO and COO can be two faces of the same coin -Building high-performing teams -Challenges for 2023 Presented by Personiv https://insights.personiv.com/cfo-weekly The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining traction in the startup space, where CFOs, especially those with cross-functional exposure, are at the CEOs right-hand. They are skilled at funding the company vision while driving fiscal prudence in a landscape of business volatility. Misha is the CFO and Board Director at Strive, a SaaS startup in the sports and fitness space. He has been instrumental in building and guiding the team at Strive. Misha followed his passion for health and fitness when he moved to Strive from his role as COO at Union Square Park Capital Management. He is a qualified CFA with a bachelor's degree in Finance and Investment from Baruch College. In this episode, we discuss the following: -Follow your passion - pivoting from a large investment fund to a SaaS startup -Funding strategies for startups -CFO role evolution - CFO and COO can be two faces of the same coin -Building high-performing teams -Challenges for 2023 Presented by Personiv https://insights.personiv.com/cfo-weekly No No How On-Demand Payroll Can Upgrade Your Business with Brian Radin https://podcasts.fame.so/e/p8l1v11n-on-demand-payroll-can-upgrade-business-brian-radin How On-Demand Payroll Can Upgrade Your Business with Brian Radin 122 No No x1lmzmm0 As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that can't adapt lose both money and their best people,and without good people, businesses fail. Brian Radin proposes a clever solution for you to innovate, keep pace with the change, and retain your best talent. It might not sound that juicy, but it focuses on your payroll. Brian is the President of Comdata Prepaid/Payroll at FLEETCOR. In his career, he has proven success with market leaders and startups across software, business services, human capital management, and finance. Brian has been recognized for identifying and securing key partners and sales channels, raising capital, building strategic C-level relationships with the investment community, and developing highly-engaged leadership teams that have increased revenue, profitability, and customer satisfaction. He is also a Board Observer at Instant Financial and Advisor at Runway Venture Partners. In this episode, we discuss: -How can you innovate your payroll process? -What is a pay card and how is it more financially inclusive? -How does on-demand payroll work? -How might on-demand pay help you attract and retain talent? Presented by Personiv https://insights.personiv.com/cfo-weekly As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that can't adapt lose both money and their best people, and without good people, businesses fail. Brian Radin proposes a clever solution for you to innovate, keep pace with the change, and retain your best talent. It might not sound that juicy, but it focuses on your payroll.

Brian is the President of Comdata Prepaid/Payroll at FLEETCOR. In his career, he has proven success with market leaders and startups across software, business services, human capital management, and finance. Brian has been recognized for identifying and securing key partners and sales channels, raising capital, building strategic C-level relationships with the investment community, and developing highly-engaged leadership teams that have increased revenue, profitability, and customer satisfaction. He is also a Board Observer at Instant Financial and Advisor at Runway Venture Partners.

In this episode, we discuss:

  • How can you innovate your payroll process?
  • What is a pay card and how is it more financially inclusive?
  • How does on-demand payroll work?
  • How might on-demand pay help you attract and retain talent?

Learn more about Brian:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 29 Nov 2022 10:00:00 +0000 Personiv Personiv 2834 As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that can't adapt lose both money and their best people,and without good people, businesses fail. Brian Radin proposes a clever solution for you to innovate, keep pace with the change, and retain your best talent. It might not sound that juicy, but it focuses on your payroll. Brian is the President of Comdata Prepaid/Payroll at FLEETCOR. In his career, he has proven success with market leaders and startups across software, business services, human capital management, and finance. Brian has been recognized for identifying and securing key partners and sales channels, raising capital, building strategic C-level relationships with the investment community, and developing highly-engaged leadership teams that have increased revenue, profitability, and customer satisfaction. He is also a Board Observer at Instant Financial and Advisor at Runway Venture Partners. In this episode, we discuss: -How can you innovate your payroll process? -What is a pay card and how is it more financially inclusive? -How does on-demand payroll work? -How might on-demand pay help you attract and retain talent? Presented by Personiv https://insights.personiv.com/cfo-weekly As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that can't adapt lose both money and their best people,and without good people, businesses fail. Brian Radin proposes a clever solution for you to innovate, keep pace with the change, and retain your best talent. It might not sound that juicy, but it focuses on your payroll. Brian is the President of Comdata Prepaid/Payroll at FLEETCOR. In his career, he has proven success with market leaders and startups across software, business services, human capital management, and finance. Brian has been recognized for identifying and securing key partners and sales channels, raising capital, building strategic C-level relationships with the investment community, and developing highly-engaged leadership teams that have increased revenue, profitability, and customer satisfaction. He is also a Board Observer at Instant Financial and Advisor at Runway Venture Partners. In this episode, we discuss: -How can you innovate your payroll process? -What is a pay card and how is it more financially inclusive? -How does on-demand payroll work? -How might on-demand pay help you attract and retain talent? Presented by Personiv https://insights.personiv.com/cfo-weekly Brian Radin, FLEETCOR, On-Demand Payroll, Personiv, CFO Weekly Megan Weis No No Unmasking the Experience of a Healthcare CFO with Mike Grover https://podcasts.fame.so/e/r877y3j8-unmasking-experience-of-a-healthcare-cfo-mike-grover Unmasking the Experience of a Healthcare CFO with Mike Grover 121 No No k08lm760 Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us. Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models. In this episode, we discuss: -Empowering nurse practitioners -What is a risk-bearing provider? -The four roles of a healthcare CFO -What healthcare CFOs should focus on -Value-based versus traditional care Presented by Personiv https://insights.personiv.com/cfo-weekly Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us.

Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models.

In this episode, we discuss:

  • Empowering nurse practitioners
  • What is a risk-bearing provider?
  • The four roles of a healthcare CFO
  • What healthcare CFOs should focus on
  • Value-based versus traditional care

Learn more about Mike:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Nov 2022 10:00:00 +0000 Personiv Personiv 1952 Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us. Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models. In this episode, we discuss: -Empowering nurse practitioners -What is a risk-bearing provider? -The four roles of a healthcare CFO -What healthcare CFOs should focus on -Value-based versus traditional care Presented by Personiv https://insights.personiv.com/cfo-weekly Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us. Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models. In this episode, we discuss: -Empowering nurse practitioners -What is a risk-bearing provider? -The four roles of a healthcare CFO -What healthcare CFOs should focus on -Value-based versus traditional care Presented by Personiv https://insights.personiv.com/cfo-weekly Mike Grover, Greater Good Health, Unmasking the Experience of a Healthcare CFO , Personiv, CFO Weekly Megan Weis No No How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark https://podcasts.fame.so/e/58z2jk58-how-great-sales-and-marketing-can-level-up-your-accounting-business-with-tyler-clark How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark 120 No No 81zpvxq1 An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy. Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated. In this episode, we discuss: -The first-ever marketing and sales consulting firm for accounting professionals -How DreamFirms help accounting firms build their dream businesses -Traditional versus modern marketing methods -How to ensure the timing is right for your marketing strategy -What good content looks like in the accounting space Presented by Personiv https://insights.personiv.com/cfo-weekly An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.

Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.

In this episode, we discuss:

  • The first-ever marketing and sales consulting firm for accounting professionals
  • How DreamFirms help accounting firms build their dream businesses
  • Traditional versus modern marketing methods
  • How to ensure the timing is right for your marketing strategy
  • What good content looks like in the accounting space

Learn more about Tyler:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 15 Nov 2022 10:00:00 +0000 Personiv Personiv 2141 An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy. Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated. In this episode, we discuss: -The first-ever marketing and sales consulting firm for accounting professionals -How DreamFirms help accounting firms build their dream businesses -Traditional versus modern marketing methods -How to ensure the timing is right for your marketing strategy -What good content looks like in the accounting space Presented by Personiv https://insights.personiv.com/cfo-weekly An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy. Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated. In this episode, we discuss: -The first-ever marketing and sales consulting firm for accounting professionals -How DreamFirms help accounting firms build their dream businesses -Traditional versus modern marketing methods -How to ensure the timing is right for your marketing strategy -What good content looks like in the accounting space Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Art and Science of Sourcing and Procurement in 2022 with David Pennino https://podcasts.fame.so/e/5nz2444n-art-science-of-sourcing-procurement-2022-david-pennino The Art and Science of Sourcing and Procurement in 2022 with David Pennino 119 No No 80zp6660 How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently. David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient. In this episode, we discuss: -What is LogicSource -How organizations can buy better -Reinventing sourcing and procurement -The advantage of doing sourcing and procurement well -How companies can buy better in 2022 -The value of indirect procurement to a CEO and CFO -Misconceptions about procurement Presented by Personiv https://insights.personiv.com/cfo-weekly How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently.

David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient.

In this episode, we discuss:

  • What is LogicSource
  • How organizations can buy better
  • Reinventing sourcing and procurement
  • The advantage of doing sourcing and procurement well
  • How companies can buy better in 2022
  • The value of indirect procurement to a CEO and CFO
  • Misconceptions about procurement

Learn more about David:


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If you enjoyed this episode, then please either:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 08 Nov 2022 10:00:00 +0000 Personiv Personiv 1963 How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently. David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient. In this episode, we discuss: -What is LogicSource -How organizations can buy better -Reinventing sourcing and procurement -The advantage of doing sourcing and procurement well -How companies can buy better in 2022 -The value of indirect procurement to a CEO and CFO -Misconceptions about procurement Presented by Personiv https://insights.personiv.com/cfo-weekly How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently. David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient. In this episode, we discuss: -What is LogicSource -How organizations can buy better -Reinventing sourcing and procurement -The advantage of doing sourcing and procurement well -How companies can buy better in 2022 -The value of indirect procurement to a CEO and CFO -Misconceptions about procurement Presented by Personiv https://insights.personiv.com/cfo-weekly The Art and Science of Sourcing and Procurement, David Pennino, LogicSource, Personiv, CFO Weekly, Megan Weis No No The Role of CFO and Storytelling in Managing High-Growth Businesses with Matt Wolf https://podcasts.fame.so/e/183wpj48-role-cfo-storytelling-managing-high-growth-businesses-matt-wolf The Role of CFO and Storytelling in Managing High-Growth Businesses with Matt Wolf 118 No No m0jmlqz1 Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to tell the company’s story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf. As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement. In this episode, we discuss: -How can CFOs manage high-growing organizations? -What is the key to being able to tell a company story in a compelling way to investors in the broader market? -How can CFOs ensure a successful acquisition integration? -How can you maintain the entrepreneurial spirit while still managing risks? -What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely? Presented by Personiv https://insights.personiv.com/cfo-weekly Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to tell the company’s story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf.

As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement.

In this episode, we discuss:

  • How can CFOs manage high-growing organizations?
  • What is the key to being able to tell a company story in a compelling way to investors in the broader market?
  • How can CFOs ensure a successful acquisition integration?
  • How can you maintain the entrepreneurial spirit while still managing risks?
  • What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely?

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]]> Tue, 01 Nov 2022 10:00:00 +0000 Personiv Personiv 1916 Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to tell the company’s story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf. As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement. In this episode, we discuss: -How can CFOs manage high-growing organizations? -What is the key to being able to tell a company story in a compelling way to investors in the broader market? -How can CFOs ensure a successful acquisition integration? -How can you maintain the entrepreneurial spirit while still managing risks? -What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely? Presented by Personiv https://insights.personiv.com/cfo-weekly Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to tell the company’s story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf. As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement. In this episode, we discuss: -How can CFOs manage high-growing organizations? -What is the key to being able to tell a company story in a compelling way to investors in the broader market? -How can CFOs ensure a successful acquisition integration? -How can you maintain the entrepreneurial spirit while still managing risks? -What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely? Presented by Personiv https://insights.personiv.com/cfo-weekly Managing High-Growth Businesses. Matt Wolf, ChartHop, Personiv, CFO Weekly, Megan Weis No No Why a High-Growth Company Needs a Top-Class CFO with Valerie Bauer Gore https://podcasts.fame.so/e/08jlq6p8-high-growth-company-needs-top-class-cfo-valerie-bauer-gore Why a High-Growth Company Needs a Top-Class CFO with Valerie Bauer Gore 117 No No 41prx561 Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today. In this episode, we discuss: -Maintaining a company's culture remotely -Growing profits through returns -The role of a modern CFO Presented by Personiv https://insights.personiv.com/cfo-weekly Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today.

In this episode, we discuss:

  • Maintaining a company's culture remotely
  • Growing profits through returns
  • The role of a modern CFO

Learn more about Valerie:

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]]> Tue, 25 Oct 2022 10:00:00 +0000 Personiv Personiv 1430 Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today. In this episode, we discuss: -Maintaining a company's culture remotely -Growing profits through returns -The role of a modern CFO Presented by Personiv https://insights.personiv.com/cfo-weekly Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today. In this episode, we discuss: -Maintaining a company's culture remotely -Growing profits through returns -The role of a modern CFO Presented by Personiv https://insights.personiv.com/cfo-weekly Top-Class CFO, Loop, Valerie Bauer Gore, Personiv, CFO Weekly, Megan Weis No No The Role of a CFO and ESG in the Public Sector with Hughey Newsome https://podcasts.fame.so/e/v85krrl8-cfo-and-esg-public-sector-hughey-newsome The Role of a CFO and ESG in the Public Sector with Hughey Newsome 116 No No 81qr9970 What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space. In this episode, we discuss: -Government CFO responsibilities and challenges -What makes the government CFO role unique -Why is ESG important for a CFO? Presented by Personiv https://insights.personiv.com/cfo-weekly What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space.

In this episode, we discuss:

  • Government CFO responsibilities and challenges
  • What makes the government CFO role unique
  • Why is ESG important for a CFO?

Learn more about Hughey:

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]]> Tue, 18 Oct 2022 10:00:00 +0000 Personiv Personiv 3359 What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space. In this episode, we discuss: -Government CFO responsibilities and challenges -What makes the government CFO role unique -Why is ESG important for a CFO? Presented by Personiv https://insights.personiv.com/cfo-weekly What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space. In this episode, we discuss: -Government CFO responsibilities and challenges -What makes the government CFO role unique -Why is ESG important for a CFO? Presented by Personiv https://insights.personiv.com/cfo-weekly CFO and ESG in the Public Sector, Hughey Newsome, Personiv, CFO Weekly, Megan Weis No No How to Prepare Your Business for Growth and Success with Tony Tiscornia https://podcasts.fame.so/e/p8mw9m58-business-growth-success-tony-tiscornia How to Prepare Your Business for Growth and Success with Tony Tiscornia 115 No No 70v9wrl1 If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that. In this episode, we discuss: -What makes a successful IPO -Navigating through macroeconomic storms -The importance of unifying systems -What an effective finance team looks like Presented by Personiv https://insights.personiv.com/cfo-weekly If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that.

In this episode, we discuss:

  • What makes a successful IPO
  • Navigating through macroeconomic storms
  • The importance of unifying systems
  • What an effective finance team looks like

Learn more about Tony and Coupa Software:

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]]> Tue, 11 Oct 2022 10:00:00 +0000 Personiv Personiv 2404 If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that. In this episode, we discuss: -What makes a successful IPO -Navigating through macroeconomic storms -The importance of unifying systems -What an effective finance team looks like Presented by Personiv https://insights.personiv.com/cfo-weekly If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that. In this episode, we discuss: -What makes a successful IPO -Navigating through macroeconomic storms -The importance of unifying systems -What an effective finance team looks like Presented by Personiv https://insights.personiv.com/cfo-weekly Growth and Success, Tony Tiscornia, Coupa, Personiv, Megan Weis, CFO weekly No No The Holy Grail of Growth with Chad Gold https://podcasts.fame.so/e/p8l12y1n-the-holy-grail-of-growth-with-chad-gold The Holy Grail of Growth with Chad Gold 114 No No x1lmjrm0 As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies. In this episode, we discuss: -What factors make a business grow fast? -What is the key to managing fast-growing companies successfully? -Why should CFOs build cross-functional partnerships with all business teams? -How to establish and manage the right processes in a high-growing company? -What are the main functions of finance? Presented by Personiv https://insights.personiv.com/cfo-weekly As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies.

In this episode, we discuss:

  • What factors make a business grow fast?
  • What is the key to managing fast-growing companies successfully?
  • Why should CFOs build cross-functional partnerships with all business teams?
  • How to establish and manage the right processes in a high-growing company?
  • What are the main functions of finance?

Learn more about Chad and Salesloft:


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]]> Tue, 04 Oct 2022 10:00:00 +0000 Personiv Personiv 2187 As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies. In this episode, we discuss: -What factors make a business grow fast? -What is the key to managing fast-growing companies successfully? -Why should CFOs build cross-functional partnerships with all business teams? -How to establish and manage the right processes in a high-growing company? -What are the main functions of finance? Presented by Personiv https://insights.personiv.com/cfo-weekly As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies. In this episode, we discuss: -What factors make a business grow fast? -What is the key to managing fast-growing companies successfully? -Why should CFOs build cross-functional partnerships with all business teams? -How to establish and manage the right processes in a high-growing company? -What are the main functions of finance? Presented by Personiv https://insights.personiv.com/cfo-weekly Holy Grail of Growth, Chad Gold, Salesoft, Personiv, Megan Weis, CFO weekly No No From Teaching to Finance: An Unconventional CFO Journey with Amy Huerta https://podcasts.fame.so/e/v85kprw8-unconventional-cfo-journey-with-amy-huerta From Teaching to Finance: An Unconventional CFO Journey with Amy Huerta 113 No No 81qrp9j0 Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too. For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO. In this episode, we discuss: -Amy’s path from teaching to finance -What is compassionate grit? -How to manage cross-functional teams effectively? Advice for future CFOs coming from unconventional backgrounds Presented by Personiv https://insights.personiv.com/cfo-weekly Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too.

For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO.

In this episode, we discuss:

  • Amy’s path from teaching to finance
  • What is compassionate grit?
  • How to manage cross-functional teams effectively?
  • Advice for future CFOs coming from unconventional backgrounds

Learn more about Amy:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 27 Sep 2022 10:00:00 +0000 Personiv Personiv 2739 Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too. For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO. In this episode, we discuss: -Amy’s path from teaching to finance -What is compassionate grit? -How to manage cross-functional teams effectively? Advice for future CFOs coming from unconventional backgrounds Presented by Personiv https://insights.personiv.com/cfo-weekly Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too. For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO. In this episode, we discuss: -Amy’s path from teaching to finance -What is compassionate grit? -How to manage cross-functional teams effectively? Advice for future CFOs coming from unconventional backgrounds Presented by Personiv https://insights.personiv.com/cfo-weekly Amy Huerta, An Unconventional CFO, Personiv, CFO Weekly, Megan Weis No No Why Credit Unions Should Benefit and Drive Communities with Steve Arbaugh https://podcasts.fame.so/e/58zmvmyn-credit-unions-benefit-drive-communities-steve-arbaugh Why Credit Unions Should Benefit and Drive Communities with Steve Arbaugh 112 No No 81zm9m80 We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors. In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community. In this episode, we discuss: -The differences between a credit union and a commercial bank -Digitalization of the financial sector -Why it’s more beneficial to invest in retaining an employee than hiring a new one -Why it is absolutely vital for businesses to have good relations with their communities Presented by Personiv https://insights.personiv.com/cfo-weekly We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors.

In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community.

In this episode, we discuss:

  • The differences between a credit union and a commercial bank
  • Digitalization of the financial sector
  • Why it’s more beneficial to invest in retaining an employee than hiring a new one
  • Why it is absolutely vital for businesses to have good relations with their communities

Learn more about Steve and SECU Maryland:

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]]> Tue, 20 Sep 2022 10:44:00 +0000 Personiv Personiv 3005 We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors. In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community. In this episode, we discuss: -The differences between a credit union and a commercial bank -Digitalization of the financial sector -Why it’s more beneficial to invest in retaining an employee than hiring a new one -Why it is absolutely vital for businesses to have good relations with their communities Presented by Personiv https://insights.personiv.com/cfo-weekly We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors. In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community. In this episode, we discuss: -The differences between a credit union and a commercial bank -Digitalization of the financial sector -Why it’s more beneficial to invest in retaining an employee than hiring a new one -Why it is absolutely vital for businesses to have good relations with their communities Presented by Personiv https://insights.personiv.com/cfo-weekly Steve Arbaugh, Drive Communities, SECU Maryland, CFO Weekly, Personiv, Megan Weis No No Winning Practices for CFOs Leading M&A Transactions and the Role of ESG for Modern Businesses with Simone Grimes https://podcasts.fame.so/e/08jxkp38-the-role-of-esg-for-modern-businesses-with-simone-grimes Winning Practices for CFOs Leading M&A Transactions and the Role of ESG for Modern Businesses with Simone Grimes 111 No No 41ppz6j1 Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen? Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives. In this episode, we discuss:: -What role do CFOs play in an M&A? -Post-acquisition integration challenges -How should CFOs prepare themselves for M&As? -How should businesses square the cost-benefit equation of ESG? Presented by Personiv https://insights.personiv.com/cfo-weekly Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen?

Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives.


In this episode, we discuss:

  • What role do CFOs play in an M&A?
  • Post-acquisition integration challenges
  • How should CFOs prepare themselves for M&As?
  • How should businesses square the cost-benefit equation of ESG? 

Learn more about Simone and Acadia Insurance:

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 13 Sep 2022 10:00:00 +0000 Personiv Personiv 2401 Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen? Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives. In this episode, we discuss:: -What role do CFOs play in an M&A? -Post-acquisition integration challenges -How should CFOs prepare themselves for M&As? -How should businesses square the cost-benefit equation of ESG? Presented by Personiv https://insights.personiv.com/cfo-weekly Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen? Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives. In this episode, we discuss:: -What role do CFOs play in an M&A? -Post-acquisition integration challenges -How should CFOs prepare themselves for M&As? -How should businesses square the cost-benefit equation of ESG? Presented by Personiv https://insights.personiv.com/cfo-weekly No No How Can CFOs Support Business Growth Through an M&A with Charles Freund https://podcasts.fame.so/e/68r37jkn-cfos-support-business-growth-through-ma-with-charles-freund How Can CFOs Support Business Growth Through an M&A with Charles Freund 110 No No 805xrjz1 As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes. To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives. In this episode, we discuss: -Why should CFOs work close to HR -International growth strategies -The science behind M&As -How to lead a successful integration process Presented by Personiv https://insights.personiv.com/cfo-weekly As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes.

To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives.

In this episode, we discuss:

  • Why should CFOs work close to HR
  • International growth strategies
  • The science behind M&As
  • How to lead a successful integration process

Learn more about Charles and FLEETCOR:


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]]> Tue, 06 Sep 2022 16:14:00 +0000 Personiv Personiv 2516 As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes. To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives. In this episode, we discuss: -Why should CFOs work close to HR -International growth strategies -The science behind M&As -How to lead a successful integration process Presented by Personiv https://insights.personiv.com/cfo-weekly As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes. To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives. In this episode, we discuss: -Why should CFOs work close to HR -International growth strategies -The science behind M&As -How to lead a successful integration process Presented by Personiv https://insights.personiv.com/cfo-weekly Charles Freund, FLEETCOR, Business Growth Through an M&A, CFO Weekly, Personiv, Megan Weis No No Real-Time Decision-Making Tools for Real Top-Performing CFOs w/ Rose Punkunus https://podcasts.fame.so/e/qn09q598-real-time-decision-making-tools-with-rose-punkunus Real-Time Decision-Making Tools for Real Top-Performing CFOs w/ Rose Punkunus 109 No No p1kyp5y1 Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions. But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success. In this episode, we discuss: -Why should finance professionals automate business processes -Real-time solutions for strategic finance teams -How can the right data leverage business decisions Presented by Personiv https://insights.personiv.com/cfo-weekly Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions. 

But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success.


In this episode, we discuss:

  • Why should finance professionals automate business processes
  • Real-time solutions for strategic finance teams
  • How can the right data leverage business decisions

Learn more about Rose and Sudozi:

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]]> Tue, 30 Aug 2022 10:00:00 +0000 Personiv Personiv 1923 Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions. But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success. In this episode, we discuss: -Why should finance professionals automate business processes -Real-time solutions for strategic finance teams -How can the right data leverage business decisions Presented by Personiv https://insights.personiv.com/cfo-weekly Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions. But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success. In this episode, we discuss: -Why should finance professionals automate business processes -Real-time solutions for strategic finance teams -How can the right data leverage business decisions Presented by Personiv https://insights.personiv.com/cfo-weekly Rose Punkunus, Real-Time Decision-Making, Sudozi, CFO Weekly, Personiv, Megan Weis No No Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg https://podcasts.fame.so/e/p8my6z68-business-partnering-the-leading-strategy-towards-your-fp-a-success-with-anders-liu-lindberg Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg 108 No No 70v4p8p0 Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence? In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A. In this episode, we discuss: -What does business partnering mean? -How to overcome business partnering challenges? -Increasing your business partnering influence -FP&A automation -How can businesses better structure their FP&A to achieve its full potential? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence?

In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A.

In this episode, we discuss:

  • What does business partnering mean?
  • How to overcome business partnering challenges?
  • Increasing your business partnering influence
  • FP&A automation
  • How can businesses better structure their FP&A to achieve its full potential?

Learn more about Anders and Business Partnering Institute:

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]]> Tue, 23 Aug 2022 10:00:00 +0000 Personiv Personiv 1987 Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence? In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A. In this episode, we discuss: -What does business partnering mean? -How to overcome business partnering challenges? -Increasing your business partnering influence -FP&A automation -How can businesses better structure their FP&A to achieve its full potential? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence? In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A. In this episode, we discuss: -What does business partnering mean? -How to overcome business partnering challenges? -Increasing your business partnering influence -FP&A automation -How can businesses better structure their FP&A to achieve its full potential? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Business Partnering, FP&A Success, Anders Liu-Lindberg, Personiv, CFO Weekly, Megan Weis No No Guiding and Growing CFO Talent w/ Jack McCullough https://podcasts.fame.so/e/v8wm65w8-guiding-growing-cfo-talent-jack-mccullough Guiding and Growing CFO Talent w/ Jack McCullough 107 No No 80x4pxk0 Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you. Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book. In this episode, we discuss: -What is the CFO leadership council -The portrait of a modern CFO -“Secrets of Rockstar CFOs” -“The Psychopathic CEO: An Executive Survival Guide” For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you.

Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book.

In this episode, we discuss:

  • What is the CFO leadership council
  • The portrait of a modern CFO
  • “Secrets of Rockstar CFOs”
  • “The Psychopathic CEO: An Executive Survival Guide”

Learn more about Jack and CFO Leadership Council:

  • Jack McCullough on LinkedIn
  • CFO Leadership Council's Website
  • Secrets of Rockstar CFOs Book
  • The Psychopathic CEO: An Executive Survival Guide Book

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]]> Tue, 16 Aug 2022 10:00:00 +0000 Personiv Personiv 2288 Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you. Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book. In this episode, we discuss: -What is the CFO leadership council -The portrait of a modern CFO -“Secrets of Rockstar CFOs” -“The Psychopathic CEO: An Executive Survival Guide” For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you. Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book. In this episode, we discuss: -What is the CFO leadership council -The portrait of a modern CFO -“Secrets of Rockstar CFOs” -“The Psychopathic CEO: An Executive Survival Guide” For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Jack McCullough, CFO Leadership Council, Guiding and Growing CFO Talent, Personiv, Megan Weis No No Driving Business Growth Through Disruptive CFO Leadership w/ Melissa Hurrington https://podcasts.fame.so/e/x8vm3p4n-business-growth-leadership-melissa-hurrington Driving Business Growth Through Disruptive CFO Leadership w/ Melissa Hurrington 106 No No 70ymnwj0 When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people. Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate. In this episode, we discuss: - Why should CFOs learn operations? - The power of servant leadership in finance - How to grow your business at a great rate - How to get winners onboard For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people.

Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate.

In this episode, we discuss:

  • Why should CFOs learn operations?
  • The power of servant leadership in finance
  • How to grow your business at a great rate
  • How to get winners onboard

Learn more about Melissa and Premier Claims:

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]]> Tue, 09 Aug 2022 10:00:00 +0000 Personiv Personiv 2996 When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people. Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate. In this episode, we discuss: - Why should CFOs learn operations? - The power of servant leadership in finance - How to grow your business at a great rate - How to get winners onboard For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people. Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate. In this episode, we discuss: - Why should CFOs learn operations? - The power of servant leadership in finance - How to grow your business at a great rate - How to get winners onboard For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly CFO Leadership, Melissa Hurrington, Premier Claims, Personiv, CFO Weekly No No Why Strong Financial Teams Begin With a Strong CFO Leader w/ Adnan Mughal https://podcasts.fame.so/e/1n39p0kn-why-strong-financial-teams-begin-adnan-mughal Why Strong Financial Teams Begin With a Strong CFO Leader w/ Adnan Mughal 105 No No m1jxlkv1 The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task, considering CFOs were taught they should focus only on finance. So how can you become a super CFO with a fantastic team? In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers. In this episode, we discuss: Finding and retaining the right people How can CFOs familiarize themselves with operations Why CFOs need to put people first
The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task, considering CFOs were taught they should focus only on finance. So how can you become a super CFO with a fantastic team?

In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers.

In this episode, we discuss:

  • Finding and retaining the right people
  • How can CFOs familiarize themselves with operations
  • Why CFOs need to put people first

Learn more about Adnan Mughal and Cherry Coatings:


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]]> Tue, 02 Aug 2022 10:00:00 +0000 Personiv Personiv 2235 The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task, considering CFOs were taught they should focus only on finance. So how can you become a super CFO with a fantastic team? In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers. In this episode, we discuss: Finding and retaining the right people How can CFOs familiarize themselves with operations Why CFOs need to put people first The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task, considering CFOs were taught they should focus only on finance. So how can you become a super CFO with a fantastic team? In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers. In this episode, we discuss: Finding and retaining the right people How can CFOs familiarize themselves with operations Why CFOs need to put people first finance, finanal services, cfo, cfo weekly, megan weiss,, adnan mughal, cherry coatings, personvi No No Financing Justice and Building High-Performing Financial Teams w/ Ken Brause https://podcasts.fame.so/e/vn594qmn-high-performing-financial-teams-w-ken-brause Financing Justice and Building High-Performing Financial Teams w/ Ken Brause 104 No No 80qlxnz1 What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause. Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank. In this episode, we discuss: Legal financing What makes a successful CFO? How can CFOs build high-performing financial teams? What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause.

Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank.

In this episode, we discuss:

  • Legal financing
  • What makes a successful CFO?
  • How can CFOs build high-performing financial teams?

Learn more about Ken Brause and Burford Capital:


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]]> Wed, 27 Jul 2022 08:08:00 +0000 Personiv Personiv 2113 What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause. Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank. In this episode, we discuss: Legal financing What makes a successful CFO? How can CFOs build high-performing financial teams? What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause. Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank. In this episode, we discuss: Legal financing What makes a successful CFO? How can CFOs build high-performing financial teams? finance, finanal services, healthcare, fintech, burford capital, cfo, legal financing, succesful cfo, ken brause. personiv No No Becoming a SaaS Guru w/ Anthony Nitsos https://podcasts.fame.so/e/2869lp5n-becoming-a-saas-guru-w-anthony-nitsos Becoming a SaaS Guru w/ Anthony Nitsos 103 No No j12nl5p1 Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the investment. Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security. Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success. In this episode, we discuss: - Managing ERP implementation - About Saas Gurus - The science behind rapid scaling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the investment. 

Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security.

Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success.

In this episode, we discuss:

- Managing ERP implementation
- About Saas Gurus
- The science behind rapid scaling

Learn more about Anthony and SaaS Gurus:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 19 Jul 2022 10:00:00 +0000 Personiv Personiv 2664 Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the investment. Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security. Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success. In this episode, we discuss: - Managing ERP implementation - About Saas Gurus - The science behind rapid scaling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the investment. Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security. Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success. In this episode, we discuss: - Managing ERP implementation - About Saas Gurus - The science behind rapid scaling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly personiv, megan weis, anthony nitsos, saas guru, saas, CFO, cfo weekly, chief finance officer No No Mastering Financial Planning and Analysis w/ Paul Barnhurst https://podcasts.fame.so/e/r8kw1778-mastering-financial-analysis Mastering Financial Planning and Analysis w/ Paul Barnhurst 102 No No 71w45660 FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist. Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more. In this episode, we discuss: - FP&A role and value - The FP&A Guy - FP&A tools and techs For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist.

Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more.

In this episode, we discuss:

- FP&A role and value
- The FP&A Guy
- FP&A tools and techs

Learn more about Paul and FP&A Today:


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]]> Tue, 12 Jul 2022 10:00:00 +0000 Personiv Personiv 1409 FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist. Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more. In this episode, we discuss: - FP&A role and value - The FP&A Guy - FP&A tools and techs For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist. Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more. In this episode, we discuss: - FP&A role and value - The FP&A Guy - FP&A tools and techs For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly megan weis, personiv, cfo weekly, cfo, chief finance officer, businessm growth, fp&a, Mastering Financial Planning and Analysis, Paul Barnhurst No No The Science Behind Thriving Financial Leadership w/ Grant Fitz https://podcasts.fame.so/e/lnqrr1v8-thriving-financial-leadership The Science Behind Thriving Financial Leadership w/ Grant Fitz 101 No No 81njjpr1 Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership. Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors. In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future. Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity. In this episode, we discuss: - Shaping the personal leadership style - Transitioning from public to private sector - What should CFOs consider when launching a new product? - Tips and advice for CFO newbies Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership.

Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors.

In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future.

Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity.

In this episode, we discuss:

- Shaping the personal leadership style
- Transitioning from public to private sector
- What should CFOs consider when launching a new product?
- Tips and advice for CFO newbies

Learn more about Grant and EFI:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 05 Jul 2022 10:00:00 +0000 Personiv Personiv 2530 Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership. Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors. In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future. Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity. In this episode, we discuss: - Shaping the personal leadership style - Transitioning from public to private sector - What should CFOs consider when launching a new product? - Tips and advice for CFO newbies Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership. Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors. In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future. Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity. In this episode, we discuss: - Shaping the personal leadership style - Transitioning from public to private sector - What should CFOs consider when launching a new product? - Tips and advice for CFO newbies cfo, cfo weekly, personiv, megan weis, finance, The Science Behind Thriving Financial Leadership, Grant Fitz No No Empowering FP&A Teams Into Advisory and Strategic Roles w/ Thomas Kyei-Boateng https://podcasts.fame.so/e/mn49k558-strategic-roles Empowering FP&A Teams Into Advisory and Strategic Roles w/ Thomas Kyei-Boateng 100 No No x06mw331 In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions. In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology. Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. In this episode, we discuss: - Leveraging your cyber security strategy - Aligning finances with strategy - Accelerating business growth - How to become a CFO? In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions.

In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology.

Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. 

In this episode, we discuss:

- Leveraging your cyber security strategy 
- Aligning finances with strategy
- Accelerating business growth
- How to become a CFO?

Learn more about Thomas and ISACA:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 Jun 2022 10:00:00 +0000 Personiv Personiv 2204 In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions. In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology. Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. In this episode, we discuss: - Leveraging your cyber security strategy - Aligning finances with strategy - Accelerating business growth - How to become a CFO? In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions. In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology. Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. In this episode, we discuss: - Leveraging your cyber security strategy - Aligning finances with strategy - Accelerating business growth - How to become a CFO? megan weis, personiv, cfo, cfo weekly, fp&a, Empowering FP&A Teams Into Advisory and Strategic Roles, Thomas Kyei-Boateng, isaca No No Paving the Road to Become a World-Class CFO w/ Steve Rosvold https://podcasts.fame.so/e/1np2j47n-world-class-cfo Paving the Road to Become a World-Class CFO w/ Steve Rosvold 99 No No z0r7n941 What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible financial leadership is critical for success in any business today. He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership. Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success. In this episode, we discuss: - Upgrading your financial skills and career - What do the next generation CFOs look like? - CFO.University self-assessment tool For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible financial leadership is critical for success in any business today.

He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership.

Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success.

In this episode, we discuss:

- Upgrading your financial skills and career
- What do the next generation CFOs look like?
- CFO.University self-assessment tool

Learn more about Steve and CFO.University:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 21 Jun 2022 10:00:00 +0000 Personiv Personiv 2188 What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible financial leadership is critical for success in any business today. He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership. Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success. In this episode, we discuss: - Upgrading your financial skills and career - What do the next generation CFOs look like? - CFO.University self-assessment tool For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible financial leadership is critical for success in any business today. He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership. Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success. In this episode, we discuss: - Upgrading your financial skills and career - What do the next generation CFOs look like? - CFO.University self-assessment tool For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly megan weis, personiv, cfo, cfo weekly, cfo.university, Paving the Road to Become a World-Class CFO, Steve Rosvold No No How Can CFOs Face Challenges at High-Growth Companies w/ Jim Morgan https://podcasts.fame.so/e/qn09p7k8-challenges-high-growth-companies How Can CFOs Face Challenges at High-Growth Companies w/ Jim Morgan 98 No No p1kyvw91 Leading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we invited that kind of expert and business leader. Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management. He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently. In this episode, we discuss: - How can CFOs leverage data analytics? - Attracting and retaining talent - Challenges CFOs face at high-growth companies For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Leading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we invited that kind of expert and business leader. 

Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management. 

He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently.

In this episode, we discuss:

How can CFOs leverage data analytics?
Attracting and retaining talent
Challenges CFOs face at high-growth companies

Learn more about Jim and CallRail:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Jun 2022 10:00:00 +0000 Personiv Personiv 1830 Leading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we invited that kind of expert and business leader. Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management. He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently. In this episode, we discuss: - How can CFOs leverage data analytics? - Attracting and retaining talent - Challenges CFOs face at high-growth companies For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Leading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we invited that kind of expert and business leader. Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management. He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently. In this episode, we discuss: - How can CFOs leverage data analytics? - Attracting and retaining talent - Challenges CFOs face at high-growth companies For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, cfo weekly, megan weis, business challenges, callrail, How Can CFOs Face Challenges at High-Growth Companies, Jim Morgan No No Becoming a Superboss and Building Stronger Companies w/ Sydney Finkelstein https://podcasts.fame.so/e/1np2ww1n-leadership-superboss Becoming a Superboss and Building Stronger Companies w/ Sydney Finkelstein 97 No No z0r722r1 What do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one of the most exceptional leaders, Sydney Finkelstein. Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance. Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast. In this episode, we discuss: - How can you learn to ask the best question? - Leading through crisis and change - Finding the right job - What makes Superbosses stand out? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly What do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one of the most exceptional leaders, Sydney Finkelstein.

Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance.

Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast.

In this episode, we discuss:

- How can you learn to ask the best question?
- Leading through crisis and change
- Finding the right job
- What makes Superbosses stand out?

Learn more about Sydney and Tuck School of Business:

  • Sydney Finkelstein on LinkedIn
  • Tuck School of Business at Darthmouth College Website

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 07 Jun 2022 10:00:00 +0000 Personiv Personiv 2555 What do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one of the most exceptional leaders, Sydney Finkelstein. Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance. Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast. In this episode, we discuss: - How can you learn to ask the best question? - Leading through crisis and change - Finding the right job - What makes Superbosses stand out? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly What do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one of the most exceptional leaders, Sydney Finkelstein. Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance. Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast. In this episode, we discuss: - How can you learn to ask the best question? - Leading through crisis and change - Finding the right job - What makes Superbosses stand out? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, megan weis, cfo weekly, business, leadership, Becoming a Superboss and Building Stronger Companies, Sydney Finkelstein No No Embracing Data Analytics to Improve Internal Audits w/ Yusuf Moolla https://podcasts.fame.so/e/x8vm4l9n-data-analytics-audit Embracing Data Analytics to Improve Internal Audits w/ Yusuf Moolla 96 No No 70ymjp30 Why is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps improve audit quality and acquires better insights on a business. But there are many more causes that we uncover today. Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor. In this episode, we discuss: - Helping internal audit teams use data - Why should CFOs support the use of audit data analytics? - How does a successful audit find solutions across departments? - Using data for more effectively and higher-quality audits For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Why is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps improve audit quality and acquires better insights on a business. But there are many more causes that we uncover today.

Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor.

In this episode, we discuss:

- Helping internal audit teams use data
- Why should CFOs support the use of audit data analytics?
- How does a successful audit find solutions across departments?
- Using data for more effectively and higher-quality audits

Learn more about Yusuf and Risk Insights:


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]]> Tue, 31 May 2022 10:00:00 +0000 Personiv Personiv 1639 Why is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps improve audit quality and acquires better insights on a business. But there are many more causes that we uncover today. Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor. In this episode, we discuss: - Helping internal audit teams use data - Why should CFOs support the use of audit data analytics? - How does a successful audit find solutions across departments? - Using data for more effectively and higher-quality audits For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Why is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps improve audit quality and acquires better insights on a business. But there are many more causes that we uncover today. Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor. In this episode, we discuss: - Helping internal audit teams use data - Why should CFOs support the use of audit data analytics? - How does a successful audit find solutions across departments? - Using data for more effectively and higher-quality audits For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly megan weis, personiv, cfo weekly, chief operating officer, Embracing Data Analytics to Improve Internal Audits, Yusuf Moolla, risk insights No No Driving Growth Through Accounts Payable Automation w/ Sarah Spoja https://podcasts.fame.so/e/1np2rqpn-driving-growth-through-accounts-payable-automation-w-sarah-spoja Driving Growth Through Accounts Payable Automation w/ Sarah Spoja 95 No No z0r7l8v1 What is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give some good answers to. But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments. Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors. In this episode, we discuss: - Automating the AP and payment management processes - The implications of Tipalti software for finance professionals - What does the modern CFO look like? - The benefits of automating payables For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly What is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give some good answers to.

But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments.

Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors.

In this episode, we discuss:

- Automating the AP and payment management processes
- The implications of Tipalti software for finance professionals
- What does the modern CFO look like?
- The benefits of automating payables

Learn more about Sarah and Tipalti:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 24 May 2022 10:00:00 +0000 Personiv Personiv 2063 What is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give some good answers to. But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments. Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors. In this episode, we discuss: - Automating the AP and payment management processes - The implications of Tipalti software for finance professionals - What does the modern CFO look like? - The benefits of automating payables For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly What is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give some good answers to. But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments. Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors. In this episode, we discuss: - Automating the AP and payment management processes - The implications of Tipalti software for finance professionals - What does the modern CFO look like? - The benefits of automating payables For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly megan weis, cfo weekly, personiv, cfo, chief finance officer, Driving Growth Through Accounts Payable Automation, Sarah Spoja, tipalti No No Creating Financial Visibility and Improving Your Accounting Processes and Financial Reporting w/ Brian Hayes https://podcasts.fame.so/e/1npp61xn-creating-financial-visibility-and-improving-your-accounting-processes-and-financial-reporting-w-brian-hayes Creating Financial Visibility and Improving Your Accounting Processes and Financial Reporting w/ Brian Hayes 94 No No z0rvkr50 Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO, has some nuggets of wisdom on how to manage everything successfully. Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements. Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting. In this episode, we discuss: - Why do CFOs need to understand business operations? - What does a roll-up-your-sleeves approach to financial consulting entail? - How to get better visibility into your company's financial performance? - How can CFOs improve the accounting processes and financial reporting? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO, has some nuggets of wisdom on how to manage everything successfully.

Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements. 

Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting.

In this episode, we discuss:

- Why do CFOs need to understand business operations?
- What does a roll-up-your-sleeves approach to financial consulting entail?
- How to get better visibility into your company's financial performance?
- How can CFOs improve the accounting processes and financial reporting?

Learn more about Brian and NOW CFO:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 17 May 2022 10:00:00 +0000 Personiv Personiv 1937 Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO, has some nuggets of wisdom on how to manage everything successfully. Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements. Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting. In this episode, we discuss: - Why do CFOs need to understand business operations? - What does a roll-up-your-sleeves approach to financial consulting entail? - How to get better visibility into your company's financial performance? - How can CFOs improve the accounting processes and financial reporting? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO, has some nuggets of wisdom on how to manage everything successfully. Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements. Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting. In this episode, we discuss: - Why do CFOs need to understand business operations? - What does a roll-up-your-sleeves approach to financial consulting entail? - How to get better visibility into your company's financial performance? - How can CFOs improve the accounting processes and financial reporting? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly megan weis, cfo weekly, personiv, now cfo, cfo, Creating Financial Visibility and Improving Your Accounting Processes and Financial Reporting, financial reporting, Brian Hayes No No Don't Fake the Funk, Change Your Life, and Grow Your Business w/ Ken "Mr. Biz" Wentworth https://podcasts.fame.so/e/xn10m428-don-t-fake-the-funk-change-your-life-and-grow-your-business-w-ken-mr-biz-wentworth Don't Fake the Funk, Change Your Life, and Grow Your Business w/ Ken "Mr. Biz" Wentworth 93 No No 7032kpr1 If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others. Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. . In this episode, we discuss: - Don't Fake the Funk book - The SMAC acronym - How Mr. Biz supports businesses? - What a fractional CFO does? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. 
Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others. 

Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. .

In this episode, we discuss:

- Don't Fake the Funk book
- The SMAC acronym
- How Mr. Biz supports businesses?
- What a fractional CFO does?

Learn more about Ken "Mr. Biz" and Mr. Biz Solutions:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 10 May 2022 10:00:00 +0000 Personiv Personiv 3138 If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others. Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. . In this episode, we discuss: - Don't Fake the Funk book - The SMAC acronym - How Mr. Biz supports businesses? - What a fractional CFO does? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others. Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. . In this episode, we discuss: - Don't Fake the Funk book - The SMAC acronym - How Mr. Biz supports businesses? - What a fractional CFO does? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, cfo weekly, megan weis, Don't Fake the Funk, Change Your Life, and Grow Your Business, Ken "Mr. Biz" Wentworth, mr. biz No No Why CFOs Should Be the Driving Force Behind the ESG Strategy w/ John Truzzolino https://podcasts.fame.so/e/28x56ymn-why-cfos-should-be-the-driving-force-behind-the-esg-strategy-w-john-truzzolino Why CFOs Should Be the Driving Force Behind the ESG Strategy w/ John Truzzolino 92 No No 60mwv950 These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses. To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events. In this episode, we discuss: - The role of ESG in the financial services industry - How to monetize ESG? - What is the role of a CFO in building the ESG strategy? - How to build an effective ESG strategy? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses.

To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events.

In this episode, we discuss:

- The role of ESG in the financial services industry
- How to monetize ESG?
- What is the role of a CFO in building the ESG strategy?
- How to build an effective ESG strategy?

Learn more about John and DFIN:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 03 May 2022 10:00:00 +0000 Personiv Personiv 1824 These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses. To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events. In this episode, we discuss: - The role of ESG in the financial services industry - How to monetize ESG? - What is the role of a CFO in building the ESG strategy? - How to build an effective ESG strategy? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses. To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events. In this episode, we discuss: - The role of ESG in the financial services industry - How to monetize ESG? - What is the role of a CFO in building the ESG strategy? - How to build an effective ESG strategy? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, cfo weekly, megan weis, chief finance officer, Why CFOs Should Be the Driving Force Behind the ESG Strategy, ESG, John Truzzolino No No Helping Finance Leaders Become the Heroes of Their Organizations w/ Christina Ross https://podcasts.fame.so/e/1nppmvwn-helping-finance-leaders-become-the-heroes-of-their-organizations-w-christina-ross Helping Finance Leaders Become the Heroes of Their Organizations w/ Christina Ross 91 No No z0rvp320 The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them? Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization. In this episode, we discuss: - How to accelerate your FP&A? - Transitioning from a CFO to a CEO - Empowering finance leaders - What is the role of automation in FP&A? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them?

Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization.

In this episode, we discuss:

- How to accelerate your FP&A?
- Transitioning from a CFO to a CEO
- Empowering finance leaders
- What is the role of automation in FP&A?

Learn more about Christina and Cube:


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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 26 Apr 2022 10:00:00 +0000 Personiv Personiv 2032 The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them? Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization. In this episode, we discuss: - How to accelerate your FP&A? - Transitioning from a CFO to a CEO - Empowering finance leaders - What is the role of automation in FP&A? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them? Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization. In this episode, we discuss: - How to accelerate your FP&A? - Transitioning from a CFO to a CEO - Empowering finance leaders - What is the role of automation in FP&A? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly megan weiss, cfo-weekly, cfo, ceo, business, fp&a, financial analysis, Helping Finance Leaders Become the Heroes of Their Organizations, Christina Ross No No How Can Corporate Financial Professionals Drive Their Career Growth Successfully? w/ Bryan Lapidus https://podcasts.fame.so/e/489zyjkn-how-can-corporate-financial-professionals-drive-their-career-growth-successfully-with-bryan-lapidus How Can Corporate Financial Professionals Drive Their Career Growth Successfully? w/ Bryan Lapidus 90 No No v17kywm1 The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today. Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs. In this episode, we discuss: - Advancing financial and professional success - The changing role of a CFO - Upskilling financial professionals - Strengthening an organization's strategic forecasting process For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today.

Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs.

In this episode, we discuss:

- Advancing financial and professional success
- The changing role of a CFO
- Upskilling financial professionals
- Strengthening an organization's strategic forecasting process

Learn more about Bryan and Association for Financial Professionals:


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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 19 Apr 2022 10:00:00 +0000 Personiv Personiv 2741 The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today. Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs. In this episode, we discuss: - Advancing financial and professional success - The changing role of a CFO - Upskilling financial professionals - Strengthening an organization's strategic forecasting process For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today. Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs. In this episode, we discuss: - Advancing financial and professional success - The changing role of a CFO - Upskilling financial professionals - Strengthening an organization's strategic forecasting process For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No Driving Financial Success In a Nonprofit World w/ David Damond https://podcasts.fame.so/e/r87w4lr8-driving-financial-success-in-a-nonprofit-world-w-dave-damond Driving Financial Success In a Nonprofit World w/ David Damond 89 No No k08kyj81 Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better. David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue. Today, Dave reveals what it takes to become a successful CFO in the nonprofit space. In this episode, we discuss: - The role and responsibilities of a CFO in nonprofit space - Hiring the right CFO - What does it take to Become a Successful CFO at a Nonprofit Organization? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better.

David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue.

Today, Dave reveals what it takes to become a successful CFO in the nonprofit space.

In this episode, we discuss:

- The role and responsibilities of a CFO in nonprofit space
- Hiring the right CFO
- What does it take to Become a Successful CFO at a Nonprofit Organization?

Learn more about David and March of Dimes:


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]]> Tue, 12 Apr 2022 10:00:00 +0000 Personiv Personiv 1513 Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better. David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue. Today, Dave reveals what it takes to become a successful CFO in the nonprofit space. In this episode, we discuss: - The role and responsibilities of a CFO in nonprofit space - Hiring the right CFO - What does it take to Become a Successful CFO at a Nonprofit Organization? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better. David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue. Today, Dave reveals what it takes to become a successful CFO in the nonprofit space. In this episode, we discuss: - The role and responsibilities of a CFO in nonprofit space - Hiring the right CFO - What does it take to Become a Successful CFO at a Nonprofit Organization? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, march of dimes, cfo weekly, personiv, megan weiss, Driving Financial Success In a Nonprofit World, Dave Damond No No Financing Renewable Energy w/ Sarah Wells https://podcasts.fame.so/e/2nx50z78-financing-renewable-energy-w-sarah-wells Financing Renewable Energy w/ Sarah Wells 88 No No 61mw6kn1 One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side. How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges. Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic. In this episode, we discuss: - The nuances of the renewable energy industry - Skills and traits for accountants in the renewable energy sector - How a clean energy company functions operationally For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side. 

How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges.

Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic.

In this episode, we discuss:

- The nuances of the renewable energy industry
- Skills and traits for accountants in the renewable energy sector
- How a clean energy company functions operationally

Learn more about Sarah and Spruce Power:


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]]> Tue, 05 Apr 2022 10:00:00 +0000 Personiv Personiv 1819 One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side. How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges. Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic. In this episode, we discuss: - The nuances of the renewable energy industry - Skills and traits for accountants in the renewable energy sector - How a clean energy company functions operationally For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side. How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges. Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic. In this episode, we discuss: - The nuances of the renewable energy industry - Skills and traits for accountants in the renewable energy sector - How a clean energy company functions operationally For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, cfo weekly, megain weiss, renewable energy, finance, business growth, Financing Renewable Energy, Sarah Wells No No How CFOs Play a Key Role in Supporting Business Growth Through Fundraising w/ Jeremy Foster https://podcasts.fame.so/e/qn0jqjmn-how-cfos-play-a-key-role-in-supporting-business-growth-through-fundraising-w-jeremy-foster How CFOs Play a Key Role in Supporting Business Growth Through Fundraising w/ Jeremy Foster 87 No No p1kxpxk0 The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making critical decisions. So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us. In this episode, we discuss: - The #1 CFO challenge - The CFO role in work culture - How CFOs can support growth within a company - The role of the CFO when preparing for fundraising For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making critical decisions.

So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us. 

In this episode, we discuss:

- The #1 CFO challenge
- The CFO role in work culture
- How CFOs can support growth within a company
- The role of the CFO when preparing for fundraising

Learn more about Jeremy and Talroo:


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]]> Tue, 29 Mar 2022 10:00:00 +0000 Personiv Personiv 2031 The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making critical decisions. So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us. In this episode, we discuss: - The #1 CFO challenge - The CFO role in work culture - How CFOs can support growth within a company - The role of the CFO when preparing for fundraising For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making critical decisions. So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us. In this episode, we discuss: - The #1 CFO challenge - The CFO role in work culture - How CFOs can support growth within a company - The role of the CFO when preparing for fundraising For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo weekly, cfo, business growth, How CFOs Play a Key Role in Supporting Business Growth Through Fundraising, Jeremy Foster, talroo No No How Can CFOs Drive the Right Plan For Transitioning the Business Towards the Growth Stage w/ Bal Bhullar https://podcasts.fame.so/e/4n9zx108-how-can-cfos-drive-the-right-plan-for-transitioning-the-business-towards-the-growth-stage-with-bal-bhullar How Can CFOs Drive the Right Plan For Transitioning the Business Towards the Growth Stage w/ Bal Bhullar 86 No No v07kzx40 One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company? Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage. In this episode, we discuss: - What does it mean to be a CFO today? - How to transition a company from the developmental stage to the growth stage? - What do CFOs need to know to grow a company successfully? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. 

But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company?

Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage.

In this episode, we discuss:

- What does it mean to be a CFO today?
- How to transition a company from the developmental stage to the growth stage?
- What do CFOs need to know to grow a company successfully?

Learn more about Bal Bhullar and Electra Meccanica Vehicles Corp:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Mar 2022 10:00:00 +0000 Personiv Personiv 1672 One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company? Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage. In this episode, we discuss: - What does it mean to be a CFO today? - How to transition a company from the developmental stage to the growth stage? - What do CFOs need to know to grow a company successfully? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company? Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage. In this episode, we discuss: - What does it mean to be a CFO today? - How to transition a company from the developmental stage to the growth stage? - What do CFOs need to know to grow a company successfully? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly CFO, Lydia Adams, Personiv, electra meccanica vehicle corp., How Can CFOs Drive the Right Plan For Transitioning the Business Towards the Growth Stage, Bal Bhullar No No How to Map Out Your Career Path and Lead Boldly w/ Bolanle Williams-Olley https://podcasts.fame.so/e/vn510lzn-how-to-map-out-your-career-path-and-lead-boldly-with-bolanle-williams-olley How to Map Out Your Career Path and Lead Boldly w/ Bolanle Williams-Olley 85 No No 80qwy7k0 Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then it's time for you to learn how to do that, and Bolanle Williams-Olley will help you. Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success. In this episode, we discuss: - How technology improves a business - Creating space for women in organizations - Building your career path boldly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then it's time for you to learn how to do that, and Bolanle Williams-Olley will help you. 

Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success.

In this episode, we discuss:

- How technology improves a business
- Creating space for women in organizations
- Building your career path boldly

Learn more about Bolanle and Mancini Duffy:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 15 Mar 2022 10:00:00 +0000 Personiv Personiv 2510 Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then it's time for you to learn how to do that, and Bolanle Williams-Olley will help you. Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success. In this episode, we discuss: - How technology improves a business - Creating space for women in organizations - Building your career path boldly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then it's time for you to learn how to do that, and Bolanle Williams-Olley will help you. Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success. In this episode, we discuss: - How technology improves a business - Creating space for women in organizations - Building your career path boldly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, chief financial officerHow to Map Out Your Career Path and Lead Boldly, Bolanle Williams-Olley No No Strengthening the Financial Engine of a Future Publicly-Traded Company w/ Michael Keogh https://podcasts.fame.so/e/m84k30vn-strengthening-the-financial-engine-of-a-future-publicly-traded-company-with-michael-keogh Strengthening the Financial Engine of a Future Publicly-Traded Company w/ Michael Keogh 84 No No x16w8740 Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry. Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies. In this episode, we discuss: - How to identify non-scalable processes - How CFOs can prepare to transition to a publicly-traded company - What CFOs need to know about technology companies before joining them For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry.

Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies.

In this episode, we discuss:

- How to identify non-scalable processes
- How CFOs can prepare to transition to a publicly-traded company
- What CFOs need to know about technology companies before joining them

Learn more about Michael Keogh and Bright Machines:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 08 Mar 2022 10:00:00 +0000 Personiv Personiv 2058 Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry. Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies. In this episode, we discuss: - How to identify non-scalable processes - How CFOs can prepare to transition to a publicly-traded company - What CFOs need to know about technology companies before joining them For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry. Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies. In this episode, we discuss: - How to identify non-scalable processes - How CFOs can prepare to transition to a publicly-traded company - What CFOs need to know about technology companies before joining them For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly cfo, publicly-traded companies Strengthening the Financial Engine of a Future Publicly-Traded Company, Michael Keogh No No How Can Operational CFOs Successfully Drive Change Management w/ Jennifer Herdler https://podcasts.fame.so/e/rn7w2xxn-how-can-operational-cfos-successfully-drive-change-management-w-jennifer-herdler How Can Operational CFOs Successfully Drive Change Management w/ Jennifer Herdler 83 No No k18kp330 Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth effectively to stay on top. Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it. In this episode, we discuss: - The role of an operational CFO - What you need to become a great operational CFO - The key for successful change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth effectively to stay on top.

Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it.

In this episode, we discuss:

- The role of an operational CFO
- What you need to become a great operational CFO
- The key for successful change management

Learn more about Jennifer Herdler and Impact Health:


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]]> Tue, 01 Mar 2022 10:00:00 +0000 Personiv Personiv 1991 Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth effectively to stay on top. Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it. In this episode, we discuss: - The role of an operational CFO - What you need to become a great operational CFO - The key for successful change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth effectively to stay on top. Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it. In this episode, we discuss: - The role of an operational CFO - What you need to become a great operational CFO - The key for successful change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No What Is the Role of a Franchise CFO w/ Abraham Sherman https://podcasts.fame.so/e/68r1v44n-what-is-the-role-of-a-franchise-cfo-w-abraham-sherman What Is the Role of a Franchise CFO w/ Abraham Sherman 82 No No 805k5990 There are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, building a finance and accounting team, to driving revenue. How could it be even more challenging? By becoming a franchise CFO. Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities. In this episode, we discuss: - The role of a CFO in a franchising environment? - Financial strategies to save and generate millions of dollars - Why CFOs need to reinvent themselves constantly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly There are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, building a finance and accounting team, to driving revenue. How could it be even more challenging? By becoming a franchise CFO.

Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities.

In this episode, we discuss:

- The role of a CFO in a franchising environment?
- Financial strategies to save and generate millions of dollars
- Why CFOs need to reinvent themselves constantly

Learn more about Abraham and EYM Group Inc:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 22 Feb 2022 10:00:00 +0000 Personiv Personiv 2034 There are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, building a finance and accounting team, to driving revenue. How could it be even more challenging? By becoming a franchise CFO. Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities. In this episode, we discuss: - The role of a CFO in a franchising environment? - Financial strategies to save and generate millions of dollars - Why CFOs need to reinvent themselves constantly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly There are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, building a finance and accounting team, to driving revenue. How could it be even more challenging? By becoming a franchise CFO. Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities. In this episode, we discuss: - The role of a CFO in a franchising environment? - Financial strategies to save and generate millions of dollars - Why CFOs need to reinvent themselves constantly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly CFO, franchise, chief financial officer, EYM group, What Is the Role of a Franchise CFO, Abraham Sherman No No Strategic Planning and Forecasting for the Future w/ John Cappadona https://podcasts.fame.so/e/5nzy2vl8-strategic-planning-and-forecasting-for-the-future-w-john-cappadona Strategic Planning and Forecasting for the Future w/ John Cappadona 81 No No 80z8p9y0 For the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create business plans for the future. However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully. In this episode, we discuss: - Managing the pandemic challenges - Setting up successful scenario planning and forecasting - Strategic planning For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly For the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create business plans for the future. 

However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully.

In this episode, we discuss:

- Managing the pandemic challenges
- Setting up successful scenario planning and forecasting
- Strategic planning

Learn more about John and School of Rock:


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]]> Tue, 15 Feb 2022 10:00:00 +0000 Personiv Personiv 2601 For the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create business plans for the future. However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully. In this episode, we discuss: - Managing the pandemic challenges - Setting up successful scenario planning and forecasting - Strategic planning For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly For the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create business plans for the future. However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully. In this episode, we discuss: - Managing the pandemic challenges - Setting up successful scenario planning and forecasting - Strategic planning For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Strategic Planning and Forecasting for the Future, John Cappadona, school of rock, music, cfo, chief financial officer No No How to Manage the Supply Chain Disruptions w/ Bona Allen https://podcasts.fame.so/e/pnmmmkwn-how-to-manage-the-supply-chain-disruptions-with-bona-allen How to Manage the Supply Chain Disruptions w/ Bona Allen 80 No No 71vrr691 Whether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two years. But it's an issue that seems to be here for the foreseeable future. As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better. In this episode, we discuss: - Leading and developing relationships - Dealing with supply chain challenges - How to drive strategic value to grow revenue and margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Whether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two years. But it's an issue that seems to be here for the foreseeable future. 

As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better. 

In this episode, we discuss:

- Leading and developing relationships
- Dealing with supply chain challenges
- How to drive strategic value to grow revenue and margin

Learn more about Bona and KBD Group Inc:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 08 Feb 2022 10:00:00 +0000 Personiv Personiv 2258 Whether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two years. But it's an issue that seems to be here for the foreseeable future. As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better. In this episode, we discuss: - Leading and developing relationships - Dealing with supply chain challenges - How to drive strategic value to grow revenue and margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Whether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two years. But it's an issue that seems to be here for the foreseeable future. As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better. In this episode, we discuss: - Leading and developing relationships - Dealing with supply chain challenges - How to drive strategic value to grow revenue and margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly How to Manage the Supply Chain Disruptions, Bona Allen, cfo, kbd group, kajima group No No Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller https://podcasts.fame.so/e/v851r158-learning-the-best-practices-of-an-m-a-finance-process-with-liz-hosman-and-mark-miller Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller 79 No No 81qw9wq1 In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country. To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition. In this episode, we discuss: - Walker Sands and March M&A transaction - M&A tips, tricks, and best practices - How to drive strategic value to grow revenue in margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country.

To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.

In this episode, we discuss:

- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin

Learn more about Mark, Liz and Walker Sands:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 01 Feb 2022 10:00:00 +0000 Personiv Personiv 1594 In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country. To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition. In this episode, we discuss: - Walker Sands and March M&A transaction - M&A tips, tricks, and best practices - How to drive strategic value to grow revenue in margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country. To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition. In this episode, we discuss: - Walker Sands and March M&A transaction - M&A tips, tricks, and best practices - How to drive strategic value to grow revenue in margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Best Practices, M&A Finance Process, Liz Hosman, Mark Miller No No Why On-Demand Pay Can Become the Future Payroll Model with Scot Parnell https://podcasts.fame.so/e/286w2ryn-why-on-demand-pay-can-become-the-future-payroll-model-with-scot-parnell Why On-Demand Pay Can Become the Future Payroll Model with Scot Parnell 78 No No j12jkvw1 Scot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and soundness of their offering. Scot spent over twenty years as a finance leader in various organizations, such as TIAA, Citi Group, and Student Loan Corporation. He has a wealth of expertise and experience leading businesses to achieve financial success. Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay. In this episode, we discuss: - What is on-demand pay? - The ups and downs of on-demand pay - How to successfully move from a large company to an earlier stage growth company For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Scot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and soundness of their offering. Scot spent over twenty years as a finance leader in various organizations, such as TIAA, Citi Group, and Student Loan Corporation. He has a wealth of expertise and experience leading businesses to achieve financial success. 

Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay.

In this episode, we discuss:

- What is on-demand pay?
- The ups and downs of on-demand pay
- How to successfully move from a large company to an earlier stage growth company

Learn more about Scot and DailyPay:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 25 Jan 2022 10:00:00 +0000 Personiv Personiv 2003 Scot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and soundness of their offering. Scot spent over twenty years as a finance leader in various organizations, such as TIAA, Citi Group, and Student Loan Corporation. He has a wealth of expertise and experience leading businesses to achieve financial success. Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay. In this episode, we discuss: - What is on-demand pay? - The ups and downs of on-demand pay - How to successfully move from a large company to an earlier stage growth company For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Scot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and soundness of their offering. Scot spent over twenty years as a finance leader in various organizations, such as TIAA, Citi Group, and Student Loan Corporation. He has a wealth of expertise and experience leading businesses to achieve financial success. Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay. In this episode, we discuss: - What is on-demand pay? - The ups and downs of on-demand pay - How to successfully move from a large company to an earlier stage growth company For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor https://podcasts.fame.so/e/m84kyryn Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor 77 No No x16wnpn0 Many employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFOs don’t fully understand what financial modeling is – or its importance. It is critically important to improve business decisions. Our next guest can bring some value to the topic. Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation. In this episode, we discuss: - What is financial modeling? - Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions? - Using your team members’ existing education and professional experience to have them become financial modelers - How can financial modeling ensure success if you want to launch or acquire a new business? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Many employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFOs don’t fully understand what financial modeling is – or its importance. It is critically important to improve business decisions. Our next guest can bring some value to the topic.

Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation.

In this episode, we discuss:

- What is financial modeling?
- Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions?
- Using your team members’ existing education and professional experience to have them become financial modelers
- How can financial modeling ensure success if you want to launch or acquire a new business?

Learn more about Ian and Financial Modeling Institute:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 18 Jan 2022 10:00:00 +0000 Personiv Personiv 2396 Many employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFOs don’t fully understand what financial modeling is – or its importance. It is critically important to improve business decisions. Our next guest can bring some value to the topic. Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation. In this episode, we discuss: - What is financial modeling? - Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions? - Using your team members’ existing education and professional experience to have them become financial modelers - How can financial modeling ensure success if you want to launch or acquire a new business? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Many employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFOs don’t fully understand what financial modeling is – or its importance. It is critically important to improve business decisions. Our next guest can bring some value to the topic. Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation. In this episode, we discuss: - What is financial modeling? - Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions? - Using your team members’ existing education and professional experience to have them become financial modelers - How can financial modeling ensure success if you want to launch or acquire a new business? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No The Evolving Role of the CFO w/ Chris Caprio https://podcasts.fame.so/e/489zqxpn The Evolving Role of the CFO w/ Chris Caprio 76 No No v17k7z31 Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in numerous sectors, including tech, energy, and professional services. He has experience across various operations, including finance, accounting, recruiting, HR, legal, tax, and employee training. During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country. In this episode, we discuss: - How can a CFO effectively manage HR - The evolving role of the CFO - Why CFOs need to stretch their budgets on achieving long-term goals For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in numerous sectors, including tech, energy, and professional services. He has experience across various operations, including finance, accounting, recruiting, HR, legal, tax, and employee training. 

During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country.

In this episode, we discuss:

- How can a CFO effectively manage HR
- The evolving role of the CFO
- Why CFOs need to stretch their budgets on achieving long-term goals

Learn more about Chris and Focus Technology:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 11 Jan 2022 10:00:00 +0000 Personiv Personiv 1476 Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in numerous sectors, including tech, energy, and professional services. He has experience across various operations, including finance, accounting, recruiting, HR, legal, tax, and employee training. During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country. In this episode, we discuss: - How can a CFO effectively manage HR - The evolving role of the CFO - Why CFOs need to stretch their budgets on achieving long-term goals For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in numerous sectors, including tech, energy, and professional services. He has experience across various operations, including finance, accounting, recruiting, HR, legal, tax, and employee training. During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country. In this episode, we discuss: - How can a CFO effectively manage HR - The evolving role of the CFO - Why CFOs need to stretch their budgets on achieving long-term goals For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No Understanding the SPAC IPO Versus a Traditional IPO w/ Thomas Kramer https://podcasts.fame.so/e/2nx5y0k8 Understanding the SPAC IPO Versus a Traditional IPO w/ Thomas Kramer 75 No No 61mw9671 Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time. In this episode, we discuss: - The company’s life cycle - The evolving role of a CFO - SPAC IPO versus traditional IPO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. 

At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time.

In this episode, we discuss:

- The company’s life cycle
- The evolving role of a CFO
- SPAC IPO versus traditional IPO

Learn more about Ken and Community Dental Partners:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 04 Jan 2022 10:00:00 +0000 Personiv Personiv 1921 Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time. In this episode, we discuss: - The company’s life cycle - The evolving role of a CFO - SPAC IPO versus traditional IPO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time. In this episode, we discuss: - The company’s life cycle - The evolving role of a CFO - SPAC IPO versus traditional IPO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Understanding the SPAC IPO Versus a Traditional IPO, IPO, Thomas Kramer No No Leveraging Real-Time Financial Data Software w/ Benjamin Taylor https://podcasts.fame.so/e/1n30z9l8 Leveraging Real-Time Financial Data Software w/ Benjamin Taylor 74 No No m1jk6x50 Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. One of these tools is SoftLedger. Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time. In this episode, we discuss: - Managing critical financial data - API driven accounting - Real-time financials For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. One of these tools is SoftLedger.

Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time.

In this episode, we discuss:

- Managing critical financial data
- API driven accounting
- Real-time financials

Learn more about Ken and Community Dental Partners:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 28 Dec 2021 10:00:00 +0000 Personiv Personiv 1325 Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. One of these tools is SoftLedger. Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time. In this episode, we discuss: - Managing critical financial data - API driven accounting - Real-time financials For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. One of these tools is SoftLedger. Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time. In this episode, we discuss: - Managing critical financial data - API driven accounting - Real-time financials For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Leveraging Real-Time Financial Data Software, Benjamin Taylor, softledger, ceo No No Remote Financial Management in High-Growing Companies w/ Ken Kaufman https://podcasts.fame.so/e/1npx63jn Remote Financial Management in High-Growing Companies w/ Ken Kaufman 73 No No z0r5kxn1 In the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts. In this episode, we discuss: - Opportunities in high-growing companies - How to efficiently manage a remote finance team - Tips on finding the best financial talent - Maintenance versus growth OPEX For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly In the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. 

Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts. 

In this episode, we discuss:

- Opportunities in high-growing companies
- How to efficiently manage a remote finance team
- Tips on finding the best financial talent
- Maintenance versus growth OPEX

Learn more about Ken and Community Dental Partners:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 21 Dec 2021 10:00:00 +0000 Personiv Personiv 2193 In the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts. In this episode, we discuss: - Opportunities in high-growing companies - How to efficiently manage a remote finance team - Tips on finding the best financial talent - Maintenance versus growth OPEX For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly In the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts. In this episode, we discuss: - Opportunities in high-growing companies - How to efficiently manage a remote finance team - Tips on finding the best financial talent - Maintenance versus growth OPEX For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Remote Financial Management in High-Growing Companies, high growth companies, Ken Kaufman, personiv No No Increasing Brand Awareness w/ Ami Myrland https://podcasts.fame.so/e/1npx9y4n Increasing Brand Awareness w/ Ami Myrland 72 No No z0r5w691 Why do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness. Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool. In this episode, we discuss: - Why businesses need to focus on communities - How to leverage LinkedIn to develop your brand - How a CFO can build a successful working relationship with the CMO to increase brand awareness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Why do organizations need to become more community-focused? 

Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness.

Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool.

In this episode, we discuss:

- Why businesses need to focus on communities
- How to leverage LinkedIn to develop your brand
- How a CFO can build a successful working relationship with the CMO to increase brand awareness

Learn more about Marvin and Business Exit Stories Podcast:


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If you enjoyed this episode then please either:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 14 Dec 2021 10:00:00 +0000 Personiv Personiv 2102 Why do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness. Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool. In this episode, we discuss: - Why businesses need to focus on communities - How to leverage LinkedIn to develop your brand - How a CFO can build a successful working relationship with the CMO to increase brand awareness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Why do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness. Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool. In this episode, we discuss: - Why businesses need to focus on communities - How to leverage LinkedIn to develop your brand - How a CFO can build a successful working relationship with the CMO to increase brand awareness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Increasing Brand Awareness, Ami Myrland, SVP, CFO, Capitol Bank No No Driving Strategic Value for Business Growth w/ Tom Fencl https://podcasts.fame.so/e/58zwrqrn Driving Strategic Value for Business Growth w/ Tom Fencl 71 No No 81z34j40 Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities, manage risks, and focus on all aspects of their business, including finance, resources, innovation, culture, and people. Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business. In this episode, we discuss: - How Pricefx grew from 74 to 400 employees - How a company can maintain processes and manage risks - Financial tools and tactics for growing a business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities, manage risks, and focus on all aspects of their business, including finance, resources, innovation, culture, and people. 

Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business.

In this episode, we discuss:

- How Pricefx grew from 74 to 400 employees
- How a company can maintain processes and manage risks
- Financial tools and tactics for growing a business

Learn more about Marvin and Business Exit Stories Podcast:


Episode resources:


If you enjoyed this episode then please either:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 07 Dec 2021 10:52:00 +0000 Personiv Personiv 1940 Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities, manage risks, and focus on all aspects of their business, including finance, resources, innovation, culture, and people. Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business. In this episode, we discuss: - How Pricefx grew from 74 to 400 employees - How a company can maintain processes and manage risks - Financial tools and tactics for growing a business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities, manage risks, and focus on all aspects of their business, including finance, resources, innovation, culture, and people. Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business. In this episode, we discuss: - How Pricefx grew from 74 to 400 employees - How a company can maintain processes and manage risks - Financial tools and tactics for growing a business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Driving Strategic Value for Business Growth, Tom Fencl, Chief Financial Officer, Pricefx No No Why Every Business Owner Needs to Have Exit Strategies w/ Marvin Storm https://podcasts.fame.so/e/q80m6lxn Why Every Business Owner Needs to Have Exit Strategies w/ Marvin Storm 70 No No p0kkz2j0 Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments. But do you know what those moments are and how to prepare for them? Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes. In this episode, we discuss: - Challenges That Business Owners Face - Why Unprepared Entrepreneurs Fail to Exit a Business - How to Prepare and Exit a Business Successfully For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments. But do you know what those moments are and how to prepare for them?

Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes.

In this episode, we discuss:

- Challenges That Business Owners Face
- Why Unprepared Entrepreneurs Fail to Exit a Business
- How to Prepare and Exit a Business Successfully

Learn more about Marvin and Business Exit Stories Podcast:


Episode resources:


If you enjoyed this episode then please either:

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Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 30 Nov 2021 10:00:00 +0000 Personiv Personiv 2608 Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments. But do you know what those moments are and how to prepare for them? Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes. In this episode, we discuss: - Challenges That Business Owners Face - Why Unprepared Entrepreneurs Fail to Exit a Business - How to Prepare and Exit a Business Successfully For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments. But do you know what those moments are and how to prepare for them? Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes. In this episode, we discuss: - Challenges That Business Owners Face - Why Unprepared Entrepreneurs Fail to Exit a Business - How to Prepare and Exit a Business Successfully For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Business Owner, Exit Strategies, Marvin Storm, Host of The Business Exit Stories Podcast No No How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany https://podcasts.fame.so/e/mn420kmn How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany 69 No No x0657w61 Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has become more than a simple technical process. To get the best, you need to go beyond the common. How to do that? Our guest today reveals some valuable insights. Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems. Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical. In this episode, we discuss: - OJO's distinctive business model - How to hire the best talent for each role - Insights on how to retain talent - The contribution of engagement and transparency in retaining talent For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has become more than a simple technical process. To get the best, you need to go beyond the common. How to do that? Our guest today reveals some valuable insights.

Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems. 
Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical.

In this episode, we discuss:

- OJO's distinctive business model
- How to hire the best talent for each role
- Insights on how to retain talent
- The contribution of engagement and transparency in retaining talent

Learn more about Naveed and OJO Labs:


Episode resources:


If you enjoyed this episode then please either:

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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]]> Tue, 23 Nov 2021 10:00:00 +0000 Personiv Personiv 2690 Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has become more than a simple technical process. To get the best, you need to go beyond the common. How to do that? Our guest today reveals some valuable insights. Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems. Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical. In this episode, we discuss: - OJO's distinctive business model - How to hire the best talent for each role - Insights on how to retain talent - The contribution of engagement and transparency in retaining talent For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has become more than a simple technical process. To get the best, you need to go beyond the common. How to do that? Our guest today reveals some valuable insights. Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems. Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical. In this episode, we discuss: - OJO's distinctive business model - How to hire the best talent for each role - Insights on how to retain talent - The contribution of engagement and transparency in retaining talent For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly How to Attract and Retain the Best and Brightest Talent, Naveed Tejany, CFO, OJO Labs No No How to Become a Successful Data-Driven Organization w/ Chip Pate https://podcasts.fame.so/e/lnq4w5m8 How to Become a Successful Data-Driven Organization w/ Chip Pate 68 No No 81nxv361 These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization? Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. In this episode, we discuss: - How the role of CFO has evolved over the last two decades - The core of a data-driven organization - How to overcome organizational resistance when applying data For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization?

Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. 

In this episode, we discuss:

- How the role of CFO has evolved over the last two decades
- The core of a data-driven organization
- How to overcome organizational resistance when applying data

Learn more about Chip and SecureLink:


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]]> Tue, 16 Nov 2021 10:00:00 +0000 Personiv Personiv 1791 These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization? Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. In this episode, we discuss: - How the role of CFO has evolved over the last two decades - The core of a data-driven organization - How to overcome organizational resistance when applying data For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization? Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. In this episode, we discuss: - How the role of CFO has evolved over the last two decades - The core of a data-driven organization - How to overcome organizational resistance when applying data For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Data-Driven Organization, Chip Pate No No Focus on Numbers and People to Drive a Successful Business w/ April Downing https://podcasts.fame.so/e/2n6314q8 Focus on Numbers and People to Drive a Successful Business w/ April Downing 67 No No j02x2zr0 Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top. April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth. In this episode, we discuss: - What leads to a successful customer experience - The role of culture and leadership in delighting customers - Why a CFO needs to focus on a positive employee experience For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top.

April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth.

In this episode, we discuss:

- What leads to a successful customer experience
- The role of culture and leadership in delighting customers
- Why a CFO needs to focus on a positive employee experience

Learn more about April and Khoros:


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]]> Tue, 09 Nov 2021 10:00:00 +0000 Personiv Personiv 2635 Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top. April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth. In this episode, we discuss: - What leads to a successful customer experience - The role of culture and leadership in delighting customers - Why a CFO needs to focus on a positive employee experience For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top. April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth. In this episode, we discuss: - What leads to a successful customer experience - The role of culture and leadership in delighting customers - Why a CFO needs to focus on a positive employee experience For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Focus on Numbers and People to Drive Successful Business , Successful Business, April Downing No No How to Lead Your Business to a Successful IPO w/ Tyler Sloat https://podcasts.fame.so/e/28634jkn How to Lead Your Business to a Successful IPO w/ Tyler Sloat 66 No No j12xz461 How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers happy. As a result, their products become irrelevant to the market. Some don't have the infrastructure and metrics to go public or act at the right moment. To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public. In this episode, we discuss: - How Freshworks' products allow customers to engage with their customers and employees - How a company can determine the right timing to go IPO - Why going IPO became a historic event for Freshworks and the software industry - Why organizations going IPO must focus on operational readiness and execution readiness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers happy. As a result, their products become irrelevant to the market. Some don't have the infrastructure and metrics to go public or act at the right moment.

To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public.

In this episode, we discuss:

- How Freshworks' products allow customers to engage with their customers and employees
- How a company can determine the right timing to go IPO
- Why going IPO became a historic event for Freshworks and the software industry
- Why organizations going IPO must focus on operational readiness and execution readiness

Learn more about Tyler and Freshworks:


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 02 Nov 2021 10:00:00 +0000 Personiv Personiv 1715 How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers happy. As a result, their products become irrelevant to the market. Some don't have the infrastructure and metrics to go public or act at the right moment. To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public. In this episode, we discuss: - How Freshworks' products allow customers to engage with their customers and employees - How a company can determine the right timing to go IPO - Why going IPO became a historic event for Freshworks and the software industry - Why organizations going IPO must focus on operational readiness and execution readiness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers happy. As a result, their products become irrelevant to the market. Some don't have the infrastructure and metrics to go public or act at the right moment. To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public. In this episode, we discuss: - How Freshworks' products allow customers to engage with their customers and employees - How a company can determine the right timing to go IPO - Why going IPO became a historic event for Freshworks and the software industry - Why organizations going IPO must focus on operational readiness and execution readiness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly How to Lead Your Business to a Successful IPO, Tyler Sloat, IPO No No The Incalculable Benefits of Servant Leadership w/ Dave Sackett https://podcasts.fame.so/e/rnk2r6v8 The Incalculable Benefits of Servant Leadership w/ Dave Sackett 65 No No 70wrnmw1 The term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, sharing responsibility—have been around for awhile. Due to the strain on the workforce caused by the pandemic, servant leadership is becoming more prevalent. Leading with empathy and giving employees more ownership over their work is becoming the norm, rather than an outlier. Dave Sackett, Chief Solutions Architect at Visibility Corporation, joins the show to explain servant leadership, its benefits, and how it makes us better leaders. In this episode, we discuss: - The core philosophy behind servant leadership - Why it’s not being taught on a wider scale - How to become a servant leader - The benefits and downsides of servant leadership For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Learn more about Dave and Visibility:


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]]> Tue, 26 Oct 2021 09:34:00 +0000 Personiv Personiv 1222 The term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, sharing responsibility—have been around for awhile. Due to the strain on the workforce caused by the pandemic, servant leadership is becoming more prevalent. Leading with empathy and giving employees more ownership over their work is becoming the norm, rather than an outlier. Dave Sackett, Chief Solutions Architect at Visibility Corporation, joins the show to explain servant leadership, its benefits, and how it makes us better leaders. In this episode, we discuss: - The core philosophy behind servant leadership - Why it’s not being taught on a wider scale - How to become a servant leader - The benefits and downsides of servant leadership For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly The term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, sharing responsibility—have been around for awhile. Due to the strain on the workforce caused by the pandemic, servant leadership is becoming more prevalent. Leading with empathy and giving employees more ownership over their work is becoming the norm, rather than an outlier. Dave Sackett, Chief Solutions Architect at Visibility Corporation, joins the show to explain servant leadership, its benefits, and how it makes us better leaders. In this episode, we discuss: - The core philosophy behind servant leadership - Why it’s not being taught on a wider scale - How to become a servant leader - The benefits and downsides of servant leadership For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly servant leadership, cfo, cfoweekly, dave sackett No No SPACs & The Future of the Finance Function w/ Drew Hamer https://podcasts.fame.so/e/v85r0v5n SPACs & The Future of the Finance Function w/ Drew Hamer 64 No No 81q9y8q1 SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process. Drew Hamer, Chief Financial Officer at Velodyne Lidar, Inc., joins the show to explain how SPACs work and why they are here to stay. In this episode, we discuss: - The benefits of going the SPAC route - Technology needed to be ready for the future - Where to start when centralizing processes For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Lear more about Drew and Velodyne Lidar:


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]]> Wed, 20 Oct 2021 08:11:00 +0000 Personiv Personiv 1936 SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process. Drew Hamer, Chief Financial Officer at Velodyne Lidar, Inc., joins the show to explain how SPACs work and why they are here to stay. In this episode, we discuss: - The benefits of going the SPAC route - Technology needed to be ready for the future - Where to start when centralizing processes For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process. Drew Hamer, Chief Financial Officer at Velodyne Lidar, Inc., joins the show to explain how SPACs work and why they are here to stay. In this episode, we discuss: - The benefits of going the SPAC route - Technology needed to be ready for the future - Where to start when centralizing processes For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly personiv, cfo, drew hamer, finance, future No No Automation: Love It or Hate It, You Need to Learn It w/ Max Gray https://podcasts.fame.so/e/x8vw6l2n Automation: Love It or Hate It, You Need to Learn It w/ Max Gray 63 No No 70yvzpk1 Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise. To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show. In this episode, we discuss: - The benefits of tableau - When and when not to automate - Dealing with change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly  Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do.

But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise.

To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show.

In this episode, we discuss:

- The benefits of tableau

- When and when not to automate

- Dealing with change management

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv 

https://insights.personiv.com/cfo-weekly 

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 12 Oct 2021 09:00:00 +0000 Personiv Personiv 1642 Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise. To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show. In this episode, we discuss: - The benefits of tableau - When and when not to automate - Dealing with change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly  Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise. To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show. In this episode, we discuss: - The benefits of tableau - When and when not to automate - Dealing with change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly  No No What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz https://podcasts.fame.so/e/1n2m7r38 What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz 62 No No 219yn9z1 Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Could you handle the transition?  This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience. In this episode, we discuss: - What compelled Joel to make the transition - How an SEC-traded startup requires a CFO who is part engineer, part artist - How Joel thinks about hiring  - The role of empathy plays in success as a startup CFO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup.

Could you handle the transition? 

This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience.

In this episode, we discuss:

- What compelled Joel to make the transition

- How an SEC-traded startup requires a CFO who is part engineer, part artist

- How Joel thinks about hiring 

- The role of empathy plays in success as a startup CFO

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv 

https://insights.personiv.com/cfo-weekly

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 05 Oct 2021 16:55:00 +0000 Personiv Personiv 2693 Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Could you handle the transition?  This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience. In this episode, we discuss: - What compelled Joel to make the transition - How an SEC-traded startup requires a CFO who is part engineer, part artist - How Joel thinks about hiring  - The role of empathy plays in success as a startup CFO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Could you handle the transition?  This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience. In this episode, we discuss: - What compelled Joel to make the transition - How an SEC-traded startup requires a CFO who is part engineer, part artist - How Joel thinks about hiring  - The role of empathy plays in success as a startup CFO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly No No The Evolution of the CFO Role w/ Rick Smith https://podcasts.fame.so/e/68r4v7r8 The Evolution of the CFO Role w/ Rick Smith 61 No No 80595r60 The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business.  Success doesn’t come to CFOs who sit still.  Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail.  Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. In this episode, we discuss: - How the CFO role has evolved over time - How a CFO’s role evolves across growth stages - How you need to evolve as a CFO to handle international business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly The CFO role is one marked by constant evolution. 

Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business. 

Success doesn’t come to CFOs who sit still. 

Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail. 

Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure.

In this episode, we discuss:

- How the CFO role has evolved over time

- How a CFO’s role evolves across growth stages

- How you need to evolve as a CFO to handle international business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 28 Sep 2021 09:00:00 +0000 Personiv Personiv 2750 The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business.  Success doesn’t come to CFOs who sit still.  Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail.  Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. In this episode, we discuss: - How the CFO role has evolved over time - How a CFO’s role evolves across growth stages - How you need to evolve as a CFO to handle international business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business.  Success doesn’t come to CFOs who sit still.  Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail.  Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. In this episode, we discuss: - How the CFO role has evolved over time - How a CFO’s role evolves across growth stages - How you need to evolve as a CFO to handle international business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly No No CFO Weekly is back! https://podcasts.fame.so/e/183vp33n CFO Weekly is back! 0 No No m0jrlpp0 After a brief summer hiatus, CFO Weekly is back! Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The evolution of the CFO role -Leading a sustainable startup -Automation -Going public For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly  After a brief summer hiatus, CFO Weekly is back! 

Be on the lookout for new episodes every week starting on September 28th.

Expect topics like:

-The evolution of the CFO role

-Leading a sustainable startup

-Automation

-Going public

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv

https://insights.personiv.com/cfo-weekly 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 21 Sep 2021 09:00:00 +0000 Personiv Personiv 122 After a brief summer hiatus, CFO Weekly is back! Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The evolution of the CFO role -Leading a sustainable startup -Automation -Going public For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly  After a brief summer hiatus, CFO Weekly is back! Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The evolution of the CFO role -Leading a sustainable startup -Automation -Going public For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly  No No What It Takes to Be a Modern CFO w/ Zach Howard https://podcasts.fame.so/e/2863vqxn What It Takes to Be a Modern CFO w/ Zach Howard 60 No No j12x3rq1 Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career. That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road. In this episode, we discuss: - How technology is shaping the CFO role - The 3 most important steps young professionals should take to become CFO - Why fit and willingness to learn are the most important considerations for hiring in today’s workplace For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career.

But if you want to become a CFO, it’s important to focus on the mid-stage of your career.

That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road.

In this episode, we discuss:

- How technology is shaping the CFO role

- The 3 most important steps young professionals should take to become CFO

- Why fit and willingness to learn are the most important considerations for hiring in today’s workplace

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 03 Aug 2021 09:15:00 +0000 Personiv Personiv 1700 Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career. That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road. In this episode, we discuss: - How technology is shaping the CFO role - The 3 most important steps young professionals should take to become CFO - Why fit and willingness to learn are the most important considerations for hiring in today’s workplace For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career. That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road. In this episode, we discuss: - How technology is shaping the CFO role - The 3 most important steps young professionals should take to become CFO - Why fit and willingness to learn are the most important considerations for hiring in today’s workplace For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No The 6 P’s of Selling Your Business & Exiting Rich w/ Michelle Seiler Tucker https://podcasts.fame.so/e/0njv5y3n The 6 P’s of Selling Your Business & Exiting Rich w/ Michelle Seiler Tucker 59 No No 40py9qj1 When you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting? As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top. But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them… Be in that 20% prepared to sell and ready to exit rich. To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built. In this episode, we discuss: - Why 80% of companies never sell - The 5 types of buyers (and which to target) - The 6 P’s of selling your business And be sure to check out these helpful resources: - www.exitrichbook.com  - www.seilertucker.com For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly When you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting?


As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top.

But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them…

Be in that 20% prepared to sell and ready to exit rich.

To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built.

In this episode, we discuss:

- Why 80% of companies never sell

- The 5 types of buyers (and which to target)

- The 6 P’s of selling your business

And be sure to check out these helpful resources:

- www.exitrichbook.com 

- www.seilertucker.com

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 27 Jul 2021 09:15:00 +0000 Personiv Personiv 3400 When you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting? As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top. But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them… Be in that 20% prepared to sell and ready to exit rich. To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built. In this episode, we discuss: - Why 80% of companies never sell - The 5 types of buyers (and which to target) - The 6 P’s of selling your business And be sure to check out these helpful resources: - www.exitrichbook.com  - www.seilertucker.com For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly When you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting? As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top. But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them… Be in that 20% prepared to sell and ready to exit rich. To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built. In this episode, we discuss: - Why 80% of companies never sell - The 5 types of buyers (and which to target) - The 6 P’s of selling your business And be sure to check out these helpful resources: - www.exitrichbook.com  - www.seilertucker.com For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly No No Digital Transformation & the CFO w/ Thomas Anderson https://podcasts.fame.so/e/lnq45wm8 Digital Transformation & the CFO w/ Thomas Anderson 58 No No 81nx3v61 A lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is talking about their move to digital. What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry? From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before. On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. A lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is talking about their move to digital.


What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry?

From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before.

On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 20 Jul 2021 09:00:00 +0000 Personiv Personiv 1876 A lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is talking about their move to digital. What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry? From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before. On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. A lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is talking about their move to digital. What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry? From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before. On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No How To Make Your Business More IRS-Friendly w/Charley Devany https://podcasts.fame.so/e/mn427l1n How To Make Your Business More IRS-Friendly w/Charley Devany 57 No No x065jrq1 What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them. This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today: The frustrating side of tax How COVID-19 affected taxation How people get in trouble with the IRS What are your options for clearing your name? Check out these resources we mentioned during the podcast: Charley’s LinkedIn profile For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them.

This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today:

  • The frustrating side of tax
  • How COVID-19 affected taxation
  • How people get in trouble with the IRS
  • What are your options for clearing your name?

Check out these resources we mentioned during the podcast:

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 13 Jul 2021 07:30:00 +0000 Personiv Personiv 2563 What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them. This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today: The frustrating side of tax How COVID-19 affected taxation How people get in trouble with the IRS What are your options for clearing your name? Check out these resources we mentioned during the podcast: Charley’s LinkedIn profile For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them. This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today: The frustrating side of tax How COVID-19 affected taxation How people get in trouble with the IRS What are your options for clearing your name? Check out these resources we mentioned during the podcast: Charley’s LinkedIn profile For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Outsourced Virtual Accounting Services w/ Matt Wood https://podcasts.fame.so/e/q80mzv7n Outsourced Virtual Accounting Services w/ Matt Wood 56 No No p0kk3nw0 There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job. Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing. What we talked about: - Virtual accounting talent and support - When to outsource what, and why. - Where does technology fit in? - Matt’s advice for when you’re considering your options. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job.

Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing.

What we talked about:

- Virtual accounting talent and support

- When to outsource what, and why.

- Where does technology fit in?

- Matt’s advice for when you’re considering your options.

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 29 Jun 2021 09:00:00 +0000 Personiv Personiv 1769 There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job. Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing. What we talked about: - Virtual accounting talent and support - When to outsource what, and why. - Where does technology fit in? - Matt’s advice for when you’re considering your options. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job. Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing. What we talked about: - Virtual accounting talent and support - When to outsource what, and why. - Where does technology fit in? - Matt’s advice for when you’re considering your options. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No The Right Controls Can Turn Disaster Into Victory w/ Chris Daniels https://podcasts.fame.so/e/p8m3k248 The Right Controls Can Turn Disaster Into Victory w/ Chris Daniels 55 No No 70vk6xm1 Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly. What we talked about: - Chris’s career and the greatest challenges and lessons from it - Is growth more challenging than the tough times? - Understanding people - Finding the right fit For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times.

Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly.

What we talked about:

- Chris’s career and the greatest challenges and lessons from it

- Is growth more challenging than the tough times?

- Understanding people

- Finding the right fit

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 22 Jun 2021 20:55:00 +0000 Personiv Personiv 1928 Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly. What we talked about: - Chris’s career and the greatest challenges and lessons from it - Is growth more challenging than the tough times? - Understanding people - Finding the right fit For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly. What we talked about: - Chris’s career and the greatest challenges and lessons from it - Is growth more challenging than the tough times? - Understanding people - Finding the right fit For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Solve Problems, Not Symptoms w/Adam Porter https://podcasts.fame.so/e/28xwq1xn Solve Problems, Not Symptoms w/Adam Porter 54 No No 60m83lj1 Problem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly. What we talked about: - What makes a great problem-solver? - Problem-solving in action: people and processes - Solving the real issues, not just the symptoms - Dealing with organizational resistance Check out these resources we mentioned during the podcast: - Adam’s LinkedIn profile - Musselman & Hall Contractors’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Problem-solving is a critical skill that can always be improved upon.

Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly.

What we talked about:

- What makes a great problem-solver?

- Problem-solving in action: people and processes

- Solving the real issues, not just the symptoms

- Dealing with organizational resistance

Check out these resources we mentioned during the podcast:

- Adam’s LinkedIn profile

- Musselman & Hall Contractors’ website

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 15 Jun 2021 09:00:00 +0000 Personiv Personiv 1891 Problem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly. What we talked about: - What makes a great problem-solver? - Problem-solving in action: people and processes - Solving the real issues, not just the symptoms - Dealing with organizational resistance Check out these resources we mentioned during the podcast: - Adam’s LinkedIn profile - Musselman & Hall Contractors’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Problem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly. What we talked about: - What makes a great problem-solver? - Problem-solving in action: people and processes - Solving the real issues, not just the symptoms - Dealing with organizational resistance Check out these resources we mentioned during the podcast: - Adam’s LinkedIn profile - Musselman & Hall Contractors’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Property Accounting w/Katherine Jackson https://podcasts.fame.so/e/v85r7mwn Property Accounting w/Katherine Jackson 53 No No 81q95zj1 Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold. Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly. What we talked about: - Bayer’s latest projects and their financial approach to property development - Opportunities and challenges within property accounting - Finding the right people for the job - How real estate is changing Check out these resources we mentioned during the podcast: - Sidewalk Film Festival - Katherine’s LinkedIn profile - Bayer Properties’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold.

Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly.

What we talked about:

- Bayer’s latest projects and their financial approach to property development

- Opportunities and challenges within property accounting

- Finding the right people for the job

- How real estate is changing

Check out these resources we mentioned during the podcast:

- Sidewalk Film Festival

- Katherine’s LinkedIn profile

- Bayer Properties’ website

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 08 Jun 2021 09:00:00 +0000 Personiv Personiv 2529 Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold. Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly. What we talked about: - Bayer’s latest projects and their financial approach to property development - Opportunities and challenges within property accounting - Finding the right people for the job - How real estate is changing Check out these resources we mentioned during the podcast: - Sidewalk Film Festival - Katherine’s LinkedIn profile - Bayer Properties’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold. Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly. What we talked about: - Bayer’s latest projects and their financial approach to property development - Opportunities and challenges within property accounting - Finding the right people for the job - How real estate is changing Check out these resources we mentioned during the podcast: - Sidewalk Film Festival - Katherine’s LinkedIn profile - Bayer Properties’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No The Life of an Expatriate w/ John Kramer https://podcasts.fame.so/e/xn1w7jln The Life of an Expatriate w/ John Kramer 52 No No 703xy3v1 For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one. But being an expatriate isn’t without its challenges. On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States. And he had a lot to say about: - The pros and cons of expatriate work - Overcoming cultural barriers in the professional world - Hiring and leading a multinational team with competing cultural differences - Advice for those looking to land an expatriate role For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one.


But being an expatriate isn’t without its challenges.

On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States.

And he had a lot to say about:

- The pros and cons of expatriate work

- Overcoming cultural barriers in the professional world

- Hiring and leading a multinational team with competing cultural differences

- Advice for those looking to land an expatriate role

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 01 Jun 2021 16:15:00 +0000 Personiv Personiv 3052 For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one. But being an expatriate isn’t without its challenges. On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States. And he had a lot to say about: - The pros and cons of expatriate work - Overcoming cultural barriers in the professional world - Hiring and leading a multinational team with competing cultural differences - Advice for those looking to land an expatriate role For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one. But being an expatriate isn’t without its challenges. On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States. And he had a lot to say about: - The pros and cons of expatriate work - Overcoming cultural barriers in the professional world - Hiring and leading a multinational team with competing cultural differences - Advice for those looking to land an expatriate role For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No Leading Through Hyper-growth w/Victor Wong https://podcasts.fame.so/e/x8y54yw8 Leading Through Hyper-growth w/Victor Wong 51 No No l04y94k1 It’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage. What we talked about: - You don’t need everything figured out when you’re just starting up - Structures, processes, outsourcing and time management - How to manage uncertainty in a hyper-growth environment Check out these resources we mentioned during the podcast: - Victor’s LinkedIn profile - Flipp’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. It’s not always easy to lead a business through hyper-growth.

We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage.

What we talked about:

- You don’t need everything figured out when you’re just starting up

- Structures, processes, outsourcing and time management

- How to manage uncertainty in a hyper-growth environment

Check out these resources we mentioned during the podcast:

- Victor’s LinkedIn profile

- Flipp’s website

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 25 May 2021 18:51:00 +0000 Personiv Personiv 2875 It’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage. What we talked about: - You don’t need everything figured out when you’re just starting up - Structures, processes, outsourcing and time management - How to manage uncertainty in a hyper-growth environment Check out these resources we mentioned during the podcast: - Victor’s LinkedIn profile - Flipp’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. It’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage. What we talked about: - You don’t need everything figured out when you’re just starting up - Structures, processes, outsourcing and time management - How to manage uncertainty in a hyper-growth environment Check out these resources we mentioned during the podcast: - Victor’s LinkedIn profile - Flipp’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Understanding Iconoclasm w/ Tony Zorc https://podcasts.fame.so/e/rnk25928 Understanding Iconoclasm w/ Tony Zorc 50 No No 70wrkxr1 Challenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm. What we talked about: - What does it mean to be an iconoclast, and how do you become one? - The iconoclast formula, and how entrepreneurs can apply it. - Are iconoclasts always entrepreneurs, inventors or philanthropists? Check out these resources we mentioned during the podcast: - Tony’s LinkedIn profile - Accounting Seed’s website - Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony) - Tony’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Challenge. Design. Execute. You need all 3 to be an iconoclast.

In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm.

What we talked about:

- What does it mean to be an iconoclast, and how do you become one?

- The iconoclast formula, and how entrepreneurs can apply it.

- Are iconoclasts always entrepreneurs, inventors or philanthropists?

Check out these resources we mentioned during the podcast:

- Tony’s LinkedIn profile

- Accounting Seed’s website

- Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony)

- Tony’s website

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 18 May 2021 06:00:00 +0000 Personiv Personiv 2459 Challenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm. What we talked about: - What does it mean to be an iconoclast, and how do you become one? - The iconoclast formula, and how entrepreneurs can apply it. - Are iconoclasts always entrepreneurs, inventors or philanthropists? Check out these resources we mentioned during the podcast: - Tony’s LinkedIn profile - Accounting Seed’s website - Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony) - Tony’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Challenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm. What we talked about: - What does it mean to be an iconoclast, and how do you become one? - The iconoclast formula, and how entrepreneurs can apply it. - Are iconoclasts always entrepreneurs, inventors or philanthropists? Check out these resources we mentioned during the podcast: - Tony’s LinkedIn profile - Accounting Seed’s website - Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony) - Tony’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Mastering the Budget Cycle w/Clint Jackson https://podcasts.fame.so/e/489l3yzn Mastering the Budget Cycle w/Clint Jackson 49 No No v17j2yk0 How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process? If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry. Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages. Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process?

If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry.

Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages.

Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 11 May 2021 09:00:00 +0000 Personiv Personiv 1569 How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process? If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry. Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages. Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process? If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry. Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages. Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No Invest Where It Matters w/Magdalena Cleveland https://podcasts.fame.so/e/rn7625m8 Invest Where It Matters w/Magdalena Cleveland 48 No No k182p9w1 Change is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC. What we talked about: - Magdalena’s career journey and what BLVCKDOT has to offer - Why you shouldn’t change more than one major system at a time - Is the five-year-plan still a relevant question? - Magdalena’s learnings through seeking operational improvements - Deciding which projects deserve investment, and why automation isn’t always the answer - Pulling in the right people and overcoming resistance Check out these resources we mentioned during the podcast: - Magdalena’s LinkedIn profile - BLVCKDOT LLC’s website - Personiv’s website - Domo (analytics platform) - Tableau (analytics platform) - Power BI by Microsoft For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Change is constant, and it’s tough to decide where the energy in your business is best spent.

That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC.

What we talked about:

- Magdalena’s career journey and what BLVCKDOT has to offer

- Why you shouldn’t change more than one major system at a time

- Is the five-year-plan still a relevant question?

- Magdalena’s learnings through seeking operational improvements

- Deciding which projects deserve investment, and why automation isn’t always the answer

- Pulling in the right people and overcoming resistance

Check out these resources we mentioned during the podcast:

- Magdalena’s LinkedIn profile

- BLVCKDOT LLC’s website

- Personiv’s website

- Domo (analytics platform)

- Tableau (analytics platform)

- Power BI by Microsoft

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 04 May 2021 09:00:00 +0000 Personiv Personiv 2880 Change is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC. What we talked about: - Magdalena’s career journey and what BLVCKDOT has to offer - Why you shouldn’t change more than one major system at a time - Is the five-year-plan still a relevant question? - Magdalena’s learnings through seeking operational improvements - Deciding which projects deserve investment, and why automation isn’t always the answer - Pulling in the right people and overcoming resistance Check out these resources we mentioned during the podcast: - Magdalena’s LinkedIn profile - BLVCKDOT LLC’s website - Personiv’s website - Domo (analytics platform) - Tableau (analytics platform) - Power BI by Microsoft For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Change is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC. What we talked about: - Magdalena’s career journey and what BLVCKDOT has to offer - Why you shouldn’t change more than one major system at a time - Is the five-year-plan still a relevant question? - Magdalena’s learnings through seeking operational improvements - Deciding which projects deserve investment, and why automation isn’t always the answer - Pulling in the right people and overcoming resistance Check out these resources we mentioned during the podcast: - Magdalena’s LinkedIn profile - BLVCKDOT LLC’s website - Personiv’s website - Domo (analytics platform) - Tableau (analytics platform) - Power BI by Microsoft For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Cutting Costs w/ Ken Wentworth https://podcasts.fame.so/e/1npx5l1n Cutting Costs w/ Ken Wentworth 47 No No z0r5jzr1 Cost-cutting: nobody likes thinking or talking about it, let alone executing it. That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions. What we talked about: - Ken’s career progression, and defining the role ‘Fractional CFO’ - The importance of communication for career growth -How the accounting profession has evolved over the past decade - Cost-cutting: common mistakes and advice for avoiding them - Reviewing labor and benefit expenses - Avoiding the pitfall of carrying unnecessary expenses from year to year - What tools can you use to process cost-cutting? Check out these resources we mentioned during the podcast: - Ken’s LinkedIn profile - Mr. Biz Solutions’ website - Personiv’s website - Quickbooks For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Cost-cutting: nobody likes thinking or talking about it, let alone executing it.

That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions.

What we talked about:

- Ken’s career progression, and defining the role ‘Fractional CFO’

- The importance of communication for career growth

-How the accounting profession has evolved over the past decade

- Cost-cutting: common mistakes and advice for avoiding them

- Reviewing labor and benefit expenses

- Avoiding the pitfall of carrying unnecessary expenses from year to year

- What tools can you use to process cost-cutting?

Check out these resources we mentioned during the podcast:

- Ken’s LinkedIn profile

- Mr. Biz Solutions’ website

- Personiv’s website

- Quickbooks

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 27 Apr 2021 09:00:00 +0000 Personiv Personiv 2272 Cost-cutting: nobody likes thinking or talking about it, let alone executing it. That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions. What we talked about: - Ken’s career progression, and defining the role ‘Fractional CFO’ - The importance of communication for career growth -How the accounting profession has evolved over the past decade - Cost-cutting: common mistakes and advice for avoiding them - Reviewing labor and benefit expenses - Avoiding the pitfall of carrying unnecessary expenses from year to year - What tools can you use to process cost-cutting? Check out these resources we mentioned during the podcast: - Ken’s LinkedIn profile - Mr. Biz Solutions’ website - Personiv’s website - Quickbooks For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. Cost-cutting: nobody likes thinking or talking about it, let alone executing it. That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions. What we talked about: - Ken’s career progression, and defining the role ‘Fractional CFO’ - The importance of communication for career growth -How the accounting profession has evolved over the past decade - Cost-cutting: common mistakes and advice for avoiding them - Reviewing labor and benefit expenses - Avoiding the pitfall of carrying unnecessary expenses from year to year - What tools can you use to process cost-cutting? Check out these resources we mentioned during the podcast: - Ken’s LinkedIn profile - Mr. Biz Solutions’ website - Personiv’s website - Quickbooks For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player. No No Artificial Intelligence and the Evolution of the CFO w/ John Collins https://podcasts.fame.so/e/58zw0kln Artificial Intelligence and the Evolution of the CFO w/ John Collins 46 No No 81z3zxy0 It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust. And at the forefront of all of that innovation is artificial intelligence. AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is. But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO? On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging. Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust.

And at the forefront of all of that innovation is artificial intelligence.

AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is.


But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO?

On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging.


Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape.


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 20 Apr 2021 09:00:00 +0000 Personiv Personiv 2449 It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust. And at the forefront of all of that innovation is artificial intelligence. AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is. But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO? On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging. Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust. And at the forefront of all of that innovation is artificial intelligence. AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is. But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO? On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging. Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No Thinking Outside the Box about the CFO Role w/ Mike dePaschalis https://podcasts.fame.so/e/v8wwj5j8 Thinking Outside the Box about the CFO Role w/ Mike dePaschalis 45 No No 80xkvxv1 It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely different. Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO? On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely different.


Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO?

On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 13 Apr 2021 09:00:00 +0000 Personiv Personiv 834 It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely different. Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO? On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely different. Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO? On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No Managing Payroll w/ Charles Read https://podcasts.fame.so/e/p8lrwvz8 Managing Payroll w/ Charles Read 44 No No x1lw3z20 “Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C EO at GetPayroll. What we talked about: - Charles’ career progression and GetPayroll’s offering - What scale of company needs payroll-related services? - A decade of history, the current state and future of payroll - How tax changes affect payroll - Advice for CFOs managing payroll - Outsourcing payroll - Are clocks the best way to track time? - Pros and cons of on-demand pay - The gig economy and managing independent contractors Check out these resources we mentioned during the podcast: - The Payroll Book - Charles Read’s LinkedIn Profile - GetPayroll’s website - Personiv’s website For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! “Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read

Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C

EO at GetPayroll.

What we talked about:

- Charles’ career progression and GetPayroll’s offering

- What scale of company needs payroll-related services?

- A decade of history, the current state and future of payroll

- How tax changes affect payroll

- Advice for CFOs managing payroll

- Outsourcing payroll

- Are clocks the best way to track time?

- Pros and cons of on-demand pay

- The gig economy and managing independent contractors

Check out these resources we mentioned during the podcast:

- The Payroll Book

- Charles Read’s LinkedIn Profile

- GetPayroll’s website

- Personiv’s website

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 06 Apr 2021 09:00:00 +0000 Personiv Personiv 2831 “Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C EO at GetPayroll. What we talked about: - Charles’ career progression and GetPayroll’s offering - What scale of company needs payroll-related services? - A decade of history, the current state and future of payroll - How tax changes affect payroll - Advice for CFOs managing payroll - Outsourcing payroll - Are clocks the best way to track time? - Pros and cons of on-demand pay - The gig economy and managing independent contractors Check out these resources we mentioned during the podcast: - The Payroll Book - Charles Read’s LinkedIn Profile - GetPayroll’s website - Personiv’s website For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! “Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C EO at GetPayroll. What we talked about: - Charles’ career progression and GetPayroll’s offering - What scale of company needs payroll-related services? - A decade of history, the current state and future of payroll - How tax changes affect payroll - Advice for CFOs managing payroll - Outsourcing payroll - Are clocks the best way to track time? - Pros and cons of on-demand pay - The gig economy and managing independent contractors Check out these resources we mentioned during the podcast: - The Payroll Book - Charles Read’s LinkedIn Profile - GetPayroll’s website - Personiv’s website For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! No No Value Creation through Technology in Finance w/ Arno Wakfer https://podcasts.fame.so/e/xnvw6x28 Value Creation through Technology in Finance w/ Arno Wakfer 43 No No 71yvzxk0 Finance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and learning has become a lifelong journey. On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations. We also talked about: - Breaking down silos across all areas of your business - Promoting financial literacy across communities - How can leaders create value within their organization - Why data visualization is critical for storytelling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Finance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and learning has become a lifelong journey.

On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations.

We also talked about:

- Breaking down silos across all areas of your business

- Promoting financial literacy across communities

- How can leaders create value within their organization

- Why data visualization is critical for storytelling

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 30 Mar 2021 09:00:00 +0000 Personiv Personiv 1307 Finance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and learning has become a lifelong journey. On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations. We also talked about: - Breaking down silos across all areas of your business - Promoting financial literacy across communities - How can leaders create value within their organization - Why data visualization is critical for storytelling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Finance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and learning has become a lifelong journey. On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations. We also talked about: - Breaking down silos across all areas of your business - Promoting financial literacy across communities - How can leaders create value within their organization - Why data visualization is critical for storytelling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! No No Why an Interim CFO May be Right for You w/Kristen McAlister https://podcasts.fame.so/e/182m7q3n Why an Interim CFO May be Right for You w/Kristen McAlister 42 No No 209yn5z0 As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals. On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions. Our conversation centered around: - The difference between an interim CFO and a fractional CFO - What firms are looking for when hiring an interim CFO - How to best market yourself for your next opportunity as an interim CFO - Why there is so much movement in the leadership space, specifically in the finance field For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. As we see more and more volatility in the financial world, more and more companies are being bought and sold.

And with the buying and selling of all of these companies comes the change of talent.

For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals.

On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions.

Our conversation centered around:

- The difference between an interim CFO and a fractional CFO

- What firms are looking for when hiring an interim CFO

- How to best market yourself for your next opportunity as an interim CFO

- Why there is so much movement in the leadership space, specifically in the finance field

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 23 Mar 2021 16:23:00 +0000 Personiv Personiv 1445 As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals. On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions. Our conversation centered around: - The difference between an interim CFO and a fractional CFO - What firms are looking for when hiring an interim CFO - How to best market yourself for your next opportunity as an interim CFO - Why there is so much movement in the leadership space, specifically in the finance field For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals. On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions. Our conversation centered around: - The difference between an interim CFO and a fractional CFO - What firms are looking for when hiring an interim CFO - How to best market yourself for your next opportunity as an interim CFO - Why there is so much movement in the leadership space, specifically in the finance field For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No The Life and Career of a Controller: What You Need to Know w/Coulson Painter https://podcasts.fame.so/e/6nr4vqrn The Life and Career of a Controller: What You Need to Know w/Coulson Painter 41 No No 81595w61 One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today.


And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix.


Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 09 Mar 2021 10:00:00 +0000 Personiv Personiv 2886 One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No From Big Companies to Small: The CFO Role Unpacked w/Jeff Lasher https://podcasts.fame.so/e/1n3vp438 From Big Companies to Small: The CFO Role Unpacked w/Jeff Lasher 40 No No m1jrlzp1 As we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or small companies back to larger companies. And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place. On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company. Our conversation touched on: The most challenging and rewarding parts of moving from large to small companies Advice for successfully transitioning from one to the other What he looks for in building a successful team Why mentorship is so crucial to professional development. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. As we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or small companies back to larger companies.


And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place.

On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company.

Our conversation touched on:

  • The most challenging and rewarding parts of moving from large to small companies
  • Advice for successfully transitioning from one to the other
  • What he looks for in building a successful team
  • Why mentorship is so crucial to professional development.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 02 Mar 2021 10:00:00 +0000 Personiv Personiv 2357 As we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or small companies back to larger companies. And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place. On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company. Our conversation touched on: The most challenging and rewarding parts of moving from large to small companies Advice for successfully transitioning from one to the other What he looks for in building a successful team Why mentorship is so crucial to professional development. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. As we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or small companies back to larger companies. And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place. On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company. Our conversation touched on: The most challenging and rewarding parts of moving from large to small companies Advice for successfully transitioning from one to the other What he looks for in building a successful team Why mentorship is so crucial to professional development. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No Megan’s Career Journey w/Megan Weis https://podcasts.fame.so/e/2n63vxx8 Megan’s Career Journey w/Megan Weis 39 No No j02x3qq0 Every week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks, and get some great advice on how to navigate the finance industry, especially in the crazy times we’re going through right now. Megan always asks her guests, “How did you get to where you are today?” But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way? On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. Every week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks, and get some great advice on how to navigate the finance industry, especially in the crazy times we’re going through right now. Megan always asks her guests, “How did you get to where you are today?”


But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way?

On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 23 Feb 2021 10:00:00 +0000 Personiv Personiv 502 Every week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks, and get some great advice on how to navigate the finance industry, especially in the crazy times we’re going through right now. Megan always asks her guests, “How did you get to where you are today?” But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way? On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. Every week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks, and get some great advice on how to navigate the finance industry, especially in the crazy times we’re going through right now. Megan always asks her guests, “How did you get to where you are today?” But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way? On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. No No 2020: Maybe it Wasn’t All Bad w/ Liz Hosman https://podcasts.fame.so/e/08jv5k38 2020: Maybe it Wasn’t All Bad w/ Liz Hosman 38 No No 41py9zj0 With 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult year for a lot of people, but maybe it wasn’t all bad. Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought. On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors. Our conversation centered on The challenges faced in 2020 How those challenges altered the landscape of her organization How she and her team plan to keep the positive changes going into 2021 and beyond. Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.  With 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult year for a lot of people, but maybe it wasn’t all bad.

Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought.


On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors.

Our conversation centered on

  • The challenges faced in 2020
  • How those challenges altered the landscape of her organization
  • How she and her team plan to keep the positive changes going into 2021 and beyond.
  • Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 16 Feb 2021 10:30:00 +0000 Personiv Personiv 1271 With 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult year for a lot of people, but maybe it wasn’t all bad. Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought. On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors. Our conversation centered on The challenges faced in 2020 How those challenges altered the landscape of her organization How she and her team plan to keep the positive changes going into 2021 and beyond. Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.  With 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult year for a lot of people, but maybe it wasn’t all bad. Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought. On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors. Our conversation centered on The challenges faced in 2020 How those challenges altered the landscape of her organization How she and her team plan to keep the positive changes going into 2021 and beyond. Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.  No No Why You Need to Become a Storyteller w/ Liz Barhydt https://podcasts.fame.so/e/l8q45jmn Why You Need to Become a Storyteller w/ Liz Barhydt 37 No No 80nx3z60 When you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance professionals want to report the numbers, and then continue on with their lives. But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now? On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.  When you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance professionals want to report the numbers, and then continue on with their lives.


But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now?

On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 09 Feb 2021 22:00:00 +0000 Personiv Personiv 1709 When you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance professionals want to report the numbers, and then continue on with their lives. But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now? On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.  When you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance professionals want to report the numbers, and then continue on with their lives. But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now? On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.  No No Coming Through the COVID-19 Pandemic Stronger than Before w/ Macy Macaskill https://podcasts.fame.so/e/m8427018 Coming Through the COVID-19 Pandemic Stronger than Before w/ Macy Macaskill 36 No No x165j7q0 There’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the ensuing reduction in revenue. And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed. But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021. Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly  There’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the ensuing reduction in revenue.

And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed.

But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021.

Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly
 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 02 Feb 2021 11:00:00 +0000 Personiv Personiv 1824 There’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the ensuing reduction in revenue. And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed. But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021. Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly  There’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the ensuing reduction in revenue. And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed. But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021. Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly  No No Building a Better Relationship Between Finance and Operations https://podcasts.fame.so/e/qn0mz678 Building a Better Relationship Between Finance and Operations 35 No No p1kk3zw1 Finance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a huge increase in the way that CFOs interact with and support the various lines of business, particularly with the operations teams. But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead? On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around: How finance can foster a better relationship with the operations teams Why communication cannot be underestimated Why you can’t worry about being the bad guy, or the good guy. Helping the operations team to make sense of the financial side of the business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Finance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a huge increase in the way that CFOs interact with and support the various lines of business, particularly with the operations teams.

But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead?

On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world.

Our conversation centered around:

  • How finance can foster a better relationship with the operations teams
  • Why communication cannot be underestimated
  • Why you can’t worry about being the bad guy, or the good guy.
  • Helping the operations team to make sense of the financial side of the business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 26 Jan 2021 10:00:00 +0000 Personiv Personiv 1280 Finance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a huge increase in the way that CFOs interact with and support the various lines of business, particularly with the operations teams. But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead? On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around: How finance can foster a better relationship with the operations teams Why communication cannot be underestimated Why you can’t worry about being the bad guy, or the good guy. Helping the operations team to make sense of the financial side of the business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Finance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a huge increase in the way that CFOs interact with and support the various lines of business, particularly with the operations teams. But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead? On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around: How finance can foster a better relationship with the operations teams Why communication cannot be underestimated Why you can’t worry about being the bad guy, or the good guy. Helping the operations team to make sense of the financial side of the business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly No No Managing an Engaged Remote Workforce w/ Mike Gilmartin https://podcasts.fame.so/e/pnm3kq4n Managing an Engaged Remote Workforce w/ Mike Gilmartin 34 No No 71vk6vm0 Working remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into the office, and there are those that have worked remotely for their entire careers, but for most of us, fully remote work is new. And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations. Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on Managing a remote workforce Changes you may need to make in order to accommodate a fully remote staff How to keep remote employees engaged Making sure that employees stay visible to their managers during remote workFor more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv  Working remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into the office, and there are those that have worked remotely for their entire careers, but for most of us, fully remote work is new.

And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations.


Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on

  • Managing a remote workforce
  • Changes you may need to make in order to accommodate a fully remote staff
  • How to keep remote employees engaged
  • Making sure that employees stay visible to their managers during remote work
    For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

    Presented by Personiv
     
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 19 Jan 2021 17:16:00 +0000 Personiv Personiv 1582 Working remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into the office, and there are those that have worked remotely for their entire careers, but for most of us, fully remote work is new. And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations. Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on Managing a remote workforce Changes you may need to make in order to accommodate a fully remote staff How to keep remote employees engaged Making sure that employees stay visible to their managers during remote workFor more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv  Working remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into the office, and there are those that have worked remotely for their entire careers, but for most of us, fully remote work is new. And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations. Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on Managing a remote workforce Changes you may need to make in order to accommodate a fully remote staff How to keep remote employees engaged Making sure that employees stay visible to their managers during remote workFor more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv  No No Break Down the Silos and Help Your Team Succeed w/ David Burt https://podcasts.fame.so/e/2nxwqlx8 Break Down the Silos and Help Your Team Succeed w/ David Burt 33 No No 61m83yj0 It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless there’s an issue. But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization. On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses. David had a lot to say about: How to begin breaking down the silos within your finance organization The things you should look for when assembling a high-performing team Why you shouldn’t innovate just for the sake of innovation How to ensure that your finance team is helping the organization succeed, not hindering its growthFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless there’s an issue.

But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization.

On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses.


David had a lot to say about:

  • How to begin breaking down the silos within your finance organization
  • The things you should look for when assembling a high-performing team
  • Why you shouldn’t innovate just for the sake of innovation
  • How to ensure that your finance team is helping the organization succeed, not hindering its growth


    For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

    Presented by Personiv
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 12 Jan 2021 05:00:00 +0000 Personiv Personiv 2641 It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless there’s an issue. But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization. On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses. David had a lot to say about: How to begin breaking down the silos within your finance organization The things you should look for when assembling a high-performing team Why you shouldn’t innovate just for the sake of innovation How to ensure that your finance team is helping the organization succeed, not hindering its growthFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless there’s an issue. But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization. On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses. David had a lot to say about: How to begin breaking down the silos within your finance organization The things you should look for when assembling a high-performing team Why you shouldn’t innovate just for the sake of innovation How to ensure that your finance team is helping the organization succeed, not hindering its growthFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Mergers & Acquisitions in 2021 and Beyond w/ Steven Nutt https://podcasts.fame.so/e/vn5r72w8 Mergers & Acquisitions in 2021 and Beyond w/ Steven Nutt 32 No No 80q952j0 It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off strong, by March, M&A had all but come to a screeching halt. What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about The M&A outlook for 2021 How buyers can properly value targets How sellers can position themselves to command a top price. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off strong, by March, M&A had all but come to a screeching halt.

What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about

  • The M&A outlook for 2021
  • How buyers can properly value targets
  • How sellers can position themselves to command a top price.

    For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

    Presented by Personiv
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 05 Jan 2021 05:00:00 +0000 Personiv Personiv 2127 It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off strong, by March, M&A had all but come to a screeching halt. What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about The M&A outlook for 2021 How buyers can properly value targets How sellers can position themselves to command a top price. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off strong, by March, M&A had all but come to a screeching halt. What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about The M&A outlook for 2021 How buyers can properly value targets How sellers can position themselves to command a top price. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Staffing Firms: The Benefits, Challenges & Reasons for Using One w/ Steve Casey https://podcasts.fame.so/e/x81w7kl8 Staffing Firms: The Benefits, Challenges & Reasons for Using One w/ Steve Casey 31 No No 713xymv0 On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history. Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency? This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation. We talked about: Steve’s background in staffing and what led him to be so passionate about recruiting The benefits of using a staffing agency, as well as the challenges The difference between staffing and outsourcingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history.

Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency?

This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation.

We talked about:

  • Steve’s background in staffing and what led him to be so passionate about recruiting
  • The benefits of using a staffing agency, as well as the challenges
  • The difference between staffing and outsourcing


    For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

    Presented by Personiv
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 29 Dec 2020 05:00:00 +0000 Personiv Personiv 2160 On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history. Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency? This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation. We talked about: Steve’s background in staffing and what led him to be so passionate about recruiting The benefits of using a staffing agency, as well as the challenges The difference between staffing and outsourcingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history. Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency? This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation. We talked about: Steve’s background in staffing and what led him to be so passionate about recruiting The benefits of using a staffing agency, as well as the challenges The difference between staffing and outsourcingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No The Past, Present, & Future of Accounting w/ Glen Parrillo https://podcasts.fame.so/e/xny542wn The Past, Present, & Future of Accounting w/ Glen Parrillo 30 No No l14y9qk0 The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on where we’ve been, and where we’re going. On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around: The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years How to get the most out of automation in your organization, and why automation is nothing to be afraid of. How to prepare for 2021 and the future of accountingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on where we’ve been, and where we’re going.

On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around:

  • The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years
  • How to get the most out of automation in your organization, and why automation is nothing to be afraid of.
  • How to prepare for 2021 and the future of accounting

    For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

    Presented by Personiv
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 22 Dec 2020 05:00:00 +0000 Personiv Personiv 3149 The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on where we’ve been, and where we’re going. On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around: The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years How to get the most out of automation in your organization, and why automation is nothing to be afraid of. How to prepare for 2021 and the future of accountingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on where we’ve been, and where we’re going. On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around: The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years How to get the most out of automation in your organization, and why automation is nothing to be afraid of. How to prepare for 2021 and the future of accountingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Managing Working Capital During Unpredictable Times w/ Peter Woolery https://podcasts.fame.so/e/r8k2562n Managing Working Capital During Unpredictable Times w/ Peter Woolery 29 No No 71wrkmr0 The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex. How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable? On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team. Our conversion centered around: His journey from cleaning floors to being the CFO The ways that Summit has had to adjust to a 700% increase in online sales in 2020 Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow The one positive thing that Peter and his team have gained out of the COVID-19 pandemicFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex.

How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable?

On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team.

Our conversion centered around:

  • His journey from cleaning floors to being the CFO
  • The ways that Summit has had to adjust to a 700% increase in online sales in 2020
  • Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow
  • The one positive thing that Peter and his team have gained out of the COVID-19 pandemic

    For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

    Presented by Personiv
Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 15 Dec 2020 05:00:00 +0000 Personiv Personiv 1549 The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex. How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable? On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team. Our conversion centered around: His journey from cleaning floors to being the CFO The ways that Summit has had to adjust to a 700% increase in online sales in 2020 Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow The one positive thing that Peter and his team have gained out of the COVID-19 pandemicFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex. How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable? On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team. Our conversion centered around: His journey from cleaning floors to being the CFO The ways that Summit has had to adjust to a 700% increase in online sales in 2020 Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow The one positive thing that Peter and his team have gained out of the COVID-19 pandemicFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Maintaining Good Mental Health During the 2020 Holiday Season w/ David Butler https://podcasts.fame.so/e/4n9l3jz8 Maintaining Good Mental Health During the 2020 Holiday Season w/ David Butler 28 No No v07j2wk1 2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind. In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv 2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind.

In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

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If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 08 Dec 2020 05:00:00 +0000 Personiv Personiv 1050 2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind. In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv 2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind. In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No For-Profit Skills in a Nonprofit World w/ James Schleck https://podcasts.fame.so/e/r87623mn For-Profit Skills in a Nonprofit World w/ James Schleck 27 No No k082p7w0 No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world. But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist. Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe. Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world. He talked with us about: The migration from for-profit to nonprofit What it means for nonprofits to level up Why you should be focusing on Human-Centered Design. How his organization is committed to eradicating homelessnes across the country As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world.

But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist.


Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe.

Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world.

He talked with us about:

  • The migration from for-profit to nonprofit
  • What it means for nonprofits to level up
  • Why you should be focusing on Human-Centered Design.
  • How his organization is committed to eradicating homelessnes across the country

As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 01 Dec 2020 05:00:00 +0000 Personiv Personiv 2440 No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world. But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist. Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe. Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world. He talked with us about: The migration from for-profit to nonprofit What it means for nonprofits to level up Why you should be focusing on Human-Centered Design. How his organization is committed to eradicating homelessnes across the country As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world. But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist. Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe. Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world. He talked with us about: The migration from for-profit to nonprofit What it means for nonprofits to level up Why you should be focusing on Human-Centered Design. How his organization is committed to eradicating homelessnes across the country As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No The Future of Accounting in 2021: Our Top 5 Predictions w/ Megan Weis https://podcasts.fame.so/e/18px5m18 The Future of Accounting in 2021: Our Top 5 Predictions w/ Megan Weis 26 No No z1r5jpr0 2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs. Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv 2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception.

Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs.

Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 17 Nov 2020 05:00:00 +0000 Personiv Personiv 1031 2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs. Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv 2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs. Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Being a CFO at a PE Backed Company: What You Should Know w/ Kerem Bolukbasi https://podcasts.fame.so/e/5nzw0rl8 Being a CFO at a PE Backed Company: What You Should Know w/ Kerem Bolukbasi 25 No No 80z3z4y1 If you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company. Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit. On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv If you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company.

Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit.

On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones.


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 10 Nov 2020 05:00:00 +0000 Personiv Personiv 1997 If you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company. Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit. On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv If you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company. Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit. On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No From Reseller to Manufacturer: What You Need to Know w/ Rick Mills https://podcasts.fame.so/e/vnwwj7jn From Reseller to Manufacturer: What You Need to Know w/ Rick Mills 24 No No 81xkvqv0 One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product. With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition. That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product.

With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition.

That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 03 Nov 2020 06:00:00 +0000 Personiv Personiv 889 One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product. With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition. That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product. With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition. That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Navigating the Nonprofit World w/ Ed Goble https://podcasts.fame.so/e/pnlrwjzn Navigating the Nonprofit World w/ Ed Goble 23 No No x0lw3l21 Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living.  Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work.  And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits.  Ed was kind enough to talk with us all about  His advice when considering a career change into the nonprofit world Why there is no specific personality type that works best with a nonprofit The biggest differences in the nonprofit and for-profit sectors How to build and establish relationships in the nonprofit world For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living. 


Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work. 

And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits. 

Ed was kind enough to talk with us all about 

  • His advice when considering a career change into the nonprofit world
  • Why there is no specific personality type that works best with a nonprofit
  • The biggest differences in the nonprofit and for-profit sectors
  • How to build and establish relationships in the nonprofit world


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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]]> Tue, 27 Oct 2020 04:00:00 +0000 Personiv Personiv 1760 Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living.  Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work.  And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits.  Ed was kind enough to talk with us all about  His advice when considering a career change into the nonprofit world Why there is no specific personality type that works best with a nonprofit The biggest differences in the nonprofit and for-profit sectors How to build and establish relationships in the nonprofit world For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living.  Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work.  And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits.  Ed was kind enough to talk with us all about  His advice when considering a career change into the nonprofit world Why there is no specific personality type that works best with a nonprofit The biggest differences in the nonprofit and for-profit sectors How to build and establish relationships in the nonprofit world For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Going from a Startup to a Mature Company: The Do’s & Don’ts w/ Olga Shevorenkova https://podcasts.fame.so/e/x8vw692n Going from a Startup to a Mature Company: The Do’s & Don’ts w/ Olga Shevorenkova 22 No No 70yvz3k1 A lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and convincing them that your company is worth their investment.  Maybe you’re an infrastructure company who’s focused on technology, which causes the tech investors to view you as too boring for an investment, and the infrastructure companies to view you as too high of a risk.  So what do you do as a CFO looking to raise capital, and take your company from a startup to a successful established company? What are the pitfalls, and what should you avoid? What should you be focusing on?  On this episode of CFO Weekly, we sit down with Olga Shevorenkova. Olga is the Chief Financial Officer at EVgo. EVgo is a builder, owner, & operator of fast-charging infrastructure for electric vehicles, and they’ve gone from a startup to the largest US public fast charging network for electric vehicles. Olga had a lot of great things to say about her experiences raising capital for EVgo, her advice for companies that don’t fit into a single vertical industry, what it takes to make it to the fifth year as a startup, and advice for CFOs looking to move their companies from startups to established businesses.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  Presented by Personiv A lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and convincing them that your company is worth their investment. 

Maybe you’re an infrastructure company who’s focused on technology, which causes the tech investors to view you as too boring for an investment, and the infrastructure companies to view you as too high of a risk. 

So what do you do as a CFO looking to raise capital, and take your company from a startup to a successful established company? What are the pitfalls, and what should you avoid? What should you be focusing on? 

On this episode of CFO Weekly, we sit down with Olga Shevorenkova. Olga is the Chief Financial Officer at EVgo. EVgo is a builder, owner, & operator of fast-charging infrastructure for electric vehicles, and they’ve gone from a startup to the largest US public fast charging network for electric vehicles.

Olga had a lot of great things to say about her experiences raising capital for EVgo, her advice for companies that don’t fit into a single vertical industry, what it takes to make it to the fifth year as a startup, and advice for CFOs looking to move their companies from startups to established businesses. 


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 20 Oct 2020 04:00:00 +0000 Personiv Personiv 1584 A lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and convincing them that your company is worth their investment.  Maybe you’re an infrastructure company who’s focused on technology, which causes the tech investors to view you as too boring for an investment, and the infrastructure companies to view you as too high of a risk.  So what do you do as a CFO looking to raise capital, and take your company from a startup to a successful established company? What are the pitfalls, and what should you avoid? What should you be focusing on?  On this episode of CFO Weekly, we sit down with Olga Shevorenkova. Olga is the Chief Financial Officer at EVgo. EVgo is a builder, owner, & operator of fast-charging infrastructure for electric vehicles, and they’ve gone from a startup to the largest US public fast charging network for electric vehicles. Olga had a lot of great things to say about her experiences raising capital for EVgo, her advice for companies that don’t fit into a single vertical industry, what it takes to make it to the fifth year as a startup, and advice for CFOs looking to move their companies from startups to established businesses.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  Presented by Personiv A lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and convincing them that your company is worth their investment.  Maybe you’re an infrastructure company who’s focused on technology, which causes the tech investors to view you as too boring for an investment, and the infrastructure companies to view you as too high of a risk.  So what do you do as a CFO looking to raise capital, and take your company from a startup to a successful established company? What are the pitfalls, and what should you avoid? What should you be focusing on?  On this episode of CFO Weekly, we sit down with Olga Shevorenkova. Olga is the Chief Financial Officer at EVgo. EVgo is a builder, owner, & operator of fast-charging infrastructure for electric vehicles, and they’ve gone from a startup to the largest US public fast charging network for electric vehicles. Olga had a lot of great things to say about her experiences raising capital for EVgo, her advice for companies that don’t fit into a single vertical industry, what it takes to make it to the fifth year as a startup, and advice for CFOs looking to move their companies from startups to established businesses.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  Presented by Personiv No No Unpacking the Latest Deloitte CFO SignalsTM Survey w/ Steve Gallucci https://podcasts.fame.so/e/1n2m7938 Unpacking the Latest Deloitte CFO SignalsTM Survey w/ Steve Gallucci 21 No No 219yn8z1 Every quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the direction of the economy, trends they see in their respective industries, and projections of the future state of finance. It’s a report full of fascinating insights, trends, and projections, and you can download the Q3 high-level report here.  On this episode of CFO Weekly, we were fortunate enough to spend a few minutes with Steve Gallucci, who is a managing partner at Deloitte, to talk all about  -The results of the quarterly CFO survey -When CFOs think the economy may start to bounce back -Some of the industry shifts that have been driven by the COVID-19 pandemic For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Every quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the direction of the economy, trends they see in their respective industries, and projections of the future state of finance.

It’s a report full of fascinating insights, trends, and projections, and you can download the Q3 high-level report here. 

On this episode of CFO Weekly, we were fortunate enough to spend a few minutes with Steve Gallucci, who is a managing partner at Deloitte, to talk all about 

-The results of the quarterly CFO survey

-When CFOs think the economy may start to bounce back

-Some of the industry shifts that have been driven by the COVID-19 pandemic


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 13 Oct 2020 05:00:00 +0000 Personiv Personiv 964 Every quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the direction of the economy, trends they see in their respective industries, and projections of the future state of finance. It’s a report full of fascinating insights, trends, and projections, and you can download the Q3 high-level report here.  On this episode of CFO Weekly, we were fortunate enough to spend a few minutes with Steve Gallucci, who is a managing partner at Deloitte, to talk all about  -The results of the quarterly CFO survey -When CFOs think the economy may start to bounce back -Some of the industry shifts that have been driven by the COVID-19 pandemic For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Every quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the direction of the economy, trends they see in their respective industries, and projections of the future state of finance. It’s a report full of fascinating insights, trends, and projections, and you can download the Q3 high-level report here.  On this episode of CFO Weekly, we were fortunate enough to spend a few minutes with Steve Gallucci, who is a managing partner at Deloitte, to talk all about  -The results of the quarterly CFO survey -When CFOs think the economy may start to bounce back -Some of the industry shifts that have been driven by the COVID-19 pandemic For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Emotional Intelligence and the High Performing Team w/ Larry Chillemi https://podcasts.fame.so/e/68r4v5r8 Emotional Intelligence and the High Performing Team w/ Larry Chillemi 20 No No 80595360 As we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. Several large companies have moved to a permanent remote workforce, or at least allowed their employees the choice of whether they want a traditional working situation, or to remain working from home.  And in the midst of all of this uncertainty, it’s more important than ever before to keep your high performing teams motivated, connected, and inspired. But how do you do that? What does it take to keep a high performing team operating at peak efficiency while working remotely?  On this episode of The CFO Weekly, we talk to Larry Chillemi. Larry is the Chief Financial Officer at Grow West, and our conversation centered around  -The importance of emotional intelligence -Keeping your high performing teams motivated -Tips for showing appreciation and recognition to your team -How technology is going to shape the future of accounting.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv As we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. Several large companies have moved to a permanent remote workforce, or at least allowed their employees the choice of whether they want a traditional working situation, or to remain working from home. 

And in the midst of all of this uncertainty, it’s more important than ever before to keep your high performing teams motivated, connected, and inspired. But how do you do that? What does it take to keep a high performing team operating at peak efficiency while working remotely? 

On this episode of The CFO Weekly, we talk to Larry Chillemi. Larry is the Chief Financial Officer at Grow West, and our conversation centered around 

-The importance of emotional intelligence

-Keeping your high performing teams motivated

-Tips for showing appreciation and recognition to your team

-How technology is going to shape the future of accounting. 


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 06 Oct 2020 05:00:00 +0000 Personiv Personiv 2202 As we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. Several large companies have moved to a permanent remote workforce, or at least allowed their employees the choice of whether they want a traditional working situation, or to remain working from home.  And in the midst of all of this uncertainty, it’s more important than ever before to keep your high performing teams motivated, connected, and inspired. But how do you do that? What does it take to keep a high performing team operating at peak efficiency while working remotely?  On this episode of The CFO Weekly, we talk to Larry Chillemi. Larry is the Chief Financial Officer at Grow West, and our conversation centered around  -The importance of emotional intelligence -Keeping your high performing teams motivated -Tips for showing appreciation and recognition to your team -How technology is going to shape the future of accounting.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv As we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. Several large companies have moved to a permanent remote workforce, or at least allowed their employees the choice of whether they want a traditional working situation, or to remain working from home.  And in the midst of all of this uncertainty, it’s more important than ever before to keep your high performing teams motivated, connected, and inspired. But how do you do that? What does it take to keep a high performing team operating at peak efficiency while working remotely?  On this episode of The CFO Weekly, we talk to Larry Chillemi. Larry is the Chief Financial Officer at Grow West, and our conversation centered around  -The importance of emotional intelligence -Keeping your high performing teams motivated -Tips for showing appreciation and recognition to your team -How technology is going to shape the future of accounting.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Zero Based Budgeting: What is it and Why Should You Care? w/ Adanma Akujieze https://podcasts.fame.so/e/183vp73n Zero Based Budgeting: What is it and Why Should You Care? w/ Adanma Akujieze 19 No No m0jrlwp0 We’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting? So often, the budgeting process is simply looking at the prior year’s budget, adding a little bit of inflation room onto it, and moving forward, never really stopping to sit back and ask ourselves WHY we are spending the dollars that we are.  And if the COVD-19 pandemic has taught us anything, it’s that we can likely make do without a lot of the things that we were spending an awful lot of money on before the pandemic hit. Things like travel, entertainment, being more intentional about where we’re spending technology dollars.  Which is why this week’s guest is the perfect person to address what is known as “Zero Based Budgeting,” or ZBB. Adanma Akujieze is the Chief Financial Officer at Larson Design Group, and has been instrumental in adapting the ZBB method on her team. She was kind enough to sit down and discuss:  -What is ZBB and why should you care about it?  -The advantages of ZBB during and after the pandemic  -How to make ZBB work for you -How you may be implementing the ZBB mindset without even knowing it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv We’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting?

So often, the budgeting process is simply looking at the prior year’s budget, adding a little bit of inflation room onto it, and moving forward, never really stopping to sit back and ask ourselves WHY we are spending the dollars that we are. 

And if the COVD-19 pandemic has taught us anything, it’s that we can likely make do without a lot of the things that we were spending an awful lot of money on before the pandemic hit. Things like travel, entertainment, being more intentional about where we’re spending technology dollars. 

Which is why this week’s guest is the perfect person to address what is known as “Zero Based Budgeting,” or ZBB. Adanma Akujieze is the Chief Financial Officer at Larson Design Group, and has been instrumental in adapting the ZBB method on her team. She was kind enough to sit down and discuss: 

-What is ZBB and why should you care about it? 

-The advantages of ZBB during and after the pandemic 

-How to make ZBB work for you

-How you may be implementing the ZBB mindset without even knowing it.


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 29 Sep 2020 05:30:00 +0000 Personiv Personiv 1419 We’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting? So often, the budgeting process is simply looking at the prior year’s budget, adding a little bit of inflation room onto it, and moving forward, never really stopping to sit back and ask ourselves WHY we are spending the dollars that we are.  And if the COVD-19 pandemic has taught us anything, it’s that we can likely make do without a lot of the things that we were spending an awful lot of money on before the pandemic hit. Things like travel, entertainment, being more intentional about where we’re spending technology dollars.  Which is why this week’s guest is the perfect person to address what is known as “Zero Based Budgeting,” or ZBB. Adanma Akujieze is the Chief Financial Officer at Larson Design Group, and has been instrumental in adapting the ZBB method on her team. She was kind enough to sit down and discuss:  -What is ZBB and why should you care about it?  -The advantages of ZBB during and after the pandemic  -How to make ZBB work for you -How you may be implementing the ZBB mindset without even knowing it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv We’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting? So often, the budgeting process is simply looking at the prior year’s budget, adding a little bit of inflation room onto it, and moving forward, never really stopping to sit back and ask ourselves WHY we are spending the dollars that we are.  And if the COVD-19 pandemic has taught us anything, it’s that we can likely make do without a lot of the things that we were spending an awful lot of money on before the pandemic hit. Things like travel, entertainment, being more intentional about where we’re spending technology dollars.  Which is why this week’s guest is the perfect person to address what is known as “Zero Based Budgeting,” or ZBB. Adanma Akujieze is the Chief Financial Officer at Larson Design Group, and has been instrumental in adapting the ZBB method on her team. She was kind enough to sit down and discuss:  -What is ZBB and why should you care about it?  -The advantages of ZBB during and after the pandemic  -How to make ZBB work for you -How you may be implementing the ZBB mindset without even knowing it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Social Impact Companies w/ Julian Love https://podcasts.fame.so/e/2863vrxn Social Impact Companies w/ Julian Love 18 No No j12x3vq1 These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact on the companies that stayed quiet.  Customers are paying attention to what companies are saying and doing, or not saying and doing, and particularly the younger generations are wanting to feel like the companies they’re doing business with are committed to making the world a better place. But how does a company both deliver value to its shareholders and make a positive social impact at the same time? Is that even possible? Or are the two mutually exclusive?  On this episode of the CFO Weekly podcast we talk with Julian Love, Chief Business Officer at St. HOPE, an organization whose mission is to transform Oak Park Sacramento through public education & economic development. We talked about:  -What a social impact company is -Why they matter -Why companies are shifting their focus towards being socially impactful -Why the younger generations are driving this change.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact on the companies that stayed quiet. 

Customers are paying attention to what companies are saying and doing, or not saying and doing, and particularly the younger generations are wanting to feel like the companies they’re doing business with are committed to making the world a better place.


But how does a company both deliver value to its shareholders and make a positive social impact at the same time? Is that even possible? Or are the two mutually exclusive? 

On this episode of the CFO Weekly podcast we talk with Julian Love, Chief Business Officer at St. HOPE, an organization whose mission is to transform Oak Park Sacramento through public education & economic development. We talked about: 

-What a social impact company is

-Why they matter

-Why companies are shifting their focus towards being socially impactful

-Why the younger generations are driving this change. 


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 22 Sep 2020 05:00:00 +0000 Personiv Personiv 1013 These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact on the companies that stayed quiet.  Customers are paying attention to what companies are saying and doing, or not saying and doing, and particularly the younger generations are wanting to feel like the companies they’re doing business with are committed to making the world a better place. But how does a company both deliver value to its shareholders and make a positive social impact at the same time? Is that even possible? Or are the two mutually exclusive?  On this episode of the CFO Weekly podcast we talk with Julian Love, Chief Business Officer at St. HOPE, an organization whose mission is to transform Oak Park Sacramento through public education & economic development. We talked about:  -What a social impact company is -Why they matter -Why companies are shifting their focus towards being socially impactful -Why the younger generations are driving this change.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact on the companies that stayed quiet.  Customers are paying attention to what companies are saying and doing, or not saying and doing, and particularly the younger generations are wanting to feel like the companies they’re doing business with are committed to making the world a better place. But how does a company both deliver value to its shareholders and make a positive social impact at the same time? Is that even possible? Or are the two mutually exclusive?  On this episode of the CFO Weekly podcast we talk with Julian Love, Chief Business Officer at St. HOPE, an organization whose mission is to transform Oak Park Sacramento through public education & economic development. We talked about:  -What a social impact company is -Why they matter -Why companies are shifting their focus towards being socially impactful -Why the younger generations are driving this change.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Letting Go of What We Can't Control w/ Sean Rizer https://podcasts.fame.so/e/0njv533n Letting Go of What We Can't Control w/ Sean Rizer 17 No No 40py9jj1 Control grows in fear's petri dish. What are your fears as a CFO? Are you concerned about: -Understanding covenant calculations?  -Making cash flow projections? -Responding to COVID-19?  -Changing the business model drastically? People often say to let go of fear, but what does it mean to let go? And what should we try to control as we navigate tough times? On this episode of the CFO Weekly podcast, Sean Rizer, Chief Financial Officer (CFO) at Harding Group, a construction company based in Indianapolis, discusses how to control your own destiny. What we talked about with Sean: -Moving from public accounting to industry -Advice for CFOs struggling to let go -How to live in the moment -...And the benefits of letting go! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Control grows in fear's petri dish. What are your fears as a CFO? Are you concerned about:

-Understanding covenant calculations? 

-Making cash flow projections?

-Responding to COVID-19? 

-Changing the business model drastically?

People often say to let go of fear, but what does it mean to let go? And what should we try to control as we navigate tough times?

On this episode of the CFO Weekly podcast, Sean Rizer, Chief Financial Officer (CFO) at Harding Group, a construction company based in Indianapolis, discusses how to control your own destiny.

What we talked about with Sean:

-Moving from public accounting to industry

-Advice for CFOs struggling to let go

-How to live in the moment

-...And the benefits of letting go!

Presented by Personiv


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 15 Sep 2020 05:00:00 +0000 Personiv Personiv 1876 Control grows in fear's petri dish. What are your fears as a CFO? Are you concerned about: -Understanding covenant calculations?  -Making cash flow projections? -Responding to COVID-19?  -Changing the business model drastically? People often say to let go of fear, but what does it mean to let go? And what should we try to control as we navigate tough times? On this episode of the CFO Weekly podcast, Sean Rizer, Chief Financial Officer (CFO) at Harding Group, a construction company based in Indianapolis, discusses how to control your own destiny. What we talked about with Sean: -Moving from public accounting to industry -Advice for CFOs struggling to let go -How to live in the moment -...And the benefits of letting go! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Control grows in fear's petri dish. What are your fears as a CFO? Are you concerned about: -Understanding covenant calculations?  -Making cash flow projections? -Responding to COVID-19?  -Changing the business model drastically? People often say to let go of fear, but what does it mean to let go? And what should we try to control as we navigate tough times? On this episode of the CFO Weekly podcast, Sean Rizer, Chief Financial Officer (CFO) at Harding Group, a construction company based in Indianapolis, discusses how to control your own destiny. What we talked about with Sean: -Moving from public accounting to industry -Advice for CFOs struggling to let go -How to live in the moment -...And the benefits of letting go! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! No No 7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany https://podcasts.fame.so/e/lnq45xm8 7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany 16 No No 81nx3961 Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about…  -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world.

And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first.

That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about… 

-The responsibilities of a fractional CFO

-Advantages of hiring a fractional CFO as opposed to a full-time CFO

-Challenges of being a fractional CFO

-How to become a successful fractional CFO

Brought to you by Personiv!

For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 08 Sep 2020 05:00:00 +0000 Personiv Personiv 1215 Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about…  -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about…  -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  No No Thinking Strategically to Get to the Top: Practical Advice on How to Make the Transition from CFO to President w/ Gene Corvino https://podcasts.fame.so/e/mn427v1n Thinking Strategically to Get to the Top: Practical Advice on How to Make the Transition from CFO to President w/ Gene Corvino 15 No No x065j4q1 It takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever seen! In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified Distributors and President at William M. Bird — joins Megan to talk about 7 CEO competencies and how to develop them. Plus, Gene covers…  -His 4 pillars of discovery that he operates within -How genuineness and meaningfulness have supported his success in work and life -His process for developing the soft skills necessary for being CEO -Why CFOs should transfer their skill for managing risk over to the CEO’s seat Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  It takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever seen!

In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified Distributors and President at William M. Bird — joins Megan to talk about 7 CEO competencies and how to develop them. Plus, Gene covers… 

-His 4 pillars of discovery that he operates within

-How genuineness and meaningfulness have supported his success in work and life

-His process for developing the soft skills necessary for being CEO

-Why CFOs should transfer their skill for managing risk over to the CEO’s seat

Brought to you by Personiv!

For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 01 Sep 2020 05:00:00 +0000 Personiv Personiv 2405 It takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever seen! In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified Distributors and President at William M. Bird — joins Megan to talk about 7 CEO competencies and how to develop them. Plus, Gene covers…  -His 4 pillars of discovery that he operates within -How genuineness and meaningfulness have supported his success in work and life -His process for developing the soft skills necessary for being CEO -Why CFOs should transfer their skill for managing risk over to the CEO’s seat Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  It takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever seen! In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified Distributors and President at William M. Bird — joins Megan to talk about 7 CEO competencies and how to develop them. Plus, Gene covers…  -His 4 pillars of discovery that he operates within -How genuineness and meaningfulness have supported his success in work and life -His process for developing the soft skills necessary for being CEO -Why CFOs should transfer their skill for managing risk over to the CEO’s seat Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  No No 7 Reasons Why People Follow Effective Leadership w/ Roy Austin https://podcasts.fame.so/e/q80mzy7n 7 Reasons Why People Follow Effective Leadership w/ Roy Austin 14 No No p0kk37w0 If your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there. Leaders can influence people to do a lot of things, good or bad. It’s up to the leader to identify and develop the good qualities. In this episode of CFO Weekly, leadership coach and Managing Principal at Rockwell Business Solutions, Founder and Chair of Savannah CFO Council, and author of The Alligator Business Solution, Roy Austin joins us. He shares: -His definition of who a leader is -7 attributes an effective leader must possess -How to develop leadership skills -The benefits that result from being a good leader Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  If your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there.

Leaders can influence people to do a lot of things, good or bad. It’s up to the leader to identify and develop the good qualities.

In this episode of CFO Weekly, leadership coach and Managing Principal at Rockwell Business Solutions, Founder and Chair of Savannah CFO Council, and author of The Alligator Business Solution, Roy Austin joins us.

He shares:

-His definition of who a leader is

-7 attributes an effective leader must possess

-How to develop leadership skills

-The benefits that result from being a good leader

Brought to you by Personiv!

For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 25 Aug 2020 05:00:00 +0000 Personiv Personiv 2078 If your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there. Leaders can influence people to do a lot of things, good or bad. It’s up to the leader to identify and develop the good qualities. In this episode of CFO Weekly, leadership coach and Managing Principal at Rockwell Business Solutions, Founder and Chair of Savannah CFO Council, and author of The Alligator Business Solution, Roy Austin joins us. He shares: -His definition of who a leader is -7 attributes an effective leader must possess -How to develop leadership skills -The benefits that result from being a good leader Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  If your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there. Leaders can influence people to do a lot of things, good or bad. It’s up to the leader to identify and develop the good qualities. In this episode of CFO Weekly, leadership coach and Managing Principal at Rockwell Business Solutions, Founder and Chair of Savannah CFO Council, and author of The Alligator Business Solution, Roy Austin joins us. He shares: -His definition of who a leader is -7 attributes an effective leader must possess -How to develop leadership skills -The benefits that result from being a good leader Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  No No The CFO’s Guide to Healthcare Benefits w/ Cory Yeager and Travis Sartain https://podcasts.fame.so/e/p8m3kj48 The CFO’s Guide to Healthcare Benefits w/ Cory Yeager and Travis Sartain 13 No No 70vk67m1 Healthcare? Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. To help CFOs get a better understanding of healthcare benefits and medical plans for employees are Cory Yeager, Benefits Advisor, and Travis Sartain, Sr. VP, of Marsh & McLennan Agency. The benefits brainiacs share…  -Why CFOs need to care about healthcare plans for employees -First steps to understanding healthcare expenses -How to apply data to make better decisions about medical plans Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! Healthcare? Isn’t that an HR thing?

Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too.

To help CFOs get a better understanding of healthcare benefits and medical plans for employees are Cory Yeager, Benefits Advisor, and Travis Sartain, Sr. VP, of Marsh & McLennan Agency.

The benefits brainiacs share… 

-Why CFOs need to care about healthcare plans for employees

-First steps to understanding healthcare expenses

-How to apply data to make better decisions about medical plans

Brought to you by Personiv!

For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 18 Aug 2020 04:30:00 +0000 Personiv Personiv 2154 Healthcare? Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. To help CFOs get a better understanding of healthcare benefits and medical plans for employees are Cory Yeager, Benefits Advisor, and Travis Sartain, Sr. VP, of Marsh & McLennan Agency. The benefits brainiacs share…  -Why CFOs need to care about healthcare plans for employees -First steps to understanding healthcare expenses -How to apply data to make better decisions about medical plans Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! Healthcare? Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. To help CFOs get a better understanding of healthcare benefits and medical plans for employees are Cory Yeager, Benefits Advisor, and Travis Sartain, Sr. VP, of Marsh & McLennan Agency. The benefits brainiacs share…  -Why CFOs need to care about healthcare plans for employees -First steps to understanding healthcare expenses -How to apply data to make better decisions about medical plans Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! No No 4 Advantages of a Data-Driven Culture w/ Ryan Passe https://podcasts.fame.so/e/28xwq7xn 4 Advantages of a Data-Driven Culture w/ Ryan Passe 12 No No 60m83nj1 What does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves. In this episode of CFO Weekly, we nail down what data-driven culture is, why you want it, and how to get it. To help us out, we recruited VP of Operations at Sands Investment Group, Ryan Passe. Ryan covers: -What it means to be a data-driven organization -Advantages of achieving a data-driven culture -What CFOs should be doing to foster a data-driven culture Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  What does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves.

In this episode of CFO Weekly, we nail down what data-driven culture is, why you want it, and how to get it.

To help us out, we recruited VP of Operations at Sands Investment Group, Ryan Passe. Ryan covers:

-What it means to be a data-driven organization

-Advantages of achieving a data-driven culture

-What CFOs should be doing to foster a data-driven culture

Brought to you by Personiv!

For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 11 Aug 2020 04:30:00 +0000 Personiv Personiv 1660 What does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves. In this episode of CFO Weekly, we nail down what data-driven culture is, why you want it, and how to get it. To help us out, we recruited VP of Operations at Sands Investment Group, Ryan Passe. Ryan covers: -What it means to be a data-driven organization -Advantages of achieving a data-driven culture -What CFOs should be doing to foster a data-driven culture Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  What does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves. In this episode of CFO Weekly, we nail down what data-driven culture is, why you want it, and how to get it. To help us out, we recruited VP of Operations at Sands Investment Group, Ryan Passe. Ryan covers: -What it means to be a data-driven organization -Advantages of achieving a data-driven culture -What CFOs should be doing to foster a data-driven culture Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!  No No Want to Know Your Business Better? Spend Time on the Front Lines w/ Brent Chadwick https://podcasts.fame.so/e/v85r73wn Want to Know Your Business Better? Spend Time on the Front Lines w/ Brent Chadwick 11 No No 81q95mj1 It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain.  One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the financials of your convenience store chain, dealing with nearly 100% annual employee turnover.  But our guest on this week’s episode of CFO weekly did just that. Brent Chadwick is the CFO of Plaid Pantry, which is a small chain of convenience stores primarily situated in the Portland metro area.  But it’s what Brent did upon his arrival at Plaid Pantry that we really hit on in this interview, because he didn’t operate like a traditional CFO. On this episode, we talk all about:  -Brent’s first few weeks as CFO at Plaid Pantry, and why he decided to spend them working in the stores instead of the office.  -How he was able to streamline a number of things that he’d have never known about if not for his time in the stores.  -Making the move from the country’s most prestigious auditing firm to a small convenience store chain For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain. 

One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the financials of your convenience store chain, dealing with nearly 100% annual employee turnover. 

But our guest on this week’s episode of CFO weekly did just that. Brent Chadwick is the CFO of Plaid Pantry, which is a small chain of convenience stores primarily situated in the Portland metro area. 

But it’s what Brent did upon his arrival at Plaid Pantry that we really hit on in this interview, because he didn’t operate like a traditional CFO. On this episode, we talk all about: 

-Brent’s first few weeks as CFO at Plaid Pantry, and why he decided to spend them working in the stores instead of the office. 

-How he was able to streamline a number of things that he’d have never known about if not for his time in the stores. 

-Making the move from the country’s most prestigious auditing firm to a small convenience store chain


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 04 Aug 2020 05:30:00 +0000 Personiv Personiv 2049 It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain.  One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the financials of your convenience store chain, dealing with nearly 100% annual employee turnover.  But our guest on this week’s episode of CFO weekly did just that. Brent Chadwick is the CFO of Plaid Pantry, which is a small chain of convenience stores primarily situated in the Portland metro area.  But it’s what Brent did upon his arrival at Plaid Pantry that we really hit on in this interview, because he didn’t operate like a traditional CFO. On this episode, we talk all about:  -Brent’s first few weeks as CFO at Plaid Pantry, and why he decided to spend them working in the stores instead of the office.  -How he was able to streamline a number of things that he’d have never known about if not for his time in the stores.  -Making the move from the country’s most prestigious auditing firm to a small convenience store chain For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain.  One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the financials of your convenience store chain, dealing with nearly 100% annual employee turnover.  But our guest on this week’s episode of CFO weekly did just that. Brent Chadwick is the CFO of Plaid Pantry, which is a small chain of convenience stores primarily situated in the Portland metro area.  But it’s what Brent did upon his arrival at Plaid Pantry that we really hit on in this interview, because he didn’t operate like a traditional CFO. On this episode, we talk all about:  -Brent’s first few weeks as CFO at Plaid Pantry, and why he decided to spend them working in the stores instead of the office.  -How he was able to streamline a number of things that he’d have never known about if not for his time in the stores.  -Making the move from the country’s most prestigious auditing firm to a small convenience store chain For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Advice From a Young CFO: Getting to the Top and Making Your Mark w/ Dustin Prager https://podcasts.fame.so/e/xn1w7pln Advice From a Young CFO: Getting to the Top and Making Your Mark w/ Dustin Prager 10 No No 703xylv1 What does it take to make it to the C-Suite?  While there are certainly a well documented array of innate skills that most C-level execs seem to possess, what makes a less seasoned (read: younger than most!) individual stand out? How does someone young and hungry get the attention and credibility to fly up the ladder? Dustin Prager, CFO at Olympic Companies in Minnetonka, Minnesota sits down to discuss his experience going from Controller to CFO much earlier in his career than his peers. What we talked about: -How to set yourself apart -Taking chances and being bold -Leading with the lessons in mind For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv What does it take to make it to the C-Suite? 

While there are certainly a well documented array of innate skills that most C-level execs seem to possess, what makes a less seasoned (read: younger than most!) individual stand out?

How does someone young and hungry get the attention and credibility to fly up the ladder? Dustin Prager, CFO at Olympic Companies in Minnetonka, Minnesota sits down to discuss his experience going from Controller to CFO much earlier in his career than his peers.

What we talked about:

-How to set yourself apart

-Taking chances and being bold

-Leading with the lessons in mind

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
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CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 28 Jul 2020 05:00:00 +0000 Personiv Personiv 1835 What does it take to make it to the C-Suite?  While there are certainly a well documented array of innate skills that most C-level execs seem to possess, what makes a less seasoned (read: younger than most!) individual stand out? How does someone young and hungry get the attention and credibility to fly up the ladder? Dustin Prager, CFO at Olympic Companies in Minnetonka, Minnesota sits down to discuss his experience going from Controller to CFO much earlier in his career than his peers. What we talked about: -How to set yourself apart -Taking chances and being bold -Leading with the lessons in mind For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv What does it take to make it to the C-Suite?  While there are certainly a well documented array of innate skills that most C-level execs seem to possess, what makes a less seasoned (read: younger than most!) individual stand out? How does someone young and hungry get the attention and credibility to fly up the ladder? Dustin Prager, CFO at Olympic Companies in Minnetonka, Minnesota sits down to discuss his experience going from Controller to CFO much earlier in his career than his peers. What we talked about: -How to set yourself apart -Taking chances and being bold -Leading with the lessons in mind For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Embrace Change, Don’t Fear It w/ Jill Barnard https://podcasts.fame.so/e/x8y54pw8 Embrace Change, Don’t Fear It w/ Jill Barnard 9 No No l04y9jk1 A famous Greek philosopher once said, “The only constant is change.”  But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again.  As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic.  It seems like every aspect of life is changing every second right now.  So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development?  On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about  -Managing for change,  -How her company went fully remote within 24 hours  -Why so many companies stick their heads in the sand and wait for the challenges to pass by.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv A famous Greek philosopher once said, “The only constant is change.” 

But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again. 

As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic. 

It seems like every aspect of life is changing every second right now. 

So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development? 

On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about 

-Managing for change, 

-How her company went fully remote within 24 hours 

-Why so many companies stick their heads in the sand and wait for the challenges to pass by. 


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 21 Jul 2020 05:00:00 +0000 Personiv Personiv 2235 A famous Greek philosopher once said, “The only constant is change.”  But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again.  As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic.  It seems like every aspect of life is changing every second right now.  So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development?  On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about  -Managing for change,  -How her company went fully remote within 24 hours  -Why so many companies stick their heads in the sand and wait for the challenges to pass by.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv A famous Greek philosopher once said, “The only constant is change.”  But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again.  As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic.  It seems like every aspect of life is changing every second right now.  So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development?  On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about  -Managing for change,  -How her company went fully remote within 24 hours  -Why so many companies stick their heads in the sand and wait for the challenges to pass by.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No 5 Things You Need to Consider Before Reopening w/ Drew Niehaus https://podcasts.fame.so/e/rnk25328 5 Things You Need to Consider Before Reopening w/ Drew Niehaus 8 No No 70wrk8r1 Let’s face it.  It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently. And for those that are lucky enough to make it through all of this, they’re left asking the question, “What do we do now?”  It’s a fair question. What does it look like to reopen? What does the new normal look like? What unique challenges are you going to face that you’ve perhaps not considered?  On this episode of the CFO  Weekly podcast, we sit down with Drew Niehaus, Managing Director at Riveron to discuss an article that he recently wrote for CFO.com around Five Accounting and Reporting Considerations you should evaluate before reopening.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Let’s face it. 

It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently.

And for those that are lucky enough to make it through all of this, they’re left asking the question, “What do we do now?” 

It’s a fair question. What does it look like to reopen? What does the new normal look like? What unique challenges are you going to face that you’ve perhaps not considered? 

On this episode of the CFO  Weekly podcast, we sit down with Drew Niehaus, Managing Director at Riveron to discuss an article that he recently wrote for CFO.com around Five Accounting and Reporting Considerations you should evaluate before reopening. 


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 14 Jul 2020 05:00:00 +0000 Personiv Personiv 1198 Let’s face it.  It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently. And for those that are lucky enough to make it through all of this, they’re left asking the question, “What do we do now?”  It’s a fair question. What does it look like to reopen? What does the new normal look like? What unique challenges are you going to face that you’ve perhaps not considered?  On this episode of the CFO  Weekly podcast, we sit down with Drew Niehaus, Managing Director at Riveron to discuss an article that he recently wrote for CFO.com around Five Accounting and Reporting Considerations you should evaluate before reopening.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Let’s face it.  It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently. And for those that are lucky enough to make it through all of this, they’re left asking the question, “What do we do now?”  It’s a fair question. What does it look like to reopen? What does the new normal look like? What unique challenges are you going to face that you’ve perhaps not considered?  On this episode of the CFO  Weekly podcast, we sit down with Drew Niehaus, Managing Director at Riveron to discuss an article that he recently wrote for CFO.com around Five Accounting and Reporting Considerations you should evaluate before reopening.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Putting Profit First: Why It's the Bookkeeper's Responsibility w/ Andrew Royer https://podcasts.fame.so/e/489l34zn Putting Profit First: Why It's the Bookkeeper's Responsibility w/ Andrew Royer 7 No No v17j2nk0 I love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest little bit on that toothbrush. Metaphorically speaking, that's what happens when you put profit last in your business.  On this episode of the CFO Weekly podcast, Andrew Royer, a CPA, a certified general accountant, and a bookkeeper discusses why we should be putting profit first. What we talked about with Andrew: -The differences between accounting and bookkeeping -What led Andrew to the profit first model and how he knew it was he had been looking for all along -How external events topple companies more focused on revenue than profit -...And how to make your business more profitable! Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  I love a fresh tube of toothpaste.

You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest little bit on that toothbrush.

Metaphorically speaking, that's what happens when you put profit last in your business. 

On this episode of the CFO Weekly podcast, Andrew Royer, a CPA, a certified general accountant, and a bookkeeper discusses why we should be putting profit first.

What we talked about with Andrew:

-The differences between accounting and bookkeeping

-What led Andrew to the profit first model and how he knew it was he had been looking for all along

-How external events topple companies more focused on revenue than profit

-...And how to make your business more profitable!

Brought to you by Personiv!

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 07 Jul 2020 04:30:00 +0000 Personiv Personiv 873 I love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest little bit on that toothbrush. Metaphorically speaking, that's what happens when you put profit last in your business.  On this episode of the CFO Weekly podcast, Andrew Royer, a CPA, a certified general accountant, and a bookkeeper discusses why we should be putting profit first. What we talked about with Andrew: -The differences between accounting and bookkeeping -What led Andrew to the profit first model and how he knew it was he had been looking for all along -How external events topple companies more focused on revenue than profit -...And how to make your business more profitable! Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  I love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest little bit on that toothbrush. Metaphorically speaking, that's what happens when you put profit last in your business.  On this episode of the CFO Weekly podcast, Andrew Royer, a CPA, a certified general accountant, and a bookkeeper discusses why we should be putting profit first. What we talked about with Andrew: -The differences between accounting and bookkeeping -What led Andrew to the profit first model and how he knew it was he had been looking for all along -How external events topple companies more focused on revenue than profit -...And how to make your business more profitable! Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  No No The Benefits of Women in Leadership w/ Lydia Adams https://podcasts.fame.so/e/x8vw6kmn The Benefits of Women in Leadership w/ Lydia Adams 6 No No 70yvzym1 Women in leadership often create better, more profitable workplaces.  Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged. What are the benefits of women in leadership? On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles. What we talked about with Lydia: -Facts and figures about women in leadership positions -Why more women in leadership improves a group's problem-solving abilities -Why female leaders are more trusted -The changes Millennial and Gen Z women could bring to the workplace -...And the dollar benefits a company can realize by expanding the number of women in leadership roles! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  Women in leadership often create better, more profitable workplaces. 

Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged.

What are the benefits of women in leadership?

On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles.

What we talked about with Lydia:

-Facts and figures about women in leadership positions

-Why more women in leadership improves a group's problem-solving abilities

-Why female leaders are more trusted

-The changes Millennial and Gen Z women could bring to the workplace

-...And the dollar benefits a company can realize by expanding the number of women in leadership roles!

Presented by Personiv

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 30 Jun 2020 05:30:00 +0000 Personiv Personiv 1063 Women in leadership often create better, more profitable workplaces.  Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged. What are the benefits of women in leadership? On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles. What we talked about with Lydia: -Facts and figures about women in leadership positions -Why more women in leadership improves a group's problem-solving abilities -Why female leaders are more trusted -The changes Millennial and Gen Z women could bring to the workplace -...And the dollar benefits a company can realize by expanding the number of women in leadership roles! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  Women in leadership often create better, more profitable workplaces.  Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged. What are the benefits of women in leadership? On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles. What we talked about with Lydia: -Facts and figures about women in leadership positions -Why more women in leadership improves a group's problem-solving abilities -Why female leaders are more trusted -The changes Millennial and Gen Z women could bring to the workplace -...And the dollar benefits a company can realize by expanding the number of women in leadership roles! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  No No Three Overlooked Best Practices for Today's CFO w/ Robert Bendetti https://podcasts.fame.so/e/1n2m7l58 Three Overlooked Best Practices for Today's CFO w/ Robert Bendetti 5 No No 219ynk31 What are the top three overlooked best practices for today's CFO? Networking.  Lifelong learning.  Giving back. Not the three you expected? Granted, none of these topics is a default practice, but each one can help senior financial executives advance their careers and lead more fulfilling lives. On this episode of the CFO Weekly podcast, Robert Bendetti, Chief Financial Officer at Life Cycle Engineering, discusses the best practices around networking, lifelong learning, and giving back. What we talked about with Robert: -Getting the most out of the top networking events, platforms, and groups -Why lifelong learning is important and the role it plays in personal growth -How senior financial executives are uniquely positioned to help hurting people right now -...And why you're not as busy as you think! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  What are the top three overlooked best practices for today's CFO?

  1. Networking. 
  2. Lifelong learning. 
  3. Giving back.

Not the three you expected? Granted, none of these topics is a default practice, but each one can help senior financial executives advance their careers and lead more fulfilling lives.

On this episode of the CFO Weekly podcast, Robert Bendetti, Chief Financial Officer at Life Cycle Engineering, discusses the best practices around networking, lifelong learning, and giving back.

What we talked about with Robert:

-Getting the most out of the top networking events, platforms, and groups

-Why lifelong learning is important and the role it plays in personal growth

-How senior financial executives are uniquely positioned to help hurting people right now

-...And why you're not as busy as you think!

Presented by Personiv

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 23 Jun 2020 05:30:00 +0000 Personiv Personiv 1160 What are the top three overlooked best practices for today's CFO? Networking.  Lifelong learning.  Giving back. Not the three you expected? Granted, none of these topics is a default practice, but each one can help senior financial executives advance their careers and lead more fulfilling lives. On this episode of the CFO Weekly podcast, Robert Bendetti, Chief Financial Officer at Life Cycle Engineering, discusses the best practices around networking, lifelong learning, and giving back. What we talked about with Robert: -Getting the most out of the top networking events, platforms, and groups -Why lifelong learning is important and the role it plays in personal growth -How senior financial executives are uniquely positioned to help hurting people right now -...And why you're not as busy as you think! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  What are the top three overlooked best practices for today's CFO? Networking.  Lifelong learning.  Giving back. Not the three you expected? Granted, none of these topics is a default practice, but each one can help senior financial executives advance their careers and lead more fulfilling lives. On this episode of the CFO Weekly podcast, Robert Bendetti, Chief Financial Officer at Life Cycle Engineering, discusses the best practices around networking, lifelong learning, and giving back. What we talked about with Robert: -Getting the most out of the top networking events, platforms, and groups -Why lifelong learning is important and the role it plays in personal growth -How senior financial executives are uniquely positioned to help hurting people right now -...And why you're not as busy as you think! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  No No Earning a Seat at the Strategic Table w/ Steven Nutt, CPA https://podcasts.fame.so/e/68r4vxj8 Earning a Seat at the Strategic Table w/ Steven Nutt, CPA 4 No No 805952j0 You’ve seen the stereotypes.  CFOs are nerds.  They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work.  And while a CFO does need to be an accounting expert, they’re so much more than that.  On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about:  -The ever changing role of the CFO -Why the CFO should be the ultimate data champion -Why data is more important than ever before For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv You’ve seen the stereotypes. 

CFOs are nerds. 

They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work. 

And while a CFO does need to be an accounting expert, they’re so much more than that. 

On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about: 

-The ever changing role of the CFO

-Why the CFO should be the ultimate data champion

-Why data is more important than ever before


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 16 Jun 2020 05:30:00 +0000 Personiv Personiv 2124 You’ve seen the stereotypes.  CFOs are nerds.  They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work.  And while a CFO does need to be an accounting expert, they’re so much more than that.  On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about:  -The ever changing role of the CFO -Why the CFO should be the ultimate data champion -Why data is more important than ever before For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv You’ve seen the stereotypes.  CFOs are nerds.  They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work.  And while a CFO does need to be an accounting expert, they’re so much more than that.  On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about:  -The ever changing role of the CFO -Why the CFO should be the ultimate data champion -Why data is more important than ever before For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No Maximizing Cultural Compatibility: Outsource finance & accounting to the Philippines w/ Paulo Cheung https://podcasts.fame.so/e/183vp2pn Maximizing Cultural Compatibility: Outsource finance & accounting to the Philippines w/ Paulo Cheung 3 No No m0jrljl0 Why should you send work to someone on the other side of the world?  If you do outsource, what hours will your international team be available? And how many people in another country actually want to work overnight to support U.S. hours, anyway?  Most importantly, do companies that outsource get stuck with less capable talent than those who bring all their work in house? On this episode of the CFO Weekly podcast, Paulo Cheung, Executive Vice President and Country Site Head- Philippines at Personiv, discusses why the Philippines is an ideal place to outsource finance and accounting. What we talked about with Paulo: -A brief history of the Philippines, and why colonization made Filipino culture compatible with a range of culture -The three factors that make the Philippines a top outsourcing destination for most U.S. businesses -The availability of talent in the Philippines -...And why you should consider outsourcing finance and accounting to the other side of the world! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Why should you send work to someone on the other side of the world? 

If you do outsource, what hours will your international team be available? And how many people in another country actually want to work overnight to support U.S. hours, anyway? 

Most importantly, do companies that outsource get stuck with less capable talent than those who bring all their work in house?

On this episode of the CFO Weekly podcast, Paulo Cheung, Executive Vice President and Country Site Head- Philippines at Personiv, discusses why the Philippines is an ideal place to outsource finance and accounting.

What we talked about with Paulo:

-A brief history of the Philippines, and why colonization made Filipino culture compatible with a range of culture

-The three factors that make the Philippines a top outsourcing destination for most U.S. businesses

-The availability of talent in the Philippines

-...And why you should consider outsourcing finance and accounting to the other side of the world!

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

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]]> Tue, 09 Jun 2020 05:00:00 +0000 Personiv Personiv 744 Why should you send work to someone on the other side of the world?  If you do outsource, what hours will your international team be available? And how many people in another country actually want to work overnight to support U.S. hours, anyway?  Most importantly, do companies that outsource get stuck with less capable talent than those who bring all their work in house? On this episode of the CFO Weekly podcast, Paulo Cheung, Executive Vice President and Country Site Head- Philippines at Personiv, discusses why the Philippines is an ideal place to outsource finance and accounting. What we talked about with Paulo: -A brief history of the Philippines, and why colonization made Filipino culture compatible with a range of culture -The three factors that make the Philippines a top outsourcing destination for most U.S. businesses -The availability of talent in the Philippines -...And why you should consider outsourcing finance and accounting to the other side of the world! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv Why should you send work to someone on the other side of the world?  If you do outsource, what hours will your international team be available? And how many people in another country actually want to work overnight to support U.S. hours, anyway?  Most importantly, do companies that outsource get stuck with less capable talent than those who bring all their work in house? On this episode of the CFO Weekly podcast, Paulo Cheung, Executive Vice President and Country Site Head- Philippines at Personiv, discusses why the Philippines is an ideal place to outsource finance and accounting. What we talked about with Paulo: -A brief history of the Philippines, and why colonization made Filipino culture compatible with a range of culture -The three factors that make the Philippines a top outsourcing destination for most U.S. businesses -The availability of talent in the Philippines -...And why you should consider outsourcing finance and accounting to the other side of the world! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv No No The 10 Rules for Success When Working from Home w/ Ali Green https://podcasts.fame.so/e/2863v6jn The 10 Rules for Success When Working from Home w/ Ali Green 2 No No j12x3941 The kitchen table is the new office.  People are working from home and trying to create boundaries between their professional and personal lives.  How can you create a happy and healthy home-work environment? On this inaugural episode of the CFO Weekly podcast, Ali Green, CEO and Founding Director of Pantera Press, talks about the 10 rules of success she's developed in her 12 years of work-from-home or work-alone life. What we talked about with Ali: -Rule #1 — Decide your office hours in advance and stick to them. -Rule #2 — Separate work from sanctuary. (Or … why you'll never be able to eat a meal in peace at that table again.) -Rule #3 — Use your commute time wisely. How you spend the time between when you wake up and when you start work forms your mindset for the rest of the day. -...And Ali's seven other rules for success! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  CFO Weekly is brought to you by Personiv. The kitchen table is the new office. 

People are working from home and trying to create boundaries between their professional and personal lives. 

How can you create a happy and healthy home-work environment?

On this inaugural episode of the CFO Weekly podcast, Ali Green, CEO and Founding Director of Pantera Press, talks about the 10 rules of success she's developed in her 12 years of work-from-home or work-alone life.

What we talked about with Ali:

-Rule #1 — Decide your office hours in advance and stick to them.

-Rule #2 — Separate work from sanctuary. (Or … why you'll never be able to eat a meal in peace at that table again.)

-Rule #3 — Use your commute time wisely. How you spend the time between when you wake up and when you start work forms your mindset for the rest of the day.

-...And Ali's seven other rules for success!

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 

CFO Weekly is brought to you by Personiv.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 02 Jun 2020 05:00:00 +0000 Personiv Personiv 3637 The kitchen table is the new office.  People are working from home and trying to create boundaries between their professional and personal lives.  How can you create a happy and healthy home-work environment? On this inaugural episode of the CFO Weekly podcast, Ali Green, CEO and Founding Director of Pantera Press, talks about the 10 rules of success she's developed in her 12 years of work-from-home or work-alone life. What we talked about with Ali: -Rule #1 — Decide your office hours in advance and stick to them. -Rule #2 — Separate work from sanctuary. (Or … why you'll never be able to eat a meal in peace at that table again.) -Rule #3 — Use your commute time wisely. How you spend the time between when you wake up and when you start work forms your mindset for the rest of the day. -...And Ali's seven other rules for success! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  CFO Weekly is brought to you by Personiv. The kitchen table is the new office.  People are working from home and trying to create boundaries between their professional and personal lives.  How can you create a happy and healthy home-work environment? On this inaugural episode of the CFO Weekly podcast, Ali Green, CEO and Founding Director of Pantera Press, talks about the 10 rules of success she's developed in her 12 years of work-from-home or work-alone life. What we talked about with Ali: -Rule #1 — Decide your office hours in advance and stick to them. -Rule #2 — Separate work from sanctuary. (Or … why you'll never be able to eat a meal in peace at that table again.) -Rule #3 — Use your commute time wisely. How you spend the time between when you wake up and when you start work forms your mindset for the rest of the day. -...And Ali's seven other rules for success! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  CFO Weekly is brought to you by Personiv. No No Scouting for Accounting Talent w/ Cliff Edwards https://podcasts.fame.so/e/0njv5r2n Scouting for Accounting Talent w/ Cliff Edwards 1 No No 40py9v41 Who looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree.  In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway? On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent What we talked about with Cliff: -How the accounting profession and the talent in it have changed in the last 20 years -What's caused the shortage in accounting talent -The factors that motivate Millennials and the qualities Millennials bring to the workplace -...And the skills you need to be an amazing accountant! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! CFO Weekly is brought to you by Personiv. Who looks at accounting as a sexy profession?

During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree. 

In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway?

On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent

What we talked about with Cliff:

-How the accounting profession and the talent in it have changed in the last 20 years

-What's caused the shortage in accounting talent

-The factors that motivate Millennials and the qualities Millennials bring to the workplace

-...And the skills you need to be an amazing accountant!


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

CFO Weekly is brought to you by Personiv.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 26 May 2020 05:30:00 +0000 Personiv Personiv 1913 Who looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree.  In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway? On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent What we talked about with Cliff: -How the accounting profession and the talent in it have changed in the last 20 years -What's caused the shortage in accounting talent -The factors that motivate Millennials and the qualities Millennials bring to the workplace -...And the skills you need to be an amazing accountant! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! CFO Weekly is brought to you by Personiv. Who looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree.  In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway? On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent What we talked about with Cliff: -How the accounting profession and the talent in it have changed in the last 20 years -What's caused the shortage in accounting talent -The factors that motivate Millennials and the qualities Millennials bring to the workplace -...And the skills you need to be an amazing accountant! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! CFO Weekly is brought to you by Personiv. No No Why You Should Listen to CFO Weekly https://podcasts.fame.so/e/lnq45mk8 Why You Should Listen to CFO Weekly 0 No No 81nx3671 The world is a strange place right now.   But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?   Well you’re in luck.   Because the CFO Weekly podcast is just that.  CFO Weekly is brought to you by Personiv. The world is a strange place right now.  

But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed. 

As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them?

Or even better, what’s NOT working for them? So that you don’t make the same mistakes?  

Well you’re in luck.  

Because the CFO Weekly podcast is just that. 

CFO Weekly is brought to you by Personiv.

Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
]]> Tue, 05 May 2020 21:41:47 +0000 Personiv Personiv 298 The world is a strange place right now.   But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?   Well you’re in luck.   Because the CFO Weekly podcast is just that.  CFO Weekly is brought to you by Personiv. The world is a strange place right now.   But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?   Well you’re in luck.   Because the CFO Weekly podcast is just that.  CFO Weekly is brought to you by Personiv. No No