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Our Skin: A Personal Discovery Podcast


1 You Are Your Longest Relationship: Artist DaQuane Cherry on Psoriasis, Art, and Self-Care 32:12
32:12
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DaQuane Cherry was once the kid who wore a hoodie to hide skin flare-ups in school. Now he’s an artist and advocate helping others feel seen. He reflects on his psoriasis journey, the power of small joys, and why loving yourself first isn’t a cliché—it’s essential. Plus, a deep dive into the history of La Roche-Posay’s legendary spring. See omnystudio.com/listener for privacy information.…
CFO Weekly
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المحتوى المقدم من Personiv. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Personiv أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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260 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 3096816
المحتوى المقدم من Personiv. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Personiv أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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260 حلقات
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CFO Weekly

1 Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP 35:26
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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: Paul Peterson on LinkedIn Wiss and Company LLP Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital 27:36
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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: Jessica McClain on LinkedIn Girl Scouts Nation's Capital Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions 23:39
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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: Steve Mastin on LinkedIn 4M Building Solutions Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning 26:48
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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: Dennis DuBois on LinkedIn Creative Planner Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit 25:46
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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: Nikhil Patel on LinkedIn City of Detroit Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar 35:05
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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: Michael Perica on LinkedIn Sameer Katiyar on LinkedIn Rimini Street Website Cleo Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory 37:01
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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: 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics 32:34
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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: Travis St. Ores on LinkedIn Comprehensive Logistics Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why CFOs Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company 21:41
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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 Mohammed Wasim on LinkedIn Molson Coors Beverage Company Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat 35:41
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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 Angie Paglinawan on LinkedIn Aristocrat Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum 28:04
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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: Travis Grundy on LinkedIn Adventum Website Alyn Robert Economic Strategies Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech 32:45
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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: Darren Heffernan on LinkedIn Trintech Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education 29:58
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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: Chris Reilly on LinkedIn Financial Modeling Education Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited 38:48
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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 Sara Daw on LinkedIn The CFO Centre Group Limited Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth 37:38
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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 Rich Zhou on LinkedIn Aquifer Growth Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified 32:34
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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: Tom McDermott on LinkedIn Career Certified Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 What Lights You Up? with Jordan Grumet, Earn & Invest 33:37
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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: Jordan Grumet on LinkedIn Jordan Grumet’s Website Earn & Invest Website 'The Purpose Code’ 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples 55:14
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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: Chris Miles on LinkedIn Money Ripples Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE 29:49
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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: Ranil DeSilva on LinkedIn CARE Website 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata 32:44
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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: Claire Bramley on LinkedIn Teradata Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich 55:47
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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: Rick Yvanovich on LinkedIn TRG International Website PJ’s Coffee Website Great People Inside Website Business as Unusual 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie 32:28
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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: William Washington on LinkedIn Baker McKenzie Website College of Law Practice Management Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase 34:23
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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: Alex Jimenez on LinkedIn Backbase Website Finovate Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace 33:34
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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: Jim Benson on LinkedIn Dynatrace Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares 25:01
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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: Luigi Testa on LinkedIn LinkSquares Website The F Suite Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle 29:59
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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: Keith Causey on LinkedIn Oracle Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech 24:08
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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: CJ Gustafson on LinkedIn PartsTech Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix 28:08
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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: Aaron Levine on LinkedIn Prophix Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The AI-Powered Future of Cash Flow with Carlos Vega, Co-Founder and CEO of Tesorio 28:57
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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: Carlos Vega on LinkedIn Tesorio Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The Business of Doing Good with Sam Wehbe, CFO at Medical Teams International 29:05
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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: Sam Wehbe on LinkedIn Medical Teams International Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Building Value Through Financial Analysis with Karl Maier, Founder of Abunden 30:18
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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: Karl Maier on LinkedIn Abunden Website Abunden on LinkedIn If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 CFOs Meet Generative AI with Monica Proothi, Partner and Global Finance Transformation Lead for IBM 27:08
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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: Monica Proothi on LinkedIn IBM Website Chief Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Key Lessons in Financial Leadership with Eric Muhlheim, CFO at Mozilla 34:11
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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: Eric Muhlheim on LinkedIn Mozilla Website HLH Bizworks Website Journey CxO Website Deep Knowledge Investing Website HLH Yeastworks Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro, Managing Partner at BCDN Advisors 54:43
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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: Beatty D'Alessandro on LinkedIn Georgia State University Website Univar Website 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 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Scaling Finance in Tech with Howard Wilson, CFO at PagerDuty 33:41
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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: Howard Wilson on LinkedIn PagerDuty Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The CFO's Role in Shaping Higher Education with John Ferrari, VP of Finance and Administration at Northern Virginia Community College 36:20
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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: John Ferrari on LinkedIn Northern Virginia Community College Website AAFMAA Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The CFO Trifecta Unpacked with Michelle DeBella, CFO at JumpCloud 41:25
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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: Michelle DeBella on LinkedIn JumpCloud Website Forbes Finance Council Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman, Interim CFO and Finance Director at Seidman Financial 47:31
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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: Carl Seidman on LinkedIn Seidman Financial’s Website 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: 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Inside Government Finance with Tonya Johnson-Simmons, Deputy Chief Financial Officer & Director of Financial Management of the U.S. Department of the Interior 40:33
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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: Tonya Johnson-Simmons on LinkedIn U.S. Department of the Interior Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Strategic Financial Engineering with Chad Gold, CFO at G2 36:54
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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: Chad Gold on LinkedIn G2 Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Is a Fractional CFO Right for You? With Luke Boyenger, CEO of Cruzumi CFO & Advisory 39:04
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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: Luke Boyenger on LinkedIn Cruzumi CFO & Advisory Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Transform Your Data with Alyssa Shadinger, CFO at Sisense 32:23
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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: Alyssa Shadinger on LinkedIn Sisense Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn, Director at West Monroe 35:57
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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: Connor Augustyn on LinkedIn West Monroe Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 How to Master Financial Leadership Across Industries with Madhu Jagannathan, CFO at Lob 35:16
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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: Madhu Jagannathan on LinkedIn Lob Website 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 following, rating, and reviewing CFO Weekly are here . 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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CFO Weekly

1 The Future of Finance with Emmanuel Daniel, Founder of The Asian Banker 42:48
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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: Emmanuel Daniel’s Website Emmanuel Daniel on LinkedIn Emmanuel Daniel on Facebook Emmanuel Daniel on Twitter Emmanuel Daniel on Instagram Emmanuel Daniel on YouTube TAB Global Website The Great Transition Book Wealth and Society Website The Asian Banker Website 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: 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 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: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington 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…
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