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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/smart-talks-with-ibm">Smart Talks with IBM</a></span>

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Smart Talks with IBM

إلغاء الاشتراك

منذ 12 يومًامنذ 12d ago

إلغاء الاشتراك

شهريا

Join Malcolm Gladwell, author and host of Revisionist History, for Smart Talks with IBM as he speaks with visionaries who are creatively applying technology in business to drive change and transform their industries. This season, Smart Talks with IBM is hitting the road. We’re stepping outside the studio to explore how IBM clients are using artificial intelligence to transform the way they do business. It’s a fresh look behind the curtain of technology, where big ideas meet cutting-edge solutions. This is a paid advertisement from IBM.

CFO Weekly

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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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#MBA #Business #Personiv #Careers #Finance #Accounting #Software #Outsourcing #Vp Finance #Automation #Accounting Leaders #Business Growth #Entrepreneur #Somalia #Fractional CFO #CFO #Operating Systems #Control

CFO Weekly

updated منذ 5 أيام

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268 حلقات

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CFO Weekly

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Cash Forecasting: How CFOs Navigate Financial Distress with Daniel Fulton, Locust Street Advisory 43:27

منذ 5 أيام43:27

التشغيل لاحقا

قوائم

إعجاب

احب

43:27

In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively manage turnarounds and cash forecasting during periods of financial distress. Daniel brings over a decade of experience spanning corporate finance, construction finance, healthcare management, and political finance, with extensive hands-on experience in stabilizing businesses through challenging restructures and high-growth periods. With his diverse background leading companies from near-insolvency to profitability and his expertise in building financial operations processes, Daniel shares how finance teams can implement robust cash forecasting models, manage stakeholder communications during crisis, and create sustainable operational changes. Currently serving as President of Locust Street Advisory, Daniel oversees strategic financial management, turnarounds, and business consulting for companies facing liquidity challenges and growth management issues. What You'll Learn: Why complacency is the most common pitfall that leads businesses into financial distress How to build effective cash forecasting models using straightforward "money in, money out" methodologies The critical importance of categorizing expenses into "must spend," "need to spend," and "would like to spend" buckets Strategies for balancing short-term stabilization with long-term growth opportunities How transparent communication and scenario planning can drive behavioral change in management teams The role of operational process improvements in preventing future financial crises Learn more about Daniel: Daniel Fulton on LinkedIn Locust Street Advisory on LinkedIn 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…

CFO Weekly

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CFO Pulse Report: Insights on AI, Talent, and Resilience with Megan Weis and Jack McCullough 35:44

منذ 12 يومًا35:44

35:44

In this special episode of CFO Weekly, we turn the tables as Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report. Megan brings extensive experience in finance and accounting outsourcing, having started her career as a CPA at Deloitte & Touche before transitioning through roles at BP, Accenture, and Everest Group. She earned her MBA from Duke University and joined Personiv in 2017 to help launch their finance and accounting services division. With her deep background in the evolution of finance operations and talent management, Megan shares insights from the comprehensive survey of 253 finance and accounting leaders across more than 20 industries. Currently serving as a key leader at Personiv, Megan oversees the development of strategic insights that help CFOs navigate the most significant talent shortage in the profession's history while adapting to technological transformation. What You'll Learn: Why the accounting talent shortage has reached critical levels with 150% year-over-year increase in open roles How CFOs are integrating AI, automation, and outsourcing as core strategies beyond temporary fixes The evolution of the CFO role into "Chief Everything Officer" with expanded cross-functional responsibilities Strategies for attracting and retaining Gen Z talent through purpose-driven work and technological fluency How modern finance teams are structured with hybrid onshore, nearshore, and offshore models The critical factors driving CFO confidence and strategic outlook in uncertain economic times Learn more about Megan: Megan Weis on LinkedIn CFO Weekly Podcast Learn more about Jack: Jack McCullough on LinkedIn CFO Leadership Council Website Secrets of Rockstar CFOs Podcast 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…

CFO Weekly

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How to Bridge the Gap Between Finance and Business with Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle 31:29

منذ 19 يومًا31:29

31:29

In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming their roles from back-office functions to strategic business partners through the power of financial storytelling. Soufyan brings extensive experience with over a decade in corporate finance, having worked at PwC, Deloitte, and Proximus, where he discovered firsthand the critical importance of communication skills in finance leadership. With his deep background in FP&A and passion for bridging the gap between technical expertise and essential soft skills, Soufyan shares how finance teams can leverage storytelling to make their insights actionable, influential, and strategically valuable. Currently serving as Chief of Financial Storytelling Program of The Finance Circle, Soufyan oversees tailored training programs that help finance professionals develop business acumen, communication skills, and leadership capabilities to drive business success. What You'll Learn: Why traditional financial reporting structures fail to engage business stakeholders How to filter complex financial data into compelling, actionable messages The role of business acumen, communication, and leadership in effective storytelling Strategies for measuring the impact of improved financial storytelling How AI and automation will enhance the importance of human storytelling skills The pathway from technical expertise to strategic business partnering Learn more about Soufyan: Soufyan Hamid on LinkedIn The Finance Circle 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…

CFO Weekly

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The AI-Powered CFO: Navigating the Future of Finance with Nicolas Boucher, Founder of AI Finance Club 36:33

منذ 26 يومًا36:33

36:33

In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can leverage AI to transform their finance operations through strategic prompting, automation, and human-machine collaboration. Nicolas brings extensive experience with 15 years in finance, including roles at PwC as an auditor across Luxembourg and Singapore, and as a finance leader at Thales, a European aerospace company similar to Boeing. With his deep background in both traditional finance and AI implementation, Nicolas shares how finance teams can transition from manual processes to AI-powered automation using frameworks like CSI and FBI for effective prompting. Currently leading the AI Finance Club community with over 1 million social media followers, Nicolas helps finance professionals develop critical AI skills and avoid common implementation pitfalls while building teams that combine human expertise with robotic efficiency. What You'll Learn: Why effective prompting is more important than choosing the "best" AI tool How to implement the CSI and FBI framework for superior AI outputs The role of AI in enhancing financial forecasting with machine learning algorithms Strategies for automating expense management and compliance monitoring How to balance human expertise with AI-driven insights for optimal results The future of finance leadership as managers of human-robot teams Learn more about Nicolas: Nicolas Boucher on LinkedIn AI Finance Club 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…

CFO Weekly

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How Accounting Firm Owners Transform Profitability with Reza Hooda, Founder of Profitable Accountants Community 24:43

منذ 5 weeks24:43

24:43

In this episode of CFO Weekly , Reza Hooda, Founder of the Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are revolutionizing their business models by moving from hourly billing to value-based pricing. Reza brings extensive experience as a former PwC professional who built and scaled his own seven-figure accounting firm before transitioning to coaching other firm owners. With a deep background in accounting firm transformation and firsthand experience growing from a struggling startup during the 2008 financial crisis to a highly profitable practice working less than 10 hours per week, Reza shares how accounting professionals can leverage specialization, strategic pricing, and systematic approaches to build scalable, profitable firms. As Founder of the Profitable Accountants Community, he has helped over 350 firm owners transform their businesses through his coaching programs and frameworks. What You'll Learn: Why hourly billing creates cash flow problems and limits profitability potential How to transition from time-based to value-based pricing with immediate results The importance of specialization and niching down to command premium pricing Strategies for creating perceived value that justifies higher fees How AI and technology enable more efficient service delivery The framework for building marketing systems that generate leads on autopilot Learn more about Reza: Reza Hooda on LinkedIn The Profitable Accountants Community Website Capture Accounting Website Waiji & Co Chartered Accountants Website The Four Pillars 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…

CFO Weekly

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Unlocking the CFO’s Strategic Power in the AI Era with Kumar Parakala, CEO of Tabhi 44:20

منذ 6 weeks44:20

44:20

In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation in an AI-centric world. Kumar brings 25+ years of experience including 15 years with KPMG where he co-founded the $3 billion technology advisory practice, and recently exited GHD Digital, a global business he founded that grew to 700 professionals across nine countries and was valued at over $400 million. With his deep background in digital transformation and C-suite advisory, Kumar shares how finance leaders can leverage AI for real-time financial intelligence, dynamic forecasting, and strategic decision-making. Currently incubating 100 startups globally through his company Tribeco and bestselling author of "Lead to Disrupt: Seven Keys to Success," Kumar provides insights on how CFOs can transition from reactive financial reporting to proactive future-proofing of their organizations. What You'll Learn: Why CFOs must evolve to become "Chief Future Officers" and business model architects How AI enables real-time financial intelligence and continuous budget management The critical difference between traditional ROI metrics and AI investment evaluation Strategies for CFOs to balance automation with human judgment and leadership How to transform from mechanical financial operations to strategic organizational catalysts The future skills CFOs need: digital intelligence, systems thinking, and design thinking Learn more about Kumar: Kumar Parakala on LinkedIn Tabhi Website "Lead to Disrupt" 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…

CFO Weekly

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AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack 27:40

منذ 7 weeks27:40

27:40

In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic oversight. Sara brings extensive experience as a former VP of Strategic Partnerships at Affirm Inc. and VP of Enterprise Sales, where she witnessed firsthand the chaos of managing hundreds of vendors without proper systems at high-growth companies. With her deep background in fintech and vendor relationship management, Sara shares how finance teams can leverage AI to automate contract term extraction, implement proactive risk alerts, and build comprehensive vendor management systems. Currently serving as CEO of Stackpack, Sara oversees the development of AI-native solutions that help companies transition from manual spreadsheet-based vendor tracking to automated, scalable systems starting at just $199 per month. What You'll Learn: Why CFOs must take a proactive role in vendor management beyond traditional cost oversight How AI can automate contract term extraction with 100% accuracy in minutes versus weeks The critical metrics CFOs should track for effective vendor performance evaluation Strategies for implementing real-time risk alerts and renewal notifications How robust vendor management systems impact investor confidence and operational efficiency The future of AI in vendor discovery, evaluation, and strategic alignment Learn more about Sara: Sara Wyman on LinkedIn Stackpack 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…

CFO Weekly

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Billing Bottleneck and How CFOs Solve Manual Finance Operations with Apurv Bansal, CEO & Co-founder at Zenskar 25:36

منذ 8 weeks25:36

25:36

In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to AI-powered billing and revenue recognition systems. Apurv brings unique insights as a second-time entrepreneur, IIT Delhi and Harvard Business School alumni, who previously co-founded Wishpicker (acquired by Snapdeal) and held leadership roles at Google and Elevation Capital. With his extensive background in fintech and firsthand experience with complex billing challenges at Google, Apurv shares how finance teams can leverage technology to automate manual processes, implement dynamic pricing models, and build investor-ready financial systems. Currently serving as CEO of Zenskar, Apurv oversees the development of AI-native billing solutions that help companies transition from cost-plus to usage-based pricing models. What You'll Learn: Why dynamic pricing models are crucial for competitive advantage in today's market How to align pricing with customer value perception for sustainable growth The role of AI in automating billing and revenue recognition processes Key metrics CFOs should track to evaluate billing system performance Strategies for transitioning from homegrown billing systems to scalable solutions How robust financial systems impact investor confidence and fundraising success Learn more about Apurv: Apurv Bansal on LinkedIn Zenskar 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…

CFO Weekly

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Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP 35:26

منذ 9 weeks35:26

35:26

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…

CFO Weekly

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Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital 27:36

منذ 10 weeks27:36

27:36

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…

CFO Weekly

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Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions 23:39

منذ 11 weeks23:39

23:39

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…

CFO Weekly

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Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning 26:48

منذ 12 weeks26:48

26:48

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…

CFO Weekly

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How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit 25:46

منذ 13 weeks25:46

25:46

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…

CFO Weekly

1
How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar 35:05

منذ 14 weeks35:05

35:05

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…

CFO Weekly

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From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory 37:01

منذ 15 weeks37:01

37:01

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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