31 JAN 2023 · Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin. Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink. In this episode, we discuss: -The CFO versus VP of FP&A role -Tech-enabled services for mental health -Navigating turbulent times as a finance professional -The role of a modern CFO -How does the CFO role contribute to a company's culture and values? -How can CFOs ensure that they contribute to defining a company's strategy? Presented by Personiv https://insights.personiv.com/cfo-weekly

24 JAN 2023 · The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are. Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant. In this episode, we discuss: -Relationship building and perseverance for career pivots -The FP&A platform for continuous planning -The role of technology for CFOs -What makes a great CFO? -What makes a good independent director? Presented by Personiv https://insights.personiv.com/cfo-weekly

17 JAN 2023 · There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry. Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC. In this episode, we discuss: -Construction and finance -What should first-time CFOs focus on when taking the role? -CFO versus Senior Director of Finance -Supporting SMBs -The CFO role in the construction industry Presented by Personiv https://insights.personiv.com/cfo-weekly

10 JAN 2023 · Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey. Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor. In this episode, we discuss: -How can you leverage soft skills for career success? -Leadership skills finance executives should master -How do you ensure that you're hiring the right people? -Mentoring entrepreneurs -Building relationships to advance your career Presented by Personiv https://insights.personiv.com/cfo-weekly

3 JAN 2023 · Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig. Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble. In this episode, we discuss: -What is FP&A Bootcamp? -How to enhance and automate FP&A processes -FP&A essential skills -What makes a great CFO? -How can CFOs ensure they have a seat at the table when big strategic decisions are made? -Building trust with cross-functional teams Presented by Personiv https://insights.personiv.com/cfo-weekly

27 DEC 2022 · As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader. Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young. In this episode, we discuss: -A fresh perspective on FP&A -Understanding financial transformation -The six key pillars of financial transformation -How can finance play a part in the decision-making process? -The benefits of getting a fractional CFO on board -What makes a great financial leader? -Tactical mistakes CFOs should be aware of Presented by Personiv https://insights.personiv.com/cfo-weekly

20 DEC 2022 · Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions. Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon. In this episode, we discuss: -Finances for women-owned businesses -The benefits of a fractional CFO for businesses -Fractional versus full-time CFOs -Advice for small business owners looking for a fractional CFO -Women-owned business challenges -Insights into finance leadership in global corporations versus early-stage high-growth companies Presented by Personiv https://insights.personiv.com/cfo-weekly

13 DEC 2022 · The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team. Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies. In this episode, we discuss: -How to combine and manage finance, strategy, and leadership roles -How has the CFO role evolved over time? -Transitioning from finance to operations and strategy roles -Financial leadership in various industries -The importance of prioritizing cybersecurity -Managing a large team to develop a culture for success -Cash flow and accounting for business growth opportunities Presented by Personiv https://insights.personiv.com/cfo-weekly

6 DEC 2022 · The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining traction in the startup space, where CFOs, especially those with cross-functional exposure, are at the CEOs right-hand. They are skilled at funding the company vision while driving fiscal prudence in a landscape of business volatility. Misha is the CFO and Board Director at Strive, a SaaS startup in the sports and fitness space. He has been instrumental in building and guiding the team at Strive. Misha followed his passion for health and fitness when he moved to Strive from his role as COO at Union Square Park Capital Management. He is a qualified CFA with a bachelor's degree in Finance and Investment from Baruch College. In this episode, we discuss the following: -Follow your passion - pivoting from a large investment fund to a SaaS startup -Funding strategies for startups -CFO role evolution - CFO and COO can be two faces of the same coin -Building high-performing teams -Challenges for 2023 Presented by Personiv https://insights.personiv.com/cfo-weekly

29 NOV 2022 · As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that can't adapt lose both money and their best people,and without good people, businesses fail. Brian Radin proposes a clever solution for you to innovate, keep pace with the change, and retain your best talent. It might not sound that juicy, but it focuses on your payroll. Brian is the President of Comdata Prepaid/Payroll at FLEETCOR. In his career, he has proven success with market leaders and startups across software, business services, human capital management, and finance. Brian has been recognized for identifying and securing key partners and sales channels, raising capital, building strategic C-level relationships with the investment community, and developing highly-engaged leadership teams that have increased revenue, profitability, and customer satisfaction. He is also a Board Observer at Instant Financial and Advisor at Runway Venture Partners. In this episode, we discuss: -How can you innovate your payroll process? -What is a pay card and how is it more financially inclusive? -How does on-demand payroll work? -How might on-demand pay help you attract and retain talent? Presented by Personiv https://insights.personiv.com/cfo-weekly