https://www.spreaker.com/show/cfo-weekly
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.]]>enManagementCopyright Dan Sanchezhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/67e72595257e0f98b68bc04a0b4ca1e8.jpghttps://www.spreaker.com/show/cfo-weeklyWed, 28 Feb 2024 09:15:10 +0000Dan SanchezDan Sanchezfeeds@spreaker.comLooking 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...
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.]]>false27edf330-d538-5440-aedf-a2bf30144609episodichttps://www.spreaker.com/episode/from-nba-to-tech-enabled-mental-health-services-with-zac-makin--5259264671vjym71Tue, 31 Jan 2023 10:00:00 +0000Dan SanchezFinance 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...2432cfo weekly,eluma,megan weis,personiv,tech-enabled mental health ser,zac makinfalse131fullhttps://www.spreaker.com/episode/how-technology-influences-the-modern-cfo-with-dan-fletcher--52527135j1245pn1Tue, 24 Jan 2023 10:08:00 +0000Dan SanchezThe 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...2442cfo weekly,dan fletcher,how technology influences the ,megan weis,personiv,planfulfalse130fullhttps://www.spreaker.com/episode/the-role-of-a-cfo-in-a-construction-company-with-samantha-cook--5246116681xvy4k1Tue, 17 Jan 2023 10:00:00 +0000Dan SanchezThere 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...2546false129fullhttps://www.spreaker.com/episode/preparing-the-next-generation-of-finance-leaders-with-wassia-kamon--52399482x16jqwz1Tue, 10 Jan 2023 10:00:00 +0000Dan SanchezBecoming 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...1738acm chemistries,cfo weekly,megan weis,personiv,preparing the next generation,wassia kamonfalse128fullhttps://www.spreaker.com/episode/training-fp-a-skills-to-finance-teams-and-business-leaders-with-christian-wattig--5234049271yzy2v0Tue, 03 Jan 2023 10:00:00 +0000Dan SanchezLearning 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....2161cfo weekly,christian wattig,datarails,megan weis,personiv,training fp&a skills to financfalse127fullhttps://www.spreaker.com/episode/what-makes-a-great-cfo-with-chris-ortega--52288312j123v9m0Tue, 27 Dec 2022 10:00:00 +0000Dan SanchezAs 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...2218false126fullhttps://www.spreaker.com/episode/the-benefits-of-a-fractional-cfo-for-women-owned-businesses-with-kathy-svetina--52235380
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]]>x162lv51Tue, 20 Dec 2022 10:00:00 +0000Dan SanchezBusiness 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...
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]]>1727cfo weekly,fractional cfo for women-owned,kathy svetina,megan weis,newcastle finances,personivfalse125fullhttps://www.spreaker.com/episode/exploring-the-cfo-trifecta-finance-strategy-and-leadership-with-kapil-mehta--52172792Kapil 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]]>z0rx2820Tue, 13 Dec 2022 10:00:00 +0000Dan SanchezThe 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...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]]>2579allied digital services,cfo weekly,exploring the cfo trifecta,kapil mehta,megan weis,personivfalse124fullhttps://www.spreaker.com/episode/the-evolving-role-of-cfos-and-negotiating-market-volatility-with-misha-mikhaylov--52108207
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]]>p0km27q0Tue, 06 Dec 2022 10:00:00 +0000Dan SanchezThe 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...
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]]>1653false123fullhttps://www.spreaker.com/episode/how-on-demand-payroll-can-upgrade-your-business-with-brian-radin--52042763Brian 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]]>x1lmzmm0Tue, 29 Nov 2022 10:00:00 +0000Dan SanchezAs 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...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]]>2835brian radin,cfo weekly megan weis,fleetcor,on-demand payroll,personivfalse122fullhttps://www.spreaker.com/episode/unmasking-the-experience-of-a-healthcare-cfo-with-mike-grover--51978140Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models.

In this episode, we discuss:

-Empowering nurse practitioners
-What is a risk-bearing provider?
-The four roles of a healthcare CFO
-What healthcare CFOs should focus on
-Value-based versus traditional care

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>k08lm760Tue, 22 Nov 2022 10:00:00 +0000Dan SanchezHealthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and...Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models.

In this episode, we discuss:

-Empowering nurse practitioners
-What is a risk-bearing provider?
-The four roles of a healthcare CFO
-What healthcare CFOs should focus on
-Value-based versus traditional care

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1953cfo weekly megan weis,greater good health,mike grover,personiv,unmasking the experience of a false121fullhttps://www.spreaker.com/episode/how-great-sales-and-marketing-can-level-up-your-accounting-business-with-tyler-clark--51918325
Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.

In this episode, we discuss:

-The first-ever marketing and sales consulting firm for accounting professionals
-How DreamFirms help accounting firms build their dream businesses
-Traditional versus modern marketing methods
-How to ensure the timing is right for your marketing strategy
-What good content looks like in the accounting space

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81zpvxq1Tue, 15 Nov 2022 10:00:00 +0000Dan SanchezAn accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the...
Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.

In this episode, we discuss:

-The first-ever marketing and sales consulting firm for accounting professionals
-How DreamFirms help accounting firms build their dream businesses
-Traditional versus modern marketing methods
-How to ensure the timing is right for your marketing strategy
-What good content looks like in the accounting space

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2142false120fullhttps://www.spreaker.com/episode/the-art-and-science-of-sourcing-and-procurement-in-2022-with-david-pennino--51918330David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient.

In this episode, we discuss:

-What is LogicSource
-How organizations can buy better
-Reinventing sourcing and procurement
-The advantage of doing sourcing and procurement well
-How companies can buy better in 2022
-The value of indirect procurement to a CEO and CFO
-Misconceptions about procurement

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>80zp6660Tue, 08 Nov 2022 10:00:00 +0000Dan SanchezHow much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that...David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient.

In this episode, we discuss:

-What is LogicSource
-How organizations can buy better
-Reinventing sourcing and procurement
-The advantage of doing sourcing and procurement well
-How companies can buy better in 2022
-The value of indirect procurement to a CEO and CFO
-Misconceptions about procurement

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1996cfo weekly,david pennino,logicsource,megan weis,personiv,the art and science of sourcinfalse119fullhttps://www.spreaker.com/episode/the-role-of-cfo-and-storytelling-in-managing-high-growth-businesses-with-matt-wolf--51918331
As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement.

In this episode, we discuss:

-How can CFOs manage high-growing organizations?
-What is the key to being able to tell a company story in a compelling way to investors in the broader market?
-How can CFOs ensure a successful acquisition integration?
-How can you maintain the entrepreneurial spirit while still managing risks?
-What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>m0jmlqz1Tue, 01 Nov 2022 10:00:00 +0000Dan SanchezWorking across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to...
As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement.

In this episode, we discuss:

-How can CFOs manage high-growing organizations?
-What is the key to being able to tell a company story in a compelling way to investors in the broader market?
-How can CFOs ensure a successful acquisition integration?
-How can you maintain the entrepreneurial spirit while still managing risks?
-What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1949cfo weekly,charthop,managing high-growth businesse,megan weis,personivfalse118fullhttps://www.spreaker.com/episode/why-a-high-growth-company-needs-a-top-class-cfo-with-valerie-bauer-gore--51918333
In this episode, we discuss:

-Maintaining a company's culture remotely
-Growing profits through returns
-The role of a modern CFO

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>41prx561Tue, 25 Oct 2022 10:00:00 +0000Dan SanchezValerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today. In this...
In this episode, we discuss:

-Maintaining a company's culture remotely
-Growing profits through returns
-The role of a modern CFO

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1462cfo weekly,loop,megan weis,personiv,top-class cfo,valerie bauer gorefalse117fullhttps://www.spreaker.com/episode/the-role-of-a-cfo-and-esg-in-the-public-sector-with-hughey-newsome--51918345
In this episode, we discuss:

-Government CFO responsibilities and challenges
-What makes the government CFO role unique
-Why is ESG important for a CFO?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81qr9970Tue, 18 Oct 2022 10:00:00 +0000Dan SanchezWhat does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges...
In this episode, we discuss:

-Government CFO responsibilities and challenges
-What makes the government CFO role unique
-Why is ESG important for a CFO?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>3391cfo and esg in the public sect,cfo weekly,hughey newsome,megan weis,personivfalse116fullhttps://www.spreaker.com/episode/how-to-prepare-your-business-for-growth-and-success-with-tony-tiscornia--51918332
In this episode, we discuss:

-What makes a successful IPO
-Navigating through macroeconomic storms
-The importance of unifying systems
-What an effective finance team looks like

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>70v9wrl1Tue, 11 Oct 2022 10:00:00 +0000Dan SanchezIf there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If...
In this episode, we discuss:

-What makes a successful IPO
-Navigating through macroeconomic storms
-The importance of unifying systems
-What an effective finance team looks like

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2455cfo weekly,coupa,growth and success,megan weis,personiv,tony tiscorniafalse115fullhttps://www.spreaker.com/episode/the-holy-grail-of-growth-with-chad-gold--51918329
In this episode, we discuss:

-What factors make a business grow fast?
-What is the key to managing fast-growing companies successfully?
-Why should CFOs build cross-functional partnerships with all business teams?
-How to establish and manage the right processes in a high-growing company?
-What are the main functions of finance?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>x1lmjrm0Tue, 04 Oct 2022 10:00:00 +0000Dan SanchezAs amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully....
In this episode, we discuss:

-What factors make a business grow fast?
-What is the key to managing fast-growing companies successfully?
-Why should CFOs build cross-functional partnerships with all business teams?
-How to establish and manage the right processes in a high-growing company?
-What are the main functions of finance?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2238cfo weekly,chad gold,holy grail of growth,megan weis,personiv,salesoftfalse114fullhttps://www.spreaker.com/episode/from-teaching-to-finance-an-unconventional-cfo-journey-with-amy-huerta--51918339
For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO.

In this episode, we discuss:

-Amy’s path from teaching to finance
-What is compassionate grit?
-How to manage cross-functional teams effectively?
Advice for future CFOs coming from unconventional backgrounds

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81qrp9j0Tue, 27 Sep 2022 10:00:00 +0000Dan SanchezMany CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they...
For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO.

In this episode, we discuss:

-Amy’s path from teaching to finance
-What is compassionate grit?
-How to manage cross-functional teams effectively?
Advice for future CFOs coming from unconventional backgrounds

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2790amy huerta,an unconventional cfo,cfo weekly,megan weis,personivfalse113fullhttps://www.spreaker.com/episode/why-credit-unions-should-benefit-and-drive-communities-with-steve-arbaugh--51918327In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community.

In this episode, we discuss:

-The differences between a credit union and a commercial bank
-Digitalization of the financial sector
-Why it’s more beneficial to invest in retaining an employee than hiring a new one
-Why it is absolutely vital for businesses to have good relations with their communities

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81zm9m80Tue, 20 Sep 2022 10:44:00 +0000Dan SanchezWe are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial...In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community.

In this episode, we discuss:

-The differences between a credit union and a commercial bank
-Digitalization of the financial sector
-Why it’s more beneficial to invest in retaining an employee than hiring a new one
-Why it is absolutely vital for businesses to have good relations with their communities

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>3056cfo weekly,drive communities,megan weis,personiv,secu maryland,steve arbaughfalse112fullhttps://www.spreaker.com/episode/winning-practices-for-cfos-leading-m-a-transactions-and-the-role-of-esg-for-modern-businesses-with-simone-grimes--51918357
Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives.

In this episode, we discuss::

-What role do CFOs play in an M&A?
-Post-acquisition integration challenges
-How should CFOs prepare themselves for M&As?
-How should businesses square the cost-benefit equation of ESG?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>41ppz6j1Tue, 13 Sep 2022 10:00:00 +0000Dan SanchezMergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for...
Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives.

In this episode, we discuss::

-What role do CFOs play in an M&A?
-Post-acquisition integration challenges
-How should CFOs prepare themselves for M&As?
-How should businesses square the cost-benefit equation of ESG?

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2452false111fullhttps://www.spreaker.com/episode/how-can-cfos-support-business-growth-through-an-m-a-with-charles-freund--51918362
To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives.

In this episode, we discuss:

-Why should CFOs work close to HR
-International growth strategies
-The science behind M&As
-How to lead a successful integration process

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>805xrjz1Tue, 06 Sep 2022 16:14:00 +0000Dan SanchezAs challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes. To better prepare for a...
To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives.

In this episode, we discuss:

-Why should CFOs work close to HR
-International growth strategies
-The science behind M&As
-How to lead a successful integration process

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2567business growth through an m&a,cfo weekly,charles freund,fleetcor,megan weis,personivfalse110fullhttps://www.spreaker.com/episode/real-time-decision-making-tools-for-real-top-performing-cfos-w-rose-punkunus--51918334But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success.

In this episode, we discuss:

-Why should finance professionals automate business processes
-Real-time solutions for strategic finance teams
-How can the right data leverage business decisions

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>p1kyp5y1Tue, 30 Aug 2022 10:00:00 +0000Dan SanchezFinance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with...But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success.

In this episode, we discuss:

-Why should finance professionals automate business processes
-Real-time solutions for strategic finance teams
-How can the right data leverage business decisions

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1974cfo weekly,megan weis,personiv,real-time decision-making,rose punkunus,sudozifalse109fullhttps://www.spreaker.com/episode/business-partnering-the-leading-strategy-towards-your-fp-a-success-w-anders-liu-lindberg--51918352
In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A.

In this episode, we discuss:
-What does business partnering mean?
-How to overcome business partnering challenges?
-Increasing your business partnering influence
-FP&A automation
-How can businesses better structure their FP&A to achieve its full potential?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>70v4p8p0Tue, 23 Aug 2022 10:00:00 +0000Dan SanchezHaving a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence? In this episode of CFO Weekly, Megan Weis is joined by...
In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A.

In this episode, we discuss:
-What does business partnering mean?
-How to overcome business partnering challenges?
-Increasing your business partnering influence
-FP&A automation
-How can businesses better structure their FP&A to achieve its full potential?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2039anders liu-lindberg,business partnering,cfo weekly,fp&a success,megan weis,personivfalse108fullhttps://www.spreaker.com/episode/guiding-and-growing-cfo-talent-w-jack-mccullough--51918346
Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book.

In this episode, we discuss:
-What is the CFO leadership council
-The portrait of a modern CFO
-“Secrets of Rockstar CFOs”
-“The Psychopathic CEO: An Executive Survival Guide”

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>80x4pxk0Tue, 16 Aug 2022 10:00:00 +0000Dan SanchezAccounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you. Jack is the...
Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book.

In this episode, we discuss:
-What is the CFO leadership council
-The portrait of a modern CFO
-“Secrets of Rockstar CFOs”
-“The Psychopathic CEO: An Executive Survival Guide”

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2339cfo leadership council,guiding and growing cfo talent,jack mccullough,megan weis,personivfalse107fullhttps://www.spreaker.com/episode/driving-business-growth-through-disruptive-cfo-leadership-w-melissa-hurrington--51918341Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate.

In this episode, we discuss:
- Why should CFOs learn operations?
- The power of servant leadership in finance
- How to grow your business at a great rate
- How to get winners onboard

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>70ymnwj0Tue, 09 Aug 2022 10:00:00 +0000Dan SanchezWhen it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people. Melissa is the...Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate.

In this episode, we discuss:
- Why should CFOs learn operations?
- The power of servant leadership in finance
- How to grow your business at a great rate
- How to get winners onboard

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>3047cfo leadership,cfo weekly,melissa hurrington,personiv,premier claimsfalse106fullhttps://www.spreaker.com/episode/why-strong-financial-teams-begin-with-a-strong-cfo-leader-w-adnan-mughal--51918343In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers.

In this episode, we discuss:
Finding and retaining the right people
How can CFOs familiarize themselves with operations
Why CFOs need to put people first]]>m1jxlkv1Tue, 02 Aug 2022 10:00:00 +0000Dan SanchezThe CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task,...In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers.

In this episode, we discuss:
Finding and retaining the right people
How can CFOs familiarize themselves with operations
Why CFOs need to put people first]]>2286adnan mughal,cfo,cfo weekly,cherry coatings,finanal services,finance,megan weiss,personvifalse105fullhttps://www.spreaker.com/episode/financing-justice-and-building-high-performing-financial-teams-w-ken-brause--51918353
Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank.

In this episode, we discuss:
Legal financing
What makes a successful CFO?
How can CFOs build high-performing financial teams?]]>80qlxnz1Wed, 27 Jul 2022 08:08:00 +0000Dan SanchezWhat makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause. Ken is a strategic financial executive...
Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank.

In this episode, we discuss:
Legal financing
What makes a successful CFO?
How can CFOs build high-performing financial teams?]]>2114burford capital,cfo,finanal services,finance,fintech,healthcare,ken brause. personiv,legal financing,succesful cfofalse104fullhttps://www.spreaker.com/episode/becoming-a-saas-guru-w-anthony-nitsos--51918364
Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security.

Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success.

In this episode, we discuss:

- Managing ERP implementation
- About Saas Gurus
- The science behind rapid scaling

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>j12nl5p1Tue, 19 Jul 2022 10:00:00 +0000Dan SanchezAnthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the...
Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security.

Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success.

In this episode, we discuss:

- Managing ERP implementation
- About Saas Gurus
- The science behind rapid scaling

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2665anthony nitsos,cfo,cfo weekly,chief finance officer,megan weis,personiv,saas,saas gurufalse103fullhttps://www.spreaker.com/episode/mastering-financial-planning-and-analysis-w-paul-barnhurst--51918347
Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more.

In this episode, we discuss:

- FP&A role and value
- The FP&A Guy
- FP&A tools and techs

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>71w45660Tue, 12 Jul 2022 10:00:00 +0000Dan SanchezFP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist....
Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more.

In this episode, we discuss:

- FP&A role and value
- The FP&A Guy
- FP&A tools and techs

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1410businessm growth,cfo,cfo weekly,chief finance officer,fp&a,mastering financial planning a,megan weis,paul barnhurst,personivfalse102fullhttps://www.spreaker.com/episode/the-science-behind-thriving-financial-leadership-w-grant-fitz--51918369
Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors.

In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future.

Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity.

In this episode, we discuss:

- Shaping the personal leadership style
- Transitioning from public to private sector
- What should CFOs consider when launching a new product?
- Tips and advice for CFO newbies]]>81njjpr1Tue, 05 Jul 2022 10:00:00 +0000Dan SanchezGrant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership. Grant brings nearly thirty years of experience overseeing accounting, business support,...
Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors.

In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future.

Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity.

In this episode, we discuss:

- Shaping the personal leadership style
- Transitioning from public to private sector
- What should CFOs consider when launching a new product?
- Tips and advice for CFO newbies]]>2531cfo,cfo weekly,finance,grant fitz,megan weis,personiv,the science behind thriving fifalse101fullhttps://www.spreaker.com/episode/empowering-fp-a-teams-into-advisory-and-strategic-roles-w-thomas-kyei-boateng--51918349
In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology.

Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC.

In this episode, we discuss:

- Leveraging your cyber security strategy
- Aligning finances with strategy
- Accelerating business growth
- How to become a CFO?]]>x06mw331Tue, 28 Jun 2022 10:00:00 +0000Dan SanchezIn this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions. In his CFO role at ISACA, Thomas...
In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology.

Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC.

In this episode, we discuss:

- Leveraging your cyber security strategy
- Aligning finances with strategy
- Accelerating business growth
- How to become a CFO?]]>2205cfo,cfo weekly,empowering fp&a teams into adv,fp&a,isaca,megan weis,personiv,thomas kyei-boatengfalse100fullhttps://www.spreaker.com/episode/paving-the-road-to-become-a-world-class-cfo-w-steve-rosvold--51918366
He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership.

Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success.

In this episode, we discuss:

- Upgrading your financial skills and career
- What do the next generation CFOs look like?
- CFO.University self-assessment tool

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0r7n941Tue, 21 Jun 2022 10:00:00 +0000Dan SanchezWhat do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible...
He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership.

Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success.

In this episode, we discuss:

- Upgrading your financial skills and career
- What do the next generation CFOs look like?
- CFO.University self-assessment tool

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2189cfo,cfo.university,cfo weekly,megan weis,paving the road to become a wo,personiv,steve rosvoldfalse99fullhttps://www.spreaker.com/episode/how-can-cfos-face-challenges-at-high-growth-companies-w-jim-morgan--51918387
Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management.

He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently.

In this episode, we discuss:

- How can CFOs leverage data analytics?
- Attracting and retaining talent
- Challenges CFOs face at high-growth companies

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>p1kyvw91Tue, 14 Jun 2022 10:00:00 +0000Dan SanchezLeading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we invited that kind of expert and business leader. Jim Morgan, Chief Financial Officer at CallRail, is a...
Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management.

He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently.

In this episode, we discuss:

- How can CFOs leverage data analytics?
- Attracting and retaining talent
- Challenges CFOs face at high-growth companies

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1831business challenges,callrail,cfo,cfo weekly,how can cfos face challenges a,jim morgan,megan weisfalse98fullhttps://www.spreaker.com/episode/becoming-a-superboss-and-building-stronger-companies-w-sydney-finkelstein--51918335
Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance.

Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast.

In this episode, we discuss:

- How can you learn to ask the best question?
- Leading through crisis and change
- Finding the right job
- What makes Superbosses stand out?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0r722r1Tue, 07 Jun 2022 10:00:00 +0000Dan SanchezWhat do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one of the most exceptional leaders, Sydney Finkelstein. Sydney is a Professor at the Tuck School of...
Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance.

Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast.

In this episode, we discuss:

- How can you learn to ask the best question?
- Leading through crisis and change
- Finding the right job
- What makes Superbosses stand out?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2556becoming a superboss and build,business,cfo,cfo weekly,leadership,megan weis,sydney finkelsteinfalse97fullhttps://www.spreaker.com/episode/embracing-data-analytics-to-improve-internal-audits-w-yusuf-moolla--51918390
Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor.

In this episode, we discuss:

- Helping internal audit teams use data
- Why should CFOs support the use of audit data analytics?
- How does a successful audit find solutions across departments?
- Using data for more effectively and higher-quality audits

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>70ymjp30Tue, 31 May 2022 10:00:00 +0000Dan SanchezWhy is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps improve audit quality and acquires better insights on a business. But there are many more causes that...
Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor.

In this episode, we discuss:

- Helping internal audit teams use data
- Why should CFOs support the use of audit data analytics?
- How does a successful audit find solutions across departments?
- Using data for more effectively and higher-quality audits

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1642cfo weekly,chief operating officer,embracing data analytics to im,megan weis,personiv,risk insights,yusuf moollafalse96fullhttps://www.spreaker.com/episode/driving-growth-through-accounts-payable-automation-w-sarah-spoja--51918361
But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments.

Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors.

In this episode, we discuss:

- Automating the AP and payment management processes
- The implications of Tipalti software for finance professionals
- What does the modern CFO look like?
- The benefits of automating payables

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0r7l8v1Tue, 24 May 2022 10:00:00 +0000Dan SanchezWhat is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give some good answers to. But if automation sounds new to you, we got you covered. Sarah Spoja, Chief...
But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments.

Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors.

In this episode, we discuss:

- Automating the AP and payment management processes
- The implications of Tipalti software for finance professionals
- What does the modern CFO look like?
- The benefits of automating payables

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2064cfo,cfo weekly,chief finance officer,driving growth through account,megan weis,personiv,sarah spoja,tipaltifalse95fullhttps://www.spreaker.com/episode/creating-financial-visibility-and-improving-your-accounting-processes-and-financial-reporting-w-brian-hayes--51918400
Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements.

Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting.

In this episode, we discuss:

- Why do CFOs need to understand business operations?
- What does a roll-up-your-sleeves approach to financial consulting entail?
- How to get better visibility into your company's financial performance?
- How can CFOs improve the accounting processes and financial reporting?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0rvkr50Tue, 17 May 2022 10:00:00 +0000Dan SanchezModern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO,...
Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements.

Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting.

In this episode, we discuss:

- Why do CFOs need to understand business operations?
- What does a roll-up-your-sleeves approach to financial consulting entail?
- How to get better visibility into your company's financial performance?
- How can CFOs improve the accounting processes and financial reporting?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1938brian hayes,cfo,cfo weekly,creating financial visibility ,financial reporting,megan weis,now cfo,personivfalse94fullhttps://www.spreaker.com/episode/don-t-fake-the-funk-change-your-life-and-grow-your-business-w-ken-mr-biz-wentworth--51918344Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others.

Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. .

In this episode, we discuss:

- Don't Fake the Funk book
- The SMAC acronym
- How Mr. Biz supports businesses?
- What a fractional CFO does?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>7032kpr1Tue, 10 May 2022 10:00:00 +0000Dan SanchezIf you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue...Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others.

Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. .

In this episode, we discuss:

- Don't Fake the Funk book
- The SMAC acronym
- How Mr. Biz supports businesses?
- What a fractional CFO does?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>3139and grow your business,cfo,cfo weekly,change your life,don't fake the funk,ken "mr. biz" wentworth,megan weis,mr. bizfalse93fullhttps://www.spreaker.com/episode/why-cfos-should-be-the-driving-force-behind-the-esg-strategy-w-john-truzzolino--51918383
To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events.

In this episode, we discuss:

- The role of ESG in the financial services industry
- How to monetize ESG?
- What is the role of a CFO in building the ESG strategy?
- How to build an effective ESG strategy?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>60mwv950Tue, 03 May 2022 10:00:00 +0000Dan SanchezThese days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a...
To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events.

In this episode, we discuss:

- The role of ESG in the financial services industry
- How to monetize ESG?
- What is the role of a CFO in building the ESG strategy?
- How to build an effective ESG strategy?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1858cfo,cfo weekly,chief finance officer,esg,john truzzolino,megan weis,why cfos should be the drivingfalse92fullhttps://www.spreaker.com/episode/helping-finance-leaders-become-the-heroes-of-their-organizations-w-christina-ross--51918351
Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization.

In this episode, we discuss:

- How to accelerate your FP&A?
- Transitioning from a CFO to a CEO
- Empowering finance leaders
- What is the role of automation in FP&A?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0rvp320Tue, 26 Apr 2022 10:00:00 +0000Dan SanchezThe world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them?...
Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization.

In this episode, we discuss:

- How to accelerate your FP&A?
- Transitioning from a CFO to a CEO
- Empowering finance leaders
- What is the role of automation in FP&A?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2065business,ceo,cfo,cfo-weekly,christina ross,financial analysis,fp&a,helping finance leaders become,megan weissfalse91fullhttps://www.spreaker.com/episode/how-can-corporate-financial-professionals-drive-their-career-growth-successfully-w-bryan-lapidus--51918417
Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs.

In this episode, we discuss:

- Advancing financial and professional success
- The changing role of a CFO
- Upskilling financial professionals
- Strengthening an organization's strategic forecasting process

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>v17kywm1Tue, 19 Apr 2022 10:00:00 +0000Dan SanchezThe world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can...
Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs.

In this episode, we discuss:

- Advancing financial and professional success
- The changing role of a CFO
- Upskilling financial professionals
- Strengthening an organization's strategic forecasting process

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2775false90fullhttps://www.spreaker.com/episode/driving-financial-success-in-a-nonprofit-world-w-david-damond--51918365
David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue.

Today, Dave reveals what it takes to become a successful CFO in the nonprofit space.

In this episode, we discuss:

- The role and responsibilities of a CFO in nonprofit space
- Hiring the right CFO
- What does it take to Become a Successful CFO at a Nonprofit Organization?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>k08kyj81Tue, 12 Apr 2022 10:00:00 +0000Dan SanchezDoes your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where...
David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue.

Today, Dave reveals what it takes to become a successful CFO in the nonprofit space.

In this episode, we discuss:

- The role and responsibilities of a CFO in nonprofit space
- Hiring the right CFO
- What does it take to Become a Successful CFO at a Nonprofit Organization?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1546cfo,cfo weekly,dave damond,driving financial success in a,march of dimes,megan weiss,personivfalse89fullhttps://www.spreaker.com/episode/financing-renewable-energy-w-sarah-wells--51918411
How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges.

Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic.

In this episode, we discuss:

- The nuances of the renewable energy industry
- Skills and traits for accountants in the renewable energy sector
- How a clean energy company functions operationally

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>61mw6kn1Tue, 05 Apr 2022 10:00:00 +0000Dan SanchezOne of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial...
How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges.

Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic.

In this episode, we discuss:

- The nuances of the renewable energy industry
- Skills and traits for accountants in the renewable energy sector
- How a clean energy company functions operationally

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1853business growth,cfo,cfo weekly,finance,financing renewable energy,megain weiss,renewable energy,sarah wellsfalse88fullhttps://www.spreaker.com/episode/how-cfos-play-a-key-role-in-supporting-business-growth-through-fundraising-w-jeremy-foster--51918348
So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us.

In this episode, we discuss:

- The #1 CFO challenge
- The CFO role in work culture
- How CFOs can support growth within a company
- The role of the CFO when preparing for fundraising

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>p1kxpxk0Tue, 29 Mar 2022 10:00:00 +0000Dan SanchezThe role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making...
So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us.

In this episode, we discuss:

- The #1 CFO challenge
- The CFO role in work culture
- How CFOs can support growth within a company
- The role of the CFO when preparing for fundraising

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2032business growth,cfo,cfo weekly,how cfos play a key role in su,jeremy foster,talroofalse87fullhttps://www.spreaker.com/episode/how-can-cfos-drive-the-right-plan-for-transitioning-the-business-towards-the-growth-stage-w-bal-bhullar--51918363
But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company?

Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage.

In this episode, we discuss:

- What does it mean to be a CFO today?
- How to transition a company from the developmental stage to the growth stage?
- What do CFOs need to know to grow a company successfully?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>v07kzx40Tue, 22 Mar 2022 10:00:00 +0000Dan SanchezOne of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. But who said that's easy to do. Many businesses...
But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company?

Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage.

In this episode, we discuss:

- What does it mean to be a CFO today?
- How to transition a company from the developmental stage to the growth stage?
- What do CFOs need to know to grow a company successfully?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1673bal bhullar,cfo,electra meccanica vehicle corp,how can cfos drive the right p,lydia adams,personivfalse86fullhttps://www.spreaker.com/episode/how-to-map-out-your-career-path-and-lead-boldly-w-bolanle-williams-olley--51918367
Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success.

In this episode, we discuss:

- How technology improves a business
- Creating space for women in organizations
- Building your career path boldly

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>80qwy7k0Tue, 15 Mar 2022 10:00:00 +0000Dan SanchezTell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then...
Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success.

In this episode, we discuss:

- How technology improves a business
- Creating space for women in organizations
- Building your career path boldly

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2511bolanle williams-olley,cfo,chief financial officerhow to false85fullhttps://www.spreaker.com/episode/strengthening-the-financial-engine-of-a-future-publicly-traded-company-w-michael-keogh--51918424
Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies.

In this episode, we discuss:

- How to identify non-scalable processes
- How CFOs can prepare to transition to a publicly-traded company
- What CFOs need to know about technology companies before joining them

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>x16w8740Tue, 08 Mar 2022 10:00:00 +0000Dan SanchezIs being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry. Today, Michael...
Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies.

In this episode, we discuss:

- How to identify non-scalable processes
- How CFOs can prepare to transition to a publicly-traded company
- What CFOs need to know about technology companies before joining them

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2062cfo,michael keogh,publicly-traded companies strefalse84fullhttps://www.spreaker.com/episode/how-can-operational-cfos-successfully-drive-change-management-w-jennifer-herdler--51918384
Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it.

In this episode, we discuss:

- The role of an operational CFO
- What you need to become a great operational CFO
- The key for successful change management

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>k18kp330Tue, 01 Mar 2022 10:00:00 +0000Dan SanchezEvery business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth...
Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it.

In this episode, we discuss:

- The role of an operational CFO
- What you need to become a great operational CFO
- The key for successful change management

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1992false83fullhttps://www.spreaker.com/episode/what-is-the-role-of-a-franchise-cfo-w-abraham-sherman--51918399
Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities.

In this episode, we discuss:

- The role of a CFO in a franchising environment?
- Financial strategies to save and generate millions of dollars
- Why CFOs need to reinvent themselves constantly

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>805k5990Tue, 22 Feb 2022 10:00:00 +0000Dan SanchezThere are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, building a finance and accounting team, to driving revenue. How could it be even more challenging? By...
Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities.

In this episode, we discuss:

- The role of a CFO in a franchising environment?
- Financial strategies to save and generate millions of dollars
- Why CFOs need to reinvent themselves constantly

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2035abraham sherman,cfo,chief financial officer,eym group,franchise,what is the role of a franchisfalse82fullhttps://www.spreaker.com/episode/strategic-planning-and-forecasting-for-the-future-w-john-cappadona--51918374
However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully.

In this episode, we discuss:

- Managing the pandemic challenges
- Setting up successful scenario planning and forecasting
- Strategic planning

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>80z8p9y0Tue, 15 Feb 2022 10:00:00 +0000Dan SanchezFor the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create business plans for the future. However, our today's guest knows a secret. John Cappadona, the...
However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully.

In this episode, we discuss:

- Managing the pandemic challenges
- Setting up successful scenario planning and forecasting
- Strategic planning

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2602cfo,chief financial officer,john cappadona,music,school of rock,strategic planning and forecasfalse81fullhttps://www.spreaker.com/episode/how-to-manage-the-supply-chain-disruptions-w-bona-allen--51918394
As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better.

In this episode, we discuss:

- Leading and developing relationships
- Dealing with supply chain challenges
- How to drive strategic value to grow revenue and margin

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>71vrr691Tue, 08 Feb 2022 10:00:00 +0000Dan SanchezWhether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two years. But it's an issue that seems to be here for the foreseeable future. As a result, we've...
As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better.

In this episode, we discuss:

- Leading and developing relationships
- Dealing with supply chain challenges
- How to drive strategic value to grow revenue and margin

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2261bona allen,cfo,how to manage the supply chain,kajima group,kbd groupfalse80fullhttps://www.spreaker.com/episode/learning-the-best-practices-of-an-m-a-finance-process-w-liz-hosman-and-mark-miller--51918359
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.

In this episode, we discuss:

- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81qw9wq1Tue, 01 Feb 2022 10:00:00 +0000Dan SanchezIn August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country. To understand what an M&A process looks like from a...
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.

In this episode, we discuss:

- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1595best practices,liz hosman,m&a finance process,mark millerfalse79fullhttps://www.spreaker.com/episode/why-on-demand-pay-can-become-the-future-payroll-model-with-scot-parnell--51918392
Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay.

In this episode, we discuss:

- What is on-demand pay?
- The ups and downs of on-demand pay
- How to successfully move from a large company to an earlier stage growth company

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>j12jkvw1Tue, 25 Jan 2022 10:00:00 +0000Dan SanchezScot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and soundness of their offering. Scot spent over twenty years as a finance leader in various...
Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay.

In this episode, we discuss:

- What is on-demand pay?
- The ups and downs of on-demand pay
- How to successfully move from a large company to an earlier stage growth company

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2004false78fullhttps://www.spreaker.com/episode/mastering-financial-modeling-for-top-business-decisions-w-ian-schnoor--51918396
Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation.

In this episode, we discuss:

- What is financial modeling?
- Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions?
- Using your team members’ existing education and professional experience to have them become financial modelers
- How can financial modeling ensure success if you want to launch or acquire a new business?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>x16wnpn0Tue, 18 Jan 2022 10:00:00 +0000Dan SanchezMany employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFOs don’t fully understand what financial modeling is – or its importance. It is critically important to...
Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation.

In this episode, we discuss:

- What is financial modeling?
- Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions?
- Using your team members’ existing education and professional experience to have them become financial modelers
- How can financial modeling ensure success if you want to launch or acquire a new business?

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2397false77fullhttps://www.spreaker.com/episode/the-evolving-role-of-the-cfo-w-chris-caprio--51918408
During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country.

In this episode, we discuss:

- How can a CFO effectively manage HR
- The evolving role of the CFO
- Why CFOs need to stretch their budgets on achieving long-term goals

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>v17k7z31Tue, 11 Jan 2022 10:00:00 +0000Dan SanchezChris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in...
During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country.

In this episode, we discuss:

- How can a CFO effectively manage HR
- The evolving role of the CFO
- Why CFOs need to stretch their budgets on achieving long-term goals

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1477false76fullhttps://www.spreaker.com/episode/understanding-the-spac-ipo-versus-a-traditional-ipo-w-thomas-kramer--51918350
At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time.

In this episode, we discuss:

- The company’s life cycle
- The evolving role of a CFO
- SPAC IPO versus traditional IPO

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>61mw9671Tue, 04 Jan 2022 10:00:00 +0000Dan SanchezThomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. At IonQ, he focuses on...
At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time.

In this episode, we discuss:

- The company’s life cycle
- The evolving role of a CFO
- SPAC IPO versus traditional IPO

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1922ipo,thomas kramer,understanding the spac ipo verfalse75fullhttps://www.spreaker.com/episode/leveraging-real-time-financial-data-software-w-benjamin-taylor--51918391
Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time.

In this episode, we discuss:

- Managing critical financial data
- API driven accounting
- Real-time financials

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>m1jk6x50Tue, 28 Dec 2021 10:00:00 +0000Dan SanchezTerms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the...
Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time.

In this episode, we discuss:

- Managing critical financial data
- API driven accounting
- Real-time financials

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1326benjamin taylor,ceo,leveraging real-time financial,softledgerfalse74fullhttps://www.spreaker.com/episode/remote-financial-management-in-high-growing-companies-w-ken-kaufman--51918415
Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts.

In this episode, we discuss:

- Opportunities in high-growing companies
- How to efficiently manage a remote finance team
- Tips on finding the best financial talent
- Maintenance versus growth OPEX

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0r5kxn1Tue, 21 Dec 2021 10:00:00 +0000Dan SanchezIn the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. Ken Kaufman...
Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts.

In this episode, we discuss:

- Opportunities in high-growing companies
- How to efficiently manage a remote finance team
- Tips on finding the best financial talent
- Maintenance versus growth OPEX

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2194high growth companies,ken kaufman,personiv,remote financial management infalse73fullhttps://www.spreaker.com/episode/increasing-brand-awareness-w-ami-myrland--51918439
Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness.

Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool.

In this episode, we discuss:

- Why businesses need to focus on communities
- How to leverage LinkedIn to develop your brand
- How a CFO can build a successful working relationship with the CMO to increase brand awareness

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>z0r5w691Tue, 14 Dec 2021 10:00:00 +0000Dan SanchezWhy do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social...
Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness.

Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool.

In this episode, we discuss:

- Why businesses need to focus on communities
- How to leverage LinkedIn to develop your brand
- How a CFO can build a successful working relationship with the CMO to increase brand awareness

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2135ami myrland,capitol bank,cfo,increasing brand awareness,svpfalse72fullhttps://www.spreaker.com/episode/driving-strategic-value-for-business-growth-w-tom-fencl--51918412
Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business.

In this episode, we discuss:

- How Pricefx grew from 74 to 400 employees
- How a company can maintain processes and manage risks
- Financial tools and tactics for growing a business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81z34j40Tue, 07 Dec 2021 10:52:00 +0000Dan SanchezGrowth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities,...
Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business.

In this episode, we discuss:

- How Pricefx grew from 74 to 400 employees
- How a company can maintain processes and manage risks
- Financial tools and tactics for growing a business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1973chief financial officer,driving strategic value for bu,pricefx,tom fenclfalse71fullhttps://www.spreaker.com/episode/why-every-business-owner-needs-to-have-exit-strategies-w-marvin-storm--51918462
Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes.

In this episode, we discuss:

- Challenges That Business Owners Face
- Why Unprepared Entrepreneurs Fail to Exit a Business
- How to Prepare and Exit a Business Successfully

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>p0kkz2j0Tue, 30 Nov 2021 10:00:00 +0000Dan SanchezDid you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments....
Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes.

In this episode, we discuss:

- Challenges That Business Owners Face
- Why Unprepared Entrepreneurs Fail to Exit a Business
- How to Prepare and Exit a Business Successfully

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2609business owner,exit strategies,host of the business exit stor,marvin stormfalse70fullhttps://www.spreaker.com/episode/how-to-attract-and-retain-the-best-and-brightest-talent-w-naveed-tejany--51918376
Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems.
Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical.

In this episode, we discuss:

- OJO's distinctive business model
- How to hire the best talent for each role
- Insights on how to retain talent
- The contribution of engagement and transparency in retaining talent

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>x0657w61Tue, 23 Nov 2021 10:00:00 +0000Dan SanchezEngagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has...
Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems.
Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical.

In this episode, we discuss:

- OJO's distinctive business model
- How to hire the best talent for each role
- Insights on how to retain talent
- The contribution of engagement and transparency in retaining talent

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2691cfo,how to attract and retain the ,naveed tejany,ojo labsfalse69fullhttps://www.spreaker.com/episode/how-to-become-a-successful-data-driven-organization-w-chip-pate--51918377
Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink.

In this episode, we discuss:

- How the role of CFO has evolved over the last two decades
- The core of a data-driven organization
- How to overcome organizational resistance when applying data

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81nxv361Tue, 16 Nov 2021 10:00:00 +0000Dan SanchezThese days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another....
Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink.

In this episode, we discuss:

- How the role of CFO has evolved over the last two decades
- The core of a data-driven organization
- How to overcome organizational resistance when applying data

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1824chip pate,data-driven organizationfalse68fullhttps://www.spreaker.com/episode/focus-on-numbers-and-people-to-drive-a-successful-business-w-april-downing--51918382
April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth.

In this episode, we discuss:

- What leads to a successful customer experience
- The role of culture and leadership in delighting customers
- Why a CFO needs to focus on a positive employee experience

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>j02x2zr0Tue, 09 Nov 2021 10:00:00 +0000Dan SanchezGood customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude...
April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth.

In this episode, we discuss:

- What leads to a successful customer experience
- The role of culture and leadership in delighting customers
- Why a CFO needs to focus on a positive employee experience

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2636april downing,focus on numbers and people to,successful businessfalse67fullhttps://www.spreaker.com/episode/how-to-lead-your-business-to-a-successful-ipo-w-tyler-sloat--51918413
To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public.

In this episode, we discuss:

- How Freshworks' products allow customers to engage with their customers and employees
- How a company can determine the right timing to go IPO
- Why going IPO became a historic event for Freshworks and the software industry
- Why organizations going IPO must focus on operational readiness and execution readiness

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>j12xz461Tue, 02 Nov 2021 10:00:00 +0000Dan SanchezHow can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers...
To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public.

In this episode, we discuss:

- How Freshworks' products allow customers to engage with their customers and employees
- How a company can determine the right timing to go IPO
- Why going IPO became a historic event for Freshworks and the software industry
- Why organizations going IPO must focus on operational readiness and execution readiness

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1716how to lead your business to a,ipo,tyler sloatfalse66fullhttps://www.spreaker.com/episode/the-incalculable-benefits-of-servant-leadership-w-dave-sackett--51918373
Due to the strain on the workforce caused by the pandemic, servant leadership is becoming more prevalent. Leading with empathy and giving employees more ownership over their work is becoming the norm, rather than an outlier.

Dave Sackett, Chief Solutions Architect at Visibility Corporation, joins the show to explain servant leadership, its benefits, and how it makes us better leaders.

In this episode, we discuss:

- The core philosophy behind servant leadership
- Why it’s not being taught on a wider scale
- How to become a servant leader
- The benefits and downsides of servant leadership

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>70wrnmw1Tue, 26 Oct 2021 09:34:00 +0000Dan SanchezThe term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, sharing responsibility—have been around for awhile. Due to the strain on the workforce caused by the...
Due to the strain on the workforce caused by the pandemic, servant leadership is becoming more prevalent. Leading with empathy and giving employees more ownership over their work is becoming the norm, rather than an outlier.

Dave Sackett, Chief Solutions Architect at Visibility Corporation, joins the show to explain servant leadership, its benefits, and how it makes us better leaders.

In this episode, we discuss:

- The core philosophy behind servant leadership
- Why it’s not being taught on a wider scale
- How to become a servant leader
- The benefits and downsides of servant leadership

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1223cfo,cfoweekly,dave sackett,servant leadershipfalse65fullhttps://www.spreaker.com/episode/spacs-the-future-of-the-finance-function-w-drew-hamer--51918354But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process.

Drew Hamer, Chief Financial Officer at Velodyne Lidar, Inc., joins the show to explain how SPACs work and why they are here to stay.

In this episode, we discuss:

- The benefits of going the SPAC route
- Technology needed to be ready for the future
- Where to start when centralizing processes

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>81q9y8q1Wed, 20 Oct 2021 08:11:00 +0000Dan SanchezSPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process. Drew Hamer, Chief...But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process.

Drew Hamer, Chief Financial Officer at Velodyne Lidar, Inc., joins the show to explain how SPACs work and why they are here to stay.

In this episode, we discuss:

- The benefits of going the SPAC route
- Technology needed to be ready for the future
- Where to start when centralizing processes

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>1937cfo,drew hamer,finance,future,personivfalse64fullhttps://www.spreaker.com/episode/automation-love-it-or-hate-it-you-need-to-learn-it-w-max-gray--51918371
But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise.

To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show.

In this episode, we discuss:

- The benefits of tableau

- When and when not to automate

- Dealing with change management

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv 

https://insights.personiv.com/cfo-weekly ]]>70yvzpk1Tue, 12 Oct 2021 09:00:00 +0000Dan SanchezAutomation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise. To help...
But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise.

To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show.

In this episode, we discuss:

- The benefits of tableau

- When and when not to automate

- Dealing with change management

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv 

https://insights.personiv.com/cfo-weekly ]]>1643false63fullhttps://www.spreaker.com/episode/what-it-takes-to-be-a-sustainable-startup-cfo-w-joel-krutz--51918427
Could you handle the transition? 

This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience.

In this episode, we discuss:

- What compelled Joel to make the transition

- How an SEC-traded startup requires a CFO who is part engineer, part artist

- How Joel thinks about hiring 

- The role of empathy plays in success as a startup CFO

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv 

https://insights.personiv.com/cfo-weekly]]>219yn9z1Tue, 05 Oct 2021 16:55:00 +0000Dan SanchezImagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Could you handle the transition?  This week’s guest doesn’t have to imagine. Joel Krutz did...
Could you handle the transition? 

This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience.

In this episode, we discuss:

- What compelled Joel to make the transition

- How an SEC-traded startup requires a CFO who is part engineer, part artist

- How Joel thinks about hiring 

- The role of empathy plays in success as a startup CFO

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv 

https://insights.personiv.com/cfo-weekly]]>2694false62fullhttps://www.spreaker.com/episode/the-evolution-of-the-cfo-role-w-rick-smith--51918355
Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business. 

Success doesn’t come to CFOs who sit still. 

Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail. 

Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure.

In this episode, we discuss:


- How the CFO role has evolved over time


- How a CFO’s role evolves across growth stages


- How you need to evolve as a CFO to handle international business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>80595r60Tue, 28 Sep 2021 09:00:00 +0000Dan SanchezThe CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth...
Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business. 

Success doesn’t come to CFOs who sit still. 

Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail. 

Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure.

In this episode, we discuss:


- How the CFO role has evolved over time


- How a CFO’s role evolves across growth stages


- How you need to evolve as a CFO to handle international business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>2751false61fullhttps://www.spreaker.com/episode/cfo-weekly-is-back--51918372
Be on the lookout for new episodes every week starting on September 28th.

Expect topics like:

-The evolution of the CFO role

-Leading a sustainable startup

-Automation

-Going public

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv

https://insights.personiv.com/cfo-weekly ]]>m0jrlpp0Tue, 21 Sep 2021 09:00:00 +0000Dan SanchezAfter a brief summer hiatus, CFO Weekly is back! Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The evolution of the CFO role -Leading a sustainable startup -Automation -Going public For more...
Be on the lookout for new episodes every week starting on September 28th.

Expect topics like:

-The evolution of the CFO role

-Leading a sustainable startup

-Automation

-Going public

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! 

Presented by Personiv

https://insights.personiv.com/cfo-weekly ]]>123falsefullhttps://www.spreaker.com/episode/what-it-takes-to-be-a-modern-cfo-w-zach-howard--51918425
But if you want to become a CFO, it’s important to focus on the mid-stage of your career.

That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road.
In this episode, we discuss:


- How technology is shaping the CFO role


- The 3 most important steps young professionals should take to become CFO


- Why fit and willingness to learn are the most important considerations for hiring in today’s workplace

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!
Presented by Personiv
https://insights.personiv.com/cfo-weekly]]>j12x3rq1Tue, 03 Aug 2021 09:15:00 +0000Dan SanchezBecoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career. That’s how today’s guest, Zach Howard ended up Chief...
But if you want to become a CFO, it’s important to focus on the mid-stage of your career.

That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road.
In this episode, we discuss:


- How technology is shaping the CFO role


- The 3 most important steps young professionals should take to become CFO


- Why fit and willingness to learn are the most important considerations for hiring in today’s workplace

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!
Presented by Personiv
https://insights.personiv.com/cfo-weekly]]>1701false60fullhttps://www.spreaker.com/episode/the-6-p-s-of-selling-your-business-exiting-rich-w-michelle-seiler-tucker--51918455
As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top.

But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them…

Be in that 20% prepared to sell and ready to exit rich.

To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built.

In this episode, we discuss:


- Why 80% of companies never sell


- The 5 types of buyers (and which to target)


- The 6 P’s of selling your business

And be sure to check out these helpful resources:


- www.exitrichbook.com 


- www.seilertucker.com

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>40py9qj1Tue, 27 Jul 2021 09:15:00 +0000Dan SanchezWhen you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting? As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top. But...
As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top.

But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them…

Be in that 20% prepared to sell and ready to exit rich.

To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built.

In this episode, we discuss:


- Why 80% of companies never sell


- The 5 types of buyers (and which to target)


- The 6 P’s of selling your business

And be sure to check out these helpful resources:


- www.exitrichbook.com 


- www.seilertucker.com

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly]]>3401false59fullhttps://www.spreaker.com/episode/digital-transformation-the-cfo-w-thomas-anderson--51918358

What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry?


From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before.


On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current.


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>81nx3v61Tue, 20 Jul 2021 09:00:00 +0000Dan SanchezA lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is talking about their move to digital. What does digital transformation look like, and how can CFO’s...

What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry?


From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before.


On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current.


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>1877false58fullhttps://www.spreaker.com/episode/how-to-make-your-business-more-irs-friendly-w-charley-devany--51918463This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today:

The frustrating side of tax
How COVID-19 affected taxation
How people get in trouble with the IRS
What are your options for clearing your name?

Check out these resources we mentioned during the podcast:

Charley’s LinkedIn profile

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player
Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>x065jrq1Tue, 13 Jul 2021 07:30:00 +0000Dan SanchezWhat comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them. This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to...This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today:

The frustrating side of tax
How COVID-19 affected taxation
How people get in trouble with the IRS
What are your options for clearing your name?

Check out these resources we mentioned during the podcast:

Charley’s LinkedIn profile

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player
Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>2564false57fullhttps://www.spreaker.com/episode/outsourced-virtual-accounting-services-w-matt-wood--51918447
Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing.


What we talked about:


- Virtual accounting talent and support


- When to outsource what, and why.


- Where does technology fit in?


- Matt’s advice for when you’re considering your options.

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>p0kk3nw0Tue, 29 Jun 2021 09:00:00 +0000Dan SanchezThere are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job. Plot twist! This week we’re chatting to one of our...
Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing.


What we talked about:


- Virtual accounting talent and support


- When to outsource what, and why.


- Where does technology fit in?


- Matt’s advice for when you’re considering your options.

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>1770false56fullhttps://www.spreaker.com/episode/the-right-controls-can-turn-disaster-into-victory-w-chris-daniels--51918435
Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly.

What we talked about:


- Chris’s career and the greatest challenges and lessons from it


- Is growth more challenging than the tough times?


- Understanding people


- Finding the right fit

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>70vk6xm1Tue, 22 Jun 2021 20:55:00 +0000Dan SanchezControls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to...
Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly.

What we talked about:


- Chris’s career and the greatest challenges and lessons from it


- Is growth more challenging than the tough times?


- Understanding people


- Finding the right fit

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>1929false55fullhttps://www.spreaker.com/episode/solve-problems-not-symptoms-w-adam-porter--51918443
Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly.

What we talked about:


- What makes a great problem-solver?


- Problem-solving in action: people and processes


- Solving the real issues, not just the symptoms


- Dealing with organizational resistance


Check out these resources we mentioned during the podcast:


- Adam’s LinkedIn profile


- Musselman & Hall Contractors’ website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player


Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>60m83lj1Tue, 15 Jun 2021 09:00:00 +0000Dan SanchezProblem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly. What we talked...
Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly.

What we talked about:


- What makes a great problem-solver?


- Problem-solving in action: people and processes


- Solving the real issues, not just the symptoms


- Dealing with organizational resistance


Check out these resources we mentioned during the podcast:


- Adam’s LinkedIn profile


- Musselman & Hall Contractors’ website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player


Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>1892false54fullhttps://www.spreaker.com/episode/property-accounting-w-katherine-jackson--51918418
Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly.

What we talked about:


- Bayer’s latest projects and their financial approach to property development


- Opportunities and challenges within property accounting


- Finding the right people for the job


- How real estate is changing


Check out these resources we mentioned during the podcast:


- Sidewalk Film Festival


- Katherine’s LinkedIn profile


- Bayer Properties’ website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>81q95zj1Tue, 08 Jun 2021 09:00:00 +0000Dan SanchezMixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold. Katherine Jackson, Vice President of Accounting for Bayer Properties, shares...
Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly.

What we talked about:


- Bayer’s latest projects and their financial approach to property development


- Opportunities and challenges within property accounting


- Finding the right people for the job


- How real estate is changing


Check out these resources we mentioned during the podcast:


- Sidewalk Film Festival


- Katherine’s LinkedIn profile


- Bayer Properties’ website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>2530false53fullhttps://www.spreaker.com/episode/the-life-of-an-expatriate-w-john-kramer--51918432
But being an expatriate isn’t without its challenges.

On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States.

And he had a lot to say about:

- The pros and cons of expatriate work


- Overcoming cultural barriers in the professional world


- Hiring and leading a multinational team with competing cultural differences


- Advice for those looking to land an expatriate role


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>703xy3v1Tue, 01 Jun 2021 16:15:00 +0000Dan SanchezFor a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one. But being an expatriate isn’t without its challenges. On this episode...
But being an expatriate isn’t without its challenges.

On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States.

And he had a lot to say about:

- The pros and cons of expatriate work


- Overcoming cultural barriers in the professional world


- Hiring and leading a multinational team with competing cultural differences


- Advice for those looking to land an expatriate role


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

Presented by Personiv

https://insights.personiv.com/cfo-weekly

Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>3053false52fullhttps://www.spreaker.com/episode/leading-through-hyper-growth-w-victor-wong--51918397

We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage.


What we talked about:



- You don’t need everything figured out when you’re just starting up



- Structures, processes, outsourcing and time management



- How to manage uncertainty in a hyper-growth environment


Check out these resources we mentioned during the podcast:



- Victor’s LinkedIn profile



- Flipp’s website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player


Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>l04y94k1Tue, 25 May 2021 18:51:00 +0000Dan SanchezIt’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage. What we talked about: - You don’t need everything...

We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage.


What we talked about:



- You don’t need everything figured out when you’re just starting up



- Structures, processes, outsourcing and time management



- How to manage uncertainty in a hyper-growth environment


Check out these resources we mentioned during the podcast:



- Victor’s LinkedIn profile



- Flipp’s website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player


Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>2876false51fullhttps://www.spreaker.com/episode/understanding-iconoclasm-w-tony-zorc--51918419


In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm.



What we talked about:



- What does it mean to be an iconoclast, and how do you become one?



- The iconoclast formula, and how entrepreneurs can apply it.



- Are iconoclasts always entrepreneurs, inventors or philanthropists?


Check out these resources we mentioned during the podcast:



- Tony’s LinkedIn profile



- Accounting Seed’s website



- Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony)



- Tony’s website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player


Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>70wrkxr1Tue, 18 May 2021 06:00:00 +0000Dan SanchezChallenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm. What we talked...


In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm.



What we talked about:



- What does it mean to be an iconoclast, and how do you become one?



- The iconoclast formula, and how entrepreneurs can apply it.



- Are iconoclasts always entrepreneurs, inventors or philanthropists?


Check out these resources we mentioned during the podcast:



- Tony’s LinkedIn profile



- Accounting Seed’s website



- Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony)



- Tony’s website


For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player


Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>2460false50fullhttps://www.spreaker.com/episode/mastering-the-budget-cycle-w-clint-jackson--51918375


If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry.



Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages.



Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos.



For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly


Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>v17j2yk0Tue, 11 May 2021 09:00:00 +0000Dan SanchezHow often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process? If you’ve ever stopped and asked yourself any of these questions, you’re not...


If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry.



Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages.



Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos.



For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly


Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>1570false49fullhttps://www.spreaker.com/episode/invest-where-it-matters-w-magdalena-cleveland--51918434

That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC.



What we talked about:



- Magdalena’s career journey and what BLVCKDOT has to offer



- Why you shouldn’t change more than one major system at a time



- Is the five-year-plan still a relevant question?



- Magdalena’s learnings through seeking operational improvements



- Deciding which projects deserve investment, and why automation isn’t always the answer



- Pulling in the right people and overcoming resistance



Check out these resources we mentioned during the podcast:



- Magdalena’s LinkedIn profile



- BLVCKDOT LLC’s website



- Personiv’s website



- Domo (analytics platform)



- Tableau (analytics platform)



- Power BI by Microsoft



For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>k182p9w1Tue, 04 May 2021 09:00:00 +0000Dan SanchezChange is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC....

That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC.



What we talked about:



- Magdalena’s career journey and what BLVCKDOT has to offer



- Why you shouldn’t change more than one major system at a time



- Is the five-year-plan still a relevant question?



- Magdalena’s learnings through seeking operational improvements



- Deciding which projects deserve investment, and why automation isn’t always the answer



- Pulling in the right people and overcoming resistance



Check out these resources we mentioned during the podcast:



- Magdalena’s LinkedIn profile



- BLVCKDOT LLC’s website



- Personiv’s website



- Domo (analytics platform)



- Tableau (analytics platform)



- Power BI by Microsoft



For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player

Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>2881false48fullhttps://www.spreaker.com/episode/cutting-costs-w-ken-wentworth--51918441



That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions.




What we talked about:




- Ken’s career progression, and defining the role ‘Fractional CFO’




- The importance of communication for career growth




-How the accounting profession has evolved over the past decade




- Cost-cutting: common mistakes and advice for avoiding them




- Reviewing labor and benefit expenses




- Avoiding the pitfall of carrying unnecessary expenses from year to year




- What tools can you use to process cost-cutting?




Check out these resources we mentioned during the podcast:




- Ken’s LinkedIn profile




- Mr. Biz Solutions’ website




- Personiv’s website




- Quickbooks




For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!




Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>z0r5jzr1Tue, 27 Apr 2021 09:00:00 +0000Dan SanchezCost-cutting: nobody likes thinking or talking about it, let alone executing it. That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions. What we talked about: -...



That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions.




What we talked about:




- Ken’s career progression, and defining the role ‘Fractional CFO’




- The importance of communication for career growth




-How the accounting profession has evolved over the past decade




- Cost-cutting: common mistakes and advice for avoiding them




- Reviewing labor and benefit expenses




- Avoiding the pitfall of carrying unnecessary expenses from year to year




- What tools can you use to process cost-cutting?




Check out these resources we mentioned during the podcast:




- Ken’s LinkedIn profile




- Mr. Biz Solutions’ website




- Personiv’s website




- Quickbooks




For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!




Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.]]>2273false47fullhttps://www.spreaker.com/episode/artificial-intelligence-and-the-evolution-of-the-cfo-w-john-collins--51918471



And at the forefront of all of that innovation is artificial intelligence.




AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is.




But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO?




On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging.





Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape.




For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!




Presented by Personiv




https://insights.personiv.com/cfo-weekly




Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>81z3zxy0Tue, 20 Apr 2021 09:00:00 +0000Dan SanchezIt’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust. And at the forefront...



And at the forefront of all of that innovation is artificial intelligence.




AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is.




But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO?




On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging.





Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape.




For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!




Presented by Personiv




https://insights.personiv.com/cfo-weekly




Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>2450false46fullhttps://www.spreaker.com/episode/thinking-outside-the-box-about-the-cfo-role-w-mike-depaschalis--51918431



Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO?




On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary.




For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!



Presented by Personiv



https://insights.personiv.com/cfo-weekly




Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>80xkvxv1Tue, 13 Apr 2021 09:00:00 +0000Dan SanchezIt’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely...



Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO?




On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary.




For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!



Presented by Personiv



https://insights.personiv.com/cfo-weekly




Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>835false45fullhttps://www.spreaker.com/episode/managing-payroll-w-charles-read--51918368


Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C




EO at GetPayroll.




What we talked about:



- Charles’ career progression and GetPayroll’s offering




- What scale of company needs payroll-related services?




- A decade of history, the current state and future of payroll




- How tax changes affect payroll




- Advice for CFOs managing payroll




- Outsourcing payroll




- Are clocks the best way to track time?




- Pros and cons of on-demand pay




- The gig economy and managing independent contractors




Check out these resources we mentioned during the podcast:




- The Payroll Book




- Charles Read’s LinkedIn Profile




- GetPayroll’s website




- Personiv’s website



For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!]]>x1lw3z20Tue, 06 Apr 2021 09:00:00 +0000Dan Sanchez“Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue...


Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C




EO at GetPayroll.




What we talked about:



- Charles’ career progression and GetPayroll’s offering




- What scale of company needs payroll-related services?




- A decade of history, the current state and future of payroll




- How tax changes affect payroll




- Advice for CFOs managing payroll




- Outsourcing payroll




- Are clocks the best way to track time?




- Pros and cons of on-demand pay




- The gig economy and managing independent contractors




Check out these resources we mentioned during the podcast:




- The Payroll Book




- Charles Read’s LinkedIn Profile




- GetPayroll’s website




- Personiv’s website



For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!]]>2832false44fullhttps://www.spreaker.com/episode/value-creation-through-technology-in-finance-w-arno-wakfer--51918385


On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations.



We also talked about:



- Breaking down silos across all areas of your business




- Promoting financial literacy across communities




- How can leaders create value within their organization




- Why data visualization is critical for storytelling



For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!]]>71yvzxk0Tue, 30 Mar 2021 09:00:00 +0000Dan SanchezFinance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and learning has become a lifelong journey. On this week’s episode of CFO Weekly, we sit down with...


On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations.



We also talked about:



- Breaking down silos across all areas of your business




- Promoting financial literacy across communities




- How can leaders create value within their organization




- Why data visualization is critical for storytelling



For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!]]>1308false43fullhttps://www.spreaker.com/episode/why-an-interim-cfo-may-be-right-for-you-w-kristen-mcalister--51918445

And with the buying and selling of all of these companies comes the change of talent.


For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals.


On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions.


Our conversation centered around:



- The difference between an interim CFO and a fractional CFO



- What firms are looking for when hiring an interim CFO



- How to best market yourself for your next opportunity as an interim CFO



- Why there is so much movement in the leadership space, specifically in the finance field


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly



Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>209yn5z0Tue, 23 Mar 2021 16:23:00 +0000Dan SanchezAs we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel...

And with the buying and selling of all of these companies comes the change of talent.


For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals.


On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions.


Our conversation centered around:



- The difference between an interim CFO and a fractional CFO



- What firms are looking for when hiring an interim CFO



- How to best market yourself for your next opportunity as an interim CFO



- Why there is so much movement in the leadership space, specifically in the finance field


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly



Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>1446false42fullhttps://www.spreaker.com/episode/the-life-and-career-of-a-controller-what-you-need-to-know-w-coulson-painter--51918381

And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix.


Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more.


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly



Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>81595w61Tue, 09 Mar 2021 10:00:00 +0000Dan SanchezOne of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this...

And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix.


Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more.


For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!


Presented by Personiv


https://insights.personiv.com/cfo-weekly



Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>2887false41fullhttps://www.spreaker.com/episode/from-big-companies-to-small-the-cfo-role-unpacked-w-jeff-lasher--51918401And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place.
On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company. Our conversation touched on:

The most challenging and rewarding parts of moving from large to small companies
Advice for successfully transitioning from one to the other
What he looks for in building a successful team
Why mentorship is so crucial to professional development.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>m1jrlzp1Tue, 02 Mar 2021 10:00:00 +0000Dan SanchezAs we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or small companies back to larger companies. And few things can be as jarring and hard to deal with on a...And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place.
On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company. Our conversation touched on:

The most challenging and rewarding parts of moving from large to small companies
Advice for successfully transitioning from one to the other
What he looks for in building a successful team
Why mentorship is so crucial to professional development.

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>2358false40fullhttps://www.spreaker.com/episode/megan-s-career-journey-w-megan-weis--51918409But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way? On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv.
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>j02x3qq0Tue, 23 Feb 2021 10:00:00 +0000Dan SanchezEvery week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks, and get some great advice on how to navigate the finance industry, especially in the crazy times...But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way? On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv.
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.]]>503false39fullhttps://www.spreaker.com/episode/2020-maybe-it-wasn-t-all-bad-w-liz-hosman--51918468Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought.
On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors.
Our conversation centered on

The challenges faced in 2020
How those challenges altered the landscape of her organization
How she and her team plan to keep the positive changes going into 2021 and beyond.
Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. ]]>41py9zj0Tue, 16 Feb 2021 10:30:00 +0000Dan SanchezWith 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult year for a lot of people, but maybe it wasn’t all bad. Hopefully we all learned some things, and...Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought.
On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors.
Our conversation centered on

The challenges faced in 2020
How those challenges altered the landscape of her organization
How she and her team plan to keep the positive changes going into 2021 and beyond.
Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. ]]>1272false38fullhttps://www.spreaker.com/episode/why-you-need-to-become-a-storyteller-w-liz-barhydt--51918370But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now?
On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting.
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. ]]>80nx3z60Tue, 09 Feb 2021 22:00:00 +0000Dan SanchezWhen you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance professionals want to report the numbers, and then continue on with their lives. But what if the WHY...But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now?
On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting.
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. ]]>1710false37fullhttps://www.spreaker.com/episode/coming-through-the-covid-19-pandemic-stronger-than-before-w-macy-macaskill--51918398And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed.
But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021.
Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way.
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly ]]>x165j7q0Tue, 02 Feb 2021 11:00:00 +0000Dan SanchezThere’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the...And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed.
But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021.
Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way.
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly ]]>1825false36fullhttps://www.spreaker.com/episode/building-a-better-relationship-between-finance-and-operations--51918404But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead?
On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around:

How finance can foster a better relationship with the operations teams
Why communication cannot be underestimated
Why you can’t worry about being the bad guy, or the good guy.
Helping the operations team to make sense of the financial side of the business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly]]>p1kk3zw1Tue, 26 Jan 2021 10:00:00 +0000Dan SanchezFinance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a huge increase in the way that CFOs interact with and support the various lines of business, particularly...But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead?
On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around:

How finance can foster a better relationship with the operations teams
Why communication cannot be underestimated
Why you can’t worry about being the bad guy, or the good guy.
Helping the operations team to make sense of the financial side of the business

For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly]]>1281false35fullhttps://www.spreaker.com/episode/managing-an-engaged-remote-workforce-w-mike-gilmartin--51918422And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations.
Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on

Managing a remote workforce
Changes you may need to make in order to accommodate a fully remote staff
How to keep remote employees engaged
Making sure that employees stay visible to their managers during remote workFor more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv ]]>71vk6vm0Tue, 19 Jan 2021 17:16:00 +0000Dan SanchezWorking remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into the office, and there are those that have worked remotely for their entire careers, but for most of...And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations.
Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on

Managing a remote workforce
Changes you may need to make in order to accommodate a fully remote staff
How to keep remote employees engaged
Making sure that employees stay visible to their managers during remote workFor more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv ]]>1583false34fullhttps://www.spreaker.com/episode/break-down-the-silos-and-help-your-team-succeed-w-david-burt--51918406But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization.
On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses.
David had a lot to say about:

How to begin breaking down the silos within your finance organization
The things you should look for when assembling a high-performing team
Why you shouldn’t innovate just for the sake of innovation
How to ensure that your finance team is helping the organization succeed, not hindering its growthFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>61m83yj0Tue, 12 Jan 2021 05:00:00 +0000Dan SanchezIt’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless...But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization.
On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses.
David had a lot to say about:

How to begin breaking down the silos within your finance organization
The things you should look for when assembling a high-performing team
Why you shouldn’t innovate just for the sake of innovation
How to ensure that your finance team is helping the organization succeed, not hindering its growthFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>2642false33fullhttps://www.spreaker.com/episode/mergers-acquisitions-in-2021-and-beyond-w-steven-nutt--51918407What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about

The M&A outlook for 2021
How buyers can properly value targets
How sellers can position themselves to command a top price. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>80q952j0Tue, 05 Jan 2021 05:00:00 +0000Dan SanchezIt’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off...What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about

The M&A outlook for 2021
How buyers can properly value targets
How sellers can position themselves to command a top price. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>2128false32fullhttps://www.spreaker.com/episode/staffing-firms-the-benefits-challenges-reasons-for-using-one-w-steve-casey--51918420Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency?
This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation.
We talked about:

Steve’s background in staffing and what led him to be so passionate about recruiting
The benefits of using a staffing agency, as well as the challenges
The difference between staffing and outsourcingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>713xymv0Tue, 29 Dec 2020 05:00:00 +0000Dan SanchezOn this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history. Why?...Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency?
This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation.
We talked about:

Steve’s background in staffing and what led him to be so passionate about recruiting
The benefits of using a staffing agency, as well as the challenges
The difference between staffing and outsourcingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>2161false31fullhttps://www.spreaker.com/episode/the-past-present-future-of-accounting-w-glen-parrillo--51918395On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around:

The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years
How to get the most out of automation in your organization, and why automation is nothing to be afraid of.
How to prepare for 2021 and the future of accountingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>l14y9qk0Tue, 22 Dec 2020 05:00:00 +0000Dan SanchezThe accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on...On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around:

The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years
How to get the most out of automation in your organization, and why automation is nothing to be afraid of.
How to prepare for 2021 and the future of accountingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>3150false30fullhttps://www.spreaker.com/episode/managing-working-capital-during-unpredictable-times-w-peter-woolery--51918414How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable?
On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team.
Our conversion centered around:

His journey from cleaning floors to being the CFO
The ways that Summit has had to adjust to a 700% increase in online sales in 2020
Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow
The one positive thing that Peter and his team have gained out of the COVID-19 pandemicFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>71wrkmr0Tue, 15 Dec 2020 05:00:00 +0000Dan SanchezThe COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and...How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable?
On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team.
Our conversion centered around:

His journey from cleaning floors to being the CFO
The ways that Summit has had to adjust to a 700% increase in online sales in 2020
Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow
The one positive thing that Peter and his team have gained out of the COVID-19 pandemicFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>1550false29fullhttps://www.spreaker.com/episode/maintaining-good-mental-health-during-the-2020-holiday-season-w-david-butler--51918380In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>v07j2wk1Tue, 08 Dec 2020 05:00:00 +0000Dan Sanchez2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind. In this episode of CFO Weekly, we spoke with David Butler, a...In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>1051false28fullhttps://www.spreaker.com/episode/for-profit-skills-in-a-nonprofit-world-w-james-schleck--51918457But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist.
Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe.
Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world.
He talked with us about:

The migration from for-profit to nonprofit
What it means for nonprofits to level up
Why you should be focusing on Human-Centered Design.
How his organization is committed to eradicating homelessnes across the country

As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>k082p7w0Tue, 01 Dec 2020 05:00:00 +0000Dan SanchezNo matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world. But the truth of the...But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist.
Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe.
Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world.
He talked with us about:

The migration from for-profit to nonprofit
What it means for nonprofits to level up
Why you should be focusing on Human-Centered Design.
How his organization is committed to eradicating homelessnes across the country

As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>2441false27fullhttps://www.spreaker.com/episode/the-future-of-accounting-in-2021-our-top-5-predictions-w-megan-weis--51918416Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs.
Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>z1r5jpr0Tue, 17 Nov 2020 05:00:00 +0000Dan Sanchez2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly...Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs.
Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>1032false26fullhttps://www.spreaker.com/episode/being-a-cfo-at-a-pe-backed-company-what-you-should-know-w-kerem-bolukbasi--51918379Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit.
On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>80z3z4y1Tue, 10 Nov 2020 05:00:00 +0000Dan SanchezIf you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company. Especially as a...Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit.
On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>1998false25fullhttps://www.spreaker.com/episode/from-reseller-to-manufacturer-what-you-need-to-know-w-rick-mills--51918342With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition.
That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>81xkvqv0Tue, 03 Nov 2020 06:00:00 +0000Dan SanchezOne of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product. With the...With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition.
That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv]]>890false24fullhttps://www.spreaker.com/episode/navigating-the-nonprofit-world-w-ed-goble--51918428x0lw3l21Tue, 27 Oct 2020 04:00:00 +0000Dan SanchezLike it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who...1761false23fullhttps://www.spreaker.com/episode/going-from-a-startup-to-a-mature-company-the-do-s-don-ts-w-olga-shevorenkova--5191845270yvz3k1Tue, 20 Oct 2020 04:00:00 +0000Dan SanchezA lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and...1585false22fullhttps://www.spreaker.com/episode/unpacking-the-latest-deloitte-cfo-signalstm-survey-w-steve-gallucci--51918405219yn8z1Tue, 13 Oct 2020 05:00:00 +0000Dan SanchezEvery quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the...965false21fullhttps://www.spreaker.com/episode/emotional-intelligence-and-the-high-performing-team-w-larry-chillemi--5191843080595360Tue, 06 Oct 2020 05:00:00 +0000Dan SanchezAs we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. Several large companies have moved to a permanent remote workforce, or at least allowed their...2203false20fullhttps://www.spreaker.com/episode/zero-based-budgeting-what-is-it-and-why-should-you-care-w-adanma-akujieze--51918466m0jrlwp0Tue, 29 Sep 2020 05:30:00 +0000Dan SanchezWe’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting? So often, the budgeting process is simply looking at the prior year’s budget, adding a little bit of...1420false19fullhttps://www.spreaker.com/episode/social-impact-companies-w-julian-love--51918515j12x3vq1Tue, 22 Sep 2020 05:00:00 +0000Dan SanchezThese days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact...1014false18fullhttps://www.spreaker.com/episode/letting-go-of-what-we-can-t-control-w-sean-rizer--5191840340py9jj1Tue, 15 Sep 2020 05:00:00 +0000Dan SanchezControl grows in fear's petri dish. What are your fears as a CFO? Are you concerned about: -Understanding covenant calculations?  -Making cash flow projections? -Responding to COVID-19?  -Changing the business model drastically? People often say to...1877false17fullhttps://www.spreaker.com/episode/7-things-to-know-before-hiring-a-fractional-cfo-w-charley-devany--5191848381nx3961Tue, 08 Sep 2020 05:00:00 +0000Dan SanchezFractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a...1216false16fullhttps://www.spreaker.com/episode/thinking-strategically-to-get-to-the-top-practical-advice-on-how-to-make-the-transition-from-cfo-to-president-w-gene-corvino--51918459x065j4q1Tue, 01 Sep 2020 05:00:00 +0000Dan SanchezIt takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever seen! In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified...2406false15fullhttps://www.spreaker.com/episode/7-reasons-why-people-follow-effective-leadership-w-roy-austin--51918356p0kk37w0Tue, 25 Aug 2020 05:00:00 +0000Dan SanchezIf your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there. Leaders can influence people to do a lot of things, good or bad. It’s up to the leader to identify and develop the good qualities. In this...2079false14fullhttps://www.spreaker.com/episode/the-cfo-s-guide-to-healthcare-benefits-w-cory-yeager-and-travis-sartain--5191845370vk67m1Tue, 18 Aug 2020 04:30:00 +0000Dan SanchezHealthcare? Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. To help CFOs get a better understanding of healthcare benefits and medical plans for employees are Cory Yeager, Benefits Advisor,...2155false13fullhttps://www.spreaker.com/episode/4-advantages-of-a-data-driven-culture-w-ryan-passe--5191848560m83nj1Tue, 11 Aug 2020 04:30:00 +0000Dan SanchezWhat does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves. In this episode of CFO Weekly, we nail down what data-driven culture is, why you want it, and how to get it. To...1661false12fullhttps://www.spreaker.com/episode/want-to-know-your-business-better-spend-time-on-the-front-lines-w-brent-chadwick--5191845481q95mj1Tue, 04 Aug 2020 05:30:00 +0000Dan SanchezIt might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain.  One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the...2050false11fullhttps://www.spreaker.com/episode/advice-from-a-young-cfo-getting-to-the-top-and-making-your-mark-w-dustin-prager--51918438703xylv1Tue, 28 Jul 2020 05:00:00 +0000Dan SanchezWhat does it take to make it to the C-Suite?  While there are certainly a well documented array of innate skills that most C-level execs seem to possess, what makes a less seasoned (read: younger than most!) individual stand out? How does someone...1836false10fullhttps://www.spreaker.com/episode/embrace-change-don-t-fear-it-w-jill-barnard--51918410l04y9jk1Tue, 21 Jul 2020 05:00:00 +0000Dan SanchezA famous Greek philosopher once said, “The only constant is change.”  But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it...2236false9fullhttps://www.spreaker.com/episode/5-things-you-need-to-consider-before-reopening-w-drew-niehaus--5191847370wrk8r1Tue, 14 Jul 2020 05:00:00 +0000Dan SanchezLet’s face it.  It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently. And for those that are lucky enough to make it through all of this, they’re left asking the...1199false8fullhttps://www.spreaker.com/episode/putting-profit-first-why-it-s-the-bookkeeper-s-responsibility-w-andrew-royer--51918478v17j2nk0Tue, 07 Jul 2020 04:30:00 +0000Dan SanchezI love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest...874false7fullhttps://www.spreaker.com/episode/the-benefits-of-women-in-leadership-w-lydia-adams--5191843370yvzym1Tue, 30 Jun 2020 05:30:00 +0000Dan SanchezWomen in leadership often create better, more profitable workplaces.  Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce....1064false6fullhttps://www.spreaker.com/episode/three-overlooked-best-practices-for-today-s-cfo-w-robert-bendetti--51918491219ynk31Tue, 23 Jun 2020 05:30:00 +0000Dan SanchezWhat are the top three overlooked best practices for today's CFO? Networking.  Lifelong learning.  Giving back. Not the three you expected? Granted, none of these topics is a default practice, but each one can help senior financial executives...1161false5fullhttps://www.spreaker.com/episode/earning-a-seat-at-the-strategic-table-w-steven-nutt-cpa--51918518805952j0Tue, 16 Jun 2020 05:30:00 +0000Dan SanchezYou’ve seen the stereotypes.  CFOs are nerds.  They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work.  And while a CFO does need to be an accounting expert, they’re so...2125false4fullhttps://www.spreaker.com/episode/maximizing-cultural-compatibility-outsource-finance-accounting-to-the-philippines-w-paulo-cheung--51918388m0jrljl0Tue, 09 Jun 2020 05:00:00 +0000Dan SanchezWhy should you send work to someone on the other side of the world?  If you do outsource, what hours will your international team be available? And how many people in another country actually want to work overnight to support U.S. hours, anyway?  Most...745false3fullhttps://www.spreaker.com/episode/the-10-rules-for-success-when-working-from-home-w-ali-green--51918456j12x3941Tue, 02 Jun 2020 05:00:00 +0000Dan SanchezThe kitchen table is the new office.  People are working from home and trying to create boundaries between their professional and personal lives.  How can you create a happy and healthy home-work environment? On this inaugural episode of the CFO...3638false2fullhttps://www.spreaker.com/episode/scouting-for-accounting-talent-w-cliff-edwards--5191848740py9v41Tue, 26 May 2020 05:30:00 +0000Dan SanchezWho looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree.  In fact, accountants are more and more in demand. How...1914false1fullhttps://www.spreaker.com/episode/why-you-should-listen-to-cfo-weekly--51918389But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed. 
As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?  
Well you’re in luck.  
Because the CFO Weekly podcast is just that.  CFO Weekly is brought to you by Personiv.]]>81nx3671Tue, 05 May 2020 21:41:47 +0000Dan SanchezThe world is a strange place right now.   But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you...But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed. 
As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?  
Well you’re in luck.  
Because the CFO Weekly podcast is just that.  CFO Weekly is brought to you by Personiv.]]>299falsefull