CFO Weekly

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

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

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

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

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

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

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

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

Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you'd assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us. Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models. In this episode, we discuss: -Empowering nurse practitioners -What is a risk-bearing provider? -The four roles of a healthcare CFO -What healthcare CFOs should focus on -Value-based versus traditional care Presented by Personiv https://insights.personiv.com/cfo-weekly

An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that's partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy. Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn't in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America's Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated. In this episode, we discuss: -The first-ever marketing and sales consulting firm for accounting professionals -How DreamFirms help accounting firms build their dream businesses -Traditional versus modern marketing methods -How to ensure the timing is right for your marketing strategy -What good content looks like in the accounting space Presented by Personiv https://insights.personiv.com/cfo-weekly

How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently. David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David's experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient. In this episode, we discuss: -What is LogicSource -How organizations can buy better -Reinventing sourcing and procurement -The advantage of doing sourcing and procurement well -How companies can buy better in 2022 -The value of indirect procurement to a CEO and CFO -Misconceptions about procurement Presented by Personiv https://insights.personiv.com/cfo-weekly

Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that's just one aspect of a CFO's job. There is so much more to being a great CFO, like being able to tell the company's story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf. As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement. In this episode, we discuss: -How can CFOs manage high-growing organizations? -What is the key to being able to tell a company story in a compelling way to investors in the broader market? -How can CFOs ensure a successful acquisition integration? -How can you maintain the entrepreneurial spirit while still managing risks? -What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely? Presented by Personiv https://insights.personiv.com/cfo-weekly

Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today. In this episode, we discuss: -Maintaining a company's culture remotely -Growing profits through returns -The role of a modern CFO Presented by Personiv https://insights.personiv.com/cfo-weekly

What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space. In this episode, we discuss: -Government CFO responsibilities and challenges -What makes the government CFO role unique -Why is ESG important for a CFO? Presented by Personiv https://insights.personiv.com/cfo-weekly

If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that. In this episode, we discuss: -What makes a successful IPO -Navigating through macroeconomic storms -The importance of unifying systems -What an effective finance team looks like Presented by Personiv https://insights.personiv.com/cfo-weekly

As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies. In this episode, we discuss: -What factors make a business grow fast? -What is the key to managing fast-growing companies successfully? -Why should CFOs build cross-functional partnerships with all business teams? -How to establish and manage the right processes in a high-growing company? -What are the main functions of finance? Presented by Personiv https://insights.personiv.com/cfo-weekly

Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too. For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO. In this episode, we discuss: -Amy's path from teaching to finance -What is compassionate grit? -How to manage cross-functional teams effectively? Advice for future CFOs coming from unconventional backgrounds Presented by Personiv https://insights.personiv.com/cfo-weekly

We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors. In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community. In this episode, we discuss: -The differences between a credit union and a commercial bank -Digitalization of the financial sector -Why it's more beneficial to invest in retaining an employee than hiring a new one -Why it is absolutely vital for businesses to have good relations with their communities Presented by Personiv https://insights.personiv.com/cfo-weekly

Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen? Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives. In this episode, we discuss:: -What role do CFOs play in an M&A? -Post-acquisition integration challenges -How should CFOs prepare themselves for M&As? -How should businesses square the cost-benefit equation of ESG? Presented by Personiv https://insights.personiv.com/cfo-weekly

As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes. To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives. In this episode, we discuss: -Why should CFOs work close to HR -International growth strategies -The science behind M&As -How to lead a successful integration process Presented by Personiv https://insights.personiv.com/cfo-weekly

Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions. But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success. In this episode, we discuss: -Why should finance professionals automate business processes -Real-time solutions for strategic finance teams -How can the right data leverage business decisions Presented by Personiv https://insights.personiv.com/cfo-weekly

Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence? In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A. In this episode, we discuss: -What does business partnering mean? -How to overcome business partnering challenges? -Increasing your business partnering influence -FP&A automation -How can businesses better structure their FP&A to achieve its full potential? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you. Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book. Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you. Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, and 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

When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people. Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate. In this episode, we discuss: - Why should CFOs learn operations? - The power of servant leadership in finance - How to grow your business at a great rate - How to get winners onboard For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task, considering CFOs were taught they should focus only on finance. So how can you become a super CFO with a fantastic team? In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers. In this episode, we discuss: Finding and retaining the right people How can CFOs familiarize themselves with operations Why CFOs need to put people first

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

Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the investment. Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security. Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success. In this episode, we discuss: - Managing ERP implementation - About Saas Gurus - The science behind rapid scaling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist. Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more. In this episode, we discuss: - FP&A role and value - The FP&A Guy - FP&A tools and techs For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership. Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors. In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future. Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity. In this episode, we discuss: - Shaping the personal leadership style - Transitioning from public to private sector - What should CFOs consider when launching a new product? - Tips and advice for CFO newbies

In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions. In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology. Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. In this episode, we discuss: - Leveraging your cyber security strategy - Aligning finances with strategy - Accelerating business growth - How to become a CFO?

What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible financial leadership is critical for success in any business today. He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership. Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success. In this episode, we discuss: - Upgrading your financial skills and career - What do the next generation CFOs look like? - CFO.University self-assessment tool For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Leading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we invited that kind of expert and business leader. Jim Morgan, Chief Financial Officer at CallRail, is a financial executive with experience in financial planning and analysis, M&A, SaaS and software business models, fundraising, board and investor relations, and human resources/capital management. He spent most of his career working with companies in the growth phase and trying to reach scale. Today, Jim talks about how CFOs can manage challenges at high-growth companies and the role of data analytics in helping the organization grow faster and more efficiently. In this episode, we discuss: How can CFOs leverage data analytics? Attracting and retaining talent Challenges CFOs face at high-growth companies For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

What do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one of the most exceptional leaders, Sydney Finkelstein. Sydney is a Professor at the Tuck School of Business at Dartmouth College, a Consultant, a Speaker to senior executives, and an Executive Coach focusing on leadership, talent development, and corporate governance. Sydney is also a fellow of the Academy of Management and is listed on the Thinkers50, the world's most prestigious ranking of leadership gurus, and the author of Superbosses: How Exceptional Leaders Master the Flow of Talent. Moreover, he is a columnist for the BBC and the host of his own podcast, The Sydcast. In this episode, we discuss: - How can you learn to ask the best question? - Leading through crisis and change - Finding the right job - What makes Superbosses stand out? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Why is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps improve audit quality and acquires better insights on a business. But there are many more causes that we uncover today. Yusuf Moolla, Director and Co-Founder of Risk Insights, will help us understand the role of data in performance audits. Yusuf has over twenty years of experience in data and assurance. He previously worked for two Big Four firms, Deloitte and KPMG, leading audits and data projects worldwide. Yusuf is also the Co-Host of The Assurance Show, a podcast for internal auditors and performance auditors that focuses on data and risk, and Co-Author of The Data-Confident Internal Auditor. In this episode, we discuss: - Helping internal audit teams use data - Why should CFOs support the use of audit data analytics? - How does a successful audit find solutions across departments? - Using data for more effectively and higher-quality audits For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

What is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give some good answers to. But if automation sounds new to you, we got you covered. Sarah Spoja, Chief Financial Officer at Tipalti, shares some benefits and solutions of automating accounts payable. Sarah is an experienced director with a demonstrated history of working in the Fintech and Retail industries. She is skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments. Before Tipalti, Sarah was a director at KKR Capstone for eight years, where she worked with portfolio companies in the Financial Services, technology, and Retail Sectors. In this episode, we discuss: - Automating the AP and payment management processes - The implications of Tipalti software for finance professionals - What does the modern CFO look like? - The benefits of automating payables For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the role, and it's not easy handling them effectively. Brian Hayes, Chief Financial Officer at NOW CFO, has some nuggets of wisdom on how to manage everything successfully. Brian has over twenty years of leadership and management experience and has managed operations and accounting for small to multi-million dollar businesses. Before joining NOW CFO, he worked in small manufacturing (job costing), import/export from Brazil and the Philippines, product sales price modeling, inventory management across multiple states, small business and personal tax returns preparation, and financial statements. Brian has also been an owner of a business that provided bookkeeping services. Today, he shares how a CFO can get better visibility into a company's financial performance and how to improve accounting processes and financial reporting. In this episode, we discuss: - Why do CFOs need to understand business operations? - What does a roll-up-your-sleeves approach to financial consulting entail? - How to get better visibility into your company's financial performance? - How can CFOs improve the accounting processes and financial reporting? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others. Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. . In this episode, we discuss: - Don't Fake the Funk book - The SMAC acronym - How Mr. Biz supports businesses? - What a fractional CFO does? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses. To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events. In this episode, we discuss: - The role of ESG in the financial services industry - How to monetize ESG? - What is the role of a CFO in building the ESG strategy? - How to build an effective ESG strategy? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them? Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don't. Christina is passionately mission-driven to help finance leaders become the heroes of every organization. In this episode, we discuss: - How to accelerate your FP&A? - Transitioning from a CFO to a CEO - Empowering finance leaders - What is the role of automation in FP&A? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today. Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs. In this episode, we discuss: - Advancing financial and professional success - The changing role of a CFO - Upskilling financial professionals - Strengthening an organization's strategic forecasting process For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better. David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue. Today, Dave reveals what it takes to become a successful CFO in the nonprofit space. In this episode, we discuss: - The role and responsibilities of a CFO in nonprofit space - Hiring the right CFO - What does it take to Become a Successful CFO at a Nonprofit Organization? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side. How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges. Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic. In this episode, we discuss: - The nuances of the renewable energy industry - Skills and traits for accountants in the renewable energy sector - How a clean energy company functions operationally For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making critical decisions. So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us. In this episode, we discuss: - The #1 CFO challenge - The CFO role in work culture - How CFOs can support growth within a company - The role of the CFO when preparing for fundraising For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company? Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage. In this episode, we discuss: - What does it mean to be a CFO today? - How to transition a company from the developmental stage to the growth stage? - What do CFOs need to know to grow a company successfully? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then it's time for you to learn how to do that, and Bolanle Williams-Olley will help you. Mancini's CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success. In this episode, we discuss: - How technology improves a business - Creating space for women in organizations - Building your career path boldly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry. Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies. In this episode, we discuss: - How to identify non-scalable processes - How CFOs can prepare to transition to a publicly-traded company - What CFOs need to know about technology companies before joining them For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth effectively to stay on top. Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it. In this episode, we discuss: - The role of an operational CFO - What you need to become a great operational CFO - The key for successful change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

There are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, building a finance and accounting team, to driving revenue. How could it be even more challenging? By becoming a franchise CFO. Abraham Sherman, the Chief Financial Officer at EYM Group, will share his experience as a franchise CFO and some of the specific challenges that come along with that. He also dives into a CFO's role in driving cost savings and adopting a proactive attitude in identifying those opportunities. In this episode, we discuss: - The role of a CFO in a franchising environment? - Financial strategies to save and generate millions of dollars - Why CFOs need to reinvent themselves constantly For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

For the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create business plans for the future. However, our today's guest knows a secret. John Cappadona, the Chief Financial Officer at School of Rock, will share the critical component in planning for the future successfully. In this episode, we discuss: - Managing the pandemic challenges - Setting up successful scenario planning and forecasting - Strategic planning For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Whether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two years. But it's an issue that seems to be here for the foreseeable future. As a result, we've invited Bona Allen, the Senior Vice President and Chief Financial Officer at Kajima Building & Design Group, to share his expertise and pieces of valuable advice on how to manage these challenges better. In this episode, we discuss: - Leading and developing relationships - Dealing with supply chain challenges - How to drive strategic value to grow revenue and margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country. To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition. In this episode, we discuss: - Walker Sands and March M&A transaction - M&A tips, tricks, and best practices - How to drive strategic value to grow revenue in margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly