The Mid-Market CFO Circle

If you ask us, a CFO is the most logical choice to become the CEO of a company... so why is it that only eight percent of CFOs in some of the largest US companies actually get promoted to one? If you have a brilliant and experienced CFO on your side, then you're on your way to success. Kicking off season two of The Finance Mastermind Podcast, we're joined by James Solomon, CFO and COO of Xref, and Moazam A. Shah, CFO of Aspen Medical, to talk all about what it takes to transition from being a CFO to a CEO.

How can CFOs and Financial Leaders build up their tech stacks to ensure that their tech environment is not only supporting them in the long run but is also being used to its full potential? In this edition of the CFO Circle Podcast, David Appel, Head of Subscription and SaaS Vertical, Sage Intacct, talks about ERP Environments and how businesses can extract the most out of their solutions.

In this state of economic volatility, liquidity is the top concern for the office of the CFO. Business leaders cannot use a crystal ball to predict a probable economic collapse. However, due to market turbulence and the potential for financial instability, it is advised that the key to minimizing threats in a recession is to be proactive rather than reactive during an economic downturn. In this edition of the CFO Circle Podcast, Paul Decrane, Americas Practice Leader, Zanders, will be talking about Cash flow Management for a successful CFO's office.

Reimagining finance as an AI-driven, autonomous operation can help transform the workplace. It provides finance teams the time and space required to work on ideas, insights, and strategies that enable the business to compete and grow. But what are autonomous finance tools? In this episode of the CFO Circle Podcast, Peter McKenzie, CFO & Corporate Director of Anticipa Real Estate, talks about Autonomous Finance and why it should be on every CFO's mind.

With declining business growth, CFOs need to take proactive measures to keep their business afloat. New-age technology is no longer nice to have but imperative to stay on top of business metrics and effectively utilize resources amidst new challenges in 2023 and beyond. In this edition of the CFO Circle Podcast, we talk to Frank Mastronuzzi, Chief Financial Officer & Managing Partner, of Punch Financial as he discusses how businesses can manage declining growth trends at the office of the CFO.

Autonomous finance technology involves using a combination of AI, RPA, OCR, and other features to power ‘self-driving' finance operations. Recently, its implementation has become simpler and more convenient for companies. In this episode of CFO Circle, we will discuss autonomous finance and why it is crucial for the next-gen of CFOs.

In this episode, join Christopher Yoshida, President & Chief Financial Officer at Northern Data AG as he explains which is the bigger concern for CFOs - inflation or recession. We also discuss how businesses can safeguard their growth trajectory during this economic downturn.

In this episode, join Jasmine Ahmed, SVP, Global Head of Finance Transformation, News Corp as she discusses recession and the approach to technology and automation that finance leaders should take during such economically unstable periods.

Collections teams are looking for innovative ways to improve the overall process efficiency and optimize working capital. Transitioning from traditional methods of operation to more data-driven, futuristic, and scalable digital solutions is the way forward. In this edition of the CFO Circle Podcast, we talk to Chris Argent, founder and MD of Generation CFO - a community for accounting and finance professionals, as he walks us through the ideal collections office set up for mid-market teams.

The buzz around the dreaded R-word, 'Recession' is getting louder as inflation, geopolitical tensions, and supply chain disruptions hammer the global economy. In this edition of the CFO Circle Podcast, we talk to Steve Rosvold, founder of CFO. University as he talks about persistently high inflation, its possible impacts, outcomes, and how companies can survive it.

There are few industries as complex and fluid as the media and entertainment industry. The digital age has enabled these businesses to explore new creative possibilities in the content that they offer and the distribution channels that they leverage. In this episode, we talk to Lori Locke, Executive VP, and Chief Accounting Officer, Warner Bros. Discovery. Lori talks about the state of receivables in the media and entertainment industry and how the role of finance leaders in the media and entertainment industry has changed post-pandemic.

Tune in to our conversation with Carolina Veira, Director of Strategic Partnerships (previously Director of Finance), CSR, DEI, Caremax, Inc. She discusses how finance teams in the healthcare sector have restructured post-pandemic. She also talks about how finance teams in the industry can improve their receivables strategy and remove bottlenecks and redundancy.

With inflation accelerating and prices shooting up, the CFO's office needs to take a proactive approach to effectively deal with collateral cash flow challenges. Join us in our conversation with Jack McCullough, President, The CFO Leadership Council, as he discusses how CFOs and their finance teams should gear up for inflation. We'll also look at the impact of high inflation rates on accounts receivables.

In this episode, join Theo F Piletsky, Vice President, Strategy & Business Consulting, EPAM Continuum as he discusses the need for advanced analytics for the office of the CFO. We'll dive deep to understand why the CFO's Office should focus on leveraging AI-based cash flow forecasting.

In this episode, join Chris Ortega, Chief Executive Officer, Fresh FP&A as he explains the challenges of labor shortage and why talent is top of the agenda for many CFOs today. He also discusses the role of financial technology in retaining and nurturing talent.

In this episode, join Ken Wentworth, Fractional CFO as he reveals how CFO offices can achieve zero profit leakage and strengthen business resilience. It is essential for down myths around Artificial Intelligence in CFO's Office and why finance teams should invest in emerging technology.

In this episode, join Ilana Esterrich, Chief Financial Officer at American Coatings Association as she discusses how CFOs can future-proof their offices with skill reassessment and shift their focus from resource management to process improvement.

In this episode, join Olivia Rosca, Subject Matter Expert Senior Transformation Consultant as she discusses how CFO offices can prepare for inflation while keeping their cash flow and accounts receivables management in check.

In this episode, join Michael Samonas, Group Chief Financial Officer at SIDMA STEEL SA as he discusses how CFOs' offices can take the effective digitization approach to yield an ROI and the need for businesses to adopt e-payments.

In this episode, join Glenn Hopper, Chief Financial Officer at Sandline Global as he breaks down myths around Artificial Intelligence in CFO's Office and why finance teams should invest in emerging technology.

In this episode, join Ilana Esterrich, Chief Financial Officer at American Coatings Association as she discusses how she broke the glass ceiling and made it all the way to the C-Suite and how women in finance can together bridge the gap.

In this session, you will get exclusive insights from CFO Office experts Travis Smith and Patrick McFarlen as they share their experiences on how they navigate the challenges of the supply chain disruption. Supply chain disruption remains a top business concern for the CFO's office with finance leaders wrestling with shortages and delays.

In this episode, join Andrew Lear, Chief Financial Officer, EZ Raider as he discusses the importance of people and stakeholder management and how to build and engage teams as a CFO to emerge as a leader.

In this episode, join Rey del Valle, Interim CFO, and Consultant, as he discusses whether CFO Offices should choose automation vs outsourcing for their financial process and the cost of not automating in the long-term.

In this episode, join Terrell Turner, Co-Founder / Fractional CFO, TLTurner Group as he discusses the need for CFO Offices to improve credit control and address risk mitigation strategies to steer through the current economic climate change.

In this episode, join CFO Office experts Rey del Valle and Terrell Turner as they give insights and share their experiences on how CFOs can optimize invoice-to-cash with automation vs outsourcing. It is critical for growing businesses to get a hold of their finance processes before their CFO Offices are flooded with AR challenges.

In this episode, join Jessica Butler, Founder of Attain Consulting Group, as she discusses the need for a well-oiled deductions management system and how manually managed deductions affect the revenue of the mid-market CFO offices.

In this episode, join Shilpam Ahuja, Assistant Vice President, Genpact as she discusses the 5 steps for CFO offices to become data intelligent and how businesses can tap into analytics and modern technology to be data-driven.

In this episode, join Wayne Spivak, President and Chief Financial Officer at SBA * Consulting as he discusses why and how growth-focused CFOs should plan and reassess their goals and resources to cope with their escalating business boom.

In this episode, join Blair Cook, Chief Financial Officer at Mara Renewables Corporation, as he discusses how businesses can enable and support growth under the guidance of a CFO to build a world-class finance function.

In this episode, join expert CFOs Blair Cook and Wayne Spivak as they give insights and share their experiences on how CFO offices can make their finance function world-class. It is essential for CFOs and their finance processes to be geared towards the future to stay ahead of the curve.

In this episode, join Bhaskar Kumar, Chief Financial Officer at SellAnyCar.com, as he discusses how growth-focused CFOs can fuel a business' growth opportunities and why CFO offices need to be digitally savvy to succeed.

In this episode, join Bruce Braviroff, Interim CFO at Your CFO, as he discusses what CFO offices should set priorities on and drills down key strategies they need to swear by in 2022 and beyond.

In this episode, join Sayantan Datta, Finance Transformation - Associate Director/VP, Accenture, as he discusses how mid-market CFOs should plan their AR processes by leveraging AR automation to cater business growth.

In this episode, join Dan Piscatelli, founder of Hurd House Advisors, as he discusses how growing businesses should prepare and organize their CFO Offices to make sure they are digitally ready on all fronts for the future.

In this episode, get exclusive insights from Bruce Braviroff and Sayantan Datta on optimization and automation strategies that work for growing Mid-Market CFO Offices. CFOs should concentrate on developing scalable finance functions that can support their business growth.

In this episode, join Travis Smith, CFO at DALYTE, an AiA Industries Company, as he discusses how Mid-Market CFOs can successfully plan and implement AR Automation transformation by analyzing the challenges and effective collaboration.

In this episode, join Bill Eveleth, CFO and COO at Go Live SMS, as he discusses how Mid-Market CFOs can monitor and mitigate credit risk, and manage growth while adjusting to new dynamics in credit risk management.

In this episode, join Alex Jimenez, Chief Strategy Officer at Finalytics.ai and Extractable, as he discusses the mistakes Mid-Market companies make when embarking on digital transformation and how CFOs can avoid these pitfalls.

In this episode, join David Worrell, Partner and CFO of Fuse Financial Partners, as he discusses the challenges of fast-growing lower-middle-market companies and how CFOs should start looking beyond starter accounting software.

In this episode, join Lawrence Chester, President of CFO Simplified, as he discusses why a poor collections strategy affects the customer experience (CX) and why mid-market CFOs should leverage technology to keep an eye on customer behavior.