CFO Weekly podcast

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For the first time, Skip Intro goes to The Paris Theater in Manhattan to sit down with Rebecca Ferguson who stars as Captain Olivia Walker in A HOUSE OF DYNAMITE . Directed by Oscar-winning Kathryn Bigelow, the film was screened this month at the historic 535-seat theater — NYC’s longest-running arthouse cinema. Ferguson shares what it was like to read the powerful script written by Noah Oppenheim and how working with Bigelow was unlike any other experience on set. The Mission Impossible actor also talks about jumping off the roof of the Vienna State Opera with Tom Cruise, Denis Villeneuve’s love of veils and jingle jangles in Dune , and teases Netflix’s upcoming Peaky Blinders movie with Cillian Murphy. Video episodes available on Still Watching Netflix YouTube Channel. Listen to more from Netflix Podcasts .…

CFO Weekly

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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.

275 episodes

CFO Weekly

updated il y a environ 6 jours

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275 episodes

All episodes

1
CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft 27:39

il y a environ 6 jours27:39

27:39

In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are evolving from traditional financial oversight to strategic leadership partners who craft compelling financial narratives that drive business growth. Matt brings extensive experience scaling companies across different industries, with deep expertise in financial automation and operational excellence. With his background spanning audit, private equity-backed businesses, and board-level strategic planning, Matt shares how finance leaders can move beyond reporting numbers to become integral drivers of business strategy. Currently serving as CFO at PairSoft, Matt oversees financial operations for one of the strongest financial automation platforms serving mid-market and enterprise organizations, with solutions that integrate natively with major ERP systems, including Microsoft Dynamics, Oracle NetSuite, and Sage Intacct. What You'll Learn: Why CFOs must transition from diagnostics to strategic decision-making partners How to craft financial narratives that speak to operational metrics, not just numbers The critical role of financial automation in supporting rapid scalability Strategies for balancing financial controls with business agility during growth phases How to foster cross-functional collaboration that aligns financial planning with business goals The evolution of the CFO role from startup through enterprise maturity Learn more about Matt: Matt Collis on LinkedIn PairSoft Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

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AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan 27:31

il y a environ 13 jours27:31

27:31

In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning and strategic decision-making through AI-powered scenario modeling and connected enterprise planning. Hemant brings a unique blend of engineering precision and financial acumen, having started his career as an electrical engineer at GE before transitioning into finance leadership roles. With over 30 years of experience across public and private companies, including CFO positions at Sirius Computer Solutions, Markandy Inc., and MEMC SunEdison Semiconductor, Hemant shares how finance teams can leverage AI to accelerate decision-making, eliminate organizational buffers, and build resilient planning systems. Currently serving as CFO of Anaplan, an enterprise decision-making platform, Hemant oversees traditional finance functions while helping CFO customers deliver outsized business outcomes through connected planning across finance, supply chain, sales, and workforce domains. What You'll Learn: Why traditional financial modeling is insufficient for today's dynamic business environment How AI-powered scenario planning enables real-time adaptive decision-making across enterprises The critical importance of connected planning across finance, supply chain, sales, and workforce Strategies for eliminating organizational buffers through unified data and transparent planning How AI accelerates model development from weeks to hours with solutions like CoModeler The future of dynamic pricing, customer profitability analysis, and enterprise-wide AI adoption Learn more about Hemant: Hemant Kapadia on LinkedIn Anaplan Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

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Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP 23:15

il y a environ 20 jours23:15

23:15

In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs are building agile, tech-enabled teams that drive innovation through curiosity, experimentation, and strategic use of offshore talent. Matthew brings over 20 years of experience, starting his career at Ernst & Young, where he spent a decade advancing to senior manager before serving as assistant controller at SharkNinja Operating LLC. With his extensive background in financial reporting, accounting operations, and systems implementation, Matthew shares how finance teams can leverage automation to free up capacity for strategic work, build distributed workforces effectively, and create cultures where innovation thrives through curiosity and ownership. Currently serving as Chief Accounting Officer at Global Partners LP since 2018, Matthew oversees financial reporting, tax compliance, and internal controls, and has successfully integrated offshore resources that now comprise 15% of the company's finance team. What You'll Learn: Why curiosity and ownership are the foundational behaviors that drive finance innovation How automation enables teams to shift from repetitive work to strategic analysis Strategies for balancing in-house expertise with offshore resources without losing institutional knowledge The critical role of experimentation and safe failure in building adaptive finance teams How offshore talent can transform operations for companies of any size, not just global enterprises The future of AI in reshaping finance functions and why early experimentation matters Learn more about Matthew: Matthew Spencer on LinkedIn Global Partners LP Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

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AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software 32:44

il y a environ 27 jours32:44

32:44

In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through AI-powered automation and strategic oversight. Billy brings extensive experience from his tenure as CFO at Cvent, where he navigated the company through a pandemic, two public offerings, and private equity transactions while implementing transformative automation initiatives. With his deep background in FP&A and financial transformation across SaaS companies, Billy shares how finance teams can leverage AI to automate repetitive processes, implement predictive analytics, and position finance as a strategic partner rather than a task master. Currently serving as CFO of Redwood Software, Billy oversees the financial operations of a workload automation company while applying lessons learned from successfully transforming broken manual processes into automated, scalable systems. What You'll Learn: How to identify which finance processes are prime candidates for automation versus those requiring human expertise The "Clean Data Framework" for ensuring AI implementations deliver accurate, reliable results Why AI enhances rather than replaces finance talent by enabling more strategic work How to balance automation with human oversight to maintain strong financial controls The critical success factors for implementing automation at scale in fast-moving organizations How to transform quote-to-cash processes through strategic automation and system integration Why AI strengthens compliance and risk management through continuous monitoring and anomaly detection How to prepare finance teams culturally and technically for the AI transformation journey The importance of establishing clear KPIs and governance frameworks for automation initiatives Why cross-departmental collaboration improves when manual data sharing is automated Learn more about Billy: Billy Newman on LinkedIn Redwood Software Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

il y a 26 weeks28:04

28:04

CFO Weekly

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Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech 32:45

il y a 27 weeks32:45

32:45

In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance. With over 30 years of experience in finance and operational roles, Darren has held multiple strategic positions at Trintech since 2001, including CFO and President/COO, before assuming the CEO role. A Fellow of the Association of Chartered Certified Accountants, he has been instrumental in driving Trintech's growth through numerous acquisitions and market expansions. Darren's expertise spans financial leadership, operational excellence, and technological innovation, with a particular focus on modernizing financial processes through AI and automation. What You’ll Learn: How to structure modern incentives beyond traditional compensation to include career advancement and work-life balance Why cross-functional collaboration and data-driven decision-making should be core components of leadership development The role of AI and automation in addressing the declining number of finance graduates and retiring CPAs How to create a culture that encourages experimentation and innovation while maintaining high-performance standards Why purpose-driven initiatives like DEI and employee resource groups are essential for attracting modern talent How to prepare finance teams for digital transformation through continuous learning and adaptation to new technologies Learn more about Darren: Darren Heffernan on LinkedIn Trintech Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education 29:58

il y a 28 weeks29:58

29:58

In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling. With a diverse background spanning consulting, FP&A at Hilton Worldwide, and middle market private equity, Chris has transformed his decade of hands-on experience into practical, accessible educational content. As a financial modeling educator and contractor since 2020, Chris focuses on breaking down sophisticated financial concepts into systematic, repeatable steps, enabling professionals to build in hours that previously took weeks. What You’ll Learn: How to master the four universal pillars of financial modeling The systematic three-step approach to breaking down complex financial models into manageable components Why understanding the three financial statements is crucial for modeling any industry or company size The power of monthly vs. annual modeling for revealing critical business insights and seasonal patterns Why intellectual curiosity is essential for advancing in financial roles and creating proactive value Learn more about Chris: Chris Reilly on LinkedIn Financial Modeling Education Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited 38:48

il y a 29 weeks38:48

38:48

In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership. Sara is a distinguished Chartered Accountant and co-founder of the CFO Center and Liberti Group, pioneering the fractional CFO model globally. With over two decades of experience transforming entrepreneurial businesses, she has grown the CFO Center to operate across 17 countries with 800 CFOs. Having started her career at Deloitte and holding an MBA, Sara revolutionized the part-time CFO concept in the early 2000s, developing it from a personal solution for work-life integration into a global business model. What You’ll Learn: How fractional CFO services enable growing businesses to access high-level financial expertise without the cost of a full-time executive Why the $2-3 million revenue mark is the optimal time for businesses to consider bringing on a fractional CFO How to transition from traditional CFO roles to fractional work Why culture fit matters more than industry expertise when matching fractional CFOs with clients How the fractional model helps executives achieve better work-life integration while maintaining career growth Learn more about Sara Sara Daw on LinkedIn The CFO Centre Group Limited Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth 37:38

il y a 30 weeks37:38

37:38

In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making Learn more about Rich Rich Zhou on LinkedIn Aquifer Growth Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified 32:34

il y a 31 weeks32:34

32:34

In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service Learn more about Tom: Tom McDermott on LinkedIn Career Certified Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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What Lights You Up? with Jordan Grumet, Earn & Invest 33:37

il y a 32 weeks33:37

33:37

In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning Learn more about Jordan: Jordan Grumet on LinkedIn Jordan Grumet’s Website Earn & Invest Website 'The Purpose Code’ book Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples 55:14

il y a 33 weeks55:14

55:14

In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession. Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years. What You’ll Learn: Why most financial advisors aren't financially free themselves How Chris went from millionaire to millions of dollars in debt and back again The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing The best passive income strategies that actually work today How alternative investments can provide better returns with lower risk Learn more about Chris: Chris Miles on LinkedIn Money Ripples Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE 29:49

il y a 34 weeks29:49

29:49

In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management. With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis. In this episode, we discuss: How CARE manages a $900 million portfolio across 50 country offices The unique challenges of financial management in the NGO space How technological innovations are reshaping NGO operations Learn more about Ranil: Ranil DeSilva on LinkedIn CARE Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata 32:44

il y a 35 weeks32:44

32:44

In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth. In this episode, we discuss: The evolution of the CFO role beyond traditional financial operations How Teradata implements rotation programs and cross-functional collaboration to develop talent The impact of AI and analytics on financial decision-making How modern CFOs balance traditional responsibilities with expanding strategic duties Learn more about Claire: Claire Bramley on LinkedIn Teradata Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich 55:47

il y a 36 weeks55:47

55:47

In this episode of CFO Weekly, Rick Yvanovich , CEO & Founder of TRG International , explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual . With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation. In this episode, we discuss: The transformative role of emotional intelligence in effective leadership and strategic decision-making The reasons traditional business models are struggling and how organizations can adapt to thrive Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation Why hiring for attitude and potential is more impactful than focusing solely on technical skills The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation Learn more about Rick: Rick Yvanovich on LinkedIn TRG International Website PJ’s Coffee Website Great People Inside Website Business as Unusual book Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie 32:28

il y a 37 weeks32:28

32:28

In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership. In this episode, we discuss: How the Six Sigma methodologies transform financial operations and process improvement The unique challenges of financial leadership in law firms The importance of authentic leadership and creating a culture where "trying is not a failure" What impact does AI have on financial operations Learn more about William: William Washington on LinkedIn Baker McKenzie Website College of Law Practice Management Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase 34:23

il y a 38 weeks34:23

34:23

In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI. Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee. In this episode, we discuss: Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade How C-suite alignment and CEO commitment are essential for meaningful organizational change What is progressive modernization The impact of AI and machine learning on banking's future Learn more about Alex: Alex Jimenez on LinkedIn Backbase Website Finovate Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace 33:34

il y a 39 weeks33:34

33:34

In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard. In this episode, we discuss: The evolution of the CFO role from traditional financial steward to strategic business partner What are the critical components of modernizing finance functions How CFOs can leverage data analytics and storytelling to drive better decision-making CFO's expanding role in driving company-wide alignment and growth Learn more about Jim: Jim Benson on LinkedIn Dynatrace Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares 25:01

il y a 40 weeks25:01

25:01

In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia. In this episode, we discuss: Luigi's journey in the tech and finance sectors How understanding the narrative behind the numbers is crucial for effective communication within a company Insights on transitioning from a variable revenue model to a SaaS model Fundraising strategies for growth-stage companies Learn more about Luigi: Luigi Testa on LinkedIn LinkSquares Website The F Suite Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle 29:59

il y a 41 weeks29:59

29:59

In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so. In this episode, we discuss: The significant role of cloud technology in modern finance How AI is revolutionizing traditional finance functions Cultural challenges that organizations face when implementing AI The future of finance and exciting trends in AI Learn more about Keith: Keith Causey on LinkedIn Oracle Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech 24:08

il y a 42 weeks24:08

24:08

In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead. CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy. In this episode, we discuss: The role of storytelling in finance Key financial metrics to prioritize during the budgeting process Common pitfalls companies face during budgeting and how to overcome them The integration of data analytics and AI into budgeting Learn more about CJ: CJ Gustafson on LinkedIn PartsTech Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix 28:08

il y a 43 weeks28:08

28:08

In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams. Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more. In this episode, we discuss: The importance of technology integration to improve decision-making How Prophix's technology impacts decision-making and collaboration within finance teams The growing demand for tech-savvy finance professionals What skills future financial leaders must possess to succeed Learn more about Aaron: Aaron Levine on LinkedIn Prophix Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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The AI-Powered Future of Cash Flow with Carlos Vega, Co-Founder and CEO of Tesorio 28:57

il y a 44 weeks28:57

28:57

In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth. In this episode, we discuss: The transformative role of AI in the invoicing and payment collection process How "connected financial operations" integrate various financial processes to provide a real-time view of cash flow The role of real-time data in improving cash flow management What the future of invoicing and payment collection will look like Learn more about Carlos: Carlos Vega on LinkedIn Tesorio Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Previous guests include: Tom McDermott , CFO at Career Certified, Claire Bramley , CFO at Teradata, Chris Miles , Founder of Money Ripples, Ranil DeSilva , CFO & COO at CARE, Jordan Grumet , Financial Independence Expert & Host of Earn & Invest & William Washington , Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…

CFO Weekly

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The Business of Doing Good with Sam Wehbe, CFO at Medical Teams International 29:05

il y a 47 weeks29:05