CFO Weekly
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.
Driving Growth Through Accounts Payable Automation w/ Sarah Spoja
May 24, 2022 • 34 MIN
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
Creating Financial Visibility and Improving Your Accounting Processes and Financial Reporting w/ Brian Hayes
May 17, 2022 • 32 MIN
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
Don't Fake the Funk, Change Your Life, and Grow Your Business w/ Ken "Mr. Biz" Wentworth
May 10, 2022 • 52 MIN
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
Why CFOs Should Be the Driving Force Behind the ESG Strategy w/ John Truzzolino
May 3, 2022 • 30 MIN
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
Helping Finance Leaders Become the Heroes of Their Organizations w/ Christina Ross
April 26, 2022 • 33 MIN
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
How Can Corporate Financial Professionals Drive Their Career Growth Successfully? w/ Bryan Lapidus
April 19, 2022 • 45 MIN
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
Driving Financial Success In a Nonprofit World w/ Dave Damond
April 12, 2022 • 25 MIN
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
Financing Renewable Energy w/ Sarah Wells
April 5, 2022 • 30 MIN
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
How CFOs Play a Key Role in Supporting Business Growth Through Fundraising w/ Jeremy Foster
March 29, 2022 • 33 MIN
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
How Can CFOs Drive the Right Plan For Transitioning the Business Towards the Growth Stage w/ Bal Bhullar
March 22, 2022 • 27 MIN
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
How to Map Out Your Career Path and Lead Boldly w/ Bolanle Williams-Olley
March 15, 2022 • 41 MIN
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
Strengthening the Financial Engine of a Future Publicly-Traded Company w/ Michael Keogh
March 8, 2022 • 34 MIN
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
How Can Operational CFOs Successfully Drive Change Management w/ Jennifer Herdler
March 1, 2022 • 33 MIN
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
What Is the Role of a Franchise CFO w/ Abraham Sherman
February 22, 2022 • 33 MIN
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
Strategic Planning and Forecasting for the Future w/ John Cappadona
February 15, 2022 • 43 MIN
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
How to Manage the Supply Chain Disruptions w/ Bona Allen
February 8, 2022 • 37 MIN
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
Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller
February 1, 2022 • 26 MIN
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
Why On-Demand Pay Can Become the Future Payroll Model with Scot Parnell
January 25, 2022 • 33 MIN
Scot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and soundness of their offering. Scot spent over twenty years as a finance leader in various organizations, such as TIAA, Citi Group, and Student Loan Corporation. He has a wealth of expertise and experience leading businesses to achieve financial success. Matched with his entrepreneurial spirit and enthusiasm, Scot has played a pivotal role in laying down the cultural foundation at DailyPay and designing an efficient finance team. An effective communicator and changemaker, he is known to drive visions from "here" to "there." Today, Scot shares insights about a topic new to the market, on-demand pay. In this episode, we discuss: - What is on-demand pay? - The ups and downs of on-demand pay - How to successfully move from a large company to an earlier stage growth company For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
January 18, 2022 • 39 MIN
Many employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFOs don’t fully understand what financial modeling is – or its importance. It is critically important to improve business decisions. Our next guest can bring some value to the topic. Ian Schnoor, the Executive Director of the Financial Modeling Institute, joins us in the next episode of the CFO podcast. The Financial Modeling Institute is the only Financial Modeling accreditation body in the world, founded in 2017 and presently serving major corporations in 50 different countries. Ian is also the President and Founder of the Marquee Group, a leading provider of financial modeling training, consulting, and accreditation. In this episode, we discuss: - What is financial modeling? - Why is it critical to a company’s financial planning to avoid reaching the wrong conclusions? - Using your team members’ existing education and professional experience to have them become financial modelers - How can financial modeling ensure success if you want to launch or acquire a new business? For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
The Evolving Role of the CFO w/ Chris Caprio
January 11, 2022 • 24 MIN
Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in numerous sectors, including tech, energy, and professional services. He has experience across various operations, including finance, accounting, recruiting, HR, legal, tax, and employee training. During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country. In this episode, we discuss: - How can a CFO effectively manage HR - The evolving role of the CFO - Why CFOs need to stretch their budgets on achieving long-term goals For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Understanding the SPAC IPO Versus a Traditional IPO w/ Thomas Kramer
January 4, 2022 • 32 MIN
Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time. In this episode, we discuss: - The company’s life cycle - The evolving role of a CFO - SPAC IPO versus traditional IPO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Leveraging Real-Time Financial Data Software w/ Benjamin Taylor
December 28, 2021 • 22 MIN
Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. One of these tools is SoftLedger. Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time. In this episode, we discuss: - Managing critical financial data - API driven accounting - Real-time financials For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Remote Financial Management in High-Growing Companies w/ Ken Kaufman
December 21, 2021 • 36 MIN
In the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts. In this episode, we discuss: - Opportunities in high-growing companies - How to efficiently manage a remote finance team - Tips on finding the best financial talent - Maintenance versus growth OPEX For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Increasing Brand Awareness w/ Ami Myrland
December 14, 2021 • 35 MIN
Why do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness. Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool. In this episode, we discuss: - Why businesses need to focus on communities - How to leverage LinkedIn to develop your brand - How a CFO can build a successful working relationship with the CMO to increase brand awareness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Driving Strategic Value for Business Growth w/ Tom Fencl
December 7, 2021 • 32 MIN
Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities, manage risks, and focus on all aspects of their business, including finance, resources, innovation, culture, and people. Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business. In this episode, we discuss: - How Pricefx grew from 74 to 400 employees - How a company can maintain processes and manage risks - Financial tools and tactics for growing a business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Why Every Business Owner Needs to Have Exit Strategies w/ Marvin Storm
November 30, 2021 • 43 MIN
Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments. But do you know what those moments are and how to prepare for them? Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes. In this episode, we discuss: - Challenges That Business Owners Face - Why Unprepared Entrepreneurs Fail to Exit a Business - How to Prepare and Exit a Business Successfully For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany
November 23, 2021 • 44 MIN
Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has become more than a simple technical process. To get the best, you need to go beyond the common. How to do that? Our guest today reveals some valuable insights. Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems. Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical. In this episode, we discuss: - OJO's distinctive business model - How to hire the best talent for each role - Insights on how to retain talent - The contribution of engagement and transparency in retaining talent For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
How to Become a Successful Data-Driven Organization w/ Chip Pate
November 16, 2021 • 29 MIN
These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization? Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. In this episode, we discuss: - How the role of CFO has evolved over the last two decades - The core of a data-driven organization - How to overcome organizational resistance when applying data For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Focus on Numbers and People to Drive a Successful Business w/ April Downing
November 9, 2021 • 43 MIN
Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top. April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth. In this episode, we discuss: - What leads to a successful customer experience - The role of culture and leadership in delighting customers - Why a CFO needs to focus on a positive employee experience For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
How to Lead Your Business to a Successful IPO w/ Tyler Sloat
November 2, 2021 • 28 MIN
How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers happy. As a result, their products become irrelevant to the market. Some don't have the infrastructure and metrics to go public or act at the right moment. To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public. In this episode, we discuss: - How Freshworks' products allow customers to engage with their customers and employees - How a company can determine the right timing to go IPO - Why going IPO became a historic event for Freshworks and the software industry - Why organizations going IPO must focus on operational readiness and execution readiness For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
The Incalculable Benefits of Servant Leadership w/ Dave Sackett
October 26, 2021 • 20 MIN
The term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, sharing responsibility—have been around for awhile. Due to the strain on the workforce caused by the pandemic, servant leadership is becoming more prevalent. Leading with empathy and giving employees more ownership over their work is becoming the norm, rather than an outlier. Dave Sackett, Chief Solutions Architect at Visibility Corporation, joins the show to explain servant leadership, its benefits, and how it makes us better leaders. In this episode, we discuss: - The core philosophy behind servant leadership - Why it’s not being taught on a wider scale - How to become a servant leader - The benefits and downsides of servant leadership For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
SPACs & The Future of the Finance Function w/ Drew Hamer
October 20, 2021 • 32 MIN
SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind to ensure a smooth process. Drew Hamer, Chief Financial Officer at Velodyne Lidar, Inc., joins the show to explain how SPACs work and why they are here to stay. In this episode, we discuss: - The benefits of going the SPAC route - Technology needed to be ready for the future - Where to start when centralizing processes For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Automation: Love It or Hate It, You Need to Learn It w/ Max Gray
October 12, 2021 • 27 MIN
Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise. To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show. In this episode, we discuss: - The benefits of tableau - When and when not to automate - Dealing with change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly 
What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz
October 5, 2021 • 44 MIN
Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Could you handle the transition?  This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience. In this episode, we discuss: - What compelled Joel to make the transition - How an SEC-traded startup requires a CFO who is part engineer, part artist - How Joel thinks about hiring  - The role of empathy plays in success as a startup CFO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly
The Evolution of the CFO Role w/ Rick Smith
September 28, 2021 • 45 MIN
The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business.  Success doesn’t come to CFOs who sit still.  Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail.  Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. In this episode, we discuss: - How the CFO role has evolved over time - How a CFO’s role evolves across growth stages - How you need to evolve as a CFO to handle international business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly
CFO Weekly is back!
September 21, 2021 • 2 MIN
After a brief summer hiatus, CFO Weekly is back! Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The evolution of the CFO role -Leading a sustainable startup -Automation -Going public For more 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 It Takes to Be a Modern CFO w/ Zach Howard
August 3, 2021 • 28 MIN
Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career. That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road. In this episode, we discuss: - How technology is shaping the CFO role - The 3 most important steps young professionals should take to become CFO - Why fit and willingness to learn are the most important considerations for hiring in today’s workplace For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
The 6 P’s of Selling Your Business & Exiting Rich w/ Michelle Seiler Tucker
July 27, 2021 • 56 MIN
When you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting? As a business owner, you have a similar choice: Don’t wait until a catastrophe to sell your business — you need to cash out when you’re on top. But most business owners — 80%, in fact — fail to ever sell their business. Don’t be like them… Be in that 20% prepared to sell and ready to exit rich. To help you get there, we invited Michelle Seiler Tucker, Founder and CEO at Seiler Tucker, Inc., who literally wrote the book on exiting rich, onto the show to share the secrets to getting the most out of the business you built. In this episode, we discuss: - Why 80% of companies never sell - The 5 types of buyers (and which to target) - The 6 P’s of selling your business And be sure to check out these helpful resources: - www.exitrichbook.com  - www.seilertucker.com For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly
Digital Transformation & the CFO w/ Thomas Anderson
July 20, 2021 • 31 MIN
A lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is talking about their move to digital. What does digital transformation look like, and how can CFO’s leverage the new and emerging technologies to ensure that they’re keeping up with the rapid changes taking place all over the industry? From COVID-19 to the asian debt crisis to the 08/09 financial collapse, the financial landscape is rapidly changing, and being able to keep up is more important now than ever before. On this week’s episode of CFO Weekly, our guest is Thomas Anderson. Thomas is the Managing Director at Moneycorps Americas, and he talked all about how COVID has changed the CFO role, the biggest pain points facing CFOs, how Moneycorps are solving those pain points, and how CFOs can leverage the latest innovation to stay current. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
How To Make Your Business More IRS-Friendly w/Charley Devany
July 13, 2021 • 42 MIN
What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them. This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today: The frustrating side of tax How COVID-19 affected taxation How people get in trouble with the IRS What are your options for clearing your name? Check out these resources we mentioned during the podcast: Charley’s LinkedIn profile For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Outsourced Virtual Accounting Services w/ Matt Wood
June 29, 2021 • 29 MIN
There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job. Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing. What we talked about: - Virtual accounting talent and support - When to outsource what, and why. - Where does technology fit in? - Matt’s advice for when you’re considering your options. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
The Right Controls Can Turn Disaster Into Victory w/ Chris Daniels
June 22, 2021 • 32 MIN
Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly. What we talked about: - Chris’s career and the greatest challenges and lessons from it - Is growth more challenging than the tough times? - Understanding people - Finding the right fit For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Solve Problems, Not Symptoms w/Adam Porter
June 15, 2021 • 31 MIN
Problem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly. What we talked about: - What makes a great problem-solver? - Problem-solving in action: people and processes - Solving the real issues, not just the symptoms - Dealing with organizational resistance Check out these resources we mentioned during the podcast: - Adam’s LinkedIn profile - Musselman & Hall Contractors’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Property Accounting w/Katherine Jackson
June 8, 2021 • 42 MIN
Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold. Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly. What we talked about: - Bayer’s latest projects and their financial approach to property development - Opportunities and challenges within property accounting - Finding the right people for the job - How real estate is changing Check out these resources we mentioned during the podcast: - Sidewalk Film Festival - Katherine’s LinkedIn profile - Bayer Properties’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
The Life of an Expatriate w/ John Kramer
June 1, 2021 • 50 MIN
For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one. But being an expatriate isn’t without its challenges. On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States. And he had a lot to say about: - The pros and cons of expatriate work - Overcoming cultural barriers in the professional world - Hiring and leading a multinational team with competing cultural differences - Advice for those looking to land an expatriate role For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
Leading Through Hyper-growth w/Victor Wong
May 25, 2021 • 47 MIN
It’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage. What we talked about: - You don’t need everything figured out when you’re just starting up - Structures, processes, outsourcing and time management - How to manage uncertainty in a hyper-growth environment Check out these resources we mentioned during the podcast: - Victor’s LinkedIn profile - Flipp’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Understanding Iconoclasm w/ Tony Zorc
May 18, 2021 • 40 MIN
Challenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm. What we talked about: - What does it mean to be an iconoclast, and how do you become one? - The iconoclast formula, and how entrepreneurs can apply it. - Are iconoclasts always entrepreneurs, inventors or philanthropists? Check out these resources we mentioned during the podcast: - Tony’s LinkedIn profile - Accounting Seed’s website - Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony) - Tony’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Mastering the Budget Cycle w/Clint Jackson
May 11, 2021 • 26 MIN
How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process? If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry. Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages. Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
Invest Where It Matters w/Magdalena Cleveland
May 4, 2021 • 48 MIN
Change is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC. What we talked about: - Magdalena’s career journey and what BLVCKDOT has to offer - Why you shouldn’t change more than one major system at a time - Is the five-year-plan still a relevant question? - Magdalena’s learnings through seeking operational improvements - Deciding which projects deserve investment, and why automation isn’t always the answer - Pulling in the right people and overcoming resistance Check out these resources we mentioned during the podcast: - Magdalena’s LinkedIn profile - BLVCKDOT LLC’s website - Personiv’s website - Domo (analytics platform) - Tableau (analytics platform) - Power BI by Microsoft For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Cutting Costs w/ Ken Wentworth
April 27, 2021 • 37 MIN
Cost-cutting: nobody likes thinking or talking about it, let alone executing it. That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions. What we talked about: - Ken’s career progression, and defining the role ‘Fractional CFO’ - The importance of communication for career growth -How the accounting profession has evolved over the past decade - Cost-cutting: common mistakes and advice for avoiding them - Reviewing labor and benefit expenses - Avoiding the pitfall of carrying unnecessary expenses from year to year - What tools can you use to process cost-cutting? Check out these resources we mentioned during the podcast: - Ken’s LinkedIn profile - Mr. Biz Solutions’ website - Personiv’s website - Quickbooks For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.
Artificial Intelligence and the Evolution of the CFO w/ John Collins
April 20, 2021 • 40 MIN
It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust. And at the forefront of all of that innovation is artificial intelligence. AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is. But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO? On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging. Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
Thinking Outside the Box about the CFO Role w/ Mike dePaschalis
April 13, 2021 • 13 MIN
It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely different. Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO? On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
Managing Payroll w/ Charles Read
April 6, 2021 • 47 MIN
“Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C EO at GetPayroll. What we talked about: - Charles’ career progression and GetPayroll’s offering - What scale of company needs payroll-related services? - A decade of history, the current state and future of payroll - How tax changes affect payroll - Advice for CFOs managing payroll - Outsourcing payroll - Are clocks the best way to track time? - Pros and cons of on-demand pay - The gig economy and managing independent contractors Check out these resources we mentioned during the podcast: - The Payroll Book - Charles Read’s LinkedIn Profile - GetPayroll’s website - Personiv’s website For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!
Value Creation through Technology in Finance w/ Arno Wakfer
March 30, 2021 • 21 MIN
Finance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and learning has become a lifelong journey. On this week’s episode of CFO Weekly, we sit down with Arno Wakfer, GM and Head Trainer at Educatio. Today, we covered what technologies are becoming widely adopted by finance organizations. We also talked about: - Breaking down silos across all areas of your business - Promoting financial literacy across communities - How can leaders create value within their organization - Why data visualization is critical for storytelling For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!
Why an Interim CFO May be Right for You w/Kristen McAlister
March 23, 2021 • 24 MIN
As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals. On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions. Our conversation centered around: - The difference between an interim CFO and a fractional CFO - What firms are looking for when hiring an interim CFO - How to best market yourself for your next opportunity as an interim CFO - Why there is so much movement in the leadership space, specifically in the finance field For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
The Life and Career of a Controller: What You Need to Know w/Coulson Painter
March 9, 2021 • 48 MIN
One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
From Big Companies to Small: The CFO Role Unpacked w/Jeff Lasher
March 2, 2021 • 39 MIN
As we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or small companies back to larger companies. And few things can be as jarring and hard to deal with on a professional level as moving from one to the other. You get used to certain cultural norms in one, and then you move to the other and find that you feel completely out of place. On this week’s episode of CFO Weekly, we talked with Jeff Lasher. Jeff is the Chief Financial Officer at Coravin, and has held a number of different leadership positions at a number of different sized companies, from small companies to companies like Ford Motor Company. Our conversation touched on: The most challenging and rewarding parts of moving from large to small companies Advice for successfully transitioning from one to the other What he looks for in building a successful team Why mentorship is so crucial to professional development. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
Megan’s Career Journey w/Megan Weis
February 23, 2021 • 8 MIN
Every week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks, and get some great advice on how to navigate the finance industry, especially in the crazy times we’re going through right now. Megan always asks her guests, “How did you get to where you are today?” But rarely do you get to hear Megan’s story. What was her career journey like? How did she get where she is today? What were some of the key moments in her career that stand out to her, and what has she learned along the way? On this episode of CFO Weekly, you’ll hear from Megan Weis . Megan is the VP and General Manager of Finance and Accounting Operations Outsourcing at Personiv. Megan spends some time touching on the highlights of her career, why she made the switch from one of the world’s largest professional services companies to a small company, and what it’s been like leading her department at Personiv. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.
2020: Maybe it Wasn’t All Bad w/ Liz Hosman
February 16, 2021 • 21 MIN
With 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult year for a lot of people, but maybe it wasn’t all bad. Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought. On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors. Our conversation centered on The challenges faced in 2020 How those challenges altered the landscape of her organization How she and her team plan to keep the positive changes going into 2021 and beyond. Why Yoga is playing a key role in keeping Liz grounded in 2021 and beyond For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. 
Why You Need to Become a Storyteller w/ Liz Barhydt
February 9, 2021 • 28 MIN
When you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance professionals want to report the numbers, and then continue on with their lives. But what if the WHY behind the numbers is just as important as the numbers themselves? What if storytelling is not only something that makes sense to focus on, but is something that you ought to be paying a lot more attention to than you are right now? On this episode of CFO Weekly, our guest is Liz Barhydt. Liz is the Chief Financial Officer at Directive, a performance marketing agency specifically serving SaaS companies, helping them be better marketers, drive growth, and generate better return on their marketing dollars. But one of the most impactful things we discussed was the need for better storytelling when it comes to finance and accounting. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player. 
Coming Through the COVID-19 Pandemic Stronger than Before w/ Macy Macaskill
February 2, 2021 • 30 MIN
There’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the ensuing reduction in revenue. And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed. But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021. Our guest on the show this week is Macy Macaskill. Macy is the Chief Financial Officer at Rockets of Awesome, and our conversation on this episode is all about struggle, perseverance, and triumph. Her company had some hard decisions to make at the onset of the COVID-19 pandemic, and they’ve rebounded from those decisions in a dramatic way. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly 
Building a Better Relationship Between Finance and Operations
January 26, 2021 • 21 MIN
Finance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a huge increase in the way that CFOs interact with and support the various lines of business, particularly with the operations teams. But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead? On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around: How finance can foster a better relationship with the operations teams Why communication cannot be underestimated Why you can’t worry about being the bad guy, or the good guy. Helping the operations team to make sense of the financial side of the business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personivhttps://insights.personiv.com/cfo-weekly
Managing an Engaged Remote Workforce w/ Mike Gilmartin
January 19, 2021 • 26 MIN
Working remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into the office, and there are those that have worked remotely for their entire careers, but for most of us, fully remote work is new. And while there have definitely been some upsides to fully remote work, it has not been without its challenges and frustrations. Our guest on the CFO Weekly podcast this week is Mike Gilmartin. Mike is the Chief Financial Officer at M. Davis & Sons, an award-winning, fifth generation industrial construction company that builds, installs, and services corporate and government facilities. Mike and his team were thrown head-first into remote work along with the rest of us, and our discussion contained great advice on Managing a remote workforce Changes you may need to make in order to accommodate a fully remote staff How to keep remote employees engaged Making sure that employees stay visible to their managers during remote workFor more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv 
Break Down the Silos and Help Your Team Succeed w/ David Burt
January 12, 2021 • 44 MIN
It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless there’s an issue. But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization. On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses. David had a lot to say about: How to begin breaking down the silos within your finance organization The things you should look for when assembling a high-performing team Why you shouldn’t innovate just for the sake of innovation How to ensure that your finance team is helping the organization succeed, not hindering its growthFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Mergers & Acquisitions in 2021 and Beyond w/ Steven Nutt
January 5, 2021 • 35 MIN
It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off strong, by March, M&A had all but come to a screeching halt. What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about The M&A outlook for 2021 How buyers can properly value targets How sellers can position themselves to command a top price. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Staffing Firms: The Benefits, Challenges & Reasons for Using One w/ Steve Casey
December 29, 2020 • 36 MIN
On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history. Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency? This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation. We talked about: Steve’s background in staffing and what led him to be so passionate about recruiting The benefits of using a staffing agency, as well as the challenges The difference between staffing and outsourcingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
The Past, Present, & Future of Accounting w/ Glen Parrillo
December 22, 2020 • 52 MIN
The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on where we’ve been, and where we’re going. On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around: The roles of Controllers and CFO, and how both have evolved over the last 10 - 20 years How to get the most out of automation in your organization, and why automation is nothing to be afraid of. How to prepare for 2021 and the future of accountingFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Managing Working Capital During Unpredictable Times w/ Peter Woolery
December 15, 2020 • 25 MIN
The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex. How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable? On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team. Our conversion centered around: His journey from cleaning floors to being the CFO The ways that Summit has had to adjust to a 700% increase in online sales in 2020 Why despite all of the bicycle sales so far, bicycle company CFOs are still worrying about cash flow The one positive thing that Peter and his team have gained out of the COVID-19 pandemicFor more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Maintaining Good Mental Health During the 2020 Holiday Season w/ David Butler
December 8, 2020 • 17 MIN
2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind. In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
For-Profit Skills in a Nonprofit World w/ James Schleck
December 1, 2020 • 40 MIN
No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world. But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist. Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe. Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world. He talked with us about: The migration from for-profit to nonprofit What it means for nonprofits to level up Why you should be focusing on Human-Centered Design. How his organization is committed to eradicating homelessnes across the country As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
The Future of Accounting in 2021: Our Top 5 Predictions w/ Megan Weis
November 17, 2020 • 17 MIN
2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs. Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Being a CFO at a PE Backed Company: What You Should Know w/ Kerem Bolukbasi
November 10, 2020 • 33 MIN
If you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company. Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit. On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
From Reseller to Manufacturer: What You Need to Know w/ Rick Mills
November 3, 2020 • 14 MIN
One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product. With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition. That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Navigating the Nonprofit World w/ Ed Goble
October 27, 2020 • 29 MIN
Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living.  Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work.  And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits.  Ed was kind enough to talk with us all about  His advice when considering a career change into the nonprofit world Why there is no specific personality type that works best with a nonprofit The biggest differences in the nonprofit and for-profit sectors How to build and establish relationships in the nonprofit world For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Going from a Startup to a Mature Company: The Do’s & Don’ts w/ Olga Shevorenkova
October 20, 2020 • 26 MIN
A lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and convincing them that your company is worth their investment.  Maybe you’re an infrastructure company who’s focused on technology, which causes the tech investors to view you as too boring for an investment, and the infrastructure companies to view you as too high of a risk.  So what do you do as a CFO looking to raise capital, and take your company from a startup to a successful established company? What are the pitfalls, and what should you avoid? What should you be focusing on?  On this episode of CFO Weekly, we sit down with Olga Shevorenkova. Olga is the Chief Financial Officer at EVgo. EVgo is a builder, owner, & operator of fast-charging infrastructure for electric vehicles, and they’ve gone from a startup to the largest US public fast charging network for electric vehicles. Olga had a lot of great things to say about her experiences raising capital for EVgo, her advice for companies that don’t fit into a single vertical industry, what it takes to make it to the fifth year as a startup, and advice for CFOs looking to move their companies from startups to established businesses.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  Presented by Personiv
Unpacking the Latest Deloitte CFO SignalsTM Survey w/ Steve Gallucci
October 13, 2020 • 16 MIN
Every quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the direction of the economy, trends they see in their respective industries, and projections of the future state of finance. It’s a report full of fascinating insights, trends, and projections, and you can download the Q3 high-level report here.  On this episode of CFO Weekly, we were fortunate enough to spend a few minutes with Steve Gallucci, who is a managing partner at Deloitte, to talk all about  -The results of the quarterly CFO survey -When CFOs think the economy may start to bounce back -Some of the industry shifts that have been driven by the COVID-19 pandemic For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Emotional Intelligence and the High Performing Team w/ Larry Chillemi
October 6, 2020 • 36 MIN
As we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. Several large companies have moved to a permanent remote workforce, or at least allowed their employees the choice of whether they want a traditional working situation, or to remain working from home.  And in the midst of all of this uncertainty, it’s more important than ever before to keep your high performing teams motivated, connected, and inspired. But how do you do that? What does it take to keep a high performing team operating at peak efficiency while working remotely?  On this episode of The CFO Weekly, we talk to Larry Chillemi. Larry is the Chief Financial Officer at Grow West, and our conversation centered around  -The importance of emotional intelligence -Keeping your high performing teams motivated -Tips for showing appreciation and recognition to your team -How technology is going to shape the future of accounting.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Zero Based Budgeting: What is it and Why Should You Care? w/ Adanma Akujieze
September 29, 2020 • 23 MIN
We’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting? So often, the budgeting process is simply looking at the prior year’s budget, adding a little bit of inflation room onto it, and moving forward, never really stopping to sit back and ask ourselves WHY we are spending the dollars that we are.  And if the COVD-19 pandemic has taught us anything, it’s that we can likely make do without a lot of the things that we were spending an awful lot of money on before the pandemic hit. Things like travel, entertainment, being more intentional about where we’re spending technology dollars.  Which is why this week’s guest is the perfect person to address what is known as “Zero Based Budgeting,” or ZBB. Adanma Akujieze is the Chief Financial Officer at Larson Design Group, and has been instrumental in adapting the ZBB method on her team. She was kind enough to sit down and discuss:  -What is ZBB and why should you care about it?  -The advantages of ZBB during and after the pandemic  -How to make ZBB work for you -How you may be implementing the ZBB mindset without even knowing it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Social Impact Companies w/ Julian Love
September 22, 2020 • 16 MIN
These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact on the companies that stayed quiet.  Customers are paying attention to what companies are saying and doing, or not saying and doing, and particularly the younger generations are wanting to feel like the companies they’re doing business with are committed to making the world a better place. But how does a company both deliver value to its shareholders and make a positive social impact at the same time? Is that even possible? Or are the two mutually exclusive?  On this episode of the CFO Weekly podcast we talk with Julian Love, Chief Business Officer at St. HOPE, an organization whose mission is to transform Oak Park Sacramento through public education & economic development. We talked about:  -What a social impact company is -Why they matter -Why companies are shifting their focus towards being socially impactful -Why the younger generations are driving this change.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Letting Go of What We Can't Control w/ Sean Rizer
September 15, 2020 • 31 MIN
Control grows in fear's petri dish. What are your fears as a CFO? Are you concerned about: -Understanding covenant calculations?  -Making cash flow projections? -Responding to COVID-19?  -Changing the business model drastically? People often say to let go of fear, but what does it mean to let go? And what should we try to control as we navigate tough times? On this episode of the CFO Weekly podcast, Sean Rizer, Chief Financial Officer (CFO) at Harding Group, a construction company based in Indianapolis, discusses how to control your own destiny. What we talked about with Sean: -Moving from public accounting to industry -Advice for CFOs struggling to let go -How to live in the moment -...And the benefits of letting go! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!
7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany
September 8, 2020 • 20 MIN
Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about…  -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 
Thinking Strategically to Get to the Top: Practical Advice on How to Make the Transition from CFO to President w/ Gene Corvino
September 1, 2020 • 40 MIN
It takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever seen! In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified Distributors and President at William M. Bird — joins Megan to talk about 7 CEO competencies and how to develop them. Plus, Gene covers…  -His 4 pillars of discovery that he operates within -How genuineness and meaningfulness have supported his success in work and life -His process for developing the soft skills necessary for being CEO -Why CFOs should transfer their skill for managing risk over to the CEO’s seat Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 
7 Reasons Why People Follow Effective Leadership w/ Roy Austin
August 25, 2020 • 34 MIN
If your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there. Leaders can influence people to do a lot of things, good or bad. It’s up to the leader to identify and develop the good qualities. In this episode of CFO Weekly, leadership coach and Managing Principal at Rockwell Business Solutions, Founder and Chair of Savannah CFO Council, and author of The Alligator Business Solution, Roy Austin joins us. He shares: -His definition of who a leader is -7 attributes an effective leader must possess -How to develop leadership skills -The benefits that result from being a good leader Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 
The CFO’s Guide to Healthcare Benefits w/ Cory Yeager and Travis Sartain
August 18, 2020 • 35 MIN
Healthcare? Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. To help CFOs get a better understanding of healthcare benefits and medical plans for employees are Cory Yeager, Benefits Advisor, and Travis Sartain, Sr. VP, of Marsh & McLennan Agency. The benefits brainiacs share…  -Why CFOs need to care about healthcare plans for employees -First steps to understanding healthcare expenses -How to apply data to make better decisions about medical plans Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!
4 Advantages of a Data-Driven Culture w/ Ryan Passe
August 11, 2020 • 27 MIN
What does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves. In this episode of CFO Weekly, we nail down what data-driven culture is, why you want it, and how to get it. To help us out, we recruited VP of Operations at Sands Investment Group, Ryan Passe. Ryan covers: -What it means to be a data-driven organization -Advantages of achieving a data-driven culture -What CFOs should be doing to foster a data-driven culture Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! 
Want to Know Your Business Better? Spend Time on the Front Lines w/ Brent Chadwick
August 4, 2020 • 34 MIN
It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain.  One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the financials of your convenience store chain, dealing with nearly 100% annual employee turnover.  But our guest on this week’s episode of CFO weekly did just that. Brent Chadwick is the CFO of Plaid Pantry, which is a small chain of convenience stores primarily situated in the Portland metro area.  But it’s what Brent did upon his arrival at Plaid Pantry that we really hit on in this interview, because he didn’t operate like a traditional CFO. On this episode, we talk all about:  -Brent’s first few weeks as CFO at Plaid Pantry, and why he decided to spend them working in the stores instead of the office.  -How he was able to streamline a number of things that he’d have never known about if not for his time in the stores.  -Making the move from the country’s most prestigious auditing firm to a small convenience store chain For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Advice From a Young CFO: Getting to the Top and Making Your Mark w/ Dustin Prager
July 28, 2020 • 30 MIN
What does it take to make it to the C-Suite?  While there are certainly a well documented array of innate skills that most C-level execs seem to possess, what makes a less seasoned (read: younger than most!) individual stand out? How does someone young and hungry get the attention and credibility to fly up the ladder? Dustin Prager, CFO at Olympic Companies in Minnetonka, Minnesota sits down to discuss his experience going from Controller to CFO much earlier in his career than his peers. What we talked about: -How to set yourself apart -Taking chances and being bold -Leading with the lessons in mind For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Embrace Change, Don’t Fear It w/ Jill Barnard
July 21, 2020 • 37 MIN
A famous Greek philosopher once said, “The only constant is change.”  But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again.  As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic.  It seems like every aspect of life is changing every second right now.  So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development?  On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about  -Managing for change,  -How her company went fully remote within 24 hours  -Why so many companies stick their heads in the sand and wait for the challenges to pass by.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
5 Things You Need to Consider Before Reopening w/ Drew Niehaus
July 14, 2020 • 19 MIN
Let’s face it.  It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently. And for those that are lucky enough to make it through all of this, they’re left asking the question, “What do we do now?”  It’s a fair question. What does it look like to reopen? What does the new normal look like? What unique challenges are you going to face that you’ve perhaps not considered?  On this episode of the CFO  Weekly podcast, we sit down with Drew Niehaus, Managing Director at Riveron to discuss an article that he recently wrote for CFO.com around Five Accounting and Reporting Considerations you should evaluate before reopening.  For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Putting Profit First: Why It's the Bookkeeper's Responsibility w/ Andrew Royer
July 7, 2020 • 14 MIN
I love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest little bit on that toothbrush. Metaphorically speaking, that's what happens when you put profit last in your business.  On this episode of the CFO Weekly podcast, Andrew Royer, a CPA, a certified general accountant, and a bookkeeper discusses why we should be putting profit first. What we talked about with Andrew: -The differences between accounting and bookkeeping -What led Andrew to the profit first model and how he knew it was he had been looking for all along -How external events topple companies more focused on revenue than profit -...And how to make your business more profitable! Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 
The Benefits of Women in Leadership w/ Lydia Adams
June 30, 2020 • 17 MIN
Women in leadership often create better, more profitable workplaces.  Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged. What are the benefits of women in leadership? On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles. What we talked about with Lydia: -Facts and figures about women in leadership positions -Why more women in leadership improves a group's problem-solving abilities -Why female leaders are more trusted -The changes Millennial and Gen Z women could bring to the workplace -...And the dollar benefits a company can realize by expanding the number of women in leadership roles! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 
Three Overlooked Best Practices for Today's CFO w/ Robert Bendetti
June 23, 2020 • 19 MIN
What are the top three overlooked best practices for today's CFO? Networking.  Lifelong learning.  Giving back. Not the three you expected? Granted, none of these topics is a default practice, but each one can help senior financial executives advance their careers and lead more fulfilling lives. On this episode of the CFO Weekly podcast, Robert Bendetti, Chief Financial Officer at Life Cycle Engineering, discusses the best practices around networking, lifelong learning, and giving back. What we talked about with Robert: -Getting the most out of the top networking events, platforms, and groups -Why lifelong learning is important and the role it plays in personal growth -How senior financial executives are uniquely positioned to help hurting people right now -...And why you're not as busy as you think! Presented by Personiv For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! 
Earning a Seat at the Strategic Table w/ Steven Nutt, CPA
June 16, 2020 • 35 MIN
You’ve seen the stereotypes.  CFOs are nerds.  They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work.  And while a CFO does need to be an accounting expert, they’re so much more than that.  On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about:  -The ever changing role of the CFO -Why the CFO should be the ultimate data champion -Why data is more important than ever before For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
Maximizing Cultural Compatibility: Outsource finance & accounting to the Philippines w/ Paulo Cheung
June 9, 2020 • 12 MIN
Why should you send work to someone on the other side of the world?  If you do outsource, what hours will your international team be available? And how many people in another country actually want to work overnight to support U.S. hours, anyway?  Most importantly, do companies that outsource get stuck with less capable talent than those who bring all their work in house? On this episode of the CFO Weekly podcast, Paulo Cheung, Executive Vice President and Country Site Head- Philippines at Personiv, discusses why the Philippines is an ideal place to outsource finance and accounting. What we talked about with Paulo: -A brief history of the Philippines, and why colonization made Filipino culture compatible with a range of culture -The three factors that make the Philippines a top outsourcing destination for most U.S. businesses -The availability of talent in the Philippines -...And why you should consider outsourcing finance and accounting to the other side of the world! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv
The 10 Rules for Success When Working from Home w/ Ali Green
June 2, 2020 • 60 MIN
The kitchen table is the new office.  People are working from home and trying to create boundaries between their professional and personal lives.  How can you create a happy and healthy home-work environment? On this inaugural episode of the CFO Weekly podcast, Ali Green, CEO and Founding Director of Pantera Press, talks about the 10 rules of success she's developed in her 12 years of work-from-home or work-alone life. What we talked about with Ali: -Rule #1 — Decide your office hours in advance and stick to them. -Rule #2 — Separate work from sanctuary. (Or … why you'll never be able to eat a meal in peace at that table again.) -Rule #3 — Use your commute time wisely. How you spend the time between when you wake up and when you start work forms your mindset for the rest of the day. -...And Ali's seven other rules for success! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!  CFO Weekly is brought to you by Personiv.
Scouting for Accounting Talent w/ Cliff Edwards
May 26, 2020 • 31 MIN
Who looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree.  In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway? On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent What we talked about with Cliff: -How the accounting profession and the talent in it have changed in the last 20 years -What's caused the shortage in accounting talent -The factors that motivate Millennials and the qualities Millennials bring to the workplace -...And the skills you need to be an amazing accountant! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! CFO Weekly is brought to you by Personiv.
Why You Should Listen to CFO Weekly
May 5, 2020 • 4 MIN
The world is a strange place right now.   But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?   Well you’re in luck.   Because the CFO Weekly podcast is just that.  CFO Weekly is brought to you by Personiv.