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.
All content for CFO Weekly is the property of Personiv and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards.
In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions.
In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning through AI-powered scenario modeling and connected enterprise planning, drawing from his unique background as an electrical engineer turned finance leader with over 30 years of experience helping organizations eliminate inefficiencies and accelerate decision-making.
In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs build future-ready finance teams through curiosity-driven innovation, strategic automation, and effective offshore talent integration, drawing from his 20+ years of experience, including a decade at Ernst & Young and transformative work at SharkNinja.
In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are transforming finance operations through AI-powered automation and strategic oversight, drawing from his experience navigating Cvent through a pandemic, two public offerings, and successful process transformation initiatives.
In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.
business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.
In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs are optimizing value from aging assets while managing escalating production costs, drawing from his unique background as a petroleum engineer turned finance leader with experience at Marathon Oil and McKinsey's Petroleum Asset Excellence group.
In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively navigate turnarounds and cash forecasting during financial distress, drawing from his decade of experience leading companies through challenging restructures across diverse industries from construction to healthcare.
In this special episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report, exploring the critical accounting talent shortage with its 150% year-over-year increase in open roles and how modern CFOs are responding through integrated AI, automation, and global talent strategies.
In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming from back-office functions to strategic business partners through financial storytelling, drawing from his decade of experience in corporate finance where he discovered the critical gap between technical expertise and communication skills.
In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can transform their finance operations through strategic AI prompting and automation, drawing from his 15 years of finance experience at PwC and Thales, where he developed expertise in both traditional finance and cutting-edge AI implementation.
In this episode of CFO Weekly, Reza Hooda, Founder of The Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are transforming their business models through value-based pricing and strategic specialization, drawing from his experience building a seven-figure practice and helping over 350 firm owners escape the hourly billing trap.
In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director with 25+ years of experience, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation, drawing from his experience co-founding KPMG's $3 billion technology advisory practice and recently exiting GHD Digital, valued at over $400 million with 700 professionals across nine countries.
In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies.
In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are revolutionizing their finance operations through AI-powered billing systems and dynamic pricing models, drawing from his experience as a Harvard Business School graduate and former Google product leader who witnessed firsthand the complexity of modern revenue recognition challenges.
In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem, drawing from his 30+ years of experience in developing talent and fostering innovation in public accounting firms.
In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership, sharing insights on emotional intelligence, team development, and adapting to technological disruption in the evolving finance profession.
In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments, drawing from his extensive experience in financial transformation and M&A integration across diverse business sectors.
In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies.
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.
