Home
Categories
EXPLORE
Education
History
Society & Culture
True Crime
Health & Fitness
Religion & Spirituality
Business
About Us
Contact Us
Copyright
© 2024 PodJoint
Loading...
0:00 / 0:00
Podjoint Logo
LY
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/cc/c1/8f/ccc18fdf-0f9e-6a30-9dbe-3a2dceb29900/mza_405716998868033174.png/600x600bb.jpg
CFO Weekly
Personiv
263 episodes
8 hours ago
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.
Show more...
Management
Business,
Careers,
Entrepreneurship
RSS
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.
Show more...
Management
Business,
Careers,
Entrepreneurship
Episodes (20/263)
CFO Weekly
Unlocking the CFO’s Strategic Power in the AI Era with Kumar Parakala, CEO of Tabhi
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.
Show more...
19 hours ago
44 minutes

CFO Weekly
AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack
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.
Show more...
1 week ago
27 minutes

CFO Weekly
Billing Bottleneck and How CFOs Solve Manual Finance Operations with Apurv Bansal, CEO & Co-founder at Zenskar
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.
Show more...
2 weeks ago
25 minutes

CFO Weekly
Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP
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.
Show more...
3 weeks ago
35 minutes

CFO Weekly
Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital
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.
Show more...
4 weeks ago
27 minutes

CFO Weekly
Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions
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.
Show more...
1 month ago
23 minutes

CFO Weekly
Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning
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.
Show more...
1 month ago
26 minutes

CFO Weekly
How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit
In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations.
Show more...
1 month ago
25 minutes

CFO Weekly
How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar
With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations.
Show more...
1 month ago
35 minutes

CFO Weekly
From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory
The CFO role has evolved dramatically, especially for venture and growth-stage companies, where traditional MBA theory meets the harsh realities of startups. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up.
Show more...
2 months ago
37 minutes

CFO Weekly
Why Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics
In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth.
Show more...
2 months ago
32 minutes

CFO Weekly
Why CFOs Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company
In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change.
Show more...
2 months ago
21 minutes

CFO Weekly
How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat
In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders.
Show more...
2 months ago
35 minutes

CFO Weekly
Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum
Effective budgeting and forecasting require balancing data-driven analysis with practical 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.
Show more...
3 months ago
28 minutes

CFO Weekly
Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech
In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance.
Show more...
3 months ago
32 minutes

CFO Weekly
Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education
In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling.
Show more...
3 months ago
29 minutes

CFO Weekly
Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited
In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership.
Show more...
3 months ago
38 minutes

CFO Weekly
Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth
In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making
Show more...
3 months ago
37 minutes

CFO Weekly
Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified
In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service
Show more...
4 months ago
32 minutes

CFO Weekly
What Lights You Up? with Jordan Grumet, Earn & Invest
In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning
Show more...
4 months ago
33 minutes

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.