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 ...
…
continue reading
1
Strategic Financial Engineering with Chad Gold
36:54
36:54
Spill senere
Spill senere
Lister
Lik
Likt
36:54
In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, inc…
…
continue reading
1
Is a Fractional CFO Right for You? With Luke Boyenger
39:04
39:04
Spill senere
Spill senere
Lister
Lik
Likt
39:04
In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team…
…
continue reading
1
Transform Your Data with Alyssa Shadinger
32:23
32:23
Spill senere
Spill senere
Lister
Lik
Likt
32:23
In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in l…
…
continue reading
1
Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn
35:57
35:57
Spill senere
Spill senere
Lister
Lik
Likt
35:57
In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management. Connor's role as Director at West M…
…
continue reading
1
How to Master Financial Leadership Across Industries with Madhu Jagannathan
35:16
35:16
Spill senere
Spill senere
Lister
Lik
Likt
35:16
In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between financ…
…
continue reading
1
The Future of Finance with Emmanuel Daniel
42:48
42:48
Spill senere
Spill senere
Lister
Lik
Likt
42:48
The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to tradi…
…
continue reading
1
Effective Communication and Nonprofit Leadership with Timothy Dunbar
31:27
31:27
Spill senere
Spill senere
Lister
Lik
Likt
31:27
In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits. Timothy is an Executi…
…
continue reading
1
Secrets to Success as a Young Female CFO with Niki Heim
35:40
35:40
Spill senere
Spill senere
Lister
Lik
Likt
35:40
In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title N…
…
continue reading
1
CFOs, Gen Z, and the Future of Work with Sagar Khatri
35:31
35:31
Spill senere
Spill senere
Lister
Lik
Likt
35:31
In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of rem…
…
continue reading
1
How to Become a Top Financial Advisor with Susan Boles
34:45
34:45
Spill senere
Spill senere
Lister
Lik
Likt
34:45
In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead …
…
continue reading
1
How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson
35:07
35:07
Spill senere
Spill senere
Lister
Lik
Likt
35:07
In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a …
…
continue reading
1
Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner
37:53
37:53
Spill senere
Spill senere
Lister
Lik
Likt
37:53
In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also sh…
…
continue reading
1
From Finance Specialist to Strategist with Gabriel Teixeira
29:23
29:23
Spill senere
Spill senere
Lister
Lik
Likt
29:23
In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabrie…
…
continue reading
1
Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci
33:42
33:42
Spill senere
Spill senere
Lister
Lik
Likt
33:42
In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of acc…
…
continue reading
1
How CFOs Are Becoming Chief Storytellers with Ben Cutting
33:51
33:51
Spill senere
Spill senere
Lister
Lik
Likt
33:51
When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leade…
…
continue reading
1
The Power of AI in Finance with Siqi Chen
30:27
30:27
Spill senere
Spill senere
Lister
Lik
Likt
30:27
Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO. Siqi Chen is the CEO of Runway, a startup that enables operators to understa…
…
continue reading
1
Navigating Global Finance with Vandana Agarwal
19:08
19:08
Spill senere
Spill senere
Lister
Lik
Likt
19:08
Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to…
…
continue reading
1
From Rising Costs to Cost Control with Corey Noyek
28:41
28:41
Spill senere
Spill senere
Lister
Lik
Likt
28:41
In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops. …
…
continue reading
1
Why Your Financials Are Key to Success with Hurley Fox
32:26
32:26
Spill senere
Spill senere
Lister
Lik
Likt
32:26
While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach. Hurley…
…
continue reading
1
The Multidimensional Role of a CFO with Sharon Barber-Lui
37:44
37:44
Spill senere
Spill senere
Lister
Lik
Likt
37:44
Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals, US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation. Sharon has over 20 years of executive experience in BioPha…
…
continue reading
1
Unleash Your Pervasive Creativity to Drive Strategic Success with Stacey Ryan-Cornelius
28:51
28:51
Spill senere
Spill senere
Lister
Lik
Likt
28:51
Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joi…
…
continue reading
1
How CFOs Are Steering Early-Stage Startups Toward Success with Felix Beccar
30:31
30:31
Spill senere
Spill senere
Lister
Lik
Likt
30:31
Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar. With more than 15 years of experience in ma…
…
continue reading
1
Master Cash Flow Forecasting with Colin Hewitt
29:18
29:18
Spill senere
Spill senere
Lister
Lik
Likt
29:18
Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it w…
…
continue reading
1
The Power of Systemized Decision-Making with Dhiraj Rajaram
31:00
31:00
Spill senere
Spill senere
Lister
Lik
Likt
31:00
Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution…
…
continue reading
1
High-Performance Finance Leadership with Daniel Welch
39:02
39:02
Spill senere
Spill senere
Lister
Lik
Likt
39:02
People expect CFOs to be masters of everything, not just finance. Strategy, technology, marketing, or customer engagement, a financial leader truly has to get a strong grasp on every aspect of a business. Impossible, some might say. But not for Daniel Welch, who joined us in this episode of CFO Weekly to share his personal performance as an executi…
…
continue reading
1
Business and Digital Transformation with Steve Hankins
51:57
51:57
Spill senere
Spill senere
Lister
Lik
Likt
51:57
Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation …
…
continue reading
1
How Today's CFOs Lead Businesses into the Future with Alex Glueckler
35:53
35:53
Spill senere
Spill senere
Lister
Lik
Likt
35:53
It's not the first time we have explored the evolution of the CFO role. According to Alex Glueckler, today the CFO is expected to be a strategic advisor to the CEO and the board of directors. They must provide insights and analysis that drive decision-making and help shape the company's long-term growth strategy. What else is on the list? Alex brea…
…
continue reading
1
Tech-Savvy CFOs with Aneal Vallurupalli
35:07
35:07
Spill senere
Spill senere
Lister
Lik
Likt
35:07
Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have…
…
continue reading
1
Harnessing the Power of Technology and People with Tom Panther
26:10
26:10
Spill senere
Spill senere
Lister
Lik
Likt
26:10
The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can levera…
…
continue reading
1
Growth and Cash Flow Strategies for 2024 with Guido Torrini
29:04
29:04
Spill senere
Spill senere
Lister
Lik
Likt
29:04
CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along…
…
continue reading
1
AI-Driven CFOs and Optimizing Net Cash Flows with Max Dame
21:57
21:57
Spill senere
Spill senere
Lister
Lik
Likt
21:57
Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools an…
…
continue reading
1
Redefining the CFO-Legal Relationship with Eric Bouchard
30:14
30:14
Spill senere
Spill senere
Lister
Lik
Likt
30:14
While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper …
…
continue reading
1
The Rise of the Chief Future Officer with Joy Mbanugo
29:48
29:48
Spill senere
Spill senere
Lister
Lik
Likt
29:48
Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new ti…
…
continue reading
1
Simplifying Your Finances with Danielle Hendon
28:31
28:31
Spill senere
Spill senere
Lister
Lik
Likt
28:31
Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission t…
…
continue reading
1
Bridging Finance and Operations with Luigi Testa
29:35
29:35
Spill senere
Spill senere
Lister
Lik
Likt
29:35
Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mi…
…
continue reading
1
Tackling Today's Toughest Economic Challenges with Ali Firoozi
38:29
38:29
Spill senere
Spill senere
Lister
Lik
Likt
38:29
The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recen…
…
continue reading
1
How to Maximize Your Profits and Grow Your Business with Manny Skevofilax
22:51
22:51
Spill senere
Spill senere
Lister
Lik
Likt
22:51
No profits, no growth. It's a business reality applicable to all companies. Without profits, there is no way to invest in innovation and operations expansion, or attract top talent. In this episode of CFO Weekly, Manny Skevofilax joins Megan Weis to share how to maximize profitability while growing your business. Manny is the Principal at PORTAL CF…
…
continue reading
1
From Planning to Execution: IPO Winning Strategies with Jayson Noland
18:03
18:03
Spill senere
Spill senere
Lister
Lik
Likt
18:03
An IPO is not just a financial milestone in the business growth, but a transformative journey demanding a complete, data-driven, and strategic reorientation of the entire business. A CFO plays a key role in the IPO process. To learn more about it, we discussed it with Jayson Noland. Jayson Noland is CFO at HackerOne, a company empowering the world …
…
continue reading
1
A CFO's Perspective for Understanding Operations and Driving Value with Aaron Sallade
18:09
18:09
Spill senere
Spill senere
Lister
Lik
Likt
18:09
Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, businesses strive to stay ahead. At the helm, CFOs wield crucial influence, not merely overseeing financial outcomes but actively driving strategic transformations. As guardians of a company's fiscal health, …
…
continue reading
1
Top Skills and Strategies for Standing Out in Finance with Stephen Newland
34:38
34:38
Spill senere
Spill senere
Lister
Lik
Likt
34:38
Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance r…
…
continue reading
1
Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
47:31
47:31
Spill senere
Spill senere
Lister
Lik
Likt
47:31
In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial …
…
continue reading
1
Why the Future for CFOs is More Than Just Number Crunching with Ilana Esterrich
29:48
29:48
Spill senere
Spill senere
Lister
Lik
Likt
29:48
In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich. Wi…
…
continue reading
1
“No Risk It, No Biscuit”: A Financial Perspective on Risk with Isaac Strulowitz
23:49
23:49
Spill senere
Spill senere
Lister
Lik
Likt
23:49
Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about m…
…
continue reading
1
Unmasking Time Theft by Making Work Visible with James Kennedy
42:58
42:58
Spill senere
Spill senere
Lister
Lik
Likt
42:58
Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thie…
…
continue reading
1
Seize Control of Your Financial Risk Management in a Tech-Driven World with Meg Johnson
17:57
17:57
Spill senere
Spill senere
Lister
Lik
Likt
17:57
Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure …
…
continue reading
1
The Art of Financial Storytelling: Turning Your Financial Data into Engaging Stories
35:43
35:43
Spill senere
Spill senere
Lister
Lik
Likt
35:43
Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financia…
…
continue reading
1
The Rise of Embedded Finance with Daniel Yubi
36:55
36:55
Spill senere
Spill senere
Lister
Lik
Likt
36:55
Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable. Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a d…
…
continue reading
1
How Fintech Is Revolutionizing Finance: Insights from Rebecca Bacon
25:56
25:56
Spill senere
Spill senere
Lister
Lik
Likt
25:56
In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial In…
…
continue reading
1
Breaking Spreadsheet Boundaries for Next-Gen Finance Analysis with Bobby Pinero
37:59
37:59
Spill senere
Spill senere
Lister
Lik
Likt
37:59
Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where moder…
…
continue reading