CFO Weekly

Personiv
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CFO Weekly Podcast

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.

  1. Transform Your Data with Alyssa Shadinger

    1 DAY AGO

    Transform Your Data with Alyssa Shadinger

    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 leadership, auditing, social media, CPA, and SAP. Before Sisense, she held roles such as Director of Finance at Akamai Technologies and Linode, Board Member for the United Women in Business Foundation, Manager at Deloitte, and Senior Manager at the Pine Hill Group. In this episode, we discuss: - How to focus on data that drives action - 3 proven strategies to empower faster, smarter decision - How AI and ML have impacted business decision-making - Leveraging insights without compromising data security

    32 min
  2. Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn

    17 SEPT

    Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn

    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 Monroe is the result of his diverse experience at both West Monroe and Clerestory Consulting, as well as Conagra Brands. He holds a degree in Accounting and Finance from the University of Nebraska–Lincoln and brings a strong skill set in finance, financial reporting, accounting, sales, and cash flow management. In this episode, we discuss: Key strategies for successful financial transformation How PE-backed CFOs prioritize for success The importance of aligning long-term strategy with short-term PE goals Maintaining stakeholder engagement throughout the transformation process How stakeholder buy-in and smart tech choices drive success

    36 min
  3. How to Master Financial Leadership Across Industries with Madhu Jagannathan

    10 SEPT

    How to Master Financial Leadership Across Industries with Madhu Jagannathan

    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 finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO. Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results. In this episode, we discuss: - How to adapt your leadership style to different industries - The role of technology in driving financial performance and operational efficiency - Balancing growth with maintaining financial discipline and long-term sustainability - Key tips for seamless outsourcing and offshoring success - Emerging trends that will impact the CFO role in the next five years

    35 min
  4. The Future of Finance with Emmanuel Daniel

    3 SEPT

    The Future of Finance with Emmanuel Daniel

    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 traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets

    43 min
  5. Effective Communication and Nonprofit Leadership with Timothy Dunbar

    28 AUG

    Effective Communication and Nonprofit Leadership with Timothy Dunbar

    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 Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning. In this episode, we discuss: - How communication drives financial performance across every role - Effective communication tips between the finance and other departments - How to manage financial communication during a crisis - Secrets to simple, impactful communication

    31 min
  6. Secrets to Success as a Young Female CFO with Niki Heim

    20 AUG

    Secrets to Success as a Young Female CFO with Niki Heim

    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 Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year. In this episode, we discuss: - What it takes to become an effective CFO - How organizations can better support emerging female leaders - What unique perspectives do younger female CFOs bring to financial leadership - How to master work-life balance

    36 min
  7. CFOs, Gen Z, and the Future of Work with Sagar Khatri

    13 AUG

    CFOs, Gen Z, and the Future of Work with Sagar Khatri

    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 remote work, and the future of work. Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier. In this episode, we discuss: - 2024 workforce trends CFOs can't ignore - How CFOs can simplify international hiring with ease - Attracting and retaining Gen Z in the workplace - The role of DEI in attracting Gen Z and driving profitability

    36 min
  8. How to Become a Top Financial Advisor with Susan Boles

    6 AUG

    How to Become a Top Financial Advisor with Susan Boles

    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 of panic. Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI. In this episode, we discuss: - How rebranding transformed Susan's approach to business and life - Building a community centered around the concept of calm - How to become a better financial advisor - The importance of staying calm in business decision-making - The CALMER framework for business success

    35 min
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About

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.

Information

  • Creator
    Personiv
  • Years Active
    2020 - 2024
  • Episodes
    219
  • Rating
    Clean
  • Copyright
    © 843278
  • Show Website
    CFO Weekly

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