FinFactor: Expert Insights for the CFO

Blaine Bertsch
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Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO. Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand experiences from the front lines of ERP implementations, strategic planning, data management, and financial operations. Whether you're a CFO in a mid-market company or a fractional CFO, FinFactor offers practical insights, lessons learned, and emerging trends to help you lead with clarity and confidence in today’s dynamic business environment. FinFactor is Produced by Dryrun: Forecasting Software for the Office of the CFO Learn more at https://dryrun.com

  1. 3D AGO

    Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

    In this episode of FinFactor, Blaine Bertsch sits down with Abhijit Verekar, founder of Avero Advisors, to unpack one of the biggest misconceptions in today’s tech landscape: that public agencies and large organizations can simply “buy AI” and transform overnight. AV breaks down why so many AI pilots fail, how legacy ERPs, siloed data, outdated infrastructure, and missing guardrails derail even the best intentions, and why the real work isn’t flashy—it’s foundational.  Together they explore how organizations can modernize responsibly, where spreadsheets actually outperform legacy green-screen systems, why vaporware is back, and how to design AI pilots that solve real problems without creating new ones.  If you’re a CFO or agency leader trying to make sense of AI amid tightening budgets, policy constraints, and messy data, this episode gives you the clarity and roadmap you need.  Visit Dryrun.com to modernize your cash flow forecasting and leave spreadsheets behind. #AIstrategy #GovernmentTechnology #PublicSectorInnovation #ERPmodernization #CFOInsights Connect with Abhijit at linkedin.com/in/verekar Learn about Avero Advisors at averoadvisors.com Watch on YouTube: https://youtu.be/Lmx0X3Kwyx0

    31 min

  2. JAN 21

    How Modern ERPs Fix Manufacturing Chaos: COGS, Tariffs, Excel Failures & AI Transformation

    In this episode of FinFactor, Blaine Bertsch sits down with Jim Harris of Western Computer to uncover the biggest operational and financial challenges facing manufacturers and importers today—especially those still relying on outdated ERPs and massive, error-prone spreadsheets.  Jim breaks down why inaccurate COGS, tariff miscalculations, batch-level blind spots, and legacy processes quietly destroy margins, and how a properly implemented ERP can completely transform visibility and control. They also dive into change management, the realities of ERP timelines, why Excel is the “shared enemy” of scalable finance teams, and how AI is rapidly reinventing supply chain and financial operations. If your business is feeling the pressure of volatility, rising costs, or outdated systems, this is your roadmap to modernization.  Visit Dryrun.com to level up your cash flow forecasting and leave spreadsheets behind. #manufacturingERP #COGSmanagement #MicrosoftBusinessCentral #AIforManufacturing #CFOinsights Connect with Jim at linkedin.com/in/jharris775 Learn about Western Computer at westerncomputer.com Watch on YouTube: https://youtu.be/_K6DY95ATks

    29 min

  3. JAN 6

    The Hidden 25%: How CFOs Can Reclaim Massive Savings in Employer Healthcare Costs

    In this episode of FinFactor, Blaine Bertsch sits down with Donovan Pyle of Health Compass Consulting to expose one of the largest hidden opportunities on the corporate P&L—wasted healthcare spend. Donovan explains how up to 25% of employer healthcare costs are pure waste, why most CFOs never see it, and how to uncover where the money is disappearing.  They break down the structural problems in the insurance and brokerage industries, the blind spots that keep organizations overpaying, and the steps CFOs can take to diagnose waste, get unbiased advice, and reclaim lost profits.  Donovan also shares insights from his new book "Fixing Healthcare", outlining a practical roadmap for transforming healthcare from a runaway cost center into a strategic advantage. #CFOInsights #HealthcareCosts #BusinessStrategy #EmployeeBenefits #CostReduction Unlock clarity and control in your financial forecasting—visit Dryrun.com. Connect with Donovan at linkedin.com/in/donovanpyle Read his book “Fixing Healthcare: How Executives Can Save Their People, Their Business, and the Economy” at donovanpyle.com Learn about Health Compass Consulting at healthcompassconsulting.com Watch on YouTube: https://youtu.be/mKQ0cHndG6E

    21 min

  4. 12/16/2025

    Behind the Scenes of CEO–CFO Alignment, How Strong Finance Partnerships Drive Growth: Dusty Gulleson

    In this episode of FinFactor, Blaine Bertsch sits down with CEO Dusty Gulleson of eResources to unpack what truly makes the relationship between the CEO and the finance team work. Dusty shares firsthand insights from decades of leading and growing companies—covering everything from daily cashflow discipline to managing multi-entity operations, navigating acquisitions, evaluating quality of earnings, integrating teams, and aligning culture during major transitions.  They explore why cashflow visibility matters more than the P&L, how communication builds trust between leadership and finance, and how CEOs and CFOs can collaborate to drive expansion, strategy, and long-term stability. If you’re a finance leader, CEO, or operator looking to strengthen executive-to-finance alignment, this conversation is packed with practical, real-world wisdom. #CFOInsights #CashflowForecasting #BusinessGrowthStrategy #CEOTips #FinancialLeadership Ready to bring clarity, accuracy, and speed to your cashflow forecasting? Visit Dryrun.com. Connect with Dusty at linkedin.com/in/dustygulleson Learn about eResources at eresources.com Watch on YouTube: https://youtu.be/vghFJOdnsEI

    33 min

  5. 12/02/2025

    Who’s Buying and What They’re Really Looking For: Inside Today’s M&A Landscape with Rafael Pinho

    In this episode of FinFactor, Blaine Bertsch talks with Rafael Pinho of TD Pine Advisors about the modern M&A landscape and what different types of buyers—private equity, strategic, family offices, and search funds—are really looking for in today’s deals. They dive into the psychology, timelines, and goals that drive acquisitions, explaining how sellers can tailor their exit strategies to match the right buyer and maximize value.  You’ll learn how to evaluate buyer fit beyond financials, understand valuation nuances, and spot emerging trends like the rise of search funds and operator-led acquisitions. This conversation offers CFOs, founders, and finance leaders a clear roadmap for navigating M&A with confidence and clarity. #MergersAndAcquisitions #CFOInsights #BusinessValuation #ExitStrategy #PrivateEquity Discover more finance insights and smarter cash flow forecasting tools at Dryrun.com Don’t miss future episodes of FinFactor—subscribe, like, and share to stay connected with the latest insights from top CFOs, AI innovators, and finance experts shaping the future of business. Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com Connect with Rafael at linkedin.com/in/rafaelpinho Learn about TD Pine Advisors at tdpineadvisors.com Watch on YouTube: https://youtu.be/OzkhfGBLPjU

    25 min

  6. 11/18/2025

    Azat Ospanov | Is the Best ERP the One You Already Have? CFO Insights on Smart Tech Decisions

    When is the right time to replace your ERP—and when is the smarter move to optimize what you already have? In this episode of FinFactor, Blaine Bertsch (CEO of Dryrun Cash Flow Forecasting Software) sits down with Azat Ospanov, founder of Oscorp, to explore the hidden costs, risks, and realities behind ERP implementation.  They discuss why many finance teams outgrow their systems for the wrong reasons, how to evaluate technology decisions through a CFO’s lens, and the pragmatic steps that prevent years of wasted time and budget. If you’re planning an ERP change or rethinking your financial tech stack, this conversation is a must-listen. #CashflowForecasting #CFOInsights #FinancialPlanning #CashManagement #BusinessGrowth Don’t miss future episodes of FinFactor—subscribe, like, and share to stay connected with the latest insights from top CFOs, AI innovators, and finance experts shaping the future of business. Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com Connect with Azat at linkedin.com/in/azatospanov Learn about Oscorp at oscorp.ca Watch on YouTube: https://youtu.be/ZjPnbGYR7kU

    35 min

  7. 09/16/2025

    Mastering the 13-Week Cashflow Forecast: CFO Insights with Ken Lacroix

    In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity.  The conversation also covers how customer behavior impacts collections, why velocity of money is key for managing working capital, and how technology can streamline cashflow forecasting for CFOs and finance teams. Packed with real-world insights, this episode delivers practical finance strategies to help leaders gain visibility, reduce risk, and drive business growth. #CashflowForecasting #13WeekForecast #FinanceStrategies #CashManagement #WorkingCapital Don’t miss future episodes of FinFactor—subscribe, like, and share to stay connected with the latest insights from top CFOs, AI innovators, and finance experts shaping the future of business. Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com Connect with Ken at linkedin.com/in/kenlacroix/ Learn about Insightful Partners at insightfulpartners.com Watch on YouTube: https://youtu.be/Sx8PGWq72aw

    25 min

  8. 09/09/2025

    Sell-Side M&A Readiness: Clean Financials, Better Valuations: Jarome McKenzie

    Blaine Bertsch welcomes Jarome McKenzie, fractional CFO and founder of Arrowhead Strategy Group, to break down how clean, investor-ready financials can make or break a sell-side M&A deal. Jarome shares real stories—including a seller who improved EBITDA from $500K to $911K and exited for $5.7M, and another who discovered $750K in taxes paid on phantom profit and later secured refunds (including $42K in sales tax) after fixing systems.  You’ll learn how to prep 2–3 years before exit, select meaningful ad backs, accelerate diligence, and present numbers that command higher multiples. They also cover when to move beyond basic bookkeeping, why “speed through diligence” drives close rates, and how stronger controls boost margins and valuation long before you sell. #ExitPlanning #BusinessValuation #MandA #SellSide #CFOInsights Don’t miss future episodes of FinFactor—subscribe, like, and share to stay connected with the latest insights from top CFOs, AI innovators, and finance experts shaping the future of business. Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com Connect with Jarome at linkedin.com/in/jarome-mckenzie-778177187 Learn about Arrowhead Strategy Group: arrowheadstrategygroup.com Watch on YouTube: https://youtu.be/0qfx00UkOF0

    47 min
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About

Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO. Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand experiences from the front lines of ERP implementations, strategic planning, data management, and financial operations. Whether you're a CFO in a mid-market company or a fractional CFO, FinFactor offers practical insights, lessons learned, and emerging trends to help you lead with clarity and confidence in today’s dynamic business environment. FinFactor is Produced by Dryrun: Forecasting Software for the Office of the CFO Learn more at https://dryrun.com

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