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. DEC 16

    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

  2. DEC 2

    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

  3. NOV 18

    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

  4. SEP 16

    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

  5. SEP 9

    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

  6. SEP 2

    Unlocking ESOP Success: Employee Ownership, Business Growth & Legacy Planning

    In this episode of FinFactor, Blaine Bertsch sits down with Matt Middendorp to break down the world of Employee Stock Ownership Plans (ESOPs). They explore how ESOPs impact company valuation, employee engagement, and long-term business legacy, while highlighting both the benefits and challenges of implementation.  From feasibility studies and valuation modeling to avoiding common pitfalls, this conversation uncovers the key factors that make ESOPs successful. Real-life success stories illustrate how ESOPs drive financial growth, improve company culture, and align the goals of owners, employees, and the business itself. Whether you’re a business owner exploring succession planning or a leader interested in boosting engagement and retention, this episode offers the insights you need to understand the ESOP process. #ESOP #EmployeeOwnership #BusinessGrowth #CompanyValuation #EmployeeEngagement 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. Watch on YouTube: https://youtu.be/z8n2UNMhQwo Listen on your favourite podcast network or at finfactor.buzzsprout.com Connect with Matt Middendorp and see if you’re ESOP-ready at esopready.com Phone Matt: 715-897-0879

    25 min

  7. JUL 9

    The Expanding Role of the Modern CFO with Paul Barnhurst | AI, Strategy & Financial Leadership

    In this episode of FinFactor, host Blaine Bertsch sits down with Paul Barnhurst to dive into the rapidly expanding role of the CFO. Once defined by financial analysis, cash flow management, and forecasting, today’s CFO is now a strategic operator, taking on responsibilities that stretch far beyond traditional finance. From overseeing operations and liquidity planning to managing risk, asset allocation, and corporate strategy, the CFO is increasingly stepping into what was once the COO’s territory. Paul and Blaine explore how AI, automation, and advanced financial modeling are transforming the finance function and reshaping the future of financial leadership. They also break down why financial governance, due diligence, and strong cross-functional collaboration are essential in today’s fast-moving business environment. This conversation reveals how CFOs can deliver clarity, drive resilience, and guide long-term growth by embracing their role as both financial stewards and strategic leaders. Whether you’re a finance leader, entrepreneur, or business strategist, this episode is packed with insights on how the office of the CFO is evolving to meet the demands of modern business. 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. #CFO #FinanceLeadership #FinancialModeling #CashFlowForecasting #BusinessStrategy #FinFactorPodcast Watch on YouTube: https://youtu.be/F2Y0N9qGpkA Listen on your favourite podcast network or at finfactor.buzzsprout.com Connect with Paul Barnhurst: LinkedIn Profile: linkedin.com/in/thefpandaguy Website: thefpandaguy.com/ Free FP&A Community (The FP&A Hub): community.thefpahub.com/ Podcast: Future Finance - thefpandaguy.com/future-finance Podcast: FP&A Tomorrow Podcast - thefpandaguy.com/fpa-tomorrow-podcast Podcast: Financial Modeler’s Corner Podcast - thefpandaguy.com/fmcpodcast

    24 min

  8. JUL 2

    The Hidden Costs and Mistakes to Avoid When Choosing an ERP System | FinFactor with Bob Light

    In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to uncover the biggest mistakes companies make when selecting and implementing an ERP system. ERP software decisions can make or break a business—yet too often, leaders rush into adoption without fully understanding their internal processes, pain points, and long-term needs. Bob explains why mapping workflows and involving stakeholders early is critical to ensure smoother adoption and stronger ROI. The conversation explores essential ERP strategies, including how to negotiate with vendors, set realistic ERP cost expectations, and evaluate ERP features that truly align with business goals. Blaine and Bob also discuss the importance of appointing the right project champion, creating achievable timelines, and following proven ERP implementation advice to avoid costly delays and overruns. With deep insights on avoiding common ERP pitfalls, conducting thorough due diligence, and ensuring scalability, this episode is a must-listen for CFOs, finance leaders, and executives considering or re-evaluating their ERP investment. If you want to maximize your ERP ROI and avoid the hidden risks that sink so many projects, this conversation provides a practical roadmap for success. Subscribe to FinFactor for expert conversations with CFOs, finance professionals, and technology leaders tackling the toughest challenges in financial management. Don’t forget to like, follow, and share to stay updated with every new episode. Discover how to achieve cash flow clarity, accurate forecasting, and powerful scenario modeling alongside your ERP system at Dryrun.com. #ERPImplementation #ERPSelection #CFOInsights #FinancialSoftware #BusinessStrategy Watch on YouTube: https://youtu.be/PlOJQJylByo Listen on your favourite podcast network or at finfactor.buzzsprout.com Connect with Bob at linkedin.com/in/boblight

    29 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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