115 episodes

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.

CFO Weekly Personiv

    • Business
    • 5.0 • 20 Ratings

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.

    From Teaching to Finance: An Unconventional CFO Journey with Amy Huerta

    From Teaching to Finance: An Unconventional CFO Journey with Amy Huerta

    Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too.

    For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO.

    In this episode, we discuss:

    -Amy’s path from teaching to finance
    -What is compassionate grit?
    -How to manage cross-functional teams effectively?
    Advice for future CFOs coming from unconventional backgrounds

    Presented by Personiv

    https://insights.personiv.com/cfo-weekly

    • 45 min
    Why Credit Unions Should Benefit and Drive Communities with Steve Arbaugh

    Why Credit Unions Should Benefit and Drive Communities with Steve Arbaugh

    We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors.
    In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community.

    In this episode, we discuss:

    -The differences between a credit union and a commercial bank
    -Digitalization of the financial sector
    -Why it’s more beneficial to invest in retaining an employee than hiring a new one
    -Why it is absolutely vital for businesses to have good relations with their communities

    Presented by Personiv

    https://insights.personiv.com/cfo-weekly

    • 50 min
    Winning Practices for CFOs Leading M&A Transactions and the Role of ESG for Modern Businesses with Simone Grimes

    Winning Practices for CFOs Leading M&A Transactions and the Role of ESG for Modern Businesses with Simone Grimes

    Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen?

    Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives.

    In this episode, we discuss::

    -What role do CFOs play in an M&A?
    -Post-acquisition integration challenges
    -How should CFOs prepare themselves for M&As?
    -How should businesses square the cost-benefit equation of ESG?

    Presented by Personiv

    https://insights.personiv.com/cfo-weekly

    • 40 min
    How Can CFOs Support Business Growth Through an M&A with Charles Freund

    How Can CFOs Support Business Growth Through an M&A with Charles Freund

    As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes.

    To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives.

    In this episode, we discuss:

    -Why should CFOs work close to HR
    -International growth strategies
    -The science behind M&As
    -How to lead a successful integration process

    Presented by Personiv

    https://insights.personiv.com/cfo-weekly

    • 41 min
    Real-Time Decision-Making Tools for Real Top-Performing CFOs w/ Rose Punkunus

    Real-Time Decision-Making Tools for Real Top-Performing CFOs w/ Rose Punkunus

    Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions.
    But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success.

    In this episode, we discuss:

    -Why should finance professionals automate business processes
    -Real-time solutions for strategic finance teams
    -How can the right data leverage business decisions

    Presented by Personiv

    https://insights.personiv.com/cfo-weekly

    • 32 min
    Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg

    Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg

    Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence?

    In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A.

    In this episode, we discuss:
    -What does business partnering mean?
    -How to overcome business partnering challenges?
    -Increasing your business partnering influence
    -FP&A automation
    -How can businesses better structure their FP&A to achieve its full potential?

    For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!

    Presented by Personiv

    https://insights.personiv.com/cfo-weekly

    • 33 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

sim1!!@ ,

Great show

Very informative

rpunky ,

Wonderful CFO resource

Great resource for finance professionals, and generally anyone in business

ASobering ,

So Insightful! 🔥

This podcast is so insightful and I’ve enjoyed every episode I’ve listened to so far! Megan is a very skilled interviewer - she does such a great job of sharing her own personal wisdom and I love how she leads meaningful conversations with finance industry leaders who bring so much experience and actionable insight to the table, having already experienced success themselves. Highly recommend checking this show out - you won’t be disappointed!

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