CFO Weekly Personiv

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 shares his insights on the evolving role of CFOs in healthcare.

David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan.

In this episode, we discuss:
- How healthcare organizations can save money by optimizing non-clinical spending
- Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system
- The importance of breaking healthcare silos to leverage non-clinical spending
- How to effectively manage change in healthcare spending

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.

Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB.

In this episode, we discuss:
- The evolving role of finance leaders
- Key strategies for team success in fast-paced environments
- How finance professionals drive market expansion and revenue growth
- Challenges and opportunities for finance leaders in consumer goods

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 accountants with US GAAP expertise in Europe.

Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.

In this episode, we discuss:
- US GAAP vs. IFRS
- How to prepare for an IPO
- The role of fractional chief accounting officers in accounting conversion projects
- The future of cross-border accounting

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 leadership.

Ben has over 15 years of expertise in corporate finance, financial planning and analysis, accounting, pricing, and corporate restructuring. He has a proven record of managing finances successfully during significant growth and complex transitions. Previously, Ben served as the CFO of Taylor Corporation and the Treasurer and Vice President of Finance at WorkflowOne.

In this episode, we discuss:
- What makes a great Chief Storyteller
- The art of transparent financial storytelling
- Crafting narratives that inspire confidence in financial partners
- Authentic financial reporting

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 understand their business without needing a degree in finance. He is a private angel investor and has also worked for Sandbox VR for over six years. Siqi designed and developed 3D visualization and simulation systems for the Mars pinpoint landing project, and was the recipient of the US Congressional Space Act Board Award.

In this episode, we discuss:
- How Runway's platform simplifies financial analysis
- The role of AI in revolutionizing the CFO's role
- The importance of accessibility and collaboration within the finance team
- The challenges and benefits of adopting AI technologies, including cybersecurity and market trend identification

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 the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University.

In this episode, we discuss:
- How the basics of finance are the same globally
- The importance of staying up-to-date with changing regulations
- The similarities in financial practices and leadership styles among multinational companies
- The challenges and opportunities for women in the finance industry
- AI’s role in finance