208 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 • 32 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.

    Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci

    Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci

    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

    • 33 min
    How CFOs Are Becoming Chief Storytellers with Ben Cutting

    How CFOs Are Becoming Chief Storytellers with Ben Cutting

    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

    • 33 min
    The Power of AI in Finance with Siqi Chen

    The Power of AI in Finance with Siqi Chen

    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

    • 30 min
    Navigating Global Finance with Vandana Agarwal

    Navigating Global Finance with Vandana Agarwal

    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

    • 19 min
    From Rising Costs to Cost Control with Corey Noyek

    From Rising Costs to Cost Control with Corey Noyek

    In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops.

    Corey is a CPA, CA, with a solid background in finance and operations. Before joining Cardata, he held various finance leadership roles at companies such as Cardata, Thriver, Deloitte Canada, and Norman, Goldberg & Co., gaining expertise in financial management, accounting, and tax filing.

    In this episode, we discuss:
    - How to thrive despite economic turbulence
    - Why cross-department collaboration is essential for business success
    - Strategies for identifying cost savings and operational improvement opportunities
    - How to maintain employee morale while tightening the belt

    • 28 min
    Why Your Financials Are Key to Success with Hurley Fox

    Why Your Financials Are Key to Success with Hurley Fox

    While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach.


    Hurley founded Fox & Partners to offer superior professional services to business owners. He is passionate about helping small business owners understand their finances and create reports and goals to achieve their ambitions. Beyond Fox & Partners, Hurley serves on the boards of several non-profits and holds equity stakes in other small businesses.

    In this episode, we discuss:
    - Helping entrepreneurs understand complex financial concepts
    - How Fox & Partners turns client challenges into solutions
    - The importance of understanding your cash flow
    - What common financial pitfalls small business owners must avoid
    - Fostering client trust and collaboration

    • 32 min

Customer Reviews

5.0 out of 5
32 Ratings

32 Ratings

dembospice ,

Insightful podcast for finance leaders!

CFO Weekly is great to listen to, it addresses the evolving challenges faced by today’s finance leaders. I love how insightful the convos with season CFOs are, offering practical strategies. A must listen for anyone seeking to enhance efficiency and learn best practices from other finance leaders.

DebraColorado ,

Great Conversations

A great way to stay current on what CFOs are dealing with today.

Dfsnewbie ,

Very insightful podcast

One of the best for CFOs/ aspiring finance professionals

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