95 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
    • 4.9 • 17 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.

    Don't Fake the Funk, Change Your Life, and Grow Your Business w/ Ken "Mr. Biz" Wentworth

    Don't Fake the Funk, Change Your Life, and Grow Your Business w/ Ken "Mr. Biz" Wentworth

    If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth.
    Ken is a business professional with 20+ years of diversified experience. His areas of expertise include revenue generation, strategic business planning, operational efficiency, change management, team leadership, and development, amongst others.

    Today, Ken shares some of his expertise and wisdom about business growth. He also talks about his new book, Don't Fake the Funk, where he describes the simple four-step strategy that will help you achieve your life-changing business goals. .

    In this episode, we discuss:

    - Don't Fake the Funk book
    - The SMAC acronym
    - How Mr. Biz supports businesses?
    - What a fractional CFO does?

    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

    • 52 min
    Why CFOs Should Be the Driving Force Behind the ESG Strategy w/ John Truzzolino

    Why CFOs Should Be the Driving Force Behind the ESG Strategy w/ John Truzzolino

    These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses.

    To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events.

    In this episode, we discuss:

    - The role of ESG in the financial services industry
    - How to monetize ESG?
    - What is the role of a CFO in building the ESG strategy?
    - How to build an effective ESG strategy?

    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

    • 30 min
    Helping Finance Leaders Become the Heroes of Their Organizations w/ Christina Ross

    Helping Finance Leaders Become the Heroes of Their Organizations w/ Christina Ross

    The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them?

    Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization.

    In this episode, we discuss:

    - How to accelerate your FP&A?
    - Transitioning from a CFO to a CEO
    - Empowering finance leaders
    - What is the role of automation in FP&A?

    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
    How Can Corporate Financial Professionals Drive Their Career Growth Successfully? w/ Bryan Lapidus

    How Can Corporate Financial Professionals Drive Their Career Growth Successfully? w/ Bryan Lapidus

    The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today.

    Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs.

    In this episode, we discuss:

    - Advancing financial and professional success
    - The changing role of a CFO
    - Upskilling financial professionals
    - Strengthening an organization's strategic forecasting process

    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

    • 45 min
    Driving Financial Success In a Nonprofit World w/ Dave Damond

    Driving Financial Success In a Nonprofit World w/ Dave Damond

    Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better.

    David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue.

    Today, Dave reveals what it takes to become a successful CFO in the nonprofit space.

    In this episode, we discuss:

    - The role and responsibilities of a CFO in nonprofit space
    - Hiring the right CFO
    - What does it take to Become a Successful CFO at a Nonprofit Organization?

    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

    • 25 min
    Financing Renewable Energy w/ Sarah Wells

    Financing Renewable Energy w/ Sarah Wells

    One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side.

    How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges.

    Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic.

    In this episode, we discuss:

    - The nuances of the renewable energy industry
    - Skills and traits for accountants in the renewable energy sector
    - How a clean energy company functions operationally

    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

    • 30 min

Customer Reviews

4.9 out of 5
17 Ratings

17 Ratings

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!

Srizer ,

Excellent Peer Group

In today’s fast paced environment (and social distancing) we don’t have time to sit down in traditional peer groups. This podcast has been a great resource to pick up a few tips and tricks about furthering my career. A great listen to and from work.

Ozzie Chambers ,

Great experience

Thanks to host Megan Weis and producer Kelsey Kohrs for making my experience on the podcast an excellent one. Truly an exceptional team to work with.

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