50 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 • 13 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.

    49. Mastering the Budget Cycle w/Clint Jackson

    49. Mastering the Budget Cycle w/Clint Jackson

    How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process?



    If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry.



    Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages.



    Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos.



    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


    Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

    48. Invest Where It Matters w/Magdalena Cleveland

    48. Invest Where It Matters w/Magdalena Cleveland

    Change is constant, and it’s tough to decide where the energy in your business is best spent.


    That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC.



    What we talked about:



    - Magdalena’s career journey and what BLVCKDOT has to offer



    - Why you shouldn’t change more than one major system at a time



    - Is the five-year-plan still a relevant question?



    - Magdalena’s learnings through seeking operational improvements



    - Deciding which projects deserve investment, and why automation isn’t always the answer



    - Pulling in the right people and overcoming resistance



    Check out these resources we mentioned during the podcast:



    - Magdalena’s LinkedIn profile



    - BLVCKDOT LLC’s website



    - Personiv’s website



    - Domo (analytics platform)



    - Tableau (analytics platform)



    - Power BI by Microsoft



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

    Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

    47. Cutting Costs w/ Ken Wentworth

    47. Cutting Costs w/ Ken Wentworth

    Cost-cutting: nobody likes thinking or talking about it, let alone executing it.




    That’s why we’re taking the edge off, by discussing it with Ken Wentworth, Speaker, Author and Fractional CFO at Mr. Biz Solutions.




    What we talked about:




    - Ken’s career progression, and defining the role ‘Fractional CFO’




    - The importance of communication for career growth




    -How the accounting profession has evolved over the past decade




    - Cost-cutting: common mistakes and advice for avoiding them




    - Reviewing labor and benefit expenses




    - Avoiding the pitfall of carrying unnecessary expenses from year to year




    - What tools can you use to process cost-cutting?




    Check out these resources we mentioned during the podcast:




    - Ken’s LinkedIn profile




    - Mr. Biz Solutions’ website




    - Personiv’s website




    - Quickbooks




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




    Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.

    • 37 min
    46. Artificial Intelligence and the Evolution of the CFO w/ John Collins

    46. Artificial Intelligence and the Evolution of the CFO w/ John Collins

    It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cutting edge of innovation, leaving all of the previous advancements in the dust.




    And at the forefront of all of that innovation is artificial intelligence.




    AI and machine learning are moving the world forward in ways that none of us ever could have imagined. If you really stand back and take a look at your life, you’d be amazed at how present AI actually is.




    But what does AI have to do with the finance industry, and how have AI and automation contributed to the evolution of the role of CFO?




    On this episode of CFO Weekly, we get a chance to sit down with John Collins. John is the Chief Financial Officer at LivePerson, a cloud based platform utilizing AI that allows companies to converse with customers through messaging.





    Though the conversation included a lot of discussion about John’s background, and his path to CFO, the real highlight was the discussion on AI and its continued contribution to the evolution of the role of CFO, and how CFOs can leverage and integrate AI into their current landscape.




    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




    Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

    • 40 min
    45. Thinking Outside the Box about the CFO Role w/ Mike dePaschalis

    45. Thinking Outside the Box about the CFO Role w/ Mike dePaschalis

    It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on financial statements and reporting has evolved into something similar, and at the same time completely different.




    Which begs the question, what sort of background does somebody need if they’re looking at a career as a CFO?




    On this episode of CFO Weekly, we sit down for a chat with Mike dePaschalis, Director of Finance at Postal.io, for a conversation all about thinking outside of the box when it comes to pursuing a career as a CFO, and why an accounting degree may not be necessary.




    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




    Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.

    • 13 min
    44. Managing Payroll w/ Charles Read

    44. Managing Payroll w/ Charles Read

    “Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read



    Today my guest is Charles Read, Certified Public Accountant, US Tax Court Practitioner, Member of the Internal Revenue Service Advisory Council and Founder and C




    EO at GetPayroll.




    What we talked about:



    - Charles’ career progression and GetPayroll’s offering




    - What scale of company needs payroll-related services?




    - A decade of history, the current state and future of payroll




    - How tax changes affect payroll




    - Advice for CFOs managing payroll




    - Outsourcing payroll




    - Are clocks the best way to track time?




    - Pros and cons of on-demand pay




    - The gig economy and managing independent contractors




    Check out these resources we mentioned during the podcast:




    - The Payroll Book




    - Charles Read’s LinkedIn Profile




    - GetPayroll’s website




    - Personiv’s website



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

    • 47 min

Customer Reviews

4.9 out of 5
13 Ratings

13 Ratings

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.

EESM-36 ,

Sounds interesting

I stumbled upon this by accident while researching for some tips for my accounting dept. Hoping to learn a thing or two!

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