CFO Weekly Personiv

A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that lies at the heart of successful governance in an organization. It's a dynamic interplay that influences an organization's overall health and effectiveness and involves ensuring a mutual relationship based on trust, respect, and communication. However, striking that balance is the real challenge. Lucky for us, Inder Singh shares his insight about the topic.
Inder is an accomplished financial executive with an extensive background in strategic financial planning, corporate finance, and risk management. He is currently a Board of Directors Member of Wiley, IonQ, and Affinity Federal Credit Union. Some of his previous roles include Chief Financial Officer and EVP at Arm, Chief Financial Officer and SVP at Unisys, Managing Director of Equity Capital Markets at SunTrust, Senior Vice President of Finance and Strategy at Comcast, and Vice President of Corporate Financial Strategy and M&A at Cisco.

In this episode, we discuss:
-How can you secure a board seat?
-Striking balance within the board
-How can CFOs cultivate trust and maintain positive relationships with the board of directors?
-The role of transparency in managing board expectations

Presented by Personiv

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

Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, there are key financial steps that lay the foundation for success, such as creating a budget and managing finances effectively, paying taxes correctly to avoid any legal repercussions, preparing for unexpected expenses or financial setbacks, and utilizing financial data to make informed decisions that can drive growth and sustainability. Today, we explore these key financial steps and provide actionable insights for beginning business owners to navigate the financial aspects of their entrepreneurial journey with Danielle Hayden.
Danielle is a reformed corporate CFO on a mission to help entrepreneurs understand their numbers to gain the confidence needed to create sustainable profits. After spending ten-plus years in the boardroom as a corporate finance officer, she is now in her sweet spot as the CEO of Kickstart Accounting, where she helps business owners with bookkeeping, financial analysis, and education. Danielle is also the author of The Profit Planner book series and host of the Entrepreneur Money Stories Podcast.

In this episode, we discuss:
-Separating personal and business finances
-Building a strong money team
-Using financial data to make informed business decisions
-Preparing for financial setbacks
-Leveraging bookkeeping for future success

Presented by Personiv

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

Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Promoting diversity in the workforce, and among suppliers, yields numerous advantages that go beyond societal advancement. However, diversity encompasses more than recruiting individuals from varied cultures or ethnic backgrounds into your company. According to Jeremy Springer, diversity is intricately tied to one's range of experiences. In the following discourse, Springer will impart valuable knowledge on cultivating and harnessing the complete potential of DIVERSITY.
Jeremy is the Chief Financial Officer at Frontier Energy, a leading professional services firm known for its remarkable expertise in driving market transformation. With a fervent dedication to assisting engineers, program managers, and scientists, he actively supports their endeavors to revolutionize the global energy landscape through visionary leadership and groundbreaking innovations in finance, technology, and business operations. Before Frontier Energy, Jeremy held CFO roles at Energy Insight, Davis Energy Group, and Advanced Energy Products.

In this episode, we discuss:
-Pioneering the intelligent use of energy
-Why diversity is a function of experience
-Leveraging workforce diversity
-The importance of supplier diversity
-Enhancing client diversity

Presented by Personiv

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

With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies strive to modernize their financial processes and systems, they realize the need to weave finance into the fabric of their operations. Joe Chevalier joins us today to uncover how digital transformation and finance integration help businesses stay agile, responsive, and adaptable in the face of a rapidly changing business environment.
As a finance-oriented Certified Public Accountant, Joe has made it his mission to connect the dots between business operations and financial outcomes while serving as a valuable strategic partner to CEOs. Currently holding the position of Vice President of Finance and Operations at APS Payroll, Joe is responsible for overseeing the complete cycle of financial, accounting, tax, and treasury operations. With a career spanning multiple industries, Joe has held various leadership roles, including Chief Financial Officer at Carrollton Springs, Controller at Encompass Health, Senior Auditor of Healthcare at Lester, Miller, and Wells CPA's, and Infantry Squad Leader at the United States Marine Corps.

In this episode, we discuss:
-The importance of adapting to digital transformation in finance
-Aligning business finance and operations
-Upskilling finance departments
-Embracing automation in accounting
-The role of finance in business growth and success

Presented by Personiv

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

Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. However, when it comes to finance, it's still challenging to find the right tools that will make your life easier, not harder. If you are a business owner or manager looking to optimize your costs and resources, stay tuned as we explore Apptio's platform and how it can transform the way you manage your IT resources with Kurt Shintaffer.
Kurt is the Co-Founder and CFO at Apptio. With more than twenty years of financial and operational management experience, Kurt has led Apptio through key milestones and achievements, which include raising $136 million in venture capital, taking the company public in 2016 with a $110 million IPO, executing a $144 million convertible note offering in 2018, and closing an acquisition deal with Vista Equity Partners to take the company private in 2019. Before Apptio, Kurt was the CFO at iConclude, VP of Finance at Pacific Edge Software, and Senior Auditor at Ernst & Young.

In this episode, we discuss:
-How Apptio helps businesses manage their costs and drive better business outcomes
-The benefits of connected technology investment
-Enhancing transparency in IT services for cost savings
-AI-powered cloud financial planning

Presented by Personiv

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

The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna.
As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success.

In this episode, we discuss:
-Qualities of successful CFOs
-Barriers to women achieving CFO roles
-Closing the gender pay gap
-Empowering women in corporate leadership
-The importance of networking and investing in yourself

Presented by Personiv

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