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CFO Weekly
Personiv
283 episodes
8 hours ago
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.
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Management
Business,
Careers,
Entrepreneurship
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All content for CFO Weekly is the property of Personiv and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Management
Business,
Careers,
Entrepreneurship
Episodes (20/283)
CFO Weekly
Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero
In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance.
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5 days ago
32 minutes

CFO Weekly
What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace
In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025.
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1 week ago
33 minutes

CFO Weekly
The Chameleon CFO: Adapting for Growth with John Glasgow, CEO & CFO at Campfire
In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation in dual leadership roles, drawing from his experience at Bill.com and Adobe where he mastered the intersection of financial strategy and product development while building an AI-native ERP platform.
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2 weeks ago
29 minutes

CFO Weekly
The Strategic Evolution of Finance Operations with Dan Wheadon, Partner at Cherry Bekaert
In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challenges.
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3 weeks ago
27 minutes

CFO Weekly
Designing Smarter Finance Models with Siqi Chen at Runway
In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through real-time forecasting and connected systems, drawing from his experience as former CEO at Sandbox VR where COVID-19 exposed the painful inadequacy of traditional planning tools when rapid scenario planning became mission-critical.
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1 month ago
34 minutes

CFO Weekly
Designing Customer-Centric Finance with Jacob Moelter, COO & CFO at SupportNinja
In this episode of CFO Weekly, Jacob Moelter, COO & CFO at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever, drawing from his extensive background in investor relations, FP&A, and outsourcing services where he's witnessed firsthand how data-driven CX investments drive retention and lifetime value.
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1 month ago
22 minutes

CFO Weekly
Inside the CFO–CISO Partnership with Tony Jarjoura, CFO at Gigamon
In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance AI innovation with security, drawing from his experience leading revenue operations, controllership, and financial reporting at a leading network intelligence company.
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1 month ago
29 minutes

CFO Weekly
Breaking Silos with Agentic AI with Jason Godley, CFO at Xactly Corp
In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards.
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1 month ago
24 minutes

CFO Weekly
CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft
In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions.
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2 months ago
27 minutes

CFO Weekly
AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan
In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning through AI-powered scenario modeling and connected enterprise planning, drawing from his unique background as an electrical engineer turned finance leader with over 30 years of experience helping organizations eliminate inefficiencies and accelerate decision-making.
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2 months ago
27 minutes

CFO Weekly
Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP
In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs build future-ready finance teams through curiosity-driven innovation, strategic automation, and effective offshore talent integration, drawing from his 20+ years of experience, including a decade at Ernst & Young and transformative work at SharkNinja.
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2 months ago
23 minutes

CFO Weekly
AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software
In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are transforming finance operations through AI-powered automation and strategic oversight, drawing from his experience navigating Cvent through a pandemic, two public offerings, and successful process transformation initiatives.
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2 months ago
32 minutes

CFO Weekly
The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase
In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.
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2 months ago
34 minutes

CFO Weekly
Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum
business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.
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3 months ago
28 minutes

CFO Weekly
From Engineer to Finance: A Blueprint for Modern Energy Finance with Zachary Kimball, PE, MBA, Citation Oil and Gas Corp
In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs are optimizing value from aging assets while managing escalating production costs, drawing from his unique background as a petroleum engineer turned finance leader with experience at Marathon Oil and McKinsey's Petroleum Asset Excellence group.
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3 months ago
19 minutes

CFO Weekly
Cash Forecasting: How CFOs Navigate Financial Distress with Daniel Fulton, Locust Street Advisory
In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively navigate turnarounds and cash forecasting during financial distress, drawing from his decade of experience leading companies through challenging restructures across diverse industries from construction to healthcare.
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3 months ago
43 minutes

CFO Weekly
CFO Pulse Report: Insights on AI, Talent, and Resilience with Megan Weis and Jack McCullough
In this special episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report, exploring the critical accounting talent shortage with its 150% year-over-year increase in open roles and how modern CFOs are responding through integrated AI, automation, and global talent strategies.
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3 months ago
35 minutes

CFO Weekly
How to Bridge the Gap Between Finance and Business with Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle
In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming from back-office functions to strategic business partners through financial storytelling, drawing from his decade of experience in corporate finance where he discovered the critical gap between technical expertise and communication skills.
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4 months ago
31 minutes

CFO Weekly
The AI-Powered CFO: Navigating the Future of Finance with Nicolas Boucher, Founder of AI Finance Club
In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can transform their finance operations through strategic AI prompting and automation, drawing from his 15 years of finance experience at PwC and Thales, where he developed expertise in both traditional finance and cutting-edge AI implementation.
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4 months ago
36 minutes

CFO Weekly
How Accounting Firm Owners Transform Profitability with Reza Hooda, Founder of Profitable Accountants Community
In this episode of CFO Weekly, Reza Hooda, Founder of The Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are transforming their business models through value-based pricing and strategic specialization, drawing from his experience building a seven-figure practice and helping over 350 firm owners escape the hourly billing trap.
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4 months ago
24 minutes

CFO Weekly
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.