CFO Weekly
CFO Weekly is a podcast for accounting leaders looking to build efficient teams and focus on strategy. It explores how the CFO role has evolved to include long-term performance, technology expertise, and strategic guidance. Hosts interview CFOs and controllers who share advice on streamlining processes and adopting data-driven models. The podcast is produced by Personiv, a provider of accounting solutions.
Episodes
Agentic AI Starts with the Process, Not the Technology
In this episode of CFO Weekly, Courtney Stoner, who has held executive leadership roles at iron mountain, ge vernova, and ge Aerospace joins to discuss The CFOs playbook for Agentic AI & ROI.. Drawing from a career spanning civil engineering, operations, M&A, and finance.
Why Professional Judgment Is the Accountant’s Greatest Differentiator
In this episode of CFO Weekly, Kerrie Jones, Financial Controller at Peak Living, joins Megan Weis to explore why professional judgment, not just technical expertise, is what makes accountants trusted business advisors. Drawing from her experience leading accounting teams through growth and change, hiring and developing more than 50 accountants, and serving on a nonprofit board, Kerrie shares how
The CFO as Decision Architect
In this episode of CFO Weekly, Shirley Shu-Hurley, Chief Financial Officer at Hillsborough Transit Authority (HART), joins Megan Weis to explore how today's finance leaders are shaping strategy, strengthening governance, and building the organizational capacity businesses need to grow and adapt in an increasingly complex world. Drawing on two decades of experience across the energy sector, entrepr
Why CPAs Make Great CFOs
In this episode of CFO Weekly, John Wise, Director of Finance and Accounting at The Armstrong Company, joins Megan Weis to explore how the CPA designation can become a foundation for strategic business leadership, the cultural growing pains that come with scaling a middle-market business, and where finance leaders should start when transforming a decentralized finance function into one built for g
How CFOs Use AI and Real-Time Data to Make Faster Decisions
In this episode of CFO Weekly, Mark Gaudiosi, Chief Financial Officer at Burro, joins Megan Weis to explore why AI adoption in finance succeeds or fails on one question: what decision does this actually change? Drawing on more than twenty-five years scaling finance functions at Gopuff, Medical Guardian, and now an outdoor autonomous robotics company, Mark shares how CFOs can separate real AI value
Why AI ROI Has Become a CFO Problem, Not a Tech Problem
In this episode of CFO Weekly, Mike DePrisco, President and CEO of IMA (Institute of Management Accountants), joins Megan Weese to explore why AI cost and ROI are becoming CFO problems rather than pure technology problems, drawing on IMA's own research showing 63% of finance leaders have now deployed AI and 37% of CFOs still don't trust their own data, and outlining what it really takes to evaluat
Why AI-Native Finance Beats Bolted-On AI Tools
In this episode of CFO Weekly, Bojan Belejkovski, Vice President of Finance and Treasurer at Voltava, joins Megan Weis to explore why AI adoption in finance is fundamentally about data discipline and operating-model design, not the AI tools themselves, drawing on his path from law to treasury, his work leading major ERP transformations, and his book, Treasury 2.0: Future-Proofing Finance with AI.
Building a Scalable Finance Function
In this episode of CFO Weekly, Jessica Trimmer, Senior Director of Revenue and Transformation at Intapp, joins Megan Weis to explore what it really takes to build a finance organization that scales, how leaders should think about people, processes, systems, and governance as companies grow, and why finance operating models must evolve alongside the business. Drawing on more than twenty years of ex
Why the Best CFOs Think Like CEOs
In this episode of CFO Weekly, Abir Syed, Co-Founder of UpCounting, joins Megan Weis to explore why the best finance leaders move beyond producing numbers to actively shaping business decisions, drawing from his path from Big Four auditor to hands-on ecommerce operator and fractional CFO for high-growth direct-to-consumer brands.
How to Keep Finance Teams Engaged During a Merger
In this episode of CFO Weekly, Rick Hasselman, Chief Financial Officer at Clari + Salesloft, joins Megan Weis to explore what it takes to lead a finance organization through a major merger, why finance and sales must operate as true partners in driving revenue, and how AI is turning the CFO into an orchestrator of agents rather than just a steward of the numbers. Drawing on more than thirty years
The Skills That Separate CFOs from Finance Experts
In this episode of CFO Weekly, Wassia Kamon, Chief Financial Officer at ACE | Access to Capital for Entrepreneurs, joins Megan Weis to explore the journey from controller or FP&A leader to modern CFO, the mindset shifts that matter most, and how aspiring finance executives can prepare for a role that extends far beyond the numbers. Drawing from her experience across manufacturing, technology, phar
General-Purpose AI Agents Are Not Built for High-Stakes Finance
In this episode of CFO Weekly, Jeremy Ung, Chief Technology Officer at BlackLine, joins Megan Weis to explore why general-purpose AI agents are not automatically safe for high-stakes financial operations. Drawing on more than two decades of engineering and product leadership at Amazon Web Services, Microsoft, and Apptio, Jeremy explains why deploying AI agents in finance requires the same rigor as
The Rodman Paradox: Why Your Most Valuable Employee May Not Be Your Best One
In this episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, joins Megan Weis to explore the Rodman Paradox, the idea that a company's most valuable employee may not be its best-performing one, but the one whose irreplaceable skill set keeps the organization running. Drawing on decades of experience as a CFO, CEO, and board advisor, Jack shares how leaders c
How Finance Leaders Help Mid-Sized Businesses Scale Without Stalling
In this episode of CFO Weekly, Mike McLain, Chief Accounting Officer at Transwestern, joins Megan Weis to explore what separates mid-sized businesses that scale successfully from those that stall, and how finance leaders can help organizations grow with both discipline and agility. Drawing from his upbringing around his father's insurance brokerage, his public accounting career at Arthur Andersen
Greatest Hits: How New Finance Leaders Navigate Transition and Build Confidence
In this greatest hits episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership.
Greatest Hits: Why CFOs Must Embrace AI
In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation.
Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk
In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platf
Modernizing Finance Without Losing the Human Element
In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their organizations through technology while keeping people, flexibility, and fit-for-purpose thinking at the center of every decision drawing from more than two decades of building finance infrastructure in the San Diego biotech sector.
Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy
In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore how federal funding decisions shape patient care on the ground, why the healthcare-versus-defense budget debate is more complex than a simple pie chart, and what it takes for finance leaders in healthcare to drive change, influence policy, and build the operat
How CFO-Level Finance Helps Restaurants Survive
In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can move beyond basic bookkeeping to leverage finance as a true competitive advantage, drawing from her experience as a former Hermès Controller, working chef, and decade-long advisor to restaurant and bar owners navigating thin margins, cash fl
The CFO as Chief Data Officer
In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become the defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-drive
Why AI Still Feels Hard for Finance Teams
In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is fundamentally an architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implem
The Rise of AI-Driven Finance Teams
In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College
AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right)
In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the to
Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze
In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driv
Greatest Hits: Financial Planning 101 for College Students with Stephen Heath
In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated.
How to Become a CFO: The Real Career Path, Skills & Decisions That Matter
In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty s
IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public
In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation
Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant
In this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership.
Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association
In this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intellige
Greatest Hits: AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack
In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth com
Greatest Hits: Secrets of a Tech-Savvy CFO with Aaron Levine
In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is built for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance colla
Agentic AI and the Future of the Deterministic CFO with Patrick Villanova, CFO at BlackLine
In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to explore how agentic AI is shifting the office of the CFO from binary, "yes/no" automation to autonomous decision-making. Drawing from a decade of leadership at BlackLine and deep experience in SEC reporting, Patrick discusses the critical need for "deterministic" AI, systems where perfection
Automated, Insightful, and Connected: The Future of Finance with Hari Sankar, SVP of Applications Development at Oracle
In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are transforming finance from a reactive, manual function into an automated, insightful, and connected strategic force, drawing from his fifteen-year journey at the intersection of finance and technology and Oracle’s mission t
Greatest Hits: Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited
In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of execu
The Evolving CFO-CEO Partnership with Todd McElhatton, COO and CFO at Zuora
In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting history to engineering outcomes, drawing from his three decades of experience leading finance and operations at SAP, Oracle, VMware, HP, and his role guiding Zuora through its $1.7 billion acquisition by Silver Lake and GIC.
From Finance Specialist to AI-Enabled Generalist with Chris Garber, CFO at Guild
In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI and automation are transforming finance leadership from technical specialists to cross-functional business generalists, drawing from his experience leading diverse teams across FP&A, analytics, sales ops, IT, and his fifteen-year journey with a transformational mentor who consistently
The Venture-Backed CFO: Mastering Boardroom Influence with Mark Dempster, Partner at Founders Circle Capital
In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at The Circle by Founders Circle Capital, joins Megan Weis to explore how peer community has become essential infrastructure for CFOs navigating pre-IPO pressure, drawing from his experience building The Circle, a private leadership community serving 350 venture-backed CFOs, and his background as the first non-investor ro
The New CFO’s First 100 Days Playbook with Kevin Appleby, COO at GrowCFO
In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership.
The CFO & CIO Blueprint for ERP Implementation with Evan J. Schwartz, CIO at AMCS Group
In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can avoid the Gartner-cited 70% ERP failure rate through strategic vision setting, vendor partnerships, and proactive change management, drawing from his 30+ years of experience driving digital transformation across resource-intensive industries and his Amazon best-sell
Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk
In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing
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.
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.
The Chameleon CFO: Adapting Leadership for Hyper-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.
Scaling Finance Operations: The Hyper-Growth Blueprint 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 s
Building Dynamic Finance Models with Real-Time Data with Siqi Chen, CEO & Founder 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.
The Operations CFO: Aligning Finance with Customer Growth 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.
The CFO & CISO Playbook: Financing Enterprise Security 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.
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 standar
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 automat
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 decisio
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.
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.
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.
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.
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 g
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.
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.
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
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 implemen
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.
Unlocking the CFO’s Strategic Power in the AI Era with Kumar Parakala, CEO of Tabhi
In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director with 25+ years of experience, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation, drawing from his experience co-founding KPMG's $3 billion technology advisory practice and recently exiting GHD
AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack
In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies.
Billing Bottleneck and How CFOs Solve Manual Finance Operations with Apurv Bansal, CEO & Co-founder at Zenskar
In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are revolutionizing their finance operations through AI-powered billing systems and dynamic pricing models, drawing from his experience as a Harvard Business School graduate and former Google product leader who witnessed firsthand the complexity of modern revenue recognition challe
Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP
In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem, drawing from his 30+ years of experience in developing talent and fostering innovation in public accounting firms.
Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital
In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership, sharing insights on emotional intelligence, team development, and adapting to technological disruption in the evolving finance profession.
Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions
In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments, drawing from his extensive experience in financial transformation and M&A integration across diverse business sectors.
Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning
In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies.
How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit
In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations.
How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar
With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations.
From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory
The CFO role has evolved dramatically, especially for venture and growth-stage companies, where traditional MBA theory meets the harsh realities of startups. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up.
Why Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics
In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth.
Why CFOs Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company
In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change.
How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat
In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders.
Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum
Effective budgeting and forecasting require balancing data-driven analysis with practical 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.
Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech
In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive pe
Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education
In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial m
Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited
In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of execu
Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth
In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function.
With over a decade of experience in capital markets, corporate finan
Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified
In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology.
Tom is an experienced executive and financial leader with vast experience in global technology com
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Learn English A2 with Daily News | Simple English Listening Practice
پلی لیست | PlayList
Conspiracy Files with Paige Carter
Bad Friends
