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CFO Weekly

Personiv

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.

  • 34 minutes 38 seconds
    Top Skills and Strategies for Standing Out in Finance with Stephen Newland
    Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered.

    Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE.
    In this episode, we discuss:
    • How does GrowthLab help businesses optimize their finances for growth?
    • The importance of learning from mistakes
    • What skills are essential in helping finance professionals stand out and advance more quickly within their organizations?
    • How can finance professionals develop soft skills early on?
    • How can you build relationships and win over the trust of leadership?
    • Creating a plan for personal growth

    Learn more about Stephen:Episode resources:If you enjoyed this episode, then please either:
    Instructions on how to follow, rate, and review CFO-Weekly are here.


    CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    24 December 2024, 10:00 am
  • 29 minutes 5 seconds
    The Business of Doing Good with Sam Wehbe
    In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies that support humanitarian efforts.

    Sam is an experienced financial management and compliance executive with 20 years of experience in international development and the non-profit sector. Over their career, Sam has successfully managed over $2 billion in donor funds and held key financial roles both in the US and internationally at organizations like Social Impact, Nexant, and Creative Associates International.
    In this episode, we discuss:

    • The unique financial landscape of nonprofits
    • How sound financial management drives positive change
    • Adapting financial structures to navigate funding shortfalls
    • Transparency and accountability in managing donor funds
    • Emerging trends in nonprofit financial management

    Learn more about Sam:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    17 December 2024, 10:00 am
  • 30 minutes 18 seconds
    Building Value Through Financial Analysis with Karl Maier
    In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and business advisor, Karl has played a key role in doubling sales at five companies in just two years by expanding credit lines, leading acquisitions, and enhancing profitability.

    Karl brings over three decades of experience in financial leadership and consulting. He founded Abunden to help private companies enhance their financial strategies through innovative pricing, systems implementation, and cash flow management. Before founding Abunden, Karl worked in corporate finance and helped grow his family's business 5x in three years.
    In this episode, we discuss:
    • How to effectively communicate financial concepts to non-financial stakeholders
    • The importance of cash flow management in growing businesses
    • Strategies for developing effective pricing models
    • Managing financial transitions including M&A and turnarounds
    • Building Resilient Finance Teams

    Learn more about Karl:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    10 December 2024, 10:00 am
  • 27 minutes 8 seconds
    CFOs Meet Generative AI with Monica Proothi
    In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and the ethical considerations of AI.

    Monica brings over 20  years of experience in finance transformation across both consulting and industry roles. Known for driving hyper-growth and productivity, she specializes in reshaping finance operating models through people-centered transformations, ERP modernization, intelligent operations, and data-driven technology solutions. Before IBM, Monica held various finance roles at Accenture, Morgan Stanley, and UBS.

    In this episode, we discuss:
    • How to leverage generative AI for finance transformation
    • Upskilling finance professionals for an AI-driven future
    • The role of DEI in building stronger finance teams
    • Why CFOs must partner with CTOs
    • The ethical landscape of AI in finance

    Learn more about Monica:Episode resources:If you enjoyed this episode, then please either:
    Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    3 December 2024, 10:00 am
  • 34 minutes 11 seconds
    Key Lessons in Financial Leadership with Eric Muhlheim
    In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of transparency in leadership, and how AI is reshaping finance.

    Eric is an experienced finance executive who combines a rigorous analytical mindset with operational expertise in developing and leading organizations. In addition to his role at Mozilla, Eric is the Owner of HLH Bizworks and HLH Yeastworks, a Founding Member of Journey CxO, and a Member Of The Board Of Advisors at Deep Knowledge Investing. Before that, he worked for companies such as Morgan Stanley, The Walt Disney Company, Helix Education, OpenX, and BuzzFeed.

    In this episode, we discuss:
    • How Mozilla balances innovation with sustainability
    • Why transparency is key to thriving through change
    • The profit-by-product framework for better investment decision-making
    • Aligning teams and optimizing costs for growth

    Learn more about Eric:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.
    CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    26 November 2024, 10:00 am
  • 54 minutes 43 seconds
    The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro
    The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro.

    Beatty is currently the Executive In Residence - Graduate Finance Program at Georgia State University. He also served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion.

    In this episode, we discuss:
    • The evolution of the CFO from accounting to strategic leadership
    • The strategic path to CFO success
    • How a CFO should evaluate and leverage risks and opportunities
    • The CFO role in a large public organization versus smaller, non-public companies
    • AI and Modern Finance

    Learn more about Beatty:Episode resources:If you enjoyed this episode, then please either:CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    19 November 2024, 10:00 am
  • 33 minutes 41 seconds
    Scaling Finance in Tech with Howard Wilson
    In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centric mindset, and the role of technology and data analytics in decision-making.

    Howard brings over 20 years of experience in software and operational management to his role as CFO at PagerDuty, where he leads the finance organization to support the company's growth and scaling initiatives. Before joining PagerDuty, Howard managed the SaaS business at Dynatrace and was Chief Operating Officer at Keynote Systems. He also served as Senior Vice President of Field Operations at Ventyx Biosciences and spent 14 years at Oracle in various senior leadership roles.

    In this episode, we discuss:
    • Why CFOs are the new “Chief Everything Officers”
    • The importance of aligning the commercial and financial strategies
    • How technology and data analytics are shaping the future of finance
    • Managing finance in a customer-centric environment
    • Balancing strategic planning with operational execution
    • Key strategies for scaling finance operations in tech

    Learn more about Howard:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    12 November 2024, 10:00 am
  • 36 minutes 20 seconds
    The CFO's Role in Shaping Higher Education with John Ferrari
    In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes.

    John is a senior executive with expertise in business reengineering, data analytics implementation, and financial management. Besides his role at NOVA, he is also a Board Member of AAFMAA, a Non-Resident Senior Fellow for the American Enterprise Institute, and a Senior Strategy Mentor for Strategic Education International.

    In this episode, we discuss:
    • How John is driving student success with strategy and data
    • Driving collaboration through transparency and team empowerment
    • Change management strategies for CFOs
    • How the role of a CFO is evolving to incorporate a more customer-focused approach
    • Cultivating future leaders in finance

    Learn more about John:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.
    CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    5 November 2024, 10:00 am
  • 41 minutes 25 seconds
    The CFO Trifecta Unpacked with Michelle DeBella
    In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear communication and mentorship.

    Michelle is a dynamic, results-oriented finance executive with over 15 years in public accounting, followed by 10+ years in VP/C-Suite roles in companies such as Knock, Lyft, Uber, Hewlett Packard, Ernst & Young, and Coram Healthcare. Michelle is also an Official Member and Finance Thought Leader for the Forbes Finance Council.
    In this episode, we discuss:
    • The key elements of successful finance transformation
    • Critical qualities a CFO has to possess to manage diverse teams
    • How to leverage finance data and AI for business growth
    • Storytelling and mentorship in finance

    Learn more about Michelle:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    29 October 2024, 10:00 am
  • 47 minutes 31 seconds
    Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
    In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.

    Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.

    In this episode, we discuss:
    • What does transforming FP&A look like?
    • What are the four key pillars of FP&A?
    • What's the difference between the FP&A function in small versus large organizations?
    • Why is there a need for FP&A professionals to be entrenched in other business functions' operations?
    • How does technology make finance a seamless part of a company's operations?
    • How can finance leaders promote financial responsibility and accountability cultures?

    Learn more about Carl:Episode resources:If you enjoyed this episode, then please either:Instructions on how to follow, rate, and review CFO-Weekly are here.

    CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    22 October 2024, 10:00 am
  • 40 minutes 33 seconds
    Inside Government Finance with Tonya Johnson-Simmons
    In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership while tackling significant financial challenges.

    With over 30 years of experience in the federal government, Tonya is currently overseeing a  $159 billion portfolio at the Department of the Interior. Her expertise spans financial reporting and analysis, cost accounting, internal controls, financial policy, audits, and the Agency's Financial Report (AFR). Tonya previously worked for the U.S. Office of Personnel Management and was the Director of the Financial Operations Division for the USDA.
    In this episode, we discuss:
    • The evolution of the government CFO
    • Strategies for managing a $159 billion portfolio
    • Harnessing AI and awareness to combat cybersecurity threats
    • How to cultivate trust in financial accountability
    • Empowering finance teams for tomorrow’s challenges


    Learn more about Tonya:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
    Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


    Check out our three most downloaded episodes:


    If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
    15 October 2024, 10:00 am
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