CFO Weekly

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 their roles from back-office functions to strategic business partners through the power of financial storytelling. Soufyan brings extensive experience with over a decade in corporate finance, having worked at PwC, Deloitte, and Proximus, where he discovered firsthand the critical importance of communication skills in finance leadership.With his deep background in FP&A and passion for bridging the gap between technical expertise and essential soft skills, Soufyan shares how finance teams can leverage storytelling to make their insights actionable, influential, and strategically valuable. Currently serving as Chief of Financial Storytelling Program of The Finance Circle, Soufyan oversees tailored training programs that help finance professionals develop business acumen, communication skills, and leadership capabilities to drive business success.What You'll Learn:Why traditional financial reporting structures fail to engage business stakeholdersHow to filter complex financial data into compelling, actionable messagesThe role of business acumen, communication, and leadership in effective storytellingStrategies for measuring the impact of improved financial storytellingHow AI and automation will enhance the importance of human storytelling skillsThe pathway from technical expertise to strategic business partneringLearn more about Soufyan:Soufyan Hamid on LinkedInThe Finance Circle WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Nicolas Boucher, a finance AI thought leader and founder of the AI Finance Club, shares insights on how CFOs can transform their operations with AI. He discusses the importance of effective prompting over merely selecting the best AI tools. Nicolas elaborates on frameworks like CSI and FBI for seamless implementation and emphasizes AI's role in enhancing forecasting and expense management. He also highlights the need for CFOs to balance human expertise with AI insights, turning finance teams into efficient human-robot collaborations.

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 revolutionizing their business models by moving from hourly billing to value-based pricing.Reza brings extensive experience as a former PwC professional who built and scaled his own seven-figure accounting firm before transitioning to coaching other firm owners.With a deep background in accounting firm transformation and firsthand experience growing from a struggling startup during the 2008 financial crisis to a highly profitable practice working less than 10 hours per week, Reza shares how accounting professionals can leverage specialization, strategic pricing, and systematic approaches to build scalable, profitable firms. As Founder of the Profitable Accountants Community, he has helped over 350 firm owners transform their businesses through his coaching programs and frameworks.What You'll Learn:Why hourly billing creates cash flow problems and limits profitability potentialHow to transition from time-based to value-based pricing with immediate resultsThe importance of specialization and niching down to command premium pricingStrategies for creating perceived value that justifies higher feesHow AI and technology enable more efficient service deliveryThe framework for building marketing systems that generate leads on autopilotLearn more about Reza:Reza Hooda on LinkedInThe Profitable Accountants Community WebsiteCapture Accounting WebsiteWaiji & Co Chartered Accountants WebsiteThe Four Pillars BookEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Kumar Parakala, CEO of Tabhi, is a seasoned leader with 25 years of experience in tech and consulting. In the discussion, he emphasizes the transformation of CFOs into strategic leaders in an AI-driven world. Kumar explores how AI can enhance financial intelligence and improve dynamic forecasting. He also discusses the necessity for CFOs to evolve beyond traditional ROI metrics, focusing on innovative strategies. Additionally, he highlights the importance of balancing automation with human insight as finance leaders navigate rapid changes.

In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic oversight. Sara brings extensive experience as a former VP of Strategic Partnerships at Affirm Inc. and VP of Enterprise Sales, where she witnessed firsthand the chaos of managing hundreds of vendors without proper systems at high-growth companies.With her deep background in fintech and vendor relationship management, Sara shares how finance teams can leverage AI to automate contract term extraction, implement proactive risk alerts, and build comprehensive vendor management systems. Currently serving as CEO of Stackpack, Sara oversees the development of AI-native solutions that help companies transition from manual spreadsheet-based vendor tracking to automated, scalable systems starting at just $199 per month.What You'll Learn:Why CFOs must take a proactive role in vendor management beyond traditional cost oversightHow AI can automate contract term extraction with 100% accuracy in minutes versus weeksThe critical metrics CFOs should track for effective vendor performance evaluationStrategies for implementing real-time risk alerts and renewal notificationsHow robust vendor management systems impact investor confidence and operational efficiencyThe future of AI in vendor discovery, evaluation, and strategic alignmentLearn more about Sara:Sara Wyman on LinkedInStackpack WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to AI-powered billing and revenue recognition systems. Apurv brings unique insights as a second-time entrepreneur, IIT Delhi and Harvard Business School alumni, who previously co-founded Wishpicker (acquired by Snapdeal) and held leadership roles at Google and Elevation Capital.With his extensive background in fintech and firsthand experience with complex billing challenges at Google, Apurv shares how finance teams can leverage technology to automate manual processes, implement dynamic pricing models, and build investor-ready financial systems. Currently serving as CEO of Zenskar, Apurv oversees the development of AI-native billing solutions that help companies transition from cost-plus to usage-based pricing models.What You'll Learn:Why dynamic pricing models are crucial for competitive advantage in today's marketHow to align pricing with customer value perception for sustainable growthThe role of AI in automating billing and revenue recognition processesKey metrics CFOs should track to evaluate billing system performanceStrategies for transitioning from homegrown billing systems to scalable solutionsHow robust financial systems impact investor confidence and fundraising successLearn more about Apurv:Apurv Bansal on LinkedInZenskar WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

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. Paul Peterson brings over 30 years of experience in public accounting and has been leading Wiss and Company's strategic evolution for more than a decade.With his extensive background in developing talent and fostering innovation in accounting firms, Paul shares insights on how the profession can adapt to attract and retain the next generation of CPAs. Currently serving as Managing Partner at Wiss and Company, Paul oversees the firm's long-term strategy and has successfully implemented programs that embrace Gen Z's strengths while addressing industry challenges.What You'll Learn:Why Gen Z's characteristics make them ideal for the modern accounting professionHow to adapt training and development models for the next generationThe role of technology integration in attracting Gen Z talentStrategies for creating meaningful work experiences that resonate with younger professionalsHow to leverage Gen Z's adaptability to drive innovation in accounting firmsLearn more about Paul:Paul Peterson on LinkedInWiss and Company LLP WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

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. Jessica McClain brings exceptional expertise in nonprofit financial management, having successfully transitioned from over a decade in public accounting to strategic leadership in mission-driven organizations.With extensive experience across public accounting and nonprofit sectors, Jessica oversees financial strategy, the iconic Girl Scout cookie program, retail operations, and camp property management for the largest Girl Scout council in the country. Her passion for professional development and mentorship has earned her recognition as a 2024 Rising Star by the CFO Leadership Council, 2023 Nonprofit CFO of the Year, and multiple honors from prestigious accounting organizations.What You'll Learn:Why emotional intelligence is becoming the defining skill for modern CFOsHow to foster a culture of continuous learning within finance teamsThe evolution from technical accounting to strategic storytellingPractical strategies for staying ahead of technological disruptionBuilding communication skills that translate complex financial data into actionable insightsLearn more about Jessica:Jessica McClain on LinkedInGirl Scouts Nation's Capital WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

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. Steve Mastin is recognized for his strategic financial leadership and ability to optimize business performance through systematic integration and standardization.With nearly two decades of experience across various senior leadership roles in finance, accounting, and executive positions, Steve brings deep expertise in financial transformation and M&A integration. Currently serving as CFO at 4M Building Solutions, where he oversees financial operations, IT, human resources, risk management, and M&A activities, Steve Mastin has successfully navigated complex integrations and driven growth across diverse business sectors in the fast-paced private equity environment.What You'll Learn:The critical importance of standardizing the chart of accounts across business unitsHow centralization creates operational efficiency and cost savingsThe evolution of the CFO role from financial reporting to strategic leadershipWhen to implement centralization in a company's growth trajectoryManaging cultural integration during acquisitions and mergersLearn more about Steve:Steve Mastin on LinkedIn4M Building Solutions WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, Dennis DuBois, Virtual 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. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality relationships with internal and external stakeholders.With experience across multiple industries, private equity companies, and organizations of all sizes, Dennis brings a systemic viewpoint to growth strategy development and financial infrastructure building. Currently serving as Virtual CFO at Creative Planning, an independent wealth advisory firm managing over $300 billion in assets, and as Board Member at publicly traded Entrepreneur Resorts Limited, Dennis DuBois has successfully navigated complex transactions, COVID-19 disruptions, and the transition from traditional CFO roles to fractional finance leadership.What You'll Learn:The key differences between interim and fractional CFO roles and when each is most valuableHow fractional CFOs can prevent transaction failures by identifying risks earlyCommon financial reporting gaps that derail M&A dealsWhy most sellers overvalue their businesses and how to set realistic expectationsThe critical role of financial preparation in successful exitsLearn more about Dennis DuBois:Dennis DuBois on LinkedInCreative Planner WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so