In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal.Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code."What You’ll Learn:How to define and discover your personal purpose anchors using childhood interests and regret reflectionWhy financial independence should be viewed as a tool rather than the ultimate goalThe critical difference between meaning and purposeTime-hacking techniques to maximize productivityThe connection between hospice care insights and building a regret-free financial lifeHow to balance short-term spending with long-term legacy planningLearn more about Jordan:Jordan Grumet on LinkedInJordan Grumet’s WebsiteEarn & Invest Website'The Purpose Code’ 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession.Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years.What You’ll Learn:Why most financial advisors aren't financially free themselvesHow Chris went from millionaire to millions of dollars in debt and back againThe biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investingThe best passive income strategies that actually work todayHow alternative investments can provide better returns with lower riskLearn more about Chris:Chris Miles on LinkedInMoney Ripples 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management.With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis.In this episode, we discuss:How CARE manages a $900 million portfolio across 50 country officesThe unique challenges of financial management in the NGO spaceHow technological innovations are reshaping NGO operationsLearn more about Ranil:Ranil DeSilva on LinkedInCARE 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

In this episode of CFO Weekly, Claire Bramley, 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.With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth.In this episode, we discuss:The evolution of the CFO role beyond traditional financial operationsHow Teradata implements rotation programs and cross-functional collaboration to develop talentThe impact of AI and analytics on financial decision-makingHow modern CFOs balance traditional responsibilities with expanding strategic dutiesLearn more about Claire:Claire Bramley on LinkedInTeradata 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.Episode 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change.Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation.In this episode, we discuss:The transformative role of emotional intelligence in effective leadership and strategic decision-makingThe reasons traditional business models are struggling and how organizations can adapt to thriveKey strategies for CFOs to maintain relevance and drive value in an era of digital transformationWhy hiring for attitude and potential is more impactful than focusing solely on technical skillsThe essential elements of building a high-performance, purpose-driven company that fosters growth and innovationLearn more about Rick:Rick Yvanovich on LinkedInTRG International WebsitePJ’s Coffee WebsiteGreat People Inside WebsiteBusiness as Unusual 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.Episode 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution.As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership.In this episode, we discuss:How the Six Sigma methodologies transform financial operations and process improvementThe unique challenges of financial leadership in law firmsThe importance of authentic leadership and creating a culture where "trying is not a failure"What impact does AI have on financial operationsLearn more about William:William Washington on LinkedInBaker McKenzie WebsiteCollege of Law Practice Management 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.Episode 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

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.Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI.Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee.In this episode, we discuss:Why digital transformation should be viewed as a business model transformation rather than just a technology upgradeHow C-suite alignment and CEO commitment are essential for meaningful organizational changeWhat is progressive modernizationThe impact of AI and machine learning on banking's futureLearn more about Alex:Alex Jimenez on LinkedInBackbase WebsiteFinovate 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.Episode 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

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.Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard.In this episode, we discuss:The evolution of the CFO role from traditional financial steward to strategic business partnerWhat are the critical components of modernizing finance functionsHow CFOs can leverage data analytics and storytelling to drive better decision-makingCFO's expanding role in driving company-wide alignment and growthLearn more about Jim:Jim Benson on LinkedInDynatrace 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.Episode 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech.With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia.In this episode, we discuss:Luigi's journey in the tech and finance sectorsHow understanding the narrative behind the numbers is crucial for effective communication within a companyInsights on transitioning from a variable revenue model to a SaaS modelFundraising strategies for growth-stage companiesLearn more about Luigi:Luigi Testa on LinkedInLinkSquares WebsiteThe F Suite 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.Episode 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: 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 CouncilCheck out our three most downloaded episodes:Transforming the Four FP&A Key Pillars for Business Success with Carl SeidmanTop Skills and Strategies for Standing Out in Finance with Stephen NewlandThe Future of Finance with Emmanuel Daniel If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is hand crafted by our friends over at: fame.so

Keith Causey, SVP of Cloud ERP Transformation at Oracle, shares his expertise in cloud technologies and digital transformation. He reveals how AI is reshaping finance, driving touchless operations, and improving strategic decision-making. Keith discusses balancing AI integration with human oversight and overcoming cultural resistance to cloud adoption. He emphasizes the evolving role of CFOs as change agents and the need for them to lead cultural shifts while enhancing employee engagement. Dive into the exciting future of finance and the trends driven by AI!