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!

In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead.CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy.In this episode, we discuss:The role of storytelling in financeKey financial metrics to prioritize during the budgeting processCommon pitfalls companies face during budgeting and how to overcome themThe integration of data analytics and AI into budgetingLearn more about CJ:CJ Gustafson on LinkedInPartsTech 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

Aaron Levine, Chief Financial Officer at Prophix, brings extensive experience from high-growth tech companies to the discussion. He sheds light on the evolving role of CFOs, emphasizing the importance of data stewardship in a tech-driven landscape. Tune in as he highlights how advanced tools, like Prophix, transform financial management and enhance collaboration across departments. Aaron also shares insights on the necessary skills for future finance leaders, focusing on analytical thinking and the integration of emerging technologies like AI.

In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations.With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth.In this episode, we discuss:The transformative role of AI in the invoicing and payment collection processHow "connected financial operations" integrate various financial processes to provide a real-time view of cash flowThe role of real-time data in improving cash flow managementWhat the future of invoicing and payment collection will look likeLearn more about Carlos:Carlos Vega on LinkedInTesorio 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 engaging discussion, Ashwath Bhat, CFO at Fractal, shares his insights from over two decades in global finance. He highlights how AI is revolutionizing decision-making in the finance sector while also addressing concerns about data privacy and cybersecurity. Ashwath reflects on his career journey from intern to CFO, illustrating the evolving role of financial leaders as strategic partners. He also emphasizes the need for innovation and strategic financial management in navigating economic challenges and client satisfaction during inflation.

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 mistakesWhat 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 growthLearn more about Stephen:Stephen Newland on LinkedInGrowthLab Finance-as-a-Service 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 how to follow, rate, and review 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, 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 nonprofitsHow sound financial management drives positive changeAdapting financial structures to navigate funding shortfallsTransparency and accountability in managing donor fundsEmerging trends in nonprofit financial managementLearn more about Sam:Sam Wehbe on LinkedInMedical Teams International 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, 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 stakeholdersThe importance of cash flow management in growing businessesStrategies for developing effective pricing modelsManaging financial transitions including M&A and turnaroundsBuilding Resilient Finance TeamsLearn more about Karl:Karl Maier on LinkedInAbunden WebsiteAbunden on LinkedInIf 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, 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 transformationUpskilling finance professionals for an AI-driven futureThe role of DEI in building stronger finance teamsWhy CFOs must partner with CTOsThe ethical landscape of AI in financeLearn more about Monica:Monica Proothi on LinkedInIBM WebsiteChief 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, 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 sustainabilityWhy transparency is key to thriving through changeThe profit-by-product framework for better investment decision-makingAligning teams and optimizing costs for growthLearn more about Eric:Eric Muhlheim on LinkedInMozilla WebsiteHLH Bizworks WebsiteJourney CxO WebsiteDeep Knowledge Investing WebsiteHLH Yeastworks 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