CFO Weekly

In this engaging discussion, Stephen Newland, Director of FP&A at GrowthLab, shares insights from his diverse background in finance. He emphasizes the importance of soft skills alongside technical expertise to stand out in the field. Stephen recounts lessons learned from early mistakes, like the significance of tailoring communication to different audiences. He also provides practical strategies for building trust with leadership and succeeding in high-pressure environments. Additionally, he discusses the emotional aspects of finance and the need for personal growth and well-being.

In this engaging discussion, Carl Seidman, an Interim CFO and finance advisor, shares his wealth of knowledge on transforming finance practices. He emphasizes the importance of integrating FP&A with operations to enhance financial intelligence across organizations. Carl outlines the four key pillars of FP&A success—people, processes, data/technology, and culture—and warns against relying solely on technology for solutions. He also highlights the significance of strong cash flow management and fostering a culture of financial responsibility to empower leaders and teams alike.

In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich.With her extensive 30-year career in operations and finance, Ilana currently excels in her role as the CFO of Planned Parenthood, a trusted healthcare provider. Before that, Ilana served as CFO for the American Coatings Association, Chief Financial and Administrative Officer for the Centre of Strategic and Budgetary Assessments, and President of the American Women’s Club of Thailand.In this episode, we discuss:- The evolving role of the CFO- The subtle differences between modern nonprofit and for-profit CFO roles- How to build effective financial teams- Leveraging AI in accounting and financeLearn more about Ilana:Ilana Esterrich on LinkedInPlanned Parenthood Federation of America 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: 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

Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about mitigating financial risk.Isaac is a finance professional with over 10 years of experience. He is a Partner and Chief Financial Officer at CoVenture. Prior to this, Isaac worked in Real Estate Finance for The Blackstone Group. His first professional roles were at EY, where he started as an Intern.In this episode, we discuss:- Balancing risk and reward- Smart risk-taking and mitigation- Integrating judgment, experience, and data- Avoiding common mistakes in fast-growing businessesLearn more about Isaac:Isaac Strulowitz on LinkedInCoVenture 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: 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

Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thieves. Today, he will be sharing some insights with us.James is a well-versed entrepreneur, currently dedicated to assisting finance teams by providing a wealth of resources, including educational content, podcasts, videos, and specialized software. His entrepreneurial journey includes founding and managing companies like Piehole and Smartnote, building on his earlier experience as a Contract Engineer at Arantech.In this episode, we discuss:- The importance of "Making Work Visible" for enhancing team productivity- How to identify and mitigate "time thieves"- The 15-minute daily stand-up meeting productivity hack- Strategies for harmonizing expectations with realityLearn more about James:- James Kennedy on LinkedIn- ProcurementExpress.com Website- RubberStamp Website- Fighting Blindness Website- Making Work Visible BookEpisode resources:- Personiv's Website- Personiv on LinkedIn- Personiv on Facebook- Personiv on TwitterIf you enjoyed this episode, then please either:- Follow, rate, and review on Apple Podcasts- Follow 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: 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

Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure of diving into the topic with a special guest, Meg Johnson.Meg is a Financial Services Regulatory Professional with over two decades of experience in bank regulation, risk management, operational strategies, and strategic planning. Currently, she serves as the CFO at Terra State Community College. Before that, Meg was the Executive VP and Deputy Chief Risk Officer at S&T Bank and the VP of Community and Regional Supervision at the Federal Reserve System.In this episode, we discuss:- Strategies for effective financial risk management- How to cultivate a culture of integrity in financial risk management- The role data, analytics, and technology in financial risk managementLearn more about Meg:Meg Johnson, MBA, EdD on LinkedInTerra State Community College 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: 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 discussion, Soufyan Hamid, an FP&A expert and founder of SouFBP, dives into the art of financial storytelling. He emphasizes the importance of transforming complex financial data into relatable narratives that drive action. Soufyan shares practical tips on structuring compelling presentations, overcoming public speaking anxiety, and tailoring messages for different audiences. He also highlights the role of AI in enhancing storytelling and offers a simple rule for effective presentation formats. Join him for insights that could revolutionize your financial communication!

Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable.Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a distinction conferred upon only 200 global tech innovators by TechNation in collaboration with the UK Home Office. Before Payable, Daniel's career trajectory included his participation in the On Deck Fintech Fellowship, a tenure as Senior Product Manager at Checkout.com, and a role as Product Manager at Curve.In this episode, we discuss:The role of embedded financeThe potential of finance business partneringCollaboration between CFOs and product teamsKey compliance strategies for marketplace financial operationsLearn more about Daniel:Daniel Yubi on LinkedInPayable 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: 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 recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions.Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure.In this episode, we discuss:How fintech disrupts the financial industryWhat is a flow program?Frictionless digital experiencesThe role of AI in FintechThe future of Fintech in financial servicesLearn more about Rebecca:Rebecca Bacon on LinkedInUpgrade 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: 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

Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero.Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees.In this episode, we discuss:How Equals reinvents spreadsheetsThe importance of high-level financial modelingEntrepreneurship and FinanceThe power of learning SQL for financeLearn more about Bobby:Bobby Pinero on LinkedInEquals 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: 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