CFO Weekly

Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the landscape of finance and accounting transforms, CFOs need to cultivate resilient teams adept at navigating uncertainties and spearheading strategic expansion. And today, Gaurav Gupta educates us on precisely this subject.Gaurav is an outstanding change leadership consultant, acclaimed author, and dedicated researcher. Serving as the Managing Director at Kotter International, he seamlessly integrates his vast global expertise in strategy execution with the latest insights from the evolving science of change. In collaboration with John Kotter, Gaurav co-authored Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times. Besides his prolific career at Kotter, Gaurav is a co-founder of Ka Partners and holds the position of CEO at US Medic to Medic.In this episode, we discuss:Building agile finance departments:How CFOs can adapt in uncertain timesDriving change in finance and accountingHow to foster agility and adaptability in organizationsThe science behind creating change-capable organizationsLearn more about Gaurav:Gaurav Gupta on LinkedInKotter WebsiteKa Partners WebsiteMedic to Medic WebsiteChange: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times 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 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

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 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 leadershipThe strategic path to CFO successHow a CFO should evaluate and leverage risks and opportunitiesThe CFO role in a large public organization versus smaller, non-public companiesAI and Modern FinanceLearn more about Beatty:Beatty D'Alessandro on LinkedInGeorgia State University WebsiteUnivar WebsiteMcCracken 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

The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal management. True financial leadership involves strategic foresight and the growth of a passionate team ethos. Who else better to talk to us about building competitive teams and executing formidable financial strategies than Adam Ante.Adam has over eighteen years of expertise in the SaaS HCM and payments sectors, having served in high-growth public and private equity entities. He is the CFO of Paycor, a cutting-edge human capital management platform that revolutionizes aspects of people management — from recruitment and onboarding to payroll, career advancement, and retention.In this episode, we discuss:The state of today's economic environmentManaging financial risksHow to build better finance teamsUnderstanding business operationsEvolving strategies to keep businesses competitiveLearn more about Adam:Adam Ante on LinkedInPaycor’s 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

Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informed decision-making and improve overall financial performance. As a CFO with years of experience in the finance industry, Anna King can vouch for the transformative power of data and analytics.Anna brings more than a decade of expertise in data and analytics to drive financial precision and spearhead strategic projects. At Mesh Payments, she leverages this depth of experience to empower finance teams with real-time insights into their expenses. Before joining Mesh, Anna held CFO positions at EverC, Joyance Partners, Social Starts, and Transactis.In this episode, we discuss:The power of finance automationDriving financial control with data and analyticsHow to become a data-driven organizationThe potential of business intelligenceCrafting a streamlined real-time data strategyLearn more about Anna:Anna King on LinkedInMesh Payments’ 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

The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must now juggle operational efficiency, business strategy, and the satisfaction of customers and employees. Achieving this balance is key to overall success. To help us with that, we turn to the expertise of Derrek Gafford.Derrek has served as the Executive Vice President and Chief Financial Officer of Trueblue since 2006, where he is responsible for the company's strategy, corporate finance, FP&A, accounting, order-to-cash, risk management, and internal audit functions. Before joining Trueblue, Derrek was the CFO of Metropolitan Market and held various management positions with Deloitte & Touche LLP and Albertsons.In this episode, we discuss:Employment trends and financial measurementAligning finance and HR metricsCustomer satisfaction as a critical financial metricDriving growth through acquisitions and digital transformationLearn more about Derrek:Derrek Gafford on LinkedInTrueblue’s 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

Winning in finance goes beyond getting your numbers right. Businesses have to understand the value of developing and planning for the succession of finance team members. Given the finance department's essential role in strategic decision-making and maintaining financial stability, it's important to cultivate talent within the organization to ensure a smooth transition when key personnel leave or retire. To delve into the significance of talent development, succession planning, and bench strength in finance, we discuss with Leonard Hicks.With over twenty years of experience in business operations and financial management, Leonard has an impressive track record of leading large-scale growth and transformation at Lockheed Martin. He currently serves as the CFO of Abt Associates and is a valuable member of the executive management team. Leonard's expertise as a proven entrepreneur brings best-in-class leadership and collaborative problem-solving skills.In this episode, we discuss:Developing Future finance leadersBuilding bench strength in financeTalent development and succession planningDriving sustainable growthThe role of innovation in finance teamsLearn more about Leonard:Leonard Hicks on LinkedInAbt Associates 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

Gender diversity and inclusion have become increasingly important in various industries recently. However, the finance sector has traditionally lacked gender diversity, with women being significantly underrepresented in leadership positions. Developing and empowering female leaders in finance is not only a matter of equality but is also crucial for the industry's strategic growth. So today, Sayle Hutchison, Chief Financial Officer at 15five, joins us to discuss the importance of diversity in the workplace and the need to cultivate the next generation of female finance leaders.Sayle is an accomplished operations and finance executive with over twenty years of experience in the international high-tech industry. She has a demonstrated track record of implementing operational changes, improving efficiency, and driving growth. In the past, she has held various leadership positions, including Vice President of Finance at ExtraHop, Outreach.io, and Avvo, as well as Director of Finance at Microsoft.In this episode, we discuss:The significance of diversity in the workplaceEmpowering women in financeDeveloping the next generation of female finance leadersHeart-centered leadershipLearn more about Sayle:Sayle Hutchison on LinkedIn15five 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

CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to CFOs to sort through and translate it into insights for their companies. But even as data and tech take the front seat, CFOs can't overlook the human side of their role. They need to manage emotions, build strong relationships, and encourage fresh thinking. To shed more light on this topic today, we have Mark McCaffrey, CFO at GoDaddy.Mark has more than two decades of experience at PwC, where he held diverse roles within the Technology, Media, and Telecommunications sectors. Throughout his career, Mark has been dedicated to serving clients primarily in the technology and media sectors, with a particular emphasis on helping organizations enhance their digital capabilities. Mark also holds the prestigious position of President Of The Board Of Directors at Kristi Yamaguchi's Always Dream Foundation.In this episode, we discuss:How can finance leaders balance data and gut feeling effectively?Why are digital assurance and transparency important to a CFO?How can CFOs foster an environment of experimentation?What does it take to approach finance to operations?Learn more about Mark:Mark McCaffrey on LinkedInGoDaddy WebsiteKristi Yamaguchi's Always Dream 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

With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. However, many e-commerce businesses overlook a critical aspect of their operations: cash flow management, which is crucial for the long-term sustainability and success of any business. To shed light on this topic, we are joined by expert Matt Putra.Matt is an accomplished Fractional CFO specializing in eCommerce companies and agencies. With an impressive portfolio that includes Eightx, Tru Earth, The Turmeric, Lusomé, and BiBADO, he has consistently provided priceless financial expertise to help these businesses prosper. In addition to his role as a Fractional CFO, Matt is also a Co-Owner and holds the positions of CFO and COO at Keep Nature Wild.In this episode, we discuss:Optimizing your cash flowEffective financing strategies for e-commerce brandsBalancing cash reserves and growth investmentsCommon mistakes and best practices for managing your cash flowKey metrics for e-commerce cash flow managementCreating realistic and accurate forecastingLearn more about Matt:Matt Putra on LinkedInMatt Putra on InstagramEightx WebsiteTru Earth WebsiteThe Turmeric WebsiteLusomé WebsiteBiBADO WebsiteKeep Nature Wild 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

Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly.Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade.In this episode, we discuss:The importance of financial empowerment among college studentsHow can college students build pathways to meaningful careers?Making informed financial choicesWhat resources can students use to further develop their personal financial planning skills outside the classroom?Learn more about Stephen:Stephen Heath’s WebsiteStephen Heath on LinkedInStephen Heath’s BookCollege of San Mateo 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