CFO Weekly

Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices.Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading.In this episode, we discuss:How does Bookkeep help businesses automate their accounting function?Revolutionizing the accounting industryThe benefits of automation for small business ownersHow does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states?Overcoming accounting and sales tax compliance mistakesLearn more about Jason:Jason Richelson on LinkedInBookkeep 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

Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procurement process, as it accounts for a significant share of your company's overall spending. Though it sounds simple, managing indirect spend and procurement processes is challenging. That is why we asked for help from Matthew Smith, Executive Vice President and CFO of Fine Tune.Matt has over twenty years of extensive executive experience outside of Fine Tune as CFO of Soteria Imaging Services, Executive Vice President and CFO at Cobalt Ventures & Blue, and Executive Vice President at indiGO Auto Group. During those years, Matt was instrumental in helping these companies grow from promising startups to successful businesses.In this episode, we discuss:Why should CFOs care about the "good contract bad deal" phenomenon?How do collaboration and communication between procurement, finance, and other departments play a role in achieving true expense management?What role do software, data, and analytics play in decision-making and optimizing procurement processes?What does the future of procurement look like?Learn more about Matthew:Matthew Smith on LinkedInFine Tune 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 only constant thing is change" is a familiar adage, and the pandemic has exemplified this statement. Businesses worldwide have faced devastating impacts due to the pandemic, leading many companies to make significant operational changes to survive. However, even now, many businesses continue to struggle to remain afloat. As we transition into a post-COVID world, you should explore ways to enhance efficiency and maintain competitiveness. To help us in this pursuit, we discussed with Anupam Satyasheel, the Founder and CEO of Occams Advisory.Anupam has twenty years of international experience in entrepreneurship, financial and risk management, M&As, due diligence, operational efficiency, and creating and implementing strategic structures and roadmaps. Besides Occams Advisory, he is also the Co-Founder of Child Literacy, EquiPay, and eCheck.Money and the Head Of Operations at Vitruvia Consulting Corporation.In this episode, we discuss:Redefining advisory services for SMBs\Why do most clients of Occams Advisory under the billion dollars mark?What is the difference between owner-operated versus professional management companies?Staying on top of industry trends and developmentsHow will the finance world change ten to fifteen years from now?Learn more about Anupam:Anupam Satyasheel on LinkedInOccams Advisory 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 hereEpisode 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

Finance leaders often face a unique set of challenges when it comes to managing risk and making informed financial decisions in high-growth businesses. With the potential for rapid expansion, they must be able to identify the winning strategies to maximize their chances of success. To learn the art of effective risk management and informed financial decisions, we invited Emil Vasilev.Emil is the VP of Finance at Hero, a digital in-home healthcare company that helps members manage their daily medication needs. Prior to that, he held several financial roles at companies such as Total Brain, Ride.com, Corsair, and Barclays Capital. Emil also sits on the board of SKY Schools USA and is a meditation instructor for The Art of Living.In this episode, we discuss:How can finance professionals effectively manage risks and make informed decisions?Balancing the necessary risk in a startup environment with the controls finance needs to succeedWhat is the role of self-reflection and continuous improvement in achieving peak finance performance?How can you adapt and evolve strategies as your company grows to stay relevant?Fostering a culture of transparency, accountability, and collaboration within your teamEnsuring the company has the right resources and personnel to effectively manage financeLearn more about Emil:Emil Vasilev on LinkedInHero 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 hereEpisode 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 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 hereEpisode 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, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.In this episode, we discuss:What does transforming FP&A look like?What are the four key pillars of FP&A?What's the difference between the FP&A function in small versus large organizations?Why is there a need for FP&A professionals to be entrenched in other business functions' operations?How does technology make finance a seamless part of a company's operations?How can finance leaders promote financial responsibility and accountability cultures?Learn more about Carl:Carl Seidman on LinkedInSeidman Financial’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 hereEpisode 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

If you've been following CFO Weekly for some time, you've probably noticed that some of the most popular words we encounter during our conversations are: change, adaptability, and agility. That's the new reality of finance, and the most successful finance professionals are the ones who can adapt to an ever-changing business world. And to help you thrive in this new reality, we speak to the best finance leaders, like Heidi Crane.Heidi has extensive experience in financial planning, strategy, and fundraising; she has over fifteen years of experience in various consumer product companies in beauty, fashion, travel, and fitness. Currently, she serves as the CFO at FightCamp, a fast-growing connected fitness company delivering at-home boxing fitness. Before FightCamp, Heidi held several financial roles at companies like BH Cosmetics, Surf Air, TechStyle Fashion Group, Leiner Health Products, 99 Cents Only Stores, Netsmart, and Diageo.In this episode, we discuss:What is FightCamp?Investing for immediate return and cash flow managementSimilarities and differences in the role of a finance leader across various industriesHow can modern CFOs thrive in an ever-changing marketplace?Working in entrepreneurial startups versus large corporationsHow can CFOs create successful company cultures?Learn more about Heidi:Heidi Crane on LinkedInFightCamp'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 hereEpisode 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

Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin.Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink.In this episode, we discuss:The CFO versus VP of FP&A roleTech-enabled services for mental healthNavigating turbulent times as a finance professionalThe role of a modern CFOHow does the CFO role contribute to a company's culture and values?How can CFOs ensure that they contribute to defining a company's strategy?Learn more about Zac:Zac Makin on LinkedIneLuma 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 hereEpisode 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 role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are.Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant.In this episode, we discuss:Relationship building and perseverance for career pivotsThe FP&A platform for continuous planningThe role of technology for CFOsWhat makes a great CFO?What makes a good independent director?Learn more about Dan:Dan Fletcher on LinkedInPlanful 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 hereEpisode 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

There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry.Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC.In this episode, we discuss:Construction and financeWhat should first-time CFOs focus on when taking the role?CFO versus Senior Director of FinanceSupporting SMBsThe CFO role in the construction industryLearn more about Samantha:Samantha Cook on LinkedInBrinkmann Constructors' 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 hereEpisode 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