CFO Weekly

The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna.As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success.In this episode, we discuss:Qualities of successful CFOsBarriers to women achieving CFO rolesClosing the gender pay gapEmpowering women in corporate leadershipThe importance of networking and investing in yourselfLearn more about Jenna:Jenna Fisher on LinkedInRussell Reynolds Associates WebsiteTo the Top 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

Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhelming for some CFOs. But not for Janice Stucke, who joins the show to exemplify how to lead your organization to successful financial transformation.Janice is currently the Chief Financial Officer at Achieving the Dream, which leads America’s largest network of community colleges working to become strong engines of student and community growth. Some of her previous roles include Director of Finance and Business Analysis at SHRM, Controller at CertaTech Solutions, and Lead Accountant at CFO Services Group.In this episode, we discuss:Janice's career pivot from refuge programs to CFOKey considerations for CFOs in planning digital transformationDesigning a successful financial transformation strategyBalancing short-term with long-term financial goals when leading a transformation projectThe role of data and analytics in financial transformationLearn more about Janice:Janice Stucke on LinkedInAchieving the 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

In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology to align with their values and ethical principles, businesses can not only create a positive impact on society but also enhance their bottom line. And Michael Tannenbaum will help us uncover the full potential of investing in value-driven finance technology.Michael is the Chief Operating Officer at Brex, a unified finance platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay. He began his career in investment banking and private equity before joining SoFi as its 75th employee. Michael then left SoFi to join Brex as its first employee in 2017.In this episode, we discuss:The value of finance technologyThe evolving role of CFOs in the digital ageEthical and social responsibility in finance techThe future of finance techNetworking and mentorship for aspiring CFOsLearn more about Michael:Michael Tannenbaum on LinkedInBrex 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

Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an efficient way to match transactions and payments between different banks, payment providers, ERPs, and invoice solutions. So, he built one himself.Tal is the Co-Founder and currently the CEO of Ledge, a command center for payments built for finance teams operating at scale. Before starting Ledge, he held various leading roles at companies such as Melio, Pine Capital, Facebook, Boston Consulting Group, and Intel Corporation.In this episode, we discuss:Taming the payment chaosAutomating financial infrastructure with LedgeDigitizing finance teamsMulti-bank treasury management solutionsLearn more about Tal:Tal Kirschenbaum on LinkedInLedge 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

Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online investing, and more. It has transformed the finance and investment space, improving efficiency while challenging traditional business models. But more on the topic will be shared today by Fraser Armstrong-Watters.Fraser is the Chief Financial Officer of The Palisades Group, an alternative asset manager in the global residential credit markets that has managed more than twenty-one billion in loans and real estate. His role involves partnering with CEOs to determine their company's corporate and financial goals, objectives, and timelines. Fraser is also on the Advisory Board at The CFO Leadership Council and Texas McCombs School of Business and is a mentor at Techstars.In this episode, we discuss:How can CFOs balance risk-taking with risk mitigation?How has technology changed how the Palisades Group approaches finance and investment management?What opportunities has technology created for the finance and investment space?What is the importance of digital assurance and transparency in the finance industry?Learn more about Fraser:Fraser Armstrong-Watters on LinkedInPalisades Group WebsiteThe CFO Leadership Council WebsiteTexas McCombs School of Business WebsiteTechstars 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

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