CFO Weekly

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

Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building, and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey.Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor.In this episode, we discuss:How can you leverage soft skills for career success?Leadership skills finance executives should masterHow do you ensure that you're hiring the right people?Mentoring entrepreneursBuilding relationships to advance your careerLearn more about Wassia:Wassia Kamon on LinkedInACM Chemistries 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

Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig.Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble.In this episode, we discuss:What is FP&A Bootcamp?How to enhance and automate FP&A processesFP&A essential skillsWhat makes a great CFO?How can CFOs ensure they have a seat at the table when big strategy decisions are made?Building trust with cross-functional teamsLearn more about Christian:Christian Wattig on LinkedInFP&A Bootcamp WebsiteFP&A Prep 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

As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader.Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young.In this episode, we discuss:A fresh perspective on FP&AUnderstanding financial transformationThe six key pillars of financial transformationHow can finance play a part in the decision-making process?The benefits of getting a fractional CFO on boardWhat makes a great financial leader?Tactical mistakes CFOs should be aware ofLearn more about Chris:Chris Ortega on LinkedInFresh FP&A'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

Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions.Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon.In this episode, we discuss:Finances for women-owned businessesThe benefits of a fractional CFO for businessesFractional versus full-time CFOsAdvice for small business owners looking for a fractional CFOWomen-owned business challengesInsights into finance leadership in global corporations versus early-stage high-growth companiesLearn more about Kathy:Kathy Svetina on LinkedInNewCastle Finances' 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 CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team.Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies.In this episode, we discuss:How to combine and manage finance, strategy, and leadership rolesHow has the CFO role evolved over time?Transitioning from finance to operations and strategy rolesFinancial leadership in various industriesThe importance of prioritizing cybersecurityManaging a large team to develop a culture for successCash flow and accounting for business growth opportunitiesLearn more about Kapil:Kapil Mehta on LinkedInAllied Digital Services 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