

CFO Weekly
Personiv
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters.
CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.
CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.
Episodes
Mentioned books

Aug 23, 2022 • 33min
Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg
Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence?In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A.In this episode, we discuss:What does business partnering mean?How to overcome business partnering challenges?Increasing your business partnering influenceFP&A automationHow can businesses better structure their FP&A to achieve its full potential?Learn more about Anders and Business Partnering Institute:Anders Liu-Lindberg on LinkedInAnders Liu-Lindberg on TwitterAnders Liu-Lindberg on InstagramBusiness Partnering Institute LinkedInBusiness Partnering Institute WebsiteCreate Value As a Business Partner 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

Aug 16, 2022 • 38min
Guiding and Growing CFO Talent w/ Jack McCullough
Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you.Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book.In this episode, we discuss:What is the CFO leadership councilThe portrait of a modern CFO“Secrets of Rockstar CFOs”“The Psychopathic CEO: An Executive Survival Guide”Learn more about Jack and CFO Leadership Council:Jack McCullough on LinkedInCFO Leadership Council's WebsiteSecrets of Rockstar CFOs BookThe Psychopathic CEO: An Executive Survival Guide 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

Aug 9, 2022 • 50min
Driving Business Growth Through Disruptive CFO Leadership w/ Melissa Hurrington
When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington, believes in the power of servant leadership, which is about working for the people.Melissa is the Chief Financial Officer and VP of Operations at Premier Claims. In this episode, she talks about financial leadership, getting winners in your team, and the secrets behind growing a business at a great rate.In this episode, we discuss:Why should CFOs learn operations?The power of servant leadership in financeHow to grow your business at a great rateHow to get winners onboardLearn more about Melissa and Premier Claims:Melissa Hurrington on LinkedInPremier Claims 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

Aug 2, 2022 • 37min
Why Strong Financial Teams Begin With a Strong CFO Leader w/ Adnan Mughal
The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses, and they have to care about all the internal teams and customers. That is a challenging task, considering CFOs were taught they should focus only on finance. So how can you become a super CFO with a fantastic team?In this episode of the CFO Weekly podcast, Adnan Mughal, the Chief Financial Officer at Cherry Coatings, joins us to discuss how to find and retain top talent to build a strong financial team and why CFOs should focus primarily on people instead of just numbers.In this episode, we discuss:Finding and retaining the right peopleHow can CFOs familiarize themselves with operationsWhy CFOs need to put people firstLearn more about Adnan Mughal and Cherry Coatings:Adnan Mughal on LinkedInCherry Coatings 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 SpotifyEpisode 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

Jul 27, 2022 • 35min
Financing Justice and Building High-Performing Financial Teams w/ Ken Brause
What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause.Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank.In this episode, we discuss:Legal financingWhat makes a successful CFO?How can CFOs build high-performing financial teams?Learn more about Ken Brause and Burford Capital:Ken Brause on LinkedInBurford Capital 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 SpotifyEpisode 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

Jul 19, 2022 • 44min
Becoming a SaaS Guru w/ Anthony Nitsos
Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems for Founders and CEOs of SaaS Start-Ups in the Post Revenue, Pre-Seed to Pre-B phases of the investment. Previously, he served as the Chief Operating Officer/Chief Financial Officer at SkySync, the Chief Operating Officer/Chief Financial Officer at LLamasoft, and the Senior Director of Finance and Accounting at Duo Security.Besides SaaS Gurus, Anthony is also a Partner at Ascendeus. In this episode, he shares his experience helping SaaS companies scale quickly and set themselves up for success.In this episode, we discuss:- Managing ERP implementation- About Saas Gurus- The science behind rapid scalingLearn more about Anthony and SaaS Gurus:Anthony Nitsos on LinkedInSaaS Gurus 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 SpotifyEpisode 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

Jul 12, 2022 • 23min
Mastering Financial Planning and Analysis w/ Paul Barnhurst
FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst, Founder of The FP&A Guy, will share his top secrets and insights on becoming an FP&A specialist.Paul is a finance professional with twelve-plus years of finance and FP&A experience. He possesses a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. His experience includes the US government travel services, finance automotive, cyber security, eCommerce, and more.In this episode, we discuss:- FP&A role and value- The FP&A Guy- FP&A tools and techsLearn more about Paul and FP&A Today:Paul Barnhurst on LinkedInFP&A Today 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 SpotifyEpisode 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

Jul 5, 2022 • 42min
The Science Behind Thriving Financial Leadership w/ Grant Fitz
Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in leadership.Grant brings nearly thirty years of experience overseeing accounting, business support, and financial planning and analysis in the print marketing, tech, and automotive fields at companies such as Valassis, Xerox, Nexteer Automotive, and General Motors.In July 2019, Siris Capital purchased EFI, and Fitz was brought in to significantly improve its financial performance and prepare the company for an exit strategy in the future.Grant oversees the financial and information technology operations for EFI and supports the development of sound business strategies, strong internal controls, financial discipline, and integrity.In this episode, we discuss:- Shaping the personal leadership style- Transitioning from public to private sector- What should CFOs consider when launching a new product?- Tips and advice for CFO newbiesLearn more about Grant and EFI:Grant Fitz on LinkedInEFI 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 SpotifyEpisode 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

Jun 28, 2022 • 37min
Empowering FP&A Teams Into Advisory and Strategic Roles w/ Thomas Kyei-Boateng
In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning finance and strategy and helping business leaders make better decisions.In his CFO role at ISACA, Thomas Kyei-Boateng leads all aspects of financial strategy, financial operations, finance transformation, and enterprise risk management. He also oversees the investment of ISACA's assets to create value for members and make the world realize the positive potential of technology.Before joining ISACA, Thomas held various financial roles at multiple organizations, including the Senior Director of Strategic Finance at The College Board and the Senior Manager of Corporate Finance at PwC. In this episode, we discuss:- Leveraging your cyber security strategy - Aligning finances with strategy- Accelerating business growth- How to become a CFO?Learn more about Thomas and ISACA:Thomas Kyei-Boateng on LinkedInISACA 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 SpotifyEpisode 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

Jun 21, 2022 • 36min
Paving the Road to Become a World-Class CFO w/ Steve Rosvold
What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty-plus years of experience in corporate finance, Steve understands innovative and responsible financial leadership is critical for success in any business today.He spent a good share of his career in various CFO and other leadership roles and founded CFO.University to help finance heads stay innovative while exposing aspiring finance leaders to career-changing professional development. The virtual on-demand platform is built around the four pillars of CFO success, accounting, finance, treasury, and leadership.Steve also operates KRM business solutions, an advisory practice that equips companies and their finance teams with the knowledge processes, systems, and tools they need for success.In this episode, we discuss:- Upgrading your financial skills and career- What do the next generation CFOs look like?- CFO.University self-assessment toolLearn more about Steve and CFO.University:Steve Rosvold on LinkedInCFO.University 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 SpotifyEpisode 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