CFO Weekly

The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining traction in the startup space, where CFOs, especially those with cross-functional exposure, are at the CEOs right-hand. They are skilled at funding the company vision while driving fiscal prudence in a landscape of business volatility. Misha is the CFO and Board Director at Strive, a SaaS startup in the sports and fitness space. He has been instrumental in building and guiding the team at Strive. Misha followed his passion for health and fitness when he moved to Strive from his role as COO at Union Square Park Capital Management. He is a qualified CFA with a bachelor's degree in Finance and Investment from Baruch College. In this episode, we discuss the following:-Follow your passion - pivoting from a large investment fund to a SaaS startup-Funding strategies for startups-CFO role evolution - CFO and COO can be two faces of the same coin-Building high-performing teams -Challenges for 2023Learn More about Misha:Misha on LinkedInStrive'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

As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that can't adapt lose both money and their best people, and without good people, businesses fail. Brian Radin proposes a clever solution for you to innovate, keep pace with the change, and retain your best talent. It might not sound that juicy, but it focuses on your payroll.Brian is the President of Comdata Prepaid/Payroll at FLEETCOR. In his career, he has proven success with market leaders and startups across software, business services, human capital management, and finance. Brian has been recognized for identifying and securing key partners and sales channels, raising capital, building strategic C-level relationships with the investment community, and developing highly-engaged leadership teams that have increased revenue, profitability, and customer satisfaction. He is also a Board Observer at Instant Financial and Advisor at Runway Venture Partners.In this episode, we discuss:How can you innovate your payroll process?What is a pay card and how is it more financially inclusive?How does on-demand payroll work?How might on-demand pay help you attract and retain talent?Learn more about Brian:Brian Radin on LinkedInFLEETCOR'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

Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us.Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models.In this episode, we discuss:Empowering nurse practitionersWhat is a risk-bearing provider?The four roles of a healthcare CFOWhat healthcare CFOs should focus onValue-based versus traditional careLearn more about Mike:Mike Grover on LinkedInGreater Good Health 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

An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.In this episode, we discuss:The first-ever marketing and sales consulting firm for accounting professionalsHow DreamFirms help accounting firms build their dream businessesTraditional versus modern marketing methodsHow to ensure the timing is right for your marketing strategyWhat good content looks like in the accounting spaceLearn more about Tyler:Tyler Clark on LinkedInDreamFirms 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

How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently.David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient.In this episode, we discuss:What is LogicSourceHow organizations can buy betterReinventing sourcing and procurementThe advantage of doing sourcing and procurement wellHow companies can buy better in 2022The value of indirect procurement to a CEO and CFOMisconceptions about procurementLearn more about David:David Pennino on LinkedInLogicSource's WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to tell the company’s story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf.As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement.In this episode, we discuss:How can CFOs manage high-growing organizations?What is the key to being able to tell a company story in a compelling way to investors in the broader market?How can CFOs ensure a successful acquisition integration?How can you maintain the entrepreneurial spirit while still managing risks?What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely?Learn more about Matt:Matt Wolf on LinkedInChartHop's WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today.In this episode, we discuss:Maintaining a company's culture remotelyGrowing profits through returnsThe role of a modern CFOLearn more about Valerie:Valerie Bauer Gore on LinkedInLoop's WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space.In this episode, we discuss:Government CFO responsibilities and challengesWhat makes the government CFO role uniqueWhy is ESG important for a CFO?Learn more about Hughey:Hughey Newsome on LinkedInWayne County Michigan 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

If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that.In this episode, we discuss:What makes a successful IPONavigating through macroeconomic stormsThe importance of unifying systemsWhat an effective finance team looks likeLearn more about Tony and Coupa Software:Tony Tiscornia on LinkedInCoupa Software 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

As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies.In this episode, we discuss:What factors make a business grow fast?What is the key to managing fast-growing companies successfully?Why should CFOs build cross-functional partnerships with all business teams?How to establish and manage the right processes in a high-growing company?What are the main functions of finance?Learn more about Chad and Salesloft:Chad Gold on LinkedInSalesloft's WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so