CFO Weekly

These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization?Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. In this episode, we discuss:- How the role of CFO has evolved over the last two decades- The core of a data-driven organization- How to overcome organizational resistance when applying dataLearn more about Chip and SecureLink:Chip Pate's LinkedInSecureLink'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 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

Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top.April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth.In this episode, we discuss:- What leads to a successful customer experience- The role of culture and leadership in delighting customers- Why a CFO needs to focus on a positive employee experienceLearn more about April and Khoros:April Downing's LinkedInKhoros'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 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

How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your business to an IPO? Many organizations change their business focus to make specific companies and customers happy. As a result, their products become irrelevant to the market. Some don't have the infrastructure and metrics to go public or act at the right moment.To help businesses tackle this problem, we asked today's guest, Tyler Sloat, the Chief Financial Officer at Freshworks, to share his experience and expertise on how organizations can develop easy-to-use products for the masses and how to correctly measure the scale, growth, and efficiency required to go public.In this episode, we discuss:- How Freshworks' products allow customers to engage with their customers and employees- How a company can determine the right timing to go IPO- Why going IPO became a historic event for Freshworks and the software industry- Why organizations going IPO must focus on operational readiness and execution readinessLearn more about Tyler and Freshworks:Tyler Sloat's LinkedInFreshworks' 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

Learn more about Dave and Visibility:Dave Sackett's LinkedInVisibility's Website 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 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

Lear more about Drew and Velodyne Lidar:Drew Hamer's LinkedInVelodyne Lidar'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 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

Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time fixing your automation than you would have otherwise. To help understand what and when you should automate, Max Gray, Vice President of Finance at Bitcoin Depot, joins today’s show. In this episode, we discuss: - The benefits of tableau - When and when not to automate - Dealing with change management For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weekly 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

Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Could you handle the transition?  This week’s guest doesn’t have to imagine. Joel Krutz did just that for a chance to help make the world more sustainable, while still providing value for shareholders, as Chief Financial Officer at Crown Electrokinetics (NASDAQ: CRKN). He joins the show to share the lessons he’s learned from the experience. In this episode, we discuss: - What compelled Joel to make the transition - How an SEC-traded startup requires a CFO who is part engineer, part artist - How Joel thinks about hiring  - The role of empathy plays in success as a startup CFO For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv  https://insights.personiv.com/cfo-weeklyEpisode 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 is one marked by constant evolution.  Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too, in order to meet the shifting demands of each growth stage your company passes through or the complexities of international business.  Success doesn’t come to CFOs who sit still.  Our latest guest proves it: Rick Smith is a CFO experienced in leading high-growth VC- and PE-backed companies with revenues in the $20M-$300M range, who has led multiple companies through successful exits. Rick’s background spans a variety of industries, including SAAS, EdTech, healthcare services, advertising/marketing, and retail.  Having been a Controller, FP&A leader, and CFO, Rick’ expertise spans all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy- and sell-side M&A, financings, capital raising/recapitalizations, and international operations. Additionally, Rick has extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. In this episode, we discuss: - How the CFO role has evolved over time - How a CFO’s role evolves across growth stages - How you need to evolve as a CFO to handle international business For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weeklyEpisode 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

After a brief summer hiatus, CFO Weekly is back!  Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The evolution of the CFO role -Leading a sustainable startup -Automation -Going public For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!  Presented by Personiv https://insights.personiv.com/cfo-weekly 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

Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career. That’s how today’s guest, Zach Howard ended up Chief Financial Officer at ICD Group International. He joins the show today to share the most important steps young professionals should take if they want to travel the same road. In this episode, we discuss: - How technology is shaping the CFO role - The 3 most important steps young professionals should take to become CFO - Why fit and willingness to learn are the most important considerations for hiring in today’s workplace For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weeklyEpisode 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