CFO Weekly

In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance.With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth.In this episode, we discuss:The evolution of the CFO role beyond traditional financial operationsHow Teradata implements rotation programs and cross-functional collaboration to develop talentThe impact of AI and analytics on financial decision-makingHow modern CFOs balance traditional responsibilities with expanding strategic dutiesLearn more about Claire:Claire Bramley on LinkedInTeradata 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 following, rating, and reviewing CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change.Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation.In this episode, we discuss:The transformative role of emotional intelligence in effective leadership and strategic decision-makingThe reasons traditional business models are struggling and how organizations can adapt to thriveKey strategies for CFOs to maintain relevance and drive value in an era of digital transformationWhy hiring for attitude and potential is more impactful than focusing solely on technical skillsThe essential elements of building a high-performance, purpose-driven company that fosters growth and innovationLearn more about Rick:Rick Yvanovich on LinkedInTRG International WebsitePJ’s Coffee WebsiteGreat People Inside WebsiteBusiness as Unusual 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 following, rating, and reviewing CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution.As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership.In this episode, we discuss:How the Six Sigma methodologies transform financial operations and process improvementThe unique challenges of financial leadership in law firmsThe importance of authentic leadership and creating a culture where "trying is not a failure"What impact does AI have on financial operationsLearn more about William:William Washington on LinkedInBaker McKenzie WebsiteCollege of Law Practice Management 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 following, rating, and reviewing CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI.Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee.In this episode, we discuss:Why digital transformation should be viewed as a business model transformation rather than just a technology upgradeHow C-suite alignment and CEO commitment are essential for meaningful organizational changeWhat is progressive modernizationThe impact of AI and machine learning on banking's futureLearn more about Alex:Alex Jimenez on LinkedInBackbase WebsiteFinovate 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 following, rating, and reviewing CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025.Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard.In this episode, we discuss:The evolution of the CFO role from traditional financial steward to strategic business partnerWhat are the critical components of modernizing finance functionsHow CFOs can leverage data analytics and storytelling to drive better decision-makingCFO's expanding role in driving company-wide alignment and growthLearn more about Jim:Jim Benson on LinkedInDynatrace 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 following, rating, and reviewing CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech.With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia.In this episode, we discuss:Luigi's journey in the tech and finance sectorsHow understanding the narrative behind the numbers is crucial for effective communication within a companyInsights on transitioning from a variable revenue model to a SaaS modelFundraising strategies for growth-stage companiesLearn more about Luigi:Luigi Testa on LinkedInLinkSquares WebsiteThe F Suite 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 following, rating, and reviewing 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

Keith Causey, SVP of Cloud ERP Transformation at Oracle, shares his expertise in cloud technologies and digital transformation. He reveals how AI is reshaping finance, driving touchless operations, and improving strategic decision-making. Keith discusses balancing AI integration with human oversight and overcoming cultural resistance to cloud adoption. He emphasizes the evolving role of CFOs as change agents and the need for them to lead cultural shifts while enhancing employee engagement. Dive into the exciting future of finance and the trends driven by AI!

In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead.CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy.In this episode, we discuss:The role of storytelling in financeKey financial metrics to prioritize during the budgeting processCommon pitfalls companies face during budgeting and how to overcome themThe integration of data analytics and AI into budgetingLearn more about CJ:CJ Gustafson on LinkedInPartsTech 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 following, rating, and reviewing 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

Aaron Levine, Chief Financial Officer at Prophix, brings extensive experience from high-growth tech companies to the discussion. He sheds light on the evolving role of CFOs, emphasizing the importance of data stewardship in a tech-driven landscape. Tune in as he highlights how advanced tools, like Prophix, transform financial management and enhance collaboration across departments. Aaron also shares insights on the necessary skills for future finance leaders, focusing on analytical thinking and the integration of emerging technologies like AI.

In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations.With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth.In this episode, we discuss:The transformative role of AI in the invoicing and payment collection processHow "connected financial operations" integrate various financial processes to provide a real-time view of cash flowThe role of real-time data in improving cash flow managementWhat the future of invoicing and payment collection will look likeLearn more about Carlos:Carlos Vega on LinkedInTesorio 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 following, rating, and reviewing 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