
CFO Weekly
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.
Latest episodes

May 7, 2024 • 29min
Master Cash Flow Forecasting with Colin Hewitt
Colin Hewitt, CEO of Float Cash Flow Forecasting, discusses the importance of accurate cash flow forecasting for CFOs and small businesses. They explore how scenario planning helps navigate uncertainties, integrating tech for better management, and best practices in uncertain times.

Apr 30, 2024 • 31min
The Power of Systemized Decision-Making with Dhiraj Rajaram
Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution.Dhiraj is the founder of Mu Sigma, where he leads the company's strategic direction. Before starting Mu Sigma, he gained experience at Booz Allen Hamilton and PwC. Dhiraj was listed in Fortune Magazine's "40 under 40" in 2011 and 2013. In 2012, Ernst and Young India honored him with the "Entrepreneur Of The Year India" award in the Services sector. Additionally, in early 2014, CNBC TV18 India Business Leaders Awards presented him with the Young Turk award.In this episode, we discuss:The financial benefits of systemized decision-makingThe art of problem-solvingFinancial planning and optionality through analyticsThe changing role of CFOsAI and machine learning in financeLearn more about Dhiraj:Dhiraj Rajaram on LinkedInMu Sigma 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

Apr 23, 2024 • 39min
High-Performance Finance Leadership with Daniel Welch
Daniel Welch, an executive with a passion for value in consumer-focused businesses, shares strategies for high-performance finance leadership. Topics include scaling high-growth companies, leveraging technology, and building efficiency in finance teams.

Apr 16, 2024 • 52min
Business and Digital Transformation with Steve Hankins
Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation and how they can be effectively implemented, we discuss with Steve Hankins.Steve brings a wealth of experience from an outstanding career across the food and logistics industries, having sharpened his skills in various senior roles, including 21 years at Tyson Foods. Today, he is the CFO at Morgan Foods. Previously, Steve was also CEO of US Bentonite and Accio.US, as well as the Global CFO/CIO for Globe Express Services. His expertise spans business integration, transforming financial operations, financial reporting, and more.In this episode, we discuss:Business and digital transformationThe role of technological innovation in reshaping financial operationsHow to leverage technology for operational efficiencyAutomation and digital transformation for business successLearn more about Steve:Steve Hankins on LinkedInMorgan Foods 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

Apr 9, 2024 • 36min
How Today's CFOs Lead Businesses into the Future with Alex Glueckler
Alex Glueckler, a seasoned CFO, shares insights on the evolving role of CFOs, effective leadership, work-life balance, managing stress, data analysis, and more. He emphasizes the importance of strategic planning, communication, and process enhancement in boosting business efficiency and growth.

Apr 2, 2024 • 35min
Tech-Savvy CFOs with Aneal Vallurupalli
Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have invited Aneal Vallurupalli to share his expertise.Aneal is the CFO at Airbase, a company focused on helping businesses with their spend management needs. He has vast experience in corporate finance, corporate development, operations, and technology mergers and acquisitions. Before joining Airbase, Aneal was the Vice President of Finance and Operations at Mattermost, where he played a key role in significantly increasing the company's enterprise value.In this episode, we discuss:How financial technology drives value and efficiencyThe role of analytics and AI in financeStreamlining accounting processesWhat the role of the modern CFO entailsLearn more about Aneal:Aneal Vallurupalli on LinkedInAirbase WebsiteForbes Finance Council 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

Mar 26, 2024 • 26min
Harnessing the Power of Technology and People with Tom Panther
The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can leverage all these modern tools.Tom is an experienced finance professional with a 25-year track record in the industry, encompassing finance, accounting, and HR roles. Throughout his career, he held leadership titles such as Director of Corporate Finance, Corporate Controller, Chief Accounting Officer, and Head of Total Rewards at companies like FLEETCOR, SunTrust, and EVO Payments.In this episode, we discuss:The impact of technology on the CFO roleHow authentic leadership drives financial successTalent acquisition strategies for CFOsThe future of high-performing CFOsWhat role does AI play in finance?Learn more about Tom:Tom Panther on LinkedInFLEETCOR WebsiteEVO Payments WebsiteSunTrust 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

Mar 19, 2024 • 29min
Growth and Cash Flow Strategies for 2024 with Guido Torrini
CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along with Guido Torrini, CFO of OneTrust.Guido's thirty-year career has consistently been at the forefront of transformative enterprise technology. Starting at Cisco and Dell, he played a key role in developing the hardware and network infrastructure critical for the widespread adoption of computers and devices. As a leader of finance teams at companies such as Groupon and Gympass, he promoted direct online interactions and transactions between businesses and customers.In this episode, we discuss:How to balance growth and profitability in 2024The power of networking for CFOsThe impact of interest rates on financial planningKey traits for today's CFOsCustomer experience and product innovationThe CFO's role in a high-interest rate environmentLearn more about Guido:Guido Torrini on LinkedInOneTrust 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

Mar 12, 2024 • 22min
AI-Driven CFOs and Optimizing Net Cash Flows with Max Dame
Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools and algorithms to enhance their role in optimizing cash flows. Let's speak with Max Dame to learn how to do that.Max is an experienced finance and accounting leader with a strong background in SaaS and marketing technology and expertise in financial planning and analysis, financial reporting, and accounting. Currently, he serves as the Vice President Of Finance And Operations at Tesorio. Before that, Max was the Vice President of Finance at Formation, Director of Finance and Accounting at Kenandy, as well as Director of Finance and Senior Consultant at Meritus.In this episode, we discuss:The role of AI-driven CFOs in net cash flow optimizationWhy CFOs should embrace technology and AIThe three pillars for successfully transforming financial healthCash flow optimization strategies in the current economic landscapeAI's impact on the future of financeLearn more about Max:Max Dame 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 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

Mar 5, 2024 • 30min
Redefining the CFO-Legal Relationship with Eric Bouchard
While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper into this topic today, we have Eric Bouchard.Eric is the Chief Financial Officer at Axiom. He has diverse work experience, starting in 1998 as a Senior at KPMG Audit. Throughout his career, he has held leadership positions at companies such as Bombardier Transportation, Alcan, Bauxite and Alumina, Atrium Innovations, and Nestlé Health Science. Today, he serves as the Chief Financial Officer for Axiom.In this episode, we discuss:The CFO-legal partnershipMaintaining quality in legal supportHow to avoid regulatory issuesIntegrating AI while managing risksLearn more about Eric:Eric Bouchard on LinkedInAxiom 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
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