CFO Weekly

In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way.Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year.In this episode, we discuss:What it takes to become an effective CFOHow organizations can better support emerging female leadersWhat unique perspectives do younger female CFOs bring to financial leadershipHow to master work-life balanceLearn more about Niki:Niki Heim on LinkedInLogicSource 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, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of remote work, and the future of work.Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier.In this episode, we discuss:2024 workforce trends CFOs can't ignoreHow CFOs can simplify international hiring with easeAttracting and retaining Gen Z in the workplaceThe role of DEI in attracting Gen Z and driving profitabilityLearn more about Sagar:Sagar Khatri on LinkedInMultiplier 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, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic.Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI.In this episode, we discuss:How rebranding transformed Susan's approach to business and lifeBuilding a community centered around the concept of calmHow to become a better financial advisorThe importance of staying calm in business decision-makingThe CALMER framework for business successLearn more about Susan:Susan Boles on LinkedInBeyond Margins WebsiteBeyond Margins PodcastEpisode 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, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI.Melissa is a finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show.In this episode, we discuss:Why technology isn’t always the answer to solving your problemsHow to choose scalable tools for your growing businessThe role of AI in shaping the future of financeLearn more about Melissa:Melissa Howatson on LinkedInVena Solutions WebsiteThe CFO Show PodcastEpisode 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, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also shares his insights on the evolving role of CFOs in healthcare.David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan.In this episode, we discuss:How healthcare organizations can save money by optimizing non-clinical spendingWhy non-clinical spend management is critical for the financial health and sustainability of your healthcare systemThe importance of breaking healthcare silos to leverage non-clinical spendingHow to effectively manage change in healthcare spendingLearn more about David:David Kirshner on LinkedInJanus Health WebsiteLogicSource WebsiteWaterstone Properties Group 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, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead.Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB.In this episode, we discuss:The evolving role of finance leadersKey strategies for team success in fast-paced environmentsHow finance professionals drive market expansion and revenue growthChallenges and opportunities for finance leaders in consumer goodsLearn more about Gabriel:Gabriel Teixeira on LinkedInDiageo’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 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, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe.Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.In this episode, we discuss:US GAAP vs. IFRSHow to prepare for an IPOThe role of fractional chief accounting officers in accounting conversion projectsThe future of cross-border accountingLearn more about Katrina:Katrina Nacci’s WebsiteKatrina Nacci on LinkedInEpisode 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

Ben Cutting, a seasoned CFO, discusses the evolving role of CFOs as Chief Storytellers with practical examples from his career. Topics include transparent financial storytelling, inspiring confidence in partners, and managing tough decisions during restructuring. Emphasis on effective communication, crafting narratives, and navigating growth in an organization.

Siqi Chen, CEO of Runway, discusses the role of AI in simplifying financial analysis, revolutionizing the CFO's role, and democratizing decision-making in finance. Topics include AI adoption challenges, cybersecurity, market trend identification, and the importance of collaboration within the finance team.

Vandana Agarwal, a seasoned finance analyst, discusses global financial challenges, women in finance, and the impact of technology. Topics include staying updated on regulations, similarities in financial practices among multinational companies, and the role of AI. Vandana also shares insights on her career journey from Deloitte internship to finance roles, navigating a career as a woman in finance, and strategies for embracing AI technology in the financial environment.