CFO Weekly

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

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

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

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

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

Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new title - the Chief Future Officer. To understand the various aspects of this evolving role and discuss how CFOs are adapting to meet the challenges of the future, we discuss with Joy Mbanugo.As ServiceRocket's CFO, Joy oversees the Finance, Accounting, Procurement, and Workforce Planning teams. With more than 20 years of experience in audit, tax, business operations, financial services, and financial planning and analysis across different industries, she brings a wealth of knowledge to her role. Before ServiceRocket, Joy spent five years at Google, where she assessed Google Cloud Partnerships and Solutions, managed Alphabet's financial data, and optimized the cash management for assets exceeding $100 billion.In this episode, we discuss:The evolving role of the CFOUpskilling employees for growthFrom Chief Financial to Future OfficerCollaboration and team building for CFOsEmpowering women in the workplaceLearn more about Joy:Joy Mbanugo’s WebsiteJoy Mbanugo on LinkedInJoy Mbanugo on MediumServiceRocket Website1809 Capital WebsiteHow Women Invest 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

The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share.Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024.In this episode, we discuss:Challenges and opportunities in modern financeBlockchain and the evolution of financial institutionsBalance sheets and digital assetsThe impact of decentralized finance on traditional banksSecurity and stability of financial digital assetsLearn more about Emmanuel:Emmanuel Daniel’s WebsiteEmmanuel Daniel on LinkedInEmmanuel Daniel on FacebookEmmanuel Daniel on TwitterEmmanuel Daniel on InstagramEmmanuel Daniel on YouTubeTAB Global WebsiteThe Great Transition BookWealth and Society WebsiteThe Asian Banker 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

Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission to change that.Danielle helps business owners earn their deserved income and increase their profits annually by helping them understand their finances and the reasons behind their fluctuations. With over ten years of experience in corporate finance and accounting from her time at LINN Energy/Riviera Resources, UHY Advisors, and Devon Energy, she offers small businesses tailored financial guidance that aligns with their budget and requirements.In this episode, we discuss:Strategies for improving operational profitThe role of CFOs in small business successHow small businesses can benefit from thinking like the big onesThe value of non-revenue-generating roles for scaling your businessLearn more about Danielle:Danielle Hendon on LinkedIn4 Corners CFO 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

Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mitigate risk, and drive growth. And that's what Luigi Testa talks about in today's episode.Luigi is an accomplished finance and strategy professional with a vast background in venture capital and SaaS industries. He is the Chief Financial Officer at LinkSquares and a Founding Member of The F Suite, an exclusive, invitation-only community for CFOs. Previously, Luigi worked at Building Engines. His performance and leadership were recognized when he was named among the Boston Business Journal's 2023 CFO of the Year.In this episode, we discuss:How integrating finance elevates business operationsThe AI impact on financeLeadership and relationship building in financeHow to strike a balance between growth and efficiencyStorytelling in finance communicationLearn 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 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

The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recent rate increases from the Fed and the recurring threat of a US government shutdown.With over two decades of expertise in finance, Ali serves as the CFO of The PAC Group, where he oversees the financial integrity and system accuracy for the company's $65 million global consulting and engineering management operations. Throughout his career, Ali has worked for companies like Logix Federal Credit, JPMorgan Chase, and Washington Mutual Bank.In this episode, we discuss:The impact of Federal Reserve rate increasesPotential ramifications of a US government shutdownChallenges and opportunities for financial leaders in today's economyCFO strategies for turbulent timesThe future of the US dollar as the reserve currencyLearn more about Ali:Ali Firoozi on LinkedInThe PAC 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 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