CFO Weekly

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

Luigi Testa, CFO at LinkSquares and 2023 CFO of the Year honoree, shares insights on integrating finance into business operations for better outcomes. He emphasizes the importance of storytelling in finance communication and building strong team relationships. Discussing AI's impact, Luigi explains how it can streamline processes while stressing the need for a balance between growth and efficiency. He also highlights the value of data in decision-making and the role of finance as a crucial support for all company functions.

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

No profits, no growth. It's a business reality applicable to all companies. Without profits, there is no way to invest in innovation and operations expansion, or attract top talent. In this episode of CFO Weekly, Manny Skevofilax joins Megan Weis to share how to maximize profitability while growing your business.Manny is the Principal at PORTAL CFO Consulting. His role is to serve business owners as their navigators to business growth and making more money. Along the journey, Manny helps clients gain a better understanding of their business's financial health so they can make more informed business decisions.In this episode, we discuss:Strategies for maximizing profitabilityOvercoming the challenges of business growthBuilding efficiency in business operationsThe role of financial disciplineLearn more about Manny:Manny Skevofilax on LinkedInPORTAL CFO Consulting 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

An IPO is not just a financial milestone in the business growth, but a transformative journey demanding a complete, data-driven, and strategic reorientation of the entire business. A CFO plays a key role in the IPO process. To learn more about it, we discussed it with Jayson Noland.Jayson Noland is CFO at HackerOne, a company empowering the world to build a safer internet. He is also an Advisory Council Member at Forgepoint Capital. Previously, Jayson worked at Cloudflare as VP of Strategic Finance, Treasury, and Investor Relations.In this episode, we discuss:IPO readiness strategiesData-driven decision-making in IPO planningSteps to transform your business for the stock marketHow to effectively manage capital market engagementLearn more about Jayson:Jayson Noland on LinkedInHackerOne WebsiteForgepoint Capital 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

In this discussion, Aaron Sallade, CFO of BiggerPockets and an Army veteran, shares insights about navigating the complex financial landscape. He emphasizes prioritizing revenue over cost-cutting for real impact, outlining strategies like pricing and partnerships. Aaron discusses the importance of understanding operations through collaboration and scenario planning, alongside effective risk mitigation through cyber investment. He highlights the need for a balanced outlook in financial forecasting and the value of small-scale tests to achieve organizational buy-in.