CFO Weekly

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

Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, businesses strive to stay ahead. At the helm, CFOs wield crucial influence, not merely overseeing financial outcomes but actively driving strategic transformations. As guardians of a company's fiscal health, they proactively shape and steer organizations through these dynamic challenges, ensuring resilience and adaptability in the face of change. Aaron Sallade is the Chief Financial Officer at BiggerPockets. He is a seasoned leader with over 15 years of expertise in finance strategy and operations, dedicated to driving value creation. Before joining BiggerPockets, Aaron spearheaded numerous strategic initiatives and pioneered category expansion efforts at Home Advisor. His extensive background includes diverse roles in corporate finance, private equity, and investment banking. Moreover, Aaron is an Army veteran, having served in Bosnia Herzegovina and Afghanistan. Beyond his professional endeavors, he manages a small portfolio of investment properties and cherishes moments with his wife and four kids.In this episode, we discuss:Understanding operations as a CFOPrioritizing revenue over cost-cutting for tangible impactsIdentifying, analyzing, and aligning resources for future strategiesRisk mitigation and financial strategiesLearn more about Aaron:Aaron Sallade on LinkedInBiggerPockets 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

Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered.Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE.In this episode, we discuss:How does GrowthLab help businesses optimize their finances for growth?The importance of learning from mistakesWhat skills are essential in helping finance professionals stand out and advance more quickly within their organizations?How can finance professionals develop soft skills early on?How can you build relationships and win over the trust of leadership?Creating a plan for personal growthLearn more about Stephen:Stephen Newland on LinkedInGrowthLab Finance-as-a-Service 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 hereEpisode 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, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.In this episode, we discuss:What does transforming FP&A look like?What are the four key pillars of FP&A?What's the difference between the FP&A function in small versus large organizations?Why is there a need for FP&A professionals to be entrenched in other business functions' operations?How does technology make finance a seamless part of a company's operations?How can finance leaders promote financial responsibility and accountability cultures?Learn more about Carl:Carl Seidman on LinkedInSeidman Financial’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 how to follow, rate, and review CFO-Weekly are hereEpisode 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 recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a critical role in strategic decision-making, fundraising, ensuring long-term sustainability, and much more. To get a 360-degree view of the evolution of the CFO, we're joined today by Ilana Esterrich.With her extensive 30-year career in operations and finance, Ilana currently excels in her role as the CFO of Planned Parenthood, a trusted healthcare provider. Before that, Ilana served as CFO for the American Coatings Association, Chief Financial and Administrative Officer for the Centre of Strategic and Budgetary Assessments, and President of the American Women’s Club of Thailand.In this episode, we discuss:- The evolving role of the CFO- The subtle differences between modern nonprofit and for-profit CFO roles- How to build effective financial teams- Leveraging AI in accounting and financeLearn more about Ilana:Ilana Esterrich on LinkedInPlanned Parenthood Federation of America 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

Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from those required to win a lottery. To win in business, you must take smart risks while conducting thorough research and proactively managing assets. But let's hear what Isaac Strulowitz has to say about mitigating financial risk.Isaac is a finance professional with over 10 years of experience. He is a Partner and Chief Financial Officer at CoVenture. Prior to this, Isaac worked in Real Estate Finance for The Blackstone Group. His first professional roles were at EY, where he started as an Intern.In this episode, we discuss:- Balancing risk and reward- Smart risk-taking and mitigation- Integrating judgment, experience, and data- Avoiding common mistakes in fast-growing businessesLearn more about Isaac:Isaac Strulowitz on LinkedInCoVenture 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

Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spending time on ineffective tasks. These are known as "time thieves," silently hurting your business productivity. However, according to James Kennedy, "Making Work Visible" can help combat these time thieves. Today, he will be sharing some insights with us.James is a well-versed entrepreneur, currently dedicated to assisting finance teams by providing a wealth of resources, including educational content, podcasts, videos, and specialized software. His entrepreneurial journey includes founding and managing companies like Piehole and Smartnote, building on his earlier experience as a Contract Engineer at Arantech.In this episode, we discuss:- The importance of "Making Work Visible" for enhancing team productivity- How to identify and mitigate "time thieves"- The 15-minute daily stand-up meeting productivity hack- Strategies for harmonizing expectations with realityLearn more about James:- James Kennedy on LinkedIn- ProcurementExpress.com Website- RubberStamp Website- Fighting Blindness Website- Making Work Visible BookEpisode resources:- Personiv's Website- Personiv on LinkedIn- Personiv on Facebook- Personiv on TwitterIf you enjoyed this episode, then please either:- Follow, rate, and review on Apple Podcasts- Follow 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

Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and mitigate these risks is crucial for an organization to navigate the uncertainties and challenges they face. In simple terms, it's all about financial risk management. And today, we have the pleasure of diving into the topic with a special guest, Meg Johnson.Meg is a Financial Services Regulatory Professional with over two decades of experience in bank regulation, risk management, operational strategies, and strategic planning. Currently, she serves as the CFO at Terra State Community College. Before that, Meg was the Executive VP and Deputy Chief Risk Officer at S&T Bank and the VP of Community and Regional Supervision at the Federal Reserve System.In this episode, we discuss:- Strategies for effective financial risk management- How to cultivate a culture of integrity in financial risk management- The role data, analytics, and technology in financial risk managementLearn more about Meg:Meg Johnson, MBA, EdD on LinkedInTerra State Community College 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

Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financial industry, we speak to Soufyan Hamid.Soufyan is an experienced FP&A expert based in Belgium who founded SouFBP to offer specialized support to businesses looking for temporary or independent financial management solutions. Before that, he held the roles of Finance Business Partner at Proximus and Manager at Deloitte Belgium.In this episode, we discuss:The power of financial storytellingWhy financial professionals need to nail storytellingWhat skills do you need to be a good financial storytellerHow to transform financial reality into great storiesDesigning engaging financial presentationsLearn more about Soufyan:Soufyan Hamid on LinkedInSouFPB 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