CFO Weekly
Personiv
300 episodes
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO evolves to include long-term performance leadership, technology expertise, and company-wide strategic guidance, more and more accounting leaders are feeling overwhelmed. Join us as we talk to CFOs, Controllers, and other industry veterans who share their expertise on how to streamline accounting processes, create greater efficiency, and move to a data-driven model, allowing you to focus on what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution for all your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional support to Controller-level support and more, Personiv goes above and beyond to deliver results with a team as small as one through its offshore, cost-saving model.
Episodes page 1 of 6
-
Where Automation Works and Human Judgment Still Matters
In this episode of CFO Weekly, Amy Wang, Chief Financial Officer at Procurify, joins Megan Weis to explore what AI in finance actually looks like inside mid-market companies, where automation genuinely adds value, and…
-
Where AI Delivers for Finance Teams and Where Fundamentals Still Win
In this episode of CFO Weekly, James Vanreusel, Founder and CEO of Vanreusel Ventures, joins Megan Weis to explore where AI is genuinely improving forecasting, reporting, and analysis, where the hype gets ahead of…
-
Agentic AI Starts with the Process, Not the Technology
In this episode of CFO Weekly, Courtney Stoner, who has held executive leadership roles at Iron Mountain, GE Vernova, and GE Aerospace joins to discuss The CFOs playbook for Agentic AI & ROI. With a foundation built…
-
Why Professional Judgment Is the Accountant’s Greatest Differentiator
In this episode of CFO Weekly, Kerrie Jones, Financial Controller at Peak Living, joins Megan Weis to explore why accountants remain among the most trusted business advisors and how finance leaders build credibility…
-
The CFO as Decision Architect
In this episode of CFO Weekly, Shirley Shu-Hurley, Chief Financial Officer at Hillsborough Transit Authority (HART), joins Megan Weis to explore why the finance seat is evolving from scorekeeper and controller into…
-
Why CPAs Make Great CFOs
In this episode of CFO Weekly, John Wise, Director of Finance and Accounting at The Armstrong Company, joins Megan Weis to unpack how the CPA designation can become a launchpad for strategic business leadership rather…
-
How CFOs Use AI and Real-Time Data to Make Faster Decisions
In this episode of CFO Weekly, Mark Gaudiosi, Chief Financial Officer at Burro, joins Megan Weis to unpack why AI adoption in finance comes down to one deceptively simple question: what decision does this actually…
-
Why AI ROI Has Become a CFO Problem, Not a Tech Problem
In this episode of CFO Weekly, Mike DePrisco, President and CEO of IMA (Institute of Management Accountants), joins Megan Weese to explore why AI cost and ROI are increasingly becoming CFO problems, not just technology…
-
Why AI-Native Finance Beats Bolted-On AI Tools
In this episode of CFO Weekly, Bojan Belejkovski, Vice President of Finance and Treasurer at Voltava, joins Megan Weis to unpack what it actually takes to build an AI-native finance operating model, and why bolting AI…
-
Building a Scalable Finance Function
In this episode of CFO Weekly, Jessica Trimmer, Senior Director of Revenue and Transformation at Intapp, joins Megan Weis to explore what it really takes to build a finance organization that scales. Jessica is a…
-
Why the Best CFOs Think Like CEOs
In this episode of CFO Weekly, Abir Syed, Co-Founder of UpCounting, joins Megan Weis to explore why the best finance leaders stop producing numbers and start driving decisions. A CPA by training, Abir built his career…
-
How to Keep Finance Teams Engaged During a Merger
In this episode of CFO Weekly, Rick Hasselman, Chief Financial Officer at Clari + Salesloft, joins Megan Weis to explore what it takes to lead a finance organization through a major merger, why collaboration between…
-
The Skills That Separate CFOs from Finance Experts
In this episode of CFO Weekly, Wassia Kamon, Chief Financial Officer at ACE | Access to Capital for Entrepreneurs, Georgia's largest nonprofit community development financial institution, joins Megan Weis to explore…
-
General-Purpose AI Agents Are Not Built for High-Stakes Finance
In this episode of CFO Weekly, Jeremy Ung, Chief Technology Officer at BlackLine, joins Megan Weis to explore why general-purpose AI agents are not automatically safe enough for high-stakes financial operations. Jeremy…
-
The Rodman Paradox: Why Your Most Valuable Employee May Not Be Your Best One
In this episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, joins Megan Weis to unpack the Rodman Paradox: the idea that a company's most valuable employee may not be its…
-
How Finance Leaders Help Mid-Sized Businesses Scale Without Stalling
In this episode of CFO Weekly, Mike McLain, Chief Accounting Officer at Transwestern, joins Megan Weis to explore what separates mid-sized businesses that scale successfully from those that stall out, and how finance…
-
Greatest Hits: How New Finance Leaders Navigate Transition and Build Confidence
In this greatest hits episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first…
-
Greatest Hits: Why CFOs Must Embrace AI
In this greatest hits episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless…
-
Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk
In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are revolutionizing operational finance by becoming true partners to warehouse…
-
Modernizing Finance Without Losing the Human Element
In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their teams through technology while keeping people at the…
-
Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy
In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore the financial realities facing healthcare providers in today’s policy…
-
How CFO-Level Finance Helps Restaurants Survive
In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can transform their financial function from a back-office…
-
The CFO as Chief Data Officer
In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become one of the most critical responsibilities of the modern…
-
Why AI Still Feels Hard for Finance Teams
In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is being held back not by the AI models themselves, but by the outdated…
-
The Rise of AI-Driven Finance Teams
In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are fundamentally transforming accounts receivable and the broader finance function. Jared brings a…
-
AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right)
In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance teams actually looks like, where the greatest value is…
-
Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze
In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore what it truly means to be a finance generalist in a world that often rewards specialization. Derek brings a…
-
Greatest Hits: Financial Planning 101 for College Students with Stephen Heath
This is a Greatest Hits re-release of one of our most beloved CFO Weekly episodes. Stephen Heath’s conversation on financial empowerment for college students struck a chord with listeners when it first aired and the…
-
How to Become a CFO: The Real Career Path, Skills & Decisions That Matter
In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore what it truly takes to grow into a CFO role, from building breadth through rotational programs to navigating…
-
IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public
In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO -…
-
Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant
In this “Greatest Hits” episode of CFO Weekly, Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant, joins Megan Weis to explore the real-world evolution of finance…
-
Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association
In this "Greatest Hits" episode of CFO Weekly, we revisit a standout conversation with Jessica McClain, a leader who has mastered the art of evolving from public accounting to high-impact executive strategy. At the…
-
Greatest Hits: AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack
In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic…
-
Greatest Hits: Secrets of a Tech-Savvy CFO with Aaron Levine
In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs.…
-
Agentic AI and the Future of the Deterministic CFO with Patrick Villanova, CFO at BlackLine
In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to discuss the shift from binary automation to agentic AI in the office of the CFO. With over a decade at…
-
Automated, Insightful, and Connected: The Future of Finance with Hari Sankar, SVP of Applications Development at Oracle
In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are fundamentally transforming the finance…
-
Greatest Hits: Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited
In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies…
-
The Evolving CFO-CEO Partnership with Todd McElhatton, COO and CFO at Zuora
In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting what happened to engineering what will happen. Todd brings a…
-
From Finance Specialist to AI-Enabled Generalist with Chris Garber, CFO at Guild
In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI is reshaping the CFO role from technical specialist to cross-functional business generalist. Chris…
-
The Venture-Backed CFO: Mastering Boardroom Influence with Mark Dempster, Partner at Founders Circle Capital
In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at The Circle by Founders Circle Capital , joins Megan Weis to explore how peer community has become essential infrastructure for CFOs…
-
The New CFO’s First 100 Days Playbook with Kevin Appleby, COO at GrowCFO
In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days…
-
The CFO & CIO Blueprint for ERP Implementation with Evan J. Schwartz, CIO at AMCS Group
In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can transform ERP implementations from high-risk projects into strategic competitive…
-
Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk
In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are revolutionizing operational finance by becoming true partners to warehouse and logistics…
-
Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero
In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a…
-
What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace
In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus…
-
The Chameleon CFO: Adapting Leadership for Hyper-Growth with John Glasgow, CEO & CFO at Campfire
In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation while operating in dual leadership roles. John…
-
Scaling Finance Operations: The Hyper-Growth Blueprint with Dan Wheadon, Partner at Cherry Bekaert
In this episode of CFO Weekly, Dan Wheadon, Partner and Advisory Leader at Cherry Bekaert and leader of their CFO Advisory Practice, joins Megan Weis to explore how modernizing finance operations can unlock a company's…
-
Building Dynamic Finance Models with Real-Time Data with Siqi Chen, CEO & Founder at Runway
In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to real-time,…
-
The Operations CFO: Aligning Finance with Customer Growth with Jacob Moelter, COO & CFO at SupportNinja
In this episode of CFO Weekly, Jacob Moelter, Chief Operating Officer and Chief Financial Officer at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center…
-
The CFO & CISO Playbook: Financing Enterprise Security with Tony Jarjoura, CFO at Gigamon
In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance innovation with security in the age of AI. Tony…
More in Business
Marketplace
Marketplace
SHeCOMMERCE
Cristina Marinucci & Jacqueline Dynowski · Not checked: its host turns away this site's checks
Authority Matters
Authority Podcast Network
Coffee N° 5 with Lara Schmoisman
Lara Schmoisman · Not checked: its host turns away this site's checks
BILFPOD
Mara Dorne
From Underdog to Entrepreneur: Building Dreams with Pat Miller
Pat Miller
What's Your Deal? | Business Buying, Business Acquisitions, Investing & Exit Strategies
Matt Uhler
Omni Talk Retail
Omni Talk Retail
The Amazing Authorities Podcast
Mitch Carson
How I Invest with David Weisburd
David Weisburd
Morning Brew Daily
Morning Brew
Amplify Speakers Podcast
Chris Sund
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.