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CFO Weekly

CFO Weekly

Personiv

Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.
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Top 10 CFO Weekly Episodes

Goodpods has curated a list of the 10 best CFO Weekly episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to CFO Weekly for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite CFO Weekly episode by adding your comments to the episode page.

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 storytelling
  • Why financial professionals need to nail storytelling
  • What skills do you need to be a good financial storyteller
  • How to transform financial reality into great stories
  • Designing engaging financial presentations
Learn more about Soufyan:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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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:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are hereCFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better.
David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue.
Today, Dave reveals what it takes to become a successful CFO in the nonprofit space.
In this episode, we discuss:
- The role and responsibilities of a CFO in nonprofit space
- Hiring the right CFO
- What does it take to Become a Successful CFO at a Nonprofit Organization?
Learn more about David and March of Dimes:
Episode resources:
If you enjoyed this episode then please either:
CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro.
Beatty served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion.
In this episode, we discuss:
  • The evolution of the CFO from accounting to strategic leadership
  • The strategic path to CFO success
  • How a CFO should evaluate and leverage risks and opportunities
  • The CFO role in a large public organization versus smaller, non-public companies
  • AI and Modern Finance
Learn more about Beatty:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions.
Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure.
In this episode, we discuss:
  • How fintech disrupts the financial industry
  • What is a flow program?
  • Frictionless digital experiences
  • The role of AI in Fintech
  • The future of Fintech in financial services
Learn more about Rebecca:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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CFO Weekly - The Business of Doing Good with Sam Wehbe
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12/17/24 • 29 min

In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies that support humanitarian efforts.
Sam is an experienced financial management and compliance executive with 20 years of experience in international development and the non-profit sector. Over their career, Sam has successfully managed over $2 billion in donor funds and held key financial roles both in the US and internationally at organizations like Social Impact, Nexant, and Creative Associates International.In this episode, we discuss:
  • The unique financial landscape of nonprofits
  • How sound financial management drives positive change
  • Adapting financial structures to navigate funding shortfalls
  • Transparency and accountability in managing donor funds
  • Emerging trends in nonprofit financial management
Learn more about Sam:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it with Colin Hewitt.
Colin is the CEO and Co-founder of Float Cash Flow Forecasting. He has spent more than twenty years in the software industry, focusing on helping small businesses understand their finances. Colin co-founded Flow to offer simple, precise tools for scenario planning and budgeting that work with well-known accounting platforms. Previously, he served as the Director at IfLooksCouldKill.In this episode, we discuss:
  • How accurate cash flow forecasting empowers CFOs
  • How Float's scenario planning allows CFOs to navigate market uncertainties
  • Integrating advanced tech in cash flow management
  • Best practices for CFOs to master cash flow in uncertain times
Learn more about Colin:Episode resources:If you enjoyed this episode, then please either:Instructions on how to follow, rate, and review CFO Weekly are here.
CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team and effective cash flow forecasting.
Luke's journey began with the tough experience of seeing his family business close during high school, sparking his passion for mastering business management. This led him to earn a degree in accounting, become a CPA, and learn from global leaders. With roles at EY as an auditor, data analytics coach, and director of accounting, he gained a deep understanding of what makes businesses thrive, building a skill set that helps bridge the gap between finance and effective operations.
In this episode, we discuss:
  • Why every small business needs a finance expert for long-term success
  • How to choose the right CFO depending on your growth strategy
  • When is the right time to bring in a fractional CFO
  • Strategies for sustainable business growth while maintaining financial health
Learn more about Luke:Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.
CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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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 2024
  • The power of networking for CFOs
  • The impact of interest rates on financial planning
  • Key traits for today's CFOs
  • Customer experience and product innovation
  • The CFO's role in a high-interest rate environment
Learn more about Guido:Episode resources:If you enjoyed this episode, then please either:Instructions on how to follow, rate, and review CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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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 strategies
  • Data-driven decision-making in IPO planning
  • Steps to transform your business for the stock market
  • How to effectively manage capital market engagement
Learn more about Jayson:Episode resources:If you enjoyed this episode, then please either:CFO Weekly is hand crafted by our friends over at: fame.soPrevious guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
bookmark
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FAQ

How many episodes does CFO Weekly have?

CFO Weekly currently has 231 episodes available.

What topics does CFO Weekly cover?

The podcast is about Management, Accounting, Software, Podcasts, Finance, Technology, Business Growth, Automation, Business and Cfo.

What is the most popular episode on CFO Weekly?

The episode title 'Balancing the Books and People with Derrek Gafford' is the most popular.

What is the average episode length on CFO Weekly?

The average episode length on CFO Weekly is 33 minutes.

How often are episodes of CFO Weekly released?

Episodes of CFO Weekly are typically released every 7 days.

When was the first episode of CFO Weekly?

The first episode of CFO Weekly was released on May 5, 2020.

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