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CFO Weekly - How Technology Influences the Modern CFO with Dan Fletcher

How Technology Influences the Modern CFO with Dan Fletcher

01/24/23 • 40 min

CFO Weekly
The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are.
Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant.
In this episode, we discuss:
  • Relationship building and perseverance for career pivots
  • The FP&A platform for continuous planning
  • The role of technology for CFOs
  • What makes a great CFO?
  • What makes a good independent director?
Learn more about Dan:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are hereEpisode resources:If you enjoyed this episode, then please either:Instructions 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 McKenzie
Check out some of our most recent episodes:If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at:
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The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are.
Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant.
In this episode, we discuss:
  • Relationship building and perseverance for career pivots
  • The FP&A platform for continuous planning
  • The role of technology for CFOs
  • What makes a great CFO?
  • What makes a good independent director?
Learn more about Dan:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are hereEpisode resources:If you enjoyed this episode, then please either:Instructions 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 McKenzie
Check out some of our most recent episodes:If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at:

Previous Episode

undefined - The Role of a CFO in a Construction Company with Samantha Cook

The Role of a CFO in a Construction Company with Samantha Cook

There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry.
Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC.
In this episode, we discuss:

  • Construction and finance
  • What should first-time CFOs focus on when taking the role?
  • CFO versus Senior Director of Finance
  • Supporting SMBs
  • The CFO role in the construction industry
Learn more about Samantha:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are hereEpisode resources:If you enjoyed this episode, then please either:Instructions 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 McKenzie
Check out some of our most recent episodes:If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over ...

Next Episode

undefined - From NBA to Tech-Enabled Mental Health Services with Zac Makin

From NBA to Tech-Enabled Mental Health Services with Zac Makin

Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin.
Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink.
In this episode, we discuss:

  • The CFO versus VP of FP&A role
  • Tech-enabled services for mental health
  • Navigating turbulent times as a finance professional
  • The role of a modern CFO
  • How does the CFO role contribute to a company's culture and values?
  • How can CFOs ensure that they contribute to defining a company's strategy?
Learn more about Zac:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are hereEpisode resources:If you enjoyed this episode, then please either:Instructions 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 McKenzie
Check out some of our most recent episodes:If you are interested in joining CFO Weekly as a guest, please complete this form:

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