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Management · Personiv

CFO Weekly

by 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.

Latest episodes

Showing 20 · updated from the feed

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 explore why AI adoption in finance succeeds or fails on one question:

Sep 15
28 min

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 becomin

Sep 8
26 min

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 explore why AI adoption in finance is fundamenta

Sep 1
26 min

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 finan

Aug 25
23 min

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 move beyond producing numbers to actively sha

Aug 18
24 min

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 thro

Aug 11
34 min

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, joins Megan Weis to explore the journey from controller

Aug 4
20 min

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 for

Jul 28
20 min

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 explore the Rodman Paradox, the idea that a compa

Jul 21
26 min

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 successfu

Jul 14
38 min

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

Jul 7
30 min

Greatest Hits: Why CFOs Must Embrace AI

In this 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-dri

Jun 30
29 min

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 transforming operational fin

Jun 23
21 min

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 organi

Jun 16
20 min

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 how federal funding decisions

Jun 9
25 min

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 move beyond

Jun 2
23 min

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 the defi

May 26
26 min

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 fundamentally an archi

May 19
27 min

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 transforming the finance function from cost cent

May 12
29 min

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 function

May 5
30 min

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