CFO Weekly

Personiv
  • 5.0 (41)
  • CAREERS
  • UPDATED WEEKLY

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.

  1. 1D AGO

    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 should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership.

    39 min

  2. APR 15

    Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth

    In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making

    38 min
  3. Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified

    APR 8

    Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified

    In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service

    33 min
  4. What Lights You Up? with Jordan Grumet, Earn & Invest

    APR 1

    What Lights You Up? with Jordan Grumet, Earn & Invest

    In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning

    34 min
  5. Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples

    MAR 25

    Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples

    In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession. Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years. What You’ll Learn: Why most financial advisors aren't financially free themselves How Chris went from millionaire to millions of dollars in debt and back again The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing The best passive income strategies that actually work today How alternative investments can provide better returns with lower risk

    55 min
  6. NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE

    MAR 18

    NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE

    In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management. With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis. In this episode, we discuss: How CARE manages a $900 million portfolio across 50 country offices The unique challenges of financial management in the NGO space How technological innovations are reshaping NGO operations

    30 min
  7. Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata

    MAR 11

    Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata

    In this episode of CFO Weekly, Claire Bramley, 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 successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance. With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth. In this episode, we discuss: The evolution of the CFO role beyond traditional financial operations How Teradata implements rotation programs and cross-functional collaboration to develop talent The impact of AI and analytics on financial decision-making How modern CFOs balance traditional responsibilities with expanding strategic duties

    33 min
  8. Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich

    MAR 4

    Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich

    In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual. With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation. In this episode, we discuss: The transformative role of emotional intelligence in effective leadership and strategic decision-making The reasons traditional business models are struggling and how organizations can adapt to thrive Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation Why hiring for attitude and potential is more impactful than focusing solely on technical skills The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation

    56 min
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    5
    out of 5
    41 Ratings

    About

    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.

    Information

    • Creator
      Personiv
    • Years Active
      2020 - 2025
    • Episodes
      249
    • Rating
      Clean
    • Copyright
      © 843278
    • Show Website
      CFO Weekly

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