CFO Weekly
Personiv
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CFO Weekly is a podcast for accounting leaders looking to build efficient teams and focus on strategy. It explores how the CFO role has evolved to include long-term performance, technology expertise, and strategic guidance. Hosts interview CFOs and controllers who share advice on streamlining processes and adopting data-driven models. The podcast is produced by Personiv, a provider of accounting solutions.
Afleveringen
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The Skills That Separate CFOs from Finance Experts 04.08.2026 20minIn 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 or FP&A leader to modern CFO, the mindset shifts that matter most, and how aspiring finance executives can prepare for a role that extends far beyond the numbers. Drawing from her experience across manufacturing, technology, pharmaceuticals, and the nonprofit sector, Wassia shares practical advice on building a personal board of directors, leading through people, and using AI without losing sight of leadership. -
General-Purpose AI Agents Are Not Built for High-Stakes Finance 28.07.2026 20minIn 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 high-stakes financial operations. Drawing on more than two decades of engineering and product leadership at Amazon Web Services, Microsoft, and Apptio, Jeremy explains why deploying AI agents in finance requires the same rigor as onboarding a new employee, and how BlackLine is building toward a future where agents, not just people, are the primary users of finance software. -
The Rodman Paradox: Why Your Most Valuable Employee May Not Be Your Best One 21.07.2026 26minIn 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 company's most valuable employee may not be its best-performing one, but the one whose irreplaceable skill set keeps the organization running. Drawing on decades of experience as a CFO, CEO, and board advisor, Jack shares how leaders can identify, reward, and retain the quiet specialists that traditional org charts and performance metrics too often overlook. -
How Finance Leaders Help Mid-Sized Businesses Scale Without Stalling 14.07.2026 38minIn 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, and how finance leaders can help organizations grow with both discipline and agility. Drawing from his upbringing around his father's insurance brokerage, his public accounting career at Arthur Andersen and Grant Thornton, and fourteen years leading finance and accounting at Transwestern, a founder-led commercial real estate firm. -
Greatest Hits: How New Finance Leaders Navigate Transition and Build Confidence 07.07.2026 30minIn 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 hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership. -
Greatest Hits: Why CFOs Must Embrace AI 30.06.2026 29minIn 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-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. -
Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk 23.06.2026 21minIn 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 finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations. -
Modernizing Finance Without Losing the Human Element 16.06.2026 20minIn 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 organizations through technology while keeping people, flexibility, and fit-for-purpose thinking at the center of every decision drawing from more than two decades of building finance infrastructure in the San Diego biotech sector. -
Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy 09.06.2026 25minIn 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 shape patient care on the ground, why the healthcare-versus-defense budget debate is more complex than a simple pie chart, and what it takes for finance leaders in healthcare to drive change, influence policy, and build the operational partnerships that will define the CFO role for the next decade. -
How CFO-Level Finance Helps Restaurants Survive 02.06.2026 23minIn 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 basic bookkeeping to leverage finance as a true competitive advantage, drawing from her experience as a former Hermès Controller, working chef, and decade-long advisor to restaurant and bar owners navigating thin margins, cash flow challenges, and growth decisions. -
The CFO as Chief Data Officer 26.05.2026 26minIn 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 defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-driven organization. -
Why AI Still Feels Hard for Finance Teams 19.05.2026 27minIn 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 architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implementing finance and accounting systems for some of the world’s largest and most complex organizations. -
The Rise of AI-Driven Finance Teams 12.05.2026 29minIn 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 center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College. -
AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right) 05.05.2026 30minIn 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 functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the topic mainstream. -
Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze 28.04.2026 29minIn this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand. -
Greatest Hits: Financial Planning 101 for College Students with Stephen Heath 21.04.2026 45minIn this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated. -
How to Become a CFO: The Real Career Path, Skills & Decisions That Matter 14.04.2026 18minIn this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty shaped his journey to finance executive leadership. -
IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public 07.04.2026 29minIn 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, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation from a Flex subsidiary into a publicly traded solar energy company. -
Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant 31.03.2026 35minIn this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership. This episode is a masterclass in standardization, automation, and the evolving role of the CFO as a storyteller and change driver. -
Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association 24.03.2026 27minIn this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intelligence, and team development. Jessica’s insights offer a timeless guide for navigating technological disruption and mastering the strategic agility required of the modern finance professional.
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