CFO Weekly

A CFO's Perspective for Understanding Operations and Driving Value with Aaron Sallade

09 Jan 2024

Contributed by Lukas

Amidst a constantly shifting landscape defined by economic flux, geopolitical unrest, fleeting product cycles, and fierce talent competition, business...

Top Skills and Strategies for Standing Out in Finance with Stephen Newland

02 Jan 2024

Contributed by Lukas

Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important...

Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman

26 Dec 2023

Contributed by Lukas

In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integ...

Why the Future for CFOs is More Than Just Number Crunching with Ilana Esterrich

19 Dec 2023

Contributed by Lukas

In recent years, the CFO role has undergone a significant transformation. No longer limited to simply managing financial resources, CFOs now play a cr...

“No Risk It, No Biscuit”: A Financial Perspective on Risk with Isaac Strulowitz

12 Dec 2023

Contributed by Lukas

Risk is an inherent part of the business game. However, the level of risk and skills involved in playing professional power are very different from th...

Unmasking Time Theft by Making Work Visible with James Kennedy

05 Dec 2023

Contributed by Lukas

Your team may seem busy, but that doesn't necessarily mean they are being productive. They may be working hard but not necessarily smart, often spendi...

Seize Control of Your Financial Risk Management in a Tech-Driven World with Meg Johnson

28 Nov 2023

Contributed by Lukas

Inflation, COVID-19, and AI are just a few of the many concerns that can lead to unexpected business scenarios. The ability to identify, evaluate, and...

The Art of Financial Storytelling: Turning Your Financial Data into Engaging Stories

21 Nov 2023

Contributed by Lukas

Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financia...

The Rise of Embedded Finance with Daniel Yubi

14 Nov 2023

Contributed by Lukas

Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to...

How Fintech Is Revolutionizing Finance: Insights from Rebecca Bacon

07 Nov 2023

Contributed by Lukas

In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry ...

Breaking Spreadsheet Boundaries for Next-Gen Finance Analysis with Bobby Pinero

31 Oct 2023

Contributed by Lukas

Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial h...

A New Frontier in the Payment Industry with Chermaine Hu

24 Oct 2023

Contributed by Lukas

If there's one thing we can be sure about technology, it's growing crazy fast, and it's impacting every industry. But we wanted to understand what cha...

How AI Is Changing the CFO Playbook with Ashwath Bhat

17 Oct 2023

Contributed by Lukas

In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, finan...

Mastering the CFO Trifecta with Jenny Fuss

10 Oct 2023

Contributed by Lukas

In the last ten to twenty years, the world of CFOs has changed quite a bit. It's not just number crunching and accounting anymore. Today's CFOs wear m...

The Growing Impact of CFOs in Biotech Innovation with Ozan Pamir

03 Oct 2023

Contributed by Lukas

In recent years, the biotech industry has seen remarkable expansion and innovation. Alongside this growth, the role of CFOs in the sector has transfor...

The Changing DNA of the CFO: 2023 EY Survey with Myles Corson

26 Sep 2023

Contributed by Lukas

Whether it's the tug-of-war between generating long-term value and immediate cost-cutting, walking the tightrope of managing risk while driving ground...

The Anatomy of High-Growth Startups’ Finance with Chithra Rajagopalan

19 Sep 2023

Contributed by Lukas

It's true that with great power comes great responsibility, as well as challenges and opportunities. But when you're a high-growth startup, things rea...

Crafting Agile Finance Teams: Insights from Gaurav Gupta

12 Sep 2023

Contributed by Lukas

Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the lan...

The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro

05 Sep 2023

Contributed by Lukas

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 C...

How Top Financial Leaders Stay Ahead in Today's Economy with Adam Ante

29 Aug 2023

Contributed by Lukas

The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal managem...

The Future of Finance: Data, Analytics, and Automation with Anna King

22 Aug 2023

Contributed by Lukas

Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informe...

Balancing the Books and People with Derrek Gafford

15 Aug 2023

Contributed by Lukas

The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must ...

Nurturing Finance Leaders for the Future with Leonard Hicks

08 Aug 2023

Contributed by Lukas

Winning in finance goes beyond getting your numbers right. Businesses have to understand the value of developing and planning for the succession of fi...

Advocating for Diversity, Inclusion, and Women's Leadership in Finance with Sayle Hutchison

01 Aug 2023

Contributed by Lukas

Gender diversity and inclusion have become increasingly important in various industries recently. However, the finance sector has traditionally lacked...

Digital Assurance and Business Transparency with Mark McCaffrey

25 Jul 2023

Contributed by Lukas

CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to...

E-commerce Cash Flow Masterclass with Matt Putra

18 Jul 2023

Contributed by Lukas

With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. ...

Financial Planning 101 for College Students with Stephen Heath

11 Jul 2023

Contributed by Lukas

Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their f...

Making Finance a Business' Beating Heart with Sinohe Terrero

04 Jul 2023

Contributed by Lukas

The CFO role has evolved from financial management to a strategic partnership driving business success. Integrating finance into the business operatin...

Strengthening Your Business Operating Fabric with Dan DeGolier

27 Jun 2023

Contributed by Lukas

As a vigilant business owner, your constant pursuit revolves around enhancing your company's performance and profitability. While you diligently atten...

How to Protect Sensitive Information in the Remote Work Era with Ben Chrnelich

20 Jun 2023

Contributed by Lukas

In this episode of CFO Weekly, Megan Weis speaks with Ben Chrnelich, President and Chief Financial Officer at Symphony, about cybersecurity, record ma...

The Importance of a Sound Financial Strategy in Your Wealth Management with Elliot Kallen

13 Jun 2023

Contributed by Lukas

In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound f...

The ESOP Effect: Empowering Employees and Transforming Businesses with Adanma Akujieze

06 Jun 2023

Contributed by Lukas

Welcome to another episode of CFO Weekly with Adanma Akujieze, the esteemed Chief Financial Officer at Larson Design Group. Today, we dive deep into t...

Striking and Maintaining the Right Board Balance with Inder Singh

30 May 2023

Contributed by Lukas

A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that ...

Unlocking Business Success: Essential Steps for Every Aspiring Entrepreneur with Danielle Hayden

23 May 2023

Contributed by Lukas

Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, the...

Embracing and Fostering Diversity in Finance with Jeremy Springer

16 May 2023

Contributed by Lukas

Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Pr...

The Intersection of Finance and Technology: Staying Agile and Modernizing Your Finance Operations with Joe Chevalier

09 May 2023

Contributed by Lukas

With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies str...

Driving Better Business Outcomes Through Financial Management Platforms with Kurt Shintaffer

02 May 2023

Contributed by Lukas

Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. ...

Breaking Barriers: How Modern Women CFOs Are Tackling the Gender Pay Gap and Transforming the Workplace with Jenna Fisher

25 Apr 2023

Contributed by Lukas

The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent ...

Leading Financial Transformation: Key Considerations for Modern CFOs with Janice Stucke

18 Apr 2023

Contributed by Lukas

Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhe...

Technology for Better Businesses: The Importance of Value-Driven Finance Solutions with Michael Tannenbaum

11 Apr 2023

Contributed by Lukas

In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology...

Taming Payment Chaos: How Ledge is Empowering Finance Teams with Tal Kirschenbaum

04 Apr 2023

Contributed by Lukas

Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an eff...

How Modern Technology Solutions Uplevel the Finance and Investment Space with Fraser Armstrong-Watters

28 Mar 2023

Contributed by Lukas

Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online inves...

A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson

21 Mar 2023

Contributed by Lukas

Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with so...

Reducing Indirect Spending Through Effective Procurement Management with Matthew Smith

14 Mar 2023

Contributed by Lukas

Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procure...

Enhancing Business Efficiency and Competitiveness in the Constant-Changing Finance World with Anupam Satyasheel

07 Mar 2023

Contributed by Lukas

"The only constant thing is change" is a familiar adage, and the pandemic has exemplified this statement. Businesses worldwide have faced devastating ...

Financial Decision-Making Frameworks for High-Growth Businesses with Emil Vasilev

28 Feb 2023

Contributed by Lukas

Finance leaders often face a unique set of challenges when it comes to managing risk and making informed financial decisions in high-growth businesses...

Top Skills and Strategies for Standing Out in Finance with Stephen Newland

21 Feb 2023

Contributed by Lukas

Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important...

Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman

14 Feb 2023

Contributed by Lukas

In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial joins Megan Weis to discuss the importance of integ...

How CFOs Can Master Change and Build the Future with Heidi Crane

07 Feb 2023

Contributed by Lukas

If you've been following CFO Weekly for some time, you've probably noticed that some of the most popular words we encounter during our conversations a...

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

31 Jan 2023

Contributed by Lukas

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 re...

How Technology Influences the Modern CFO with Dan Fletcher

24 Jan 2023

Contributed by Lukas

The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing busine...

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

17 Jan 2023

Contributed by Lukas

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 market...

Preparing the Next Generation of Finance Leaders with Wassia Kamon

10 Jan 2023

Contributed by Lukas

Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to lever...

Training FP&A Skills to Finance Teams and Business Leaders with Christian Wattig

03 Jan 2023

Contributed by Lukas

Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the jou...

What Makes a Great CFO with Chris Ortega

27 Dec 2022

Contributed by Lukas

As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that wil...

The Benefits of a Fractional CFO for Women-Owned Businesses with Kathy Svetina

20 Dec 2022

Contributed by Lukas

Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to t...

Exploring the CFO Trifecta: Finance, Strategy, and Leadership with Kapil Mehta

13 Dec 2022

Contributed by Lukas

The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strate...

The Evolving Role of CFOs and Negotiating Market Volatility with Misha Mikhaylov

06 Dec 2022

Contributed by Lukas

The role of a CFO is evolving to include an operational focus as an increasing number of CFOs are crossing over to COO roles. This trend is gaining tr...

How On-Demand Payroll Can Upgrade Your Business with Brian Radin

29 Nov 2022

Contributed by Lukas

As the business world is changing ever faster, you have to stay ahead of the game or suddenly you’ll wake up at the back of the pack. Companies that...

Unmasking the Experience of a Healthcare CFO with Mike Grover

22 Nov 2022

Contributed by Lukas

Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that fin...

How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark

15 Nov 2022

Contributed by Lukas

An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After ...

The Art and Science of Sourcing and Procurement in 2022 with David Pennino

08 Nov 2022

Contributed by Lukas

How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or a...

The Role of CFO and Storytelling in Managing High-Growth Businesses with Matt Wolf

01 Nov 2022

Contributed by Lukas

Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But tha...

Why a High-Growth Company Needs a Top-Class CFO with Valerie Bauer Gore

25 Oct 2022

Contributed by Lukas

Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? ...

The Role of a CFO and ESG in the Public Sector with Hughey Newsome

18 Oct 2022

Contributed by Lukas

What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financ...

How to Prepare Your Business for Growth and Success with Tony Tiscornia

11 Oct 2022

Contributed by Lukas

If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic chal...

The Holy Grail of Growth with Chad Gold

04 Oct 2022

Contributed by Lukas

As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. Bu...

From Teaching to Finance: An Unconventional CFO Journey with Amy Huerta

27 Sep 2022

Contributed by Lukas

Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or ...

Why Credit Unions Should Benefit and Drive Communities with Steve Arbaugh

20 Sep 2022

Contributed by Lukas

We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, S...

Winning Practices for CFOs Leading M&A Transactions and the Role of ESG for Modern Businesses with Simone Grimes

13 Sep 2022

Contributed by Lukas

Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, ...

How Can CFOs Support Business Growth Through an M&A with Charles Freund

06 Sep 2022

Contributed by Lukas

As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial respo...

Real-Time Decision-Making Tools for Real Top-Performing CFOs w/ Rose Punkunus

30 Aug 2022

Contributed by Lukas

Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of busin...

Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg

23 Aug 2022

Contributed by Lukas

Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals inc...

Guiding and Growing CFO Talent w/ Jack McCullough

16 Aug 2022

Contributed by Lukas

Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be ov...

Driving Business Growth Through Disruptive CFO Leadership w/ Melissa Hurrington

09 Aug 2022

Contributed by Lukas

When it comes to financial leadership, what style do you prefer? Delegative, participative, or maybe authoritarian? Our next guess, Melissa Hurrington...

Why Strong Financial Teams Begin With a Strong CFO Leader w/ Adnan Mughal

02 Aug 2022

Contributed by Lukas

The CFO role has evolved and transitioned from accounting to operations and leadership. All modern CFOs should treat their work like their businesses,...

Financing Justice and Building High-Performing Financial Teams w/ Ken Brause

27 Jul 2022

Contributed by Lukas

What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and ins...

Becoming a SaaS Guru w/ Anthony Nitsos

19 Jul 2022

Contributed by Lukas

Anthony Nitsos is the Founder and Lead Guru at SaaS Gurus, which provides Finance, Accounting, HR, Equity, Legal, and Admin best practices and systems...

Mastering Financial Planning and Analysis w/ Paul Barnhurst

12 Jul 2022

Contributed by Lukas

FP&A is an acronym all finance professionals know about. But mastering it and supporting businesses is another story. In this episode, Paul Barnhurst,...

The Science Behind Thriving Financial Leadership w/ Grant Fitz

05 Jul 2022

Contributed by Lukas

Grant Fitz, Chief Financial Officer at EFI, joins Megan Weis to share his best insights regarding the role of a CFO and the importance of diversity in...

Empowering FP&A Teams Into Advisory and Strategic Roles w/ Thomas Kyei-Boateng

28 Jun 2022

Contributed by Lukas

In this episode of CFO Weekly, Thomas Kyei-Boateng, Chief Financial Officer at ISACA, joins Megan Weis to discuss the role of a CFO in aligning financ...

Paving the Road to Become a World-Class CFO w/ Steve Rosvold

21 Jun 2022

Contributed by Lukas

What do you need to become a world-class Chief Financial Officer? Steve Rosvald thinks of practical learning and developing opportunities. With thirty...

How Can CFOs Face Challenges at High-Growth Companies w/ Jim Morgan

14 Jun 2022

Contributed by Lukas

Leading the financial aspects of high-growth businesses is definitely challenging. That's a job for top CFOs with years of experience. Luckily, we inv...

Becoming a Superboss and Building Stronger Companies w/ Sydney Finkelstein

07 Jun 2022

Contributed by Lukas

What do Superbosses look like? What skills do they possess, and how do they go about creating future leaders? Let's find out all the answers from one ...

Embracing Data Analytics to Improve Internal Audits w/ Yusuf Moolla

31 May 2022

Contributed by Lukas

Why is data important in the audit process? And why should internal auditors approach data themselves? For several reasons, including that it helps im...

Driving Growth Through Accounts Payable Automation w/ Sarah Spoja

24 May 2022

Contributed by Lukas

What is AP automation? Why should CFOs automate financial processes? These are questions that modern financial professionals should look at and give s...

Creating Financial Visibility and Improving Your Accounting Processes and Financial Reporting w/ Brian Hayes

17 May 2022

Contributed by Lukas

Modern CFOs need to overlook accounting, financial reporting, operations, financial strategy, and even financial teams. There are many aspects of the ...

Don't Fake the Funk, Change Your Life, and Grow Your Business w/ Ken "Mr. Biz" Wentworth

10 May 2022

Contributed by Lukas

If you are a business owner that wants to grow your business and boost your profits, you need to ask Mr. Biz, aka Ken Wentworth. Ken is a business pr...

Why CFOs Should Be the Driving Force Behind the ESG Strategy w/ John Truzzolino

03 May 2022

Contributed by Lukas

These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify mate...

Helping Finance Leaders Become the Heroes of Their Organizations w/ Christina Ross

26 Apr 2022

Contributed by Lukas

The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have i...

How Can Corporate Financial Professionals Drive Their Career Growth Successfully? w/ Bryan Lapidus

19 Apr 2022

Contributed by Lukas

The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, inclu...

Driving Financial Success In a Nonprofit World w/ David Damond

12 Apr 2022

Contributed by Lukas

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 mis...

Financing Renewable Energy w/ Sarah Wells

05 Apr 2022

Contributed by Lukas

One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it...

How CFOs Play a Key Role in Supporting Business Growth Through Fundraising w/ Jeremy Foster

29 Mar 2022

Contributed by Lukas

The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, ...

How Can CFOs Drive the Right Plan For Transitioning the Business Towards the Growth Stage w/ Bal Bhullar

22 Mar 2022

Contributed by Lukas

One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share,...

How to Map Out Your Career Path and Lead Boldly w/ Bolanle Williams-Olley

15 Mar 2022

Contributed by Lukas

Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make...

Strengthening the Financial Engine of a Future Publicly-Traded Company w/ Michael Keogh

08 Mar 2022

Contributed by Lukas

Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even ...

How Can Operational CFOs Successfully Drive Change Management w/ Jennifer Herdler

01 Mar 2022

Contributed by Lukas

Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or nega...

What Is the Role of a Franchise CFO w/ Abraham Sherman

22 Feb 2022

Contributed by Lukas

There are no doubts about the amount of work and responsibility a CFO has. From tracking cash flow, making financial planning and forecasting, buildin...

Strategic Planning and Forecasting for the Future w/ John Cappadona

15 Feb 2022

Contributed by Lukas

For the past two years, we've been living in constant uncertainty. The conditions we're living in these days make it exceptionally difficult to create...