CFO Weekly
Episodes
How to Manage the Supply Chain Disruptions w/ Bona Allen
08 Feb 2022
Contributed by Lukas
Whether personally or professionally, we've all felt the pain associated with the supply chain that isn't functioning as it should be these last two y...
Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller
01 Feb 2022
Contributed by Lukas
In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth l...
Why On-Demand Pay Can Become the Future Payroll Model with Scot Parnell
25 Jan 2022
Contributed by Lukas
Scot Parnell is the Chief Financial Officer at DailyPay. Since joining the team, DailyPay has built a fortress balance sheet to ensure the safety and ...
Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
18 Jan 2022
Contributed by Lukas
Many employers nationwide and worldwide require that their new hires have exceptional financial modeling skills. But you’d be surprised how many CFO...
The Evolving Role of the CFO w/ Chris Caprio
11 Jan 2022
Contributed by Lukas
Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his...
Understanding the SPAC IPO Versus a Traditional IPO w/ Thomas Kramer
04 Jan 2022
Contributed by Lukas
Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer ...
Leveraging Real-Time Financial Data Software w/ Benjamin Taylor
28 Dec 2021
Contributed by Lukas
Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the rig...
Remote Financial Management in High-Growing Companies w/ Ken Kaufman
21 Dec 2021
Contributed by Lukas
In the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting ...
Increasing Brand Awareness w/ Ami Myrland
14 Dec 2021
Contributed by Lukas
Why do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companie...
Driving Strategic Value for Business Growth w/ Tom Fencl
07 Dec 2021
Contributed by Lukas
Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achi...
Why Every Business Owner Needs to Have Exit Strategies w/ Marvin Storm
30 Nov 2021
Contributed by Lukas
Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots ...
How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany
23 Nov 2021
Contributed by Lukas
Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but no...
How to Become a Successful Data-Driven Organization w/ Chip Pate
16 Nov 2021
Contributed by Lukas
These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights...
Focus on Numbers and People to Drive a Successful Business w/ April Downing
09 Nov 2021
Contributed by Lukas
Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area...
How to Lead Your Business to a Successful IPO w/ Tyler Sloat
02 Nov 2021
Contributed by Lukas
How can a software company reach success in today's market without losing its core vision and principles? When is the right timing to take your busine...
The Incalculable Benefits of Servant Leadership w/ Dave Sackett
26 Oct 2021
Contributed by Lukas
The term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, ...
SPACs & The Future of the Finance Function w/ Drew Hamer
20 Oct 2021
Contributed by Lukas
SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an ...
Automation: Love It or Hate It, You Need to Learn It w/ Max Gray
12 Oct 2021
Contributed by Lukas
Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to autom...
What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz
05 Oct 2021
Contributed by Lukas
Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a s...
The Evolution of the CFO Role w/ Rick Smith
28 Sep 2021
Contributed by Lukas
The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succee...
CFO Weekly is back!
21 Sep 2021
Contributed by Lukas
After a brief summer hiatus, CFO Weekly is back! Be on the lookout for new episodes every week starting on September 28th. Expect topics like: -The...
What It Takes to Be a Modern CFO w/ Zach Howard
03 Aug 2021
Contributed by Lukas
Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’...
The 6 P’s of Selling Your Business & Exiting Rich w/ Michelle Seiler Tucker
27 Jul 2021
Contributed by Lukas
When you’re at the blackjack table and you’re up, do you bank those profits or do you keep betting? As a business owner, you have a similar choi...
Digital Transformation & the CFO w/ Thomas Anderson
20 Jul 2021
Contributed by Lukas
A lot has been said recently about digital transformation. It’s become the new buzzword or catchphrase, and it seems like every company on earth is ...
How To Make Your Business More IRS-Friendly w/Charley Devany
13 Jul 2021
Contributed by Lukas
What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or ema...
Outsourced Virtual Accounting Services w/ Matt Wood
29 Jun 2021
Contributed by Lukas
There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing ...
The Right Controls Can Turn Disaster Into Victory w/ Chris Daniels
22 Jun 2021
Contributed by Lukas
Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels...
Solve Problems, Not Symptoms w/Adam Porter
15 Jun 2021
Contributed by Lukas
Problem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Por...
Property Accounting w/Katherine Jackson
08 Jun 2021
Contributed by Lukas
Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, rep...
The Life of an Expatriate w/ John Kramer
01 Jun 2021
Contributed by Lukas
For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work ab...
Leading Through Hyper-growth w/Victor Wong
25 May 2021
Contributed by Lukas
It’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his k...
Understanding Iconoclasm w/ Tony Zorc
18 May 2021
Contributed by Lukas
Challenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of...
Mastering the Budget Cycle w/Clint Jackson
11 May 2021
Contributed by Lukas
How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in ...
Invest Where It Matters w/Magdalena Cleveland
04 May 2021
Contributed by Lukas
Change is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic invest...
Cutting Costs w/ Ken Wentworth
27 Apr 2021
Contributed by Lukas
Cost-cutting: nobody likes thinking or talking about it, let alone executing it. That’s why we’re taking the edge off, by discussing it with K...
Artificial Intelligence and the Evolution of the CFO w/ John Collins
20 Apr 2021
Contributed by Lukas
It’s no secret that technology is moving faster than ever before. It seems like every day there’s a new company or a new product that is at the cu...
Thinking Outside the Box about the CFO Role w/ Mike dePaschalis
13 Apr 2021
Contributed by Lukas
It’s no secret that the CFO role has changed dramatically over the last 10–20 years. What was once a traditionally conservative role centered on f...
Managing Payroll w/ Charles Read
06 Apr 2021
Contributed by Lukas
“Anybody who does their own payroll and is not an expert, like we are, really needs to think twice about it.” - Charles Read Today my guest is ...
Value Creation through Technology in Finance w/ Arno Wakfer
30 Mar 2021
Contributed by Lukas
Finance does not look the same as it did 15 years ago. There have been new industry challenges, the adoption of technology is ramping up quickly, and ...
Why an Interim CFO May be Right for You w/Kristen McAlister
23 Mar 2021
Contributed by Lukas
As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of al...
The Life and Career of a Controller: What You Need to Know w/Coulson Painter
09 Mar 2021
Contributed by Lukas
One of the great things about the CFO Weekly podcast is getting to talk with people with different backgrounds. People who have taken unique paths to ...
From Big Companies to Small: The CFO Role Unpacked w/Jeff Lasher
02 Mar 2021
Contributed by Lukas
As we all navigate our way through our careers in the finance world, many of us may find ourselves moving from large companies to smaller ones, or sma...
Megan’s Career Journey w/Megan Weis
23 Feb 2021
Contributed by Lukas
Every week, CFO Weekly brings you someone from the finance industry, in conversation with our wonderful host, Megan Weis. And you hear tips and tricks...
2020: Maybe it Wasn’t All Bad w/ Liz Hosman
16 Feb 2021
Contributed by Lukas
With 2020 finally in the rearview mirror, many of us are reflecting back on the challenges we faced over the past year. It certainly was a difficult y...
Why You Need to Become a Storyteller w/ Liz Barhydt
09 Feb 2021
Contributed by Lukas
When you think of financial reporting and accounting presentations, storytelling probably isn’t the first thing that comes to mind. Most finance pro...
Coming Through the COVID-19 Pandemic Stronger than Before w/ Macy Macaskill
02 Feb 2021
Contributed by Lukas
There’s no way to sugarcoat it. 2020 was brutal for an overwhelming number of businesses both in the United States as well as the rest of the world....
Building a Better Relationship Between Finance and Operations
26 Jan 2021
Contributed by Lukas
Finance has become more and more strategic in driving the high level vision and direction of companies across nearly every industry. We’ve seen a hu...
Managing an Engaged Remote Workforce w/ Mike Gilmartin
19 Jan 2021
Contributed by Lukas
Working remotely has been a way of life for most of America for at least the past nine to ten months. Sure, there are those that are still going into ...
Break Down the Silos and Help Your Team Succeed w/ David Burt
12 Jan 2021
Contributed by Lukas
It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the b...
Mergers & Acquisitions in 2021 and Beyond w/ Steven Nutt
05 Jan 2021
Contributed by Lukas
It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, merg...
Staffing Firms: The Benefits, Challenges & Reasons for Using One w/ Steve Casey
29 Dec 2020
Contributed by Lukas
On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, m...
The Past, Present, & Future of Accounting w/ Glen Parrillo
22 Dec 2020
Contributed by Lukas
The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s ...
Managing Working Capital During Unpredictable Times w/ Peter Woolery
15 Dec 2020
Contributed by Lukas
The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the ...
Maintaining Good Mental Health During the 2020 Holiday Season w/ David Butler
08 Dec 2020
Contributed by Lukas
2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to...
For-Profit Skills in a Nonprofit World w/ James Schleck
01 Dec 2020
Contributed by Lukas
No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We ...
The Future of Accounting in 2021: Our Top 5 Predictions w/ Megan Weis
17 Nov 2020
Contributed by Lukas
2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs t...
Being a CFO at a PE Backed Company: What You Should Know w/ Kerem Bolukbasi
10 Nov 2020
Contributed by Lukas
If you’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition...
From Reseller to Manufacturer: What You Need to Know w/ Rick Mills
03 Nov 2020
Contributed by Lukas
One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo...
Navigating the Nonprofit World w/ Ed Goble
27 Oct 2020
Contributed by Lukas
Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the...
Going from a Startup to a Mature Company: The Do’s & Don’ts w/ Olga Shevorenkova
20 Oct 2020
Contributed by Lukas
A lot of startups are facing a conundrum today when it comes to securing funding and raising capital. They’re finding that they don’t fit perfectl...
Unpacking the Latest Deloitte CFO SignalsTM Survey w/ Steve Gallucci
13 Oct 2020
Contributed by Lukas
Every quarter, Deloitte publishes the CFO Signals Survey. It’s a survey of some of the best and brightest financial executives in the United States,...
Emotional Intelligence and the High Performing Team w/ Larry Chillemi
06 Oct 2020
Contributed by Lukas
As we press on through the COVID pandemic, the remote work lifestyle is becoming more and more of a permanent reality for a growing number of people. ...
Zero Based Budgeting: What is it and Why Should You Care? w/ Adanma Akujieze
29 Sep 2020
Contributed by Lukas
We’re all familiar with the yearly rounds of budgeting within our companies. But how often are we really looking at the WAY that we are budgeting? S...
Social Impact Companies w/ Julian Love
22 Sep 2020
Contributed by Lukas
These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the comp...
Letting Go of What We Can't Control w/ Sean Rizer
15 Sep 2020
Contributed by Lukas
Control grows in fear's petri dish. What are your fears as a CFO? Are you concerned about: -Understanding covenant calculations? -Making cash flow p...
7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany
08 Sep 2020
Contributed by Lukas
Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there...
Thinking Strategically to Get to the Top: Practical Advice on How to Make the Transition from CFO to President w/ Gene Corvino
01 Sep 2020
Contributed by Lukas
It takes a special breed to go from CFO to CEO. Luckily, there are core competencies you can develop in order to be the best CEO your company has ever...
7 Reasons Why People Follow Effective Leadership w/ Roy Austin
25 Aug 2020
Contributed by Lukas
If your friend jumped off a bridge, would you do it too? As much as we hate to admit it, mom had a point there. Leaders can influence people to do a l...
The CFO’s Guide to Healthcare Benefits w/ Cory Yeager and Travis Sartain
18 Aug 2020
Contributed by Lukas
Healthcare? Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. To help CFOs get a bet...
4 Advantages of a Data-Driven Culture w/ Ryan Passe
11 Aug 2020
Contributed by Lukas
What does being data-driven actually mean? Many companies say they’re data-driven, but don’t stop to think about what it really involves. In this ...
Want to Know Your Business Better? Spend Time on the Front Lines w/ Brent Chadwick
04 Aug 2020
Contributed by Lukas
It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store ch...
Advice From a Young CFO: Getting to the Top and Making Your Mark w/ Dustin Prager
28 Jul 2020
Contributed by Lukas
What does it take to make it to the C-Suite? While there are certainly a well documented array of innate skills that most C-level execs seem to poss...
Embrace Change, Don’t Fear It w/ Jill Barnard
21 Jul 2020
Contributed by Lukas
A famous Greek philosopher once said, “The only constant is change.” But most of us aren’t huge fans of change. We get upset when the grocery ...
5 Things You Need to Consider Before Reopening w/ Drew Niehaus
14 Jul 2020
Contributed by Lukas
Let’s face it. It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop perm...
Putting Profit First: Why It's the Bookkeeper's Responsibility w/ Andrew Royer
07 Jul 2020
Contributed by Lukas
I love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after ...
The Benefits of Women in Leadership w/ Lydia Adams
30 Jun 2020
Contributed by Lukas
Women in leadership often create better, more profitable workplaces. Yet, as late as 2018, women held just one out of every 20 CEO spots. And in mid...
Three Overlooked Best Practices for Today's CFO w/ Robert Bendetti
23 Jun 2020
Contributed by Lukas
What are the top three overlooked best practices for today's CFO? Networking. Lifelong learning. Giving back. Not the three you expected? Grante...
Earning a Seat at the Strategic Table w/ Steven Nutt, CPA
16 Jun 2020
Contributed by Lukas
You’ve seen the stereotypes. CFOs are nerds. They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up a...
Maximizing Cultural Compatibility: Outsource finance & accounting to the Philippines w/ Paulo Cheung
09 Jun 2020
Contributed by Lukas
Why should you send work to someone on the other side of the world? If you do outsource, what hours will your international team be available? And h...
The 10 Rules for Success When Working from Home w/ Ali Green
02 Jun 2020
Contributed by Lukas
The kitchen table is the new office. People are working from home and trying to create boundaries between their professional and personal lives. H...
Scouting for Accounting Talent w/ Cliff Edwards
26 May 2020
Contributed by Lukas
Who looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can ...
Why You Should Listen to CFO Weekly
05 May 2020
Contributed by Lukas
The world is a strange place right now. But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must...