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CFO Weekly

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.

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20 episodes
weekly
Avg 26 min
English

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#299
Tuesday · 26 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 becoming CFO problems rather than pure technology problems, drawing on IMA's own research showing 63% of finance leaders have now deployed AI and 37% of CFOs still don't trust their own data, and outlining what it really takes to evaluate AI investments and build measurable business value.
#298
September 1 · 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 fundamentally about data discipline and operating-model design, not the AI tools themselves, drawing on his path from law to treasury, his work leading major ERP transformations, and his book, Treasury 2.0: Future-Proofing Finance with AI.
#297
August 25 · 23 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 finance organization that scales, how leaders should think about people, processes, systems, and governance as companies grow, and why finance operating models must evolve alongside the business. Drawing on more than twenty years of experience leading enterprise-wide finance transformation, Jessica shares why the operating model, not
#296
August 18 · 24 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 shaping business decisions, drawing from his path from Big Four auditor to hands-on ecommerce operator and fractional CFO for high-growth direct-to-consumer brands.
#295
August 11 · 34 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 through a major merger, why finance and sales must operate as true partners in driving revenue, and how AI is turning the CFO into an orchestrator of agents rather than just a steward of the numbers. Drawing on more than thirty years of experience spanning PwC, Google, Sumo Logic, Podium, and Expel.
#294
August 4 · 20 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 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 o
#293
July 28 · 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 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 peo
#292
July 21 · 26 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 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 me
#291
July 14 · 38 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 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
#0
July 7 · 30 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 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.
#0
June 30 · 29 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-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation.
#0
June 23 · 21 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 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.
#290
June 16 · 20 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 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.
#289
June 9 · 25 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 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.
#288
June 2 · 23 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 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.
#287
May 26 · 26 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 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.
#286
May 19 · 27 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 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
#285
May 12 · 29 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 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.
#284
May 5 · 30 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 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.
#0
April 28 · 29 min
Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze
In 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.

Showing 1–20 of 20 episodes