Automation: Love It or Hate It, You Need to Learn It w/ Max Gray

The Benefits of Women in Leadership w/ Lydia Adams: 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 middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged. What are the benefits of women in leadership? On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles. What we talked about with Lydia: -Facts and figures about women in leadership positions -Why more women in leadership improves a group's problem-solving abilities -Why female leaders are more trusted -The changes Millennial and Gen Z women could bring to the workplace -...And the dollar benefits a company can realize by expanding the number of women in leadership roles! by CFO Weekly

18 min listen

Scouting for Accounting Talent w/ Cliff Edwards: 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 get a job if you have an accounting degree. In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway? On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent What we talked about with Cliff: -How the accounting profession and the talent in it have changed in the last 20 years -What's caused the shortage in accounting talent -The factors that motivate Millennials and the qualities Millennials bring to the workplace -...And the skills you need to be an amazing accountant! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast p by CFO Weekly

32 min listen

Earning a Seat at the Strategic Table w/ Steven Nutt, CPA: You’ve seen the stereotypes. CFOs are nerds. They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work. And while a CFO does need to be an accounting expert, they’re so much more than that. On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about: -The ever changing role of the CFO -Why the CFO should be the ultimate data champion -Why data is more important than ever before For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv by CFO Weekly

35 min listen

Thinking Strategically to Get to the Top: Practical Advice on How to Make the Transition from CFO to President w/ Gene Corvino: 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 seen! In this episode of CFO Weekly, Gene Corvino — Sr. VP and CFO at Southern Diversified Distributors and President at William M. Bird — joins Megan to talk about 7 CEO competencies and how to develop them. Plus, Gene covers… -His 4 pillars of discovery that he operates within -How genuineness and meaningfulness have supported his success in work and life -His process for developing the soft skills necessary for being CEO -Why CFOs should transfer their skill for managing risk over to the CEO’s seat Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! by CFO Weekly

40 min listen

Unpacking the Latest Deloitte CFO SignalsTM Survey w/ Steve Gallucci: 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, Canada, and Mexico, and its purpose is to gain some insight into how they’re feeling about the direction of the economy, trends they see in their respective industries, and projections of the future state of finance. It’s a report full of fascinating insights, trends, and projections, and you can download the Q3 high-level report here. On this episode of CFO Weekly, we were fortunate enough to spend a few minutes with Steve Gallucci, who is a managing partner at Deloitte, to talk all about -The results of the quarterly CFO survey -When CFOs think the economy may start to bounce back -Some of the industry shifts that have been driven by the COVID-19 pandemic For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast by CFO Weekly

16 min listen

7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany: 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 are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about… -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! by CFO Weekly

20 min listen

$7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany: Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about… -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!$

Embrace Change, Don’t Fear It w/ Jill Barnard: 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 store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again. As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic. It seems like every aspect of life is changing every second right now. So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development? On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about -Managing for change, -How her company went fully remote within 24 hours -Why so many companies stick their heads in the sand and wait for the challenges to pass by. by CFO Weekly

37 min listen

2020: Maybe it Wasn’t All Bad w/ Liz Hosman: 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 year for a lot of people, but maybe it wasn’t all bad. Hopefully we all learned some things, and emerged from 2020 stronger, a little more empathetic, a little wise, and a whole lot more flexible. If 2020 showed us anything, it’s that we’re all far more resilient than we ever thought. On this episode of CFO Weekly, our guest is Liz Hosman. Liz is the VP of Finance at March Communications, a technology PR agency dedicated to B2B and consumer tech brands across all sectors, but primarily those in the enterprise tech, AI, and wellness and health tech sectors. Our conversation centered on The challenges faced in 2020 How those challenges altered the landscape of her organization How she and her team plan to keep the positive changes going into 2021 and beyond. Why Yoga is playing a key role in by CFO Weekly

21 min listen

The 10 Rules for Success When Working from Home w/ Ali Green: The kitchen table is the new office. People are working from home and trying to create boundaries between their professional and personal lives. How can you create a happy and healthy home-work environment? On this inaugural episode of the CFO Weekly podcast, Ali Green, CEO and Founding Director of Pantera Press, talks about the 10 rules of success she's developed in her 12 years of work-from-home or work-alone life. What we talked about with Ali: -Rule #1 — Decide your office hours in advance and stick to them. -Rule #2 — Separate work from sanctuary. (Or … why you'll never be able to eat a meal in peace at that table again.) -Rule #3 — Use your commute time wisely. How you spend the time between when you wake up and when you start work forms your mindset for the rest of the day. -...And Ali's seven other rules for success! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorit by CFO Weekly

61 min listen

Want to Know Your Business Better? Spend Time on the Front Lines w/ Brent Chadwick: It might seem strange to go from working at a nationally recognized auditing firm like PricewaterhouseCoopers to a small regional convenience store chain. One day you’re overseeing huge audits of Fortune100 companies, the next you’re pouring over the financials of your convenience store chain, dealing with nearly 100% annual employee turnover. But our guest on this week’s episode of CFO weekly did just that. Brent Chadwick is the CFO of Plaid Pantry, which is a small chain of convenience stores primarily situated in the Portland metro area. But it’s what Brent did upon his arrival at Plaid Pantry that we really hit on in this interview, because he didn’t operate like a traditional CFO. On this episode, we talk all about: -Brent’s first few weeks as CFO at Plaid Pantry, and why he decided to spend them working in the stores instead of the office. -How he was able to streamline a number of things tha by CFO Weekly

34 min listen

Why You Should Listen to CFO Weekly: 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 get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?   Well you’re in luck.   Because the CFO Weekly podcast is just that. CFO Weekly is brought to you by Personiv. by CFO Weekly

5 min listen

Going from a Startup to a Mature Company: The Do’s & Don’ts w/ Olga Shevorenkova: 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 perfectly into a single vertical industry. This creates some friction when it comes to pitching to investors, and convincing them that your company is worth their investment. Maybe you’re an infrastructure company who’s focused on technology, which causes the tech investors to view you as too boring for an investment, and the infrastructure companies to view you as too high of a risk. So what do you do as a CFO looking to raise capital, and take your company from a startup to a successful established company? What are the pitfalls, and what should you avoid? What should you be focusing on? On this episode of CFO Weekly, we sit down with Olga Shevorenkova. Olga is the Chief Financial Officer at EVgo. EVgo is a builder, owner, & operator of fast-charging infrastructur by CFO Weekly

26 min listen