What Makes a Great CFO with Chris Ortega

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

Managing Working Capital During Unpredictable Times w/ Peter Woolery: The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex. How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable? On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team. Our conversion centered around: His j by CFO Weekly

26 min listen

Break Down the Silos and Help Your Team Succeed w/ David Burt: It’s no secret that, historically, the finance roles within most organizations tend to be incredibly siloed. Finance usually has their spot in the building, and they tend to keep to themselves and don't interact with a lot of the other teams, unless there’s an issue. But just because finance teams are siloed today, that doesn’t mean it’s the best way for them to perform. In fact, most companies could stand to have much more integration between their finance teams and the rest of the organization. On this episode of CFO Weekly, our guest is David Burt. David is the Chief Financial Officer at ServiceTitan, the world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other service businesses. David had a lot to say about: How to begin breaking down the silos within your finance organization The things you should look for when assembling a high-performing team Why you shouldn’t inn by CFO Weekly

44 min listen

Building a Better Relationship Between Finance and Operations: 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 huge increase in the way that CFOs interact with and support the various lines of business, particularly with the operations teams. But how do finance teams make the importance of what they do understandable to those in the operations teams? How can the teams work together to drive the strategic vision of the company? How do finance and operations work avoid being a hindrance to one another and become a collaborative effort instead? On this week’s episode of CFO Weekly, our guest is Charles Liu. Charles is the EVP and Head of Finance for Hawke Media, a full-service marketing consulting firm based in Los Angeles, working with clients all over the world. Our conversation centered around: How finance can foster a better relationship with the operations teams Why communication can 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

7 Reasons Why People Follow Effective Leadership w/ Roy Austin: 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 lot of things, good or bad. It’s up to the leader to identify and develop the good qualities. In this episode of CFO Weekly, leadership coach and Managing Principal at Rockwell Business Solutions, Founder and Chair of Savannah CFO Council, and author of The Alligator Business Solution, Roy Austin joins us. He shares: -His definition of who a leader is -7 attributes an effective leader must possess -How to develop leadership skills -The benefits that result from being a good leader 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

35 min listen

Emotional Intelligence and the High Performing Team w/ Larry Chillemi: 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. Several large companies have moved to a permanent remote workforce, or at least allowed their employees the choice of whether they want a traditional working situation, or to remain working from home. And in the midst of all of this uncertainty, it’s more important than ever before to keep your high performing teams motivated, connected, and inspired. But how do you do that? What does it take to keep a high performing team operating at peak efficiency while working remotely? On this episode of The CFO Weekly, we talk to Larry Chillemi. Larry is the Chief Financial Officer at Grow West, and our conversation centered around -The importance of emotional intelligence -Keeping your high performing teams motivated -Tips for showing appreciation and recognition to your tea by CFO Weekly

37 min listen