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

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

The Future of Accounting in 2021: Our Top 5 Predictions w/ Megan Weis: 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 to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs. Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. 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

17 min listen

Navigating the Nonprofit World w/ Ed Goble: 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 place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living. Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work. And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits. Ed was kind enough to talk with us all about His advice when considering a by CFO Weekly

29 min listen

Coming Through the COVID-19 Pandemic Stronger than Before w/ Macy Macaskill: 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. So many businesses saw their doors close permanently as a result of the COVID-19 pandemic and the ensuing reduction in revenue. And while not every business ended up having to close their doors, every business was impacted in some way. Even those that, from a revenue standpoint, did well in 2020, had a whole new landscape to navigate. Remote work, Zoom, maybe a reduction in workforce. The pandemic took no prisoners, and nobody was unscathed. But rather than focus on the negative, we’re going to take this episode and focus on the positive. We’re going to talk with someone who, though they had to make some tough decisions, helped lead their company through the rough waters of 2020, and hopefully has set them up for continued success in 2021. Our guest on the show by CFO Weekly

30 min listen

From Reseller to Manufacturer: What You Need to Know w/ Rick Mills: 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 on someone else’s product and selling it, and actually manufacturing your own product. With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition. That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify by CFO Weekly

15 min listen

The Life and Career of a Controller: What You Need to Know w/Coulson Painter: 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 get to the place they are today. And the latest episode of CFO Weekly is no exception. In this latest episode, we talk with Coulson Painter. Coulson is the Vice President and Corporate Controller at Caliber, a real estate private equity fund asset manager in Phoenix. Our conversation centered around the unique trait of being a controller who got their start specializing in tax at the start of his career, how that has helped him as a controller, advice for someone new to the controller role, and so much more. For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly Listening on a desktop & can’t see the links? Just search for by CFO Weekly

48 min listen

Staffing Firms: The Benefits, Challenges & Reasons for Using One w/ Steve Casey: 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, most companies in America have employed the use of a staffing firm at some point in their history. Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency? This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation. We talked about: Steve’s background in staffing and what led him to be so passionate about recruiting The benefits of using a staffing agency, as well as the challenges The difference between staffing and outsourcingFor mo by CFO Weekly

36 min listen