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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Inside Government Finance with Tonya Johnson-Simmons, Deputy Chief Financial Officer & Director of Financial Management of the U.S. Department of the Interior
Episode 217
Tuesday, October 15, 2024 • Duration 40:33
In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership while tackling significant financial challenges.
With over 30 years of experience in the federal government, Tonya is currently overseeing a $159 billion portfolio at the Department of the Interior. Her expertise spans financial reporting and analysis, cost accounting, internal controls, financial policy, audits, and the Agency's Financial Report (AFR). Tonya previously worked for the U.S. Office of Personnel Management and was the Director of the Financial Operations Division for the USDA.
In this episode, we discuss:
- The evolution of the government CFO
- Strategies for managing a $159 billion portfolio
- Harnessing AI and awareness to combat cybersecurity threats
- How to cultivate trust in financial accountability
- Empowering finance teams for tomorrow’s challenges
Strategic Financial Engineering with Chad Gold, CFO at G2
Episode 216
Tuesday, October 8, 2024 • Duration 36:54
In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships.
With over 20 years of experience in corporate finance, including CFO roles at both pre-IPO and post-IPO tech companies, Chad joined G2 after serving as CFO at Salesloft. Before that, he was CFO at Rubicon, overseeing financial operations and reporting, and held CFO and finance leadership roles at SAP Ariba and The Home Depot.
In this episode, we discuss:
How finance drives business impact
What goes into building dynamic financial models
The power of growth, storytelling, and investor relationships
How revolving credit can boost flexibility in high-growth companies
How to Become a Top Financial Advisor with Susan Boles
Episode 208
Tuesday, August 6, 2024 • Duration 34:45
In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic.
Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI.
In this episode, we discuss:
- How rebranding transformed Susan's approach to business and life
- Building a community centered around the concept of calm
- How to become a better financial advisor
- The importance of staying calm in business decision-making
- The CALMER framework for business success
How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark
Episode 120
Tuesday, November 15, 2022 • Duration 35:41
An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.
Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.
In this episode, we discuss:
-The first-ever marketing and sales consulting firm for accounting professionals
-How DreamFirms help accounting firms build their dream businesses
-Traditional versus modern marketing methods
-How to ensure the timing is right for your marketing strategy
-What good content looks like in the accounting space
Presented by Personiv
https://insights.personiv.com/cfo-weekly
The Art and Science of Sourcing and Procurement in 2022 with David Pennino
Episode 119
Tuesday, November 8, 2022 • Duration 32:43
How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently.
David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient.
In this episode, we discuss:
-What is LogicSource
-How organizations can buy better
-Reinventing sourcing and procurement
-The advantage of doing sourcing and procurement well
-How companies can buy better in 2022
-The value of indirect procurement to a CEO and CFO
-Misconceptions about procurement
Presented by Personiv
https://insights.personiv.com/cfo-weekly
The Role of CFO and Storytelling in Managing High-Growth Businesses with Matt Wolf
Episode 118
Tuesday, November 1, 2022 • Duration 31:56
Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO. But that’s just one aspect of a CFO’s job. There is so much more to being a great CFO, like being able to tell the company’s story in a compelling way to investors, managing finance teams, ensuring successful M&As, and so much more. So let's dive in and see what it takes to nail each of these functions with our guest, Matt Wolf.
As the CFO of ChartHop, Matt spearheads communicating the company's story in a compelling way to investors and the broader market. Before ChartHop, he served as the CFO at Roadster, where he gained experience leading financial services, implementing effective fundraising, and guiding operational improvement.
In this episode, we discuss:
-How can CFOs manage high-growing organizations?
-What is the key to being able to tell a company story in a compelling way to investors in the broader market?
-How can CFOs ensure a successful acquisition integration?
-How can you maintain the entrepreneurial spirit while still managing risks?
-What is the key to cultivating an environment that ensures employees have the right resources to succeed, particularly remotely?
Presented by Personiv
https://insights.personiv.com/cfo-weekly
Why a High-Growth Company Needs a Top-Class CFO with Valerie Bauer Gore
Episode 117
Tuesday, October 25, 2022 • Duration 23:50
Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what Valerie has to say on the topic and understand what makes a great CFO today.
In this episode, we discuss:
-Maintaining a company's culture remotely
-Growing profits through returns
-The role of a modern CFO
Presented by Personiv
https://insights.personiv.com/cfo-weekly
The Role of a CFO and ESG in the Public Sector with Hughey Newsome
Episode 116
Tuesday, October 18, 2022 • Duration 55:59
What does the role of a CFO look like in the public sector? We asked ourselves the same question. To find the answer, Hughey Newsome, the Chief Financial Officer at Wayne County Michigan, joins Megan Weis to share the benefits and challenges associated with working for a governmental entity and the importance of emerging ESG initiatives in this space.
In this episode, we discuss:
-Government CFO responsibilities and challenges
-What makes the government CFO role unique
-Why is ESG important for a CFO?
Presented by Personiv
https://insights.personiv.com/cfo-weekly
How to Prepare Your Business for Growth and Success with Tony Tiscornia
Episode 115
Tuesday, October 11, 2022 • Duration 40:04
If there's one thing we know for sure about where the economy is headed, it's that we don't know. The current uncertainty level and macroeconomic challenges are too high to make any accurate predictions. But that doesn't have to stop your plans. If you are on the way to growing your business, do it. And Tony Tiscornia, the Chief Financial Officer at Coupa Software, will share what you need to be fully prepared for that.
In this episode, we discuss:
-What makes a successful IPO
-Navigating through macroeconomic storms
-The importance of unifying systems
-What an effective finance team looks like
Presented by Personiv
https://insights.personiv.com/cfo-weekly
The Holy Grail of Growth with Chad Gold
Episode 114
Tuesday, October 4, 2022 • Duration 36:27
As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales and revenues increase by astonishing numbers. But growth is just the beginning, the real challenge is sustaining it and managing it successfully. Chad Gold, the Chief Financial Officer at Salesloft, shares his strategies and wisdom on how CFOs can manage fast-growing companies.
In this episode, we discuss:
-What factors make a business grow fast?
-What is the key to managing fast-growing companies successfully?
-Why should CFOs build cross-functional partnerships with all business teams?
-How to establish and manage the right processes in a high-growing company?
-What are the main functions of finance?
Presented by Personiv
https://insights.personiv.com/cfo-weekly
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