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Effective Communication and Nonprofit Leadership with Timothy Dunbar
Episode 211
Wednesday, August 28, 2024 • Duration 31:27
In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits.
Timothy is an Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning.
In this episode, we discuss:
- How communication drives financial performance across every role
- Effective communication tips between the finance and other departments
- How to manage financial communication during a crisis
- Secrets to simple, impactful communication
Secrets to Success as a Young Female CFO with Niki Heim
Episode 210
Tuesday, August 20, 2024 • Duration 35:40
In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way.
Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year.
In this episode, we discuss:
- What it takes to become an effective CFO
- How organizations can better support emerging female leaders
- What unique perspectives do younger female CFOs bring to financial leadership
- How to master work-life balance
Navigating Global Finance with Vandana Agarwal
Episode 201
Tuesday, June 18, 2024 • Duration 19:08
Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future.
Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University.
In this episode, we discuss:
- How the basics of finance are the same globally
- The importance of staying up-to-date with changing regulations
- The similarities in financial practices and leadership styles among multinational companies
- The challenges and opportunities for women in the finance industry
- AI’s role in finance
From Teaching to Finance: An Unconventional CFO Journey with Amy Huerta
Episode 113
Tuesday, September 27, 2022 • Duration 45:39
Many CFOs these days come from fields unrelated to finance and accounting. You may encounter former marketers, salespeople, and even psychologists or teachers. Their unconventional paths grab lots of attention, and people want to know how they succeed. After all, if it worked for them, it might work for you too.
For that reason, we invited Amy Huerta, a former teacher who became the CFO at Amherst H. Wilder Foundation. In this episode of CFO Weekly, Amy joins Megan Weis to discuss the benefits and challenges of taking what could be considered an unconventional route to the role of the CFO.
In this episode, we discuss:
-Amy’s path from teaching to finance
-What is compassionate grit?
-How to manage cross-functional teams effectively?
Advice for future CFOs coming from unconventional backgrounds
Presented by Personiv
https://insights.personiv.com/cfo-weekly
Why Credit Unions Should Benefit and Drive Communities with Steve Arbaugh
Episode 112
Tuesday, September 20, 2022 • Duration 50:05
We are thrilled to welcome Steve Arbaugh, Senior VP of Finance and Chief Financial Officer at SECU Maryland, on to the podcast. Before joining SECU, Steve spent thirty years in commercial banking, developing leadership skills in various financial sectors.
In this episode of CFO Weekly, Steve joins Megan Weis to discuss challenges associated with working for a credit union and the importance of making a positive impact on the community.
In this episode, we discuss:
-The differences between a credit union and a commercial bank
-Digitalization of the financial sector
-Why it’s more beneficial to invest in retaining an employee than hiring a new one
-Why it is absolutely vital for businesses to have good relations with their communities
Presented by Personiv
https://insights.personiv.com/cfo-weekly
Winning Practices for CFOs Leading M&A Transactions and the Role of ESG for Modern Businesses with Simone Grimes
Episode 111
Tuesday, September 13, 2022 • Duration 40:01
Mergers and Acquisitions are some of the best strategies companies employ to scale or diversify their businesses. M&As can take various forms, sizes, shapes, and goals. Regarding the planning and managing sides of an M&A, CFOs are responsible for leading efforts toward a successful deal. So how can you ensure that will happen?
Simone Grimes, Chief Financial Officer at Acadia Insurance, joins the next episode of the CFO Weekly podcast to discuss challenges associated with M&A integration, how CFOs can manage businesses across multiple M&A stages, and the importance of ESG initiatives.
In this episode, we discuss::
-What role do CFOs play in an M&A?
-Post-acquisition integration challenges
-How should CFOs prepare themselves for M&As?
-How should businesses square the cost-benefit equation of ESG?
Presented by Personiv
https://insights.personiv.com/cfo-weekly
How Can CFOs Support Business Growth Through an M&A with Charles Freund
Episode 110
Tuesday, September 6, 2022 • Duration 41:56
As challenging as it sounds, M&As bring significant opportunities that most companies never have the chance to experience. CFOs have substantial responsibilities in leading successful acquisition and integration processes.
To better prepare for a potential M&A, Charles Freund, Chief Financial Officer at FLEETCOR, joins the next episode of the CFO Weekly podcast. He shares the challenges and benefits of an M&A growth strategy and the importance of ESG initiatives.
In this episode, we discuss:
-Why should CFOs work close to HR
-International growth strategies
-The science behind M&As
-How to lead a successful integration process
Presented by Personiv
https://insights.personiv.com/cfo-weekly
Real-Time Decision-Making Tools for Real Top-Performing CFOs w/ Rose Punkunus
Episode 109
Tuesday, August 30, 2022 • Duration 32:03
Finance professionals have to make not only good but the best decisions all the time. Their directives are crucial for the success or failure of businesses. And, considering the pace at which the business world evolves, they need to be prompt with their decisions.
But how can CFOs ensure that they make the best choices instantly? The answer lies in data and real-time decision-making tools. In this episode of CFO Weekly, Rose Punkunus, Founder and CEO of Sudozi, joins Megan Weis to discuss how finance professionals can leverage real-time decision-making tools to make better-informed decisions and drive businesses to success.
In this episode, we discuss:
-Why should finance professionals automate business processes
-Real-time solutions for strategic finance teams
-How can the right data leverage business decisions
Presented by Personiv
https://insights.personiv.com/cfo-weekly
Business Partnering: The Leading Strategy Towards Your FP&A Success w/ Anders Liu-Lindberg
Episode 108
Tuesday, August 23, 2022 • Duration 33:07
Having a positive impact on the business starts by becoming a great business partner. But what does that mean, and how can financial professionals increase their business partnering influence?
In this episode of CFO Weekly, Megan Weis is joined by Anders Liu-Lindberg, Chief Commercial Officer, Partner, and Co-Founder of Business Partnering Institute, to share his wisdom and top practices on business partnering and FP&A.
In this episode, we discuss:
-What does business partnering mean?
-How to overcome business partnering challenges?
-Increasing your business partnering influence
-FP&A automation
-How can businesses better structure their FP&A to achieve its full potential?
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
Guiding and Growing CFO Talent w/ Jack McCullough
Episode 107
Tuesday, August 16, 2022 • Duration 38:08
Accounting, finance, strategy, and operations; modern CFOs should master all these business elements. It's a lot of responsibility, and it might be overwhelming for a lot of people. But fear not! Jack McCullough is here to help you.
Jack is the Founder and President of the CFO Leadership Council, a professional association dedicated to CFOs. He is also a keynote speaker, contributor to Forbes.Com, author of the Secrets of Rockstar CFOs, and The Psychopathic CEO: An Executive Survival Guide book.
In this episode, we discuss:
-What is the CFO leadership council
-The portrait of a modern CFO
-“Secrets of Rockstar CFOs”
-“The Psychopathic CEO: An Executive Survival Guide”
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
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