Podcast · Business

CFO Weekly

New episodes: Weekly
Typical length: 28 min
Latest: 6 Oct 2026
Language: English

Latest episode

6 Oct 2026 · 21 minNew

Why Professional Judgment Is the Accountant’s Greatest Differentiator

In this episode of CFO Weekly, Kerrie Jones, Financial Controller at Peak Living, joins Megan Weis to explore why professional judgment, not just technical expertise, is what makes accountants trusted business advisors. Drawing from her experience leading accounting teams through growth and change, hiring and developing more than 50 accountants, and serving on a nonprofit board, Kerrie shares how finance leaders can use AI as a decision support tool while still owning every decision.

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Earlier episodes 29 most recent

E302 · 29 Sep 2026 · 29 min

The CFO as Decision Architect

In this episode of CFO Weekly, Shirley Shu-Hurley, Chief Financial Officer at Hillsborough Transit Authority (HART), joins Megan Weis to explore how today's finance leaders are shaping strategy, strengthening governance, and building the organizational capacity businesses need to grow and adapt in an increasingly complex world. Drawing on two decades of experience across the energy sector, entrepreneurship, and global nonprofit finance, Shirley shares her framework for becoming a decision architect rather than a financial operator.
E301 · 22 Sep 2026 · 30 min

Why CPAs Make Great CFOs

In this episode of CFO Weekly, John Wise, Director of Finance and Accounting at The Armstrong Company, joins Megan Weis to explore how the CPA designation can become a foundation for strategic business leadership, the cultural growing pains that come with scaling a middle-market business, and where finance leaders should start when transforming a decentralized finance function into one built for growth.
E300 · 15 Sep 2026 · 28 min

How CFOs Use AI and Real-Time Data to Make Faster Decisions

In this episode of CFO Weekly, Mark Gaudiosi, Chief Financial Officer at Burro, joins Megan Weis to explore why AI adoption in finance succeeds or fails on one question: what decision does this actually change? Drawing on more than twenty-five years scaling finance functions at Gopuff, Medical Guardian, and now an outdoor autonomous robotics company, Mark shares how CFOs can separate real AI value from hype, why data ownership is shifting from IT to finance, and how operational data from robots is becoming a core financial metric.
E299 · 8 Sep 2026 · 27 min

Why AI ROI Has Become a CFO Problem, Not a Tech Problem

In this episode of CFO Weekly, Mike DePrisco, President and CEO of IMA (Institute of Management Accountants), joins Megan Weese to explore why AI cost and ROI are becoming CFO problems rather than pure technology problems, drawing on IMA's own research showing 63% of finance leaders have now deployed AI and 37% of CFOs still don't trust their own data, and outlining what it really takes to evaluate AI investments and build measurable business value.
E298 · 1 Sep 2026 · 26 min

Why AI-Native Finance Beats Bolted-On AI Tools

In this episode of CFO Weekly, Bojan Belejkovski, Vice President of Finance and Treasurer at Voltava, joins Megan Weis to explore why AI adoption in finance is fundamentally about data discipline and operating-model design, not the AI tools themselves, drawing on his path from law to treasury, his work leading major ERP transformations, and his book, Treasury 2.0: Future-Proofing Finance with AI.
E297 · 25 Aug 2026 · 23 min

Building a Scalable Finance Function

In this episode of CFO Weekly, Jessica Trimmer, Senior Director of Revenue and Transformation at Intapp, joins Megan Weis to explore what it really takes to build a finance organization that scales, how leaders should think about people, processes, systems, and governance as companies grow, and why finance operating models must evolve alongside the business. Drawing on more than twenty years of experience leading enterprise-wide finance transformation, Jessica shares why the operating model, not headcount, is usually the real constraint on scale.
E296 · 18 Aug 2026 · 24 min

Why the Best CFOs Think Like CEOs

In this episode of CFO Weekly, Abir Syed, Co-Founder of UpCounting, joins Megan Weis to explore why the best finance leaders move beyond producing numbers to actively shaping business decisions, drawing from his path from Big Four auditor to hands-on ecommerce operator and fractional CFO for high-growth direct-to-consumer brands.
E295 · 11 Aug 2026 · 35 min

How to Keep Finance Teams Engaged During a Merger

In this episode of CFO Weekly, Rick Hasselman, Chief Financial Officer at Clari + Salesloft, joins Megan Weis to explore what it takes to lead a finance organization through a major merger, why finance and sales must operate as true partners in driving revenue, and how AI is turning the CFO into an orchestrator of agents rather than just a steward of the numbers. Drawing on more than thirty years of experience spanning PwC, Google, Sumo Logic, Podium, and Expel.
E294 · 4 Aug 2026 · 21 min

The Skills That Separate CFOs from Finance Experts

In this episode of CFO Weekly, Wassia Kamon, Chief Financial Officer at ACE | Access to Capital for Entrepreneurs, joins Megan Weis to explore the journey from controller or FP&A leader to modern CFO, the mindset shifts that matter most, and how aspiring finance executives can prepare for a role that extends far beyond the numbers. Drawing from her experience across manufacturing, technology, pharmaceuticals, and the nonprofit sector, Wassia shares practical advice on building a personal board of directors, leading through people, and using AI without losing sight of leadership.
E293 · 28 Jul 2026 · 20 min

General-Purpose AI Agents Are Not Built for High-Stakes Finance

In this episode of CFO Weekly, Jeremy Ung, Chief Technology Officer at BlackLine, joins Megan Weis to explore why general-purpose AI agents are not automatically safe for high-stakes financial operations. Drawing on more than two decades of engineering and product leadership at Amazon Web Services, Microsoft, and Apptio, Jeremy explains why deploying AI agents in finance requires the same rigor as onboarding a new employee, and how BlackLine is building toward a future where agents, not just people, are the primary users of finance software.
E292 · 21 Jul 2026 · 27 min

The Rodman Paradox: Why Your Most Valuable Employee May Not Be Your Best One

In this episode of CFO Weekly, Jack McCullough, Founder and President of the CFO Leadership Council, joins Megan Weis to explore the Rodman Paradox, the idea that a company's most valuable employee may not be its best-performing one, but the one whose irreplaceable skill set keeps the organization running. Drawing on decades of experience as a CFO, CEO, and board advisor, Jack shares how leaders can identify, reward, and retain the quiet specialists that traditional org charts and performance metrics too often overlook.
E291 · 14 Jul 2026 · 38 min

How Finance Leaders Help Mid-Sized Businesses Scale Without Stalling

In this episode of CFO Weekly, Mike McLain, Chief Accounting Officer at Transwestern, joins Megan Weis to explore what separates mid-sized businesses that scale successfully from those that stall, and how finance leaders can help organizations grow with both discipline and agility. Drawing from his upbringing around his father's insurance brokerage, his public accounting career at Arthur Andersen and Grant Thornton, and fourteen years leading finance and accounting at Transwestern, a founder-led commercial real estate firm.
7 Jul 2026 · 30 min

Greatest Hits: How New Finance Leaders Navigate Transition and Build Confidence

In this greatest hits episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership.
30 Jun 2026 · 30 min

Greatest Hits: Why CFOs Must Embrace AI

In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation.
23 Jun 2026 · 22 min

Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk

In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global locations.
E290 · 16 Jun 2026 · 21 min

Modernizing Finance Without Losing the Human Element

In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their organizations through technology while keeping people, flexibility, and fit-for-purpose thinking at the center of every decision drawing from more than two decades of building finance infrastructure in the San Diego biotech sector.
E289 · 9 Jun 2026 · 25 min

Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy

In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore how federal funding decisions shape patient care on the ground, why the healthcare-versus-defense budget debate is more complex than a simple pie chart, and what it takes for finance leaders in healthcare to drive change, influence policy, and build the operational partnerships that will define the CFO role for the next decade.
E288 · 2 Jun 2026 · 23 min

How CFO-Level Finance Helps Restaurants Survive

In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can move beyond basic bookkeeping to leverage finance as a true competitive advantage, drawing from her experience as a former Hermès Controller, working chef, and decade-long advisor to restaurant and bar owners navigating thin margins, cash flow challenges, and growth decisions.
E287 · 26 May 2026 · 26 min

The CFO as Chief Data Officer

In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become the defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-driven organization.
E286 · 19 May 2026 · 28 min

Why AI Still Feels Hard for Finance Teams

In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is fundamentally an architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implementing finance and accounting systems for some of the world’s largest and most complex organizations.
E285 · 12 May 2026 · 30 min

The Rise of AI-Driven Finance Teams

In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College.
E284 · 5 May 2026 · 31 min

AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right)

In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the topic mainstream.
28 Apr 2026 · 29 min

Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze

In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand.
21 Apr 2026 · 45 min

Greatest Hits: Financial Planning 101 for College Students with Stephen Heath

In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated.
E282 · 14 Apr 2026 · 18 min

How to Become a CFO: The Real Career Path, Skills & Decisions That Matter

In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty shaped his journey to finance executive leadership.
E281 · 7 Apr 2026 · 29 min

IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public

In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation from a Flex subsidiary into a publicly traded solar energy company.
31 Mar 2026 · 36 min

Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant

In this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership. This episode is a masterclass in standardization, automation, and the evolving role of the CFO as a storyteller and change driver.
24 Mar 2026 · 28 min

Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association

In this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intelligence, and team development. Jessica’s insights offer a timeless guide for navigating technological disruption and mastering the strategic agility required of the modern finance professional.
17 Mar 2026 · 28 min

Greatest Hits: AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack

In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies.

About CFO Weekly

Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO evolves to include long-term performance leadership, technology expertise, and company-wide strategic guidance, more and more accounting leaders are feeling overwhelmed. Join us as we talk to CFOs, Controllers, and other industry veterans who share their expertise on how to streamline accounting processes, create greater efficiency, and move to a data-driven model, allowing you to focus on what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution for all your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional support to Controller-level support and more, Personiv goes above and beyond to deliver results with a team as small as one through its offshore, cost-saving model.

CFO Weekly is a English business podcast from Personiv. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Personiv
Language: English
Category: Business
New episodes: Weekly
Typical length: 28 min
Latest episode: 6 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1511978445
Rights: 843278

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