CFO Weekly

Diversity plays a vital role in the finance domain, carrying immense significance both ethically and as a driving force for financial achievements. Promoting diversity in the workforce, and among suppliers, yields numerous advantages that go beyond societal advancement. However, diversity encompasses more than recruiting individuals from varied cultures or ethnic backgrounds into your company. According to Jeremy Springer, diversity is intricately tied to one's range of experiences. In the following discourse, Springer will impart valuable knowledge on cultivating and harnessing the complete potential of DIVERSITY.Jeremy is the Chief Financial Officer at Frontier Energy, a leading professional services firm known for its remarkable expertise in driving market transformation. With a fervent dedication to assisting engineers, program managers, and scientists, he actively supports their endeavors to revolutionize the global energy landscape through visionary leadership and groundbreaking innovations in finance, technology, and business operations. Before Frontier Energy, Jeremy held CFO roles at Energy Insight, Davis Energy Group, and Advanced Energy Products.In this episode, we discuss:Pioneering the intelligent use of energyWhy diversity is a function of experienceLeveraging workforce diversityThe importance of supplier diversityEnhancing client diversityLearn more about Jeremy:Jeremy Springer on LinkedInFrontier Energy WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

With the rapid advancements in technology, it has become crucial for businesses to modernize their finance and accounting operations. As companies strive to modernize their financial processes and systems, they realize the need to weave finance into the fabric of their operations. Joe Chevalier joins us today to uncover how digital transformation and finance integration help businesses stay agile, responsive, and adaptable in the face of a rapidly changing business environment.As a finance-oriented Certified Public Accountant, Joe has made it his mission to connect the dots between business operations and financial outcomes while serving as a valuable strategic partner to CEOs. Currently holding the position of Vice President of Finance and Operations at APS Payroll, Joe is responsible for overseeing the complete cycle of financial, accounting, tax, and treasury operations. With a career spanning multiple industries, Joe has held various leadership roles, including Chief Financial Officer at Carrollton Springs, Controller at Encompass Health, Senior Auditor of Healthcare at Lester, Miller, and Wells CPA's, and Infantry Squad Leader at the United States Marine Corps.In this episode, we discuss:The importance of adapting to digital transformation in financeAligning business finance and operationsUpskilling finance departmentsEmbracing automation in accountingThe role of finance in business growth and successLearn more about Joe:Joe Chevalier on LinkedInAPS Payroll WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and outcomes. However, when it comes to finance, it's still challenging to find the right tools that will make your life easier, not harder. If you are a business owner or manager looking to optimize your costs and resources, stay tuned as we explore Apptio's platform and how it can transform the way you manage your IT resources with Kurt Shintaffer.Kurt is the Co-Founder and CFO at Apptio. With more than twenty years of financial and operational management experience, Kurt has led Apptio through key milestones and achievements, which include raising $136 million in venture capital, taking the company public in 2016 with a $110 million IPO, executing a $144 million convertible note offering in 2018, and closing an acquisition deal with Vista Equity Partners to take the company private in 2019. Before Apptio, Kurt was the CFO at iConclude, VP of Finance at Pacific Edge Software, and Senior Auditor at Ernst & Young.In this episode, we discuss:How Apptio helps businesses manage their costs and drive better business outcomesThe benefits of connected technology investmentEnhancing transparency in IT services for cost savingsAI-powered cloud financial planningLearn more about Kurt:Kurt Shintaffer on LinkedInApptio WebsiteSeattle Children's WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

The traditional working system was unintentionally designed by men, for men, resulting in men getting paid more and women making up only nine percent of CEOs. This was observed by Jenna Fisher after researching multiple Fortune 100 companies. Women juggle multiple roles and seek innovative ways to balance their responsibilities effectively. And to attract top talent, companies must recognize this and offer greater autonomy and flexibility. But how else can we tackle the gender pay gap? Let's find out from Jenna.As the Managing Director of Russell Reynolds Associates, Jenna focuses on overseeing senior financial officer assignments and has an impressive track record of completing over 400 CFO searches for clients in diverse industries. Her clients range from Fortune 1000 corporations to private equity portfolio companies and high-profile, pre-public venture-backed enterprises. In addition to her successful career, Jenna is the author of the book To the Top: How Women in Corporate Leadership Are Rewriting the Rules for Success.In this episode, we discuss:Qualities of successful CFOsBarriers to women achieving CFO rolesClosing the gender pay gapEmpowering women in corporate leadershipThe importance of networking and investing in yourselfLearn more about Jenna:Jenna Fisher on LinkedInRussell Reynolds Associates WebsiteTo the Top BookEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Financial transformation leaders are tasked with driving their organizations through periods of significant change. This responsibility can be overwhelming for some CFOs. But not for Janice Stucke, who joins the show to exemplify how to lead your organization to successful financial transformation.Janice is currently the Chief Financial Officer at Achieving the Dream, which leads America’s largest network of community colleges working to become strong engines of student and community growth. Some of her previous roles include Director of Finance and Business Analysis at SHRM, Controller at CertaTech Solutions, and Lead Accountant at CFO Services Group.In this episode, we discuss:Janice's career pivot from refuge programs to CFOKey considerations for CFOs in planning digital transformationDesigning a successful financial transformation strategyBalancing short-term with long-term financial goals when leading a transformation projectThe role of data and analytics in financial transformationLearn more about Janice:Janice Stucke on LinkedInAchieving the Dream WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. By leveraging technology to align with their values and ethical principles, businesses can not only create a positive impact on society but also enhance their bottom line. And Michael Tannenbaum will help us uncover the full potential of investing in value-driven finance technology.Michael is the Chief Operating Officer at Brex, a unified finance platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay. He began his career in investment banking and private equity before joining SoFi as its 75th employee. Michael then left SoFi to join Brex as its first employee in 2017.In this episode, we discuss:The value of finance technologyThe evolving role of CFOs in the digital ageEthical and social responsibility in finance techThe future of finance techNetworking and mentorship for aspiring CFOsLearn more about Michael:Michael Tannenbaum on LinkedInBrex WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Looking for a solution to the complex world of B2B payments? Look no further than Ledge! When working for Melio, Tal Kirschenbaum couldn't find an efficient way to match transactions and payments between different banks, payment providers, ERPs, and invoice solutions. So, he built one himself.Tal is the Co-Founder and currently the CEO of Ledge, a command center for payments built for finance teams operating at scale. Before starting Ledge, he held various leading roles at companies such as Melio, Pine Capital, Facebook, Boston Consulting Group, and Intel Corporation.In this episode, we discuss:Taming the payment chaosAutomating financial infrastructure with LedgeDigitizing finance teamsMulti-bank treasury management solutionsLearn more about Tal:Tal Kirschenbaum on LinkedInLedge WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Technology has created numerous opportunities for the finance and investment space, some of which include automation, access to data, AI, online investing, and more. It has transformed the finance and investment space, improving efficiency while challenging traditional business models. But more on the topic will be shared today by Fraser Armstrong-Watters.Fraser is the Chief Financial Officer of The Palisades Group, an alternative asset manager in the global residential credit markets that has managed more than twenty-one billion in loans and real estate. His role involves partnering with CEOs to determine their company's corporate and financial goals, objectives, and timelines. Fraser is also on the Advisory Board at The CFO Leadership Council and Texas McCombs School of Business and is a mentor at Techstars.In this episode, we discuss:How can CFOs balance risk-taking with risk mitigation?How has technology changed how the Palisades Group approaches finance and investment management?What opportunities has technology created for the finance and investment space?What is the importance of digital assurance and transparency in the finance industry?Learn more about Fraser:Fraser Armstrong-Watters on LinkedInPalisades Group WebsiteThe CFO Leadership Council WebsiteTexas McCombs School of Business WebsiteTechstars WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices.Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading.In this episode, we discuss:How does Bookkeep help businesses automate their accounting function?Revolutionizing the accounting industryThe benefits of automation for small business ownersHow does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states?Overcoming accounting and sales tax compliance mistakesLearn more about Jason:Jason Richelson on LinkedInBookkeep WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Indirect spending might include everything from office supplies and utilities to marketing and IT services. Managing it is a vital part of the procurement process, as it accounts for a significant share of your company's overall spending. Though it sounds simple, managing indirect spend and procurement processes is challenging. That is why we asked for help from Matthew Smith, Executive Vice President and CFO of Fine Tune.Matt has over twenty years of extensive executive experience outside of Fine Tune as CFO of Soteria Imaging Services, Executive Vice President and CFO at Cobalt Ventures & Blue, and Executive Vice President at indiGO Auto Group. During those years, Matt was instrumental in helping these companies grow from promising startups to successful businesses.In this episode, we discuss:Why should CFOs care about the "good contract bad deal" phenomenon?How do collaboration and communication between procurement, finance, and other departments play a role in achieving true expense management?What role do software, data, and analytics play in decision-making and optimizing procurement processes?What does the future of procurement look like?Learn more about Matthew:Matthew Smith on LinkedInFine Tune WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so