CFO Weekly

In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is revolutionizing the CFO's role from financial overseer to business architect. Jason brings over twenty years of experience spanning public accounting at PricewaterhouseCoopers, seven years on Wall Street, and a decade leading finance at private equity and venture-backed technology companies.With his deep background in enterprise technology and firsthand experience implementing AI solutions at Xactly Corp, Jason shares how finance leaders can leverage Agentic AI to transform core business processes, eliminate functional silos, and architect entirely new business models. Currently serving as CFO of Xactly Corp, a Vista Equity portfolio company, Jason oversees the deployment of AI-native solutions across finance, sales, and operations while maintaining rigorous governance standards.What You'll Learn:How Agentic AI differs from traditional automation and RPA technologiesWhy CFOs must evolve from financial oversight to business architectureThe critical governance and compliance considerations for AI deploymentStrategies for quantifying ROI when technology is rapidly evolvingHow AI is blurring the lines between finance, sales, and revenue operationsThe importance of compassion and coaching as business models transformLearn more about Jason:Jason Godley on LinkedInXactly Corp 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 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

Matt Collis, CFO at PairSoft, brings a wealth of experience in scaling businesses and financial automation. In the discussion, he highlights the shift of CFOs from mere number crunchers to strategic leaders who craft financial narratives for growth. Matt emphasizes the importance of aligning finance with product strategy and advocating for operational exposure among finance professionals. He shares insights on the role of automation in enhancing financial accuracy and warns against common pitfalls during scaling. Plus, he discusses the future of AI in finance as a valuable tool for practitioners.

In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning and strategic decision-making through AI-powered scenario modeling and connected enterprise planning. Hemant brings a unique blend of engineering precision and financial acumen, having started his career as an electrical engineer at GE before transitioning into finance leadership roles.With over 30 years of experience across public and private companies, including CFO positions at Sirius Computer Solutions, Markandy Inc., and MEMC SunEdison Semiconductor, Hemant shares how finance teams can leverage AI to accelerate decision-making, eliminate organizational buffers, and build resilient planning systems. Currently serving as CFO of Anaplan, an enterprise decision-making platform, Hemant oversees traditional finance functions while helping CFO customers deliver outsized business outcomes through connected planning across finance, supply chain, sales, and workforce domains.What You'll Learn:Why traditional financial modeling is insufficient for today's dynamic business environmentHow AI-powered scenario planning enables real-time adaptive decision-making across enterprisesThe critical importance of connected planning across finance, supply chain, sales, and workforceStrategies for eliminating organizational buffers through unified data and transparent planningHow AI accelerates model development from weeks to hours with solutions like CoModelerThe future of dynamic pricing, customer profitability analysis, and enterprise-wide AI adoptionLearn more about Hemant:Hemant Kapadia on LinkedInAnaplan 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 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 this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs are building agile, tech-enabled teams that drive innovation through curiosity, experimentation, and strategic use of offshore talent. Matthew brings over 20 years of experience, starting his career at Ernst & Young, where he spent a decade advancing to senior manager before serving as assistant controller at SharkNinja Operating LLC.With his extensive background in financial reporting, accounting operations, and systems implementation, Matthew shares how finance teams can leverage automation to free up capacity for strategic work, build distributed workforces effectively, and create cultures where innovation thrives through curiosity and ownership. Currently serving as Chief Accounting Officer at Global Partners LP since 2018, Matthew oversees financial reporting, tax compliance, and internal controls, and has successfully integrated offshore resources that now comprise 15% of the company's finance team.What You'll Learn:Why curiosity and ownership are the foundational behaviors that drive finance innovationHow automation enables teams to shift from repetitive work to strategic analysisStrategies for balancing in-house expertise with offshore resources without losing institutional knowledgeThe critical role of experimentation and safe failure in building adaptive finance teamsHow offshore talent can transform operations for companies of any size, not just global enterprisesThe future of AI in reshaping finance functions and why early experimentation mattersLearn more about Matthew:Matthew Spencer on LinkedInGlobal Partners LP  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 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

Billy Newman, CFO of Redwood Software, brings over 25 years of finance expertise, including transformative roles at Cvent. In this discussion, he explores how modern CFOs use AI for automation and predictive analytics to elevate finance teams. Billy discusses the importance of balancing automation with human oversight to ensure strong controls and compliance. He shares insights on identifying processes ideal for automation and the critical success factors for scaling AI initiatives, all while emphasizing the cultural preparation needed for finance teams.

In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI.Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee.In this episode, we discuss:Why digital transformation should be viewed as a business model transformation rather than just a technology upgradeHow C-suite alignment and CEO commitment are essential for meaningful organizational changeWhat is progressive modernizationThe impact of AI and machine learning on banking's futureEpisode 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

Travis Grundy, a Senior Associate of FP&A at Adventum and fractional CFO, shares his wealth of experience in strategic financial management. He emphasizes a bottom-up budgeting approach, leveraging unit economics for realistic projections. Travis discusses the importance of cross-department collaboration and accountability through monthly variance analyses. He also highlights adapting budgeting strategies for different industries, the enduring relevance of KPIs, and even the role of AI in future forecasting. His military background enriches his discipline and insight into effective financial leadership.

In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs in the energy sector are transforming their approach to managing aging assets while balancing escalating production costs and operational efficiency. Zach brings unique insights as a petroleum engineer turned finance leader, with experience at Halliburton, Marathon Oil, and McKinsey & Company's Petroleum Asset Excellence group.With his extensive background spanning field operations to corporate strategy, Zach shares how finance teams can leverage operational knowledge to optimize mature assets, implement data-driven capital allocation frameworks, and navigate the complex intersection of ESG considerations and profitability. Currently serving as VP of Finance and Strategic Planning at Citation Oil and Gas Corp, Zach oversees strategic planning for a portfolio of mature assets with over 400 fields, some dating back over 100 years.What You'll Learn:How aging assets fundamentally change financial strategy beyond traditional commodity price focusFrameworks for evaluating which mature assets to invest in versus divest or decommissionThe critical role of operational data integration in high-level financial decision makingStrategies for managing power costs that can represent 30-40% of operating expensesHow ESG considerations serve as a license to operate rather than just a cost centerCapital allocation approaches that balance growth investments with cost-saving initiativesLearn more about Reza:Zachary Kimball, PE, MBA on LinkedInCitation Oil and Gas Corp 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 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 this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively manage turnarounds and cash forecasting during periods of financial distress. Daniel brings over a decade of experience spanning corporate finance, construction finance, healthcare management, and political finance, with extensive hands-on experience in stabilizing businesses through challenging restructures and high-growth periods.With his diverse background leading companies from near-insolvency to profitability and his expertise in building financial operations processes, Daniel shares how finance teams can implement robust cash forecasting models, manage stakeholder communications during crisis, and create sustainable operational changes. Currently serving as President of Locust Street Advisory, Daniel oversees strategic financial management, turnarounds, and business consulting for companies facing liquidity challenges and growth management issues.What You'll Learn:Why complacency is the most common pitfall that leads businesses into financial distressHow to build effective cash forecasting models using straightforward "money in, money out" methodologiesThe critical importance of categorizing expenses into "must spend," "need to spend," and "would like to spend" bucketsStrategies for balancing short-term stabilization with long-term growth opportunitiesHow transparent communication and scenario planning can drive behavioral change in management teamsThe role of operational process improvements in preventing future financial crisesLearn more about Daniel:Daniel Fulton on LinkedInLocust Street Advisory on LinkedInEpisode 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 this special episode of CFO Weekly, we turn the tables as Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report. Megan brings extensive experience in finance and accounting outsourcing, having started her career as a CPA at Deloitte & Touche before transitioning through roles at BP, Accenture, and Everest Group. She earned her MBA from Duke University and joined Personiv in 2017 to help launch their finance and accounting services division.With her deep background in the evolution of finance operations and talent management, Megan shares insights from the comprehensive survey of 253 finance and accounting leaders across more than 20 industries. Currently serving as a key leader at Personiv, Megan oversees the development of strategic insights that help CFOs navigate the most significant talent shortage in the profession's history while adapting to technological transformation.What You'll Learn:Why the accounting talent shortage has reached critical levels with 150% year-over-year increase in open rolesHow CFOs are integrating AI, automation, and outsourcing as core strategies beyond temporary fixesThe evolution of the CFO role into "Chief Everything Officer" with expanded cross-functional responsibilitiesStrategies for attracting and retaining Gen Z talent through purpose-driven work and technological fluencyHow modern finance teams are structured with hybrid onshore, nearshore, and offshore modelsThe critical factors driving CFO confidence and strategic outlook in uncertain economic timesLearn more about Megan:Megan Weis on LinkedInCFO Weekly PodcastLearn more about Jack:Jack McCullough on LinkedInCFO Leadership Council WebsiteSecrets of Rockstar CFOs PodcastEpisode 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