CFO Weekly

Chris Caprio, the Chief Financial Officer at Focus Technology, joins us in the next episode of the CFO podcast. Joining Focus in 2017, Chris lends his 20+ years of experience in planning, forecasting, and reporting financial data for companies in numerous sectors, including tech, energy, and professional services. He has experience across various operations, including finance, accounting, recruiting, HR, legal, tax, and employee training. During his tenure, he has been a primary contributor to the company’s modernization, transformation, and record company growth. Recognized as an industry thought leader, Chris serves as Vice President for the Financial Executives International (FEI) Boston and Co-Chair for the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country.In this episode, we discuss:- How can a CFO effectively manage HR- The evolving role of the CFO- Why CFOs need to stretch their budgets on achieving long-term goalsLearn more about Chris and Focus Technology:Chris Caprio's LinkedInFocus Technology'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 SpotifyEpisode 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

Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast. Thomas is an experienced chief financial officer with an extensive background leading companies through rapid growth. At IonQ, he focuses on commercializing the infrastructure and managing the company's relationships with investors and the public markets. Previously, Thomas was the CFO of Opower, guiding the company through its initial public offering and its sale later to Oracle. He was also the co-founder and CFO of Cvent, taking the company from zero revenue through the largest private software financing in the United States at that time.In this episode, we discuss:- The company’s life cycle- The evolving role of a CFO- SPAC IPO versus traditional IPOLearn more about Ken and Community Dental Partners:Thomas Kramer's LinkedInIonQ'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 SpotifyEpisode 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

Terms like API, real-time financial data, blockchain, cryptocurrency, and cloud-based business management are all part of today's market. With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. One of these tools is SoftLedger.Benjamin Taylor, CEO and Co-Founder of SoftLedger, shares insights on what SoftLedger is, how it works, and new opportunities that businesses can use to manage their financial data in real-time.In this episode, we discuss:- Managing critical financial data- API driven accounting- Real-time financialsLearn more about Ken and Community Dental Partners:Benjamin Taylor's LinkedInSoftLedger'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 SpotifyEpisode 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 the present business market, finances and creativity come hand-in-hand. CFOs need to apply original methods of managing financial teams or getting investment for the company. If you struggle with this, today's guest got you covered. Ken Kaufman is the Chief Financial Officer at Community Dental Partners, led by a mixed team of dental and business veterans working together to solve the needs of today’s modern dental professionals. CDP was designed for dentists by dentists who recognized the need to partner with responsible business experts. In this episode, we discuss:- Opportunities in high-growing companies- How to efficiently manage a remote finance team- Tips on finding the best financial talent- Maintenance versus growth OPEXLearn more about Ken and Community Dental Partners:Ken Kaufman's LinkedInCommunity Dental Partners 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 SpotifyEpisode 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

Why do organizations need to become more community-focused? Doing business means more than simply providing products or services to people. Companies have to embrace the idea of positively supporting and engaging with their communities. And social media platforms are the number one tool that can broadly help increase brand awareness.Ami Myrland is the Senior Vice President and Chief Financial Officer at the Capitol Bank, a locally-owned financial institution from Madison, Wisconsin. Ami is passionate about the banking industry. As CFO, she oversees accounting, finance, IT, HR, facilities, and project management at the Capitol Bank. In today's episode, she discusses her experience as a CFO and how she's been leveraging LinkedIn as a business development tool.In this episode, we discuss:- Why businesses need to focus on communities- How to leverage LinkedIn to develop your brand- How a CFO can build a successful working relationship with the CMO to increase brand awarenessLearn more about Marvin and Business Exit Stories Podcast:Ami Myrland's LinkedInCapitol Bank 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 SpotifyEpisode 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

Growth. It's the value most businesses focus on. Growing in numbers, increasing sales, expanding as quickly as possible. Companies set targets on achieving these goals. To successfully realize that, companies need to leverage their opportunities, manage risks, and focus on all aspects of their business, including finance, resources, innovation, culture, and people. Tom Fencl is the Chief Financial Officer at Pricefx, a provider of full suite price management and CPQ SaaS solutions. Today, he shares his expertise and insights from Pricefx on how companies can successfully apply specific tools, strategies, and policies to grow and expand their business.In this episode, we discuss:- How Pricefx grew from 74 to 400 employees- How a company can maintain processes and manage risks- Financial tools and tactics for growing a businessLearn more about Marvin and Business Exit Stories Podcast:Tom Fencl's LinkedInPricefx 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 SpotifyEpisode 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

Did you know that entrepreneurs often have to part with their businesses? And most of the time, it happens unexpectedly and forcefully, bringing lots of frustration and disappointment. To avoid that, entrepreneurs need to prepare for these moments. But do you know what those moments are and how to prepare for them?Many entrepreneurs have failed and had to pay for their mistakes. Wanting to help others avoid this and experience a positive exit, Marvin Storm launched The Business Exit Stories Podcast. The experts and consultants of this process share valuable insights on how an entrepreneur can prepare to exit from their business and not repeat others' mistakes.In this episode, we discuss:- Challenges That Business Owners Face- Why Unprepared Entrepreneurs Fail to Exit a Business- How to Prepare and Exit a Business SuccessfullyLearn more about Marvin and Business Exit Stories Podcast:Marvin Storm's LinkedInBusiness Exit Stories - Apple Podcast 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 SpotifyEpisode 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

Engagement, transparency, trust, and communication. Do these values sound familiar to you? Many businesses claim them as part of their culture, but not many follow them. And at the end, they wonder why people leave. Attracting and retaining talent has become more than a simple technical process. To get the best, you need to go beyond the common. How to do that? Our guest today reveals some valuable insights.Naveed Tejany is the CFO at OJO Labs. As CFO, Naveed oversees financial reporting, financial planning, corporate development, and business operations. Over the years, he has recruited top talent and established critical financial and human resource systems. Under his leadership, the company has raised over 130 million dollars in venture capital from top-tier mission-aligned investors. They have also successfully acquired and integrated four companies. When looking for investment partners, Naveed understands that raising capital from the right partner is critical.In this episode, we discuss:- OJO's distinctive business model- How to hire the best talent for each role- Insights on how to retain talent- The contribution of engagement and transparency in retaining talentLearn more about Naveed and OJO Labs:Naveed Tejany's LinkedInOJO Labs 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 SpotifyEpisode 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

These days we're collecting more data than ever. But the data itself is worthless without undertaking the necessary transformation to extract insights from that data. Many organizations fail in achieving that transformation for one reason or another. So, how do you become a successful data-driven organization?Chip Pate is the Chief Operating Officer and Chief Financial Officer at SecureLink. He has worked in a variety of financial and accounting roles. Chip started as a Financial Analyst at Applied Materials, moved to CompassLearning, and later was the Senior Director of financial planning and analysis at Websense. He then became Chief Financial Officer at PDI Software and eventually moved to his current role at SecureLink. In this episode, we discuss:- How the role of CFO has evolved over the last two decades- The core of a data-driven organization- How to overcome organizational resistance when applying dataLearn more about Chip and SecureLink:Chip Pate's LinkedInSecureLink'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 SpotifyEpisode 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

Good customer service is table stakes, and getting it wrong will likely cost you dearly in customer churn. As a CFO, you may not think this is an area that pertains to you, but creating a delightful experience for the customer begins with an attitude that permeates the entire organization starting at the top.April Downing is a seasoned financial and operational executive with over twenty years of experience for publicly and privately held technology, services, and consumer companies. As CFO of Khoros, April is responsible for leading Khoros’ global finance organization and supporting the company’s financial strength but also organic and inorganic growth.In this episode, we discuss:- What leads to a successful customer experience- The role of culture and leadership in delighting customers- Why a CFO needs to focus on a positive employee experienceLearn more about April and Khoros:April Downing's LinkedInKhoros'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 SpotifyEpisode 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