CFO Weekly

What comes to mind when you think about the IRS? For most people there’s a mild panic that only gets worse with every new phone call, letter, or email received from them. This is why we’ve asked Charley Devany, Fractional CFO & Tax Consultant, to join us once more. Since his last visit for our 16th episode, the US tax environment has endured a few changes, which we’re discussing today: The frustrating side of tax How COVID-19 affected taxation How people get in trouble with the IRS What are your options for clearing your name? Check out these resources we mentioned during the podcast: Charley’s LinkedIn profile For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

There are virtual services, and there’s outsourcing. And then there’s outsourced virtual accounting services that blend together every good thing about finding the right person for the right job. Plot twist! This week we’re chatting to one of our own: Matt Wood, VP of Client Services, right here at Personiv. Get ready, folks, this episode will shake up the way you think about outsourcing. What we talked about: - Virtual accounting talent and support - When to outsource what, and why. - Where does technology fit in? - Matt’s advice for when you’re considering your options. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

Controls are necessary for managing both the good and tough times in business. They’re probably more necessary during the good times. Chris Daniels, CFO at OrcaSmart Group Inc., knows this better than most people, which is why we’re asking him to share his experiences on this week’s episode of CFO Weekly. What we talked about: - Chris’s career and the greatest challenges and lessons from it - Is growth more challenging than the tough times? - Understanding people - Finding the right fit For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

Problem-solving is a critical skill that can always be improved upon. Master problem-solver and CFO at Musselman & Hall Contractors LLC, Adam Porter, shares his insight and experience with us in the latest episode of CFO Weekly. What we talked about: - What makes a great problem-solver? - Problem-solving in action: people and processes - Solving the real issues, not just the symptoms - Dealing with organizational resistance Check out these resources we mentioned during the podcast: - Adam’s LinkedIn profile - Musselman & Hall Contractors’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

Mixed use buildings are changing the way we interact with each other. They’re also changing the way buildings are financed, leased, transferred, repurposed, and sold. Katherine Jackson, Vice President of Accounting for Bayer Properties, shares property accounting insights for you to take advantage of in the latest episode of CFO Weekly. What we talked about: - Bayer’s latest projects and their financial approach to property development - Opportunities and challenges within property accounting - Finding the right people for the job - How real estate is changing Check out these resources we mentioned during the podcast: - Sidewalk Film Festival - Katherine’s LinkedIn profile - Bayer Properties’ website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

For a lot of people, the idea of working in another country is an enticing one. The chance to travel, experience new things, and do meaningful work abroad is an appealing one. But being an expatriate isn’t without its challenges. On this episode of CFO Weekly, we talk with John Kramer. John is the Chief Financial Officer of BCC Engineering, and has experience working in Indonesia, Argentina, Panama, India, Saudi Arabia, Puerto Rico, and the United States. And he had a lot to say about: - The pros and cons of expatriate work - Overcoming cultural barriers in the professional world - Hiring and leading a multinational team with competing cultural differences - Advice for those looking to land an expatriate role 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 Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.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

It’s not always easy to lead a business through hyper-growth. We called in Flipp CFO, Victor Wong, to share his own experience and of course his key tips for you to use to your advantage. What we talked about: - You don’t need everything figured out when you’re just starting up - Structures, processes, outsourcing and time management - How to manage uncertainty in a hyper-growth environment Check out these resources we mentioned during the podcast: - Victor’s LinkedIn profile - Flipp’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

Challenge. Design. Execute. You need all 3 to be an iconoclast. In the latest episode of CFO Weekly, Professional Iconoclast and Founder and CEO of Accounting Seed, Tony Zorc, joins us for a riveting discussion about iconoclasm. What we talked about: - What does it mean to be an iconoclast, and how do you become one? - The iconoclast formula, and how entrepreneurs can apply it. - Are iconoclasts always entrepreneurs, inventors or philanthropists? Check out these resources we mentioned during the podcast: - Tony’s LinkedIn profile - Accounting Seed’s website - Iconoclasm: A Survival Guide in the Post-Pandemic Economy (book by Tony) - Tony’s website For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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

How often should you readjust budgets? What’s the best way to set a budget? How far out should you forecast a budget? Who all should be involved in the budgeting process? If you’ve ever stopped and asked yourself any of these questions, you’re not alone. Particularly if you’re the CFO or a finance professional in the SaaS industry. Thankfully, on this episode of CFO Weekly, we got a chance to sit down with Clint Jackson. Clint is the Chief Financial Officer at BombBomb, a SaaS company that enables anyone, but primarily sales professionals, to record, send, and track video messages. Our conversation centered all around ways that SaaS companies get the budgeting process wrong, the steps they take at BombBomb to set the revenue portion of the budget, and advice for companies looking to break down their budgeting silos. 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 Listening on a desktop & can’t see the links? Just search for “CFO Weekly” in your favorite podcast player.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

Change is constant, and it’s tough to decide where the energy in your business is best spent. That’s why we sat down to discuss strategic investment and change management with Magdalena Cleveland, VP of Accounting and Finance at BLVCKDOT LLC. What we talked about: - Magdalena’s career journey and what BLVCKDOT has to offer - Why you shouldn’t change more than one major system at a time - Is the five-year-plan still a relevant question? - Magdalena’s learnings through seeking operational improvements - Deciding which projects deserve investment, and why automation isn’t always the answer - Pulling in the right people and overcoming resistance Check out these resources we mentioned during the podcast: - Magdalena’s LinkedIn profile - BLVCKDOT LLC’s website - Personiv’s website - Domo (analytics platform) - Tableau (analytics platform) - Power BI by Microsoft For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player Listening on a desktop & can’t see the links? Just search for CFO Weekly in your favorite podcast player.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