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CFO Weekly

Personiv

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.

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29 episodes
weekly
Avg 26 min
English

Episodes 29

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#0
Tuesday · 27 min
Greatest Hits: Why AI Still Feels Hard for Finance Teams
In this Greatest Hits episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to revisit why AI adoption in finance is fundamentally an architecture problem, not a model problem. Drawing on more than two decades of experience modernizing finance and accounting systems, Alex explores what it takes to build an AI-ready finance function, why real-time and auditable data matter, and how CFOs can embrace a more strategic role in the era of autonomous finance
#0
November 3 · 29 min
Greatest Hits: Building Leadership Through Community
In this Greatest Hits episode of CFO Weekly, Mark Dempster, Founder at The Circle by Founders Circle Capital, joins Megan Weis to explore why peer communities are essential to CFO leadership. Drawing on his experience building The Circle and supporting finance executives at venture-backed companies, Mark shares how vulnerability, peer support, and leadership development help CFOs navigate pre-IPO pressures and prepare for the demands of public company leadership.
#306
October 27 · 24 min
Where Automation Works and Human Judgment Still Matters
In this episode of CFO Weekly, Amy Wang, Chief Financial Officer at Procurify, joins Megan Weis to explore what AI in finance actually looks like inside mid-market companies, where automation adds real value, where human judgment still matters most, and how finance leaders can make smart technology decisions in a landscape that changes every six months. Drawing from her experience at PwC, Solium, Morgan Stanley, and Userful, Amy shares how CFOs can stay disciplined without becoming bureaucratic.
#305
October 20 · 20 min
Where AI Delivers for Finance Teams and Where Fundamentals Still Win
In this episode of CFO Weekly, James Vanreusel, Founder and CEO of Vanreusel Ventures, joins Megan Weis to explore where AI is genuinely improving forecasting, reporting, and analysis, and why fundamentals like pricing, margins, and unit economics still matter most, drawing on a career spanning Wall Street, microfinance, and more than a decade of fractional CFO work.
#304
October 13 · 23 min
Agentic AI Starts with the Process, Not the Technology
In this episode of CFO Weekly, Courtney Stoner, who has held executive leadership roles at Iron Mountain, GE Vernova, and GE Aerospace joins to discuss The CFOs playbook for Agentic AI & ROI. Drawing from a career spanning civil engineering, operations, M&A, and finance.
#303
October 6 · 21 min
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.
#302
September 29 · 28 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 archit
#301
September 22 · 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.
#300
September 15 · 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
#299
September 8 · 26 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.
#298
September 1 · 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.
#297
August 25 · 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
#296
August 18 · 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.
#295
August 11 · 34 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.
#294
August 4 · 20 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 o
#293
July 28 · 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 peo
#292
July 21 · 26 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 me
#291
July 14 · 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
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July 7 · 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.
#0
June 30 · 29 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.

Showing 1–20 of 29 episodes