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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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  • 25 episodes
  • weekly
  • Avg 26 min
  • English

Episodes 25

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  • #287
    May 26 · 26 min

    The CFO as Chief Data Officer

    In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become the defining responsibility of the modern CFO. Drawing from her time at Spanx, her experience building data infrastructure from scratch at a fast-growing startup, and her current work scaling a two-hundred-year-old brand into a data-driven organization.

  • #286
    May 19 · 27 min

    Why AI Still Feels Hard for Finance Teams

    In this episode of CFO Weekly, Alex Curran, Chief Executive Officer at Aptitude Software, joins Megan Weis to explore why AI adoption in finance is fundamentally an architecture problem, how a new category of AI-native finance ERP is emerging to close the gap between AI ambition and data reality, and what CFOs must do now to become truly AI-ready, drawing from over two decades of experience implementing finance and accounting systems for some of the world’s largest and most complex organizations

  • #285
    May 12 · 29 min

    The Rise of AI-Driven Finance Teams

    In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College.

  • #284
    May 5 · 30 min

    AI Adoption in Finance: What CFOs Get Wrong (And How to Do It Right)

    In this episode of CFO Weekly, Ashok Manthena, CFO and Chief Finance AI Officer at ChatFin, joins Megan Weis to explore what practical AI adoption inside finance functions really looks like, drawing from his experience working with CFOs across FP&A, treasury, tax, and controllership to automate manual work, improve decision-making, and unlock productivity through AI long before ChatGPT made the topic mainstream.

  • #0
    April 28 · 29 min

    Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze

    In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand.

Showing 21–25 of 25 episodes