CFO Weekly

Check out all the episodes of leading financial podcast, CFO Weekly, presented by Personiv and hosted by Megan Weis.

  • Why Every Business Owner Needs to Have an Exit Strategy

    Why Every Business Owner Needs to Have an Exit Strategy

    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.

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  • How to Become a Successful Data-Driven Organization w/ Chip Pate | Video Episode 6829:51

    How to Become a Successful Data-Driven Organization w/ Chip Pate | Video Episode 68

    How do you become a successful data-driven organization? 💁‍♀️Our guest, Chip Pate, COO & CFO at SecureLink, shares insights on how organizations can successfully apply data to improve their business.

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  • Being People-Focused in a Numbers-Oriented World w/ April Downing | Video Episode 6743:57

    Being People-Focused in a Numbers-Oriented World w/ April Downing | Video Episode 67

    Why does a CFO need to focus on a positive employee experience and delighting customers? 💁‍♀️ Our guest, April Downing, the Chief Financial Officer at Khoros, shares her thoughts.

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  • How to Become a Successful Data-Driven Organization

    How to Become a Successful Data-Driven Organization

    These days we're collecting more data than ever. But many organizations fail in achieving data transformation. So, how do you build a successful data-driven organization culture? Read on.

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  • What Does a Successful IPO Process Look Like? w/ Tyler Sloat | Video Episode 6628:33

    What Does a Successful IPO Process Look Like? w/ Tyler Sloat | Video Episode 66

    How can a software company reach success in today's market without losing its core vision and principles? Our guest, Tyler Sloat, the Chief Financial Officer at Freshworks, shares his experience.

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  • Focus on Numbers and People to Drive a Successful Business

    Focus on Numbers and People to Drive a Successful Business

    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. Learn more.

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  • The Incalculable Benefits of Servant Leadership w/ Dave Sackett | Video Episode 6520:22

    The Incalculable Benefits of Servant Leadership w/ Dave Sackett | Video Episode 65

    The term “servant leader” has been around for a long time, but it’s just finally starting to really take hold in the United States. Learn more about the concept.

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  • SPACs & The Future of the Finance Function w/ Drew Hamer | Video Episode 6432:16

    SPACs & The Future of the Finance Function w/ Drew Hamer | Video Episode 64

    SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind

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  • How to Lead Your Business Through a Successful IPO

    How to Lead Your Business Through a Successful IPO

    How can a software company reach success in today's market without losing its core vision? When is the right timing to take your business to an IPO? And what makes a successful IPO anyways? learn more

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  • The Importance of Servant Leadership

    The Importance of Servant Leadership

    The term “servant leadership” has emerged in the last couple of years, but the core ideas that make up servant leadership—empathy, empowerment, sharing responsibility—have been around for a while.

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  • Business Automation: Love It or Hate It, You Need to Learn It w/ Max Gray | Video Episode 6327:22

    Business Automation: Love It or Hate It, You Need to Learn It w/ Max Gray | Video Episode 63

    Automation has the power to free us up from menial repetitive tasks. The last thing you want is someone on your team spending hours pulling data that could take seconds or a minute to pull. Read more.

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  • SPACs & The Future of the Finance Function

    SPACs & The Future of the Finance Function

    SPACs provide companies with another tool to ensure future liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to know.

    Read Article
  • What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz | Video Episode 6244:53

    What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz | Video Episode 62

    In the corporate world, few things will produce as much culture shock as moving from a Fortune 500 company to a startup. But that’s exactly what Joel Krutz did. Read more about his journey...

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  • The Benefits of Automation: When (& When Not) To Automate

    The Benefits of Automation: When (& When Not) To Automate

    Automation has the power to free us up from being stuck on menial repetitive tasks and do what we were hired to do. But without knowing when to automate, you risk wasting even more time. learn more.

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  • The Evolution of the CFO Role w/ Rick Smith | Video Episode 6145:50

    The Evolution of the CFO Role w/ Rick Smith | Video Episode 61

    The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too.

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  • What It Takes to Be a Sustainable Startup CFO

    What It Takes to Be a Sustainable Startup CFO

    Imagine you’ve spent the better part of two decades as a CFO at one of the largest companies in the world. Then, you find a great opportunity in a startup. Learn more.

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  • What It Takes to Be a CFO w/ Zach Howard | Video Episode 6028:20

    What It Takes to Be a CFO w/ Zach Howard | Video Episode 60

    Becoming a CFO takes a lot of hard work and dedication. And for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career.

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  • The Progression of the CFO Role

    The Progression of the CFO Role

    The CFO role is one marked by constant progression. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too.

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  • What It Takes to Be a Modern CFO

    What It Takes to Be a Modern CFO

    Becoming a CFO takes a lot of hard work and dedication — and for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career.

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  • How to Sell Your Business w/ Michelle Seiler Tucker | Video Episode 5956:40

    How to Sell Your Business w/ Michelle Seiler Tucker | Video Episode 59

    80% of businesses fail to ever sell their business. For the 20% who do succeed, it takes a lot of planning. Learn how to sell your business and everything you need to know to do it successfully.

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