CFO Weekly

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

  • The Present Role of the CFO

    The Present Role of the CFO

    Chris Caprio, the CFO at Focus Technology, joins us in the next episode of the CFO podcast. Chris has experience across various operations, including finance, and more in various industries.

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  • Leveraging Accounting Data Analytics Software W/ Benjamin Taylor | Video Episode 7422:02

    Leveraging Accounting Data Analytics Software W/ Benjamin Taylor | Video Episode 74

    How to efficiently manage critical financial data? Our guest, Ben Taylor, CEO, and Co-Founder of SoftLedger shares information on how organizations can leverage new financial opportunities.

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  • Deciding Between SPAC IPO Versus Traditional IPO

    Deciding Between SPAC IPO Versus Traditional IPO

    Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast to talk about SPAC IPO versus traditional IPO.

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  • Remote Accounting Management in High-Growing Companies w/ Ken Kaufman | Video Episode 7336:31

    Remote Accounting Management in High-Growing Companies w/ Ken Kaufman | Video Episode 73

    How to efficiently manage a remote finance team? Our guest, Ken Kaufman, the CFO at Community Dental Partners, shares insights & tips to efficiently manage virtual teams across the globe.

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  • Increasing Brand Awareness with Ami Myrland | Video Episode 7235:00

    Increasing Brand Awareness with Ami Myrland | Video Episode 72

    How can a CFO leverage LinkedIn to increase brand awareness? Our guest, Ami Myrland, the Senior VP & CFO at the Capitol Bank, discusses her experience and the tools to use to increase brand awareness.

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  • Leveraging Real-Time Financial Data Software

    Leveraging Real-Time Financial Data Software

    With the right tools and expertise, organizations can leverage new opportunities and take their businesses to the next level. Learn about managing critical financial data and API-driven accounting.

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  • Remote Financial Management in High-Growing Companies

    Remote Financial Management in High-Growing Companies

    In the present business market, finances & creativity come hand-in-hand. Learn how a CFO successfully applies original methods of managing financial teams or getting investment for his companny.

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  • Driving Strategic Value for Business Expansion w/ Tom Fencl | Video Episode 7132:18

    Driving Strategic Value for Business Expansion w/ Tom Fencl | Video Episode 71

    How to drive strategic value for business growth? Our guest, Tom Fencl, Chief Financial Officer at Pricefx, shares insights on how companies can successfully apply specific strategies to grow.

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  • Why Every Business Owner Needs an Exit Strategy | Video Episode 7043:25

    Why Every Business Owner Needs an Exit Strategy | Video Episode 70

    How can a business owner prepare for a successful business exit? Our guest, Marvin L. Storm, CFE, the Host of The Business Exit Stories Podcast, shares some valuable insights & tips into this topic.

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  • Increasing Brand Awareness

    Increasing Brand Awareness

    Companies have to embrace the idea of positively supporting and engaging with their communities, but why would organizations need to become more community-focused? keep on reading.

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  • How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany | Video Episode 6944:49

    How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany | Video Episode 69

    How do you attract and retain the best and brightest talent? Our guest, Naveed Tejany, CFO at OJO Labs, shares insights on OJO’s best practices to make sure they hire the best talent for each role.

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  • 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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