CFO Weekly

In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO.
Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results.

In this episode, we discuss:

• How to adapt your leadership style to different industries
• The role of technology in driving financial performance and operational efficiency
• Balancing growth with maintaining financial discipline and long-term sustainability
• Key tips for seamless outsourcing and offshoring success
• Emerging trends that will impact the CFO role in the next five years

Learn more about Madhu:

• Madhu Jagannathan on LinkedIn
• Lob Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share.

Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024.
In this episode, we discuss:

• Challenges and opportunities in modern finance
• Blockchain and the evolution of financial institutions
• Balance sheets and digital assets
• The impact of decentralized finance on traditional banks
• Security and stability of financial digital assets
  
  

Learn more about Emmanuel:

• Emmanuel Daniel’s Website
• Emmanuel Daniel on LinkedIn
• Emmanuel Daniel on Facebook
• Emmanuel Daniel on Twitter
• Emmanuel Daniel on Instagram
• Emmanuel Daniel on YouTube
• TAB Global Website
• The Great Transition Book
• Wealth and Society Website
• The Asian Banker Website
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on how to follow, rate, and review CFO Weekly are here.

CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits.

Timothy is an Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning.
In this episode, we discuss:

• How communication drives financial performance across every role
• Effective communication tips between the finance and other departments
• How to manage financial communication during a crisis
• Secrets to simple, impactful communication

Learn more about Timothy:

• Timothy Dunbar on LinkedIn
• American Water Works Association Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way.

Before starting her career at LogicSource, Niki was a Controller at Title Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year.
In this episode, we discuss:

• What it takes to become an effective CFO
• How organizations can better support emerging female leaders
• What unique perspectives do younger female CFOs bring to financial leadership
• How to master work-life balance

Learn more about Niki:

• Niki Heim on LinkedIn
• LogicSource Website
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of remote work, and the future of work.

Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier.

In this episode, we discuss:

• 2024 workforce trends CFOs can't ignore
• How CFOs can simplify international hiring with ease
• Attracting and retaining Gen Z in the workplace
• The role of DEI in attracting Gen Z and driving profitability

Learn more about Sagar:

• Sagar Khatri on LinkedIn
• Multiplier Website
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic.
Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI.

In this episode, we discuss:

• How rebranding transformed Susan's approach to business and life
• Building a community centered around the concept of calm
• How to become a better financial advisor
• The importance of staying calm in business decision-making
• The CALMER framework for business success

Learn more about Susan:

• Susan Boles on LinkedIn
• Beyond Margins Website
• Beyond Margins Podcast

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on following, rating, and reviewing CFO Weekly are here.

CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI.

Melissa is a finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show.

In this episode, we discuss:

• Why technology isn’t always the answer to solving your problems
• How to choose scalable tools for your growing business
• The role of AI in shaping the future of finance
  
  Learn more about Melissa:
• Melissa Howatson on LinkedIn
• Vena Solutions Website
• The CFO Show Podcast
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also shares his insights on the evolving role of CFOs in healthcare.

David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan.
In this episode, we discuss:

• How healthcare organizations can save money by optimizing non-clinical spending
• Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system
• The importance of breaking healthcare silos to leverage non-clinical spending
• How to effectively manage change in healthcare spending

Learn more about David:

• David Kirshner on LinkedIn
• Janus Health Website
• LogicSource Website
• Waterstone Properties Group Website
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead.

Gabriel is an experienced business professional with a passion for leading high-performing teams. With over 15 years of experience in both in-market and corporate finance, he excels in financial planning and strategy, commercial finance, business partnering, supply finance, controlling, accounting, and treasury. Gabriel has spent over 7 years at Diageo in various roles and previously worked at RB.

In this episode, we discuss:

• The evolving role of finance leaders
• Key strategies for team success in fast-paced environments
• How finance professionals drive market expansion and revenue growth
• Challenges and opportunities for finance leaders in consumer goods
  
  

Learn more about Gabriel:

• Gabriel Teixeira on LinkedIn
• Diageo’s Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe.

Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.
In this episode, we discuss:

• US GAAP vs. IFRS
• How to prepare for an IPO
• The role of fractional chief accounting officers in accounting conversion projects
• The future of cross-border accounting

Learn more about Katrina:

• Katrina Nacci’s Website
• Katrina Nacci on LinkedIn
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on following, rating, and reviewing CFO Weekly are here.CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council


Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel 

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest