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CFO Weekly episodes

  • 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 genuinely adds value, and where human judgment still matters most. Amy brings a career that spans PwC, Solium, Morgan Stanley, Userful, and now Procurify, an AI-enhanced spend management platform built for mid-market organizations.


    With firsthand experience across audit, high-growth SaaS, fintech, and capital markets, Amy has seen finance from the auditor's chair, the scale-up, the enterprise, and now the CFO seat, where she oversees finance, people operations, legal, IT, and procurement. She shares why mid-market teams are moving faster on AI than their enterprise counterparts, how to separate real solutions from flashy demos, and why the CFO of the next two to three years will look less like a record keeper and more like a value architect.


    What You'll Learn:
    • Why mid-market companies are adopting AI faster than the enterprise
    • How to separate genuinely useful AI applications from vendor hype
    • Where humans must stay in the loop, and where AI earns its place
    • How AI is changing entry-level finance roles and how learning must adapt
    • A simple three-question test for evaluating any new AI tool
    • How AI is shifting finance from gatekeeper to strategic partner
    • What the CFO role will look like over the next two to three years


    Learn More About Amy:
    • Amy Wang on LinkedIn
    • Procurify 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    25 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, where the hype gets ahead of reality, and why fundamentals like pricing, margins, liquidity, and unit economics still matter more than many founders want to admit. James brings a career that spans Wall Street institutional equity sales, microfinance, and more than a decade of fractional CFO work with VC-backed companies and international nonprofits.


    Having served as the full-time CFO of a microfinance bank in Samoa before moving to San Francisco to launch his corporate finance consultancy, James has seen financial sophistication from both ends of the spectrum. He shares how his team uses AI to do higher quality work faster, why experienced judgment is still the filter that matters most, and how to tell a tool that solves a real business problem from the latest shiny object. He also explains why every financial decision comes back to return on investment and what the CFO role will look like over the next three to five years.


    What You’ll Learn:
    • Where AI is creating better outcomes in modeling, the accounting close, and forecasting
    • Why AI can create a false sense of precision without experienced human review
    • How to evaluate AI-native finance tools against established software that is adding AI
    • Why pricing, gross margin, and unit economics still matter in an AI-heavy environment
    • How to find low-hanging fruit when an income statement has become bloated
    • Why the CFO role will stay strategic and cross-functional


    Learn More About James:
    • James Vanreusel on LinkedIn
    • Vanreusel Ventures 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    21 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.

    With a foundation built as an operational forecast analyst and a three-year stint as a technical auditor, Courtney has spent her career connecting how a business runs with how it creates financial value. She shares a practical framework for evaluating AI use cases, explains where agentic AI can run on its own and where human judgment must stay in the loop, and unpacks the metrics CFOs should track beyond hours saved. She also covers how to redesign controls for an agentic world, how to keep AI from becoming a black box, and why a messy data foundation is no reason to sit on the sidelines.


    What You'll Learn:
    • Why process re-engineering must come before any technology decision
    • How to evaluate AI use cases with a diagnostic that ties directly to revenue or EBITDA
    • Where agentic AI works best in shared services, and where to stay cautious
    • The ROI metrics that matter beyond hours saved and headcount avoided
    • How to design controls, audit plans, and oversight for AI agents
    • How to start with AI when your data foundation isn't perfect
    • Why every finance leader needs to become a student again


    Learn More About Courtney:
    • Courtney Stoner 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    24 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 accountants remain among the most trusted business advisors and how finance leaders build credibility through sound judgment rather than technical expertise alone. Kerrie brings a career built around strengthening financial controls, improving reporting, and leading high-performing accounting teams through periods of growth and change.

    With more than eight years of experience hiring and developing accountants, and having advised organizations on accounting structure and process improvement, Kerrie shares how she turned the lesson “compliance asks whether we followed the steps, judgment asks whether the result makes sense” into a leadership philosophy. She also serves on the board of a nonprofit supporting adults with multiple disabilities, where financial stewardship and governance are equally critical. She unpacks how to build confidence in newer accountants, why AI can inform decisions but never own them, how to communicate an unpopular judgment call, and why the human element is becoming even more valuable in an AI-enabled world.

    What You’ll Learn:
    • The difference between compliance and professional judgment, and why it matters
    • How to help new accountants move beyond checklists and trust their own analysis
    • Which aspects of judgment will remain uniquely human as AI becomes more capable
    • How finance leaders can use AI as a decision support tool without surrendering accountability
    • How to communicate a difficult judgment call when stakeholders are likely to disagree
    • What behaviors consistently build trust between finance leaders and the rest of the organization
    • How the CFO and controller roles will evolve over the next three to five years

    Learn More About Kerrie:
    • Kerrie Jones on LinkedIn
    • Peak Living 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    22 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 why the finance seat is evolving from scorekeeper and controller into what Shirley calls the “decision architect” of the organization. Shirley is a finance leader with two decades of experience helping organizations navigate complexity, transformation, and growth. With credentials as a CPA, CFA, and MBA, she has built her career at the intersection of finance, operations, governance, and strategy, partnering with executive teams and boards to build scalable financial infrastructure, strengthen decision making, and create long-term value.

    Drawing on a career that spans the energy sector, an entrepreneurship-focused MBA at Durham University Business School, a fractional CFO and strategy consulting practice, and finance leadership at a global donor-advised fund foundation, Shirley shares how she now applies that experience to public finance at HART. She unpacks her framework for evaluating organizational capacity, why she reframes finance's role from gatekeeper to system thinker, how governance can accelerate rather than slow decision making, and what mindset the CFO of the future will need.


    What You'll Learn:

    • Why the CFO role is evolving from financial operator to decision architect

    • How to evaluate an organization's true capacity to execute its strategy

    • A framework for classifying constraints as hard, policy, or preference

    • Why an action-biased mindset produces better decisions under uncertainty

    • How grassroots AI literacy programs build trust and adoption across teams

    • Why system thinking will separate strategic CFOs from financial operators

    • What the CFO role will look like in the next two to three years



    Learn More About Shirley:

    • Shirley Shu-Hurley on LinkedIn

    • Hillsborough Transit Authority (HART) 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    29 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 unpack how the CPA designation can become a launchpad for strategic business leadership rather than a lifelong ticket to the back office. John brings a career built across Fortune 500 rotational programs, regional public accounting, and FP&A leadership before landing at The Armstrong Company, a family-held, fourth-generation moving and storage business with roots stretching back to 1957.

    With hands-on experience in lease accounting, financial reporting, M&A due diligence, and finance modernization, John shares how he approaches transforming a decentralized, founder-led finance function into a scalable, data-driven operation. He unpacks the cultural growing pains that hit middle-market companies as they scale, the warning signs that a process has been outgrown, and why he believes the traditional linear path from accountant to controller to CFO is being disrupted by FP&A and cross-functional business partnership.


    What You'll Learn:
    • Why the CPA designation opens doors far beyond traditional accounting and auditing
    • The biggest cultural and operational growing pains middle-market companies face as they scale
    • How to know when a finance process has been outgrown and needs to change
    • Where to start when transforming or centralizing a finance function
    • How a CPA background helps uncover risks that others miss during M&A due diligence
    • How to balance strong financial controls with the flexibility middle-market businesses need to grow
    • How the CFO and CAO roles will evolve over the next three to five years


    Learn More About John:
    • John Wise on LinkedIn
    • The Armstrong Company 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    31 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 unpack why AI adoption in finance comes down to one deceptively simple question: what decision does this actually change? Mark brings more than twenty-five years of finance leadership across technology, health care, retail, and high-growth companies, including scaling Gopuff's finance function through 1,200% revenue growth and a 25x valuation increase, guiding Medical Guardian through a $200 million acquisition, and now sitting at the intersection of finance, robotics, and AI at Burro, an outdoor autonomous robotics company tackling the $2 trillion global labor shortage.

    With a career that spans a startup's full life cycle, from IPO to bankruptcy at Zany Brainy, to hyper-scaling a delivery unicorn, to now translating terabytes of robot telemetry into financial decisions, Mark shares how CFOs can separate genuine AI value from hype, why the finance function is inheriting data ownership from IT, and how disciplined intuition, not just dashboards, still drives the best calls in the room.

    What You'll Learn:
    • Why AI adoption in finance is genuinely different this time, not just another hype cycle
    • The single litmus test Mark uses to evaluate every AI investment
    • Why data ownership is shifting from IT to finance, and what that means for the CFO
    • How operational data from autonomous robots becomes a financial metric
    • Why intuition and data need to coexist, not compete, in a data-driven culture
    • How the CFO role evolves from historian to copilot over the next five to ten years


    Learn More About Mark:
    • Mark Gaudiosi on LinkedIn
    • Burro 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    29 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 increasingly becoming CFO problems, not just technology problems, and how finance leaders can evaluate AI investments, manage pricing uncertainty, and tie adoption to measurable business value. Mike brings more than thirty years of executive leadership experience across professional associations, certification, and higher education, including a decade of leadership roles at the Project Management Institute (PMI), before joining IMA in 2023.

    Drawing on IMA's own research into AI adoption among finance professionals, Mike shares why so many CFOs still don't trust their own data, how AI amplifies a broken process instead of fixing it, and why starting small and proving value beats waiting for a perfect deployment. He also unpacks the governance structures forward-thinking finance teams are building around AI and explains how the CFO role is expanding well beyond the traditional scorekeeper function.

    What You'll Learn:
    • Why evaluating AI cost and ROI is uniquely challenging compared to other technology investments
    • How finance's AI adoption has accelerated from early skepticism to mainstream deployment
    • Why 37% of CFOs say they don't trust their own data, and what that means for AI readiness
    • How to measure the real business value of AI beyond productivity and vendor promises
    • Why AI governance belongs in the boardroom and in a dedicated AI center of excellence
    • How the CFO role is evolving into a broader enterprise leadership function over the next three to five years


    Learn More About Mike:
    • Mike DePrisco on LinkedIn
    • IMA (Institute of Management Accountants) 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    27 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 unpack what it actually takes to build an AI-native finance operating model, and why bolting AI tools onto broken processes is the fastest way to fail. Bojan brings a rare, non-linear path into finance, starting with a law degree and a master's in international law before an operations management course at Wharton pulled him toward treasury, M&A integration, and enterprise finance transformation.

    Bojan has led multibillion-dollar restructurings, post-merger integrations, and ERP transformations including SAP S/4HANA, Oracle Fusion, and Kyriba. He is the author of Treasury 2.0: Future-Proofing Finance with AI, built around his own D.A.S.H. framework: Digitize, Automate, Streamline, Harness AI. In this conversation, he explains why finance's real opportunity with AI isn't speed, it's turning finance from a backward-looking reporting function into a forward-looking decision engine, and why the failures of AI adoption are far quieter and more expensive than the failures of a bad ERP rollout.


    What You'll Learn:
    • Why an AI-native finance operating model is built differently than one with AI tools bolted on
    • The D.A.S.H. framework for digitizing, automating, streamlining, and harnessing AI in treasury
    • Where AI genuinely improves forecasting and scenario planning, and where human judgment must stay in control
    • What separates organizations that truly operationalize AI from those stuck running endless pilots
    • Why AI failures in finance are silent, and how strong data discipline prevents them
    • How AI is reshaping treasury's role in enterprise decision-making
    • The skills finance leaders will need most over the next three to five years


    Learn More About Bojan:
    • Bojan Belejkovski on LinkedIn
    • Treasury 2.0: Future-Proofing Finance with AI (Book)
    • Voltava 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    27 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. Jessica is a finance transformation leader with more than 20 years of experience helping organizations build scalable finance operations across revenue, lead to cash, and record to report processes. Throughout her career, she has led enterprise-wide transformation initiatives, modernized finance systems, strengthened governance, and helped high-growth organizations scale while maintaining strong controls and compliance.

    Jessica unpacks why the biggest constraint to scaling finance is rarely headcount and almost always the operating model itself. She shares the early warning signs that a finance organization has outgrown its current design, the right sequence for tackling people, process, technology, and governance, and why she would refuse to build an organization where people are the integration layer between systems. She also explores how finance can build compliance into the business rather than bolt it on, and what the best CFOs and Chief Accounting Officers will spend their time on as automation takes over the transactional work.

    What You'll Learn:
    • Why the biggest constraint to scaling finance is the operating model, not headcount
    • The early warning signs that a finance organization has outgrown its current design
    • The right sequence for tackling people, process, technology, and governance
    • Why automating a broken process just makes the wrong process faster
    • How to build compliance into the business instead of bolting it on
    • What the best CFOs and Chief Accounting Officers will spend their time on next

    Learn More About Jessica:
    • Jessica Trimmer on LinkedIn
    • Intapp 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.
    Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

    Check out some of our most recent episodes:
    • Driving Value Beyond Finance with Tom McDermott
    • Why CFOs Are the Chief Everything Officers with Claire Bramley
    • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
    • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
    • What Lights You Up? with Jordan Grumet
    • Become a Lean Six Sigma Master Black Belt with William Washington

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

    CFO Weekly is handcrafted by our friends over at: fame.so
    24 min

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