In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025.
Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard.In this episode, we discuss:

• The evolution of the CFO role from traditional financial steward to strategic business partner
• What are the critical components of modernizing finance functions
• How CFOs can leverage data analytics and storytelling to drive better decision-making
• CFO's expanding role in driving company-wide alignment and growth

Learn more about Jim:

• Jim Benson on LinkedIn
• Dynatrace 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
  
  

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

In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation while operating in dual leadership roles. John brings unique insights from his distinguished career holding finance leadership positions at prominent companies like Bill.com and Adobe, where he mastered the intersection of financial strategy and product development.
With his extensive background spanning corporate finance, mergers and acquisitions, business development, and pricing strategy, John shares how finance leaders can evolve from transactional gatekeepers to strategic partners who drive cross-functional value. Currently serving as both CEO and CFO at Campfire, John oversees the development of an AI-native ERP platform that helps finance teams automate repetitive work and focus on strategic initiatives, having raised over $100 million primarily from Excel.


What You'll Learn:

• Why CFOs must evolve their focus at each funding stage from seed to Series B and beyond
• How to balance customer-driven product demands with cost discipline for scalable growth
• The critical frameworks for evaluating product priorities through financial signals
• Strategies for building financial infrastructure without overinvesting too early
• How AI and automation enable finance teams to shift from transactional to strategic work
• The importance of cross-functional collaboration in maximizing shareholder value

Learn more about John:

• John Glasgow on LinkedIn
• Campfire 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

In this episode of CFO Weekly, Dan Wheadon, Partner and Advisory Leader at Cherry Bekaert and leader of their CFO Advisory Practice, joins Megan Weis to explore how modernizing finance operations can unlock a company's potential, transforming the function from a back office support role into a true driver of performance, insight, and innovation.
Dan draws on over twenty-five years of strategy and management consulting experience, advising C-suite executives on solving complex strategic, financial, operational, and technological challenges. He shares practical, three-step guidance for CFOs in the middle market to start small, drive continuous improvement, and prepare their organizations for rapid growth.


What You'll Learn:

• Why the finance function must move from backwards-looking reporting to forward-looking strategic decision support.
• The three-step approach to modernizing finance, starting with fixing the close and building FP&A capability.
• How to balance digital transformation with practicality by focusing on measurable outcomes and ROI.
• The challenge of the CFO as the data steward and the critical need for timely, accurate, and complete information.
• How to build a continuous improvement culture by converging financial and technological skills.
• The future of the CFO role as it becomes more focused on strategic decision support and the convergence of finance and technology.

Learn more about Dan:

• Dan Wheadon on LinkedIn 
• Cherry Bekaert 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

In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to real-time, AI-powered forecasting systems. Siqi brings unique insights as a serial entrepreneur and former CEO at Sandbox VR, where, during COVID-19, he experienced firsthand the painful inadequacy of traditional planning tools when rapid scenario planning became critical for survival.


With his extensive background spanning founder, CEO, product leader, and now CFO roles, Siqi shares how finance teams can leverage technology to automate data integration, implement real-time forecasting, and build systems that make financial intelligence accessible across entire organizations. Currently serving as CEO & CFO of Runway, Siqi oversees the development of connected financial systems that help companies transition from months-long implementation cycles to getting up and running in six weeks or less, with integrations to nearly 800 data sources.


What You'll Learn:

• Why traditional FP&A platforms create new problems while solving old ones
• How to connect operational intent with financial outcomes for the first time
• The critical role of flexibility in building finance systems that teams actually trust
• Strategies for making financial models accessible to non-finance stakeholders
• How connected data systems transform the CFO from controller to strategic partner
• The future of the CFO role as it becomes more technical and strategic

Learn more about Siqi:

• Siqi Chen on LinkedIn
• Runway 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

In this episode of CFO Weekly, Jacob Moelter, Chief Operating Officer and Chief Financial Officer at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever. Jacob brings extensive experience in finance and operations across public and private companies, with a deep background in investor relations, FP&A, and outsourcing services.


With his unique perspective on connecting financial metrics to customer outcomes, Jacob shares how finance leaders can leverage data to drive retention, improve unit economics, and design hybrid AI-human service models that balance efficiency with empathy. Currently serving as COO and CFO at SupportNinja, Jacob oversees the strategic evolution of omnichannel support solutions that help fast-growing companies elevate their customer experience while driving measurable financial returns.


What You'll Learn:

• Why CFOs must view customer experience as a revenue driver rather than just a cost center
• How to quantify the ROI of CX investments using unit economics and customer journey analysis
• Strategies for designing hybrid AI-human service models that optimize both efficiency and empathy
• The critical metrics CFOs should track to connect CX improvements to financial performance
• How AI is creating a skills premium for human agents rather than replacing them
• The future of the CFO role as architect of growth, experience, and organizational design

Learn more about Jacob:

• Jacob Moelter on LinkedIn
• SupportNinja 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

In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance innovation with security in the age of AI. Tony brings extensive experience from his career at Ernst & Young and his progression through multiple leadership roles at Gigamon, where he witnessed firsthand the critical intersection of financial operations and cybersecurity.


With his deep background in revenue operations, controllership, and financial reporting, Tony shares how finance and security leaders can work together to evaluate AI investments, implement enterprise-wide solutions, and build frameworks that drive innovation while maintaining robust controls. Currently serving as CFO at Gigamon, Tony oversees the strategic alignment between finance and IT security to ensure both operational efficiency and risk mitigation.


What You'll Learn:

• Why the CFO-CISO partnership is critical for modern enterprise resilience
• How to balance rapid AI innovation with strong security controls
• Strategies for evaluating and implementing enterprise-wide AI solutions
• The role of cultural changes in building trust between finance and security teams
• How to assess cyber risk and brand reputation exposure in investment decisions
• Best practices for AI governance and data quality in LLM implementations

Learn more about Tony:

• Tony Jarjoura on LinkedIn
• Gigamon 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

In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is revolutionizing the CFO's role from financial overseer to business architect. Jason brings over twenty years of experience spanning public accounting at PricewaterhouseCoopers, seven years on Wall Street, and a decade leading finance at private equity and venture-backed technology companies.


With his deep background in enterprise technology and firsthand experience implementing AI solutions at Xactly Corp, Jason shares how finance leaders can leverage Agentic AI to transform core business processes, eliminate functional silos, and architect entirely new business models. Currently serving as CFO of Xactly Corp, a Vista Equity portfolio company, Jason oversees the deployment of AI-native solutions across finance, sales, and operations while maintaining rigorous governance standards.


What You'll Learn:

• How Agentic AI differs from traditional automation and RPA technologies
• Why CFOs must evolve from financial oversight to business architecture
• The critical governance and compliance considerations for AI deployment
• Strategies for quantifying ROI when technology is rapidly evolving
• How AI is blurring the lines between finance, sales, and revenue operations
• The importance of compassion and coaching as business models transform

Learn more about Jason:

• Jason Godley on LinkedIn
• Xactly Corp 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

In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are evolving from traditional financial oversight to strategic leadership partners who craft compelling financial narratives that drive business growth. Matt brings extensive experience scaling companies across different industries, with deep expertise in financial automation and operational excellence.


With his background spanning audit, private equity-backed businesses, and board-level strategic planning, Matt shares how finance leaders can move beyond reporting numbers to become integral drivers of business strategy. Currently serving as CFO at PairSoft, Matt oversees financial operations for one of the strongest financial automation platforms serving mid-market and enterprise organizations, with solutions that integrate natively with major ERP systems, including Microsoft Dynamics, Oracle NetSuite, and Sage Intacct.


What You'll Learn:

• Why CFOs must transition from diagnostics to strategic decision-making partners
• How to craft financial narratives that speak to operational metrics, not just numbers
• The critical role of financial automation in supporting rapid scalability
• Strategies for balancing financial controls with business agility during growth phases
• How to foster cross-functional collaboration that aligns financial planning with business goals
• The evolution of the CFO role from startup through enterprise maturity

Learn more about Matt:

• Matt Collis on LinkedIn
• PairSoft 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

In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning and strategic decision-making through AI-powered scenario modeling and connected enterprise planning. Hemant brings a unique blend of engineering precision and financial acumen, having started his career as an electrical engineer at GE before transitioning into finance leadership roles.

With over 30 years of experience across public and private companies, including CFO positions at Sirius Computer Solutions, Markandy Inc., and MEMC SunEdison Semiconductor, Hemant shares how finance teams can leverage AI to accelerate decision-making, eliminate organizational buffers, and build resilient planning systems. Currently serving as CFO of Anaplan, an enterprise decision-making platform, Hemant oversees traditional finance functions while helping CFO customers deliver outsized business outcomes through connected planning across finance, supply chain, sales, and workforce domains.


What You'll Learn:

• Why traditional financial modeling is insufficient for today's dynamic business environment
• How AI-powered scenario planning enables real-time adaptive decision-making across enterprises
• The critical importance of connected planning across finance, supply chain, sales, and workforce
• Strategies for eliminating organizational buffers through unified data and transparent planning
• How AI accelerates model development from weeks to hours with solutions like CoModeler
• The future of dynamic pricing, customer profitability analysis, and enterprise-wide AI adoption
  
  

Learn more about Hemant:

• Hemant Kapadia on LinkedIn
• Anaplan 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

In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs are building agile, tech-enabled teams that drive innovation through curiosity, experimentation, and strategic use of offshore talent. Matthew brings over 20 years of experience, starting his career at Ernst & Young, where he spent a decade advancing to senior manager before serving as assistant controller at SharkNinja Operating LLC.


With his extensive background in financial reporting, accounting operations, and systems implementation, Matthew shares how finance teams can leverage automation to free up capacity for strategic work, build distributed workforces effectively, and create cultures where innovation thrives through curiosity and ownership. Currently serving as Chief Accounting Officer at Global Partners LP since 2018, Matthew oversees financial reporting, tax compliance, and internal controls, and has successfully integrated offshore resources that now comprise 15% of the company's finance team.


What You'll Learn:

• Why curiosity and ownership are the foundational behaviors that drive finance innovation
• How automation enables teams to shift from repetitive work to strategic analysis
• Strategies for balancing in-house expertise with offshore resources without losing institutional knowledge
• The critical role of experimentation and safe failure in building adaptive finance teams
• How offshore talent can transform operations for companies of any size, not just global enterprises
• The future of AI in reshaping finance functions and why early experimentation matters

Learn more about Matthew:

• Matthew Spencer on LinkedIn
• Global Partners LP  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