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
  
  

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

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

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

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

In this episode of CFO Weekly, Abir Syed, Co-Founder of UpCounting, joins Megan Weis to explore why the best finance leaders stop producing numbers and start driving decisions. A CPA by training, Abir built his career at the intersection of finance and marketing, helping direct-to-consumer brands balance profitable growth with smart investment.

With hands-on experience spanning Big Four auditing, startup finance, hands-on ecommerce operations, and paid media, Abir shares how he learned that handing founders a set of numbers is never enough. He unpacks why founders consistently lack clarity rather than data, why marketing is often the single constraint holding a growing brand back, why unit economics gets overlooked even by sophisticated operators, and why the CFO of the future needs to think and act like a CEO.


What You'll Learn:

• Why giving founders raw financial data isn't enough, and how finance leaders must bridge the gap to decision-making
• How Abir's unconventional path from Big Four auditor to hands-on ecommerce operator shaped his approach to finance
• Why finance and marketing teams talk past each other, and how “peak cohort profit” gives both sides a shared language
• Why marketing, not cash flow or profitability, is often a growing brand's real constraint
• Why unit economics is the most overlooked metric in ecommerce finance
• How the CFO role is evolving toward CEO-level responsibility as AI automates the mundane work of finance

Learn More About Abir:

• Abir Syed on LinkedIn
• UpCounting 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, Rick Hasselman, Chief Financial Officer at Clari + Salesloft, joins Megan Weis to explore what it takes to lead a finance organization through a major merger, why collaboration between finance and go-to-market teams has become essential for scaling modern SaaS businesses, and how an unconventional path through mergers and acquisitions can prepare leaders for today's CFO role. Rick brings more than thirty years of finance and operational leadership experience with a career that spans audit and transaction services at PwC, mergers and acquisitions at Google, and CFO leadership at high-growth technology companies including Sumo Logic, Podium, and Expel.

With hands-on experience guiding teams through system integrations, cross-functional alignment, and the emotional uncertainty that comes with organizational change, Rick shares how he keeps finance teams focused and engaged during a merger, why guardrails matter more than rigid rules when balancing growth and risk, and why the biggest lesson from every deal he has closed is that integration always takes longer than the plan says it will. He also unpacks how artificial intelligence is beginning to reshape the relationship between finance and revenue teams, and what it means for a CFO to become an orchestrator of AI agents rather than just a steward of the numbers.


What You'll Learn:

• Why finance leaders need to communicate the strategic "why" behind a merger, not just the timeline
• How framing integration work as a career opportunity keeps finance teams engaged through uncertainty
• Why finance and sales must operate as true partners who "all own the number"
• How to set guardrails that let a business move fast without losing financial discipline
• Why every integration takes longer than planned and how to protect morale along the way
• How AI and agents are turning the CFO into an orchestrator of finance workflows

Learn More About Rick:

• Rick Hasselman on LinkedIn
• Clari + Salesloft 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, Wassia Kamon, Chief Financial Officer at ACE | Access to Capital for Entrepreneurs, Georgia's largest nonprofit community development financial institution, joins Megan Weis to explore the journey from controller or FP&A leader to modern CFO. Wassia is an award-winning finance leader with more than fifteen years of experience across manufacturing, technology, pharmaceuticals, and the nonprofit sector. Her career has spanned both accounting and FP&A, giving her a unique perspective on what it really takes to grow into the modern CFO role.

Wassia shares the experiences that prepared her for the transition, from serving as interim CFO to joining a nonprofit board to working with an executive coach. She unpacks the very different mindset shifts required of controllers and FP&A leaders as they step into the CFO seat, why building a personal board of directors is essential, and why systems, governance, and team building matter just as much as technical expertise. She also discusses how she thinks about AI as a tool rather than a replacement, how she avoids burnout while leading at a high level, and where she sees the CFO role heading over the next three to five years.


What You'll Learn:

• The experiences that best prepare finance professionals for the CFO seat
  
  
• The mindset shift required when moving from controller or FP&A leader to CFO
  
  
• How to build a personal board of directors that rounds out your blind spots
  
  
• Why cross-functional relationships should start on day one, not after the promotion
  
  
• Why systems, governance, and team building matter as much as technical expertise
  
  
• How to use AI as a tool without losing sight of leadership and people
  
  
• Habits that help CFOs sustain performance and avoid burnout
  
  
• Where the CFO role is headed over the next three to five years

Learn More About Wassia:

• Wassia Kamon on LinkedIn
  
  
• ACE | Access to Capital for Entrepreneurs Website
  
  
• Wassia Kamon'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.
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, Jeremy Ung, Chief Technology Officer at BlackLine, joins Megan Weis to explore why general-purpose AI agents are not automatically safe enough for high-stakes financial operations. Jeremy brings more than two decades of software engineering, product management, and enterprise technology leadership, including senior roles at Amazon Web Services, Microsoft, and Apptio.

At BlackLine, Jeremy oversees the company's global technology direction, focusing on connected data, AI-powered platforms, and what BlackLine calls Agentic Financial Operations, where digital AI workforces operate alongside finance teams with explainability, governance, and human oversight built in. Jeremy unpacks why deploying AI agents is closer to onboarding a new employee than installing new software, why finance demands a higher bar for auditability than almost any other business function, and how BlackLine is reimagining its own platform for a future where the primary users of finance software may be agents rather than people.


What You'll Learn:

• Why AI agents should be treated as workforce augmentation, not traditional software
• The real costs and risks of building AI agents in-house versus buying purpose-built solutions
• Why explainability, governance, and human oversight are non-negotiable in finance
• What full auditability and transparency actually require from an AI system
• How finance teams are shifting from doing the work to steering teams of AI agents
• How BlackLine is evolving its platform for a future built around agentic users

Learn More About Jeremy:

• Jeremy Ung on LinkedIn
• BlackLine 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, Jack McCullough, Founder and President of the CFO Leadership Council, joins Megan Weis to unpack the Rodman Paradox: the idea that a company's most valuable employee may not be its best-performing one, but rather the person whose skill set is the most irreplaceable. Jack brings decades of experience as a CFO, CEO, board advisor, and leadership author, along with nearly two decades leading the CFO Leadership Council, one of the largest and most influential communities of senior finance executives in North America.

Jack is the author of several acclaimed leadership books, including Secrets of Rockstar CFOs and his newest release, The Rodman Paradox. Named after legendary NBA rebounder Dennis Rodman, the paradox challenges leaders, and CFOs in particular, to look past traditional metrics and org charts to identify the quiet specialists, crisis preventers, and irreplaceable “glue” employees who keep an organization running, even when they never show up as the highest performer on paper.

What You'll Learn:

• What the Rodman Paradox is and why it's named after NBA legend Dennis Rodman
• Why finance organizations are especially prone to overlooking their most irreplaceable talent
• The leadership biases that cause executives to miss quiet specialists and “crisis preventers”
• Why promoting your best specialist is often the biggest managerial mistake a CFO can make
• How organizational network analysis reveals hidden influence that traditional org charts miss
• Why AI is making the Rodman Paradox more relevant, not less, in finance today

Learn More About Jack:

• Jack McCullough on LinkedIn
• The CFO Leadership Council Website
• The Rodman Paradox on Amazon

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, Mike McLain, Chief Accounting Officer at Transwestern, joins Megan Weis to explore what separates mid-sized businesses that scale successfully from those that stall out, and how finance leaders can help their organizations grow with both discipline and agility. Mike brings over two decades of experience shaped by his early exposure to the complexities of running a business, his public accounting career at Arthur Andersen and Grant Thornton working with emerging and middle-market companies, and his fourteen years leading finance and accounting at Transwestern, a founder-led commercial real estate firm that has grown revenue 40 to 50 percent higher since he joined.

Mike shares the warning signs that tell a company it has outgrown its systems, the universal stall points that limit growth across every industry, and why cash flow discipline, servant leadership, and a well-run data governance process separate companies that navigate growth successfully from those that struggle. He also unpacks why the finance function of the future must evolve from reporting on what happened to solving problems before they occur.


What You'll Learn:

• Why managing complexity, not just growing revenue, is what truly separates successful mid-sized businesses from those that stall
• The universal stall points every growing company eventually hits, and how to plan around them
• How to choose between equity and debt capital depending on your growth stage
• The early warning signs that a company has outgrown its systems and processes
• Why cash flow discipline and a rolling cash forecast are essential to funding growth responsibly
• How servant leadership helps companies navigate downturns without losing trust
• Why finance must evolve from a reporting function into a strategic storyteller and problem solver

Learn More About Mike:

• Mike McLain on LinkedIn
• Transwestern 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