In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can leverage AI to transform their finance operations through strategic prompting, automation, and human-machine collaboration. Nicolas brings extensive experience with 15 years in finance, including roles at PwC as an auditor across Luxembourg and Singapore, and as a finance leader at Thales, a European aerospace company similar to Boeing.


With his deep background in both traditional finance and AI implementation, Nicolas shares how finance teams can transition from manual processes to AI-powered automation using frameworks like CSI and FBI for effective prompting. Currently leading the AI Finance Club community with over 1 million social media followers, Nicolas helps finance professionals develop critical AI skills and avoid common implementation pitfalls while building teams that combine human expertise with robotic efficiency.


What You'll Learn:

• Why effective prompting is more important than choosing the "best" AI tool
• How to implement the CSI and FBI framework for superior AI outputs
• The role of AI in enhancing financial forecasting with machine learning algorithms
• Strategies for automating expense management and compliance monitoring
• How to balance human expertise with AI-driven insights for optimal results
• The future of finance leadership as managers of human-robot teams

Learn more about Nicolas:

• Nicolas Boucher on LinkedIn
• AI Finance Club 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, Reza Hooda, Founder of the Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are revolutionizing their business models by moving from hourly billing to value-based pricing.
Reza brings extensive experience as a former PwC professional who built and scaled his own seven-figure accounting firm before transitioning to coaching other firm owners.

With a deep background in accounting firm transformation and firsthand experience growing from a struggling startup during the 2008 financial crisis to a highly profitable practice working less than 10 hours per week, Reza shares how accounting professionals can leverage specialization, strategic pricing, and systematic approaches to build scalable, profitable firms. As Founder of the Profitable Accountants Community, he has helped over 350 firm owners transform their businesses through his coaching programs and frameworks.


What You'll Learn:

• Why hourly billing creates cash flow problems and limits profitability potential
• How to transition from time-based to value-based pricing with immediate results
• The importance of specialization and niching down to command premium pricing
• Strategies for creating perceived value that justifies higher fees
• How AI and technology enable more efficient service delivery
• The framework for building marketing systems that generate leads on autopilot

Learn more about Reza:

• Reza Hooda on LinkedIn
• The Profitable Accountants Community Website
• Capture Accounting Website
• Waiji & Co Chartered Accountants Website
• The Four Pillars Book
  
  

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, Kumar Parakala, a distinguished CEO, founder, investor, and board director, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation in an AI-centric world. Kumar brings 25+ years of experience including 15 years with KPMG where he co-founded the $3 billion technology advisory practice, and recently exited GHD Digital, a global business he founded that grew to 700 professionals across nine countries and was valued at over $400 million.


With his deep background in digital transformation and C-suite advisory, Kumar shares how finance leaders can leverage AI for real-time financial intelligence, dynamic forecasting, and strategic decision-making. Currently incubating 100 startups globally through his company Tribeco and bestselling author of "Lead to Disrupt: Seven Keys to Success," Kumar provides insights on how CFOs can transition from reactive financial reporting to proactive future-proofing of their organizations.


What You'll Learn:

• Why CFOs must evolve to become "Chief Future Officers" and business model architects
• How AI enables real-time financial intelligence and continuous budget management
• The critical difference between traditional ROI metrics and AI investment evaluation
• Strategies for CFOs to balance automation with human judgment and leadership
• How to transform from mechanical financial operations to strategic organizational catalysts
• The future skills CFOs need: digital intelligence, systems thinking, and design thinking
  
  

Learn more about Kumar:

• Kumar Parakala on LinkedIn
• Tabhi Website
• "Lead to Disrupt" Book 

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, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic oversight. Sara brings extensive experience as a former VP of Strategic Partnerships at Affirm Inc. and VP of Enterprise Sales, where she witnessed firsthand the chaos of managing hundreds of vendors without proper systems at high-growth companies.


With her deep background in fintech and vendor relationship management, Sara shares how finance teams can leverage AI to automate contract term extraction, implement proactive risk alerts, and build comprehensive vendor management systems. Currently serving as CEO of Stackpack, Sara oversees the development of AI-native solutions that help companies transition from manual spreadsheet-based vendor tracking to automated, scalable systems starting at just $199 per month.


What You'll Learn:

• Why CFOs must take a proactive role in vendor management beyond traditional cost oversight
• How AI can automate contract term extraction with 100% accuracy in minutes versus weeks
• The critical metrics CFOs should track for effective vendor performance evaluation
• Strategies for implementing real-time risk alerts and renewal notifications
• How robust vendor management systems impact investor confidence and operational efficiency
• The future of AI in vendor discovery, evaluation, and strategic alignment

Learn more about Sara:

• Sara Wyman on LinkedIn
• Stackpack 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, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to AI-powered billing and revenue recognition systems. Apurv brings unique insights as a second-time entrepreneur, IIT Delhi and Harvard Business School alumni, who previously co-founded Wishpicker (acquired by Snapdeal) and held leadership roles at Google and Elevation Capital.

With his extensive background in fintech and firsthand experience with complex billing challenges at Google, Apurv shares how finance teams can leverage technology to automate manual processes, implement dynamic pricing models, and build investor-ready financial systems. Currently serving as CEO of Zenskar, Apurv oversees the development of AI-native billing solutions that help companies transition from cost-plus to usage-based pricing models.


What You'll Learn:

• Why dynamic pricing models are crucial for competitive advantage in today's market
• How to align pricing with customer value perception for sustainable growth
• The role of AI in automating billing and revenue recognition processes
• Key metrics CFOs should track to evaluate billing system performance
• Strategies for transitioning from homegrown billing systems to scalable solutions
• How robust financial systems impact investor confidence and fundraising success

Learn more about Apurv:

• Apurv Bansal on LinkedIn
• Zenskar 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, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem. Paul Peterson brings over 30 years of experience in public accounting and has been leading Wiss and Company's strategic evolution for more than a decade.


With his extensive background in developing talent and fostering innovation in accounting firms, Paul shares insights on how the profession can adapt to attract and retain the next generation of CPAs. Currently serving as Managing Partner at Wiss and Company, Paul oversees the firm's long-term strategy and has successfully implemented programs that embrace Gen Z's strengths while addressing industry challenges.


What You'll Learn:

• Why Gen Z's characteristics make them ideal for the modern accounting profession
• How to adapt training and development models for the next generation
• The role of technology integration in attracting Gen Z talent
• Strategies for creating meaningful work experiences that resonate with younger professionals
• How to leverage Gen Z's adaptability to drive innovation in accounting firms

Learn more about Paul:

• Paul Peterson on LinkedIn
• Wiss and Company LLP 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 McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership. Jessica McClain brings exceptional expertise in nonprofit financial management, having successfully transitioned from over a decade in public accounting to strategic leadership in mission-driven organizations.


With extensive experience across public accounting and nonprofit sectors, Jessica oversees financial strategy, the iconic Girl Scout cookie program, retail operations, and camp property management for the largest Girl Scout council in the country. Her passion for professional development and mentorship has earned her recognition as a 2024 Rising Star by the CFO Leadership Council, 2023 Nonprofit CFO of the Year, and multiple honors from prestigious accounting organizations.


What You'll Learn:

• Why emotional intelligence is becoming the defining skill for modern CFOs
• How to foster a culture of continuous learning within finance teams
• The evolution from technical accounting to strategic storytelling
• Practical strategies for staying ahead of technological disruption
• Building communication skills that translate complex financial data into actionable insights

Learn more about Jessica:

• Jessica McClain on LinkedIn
• Girl Scouts Nation's Capital 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, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments. Steve Mastin is recognized for his strategic financial leadership and ability to optimize business performance through systematic integration and standardization.

With nearly two decades of experience across various senior leadership roles in finance, accounting, and executive positions, Steve brings deep expertise in financial transformation and M&A integration. Currently serving as CFO at 4M Building Solutions, where he oversees financial operations, IT, human resources, risk management, and M&A activities, Steve Mastin has successfully navigated complex integrations and driven growth across diverse business sectors in the fast-paced private equity environment.


What You'll Learn:

• The critical importance of standardizing the chart of accounts across business units
• How centralization creates operational efficiency and cost savings
• The evolution of the CFO role from financial reporting to strategic leadership
• When to implement centralization in a company's growth trajectory
• Managing cultural integration during acquisitions and mergers

Learn more about Steve:

• Steve Mastin on LinkedIn
• 4M Building Solutions 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, Dennis DuBois, Virtual CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality relationships with internal and external stakeholders.

With experience across multiple industries, private equity companies, and organizations of all sizes, Dennis brings a systemic viewpoint to growth strategy development and financial infrastructure building. Currently serving as Virtual CFO at Creative Planning, an independent wealth advisory firm managing over $300 billion in assets, and as Board Member at publicly traded Entrepreneur Resorts Limited, Dennis DuBois has successfully navigated complex transactions, COVID-19 disruptions, and the transition from traditional CFO roles to fractional finance leadership.


What You'll Learn:

• The key differences between interim and fractional CFO roles and when each is most valuable
• How fractional CFOs can prevent transaction failures by identifying risks early
• Common financial reporting gaps that derail M&A deals
• Why most sellers overvalue their businesses and how to set realistic expectations
• The critical role of financial preparation in successful exits

Learn more about Dennis DuBois:

• Dennis DuBois on LinkedIn
• Creative Planner 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, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations.


With vast experience across management consulting at Boston Consulting Group, startup leadership, and public sector finance, Nikhil brings a unique perspective to operational efficiency and process optimization. His background includes a BS in Chemical Engineering and an MS in Industrial Engineering from the University of Michigan, along with an MBA from Harvard Business School.

What You’ll Learn:

• How to define process friction through key metrics
• The "Black Box" approach to breaking down complex organizational processes
• Why understanding legacy systems and regulatory constraints is crucial for implementing change in government organizations
• How to balance thorough analysis with agile decision-making in large-scale projects
• The strategic framework for implementing automation and AI in traditional financial operations
  
  

Learn more about Nikhil:

• Nikhil Patel on LinkedIn
• City of Detroit 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