CFO Weekly

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

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

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

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

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