These days, investors are increasingly applying Environmental, Social, and Governance (ESG) factors as part of their analysis process to identify material risks and growth opportunities. ESG might be a new subject for many CFOs, considering it's a non-financial criterion. But they should absolutely do a little research on the topic to continue to attract top investors to their businesses.

To better understand ESG, we invited John Truzzolino, Director of Business Development at Donnelley Financial Solutions onto the show. John is responsible for coordinating research, development, and publications around evolving global compliance, focusing on Environmental, Social, and Governance issues. He has more than two decades of experience following SEC compliance changes, publishes research articles, and speaks at leading governance organizations' events.

In this episode, we discuss:

- The role of ESG in the financial services industry
- How to monetize ESG?
- What is the role of a CFO in building the ESG strategy?
- How to build an effective ESG strategy?

Learn more about John and DFIN:

• John Truzzolino on LinkedIn
• Donnelley Financial Solutions Website

Episode resources:

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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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The world of FP&A has become more strategic and complex, but most CFO tools haven't been updated, and those available on the market continue to have issues. So how can financial leaders deal with this challenge, and is there any way to help them?

Christina Ross may have the solution for that. Christina is a former CFO turned founder and CEO of Cube, the first FP&A software that delivers a delightfully frictionless experience by letting you keep what you love about spreadsheets and automating what you don’t. Christina is passionately mission-driven to help finance leaders become the heroes of every organization.

In this episode, we discuss:

- How to accelerate your FP&A?
- Transitioning from a CFO to a CEO
- Empowering finance leaders
- What is the role of automation in FP&A?

Learn more about Christina and Cube:

• Christina Ross on LinkedIn
• Cube's Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

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If you enjoyed this episode, then please either:

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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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The world constantly transforms. That's a fact that applies to businesses and organizations. These changes impact individuals and their careers, including CFOs and all financial pros. To manage change, finance professionals need to adapt. But how can they do that successfully and drive their career growth and development? Bryan Lapidus has the right formula, which he willingly shares with us today.

Bryan has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae, and private equity-owned companies. At AFP, he is the staff subject matter expert on FP&A, which includes creating and curating content to meet the needs of the profession and membership. Bryan also manages FP&A Advisory Councils in North America and Asia/Pacific that act as a voice to align AFP with the professional needs.

In this episode, we discuss:

- Advancing financial and professional success
- The changing role of a CFO
- Upskilling financial professionals
- Strengthening an organization's strategic forecasting process

Learn more about Bryan and Association for Financial Professionals:

• Bryan Lapidus on LinkedIn
• Association for Financial Professionals Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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If you enjoyed this episode, then please either:

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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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Does your nonprofit organization need a CFO? After all, it's not about the money but the mission. The reality is that to pursue the organization's mission successfully, you need financial support. Here is where the role of a CFO steps in and where Dave Damond will help us understand that better.

David is responsible for developing and implementing the overall financial strategy and stewardship of the March of Dimes, management of accounting, budget, compliance, internal audit, and bank relationships. He also spent over 20 years at the headquarters of the American Red Cross, where he was the head of finance for the blood division that generated over $2 billion in revenue.

Today, Dave reveals what it takes to become a successful CFO in the nonprofit space.

In this episode, we discuss:

- The role and responsibilities of a CFO in nonprofit space
- Hiring the right CFO
- What does it take to Become a Successful CFO at a Nonprofit Organization?

Learn more about David and March of Dimes:

• David Damond on LinkedIn
• March of Dimes Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

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If you enjoyed this episode, then please either:

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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

One of the hottest business industries many entrepreneurs decided to focus on and invest in is renewable energy. Often referred to as clean energy, it has enormous potential. But it also comes with its specific challenges, including on the financial and accounting side. 

How can we learn about them? Sarah Wells, Senior Vice President of Finance and Accounting at Spruce Power, joins us to share details about the renewable energy industry and its specific challenges.

Sarah is an experienced finance leader with a demonstrated history of working in the renewable energy and building materials industries. With her vast experience in operational strategy, budgeting, modeling, and overall business analysis, Sarah is the right person to educate us on the topic.

In this episode, we discuss:

- The nuances of the renewable energy industry
- Skills and traits for accountants in the renewable energy sector
- How a clean energy company functions operationally

Learn more about Sarah and Spruce Power:

• Sarah Wells on LinkedIn
• Spruce Power'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
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Episode resources:

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If you enjoyed this episode, then please either:

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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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The role of a modern CFO continues to develop, especially at fast-growing companies. Besides accounting and finance, they have to oversee operations, HR, and business strategy. Along with other C-suite leaders, CFOs take a leading role in making critical decisions.

So, what is the role of a CFO at fast-growing companies, and how do they support that growth through fundraising? Jeremy Foster, CFO at Talroo, a data-driven job and hiring event recruiting platform, breaks this down for us. 

In this episode, we discuss:

- The #1 CFO challenge
- The CFO role in work culture
- How CFOs can support growth within a company
- The role of the CFO when preparing for fundraising

Learn more about Jeremy and Talroo:

• Jeremy Foster on LinkedIn
• Talroo's Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

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If you enjoyed this episode, then please either:

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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

One of the main goals of every company is growth. That means more sales, profits, and investment, increased salaries, bonuses, increased market share, reduced average costs, and many other benefits. 

But who said that's easy to do. Many businesses fail when stepping on the path of growth. But why does it happen, and how to grow successfully as a company?

Bal Bhullar, Chief Financial Officer and Board Director of Electra Meccanica Vehicles, helped the company pivot from a development stage company to a well-capitalized, high-quality automotive OEM. And today, she shares how to transition successfully from the developmental stage to the growth stage.

In this episode, we discuss:

- What does it mean to be a CFO today?
- How to transition a company from the developmental stage to the growth stage?
- What do CFOs need to know to grow a company successfully?

Learn more about Bal Bhullar and Electra Meccanica Vehicles Corp:

• Bal Bhullar on LinkedIn
• Electra Meccanica Vehicles Corp. Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

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If you enjoyed this episode, then please either:

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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

Tell me, did you ever feel like your career is heading nowhere? Maybe you don't feel like showing your true self in the workplace and struggle to make that life-changing career decision. Would you like to make bold decisions for you or your team? Then it's time for you to learn how to do that, and Bolanle Williams-Olley will help you. 

Mancini’s CFO and Co-owner, Bolanle Williams-Olley, is a true multi-hyphenate. In addition to her C-suite role, she is a mom of two and a highly-rated and dynamic leader with over fourteen years of experience in finance and the built industry. She is also the author of “Build Boldly: Chart Your Unique Career Path and Lead with Courage,” a practical playbook to help individuals and leaders take bold, courageous action and craft their unique career playbooks for success.

In this episode, we discuss:

- How technology improves a business
- Creating space for women in organizations
- Building your career path boldly

Learn more about Bolanle and Mancini Duffy:

• Bolanle Williams-Olley on LinkedIn
• Mancini Duffy's Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

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If you enjoyed this episode, then please either:

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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

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Is being a CFO the same in every company? Well, not really. Though CFOs need to understand a set of basic financial principles and knowledge and even fulfill operational roles, there are some specific differences in each industry.

Today, Michael Keogh, Chief Financial Officer at Bright Machines, an industry-leading technology company, shares some of his best pieces of advice for CFOs that intend to shift towards technology and publicly-traded companies.

In this episode, we discuss:

- How to identify non-scalable processes
- How CFOs can prepare to transition to a publicly-traded company
- What CFOs need to know about technology companies before joining them

Learn more about Michael Keogh and Bright Machines:

• Michael Keogh on LinkedIn
• Bright Machine's Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

• Personiv's Website
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If you enjoyed this episode, then please either:

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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

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Every business strives for growth and higher revenues. But you constantly have to deal with industry changes, which can have either a positive or negative effect. No matter the reason, you must be able to adapt and balance change and growth effectively to stay on top.

Jennifer Herdler, Chief Financial Officer at Impact Health, shares her experience and expertise as an operational CFO when dealing with change management and how to benefit from it.

In this episode, we discuss:

- The role of an operational CFO
- What you need to become a great operational CFO
- The key for successful change management

Learn more about Jennifer Herdler and Impact Health:

• Jennifer Herdler's LinkedIn
• Impact Health'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
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Episode resources:

• Personiv's Website
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• Personiv on Twitter
  
  

If you enjoyed this episode, then please either:

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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