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CFO Weekly episodes

  • General-Purpose AI Agents Are Not Built for High-Stakes Finance
    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
    21 min
  • The Rodman Paradox: Why Your Most Valuable Employee May Not Be Your Best One
    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
    27 min
  • How Finance Leaders Help Mid-Sized Businesses Scale Without Stalling
    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
    39 min
  • Greatest Hits: How New Finance Leaders Navigate Transition and Build Confidence
    In this greatest hits episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days in the role. Kevin brings extensive experience mentoring finance leaders through one of the most challenging career transitions, drawing from his years supporting aspiring and newly appointed CFOs as they shift from technical finance roles to strategic enterprise leadership.

    With his deep background in management consulting and finance education, Kevin shares how new CFOs can overcome imposter syndrome, build effective peer networks, and establish credibility while managing the overwhelming demands of business-as-usual operations. Currently serving as Head of Partnerships at GrowCFO, Kevin oversees programs that help finance professionals develop the strategic thinking, leadership presence, and operational expertise needed to thrive in the CFO seat.


    What You'll Learn:
    • Why the transition from finance director to CFO represents such a significant cultural shift
    • How to structure your first hundred days for maximum impact and credibility
    • Strategies for overcoming imposter syndrome and building genuine confidence
    • The importance of peer networks and mentorship for isolated finance leaders
    • How to balance strategic planning with immediate operational demands
    • Why filling the "blank sheet of paper" on team culture matters from day one


    Learn more about Kevin:
    • Kevin Appleby on LinkedIn
    • GrowCFO 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
    31 min
  • Greatest Hits: Why CFOs Must Embrace AI

    In this greatest hits episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents, while offering actionable advice for overcoming resistance to innovation.

    Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so.
    In this episode, we discuss:

    • The significant role of cloud technology in modern finance
    • How AI is revolutionizing traditional finance functions
    • Cultural challenges that organizations face when implementing AI
    • The future of finance and exciting trends in AI


    Learn more about Keith:
    • Keith Causey on LinkedIn
    • Oracle 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
    30 min
  • Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk

    In this greatest hits episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are revolutionizing operational finance by becoming true partners to warehouse and logistics operations. Devin brings extensive experience as a finance leader across organizations like XPO and Carrier, where he built his career inside some of the most operationally complex environments in the supply chain and logistics space.


    With his deep background spanning corporate finance, performance improvement, and network operations, Devin shares how finance teams can leverage data to diagnose performance issues, drive meaningful KPIs, and build field finance organizations that sit alongside operators. Currently serving as CFO of ShipMonk, Devin oversees finance for one of the fastest-growing tech-enabled fulfillment platforms in the world, managing 12 warehouses and 1,600 employees across the globe.


    What You'll Learn:
    • Why CFOs must embed finance resources directly in operations for maximum impact
    • How to balance top-down targets with bottoms-up planning to drive operator buy-in
    • The critical role of granular unit economics in high-volume logistics businesses
    • Strategies for rapid performance intervention without becoming a bottleneck
    • How robust data infrastructure enables both visibility and speed
    • The evolution of the CFO role from financial oversight to operational partnership


     
    Learn more about Devin:
    • Devin Weil on LinkedIn
    • ShipMonk 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
    22 min
  • Modernizing Finance Without Losing the Human Element
    In this episode of CFO Weekly, Jill Howe, Chief Financial Officer at Lineage Cell Therapeutics, joins Megan Weis to explore how finance leaders can modernize their teams through technology while keeping people at the center of transformation. Lineage Cell Therapeutics is a biotech company developing innovative cell therapies for conditions including spinal cord injury, age-related macular degeneration.

    Jill brings more than two decades of leadership experience across biotechnology and pharmaceutical organizations, with deep expertise in building operational infrastructure, scaling finance functions, and partnering with executive teams to execute long-term strategic vision. Having helped grow Gossamer Bio from six employees to over 200 and currently serving as CFO at Lineage Cell Therapeutics for nearly four years, Jill shares how she evaluates technology investments, fosters team adoption, and ensures that automation serves people rather than replacing them.

    What You’ll Learn:
    • Why investing in people remains the foundation of finance innovation
    • How to evaluate and choose technology that fits your organization’s size and maturity
    • Where the biggest automation opportunities exist in biotech and healthcare finance
    • How to introduce new technologies without overwhelming a lean team
    • What skills modern finance professionals need to stay relevant
    • Why AI will not replace finance teams and what it will change instead
    • How to build a collaborative CFO relationship with the rest of the business


    Learn More About Jill:
    • Jill Howe on LinkedIn
    • Lineage Cell Therapeutics 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
    21 min
  • Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy
    In this episode of CFO Weekly, Ed Bleacher, Chief Financial Officer at St. Christopher’s Hospital for Children, joins Megan Weis to explore the financial realities facing healthcare providers in today’s policy environment and why the debate between healthcare and defense spending matters deeply to every finance leader in the industry. Ed brings more than thirty years of experience in healthcare finance, including over two decades at Children’s Hospital of Philadelphia and leadership roles at Cooper University Health Care before joining St. Christopher’s.

    With deep expertise in revenue cycle management, reimbursement structures, financial strategy, and government relations, Ed shares how safety-net hospitals are navigating Medicaid-dependent realities, how fragmented healthcare economics creates systemic inefficiency, and why the CFO of tomorrow must be as fluent in operations and relationship building as in financial reporting. He also offers a candid perspective on the misconceptions that shape federal budget debates and what healthcare finance leaders can do to make their voices heard.


    What You’ll Learn:
    • How federal funding decisions directly affect patient care quality and access
    • Why comparing healthcare and defense spending as interchangeable budget slices is a dangerous misconception
    • How fragmented healthcare economics creates systemic inefficiency and redundancy
    • What safety-net hospitals like St. Christopher’s face when Medicaid reimbursement falls short of cost
    • How finance leaders prioritize investments when resources are constrained
    • The evolving role of the CFO as an operational partner and relationship builder
    • How technology and AI are beginning to reshape healthcare finance and operations


    Learn More About Ed:
    • Ed Bleacher on LinkedIn
    • St. Christopher’s Hospital for Children 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
    26 min
  • How CFO-Level Finance Helps Restaurants Survive
    In this episode of CFO Weekly, Anne Napolitano, CEO and Founder of Anne Napolitano Consulting, joins Megan Weis to explore how food and beverage operators can transform their financial function from a back-office necessity into a true front-of-house competitive advantage. Anne brings a rare perspective shaped by more than two decades of experience in corporate accounting and financial leadership, including her time as Controller for the US operations of Hermès, where she led financial reporting and operational oversight for a globally recognized luxury brand.


    With a background that bridges high-end corporate finance and hands-on kitchen experience as an accountant turned chef turned accountant, Anne shares how her firm helps restaurant and bar operators gain clarity, control, and confidence in their finances. Currently serving as CEO and Founder of Anne Napolitano Consulting, Anne discusses why so many food and beverage businesses run on gut feel and bank balances instead of real financial data, and what it takes to move from reactive management to proactive, data-driven decision-making.

    What You’ll Learn:

    • Why food and beverage operators are making decisions based on gut feel and bank balances instead of real financial data

    • How dashboards and visual reporting replace traditional financial statements for operators without finance backgrounds

    • The three most common financial blind spots in restaurants: payroll percentage, unchecked comps and voids, and cash flow forecasting

    • Why prime cost is the one weekly metric every restaurant owner should obsess over

    • How the timing gap between revenue and expenses creates cash flow crises even when sales look strong

    • When food and beverage businesses need to move from basic accounting to controller-level and FP&A support

    • How finance is evolving from back-office compliance to front-of-house competitive advantage in the food and beverage industry


    Learn More About Anne:
    • Anne Napolitano on LinkedIn
    • Anne Napolitano Consulting 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
    24 min
  • The CFO as Chief Data Officer
    In this episode of CFO Weekly, Courtney Colmenares, Chief Financial Officer at Crane Stationery, joins Megan Weis to explore why owning the data stack has become one of the most critical responsibilities of the modern CFO. Courtney brings a rare blend of financial rigor and operational instinct, shaped by her time on Sarah Blakely's personal finance team at Spanx and her experience scaling a fast-growing startup from $10M in revenue with nothing but a self-built data lakehouse and a relentless focus on what matters most.

    With hands-on expertise spanning accounting, FP&A, systems implementation, and data architecture, Courtney shares how she turned the finance seat into the strategic nerve center of every organization she's led. She unpacks why companies between $10M and $100M in revenue almost never have a chief data officer and why that gap almost always falls to finance to fill. She covers the three pillars of owning the data stack, the biggest pitfalls companies make when building a unified data foundation, and the mindset shift that separates reactive CFOs from those who help their teams see around corners.

    What You'll Learn:
    • Why the CFO is uniquely positioned to own the data stack in mid-market companies
    • The three pillars of data ownership every finance leader must master
    • How to build a data lakehouse on a lean budget and drive real-time decisions
    • Why waiting for clean data is the single biggest mistake in finance
    • How finance acts as the universal translator across every department
    • What the CFO role will look like in the next five to ten years


    Learn More About Courtney:
    • Courtney Colmenares on LinkedIn 
    • Crane Stationery 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
    27 min

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