It’s no secret that 2020 has been hard for businesses. This is particularly true in the mergers and acquisitions space. According to one study, mergers and acquisitions were down 57% in 2020 from where they were in 2019. While the year started off strong, by March, M&A had all but come to a screeching halt.

What does the future hold for M&A? What can we expect moving into 2021 and beyond? On this episode of CFO Weekly, we were pleased to sit down with Steven Nutt. Steven is the Chief Financial Officer at Community National Bank & Trust of Texas, as well as a repeat guest. Steven joined us in episode four of CFO Weekly, and on this current episode, we talked all about

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• 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
  
  

On this episode of CFO Weekly, we’re talking all about staffing firms. Everybody seems to have an opinion on staffing firms, but at the same time, most companies in America have employed the use of a staffing firm at some point in their history.

Why? What are the benefits of working with a staffing firm? Why is it a good idea, especially for the small to midsize companies? And what are the challenges that come along with a staffing agency?

This episode features Steve Casey, the Sr. Director of Business Development at Personiv. Steve spent over 25 years of his career working in talent acquisition spaces, so he brings an extreme amount of knowledge and experience to this conversation.

We talked about:

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• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

• 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
  
  

The accounting industry has changed quite a bit over the past twenty years. While that may seem like the understatement of the year, sometimes it’s helpful to sit down with someone who has seen the changes in the industry, and get their perspective on where we’ve been, and where we’re going.

On this episode of CFO Weekly, we sit down with Glen Parrillo to talk all about the past, present, and future of accounting. Glen is the Vice President of Finance & Controller at AccuWeather.Our conversion centered around:

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• Follow, rate, and review on Apple Podcasts
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• 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
  
  

The COVID-19 pandemic has caused unprecedented levels of disruption and uncertainty for companies across all sectors and geographies. And even in the best of times, many management teams struggle to sustain good control over short term cash flows and the working capital that drives them. However, the COVID-19 crisis has been unique in its combination of challenges, making mitigation even more complex.

How are businesses dealing with the changes in supply chain, alterations and disruptions to cash flow, and ensuring that their suppliers, vendors, and customers are going to remain financially viable?

On this episode of CFO Weekly, we sit down with Peter Woolery. Peter is the Chief Financial Officer at Summit Bicycles, and began his career with the company cleaning floors, toilets, and assembling kid’s bicycles for the holidays, working his way all the way to the executive team.

Our conversion centered around:

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

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

• 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
  
  

2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind.

In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

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• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

• 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
  
  

No matter where you come from, one thing is true about every person on the planet. We all want to devote lives to something bigger than ourselves. We all want to make a difference and do work that actually changes the world.

But the truth of the matter is, we don’t live in a world where every person can work for a nonprofit. We live in a world and a society driven by markets and finance and economics, and we don’t need to feel bad about that. Because the truth is, the for-profit world is what allows the nonprofit world to exist.

Simply put, without the capital created from the for-profit world, there wouldn’t be resources available for nonprofits to try and solve world hunger, eradicate poverty, or end the AIDS crisis across the globe.

Our guest on this week’s episode of CFO Weekly is James Schleck, the Chief Financial Officer at Community Solutions Inc. Before making the jump to the nonprofit world, James was in the US Army and held senior leadership positions in the for-profit world.

He talked with us about:

As referenced in the interview, you can find Jame’s former colleague’s non-profit efficiency organization at Pantala Strategies.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

• Personiv's Website
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• Follow, rate, and review on Apple Podcasts
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• 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
  
  

2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception.

Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs.

Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it.
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

• Personiv's Website
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• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

• 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’ve ever moved from a large corporation to a smaller company, say startup, or even a mid-sized company, you know how difficult that transition can be. It can be hard moving from a big company to a private-equity backed company.

Especially as a CFO. The skill sets needed to be a CFO at a FOrtune 500 company are likely going to look very different than those needed for a boot-strap startup, or even a mid-sized company. So if you’re looking at making a change, it can be hard to know where to begin, or if you’ll be a good fit.

On this episode of CFO Weekly, we talked with Kerem Bolukbasi. Kerem is the EVP and Chief Financial Officer at Exactech, and during our conversation we talked all about, among other things, what makes a PE backed company an attractive role for a CFO, the leadership skills required to succeed at a PE backed company, and how the role of a CFO differs from large companies to these smaller equity-backed ones.

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

• Personiv's Website
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• Follow, rate, and review on Apple Podcasts
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• 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
  
  

One of the biggest challenges a company can face is making the transition from being a reseller to a manufacturer. To go from simply putting your logo on someone else’s product and selling it, and actually manufacturing your own product.

With the transition comes a lot of challenges, but also a lot of benefits. Like most things, it’s a decision that really requires you to carefully assess your company and whether or not you can efficiently make the transition.

That’s why on this week’s episode of CFO Weekly, we talked with Rick Mills. Rick is the Chief Financial Officer at Headsets.com, and our discussion centered around his company’s decision to move from being a reseller of product to a manufacturer. What led to the decision to make the transition? What were the challenges? What were the benefits? How has COVID impacted their company?
For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
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• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

• 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
  
  

Like it or not, all across the business sector in the United States there is a certain stigma associated with nonprofit work. It’s often seen as the place where people go to work who couldn’t quite cut it in the for-profit world. As the do-gooders who don’t really need to make a living. 

Nothing could be further from the truth. Nonprofit work is just as crucial to the movement of our economy and society as for-profit work. While it might oftentimes take on different forms, just because you’re not raking in billions for shareholders doesn’t mean that you’re not a professional doing meaningful work. 

And on this episode of CFO Weekly, we sit down with Ed Goble. Ed is the Associate Athletic Director for Business & CFO at the University of Texas, which itself is an educational nonprofit. It’s just not the nonprofit that many people associate with traditional nonprofits. 

Ed was kind enough to talk with us all about 

• His advice when considering a career change into the nonprofit world
• Why there is no specific personality type that works best with a nonprofit
• The biggest differences in the nonprofit and for-profit sectors
• How to build and establish relationships in the nonprofit world

For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player!

Presented by Personiv

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

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify

• 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