In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe.

Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.
In this episode, we discuss:

• US GAAP vs. IFRS
• How to prepare for an IPO
• The role of fractional chief accounting officers in accounting conversion projects
• The future of cross-border accounting

Learn more about Katrina:

• Katrina Nacci’s Website
• Katrina Nacci on LinkedIn
  
  

Episode resources:

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

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If you enjoyed this episode, then please either:

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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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When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leadership.

Ben has over 15 years of expertise in corporate finance, financial planning and analysis, accounting, pricing, and corporate restructuring. He has a proven record of managing finances successfully during significant growth and complex transitions. Previously, Ben served as the CFO of Taylor Corporation and the Treasurer and Vice President of Finance at WorkflowOne.
In this episode, we discuss:

• What makes a great Chief Storyteller
• The art of transparent financial storytelling
• Crafting narratives that inspire confidence in financial partners
• Authentic financial reporting

Learn more about Ben:

• Ben Cutting on LinkedIn
• Lithko Contracting 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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Instructions on how to follow, rate, and review CFO Weekly are here.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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Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO.

Siqi Chen is the CEO of Runway, a startup that enables operators to understand their business without needing a degree in finance. He is a private angel investor and has also worked for Sandbox VR for over six years. Siqi designed and developed 3D visualization and simulation systems for the Mars pinpoint landing project, and was the recipient of the US Congressional Space Act Board Award.
In this episode, we discuss:

• How Runway's platform simplifies financial analysis 
• The role of AI in revolutionizing the CFO's role
• The importance of accessibility and collaboration within the finance team
• The challenges and benefits of adopting AI technologies, including cybersecurity and market trend identification

Learn more about Siqi:

• Siqi Chen on LinkedIn
• Runway 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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Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. 

Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University. 

In this episode, we discuss:
 - How the basics of finance are the same globally
 - The importance of staying up-to-date with changing regulations 
 - The similarities in financial practices and leadership styles among multinational companies
 - The challenges and opportunities for women in the finance industry
 - AI’s role in finance 

Learn more about Vandana:

• Vandana Agarwal on LinkedIn
• Merkley+Partners  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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Instructions on how to follow, rate, and review CFO Weekly are here.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

In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops.
Corey is a CPA, CA, with a solid background in finance and operations. Before joining Cardata, he held various finance leadership roles at companies such as Cardata, Thriver, Deloitte Canada, and Norman, Goldberg & Co., gaining expertise in financial management, accounting, and tax filing.
In this episode, we discuss:

• How to thrive despite economic turbulence
• Why cross-department collaboration is essential for business success
• Strategies for identifying cost savings and operational improvement opportunities
• How to maintain employee morale while tightening the belt

Learn more about Corey:

• Corey Noyek on LinkedIn
• Cardata 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 how to follow, rate, and review CFO Weekly are here.Episode resources:

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

• Follow, rate, and review on Apple Podcasts
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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

While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach.

Hurley founded Fox & Partners to offer superior professional services to business owners. He is passionate about helping small business owners understand their finances and create reports and goals to achieve their ambitions. Beyond Fox & Partners, Hurley serves on the boards of several non-profits and holds equity stakes in other small businesses.

In this episode, we discuss:

• Helping entrepreneurs understand complex financial concepts
• How Fox & Partners turns client challenges into solutions
• The importance of understanding your cash flow
• What common financial pitfalls small business owners must avoid
• Fostering client trust and collaboration

Learn more about Hurley:

• Hurley Fox on LinkedIn
• Fox & Partners 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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Instructions on how to follow, rate, and review CFO Weekly are here.

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

CFO Weekly is handcrafted by our friends over at: fame.so

Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals, US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation.

Sharon has over 20 years of executive experience in BioPharma, biotech, and public accounting, focusing on commercialization, finance, and operations. Before joining Teva Pharmaceuticals, she was the Senior Vice President of Global Finance at EQRx. Sharon also spent over 22 years at Merck.
In this episode, we discuss:

• Why CFOs must connect with all aspects of the business
• Key traits for successful CFOs
• Driving innovation through diversity and inclusion
• The integration of technology and data analytics in finance

Learn more about Sharon:

• Sharon Barber-Lui on LinkedIn
• Teva Pharmaceuticals 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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Instructions on how to follow, rate, and review CFO Weekly are here.

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

CFO Weekly is handcrafted by our friends over at: fame.so

Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joined us in the latest episode of CFO Weekly.
Stacey is the Global Chief Financial Officer at Ogilvy, bringing over 30 years of experience in the entertainment, media, and communications industry. As an innovative and strategic business partner, she is dedicated to driving growth. Stacey is also an NYS Licensed CPA, a Certified Management Accountant, a member of Chief, and serves as a Trustee Board member of Marymount Manhattan College.

In this episode, we discuss:

• How CFOs drive strategic organizational success
• The creative mindset of a CFO
• Aligning financial leadership with organizational goals
• Leading transformational initiatives
• The role of diversity and inclusion in the workplace

Learn more about Stacey:

• Stacey Ryan-Cornelius on LinkedIn
• Ogilvy 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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Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar.
With more than 15 years of experience in management consulting and technology, Felix serves as the CFO at Mural, a top visual collaboration platform, where he leads the global finance team. Felix is also an Advisor for Brevity and Funnel IQ, an Investor at Mapo Tapo, as well as an Entrepreneur In Residence at INSEAD.
In this episode, we discuss:

• What role do CFOs play in early-stage startups?
• The CFO-COO combination and its impact on startups
• How to stay ahead in hiring and technology implementation
• The importance of aligning financial goals with operational objectives
• How to maintain financial discipline during rapid scaling

Learn more about Felix:

• Felix Beccar on LinkedIn
• Mural Website
• INSEAD 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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Instructions on how to follow, rate, and review CFO Weekly are here.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

CFO Weekly is handcrafted by our friends over at: fame.so

Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it with Colin Hewitt.

Colin is the CEO and Co-founder of Float Cash Flow Forecasting. He has spent more than twenty years in the software industry, focusing on helping small businesses understand their finances. Colin co-founded Flow to offer simple, precise tools for scenario planning and budgeting that work with well-known accounting platforms. Previously, he served as the Director at IfLooksCouldKill.
In this episode, we discuss:

• How accurate cash flow forecasting empowers CFOs
• How Float's scenario planning allows CFOs to navigate market uncertainties
• Integrating advanced tech in cash flow management
• Best practices for CFOs to master cash flow in uncertain times

Learn more about Colin:

• Colin Hewitt on LinkedIn
• Float Cash Flow Forecasting 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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Instructions on how to follow, rate, and review CFO Weekly are here.

Episode resources:

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

• Follow, rate, and review on Apple Podcasts
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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