FinFactor: Expert Insights for the CFO

In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to uncover the biggest mistakes companies make when selecting and implementing an ERP system. ERP software decisions can make or break a business—yet too often, leaders rush into adoption without fully understanding their internal processes, pain points, and long-term needs. Bob explains why mapping workflows and involving stakeholders early is critical to ensure smoother adoption and stronger ROI.

The conversation explores essential ERP strategies, including how to negotiate with vendors, set realistic ERP cost expectations, and evaluate ERP features that truly align with business goals. Blaine and Bob also discuss the importance of appointing the right project champion, creating achievable timelines, and following proven ERP implementation advice to avoid costly delays and overruns.

With deep insights on avoiding common ERP pitfalls, conducting thorough due diligence, and ensuring scalability, this episode is a must-listen for CFOs, finance leaders, and executives considering or re-evaluating their ERP investment. If you want to maximize your ERP ROI and avoid the hidden risks that sink so many projects, this conversation provides a practical roadmap for success.

Subscribe to FinFactor for expert conversations with CFOs, finance professionals, and technology leaders tackling the toughest challenges in financial management. Don’t forget to like, follow, and share to stay updated with every new episode.

Discover how to achieve cash flow clarity, accurate forecasting, and powerful scenario modeling alongside your ERP system at Dryrun.com.

#ERPImplementation #ERPSelection #CFOInsights #FinancialSoftware #BusinessStrategy

Watch on YouTube: https://youtu.be/PlOJQJylByo

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Connect with Bob at linkedin.com/in/boblight

In this episode of FinFactor, Blaine Bertsch sits down with Ben Taylor, CEO of SoftLedger, to explore one of the biggest challenges facing finance leaders today—multi-entity accounting. As businesses scale and expand across multiple subsidiaries, divisions, or global operations, outdated accounting systems and manual spreadsheets can’t keep up. The result? Errors in consolidated reporting, inefficiencies in intercompany transactions, and missed opportunities in financial planning and cash flow management.

Ben shares how modern cloud accounting platforms, SaaS accounting solutions, and ERP systems are transforming the way finance teams handle complex structures. The discussion covers how finance leaders can streamline consolidation, automate intercompany eliminations, and leverage budgeting and forecasting software to support smarter, faster decision-making. They also dive into emerging trends in cloud finance technology, best practices for adopting new systems, and how CFOs can future-proof their organizations for growth.

With real-world insights and practical advice, this episode gives CFOs, controllers, and finance professionals the tools to boost efficiency, ensure accuracy, and gain the agility needed to thrive in an increasingly complex business environment.

Subscribe to FinFactor for conversations with CFOs, finance experts, and technology leaders who are shaping the future of financial management. Don’t forget to like, follow, and share so you never miss an episode.

Discover how to achieve crystal-clear cash flow visibility, accurate forecasting, and powerful scenario modeling to complement your accounting system at Dryrun.com.

#MultiEntityAccounting #FinancialConsolidation #CloudAccounting #CFOInsights #FinancialManagement

Watch on YouTube: https://youtu.be/7izBQDi2POo

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Ben Taylor: linkedin.com/in/bentaylor8

Learn about SoftLedger: softledger.com

Navigating Data Challenges in Finance with Scott Hollrah | ERP Integration, Automation & Data Governance

In this episode of FinFactor, Blaine Bertsch sits down with Scott Hollrah, CEO of Venn Technology, to tackle one of the toughest issues facing finance leaders today: fragmented financial data. As organizations juggle multiple systems—ERP software, CRMs, data warehouses, and cloud accounting platforms—manual processes and disconnected tools create inefficiencies, errors, and major roadblocks for financial analysis and accurate forecasting.

Scott shares how automation, system integration, and well-defined business processes are transforming enterprise resource planning and finance operations. By connecting business intelligence tools, streamlining data flows, and reinforcing strong data governance, CFOs can eliminate silos and gain real-time insights that improve decision-making.

The conversation highlights why successful technology adoption goes far beyond choosing the right tools. Scott emphasizes the importance of aligning cross-functional teams, strengthening data reporting and analysis, and building trusted partnerships that allow finance leaders to shift their focus from admin-heavy tasks to financial modeling, scenario planning, and strategic growth. Along the way, they discuss how the right approach to integration reduces burnout, drives efficiency, and builds resilience across the finance function.

This episode is packed with practical takeaways for CFOs, controllers, and finance professionals looking to future-proof their systems, improve accuracy, and unlock the full potential of their financial data.

Subscribe to FinFactor for expert insights from CFOs, finance innovators, and technology leaders shaping the future of financial management. Don’t forget to like, share, and follow so you never miss an episode.

Discover how to achieve cash flow clarity, accurate forecasts, and scenario modeling that integrates seamlessly with your systems at Dryrun.com.

#ERPIntegration #FinanceAutomation #DataGovernance #FinancialForecasting #CFOInsights

Watch on YouTube: https://youtu.be/fZglBE1HXGw

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Scott Holrah at linkedin.com/in/scotthollrah

Learn about Venn Technology: venntechnology.com

In this episode of FinFactor, Blaine Bertsch welcomes Greg McDonough, Managing Partner at Blackburn Capital and seasoned financial coach, to discuss why clean, consistent financial data is the cornerstone of smarter business decisions and long-term resilience. Greg highlights how too many entrepreneurs still lean on gut instinct instead of reliable insights, creating weak cash flow management, missed opportunities, and persistent challenges in business finance.

The conversation explores how aligning data management, business intelligence tools, and data analytics unlocks actionable insights that drive true data-driven growth. Greg and Blaine dive into financial modeling, budget forecasting, and cash forecasting as essential tools for connecting financial strategies to business purpose. They also discuss the importance of building healthy cash reserves, strengthening treasury practices, and enhancing cash management to ensure stability during uncertainty.

Greg emphasizes the role of KPI tracking, KPI analysis, and financial KPIs combined with modern data visualization and forecasting tools to guide better business outcomes. With practical advice on risk management, risk analysis, and leveraging the right financial technology, this episode provides CFOs, finance leaders, and entrepreneurs with a roadmap to transform raw numbers into clarity—empowering smarter decisions, stronger strategies, and lasting confidence.

Subscribe to FinFactor for expert conversations with CFOs, finance innovators, and business leaders who are redefining financial management in today’s fast-changing world. Don’t forget to like, share, and follow so you never miss an episode.

Discover how to achieve crystal-clear cash flow visibility, accurate forecasting, and powerful scenario modeling for your business at Dryrun.com.

#FinancialData #CashFlowManagement #BusinessIntelligence #KPITracking #CFOInsights

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Greg McDonough at linkedin.com/in/gregorymcdonough

Learn about Blackburn Capital Advisors: https://blackburncap.com/

In this episode of FinFactor, Blaine Bertsch sits down with Greg Kautz, a recognized expert in lease accounting, to break down the complexities of modern lease management and evolving regulatory compliance. With accounting standards like ASC 842 and IFRS 16 reshaping how organizations manage leases, CFOs and finance leaders face new challenges when relying on spreadsheets or outdated accounting systems. Greg explains why accurate lease reporting and efficient property accounting are critical for reducing compliance risks and maintaining transparency.

The conversation explores how modern lease administration, digital lease agreements, and automated lease audits can simplify compliance management while improving accuracy and efficiency. Greg also highlights the importance of asset management, financial governance, and strong accounting practices to ensure organizations stay aligned with global accounting frameworks and regulatory standards. Together, Blaine and Greg discuss risk assessment, audit readiness, and the financial metrics finance leaders need to monitor for long-term success.

Packed with insights for CFOs, controllers, and finance professionals, this episode delivers practical strategies for navigating today’s compliance-heavy environment while driving efficiency and confidence in lease management.

Subscribe to FinFactor for expert discussions with CFOs, finance innovators, and accounting leaders shaping the future of financial management. Don’t forget to like, share, and follow so you never miss an episode.

Discover how to achieve cash flow clarity, accurate forecasting, and scenario modeling that integrates seamlessly with your financial systems at Dryrun.com.

#LeaseAccounting #ASC842 #IFRS16 #ComplianceManagement #CFOInsights

Watch on YouTube: https://youtu.be/3wfH3uKvdW4

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Greg: www.linkedin.com/in/gregkautz

Learn about Black Owl Systems: blackowlsystems.com

In this episode of FinFactor, Blaine Bertsch welcomes Adam Katz for an in-depth conversation about the rapidly changing world of foreign exchange (FX), B2B payments, and the fintech revolution. CFOs today face mounting challenges in payment processing, including hidden FX fees, transaction inefficiencies, complex compliance demands, and the pressure to adopt modern financial technology that keeps pace with global business needs. Adam explains how artificial intelligence in finance, automation, and innovative payment solutions are reshaping the financial ecosystem, giving finance leaders greater control, transparency, and efficiency.

The discussion explores how trusted FX partnerships and smarter data management are essential for global transactions, while also highlighting the promise of blockchain, stablecoins, and crypto in shaping the next era of digital payments. They also cover the rise of virtual banking, fintech innovation, and the critical tools that small and mid-sized enterprises (SMEs) can leverage to compete globally. With insights into algorithmic trading, quantitative analysis, AI-driven trading bots, and automated financial modeling, Adam and Blaine reveal how the convergence of payments, AI, and fintech is redefining the role of the CFO in driving growth and resilience.

This episode delivers practical insights for CFOs, treasurers, and finance leaders who want to optimize payment strategies, cut costs, reduce risk, and position their organizations for success in an increasingly digital financial landscape.

Subscribe to FinFactor for expert conversations with CFOs, fintech leaders, and innovators transforming the future of financial management. Don’t forget to like, follow, and share so you never miss an episode.

Discover how to achieve cash flow clarity, accurate forecasting, and scenario modeling that integrates seamlessly with your financial systems at Dryrun.com.

#Fintech #AIinFinance #ForeignExchange #Blockchain #FutureOfPayments

Watch on YouTube: https://youtu.be/5GHIRVSUtyc

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Adam: linkedin.com/in/adamkatz-kooltra

Learn about Kooltra at kooltra.com

In this episode of FinFactor, Blaine Bertsch and Mike Shum dive into the evolving world of private credit and debt financing, shedding light on the challenges businesses face in securing debt and managing financial data. They explore the critical role of transparency, the increasing complexity of debt structures, and how technology—specifically Cascade—enhances data accuracy and reporting. 

The discussion highlights asset-based lending as a strategic tool for businesses and how investors assess risk in a rapidly diversifying private credit market.

Catch every episode of FinFactor, where experts explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/3IKFRntWSb8

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Mike: https://www.linkedin.com/in/mshum/

Learn about Cascade Debt at cascadedebt.com

#CFO #fp&a #business #finance #podcast #finfactor

In this episode of FinFactor, Blaine sits down with Morgan Hines to explore the significant impact of travel expenses on small and medium-sized businesses. They dive into the hidden costs of corporate travel management, from human error in booking to missed savings due to lack of access to corporate travel tools. 

Morgan highlights how Navan is leveling the playing field for small businesses by offering streamlined travel management, corporate rates, and robust security features. The conversation also emphasizes the importance of partnerships in helping businesses navigate the challenges of corporate travel while enhancing the employee experience and ensuring security.

Catch every episode of FinFactor, where experts explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/MrF45dhEIC4

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Morgan: linkedin.com/in/morganmhines/

Learn about Navan:  https://get.navan.com/q5rqstatayw9

#CFO #fp&a #business #finance #podcast #finfactor

In this episode of FinFactor, Blaine Bertsch and Sam Gupta dive deep into the intricacies of ERP implementation, a transformative journey that requires meticulous planning, stakeholder engagement, and strategic alignment. They discuss the pivotal role of CFOs in ensuring ERP projects address both financial and operational needs, emphasizing phase zero planning, change management, and the careful balancing of internal and external resources. 

The conversation sheds light on how businesses can navigate the complexities of digital transformation while managing costs and avoiding unforeseen challenges, ensuring a successful ERP adoption that drives long-term value.

Catch every episode of FinFactor, where experts to explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/V3J812uvjRc

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Sam: linkedin.com/in/samguptausa/

Learn about ElevatIQ: https://www.elevatiq.com/

#CFO #fp&a #business #finance #podcast #finfactor

Join Blaine Bertsch and Usman Mahmood as they dive into the essential groundwork for harnessing AI in business. This episode of FinFactor uncovers why a solid data structure and organizational data maturity are critical before adopting AI technologies. 

Usman and Blaine break down data maturity stages, highlight AI's transformative role in enhancing efficiency, and outline actionable steps for organizations to embark on their AI journey. 

From addressing the single source of truth challenges to mitigating security risks, they emphasize careful planning, governance, and starting with a discovery phase to ensure AI becomes a powerful ally—not a nightmare. Don’t miss practical insights tailored for CFOs and business leaders aiming to avoid "AI hell" and drive meaningful productivity wins.

Catch every episode of FinFactor, where experts to explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/l0gAP3Y61xk

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Usman: www.linkedin.com/in/meetmahmood

Learn about enovAIt at enovait.io

#CFO #fp&a #business #finance #podcast #finfactor