In this episode of CFO Weekly, Dan Wheadon, Partner and Advisory Leader at Cherry Bekaert and leader of their CFO Advisory Practice, joins Megan Weis to explore how modernizing finance operations can unlock a company's potential, transforming the function from a back office support role into a true driver of performance, insight, and innovation.
Dan draws on over twenty-five years of strategy and management consulting experience, advising C-suite executives on solving complex strategic, financial, operational, and technological challenges. He shares practical, three-step guidance for CFOs in the middle market to start small, drive continuous improvement, and prepare their organizations for rapid growth.


What You'll Learn:

• Why the finance function must move from backwards-looking reporting to forward-looking strategic decision support.
• The three-step approach to modernizing finance, starting with fixing the close and building FP&A capability.
• How to balance digital transformation with practicality by focusing on measurable outcomes and ROI.
• The challenge of the CFO as the data steward and the critical need for timely, accurate, and complete information.
• How to build a continuous improvement culture by converging financial and technological skills.
• The future of the CFO role as it becomes more focused on strategic decision support and the convergence of finance and technology.

Learn more about Dan:

• Dan Wheadon on LinkedIn 
• Cherry Bekaert Website 

Episode resources:

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

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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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