In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth.

Travis St. Ores is an experienced CFO specializing in private equity and founder-owned businesses, with a focus on building and optimizing finance functions for scalable growth and operational excellence. With a decade of experience in financial leadership, Travis has dedicated his career to supporting private equity-backed companies through critical phases including high growth periods, turnaround efforts, and complex transactional activities.
What You’ll Learn:
How to transition from traditional CFO responsibilities to becoming a strategic "quarterback" for the leadership team

• Why balancing rapid scaling with financial discipline requires clear communication and strategic technology adoption
• The framework for implementing AI and automation to free up finance teams for higher-value activities
• How to navigate the unique challenges of middle-market companies
• The essential skills needed to become a CFO in today's dynamic business environment within a decade
• Why developing cross-functional expertise and embracing change is crucial for modern CFO success
  
  

Learn more about Travis:

• Travis St. Ores on LinkedIn
• Comprehensive Logistics 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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