CFO Weekly

CFO Weekly

Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.

Episodes

March 17, 2026 27 mins
In this Greatest Hits episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are transforming vendor management through AI-powered automation and strategic oversight, drawing from her experience as former VP of Strategic Partnerships at Affirm, where she witnessed the chaos of managing hundreds of vendors without proper systems at high-growth companies.
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In this Greatest Hits episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is built for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams.
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In this episode of CFO Weekly, Patrick Villanova, Chief Financial Officer at BlackLine, joins Megan Weis to explore how agentic AI is shifting the office of the CFO from binary, "yes/no" automation to autonomous decision-making. Drawing from a decade of leadership at BlackLine and deep experience in SEC reporting, Patrick discusses the critical need for "deterministic" AI, systems where perfection is the only allowable outcome and ...
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In this episode of CFO Weekly, Hari Sankar, Senior Vice President of Applications Development at Oracle, joins Megan Weis to explore how AI, automation, and cloud technology are transforming finance from a reactive, manual function into an automated, insightful, and connected strategic force, drawing from his fifteen-year journey at the intersection of finance and technology and Oracle’s mission to embed AI directly into core finan...
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In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why this flexible model is reshaping the future of executive leadership.
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In this episode of CFO Weekly, Todd McElhatton, COO and CFO at Zuora, joins Megan Weis to explore how the CFO-CEO relationship has evolved from reporting history to engineering outcomes, drawing from his three decades of experience leading finance and operations at SAP, Oracle, VMware, HP, and his role guiding Zuora through its $1.7 billion acquisition by Silver Lake and GIC.
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In this episode of CFO Weekly, Chris Garber, Chief Financial Officer at Guild, joins Megan Weis to explore how AI and automation are transforming finance leadership from technical specialists to cross-functional business generalists, drawing from his experience leading diverse teams across FP&A, analytics, sales ops, IT, and his fifteen-year journey with a transformational mentor who consistently pushed him into new functional area...
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In this episode of CFO Weekly, Mark Dempster, Founder & Chief People Officer at The Circle by Founders Circle Capital, joins Megan Weis to explore how peer community has become essential infrastructure for CFOs navigating pre-IPO pressure, drawing from his experience building The Circle, a private leadership community serving 350 venture-backed CFOs, and his background as the first non-investor role at Sequoia Capital.
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In this episode of CFO Weekly, Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show podcast, joins Megan Weis to explore how new CFOs can successfully navigate their critical first hundred days, drawing from his extensive experience mentoring finance leaders through the challenging transition from technical finance roles to strategic enterprise leadership.
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In this episode of CFO Weekly, Evan Schwartz, Chief Innovation Officer at AMCS Group, joins Megan Weis to explore how modern CFOs can avoid the Gartner-cited 70% ERP failure rate through strategic vision setting, vendor partnerships, and proactive change management, drawing from his 30+ years of experience driving digital transformation across resource-intensive industries and his Amazon best-selling book on ERP implementation.
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In this episode of CFO Weekly, Devin Weil, Chief Financial Officer at ShipMonk, joins Megan Weis to explore how modern CFOs are transforming operational finance by embedding themselves directly in warehouse and logistics operations, drawing from his experience building field finance organizations at XPO and leading finance for one of the fastest-growing tech-enabled fulfillment platforms managing 1,600 employees across 12 global lo...
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In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling in finance.
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In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025.
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In this episode of CFO Weekly, John Glasgow, CEO & CFO at Campfire, joins Megan Weis to explore how modern CFOs can balance financial discipline with product innovation in dual leadership roles, drawing from his experience at Bill.com and Adobe where he mastered the intersection of financial strategy and product development while building an AI-native ERP platform.
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In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challeng...
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In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through real-time forecasting and connected systems, drawing from his experience as former CEO at Sandbox VR where COVID-19 exposed the painful inadequacy of traditional planning tools when rapid scenario planning became mission-critical.
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In this episode of CFO Weekly, Jacob Moelter, COO & CFO at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever, drawing from his extensive background in investor relations, FP&A, and outsourcing services where he's witnessed firsthand how data-driven CX investments drive retention and lifetime value.
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In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance AI innovation with security, drawing from his experience leading revenue operations, controllership, and financial reporting at a leading network intelligence company.
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In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards.
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In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions.
Mark as Played

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