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

Beyond the Spreadsheet: Why Finance Leaders Must Translate, Not Just Analyze

April 28, 2026 • 29 mins
In this episode of CFO Weekly, Derek Paulson, Vice President of FP&A at Pura Vida, joins Megan Weis to explore how a generalist mindset, cross-functional curiosity, and the discipline to never outsource critical thinking are defining the next generation of finance leadership, drawing from his journey across manufacturing, consumer brands, and the MBA classroom to his current role at a purpose-driven lifestyle brand.
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Greatest Hits: Financial Planning 101 for College Students with Stephen Heath

April 21, 2026 • 45 mins
In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated.
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How to Become a CFO: The Real Career Path, Skills & Decisions That Matter

April 14, 2026 • 18 mins
In this episode of CFO Weekly, David Liu, Chief Financial Officer at SuccessKPI, joins Megan Weis to explore the non-linear path to the CFO seat, drawing from his experience in GE’s Financial Management Program, roles at Amazon and Framebridge, and leadership across high-growth SaaS companies, sharing how breadth of experience, cross-functional curiosity, and a willingness to embrace uncertainty shaped his journey to finance execut...
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IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public

April 7, 2026 • 29 mins
In this episode of CFO Weekly, Ignacio “Nacho” Redondo, former Senior Vice President of Finance at Nextpower, formerly Nextracker, joins Megan Weis to explore what it truly takes to prepare an organization for an IPO, drawing from his twenty-five-year finance career spanning engineering, private equity, and global technology, including his experience as CFO of Nextracker during its transformation from a Flex subsidiary into a publi...
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Greatest Hits: How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Finance Accounting Consultant

March 31, 2026 • 35 mins
In this “Greatest Hits” episode of CFO Weekly, Megan Weis revisits an insightful conversation with Angie Paglinawan, former Director of Finance IT at Aristocrat and now a Finance Accounting Consultant. With over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction, Angie shares her journey from traditional accounting into strategic finance leadership. This episode is a masterclass in st...
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Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association

March 24, 2026 • 27 mins
In this "Greatest Hits" episode of CFO Weekly, Megan Weis revisits a masterclass in leadership with Jessica McClain, current CFO of the American Staffing Association. Recorded during her tenure as CFO of Girl Scouts Nation's Capital, the 2023 Nonprofit CFO of the Year shares her roadmap for transitioning from public accounting to the C-suite by prioritizing continuous learning, emotional intelligence, and team development. Jessica’...
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Greatest Hits: AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack

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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Greatest Hits: Secrets of a Tech-Savvy CFO with Aaron Levine

March 10, 2026 • 27 mins
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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Agentic AI and the Future of the Deterministic CFO with Patrick Villanova, CFO at BlackLine

March 3, 2026 • 36 mins
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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Automated, Insightful, and Connected: The Future of Finance with Hari Sankar, SVP of Applications Development at Oracle

February 24, 2026 • 32 mins
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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Greatest Hits: Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited

February 17, 2026 • 38 mins
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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The Evolving CFO-CEO Partnership with Todd McElhatton, COO and CFO at Zuora

February 10, 2026 • 24 mins
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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From Finance Specialist to AI-Enabled Generalist with Chris Garber, CFO at Guild

February 3, 2026 • 28 mins
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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The Venture-Backed CFO: Mastering Boardroom Influence with Mark Dempster, Partner at Founders Circle Capital

January 27, 2026 • 29 mins
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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The New CFO’s First 100 Days Playbook with Kevin Appleby, COO at GrowCFO

January 20, 2026 • 30 mins
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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The CFO & CIO Blueprint for ERP Implementation with Evan J. Schwartz, CIO at AMCS Group

January 13, 2026 • 49 mins
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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Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk

January 6, 2026 • 21 mins
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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Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero

December 30, 2025 • 32 mins
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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What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace

December 23, 2025 • 33 mins
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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The Chameleon CFO: Adapting Leadership for Hyper-Growth with John Glasgow, CEO & CFO at Campfire

December 16, 2025 • 29 mins
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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