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How AI Is Changing the CFO Playbook with Ashwath Bhat, CFO at Fractal
Manage episode 458363654 series 3096816
Content provided by Personiv. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Personiv or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat.
Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE.
In this episode, we discuss:
- The role of AI in finance
- Leveraging AI for efficient decision-making
- The evolving role of CFOs in the age of AI
- Data privacy and cybersecurity
Learn more about Ashwath:
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Instructions on following, rating, and reviewing CFO Weekly are here.
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
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at: fame.so
CFO Weekly is handcrafted by our friends over at: fame.so
250 episodes
Manage episode 458363654 series 3096816
Content provided by Personiv. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Personiv or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat.
Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE.
In this episode, we discuss:
- The role of AI in finance
- Leveraging AI for efficient decision-making
- The evolving role of CFOs in the age of AI
- Data privacy and cybersecurity
Learn more about Ashwath:
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Instructions on following, rating, and reviewing CFO Weekly are here.
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
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at: fame.so
CFO Weekly is handcrafted by our friends over at: fame.so
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CFO Weekly

1 Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education 29:58
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In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling. With a diverse background spanning consulting, FP&A at Hilton Worldwide, and middle market private equity, Chris has transformed his decade of hands-on experience into practical, accessible educational content. As a financial modeling educator and contractor since 2020, Chris focuses on breaking down sophisticated financial concepts into systematic, repeatable steps, enabling professionals to build in hours that previously took weeks. What You’ll Learn: How to master the four universal pillars of financial modeling The systematic three-step approach to breaking down complex financial models into manageable components Why understanding the three financial statements is crucial for modeling any industry or company size The power of monthly vs. annual modeling for revealing critical business insights and seasonal patterns Why intellectual curiosity is essential for advancing in financial roles and creating proactive value Learn more about Chris: Chris Reilly on LinkedIn Financial Modeling Education Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited 38:48
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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. Sara is a distinguished Chartered Accountant and co-founder of the CFO Center and Liberti Group, pioneering the fractional CFO model globally. With over two decades of experience transforming entrepreneurial businesses, she has grown the CFO Center to operate across 17 countries with 800 CFOs. Having started her career at Deloitte and holding an MBA, Sara revolutionized the part-time CFO concept in the early 2000s, developing it from a personal solution for work-life integration into a global business model. What You’ll Learn: How fractional CFO services enable growing businesses to access high-level financial expertise without the cost of a full-time executive Why the $2-3 million revenue mark is the optimal time for businesses to consider bringing on a fractional CFO How to transition from traditional CFO roles to fractional work Why culture fit matters more than industry expertise when matching fractional CFOs with clients How the fractional model helps executives achieve better work-life integration while maintaining career growth Learn more about Sara Sara Daw on LinkedIn The CFO Centre Group Limited Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth 37:38
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In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade of experience in capital markets, corporate finance, and fintech, Rich has developed deep expertise in helping companies navigate financial complexities during crucial growth phases. His background includes serving as one of the first financial hires at a successful Toronto-based fintech company that grew from 5 to 300 employees. What You’ll Learn: How the CFO role has evolved from traditional accounting to become a critical strategic partner for growth and scalability Why the $1 million revenue mark is the crucial turning point for businesses to implement professional financial management The essential framework for building accurate financial forecasts beyond simple revenue projections How cloud adoption is transforming financial operations through improved accessibility, control, and real-time insights The emerging impact of AI and cloud technologies on reducing monthly closing times and improving financial decision-making Learn more about Rich Rich Zhou on LinkedIn Aquifer Growth Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified 32:34
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In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial leader with vast experience in global technology companies across the US and UK. His expertise in business partnering and value creation has been demonstrated through successful roles at Vista-backed companies, PSG, and Fortune 500 organizations like NCR. Tom is known for his strategic approach to transforming transactional revenue models into recurring revenue streams and his success in managing M&A integrations. What You’ll Learn: How to transition from traditional finance roles to becoming a true business partner The importance of rapid M&A integration and having a clear integration playbook for driving value creation How to transform transactional revenue streams into recurring revenue through strategic storytelling and data support Why embracing VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is essential for successful financial leadership The strategic approach to implementing AI across different business functions, from accounting to customer service Learn more about Tom: Tom McDermott on LinkedIn Career Certified Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 What Lights You Up? with Jordan Grumet, Earn & Invest 33:37
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In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning Learn more about Jordan: Jordan Grumet on LinkedIn Jordan Grumet’s Website Earn & Invest Website 'The Purpose Code’ book Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples 55:14
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In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt after the last recession. Chris, the “Cash Flow Expert” and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. His expertise has been featured in US News, CNN Money, Entrepreneurs on Fire, and BiggerPockets. Through his company, Money Ripples, Chris has helped clients increase their cash flow by nearly $300 million over the past 12 years. What You’ll Learn: Why most financial advisors aren't financially free themselves How Chris went from millionaire to millions of dollars in debt and back again The biggest lies about 401(k)s, the stock market, and "set-it-and-forget-it" investing The best passive income strategies that actually work today How alternative investments can provide better returns with lower risk Learn more about Chris: Chris Miles on LinkedIn Money Ripples Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE 29:49
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In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resource management. With over 26 years of experience spanning public practice, funds management, and international NGOs, Ranil brings a unique perspective to humanitarian finance and operations. A Certified Practicing Accountant with executive education from Oxford University and MIT Sloan, he has held pivotal roles, including interim CFO at Save the Children Norway and Global Director of Financial Analysis. In this episode, we discuss: How CARE manages a $900 million portfolio across 50 country offices The unique challenges of financial management in the NGO space How technological innovations are reshaping NGO operations Learn more about Ranil: Ranil DeSilva on LinkedIn CARE Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata 32:44
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In this episode of CFO Weekly, Claire Bramley, 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. With a vast background in corporate finance and technology, Claire brings over two decades of experience, including significant tenure at HP, where she served as Global Controller and led finance strategy for their $17 billion EMEA business. Claire's expertise spans financial controls, strategic planning, and digital transformation, particularly in leveraging AI and analytics for business growth. In this episode, we discuss: The evolution of the CFO role beyond traditional financial operations How Teradata implements rotation programs and cross-functional collaboration to develop talent The impact of AI and analytics on financial decision-making How modern CFOs balance traditional responsibilities with expanding strategic duties Learn more about Claire: Claire Bramley on LinkedIn Teradata Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich 55:47
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In this episode of CFO Weekly, Rick Yvanovich , CEO & Founder of TRG International , explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial entrepreneur, and the author of Business as Unusual . With over 40 years of leadership experience spanning multiple industries, he helps organizations unlock their potential through smarter leadership and cultural transformation. In this episode, we discuss: The transformative role of emotional intelligence in effective leadership and strategic decision-making The reasons traditional business models are struggling and how organizations can adapt to thrive Key strategies for CFOs to maintain relevance and drive value in an era of digital transformation Why hiring for attitude and potential is more impactful than focusing solely on technical skills The essential elements of building a high-performance, purpose-driven company that fosters growth and innovation Learn more about Rick: Rick Yvanovich on LinkedIn TRG International Website PJ’s Coffee Website Great People Inside Website Business as Unusual book Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie 32:28
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In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a certified Lean Six Sigma Master Black Belt with an MBA and Master's in Law Firm Management, William combines deep financial understanding with operational excellence principles to drive organizational success. His career spans prominent roles at global organizations, including Accenture and Fannie Mae, before finding his true calling in legal finance leadership. In this episode, we discuss: How the Six Sigma methodologies transform financial operations and process improvement The unique challenges of financial leadership in law firms The importance of authentic leadership and creating a culture where "trying is not a failure" What impact does AI have on financial operations Learn more about William: William Washington on LinkedIn Baker McKenzie Website College of Law Practice Management Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase 34:23
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In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to the intersection of banking and technology transformation. As a respected thought leader in digital banking innovation, he has held strategic positions across major institutions including Bank of America and Zions Bank Corporation, and served as Chief Strategy Officer at both Extractable and Finalytics AI. Alex's distinguished career spans roles in strategic planning, digital banking, operations, and customer experience, complemented by his influential work as chairman of the Consumer Bankers Association's Digital Channel Committee and founding member of the American Bankers Association's fintech committee. In this episode, we discuss: Why digital transformation should be viewed as a business model transformation rather than just a technology upgrade How C-suite alignment and CEO commitment are essential for meaningful organizational change What is progressive modernization The impact of AI and machine learning on banking's future Learn more about Alex: Alex Jimenez on LinkedIn Backbase Website Finovate Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace 33:34
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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. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dynatrace, he served as Executive Vice President and CFO at Akamai Technologies and spent over 20 years in various leadership roles at Hewlett Packard. In this episode, we discuss: The evolution of the CFO role from traditional financial steward to strategic business partner What are the critical components of modernizing finance functions How CFOs can leverage data analytics and storytelling to drive better decision-making CFO's expanding role in driving company-wide alignment and growth Learn more about Jim: Jim Benson on LinkedIn Dynatrace Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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1 Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares 25:01
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In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With a robust background in venture capital and private equity-backed tech companies, Luigi has sharpened his expertise in scaling businesses and navigating the complexities of financial management. His leadership was recognized when he was named one of Boston Business Journal's 2023 CFO of the Year honorees. Before LinkSquares, he held significant roles at companies such as Building Engines, Rapid7, Nanigans, Rapid7, and Acquia. In this episode, we discuss: Luigi's journey in the tech and finance sectors How understanding the narrative behind the numbers is crucial for effective communication within a company Insights on transitioning from a variable revenue model to a SaaS model Fundraising strategies for growth-stage companies Learn more about Luigi: Luigi Testa on LinkedIn LinkSquares Website The F Suite Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle 29:59
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In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and highly accomplished senior executive specializing in cloud technologies and digital transformation within the finance sector. With a career spanning over 35 years, Keith has held pivotal roles in various industries, including his tenure as Chief Accounting Officer at Caesars Entertainment, where he led a groundbreaking transition to cloud ERP systems, becoming the first in the industry to do so. In this episode, we discuss: The significant role of cloud technology in modern finance How AI is revolutionizing traditional finance functions Cultural challenges that organizations face when implementing AI The future of finance and exciting trends in AI Learn more about Keith: Keith Causey on LinkedIn Oracle Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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CFO Weekly

1 Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech 24:08
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In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transforming budgeting in the years ahead. CJ is a seasoned CFO with vast experience in the tech industry, particularly in scaling software companies through strategic financial management. With a background that includes consulting at PwC and working in private equity, CJ has developed a keen understanding of business models and the complexities of revenue growth. He has played key roles in hyper-growth environments, focusing on financial planning and analysis, sales operations, and overall corporate strategy. In this episode, we discuss: The role of storytelling in finance Key financial metrics to prioritize during the budgeting process Common pitfalls companies face during budgeting and how to overcome them The integration of data analytics and AI into budgeting Learn more about CJ: CJ Gustafson on LinkedIn PartsTech Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here . 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 If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so…
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