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1 The trick to powerful public speaking | Lawrence Bernstein 17:27
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Why do so many of us get nervous when public speaking? Communication expert Lawrence Bernstein says the key to dealing with the pressure is as simple as having a casual chat. He introduces the "coffee shop test" as a way to help you overcome nerves, connect with your audience and deliver a message that truly resonates. After the talk, Modupe explains a similar approach in academia called the "Grandma test," and how public speaking can be as simple as a conversation with grandma. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…
Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci
Manage episode 428003773 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 this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe.
Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.
In this episode, we discuss:
- US GAAP vs. IFRS
- How to prepare for an IPO
- The role of fractional chief accounting officers in accounting conversion projects
- The future of cross-border accounting
Learn more about Katrina:
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.
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
254 episodes
Manage episode 428003773 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 this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of accountants with US GAAP expertise in Europe.
Katrina started her career at PwC in Boston and later moved to Germany to gain deeper insights into global businesses. Her focus has been on helping European companies go public in the US and assisting US companies with acquisitions in Europe. Katrina also advises European tech and biotech CFOs on US GAAP, IFRS, and US transactions such as fundraising, IPOs, and acquisitions.
In this episode, we discuss:
- US GAAP vs. IFRS
- How to prepare for an IPO
- The role of fractional chief accounting officers in accounting conversion projects
- The future of cross-border accounting
Learn more about Katrina:
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.
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
254 episodes
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CFO Weekly

1 From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory 37:01
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The CFO role has evolved dramatically, especially for venture and growth-stage companies where traditional MBA theory meets harsh startup realities. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up. Rick Smith is a seasoned financial executive who has served as CFO for five different companies across industries, including SaaS, health tech, education technology, and retail. With experience scaling businesses from $20M to $300M in revenue, Rick founded Bonfire Advisory to provide fractional CFO services to Series A and B companies. His new book, "Demystifying the Role of the CFO in Venture and Growth Stage Companies," offers practical guidance for finance leaders navigating the unique challenges of high-growth environments. What You'll Learn: Why early-stage CFO work is harder than large company finance roles How to build scalable financial systems before you desperately need them The critical difference between theoretical MBA knowledge and practical CFO skills Why most acquisitions fail and how to beat the odds in M&A deals How to navigate complex revenue recognition in different industries (SaaS vs. healthcare) The "boring but crucial" aspects that can make or break your company during a sale Learn more about Rick: Rick Smith on LinkedIn Bonfire Advisory on LinkedIn Demystifying the Role of the CFO: in Venture and Growth Stage Companies in Amazon 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 Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics 32:34
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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 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 Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company 21:41
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In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change. With a Master of Science in Data Science from the Illinois Institute of Technology, Mohammed brings expertise in data visualization, statistical analysis, and predictive analytics to the global internal audit team. In his current role, he focuses on integrating SAP data into Databricks and performing comprehensive analysis to help identify key risk indicators and align business strategies. What You’ll Learn: How to integrate advanced analytics tools like Databricks and SAP to transform financial analysis and reporting Why starting with descriptive analytics before moving to predictive models creates a stronger foundation for data-driven decisions The essential differences between implementing data analytics in large corporations versus smaller companies How to ensure data insights align with broader strategic goals through cross-functional collaboration Why developing a data-driven culture requires both technical tools and employee training in data literacy Learn more about Mohammed Mohammed Wasim on LinkedIn Molson Coors Beverage Company 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 How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat 35:41
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In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders. Angie is a solutions-driven finance leader and financial project professional with over 25 years of experience spanning utilities, gaming manufacturing, hospitality, IT, and construction industries. She specializes in driving financial processes, executing transformation projects, and implementing strategic system improvements. What You’ll Learn: How to transition from traditional accounting roles to strategic finance leadership Why standardization and automation are crucial for enabling finance teams to focus on strategic initiatives rather than routine tasks The evolution of the CFO role into a storyteller who must communicate financial insights differently across various stakeholders How to leverage AI and automation to free up finance teams for more strategic work while maintaining data accuracy Why cross-training teams and standardizing processes are essential for maintaining agility in fast-paced environments Learn more about Angie Angie Paglinawan on LinkedIn Aristocrat 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 Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum 28:04
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Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services. What You’ll Learn: How to build realistic budgets using a bottom-up approach that starts with unit economics Why socializing budgets across departments is crucial for successful implementation The framework for analyzing revenue targets, hiring plans, and expense management holistically How to use KPIs and historical data to create achievable financial projections Why regular monthly variance analysis and frank discussions drive budget accountability How to tailor budgeting approaches across different business types while maintaining core principles Learn more about Travis: Travis Grundy on LinkedIn Adventum Website Alyn Robert Economic Strategies 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 Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech 32:45
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In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance. With over 30 years of experience in finance and operational roles, Darren has held multiple strategic positions at Trintech since 2001, including CFO and President/COO, before assuming the CEO role. A Fellow of the Association of Chartered Certified Accountants, he has been instrumental in driving Trintech's growth through numerous acquisitions and market expansions. Darren's expertise spans financial leadership, operational excellence, and technological innovation, with a particular focus on modernizing financial processes through AI and automation. What You’ll Learn: How to structure modern incentives beyond traditional compensation to include career advancement and work-life balance Why cross-functional collaboration and data-driven decision-making should be core components of leadership development The role of AI and automation in addressing the declining number of finance graduates and retiring CPAs How to create a culture that encourages experimentation and innovation while maintaining high-performance standards Why purpose-driven initiatives like DEI and employee resource groups are essential for attracting modern talent How to prepare finance teams for digital transformation through continuous learning and adaptation to new technologies Learn more about Darren: Darren Heffernan on LinkedIn Trintech 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 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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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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