CFO Weekly

From NBA to Tech-Enabled Mental Health Services with Zac Makin

Finance professionals should only focus on profit, budget, and ROI. That's what most of them think. Undoubtedly, a CFO should be good at everything related to numbers. But the role goes beyond that, and the most successful CFOs are the ones who manifest empathy, can build strong finance teams, and take on strategic business decisions. To learn more about the CFO role in the modern business environment, we invited Zac Makin. Zac is an experienced finance manager with a demonstrated history of working in the tech and sports industries. He is the CFO at eLuma, the premier provider of live, online therapy services and software solutions for K-12 and special education. Before eLuma, Zac was the VP of FP&A at Degreed, Senior Director of Finance at Utah Jazz, and Controller at MasteryConnect, Curve Dental Software, BackOps, and Wavelink. In this episode, we discuss: * The CFO versus VP of FP&A role * Tech-enabled services for mental health * Navigating turbulent times as a finance professional * The role of a modern CFO * How does the CFO role contribute to a company's culture and values? * How can CFOs ensure that they contribute to defining a company's strategy? Learn more about Zac: * Zac Makin on LinkedIn [https://www.linkedin.com/in/zac-makin-190194a/] * eLuma Website [https://eluma.com/] Episode resources: * Personiv's Website [https://www.personiv.com/] * Personiv on LinkedIn [https://www.linkedin.com/company/personiv/] * Personiv on Facebook [https://www.facebook.com/personiv] * Personiv on Twitter [https://twitter.com/personiv] If you enjoyed this episode, then please either: * Follow, rate, and review on Apple Podcasts [https://podcasts.apple.com/us/podcast/cfo-weekly/id1511978445] * Follow on Spotify [https://open.spotify.com/show/5yamIjjjmzomIe8fl5tmTr] Instructions on how to follow, rate, and review CFO-Weekly are here [https://www.fame.so/follow-rate-review]CFO Weekly is hand crafted by our friends over at: fame.so [https://www.fame.so/?utm_medium=podcast&utm_source=bcast&utm_campaign=masters-of-community-with-david-spinks?utm_medium=podcast&utm_source=bcast&utm_campaign=confessions-of-a-b2b-marketer] Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank. Check out our three most downloaded episodes: * Strategic Planning and Forecasting for the Future w/ John Cappadona [https://podcasts.bcast.fm/e/5nzy2vl8-strategic-planning-and-forecasting-for-the-future-w-john-cappadona] * Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor [https://podcasts.bcast.fm/e/m84kyryn] * Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller [https://podcasts.bcast.fm/e/v851r158-learning-the-best-practices-of-an-m-a-finance-process-with-liz-hosman-and-mark-miller]

How Technology Influences the Modern CFO with Dan Fletcher

The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are. Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant. In this episode, we discuss: * Relationship building and perseverance for career pivots * The FP&A platform for continuous planning * The role of technology for CFOs * What makes a great CFO? * What makes a good independent director? Learn more about Dan: * Dan Fletcher on LinkedIn [https://www.linkedin.com/in/danfletchersf/] * Planful Website [https://planful.com/] Episode resources: * Personiv's Website [https://www.personiv.com/] * Personiv on LinkedIn [https://www.linkedin.com/company/personiv/] * Personiv on Facebook [https://www.facebook.com/personiv] * Personiv on Twitter [https://twitter.com/personiv] If you enjoyed this episode, then please either: * Follow, rate, and review on Apple Podcasts [https://podcasts.apple.com/us/podcast/cfo-weekly/id1511978445] * Follow on Spotify [https://open.spotify.com/show/5yamIjjjmzomIe8fl5tmTr] Instructions on how to follow, rate, and review CFO-Weekly are here [https://www.fame.so/follow-rate-review]CFO Weekly is hand crafted by our friends over at: fame.so [https://www.fame.so/?utm_medium=podcast&utm_source=bcast&utm_campaign=masters-of-community-with-david-spinks?utm_medium=podcast&utm_source=bcast&utm_campaign=confessions-of-a-b2b-marketer] Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank. Check out our three most downloaded episodes: * Strategic Planning and Forecasting for the Future w/ John Cappadona [https://podcasts.bcast.fm/e/5nzy2vl8-strategic-planning-and-forecasting-for-the-future-w-john-cappadona] * Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor [https://podcasts.bcast.fm/e/m84kyryn] * Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller [https://podcasts.bcast.fm/e/v851r158-learning-the-best-practices-of-an-m-a-finance-process-with-liz-hosman-and-mark-miller]

The Role of a CFO in a Construction Company with Samantha Cook

There are plenty of non-traditional paths that CFOs have taken to get where they are today. We’ve spoken with financial leaders who came from marketing, sales, and even psychology. Today, we dive into a story shared by Samantha Cook, who started as an architect and became a CFO in the construction industry. Samantha is the CFO of Brinkmann Constructors and the President and Founder of Third Entity Group, a private consulting firm focused on delivering strategic business, finance, technology, and supply chain direction to SMBs. Before Brinkmann, she held several roles in finance and operations leadership at companies like Clayco, Brown Smith Wallace, and Escala. Samantha was named a 2019 influential woman in real estate by the REJournals and won the 2019 Inclusion Award from SLCCC. In this episode, we discuss: * Construction and finance * What should first-time CFOs focus on when taking the role? * CFO versus Senior Director of Finance * Supporting SMBs * The CFO role in the construction industry Learn more about Samantha: * Samantha Cook on LinkedIn [https://www.linkedin.com/in/samcook01/] * Brinkmann Constructors' Website [https://brinkmannconstructors.com/] Episode resources: * Personiv's Website [https://www.personiv.com/] * Personiv on LinkedIn [https://www.linkedin.com/company/personiv/] * Personiv on Facebook [https://www.facebook.com/personiv] * Personiv on Twitter [https://twitter.com/personiv] If you enjoyed this episode, then please either: * Follow, rate, and review on Apple Podcasts [https://podcasts.apple.com/us/podcast/cfo-weekly/id1511978445] * Follow on Spotify [https://open.spotify.com/show/5yamIjjjmzomIe8fl5tmTr] Instructions on how to follow, rate, and review CFO-Weekly are here [https://www.fame.so/follow-rate-review]CFO Weekly is hand crafted by our friends over at: fame.so [https://www.fame.so/?utm_medium=podcast&utm_source=bcast&utm_campaign=masters-of-community-with-david-spinks?utm_medium=podcast&utm_source=bcast&utm_campaign=confessions-of-a-b2b-marketer] Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank. Check out our three most downloaded episodes: * Strategic Planning and Forecasting for the Future w/ John Cappadona [https://podcasts.bcast.fm/e/5nzy2vl8-strategic-planning-and-forecasting-for-the-future-w-john-cappadona] * Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor [https://podcasts.bcast.fm/e/m84kyryn] * Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller [https://podcasts.bcast.fm/e/v851r158-learning-the-best-practices-of-an-m-a-finance-process-with-liz-hosman-and-mark-miller]

Preparing the Next Generation of Finance Leaders with Wassia Kamon

Becoming a successful finance leader requires a good balance of soft and technical skills. Besides accounting and FP&A, you need to learn how to leverage branding strategies, talent acquisition, relationship building, and networking. Even the best learners need guidance to advance their careers in the right direction, so we invited Wassia Kamon onto the podcast to mentor you on that journey. Wassia is the VP of Finance and Accounting at ACM Chemistries. Before this role, she accumulated thirteen-plus years working for international manufacturing companies in various accounting and FP&A leadership roles. Wassia also serves as a Board Member and Treasurer of H.O.P.E, a nonprofit organization that helps low-income single parents obtain college degrees and become financially independent. In 2022 she was selected as one of 40 Under 40 Accounting Professionals by CPA Practice Advisor. In this episode, we discuss: * How can you leverage soft skills for career success? * Leadership skills finance executives should master * How do you ensure that you're hiring the right people? * Mentoring entrepreneurs * Building relationships to advance your career Learn more about Wassia: * Wassia Kamon on LinkedIn [https://www.linkedin.com/in/wassiakamon/] * ACM Chemistries Website [https://acmchem.com/] Episode resources: * Personiv's Website [https://www.personiv.com/] * Personiv on LinkedIn [https://www.linkedin.com/company/personiv/] * Personiv on Facebook [https://www.facebook.com/personiv] * Personiv on Twitter [https://twitter.com/personiv] If you enjoyed this episode, then please either: * Follow, rate, and review on Apple Podcasts [https://podcasts.apple.com/us/podcast/cfo-weekly/id1511978445] * Follow on Spotify [https://open.spotify.com/show/5yamIjjjmzomIe8fl5tmTr] Instructions on how to follow, rate, and review CFO-Weekly are here [https://www.fame.so/follow-rate-review]CFO Weekly is hand crafted by our friends over at: fame.so [https://www.fame.so/?utm_medium=podcast&utm_source=bcast&utm_campaign=masters-of-community-with-david-spinks?utm_medium=podcast&utm_source=bcast&utm_campaign=confessions-of-a-b2b-marketer] Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank. Check out our three most downloaded episodes: * Strategic Planning and Forecasting for the Future w/ John Cappadona [https://podcasts.bcast.fm/e/5nzy2vl8-strategic-planning-and-forecasting-for-the-future-w-john-cappadona] * Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor [https://podcasts.bcast.fm/e/m84kyryn] * Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller [https://podcasts.bcast.fm/e/v851r158-learning-the-best-practices-of-an-m-a-finance-process-with-liz-hosman-and-mark-miller]

Training FP&A Skills to Finance Teams and Business Leaders with Christian Wattig

Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful and experienced mentors to guide you along the journey. But finding great mentors who can teach you the science behind FP&A is a challenge. Luckily, we found one. His name is Christian Wattig. Christian is an FP&A leader with twelve-plus years of experience in multinational consumer goods companies and fast-growing tech startups. He is the Head of FP&A Training at Datarails and teaches FP&A skills to finance teams and business leaders via his live online course, FP&A Bootcamp. Christian is also the Founder of FP&A Prep and was previously Financial Planning and Analysis Lead at Squarespace, Senior Finance Manager of FP&A at Unilever, and FP&A Financial Analyst at Procter & Gamble. In this episode, we discuss: * What is FP&A Bootcamp? * How to enhance and automate FP&A processes * FP&A essential skills * What makes a great CFO? * How can CFOs ensure they have a seat at the table when big strategy decisions are made? * Building trust with cross-functional teams Learn more about Christian: * Christian Wattig on LinkedIn [https://www.linkedin.com/in/christian-wattig/] * FP&A Bootcamp Website [https://maven.com/fpaprep/fpa-bootcamp] * FP&A Prep Website [https://www.fpaprep.com] Episode resources: * Personiv's Website [https://www.personiv.com/] * Personiv on LinkedIn [https://www.linkedin.com/company/personiv/] * Personiv on Facebook [https://www.facebook.com/personiv] * Personiv on Twitter [https://twitter.com/personiv] If you enjoyed this episode, then please either: * Follow, rate, and review on Apple Podcasts [https://podcasts.apple.com/us/podcast/cfo-weekly/id1511978445] * Follow on Spotify [https://open.spotify.com/show/5yamIjjjmzomIe8fl5tmTr] Instructions on how to follow, rate, and review CFO-Weekly are here [https://www.fame.so/follow-rate-review]CFO Weekly is hand crafted by our friends over at: fame.so [https://www.fame.so/?utm_medium=podcast&utm_source=bcast&utm_campaign=masters-of-community-with-david-spinks?utm_medium=podcast&utm_source=bcast&utm_campaign=confessions-of-a-b2b-marketer] Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank. Check out our three most downloaded episodes: * Strategic Planning and Forecasting for the Future w/ John Cappadona [https://podcasts.bcast.fm/e/5nzy2vl8-strategic-planning-and-forecasting-for-the-future-w-john-cappadona] * Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor [https://podcasts.bcast.fm/e/m84kyryn] * Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller [https://podcasts.bcast.fm/e/v851r158-learning-the-best-practices-of-an-m-a-finance-process-with-liz-hosman-and-mark-miller]