The CFO Show

The path to becoming a CFO is rarely linear. In today’s environment of constant change, finance leaders are expected to move between strategy, operations, and capital markets while developing the judgment needed to navigate uncertainty and drive growth.In this episode of The CFO Show, Melissa Howatson speaks with Greg Mrva, Chief Financial Officer of GoFundMe, about how varied career experiences shape stronger finance leaders. Drawing on decades of experience across investment banking, public company leadership, and high-growth technology businesses, Greg shares how moving between roles builds pattern recognition, resilience, and better decision-making. His journey from investment banking to CFO offers a practical lens on how finance leaders can expand their capabilities over time.Together, they explore:Why non-linear career paths create stronger CFOsHow experience in banking and operating roles builds strategic insightLessons from integrating acquisitions and building unified teamsHow GoFundMe is scaling a platform at the intersection of money, trust and technologyThe role of AI in accelerating finance workflows and decision-makingHow to develop “range of motion” across strategy, operations and analyticsThe critical skills CFOs need to lead in environments defined by ambiguity and changeWhether building a finance career, leading transformation, or preparing for the next generation of CFO leadership, this conversation offers practical insights on adaptability, growth, and long-term success.

Business agility has become a defining capability for organizations operating in today’s environment of volatility, uncertainty, complexity, and ambiguity (VUCA). But while many companies focus on operational flexibility or technology investments, fewer understand the critical role finance plays in enabling true agility across the business.In this episode of The CFO Show, Melissa Howatson speaks with Mitch Max, founder of BetterVu and Executive in Residence for the Association of Financial Professionals, about what separates organizations that survive from those that thrive during disruption. Drawing on research and decades of experience in enterprise performance management, Mitch shares how agility is less about tools and more about culture, decision-making, and embedded finance leadership.Together, they explore:The difference between finance agility and true business agilityWhy only a small percentage of companies outperform during volatilityThe “sense, decide, act” model for faster, more effective decision-makingHow finance teams act as early warning systems and strategic partnersThe role of EPM systems in enabling real-time planning and collaborationHow to manage data overload and focus on actionable insightsWhere AI is delivering value today, from automation to advanced analyticsWhether navigating economic uncertainty, implementing new planning systems, or redefining the role of finance, this conversation offers practical guidance for CFOs and finance leaders looking to build more agile, resilient organizations.

One of the most consequential decisions a CFO will make is selecting and implementing an enterprise resource planning (ERP) platform. Yet beyond vendor comparisons and licensing costs lie hidden risks—customization overruns, stalled implementations, legacy system constraints, and organizational change fatigue.In this episode of The CFO Show, Melissa Howatson speaks with Harpal Mattu, FCMA, Managing Director at Agilyx Group, about what truly determines ERP success or failure. Drawing on decades of experience guiding global ERP transformations, Harpal shares practical lessons from both high-performing implementations and recovery projects where things went wrong.Together, they discuss:The true total cost of ERP ownership beyond implementation feesWhy excessive customization creates “Frankenstack” environmentsWhen to adapt your processes versus customizing the systemHow to structure ERP programs to reduce risk and avoid burnoutPhasing vs. “big bang” go-lives—and what CFOs must protectWhy change management must begin before system selectionThe evolution of ERP from system of record to system of reasoningWhether you’re modernizing a legacy ERP, evaluating new platforms, or leading a finance transformation initiative, this conversation offers a strategic lens for navigating ERP decisions with confidence and discipline.

Healthcare finance leaders are operating under unprecedented pressure. Rising costs, staffing shortages, payer complexity, and constant uncertainty. Matthew Ennen, Senior Vice President of Finance and Business Development at Ensemble Health Partners, shares how finance leaders can navigate volatility while staying anchored to their mission, their people and long-term resilience. Drawing on more than 20 years of experience across healthcare and consumer industries, Matthew explains why finance skills are highly transferable, how analytics and scenario planning enable proactive decision-making, and why transparency, empathy and communication are now essential leadership requirements. From balancing cost containment with innovation to keeping teams motivated through periods of transformation, Matthew offers practical insights for finance leaders in any industry facing rapid change. Discussed in This Episode:  Leading finance teams through uncertainty and transformation Why finance skills transfer across industries Balancing cost control with innovation in mission-driven organizations Using analytics to move from reactive to proactive decision-making The role of transparency, empathy and communication in leadershipFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.      

What separates good finance teams from great ones? In this special episode, host Melissa Howatson brings together insights from more than 20 finance leaders to answer one deceptively simple question: What is the hallmark of a mature finance team? Across industries and company sizes, their perspectives reveal a shared truth: modern finance teams don’t just report on the business; they help shape where it’s going. From strategic storytelling to cross-functional partnership, from data clarity to embracing AI as an amplifier for decision-making, this episode uncovers the practices that define today’s most effective finance organizations. Discussed in This Episode: Why mature finance teams guide rather than control the business How partnership and communication earn finance a seat at the table The importance of ownership, consistency and predictable processes Why data culture matters more than “perfect” data How AI frees teams to spend more time on storytelling and strategy Why transformation is never one big moment, but an ongoing mindset Guests in Order of Appearance: John Hagerty, Distinguished Analyst, Dresner Advisory Services  Sandra Clarke, Former EVP & COO, Blue Shield of California Tom Panther, CFO, National Christian Foundation (Formerly of Corpay) Amy Ward, CFO, Blue River PetCare  Hugh Cumming, Chief Technology Officer, Vena  Kaz Takemura, Managing Director, FP&A Technology Services, ModelCom Inc.  Aaqil Kassamali, Procurement Director, Vena  Rajat Bahri, CFO, Icertis  Scott Engler, CEO, Sync Executive Partners Anisha Sood, Chief Financial & Strategy Officer, First Choice Health  Darren R. Campbell, EY Americas Tax Technology and Transformation Leader Matthew Ennen, SVP, Finance and Business Development, Ensemble Health Partners Tom Seegmiller, CFO, Texada Software  Janelle Gorman, CFO, York IE  Troy Anderson, CFO, Kelly  Dave Helmer, EY Global Tax and Finance Operate Leader Craig Schiff, CEO, BPM Partners  Igor Stelea, Former Director, CFGI Brandon Sharp, Chief Information Officer, Brookfield Residential  Nick McKeehan, Managing Director, CFO Solutions, Protiviti  Charlie X.W. Liu, Chief Happiness Officer, MCC Peter Emerling, Director, Digital Transformation Practice, Citrin CoopermanFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.     

Financial consolidation has long been treated as a “back-office necessity,” but in today’s complex, data-dense businesses, it’s becoming a strategic engine. Craig Schiff, Founder and CEO of BPM Partners joins Melissa to unpack the evolution of consolidation, why it’s resurging in importance, and how AI is reshaping both FP&A and controllership. Craig shares what companies are getting wrong, why consolidation and planning belong together and the trends he’s seeing as organizations move from legacy systems, Excel-heavy processes and fragmented tools toward unified performance management. He also explains the critical connection between actuals, planning accuracy and strategic speed, and why more CFOs now lead with consolidation at the center of their data strategy.  Discussed in This Episode:  Critical features of modern financial close and consolidation software Building a unified finance tech stack AI in performance management: What CFOs need to know The future of close and consolidationFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.     

Finance doesn’t need to chase a mythical “best-in-class” model; success comes from mastering the fundamentals. In this episode of The CFO Show, Charlie X.W. Liu, Founder and Chief Happiness Officer of MCC, joins Melissa Howatson to unpack the FP&A Trifecta: finance, data and systems and how getting these right transforms finance teams from spreadsheet operators into strategic partners.  Charlie shares lessons from 15+ years advising startups and Fortune 500s on optimizing EPM systems, improving data quality and building finance functions that scale with the business. He also explores how AI is changing finance roles, helping professionals shift from cost controllers to storytellers who drive business growth. Discussed in This Episode:  The three pillars of modern FP&A: finance, data and systems Why clean data isn’t the goal, useful data is How to avoid common EPM implementation pitfalls Why finance leaders must become “story sellers,” not just storytellers How AI is reshaping skills and structure in the finance teamFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.    

Career growth isn’t always a straight line, and sometimes the biggest leaps come from taking a step sideways.   Troy Anderson, Chief Financial Officer at Kelly, shares the defining moments, pivotal decisions, and leadership lessons from his 35-year career spanning industries from telecom to education to talent solutions.   He reflects on leading major turnarounds and public company transformations, navigating mergers and acquisitions, and building finance teams that act as trusted business partners. Troy also discusses how to communicate through change, the importance of listening before leading, and how AI is reshaping the role of today’s CFO.   Discussed in This Episode:  The career pivots that shaped Troy’s path to CFO  How to lead transformation with conviction and clear communication  The power of listening and empathy in leadership  Balancing strategy with detail in a modern finance role  Preparing finance teams for AI and the next era of transformationFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.    

AI promises efficiency, automation, and smarter decision-making, but for large enterprises, the journey is far more complex than simply adopting the latest tool. In this episode of The CFO Show, Rajat Bahri, CFO of Icertis, joins host Melissa Howatson to explore how enterprise finance teams can harness AI to drive transformation. With experience leading finance at global organizations, Rajat shares insights on how CFOs can balance innovation with governance, turn AI into actionable insights and lead change across complex data and system landscapes. He also delves into how trust, data accuracy and integration are shaping the next chapter of enterprise finance, and why CFOs must lead from the top to unlock AI’s full potential. Discussed in This Episode: How enterprise finance can leverage AI for smarter, faster decision-making The difference between AI adoption in startups and large organizations Overcoming legacy systems and data fragmentation challenges Building trust, accuracy and responsible AI practices How CFOs can upskill teams and set the tone from the topFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.    

Procurement is no longer just about cutting costs. It’s about creating value, building partnerships and helping finance teams make smarter, faster decisions. On this episode of The CFO Show, Aaqil Kassamali, Procurement Director at Vena Solutions, joins Melissa Howatson to discuss how procurement has evolved into a strategic function that drives innovation and alignment across the business. Aaqil shares lessons from building procurement teams from the ground up, using technology to gain visibility and insight, and balancing short-term savings with long-term value. He also explains why trust, business acumen and collaboration are now the true measures of success in modern procurement. Discussed in This Episode: Shifting procurement from tactical to strategic The impact of visibility and data on smarter decision-making Building trust and partnership across business functions Balancing short-term wins with long-term value creation Exploring the future of procurement in an AI-driven worldFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.   

In this episode, Brookfield Residential  CIO Brandon Sharp joins host Melissa Howatson to share his unique career journey and to reveal why tighter alignment between finance and IT drives true transformation. Brandon reflects on lessons learned while leading major initiatives in homebuilding and real estate, from navigating shadow IT to building cross-functional trust. He offers practical insights on transparency, influence, and project management—and explains why finance leaders who are “data curious” often become the critical bridge to IT. This discussion highlights practical strategies to strengthen IT–finance partnerships, accelerate transformation, and foster alignment that delivers business-wide impact. Discussed in This Episode: How to transform IT–finance collaboration into a growth engine The “Tell Them” Triad for influence Balancing time, cost and quality in transformation projects Identifying and empowering data-curious champions within finance For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.  

How do you scale finance operations to keep pace with a business that’s doubling in size every few months? In this episode of The CFO Show, Carta CFO Charly Kevers shares how he has navigated constant change while helping the company grow from Series C to Series G and reach a $7.4B valuation. Charly opens up about the tactical lessons he has learned leading finance in a high-growth environment, from building a team of engineers dedicated to finance systems, to embedding innovation into everyday workflows, to experimenting with AI use cases that free teams from repetitive tasks. He also reflects on the cultural side of scaling, explaining why curiosity, adaptability and surfacing issues early are non-negotiable traits for his team. The audience will walk away with practical ideas for leveraging technology, strengthening cross-functional partnerships, and making space for innovation, even when the pace feels overwhelming. In This Episode: Why adaptability and curiosity are essential traits for modern finance talent How Carta scaled operations without continuously increasing headcount The value of a dedicated finance engineering team Partnering with IT, HR and go-to-market teams to drive systems alignment How to embed innovation into day-to-day finance work and create space for it Using hackathons and AI pilots to unlock new efficiencies For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

ERP migration can make or break your finance function. From outdated systems to cloud-based solutions, the stakes are high, and the risks are real. In this episode of The CFO Show, Melissa Howatson, CFO of Vena, sits down with Scott Jorgens, Sr. Director of Marketing and Strategic Partnerships at Endeavour Solutions. With more than 25 years of experience across finance, consulting, and technology, Scott shares how to plan and execute ERP migrations that deliver ROI. They discuss the common pitfalls that derail projects, why change management is just as critical as technology, and how to ensure your data is ready to unlock automation, analytics and AI. Whether you’re just starting to evaluate systems or deep in implementation, this conversation is your guide to building ERP success. Discussed in This Episode: The biggest triggers that Indicate it’s time for a new ERP. Data readiness: how to ensure clean, consistent, automation-ready data. The underestimated cost of change management, and how to get it right. Why “minimal viable product” ERP rollouts often fail. How to align finance, IT, and operations around a shared ERP vision. For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.   

What does it take to lead a high-growth company through economic uncertainty, while still innovating for the future? Larry Roseman, Chief Financial Officer of Thumbtack, joins us to explore the modern finance leader's role in balancing resilience, agility, and long-term value creation. With a career spanning investment banking, accounting, and tech, Larry shares how he's redefined capital allocation, empowered decision-making across teams, and built a finance organization that thrives on trust and flexibility. Learn how to lead with clarity, empower innovation (without waste), and turn volatility into opportunity. Discussed in This Episode: Why CFOs must shift from fixed annual planning to rolling investment cycles The power of decentralized decision-making in fast-moving companies How to empower teams with "envelope budgeting" and shared accountability Why flexibility and financial discipline must go hand-in-hand How to balance profitability and growth through portfolio-style capital planning Tactics for encouraging innovation without a near-term ROIFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.   

Stepping into a PE-backed CFO role? You're not just signing up for financial reporting; you're stepping onto a burning platform. Scott Engler, CEO & Co-founder of Sync Executive Partners, sits down to discuss what separates “A-player” CFOs from the rest in the high-stakes world of private equity. Scott shares the mindset shifts, leadership capabilities, and stakeholder dynamics CFOs must master to drive transformation, align their teams, and quickly build investor confidence. Whether you're already in a PE-backed seat or looking to make this career shift or leading finance elsewhere, this episode provides a framework to lead with confidence and clarity. Discussed in This Episode: What makes a PE-backed CFO different from a public or VC-backed one The #1 mindset shift you need: ownership of all outcomes Why transformation, not just reporting, is now a CFO's responsibility How top CFOs drive performance, alignment and strategic clarity How to build credibility with stakeholdersFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.   

Are you leveraging the full potential of strategic finance in your annual planning process?   In this episode of The CFO Show, Igor Stelea, Director of Strategic Finance, Analytics & Business Transformation at CFGI, unpacks what makes annual planning effective and what causes it to break down. From aligning strategy with operational plans to integrating long-range forecasting and scenario modeling, Igor offers frameworks and hard-won insights on how mature finance teams turn planning into a competitive advantage. Discussed in This Episode: The link between strategic planning and annual budgeting.Why “planning the plan” matter more than you think.How to use OKRs to align strategic and financial priorities.Best practices for rolling forecasts and scenario planning. Common pitfalls that derail planning and how to avoid them.For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com. 

What if the secret to financial agility lies in reimagining the relationship between FP&A and Controllership? Tom Seegmiller, CFO at Texada Software, returns to explore the transformative power of aligning FP&A and Controllership. Tom shares his journey from FP&A leader to full-spectrum CFO, and what he’s learned about the often-overlooked (but essential) collaboration between finance’s two core functions. Together, they unpack how siloed teams can unintentionally hold each other back—and how breaking down those walls can drive agility, enhance clarity, and increase business value.  Discover how aligning FP&A and Controllership could be the key to unlocking your finance team's full potential. Discussed in This Episode: What CFOs get wrong about Controllership, and how to fix it The hidden friction between finance subfunctions How to create “earned” seats at the table across the organization Why both FP&A and Controllership must focus on top-line growth Tools, leadership habits, and structural approaches that make cross-functional alignment stick How AI is helping finance teams build leverage and efficiency For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

Are you leveraging AI to its full potential in your finance department? In this episode, we dive into the practical application of AI in finance with Anton Medvedev, former Senior Product Manager at Vena and CPA/CFA. With his unique blend of finance and tech expertise, Anton offers a roadmap for effectively adopting AI in your financial operations. Anton shares insights on training AI models, understanding AI agents, and effective prompting techniques. He provides real-world examples that demystify this fast-moving technology. Whether you're experimenting with AI in Excel or trying to choose the right vendor, this episode offers practical strategies for getting started, scaling smartly, and ensuring your team stays ahead. Learn how you can transform your finance team from AI novices to strategic innovators, harnessing the power of AI to drive value in your organization. Discussed in This Episode: The core components of a good AI prompt.What AI agents are and how they improve speed, security, and execution.Why early adopters are key to driving internal change.How to evaluate vendors on AI readiness for finance.Common missteps teams make with AI and how to avoid them.Why CFOs must personally engage and lead the AI learning curve.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

In this episode, host Melissa Howatson welcomes Steve Browning, VP of Data Privacy and Corporate Security at Vena, and Kaz Takemura, Managing Director of FP&A Technologies at Modelcom, to explore how finance teams can adopt AI safely and strategically. Steve and Kaz share practical, cross-functional strategies for embedding AI into business operations, from building the right teams to creating scalable governance frameworks. They also unpack the emotional and organizational barriers to AI adoption and offer tips to drive both innovation and risk management.  Whether you're just starting your AI journey or looking to optimize existing implementations, learn how to move from fear to forward momentum, without compromising security or trust. Discussed in This Episode: Why AI is now a non-negotiable technology The importance of cross-functional teams in AI governance How fear and job insecurity are major blockers to adoption The risks of shadow AI usage and how to spot it Guardrails that enable safe experimentation, not restriction Why employee education is the secret weapon of successful AI programsFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com. 

Is your finance team truly driving strategic value, or are you stuck in reactive mode?  Host Melissa Howatson, welcomes Peter Emerling, Director in the Digital Transformation Practice at Citrin Cooperman, to explore the finance maturity model, the four stages of finance maturity and what it takes to move from reaction to transformation. With over 18 years of experience advising businesses across industries and lifecycle stages, Peter breaks down the key components of a modern maturity model, from people and processes to data and governance, and shares practical ways finance leaders can assess where they stand and how to level up.  If you're struggling with siloed systems, manual workarounds or transformation fatigue, this episode offers a roadmap toward building a smarter, more agile finance function. Learn how you can assess your current maturity level and take concrete steps towards finance transformation that drives real business impact. Discussed in This Episode: The Four Levels of Finance Maturity—Sustaining, Reactionary, Transforming and Innovating: Understanding Where Your Team Is Today and What’s Next. Five assessment pillars: People, Process, Technology, Data, and Governance.Red flags that indicate your team may be stuck at level two.How to evolve without ripping out your tech stack.Real-world client examples and what drives true business impact.Actionable strategies to progress through maturity stages.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The era of reactive supply chain management is over. Are you ready for predictive resilience? Nick McKeehan, Managing Director at Protiviti, shares CFO-focused insights on modern supply chain disruptions, from cybersecurity to geopolitical tensions. With 25 years in finance transformation, Nick guides the shift from reactive to predictive, tech-enabled decision-making. Learn how visionary leaders collaborate across the C-suite, invest in digital twins and AI, and redefine supply chain resilience as a competitive edge. This discussion equips finance leaders to navigate volatility, boost agility, mitigate risks, and drive change in today's complex business landscape. Discussed in This Episode: How today’s biggest threats—from tariffs to climate events—are reshaping modern supply chains What resilience means in a high-stakes global economy The CFO's crucial role in cross-functional supply chain leadership with COOs and CIOs How leading organizations use technology like AI and digital twins for smarter planning Finance’s expanding influence in risk management and strategic decisions For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

What’s driving finance leaders’ strategic planning in 2025—and its future trajectory? In this data-packed episode, we welcome back Craig Schiff, CEO of BPM Partners to unpack the findings from Vena’s 2025 State of Strategic Finance Report. From AI adoption to strategic business partnering, Craig dives into key insights on how finance leaders are navigating change, deploying technology, and building more connected and capable teams. Drawing from the report’s insights, Craig reveals the critical direction finance teams must take to remain competitive and efficient. Together with host Melissa Howatson, Craig explores major themes from this year's survey, including surprising optimism among finance leaders, a rise in cross-functional collaboration, and the evolving role of AI within finance operations. If you're a finance leader seeking clarity on where the industry is headed, this is your roadmap. Discussed in This Episode: Why finance leaders are feeling optimistic in 2025 The expanding strategic role of finance in business How teams are managing talent shortages while still growing What's driving widespread adoption of planning technology The real state of AI in finance and what's working Common traits of mature finance organizationsFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

In today's unpredictable real estate market, CFOs are facing complex decisions that could significantly impact their bottom line.   In this episode, Scot Ginsburg, Executive Managing Director at Hughes Marino and author of ‘It's Not All About the Rent’, breaks down the current commercial real estate landscape and what finance leaders need to know to make smart, strategic choices. From the office space downturn to industrial overbuilds, Scot explains why now the time is to rethink lease renewals, restructures, and how to negotiate with landlords. With almost three decades of experience exclusively representing tenants across various industries, he offers invaluable insights on avoiding costly lease mistakes and reveals why the mantra "it's not all about the rent" is crucial in today's market. Discover why traditional approaches to leasing may be costing your company more than you realize and learn the strategies that could save you money in the long run.Discussed in This Episode  Why the real estate landscape is shifting and how companies should respond Lease renewals vs. restructures: Understanding the differences and optimal timing for each Uncovering and avoiding hidden financial traps in commercial lease agreements How to negotiate with landlords in a down market What to look for in a commercial real estate broker: Ensuring the best representation The importance of following a process, even if you “know what you want”  For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

As the startup funding landscape evolves, is your financial strategy keeping pace? In this changing environment, a well-crafted financial strategy has become increasingly crucial for startups. Janelle Gorman, CFO of York IE, York IE, an advisory and investment firm that helps technology companies grow, shares valuable insights on crafting financial strategies that can make or break a startup's success. Drawing from her extensive experience with high-growth startups, Janelle explores key topics such as optimizing cash flow, managing burn rates, and identifying the metrics that drive sustainable business growth.  Whether you're a CFO, finance leader, startup founder, or investor, this episode provides actionable strategies for building financial resilience and positioning your startup for success in the current economic climate. Discover how to transform financial challenges into opportunities for growth and long-term success. Discussed in This Episode  Navigating the delicate balance between growth and financial sustainability in today's market Evolving investor expectations and strategies to make your startup stand out in fundraising Cash flow management techniques to extend runway and fuel effective scaling Essential financial metrics for startup success, including how to optimize CAC payback period Why achieving product-market fit is crucial before ramping up sales and marketing efforts For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Revolutionizing tax functions is no longer a distant dream—it's happening now. This episode delves into the groundbreaking transformation of tax departments from cost centers to strategic powerhouses. Dave Helmer, EY Global Tax and Finance Operate Leader, and Daren R. Campbell, EY Americas Tax Technology and Transformation Leader, share their expertise on how Generative AI or GenAI and other cutting-edge technologies are elevating tax departments from mere cost centers to strategic business partners. The discussion explores how innovative tax strategies are influencing everything from supply chain management to corporate transactions, demonstrating the far-reaching impact of a modernized tax function. This episode examines the challenges and opportunities facing today's tax professionals. From talent acquisition to technological integration, it provides insights for finance leaders aiming to unlock the full potential of their tax departments and drive business value in an AI-driven world. Learn how forward-thinking companies are leveraging their tax functions to navigate complex regulatory environments, drive efficiency, and inform critical business decisions. Discussed in This Episode  The role tax plays in partnership with finance and business decision-making How Generative AI is helping CFOs transform tax operations Challenges in tax data management and integration within finance operations AI use cases in tax How tax functions integrate seamlessly into finance Initial steps for AI adoption Change management in AI adoptionFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The AI revolution is here, and it’s transforming business as we know it.   In this episode, Hugh Cumming, Chief Technology Officer of Vena, discusses the new industrial revolution powered by artificial intelligence. With over 20 years of experience as a product and technology leader, Hugh offers insights into how AI is reshaping the modern business landscape.  The conversation delves into AI’s impact on finance and productivity, offering a glimpse into the future of work. Hugh outlines the emerging skill sets required to thrive in this new era and provides valuable advice on how professionals and organizations can stay competitive in the rapidly evolving tech landscape.  Hugh explores the myriad ways AI is revolutionizing work by automating routine tasks, enhancing decision-making processes, and fostering creative problem-solving. From maximizing operational efficiency to nurturing creativity, Hugh offers practical examples and actionable insights for strategically integrating AI into business operations as a workforce partner.  Learn how AI is shaping the future of business and how you can position yourself and your organization at the forefront of this exciting new frontier.    Discussed in This Episode   The AI-Driven industrial revolution: How to avoid getting left behind  The changing skill sets required for the future AI-driven landscape  How businesses are integrating AI into their workflow  Embracing AI as a workforce partner, not your replacement  Suggestions on how to integrate AI without disruption  Importance of change management in AI adoption For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The art of corporate debt management has become a critical balancing act for CFOs, who must simultaneously fuel company expansion and preserve financial robustness.    Debt is a critical tool that, when leveraged effectively, can drive operational efficiency and business expansion. By structuring debt strategically, organizations can optimize liquidity, mitigate financial risk, and enhance overall capital efficiency.  Tom Panther, former Chief Financial Officer of Corpay, a leading S&P 500 corporate payments company, joins our host Melissa Howatson to discuss the complexities of debt management. Drawing on his 30+ years of experience in finance, Tom explains how CFOs can navigate debt management amid fluctuating market conditions and leverage these changes to benefit their organizations.  Discover Tom’s strategies for effective spend management, proactive cash flow monitoring, and successfully adapting to today’s new business landscape.  Discussed in This Episode:  The macroeconomic impacts resulting from the Federal Reserve rate cuts and broader market volatility.   Strategies CFOs are employing to adapt their financial approaches in response to economic shifts.  Advice on how to maximize debt structure.  How businesses can hedge against volatility.  Positioning your organization for future growth in an evolving climate.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Intellectual property (IP) is revolutionizing how companies build value. For many businesses, the key to sustainable growth lies not in their balance sheet, but in the ideas they own. Erin-Michael Gill, founder of M&A firm Genaesis, LLC, and Chairman of a Federal Advisory Committee on Intellectual Property and Trade, shares his expertise in this episode. With over $1.2 billion in M&A and capital formation investments under his advisory, Gill is consistently recognized as one of the world's leading IP strategists. Erin-Michael delves into the intersection of IP strategy, innovation, and deal-making. He discusses how CFOs can unlock the full potential of their IP portfolios to fuel growth, attract investors, and drive success in M&A transactions. Discover why IP should be at the forefront of your business strategy and learn practical approaches to developing and managing IP assets. Discussed in This Episode: The pivotal role of IP and intangible assets in driving company valuation and growth, with a focus on M&A contexts. Why many businesses overlook their potential to monetize IP and other intangible assets. How a well-crafted IP portfolio can become a cornerstone of a company's growth strategy, attract investors, and secure competitive advantages.  The various ways patents add value to a business, from legal protections to social proof.  Strategies for assessing, valuing, and positioning intangible assets to optimize outcomes in deal-making scenarios.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The CFO-COO partnership is undeniably one of the most powerful alliances that can make or break a company's success. When working in perfect harmony, this duo creates a formidable force that drives strategic decisions, enhances operational efficiency, and propels growth.  In this installment of our finance business partnering series, host Melissa Howatson welcomes Sandra Clarke, Former Executive Vice President and Chief Operating Officer of Blue Shield of California. Sandra, who spent the majority of her career in finance, progressed from analyst to CFO before taking on the COO role. She discusses the unique perspective of having been on both sides of the CFO-COO relationship, addressing the benefits of close collaboration as well as the challenges that may arise from competing priorities.  Discover what it takes to build a successful CFO-COO business collaboration that benefits the entire organization and learn how this dynamic partnership directly impacts a company's bottom line.  Discussed in This Episode: The role of the COO, its variability across companies, and where it intersects with the CFO role in facilitating company strategy and boosting growth. How finance leaders can bring the most value to the operations team by understanding the business, identifying patterns in numbers that may indicate potential issues, and recommending optimal resource allocation. Key elements of a strong CFO-COO partnership, including humility, mutual trust in each other's expertise, and an unwavering focus on what's best for the business. Navigating tensions between CFO and COO roles when financial data doesn't support perceived operational needs, and strategies for collaboration in these challenging situations. For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Healthcare costs continue to be the most unpredictable expense for businesses, creating a challenging dilemma for CFOs. While healthcare benefits serve as a powerful tool for recruiting and retaining employees, the escalating costs are forcing many finance leaders to seek innovative ways to reduce expenses without compromising the quality of care or the attractiveness of their benefits packages.Anisha Sood is the Chief Financial and Strategy Officer at First Choice Health, with more than 20 years of experience across the healthcare industry. Since joining First Choice Health in 2019, she has overseen finance and strategy, focusing on offering more cost-effective solutions to employers. In this episode, Anisha talks to host Melissa Howatson about why healthcare costs are rising and how providers like First Choice Health are bringing them down without sacrificing quality care.Discover how CFOs can adopt innovative approaches to manage both healthcare costs and employee benefits expenditures effectively during challenging economic times.Discussed in This Episode:Recent trends and changes in healthcare benefits, and factors contributing to rising costsHow First Choice Health is disrupting the traditional healthcare benefits model through expanded partnerships and reduced administrative costsStrategies to mitigate healthcare costs, including how insurers can tailor benefits to an employer’s unique needs, considering factors such as geography and remote workforceBalancing the CFO’s need to control costs with the CHRO’s goal of recruiting and retaining employeesThe growing importance of mental and behavioral health benefits in comprehensive healthcare packagesFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The journey from being a solo finance expert to architecting a robust finance function is complex. Knowing where to begin and how to proceed can shape the future of your department and company.In this episode, host Melissa Howatson welcomes Amy Ward, CFO of Blue River PetCare, to discuss the intricacies of building a finance function from the ground up. Amy shares her journey from Senior Accountant to CFO, offering valuable insights into the strategic approach required to align finance with organizational goals and drive sustainable growth. Amy joined Blue River PetCare's team in 2014 as a Senior Accountant and, since then, has played a critical role in the development and management of their Accounting and Payroll teams.Discover how finance leaders should navigate hiring, technology investments, and cross-departmental collaboration as they build and nurture a finance team to drive long-term success.Discussed in This Episode:The most important considerations for finance leaders before making their first hireWhy Amy invested first in her accounts payable team, and how she now views this function as a breeding ground for talentHow to assess the technologies a business truly needs at various stages of its growthNavigating the challenges of transitioning from a small to a larger, more complex finance functionWhy culture fit is often overlooked in finance, but is just as important as in any other part of the businessWhy cultural fit is often overlooked in finance, but is just as important as in any other part of the businessFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The best leaders are insatiable learners, constantly seeking knowledge to fuel their growth. They forge connections with peers, stay attuned to industry trends, and eagerly embrace fresh perspectives.In this special episode, host Melissa Howatson shares three of her top book recommendations, complemented by a curated selection of favorite reads from some past CFO Show guests.Discover what CFOs and business leaders are reading to advance their skills, step outside their comfort zones, and bring continuous value to their teams and organizations.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Compliance and risk management thrive on a robust partnership between finance and legal departments. When CFOs and CLOs collaborate effectively, they cultivate a culture of trust and ethical business practices that enhance corporate governance and drive superior business outcomes.This episode explores the crucial alliance between finance and legal departments, focusing on the CFO and Chief Legal Officer (CLO) dynamic. Megha Parekh, Executive Vice President and CLO of the Jacksonville Jaguars, shares her extensive experience since joining the team in 2013. As part of her responsibilities, Megha oversees all legal matters for the Khan family's portfolio of sports and has advised on acquisitions, real estate developments, naming rights, and other major deals.Megha and host Melissa Howatson discuss the complex intersections of business and law, and the pivotal partnership and strategic collaboration between CFOs, CLOs and General Counsels. From lessons learned to the impact of strong relationships, and from best practices in budgeting to effective project management, discover valuable insights on how finance and legal teams can collaborate to overcome challenges and achieve stellar business outcomes.Discussed In This Episode:The complementary roles of legal and finance, as well as the challenges that arise between the two departments.Top traits Megha has observed in successful CFOs she has worked alongside.The importance of treating colleagues as clients and delivering excellent service between in-house departments.The role of early communication in fostering strong cross-functional partnerships and mitigating business risks.Lessons Megha learned from negotiating the Jaguars’ stadium renovation deal and securing a 30-year lease extension.The value of curiosity and communication in legal and finance.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

As the global push for Environmental, Social, and Governance (ESG) practices and sustainability gains momentum, CFOs face the challenge of translating complex mandates into actionable strategies that simultaneously satisfy regulators, investors, and the company's bottom line.Mark Lumsdon-Taylor, Partner and Head of Sustainability at MHA (an independent member of Baker-Tilly International) guides UK and global business leaders through the process of integrating environmental, social and governance considerations into their operations. Mark joins host Melissa Howatson to explore the impacts of UK environmental regulations, sustainability reporting, and climate-related financial disclosures. In part two of our two-part series, discover the latest developments in sustainability regulations both in the UK and globally and learn how companies can prepare for this increasingly complex regulatory landscape.Discussed in This EpisodeIntegrating sustainability risk management across all company processes to address ESG concerns comprehensively, rather than treating them as isolated compliance tasks.The importance of establishing a board-level leader, ideally a Chief Sustainability Officer (CSO), to coordinate and elevate sustainability initiatives throughout the organization.Engaging a critical third-party advisor to periodically review ESG practices and prepare for upcoming regulatory changes.The necessity for companies to begin collecting baseline sustainability data now, ensuring readiness for future disclosures and maintaining strong customer relationships.Learn what part politics play in shaping sustainability legislation in the U.S. and Europe.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

As the global push for ESG and sustainability gains momentum, CFOs find themselves translating complex mandates into actionable strategies that satisfy regulators, investors, and the bottom line alike.Mark Lumsdon-Taylor, Partner and Head of Sustainability at MHA (an independent member of Baker-Tilly International) guides UK and global business leaders through the process of integrating environmental, social and governance considerations into their operations. Mark joins host Melissa Howatson to explore the impacts of UK environmental regulations, sustainability reporting, and climate-related financial disclosures. In part one of our two-part series, learn about the latest developments in sustainability regulations in both the UK and around the globe, and how companies should prepare for this complex regulatory landscape.Discussed In This Episode:The latest developments in sustainability regulations worldwideHow firms looking to expand globally should navigate sustainability mandates across diverse marketsGuidelines for appointing the right team of advisors to manage regulatory complexity.The importance of adopting a long-term approach (3-5 years) to effectively navigate complex regulations, mitigate potential risks, and implement ESG strategies that enhance market value.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

During times of uncertainty, CFOs must serve as the guiding compass for their organizations, helping business leaders move beyond reactive decisions toward sustainable, long-term strategies. Myles Corson, leader of EY’s Global and Americas Strategy and Markets, Financial Accounting Advisory Services and the host of The Better Finance Podcast, has engaged with numerous CFOs about the complexities of navigating turbulent economic landscapes.Myles joins host Melissa Howatson to discuss why CFOs are uniquely equipped to drive business success in volatile times. They delve into how finance leaders can harness their comprehensive organizational perspective to not only weather challenges but also position their companies for growth and resilience.Discover actionable insights on how CFOs can leverage their unique vantage point to ensure their businesses thrive during challenging times.Discussed in This Episode:How finance leaders can use their vision as a navigation tool for informed decision-making and value creation.The significance of communicating clear end goals and actively soliciting feedback from stakeholders.Strategies for adapting to changing business landscapes without losing sight of long-term objectives.An increasing appetite for finance leaders to be critical players in innovation, as well as the challenges they face in implementing innovation within their own departments.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

A severe talent shortage is threatening the foundation of the finance function: accounting. The accounting profession is facing a critical talent shortage, threatening the foundation of financial operations across accounting firms and businesses of all sizes. Mark Maurer, reporter for The Wall Street Journal’s CFO Journal team, joins host Melissa Howatson to explore this pressing issue. Drawing from his extensive coverage of the shrinking talent pipeline, Maurer discusses the factors driving the increased demand for accountants and the dwindling supply of qualified professionals.As competition for accounting talent intensifies, this episode offers valuable insights for CFOs, finance leaders, and business executives. Join us for a timely discussion on the urgent talent gap and its far-reaching impact on the future of finance teams and beyond.Discussed in This Episode:The consequences of the current talent shortage, both on daily business operations, and long-term opportunities.What’s behind the sharp decline in CPA candidates and a dwindling interest in the accounting profession, and what plans are in place to regrow the pipeline.How finance leaders can retain talent by making accounting team members feel more engaged and valued.Ways to prevent burnout on short-staffed accounting teams, especially given the seasonality of the business function.The role AI will play in the future of accounting and solving the talent shortage.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Financial data alone can’t drive a company’s success; it’s the CFO’s ability to turn that data into a compelling narrative that moves the needle. Whether engaging investors, rallying the board, or inspiring internal teams, the power lies in transforming raw data into stories that align with the company’s vision and steer it through both challenges and opportunities.In this episode, Stephen Bates, Chief Financial Officer of Canford Healthcare Ltd. shares his more than 20 years of experience in finance roles across a wide range of industries in the UK. Stephen discusses the crucial role CFOs play in transforming financial data into engaging stories that drive business outcomes, especially during uncertain times.Learn how effective narratives and storytelling can propel companies toward their strategic goals.Discussed in This Episode:The importance of transparency and clarity in financial storytelling. Weaving your strategic vision into the financial stories you tell. How to select the right metrics and KPIs that align with your story and communicate them through data visualization. Techniques for connecting financial data with emotional appeals to inspire and motivate stakeholders. The key components of an effective change narrative: setting the stage, identifying the drivers of change, outlining the journey, and envisioning the future. For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Filmed at Vena’s Excelerate Finance 2024 Summit, this episode features insights from FP&A and accounting leaders about the demands and rewards of their work. Join us as we dive into the importance of cross-functional collaboration, the art of balancing strategic vision with daily tasks, and the leadership skills that make a difference. Discover how teamwork and a purpose-driven mindset are shaping the future of finance.Featured Guests in Order of Appearance:[00:00], [01:03] Blake Dunaway, Director of Financial Planning and Analysis, Corcentric[00:46] Eugene Fedorinov, MBA, CFA,Sr. Manager, Finance Database & Budget Analysis, Arizona Cardinals [02:43] Pat Jones, SVP, Corporate Controller, PetIQ[04:15] Sultan Akif, Unicorn Account Executive,  Microsoft[06:02] Harjot Ghai, Co-Founder and Chief Operating Officer, Delbridge Solutions, Inc.[06:48] Christine Harms, Vice President and Controller, The Tuscon Roadrunners[07:26] Brian Krause, Chief Financial Officer, Community First Solutions[07:34] Jesse Funes, Senior Vice President, Financial Planning and Analysis, New Horizons[11:07] Dan Crumb, Chief Financial Officer, Kansas City Chiefs[13:04] Carrie Self, Senior Director of Business Intelligence, Tacala CompaniesDiscussed in This Episode:What finance leaders enjoy most about their jobs, from working with so many other teams to being at the center of every major business decision.How finance leaders feel they could be even more impactful with the help of their team and colleagues,What finance leaders wish other colleagues understood about their jobs, and what it takes to be successful.How FP&A roles have changed over time, and why it’s so important to have a bridge between strategic and tactical work.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com. 

The CEO-CFO partnership is arguably the cornerstone of an organization’s success, shaping not only its financial health but its strategic trajectory. This relationship is a delicate balance of mutual respect, candid dialogue, and aligned vision. A thriving CEO-CFO dynamic goes beyond simple collaboration; it involves a continuous cycle of challenging each other’s perspectives, reinforcing financial discipline, and driving innovative strategies. Our host and CFO of Vena, Melissa Howatson, shares such a dynamic relationship with Vena CEO Hunter Madeley. Together, they explore the unique perspectives of their respective roles and how aligning them is key to ensuring that the business is healthy today and positioned for sustainable growth.Learn how the CEO and CFO partnership can be a strategic catalyst for success and discover how this strategic alliance is more than just a business necessity—it’s the key to unlocking the full potential of an organization, ensuring its resilience today and its growth well into the future.Discussed In This Episode: What’s top of mind for today’s CEOs and how finance leaders can support them through uncertain economic timesThe evolving role of CFOs, and whether they should be perceived as order-takers or strategic sparring partners in shaping the future of the businessHow CFOs can use their unique vantage points to help other functional leaders be more future-centricThe horizons of investments, and how CFOs can help CEOs commit to short and long-term goalsFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The General Data Protection Regulation (GDPR) has been in effect since 2018, reshaping how businesses handle personal data across the globe. While many view GDPR as solely a legal or IT challenge, its impact ripples far beyond those departments—it touches every aspect of an organization. For CFOs, GDPR isn’t just about compliance; it’s about safeguarding the financial health of the company, managing operational risks, and ensuring long-term sustainability. CFOs must be at the forefront of creating a GDPR-compliant organization, not only to avoid costly penalties but to protect the organization's reputation.Greet Gemels is the Chief Financial and Operating Officer at Advantage Group International, where she oversees the Finance, Human Resources, and Operations functions of a global market research company. In this episode, Greet and host Melissa Howatson discuss the critical implications of GDPR for CFOs and analyze the financial and operational risks involved.Discover how CFOs can effectively navigate current and evolving GDPR requirements to mitigate data security risks, ensure regulatory compliance, and safeguard their organization's financial and operational integrity.Discussed in This EpisodeHow GDPR data privacy laws have transformed data handling practices and regulatory compliance across organizations.The tangible and intangible costs of achieving GDPR compliance, along with the serious repercussions of non-compliance.The risks and implications of working with third-party vendors for tasks such as human resources and payroll.The critical need for strategic resource allocation, cross-functional collaboration, and robust metrics to assess the financial impact of GDPR compliance efforts.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Filmed at Vena’s Excelerate Finance 2024 Summit,we had the opportunity to engage with a range of FP&A leaders, discussing the current state of business operations and their financial priorities as they strategize for 2025 and beyond.Learn what’s top of mind for CFOs, finance leaders and Microsoft, and how they plan to support business growth in the year ahead.Featured Guests in Order of Appearance:[00:00], [01:53] Dan Crumb, Chief Financial Officer, Kansas City Chiefs[00:48],  [11:40]  Harjot Ghai, Co-Founder and Chief Operating Officer, Delbridge Solutions, Inc.[03:05] Jesse Funes, Senior Vice President, Financial Planning and Analysis, New Horizons[03:53], [09:05] Eugene Fedorinov, MBA, CFA, Sr. Manager, Finance Database & Budget Analysis, Arizona Cardinals[04:13] Pat Jones, SVP, Corporate Controller, PetIQ[04:51] Sultan Akif, Unicorn Account Executive,  Microsoft[06:34] Carrie Self, Senior Director of Business Intelligence, Tacala Companies[07:26] Brian Krause, Chief Financial Officer, Community First SolutionsDiscussed In This Episode:The state of business operations at various organizations, including recent process improvements and investments, as well as ongoing challengesHow CFOs plan to adapt their financial strategies in the second half of the year to navigate potential economic shifts or market volatilityStrategies CFOs and other finance leaders are implementing to enhance the efficiency and accuracy of financial reporting processes and prepare their organizations for growthWhere CFOs feel they need to make continued investments in the year ahead, including AI and other technologiesFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Today's CFOs must excel at both driving organizational productivity while ensuring operational efficiency.Brian Krause is the CFO at Community First Solutions, brings more than 20 years of experience building and leading financial teams, having served as a VP of Finance, Controller, and three-time CFO. He joins host Melissa Howatson to break down the difference between productivity and efficiency, and to explore how CFOs can strike the right balance to drive stronger results. Learn how to maximize productivity on your finance team without sacrificing efficiency, and vice versa.Discussed in This Episode:Distinguishing productivity from efficiency, and the critical importance of ensuring all team members grasp this fundamental difference.The potential pitfalls of emphasizing either productivity or efficiency.How to leverage technology and streamline processes to build lean, agile finance teams.Actionable insights to help CFOs become ultra-efficient leaders in today's dynamic business environment.Strategies for finance leaders to cultivate an organizational culture that prioritizes both productivity and efficiency.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The ability to transform raw complex financial data into a compelling narrative has become a critical skill. Mastering the art of finance data storytelling enables finance professionals to distill complex information into strategic insights, driving pivotal boardroom decisions and shaping business strategy.Akash Kapoor is the CFO at ColdBlock Technologies and has been advising finance leaders on operations and strategy for the last 25 years. Host Melissa Howatson welcomes Akash to explore the transformative power of financial storytelling. Together, they delve into how mastering this critical skill can revolutionize organizational decision-making and propel finance professionals to new heights in their careers. As new technologies give us access to swaths of data, it’s more important than ever to have a finance department that can interpret data and turn numbers into clear business narratives. Learn how financial professionals can break down data silos and guide strategic decisions through compelling, data-driven narratives.Discussed in This Episode:Discover techniques to transform complex financial data into engaging stories that inform and inspire action.The importance of tailoring presentations to various stakeholders, including C-suites, employees, and investors, depending on their financial acumen and objectives.Learn how to leverage storytelling techniques, narrative structures, and data visualization tools to bring your financial data to life and make your insights impossible to ignore.Understand why emerging technologies are elevating the role of finance professionals within organizations.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

In today's customer-centric business landscape, a leadership team that truly understands its customers is crucial. Everyone in the C-Suite should be learning from one another and challenging one another to be more customer-focused.April Oman, the Chief Customer Officer at Resilinc, brings a unique perspective to the leadership team. While her primary role is championing customer success, she's gained invaluable insights about her customers from unexpected sources—including the company's CFO. April is an accomplished customer success executive with 20 years of experience. She is known for driving results and revenue and transforming organizations to be customer-centric in a wide variety of industries and company sizesIn this installment of our "Better Business Partnering" series, April joins host Melissa Howatson to explore the powerful synergy between Chief Financial Officers (CFOs) and Chief Customer Officers (CCOs). They delve into April's collaborative experiences with CFOs, examining how this partnership drives innovation across the organization, improves operational efficiency through cross-functional teamwork, and fosters sustainable growth.Discover how breaking down silos between finance and customer success can lead to transformative outcomes and customer satisfaction.Discussed in This Episode:Strategies to nurture a strong partnership between the finance and customer teamsHow to align financial strategies with customer-centric initiativesThe number one trait that April values in a CFO, and how a CFO can help a CCO be more effectiveThe value a CCO offers to CFOs and the broader C-suitePoints of friction between CFOs and CCOs, and how to overcome themFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Agile isn't just a buzzword—it's the key to unlocking your finance team's full potential in a changing market.While annual budgeting and planning can be daunting, adopting Agile methodologies can transform this process into a dynamic, collaborative effort that propels your business forward, replacing rigid forecasts with flexible, data-driven strategies that adapt to market shifts in real-time.Dominic DiBernardo is a Partner at Citrin Cooperman, where he helps middle-market businesses optimize their finance and business operations. In this episode, Dominic shares how to incorporate agile strategies into a finance team’s annual budgeting and planning cycle. These methodologies, he argues, will make finance teams more efficient and collaborative, so that they can withstand changes in market conditions and foster growth. Discover how finance leaders are revolutionizing their teams by cultivating nimble cultures and leveraging agile methodologies to enhance precision in strategic planning and dynamic budgeting processes.Discussed in This Episode:Practical tips for finance leaders who are looking to pivot more quickly in response to emerging trends, shifting market conditions, and changing business needs. How to leverage real-time data, cultivate a budget-conscious culture, emphasizing accountability and shared objectives, along with adopting budgeting practices that adeptly adjust to market shifts. How finance leaders can foster an agile culture, as well as a collaborative and negotiation-focused approach to agile planning and budgeting.The importance of having the right technology in place to accommodate change and speed up processes, as well as the role AI will play in advancing FP&A.For CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

The Office of Finance is on the cusp of a transformative evolution, driven primarily by advancements in AI.While finance professionals often find themselves bogged down with manual tasks, leaving little room for strategic thinking and data analysis, AI provides critical data and time efficiencies enabling the Office of Finance to focus on business strategy.Rishi Grover, Co-Founder and Chief Solutions Architect at Vena, has spent most of his career helping companies re-engineer and optimize their financial processes. In this episode, Rishi shares how financial leaders can implement AI to reduce repetitive, manual work across their teams and increase focus on strategy. Learn how CFOs and finance leaders can take a pragmatic approach to AI adoption to improve finance functions, transform decision-making, and drive operational efficiency within their organizations.Discussed In This Episode:AI’s potential to streamline and automate time-consuming processes, provide data-driven insights and handle complex tasksTips for Incorporating AI into the Finance FunctionHow to address security concerns, find internal champions, and securely leverage AI technologyAdvanced use cases of generative AI and the broader implications of this technology for the Office of FinanceHow to measure the ROI of AI adoption in finance operationsFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Continuous learning is not just a nice thing to have; it’s a critical necessity in Finance. As regulations, finance tools, and technologies evolve, finance professionals must stay up to date to move at the pace of business. Bryan Lapidus helps financial professionals match that change. Bryan is Director of the FP&A Practice at the Association for Financial Professionals, where he leverages his 20 years of experience in finance, risk, and operations to create and lead educational programs for AFP members.In this episode, Bryan talks to host Melissa Howatson about the many ways finance professionals can engage in ongoing learning on the job and through outside programs and networking opportunities.Learn how CFOs and finance leaders can instill a culture of continuous learning and how finance professionals can embrace a growth mindset to advance in their careers.Discussed In This Episode:Strategies for financial leaders to promote a growth mindset and continuous learningThe effectiveness of micro-learning and its application at critical momentsAnalyzing the return on investment (ROI) of continuous education and strategies to counteract the inclination to cut educational expensesThe benefits of cross-functional learning in all stages of a finance professional’s careerIndicators that finance professionals should consider when selecting an employer that supports continuous learningFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

Finance teams that want to be more data-driven need both technology that can consolidate mountains of data, and skilled professionals who can interpret what it all means.Thomas Ho serves as the Vice President at ProLytics Consulting Group, guiding clients through the digital transformation in finance. Thomas discusses how data gathering methods are revolutionizing finance roles, necessitating new skills that finance professionals need to master to keep pace with rapid change.Learn what hard skills are essential to the modern Office of Finance and how finance leaders can upskill their teams to improve the accuracy and efficiency of financial forecasting and modeling.Discussed In This Episode:The transformative impact of technology on the Finance Department and the evolving requirements of finance occupationsThe critical importance of data literacy, data visualization, and data analytics for modern finance professionalsThe importance of learning SQL and other programming languages to perform needed data analysis and financial modelingHow micro-learning and cross-team training can allow finance professionals to acquire new skills on the job and level up in their rolesThe tools and tech stack finance teams need to support data collection and data interpretationFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.

AI is poised to revolutionize the way we work. Businesses across the globe are investing resources into the development needed to make AI an everyday reality. Leading the charge, Microsoft is pioneering the incorporation of AI into business and daily workflows.Melissa Howatson sits down with Ahmed Adel, the Director of Data, Apps & AI Cloud Solution Architecture at Microsoft to discuss Microsoft’s continuous investments in AI, along with the implications these innovations could have for finance professionals and the potential impact of AI on the future of work.Learn how Microsoft sees the ultimate future state of business operations for finance teams and beyond.Discussed in This Episode:Microsoft's ongoing investments in AI, the evolving interaction between people and technology, and the potential impact of AI on the future of workHow AI will elevate finance leadership by freeing up time for more strategic work, and improving the speed and accuracy of financial reportingHow Microsoft prioritizes investments and works with partners to ensure that their innovations have the greatest impactWhy organizations should be careful to implement AI in the right places, and how they can prepare their workforces for changes that AI will inevitably bringHow Microsoft ensures its AI products are used ethically and responsiblyFor CFO insights, episode show notes, and exclusive blog content, visit thecfoshowpodcast.com.