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CFO Weekly: Daily Summaries Delivered
by Personiv
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO evolves to include long-term performance leadership, technology expertise, and company-wide strategic guidance, more and more accounting leaders are feeling overwhelmed. Join us as we talk to CFOs, Controllers, and other industry veterans who share their expertise on how to streamline accounting processes, create greater efficiency, and move to a data-driven model, allowing you to focus on what matters.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago29 min
Greatest Hits: Building Leadership Through Community
In this Greatest Hits episode of CFO Weekly, Mark Dempster, Founder at The Circle by Founders Circle Capital, joins Megan Weis to explore why peer communities are essential to CFO leadership. Drawing on his experience building The Circle and supporting finance executives at venture-backed companies, Mark shares how vulnerability, peer support, and leadership development help CFOs navigate pre-IPO pressures and prepare for the demands of public company leadership.
- 1 weeks ago24 min
Where Automation Works and Human Judgment Still Matters
In this episode of CFO Weekly, Amy Wang, Chief Financial Officer at Procurify, joins Megan Weis to explore what AI in finance actually looks like inside mid-market companies, where automation adds real value, where human judgment still matters most, and how finance leaders can make smart technology decisions in a landscape that changes every six months. Drawing from her experience at PwC, Solium, Morgan Stanley, and Userful, Amy shares how CFOs can stay disciplined without becoming bureaucratic.
- 2 weeks ago20 min
Where AI Delivers for Finance Teams and Where Fundamentals Still Win
In this episode of CFO Weekly, James Vanreusel, Founder and CEO of Vanreusel Ventures, joins Megan Weis to explore where AI is genuinely improving forecasting, reporting, and analysis, and why fundamentals like pricing, margins, and unit economics still matter most, drawing on a career spanning Wall Street, microfinance, and more than a decade of fractional CFO work.
- 3 weeks ago23 min
Agentic AI Starts with the Process, Not the Technology
In this episode of CFO Weekly, Courtney Stoner, VP of Finance Shared Services at Iron Mountain, joins Megan Weis to explore why agentic AI succeeds only when process redesign comes first, how finance leaders can prioritize use cases, measure ROI, and build controls for AI agents, and what the CFO role will look like over the next two to three years. Drawing from a career spanning civil engineering, operations, M&A, and finance.
- Oct 6, 202621 min
Why Professional Judgment Is the Accountant’s Greatest Differentiator
In this episode of CFO Weekly, Kerrie Jones, Financial Controller at Peak Living, joins Megan Weis to explore why professional judgment, not just technical expertise, is what makes accountants trusted business advisors. Drawing from her experience leading accounting teams through growth and change, hiring and developing more than 50 accountants, and serving on a nonprofit board, Kerrie shares how finance leaders can use AI as a decision support tool while still owning every decision.
- Sep 29, 202628 min
The CFO as Decision Architect
In this episode of CFO Weekly, Shirley Shu-Hurley, Chief Financial Officer at Hillsborough Transit Authority (HART), joins Megan Weis to explore how today's finance leaders are shaping strategy, strengthening governance, and building the organizational capacity businesses need to grow and adapt in an increasingly complex world. Drawing on two decades of experience across the energy sector, entrepreneurship, and global nonprofit finance, Shirley shares her framework for becoming a decision architect rather than a financial operator.
- Sep 22, 202630 min
Why CPAs Make Great CFOs
In this episode of CFO Weekly, John Wise, Director of Finance and Accounting at The Armstrong Company, joins Megan Weis to explore how the CPA designation can become a foundation for strategic business leadership, the cultural growing pains that come with scaling a middle-market business, and where finance leaders should start when transforming a decentralized finance function into one built for growth.
- Sep 15, 202628 min
How CFOs Use AI and Real-Time Data to Make Faster Decisions
In this episode of CFO Weekly, Mark Gaudiosi, Chief Financial Officer at Burro, joins Megan Weis to explore why AI adoption in finance succeeds or fails on one question: what decision does this actually change? Drawing on more than twenty-five years scaling finance functions at Gopuff, Medical Guardian, and now an outdoor autonomous robotics company, Mark shares how CFOs can separate real AI value from hype, why data ownership is shifting from IT to finance, and how operational data from robots is becoming a core financial metric.
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About CFO Weekly
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO evolves to include long-term performance leadership, technology expertise, and company-wide strategic guidance, more and more accounting leaders are feeling overwhelmed. Join us as we talk to CFOs, Controllers, and other industry veterans who share their expertise on how to streamline accounting processes, create greater efficiency, and move to a data-driven model, allowing you to focus on what matters.
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