Being a finance leader is no longer just about controlling costs. 2025’s CFOs are trusted business leaders and innovators that drive growth throughout the organisation. Hosted by technology reporter, presenter and consumer champion, David McClelland, The CFO Playbook features interviews with world-class CFOs, finance leaders and founders from some of the fastest growing companies. The CFO Playbook is brought to you by Soldo.
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CFOs Podcasts
Speaking C-Suite is a podcast series that dives into the high-stakes conversations between CFOs and other key executives at scaling startups and growth-stage companies. As businesses mature, the role of the CFO becomes increasingly strategic—focused not only on financial oversight, but also on integrating data across teams, driving operational efficiency, and enabling smarter, faster decision-making. Each episode explores how modern CFOs leverage advanced analytics, scalable tech platforms a ...
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Just like the slides you get before a big meeting, The Pre-Read prepares CFOs and senior leaders for the decisions ahead. This is the global podcast for the modern office of the CFO, focused on how finance leaders drive performance, resilience, and long-term value in a constantly shifting environment. Designed for executives operating at scale, the show features candid conversations with CFOs, board advisors, regulators, and business leaders shaping how companies compete, comply, and grow. H ...
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Welcome to TreasuryCast, the podcast series brought to you by Treasury Management International, a well-respected and independent voice in the treasury world. TreasuryCast showcases topical, pragmatic solutions and strategic insights providing valuable material for all practitioners, from experienced treasurers and CFOs to those new to the profession.
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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
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Short, impactful podcasts where we speak with business owners from all walks of life about their business. We also give them an opportunity to ask a fractional CFO any question related to the financial success of their business.
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CFOIQ is an exciting video interview series offering the sophisticated guidance and intelligent insights that global CFO’s need to achieve important objectives for their companies and careers. Whether you serve public, private, or private-equity companies, or tax-exempt organizations, CFOIQ delivers timely knowledge, creative ideas, and exciting discussions for growth-minded CFOs and other finance executives. Perfect for both accomplished finance executives, as well as those just starting ou ...
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Accounting Insights by Gary Jain brings clarity to the complex world of finance. Hosted by Gary Jain—CEO of Ledger Labs and a seasoned accountant with 12+ years of experience—this show breaks down accounting, cash flow, automation, and financial strategy into practical, real-world lessons. Perfect for founders, CFOs, and business leaders looking to turn numbers into smarter decisions.
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Startup CFO is a digital first, peer to peer group where finance people working in disruptive tech come together and advise on certain topics, ask questions and grow their peer network. This podcast was designed to cover topics that add value to CFOs and senior finance professionals. We invite industry leaders to cover technical and non-technical topics to help finance professionals grow professionally and personally. As the group has been around for 10 years, we know the ins and outs of bui ...
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Cybersecurity is a business risk that impacts your bottom line, brand, and growth. The Cyber Risk Podcast for Business Leaders, hosted by Mike Fitzpatrick, CRISC, CDPSE, Distinguished Fellow of the Ponemon Institute and CEO of NCX Group, delivers weekly, no-nonsense insights tailored to CEOs, CFOs, and decision-makers. From data breaches to practical cybersecurity and data privacy strategies, we offer steps to manage risk, ensure compliance, and protect revenue. Subscribe now to turn risk in ...
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Ask A CFO is a new podcast series brought to you by the Treasury Today Group. Join us as we learn more about the personal journeys and professional development of CFOs across the world and the different paths taken to become Chief Financial Officer.
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Meet interesting and inspiring and entertaining people who show why Japan is a unique, fulfilling and sometimes frustrating place to do business. We will discuss how to hire, train and retain talent. How to create values that motivate, and review best practices that have worked and attempts that have failed. David will be speaking to company presidents, CEOs, CFOs, HR professionals, coaches, consultants as well as sharing with you some of my own experiences and opinions discovered over the y ...
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GTM Live is a new evolution of Revenue Vitals by Chris Walker, now hosted by Carolyn Dilks & Trevor Gibson, Co-Founders of Passetto — a part tech, part advisory GTM agency for high-performing B2B SaaS companies. This weekly live show is built for CEOs, CFOs & Revenue Leaders who know the current way GTM is executed & measured is broken, and are ready for something better. We cut through the noise & ditch outdated playbooks. No fluff. No vanity metrics. Just honest, modern conversations about ...
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More than a podcast, Patients Win is a movement to restore healthcare to its true purpose: serving patients. Hosted by Dr. Jonathan Bushman and co-host Troy Reichert, Patients Win invites decision-makers to join a movement: making patients the real beneficiaries of healthcare. Through stories, case studies, and candid conversations, the podcast reveals how current systems fail patients, and highlights leaders designing benefits where people, not spreadsheets, come first. Each episode equips ...
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Treasury Talks is a new podcast series brought to you by Treasury Today magazine, the leading global provider of corporate treasury and financial information. A must listen for all corporate treasurers, finance directors and CFOs, each episode brings you different voices from the world of treasury debating the topics of the day. Look for our podcast in the Podcasts app or in the iTunes Store
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Welcome to CFO Chronicles: The Secrets Behind Success, the ultimate podcast for Fractional CFOs and Accounting Firm owners who are eager to land more high-paying clients and elevate their businesses to new heights. Hosted by James Donovan from Nine Two Media, we specialize in helping financial professionals achieve their goals through innovative and effective marketing strategies. In each episode, we dive deep into the world of finance and marketing, interviewing industry leaders who share t ...
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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Chat CFO gives you insight from the people behind the numbers. Finance leaders who’ve had to make tough calls, rethink their role, and learn by doing. You’ll hear directly from the CFOs, COOs, and CEOs behind some of the most meaningful business decisions in recent years. Listen to honest conversations from leaders about what worked, what didn't, and what it really takes to lead when it matters most. The Chat CFO podcast will help you to learn: - How modern CFOs are adapting to AI, regulatio ...
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Vested Interests, the Equity Ownership Podcast powered by Ledgy cuts through the complexity of share plans and equity management. Hosts Gabbi Stopp and Peter Aherne deliver CFOs and financial leaders the insights that matter, from AI revolutionising operations to regulation shifts reshaping the industry. Each episode brings you expert views without the jargon. Join us for Vested Interests, actionable information for growing companies who want their equity to work.
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Welcome to The CMA Show! In every episode we go inside the minds of the most successful Management Accountants i.e. CFOs, Corporate Controllers, VPs of Finance so you can learn how to move up the ranks just like they did. You'll learn the aha moments that led them to where they are today, lessons learned along their career trajectory, and how you can replicate their success. The show is sponsored by CMA Exam Academy, the instructor-led prep course helping professionals around the world pass ...
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FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Tod ...
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WBSRocks podcast features in-depth conversations on customer experience, digital transformation, supply chain, eCommerce, industry 4.0, and enterprise software categories such as CRM, ERP, or analytics suites. The purpose of the show is to help CFOs, COOs, CEOs, and business owners with their daily commercial, operational, or financial challenges by taking a deep dive into business cases and processes, technology strategy and architecture, transformation initiatives, and business models. The ...
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The role of the Chief Financial Officer (CFO) has evolved from back-office support to strategic leader. It takes more than financial skills to master the responsibilities of this position successfully. Above all else, financial leaders need to know how to effectively plan for and execute in the face of the challenges and uncertainty inherent in their chosen industry. This begs the question, "What does it take to really excel in the role of chief financial officer?" Whether you are a seasoned ...
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A Podcast for aspiring finance leaders looking to take that next step in their careers. Hosted by the [axr] Recruitment & Search 3 amigos: Greg O’Shea, Kunal Gupta and Nick Constain, this podcast will give you a unique insight into what it takes to become a successful CFO. Tune in as we speak to inspiring and successful CFOs from the [axr] network as they share their career journeys, how they got to be a CFO and what they learn along the way. It’s the closest thing you’re going to get to del ...
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Petra Söderling, the author of 'Governments and Innovation - the Economic Developer's Guide to Our Future', discusses the role governments play in creating new innovations, and innovation based industries. Intended audience: Economic Development and Foreign Direct Investment Professionals, Policy Makers, Civil Servants, CEOs, CFOs, R&D folks and tech enthusiasts. To subscribe to more free content go to https://petrasoderling.com/ Nothing in the show should be taken as investment advise.
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CurrencyCast is a treasury podcast series from currency management experts, Kantox. In each episode, we look at the pressing foreign exchange (FX) risk issues facing treasurers and CFOs today and help them identify the potential gaps in their FX risk management strategy. Each episode will provide viewers with quick bite-size insights to help them better understand their FX risk, stay informed of the latest currency management trends and learn about the future of FX tech.
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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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In each episode, we take people through what we call a ‘discovery call’ during which we learn about their business, its opportunities, potential areas of development, and strategies to move forward, including those they may have missed. Using this discovery call format in each episode, I speak with folks I’ve met over the years whom I’ve learned from, to revisit these journeys. We won’t hold anything back and will reveal crucial strategies, insights, and potholes to avoid—all vital for the s ...
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Discover insights from CFOs and finance professionals in small to medium-sized businesses. Learn from their experiences, mistakes, and successes to enhance your own finance role today.
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In a world where AI and automation dominate every boardroom conversation, AI & Automation: The Route to Unlocking EBIT and Cash cuts through the noise and gets straight to what matters, turning technology into measurable financial value. Hosted by The Agentic Exec, the AI & Automation Acceleration Partner for enterprise, this series brings CEOs, CFOs, COOs, and CTOs into the same room to answer one question: how do you actually make more money with AI? Each episode dives deep into the realit ...
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Join Hercules Capital in conversations with today’s top CEOs, CFOs, and investors in venture and private equity-backed companies. Learn about their strategies for financing rapid growth and scaling their businesses, as well as their unique interests and life stories that have shaped their paths to success.
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RevCycle Talks, Xtend Healthcare's podcast series, discusses relevant industry news, best practices, and legislative/regulatory changes that may affect your health system. Hosted by Daniel Brooks, Chief Commercial Officer, this series is a must for hospital CFOs and healthcare finance executives.
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FlowStream Exec Shorts brings short, practical insights for finance leaders running NetSuite OneWorld. Each 3-minute episode takes one real-world challenge — cash-flow forecasting, vendor volatility, customer liquidity, or six-week implementation speed, showing how to solve it inside NetSuite, not outside it. Hosted by Paul Edwick, founder of Jazzicca and global distributor of SD-IT’s FlowStream app, these concise segments blend finance reality with implementation know-how. Think of it as a ...
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Adam Lehman invites his friends to answer listener submitted questions about marketing, business, branding, finance, leadership, and creativity. He invites CFOs, artists, managers and even his siblings. Listeners have their submitted questions answered by experts!
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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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Welcome to the CSOsandbox Podcast Channel Your gateway to cutting‑edge insights at the intersection of finance, strategy, and operations. Designed for CFOs, senior corporate leaders, and strategy professionals, this podcast delivers fresh, thought‑provoking perspectives that help you navigate complexity and drive organisational success. Every episode explores how CFOs can become strategic catalysts, aligning financial leadership with corporate vision and operational execution to unlock susta ...
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FX in Focus explores the realm of international B2B payments and market trends. We celebrate the talent and ideas that contribute to the cross-border payments industry and discuss issues facing CFOs and global businesses big and small, so there's a lot to talk about.
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At the Future CFO podcast, we are dedicated to empowering aspiring CFOs, finance professionals, and students with the knowledge and skills they need to excel in their careers. Each episode is designed to provide practical insights, expert advice, and actionable tips that you can apply immediately in your professional life. Join us as we explore the dynamic world of finance and accounting and discover how you can turn your aspirations into reality. Subscribe to the Future CFO podcast on your ...
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Welcome to Unicorny, a podcast about business, strategy, innovating and commercial marketing. We speak to CMOs, CEOs, CFOs, venture capitalists, private equity leads, consultants, influencers... anyone that can provide clues to finding and unlocking value.
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Do You Need a CFO? is a limited podcast series from Rankin McKenzie designed for business owners and leaders who are asking whether their company is ready for CFO-level financial leadership. Through engaging conversations and real-world examples, each episode explores the signs that it’s time for a CFO, what role they should play, and how business owners should choose between fractional and full-time options. From financial visibility and strategic growth and planning to risk management and ...
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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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THE VIRTUAL CFO is a podcast bringing you firsthand leadership strategies and stories from CFOs who are driving change within their organizations. www.pronexusllc.com
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The GrowCFO Show is the podcast produced for finance leaders by finance leaders
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About greytFM - a podcast series by greytHR: The greytFM Podcast series by greytHR offers an engaging and insightful journey through the dynamic and ever-evolving landscape of HR and workplace management. Each episode brings together expert guests, thought leaders, and seasoned practitioners who share their experiences, strategies, and fresh perspectives on a variety of key HR topics. From fostering innovation and inclusivity, navigating complex regulatory frameworks, and reskilling for the ...
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Delegate CFO offers virtual and fractional services expertise at fixed rate pricing. Our CFOs focus on strategic planning to help protect profits and manage cash flow. Work with a trusted virtual CFO to grow your company’s wealth today.
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How They Did It is a podcast by Mashable India, where the CTOs and CMOs, CFOs and the chiefs of all things cool of many businesses and ventures tell us how they made through their journey and well, ‘How they did it!'
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Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero
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In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storyte…
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Emma Game, Partner at Wilson Sonsini, discusses common tax related considerations for CFOs in Tech
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Emma Game, Partner at Wilson Sonsini in London, where she focuses on tax advice for high growth startups. In this discussion we talk about considerations CFOs in Tech need to keep front of mind. We explore permanent establishment risks and learn when sales taxes and VAT might kick in. Taking the perspective of a UK based Tech business expanding int…
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Building Trust at the Top: The Future of the CFO Role with Dallas Clement
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In an era where the average CFO tenure is shrinking, Dallas Clement, CFO of Cox Enterprises, has built a remarkable 35-year career defined by loyalty, adaptability, and strategic leadership. From his early days navigating the analog-to-digital media shift to steering a diversified $23 billion enterprise through the age of AI and transformation, Dal…
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#263 The Real Reason So Many New CFOs Feel Completely Alone, Andrew Tapson, GrowCFO Mentor
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https://www.youtube.com/watch?v=hj4Io4us81k .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/5qgEZZxdGgOTL9SqbWsxIH Stepping into the CFO seat concentrates pressure, confidentiality, and ambiguity—often without a true peer group. In this episode, GrowCFO Mentor Andrew Taps…
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WBSP804: Grow Your Business by Learning the Top 15 Digital Transformation Trends In 2026 w/ Sam Gupta
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Send us a text Digital transformation trends for 2026 reflect a convergence of sustained macroeconomic pressure and meaningful shifts in enterprise-level decision-making, requiring organizations to adopt a more disciplined, systems-oriented approach to technology and investment. While the external environment is expected to remain broadly consisten…
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You know the feeling. The sales conversation is flowing, the prospect is nodding, and you can feel they’re ready to work with you. Then, just as you think it’s a done deal, they hit you with the words that make your stomach drop: "Let me think about it." And then... silence. They ghost you. That "almost yes" can knock your confidence more than a st…
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Winter Re-release #3 - Driving DHL’s Growth and Leadership in Japan with Karsten Michaelis
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As we step into the New Year and take a moment to reset after the holiday season, this episode marks the final Winter re-release before we return with brand-new content. To start the year on a thoughtful note, we’re revisiting one of this year’s most popular episodes, perfect to enjoy with a cup of coffee or tea as you reflect on the year that’s pa…
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1152: Value Creation Starts with Portfolio and Capital Discipline | Manny Korakis, CFO, Presidio
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In his first “60 to 90 days” as CFO of Presidio, Manny Korakis learned that preparation doesn’t cancel pressure, he tells us. “Now the buck stops here,” he tells us, and he “didn’t really appreciate the pace” required until he was living it daily, he tells us. Korakis traces his move into enterprise thinking back to the McGraw Hill companies. Early…
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I Almost Shut It All Down in July. Here’s Why I Didn’t.
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2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the…
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The Quiet Origins of Finance Leaders | A New Years Release
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As one year closes and another begins, most of us are wired to look forward—to new goals, fresh plans, and the next chapter. But this special episode of CFO Thought Leader invites you to do something slightly different: look back. Not to financial milestones or career titles, but to the moments that quietly shape who we become long before anyone ha…
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Why Most Incident Response Plans Fail — And What to Do Instead
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Episode Summary: Most companies have an incident response plan, but very few have one that actually works at 2 in the morning when everything goes sideways. In this episode, Mike Fitzpatrick breaks down the real reasons IR plans fail, why untested playbooks become liabilities, and how CEOs can turn a paper plan into a real business protection strat…
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From Flight Deck to Finance: Bobby Bray on Military Precision in Analytics and FP&A
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Bobby Bray brings his perspective from more than 20 years in banking and consulting with Capital One, Oliver Wyman, and Regions Bank. The retired Navy Captain with four commands talks about strategic decision-making under pressure, working with Fortune 150 C-Suite executives, and the rigor required in FP&A. He says: “To use an aviation term you nee…
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As 2025 comes to a close, Tom provides a recap of the biggest stories in business from the past year, talks about the value ICR continues to provide for clients, and looks ahead to what 2026 may have in store. Happy new year!By ICR
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WBSP803: Grow Your Business by Learning Why Your ERP Strategy Is About to Break: AI is Rewriting the Playbook w/ Sandeep Chopra
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Send us a text AI-native ERP systems are rapidly reshaping the enterprise software landscape by challenging long-standing assumptions about how ERPs are selected, implemented, and evolved over time. As AI becomes embedded directly into configuration, development, and daily workflows, practices once viewed as risky—such as extensive customization, r…
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From Hospital Executive to Primary Care Advocate: Why Jordan Cash Left the System Behind
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Welcome back to Patients Win! In this episode, hosts Dr. Bushman and Troy sit down with a very special guest, Jordan Cash, a seasoned healthcare administrator who traded a high-powered hospital executive role for a bold new vision in patient-centered care. Together, they unpack Jordan Cash’s journey from managing operations in some of the region’s …
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AI in the CAS Suite: Beyond ChatGPT — What Firms Are Actually Using in 2026
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Artificial intelligence is everywhere — but what tools are Client Accounting Services (CAS) firms actually using in 2026 to transform workflows, improve accuracy, and deliver more value to clients? In this episode, we go beyond the buzz and explore the real AI technologies that are making a measurable impact in modern accounting practices. You’ll l…
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WBSP802: Grow Your Business by Learning from Enterprise Software Stories - Aug 2025, Ep 31, an Objective Panel Discussion
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Send us a text A mix of product launches, acquisitions, funding rounds, and legal developments illustrates how enterprise software vendors are simultaneously accelerating innovation while navigating increasing market and regulatory complexity. Salesforce’s updates to Marketing Cloud Next and Agentforce 3, alongside new capabilities from Cordial and…
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Reflecting on progressive finance with Sacha Herrmann'
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How do finance leaders move from reporting the past to shaping the future — and what will truly matter for CFOs in the year ahead? In this special end-of-year episode of The CFO Playbook, host David McClelland is joined once again by Sacha Herman, Chief Financial Officer at Soldo, to reflect on the most powerful themes and insights shared by financ…
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WBSP801: Grow Your Business by Learning the Top 10 Public Sector CRMs w/ Sam Gupta
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Send us a text Public sector organizations operate under a fundamentally different set of constraints and expectations than their private-sector counterparts, making CRM selection a strategic decision rather than a purely technical one. Before reviewing our Top 10 Public Sector CRMs in 2025, it is important to align on how success is defined in thi…
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118. How Often Should You Meet With Your Advisory Clients?
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Today, we're talking about something that sounds simple but changes everything about how your advisory practice feels, for you and for your clients: your client rhythm. I'm talking about how often you meet, what happens in those meetings, and how you keep momentum alive between them. When you get this right, your clients get far better results, and…
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Atoms, Not Electrons: Why Warehouses Still Win | Tim Arndt, CFO, Prologis
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When it came time to pick our holiday bonus episodes, Tim Arndt quickly came to mind. Few companies sit at the crossroads of as many 2025 storylines—tariffs, data centers, and AI—as Prologis. In our February conversation, Tim walked us through a “merger of equals” that reset leadership, the capital-markets discipline that followed, and why logistic…
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If Cyber Can Move a Stock Price, It Can Move a Deal Price
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If Cyber Can Move a Stock Price, It Can Move a Deal Price Host: Mike Fitzpatrick A single cyber issue can cut your valuation before you ever reach the negotiating table. Most advisors won’t mention it. Buyers won’t announce it. But the discount shows up anyway. In this episode, Mike Fitzpatrick breaks down how cyber risk shapes deal pricing in the …
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The 5 Stages of Revenue Transformation – Stage 3: The Breaking Point (The Model Collapse)
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When you’re working harder than ever and still getting questioned, most leaders assume they’re the problem. But what if the real reason you're exhausted isn’t lack of effort...it's that you’re trying to win inside a model that was never designed to show your impact? This episode is part of a 5-part series exploring the journey B2B revenue leaders t…
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Inside the EPM Summit 2026: Asking Better Questions Before Choosing Technology
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David Den Boer traces the origins of the EPM Summit to a pattern he kept seeing across projects. “Sometimes the error is not necessarily beginning in the project,” he tells us, “but in the way they selected the product.” Too often, he observed, finance teams were locked into technology decisions before fully understanding their requirements—or thei…
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54: Ep 054 - The Future of Work in India: Embracing AI, Hybrid Work and Skilling
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In this greytFM episode, Saurabh Kale, Senior Consultant, shares insights on how the future of work in India is rapidly evolving. With over 18 years of experience, he reflects on the changing role of HR in 2025 and what lies ahead. The conversation focuses on three key shifts shaping workplaces today - hybrid and remote work, the growing impact of …
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You’re Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery
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Most firms treat meetings like a checkbox. Talk. Wrap. Move on. But what if the way you run and follow up on meetings is quietly costing you hours each week and revenue you don’t realize you’re losing? Jordan Vickery, co-founder of Vinyl, joins the show to reveal how firms are reclaiming 30-40 minutes per meeting, identifying hidden sales opportuni…
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Before the Outcome Was Known | Jonathan Carr, CFO, Armis
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As the year comes to a close, we’re revisiting a conversation that feels newly relevant. This week, we’re re-releasing our CFO Thought Leader episode with Jonathan Carr, recorded three years ago—long before any exit was in view, but rich with insight into how he thinks about leadership, growth, and decision-making under uncertainty. That mindset wa…
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53: Ep 053 - How HR is Leading Indonesia’s Workforce Shift in a Digital and Green Economy
23:46
23:46
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In this greytFM episode, Sumia, Chief Human Capital and Operations Officer at Hana Bank Indonesia, shares her perspectives on how HR is leading Indonesia’s workforce transformation amid rapid digitalisation and the shift towards a green economy. Drawing on her experience, she reflects on how the role of HR is evolving and what this means for organi…
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QuickBooks AI Assistant: Hype vs. Reality for CAS Firms
18:16
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The QuickBooks AI Assistant promises smarter workflows and faster insights—but how much of the hype holds up for Client Accounting Services (CAS) firms? In this episode, we separate marketing buzz from practical reality and explore how this AI tool performs in real-world accounting environments. You’ll learn: What QuickBooks AI Assistant actually d…
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The 5 Stages of Revenue Transformation – Stage 2: Surviving the QBR Fire Drill
27:54
27:54
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You launched the experiments. You spent the budget. And now leadership wants answers. And suddenly every QBR feels like a fire drill. This is Stage 2 of the revenue leader’s transformation—the moment when activity is high, effort is real, but impact is frustratingly hard to prove. You’re working harder than ever, yet you can’t confidently tie what …
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What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace
33:34
33:34
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33:34
In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dy…
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WBSP800: Grow Your Business by Learning from Enterprise Software Stories - Aug 2025, Ep 30, an Objective Panel Discussion
1:02:37
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Send us a text A wave of funding announcements, acquisitions, and product launches highlights how quickly AI, data, and customer engagement technologies are converging across the enterprise. Significant financings for PhysicsX, Vultr, and Vellum signal strong investor confidence in platforms that support AI-native workloads, applied intelligence, a…
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Customer success has become one of the most powerful drivers of sustainable growth. In this episode of Speaking C-Suite, hosts David Hemenway and Johnnie Walker sit down with Harini Gokul, Chief Customer Officer at Entrust, to explore how modern customer success organizations fuel retention, expansion, and predictable revenue. Harini breaks down th…
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Demystifying the Role of the CFO in Growth Stage Companies: Rick Smith
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Five-time CFO Rick Smith has led finance at companies including inVentiv Health Communications, Exos, Parchment, Solera Health before founding Bonfire advisory. He is also the author o fDemystifying the Role of the CFO in Venture and Growth Stage Companies, a no-nonsense approach to the topic. Reviews for the book include: “This book is a must-read…
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Steve and Alyssa are taking a well-earned break, but the challenges facing the office of the CFO are not slowing down. In this short episode, producer Mike Gravagno looks back on a year where AI moved from pilot programs to expectation and sustainability became more than a side conversation. Looking ahead to 2026, The Pre-Read will return with shar…
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WBSP799: Grow Your Business by Learning the Top 10 Higher Education CRMs w/ Sam Gupta
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12:27
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Send us a text Higher education institutions operate in an environment where academic mission, financial sustainability, and long-term stakeholder relationships must coexist—placing unique demands on enterprise systems. Before reviewing our Top Higher Education CRM Systems in 2025, it is essential to clarify how CRM success is defined in this conte…
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I've seen it a thousand times. You offer a client "business advisory," and their eyes just glaze over. You know you can help them improve their cash flow or grow their business, but they just nod politely and say, "Maybe later." The truth is, it's not that they don't need your help; it's that they can't see what you're really offering. "Advisory" i…
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Episode 6 - Daniel Del Moro - AI Agents, Orchestration & the Future of Work — With UiPath
1:01:19
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Agentic Automation is here — and it’s about to reshape every operating model on the planet. In Episode 6 of The Agentic Exec, Ian and George sit down with Daniel Del Moro, Director of AI Automation & Innovation at UiPath, to unpack one of the most misunderstood — and most consequential — shifts in modern enterprise technology: the rise of autonomic…
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Lessons That Linger: Leadership Reflections From the CFO Seat | Karen Williams, CFO, American Express Global Business Travel
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As we re-release this conversation with CFO Karen Williams during the holiday week, we’re opening the episode with a short preface drawn from something she shared recently on LinkedIn. In a post about books that shaped her as a leader, Williams reflected on culture, bias, and the importance of staying open to different perspectives—ideas that echo …
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In today's world, liquidity management is a key area of focus for corporate treasurers and institutional investors alike. Julien Fouré (Carrefour), Stéphanie Akhal, and Daniele Curci (Amundi) explore how various liquidity solutions can help corporates manage cash efficiently within a robust, risk-controlled framework. This candid discussion covers …
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The Anti-Hourly Firm Model That Clients Actually Prefer - With Dylan Fabbi
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Hourly billing isn’t just outdated, it’s blocking your growth. In this episode, Dylan from Fabbi breaks down how his firm ditched time-based pricing, scaled past 500 clients, and became the go-to financial team for business owners who want more than just “books and taxes.” You’ll learn: Why hourly billing kills service quality and client retention …
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Are you worried that AI could replace your job in accounting or finance? In this episode, you'll discover why CMAs are actually becoming more valuable as AI takes over routine work. You'll learn how combining CMA skills with AI is driving higher salaries and demand for strategic roles. 🎧 Tune in now and start building a future-proof career with pur…
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The Life and Times of Journeys to Treasury
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Didier Vandenhaute (PwC) and Jan Dirk van Beusekom (BNP Paribas) reflect on the 10th anniversary of the Journeys to Treasury (JTT) report, exploring its evolution and the key moments that have shaped its status as a cornerstone of the European treasury community. The conversation also covers this year's report highlights, including emerging topics …
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For many mid-size companies, a TMS is neither necessary nor affordable — and that's often where the discussion ends. However, the value of equipping the treasury team to the same high standard as the rest of the organisation should not be underestimated, says Matthias Varenkamp (Cobase). Doing so, he believes, provides a clear path to future succes…
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S2, EP15: Leading Through Change: Andrew Just on Resilience, Trust, and the CFO Role
32:26
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In this episode of From Go to CFO, we speak with Andrew Just, Chief Financial Officer of Inghams Australia, about leading finance at scale and navigating change across some of the world’s most complex business environments. Andrew reflects on a remarkable 30+ year career at Nestlé, which he joined straight after college and where he held senior lea…
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ISO 20022 - What does it mean for Banks and Corporates?
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In this episode, Danielle Johnson (Westpac) joins Vibhor Narang and Danielle Sharpe (Standard Chartered) to discuss the impact of the ISO 20022 transition on corporate and bank clients. They explore how multinational corporations and financial institutions are utilising ISO 20022 to revolutionise their operations, highlighting both the opportunitie…
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Patrick Horsman, CIO, BNB Plus – Building a Better DAT: How one digital asset treasury is creating real value for investors
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32:04
For those who might be newer to the space, Digital Asset Treasuries, or 'DATs' for short, can be a good way to start investing in crypto. Not all of these treasuries do a great job of creating value for users, but today's company uses an innovative model that includes several different strategies for yield generation. Patrick Horseman is the Chief …
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1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk
48:24
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Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform a flat-growth, cash-bleeding medical device company and “ultimately take it public,” he tells us. That conversation marked a shift from theory to owne…
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The 2026 Tax Tsunami: What Your Clients Need to Know This Week
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The tax landscape is changing fast, and 2026 is shaping up to be a major turning point for businesses and high-income earners. In this episode, we break down the upcoming tax changes that could significantly impact your clients and explain why waiting could lead to costly surprises. You’ll learn: What major tax provisions are set to expire in 2026 …
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Cyber Insurance in 2025 and Where It’s Headed in 2026
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Cyber Insurance in 2025 and Where It’s Headed in 2026 Bite Size Security Cyber insurance has changed. Quietly. And most businesses haven’t noticed yet. In this episode of Bite Size Security, Mike Fitzpatrick breaks down what cyber insurance really means in 2025 and as we head into 2026, why insurers no longer care about what you say you do, and why…
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