Best Outsource Chief Investment Officer Podcasts (2025)

1
Master Financial Modeling in Minutes with Chris Reilly, Founder of Financial Modeling Education 29:58

3d ago29:58

29:58

In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small busine…

1
Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited 38:48

10d ago38:48

38:48

In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why th…

1
Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth 37:38

17d ago37:38

37:38

In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade…

1
Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified 32:34

24d ago32:34

32:34

In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial le…

1
What Lights You Up? with Jordan Grumet, Earn & Invest 33:37

1M ago33:37

33:37

In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather tha…

1
Gold, Real Assets, and Portfolio Resilience: A Conversation with Peter Grosskopf 29:26

1M ago29:26

29:26

What’s driving gold to historic highs? Vanessa Hui chats with Peter Grosskopf, a global leader in gold and precious metals, to uncover the key factors behind the recent surge in gold prices. With gold surpassing $3,000 per ounce and a 40% rise over the past year, Grosskopf explains how the changing macroeconomic landscape, central bank policies, an…

1
Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples 55:14

1M ago55:14

55:14

In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt af…

1
NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE 29:49

2M ago29:49

29:49

In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resou…

1
Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata 32:44

2M ago32:44

32:44

In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling i…

1
Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich 55:47

2M ago55:47

55:47

In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial …

1
Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie 32:28

2M ago32:28

32:28

In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a cer…

1
The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase 34:23

2M ago34:23

34:23

In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to t…

1
What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace 33:34

3M ago33:34

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…

1
Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares 25:01

3M ago25:01

25:01

In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With…

1
Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle 29:59

3M ago29:59

29:59

In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and hi…

1
Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech 24:08

3M ago24:08

24:08

In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transfo…

1
Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix 28:08

4M ago28:08

28:08

In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative fi…

1
The AI-Powered Future of Cash Flow with Carlos Vega, Co-Founder and CEO of Tesorio 28:57

4M ago28:57

28:57

In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at …

1
How AI Is Changing the CFO Playbook with Ashwath Bhat, CFO at Fractal 41:31

4M ago41:31

41:31

In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bha…

1
Top Skills and Strategies for Standing Out in Finance with Stephen Newland, Director of FP&A at GrowthLab Finance 34:38

4M ago34:38

34:38

Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance r…

1
The Business of Doing Good with Sam Wehbe, CFO at Medical Teams International 29:05

5M ago29:05

29:05

In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies tha…

1
Trailer 0:46

5M ago0:46

0:46

Welcome to Forthlane Features – a podcast for those seeking insights into sophisticated global investment strategies. At Forthlane Partners, we curate global, diversified portfolios designed to help ultra-high net worth clients in Canada navigate the complexities of a global economy. From wealth preservation to wealth accumulation, Forthlane Featur…

1
Trust, Culture, and All-Weather Portfolios: A Conversation with Robbie Pryde 25:09

5M ago25:09

25:09

What drives a farm boy from rural Ontario to lead one of Canada's top wealth management firms? Vanessa Hui and CEO, Robbie Pryde share his extraordinary journey from family farm bankruptcy to Bay Street success. Robbie looks at his pivotal career moments, his leadership philosophy, and Forthlane's innovative approach to delivering institutional-gra…

1
Building Value Through Financial Analysis with Karl Maier, Founder of Abunden 30:18

5M ago30:18

30:18

In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and busines…

1
CFOs Meet Generative AI with Monica Proothi, Partner and Global Finance Transformation Lead for IBM 27:08

5M ago27:08

27:08

In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and t…

1
Key Lessons in Financial Leadership with Eric Muhlheim, CFO at Mozilla 34:11

5M ago34:11

34:11

In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of …

1
The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro, Managing Partner at BCDN Advisors 54:43

5M ago54:43

54:43

The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the…

1
Scaling Finance in Tech with Howard Wilson, CFO at PagerDuty 33:41

6M ago33:41

33:41

In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centri…

1
The CFO's Role in Shaping Higher Education with John Ferrari, VP of Finance and Administration at Northern Virginia Community College 36:20

6M ago36:20

36:20

In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes. John…

1
The CFO Trifecta Unpacked with Michelle DeBella, CFO at JumpCloud 41:25

6M ago41:25

41:25

In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear…

1
Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman, Interim CFO and Finance Director at Seidman Financial 47:31

6M ago47:31

47:31

In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial …

1
Inside Government Finance with Tonya Johnson-Simmons, Deputy Chief Financial Officer & Director of Financial Management of the U.S. Department of the Interior 40:33

7M ago40:33

40:33

In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership whi…

1
Strategic Financial Engineering with Chad Gold, CFO at G2 36:54

7M ago36:54

36:54

In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, inc…

1
Is a Fractional CFO Right for You? With Luke Boyenger, CEO of Cruzumi CFO & Advisory 39:04

7M ago39:04

39:04

In this episode of CFO Weekly, Luke Boyenger, Chief Executive Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team…

1
Transform Your Data with Alyssa Shadinger, CFO at Sisense 32:23

7M ago32:23

32:23

In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in l…

1
Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn, Director at West Monroe 35:57

8M ago35:57

35:57

In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management. Connor's role as Director at West M…

1
How to Master Financial Leadership Across Industries with Madhu Jagannathan, CFO at Lob 35:16

8M ago35:16

35:16

In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between financ…

1
The Future of Finance with Emmanuel Daniel, Founder of The Asian Banker 42:48

8M ago42:48

42:48

The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to tradi…

1
Effective Communication and Nonprofit Leadership with Timothy Dunbar, CFO at the American Water Works Association 31:27

8M ago31:27

31:27

In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits. Timothy is an Executi…

1
Secrets to Success as a Young Female CFO with Niki Heim CFO and CAO at LogicSource 35:40

9M ago35:40

35:40

In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title N…

1
CFOs, Gen Z, and the Future of Work with Sagar Khatri 35:31

9M ago35:31

35:31

In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of rem…

1
How to Become a Top Financial Advisor with Susan Boles 34:45

9M ago34:45

34:45

In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead …

1
How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson 35:07

9M ago35:07

35:07

In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a …

1
Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner 37:53

9M ago37:53

37:53

In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also sh…

1
From Finance Specialist to Strategist with Gabriel Teixeira 29:23

10M ago29:23

29:23

In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabrie…

1
Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci 33:42

10M ago33:42

33:42

In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of acc…

1
How CFOs Are Becoming Chief Storytellers with Ben Cutting 33:51

10M ago33:51

33:51

When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leade…

1
The Power of AI in Finance with Siqi Chen 30:27

10M ago30:27

30:27

Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO. Siqi Chen is the CEO of Runway, a startup that enables operators to understa…

1
Navigating Global Finance with Vandana Agarwal 19:08

11M ago19:08

19:08

Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to…

1
From Rising Costs to Cost Control with Corey Noyek 28:41

11M ago28:41

28:41

In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops. …

Podcasts Worth a Listen

Outsource Chief Investment Officer Podcasts

Podcasts Worth a Listen