Best Adventum Podcasts (2025)

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Season 4 Episode 2 - A Long, Awaited Reunion 3:11:22

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5d ago3:11:22

3:11:22

Naeem takes over as the GM for this arc as the Rubicon crew begin their travels to meet Xylo's sister, but find themselves with a situation that possibly is more than they could handle.By Adventum

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CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft 27:39

2d ago27:39

27:39

In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are evolving from traditional financial oversight to strategic leadership partners who craft compelling financial narratives that drive business growth. Matt brings extensive experience scaling companies across different indu…

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AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan 27:31

9d ago27:31

27:31

In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning and strategic decision-making through AI-powered scenario modeling and connected enterprise planning. Hemant brings a unique blend of engineering precision and financial acumen, having started his career as …

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Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP 23:15

17d ago23:15

23:15

In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs are building agile, tech-enabled teams that drive innovation through curiosity, experimentation, and strategic use of offshore talent. Matthew brings over 20 years of experience, starting his career at Ernst & …

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AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software 32:44

23d ago32:44

32:44

In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through AI-powered automation and strategic oversight. Billy brings extensive experience from his tenure as CFO at Cvent, where he navigated the company through a pandemic, two public offerings, an…

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

1M ago34:23

34:23

By Personiv

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Season 4 Episode 1 - Beginning of the End 4:15:28

1M ago4:15:28

4:15:28

The Rubicon crew prepares for their next mission, but the state of the Galaxy doesn't make their choice easy.By Adventum

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Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum 28:09

1M ago28:09

28:09

Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and …

1
From Engineer to Finance: A Blueprint for Modern Energy Finance with Zachary Kimball, PE, MBA, Citation Oil and Gas Corp 19:17

1M ago19:17

19:17

In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs in the energy sector are transforming their approach to managing aging assets while balancing escalating production costs and operational efficiency. Zach brings unique insights as a petrol…

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Cash Forecasting: How CFOs Navigate Financial Distress with Daniel Fulton, Locust Street Advisory 43:27

2M ago43:27

43:27

In this episode of CFO Weekly, Daniel Fulton, President and Principal Consultant at Locust Street Advisory, joins Megan Weis to explore how financial leaders can effectively manage turnarounds and cash forecasting during periods of financial distress. Daniel brings over a decade of experience spanning corporate finance, construction finance, health…

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CFO Pulse Report: Insights on AI, Talent, and Resilience with Megan Weis and Jack McCullough 35:44

2M ago35:44

35:44

In this special episode of CFO Weekly, we turn the tables as Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report. Megan brings extensive experience in finance and accounting outsourcing, having started her career as a CPA at Deloitte & Touche before transitioning through…

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How to Bridge the Gap Between Finance and Business with Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle 31:29

2M ago31:29

31:29

In this episode of CFO Weekly, Soufyan Hamid, Chief of Financial Storytelling Program of The Finance Circle, joins Megan Weis to explore how modern finance professionals are transforming their roles from back-office functions to strategic business partners through the power of financial storytelling. Soufyan brings extensive experience with over a …

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Season 3 Episode 33 - Season 3 Q&A 2:16:24

2M ago2:16:24

2:16:24

The cast comes together to wrap up Season 3. We talk about our favorite moments and answer fan questions.By Adventum

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The AI-Powered CFO: Navigating the Future of Finance with Nicolas Boucher, Founder of AI Finance Club 36:33

2M ago36:33

36:33

In this episode of CFO Weekly, Nicolas Boucher, a finance AI thought leader who has trained over 5,000 professionals, joins Megan Weis to explore how modern CFOs can leverage AI to transform their finance operations through strategic prompting, automation, and human-machine collaboration. Nicolas brings extensive experience with 15 years in finance…

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How Accounting Firm Owners Transform Profitability with Reza Hooda, Founder of Profitable Accountants Community 24:43

3M ago24:43

24:43

In this episode of CFO Weekly, Reza Hooda, Founder of the Profitable Accountants Community, joins Megan Weis to explore how modern accounting firm owners are revolutionizing their business models by moving from hourly billing to value-based pricing. Reza brings extensive experience as a former PwC professional who built and scaled his own seven-fig…

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Unlocking the CFO’s Strategic Power in the AI Era with Kumar Parakala, CEO of Tabhi 44:20

3M ago44:20

44:20

In this episode of CFO Weekly, Kumar Parakala, a distinguished CEO, founder, investor, and board director, joins Megan Weis to explore how modern CFOs are evolving from traditional financial guardians to strategic architects of organizational transformation in an AI-centric world. Kumar brings 25+ years of experience including 15 years with KPMG wh…

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AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack 27:40

3M ago27:40

27:40

In this episode of CFO Weekly, Sara Wyman, CEO & Founder at Stackpack, joins Megan Weis to explore how modern CFOs are revolutionizing vendor management through AI-powered automation and strategic oversight. Sara brings extensive experience as a former VP of Strategic Partnerships at Affirm Inc. and VP of Enterprise Sales, where she witnessed first…

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Season 3 Episode 32 - Citadel Sleuths 3:11:31

3M ago3:11:31

3:11:31

The Rubicon team prepares to leave the Citadel, but first they must discover what happened to Cleo.By Adventum

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Billing Bottleneck and How CFOs Solve Manual Finance Operations with Apurv Bansal, CEO & Co-founder at Zenskar 25:36

3M ago25:36

25:36

In this episode of CFO Weekly, Apurv Bansal, CEO & Co-founder at Zenskar, joins Megan Weis to explore how modern CFOs are transforming their finance operations by moving from manual spreadsheet-based processes to AI-powered billing and revenue recognition systems. Apurv brings unique insights as a second-time entrepreneur, IIT Delhi and Harvard Bus…

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Gen Z and the CPA Shortage: Why Young Talent is the Solution with Paul Peterson, Managing Partner at Wiss & Company, LLP 35:26

4M ago35:26

35:26

In this episode of CFO Weekly, Paul Peterson, Managing Partner at Wiss and Company LLP, joins Megan Weis to explore how Gen Z represents the solution to the CPA shortage rather than being part of the problem. Paul Peterson brings over 30 years of experience in public accounting and has been leading Wiss and Company's strategic evolution for more th…

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Building Learning Cultures in Finance with Jessica McClain, CFO at Girl Scouts Nation's Capital 27:36

4M ago27:36

27:36

In this episode of CFO Weekly, Jessica McClain, Chief Financial Officer at Girl Scouts Nation's Capital, joins Megan Weis to explore the critical importance of continuous learning in financial leadership. Jessica McClain brings exceptional expertise in nonprofit financial management, having successfully transitioned from over a decade in public acc…

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Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions 23:39

4M ago23:39

23:39

In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments. Steve Mastin is recognized for his strategic financial leadership and ability to optimize business performance throu…

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Season 3 Episode 31 - Could This Get Worse? 2:58:34

4M ago2:58:34

2:58:34

As one team tries their best to secure the vital anti-geth technology, the rest of the Rubicon maintain a perimeter, but things go from bad...to worse.By Adventum

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Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning 26:48

4M ago26:48

26:48

In this episode of CFO Weekly, Dennis DuBois, Virtual CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality re…

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How CFOs Can Fight Process Friction with Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit 25:46

5M ago25:46

25:46

In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations. With vast experience across management consulting …

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How CFOs Can Navigate Tariff Chaos with Michael Perica and Sameer Katiyar 35:05

5M ago35:05

35:05

With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations. They share invaluable insights on navigating supply chain disrupt…

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From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory 37:01

5M ago37:01

37:01

The CFO role has evolved dramatically, especially for venture and growth-stage companies where traditional MBA theory meets harsh startup realities. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial …

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Why Modern CFOs Must Be Quarterbacks, Not Just Scorekeepers with Travis St. Ores, CFO at Comprehensive Logistics 32:34

5M ago32:34

32:34

In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive gro…

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Season 3 Episode 30 - The Deal 2:21:28

5M ago2:21:28

2:21:28

Commander Nickens, Volor, and Jisera head to the mysterious weapons deal, but more history from their past comes back to haunt them.By Adventum

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Why CFOs Need to Think Like Data Scientists with Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company 21:41

5M ago21:41

21:41

In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change. With a Master of Science in Data Science from the Illinois I…

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How One Finance Leader Transformed Multiple Industries with Angie Paglinawan, Director of Finance IT at Aristocrat 35:41

6M ago35:41

35:41

In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders. Angie is a solutions-driven f…

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Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum 28:04

6M ago28:04

28:04

Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and …

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Why Traditional Finance Incentives Are Dead with Darren Heffernan, CEO at Trintech 32:45

6M ago32:45

32:45

In this episode of CFO Weekly, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younge…

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Season 3 Episode 29 - The Showdown at Snooters Bar & Grill 2:16:47

6M ago2:16:47

2:16:47

Sena receives a cryptic message threatens to endanger the current mission. She recruits Commander Nickens to join her on a chaos filled quest that reveals some of her past.By Adventum

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

6M 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…

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

7M 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…

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

7M 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…

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

7M 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…

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Season 3 Episode 28 - A Long Awaited Meeting 3:06:16

7M ago3:06:16

3:06:16

As the crew continues to prepare for an inevitable clash on the Citadel, Commander Nickens goes to a long awaited meeting with Councilor Udina.By Adventum

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

7M 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…

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

8M 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…

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

8M 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…

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

8M 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…

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

8M 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 …

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Season 3 Episode 27 - I Can't Say 2:38:59

8M ago2:38:59

2:38:59

Volor returns to his old clinic and the team discovers that dangers from their past have come back to haunt them. Meanwhile, Commander Nickens enters the ominous Spectre hideout and uncovers a meeting with galactic implications. Special Guest: Hector NavarroBy Adventum

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

9M 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…

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

9M 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…

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

9M 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…

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Season 3 Episode 26 - Back To The Beginning 2:23:00

9M ago2:23:00

2:23:00

The crew makes their long awaited trip back to the Citadel. The place where there adventure together started. Will it be a joyous return or filled with dangers and mystery?By Adventum