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

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Manage episode 505316067 series 3096816
Content provided by Personiv. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Personiv or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 roles at BP, Accenture, and Everest Group. She earned her MBA from Duke University and joined Personiv in 2017 to help launch their finance and accounting services division.

With her deep background in the evolution of finance operations and talent management, Megan shares insights from the comprehensive survey of 253 finance and accounting leaders across more than 20 industries. Currently serving as a key leader at Personiv, Megan oversees the development of strategic insights that help CFOs navigate the most significant talent shortage in the profession's history while adapting to technological transformation.

What You'll Learn:
  • Why the accounting talent shortage has reached critical levels with 150% year-over-year increase in open roles
  • How CFOs are integrating AI, automation, and outsourcing as core strategies beyond temporary fixes
  • The evolution of the CFO role into "Chief Everything Officer" with expanded cross-functional responsibilities
  • Strategies for attracting and retaining Gen Z talent through purpose-driven work and technological fluency
  • How modern finance teams are structured with hybrid onshore, nearshore, and offshore models
  • The critical factors driving CFO confidence and strategic outlook in uncertain economic times


Learn more about Megan:

Learn more about Jack:


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at: fame.so
  continue reading

267 episodes

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iconShare
 
Manage episode 505316067 series 3096816
Content provided by Personiv. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Personiv or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 roles at BP, Accenture, and Everest Group. She earned her MBA from Duke University and joined Personiv in 2017 to help launch their finance and accounting services division.

With her deep background in the evolution of finance operations and talent management, Megan shares insights from the comprehensive survey of 253 finance and accounting leaders across more than 20 industries. Currently serving as a key leader at Personiv, Megan oversees the development of strategic insights that help CFOs navigate the most significant talent shortage in the profession's history while adapting to technological transformation.

What You'll Learn:
  • Why the accounting talent shortage has reached critical levels with 150% year-over-year increase in open roles
  • How CFOs are integrating AI, automation, and outsourcing as core strategies beyond temporary fixes
  • The evolution of the CFO role into "Chief Everything Officer" with expanded cross-functional responsibilities
  • Strategies for attracting and retaining Gen Z talent through purpose-driven work and technological fluency
  • How modern finance teams are structured with hybrid onshore, nearshore, and offshore models
  • The critical factors driving CFO confidence and strategic outlook in uncertain economic times


Learn more about Megan:

Learn more about Jack:


Episode resources:
If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at: fame.so
  continue reading

267 episodes

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