Episodes

  • How to Master Financial Leadership Across Industries with Madhu Jagannathan

    How to Master Financial Leadership Across Industries with Madhu Jagannathan
    Sep 10 2024
    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 finance and other departments, lessons from outsourcing and offshoring, and the evolving role of the CFO. Madhu is an experienced professional with over 20 years of success in strategic planning, financial management, and investor relations. His impressive background includes roles as CFO at INRIX and ChefSteps, Director of Finance at Qumulo, Revenue FP&A Lead at Dropbox, and Group Finance Manager at Microsoft. Known for his strong leadership skills, Madhu excels at building and guiding diverse teams to achieve outstanding results. In this episode, we discuss: - How to adapt your leadership style to different industries - The role of technology in driving financial performance and operational efficiency - Balancing growth with maintaining financial discipline and long-term sustainability - Key tips for seamless outsourcing and offshoring success - Emerging trends that will impact the CFO role in the next five years
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    35 mins
  • The Future of Finance with Emmanuel Daniel

    The Future of Finance with Emmanuel Daniel
    Sep 3 2024
    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 traditional financial systems. The main question is, “What implications do these changes have for traditional financial institutions?” Emmanuel Daniel has some curious insights to share. Emmanuel is an entrepreneur and corporate strategist, acknowledged among the top 10 global influencers in the FinTech Power 50 list for both 2021 and 2022. He is the founder of TAB Global and author of "The Great Transition." Drawing on his travels to over 110 countries, Emmanuel actively shares his insights through his blog and is currently working on his second book, "The Winning Civilization," set for release in 2024. In this episode, we discuss: - Challenges and opportunities in modern finance - Blockchain and the evolution of financial institutions - Balance sheets and digital assets - The impact of decentralized finance on traditional banks - Security and stability of financial digital assets
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    43 mins
  • Effective Communication and Nonprofit Leadership with Timothy Dunbar

    Effective Communication and Nonprofit Leadership with Timothy Dunbar
    Aug 28 2024
    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 Executive Officer with 20 years of leadership experience, currently serving as CFO of a $50 million organization formed from the merger of two industry leaders. Previously, he was the Chief Financial Officer at Contexture and CORHIO. His expertise lies in leading growth-oriented operations, generating revenue, financial management, organizational governance, risk management, and strategic planning. In this episode, we discuss: - How communication drives financial performance across every role - Effective communication tips between the finance and other departments - How to manage financial communication during a crisis - Secrets to simple, impactful communication
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    31 mins
  • Secrets to Success as a Young Female CFO with Niki Heim

    Secrets to Success as a Young Female CFO with Niki Heim
    Aug 20 2024
    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 Nine and had experience working as a Public Accountant, Auditor, and Senior Analyst at Stevens Group and Umpqua Bank. After joining LogicSource as a Controller, she was promoted to the role of Executive Vice President of Finance within a year. In this episode, we discuss: - What it takes to become an effective CFO - How organizations can better support emerging female leaders - What unique perspectives do younger female CFOs bring to financial leadership - How to master work-life balance
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    36 mins
  • CFOs, Gen Z, and the Future of Work with Sagar Khatri

    CFOs, Gen Z, and the Future of Work with Sagar Khatri
    Aug 13 2024
    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 remote work, and the future of work. Inspired by his personal experiences with the challenges of international expansion and previous tenures, Sagar, alongside his co-founders, created Multiplier to transform the employment landscape. Before that, he held leadership roles at Hmlet, Nomura, and The Walt Disney Company. Sagar is also a Forbes 30 Under 30 honoree for his work with Multiplier. In this episode, we discuss: - 2024 workforce trends CFOs can't ignore - How CFOs can simplify international hiring with ease - Attracting and retaining Gen Z in the workplace - The role of DEI in attracting Gen Z and driving profitability
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    36 mins
  • How to Become a Top Financial Advisor with Susan Boles

    How to Become a Top Financial Advisor with Susan Boles
    Aug 6 2024
    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 of panic. Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI. In this episode, we discuss: - How rebranding transformed Susan's approach to business and life - Building a community centered around the concept of calm - How to become a better financial advisor - The importance of staying calm in business decision-making - The CALMER framework for business success
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    35 mins
  • How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson

    How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson
    Jul 30 2024
    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 finance leader with a strong operational focus and a proven track record of driving value through strategic execution and business insights. She has successfully guided organizations through the scaling-up phase during periods of rapid growth and is also the host of The CFO Show. In this episode, we discuss: - Why technology isn’t always the answer to solving your problems - How to choose scalable tools for your growing business - The role of AI in shaping the future of finance
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    35 mins
  • Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner

    Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner
    Jul 23 2024
    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 shares his insights on the evolving role of CFOs in healthcare. David is the Managing Partner of Healthcare at LogicSource, where he builds and maintains relationships with the CFOs of healthcare clients, a critical group for LogicSource's solutions. He is also a Senior Executive Advisor at Janus Health and a Senior Executive Advisor at Waterstone Properties Group. Before that, David was an Executive Vice President and Chief Financial Officer at Lifespan. In this episode, we discuss: - How healthcare organizations can save money by optimizing non-clinical spending - Why non-clinical spend management is critical for the financial health and sustainability of your healthcare system - The importance of breaking healthcare silos to leverage non-clinical spending - How to effectively manage change in healthcare spending
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    38 mins