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16 episodes

CFO Weekly

by Personiv · English

Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO evolves to include long-term performance leadership, technology expertise, and company-wide strategic guidance, more and more accounting leaders are feeling overwhelmed. Join us as we talk to CFOs, Controllers, and other industry veterans who share their expertise on how to streamline accounting processes, create greater efficiency, and move to a data-driven model, allowing you to focus on what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution for all your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional support to Controller-level support and more, Personiv goes above and beyond to deliver results with a team as small as one through its offshore, cost-saving model.

Latest episodes

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Greatest Hits: Why AI Still Feels Hard for Finance Teams

Why AI for finance teams is “hard” due to legacy finance architecture and fragmented, batch-based data; how to become AI-ready with a modern “finance ERP” and governance for explainable, auditable…

10 Nov 2026 · 28m · 11 chapters

Greatest Hits: Building Leadership Through Community

Founder Circle Capital’s “Circle” leadership community for late-stage, venture-backed CXOs—especially CFOs—focused on building leadership resilience through peer vulnerability, live benchmarking, and…

3 Nov 2026 · 30m · 14 chapters

Where Automation Works and Human Judgment Still Matters

How AI and automation should be used in mid-market finance to cut cycle times (e.g., approvals from 50 hours to 7 hours), enforce budget/policy guardrails, and keep human judgment for high-stakes…

27 Oct 2026 · 25m · 9 chapters

Where AI Delivers for Finance Teams and Where Fundamentals Still Win

CFO strategy in an AI era—where AI truly improves forecasting, reporting, and analysis, where it creates false precision, and why fundamentals (pricing, margins, liquidity, unit economics) still…

20 Oct 2026 · 21m · 10 chapters

Agentic AI Starts with the Process, Not the Technology

How CFOs can move beyond generative AI hype and implement agentic AI by starting with end-to-end process redesign, selecting use cases with ROI, redesigning workflows and controls, and keeping human…

13 Oct 2026 · 24m · 8 chapters

Why Professional Judgment Is the Accountant’s Greatest Differentiator

Professional judgment as the accountant’s key differentiator—building trust through thoughtful disagreement, context-aware decision-making, and accountability in an AI-enabled world.

6 Oct 2026 · 21m · 10 chapters

The CFO as Decision Architect

Shirley Hsu Hurley, CFO of Hillsborough Transit Authority, explains how finance leaders can act as “decision architects” by building financial and decision architecture (ERP, chart of accounts,…

29 Sep 2026 · 29m · 15 chapters

Why CPAs Make Great CFOs

How CPAs can become strong CFOs, and how finance leaders drive transformation in middle-market, privately held companies through process modernization, centralization, and cross-functional leadership.

22 Sep 2026 · 30m · 12 chapters

How CFOs Use AI and Real-Time Data to Make Faster Decisions

CFOs using real-time operational data and AI to speed decisions, separate real value from hype, and shift from “historian” reporting to “co-pilot” guidance.

15 Sep 2026 · 28m · 14 chapters

Why AI ROI Has Become a CFO Problem, Not a Tech Problem

Why AI cost and ROI have become a CFO governance and value-measurement problem (not a tech problem), and how finance leaders should evaluate, pilot, and scale AI responsibly.

8 Sep 2026 · 27m · 12 chapters

Why AI-Native Finance Beats Bolted-On AI Tools

AI-native finance operating model vs bolted-on AI tools; why data discipline, governance, and human judgment matter more than the AI tool itself.

1 Sep 2026 · 26m · 17 chapters

Building a Scalable Finance Function

How to build a scalable finance function by embedding compliance into operations, evolving finance operating models with business growth, and sequencing people/process/systems/governance changes to…

25 Aug 2026 · 23m · 15 chapters

Why the Best CFOs Think Like CEOs

Why top CFOs should think like CEOs—simplifying financial information, translating numbers into decisions, and aligning finance with marketing/operations to identify the true business constraint…

18 Aug 2026 · 24m · 11 chapters

How to Keep Finance Teams Engaged During a Merger

Leading finance teams through the Clary + Salesloft merger—keeping people engaged, aligning finance with sales/revenue, setting deal “guardrails,” and using AI to converge forecasting and…

11 Aug 2026 · 35m · 12 chapters

The Skills That Separate CFOs from Finance Experts

How to transition from controller/FP&A to modern CFO, with emphasis on mindset shifts, cross-functional relationship building, systems/governance, board readiness, and using AI as a leadership tool…

4 Aug 2026 · 21m · 10 chapters

General-Purpose AI Agents Are Not Built for High-Stakes Finance

Whether general-purpose AI agents are safe enough for high-stakes finance, and what CFOs must do for governance, explainability, and accountability.

28 Jul 2026 · 20m · 17 chapters