CFO TRENDS tackles the critical pains, challenges and opportunities of today’s CFOs and finance leaders ranging from talent to technology innovation and everything in between.
CFO TRENDS provides modern insights, perspectives, and tactics into current and evolving finance trends from finance experts.
Hosted by Chris "Fresh CFO" Ortega and brought to you by Mesh Payments
Behavior Economics Explained from a CFO Perspective
Behavioral economics (BE) examines the differences between what people “should” do and what they actually do and the consequences of those actions. In this podcast, BE evangelist and Prolific CFO Almera Mahood, examines how CFOs can make better financial decisions with behavioral economics and the power of BE on business relationships.
5 Dec 2023
CFO Playbook: First 90 Days
Getting up to speed on the company's financial situation, build relationships with key stakeholders, and develop a strategic plan. The first 90 days as a new CFO are critical to one's success in the role. In this podcast, we will discuss the tools and resources needed to succeed with Steven Robertson, the CFO of HDMI LA, the company powering HDMI licensing administration.
28 Nov 2023
What the future holds: Power BI Modeller edition
What does the future look like? With a wealth of financial modelling experience having worked at two of the Big 4 accounting firms in Down Under, Lance joins the CFO Trends podcast to give us the scoop. Learn from a power BI modeller and certified trainer for the Financial Modeling Institute (FMI).
7 Nov 2023
Setting up High-Performance Finance Team for Start-ups
How do you create a culture of collaboration and success at a fast-growing start-up? In this episode, we sit down with VP of Finance for Occupier, Lauren Bahr and discuss how to set up a high-performance finance team that scales. We cover topics including challenges that start-ups face when it comes to building a high-performance finance teams and implementing the right tools and processes.
23 Oct 2023
The CFO Gender Gap: What Will It Take to Close It?
15%. That’s how many women CFOs are at Fortune 500 and S&P 500 companies. What will it take to close this gap? In this episode, we talk to veteran CFO Kristine Lemanski about the challenges and opportunities that women face in this still male-dominated field and what the industry can do to support the advancement of women in finance.
10 Oct 2023
CFO Leadership: Guiding CFOs Through the Era of Disruption
What makes great finance leader in today’s climate? We sit down with Jack McCullough of the CFO Leadership Council to find out on the latest Mesh CFO Trends podcast. In this episode, we dive deep into the challenges and opportunities that CFOs face in today's rapidly changing business environment. A CFO to 26 organizations previously, Jack reveals the skills and characteristics that are essential for CFOs to succeed in the future.
26 Sept 2023
From CFO to CEO: Making the leap
The CFO role is an excellent launching pad for the CEO position, but make the leap, CFOs must broaden their skill set, develop leadership, and be willing to take calculated risks.In today's episode, hear firsthand from CEO and founder of Glean.ai, Howard Katzenberg as he shares his decade-long journey from CFO to CEO and what compelled him to leave his CFO career to build a company that could automate the financial auditing process. Get inspired by Howard's lessons on developing good financia...
12 Sept 2023
Elevating Finance Business Partnerships: Unlocking Their Potential
Finance business partnering (FBP) is how finance teams create value by providing data-led insights to help their business counterparts to make better decisions. In this insightful episode, join Andrew Jepson, the CEO of The FBP Team, as he imparts invaluable strategies and tactics to enhance FBP proficiency within your teams and enterprise.
21 Aug 2023
Is Work-Life Balance in Finance Possible?
Finance is often synonymous with long hours and a demanding work environment — making it difficult to maintain a good work-life balance. No one knows that better than Emil Vasilev, VP of Finance at Cherry. He joins us to discuss the challenges of maintaining a good work-life balance in the finance industry, as well as strategies for achieving it and the benefits that come with knowing that there’s more to life than your job.
24 Jul 2023
Stop Burning Cash ASAP
Prepare to gain valuable insights from Avia Yudalevich, the CFO of Intrinsic. She'll explain why cash metrics are the most crucial metrics for finance teams and provide actionable insights to help you stop burning cash today. With her expertise and practical tips, you'll be equipped to optimize your cash management.
11 Jul 2023
FP&A Career Secrets: What the Pros Wish They Knew Sooner
Bryan Lapidus, Director, FP&A Practice at Association for Financial Professionals (AFP) shares what finance professionals wish they knew before starting their FP&A careers. We'll cover topics like how to build relationships with key stakeholders, how to manage your time effectively, and how to deal with stress. We'll also discuss the importance of continuous learning and development, and how to stay ahead of the curve in this ever-changing field.If you're a new FP&A professional o...
19 Jun 2023
CFO Leadership Strategies: Finance Team Empowerment
CFO, CPA turned business advisor Wendy Fraulo talks about lessons learned building accounting teams and and standing up finance systems. On this new podcast, Wendy, now managing director of Abingdon Square Advisors, shares the importance of empowering people and why empowered employees lead to increased innovation, productivity, and profitability.
4 Jun 2023
CFOs Guide to Finance Business Partnership
Melissa Hurrington, CFO & VP of Operations at Premier Claims, talks with us about the CFO Guide to Finance Business Partnership. Covering what it is, how to do it, and the benefits of partnering with finance.
23 May 2023
People > Profit: CFO Guide to Talent
Erik Nakamura, CFO at Orange Comet, joins us to discuss the continually evolving business environment and why CFOs should prioritize company culture more than ever. During this episode, he will provide insights into the most recent developments in talent management, including how to attract and keep high-quality personnel and nurture and engage employees. Additionally, he will describe how he prioritized corporate culture within his finance team.
8 May 2023
Building on Legacy: The New Finance Organization
Get energized because Joy Mbanugo, the Chief Financial Officer at ServiceRocket, is here to shake things up. Joy will to explain how the value of finance teams has evolved, new legacies are being written, and technology has taken giant leaps forward. Joy believes that finance teams need to be at the forefront of disruption, but how do we get there? Join her as she explores strategies to position finance teams for success in this ever-changing market.
8 May 2023
Leading During Uncertainty & Change
Krista K. Lewis, the owner of KKL Consulting LLC, shares why now, more than ever, it's so important for finance leaders to partner with the business and lead others through these challenging times of uncertainty.
8 May 2023
Time to Upgrade & Upskill in Finance
Get ready to be inspired by Carl Seidman, the financial guru behind Seidman Financial. Carl will reveal how the unwavering pressure from stakeholders and the industry is pushing finance teams to their limits. Carl will share the inside scoop on when, why, and how finance teams can take their game to the next level and exceed expectations.
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