Strategic Financial Engineering with Chad Gold

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The Future of Accounting in 2021: Our Top 5 Predictions w/ Megan Weis: 2020 has been a hard year for so many people. From lockdowns to remote work to parents becoming homeschool teachers, this year has thrown curveballs to all of us. And the accounting industry is no exception. Megan Weis, the host of the CFO Weekly podcast is here this week to share with all of us her 2021 predictions. Where she sees the industry going in the new year, why it’s going there, and what we can do to prepare. Megan has been in the industry for a number of years and has seen a lot of ups and downs. Because if there’s one thing we can all agree on, it’s that we’re not going to miss 2020 when it’s gone, and that we’re very much looking forward to 2021 and all that it may bring with it. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv by CFO Weekly

17 min listen

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The Benefits of Women in Leadership w/ Lydia Adams: Women in leadership often create better, more profitable workplaces. Yet, as late as 2018, women held just one out of every 20 CEO spots. And in middle management, women sat in only 40% of managers' chairs despite accouting for 50% of the workforce. Yet there are clear reasons why companies should eagerly look to promote women and ensure they're engaged. What are the benefits of women in leadership? On this episode of the CFO Weekly podcast, Lydia Adams, vice president, marketing & communications at Personiv, discusses the benefits of having women in leadership roles. What we talked about with Lydia: -Facts and figures about women in leadership positions -Why more women in leadership improves a group's problem-solving abilities -Why female leaders are more trusted -The changes Millennial and Gen Z women could bring to the workplace -...And the dollar benefits a company can realize by expanding the number of women in leadership roles! by CFO Weekly

18 min listen

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Why You Should Listen to CFO Weekly: The world is a strange place right now.   But regardless of the uncertainty that we’re facing, for most people, the show must go on. Work must get done - invoices sent out and books closed.  As a finance professional, have you ever wished that you could just spend time listening to other CFOs, and learning what’s working for them? Or even better, what’s NOT working for them? So that you don’t make the same mistakes?   Well you’re in luck.   Because the CFO Weekly podcast is just that. CFO Weekly is brought to you by Personiv. by CFO Weekly

5 min listen

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5 Things You Need to Consider Before Reopening w/ Drew Niehaus: Let’s face it. It’s a hard time for any business. So many institutions across the country are finding themselves staring at closing up shop permanently. And for those that are lucky enough to make it through all of this, they’re left asking the question, “What do we do now?” It’s a fair question. What does it look like to reopen? What does the new normal look like? What unique challenges are you going to face that you’ve perhaps not considered? On this episode of the CFO Weekly podcast, we sit down with Drew Niehaus, Managing Director at Riveron to discuss an article that he recently wrote for CFO.com around Five Accounting and Reporting Considerations you should evaluate before reopening. For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv by CFO Weekly

20 min listen

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7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany: Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about… -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player! by CFO Weekly

20 min listen

$7 Things to Know Before Hiring a Fractional CFO w/ Charley Devany: Fractional CFOs (AKA, virtual CFOs) are the gig workers of the financial world. And whether you’re looking to hire or become a fractional CFO, there are few things you need to understand about the role first. That’s why we brought in Charley Devany, a jack of all trades (yoga, writing, acting), but most importantly, a fractional CFO of 15 years. Charley answers questions about… -The responsibilities of a fractional CFO -Advantages of hiring a fractional CFO as opposed to a full-time CFO -Challenges of being a fractional CFO -How to become a successful fractional CFO Brought to you by Personiv! For more interviews from the CFO Weekly podcast, check us out on Apple Podcasts, Spotify, or your favorite podcast player!$

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Social Impact Companies w/ Julian Love: These days, it’s more important than ever before for companies to have some form of social impact. We don’t need to look any further than the companies that came out and took a strong stand for the Black Lives Matter movement, or the negative impact on the companies that stayed quiet. Customers are paying attention to what companies are saying and doing, or not saying and doing, and particularly the younger generations are wanting to feel like the companies they’re doing business with are committed to making the world a better place. But how does a company both deliver value to its shareholders and make a positive social impact at the same time? Is that even possible? Or are the two mutually exclusive? On this episode of the CFO Weekly podcast we talk with Julian Love, Chief Business Officer at St. HOPE, an organization whose mission is to transform Oak Park Sacramento through public education & economic development. We talked about: -What a s by CFO Weekly

17 min listen

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Maintaining Good Mental Health During the 2020 Holiday Season w/ David Butler: 2020 has been hard on everybody: parents, children, employees, leaders. As we enter the holiday season of a very challenging year, it’s important to keep good mental health top-of-mind. In this episode of CFO Weekly, we spoke with David Butler, a Licensed Professional Counselor at Fundamental Foundations Counseling Center. David offers advice for individuals feeling isolated during this difficult season, as well as recommendations for breaking up work and home, how to connect with loved ones, and what to do if you or someone you know is seriously struggling with mental health.For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv by CFO Weekly

18 min listen

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Why an Interim CFO May be Right for You w/Kristen McAlister: As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals. On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions. Our conversation centered around: - The difference between an interim CFO and a fractional CFO - What firms are looking for when hiring an interim CFO - How to best market yourself for your next opportunity as an interim CFO - W by CFO Weekly

24 min listen

$Why an Interim CFO May be Right for You w/Kristen McAlister: As we see more and more volatility in the financial world, more and more companies are being bought and sold. And with the buying and selling of all of these companies comes the change of talent. For a lot of financial professionals, it can feel like they’re a bit of an afterthought, getting traded around to company after company until, eventually, the decision is made to lay off a lot of those finance professionals. On this week’s episode of CFO Weekly, we sit down with Kristen McAlister. Kristen is the Co-Owner and President of Cerius Interim Executive Services. Her firm specializes in contract, and contract-to-hire services for Directors, VPs, and C-suite finance positions. Our conversation centered around: - The difference between an interim CFO and a fractional CFO - What firms are looking for when hiring an interim CFO - How to best market yourself for your next opportunity as an interim CFO - W$

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Embrace Change, Don’t Fear It w/ Jill Barnard: A famous Greek philosopher once said, “The only constant is change.” But most of us aren’t huge fans of change. We get upset when the grocery store changes their layout, or when our favorite app gets redesigned and we have to learn our way around it all over again. As a business leader, you’ve got the unique responsibility to help your organization navigate change, and never has that been more true than during the current COVID-19 pandemic. It seems like every aspect of life is changing every second right now. So how do you embrace change? How do you set your company culture up in such a way where change isn’t feared, but viewed as an opportunity for growth and development? On this episode of the CFO Weekly podcast, we talked with Jill Barnard, CFO at Televerde about -Managing for change, -How her company went fully remote within 24 hours -Why so many companies stick their heads in the sand and wait for the challenges to pass by. by CFO Weekly

37 min listen

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Scouting for Accounting Talent w/ Cliff Edwards: Who looks at accounting as a sexy profession? During a booming economy, not many people do. But when the economy tanks, well...everyone knows you can get a job if you have an accounting degree. In fact, accountants are more and more in demand. How has accounting changed in the last few years? Why is there a shortage? And what makes a top-dollar accountant, anyway? On this episode of the CFO Weekly podcast, Cliff Edwards, CEO and majority shareholder of Thomas Edwards Group, talks about scouting for accounting talent What we talked about with Cliff: -How the accounting profession and the talent in it have changed in the last 20 years -What's caused the shortage in accounting talent -The factors that motivate Millennials and the qualities Millennials bring to the workplace -...And the skills you need to be an amazing accountant! For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast p by CFO Weekly

32 min listen

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Earning a Seat at the Strategic Table w/ Steven Nutt, CPA: You’ve seen the stereotypes. CFOs are nerds. They’re calculator jockeys, sitting in the corner with their pencils and spreadsheets, holed up away from people, making the numbers work. And while a CFO does need to be an accounting expert, they’re so much more than that. On a recent episode of CFO Weekly, got to talk with Steven Nutt, CPA about the ever-evolving role of the CFO. We talked all about: -The ever changing role of the CFO -Why the CFO should be the ultimate data champion -Why data is more important than ever before For more interviews from the CFO Weekly podcast, check us out on Apple or Spotify or your favorite podcast player! Presented by Personiv by CFO Weekly

35 min listen

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Putting Profit First: Why It's the Bookkeeper's Responsibility w/ Andrew Royer: I love a fresh tube of toothpaste. You put a ton of it on that toothbrush, and you don't care because you've got a full tube of toothpaste. But after a while, that tube isn't full anymore, so you roll it up, scrunch it, and try to get the tiniest little bit on that toothbrush. Metaphorically speaking, that's what happens when you put profit last in your business. On this episode of the CFO Weekly podcast, Andrew Royer, a CPA, a certified general accountant, and a bookkeeper discusses why we should be putting profit first. What we talked about with Andrew: -The differences between accounting and bookkeeping -What led Andrew to the profit first model and how he knew it was he had been looking for all along -How external events topple companies more focused on revenue than profit -...And how to make your business more profitable! Brought to you by Personiv! For more interviews from the CFO Weekly podcast, che by CFO Weekly

15 min listen