Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum

In this episode of CFO Weekly, Jacob Moelter, COO & CFO at SupportNinja, joins Megan Weis to explore how modern CFOs are transforming customer experience from a cost center into a strategic growth lever, drawing from his extensive background in investor relations, FP&A, and outsourcing services where he's witnessed firsthand how data-driven CX investments drive retention and lifetime value.

In this episode of CFO Weekly, Tony Jarjoura, Chief Financial Officer at Gigamon, joins Megan Weis to explore how modern CFOs and CISOs are collaborating to balance AI innovation with security, drawing from his experience leading revenue operations, controllership, and financial reporting at a leading network intelligence company.

In this episode of CFO Weekly, Jason Godley, Chief Financial Officer at Xactly Corp, joins Megan Weis to explore how Agentic AI is transforming the CFO's role from financial overseer to business architect, drawing from his twenty-plus years of experience across public accounting, Wall Street, and technology leadership where he's pioneered AI deployment while maintaining rigorous governance standards.

In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are transforming from traditional financial overseers to strategic leadership partners who craft compelling financial narratives that drive business growth, drawing from his extensive experience scaling companies across different industries and implementing financial automation solutions.

In this episode of CFO Weekly, Hemant Kapadia, CFO at Anaplan, joins Megan Weis to explore how modern CFOs are transforming financial planning through AI-powered scenario modeling and connected enterprise planning, drawing from his unique background as an electrical engineer turned finance leader with over 30 years of experience helping organizations eliminate inefficiencies and accelerate decision-making.

In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs build future-ready finance teams through curiosity-driven innovation, strategic automation, and effective offshore talent integration, drawing from his 20+ years of experience, including a decade at Ernst & Young and transformative work at SharkNinja.

In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are transforming finance operations through AI-powered automation and strategic oversight, drawing from his experience navigating Cvent through a pandemic, two public offerings, and successful process transformation initiatives.

In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether.

business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.

In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs are optimizing value from aging assets while managing escalating production costs, drawing from his unique background as a petroleum engineer turned finance leader with experience at Marathon Oil and McKinsey's Petroleum Asset Excellence group.