The Strategic Evolution of Finance Operations with Dan Wheadon, Partner at Cherry Bekaert

9/12/2025

CFO Weekly

0:00

27:59

In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challenges.

Altri episodi di "CFO Weekly"

The Strategic Evolution of Finance Operations with Dan Wheadon, Partner at Cherry Bekaert
9/12/2025
27:59
In this episode of CFO Weekly, Dan Wheadon, Partner and CFO Advisory Leader at Cherry Bekaert, joins Megan Weis to discuss how finance leaders can transform their function from a back office to a strategic catalyst by focusing on data accuracy, building FP&A capabilities, and embracing a culture of continuous improvement, drawing from his twenty-five years of experience guiding companies through strategic and technological challenges.
Designing Smarter Finance Models with Siqi Chen at Runway
2/12/2025
34:07
In this episode of CFO Weekly, Siqi Chen, CEO & CFO at Runway, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through real-time forecasting and connected systems, drawing from his experience as former CEO at Sandbox VR where COVID-19 exposed the painful inadequacy of traditional planning tools when rapid scenario planning became mission-critical.
Non perdere nemmeno un episodio di “CFO Weekly”. Iscriviti all'app gratuita GetPodcast.
Designing Customer-Centric Finance with Jacob Moelter, COO & CFO at SupportNinja
25/11/2025
22:50
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.
Inside the CFO–CISO Partnership with Tony Jarjoura, CFO at Gigamon
18/11/2025
29:21
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.
Breaking Silos with Agentic AI with Jason Godley, CFO at Xactly Corp
11/11/2025
24:00
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.
CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft
4/11/2025
27:39
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.
AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan
28/10/2025
27:31
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.
Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP
21/10/2025
23:15
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.
AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software
14/10/2025
32:44
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.
The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase
7/10/2025
34:23
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.

Altri episodi

Accedi a tutto il mondo dei podcast con l’app gratuita GetPodcast.

Iscriviti ai tuoi podcast preferiti, ascolta gli episodi offline e ricevi fantastici consigli.

Informativa sulla privacy
Informazioni editoriali
Italia

The Strategic Evolution of Finance Operations with Dan Wheadon, Partner at Cherry Bekaert

CFO Weekly

Altri episodi di "CFO Weekly"

The Strategic Evolution of Finance Operations with Dan Wheadon, Partner at Cherry Bekaert

Designing Smarter Finance Models with Siqi Chen at Runway

Designing Customer-Centric Finance with Jacob Moelter, COO & CFO at SupportNinja

Inside the CFO–CISO Partnership with Tony Jarjoura, CFO at Gigamon

Breaking Silos with Agentic AI with Jason Godley, CFO at Xactly Corp

CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft

AI-Driven Scenario Planning with Hemant Kapadia, CFO at Anaplan

Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP

AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software

The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase