Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning

In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies.

In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations.

With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations.

The CFO role has evolved dramatically, especially for venture and growth-stage companies, where traditional MBA theory meets the harsh realities of startups. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial operations from the ground up.

In this episode of CFO Weekly, Travis St. Ores, Chief Financial Officer at Comprehensive Logistics, joins Megan Weis to discuss the agility of modern middle-market CFOs. Learn how today's CFOs are becoming strategic quarterbacks for their organizations, balancing agility with financial discipline and leveraging new technologies like AI to drive growth.

In this episode of CFO Weekly, Mohammed Wasim, Senior Data Insights Analyst at Molson Coors Beverage Company, joins Megan Weis to explore the transformative power of data analytics in modern finance, specifically how it can reveal stories and drive decisions that create meaningful change.

In this episode of CFO Weekly, Angie Paglinawan, Director of Finance IT at Aristocrat, joins Megan Weis to explore the real-world evolution of finance leadership. From standardizing processes and implementing automation to mastering the art of financial storytelling, Angie offers practical insights for finance leaders.

Effective budgeting and forecasting require balancing data-driven analysis with practical 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, Darren Heffernan, Chief Executive Officer at Trintech, joins Megan Weis to explore how leadership incentives must evolve for the new generation of finance professionals. From fostering cross-functional collaboration to embracing AI and automation, Darren shares why traditional incentives no longer resonate with younger executives and what strategies actually drive performance.

In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling.