
Most founders make the same fundraising mistakes and do not realize it until the cash is gone. In this episode, I sat down with Julianne Averill, a healthcare AI CFO, board director, and fractional CFO who has been through over 50 transactions on both the buy and sell side. She has helped companies ...
Take the CFO Readiness Assessment: https://thecfo.scoreapp.com/ Thank you to our sponsor, Insightsoftware. With Spreadsheet Server, you can spot trends in your data before they become problems and make faster, smarter decisions. Visit http://insightsoftware.com/reporting to see how it works. In this...
Take the CFO Readiness Assessment: https://thecfo.scoreapp.com/ In this video, we're joined by former Caterpillar Group CFO David DeFreitas, who shares how finance leaders can build long, successful careers through situational leadership, operational experience, change leadership, and leveraging AI ...
Take the CFO Readiness Assessment: https://thecfo.scoreapp.com/ In this video, I'm joined by Tariq Munir to discuss why Fortune 500 companies are struggling with AI implementation and what finance leaders can learn from their mistakes. Tariq shares real-world insights on AI transformation in large o...
Take the CFO Readiness Assessment: https://thecfo.scoreapp.com/ In this video, I’m joined by Kevin Appleby to talk about all things building a great finance team. Kevin is a former CFO and current CFO mentor, so this is a must-watch for all first-time CFOs out there! Get My Free AI Prompts for Finan...
In this episode of The Diary of a CFO, host Wassia Kamon, CPA, CMA, MBA, speaks with Teri Kozub, a seasoned finance expert with extensive experience in nonprofit leadership. Currently serving as Chief Financial Officer at Community Legal Services since January 2021, Teri shares her journey through v...
In this episode of The Diary of a CFO, host Wassia Kamon, CPA, CMA, MBA, welcomes Jill Avey, Founder of SisterSmart® and a Professional Certified Coach (PCC). Jill is an Ivy League MBA graduate and Leadership Mentor, specializing in helping ambitious women navigate the path to the C-suite. With over...
In this episode of The Diary of a CFO, host Wassia Kamon, CPA, CMA, MBA, sits down with Natalia M. Greene, Principal at Lemme, a division of EPIC. With over two decades as a litigation partner defending accounting firms and a Certified Fraud Examiner, Natalia shares eye-opening stories from her lega...
In this episode of The Diary of a CFO, host Wassia Kamon explores the evolving world of CFO recruitment and career progression with Mark Johnson, CFO/CEO Executive Recruiter at EGM Partners. With two decades of experience across Australia and the UK, Mark shares how the CFO role has transformed from...
Note: This episode is a pod swap from FP&A Unlocked. We’re sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Paul Barnhurst. In this episode of FP&A Unlocked, host Paul Barnhurst talks with Andrew Hull, a...
In this episode of The Diary of a CFO, host Wassia Kamon, CPA, CMA, MBA, welcomes Vivienne Wei, COO of Salesforce’s Unified Agentforce Platform, an architect of the Agentic Enterprise, and a driving force behind AI transformation at a global scale. With a remarkable career that spans leadership in t...
In this episode of The Diary of a CFO, host Wassia Kamon, CPA, CMA, MBA, sits down with Paul S. Young, Senior Executive Vice President and Chief Financial Officer at Liberty Bank, the nation’s oldest and largest independent mutual bank. Paul brings over 25 years of experience leading finance, strate...
In this episode of The Diary of a CFO, host Wassia Kamon, CPA, CMA, MBA, is joined by Tom Hood, Executive Vice President, Business Engagement & Growth at the Association of International Certified Professional Accountants (AICPA & CIMA), the global organization formed by the merger of the American I...
Transform Your Finance Function Today! Register for the upcoming webinar now and learn how finance leaders are breaking the reporting rut and driving strategic impact: https://insightsoftware.com/resources/get-out-of-the-reporting-rut-how-finance-leaders-drive-strategic-impact/ _____________________...
Transform Your Finance Function Today! Register for the upcoming webinar now and learn how finance leaders are breaking the reporting rut and driving strategic impact: https://insightsoftware.com/resources/get-out-of-the-reporting-rut-how-finance-leaders-drive-strategic-impact/ _____________________...
Transform Your Finance Function Today! Register for the upcoming webinar now and learn how finance leaders are breaking the reporting rut and driving strategic impact: https://insightsoftware.com/resources/get-out-of-the-reporting-rut-how-finance-leaders-drive-strategic-impact/ _____________________...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon welcomes guest Michael High, VP Administration and CFO at NAIT, to unpack how leaders can sustain long-term strategy, especially when short-term crises keep getting louder. You can't expect your team to build the future and fight fires...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon invites guest Michael High, VP Administration and CFO at NAIT, to explore what most organisations and CFOs still get wrong about FP&A. If your company still treats FP&A like a glorified reporting team, you're already behind. The future...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon invites guest Michael High, VP Administration and CFO at NAIT, to explore how military leadership principles shape executive decision-making in corporate finance. There’s a reason your team has structure and trying to bypass it only we...
Transform Your Finance Function Today! Register for the webinar now and learn how finance leaders are breaking the reporting rut and driving strategic impact: https://insightsoftware.com/resources/get-out-of-the-reporting-rut-how-finance-leaders-drive-strategic-impact/ ______________________________...
In this episode of The Diary of a CFO, host Wassia Kamon sits down with Andrea Hecht to discuss leadership shifts, strategic thinking, and how AI is reshaping the future of work. AI isn’t here to replace you. It’s here to give you back time. Time to focus on the work that matters. Time to lean into ...
In this insightful episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA, sits down with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, a AAA Insurer, to unpack the realities of navigating a CFO career path while balancing leadership, influence, and personal values....
In this episode of The Diary of a CFO, host Wassia Kamon explains why Controllers, FP&A leaders, and CFOs react so differently when faced with the same business challenge. Controllers are rewarded for compliance and accuracy. Their instinct: “Can the system handle this? What could go wrong?” FP&A le...
In this powerful solo episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, unpacks one of the most debated career questions in finance: Which track gets you into the CFO seat faster, Controllership or FP&A? Drawing from her own journey and first-hand executive experience, Wassia reveals wh...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA sits down with Sheryl Shaw, Senior Manager and FiT for NetSuite at Bridgepoint Consulting, who breaks down a truth few talk about: There’s not one type of CFO-there are two. The operational CFO, who’s in the trenches, dr...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA sits down with Sheryl Shaw, Senior Manager and FiT for NetSuite at Bridgepoint Consulting, to talk about what kills innovation faster than anything else: complacency. If a process hasn’t evolved in 18–24 months, you’re a...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA sits down with Sheryl Shaw, Senior Manager and FiT for NetSuite at Bridgepoint Consulting, to talk about leading change that actually sticks. If your team is resisting change, it’s likely not because they’re unwilling. I...
In this engaging episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA, sits down with Sheryl Shaw, Senior Manager, FiT for NetSuite at Bridgepoint Consulting and a former CFO with over 30 years of experience in global accounting, treasury, and corporate finance. From her humble be...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA is joined by Christian Wattig, Founder of the Inside FP&A, Managing Director & Lead Instructor at FP&A Prep, Director of the FP&A Certificate Program at Wharton Online, about one simple rule that’s reshaping how finance ...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon, CPA, CMA, MBA invited Christian Wattig, Founder of the Inside FP&A, Managing Director & Lead Instructor at FP&A Prep, Director of the FP&A Certificate Program at Wharton Online, to talk about the one shift that took the pressure off h...