12 Questions Every CFO Should Ask Before Investing in AI Tools
Executive Summary Most AI tool purchases fail because the decision is made before anyone asks the right questions. When there is pressure to...

Wassia Kamon is the CFO of Georgia Leading CDFI. With over 15 years of experience, she has worked across the manufacturing, technology, pharmaceutical, and nonprofit sectors in various accounting and FP&A leadership roles. Recognized twice as a 40 Under 40 honoree by CPA Practice Advisor, Wassia is a keynote speaker and top content creator whose insights have been featured in major publications such as The Wall Street Journal, Accounting Today, Fast Company, and Strategic Finance Magazine.
In this episode, I sit down in person with James White, CFO of ScanTech AI Systems. We talk about what kept him in public accounting for 20 years when most people leave in five. How he made himself easy to get to know in rooms where he was often the only one who looked like him. Why he believes bein...
Lori Kaczynski won six Canadian national championships in speed skating and was training for the Olympics. Then, had a car accident at 18. Four knee surgeries. Three years of rehabilitation. Today she is the Senior Vice President and Chief Audit, Risk, and Compliance Officer at Graphic Packaging In...
He started at Ernst & Young, moved to Home Depot where he had a front row seat to one of the most operational CFOs in the country, then jumped into high-growth startups and never looked back. In this episode, I sit down in person with Chad Gold, 2022 CFO of the Year by the Atlanta Business Chron...
Tiffany is a global investor relations executive who recently served as Senior Vice President for Investors Relations at Starbucks, where she managed nearly $130 billion in market capitalization. She is a Wharton graduate, an Adjunct Professor at Emory University's Goizueta Business School, a CPA, a...
I sat down with William Washington III, Global CFO of Baker McKenzie. He oversees $3 billion in revenue across 45 countries. His CFO told him he would be ready in five years. He said give me one. A year later, he had the job. We talked about the coaching session that made it happen, how he leads as ...
In this episode, Fabian Ferrada, Senior Solutions Engineer at Insight Software, joins to reveal why traditional board reports take weeks to prepare and barely survive a single number change. They compare ideal board presentations with common flawed ones, explore the hidden costs of broken reporting,...
Most finance teams stay on Excel longer than they should. In this episode, I sit down with Paul Barnhurst, also known as The FP&A Guy. We break down when Excel stops being enough and how to know it is time to move to a real FP&A tool. The biggest mistakes companies make when buying FP&A software, in...
In this episode, I sit down with Julianne Averill, a healthcare AI CFO, board director, and fractional CFO with over 20 years of experience helping life science and digital health companies scale through fundraising, M&A, and IPOs. She has been through over 50 transactions on both the buy and sell s...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon sits down with Jennifer Warawa, President of insightsoftware and a seven-time honoree as one of the top 25 most powerful women in accounting, to explore what CFOs must fix before implementing AI.
In this episode of The Diary of a CFO, we examine what it actually takes to build a 30-year career at a Fortune 50 company and reach the Group CFO seat. Dave DeFreitas, retired Group CFO of Caterpillar Inc., shares the career moves, leadership frameworks, and operational mindset shifts that shaped o...
Executive Summary Most AI tool purchases fail because the decision is made before anyone asks the right questions. When there is pressure to...
Executive Summary Many CFOs are hired to be strategic, but their direct reports spend most of their time on transactions and compliance. Thi...
Executive Summary Many CFOs are hired to be strategic, but their finance function remains transactional. This article explains the “evolutio...
Executive Summary Difficult board conversations become manageable when preparation removes surprise and clarifies the decision. Strong prepa...
No matter the industry, and no matter how healthy the business looks today, three board conversations show up sooner or later. A number gets...




