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.
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...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon sits down with Tariq Munir, digital transformation advisor and author of Reimagine Finance, to explore what it actually takes to build an AI-ready finance team.
In this episode of The Diary of a CFO, we explore what truly separates a good finance team from a great one and what it takes to grow into the full scope of the CFO role. Kevin Appleby, Head of Partnerships at GrowCFO and host of the GrowCFO Show, brings 25 years of management consulting experience ...
In this episode of The Diary of a CFO Podcast, host Wassia Kamon sits down with Teri Kozub, a three-time CFO with more than 33 years of experience in nonprofit finance and current CFO at Community Legal Services of Mid Florida. Teri shares how her non-linear career shaped her leadership style, why ...
Executive presence is often cited as the reason leaders don’t get promoted, but rarely explained. In this episode of The Diary of a CFO, Wassia Kamon sits down with executive coach Jill Avey to unpack what executive presence actually means, why high performers get stuck at the Director or VP level,...
Attorney and risk-management expert Natalia Greene reveals the real stories behind major fraud cases, including those featured on American Greed that she personally worked on. She also shares exactly how accountants, fractional CFOs, and boutique finance firms accidentally expose themselves to laws...
In this episode of The Diary of a CFO, executive recruiter Mark Johnson shares insider perspectives on what CEOs are really looking for in today's CFOs. Discover how the expectations of finance leadership are evolving, what separates top candidates in interviews, and the essential qualities that de...
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...




