The Mid-Market
CFO Circle

This video-podcast series brings you conversations with mid-market CXO leaders to identify and solve challenges at CFO office with automation and emerging tech

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CFO Circle Live

Lawrence Chester Lawrence Chester

Fractional CFO

CFO Simplified

Impact of Poor Collections Strategy on CX

In this episode, join Lawrence Chester, President of CFO Simplified, as he discusses why a poor collections strategy affects the customer experience (CX) and why mid-market CFOs should leverage technology to keep an eye on customer behavior.

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David Worrell David Worrell

Partner/CFO

Fuse Financial Partners, LLC

Take the Leap: Looking beyond starter accounting solutions

In this episode, join David Worrell, Partner and CFO of Fuse Financial Partners, as he discusses the challenges of fast-growing lower-middle-market companies and how CFOs should start looking beyond starter accounting software.

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Alex Jimenez Alex Jimenez

Managing Principal Consultant

Financial Services Consulting at EPAM

Digital Transformation Mistakes That Set You Up for Failure

In this episode, join Alex Jimenez, Managing Principal Consultant, Financial Services Consulting at EPAM, as he discusses the mistakes Mid-Market companies make when embarking on digital transformation and how CFOs can avoid these pitfalls.

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Bill Eveleth Bill Eveleth

CFO and COO

Go Live SMS

Mid-Market Businesses Guide to Control Credit Risk Post Pandemic

In this episode, join Bill Eveleth, CFO, and COO at Go Live SMS, as he discusses how Mid-Market CFOs can monitor and mitigate credit risk, and manage growth while adjusting to new dynamics in credit risk management.

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Travis Smith Travis Smith

CFO

DALYTE

Understanding the Nitty-Gritties of AR Automation

In this episode, join Travis Smith, CFO at DALYTE, an AiA Industries Company, as he discusses how Mid-Market CFOs can successfully plan and implement AR Automation transformation by analyzing the challenges and effective collaboration.

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Dan Piscatelli Dan Piscatelli

Fractional CFO & Founder

Hurd House Advisors

Preparing the CFO offices at Growing Companies

In this episode, join Dan Piscatelli, founder of Hurd House Advisors, as he discusses how growing businesses should prepare and organize their CFO Offices to make sure they are digitally ready on all fronts for the future.

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Sayantan Datta Sayantan Datta

Finance Transformation, Associate Director/VP

Accenture

Leverage Receivables Transformation to Enable Accelerated Growth and Expansion

In this episode, join Sayantan Datta, Finance Transformation- Associate Director/VP, Accenture, as he discusses how mid-market CFOs should plan their AR processes by leveraging AR automation to cater to business growth.

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Bruce Braviroff Bruce Braviroff

Fractional CFO , Interim CFO

Your CFO

Accounts Receivables Strategies to Swear By in 2022 and Beyond

In this episode, join Bruce Braviroff, Interim CFO at Your CFO, as he discusses what CFO offices should set priorities on and drills down key strategies they need to swear by in 2022 and beyond.

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Bhaskar Kumar Bhaskar Kumar

CFO

Sellanycar.com

Why a digital-first approach is necessary for CFO Office automation

In this episode, join Bhaskar Kumar, Chief Financial Officer at SellAnyCar.com, as he discusses how growth-focused CFOs can fuel a business’ growth opportunities and why CFO offices need to be digitally savvy to succeed.

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Blair Cook Blair Cook

CFO

Mara Renewables

Leveraging AI and automation to fast track collections

In this episode, join Blair Cook, Chief Financial Officer at Mara Renewables Corporation, as he discusses how businesses can enable and support growth under the guidance of a CFO to build a world-class finance function.

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Wayne Spivack Wayne Spivack

President & CFO

SBA * Consulting

Digitization for AR processes: Do's and Don'ts

In this episode, join Wayne as he discusses why and how growth-focused CFOs should plan and reassess their goals and resources to cope with their escalating business boom.

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Shilpam Ahuja Shilpam Ahuja

AVP, Invoice to Cash Practice

Genpact

5 steps to make a CFO’s office data intelligent

In this episode, join Shilpam Ahuja, Assistant Vice President, Genpact as she discusses the 5 steps for CFO offices to become data intelligent and how businesses can tap into analytics and modern technology to be data-driven.

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Jessica Butler Jessica Butler

Founder

Attain Consulting Group

Going from Fragmented Processes to Well-Oiled Deductions Management

In this episode, join Jessica Butler, Founder of Attain Consulting Group, as she discusses the need for a well-oiled deductions management system and how manually managed deductions affect the revenue of the mid-market CFO offices.

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Terrell A Turner Terrell A Turner

Co-Founder/Fractional CFO

Terrell A Turner, Co-Founder/Fractional CFO, TLTurner

Credit Control And Risk Mitigation At CFOs Office

In this episode, join Terrell Turner, Co-Founder / Fractional CFO, TLTurner Group as he discusses the need for CFO Offices to improve credit control and address risk mitigation strategies to steer through the current economic climate change.

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Lawrence Chester Lawrence Chester

Fractional CFO

CFO Simplified

Getting the Automation Recipe Right for the Mid-Market CFO Office

In the session, you will gain insights from Lawrence Chester and Alex Jimenez on how organizations approach automation and the mistakes they should avoid. While companies are moving towards adopting automation and digitally transforming the office of the CFO, they need to take time and evaluate their goals.

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Alex Jimenez Alex Jimenez

Advisory Panel

Piktale

Sayantan Datta Sayantan Datta

Director/VP

Financial Transformation

AR Automation Advant-EDGE – The must-have for scaling businesses

In this session, you will get exclusive insights from Bruce Braviroff and Sayantan Datta on optimization and automation strategies that work for growing Mid-Market CFO Offices. CFOs should concentrate on developing scalable finance functions that can support their business growth.

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Bruce Bravioff Bruce Bravioff

CFO

Fractional

Wayne Spivak Wayne Spivak

CFO

SBA * Consulting Ltd

Uncovering the ideal plan for building a world-class CFOs office

In this episode, join expert CFOs Blair Cook and Wayne Spivak as they give insights and share their experiences on how CFO offices can make their finance function world-class. It is essential for CFOs and their finance processes to be geared towards the future to stay ahead of the curve.

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Blair Cook Blair Cook

CFO

Mara Renwables

Rey del Valle Rey del Valle

Interim CFO and Consultant

Optimizing Invoice-to-Cash with Automation vs Outsourcing

In this episode, join CFO Office experts Rey del Valle and Terrell Turner as they give insights and share their experiences on how CFOs can optimize invoice-to-cash with automation vs outsourcing. It is critical for growing businesses to get a hold of their finance processes before their CFO Offices are flooded with AR challenges.

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Terrell A Turner Terrell A Turner

Co-Founder, Fractional CFO

TLTurner Group

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