Using data and analytics to create actionable insights at scale
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Stories and lessons learned from high-tech people who work at NASA, Google, IBM, Rackspace, GE, Autodesk, Teradata and many many more. This is a podcast where the 'real tech people' share their experiences and lessons learned throughout their careers.
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Account-Based Marketing is a podcast designed as a collection of conversations with sales and marketing leaders, sharing thoughts and practical tips to growing your valuable customers. This podcast is brought to you by Momentum ITSMA, a world-leading B2B growth consultancy and analyst firm. You can learn more at www.momentumitsma.com
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Many speculate that marketing is the business realm poised to be fundamentally reshaped by Artificial Intelligence. However, the pressing issue is the prevalent lack of technical acumen and basic AI understanding among many marketers. Decoding AI for Marketing (DAM) aims to mend this informational void, delivering insights for the technically adept and beginners alike. We demystify AI’s intricacies and furnish hands-on, applicable marketing approaches from those leading the charge. DAM will ...
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Shelly Kramer, managing director and principal analyst at #theCUBEResearch, is joined by Jo Peterson, VP of cloud and security services at #Clarify360 and a member of #theCUBECollective community of independent analysts. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/
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1
Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited
38:48
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38:48In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group Limited, joins Megan Weis to talk about the role of a fractional CFO in the growth of modern entrepreneurial businesses. Learn when growing companies should consider bringing on a fractional CFO, how experienced executives can successfully transition to fractional work, and why th…
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Ep. 73 Hexagon: Elevating ABM with client-centric precision
30:55
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30:55In this episode of the Account-Based Marketing podcast, Jodi Lebow, Vice President of Global Demand Center, reveals how Hexagon is transforming its approach to growth by integrating ABM, demand generation, and client-centricity across its global operations.
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Why So Many Startups Fail at $1M with Rich Zhou, Founder and CEO of Aquifer Growth
37:38
37:38
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37:38In this episode of CFO Weekly, Rich Zhou, Founder and CEO of Aquifer Growth, joins Megan Weis to discuss the evolving role of CFO and how that evolution necessitates a trifecta of finance, strategy, and leadership. They also touch upon financial planning in an ever-changing world and the adoption of cloud across the F&A function. With over a decade…
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Paul Roetzer, founder and CEO of Marketing AI Institute and Smarter X, left his agency world behind and now spends his days training marketers on how to better use AI to move their organization forward. When it comes to AI adoption at marketing organizations, there’s still a wide range of adoption - and Roetzer shares what he’s seen in terms of wha…
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1
Driving Value Beyond Finance with Tom McDermott, CFO at Career Certified
32:34
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32:34In this episode of CFO Weekly, Tom McDermott, Chief Financial Officer at Career Certified, joins Megan Weis to discuss business partnering and value drivers for private equity CFO, sharing insights from his diverse career spanning global technology companies, private equity, and education technology. Tom is an experienced executive and financial le…
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1
What Lights You Up? with Jordan Grumet, Earn & Invest
33:37
33:37
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33:37In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather tha…
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1
Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles, Founder of Money Ripples
55:14
55:14
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55:14In this episode of CFO Weekly, Chris Miles, Founder of Money Ripples, joins Megan Weis to expose the myths behind conventional money advice and reveal smarter ways to generate passive income. Chris shares his journey from being a conventional financial advisor to achieving financial independence twice, including how he escaped $1 million in debt af…
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Ep.72 Grant Thornton: Driving growth in global markets
33:21
33:21
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33:21How do you build trust and grow client relationships on a global scale? Jason Levergood shares how strategic alignment, a client-first mindset, and cross-border collaboration drive success in the complex world of professional services.
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1
NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva, CFO & COO at CARE
29:49
29:49
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29:49In this episode of CFO Weekly, Ranil DeSilva, Chief Financial and Operating Officer at CARE, joins Megan Weis to dive into financial sustainability, NGO finance, business partnering, supply chain, and digital transformation. Learn how modern financial leadership can transform humanitarian operations through innovative technology and strategic resou…
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1
AI is Changing the Consumer Journey, According to Google and BCG Research
37:50
37:50
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37:50Sadie Thoma, director of US B2B marketing at Google, and Derek Rodenhausen, managing director and partner at Boston Consulting Group, say that artificial intelligence is having a major impact on marketing - especially when it comes to the consumer journey. They partnered on new research that shows that the four main consumer behaviors today are str…
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1
Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Teradata
32:44
32:44
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32:44In this episode of CFO Weekly, Claire Bramley, Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storytelling i…
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1
Rethinking Leadership: Ditch Tradition & Drive Impact with Rick Yvanovich
55:47
55:47
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55:47In this episode of CFO Weekly, Rick Yvanovich, CEO & Founder of TRG International, explores why traditional leadership is failing—and how emotionally intelligent, purpose-driven leadership is the future. He shares decades of insights on how businesses can adapt and thrive in an era of constant change. Rick is a Certified Chief Master Coach, serial …
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1
How US Bank and Supergood Made an AI-Driven Campaign
35:41
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35:41Michael Lacorazza, CMO of US Bank, and Mike Barrett, Founder and CSO at Supernatural AI, set out to break the mold: to partner together on an advertising campaign for the large financial institution using innovative AI methods and achieving fast results. If you’re interested in how to partner with AI agencies to take your work to the next level, li…
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1
Become a Lean Six Sigma Master Black Belt with William Washington, Global CFO of Baker McKenzie
32:28
32:28
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32:28In this episode of CFO Weekly, William Washington, Global CFO of Baker McKenzie, joins Megan Weis to share his experiences regarding financial leadership, process improvement, operational efficiency, and many more. William also dives into the Six Sigma methodologies in financial operations and preparing finance teams for the AI revolution. As a cer…
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Ep.71 Ascendion: Harnessing marketing’s superpower to fuel client-centric growth
34:16
34:16
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34:16In this episode of the Account-Based Marketing podcast, Reshma Rahi, Associate VP, GTM Strategy and Sales Transformation, reveals how a laser focus on client needs has transformed Ascendion’s ABM strategies into a growth powerhouse.
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1
The Basics of AI Marketing (And What the Future Holds)
39:29
39:29
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39:29Shiv Singh, co-founder of AI Trailblazers and the author of Marketing with AI For Dummies, knows that there’s still a huge range of adoption in the marketing space when it comes to artificial intelligence. He shares tips for those still early in their journey, and predictions for 2025 when it comes to how the marketing industry will be further upen…
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1
The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase
34:23
34:23
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34:23In this episode of CFO Weekly, Alex Jimenez, Lead Principal Consultant at Backbase, joins Megan Weis to break down why traditional digital transformation approaches need rethinking, what digital transformation really means for banks, and why we should drop the word "digital" altogether. Alex brings over 36 years of financial services expertise to t…
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1
What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace
33:34
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33:34In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dy…
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1
Typeface Founder Abhay Parasnis on the Future of AI Marketing Workflows
43:20
43:20
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43:20Abhay Parasnis, founder of Typeface, is making a big bet on where artificial intelligence will truly reshape the marketing industry. After experience at Adobe and other large organizations, Parasnis ventured out on his own in 2022 to work on a tool to solve the fundamental problem in marketing today, the “content paradox.” He explains why there’s a…
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1
Why the Best CFOs Are Master Storytellers with Luigi Testa, Chief Financial Officer at LinkSquares
25:01
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25:01In this episode of CFO Weekly, Luigi Testa, Chief Financial Officer at LinkSquares, joins Megan Weis to dive into the intricacies of growth stage software, the challenges of raising capital, and operating these types of businesses. Luigi also shares insights on the importance of storytelling in finance and how AI is revolutionizing legal tech. With…
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1
Why CFOs Must Embrace AI with Keith Causey, SVP of Cloud ERP Transformation at Oracle
29:59
29:59
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29:59In this episode of CFO Weekly, Keith Causey, SVP of Cloud ERP Transformation at Oracle, joins Megan Weis to discuss the transformative impact of AI on finance, how AI-driven tools are enabling touchless operations, and the role of CFOs as change agents and offers actionable advice for overcoming resistance to innovation. Keith is a strategic and hi…
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Ep. 70 Bonus episode: ABM as the catalyst for client-centricity
29:27
29:27
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29:27In this bonus episode, we explore the evolution of ABM, drawing on insights from Momentum ITSMA’s Global Account-Based Marketing Benchmark study to uncover the strategies redefining the future of client-centric marketing.
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1
Budget Smarter, Not Harder with CJ Gustafson, CFO at PartsTech
24:08
24:08
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24:08In this episode of CFO Weekly, CJ Gustafson, Chief Financial Officer at PartsTech, joins Megan Weis to discuss the annual planning process and the metrics that go into building a good budget. CJ also discusses the importance of storytelling in finance, how to foster a people-centric approach to budgeting, and the role of AI and analytics in transfo…
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Ep.69 PwC: Winner of Momentum ITSMA’s 2024 Account-Based Marketer of the Year
28:22
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28:22In our latest episode, we discover how Momentum ITSMA's Marketing Excellence Award winner Rhiannon Blackwell has established a successful global ABM program at PwC, driving collaboration, growth, and earning the title of Account-Based Marketer of the Year 2024.
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1
Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix
28:08
28:08
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28:08In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative fi…
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1
Marketing AI Trends That Emerged from CES
1:00:43
1:00:43
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1:00:43Shelly Palmer, Professor at the Newhouse School of Public Communications at Syracuse University and CEO of The Palmer Group, reports on the AI marketing trends he is most excited about coming out of this year’s Consumer Electronic Show in Vegas. He talks about what’s over and underhyped - from superautomation and agents to content creation and beyo…
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1
The AI-Powered Future of Cash Flow with Carlos Vega, Co-Founder and CEO of Tesorio
28:57
28:57
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28:57In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at …
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1
How AI Is Changing the CFO Playbook with Ashwath Bhat, CFO at Fractal
41:31
41:31
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41:31In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bha…
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1
Top Skills and Strategies for Standing Out in Finance with Stephen Newland, Director of FP&A at GrowthLab Finance
34:38
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34:38Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance r…
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Ep.68 Roche: Passion, personalization and the future of account-based experiences
28:34
28:34
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28:34In this episode, we go behind the scenes with Luisa Wegmueller, ABM Lead, to explore how Roche is transforming ABM to drive hyper-personalized customer experiences and accelerate growth in complex B2B markets.
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1
The Business of Doing Good with Sam Wehbe, CFO at Medical Teams International
29:05
29:05
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29:05In this episode of CFO Weekly, Sam Wehbe, Chief Financial Officer at Medical Teams International, joins Megan Weis to dive into the vital balance between financial health and social impact in the nonprofit sector. Sam shares insights on navigating financial challenges, the importance of sound fiscal management, and innovative revenue strategies tha…
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1
Building Value Through Financial Analysis with Karl Maier, Founder of Abunden
30:18
30:18
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30:18In this episode of CFO Weekly, Karl Maier, founder of Abunden, joins Megan Weis to share insights on building value through financial analysis. Karl discusses his extensive experience helping businesses protect cash flow, secure funding, and boost profits, particularly in challenging economic conditions. As an experienced fractional CFO and busines…
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1
Embedding Artificial Intelligence in the World’s Largest Companies
38:42
38:42
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38:42Ashok Kalidas, Chief AI Scientist at Kantar, helps Fortune 500 companies think about the cutting-edge technologies they need now and the best ways to implement new AI and ML tools into their organizations to take their marketing strategies to the next level. He explains the technology behind some of Kantar’s latest use cases and where he thinks the…
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1
CFOs Meet Generative AI with Monica Proothi, Partner and Global Finance Transformation Lead for IBM
27:08
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27:08In this episode of CFO Weekly, Monica Proothi, Partner and Global Finance Transformation Lead for IBM, joins Megan Weis to explore the latest trends and challenges facing finance leaders, particularly around generative AI. Monica discusses how generative AI is reshaping finance, the need for CFOs to collaborate with CTOs early in IT planning, and t…
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1
Key Lessons in Financial Leadership with Eric Muhlheim, CFO at Mozilla
34:11
34:11
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34:11In this episode of CFO Weekly, Eric Muhlheim, Chief Financial Officer at Mozilla, joins Megan Weis to share insights on mastering financial leadership in tech and advancing strategies that are shaping the reinvention of the two-decade-old technology pioneer, Mozilla. Eric also discusses how to build high-performing finance teams, the importance of …
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1
How Teradata Uses AI to Create Brand Stickiness and More
46:50
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46:50Jacqueline Woods is the Chief Marketing Officer at the software company Teradata. She has a unique vantage point as both a CMO herself and as someone who works with other companies every day to better leverage technology, data, and artificial intelligence. She explains how companies can think more strategically about their AI implementation, where …
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1
The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro, Managing Partner at BCDN Advisors
54:43
54:43
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54:43The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the…
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1
Scaling Finance in Tech with Howard Wilson, CFO at PagerDuty
33:41
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33:41In this episode of CFO Weekly, Howard Wilson, Chief Financial Officer at PagerDuty, joins Megan Weis to dive into his journey and the insights he has learned along the way regarding scaling finance in tech. Howard shares how financial leadership now drives strategic change and integrates with commercial strategy, the importance of a customer-centri…
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1
Truly Understanding Consumer Behavior - with the Help of AI
38:05
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38:05Jeremy Fain, CEO and Co-founder at Cognitiv, is on a mission to better predict consumer behavior with the help of artificial intelligence. The deep-learning advertising platform was founded in 2015 and has since built tools to help brands connect with their customers in a more precise way - a necessary capability for marketers now and into the futu…
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1
The CFO's Role in Shaping Higher Education with John Ferrari, VP of Finance and Administration at Northern Virginia Community College
36:20
36:20
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36:20In this episode of CFO Weekly, John Ferrari, VP of Finance and Administration (CFO) at Northern Virginia Community College (NOVA), joins Megan Weis to discuss the role of a CFO as a business leader or the strategic CFO in higher education and the importance of financial stewardship and data-driven decision-making in enhancing student outcomes. John…
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1
Navigating the Security Risks Posed by Gen AI with Varonis' Matt Radolec
19:25
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19:25In this episode of the SecurityANGLE, our cybersecurity-focused series, I’m joined by Matt Radolec, VP of Incident Response, Cloud Operations, & SE EU at Varonis, for a conversation about navigating the security risks posed by generative AI and thoughts on how organizations can adopt AI but also manage to mitigate risk at the same time. Varonis hos…
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1
The CFO Trifecta Unpacked with Michelle DeBella, CFO at JumpCloud
41:25
41:25
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41:25In this episode of CFO Weekly, Michelle DeBella, Chief Financial Officer at JumpCloud, joins Megan Weis to explore the CFO trifecta: finance, strategy, and leadership. Michelle also dives into the importance of balancing immediate financial responsibilities with long-term strategic planning, the role of AI in business, and the significance of clear…
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1
Exploring Data Warehouse Security Strategies with Teradata's Billy Spears
38:03
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38:03This episode of the SecurityANGLE features host Shelly Kramer, managing director and principal analyst at theCUBE Research, and Jo Peterson, analyst, engineer, and member of theCUBE Collective community of independent analysts and Teradata CISO Billy Spears for a conversation exploring data warehouse security strategies. Today, the average size of …
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1
Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman, Interim CFO and Finance Director at Seidman Financial
47:31
47:31
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47:31In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial …
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1
The Secret to Success with AI? Building the Right Marketing Organization
47:14
47:14
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47:14Omar Rodriguez-Vilá is a professor of marketing at Emory University and a partner at MarCaps, and was previously a practitioner at Coca-Cola. He’s looked at the ways some of the best marketing organizations out there have changed their structure and habits in the wake of the AI revolution, and he has data to share. He argues that great marketing le…
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1
Inside Government Finance with Tonya Johnson-Simmons, Deputy Chief Financial Officer & Director of Financial Management of the U.S. Department of the Interior
40:33
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40:33In this episode of CFO Weekly, Tonya Johnson-Simmons, Deputy Chief Financial Officer and Director of Financial Management for the U.S. Department of the Interior, joins Megan Weis to discuss the evolving role of the CFO in government and beyond. Tonya shares how she's leveraging AI, enhancing cybersecurity, and fostering inclusion in leadership whi…
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1
AI Marketers, Digital Transformation, and Lessons from Starbucks Mobile Pay
43:52
43:52
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43:52Adam Brotman, co-founder and co-CEO at Forum3, an AI lab, has spent his whole career helping brands embrace technologies to lead them into the future. Now, with his co-founder Andy Sack, he’s taking what he’s learned about places like Starbucks and J. Crew and building and testing tools around artificial intelligence that can help marketers at ever…
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1
Strategic Financial Engineering with Chad Gold, CFO at G2
36:54
36:54
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36:54In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, inc…
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1
Deception Technology: Changing the Game for Cybercriminals
33:23
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33:23Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by fellow analyst and frequent co-host Jo Peterson on the SecurityANGLE podcast for a conversation about deception technology, a strategy designed to attract cybercriminals away from an enterprise’s true assess and divert them to a decoy or trap, is gaining tractio…
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1
Is a Fractional CFO Right for You? With Luke Boyenger, CEO of Cruzumi CFO & Advisory
39:04
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39:04In this episode of CFO Weekly, Luke Boyenger, Chief Executive Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team…
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