One of the most consequential decisions a CFO will make is selecting and implementing an enterprise resource planning (ERP) platform. Yet beyond vendor comparisons and licensing costs lie hidden risks—customization overruns, stalled implementations, legacy system constraints, and organizational change fatigue. In this episode of The CFO Show, Melissa Howatson speaks with Harpal Mattu, FCMA, Managing Director at Agilyx Group, about what truly determines ERP success or failure. Drawing on decades of experience guiding global ERP transformations, Harpal shares practical lessons from both high-performing implementations and recovery projects where things went wrong. Together, they discuss: <ul><li>The true total cost of ERP ownership beyond implementation fees</li><li>Why excessive customization creates “Frankenstack” environments</li><li>When to adapt your processes versus customizing the system</li><li>How to structure ERP programs to reduce risk and avoid burnout</li><li>Phasing vs. “big bang” go-lives—and what CFOs must protect</li><li>Why change management must begin before system selection</li><li>The evolution of ERP from system of record to system of reasoning</li></ul> Whether you’re modernizing a legacy ERP, evaluating new platforms, or leading a finance transformation initiative, this conversation offers a strategic lens for navigating ERP decisions with confidence and discipline.

<description>&lt;p&gt;One of the most consequential decisions a CFO will make is selecting and implementing an enterprise resource planning (ERP) platform. Yet beyond vendor comparisons and licensing costs lie hidden risks—customization overruns, stalled implementations, legacy system constraints, and organizational change fatigue.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In this episode of The CFO Show, Melissa Howatson speaks with Harpal Mattu, FCMA, Managing Director at Agilyx Group, about what truly determines ERP success or failure. Drawing on decades of experience guiding global ERP transformations, Harpal shares practical lessons from both high-performing implementations and recovery projects where things went wrong.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Together, they discuss:&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;The true total cost of ERP ownership beyond implementation fees&lt;/li&gt;&lt;li&gt;Why excessive customization creates “Frankenstack” environments&lt;/li&gt;&lt;li&gt;When to adapt your processes versus customizing the system&lt;/li&gt;&lt;li&gt;How to structure ERP programs to reduce risk and avoid burnout&lt;/li&gt;&lt;li&gt;Phasing vs. “big bang” go-lives—and what CFOs must protect&lt;/li&gt;&lt;li&gt;Why change management must begin before system selection&lt;/li&gt;&lt;li&gt;The evolution of ERP from system of record to system of reasoning&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Whether you’re modernizing a legacy ERP, evaluating new platforms, or leading a finance transformation initiative, this conversation offers a strategic lens for navigating ERP decisions with confidence and discipline.&lt;/p&gt;</description>

One of the most consequential decisions a CFO will make is selecting and implementing an enterprise resource planning (ERP) platform. Yet beyond vendor comparisons and licensing costs lie hidden risks—customization overruns, stalled implementations...

ERP Transformation Strategy: How CFOs Avoid Failure, Hidden Costs and Legacy Risk

Real-time reporting promises faster decisions, but without trusted&nbsp;and&nbsp;governed data, speed can become a liability.&nbsp; <a href="https://www.linkedin.com/in/john-hagerty-13a78/" target="_blank" style="color: rgb(70, 120, 134);">John Hagerty</a>,&nbsp;Distinguished&nbsp;Analyst at&nbsp;<a href="https://www.linkedin.com/company/dresner-advisory-services-llc/" target="_blank" style="color: rgb(70, 120, 134);">Dresner Advisory Services</a>, joins Melissa&nbsp;Howatson&nbsp;to unpack what it really takes to achieve data mastery in modern finance organizations. Drawing on more than 35 years of experience across enterprise performance management, business intelligence and analytics, John explains why data governance is no longer an IT problem,&nbsp;it’s&nbsp;a business imperative.&nbsp; In this conversation John shares why finance&nbsp;can’t&nbsp;operate&nbsp;in data silos, how CFOs and CIOs must evolve into true partners, and why analytics only deliver value when built on consistent definitions, shared&nbsp;responsibility&nbsp;and clean data foundations.&nbsp; From centers of excellence and data stewardship to AI adoption and real-time decision-making, this episode offers a practical roadmap for finance leaders looking to turn data into a strategic advantage.&nbsp; Discussed in this episode:&nbsp;• Why real-time analytics fail without trusted data&nbsp;• Data governance as a shared enterprise responsibility&nbsp;• The evolving CFO–CIO partnership&nbsp;• Centers of excellence vs. data stewardship (and why you need both) For CFO insights, episode show notes and exclusive blog content, visit&nbsp;<a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;">thecfoshowpodcast.com</a>.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

<description>&lt;p&gt;Real-time reporting promises faster decisions, but without trusted&amp;nbsp;and&amp;nbsp;governed data, speed can become a liability.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.linkedin.com/in/john-hagerty-13a78/" target="_blank" style="color: rgb(70, 120, 134);"&gt;John Hagerty&lt;/a&gt;,&amp;nbsp;Distinguished&amp;nbsp;Analyst at&amp;nbsp;&lt;a href="https://www.linkedin.com/company/dresner-advisory-services-llc/" target="_blank" style="color: rgb(70, 120, 134);"&gt;Dresner Advisory Services&lt;/a&gt;, joins Melissa&amp;nbsp;Howatson&amp;nbsp;to unpack what it really takes to achieve data mastery in modern finance organizations. Drawing on more than 35 years of experience across enterprise performance management, business intelligence and analytics, John explains why data governance is no longer an IT problem,&amp;nbsp;it’s&amp;nbsp;a business imperative.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In this conversation John shares why finance&amp;nbsp;can’t&amp;nbsp;operate&amp;nbsp;in data silos, how CFOs and CIOs must evolve into true partners, and why analytics only deliver value when built on consistent definitions, shared&amp;nbsp;responsibility&amp;nbsp;and clean data foundations.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;From centers of excellence and data stewardship to AI adoption and real-time decision-making, this episode offers a practical roadmap for finance leaders looking to turn data into a strategic advantage.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Discussed in this episode:&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;• Why real-time analytics fail without trusted data&amp;nbsp;&lt;/p&gt;&lt;p&gt;• Data governance as a shared enterprise responsibility&amp;nbsp;&lt;/p&gt;&lt;p&gt;• The evolving CFO–CIO partnership&amp;nbsp;&lt;/p&gt;&lt;p&gt;• Centers of excellence vs. data stewardship (and why you need both)&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;For CFO insights, episode show notes and exclusive blog content, visit&amp;nbsp;&lt;a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;"&gt;thecfoshowpodcast.com&lt;/a&gt;.&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;/p&gt;</description>

Real-time reporting promises faster decisions, but without trusted and governed data, speed can become a liability. John Hagerty, Distinguished Analyst at Dresner Advisory Services, joins Melissa Howatson to unpack what it really takes to achieve d...

Data Mastery for Modern Finance: John Hagerty on Governance, AI, and Analytics 

Healthcare finance leaders are&nbsp;operating&nbsp;under unprecedented pressure. Rising costs, staffing shortages, payer complexity, and constant uncertainty.&nbsp; <a href="https://www.ensemblehp.com/about-us/leadership/" target="_blank" style="color: rgb(70, 120, 134);">Matthew Ennen</a>, Senior Vice President of Finance and Business Development at&nbsp;<a href="https://www.ensemblehp.com/" target="_blank" style="color: rgb(70, 120, 134);">Ensemble Health Partners</a>,&nbsp;shares how finance leaders can navigate volatility while staying anchored to their mission, their people and long-term resilience.&nbsp; Drawing on more than 20 years of experience across healthcare and consumer industries, Matthew explains why finance skills are highly transferable, how analytics and scenario planning enable proactive decision-making, and why transparency, empathy and communication are now essential leadership requirements.&nbsp; From balancing cost containment with innovation to keeping teams motivated through periods of transformation, Matthew offers practical insights for finance leaders in any industry facing rapid change.&nbsp; Discussed in This Episode: &nbsp;<ul><li>Leading finance teams through uncertainty and transformation&nbsp;</li><li>Why finance skills transfer across industries&nbsp;</li><li>Balancing cost control with innovation in mission-driven organizations&nbsp;</li><li>Using analytics to move from reactive to proactive decision-making&nbsp;</li><li>The role of transparency,&nbsp;empathy&nbsp;and communication in leadership</li></ul> For CFO insights, episode show notes and exclusive blog content, visit&nbsp;<a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;">thecfoshowpodcast.com</a>.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

<description>&lt;p&gt;Healthcare finance leaders are&amp;nbsp;operating&amp;nbsp;under unprecedented pressure. Rising costs, staffing shortages, payer complexity, and constant uncertainty.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.ensemblehp.com/about-us/leadership/" target="_blank" style="color: rgb(70, 120, 134);"&gt;Matthew Ennen&lt;/a&gt;, Senior Vice President of Finance and Business Development at&amp;nbsp;&lt;a href="https://www.ensemblehp.com/" target="_blank" style="color: rgb(70, 120, 134);"&gt;Ensemble Health Partners&lt;/a&gt;,&amp;nbsp;shares how finance leaders can navigate volatility while staying anchored to their mission, their people and long-term resilience.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Drawing on more than 20 years of experience across healthcare and consumer industries, Matthew explains why finance skills are highly transferable, how analytics and scenario planning enable proactive decision-making, and why transparency, empathy and communication are now essential leadership requirements.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;From balancing cost containment with innovation to keeping teams motivated through periods of transformation, Matthew offers practical insights for finance leaders in any industry facing rapid change.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Discussed in This Episode:&lt;/strong&gt; &amp;nbsp;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Leading finance teams through uncertainty and transformation&amp;nbsp;&lt;/li&gt;&lt;li&gt;Why finance skills transfer across industries&amp;nbsp;&lt;/li&gt;&lt;li&gt;Balancing cost control with innovation in mission-driven organizations&amp;nbsp;&lt;/li&gt;&lt;li&gt;Using analytics to move from reactive to proactive decision-making&amp;nbsp;&lt;/li&gt;&lt;li&gt;The role of transparency,&amp;nbsp;empathy&amp;nbsp;and communication in leadership&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;For CFO insights, episode show notes and exclusive blog content, visit&amp;nbsp;&lt;a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;"&gt;thecfoshowpodcast.com&lt;/a&gt;.&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;</description>

Healthcare finance leaders are operating under unprecedented pressure. Rising costs, staffing shortages, payer complexity, and constant uncertainty. Matthew Ennen, Senior Vice President of Finance and Business Development at Ensemble Health Partner...

Managing Costs, Complexity, and Change in Healthcare Finance

What separates good finance teams from great ones? In this special episode, host Melissa&nbsp;Howatson&nbsp;brings together insights from more than 20 finance leaders to answer one deceptively simple question:&nbsp; What is the hallmark of a mature finance team?&nbsp; Across industries and company sizes, their perspectives reveal a shared truth: modern finance teams&nbsp;don’t&nbsp;just report on the business; they help shape where&nbsp;it’s&nbsp;going.&nbsp; From strategic storytelling to cross-functional partnership, from data clarity to embracing AI as an amplifier for decision-making, this episode uncovers the practices that define today’s most effective finance organizations.&nbsp; Discussed in This Episode:&nbsp;<ul><li>Why mature finance teams guide rather than control the business&nbsp;</li><li>How partnership and communication earn finance a seat at the table&nbsp;</li><li>The importance of ownership,&nbsp;consistency&nbsp;and predictable processes&nbsp;</li><li>Why data culture matters more than “perfect” data&nbsp;</li><li>How AI frees teams to spend more time on storytelling and strategy&nbsp;</li><li>Why transformation is never one big moment, but an ongoing mindset&nbsp;</li></ul> Guests in Order of Appearance:&nbsp;<ul><li><a href="https://www.linkedin.com/in/john-hagerty-13a78/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">John Hagerty</a>, Distinguished Analyst,&nbsp;<a href="https://dresneradvisory.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Dresner Advisory Services</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/sandramclarke/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Sandra Clarke</a>, Former EVP &amp; COO,&nbsp;<a href="https://www.blueshieldca.com/en/home" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Blue Shield of California</a>&nbsp;</li><li><a href="https://www.linkedin.com/in/tom-panther-000b9617b/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Tom Panther</a>, CFO,&nbsp;<a href="https://www.ncfgiving.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">National Christian Foundation</a>&nbsp;(Formerly of Corpay)&nbsp;</li><li><a href="https://www.linkedin.com/in/amy-ward-45964412/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Amy Ward</a>, CFO,&nbsp;<a href="https://blueriverpetcare.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Blue River PetCare</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/hughwcumming/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Hugh Cumming</a>, Chief Technology Officer,&nbsp;<a href="https://www.venasolutions.com/?__hstc=128810003.859c78ae3a744aeb0d66ab54ccf6d952.1747742466193.1767721930486.1767815014824.205&amp;__hssc=128810003.1.1767815014824&amp;__hsfp=2924565351" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Vena</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/kaztakemura/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Kaz Takemura</a>, Managing Director, FP&amp;A Technology Services,&nbsp;<a href="https://www.modelcom.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">ModelCom Inc.</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/aaqilk/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Aaqil Kassamali</a>, Procurement Director,&nbsp;<a href="https://www.venasolutions.com/?__hstc=128810003.859c78ae3a744aeb0d66ab54ccf6d952.1747742466193.1767721930486.1767815014824.205&amp;__hssc=128810003.1.1767815014824&amp;__hsfp=2924565351" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Vena</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/rajat-bahri-79b5004" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Rajat Bahri</a>, CFO,&nbsp;<a href="https://www.icertis.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Icertis</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/scottengler/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Scott Engler</a>, CEO,&nbsp;<a href="https://www.syncexecutivepartners.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Sync Executive Partners</a>&nbsp;</li><li><a href="https://www.linkedin.com/in/anishasood/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Anisha Sood</a>, Chief Financial &amp; Strategy Officer,&nbsp;<a href="https://www.fchn.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">First Choice Health</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/daren-campbell-57b71260/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Darren R. Campbell</a>,&nbsp;<a href="https://www.ey.com/en_us" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">EY</a>&nbsp;Americas Tax Technology and Transformation Leader&nbsp;</li><li><a href="https://www.linkedin.com/in/matthewennencpa/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Matthew Ennen</a>, SVP, Finance and Business Development,&nbsp;<a href="https://www.ensemblehp.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Ensemble Health Partners</a>&nbsp;</li><li><a href="https://www.linkedin.com/in/tom-seegmiller-cpa-ca/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Tom Seegmiller</a>, CFO,&nbsp;<a href="https://texadasoftware.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Texada Software</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/janellegorman/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Janelle Gorman</a>, CFO,&nbsp;<a href="https://york.ie/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">York IE</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/troy-r-anderson/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Troy Anderson</a>, CFO,&nbsp;<a href="https://www.kellyservices.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Kelly</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/dave-helmer-1641747/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Dave Helmer</a>,&nbsp;<a href="https://www.ey.com/en_us" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">EY</a>&nbsp;Global Tax and Finance Operate Leader&nbsp;</li><li><a href="https://www.linkedin.com/in/craig-schiff-bpm/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Craig Schiff</a>, CEO,&nbsp;<a href="https://www.bpmpartners.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">BPM Partners</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/igorstelea/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Igor Stelea</a>, Former Director,&nbsp;<a href="https://www.cfgi.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">CFGI</a>&nbsp;</li><li><a href="https://www.linkedin.com/in/sharpbrandon1/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Brandon Sharp</a>, Chief Information Officer,&nbsp;<a href="https://www.brookfieldresidential.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Brookfield Residential</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/nick-mckeehan-a120851/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Nick McKeehan</a>, Managing Director, CFO Solutions,&nbsp;<a href="https://www.protiviti.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Protiviti</a>&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/charliexwliu/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Charlie X.W. Liu</a>, Chief Happiness Officer,&nbsp;<a href="https://meetmcc.co/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">MCC</a>&nbsp;</li><li><a href="https://www.linkedin.com/in/peteremerling/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Peter Emerling</a>, Director, Digital Transformation Practice,&nbsp;<a href="https://www.citrincooperman.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;">Citrin Cooperman</a></li></ul> For CFO insights, episode show notes and exclusive blog content, visit&nbsp;<a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;">thecfoshowpodcast.com</a>.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

<description>&lt;p&gt;What separates good finance teams from great ones? In this special episode, host Melissa&amp;nbsp;Howatson&amp;nbsp;brings together insights from more than 20 finance leaders to answer one deceptively simple question:&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;em&gt;What is the hallmark of a mature finance team?&lt;/em&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Across industries and company sizes, their perspectives reveal a shared truth: modern finance teams&amp;nbsp;don’t&amp;nbsp;just report on the business; they help shape where&amp;nbsp;it’s&amp;nbsp;going.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;From strategic storytelling to cross-functional partnership, from data clarity to embracing AI as an amplifier for decision-making, this episode uncovers the practices that define today’s most effective finance organizations.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Discussed in This Episode:&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Why mature finance teams guide rather than control the business&amp;nbsp;&lt;/li&gt;&lt;li&gt;How partnership and communication earn finance a seat at the table&amp;nbsp;&lt;/li&gt;&lt;li&gt;The importance of ownership,&amp;nbsp;consistency&amp;nbsp;and predictable processes&amp;nbsp;&lt;/li&gt;&lt;li&gt;Why data culture matters more than “perfect” data&amp;nbsp;&lt;/li&gt;&lt;li&gt;How AI frees teams to spend more time on storytelling and strategy&amp;nbsp;&lt;/li&gt;&lt;li&gt;Why transformation is never one big moment, but an ongoing mindset&amp;nbsp;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong style="color: rgb(45, 42, 38);"&gt;Guests in Order of Appearance:&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/john-hagerty-13a78/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;John Hagerty&lt;/strong&gt;&lt;/a&gt;, Distinguished Analyst,&amp;nbsp;&lt;a href="https://dresneradvisory.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Dresner Advisory Services&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/sandramclarke/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Sandra Clarke&lt;/strong&gt;&lt;/a&gt;, Former EVP &amp;amp; COO,&amp;nbsp;&lt;a href="https://www.blueshieldca.com/en/home" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Blue Shield of California&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/tom-panther-000b9617b/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Tom Panther&lt;/strong&gt;&lt;/a&gt;, CFO,&amp;nbsp;&lt;a href="https://www.ncfgiving.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;National Christian Foundation&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;(Formerly of Corpay)&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/amy-ward-45964412/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Amy Ward&lt;/strong&gt;&lt;/a&gt;, CFO,&amp;nbsp;&lt;a href="https://blueriverpetcare.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Blue River PetCare&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/hughwcumming/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Hugh Cumming&lt;/strong&gt;&lt;/a&gt;, Chief Technology Officer,&amp;nbsp;&lt;a href="https://www.venasolutions.com/?__hstc=128810003.859c78ae3a744aeb0d66ab54ccf6d952.1747742466193.1767721930486.1767815014824.205&amp;amp;__hssc=128810003.1.1767815014824&amp;amp;__hsfp=2924565351" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Vena&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/kaztakemura/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Kaz Takemura&lt;/strong&gt;&lt;/a&gt;, Managing Director, FP&amp;amp;A Technology Services,&amp;nbsp;&lt;a href="https://www.modelcom.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;ModelCom Inc.&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/aaqilk/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Aaqil Kassamali&lt;/strong&gt;&lt;/a&gt;, Procurement Director,&amp;nbsp;&lt;a href="https://www.venasolutions.com/?__hstc=128810003.859c78ae3a744aeb0d66ab54ccf6d952.1747742466193.1767721930486.1767815014824.205&amp;amp;__hssc=128810003.1.1767815014824&amp;amp;__hsfp=2924565351" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Vena&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/rajat-bahri-79b5004" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Rajat Bahri&lt;/strong&gt;&lt;/a&gt;, CFO,&amp;nbsp;&lt;a href="https://www.icertis.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Icertis&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/scottengler/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Scott Engler&lt;/strong&gt;&lt;/a&gt;, CEO,&amp;nbsp;&lt;a href="https://www.syncexecutivepartners.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Sync Executive Partners&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/anishasood/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Anisha Sood&lt;/strong&gt;&lt;/a&gt;, Chief Financial &amp;amp; Strategy Officer,&amp;nbsp;&lt;a href="https://www.fchn.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;First Choice Health&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/daren-campbell-57b71260/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Darren R. Campbell&lt;/strong&gt;&lt;/a&gt;,&amp;nbsp;&lt;a href="https://www.ey.com/en_us" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;EY&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;Americas Tax Technology and Transformation Leader&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/matthewennencpa/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Matthew Ennen&lt;/strong&gt;&lt;/a&gt;, SVP, Finance and Business Development,&amp;nbsp;&lt;a href="https://www.ensemblehp.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Ensemble Health Partners&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/tom-seegmiller-cpa-ca/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Tom Seegmiller&lt;/strong&gt;&lt;/a&gt;, CFO,&amp;nbsp;&lt;a href="https://texadasoftware.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Texada Software&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/janellegorman/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Janelle Gorman&lt;/strong&gt;&lt;/a&gt;, CFO,&amp;nbsp;&lt;a href="https://york.ie/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;York IE&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/troy-r-anderson/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Troy Anderson&lt;/strong&gt;&lt;/a&gt;, CFO,&amp;nbsp;&lt;a href="https://www.kellyservices.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Kelly&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/dave-helmer-1641747/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Dave Helmer&lt;/strong&gt;&lt;/a&gt;,&amp;nbsp;&lt;a href="https://www.ey.com/en_us" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;EY&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;Global Tax and Finance Operate Leader&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/craig-schiff-bpm/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Craig Schiff&lt;/strong&gt;&lt;/a&gt;, CEO,&amp;nbsp;&lt;a href="https://www.bpmpartners.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;BPM Partners&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/igorstelea/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Igor Stelea&lt;/strong&gt;&lt;/a&gt;, Former Director,&amp;nbsp;&lt;a href="https://www.cfgi.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;CFGI&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/sharpbrandon1/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Brandon Sharp&lt;/strong&gt;&lt;/a&gt;, Chief Information Officer,&amp;nbsp;&lt;a href="https://www.brookfieldresidential.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Brookfield Residential&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/nick-mckeehan-a120851/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Nick McKeehan&lt;/strong&gt;&lt;/a&gt;, Managing Director, CFO Solutions,&amp;nbsp;&lt;a href="https://www.protiviti.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Protiviti&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/charliexwliu/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Charlie X.W. Liu&lt;/strong&gt;&lt;/a&gt;, Chief Happiness Officer,&amp;nbsp;&lt;a href="https://meetmcc.co/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;MCC&lt;/strong&gt;&lt;/a&gt;&amp;nbsp;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/peteremerling/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Peter Emerling&lt;/strong&gt;&lt;/a&gt;, Director, Digital Transformation Practice,&amp;nbsp;&lt;a href="https://www.citrincooperman.com/" target="_blank" style="color: rgb(0, 82, 88); background-color: transparent;"&gt;&lt;strong&gt;Citrin Cooperman&lt;/strong&gt;&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;For CFO insights, episode show notes and exclusive blog content, visit&amp;nbsp;&lt;a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;"&gt;thecfoshowpodcast.com&lt;/a&gt;.&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;/p&gt;</description>

What separates good finance teams from great ones? In this special episode, host Melissa Howatson brings together insights from more than 20 finance leaders to answer one deceptively simple question: What is the hallmark of a mature finance team? A...

The Hallmarks of a Modern, Mature Finance Team 

Financial consolidation has long been treated as a “back-office necessity,” but in today’s complex, data-dense businesses, it’s becoming a strategic engine.&nbsp; <a href="https://linkedin.com/in/craig-schiff-bpm" target="_blank" style="color: rgb(70, 120, 134);">Craig Schiff</a>, Founder and CEO of <a href="https://www.bpmpartners.com/" target="_blank" style="color: rgb(70, 120, 134);">BPM Partners</a> joins Melissa to unpack the evolution of consolidation, why it’s resurging in importance, and how AI is reshaping both FP&amp;A and controllership.&nbsp; Craig shares what companies are getting wrong, why consolidation and planning belong together and the trends he’s seeing as organizations move from legacy systems, Excel-heavy processes and fragmented tools toward unified performance management.&nbsp; He also explains the critical connection between actuals, planning accuracy and strategic speed, and why more CFOs now lead with consolidation at the center of their data strategy.&nbsp;&nbsp; Discussed in This Episode: &nbsp;<ul><li>Critical features of modern financial close and consolidation software&nbsp;</li><li>Building a unified finance tech stack&nbsp;</li><li>AI in performance management: What CFOs need to know&nbsp;</li><li>The future of close and consolidation</li></ul> For CFO insights, episode show notes and exclusive blog content, visit&nbsp;<a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;">thecfoshowpodcast.com</a>.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

<description>&lt;p&gt;Financial consolidation has long been treated as a “back-office necessity,” but in today’s complex, data-dense businesses, it’s becoming a strategic engine.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://linkedin.com/in/craig-schiff-bpm" target="_blank" style="color: rgb(70, 120, 134);"&gt;Craig Schiff&lt;/a&gt;, Founder and CEO of &lt;a href="https://www.bpmpartners.com/" target="_blank" style="color: rgb(70, 120, 134);"&gt;BPM Partners&lt;/a&gt; joins Melissa to unpack the evolution of consolidation, why it’s resurging in importance&lt;span style="color: rgb(209, 52, 56);"&gt;,&lt;/span&gt; and how AI is reshaping both FP&amp;amp;A and controllership.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Craig shares what companies are getting wrong, why consolidation and planning belong together and the trends he’s seeing as organizations move from legacy systems, Excel-heavy processes and fragmented tools toward unified performance management.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;He also explains the critical connection between actuals, planning accuracy and strategic speed, and why more CFOs now lead with consolidation at the center of their data strategy.&amp;nbsp;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Discussed in This Episode:&lt;/strong&gt; &amp;nbsp;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Critical features of modern financial close and consolidation software&amp;nbsp;&lt;/li&gt;&lt;li&gt;Building a unified finance tech stack&amp;nbsp;&lt;/li&gt;&lt;li&gt;AI in performance management: What CFOs need to know&amp;nbsp;&lt;/li&gt;&lt;li&gt;The future of close and consolidation&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;For CFO insights, episode show notes and exclusive blog content, visit&amp;nbsp;&lt;a href="https://thecfoshowpodcast.com/" target="_blank" style="color: blue;"&gt;thecfoshowpodcast.com&lt;/a&gt;.&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;/p&gt;</description>

Financial consolidation has long been treated as a “back-office necessity,” but in today’s complex, data-dense businesses, it’s becoming a strategic engine. Craig Schiff, Founder and CEO of BPM Partners joins Melissa to unpack the evolution of cons...

Beyond the Close: How Financial Consolidation Creates Strategic Advantage 

With today's increasingly challenging business conditions, finance leaders are taking on more responsibilities and facing more change than ever.    Join Vena’s CFO <a href="https://www.linkedin.com/in/melissahowatson/" target="_blank" rel="noreferrer noopener">Melissa Howatson</a> for The CFO Show, a biweekly podcast featuring interviews with forward-thinking finance and business leaders.  Get timely commentary on today’s biggest issues in business, hear from finance leaders on how their work is transforming their organizations and get practical advice for ushering your finance team into the future.    The CFO Show isn’t just a podcast; it’s your forecast for the future of finance.
 
<a href="https://thecfoshowpodcast.com/" target="_blank" rel="noreferrer noopener">thecfoshowpodcast.com</a>

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