FinFactor: Expert Insights for the CFO
Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO.
Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand experiences from the front lines of ERP implementations, strategic planning, data management, and financial operations.
Whether you're a CFO in a mid-market company or a fractional CFO, FinFactor offers practical insights, lessons learned, and emerging trends to help you lead with clarity and confidence in today’s dynamic business environment.
FinFactor is Produced by Dryrun: Forecasting Software for the Office of the CFO
Learn more at https://dryrun.com
Episodes
37 episodes
M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It
In this episode of FinFactor, host Blaine Bertsch sits down with 35-year CPA and M&A expert Holli Moeini to uncover the "crime scenes" that destroy deal value for mid-market companies. While many CEOs focus solely on revenue, Holli explains...
Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce
The office of the CFO is standing at the precipice of a "Great Transition." As AI and humanoid robotics evolve at light speed, the traditional metrics for capital allocation are being rewritten. In this episode of FinFactor, host Blaine Bertsch...
Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects
If you’re a CFO in a growing mid-market business, the real cost of “good enough” IT shows up fast: redundant software (shadow IT), unmanaged vendor renewals, expensive surprises, and tech projects that drift into scope creep and blown budgets.&...
Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality
In this episode of FinFactor, Blaine Bertsch sits down with Abhijit Verekar, founder of Avero Advisors, to unpack one of the biggest misconceptions in today’s tech landscape: that public agencies and large organizations can simply “buy AI” and ...
How Modern ERPs Fix Manufacturing Chaos: COGS, Tariffs, Excel Failures & AI Transformation
In this episode of FinFactor, Blaine Bertsch sits down with Jim Harris of Western Computer to uncover the biggest operational and financial challenges facing manufacturers and importers today—especially those still relying on outdated ERPs and ...
The Hidden 25%: How CFOs Can Reclaim Massive Savings in Employer Healthcare Costs
In this episode of FinFactor, Blaine Bertsch sits down with Donovan Pyle of Health Compass Consulting to expose one of the largest hidden opportunities on the corporate P&L—wasted healthcare spend. Donovan explains how up to 25% of employer...
Behind the Scenes of CEO–CFO Alignment, How Strong Finance Partnerships Drive Growth: Dusty Gulleson
In this episode of FinFactor, Blaine Bertsch sits down with CEO Dusty Gulleson of eResources to unpack what truly makes the relationship between the CEO and the finance team work. Dusty shares firsthand insights from decades of leading and grow...
Who’s Buying and What They’re Really Looking For: Inside Today’s M&A Landscape with Rafael Pinho
In this episode of FinFactor, Blaine Bertsch talks with Rafael Pinho of TD Pine Advisors about the modern M&A landscape and what different types of buyers—private equity, strategic, family offices, and search funds—are really looking for in...
Azat Ospanov | Is the Best ERP the One You Already Have? CFO Insights on Smart Tech Decisions
When is the right time to replace your ERP—and when is the smarter move to optimize what you already have? In this episode of FinFactor, Blaine Bertsch (CEO of Dryrun Cash Flow Forecasting Software) sits down with Azat Ospanov, founder...
Mastering the 13-Week Cashflow Forecast: CFO Insights with Ken Lacroix
In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies...
Sell-Side M&A Readiness: Clean Financials, Better Valuations: Jarome McKenzie
Blaine Bertsch welcomes Jarome McKenzie, fractional CFO and founder of Arrowhead Strategy Group, to break down how clean, investor-ready financials can make or break a sell-side M&A deal. Jarome shares real stories—including a seller who im...
Unlocking ESOP Success: Employee Ownership, Business Growth & Legacy Planning
In this episode of FinFactor, Blaine Bertsch sits down with Matt Middendorp to break down the world of Employee Stock Ownership Plans (ESOPs). They explore how ESOPs impact company valuation, employee engagement, and long-term business legacy, ...
The Expanding Role of the Modern CFO with Paul Barnhurst | AI, Strategy & Financial Leadership
In this episode of FinFactor, host Blaine Bertsch sits down with Paul Barnhurst to dive into the rapidly expanding role of the CFO. Once defined by financial analysis, cash flow management, and forecasting, today’s CFO is now a strategic operat...
The Hidden Costs and Mistakes to Avoid When Choosing an ERP System | FinFactor with Bob Light
In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to uncover the biggest mistakes companies make when selecting and implementing an ERP system. ERP software decisions can make or break a business—yet too often, leaders rush ...
Mastering Multi-Entity Accounting and Consolidation | FinFactor with Ben Taylor, CEO of SoftLedger
In this episode of FinFactor, Blaine Bertsch sits down with Ben Taylor, CEO of SoftLedger, to explore one of the biggest challenges facing finance leaders today—multi-entity accounting. As businesses scale and expand across multiple subsidiarie...
Navigating Data Challenges in Finance with Scott Hollrah | ERP Integration, Automation & Data Governance
Navigating Data Challenges in Finance with Scott Hollrah | ERP Integration, Automation & Data GovernanceIn this episode of FinFactor, Blaine Bertsch sits down with Scott Hollrah, CEO of Venn Technology, to tackle one of the toughest ...
The Power of Clean Financial Data for Smarter Decisions | FinFactor with Greg McDonough of Blackburn Capital
In this episode of FinFactor, Blaine Bertsch welcomes Greg McDonough, Managing Partner at Blackburn Capital and seasoned financial coach, to discuss why clean, consistent financial data is the cornerstone of smarter business decisions and long-...
Modernizing Lease Management and Compliance | FinFactor with Greg Kautz on ASC 842, IFRS 16, and CFO Best Practices
In this episode of FinFactor, Blaine Bertsch sits down with Greg Kautz, a recognized expert in lease accounting, to break down the complexities of modern lease management and evolving regulatory compliance. With accounting standards like ASC 84...
FX, AI, and the Future of Payments | FinFactor with Adam Katz on Fintech, Blockchain, and CFO Strategy
In this episode of FinFactor, Blaine Bertsch welcomes Adam Katz for an in-depth conversation about the rapidly changing world of foreign exchange (FX), B2B payments, and the fintech revolution. CFOs today face mounting challenges in payment pro...
Mike Shum on Navigating the Debt Landscape
In this episode of FinFactor, Blaine Bertsch and Mike Shum dive into the evolving world of private credit and debt financing, shedding light on the challenges businesses face in securing debt and managing financial data. They explore the critic...
Morgan Hines on Unlocking Cost Savings in Corporate Travel
In this episode of FinFactor, Blaine sits down with Morgan Hines to explore the significant impact of travel expenses on small and medium-sized businesses. They dive into the hidden costs of corporate travel management, from human error in book...
Navigating the ERP Journey with Sam Gupta
In this episode of FinFactor, Blaine Bertsch and Sam Gupta dive deep into the intricacies of ERP implementation, a transformative journey that requires meticulous planning, stakeholder engagement, and strategic alignment. They discuss the pivot...
Don’t End up in A.I Hell with Usman Mahmood
Join Blaine Bertsch and Usman Mahmood as they dive into the essential groundwork for harnessing AI in business. This episode of FinFactor uncovers why a solid data structure and organizational data maturity are critical before adopting AI techn...
The Key to Successful Fundraising with Jonathon Angell
In this engaging episode of FinFactor, Blaine Bertsch sits down with Jonathon Angell to unpack the world of innovative strategies for fundraising and financing in business. They explore diverse financing options, the impact of partnerships, and...
The Evolving Role of IT Specialists with Keith Daser
In this conversation, Blaine Bertsch and Keith Daser discuss the complexities and challenges that mid-market businesses face when integrating technology solutions. They explore the importance of engaging IT consulting professionals at the right...