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
30 episodes
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...
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Season 1
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Episode 30
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25:16
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...
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Season 1
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Episode 29
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34:35
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...
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Season 1
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Episode 27
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25:12
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...
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Season 1
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Episode 28
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47:22
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, ...
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Season 1
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Episode 26
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24:51
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...
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Season 1
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Episode 25
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24:22
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 ...
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Season 1
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Episode 24
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29:09
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...
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Season 1
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Episode 23
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23:43
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 ...
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Season 1
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Episode 22
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27:15
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-...
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Season 1
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Episode 21
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23:03
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...
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Season 1
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Episode 20
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17:57
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...
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Season 1
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Episode 19
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25:08
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...
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Season 1
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Episode 18
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23:42
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...
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Season 1
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Episode 17
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24:09
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...
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Season 1
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Episode 16
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33:46
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...
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Season 1
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Episode 15
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33:25
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...
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Season 1
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Episode 14
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43:59
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...
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Season 1
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Episode 13
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34:20
Marketing Strategies for CPA Firms with Apoorv Dwivedi
In this conversation, Blaine Bertsch interviews Apoorv Dwivedi of fixer.com about marketing strategies for CPA firms. Apoorv specializes in marketing for small and mid-sized accounting firms and helps them improve their lead-generation efforts....
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Season 1
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Episode 12
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25:36
Innovative Financing Solutions for Small Businesses with Jennifer Warawa
In this conversation, Blaine Bertsch and Jennifer Warawa discuss innovative financing solutions for small businesses, particularly focusing on payment options available to clients of accounting firms. They explore the differences in market appr...
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Season 1
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Episode 11
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19:50
The Benefits of Custom Automation with Wesly Hartman
Wesley Hartman, founder of Automata Practice Development, discusses the implementation of automation in CPA firms. He explains that his company builds custom automation specific to accounting firms, focusing on areas such as client onboarding, ...
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Season 1
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Episode 10
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39:53
Go-to-Market Strategies for CPA Firms with Michael Haynes
In this episode of FinFactor, Blaine Bertsch interviews Michael Haynes, a business growth expert, about helping CPA firms grow. They discuss the importance of understanding how clients buy accounting services and the need for a go-to-market str...
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Season 1
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Episode 9
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37:59
Bringing Simplicity to Financial Reporting with Ed Patton
Ed Patton from PattonTrendr discusses the five elements of financial fundamentals that businesses need to understand: cash flow, operating earnings, financial strength, value, and borrowing capacity. He emphasizes the importance of having visib...
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Season 1
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Episode 8
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39:26
Business Valuation - An Art and a Science with Jonathan Lacasse
In this Episode of FinFactor, Blaine Bertsch, CEO of Dryrun interviews Jonathan Lacasse of Lacasse Advisory Services about the world of mergers and acquisitions (M&A). They discuss the challenges and opportunities in the current market, the...
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Season 1
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Episode 7
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40:13
FP&A: From the Basics to Strategic Influence with Christian Wittig
In this episode of FinFactor, host Blaine Bertsch sits down with FP&A expert Christian Wattig to explore the evolution from basic Financial Planning and Analysis (FP&A) to a strategic role that influences corporate strategy. They dive i...
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Season 1
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Episode 6
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35:27