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
25 episodes
Paul Barnhurst on the Expanding Role of the CFO
In this episode, Blaine Bertsch sits down with Paul Barnhurst to explore the expanding role of today’s CFO, who must now navigate not just finance but operations, technology, and strategy. They dive into how AI and automation are tr...
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Season 1
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Episode 25
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24:22
Avoiding Common ERP Pitfalls with Bob Light
In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to unpack the challenges of implementing financial software systems. They explore why understanding internal processes and pain points is critical before selecting a system, ...
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Season 1
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Episode 24
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29:09
Ben Taylor on Mastering Multi-Entity Accounting
In this episode of FinFactor, Blaine Bertsch sits down with Ben Taylor, CEO of SoftLedger, to explore the growing complexities of accounting in multi-entity organizations. Ben unpacks the operational and financial challenges that surface as bus...
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Season 1
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Episode 23
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23:43
Scott Hollrah on Navigating Data Challenges in Finance
In this episode of FinFactor, Blaine Bertsch speaks with Scott Hollrah, CEO of Venn Technology, about the often-overlooked challenges finance teams face when working with fragmented data across ERPs, CRMs, and other systems. Scott shares real-w...
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Season 1
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Episode 22
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27:15
Greg McDonough on Turning Data into Better Business Decisions
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 smart business decisions. Greg share...
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Season 1
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Episode 21
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23:03
Modernizing Lease Management with Greg Kautz
In this episode of FinFactor, Blaine Bertsch is joined by lease accounting expert Greg Kautz to dive into the evolving landscape of lease management. They unpack the growing complexities introduced by new accounting standards, the ongo...
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Season 1
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Episode 20
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17:57
FX, AI & the Payment Revolution with Adam Katz
In this episode of FinFactor, Blaine Bertsch is joined by Adam Katz for a deep dive into the world of foreign exchange and B2B payments. They explore the payment challenges that CFOs face—from hidden FX fees and inefficiencies to the importance...
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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
Unlocking ERP Potential with Gene Hammons
In this episode of FinFactor, Blaine Bertsch and Gene Hammons discuss selecting and implementing the right ERP system. They cover the crucial roles of training, change management, and internal team engagement for successful implementation. They...
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Season 1
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Episode 5
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51:32
The Financial Gap with Mike Milan
In this episode of FinFactor, Blaine Bertsch and Mike Milan discuss the concept of “the financial gap” and its impact on businesses. They explore the challenges of managing inventory, the importance of optimizing inventory levels, the financial...
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Season 1
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Episode 4
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43:47
Cash Flow: The Myths and Flaws in Conventional Strategies with David Safeer
In this conversation, Blaine Bertsch and David Safeer discuss the myths and flaws in conventional cash flow strategies and emphasize the value of a holistic approach to cash flow management. They highlight the need for accountants and bookkeepe...
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Season 1
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Episode 3
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54:02
From Accountant to Fractional CFO with Amanda Mallmes
In this episode of FinFactor, Blaine Bertsch chats with Amanda Mallmes of Mallmes Consulting, a firm specializing in fractional CFO services. They explore the journey from accountant to fractional CFO, and the impact CFOs have on businesses. Th...
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Season 1
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Episode 2
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41:28
Finance Transformation with Greg Kautz
In this episode of FinFactor, host Blaine Bertsch engages in an enlightening conversation with Greg Kautz, CEO of Black Owl Systems, about finance transformation and the significant impact of digital evolution on financial systems post-COVID.&n...
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Season 1
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Episode 1
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34:22