CFO Pulse Report: Insights on AI, Talent, and Resilience with Megan Weis and Jack McCullough

CFO Weekly

In this special episode of CFO Weekly, we turn the tables as Jack McCullough, Founder and President of the CFO Leadership Council, interviews Megan Weis about Personiv's 2025 CFO Pulse Report. Megan brings extensive experience in finance and accounting outsourcing, having started her career as a CPA at Deloitte & Touche before transitioning through roles at BP, Accenture, and Everest Group. She earned her MBA from Duke University and joined Personiv in 2017 to help launch their finance and accounting services division.

With her deep background in the evolution of finance operations and talent management, Megan shares insights from the comprehensive survey of 253 finance and accounting leaders across more than 20 industries. Currently serving as a key leader at Personiv, Megan oversees the development of strategic insights that help CFOs navigate the most significant talent shortage in the profession's history while adapting to technological transformation.

What You'll Learn:

• Why the accounting talent shortage has reached critical levels with 150% year-over-year increase in open roles
• How CFOs are integrating AI, automation, and outsourcing as core strategies beyond temporary fixes
• The evolution of the CFO role into "Chief Everything Officer" with expanded cross-functional responsibilities
• Strategies for attracting and retaining Gen Z talent through purpose-driven work and technological fluency
• How modern finance teams are structured with hybrid onshore, nearshore, and offshore models
• The critical factors driving CFO confidence and strategic outlook in uncertain economic times

Learn more about Megan:

• Megan Weis on LinkedIn
• CFO Weekly Podcast
  
  

Learn more about Jack:

• Jack McCullough on LinkedIn
• CFO Leadership Council Website
• Secrets of Rockstar CFOs Podcast

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:

• Driving Value Beyond Finance with Tom McDermott
• Why CFOs Are the Chief Everything Officers with Claire Bramley
• Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
• NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
• What Lights You Up? with Jordan Grumet
• Become a Lean Six Sigma Master Black Belt with William Washington
  

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