On the latest episode of CFO Weekly, Dan Wheadon, Partner and Advisory Leader, joined host Megan Weis to discuss how finance modernization helps unlock a company's potential by transforming the finance function into a driver of performance, insight and innovation. He shares the challenges finance officers now face as data stewards, along with a practical, three-step plan for middle-market CFOs preparing to drive growth and continuous improvement.

Tune in to learn more about:

  • Why the finance function must move from back-office reporting to forward-looking strategic decision support
  • The “Fix the Close, Build FP&A, then Fix the Problems” three-step plan
  • Ways to balance digital transformation with practicality
  • How to build a continuous improvement culture by converging financial and technological skills
  • The future of the CFO role as it evolves to support and execute strategic decisions

Connect With Us

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Past Episodes

Cherry Bekaert Industrial Manufacturing Podcast thumbnail

Podcast

April 17, 2026

22:15

Speakers: Nelson C. Yates II, Luis R. Reyes

Learn how IEEPA tariffs impact industrial manufacturing, including refund eligibility, financial reporting, and strategies to manage ongoing tariff risks.

Tax Beat Podcast thumbnail

Podcast

January 20, 2026

28:06

Speakers: Brooks E. Nelson, Sarah McGregor, Nelson C. Yates II

Learn how middle-market CFOs can navigate international tax, transfer pricing, and global compliance to manage risk and support growth in 2026.