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

Podcast Healthcare and Life Science

Podcast

September 25, 2026

31:10

Speakers: Adam Hunter, Carolyn Smith Driscoll

Learn how life sciences R&D tax credits apply to digital health, AI and SaMD, plus key pitfalls, qualifying costs, documentation and tax changes.

Technology Podcast thumbnail

Podcast

September 22, 2026

14:47

Speakers: Vivian Kohrs, Daniel Wheadon

Learn how technology R&D tax credits work, what activities qualify, which costs are eligible, and how technology companies can maximize tax benefits.

Podcast Healthcare and Life Science

Podcast

September 11, 2026

08:40

Speakers: Carolyn Smith Driscoll, Adam Hunter

Learn what qualifies for life sciences R&D tax credits, where companies miss opportunities, and how documentation can help support stronger claims.