ERP migration can make—or break—your finance function. From outdated systems to cloud-based solutions, the stakes are high, and the risks are real.

In this episode of The CFO Show, Melissa Howatson, CFO of Vena, sits down with Scott Jorgens, Sr. Director of Marketing and Strategic Partnerships at Endeavour Solutions. With more than 25 years of experience across finance, consulting, and technology, Scott shares how to plan and execute ERP migrations that deliver ROI.

They discuss the common pitfalls that derail projects, why change management is just as critical as technology, and how to ensure your data is ready to unlock automation, analytics and AI. Whether you’re just starting to evaluate systems or deep in implementation, this conversation is your guide to building ERP success.

Discussed in This Episode:

• The biggest triggers that signal it’s time for a new ERP system
• Data readiness: how to ensure clean, consistent, automation-ready data
• The underestimated cost of change management, and how to get it right
• Why “minimal viable product” ERP rollouts often fail
• How to align finance, IT, and operations around a shared ERP vision

For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

What does it take to lead a high-growth company through economic uncertainty, while still innovating for the future?

Larry Roseman, Chief Financial Officer of Thumbtack, joins us to explore the modern finance leader's role in balancing resilience, agility, and long-term value creation. With a career spanning investment banking, accounting, and tech, Larry shares how he's redefined capital allocation, empowered decision-making across teams, and built a finance organization that thrives on trust and flexibility.

Learn how to lead with clarity, empower innovation (without waste), and turn volatility into opportunity.

Discussed in This Episode:

• Why CFOs must shift from fixed annual planning to rolling investment cycles
• The power of decentralized decision-making in fast-moving companies
• How to empower teams with "envelope budgeting" and shared accountability
• Why flexibility and financial discipline must go hand-in-hand
• How to balance profitability and growth through portfolio-style capital planning
• Tactics for encouraging innovation without a near-term ROI

For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

Stepping into a PE-backed CFO role? You're not just signing up for financial reporting; you're stepping onto a burning platform.

Scott Engler, CEO & Co-founder of Sync Executive Partners, sits down to discuss what separates “A-player” CFOs from the rest in the high-stakes world of private equity.

Scott shares the mindset shifts, leadership capabilities, and stakeholder dynamics CFOs must master to drive transformation, align their teams, and quickly build investor confidence.

Whether you're already in a PE-backed seat or looking to make this career shift or leading finance elsewhere, this episode provides a framework to lead with confidence and clarity.

Discussed in This Episode:

• What makes a PE-backed CFO different from a public or VC-backed one
• The #1 mindset shift you need: ownership of all outcomes
• Why transformation, not just reporting, is now a CFO's responsibility
• How top CFOs drive performance, alignment and strategic clarity
• How to build credibility with stakeholders

For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.