CFO Leadership Live

Where we dive into topics affecting finance leaders today.
Every quarter, our panelists and moderator discuss everything from talent and automation to company culture and business growth in Dallas, Texas.
CFO leadership live attendees
Our live events feature a panel of top industry professionals, moderated by Megan Weis, VP & General Manager, FAO Services at Personiv. We kick off each event with a buffet lunch at noon, followed by our panel discussion from 12:30–1:30 p.m. Afterward, there will be an opportunity for questions from the audience and further networking until 2 p.m. We look forward to you joining us at one of our events. Scroll down for our full schedule below
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11:30 AM–12 PM


12–12:30 PM

Discussion Panel

12:30–1:30 PM


1:30–2:00 PM

About the Moderator

Megan Weis

VP & General Manager FAO Services, Personiv
Host, CFO Weekly Podcast

Megan manages the world-class Finance & Accounting Outsourcing (FAO) offering at Personiv and is the host of the podcast, CFO Weekly, winner of the Gold Stevie for “Best Business Podcast” at the 2020 International Business Awards. 

She combines over 20 years of finance and accounting experience with business processing outsourcing expertise to deliver exceptional value to her clients. Prior to joining Personiv, Megan was VP of Business Process Services at Everest Group, where she specialized in FAO and consulting with large global outsourcing providers to create best-in-class FAO services. Megan holds a Bachelor of Business Administration degree in Accounting from Kent State University as well as an MBA from Duke University’s Fuqua School of Business.

Join the Conversation

Lunch & Learn with Dallas-Area CFOs

For more than a year, we have been hosting informative and insightful panel-led events where CFOs, Controllers and other finance leaders can network, ask the hard questions and learn together. 

Past panelists include Vanessa Ashlock, VP of Finance & Accounting for Mede Analytics, Steven Nutt, EVP & CFO of Community National Bank & Trust of Texas, Stacy Repult, CFO of FelxXray and many more. We’ve covered everything from the CFO’s top challenges and growing in tough times to using automation and talent to be successful in today’s market. 

Join us as we meet other Dallas-area leaders, share a meal, and learn new strategies together.

Upcoming Events

Click below to find out more information and register for each event.

Stay tuned for a new date this fall.


With outsourcing, operational excellence, efficiency, and sustainable growth aren’t just aspirations — they’re achievable goals. Embrace this game-changing approach to accounting, and see the results.

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