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904 EpisodesProduced by Jack SweeneyWebsite

CFO THOUGHT LEADER brings you first hand accounts of CFOs who are driving change within their organizations.Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: Wha… read more

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February 22nd, 2024


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978: From Silicon Roots to Global Routes | Jeff Woolard, CFO, Velocity Global

February 28th, 2024


Looking back at his 26 years at Intel Corp., Jeff Woolard has more than a few moments of important discernment from which to choose when we ask for a …

977: Sales Success in Tech: Unlocking Rep Performance Insights | David Freeman, CFO, Starburst

February 25th, 2024


Joining Intel Corp. in 1999 as a recent college graduate, David Freeman began his finance career as part of the tech giant’s plus-size finance team …

Operating ON and IN The Business - A Planning Aces Episode

February 23rd, 2024


Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. …

976: A Troubleshooter's Guide to Financial Leadership | Craig Wert, CFO, Jobber

February 21st, 2024


Lessons from Craig Wert’s finance career reveal the power of adaptability, problem-solving skills, and the ability to seize opportunities in …

975: Turning the Tide at Beachbody | Marc Suidan, CFO, The Beachbody Company

February 18th, 2024


When PwC partner and relentless champion of shareholder value Marc Suidan stepped into the CFO office at The Beachbody Company in April 2022, …

Controllers Classified: Open AI's Controller on How AI Can Transform Accounting

February 16th, 2024


On this episode of Controllers Classified, Brex’s CAO Erik Zhou is joined by Sowmya Ranganathan, OpenAI’s Controller. The conversation begins with a …

974: Crafting Strategy in a Data-Driven World | Eric Jenny, CFO, SOCi

February 14th, 2024


It’s the type of story that we can’t resist repeating, and one that without question underscores Eric Jenny’s entrepreneurial spirit. Still, the entertainment value of his tale of zapping wasp nests with a homemade …

973: Cultivating Relationships and Spearheading Change | Alejandro Castro, CFO, ONX

February 11th, 2024


It was during a 9-year tenure at food giant ConAgra Brands that Alejandro Castro became involved in a companywide initiative that would forever …

972: Recalibrating Your Strategic Lens | Rachel Stack, CFO, Cologix, Inc

February 7th, 2024


Not unlike that of many of her CFO peers, Rachel Stack's journey toward becoming a CFO has been punctuated by pivotal transactions.

No single example of this turns out to have been more complicated or rich with …

971: Navigating Growth & Transformation | Sam Kemp, CFO, Built

February 4th, 2024


Looking back on his days with GoDaddy, Sam Kemp recalls a pivotal page in the domain registry giant’s strategic M&A playbook.

As he prepared to present to the executive team his analysis of a recent acquisition, he …

Controllers Classified: CAO Erik Zhou of Brex Speaks to CAO Angelina Hendraka of Redis.

February 2nd, 2024


On this episode of Controllers Classified, Brex’s CAO Erik Zhou is joined by Angelina Hendraka, the CAO at Redis. The conversation begins with a …

970: Growing in Good Company | Dennis Johnson, CFO, Qlik

January 31st, 2024


It’s an all-too-familiar tale among the ranks of senior finance executives: A private equity firm acquires a company, reshuffles the finance team, …

969: The Human Equation in Finance | Elizabeth Mann, CFO, Verisk

January 28th, 2024


Elizabeth Mann began her career as a mathematician in academia, spending a decade in the field. Her initial plan had been to become a professor, on a …

Projecting The Voice of Reason - A Planning Aces Episode

January 26th, 2024


This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through …

968: From the Investor’s Point of View | David Snyder, CFO, Coya Therapeutics

January 24th, 2024


It was the type of introduction that any MBA student would envy, and one at which David Snyder, 35 years later, still marvels.

Back in the late …

967: Leading with a Customer Mind-Set | Karen Walker, CFO, Sysdig

January 21st, 2024


Like many of her CFO peers, Karen Walker had an early career that was guided by abundant opportunities surrounding finance-driven decision-making within organizations.

It was a path that often led Walker to engage more …

Introducing Controllers Classified w/ Erik Zhou, CAO, Brex | Guest: Franklin Templeton CAO Lindsey Oshita

January 19th, 2024


This Episode is CFOTL Special Supplement. 

Franklin Templeton Chief Accounting Officer Lindsey Oshita expains how challenges faced during an ERP …

966: The Billionaire's Apprentice | Michael Perica, CFO, Rimini Street

January 17th, 2024


CFO Michael Perica’s career journey began with an opportunity to work as a junior analyst for a national capital markets firm, where he would find …

965: Removing Complexity for Strategic Success | Emma Brown, CFO, Medius

January 14th, 2024


For Emma Brown, it was as though she had just removed the sword from the fabled stone, a moment that would challenge the inclination to persistently …

964: Leveraging AI to Achieve Durable Growth | Luigi Testa, CFO, LinkSquares

January 10th, 2024


Four years ago, when Luigi Testa first joined LinkSquares as CFO, the Boston-area tech firm employed roughly 40 people. Today, with nearly 400 employees, the company is concerned less with growth and more about …

963: How a Biotech Disrupter Is De-risking R&D | Jamey Mock, CFO, Moderna

January 7th, 2024


It's no secret that Moderna's R&D efforts have expanded well beyond the realm of COVID-19. CFO Jamey Mock tells us that today the company has more than 40 drugs in its pipeline, with targets such as respiratory, …

962: Stay Calm And Carry On | Brandon Nussey, CFO, Coveo

January 3rd, 2024


More than any other human quality or characteristic, Brandon Nussey is known for his calm demeanor—or so Coveo’s finance leader tells us near the end of our discussion.

It’s an observation that we’re not about to …

Seeding Organizational Ownership - A Planning Aces Episode

December 31st, 2023


Planning Aces Hosts Brett Knowles and Jack Sweeney discuss how AI's integration into FP&A is still in early stages, with many teams 'dabbling' in …

Bonus Replay: Your Company’s Value Proposition | James Moylan, CFO, Ciena

December 27th, 2023


Jim Moylan is perhaps our first CFO guest to list the leasing of oil rigs as one of the experiences that best prepared him for a CFO role. Of course, …

Bonus Replay: Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr

December 24th, 2023


When Jason Quinn landed in Europe back in 2008, he was the youngest of five American expats being deployed by digital disrupter SMB printer …

961: Finding Healthier Alternatives and Profits | Greg Robbins, CFO, Odyssey Wellness

December 20th, 2023


Greg Robbins began his career inside the realm of Big Six accounting houses, an experience that he tells us laid the foundation for a career in financial operations and strategy. However, he credits much of his …

960: Understanding What Opportunity Looks Like | Christine Chambers, CFO, PetMeds

December 17th, 2023


Our discussion with Christine Chambers has been going on for only a little more than 5 minutes when she tells us that she remembers sitting on the steps of a London flat years ago while contemplating life’s many twists …

959: A CFO Role as Broad as Space Is Wide | Mark Seidel, CFO, True Anomaly

December 13th, 2023


If Mark Seidel had told us that he had spent many of his high school evenings peering through a telescope at the stars, we would have likely believed …

958: Entering the Home Fitness Connection Lane | Aina Konold, CFO, BowFlex

December 10th, 2023


Among the industries on which the pandemic was most known to have afflicted an extra helping of earnings chaos, most business analysts agree that the home fitness market is perhaps most deserving of special mention.

957: Mission-Centric Finance: MDA's Transformation Story | Michael Kennedy, CFO, Muscular Dystrophy Association

December 6th, 2023


When Michael Kennedy first stepped into the CFO office at the Muscular Dystrophy Association (MDA) in 2018, he was surprised to learn that the …

956: The Underpinnings of Operational Growth | Zhi Li, CFO,

December 3rd, 2023


  • CFO Zhi Li's Career Background: Zhi Li's professional life begin at Bell Canada, where he was involved in operational finance within the Wireless …

FP&A: The Silo Buster - A Planning Aces Episode

December 1st, 2023

  • Insights from Planning Aces:

    • CFO Lauren StClair talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of …

955: When It’s Time to Raise Your Hand | Lauren StClair, CFO, NerdWallet

November 29th, 2023


It was back in 2016 when Lauren St. Clair realized that it was time to raise her hand.

Online marketplace giant eBay had just completed a deal to acquire the Spanish online ticket platform Ticketbis, and St. Clair, a …

954: The Job Became His For the Asking | Peter Benevides, CFO, Olo

November 26th, 2023


When Peter Benevides joined Olo back in 2015, the provider of restaurant technology's CFO office was vacant—as it would remain for the next 4 years, …

BONUS REPLAY: Armed and Sheltered From the Storm | Tom Fennimore, CFO, Luminar Technologies

November 24th, 2023


The Goldman Sachs “anti-raid” team was between conference calls with an embattled client company when word came that a senior member of the target …

952: Solving the Almond World's People Equation | Mark Lampe, CFO, Monte Vista Farming Co.

November 19th, 2023


  • The episode features Mark Lampe, CFO of Monte Vista Farming Co., discussing the significance of understanding labor and its impact on business …

950: Championing the Customer Transformation | Mark McCaffrey, CFO, GoDaddy

November 12th, 2023


When 21-year PwC veteran Mark McCaffrey decided that it was time to open his post-PwC career, he briefed the firm’s U.S leadership about his plans, diligently outlined 24 months of departure prep, and set aside an extra …

949: Achieving a Learning Mind-Set | Davinder Athwal, CFO, Phenom

November 8th, 2023


Phenom CFO Davinder Athwal tells us that he has a personal connection to his company’s mission. Near the beginning of our talk, he shares a touching story about his father, a highly skilled individual who struggled to …

948: Anticipating the Talent Headwinds | Christopher Crawley, CFO, Hofman Hospitality Group

November 5th, 2023


  • The podcast episode features CFO Christopher Crawley of Hoffman Hospitality Group, discussing challenges related to managing labor in the restaurant …

947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore

November 1st, 2023


  1. The Three Phases of Teresa Chia’s Career: Teresa Chia’s journey to becoming a CFO is divided into three distinct phases. The first saw her honing …

946: All of the Influence at Your Command | Natalie Laackman, CFO, Medspeed

October 29th, 2023


For corporate finance executives, few professional experiences are as adeptly converted into social currency as those manifested inside the realm of mergers and acquisitions (M&A).

It seems that regardless of …

How Planning Aces Are Made - A Planning Aces Episode

October 27th, 2023


This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bowse, and CFO Jason Leet of Zylo.

Imagine if the three finance leaders were to meet …

945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium

October 25th, 2023


  • Doug Lindroth discusses the changing landscape of software company valuation, emphasizing the need for balanced growth, operational efficiency, free …

944: Building Your Network | Ana M. Chadwick, CFO, Pitney Bowes

October 22nd, 2023


  • Ana Chadwick discusses her career journey and how her network of people from her early days on forward played a crucial role in her success.
  • She …

943: Finding The Path Forward | Donald McClure, CFO, Identity Digital

October 18th, 2023


Back in 2017, Donald McClure had only recently been appointed vice president of FP&A at Brinks Home Security when the company’s CFO at the time decided that it was the right time for retirement.

Unbeknownst to …

942: Building a Profitability Mindset | Sarah Spoja, CFO, Tipalti

October 15th, 2023


It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley …

941: Mobilizing Your Team | Melissa Howatson, CFO, Vena

October 11th, 2023


The corporate headquarters of Bend All Automotive may have been a mere 30-minute drive from KPMG’s offices in Waterloo, Ontario—but Melissa Howatson had to put in a 6-year career investment at the accounting house …

940: All the Moving Parts | Michael Linford, CFO, Affirm

October 8th, 2023


For those executives residing inside the private equity and investment banking realm that aspire to someday occupy the CFO office, it’s not uncommon …

939: Creating a Narrative for Growth | Ralph Leung, CFO, Achieve

October 4th, 2023


When Ralph Leung relocated to Hong Kong from Morgan Stanley’s New York offices, he was a newlywed eager to energize the financial world as one of the bank’s senior deal makers for the Asia Pacific region.

Four years …

938: The Art of the Possible | Jason Leet, CFO, Zylo

October 1st, 2023


Of the different acquisitions with which Jason Leet became involved at ExactTarget of Indianapolis, Indiana, there’s little question that the seventh …

How Finance Leaders Are Adapting Their Teams - A Planning Aces Episode

September 29th, 2023


Brett and Jack draw parallels between the challenges faced by our three featured Planning Aces as they seek to optimize the talent resources and processes in their different organizations.

The pressure to align strategy …

937: Driving Decisions That Have Conviction | Neha Krishnamohan, CFO, Kinnate Biopharma

September 27th, 2023


Roughly 20 years ago, Neha Krishnamohan arrived as a college freshman on Duke University’s Durham, N.C., campus, intent on pursuing a career that …

936: Where the Puck Is Headed | Michelle Hook, CFO, Portillo’s

September 24th, 2023


It was late 2020 when Michelle Hook ended 17 years of fruitful career-building at Domino’s to accept a CFO appointment at fast casual restaurant …

935: How People Became Finance's X-Factor | Derrek Gafford, CFO, TrueBlue

September 22nd, 2023


Not unlike that of many of his CFO peers, Derrek Gafford’s career path has been shaped in part by geography—specifically, by having its origins in a …

934: You’ll Figure It Out | Svai Sanford, CFO, Rani Therapeutics

September 20th, 2023


We are near the end of our discussion with CFO Svai Sanford when he permits us to unlock one last door to his past.

Unbeknownst to us, 20 minutes earlier, Sanford had handed us the key to its lock in the form of a short …

933: When Transparency Drives Profits | Charly Kevers, CFO, Carta

September 17th, 2023


When Charly Kevers took his mentor’s advice and swapped a corporate development role at Hewlett-Packard for a tour of duty as a director of HP’s …

932: The Finance Leadership Paradox | Jeff Coulter, CFO, Cognite

September 13th, 2023


Looking back, Jeff Coulter is not exactly certain how he landed a spot on a team tasked with designing and implementing the first-ever budgeting and …

931: Changing Swim Lanes | Jeff Laborde, CFO, JAGGAER

September 10th, 2023


The year was 2015, but for Jeff Laborde, a seasoned finance leader kicking off his second C-suite tour of duty, it seemed as though the conference room that he had just entered had transported him back to 2005—or was it …

930: Where Leaders Are Made | Tony Boor, CFO, Blackbaud

September 6th, 2023


While the leadership journeys of many of our CFO guests began on an upper floor of a glass-and-steel skyscraper affording a wide-angle view of a …

Holiday Replay: The People, the Mission & the Innovation | Evan Goldstein, CFO, Seismic

September 3rd, 2023


Evan Goldstein tells us that it was at the end of another long day—after a week of long days—as he was walking to the parking lot adjacent to …

929: Counting the Journey's Rewards | Marco Torrente, CFO, WebBeds

August 30th, 2023


Marco Torrente kicked off his finance career inside the Milan, Italy, offices of SC Johnson, the household cleaning products giant headquartered …

928: Strategy Between the Slices | Steven Cirulis, CFO, Potbelly

August 27th, 2023


Perhaps it would be fair to speculate that were it not for the changing dietary habits of Americans and surprise arrival of a global pandemic, Steven …

927: A Phone Call From One Who Mattered | Matt Gustke, CFO, WooCommerce

August 23rd, 2023


No matter how many phone calls Matt Gustke receives during the span of his finance career, none will likely be more memorable or important than one he received nearly 22 years ago.

At the time, Gustke, a research …

926: Distinguishing “The What” From “The How” | Dallas Clement, CFO & President, Cox Enterprises

August 20th, 2023


As listeners to our podcast well know, one of our favorite queries for finance executives who have had a lengthy tenure in one place is, “What kept you there?”

It may go without saying that something with the word …

925: A.I. and the Hands of Time | Scott Bennion, CFO, Paystand

August 16th, 2023


If Paystand CFO Scott Bennion were to break his three-decade-long finance career into different chapters, the software finance leader would likely …

924: Getting to "Yes" | Rob Goldenberg, CFO, 6sense

August 13th, 2023


Of all of the career experiences that Robert Goldenberg has acquired on his way to the CFO office, you would think that his stint with a bankrupt …

923: From Inside a Remote Address | Jim Caci, CFO, AvePoint

August 9th, 2023


The big-city addresses that frequently prettify the office locations of esteemed accounting houses have continued to be a reliable draw for …

922: The Lessons We Learn | Dev Ahuja, CFO, Novelis

August 6th, 2023


Among the learnings that Dev Ahuja has gleaned from his three-decade-long, globe-hopping finance career, perhaps none has delivered a more enduring …

921: The Work Comes First | Niki Heim, CFO, LogicSource

August 2nd, 2023


It’s perhaps no secret that this podcast can be rather rigid when it comes to our policy for welcoming guests: Invitations are reserved for CFOs and …

920: When Leadership Called | Erin Colgan, CFO, Sensei Bio

July 30th, 2023


For many professionals, the period stretching roughly from March 2020 to December 2022 will forever be known simply as “COVID,” as in “I changed jobs …

Impact of Organization Design on FP&A | A Planning Aces Episode

July 29th, 2023


This episode of Planning Aces features the FP&A insights and commentary of  CFO Dev Ahuja of Novelis, CFO Alex Triplett of Appfire and CFO Rick Rosenthal of Clara Analytics.

One of the key topics co host Brett …

919: Adopting a Broader View | Chris Kramer, CFO, Axonius

July 26th, 2023


Among the different career highlights that Chris Kramer shares with us, perhaps none is as memorable as what might be called his “Indiana Jones moment.”

Having distinguished himself as a “technical accountant” during …

918: A Uniform Beginning | Ken Bowles, CFO, WilsonHCG

July 23rd, 2023


Back in 2001, the new finance recruits roaming the corridors of General Electric Company prodded themselves along as they confronted the everyday challenges of orienting themselves inside GE’s hard-shell corporate …

917: Build Your Own Personal Balance Sheet | Joel Campbell, CFO, TreviPay

July 19th, 2023


While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the …

916: Maximizing M&A Speed to Value | Michael Cox, CFO, IRIS Software Group

July 16th, 2023


CFO Michael Cox says that it was near the end of 2022 when the IRIS Software Group began to realize that the guiding philosophy that had motivated and incentivized the UK-based software company to complete 30 …

915: Where Finance Always Comes First | David Parsons, CFO, Zuto

July 12th, 2023


When David Parsons tells us that he remains concerned about the whereabouts of his 20-something-year-old self, we realize that our talk with Zuto’s …

914: My Side of the Valley | Michael Bannon, CFO & President, Typeform

July 9th, 2023


When OpenAI, the creator of ChatGPT, recently announced that it would be opening its first office outside the U.S., few who were roaming the tech …

913: The Rewards of “Ruthless Transparency” | Jeff Noto, CFO, Zayo

July 5th, 2023


When Jeff Noto is asked to reflect back on his 35 years with Verizon, he tells us that his earliest years with the company were spent scoring quick returns on investments that Verizon had made inside its fledgling …

912: Designing Your Operating Profile | Sapna Kapur, CFO, Sensor Tower

July 2nd, 2023


Among global management consulting firms, Boston Consulting Group—long recognized as one of the world’s top three “strategy houses” (along with …

Staying Small While Growing Big - A Planning Aces Episode

June 30th, 2023


This episode our cohosts Brett Knowles and Jack Sweeney explore the insights and commentary from three finance leaders: CFO Michael Bannon of Typeform, CFO Chuck Fisher of Turo, and CFO Jeff Noto of Zayo. The episode …

911: Moving the Needle | Chuck Fisher, CFO, Turo

June 28th, 2023


The meeting that Chuck Fisher brings to our attention began not unlike hundreds, if not thousands, of other meetings that he has sat in on during his …

910: Getting in Close | Alex Triplett, CFO, Appfire

June 25th, 2023


When Alex Triplett is asked to explain where and how he began acquiring his operations knowledge, he tells us that his ops focus began to sharpen as …

909: Get It Done | Rex Jackson, CFO, ChargePoint

June 21st, 2023


We often like to ask our CFO guests if they remember the first time that they presented to a board of directors. For many, this happened earlier than you might expect—but few of our interviewees have exposed the …

908: Back to School | John Rex, Former CFO, Microsoft Corp. NA

June 18th, 2023


As John Rex tells it, when he first arrived inside the finance function at Microsoft Corp. in 2007, one executive greeted him with “Hey, welcome to Microsoft—if you’re still here a year from now, let’s reconnect.”

A …

ON LOCATION: IMA 2023 with IMA CEO Mike DePrisco

June 16th, 2023


  • Mike DePrisco is the new CEO of the IMA, taking over from Jeff Thompson who led the organization for nearly 15 years.
  • The IMA recently celebrated …

907: Leaning In to Operations | Rick Rosenthal, CFO, CLARA Analytics

June 14th, 2023


Rick Rosenthal had been working as an investment analyst at Bear Stearns for some 3 years when the bank became a casualty of the subprime mortgage crisis.

He remembers sitting in front of his Bloomberg terminal in March …

906: When Strategy and Profits Meet | Taryn Aronson, CFO, Tovala

June 11th, 2023


Back in 2011, the buzz surrounding the launch of Redbox’s Blu-ray disc rental business was getting increasingly dour.

For Taryn Aronson, who had been hired to help to execute the firm’s digital content strategy, the …

905: The Future CFO Among Us | Sruthi Lanka, CFO,

June 7th, 2023


Sruthi Lanka is clearly not the only CFO who began her professional career at blue chip investment house Goldman Sachs.

However, she may be one of …

904: Becoming a Catalyst for Growth | Dayton Kellenberger, CFO, Vendavo

June 4th, 2023


Even today, Dayton Kellenberger marvels at his good fortune in having landed inside the corporate finance department of The Coleman Company, Inc..

Of …

Leading Cross-Functional Teams - A Planning Aces Episode

June 1st, 2023


Are you tired of sitting through unproductive monthly meetings that turn into show-and-tell sessions? Do you want to shift your focus to key metrics that matter and move away from storytelling to a more data-driven …

903: Making the Data Matter | Ryan Lockwood, CFO,

May 31st, 2023


While April 2020 may forever bring to mind corporate corridors newly silenced by COVID 19’s arrival in the United States, CFO Ryan Lockwood will likely always remember it as the month when opportunity …

902: Finding Your Fire | Celeste Ackert, CFO, Fairmarkit

May 28th, 2023


Of all of the places future CFOs could have been employed in the late 1990s, the printing division of RR Donnelley might seem to have been among the …

901: The Welcome Box | Scott Healy, CFO, Fortera

May 24th, 2023


It’s perhaps appropriate that Scott Healy’s finance career began at an airport. With recently displayed boarding pass in hand, Healy thought that he was ready for takeoff—only to have his new boss board with a mystery …

900: The Rewards of Rulemaking | Alison Staloch, CFO, Fundrise

May 21st, 2023


While chief accountant for the SEC’s investment management division, Alison Staloch reports, she found herself being greeted by a degree of inclusive …

899: Democratizing Workforce Opportunities | Simone Nardi, CFO, Globalization Partners

May 17th, 2023


Gray-haired late-night fans may remember when David Letterman sought to ingratiate himself with his network’s new owner, General Electric Corp., by hand-delivering a bowl of fruit to GE’s executive brass.

Nearly 20 …

898: Making Finance Proactively Persuasive | Russell Lester, CFO, Versapay

May 14th, 2023


By the time Russell Lester landed inside Intuit’s department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities.

Back in the …

ON LOCATION Perform 23 with Planful CEO Grant Halloran

May 12th, 2023


For business leaders these days, a thoughtful response to customer queries concerning AI is indispensable. As CEO Planful Grant Halloran demonstrated …

897: Satisfying a Growth Appetite | Bobby Leibrock, CFO, Red Hat Software

May 10th, 2023


Last October, when it was announced that Bobby Leibrock would become the next CFO of IBM subsidiary Red Hat, finance team members no doubt understood …

896: When Context Trumps Playbooks | Aneal Vallurupalli, CFO, Airbase

May 7th, 2023


Back in 2010, when the flow of hiring by investment banks had been reduced to a meager trickle of new faces in the wake of the economic downturn, Aneal Vallurupalli walked through the doors of San Francisco’s Union …

895: Learning to Manage Upward | Paul Sheriff, CFO, NewDay

May 3rd, 2023


Back in 2006, when Paul Sheriff had only recently been named group financial director for a midsize banking business based in the United Kingdom, his …

894: The Opportunity That Everyone Must See | Julie Swinney, CFO, Zendesk

April 30th, 2023


By the time the general manager of Intel’s data center chipset business parted ways with the company, Julie Swinney had already advanced into one of …

893: Smart Mobility’s Fast Lane | Craig Conti, CFO, Verra Mobility

April 26th, 2023


Among the keepsakes that Craig Conti collected during the more than two decades of his finance career, the item to which he refers simply as “the …

892: Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr

April 23rd, 2023


When Jason Quinn landed in Europe back in 2008, he was the youngest of five American expats being deployed by digital disrupter SMB printer …

The Power of GPT in Planning - A Planning Aces Episode

April 21st, 2023


Planning Aces Guest Host Brett Knowles, an expert in FP&A and planning realm, suggests that GPT can be used as an extra member at the planning table, providing a catalyst for exploring ideas and expanding horizons. …

891: Climbing the Multi-Product Ladder | Jim Cox, CFO, Clearwater Analytics

April 19th, 2023


Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm's founder and CEO, …

890: Driving the Internet Sharetaker | Christopher Halpin, CFO, IAC

April 16th, 2023


In 2011, after Chris Halpin had rejoined his colleagues back at Providence Equity Partners’ New York offices at the completion of a 3-year stint in …

889: Whetting Wall Street’s Tech Appetite | Ben Chrnelich, CFO, Symphony

April 12th, 2023


When Ben Chrnelich tells us that the banking sector’s recent unrest is the third period of disruption that he’s “cycled through” during his finance career, we can’t help but wonder about the other two.

Of course, they …

888: Accelerating Inside the Controlled Growth Lane | Paolo Poma, CFO, Lamborghini

April 9th, 2023


Paolo Poma is uncertain how many times he met with bankers and investors during the first 6 months of 2009.

The steady string of phone calls and …

887: Enjoying Today's Journey | Galit Yaakobovitz, CFO, AmyriAD

April 5th, 2023


After Galit Yaakobovitz relocated from Israel to the United States back in the mid-2000s, there was little question that the move had given her …

886: When SaaS Became the Destination | Alka Tandan, CFO, Gainsight

April 2nd, 2023


One key takeaway from Gainsight CFO Alka Tandan’s career journey is the importance of being open to new opportunities and pivoting when necessary.

Tandan started in investment banking, transitioned to media, and then …

When Sales is at the Table - A Planning Aces Episode

March 31st, 2023


In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business …

885: Landing Your Career’s “Pivot Position” | Robert Mitchell, CFO, Zepz

March 29th, 2023


Robert Mitchell had been sizing up new venture opportunities for PayPal for roughly 3 years when the door to an operations role swung open.

Impressed …

884: Understanding Your Business Thesis | Betsy Ward, CFO, MassMutual

March 26th, 2023


Finance leader Betsy Ward wants you to know that she doesn’t have an itchy trigger finger—but she does have an inner trigger and knows when it’s been …

883: The Confidence That Only Experience Brings | Javier Echave, CFO, Heathrow

March 22nd, 2023


When Heathrow CFO Javier Echave tells us that one of his greatest career lessons was learned from being passed over for the airport’s CFO position, we wonder whether we misunderstood him.  

He continues: “It was then …

882: A Search for Answers | Brianna Gerber, CFO, ChromaDex

March 19th, 2023


When Brianna Gerber tells us that during earnings season at Mattel, Inc., she was once known as the investor relations person most likely to be “knocking on doors,” we can’t help but want to learn more about her IR tour …

881: One CFO's Career of Plenty | Keith Taylor, CFO, Equinix

March 15th, 2023


As our finance leader guests well know, we seldom hesitate to ask where they spent their career-building years.

Moreover, if we learn that a CFO spent more than 5 years with any one company, we’re apt to ask, “Why? …

880: When Success & Risk Are One | Teodora Gouneva, CFO, NEXT Insurance

March 12th, 2023


Teodora Gouneva was enjoying one of the more satisfying chapters of a 25-year finance career when she began hearing voices again.

She tells us that although for most of her work trajectory she had been able to ignore …

879: Where SaaS Roots Run Deep | Bas Brukx, CFO, Allego

March 8th, 2023


With regard to finance leaders who are counted among the ranks of today’s SaaS CFOs, it goes without saying that 20 years ago, most were somewhere other than at SaaS companies.

In fact, many of them have no doubt …

878: When the Path Rises to Meet You | Don Bassell, CFO, ARKO Corp. —

March 5th, 2023


As we have been interviewing CFOs from different industries, many finance leaders have told us that they had bracketed the CFO office as their …

877: One Career’s Transaction Milestones | Gary Zyla, CFO, AssetMark

March 1st, 2023


It was the type of CFO position that Gary Zyla probably would not have been able to find outside of Genworth Financial, a financial services company …

876: Exposing Where Business Value Resides | Jim Young, CFO, Coalition

February 26th, 2023


Looking back on their career-building years, few finance leaders ever forget the first time that they presented to a board of directors.

For many, the stares of the individual directors around the table remain locked in …

Planning's New Math: PLG + Product Usage - A Planning Aces Episode

February 24th, 2023


Featuring Special Guest Co Host Ben Murray

As more businesses track customer product usage ever more closely, finance leaders are busy fine tuning …

875: Connecting People and Processes | Eliran Glazer, CFO,

February 22nd, 2023


Eliran Glazer’s finance career journey began in the late 1990s at the Tel Aviv office of KPMG, where as a 20-something he spent 3 years auditing a …

874: Completing Your Visibility to Predictability Framework | Wailun Chan, CFO, Grafana Labs

February 19th, 2023


No matter how many chapters Wailun Chan’s finance career ultimately spans, the decade that he spent at LinkedIn will always stand out.

It perhaps …

873: Pages from a Silver Linings Playbook | Michael Kopelman, CFO, Meow Wolf

February 15th, 2023


Back in 2022, having decided to leave the entertainment business only 3 years after closing on its acquisition of Time Warner, AT&T announced plans to relinquish its ownership of the giant media company and merge it …

872: Opportunities Along the xP&A Frontier | Dan Fletcher, CFO, Planful

February 12th, 2023


During the early years of his finance career, Dan Fletcher was accustomed to being the executive from somewhere else.

When he first joined the asset management team at Allstate Investments, he was “the auditor from …

871: Keeping in Stride in a High-Pressure Economy | Jared Poff, CFO, Designer Brands

February 8th, 2023


One of the unspoken truths about interim CFO roles is that they sometimes don’t lead to an actual CFO role—a fact that has turned more than a few …

870: Amped Up at the Deep End | John McCauley, CFO, Calendly

February 5th, 2023


John McCauley is the first finance leader to tell us that his path to the CFO office began in a pool.

Back in high school, McCauley relates, he was a …

869: Sharpening the Customer Focus | Ravi Narula, CFO, FinancialForce

February 1st, 2023


Looking back, CFO Ravi Narula tells us that he wishes that he had become a “servant leader” sooner, as he references the familiar leadership tag …

868: Armed and Sheltered From the Storm | Tom Fennimore, CFO, Luminar Technologies

January 29th, 2023


The Goldman Sachs “anti-raid” team was between conference calls with an embattled client company when word came that a senior member of the target …

Why FP&A Designs the Questions - A Planning Aces Episode

January 27th, 2023


It’s no secret, professionals from various departments must work together to correctly calculate Customer Lifetime Value (CLV), Customer acquisition …

867: Energizing Your Data Relations | Donald Alvarez, CFO, Cyngn

January 25th, 2023


Back in 1993, Don Alvarez was an auditor with Deloitte’s San Francisco office when specialty retailer and coveted client company West Marine went public.

For Alvarez, the day began with WM’s management explicating the …

866: Metrics for the Masses | Jeremy Klaperman, CFO, Rho

January 22nd, 2023


Not unlike many of his CFO peers, Jeremy Klaperman spent the early years of his finance career in trying to rectify the damage brought on by the irrational market behaviors of the late 1990s and early 2000s. Unlike …

The Chatbot Chill: Why Business Will Be Anything But Usual - A Workplace Champions Episode

January 20th, 2023


Our resident thought leader Brett Knowles explains how artificial intelligence is already being used to predict employee turnover, job satisfaction, and other key metrics, allowing managers to take proactive steps to …

865: Achieving a Strategic Alignment | Anup Singh, CFO, Illumio

January 18th, 2023


It’s perhaps no surprise that the late 1990s came to mind for Anup Singh when we recently asked him to share with us a finance career lesson or insight from his past.

It seems that our CFO guests have become ever more …

864: Advancing Beyond Your Comfort Zone | Steven Mitchell, CFO, Redgate Software

January 15th, 2023


Steve Mitchell had not been working for Irish telecom giant Eircom for even half a year before he decided that it was time to explore other opportunities.

For the previous 4 months, the seasoned operations executive had …

863: A Continental Career Span | Keith Stauffer, CFO, TerrAscend

January 11th, 2023


When Keith Stauffer’s youngest son learned in grade school that his family would be moving to Singapore, he likely breathed a sigh of relief.  

After …

862: The Numbers Don't Lie | Patrick McClymont, CFO, Hagerty

January 8th, 2023


August might be Patrick McClymont’s preferred month when it comes to entering the CFO office. 

“September is great, but you may want to show up a little before in order to get your feet wet,” comments McClymont, who …

861: Putting Your Plan in Motion | David Quinn, CFO, Bluevine

January 4th, 2023


Things were going downhill for David Quinn when he met his future wife—or such might be the obvious punchline to punctuate Quinn’s disclosure that he met his wife on a ski vacation. Still, Quinn lets us know that the …

Holiday Replay: The Return to Earth | Tom Fitzgerald, CFO, Planet Fitness

January 1st, 2023


Back in the mid-1990s, before email became widely used across corporate America, the executives of Frito-Lay’s northern California region suddenly …

Dragon Slayer of the Budgeting World - A Planning Ace's Tribute to Steve Player

December 30th, 2022


When consultant Steve Player died last month at the age of 64, the business function that he had tormented, ridiculed, and war-hammered for more than …

Holiday Replay: The Levers of Long-Term Value | Brandon Maultasch, CFO, MOLOCO

December 28th, 2022


The following is a Holiday Replay of a popular 2022 episode.

Last October, shortly after being named CFO of machine learning start-up MOLOCO, Brandon …

Holiday Replay: Beyond the Boardroom with Herald Chen, CFO, AppLovin

December 25th, 2022


The following is a bonus replay of one of 2022's popular episodes.

When Herald Chen was growing up in a town not far from Pittsburg, he dreamed of …

Managers admit to “quiet firing” - A Workplace Champions Episode

December 23rd, 2022


Brett & Jack discuss what might be a popular response to employees "quiet quitting" or what among managers has been dubbed "quiet firing" - the …

860: Opportunities From Life's Cauldron | Kevin Rubin, CFO, Alteryx

December 21st, 2022


Back in the year 2000, as Arthur Andersen saw a stream of young accountants exit the firm to join dotcom start-ups, Kevin Rubin’s workload continued to escalate as the public accounting firm felt the pinch of a …

859: The Everyday, Conscious Effort to Add Value | Rajat Bahri, CFO, Icertis

December 18th, 2022


It was nearly 18 years ago that Icertis CFO Rajat Bahri stepped into the CFO office for the first time.  

Thus began a stretch of time that Bahri, …

858: Finding the Middle Ground | Brian Gladden, CFO, Zelis

December 14th, 2022


If you had told Brian Gladden in 2006 that he would shortly be working for a Saudi crown prince, the 14-year GE finance veteran may have replied …

857: The Other Tech Stack | Razzak Jallow, CFO FloQast

December 11th, 2022


Back in 2009, as businesses navigated the repercussions of Wall Street’s collapse, Razzak Jallow found himself standing at a departure gate with a …

856: Understanding What's In Your Control and What's Not | Céline Dufétel, CFO,

December 7th, 2022


When CFO Céline Dufétel tells us that her career decision-making has been driven not so much by titles or status but by an inner push to acquire the next level of skills or types of skills, we can’t help …

855: Your Company’s Value Proposition | James Moylan, CFO, Ciena

December 4th, 2022


Jim Moylan is perhaps our first CFO guest to list the leasing of oil rigs as one of the experiences that best prepared him for a CFO role. Of course, …

Legibility & Levers - A Planning Aces Episode

December 2nd, 2022


To grow efficiently businesses must have legibility across the organization, explains Airtable CFO Ambereen Toubassy, who tells us legibility can only be achieved by having everyone throughout the business using the …

854: Expecting the Unexpected | Shana Veale, CFO, PharmChem

November 30th, 2022


Shana Veale had been working in the Albuquerque, New Mexico, office of Arthur Andersen for only about 8 months when the 88-year-old stalwart …

853: When the Fire Burns Brightest | Chip Zint, CFO, Deluxe

November 27th, 2022


After Chip Zint jumped two levels in NCR Corp.’s retail division finance hierarchy, he couldn’t help but savor the moment while reflecting on the …

The Friday Elon Slept Late | A Workplace Champions Episode

November 23rd, 2022


Brett & Jack discuss the workforce rantings of Elon Musk and the new Twitter owner's November 16th deadline for employees to decide whether to …

852: Thriving in the Deep End | Jonathan Carr, CFO, Armis

November 20th, 2022


When Jonathan Carr first walked through the doors of the Stryker Inc. plant in Arroyo, Puerto Rico, the boyish newbie accountant no doubt turned the …

851: The Rudiments of Scale | Tony Tiscornia, CFO, Coupa

November 16th, 2022


Few finance leaders have better revealed to us the career-transforming powers of IPOs than CFO Tony Tiscornia.

Turn back the clock to 2015, and Tiscornia is the accounting-minded VP of finance for spend management …

850: A CFO’s Ultimate Covid Test | Anat Ashkenazi, CFO, Eli Lilly

November 13th, 2022


In March 2020, when Eli Lilly announced that it would begin providing drive-through COVID testing services to the state of Indiana’s healthcare …

849: Adding Value to an Academic City | Brett Powell, CFO, Baylor University

November 9th, 2022


When Brett Powell is asked what distinguishes his day-to-day role as a finance leader inside the world of academia from that of his CFO peers …

848: The People, the Mission & the Innovation | Evan Goldstein, CFO, Seismic

November 6th, 2022


Evan Goldstein tells us that it was at the end of another long day—after a week of long days—as he was walking to the parking lot adjacent to …

847: When Minding the Business is a Cultural Mandate | Jim Morgan, CFO, CallRail

November 2nd, 2022


We can’t help but cringe when a finance leader tells us that they don’t want to be known as “the CFO of ‘No’”—that shopworn characterization of CFOs who seem to enjoy giving thumbs down verdicts.   

So, we were pleased …

846: Influencing Your Operating Inputs | Ambereen Toubassy, CFO, Airtable

October 30th, 2022


When Ambereen Toubassy decided that it was time to start up her own hedge fund, it's likely that no one cast doubt on the experienced investor’s grand plan. That is, no one except Toubassy herself.  

After 7years as …

845: Levers of Growth, Doors of Opportunity | Darren Cooper, CFO, Reveal Group

October 26th, 2022


When Darren Cooper was named CFO of Reveal Group of Melbourne, Australia, in 2019, there was no friendly board member or executive recruiter seeking …

844: To Achieve All That Matters | Gillian Sheeran, CFO, Pricefx

October 23rd, 2022


Gillian Sheeran’s was perhaps 17 years into an illustrious finance career and on her second CFO tour of duty when she finally met the limits of her …

843: Making Finance Part of Your Business’s Operating Fabric | Adil Syed, CFO, Rippling

October 19th, 2022


If, as the old maxim suggests, “life” is what happens to us while we are busy making other plans, Adil Syed’s other plans most likely did not include …

842: Realizing the Potential of Data at Scale | Ross Muken, CFO, Sophia Genetics

October 16th, 2022


It was after Ross Muken had been gainfully roaming the corridors of equity research for more than a dozen years that the acquisition of his firm …

Hires, Fires and a Stable Economy | A Workplace Champions Episode

October 14th, 2022


Brett & Jack discuss how hiring challenges have led certain organizations to be more tolerant of poor employee behaviors – a development that …

841: When Every Member Counts | Ilana Esterrich, CFO, American Coatings Association

October 12th, 2022


Inside the world of trade associations, the135-year-old American Coatings Association’s has never wavered in its dedication to advancing the needs of …

840: Putting a Spin on Your Talent Pinwheel| Bryan Morris, CFO, Demandbase

October 9th, 2022


Among the recruitment milestones that populate Bryan Morris’s CFO resume, few can match the 6-month talent acquisition binge that he launched during …

839: Landing on Both Feet | JJ Pace, CFO, Service Pros Installation Group

October 5th, 2022


When JJ Pace tells us that he was hired in 2002 to build and eventually lead a finance team that would create and implement monthly budgets for a …

838: The Unseen Levers of Customer Impact | Mike Taylor, CFO, Gusto

October 2nd, 2022


When Mike Taylor mentions the customer experience during our talk, his intent—unlike that of many of his CFOs peers—is not to boast of some vast reservoir of data from which customer insights are routinely being gleaned.

Let the Data do the Talking - A Planning Aces Episode

September 30th, 2022


Steve and Jack discuss the data tsunami that many organizations are now facing and what steps finance executives can take to replace their historical, backward-looking, "batch mode" thinking with more proactive …

837: The Hand in the Air | Rob Young, CFO, National Geographic Society

September 28th, 2022


Rob Young remembers that back in 2001, when he joined the incoming class of newbie accountants at KPMG’s Short Hills, New Jersey, office, there was a 5- to 6-year age difference between his KPMG classmates and himself.

836: Building Consensus to Go Real-Time | Anna King, CFO, Mesh Payments

September 25th, 2022


Several years ago, when CFO Anna King first began to champion the benefits of real-time data, she recalls a sudden clamor around new customer activity afforded her the consensus-building moment for which she’d been …

835: Understanding Your Business | Andrew Gehrlein, CFO, Park Place Technologies

September 21st, 2022


When Andrew Gehrlein is asked about experiences that prepared him for a finance leadership role, one week from his 25-year career climb quickly comes …

834: Where Paths Converge and Leaders Emerge | Tracy Curley, CFO, iSpecimen, Inc.

September 18th, 2022


We are nearly at the end of our talk with CFO Tracy Curley when she mentions her two adult children.

“I’m really blessed that they knew how important …

833: Keeping the House in Order | Aaron Hartwig, CFO, Edgewood Companies

September 14th, 2022


Turn back the clock to the mid-1990s, and Aaron Hartwig is standing behind the front desk of a Las Vegas hotel, checking in guests and welcoming them to the always spirited city.

“I always loved hospitality—I love the …

832: Achieving a Holistic View | Kate Bueker, CFO, HubSpot

September 11th, 2022


When Kate Bueker first left the world of investment banking for a corporate finance role, she was ready to savor the fabled congruity that a business …

The Employee Value Proposition | a Workplace Champions Episode

September 9th, 2022


Brett & Jack discuss why organizations must have a value proposition for their employees.  This episode each of our featured Workplace Champions gives us different perspectives on what they've done to help attract …

831: Building Your Credibility | Chuck Triano, CFO, Xalud Therapeutics

September 7th, 2022


Unlike many CFOs who tell us that their finance career paths did not intersect with the investor relations (IR) function until shortly before their arrival in the CFO office, Chuck Triano relates that his actually began …

830: Riding the Technology Convergence Winds | Sandra Rowland, CFO, Xylem

September 6th, 2022


When Samsung acquired Stamford, Connecticut-based Harman International for $8 billion in cash in 2017, it was not the first time that the South Korean company’s appetite for convergence IP had intersected with the …

829: All Aboard for Accelerated Learning | Jamie Britton, CFO, Texas Security Bank

August 31st, 2022


The expression “accelerated learning” has been used by a number of our recent CFO guests to distinguish periods within their careers when circumstances demanded a hastened pace of knowledge gain.

For Jamie Britton, this …

828: When Finance Talks to the Business | Claire Bramley, CFO, Teradata

August 28th, 2022


From the very start of our talk with CFO Claire Bramley, she let us know that she has long been part of the bigger conversation represented by the everyday back-and-forth discourse that punctuates decision-making inside …

Let RPA Lead Rather Than Replace - A Planning Aces Episode

August 26th, 2022


Steve and Jack discuss how FP&A is becoming a world beyond finance - where data expertise and insights are becoming as widely sought after as traditional accounting skills. Meanwhile, Steve urges finance …

827: The Leap Beyond Tax | Debbie Schleicher, CFO, EasyKnock

August 24th, 2022


When Debbie Schleicher tells us that a football game between the Georgia Tech Yellow Jackets and Clemson Tigers became her door-opener to the CFO office, we can’t help but want to listen.

Back in 2014, she and her …

826: Along the CFO Continuum | Pat Dillon, CFO, Flock Freight

August 21st, 2022


When Flock Freight CFO Pat Dillon thinks back to his investment banking days at Morgan Stanley and considers the variety of CFOs from whom he once sat across, the banking veteran is struck by how at times the CFOs seem …

825: The Leader's Intent: Helping Others | Bona Allen, CFO, KBD Group

August 17th, 2022


Bona Allen was never a country doctor—but he recollects feeling like one at one point in his finance career. Or, rather, being paid like one.     

By …

824: An Appetite for Change | Rajesh Gupta, CFO, OakNorth Bank

August 14th, 2022


When Rajesh Gupta tells us that he likes change and fixing things that are broken, we can’t help but wonder how a finance career that has encompassed more than 20 years with General Electric has come to satisfy that …

823: Courtside with a CFO All-Star | Larry Angelilli, CFO, MoneyGram

August 10th, 2022


Looking back to the mid-1980s, Larry Angelilli knows now that he was at the time witnessing something that others would not see for decades. Before …

822: CFO Trifecta: Finance, Strategy & Leadership | Peter Walker CFO, Sterling

August 7th, 2022


When Peter Walker looks back on his career, he never hesitates to highlight “the big asks,” or those times when he asked a boss to “take a chance” on him. One such instance occurred when he asked his CEO to sponsor his …

821: When Leaders Want More | Michael Sumruld, CFO, Parker Wellbore

August 3rd, 2022


Michael Sumruld recalls that after investing 10 of his finance career–building years in oil field services giant Baker Hughes, he found a deep fog …

Keeping Leadership in Step with Workforce Priorities | A Workplace Champions Episode

July 31st, 2022


Brett & Jack discuss how the economy's is sending the hiring environment mixed signals and how the inefficiencies of the recruitment function continue to be a drag on industry aspirations for building a more …

820: Establishing Milestones for the Stakeholder Ecosystem | Adam Swiecicki, CFO, Brex

July 27th, 2022


As the 32-year-old CFO of Brex, Adam Swiecicki has a professional narrative unpopulated by the tales of economic and business hijinks that many of …

819: Set Your Data Free | Glenn Hopper, CFO, Sandline Global

July 24th, 2022


Just where and how Glenn Hopper came to acquire his finance skillset exposes an organizational dysfunction to which no small number of finance leaders have likely contributed.

As a product manager for a small …

From Euphoria to ‘Uh-oh!' | A Planning Aces Episode

July 20th, 2022


Steve and Jack discuss how pricing strategy has increasingly become top of mind for finance leaders as businesses become more responsive to customer behaviors, and Steve reflects on the virtues of time travel and how by …

818: Breaking Finance’s "Glass Wall" | David Bedell, CFO, Lendio

July 17th, 2022


Looking back at the early years of his finance career, David Bedell recalls being frustrated when a business unit leader remained leery about the merits of a potential deal.

“I had done all of the analysis and was …

817: Fit to Compete, Fit to Grow | Kabir Ahmed Shakir, CFO, Tata Communications

July 13th, 2022


When Kabir Ahmed Shakir first arrived inside the CFO office at Tata Communications, the former Microsoft India CFO quickly determined that there was one person above all others who held sway over the company’s maturing …

816: Moving to a Multiyear Mind-set | Mike Milotich, CFO, Marqeta

July 10th, 2022


It was the type of assignment that Mike Milotich had been awaiting for most of his career. An innovative product team at American Express had just launched a promising new offering, and Milotich had been assigned to …

815: Out Front Inside the Auto Aftermarket | Jeff Shepherd, CFO, Advance Auto Parts

July 6th, 2022


Last winter, when China ordered tens of millions of people back into a pandemic lockdown, executives inside the $170 billion automotive aftermarket parts industry took a deep breath.

Jeff Shepherd, CFO of aftermarket …

Bonus Replay: Prashanth Mahendra-Rajah, CFO, Analog Devices, Inc.

July 3rd, 2022


It was nightly business conversations at his parents’ dinner table that first led Prashanth Mahendra-Rajah to consider alternatives to business when it came to building a career.

“As most small business owners do, my …

814: Why Swim Lanes No Longer Matter | Manish Sarin, CFO, Sprinklr

June 28th, 2022


Even after serving in multiple CFO roles and spending 10 years on Wall Street, Manish Sarin still marvels at the plus-size experience that he …

813: A Mandate to Improve | Mark George, CFO, Norfolk Southern Corporation

June 26th, 2022


When Mark George first joined Otis Elevator’s accounting team back in the late 1980s, he found fixed asset accounting to be different from what he expected.

Says George: ”We had to run around the company and put …

812: When Leadership Came Calling | Angela Pierce, CFO, Anaconda

June 22nd, 2022


Looking back on her career as a corporate finance executive, Angela Pierce says that the call of leadership arrived at a moment of unvarnished frustration.

Sixteen years ago, when the management of Level 3 …

811: Satisfying a Cultural Itch With Smart Growth | Jason Keen, CFO, Mills & Nebraska

June 19th, 2022


Among the career milestones that CFOs prefer to highlight for us during our discussions, there’s little question that examples of driving business growth are an ongoing favorite.

However, for Jason Keen, who built his …

Achieving a More Agile Finance Function | A Planning Aces Episode

June 17th, 2022


Steve and Jack discuss how growing concerns about a possible economic recession are helping fuel CFO aspirations for creating a more agile finance function, and Steve reflects on how different career experiences and …

810: Following the Data Trail | David Barnes, CFO, Trimble

June 15th, 2022


Generally, when legendary CEO Roger Enrico wasn’t happy, just about every PepsiCo executive from junior grades on up knew about it. So it was that …

809: Leading Inside a Remote World | Danielle Murcray, CFO, AttackIQ

June 12th, 2022


Among the many strategic changes that finance leader Danielle Murcray has helped to put in motion during her multi-chapter CFO career, perhaps none …

808: Trading Up to a Macro-Driven Career | Komal Misra, CFO, Starry, Inc.

June 8th, 2022


When Komal Misra, a software engineer turned asset manager, decided that it was time once again to make a career change, she found herself staring at …

807: All Things in Common | Ryan Gwillim, CFO, Brunswick Corporation

June 5th, 2022


A dozen years ago, if you had told Ryan Gwillim that within the next decade he would be named CFO of the Brunswick Corporation, he may have laughed. …

806: Being Ready for the Unexpected | Marc Levine, CFO, Tanium

June 1st, 2022


Among the many acquisitions with which Marc Levine became involved during his 25 years at Hewlett-Packard Co., it may surprise few of his former …

805: When the Flywheel Begins to Spin | Chris Greiner, CFO, Zeta Global

May 29th, 2022


It was not long after Chris Greiner became CFO of IBM’s fast-growing Analytics Division that the gravitational pull that IBM had maintained on …

804: Optimizing the Returns on a Business Asset | Al Farrell, CFO, Transaction Data Systems

May 25th, 2022


When Al Farrell tells us that finance leaders must never lose sight of the value of a business asset, as well as acquire a strong understanding of how to optimize the returns on it, we sense his frustration.

This is not …

803: Sharing in a Moment That Mattered | Efrain Rivera, CFO, Paychex

May 22nd, 2022


Back in April of 2020, as the consequences of COVID’s arrival in the U.S. sent financial markets reeling, Paychex CFO Efrain Rivera had the temptation “to say nothing.”

As the company’s quarterly earnings call with …

Getting a Read on the World's New Realities | A Planning Aces Episode

May 20th, 2022


Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A …

802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

May 18th, 2022


When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he …

801: The Founder & The Future | Ryan Van Hatten, CFO, Prophix

May 15th, 2022


Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten.

Back in 2016—when the firm’s previous CFO exited the …

The Hard Truth About Retention | A Workplace Champions Episode

May 13th, 2022


Brett & Jack discuss how growing numbers of businesses are facing an employee retention crisis as they battle escalating workforce attrition and struggle to fill job vacancies. As the crisis grows in certain …

800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink

May 11th, 2022


Had the opportunity to work in the treasury department at American Express arrived 6 months earlier, there’s a chance that John Herman may never have landed in a CFO office.

“Treasury was an area that I was fascinated …

799: When Metrics Do the Talking | Adam Ante, CFO, Paycor

May 8th, 2022

  When Adam Ante first arrived at Paycor in 2017, the seasoned finance executive was tasked with prodding Paycor management to begin monitoring daily performance metrics.

“At first, it was about building the …

798: A CFO Links Past to Present | April Downing, CFO, Khoros

May 4th, 2022


It was in the late 1990s when public accountant, savvy networker and future CFO April Downing decided that it was time to leave Dallas.

“I had …

797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch

May 1st, 2022


Back in early 2014, the management of Paydiant, a 4-year-old mobile payments start-up, believed that it was still several years away from engaging …

Getting In Deeper | a Planning Aces Episode

April 29th, 2022


Steve and Jack discuss how successful financial planning teams are always looking to "get in deeper" and bring new insights to the surface. Featuring …

796: Gene Editing's Next Frontier | Elaine Sun, CFO, Mammoth Biosciences

April 27th, 2022


Having grown accustomed to charting the careers of our finance leader guests from their early professional days up through their entry into the CFO office, we did not change course for Elaine Sun, an accomplished …

795: The Canary in the Coal Mine | Anisha Sood, CFO, First Choice Health

April 24th, 2022


Back in 2001, as the dotcom bubble imploded and the U.S. economy took a downward spiral, Anisha Sood, a recently hired consultant for Accenture, felt …

Employers Dropping Degree Demands - A Workplace Champions Episode

April 22nd, 2022


Brett & Jack discuss why a 4-year degree isn’t quite the job requirement it used to be and how finance leaders are reworking their company’s talent equation. Featuring the commentary and insights of workplace …

794: The Customer’s Many Experiences | Will Johnson, CFO, Iterable

April 20th, 2022


Will Johnson can still hear the question that momentarily muted a management dinner and prodded the gathering’s executive diners to thoughtfully …

793: When Timing Matters | Adriana Carpenter, CFO, Emburse

April 17th, 2022


As we seek to highlight the milestones that mark the path to the CFO office, one of our favorite queries is to ask finance leaders to recall from their career-building years the first time they presented to their …

792: Blazing the Cash-to-Crypto Path| Chris Roling, CFO, Coinme

April 13th, 2022


Reflecting on a finance career that has spanned nine different countries and three decades, Chris Roling says that he may have received his most …

791: Collaborating With Parts Unknown | Kent Kelley, CFO, Unanet

April 10th, 2022


We have spent many hours in discussion with finance leaders about the intersection of finance and sales as we try to better understand the …

790: The Correct Order of Things | Sarah Blanchard, CFO, Udemy

April 6th, 2022


Back in 2014, when Sarah Blanchard became committed to landing her first CFO position, she kept a key criterion in mind: Her future company had to be mission-driven.

“I ended up in digital health before anyone really …

789: Always Be Hiring | Jonathan Sides, CFO, Fleetio

April 3rd, 2022


Among the many SaaS CFOs with whom we have spoken, few have listed their finance leader priorities for us as simply and concisely as did Jonathan Sides, CFO of Fleetio, a Birmingham, Alabama, software company that helps …

Hiring for Hypergrowth | A Workplace Champions Episode

March 31st, 2022


Brett & Jack discuss how finance leaders of high growth firm’s are becoming increasingly focused on the ebb and flow of their firm’s talent pipelines. Featuring the commentary and insights of workplace champions CFO 

788: When the Road Rises to Meet You | Emily Villatte, CFO, Acast

March 30th, 2022


Emily Villatte’s finance career first got rolling along dusty country roads in the Australian bush. With a dual-track master’s degree in engineering …

787: Listening to Your Inner Self | Steve Vintz, CFO, Tenable

March 27th, 2022


Looking back on his first CFO role, Steve Vintz recalls waking up one morning and thinking that he might not have a job.  

The night before, Vintz …

Expecting the Unexpected | A Planning Aces Episode

March 25th, 2022


Steve and Jack discuss how finance professionals must give more thought to how they communicate “the news” inside their organizations in order to avoid being cast by other functional teams as “the bearer of bad news.” …

786: The Purpose-Driven CFO | Hilary Maxson, CFO, Schneider Electric

March 23rd, 2022


Hilary Maxson’s path to the CFO office of French multinational and energy automation behemoth Schneider Electric began at a kitchen table in upstate …

785: Let Learning Blaze the Path | Vanessa Kanu, CFO, Telus International

March 20th, 2022


When Vanessa Kanu is asked to provide some professional advice to her younger self she responds quickly and without hesitation: “Be more patient.”

It’s advice Kanu says she summons even today as she passes the 18th …

784: The Levers of Long-Term Value | Brandon Maultasch, CFO, MOLOCO

March 16th, 2022


Last October, shortly after being named CFO of machine learning start-up MOLOCO, Brandon Maultasch decided to forgo yet another welcome coffee to …

783: Making a Career Investment | Sarah Spoja, CFO, Tipalti

March 13th, 2022


It was 2018, and shortly after payables start-up Tipalti had raised its Series C funding round, Sara Spoja recalls, she sat down with Tipalti CEO and cofounder Chen Amit.

Having spent the previous 8 years as a senior …

782: When Operations Came First | Lou Arcudi, CFO, Amolyt Pharma

March 9th, 2022


To those well familiar with the career milestones that typically mark the path to the CFO office, Lou Arcudi’s resume at first may appear to be …

781: The Frequent Flyer | Josh Siegel, CFO, CyberArk

March 6th, 2022


If you were to casually meet CyberArk CFO Josh Siegel for the first time at San Francisco International Airport (SFO), you might quickly assume that he has spent the balance of his career-building years in nearby …

780: Punching Above Your Weight Class with ESG | Gina Mastantuono, ServiceNow

March 2nd, 2022


Back in early 2020, Gina Mastantuono had only recently stepped into the CFO role at ServiceNow when the subject of intangible assets surfaced during …

779: The Graduate | Casey Woo, CFO, Landing

February 27th, 2022


Back in 2017, Casey Woo decided it was time to graduate from early-stage companies.

“What I like to tell people is that as an operator you will be characterized and judged by the age of your businesses,” remarks Woo, …

Employee Engagement & the Less Social World - A Workplace Champions Episode

February 25th, 2022


Brett & Jack discuss how learning and development is one of five key elements of employee engagement – and explore reasons why L&D too often gets overlooked. Featuring the commentary and insights of workplace …

778: Finance: Not a Function but a Profession | Russ Porter, CFO, IMA

February 23rd, 2022


Looking back on the 28 years that he spent inside IBM’s finance function, Russ Porter notes that his career climb paralleled the evolution of …

777: A CFO's Unfinished Business | Isaac Ro, CFO, Sema4

February 20th, 2022


After spending 16 years as an equity analyst (the last nine of which at Goldman Sachs), Isaac Ro could not escape the fact that he was busy and bored.

The Move to Better - A Planning Aces Episode

February 18th, 2022


Steve and Jack discuss how the goal of planning teams and organizations should always be moving beyond the accepted practices or tools to something …

776: Assessing Risks Beyond the Numbers | Nipun Soni, CFO, BillionToONe

February 16th, 2022


When Nipun Soni tells us that he spent 5 years at Oracle Corp., during which time he helped to perform due diligence on some 40-plus M&A transactions, we can’t resist asking about the “big” deals that grabbed …

775: Back to the Future | Joan Hilson, CFO, Signet Jewelers Limited

February 13th, 2022


Of all the CFO career routes that our finance leader guests have shared with us, very few have have rendered a path as circuitous as the one blazed by Joan Hilson, CFO of Signet Jewelers Limited, the world’s largest …

774: When How You Tell It Matters | Heather Dixon, CFO, Everside Health

February 9th, 2022


It was a moment of insight that Heather Dixon remembers having not once but twice during the untold number of hours she has spent in examining how …

773: Serving an Organization of Proactive Decision Makers | Darrell Cox, CFO, Vena

February 6th, 2022


For many organizations, capturing real-time data is no longer a goal but now a reality. However, for those firms determined to accumulate these …

772: Inside the M&A Quarry | Andy Watts, CFO, Brown & Brown

February 2nd, 2022


Asked to highlight his experience in mergers and acquisitions, Andy Watts doesn’t need to weigh and measure the many deals that he has helped to execute over his three-decade-long finance career. Instead, Watts quickly …

771: Embracing Change | Brian Kinion, CFO, MX

January 30th, 2022


Twenty-four hours after Brian Kinion’s first earnings call as a CFO of a publicly-traded frim, his aspirations as a finance chief quickly became deflated as Vista Equity Partners made clear its intent to buy the …

When HR Becomes a Borderless Function - A Workplace Champions Episode

January 28th, 2022


Brett and Jack discuss how the leadership narrative benefits hiring, and why department hiring budgets may someday soon be replaced. Featuring the commentary and insights of workplace champions CFO Cassandra Hudson of …

770: When Founders Make a Difference | Nitesh Sharan, CFO, SoundHound, Inc.

January 26th, 2022


When Nitesh Sharan exited Hewlett-Packard after 15 years of diligent career-building, he assumed—like many seasoned finance executives have done—that …

769: Beyond the Boardroom | Herald Chen, CFO, AppLovin

January 23rd, 2022


When Herald Chen was growing up in a town not far from Pittsburg, he dreamed of someday running the small town’s steel mill. Years later when he was graduating from the University of Pennsylvania, the steel mill no …

Increasing the Velocity of Your Flywheel - A Planning Aces Episode

January 21st, 2022


Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of FP&A for the Association for Financial Professionals. Bryan discusses 2022 planning priorities, while offering guidance to …

768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell

January 19th, 2022


Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of …

767: On the Path to Being a $1 Billion Company | Bill Zerella, CFO, ACV Auctions

January 16th, 2022


Bill Zerella’s path to the CFO office began at a company whose customers largely belonged to a bygone era. At the time, Simplicity Patterns was the largest pattern company in the world, and its most devout customers …

766: Making Decisions with the Customer in Mind | Cassandra Hudson, CFO, EngageSmart

January 12th, 2022


Back in 2008, Cassandra Hudson was interviewing for a senior accounting role at a small tech firm in Boston when the CFO casually shared some …

765: Never Waste a Crisis | Jean Laviqueur, CFO, Coveo

January 9th, 2022


Unlike many of his finance leader peers, Jean Lavigueur has little difficulty in identifying where and when his path to the CFO office began.  

It …

764: When Growth Is the Only Constant | Jen Herdler, CFO, Impact Health

January 5th, 2022


When it came time for Jen Herdler to get back into the workforce, she signed up for a refresher course in financial modeling through a weeklong …

763: Of All the Nerve | Pete Mariani, CFO, Axogen

January 2nd, 2022


Like many of his finance leader peers, Pete Mariani credits a senior operational role with helping him to plant both feet on the path to CFO office.

Bonus Replay: The Courage of Your Convictions | Joe Wolk, CFO, Johnson & Johnson

December 31st, 2021


Preview Mode Links will not work in preview mode  

The podcast featuring finance leaders driving change …

The Speed of Trust | A Planning Aces Episode

December 29th, 2021


Steve and Jack discuss how building trust may be an FP&A professional’s greatest skillset. Featuring commentary and FP&A insights from Planning Aces: CFO Puneet Pamnani of KORE Wireless, CFO Robert Alvarez of …

Bonus Replay: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co

December 26th, 2021


Holiday Replay:

When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, …

762: In Step With the Digital Beat | Tania Secor, CFO, R/GA

December 22nd, 2021


When CFO Tania Secor looks back at the early years of her finance career, she can’t help but revisit her decision to accept a position with the McGraw-Hill Companies.

For a half-dozen years, Secor had been entrenched in …

761: Finding Your Operational Cadence | Scott Walker, CFO Clarity Software Solutions, Inc.

December 19th, 2021


When CFO Scott Walker has considered new career opportunities in the past, only a small subset of growth businesses have been able to meet all of his desired criteria.

Very often the firms had achieved product market …

Hiring is the Beginning of Your Go-To-Market Funnel | A Workplace Champions Episode

December 16th, 2021


Brett and Jack weigh-in on Zoom firing squads, the move to hybrid workplaces and hiring’s enormous impact on your company’s funnel. Featuring the commentary and insights of workplace champions CFO Jim Morgan of CallRail,

760: Transitioning from Platform-Led to Product-Driven | David Brolsma, CFO, WP Engine

December 15th, 2021


When it comes to FP&A data, WP Engine CFO David Brolsma is an open book. “We make a data visualization tool called ‘Looker’ available to all of …

759: The Making of a Milestone Year | Dave Bernhardt, CFO, SentinelOne

December 12th, 2021


How should a textbook rental company respond when it discovers that Amazon has just introduced offerings that will make the giant retailer its newest …

758: Leveraging Momentum to Drive Growth | Amol Chaubal, CFO, Waters Corporation

December 8th, 2021


Waters Corporation CFO Amol Chaubal has cracked the code on the strategic CFO role, and he’s willing to share a snapshot of his formula for success.

757: The Workforce is Rising | Justin Judd, CFO, BambooHR

December 5th, 2021


Ten years ago, when Adobe management finally made up its mind to enter the software-as-a-service (SaaS) realm and become part of the mass migration from selling boxed software to selling its software offerings via …

756: Start-Ups, SPACs, and Street Fights | Michael Levine, CFO, Payoneer

December 1st, 2021


Start early, stay late, be prepared, and don’t shy away from the street-fight environments surrounding start-up companies. These methods have helped Michael Levine to bound up an unconventional leadership ladder en …

755: Serving the Creators | Craig Foster, CFO, Picsart

November 28th, 2021


During 2018, the very year Craig Foster joined Bright Machines, the San Francisco–based company was spun out from contract manufacturing firm Flex, raised a headline-grabbing $179 million in Series A funding, and shed …

Planning's Longest Yard | A Planning Aces Episode

November 27th, 2021


Steve and Jack discuss FP&A's 100-year march. Featuring commentary and FP&A insights from Planning Aces: CFO Kurt Shintaffer of Apptio CFO Jim Morgan of CallRail & CFO Daniel O'Shaughnessy of FormLabs.

Bonus Replay: Allocating Resources to Achieve the Right Outcomes | Inder Singh, CFO, Arm

November 24th, 2021


Inder Singh started off his professional life as an engineer, only to learn that the large engineering projects that he aspired to someday lead often faced as many financial obstacles as they did engineering challenges.

754: The Return to Earth | Tom Fitzgerald, CFO, Planet Fitness

November 21st, 2021


Back in the mid-1990s, before email became widely used across corporate America, the executives of Frito-Lay’s northern California region suddenly …

753: Time to Make the Coffee | Jim Calabrese, CFO, Finalsite

November 17th, 2021


Jim Calabrese recalls that when he began to climb the corporate ladder early in his finance career, an executive mentor told him, “Never be afraid to …

752: Making Your Company More Valuable | Howard Wilson, CFO, PagerDuty

November 14th, 2021

Among today’s career building finance pros who view the CFO office as their ultimate destination, Howard Wilson might be labeled an off-road …

751: The March Goes On | Dave Damond, CFO, March of Dimes

November 12th, 2021


When does a mission-driven CFO initiate a crucial turnaround of an erstwhile nonprofit that’s been losing money for years and has a legacy pension plan dragging down its balance sheet? Before he’s even been offered the …

750: Fielding Your Insight Team | Chitra Balasubramanian, CFO, CircleCI

November 10th, 2021


Talk to, or about, CircleCI CFO Chitra Balasubramanian and you’ll hear the word “team” early and often. The phrase describes her leadership approach …

749: Scouting the Perimeter of Predictability | Daniel O'Shaughnessy, CFO, Formlabs

November 7th, 2021


Dan O’Shaughnessy may be the only finance leader with whom we’ve ever spoken who credits hard work and financial acumen with having helped to keep …

Making Salary a Competitive Advantage | A Workplace Champions Episode

November 5th, 2021


Brett and Jack discuss the move by Amazon and other companies to pay employees daily are likely to trigger new approaches in salary administration. Plus, more developments in the age of the "great resignation."  …

748: Keeping the Bees Busy | Shana Rowlette, CFO, Mann Lake

November 3rd, 2021


Minnesota-based Mann Lake Ltd. is a leader in the beekeeping industry, serving commercial beekeeping businesses and backyard hobbyists alike. The company specializes in quality manufacturing, innovation, customer …

747: Exposing Your Growth Drivers | Jim Morgan, CFO, CallRail

October 31st, 2021


It sounds counterintuitive, but the best big men in basketball succeed less on size than they do on finesse and footwork. NBA Hall of Famer Tim Duncan’s right-foot jab created the space that he needed to sink his …

When FP&A Becomes a Business Function | A Planning Aces Episode

October 28th, 2021


Steve & Jack discuss planning’s crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer …

746: Growing With People & Purpose | Robert Alvarez, CFO, BigCommerce

October 27th, 2021


When Robert Alvarez first joined the finance team of one venture-backed start-up, he was thinking that one day he might like to be a CFO. However, upon further reflection, the young finance analyst realized that he had …

745: Origins of a Come Back Therapy | Troy Ignelzi, CFO, Karuna Therapeutics

October 24th, 2021


Troy Ignelzi’s CFO career is rooted in an unlikely place. In fact, some might describe it as the least likely of all places, for the environs of his early vocational path were not those of a growing company but instead …

744: Democratizing Phone Services | Evan Fein, CFO, TextNow

October 20th, 2021


When Evan Fein accepted his first CFO position more than a decade ago - his focus as a finance leader was too narrow according to the CFO, who in a moment of self-reflection can’t conceal his exacerbation.

 "Ashamed is …

743: Winning With Employee Success | Michael Rosen, CFO, Power Digital Marketing

October 17th, 2021


Michael Rosen’s finance career began inside the loan department of middle market lender Union Bank (now MUFG Union), when—after completing an …

HR by the Numbers | A Workplace Champions episode

October 15th, 2021


Brett and Jack discuss the marriage of fintech and human capital management, and the of the growing mandate for employee success.  Featuring the commentary and insights of workplace champions CFO Sameer Ralhan of the …

742: When a SPAC Unlocks Quantum Possibilities | Thomas Kramer, CFO, IonQ

October 13th, 2021


When Thomas Kramer recalls his decision to leave his job with a prestigious consulting firm to start up a tech firm in the final hours of the dotcom …

741: One Step Ahead | Kurt Shintaffer, CFO, Apptio

October 10th, 2021


In the wake of an economic downturn, a company’s door of opportunity swings open to a finance up-and-comer. This is a familiar early career chapter for many finance leaders, and few have revealed to us the uncertainty …

740: Illuminating the Home of the Future with a Brand from the Past | Roy Simmons, CFO, GE Lighting, a Savant company

October 6th, 2021


Twenty years ago, when Roy Simmons first joined General Electric Company as a rookie financial analyst, it likely would have been difficult to …

739: The Rules of Play | Craig Abrahams, CFO, Playtika

October 3rd, 2021


It was after he had worked 3 years as an investment analyst with Bear Stearns and spent more than 2 years inside the corporate strategy bullpen of …

738: Using Digital Insight to Unlock Business Value | Sameer Ralhan, CFO, The Chemours Company

September 29th, 2021


Unlike many of the up-and-comers who populate the corridors of The Chemours Company, CFO Sameer Ralhan spent the balance of his career building years …

737: The Future Before Us | Chris Kuehn, CFO, Trane Technologies

September 26th, 2021


It was a complicated transaction that Ingersoll Rand’s then-CEO Mike Lamach challenged his finance and operations people to address by “turning over …

736: Inside the Growth Cauldron | Pramod Iyengar, CFO, Veem

September 22nd, 2021


When Pramod Iyengar returned to school after working for several years as a manufacturing engineer with United Technologies, he was ready to change …

735: Recognizing Windows of Opportunity | Akash Palkhiwala, CFO, Qualcomm

September 19th, 2021


Back in 2014, when Akash Palkhiwala was first approached to serve as treasurer of wireless technology company Qualcomm, the company’s future CFO was …

Making Your Next FP&A Hire | A Planning Aces Episode

September 17th, 2021


Featuring FP&A Insights & Commentary from Planning Aces: Ian Charles, CFO, Flexe, Beth Clymer, CFO, Job Case,  Mark Shifke, CFO, Billtrust, Mike Rasic, CFO, Synapse.

734: The X Factor: Being Approachable | Geoff Brannon, CFO, Oversight Systems

September 15th, 2021


Back in 2011, when Radiant Systems was acquired by NCR Corporation, a door swung open for Radiant Systems controller Geoff Brannon, who received an …

733: Eyes Wide Open | Laurence Capone, CFO, Pipedrive

September 12th, 2021


Back in the early 1990s, Laurence Capone was a Paris-based public accountant serving a distinguished list of oil and gas industry clients when she heard about an audit assignment unlike any that she had taken on before.

732: A Walk on the Creative Side | Matthias Tillmann, CFO, Trivago

September 8th, 2021


It was little more than 6 months after Matthias Tillmann first joined Trivago—and shortly after the travel booking company’s December 2016 IPO—when …

BONUS Replay: The Rewards of Taking Inspired Action | Brice Hill, CFO, Xilinx

September 5th, 2021



In front of the restaurant’s dozen or more cash registers, customers were standing six or seven deep when Brice Hill raised his voice and began instructing the hungry mall shoppers to immediately exit the store.

Where Corporate Culture Trumps Exec Comp - A Workplace Champions Episode

September 3rd, 2021


Brett and Jack discuss the highs and lows of executive compensation, and  why corporate culture may trump all.  Featuring the commentary and insights …

731: When It's All Systems Go | Vicki Dudley, CFO, TTX Company

September 1st, 2021


Having previously held a succession of finance leadership roles inside Chicago’s ever vibrant financial services sector, Vicki Dudley was perhaps …

730: Facing Your Transformation Year | Charles Freund, CFO, FLEETCOR

August 29th, 2021


When Charles Freund was named CFO of FLEETCOR in 2020 – his arrival in the c-suite became the latest chapter of a varied and lengthy career journey that paralleled the rise of the $2.6 billion fintech.  

Accepting a …

729: The Pivot Toward Growth | Jill Klindt, CFO, Workiva

August 25th, 2021


Jill Klindt recalls that back in 2008, when she joined Workiva, the software start-up was somewhat removed from the career path that she had envisioned for herself.

“It wasn’t that obvious to me at first, and it wasn’t …

728: The Courage of Your Convictions | Joe Wolk, CFO, Johnson & Johnson

August 22nd, 2021


Joe Wolk was about 5 years into his 23-year career with Johnson & Johnson when he was encouraged to take a manufacturing operations position at a …

727: The Power of Patience | Greg Saunders, CFO, Ygrene Energy Fund

August 18th, 2021


When Greg Saunders tells us that “having patience” was perhaps the quality that most contributed to his first appointment as a CFO back in the early 1990s, we wonder how many additional years a more impatient Saunders …

726: The Opportunity Beyond Arbitrage | Manish Dugar, CFO, Mphasis

August 15th, 2021


Back in the early 2000s, the use of videoconferencing to conduct job interviews remained rather rare in most parts of the world—and India was no different.

What made Manish Dugar’s interview experience still rarer was …

Evolving Your Metrics, Wall Street's Point of View - A Planning Aces Episode

August 13th, 2021


This Episode Features FP&A Insights & Commentary from:

Ross Tennenbaum, CFO Avalara

Waifa Chau, CFO, Nylas

Brad Kinnish, CFO, Aryaka

725: Pivot Toward the Future | Mike Dodson, CFO, Quantum

August 11th, 2021


“Fire the auditor!” Three words that Quantum CFO Mike Dodson vowed would never cross his lips were now being spoken aloud by Quantum’s board.

“Fire …

724: A Taste for Disruption | Scott Dussault, CFO, Workhuman

August 8th, 2021


Back in 2001, after Scott Dussault had been named CFO of StorageNetworks, it’s unlikely that the 30-year-old finance leader was popping any champagne …

723: When a Crisis Becomes a Catalyst | Gregg Clevenger, CFO, LiveVox

August 4th, 2021


The Asian financial crisis of the late 1990s is as good a place in time as any for Gregg Clevenger to use to begin explaining the mix of professional and personal circumstances that made Rochester, New York, his port of …

722: Establishing the CEO-CFO Nucleus | Joe Euteneuer, CFO- Emeritus, Mattel, Sprint, Qwest, Comcast

August 1st, 2021


Lovers of tortilla chips will swear that the only true ones are made with corn (and never wheat) and that when it comes to sourcing them, the highest-yielding kernel of corn comes from West Texas.

Or so explains Joe …

When the Mission Matters - A Workplace Champions Episode

July 31st, 2021


Brett and Jack discuss the power of the mission, the CEO return-to-work agenda and covid’s delta variant backlash. Featuring the commentary and insights of workplace champions CFO Beth Clymer of Jobcase, CFO Todd …

721: Every Transformation Begins with Listening | Melissa Ballenger, CFO, Mosaic

July 28th, 2021


When Melissa Ballenger stepped into a deputy CFO role for TD Bank’s U.S. subsidiary back in 2011, she did so knowing that she had been recruited to …

720: Build a Function That Drives | Beth Clymer, CFO, Jobcase

July 25th, 2021


It was one of the last pieces of advice that CFO Beth Clymer left us with—an item that we snagged with one of our favorite questions: What advice do you have for new CFOs?   

Her reply—“Don’t skimp on resources”—at …

719: Achieving New Finance IT Synergies | Madhu Ranganathan, CFO, OpenText

July 21st, 2021


The aspiration to become a CFO was always there,” says Madhu Ranganathan, executive vice president and chief financial officer of OpenText, a leader in information management based in Waterloo, Ontario. “I just didn’t …

718: An Appetite for Impact | Sean Mulloy, CFO, Level Ex

July 18th, 2021


When asked when he knew that he wanted to become a chief financial officer, Sean Mulloy tells us that he knew from the time he first became “siloed” …

A Cut Above FP&A | A Planning Ace's Episode

July 15th, 2021


This Episode Features FP&A Insights & Commentary from:

Chad Gold, CFO, SalesLoft

Maria Manrique, CFO, O’Reilly Media

Harmit Singh, CFO, Levi …

717: Minding Your Workflows | Nathan Winters, CFO, Zebra Technologies

July 14th, 2021


Looking back, Nathan Winters says that his appointment as CFO of GE Healthcare’s global supply chain was in every way a milestone in his career—a …

716: Building Your Operational Model | Chad Gold, CFO, SalesLoft

July 11th, 2021


Back in 2008, Chad Gold was working for Home Depot as an FP&A professional when the economic downturn upended the home building market and …

715: Blazing a New Strategic Path | Todd McElhatton, CFO, Zuora

July 7th, 2021


Among the growing number of finance leaders who can be classified as cloud computing CFOs, few have arguably stayed in step with the parade of cloud opportunities longer and with more brand muscle behind them than CFO …

714: A Career Beneath the Headlines | Christian Lee, CFO, Transfix

July 4th, 2021


In March of 2009, when the economy was still in the clutches of the global financial crisis, Time Warner spun out its subsidiary Time Warner Cable into an independent company.

“As we spun off, we paid a massive dividend …

713: Banker, Builder, Finance Leader | Stuart Henrickson, CFO, Bold Commerce

June 30th, 2021


In the late 1990s, when Stuart Henrickson was CFO for Koch Industries’ Canadian operations, Chase Manhattan made him a job offer unlike any that he had received before.

“It was a fork in the road for me. Koch had been …

712: Making an Impact One Employee at a Time | Maria Manrique, CFO, O’Reilly Media

June 27th, 2021


When Maria Manrique stepped into her first role as a CFO, she did so knowing that her finance leader mentor was still in the building—in fact, he was …

711: Building Your Network | Nicole Anasenes, CFO, Ansys

June 23rd, 2021

Asked to recall the experience of stepping into a CFO role for the first time, Nicole Anasenes doesn’t mince words.

"It’s a very lonely, scary …

710: Supply, Demand and Oil in the Gears | Prashanth Mahendra-Rajah, CFO, Analog Devices

June 20th, 2021


It was nightly business conversations at his parents’ dinner table that first led Prashanth Mahendra-Rajah to consider alternatives to business when it came to building a career.

“As most small business owners do, my …

709: Investor, Advisor, Operator | Mark Shifke, CFO, Billtrust

June 16th, 2021


Billtrust CFO Mark Shifke likes to label himself an “accidental CFO”—a tag that a number of our guests have appropriated from time to time when faced with explaining a past filled with less-than-traditional career …

708: Making FP&A Your Cross Functional Glue | Waifa Chau, CFO, Nylas

June 13th, 2021


Several actions proved key as Waifa Chau advanced from financial planning and analysis (FP&A) roles to chief financial officer positions. …

707: Light From a Distant Star | Ian Charles, CFO, Flexe

June 9th, 2021


Of course, every finance leader needs to understand the mechanics of accounting and know how to identify the financial implications of management’s …

706: A Career of Build & Scale Moments | Trent York, CFO, Restore Hyper Wellness

June 6th, 2021


Nearly 20 years later, CFO Trent York tells us that he can still hear the finance executive’s exact words.

“Trent, I don’t need you tell me how not to do something—I need you to help me to figure out how to work through …

705: Expanding the Lane to Organic Growth | Bill Kelley, CFO, TreeHouse Foods

June 2nd, 2021


When the TreeHouse Foods financial planning and analysis (FP&A) team notice CFO Bill Kelley entering the room, chances are that a number of team members shoot a quick glance at the company’s latest revenue figures.

704: When Investors Come to Mind | Puneet Pamnani, CFO, KORE Wireless

May 30th, 2021


When asked about a personal habit that has served him well over the years, finance leader Puneet Pamnani raises his voice slightly and seeks to mimic the delivery of his wife’s tone:  “This is what you do for a hobby? …

703: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co

May 26th, 2021


When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, Levi’s CFO will often …

702: Making Relationships Matter | Andrew Kenny, CFO, Scoular

May 23rd, 2021


Andrew Kenny still remembers the smell of day-old pizza that lingered in the back of the Cairo conference room as negotiations between his then …

701: Real-Time Insights, Yet Another Covid Legacy | Adam Meister, CFO, Talend

May 19th, 2021


There’s little question that the pandemic has led business leaders to amp up digital initiatives across most industries.

In response, CFOs have more frequently been called upon to serve up some detailed answers for …

700: Making What Was Once Unstructured - Strategic | Alex Amezquita, CFO, Herbalife Nutrition

May 16th, 2021


Space is not typically the realm that CFOs point to when we ask about experiences that prepared them for a finance leadership role.

However, the …

699: The Return of Jimmy Lai | Jimmy Lai, CFO, Acepodia

May 12th, 2021


When Acepodia CEO Sonny Hsiao began developing a list of candidates to fill the chief financial officer role at the biotechnology company that he had …

698: Decomposing Business Metrics | Ross Tennenbaum, CFO, Avalara

May 9th, 2021


It’s no secret that the herculean effort required to keep corporate board meetings on time frequently involves tracking the arrivals of certain board …

697: A SPAC Puts Leafy Greens on the Menu | Guy Blanchard, CFO, AeroFarms

May 5th, 2021


Back in 2014—when Guy Blanchard first entered the CFO office at AeroFarms—the indoor vertical farming company had roughly 20 employees and a commercial farm prototype under construction.

Seven years and four rounds of …

696: Ascending the Funnel | Darrell Cox, CFO, Vena Solutions

May 2nd, 2021


When marketing campaigns get old, they’re like polyester leisure suits that seem to fit okay but look awful, explains finance chief Darrell Cox of …

Trust & the Individual - A Workplace Champions Episode

April 30th, 2021


Featuring the Workplace Champions

CFO Arleen Paladino of Crum & Forster

CFO Guy Blanchard of Aerofarms

CFO Mike Rasic of Synapse

CFO Ross Tennenbaum of Avalara

695: As Public Perception Changes, Opportunity Advances | Louie Reformina, CFO, Turning Point Brands

April 28th, 2021


Chances are that CFO Louie Reformina never expected to be in the rolling papers business.

Having advanced down a career track populated with …

694: Specific and Time-bound, Aggressive yet Realistic | Ana Sirbu, CFO, Nitro

April 25th, 2021


Not unlike other finance leaders, Nitro CFO Ana Sirbu wants you to know that she’s a “prioritizer.” Both personally and professionally, Sirbu has created a list of objectives that never strays far from her mind’s eye.

693: Building Individual Trust | Mike Rasic, CFO, Synapse

April 21st, 2021


Looking back, Mike Rasic says that his entry into the world of tech start-ups got kicked off with a phone call that he almost didn’t answer.

“I have …

692: Betting on Your Future | Tim Murphy, CFO, REPAY

April 18th, 2021


In 2008, as the subprime mortgage crisis began turning the Street’s brash dealmakers into a squeamish clan of risk-averse bankers, Tim Murphy, an associate at Credit Suisse, decided that it was time to try some slots. …

691: Get Out of the Weeds | Rob Krolik, Partner, Burst Capital (CFO emeritus)

April 14th, 2021


When Rob Krolik agreed to join us for a CFO (emeritus) episode, we expected to hear about the successful business turnaround chapter that he added to …

690: The Next 100 Years | Arleen Paladino, CFO, Crum & Forster

April 11th, 2021


In the early 1980s, when Arleen Paladino joined Crum & Forster as a 21-year-old internal audit trainee, she was frequently sent to remote office …

689: Be the Bridge | Terry Coelho, CFO, BioDelivery Sciences International (BDSI)

April 7th, 2021


Within 4 months of her 2019 arrival inside BDSI’s CFO office, Terry Coelho had spearheaded a product acquisition and managed a successful equity …

688: Ready for Takeoff | Kevin Ingram, CFO, FM Global

April 4th, 2021


Back in 2014, when FM Global wanted to entice finance executive Kevin Ingram to move back to the US from England, the UK finance director was offered a position no one at the company had ever heard of before.   

   “My …

687: The Room Where It Happened | Ken Kaufman, CFO, Community Dental Partners

March 31st, 2021


Each Wednesday morning, as the CEO prodded his team for business projections and troubleshooting ideas, the midsize company’s top managers would …

686: Making “Why Not?” Your Career Door Opener | Hamza Benamar, CFO, Kyriba

March 28th, 2021


Long before growing numbers of digital nomads freely roamed the planet, Hamza Benamar had achieved a borderless professional life inside the world of internal audit.  

“I went through a phase in my career when I was not …

Greetings From the Post-Covid World - A Workplace Champions Episode

March 26th, 2021


Featuring the CFOs: Tom Berquist, CFO, TIBCO, Terry Coelho,CFO BioDelivery Sciences , Kevin Ingram,CFO, FM Global, Robert Linder, CFO, Lazy Dog Restaurant & Bar

685: When Opportunity Knocks | Rebecca Mahadeva, CFO, Greater Than One

March 24th, 2021


For Rebecca Mahadeva, the late 1990s audit of a minor league baseball team was the type of rare career assignment that never failed to intrigue both accountants and non accountants alike.

At the time, Mahadeva had been …

684: Completing the Job at Hand | Paul Ottolini, CFO, Russell Reynolds

March 21st, 2021


When Paul Ottolini is asked to share a personal trait—one that a family member might divulge to us— the seasoned finance leader tells us that he …

683: When It’s Time to Sit in the Driver’s Seat | Stéphane Berthier, CFO, Uniphore

March 17th, 2021


When Stéphane Berthier joined Uniphore of Palo Alto, CA, as CFO this past January, the move no doubt raised more than a few Silicon Valley eyebrows.

For more than two decades, Berthier had served a list of prestigious …

682: Achieving a Flywheel to Create Long Term Value | John Collins, CFO, LivePerson

March 14th, 2021


When CFO John Collins is asked how his background in data modeling and strategy is influencing the role that finance plays inside LivePerson, the …

681: Not Settling for Business as Usual | Christian Geyer, CFO, ActiveNav

March 10th, 2021


As Christian Geyer sees it, the path to the CFO office can begin just about anywhere.

For him, anywhere happened to be the accounts payable department of a DC-area construction company. Having built numerous government …

680: Making Sales Success a Must-See Metric | Ron Knutson, CFO, Lawson Products

March 7th, 2021


A little more than a decade ago, Ron Knutson remembers, when he first stepped into the CFO role at Lawson Products, he quickly realized that the …

679: Making a Business Ripe for Investors | Graham Miao, CFO, AgroFresh

March 3rd, 2021


Looking back, AgroFresh CFO Graham Miao says that the decision to change careers early in his professional life was triggered more or less by …

678: The Arc of Data's Evolution | Ed Goldfinger, CFO, Quantum Metric

February 28th, 2021


When Ed Goldfinger is asked to relate a moment of strategic insight that he has experienced as a finance leader, he draws our attention to his CFO …

677: Engaging Minds at Work | Michael Pickrum, CFO, ExecOnline

February 24th, 2021


When Michael Pickrum tells us about ExecOnline, the company that he joined as CFO back in 2019, he wants us to know that the education technology …

676: The Next Transformation Journey | Paul Lundstrom, CFO, Flex

February 21st, 2021


Back in 2015, after nearly two decades of diligent career-building across United Technologies, Paul Lundstrom fixed his career builder’s gaze upon …

Marching in Step with OKRs - A Workplace Champions Episode

February 19th, 2021


This Episode Features Human Capital Insights & Commentary from:

Dynshaw Italia, CFO, Soldo

Brad Kinnish, CFO, Aryaka

Will Bondurant, CFO, …

675: When Complexity Equals Waste | Jim Harper, CFO, Goodroot

February 17th, 2021


According to Goodroot CFO Jim Harper, the best way to transform the current U.S. healthcare system is to replace its connective tissue.

“It’s going to be a long slog and it’s got to be done one system at a time,” …

674: Creating Sensible Options From Hard Decisions | Robert Linder, CFO, Lazy Dog Restaurant & Bar

February 14th, 2021


When CFO Robert Linder highlights what distinguishes the dining experience at Lazy Dog Restaurant & Bar, it’s easy to imagine him as a friendly host escorting us across a lively dining area filled with spirited …

673: Advancing Down the Transformation Path | Will Bondurant, CFO, Castlight Health

February 10th, 2021


Years from now, when Castlight Health CFO Will Bondurant reflects back on the varied chapters of his finance career, he may title the current one “The Turnaround”—that is, if he and Castlight CEO Maeve O’Meara are able …

672: Finance From the Top Down | Tom Berquist, CFO, TIBCO Software

February 7th, 2021


When an inquisitive software analyst takes a seat across the table from TIBCO Software CFO Tom Berquist, the inquisitor may not know that TIBCO’s finance leader once sat on their side of the table and in certain ways …

671: Why the Best Laid Plans Are Continuous | Shane Hansen, CFO, Planful

February 3rd, 2021


It was a meeting that Planful CFO Shane Hansen tells us that he was not looking forward to. The SaaS developer’s FP&A team had discovered a …

670: Judgment: At the Heart of Every Decision | Gary Golden, CFO, Cherwell Software

January 31st, 2021


If we were asked to boil down our discussion with CFO Gary Golden to a single word, our answer would be: “judgment.”

It perhaps goes without saying …

669: Transactions, Trades, and Treatments | Ozan Pamir, CFO, 180 Life Sciences

January 27th, 2021


We seldom hear a finance leader tell us that they took a pass on a promotion early in their careers, so when CFO Ozan Pamir told us that as a …

668: Investors Make Room for a Streaming SPAC | Jason Eustace, CFO, CuriosityStream

January 24th, 2021


It was roughly 12 months ago that Jason Eustace was named CFO of CuriosityStream, an upstart streaming media company launched in 2015 by Discovery Channel founder John Hendricks.

For Eustace, CuriosityStream represents …

667: Where Growth & Trust Meet | Brad Kinnish, CFO, Aryaka

January 20th, 2021


The mid-December conference call was 45 minutes old, CFO Brad Kinnish says, when he began to feel edgy.

One of the company’s biggest deals of the …

666: When Vision is the Plus Multiplier | Manmeet Soni, CFO, Reata Pharmaceuticals

January 17th, 2021


It’s a phrase that has historically never roamed far beyond the corridors of pharmaceutical companies, but now—thanks to COVID 19—the term “clinical …

665: A Data-Driven CFO Grabs the Wheel | Rob Barnhart, CFO, SimpleTire

January 13th, 2021


Among the experiences that Rob Barnhart credits with having prepared him for a CFO role was an executive training program in which he participated …

664: Good Judgment: Every CFO's Star Attribute | Gary Swidler, CFO, Match Group

January 10th, 2021


Back in 2015, when Gary Swidler was a candidate for a CFO position at Match Group, the seasoned banking executive recalls being told by company …

663: Building a Better Product | Hoang Vuong, CFO, Amplitude

January 6th, 2021


We have been speaking with Hoang Vuong for little more than a minute when he mentions the CFO mentor whom he credits with having influenced his early career decisions.

“Hey, what do you really want to do when you grow …

662: A Thirst for Innovation | Dynshaw Italia, CFO, Soldo

January 3rd, 2021


When innovation is a topic for discussion, Dynshaw Italia can’t resist mentioning Cobra Beer—or, to be more specific, “the big bottle.”

It was Cobra, of course, that first opted to forgo the UK’s standard 500–550 ml …

661: Finding Your Finance Port of Entry | Dan Stokely, CFO, Ampio Pharmaceuticals

December 22nd, 2020


Thinking back to his days as a charter boat captain off the coast of Point Loma, San Diego, Dan Stokely marvels at the responsibilities that he …

660: A CFO Finds Her Career Cadence Inside PE-Backed Firms | Debra Ricci, CFO, Guidehouse

December 20th, 2020


Back in 2018—when Deb Ricci’s name topped the list of leading candidates to fill the CFO role at Guidehouse, a management consulting firm …

659: The Rewards of Taking Inspired Action | Brice Hill, CFO, Xilinx

December 16th, 2020



In front of the restaurant’s dozen or more cash registers, customers were standing six or seven deep when Brice Hill raised his voice and began instructing the hungry mall shoppers to immediately exit the store.

“No …

658: The Technology-Driven Turnaround | Sandra Harris, CFO, Tupperware Brands

December 13th, 2020


When Tupperware Brands CFO Sandra Harris is asked what set her apart from the other CFO candidates who aspired to fill the finance leadership role at …

657: From the Ground Up | Yevgenia Fink, CFO, HOVER

December 9th, 2020


It was near the end of her 9 years with Intel Corp. that Yevgenia Fink received a bit of advice that today she credits with having helped her to …

656: A Taste for Disruption | Russell Burke, CFO, Life360

December 6th, 2020


When Russell Burke tells us that his days at Sony Music Entertainment included “huge peaks” such as the release of the hit sound track for the motion picture Titanic as well as huge challenges such as the rise of …

655: Awaiting the Return to Travel | Tom Tuchscherer, CFO, TripActions

December 2nd, 2020


Twenty-five to 30 years ago, senior executives seeking CFO roles did not think like Tom Tuchscherer.

Many still don’t, which is why CFO roles have …

654: The Path to Being IPO-Ready | Drew Vollero, CFO, Allied Universal

November 29th, 2020


When Drew Vollero arrived in the CFO office of Snap (formerly Snapchat) in 2015, the executives occupying the tech world’s traditional IPO talent …

653: From Real Estate to the Immune System | Chad Cohen, CFO, Adaptive Biotechnologies

November 22nd, 2020


Of all of the business discussions that Chad Cohen has had over the years, few are likely as memorable as the 20-second conversation he had with Zillow CEO Spencer Rascoff about midway into his 9-year career stint with …

652: Exposing Gross Margin’s Hidden Levers | Jeff Nichols, CFO, UJET

November 18th, 2020


In 2016, when Jeff Nichols had been a senior member of Glassdoor’s FP&A team for 2 years, he and other members of the finance team were …

651: Remedying Your Metrics Disconnect | Ross Tennenbaum, CFO, Avalara

November 15th, 2020


Ross Tennenbaum remembers that back in 2018, when he was a managing director at Goldman Sachs, he had conversations with a number of senior …

650: When Opportunity Comes Your Way | Kieran McGrath, CFO, Avaya

November 11th, 2020


In 2008, as the economic downturn threatened to upend IBM Corp.’s financial well-being, the company’s leadership was considering different candidates to lead a corporatewide restructuring when Kieran McGrath’s name …

649: Entering the Auction Room | Martin Nolan, CFO, Julien's Auctions

November 8th, 2020


Had Martin Nolan studied engineering instead of accounting, his career path would likely never have entered the worlds of Marilyn Monroe, John …

648: A Life Sciences Angler Casts a Sturdy Line | Bill Adams, CFO, NervGen Pharma

November 4th, 2020


It’s a familiar sequence: A strong-minded investor musters the will to lead and steps into the CEO office determined to revitalize a struggling …

647: Accruing Your Global Acumen | Adrian Talbot, CFO, Hotwire

November 1st, 2020


When Adrian Talbot tells us that he parachuted into Thames Television in the early 1990s, the image of the London skyline—once used to brand the …

Bonus Episode: The Networking Imperative | Robert Bendetti, CFO, Life Cycle Engineering

October 30th, 2020


Bendetti: I'm trying to steal that great quote from Warren Buffet, "I'm trying to be greedy while others are fearful." And I'm trying to grow. And if …

646: Making Finance a Workforce Whetstone | Michelle McComb, CFO, Bluecore

October 28th, 2020


Just as Michelle McComb was imagining that she would shortly be joining another Silicon Valley start-up as a finance leader, the CFO of Lucent …

645: The Investor Came Knocking | Glenn Schiffman, CFO, IAC/InterActive

October 25th, 2020


There’s little question that 2020 will long be remembered as a year of crisis for the casino industry.

Commercial gaming revenues in the U.S. were down 79 percent during the second quarter when compared to Q2 2019, a …

644: Thwarting COVID By Rethinking Opportunities | Mike Brower, CFO, Office Evolution

October 21st, 2020


Back in the late 1980s, Mike Brower’s list of audit clients included a roster of oil and gas companies as well a local university and a number of different state and local government entities. It was the type of client …

643: The Rise of People-Centric Finance | Katie Rooney, CFO, Alight Solutions

October 18th, 2020


Back in 2015, Katie Rooney was only 7 months into her first industry CFO role at Aon when her boss asked her to exit the office.

“He came into my …

642: The Virtues of Top Line Growth | Sachin Patel, CFO, Apixio

October 14th, 2020


It’s not uncommon for career-building executives inside the finance realm to obtain an MBA in order to pivot their careers in a new direction. Such was the case for Sachin Patel, who after finding some early success as …

641: The IPO Playbook & Creating Opportunity for Others | Steve Cakebread, CFO, Yext

October 11th, 2020


“It’s not cheap to go public,” concedes CFO Steve Cakebread, echoing the oft-repeated refrain that founders and CFOs confront when considering the prospect of selling shares in their companies to the public.

Concessions …

640: Communicating Your Strategic Plan | James Samuels, CFO, EXUMA Biotech

October 7th, 2020


Jamie Samuels still recalls some of the raised eyebrows that he saw after having completed in short order both the verbal and written portions of an exam that his future employer administered to job applicants.

Not …

639: Thriving at the Deep End | Catherine Birkett, CFO, GoCardless

October 4th, 2020


Back in the early 2000s, Catherine Birkett found herself being pulled into confidential meetings where her company’s senior management was discussing …

638: The Path to Being Cost Smart | Jim Gray, CFO, Ingredion

September 30th, 2020


It's the type of business restructuring capable of striking envy in the hearts of many a company board member—and particularly those known to favor …

637: Experiencing the Market Economy Spirit | Tom Fencl, CFO, Pricefx

September 27th, 2020


The son of two doctors, Tom Fencl recalls that while growing up in communist Czechoslovakia, to him a free market economy was more “an intellectual curiosity” than a possible career destination.

“When the Berlin Wall …

636: Being Part of the Team | Marsha Smith, CFO, Siemens, USA

September 23rd, 2020


Members of Siemens USA’s finance team would probably not be surprised to learn that when their CFO, Marsha Smith, is asked to reveal the experiences …

635: Finding Your Finance Team's North Star | Markus Harder, CFO, Contentful

September 20th, 2020


The Berlin headquarters of software developer Contentful occupies an old brick warehouse with heavy metal doors and broad functional corridors and …

634: Milestones for M&A Success | Steve Young, CFO, Duke Energy

September 16th, 2020


It was a little over 40 years ago when Steve Young first joined what would become Duke Energy, the giant electric power holding company headquartered …

633: Marching to Fintech's New Beat | Matt Briers, CFO, TransferWise

September 13th, 2020


Among the more transformative chapters of Matt Briers’s finance career was his 3-year stint monitoring and forecasting margin performance inside …

632: Exposing the Connection Between Financial and Operational Data | Jacqueline Purcell, CFO, Deputy

September 9th, 2020


Jacqueline Purcell’s path to the CFO office began inside an Australian law firm where as a young attorney she was advising corporate clients and their bankers on how to best address some of the legal hurdles that their …

631: Explaining the Business Reason Behind the Number | Steven Springsteel, CFO, betterworks

September 6th, 2020


Back in the early 1990s, Steven Springsteel nabbed an interview for a CFO role with a high-flying tech start-up. At the time, he was controller for …

630: Building the Business Case | Bennett Thiemann, CFO, Applicaster

September 2nd, 2020


It was the type of role that any recent business school graduate could envy—not because of the position’s title (Chief of Staff) or how much it paid, …

629: Freshly Ripens On The Vine | Matt Hagel, CFO, Freshly

August 30th, 2020


It’s a story that Matt Hagel likes to share as he networks with fellow finance executives and accounting types. Back in 2017—only days after stepping …

628: Allocating Resources to Achieve the Right Outcomes | Inder Singh, CFO, Arm

August 26th, 2020


Inder Singh started off his professional life as an engineer, only to learn that the large engineering projects that he aspired to someday lead often faced as many financial obstacles as they did engineering challenges.

627: Learning the Lyrics to a Finance Career | Mark Sargent, CFO, Westhaven Power

August 23rd, 2020


At the start of his finance career, Mark Sargent says, he could not picture himself working for a large, big-name corporation. He says that he was …

626: The Path to Greater Profits | Jason Peterson, CFO, EPAM Systems, Inc.

August 19th, 2020


CFOTL: You first arrived at EPAM in 2017, can you tell us what was top of mind as you entered the office? What were some of your early priorities? 

Peterson: I joined a company that was growing rapidly, that's got …

625: A Transformative Transaction | Eyal Hen, CFO, Rekor Systems

August 16th, 2020


Back in 2004, on the very day that Ormat Technologies, Inc., began trading on the New York Stock Exchange, Eyal Hen began working in as an assistant …

624: Accelerate Around the Curve | Alyssa Filter, CFO, Clari

August 12th, 2020


Filter: When we were talking at the executive staff level, it's from a mindset of accelerating around the curve. And so I think our CEO has really coined that phrase, but that's the lens that we're looking through and …

623: When an Opportunity Rises to Meet You | Sinohe Terrero, CFO, Envoy

August 9th, 2020


When Envoy CFO Sinohe Terrero is asked about his career chapter at Etsy, the online marketplace founded in 2005 and headquartered in Brooklyn, New York, he begins by explaining how back in 2008 Etsy’s finance function …

622: Elevating Your Organization's Financial IQ | Shane Hansen, CFO, Planful

August 5th, 2020


CFOTL: Having only stepped in to the CFO office in April, what is the vision you have for the role of CFO? 

Hansen: I’m really keen on having Planful …

621: The CFO as Science Enabler | Ivor Macleod, CFO, Athersys

August 2nd, 2020


When veteran CFO Ivor Macleod first contemplated joining an early-stage pharma company, the condition  known as acute respiratory distress syndrome (ARDS) was not appearing in nightly news headlines and was yet to be …

620: When People Matter Most | Laurie Krebs, CFO, Red Hat

July 29th, 2020


It was October 2019. Red Hat, Inc., was preparing to submit its latest quarterly results to its new parent, IBM Corp., and Laurie Krebs had just been …

619: Using Data to Power Up Ad Inventory| Ray Carpenter, CFO, Xandr

July 26th, 2020


When Ray Carpenter retraces his steps to the CFO office at Xandr—an analytics and advertising company formed by AT&T’s WarnerMedia—he singles out …

618: From COVID's Initial Shock to IPO in 60 Days | Dave Jones, CFO, Vroom

July 22nd, 2020


Not unlike the careers of his finance leader peers, the finance career of Dave Jones, CFO of online car seller Vroom, has been shaped and influenced by economic crises of the past two decades. Last month, as the initial …

617: Finding Your Seat at the M&A Table | Dennis McGrath, CFO, PAVmed

July 19th, 2020


Dennis McGrath was only recently married and a new home owner when he was invited to a Phillies game by the CFO of AC Manufacturing.

At the time, McGrath was working for Andersen as an auditor of a roster of growing …

616: Predictability and the Pipeline | Ashim Gupta, CFO, UiPath

July 15th, 2020


When asked to share a few of the experiences that he feels prepared him for a CFO role, Ashim Gupta recalls what he characterizes as a significant …

615: Validating Your Proof Points for Investors | Jeff Epstein, (CFO Emeritus) Oracle, DoubleClick, King World

July 12th, 2020


In the mid-1990s, when Jeff Epstein was busy satisfying the M&A appetites of media clients for First Boston, one of his smaller, but more boisterous clients asked him to join the firm as its CFO.  

“It was the type …

614: In Pursuit of Data's Deep Impact | Matt Borowiecki, CFO, Biofourmis

July 8th, 2020


When asked what led him to open his latest career chapter as CFO of Biofourmis, Matt Borowiecki quickly mentions the 2018 sale of MassMutual Asia Ltd. to Yunfeng FG.

After helping to piece together a string of strategic …

613: Helping Others Get the Big Picture | Anders Fohlin, CFO, Medius

July 5th, 2020


Early in his finance career, Anders Fohlin discovered that he could ratchet up his capacity to consume information and problem-solve simply by …

612: The Rewards of Customer Insight | David Wells, CFO, ENDRA Life Sciences

July 1st, 2020


Back in the mid-1990s, David Wells was a financial analyst for a Bay Area supply chain management company that boasted an impressive list of Silicon Valley marquee customers.

Counted among their clients was a large chip …

611: An Acquisitive State of Mind | Jon Nguyen, CFO, Kyriba

June 28th, 2020


Jon Nguyen got his first taste of M&A-related work in the early to mid-2000s when he served as the finance partner for the auto lending unit of …

610: Getting a Read on Economic Recovery | Michael Borreca, CFO, LYNX Franchising

June 24th, 2020


Finance leaders who remain skeptical of the prospects for economic recovery inside the 2020 calendar year may want to consult LYNX Franchising CFO …

609: Minding Your Financial Ps and Qs | Matt Ellis, CFO, Verizon

June 21st, 2020


It’s a story that Verizon CFO Matt Ellis seems to enjoy telling and one that he has undoubtedly related more than once before. 

One evening while in …

608: Opening the Acquisition Chapter | Jody Cire, CFO, AllCloud

June 17th, 2020


When the Sarbanes–Oxley Act was enacted 18 years ago, it required the Securities and Exchange Commission to create regulations to define how …

607: Exercising Discipline to Expose Trend Lines | Angiras Koorapaty, CFO, Reversing Labs

June 14th, 2020


When a new CEO is recruited to lead a company, it’s not uncommon for the incumbent CFO to be replaced.

However, there are certain network-savvy CFOs who are able to muster enough influence with their boards to easily …

606: Leveraging the Value of Culture | Will Costolnick, CFO, Hire Dynamics

June 10th, 2020


Years from now, when Will Costolnick thinks back to the start of his CFO career, he will likely count the 12 months that preceded his appointment as …

605: When Finance Sings a New Tune | John Cappadona, CFO, School of Rock

June 7th, 2020


Unlike the music artists and instructors recruited by School of Rock to provide music lessons at its 270 locations around the globe, John Cappadona …

604: When It's Time for a Fire Drill | Gordon Stuart, CFO, Unit4

June 3rd, 2020


In the late 1980s, when Gordon Stuart exited a 4-year stint as an auditor with Price Waterhouse, he bid accounting farewell—or at least he did until …

603: All Eyes on Recovery Indicators| John Bonney, CFO, Harness

May 31st, 2020


When John Bonney joined San Francisco–based Harness a little more than a year ago, he became not only the company’s first CFO but also its first …

602: A Creative Agency Weathers the COVID Storm |Peter Mair, CFO, CMD Agency

May 29th, 2020


Mair: It was  probably in the first week of March, we had to close our Seattle office and have people work remotely. And it was about the second week in March that we did the same for our Portland office. We have the …

601: Championing Cash Flows to Disarm COVID | Hilla Sferruzza, CFO, Meritage Homes

May 27th, 2020


Related Article From

Years from now, when Hilla Sferruzza recalls her initial actions to buffer the impact of COVID-19 on home builder Meritage Homes Corp. (NYSE: MTH) of Scottsdale, Arizona, she will likely …

600: Charting Your Course to Survive and Thrive | Amir Jafari, CFO,

May 24th, 2020


When Amir Jafari looks back and reflects on his path to the CFO office, he includes two character traits that have arguably long distinguished finance leaders from other functional leaders. 

“We in finance have high …

599: Sharpening Your Customer Acumen | David Woodworth, CFO, insightsoftware

May 20th, 2020


At the age of 31, David Woodworth was offered CFO positions at two different firms. The first offer came from his then current employer, where as vice president of finance he was keenly aware of urgent challenges that …

598: A Bank for Your Financial Health | Thibault Fulconis, CFO, Varo Money

May 17th, 2020


Earlier this year, when the FDIC approved fintech start-up Varo Money’s application to become a national bank, Thibault Fulconis’s latest CFO career …

597: Why RPA is Attracting More Than Capital | Tomer Pinchas, CFO, Kryon

May 13th, 2020


Last February, following his arrival on a flight to Israel, Tomer Pinchas recalls receiving a startling text from the Israeli government. Having …

596: Optimizing Your Core Offerings Beneath 2020's COVID Haze | John Theler, CFO, Avetta

May 10th, 2020


When John Theler stepped into the CFO office at SaaS developer Avetta last summer, among his list of priorities was the daunting task of better …

595: The Flight to Digital | Virpy Richter, CFO, Awin Global

May 6th, 2020


It was supposed to be the type of introduction that would help to break the ice between a new business leader and her direct reports. However, the …

594: The Art & Science of Raising Funds | Chris Mausler, CFO, PeerNova

May 3rd, 2020


When it comes to raising money from the investor community, finance executives often find themselves standing in line for job assignments that …

593: Energizing Your Customer Borders | Jim Emerich, CFO, Narvar

April 29th, 2020


For many future finance leaders, the year 2020 is destined to provide the dark moments of doubt that sweeten the upsides to be savored in years to come.

Certainly, few business lessons are more widely cherished than …

592: Beyond Disruption, Capitalizing on New Opportunities | Sameer Bhargava, CFO, Clark Construction Group

April 26th, 2020


Having built a successful career in private equity—including 13 years with formidable Carlyle Group—Sameer Bhargava was probably not the most likely …

591: Why CFOs Must Ask the Difficult Questions | Andrew Casey, CFO, WalkMe

April 22nd, 2020


Years from now, when Andrew Casey reflects back on his CFO career and seeks to make sense of its various chapters, he may want to title the mythical …

590: The Art of Fixing What's Broken | Terry Schmid, CFO, Topia

April 19th, 2020


Purchasing bananas and moving them through a warehouse in less than 24 hours is perhaps not a professional experience widely shared by today’s finance leaders. Still, as Topia CFO Terry Schmid tells it, mastering banana …

589: Builder, Fixer, Finance Chief | Bob Feller, CFO, Workforce Software

April 15th, 2020


Last November, CFO Bob Feller achieved a career milestone of sorts when he celebrated his fifth anniversary as Workforce Software’s finance leader.

“Prior to this, the longest that I have ever stayed anywhere has been …

588: FinTech Goes Beyond the Paycheck | Brian Whalen, CFO, Branch

April 12th, 2020


Back in 2008, when auction giant eBay acquired Bill Me Later (BML), a Maryland-based payment credit company, Brian Whalen and his BML colleagues …

587: Looking Around the Next Corner | Bill Koefoed, CFO, OneStream Software

April 8th, 2020


When asked whether a new sales enablement hire would be a “direct report,” Bill Koefoed, CFO of OneStream Software, replied: “Organization matters …

586: Why it's Time for B.I. to Turn the Page | Mohit Daswani, CFO, ThoughtSpot

April 5th, 2020


When Mohit Daswani stepped into the CFO office of Sunnyvale, Calif.-based ThoughtSpot this past January, he ascended to something more than just another finance leadership position inside a SaaS start-up.

Daswani was …

585: A Taste for Opportunity | Ankur Agrawal, CFO, Cooks Venture

April 1st, 2020


As the newly appointed CFO of agtech start-up Cooks Venture, Ankur Agrawal lists one of his favorite duties as designing menus. Of course, we are …

584: Keeping an Eye on KPIs | Omar Choucair, CFO, Trintech

March 29th, 2020


Along his path to the CFO office at technology firm Trintech, Omar Choucair’s segue from radio to high tech was among his most consequential career …

583: An Appetite for Change | Tod Nestor, CFO, Energy Focus

March 25th, 2020


Nestor: Energy Focus is an LED lighting and controls company. LED lighting is like comparing a smartphone to a rotary phone. LED lights are actually …

582: Fortifying Your FP&A Footing | Robert Richards, CFO, Centauri

March 22nd, 2020


CFOTL: Tell us about this business - what does it do and what are its offerings?

 Richards: Centauri is a government services business. We've been growing at about 20% a year, on an organic-only basis, for the past four …

581: Applying Your Fresh Eyes to the Role| Anthony Coletta, CFO, SAP, NA

March 18th, 2020


CFOTL: Share with us a finance strategic moment? 
Coletta: The most recent strategic moment that sticks with me goes back two years to when I moved …

579: When Your Two Worlds Become One | Shari Freedman, CFO, Room to Read

March 11th, 2020


CFOTL: What are your priorities as a finance leader over the next 12 months?

Freedman: Here at Room to Read, we've just launched our 2020–2025 strategic plan, of which one of the core parts is the continued build of our …

578: The Awesome Power of FP&A | Jason Child, CFO, Splunk

March 8th, 2020


Less than a year after his arrival at Splunk—a fast-growing, San Francisco–based software developer—CFO Jason Child appears to have been fully …

577: Rethinking Sales Productivity | Carolyn Koehn, CFO, Boomi

March 4th, 2020


When finance leader Carolyn Koehn looks back on her career to identify the experiences that she feels best prepared her for a CFO role, she shares a …

576: Finance & the Beat of the Drum | Guido Torrini, CFO, Celonis

March 1st, 2020


It doesn’t take long for CFO Guido Torrini of Celonis to draw our attention to the burden of the growing pools of data within organizations and the …

575: The Benefits of Openness | Anup Singh, CFO, Illumio

February 26th, 2020


Among the more novel approaches that CFO Anup Singh has recently used to help advance a more open working environment at Illumio, of Sunnyvale, California, was the creation of a channel inside the instant messaging …

574: The Age of the Real-Time CFO | Mike Ellis, CFO, Flywire

February 23rd, 2020


Knowing that Mike Ellis has been the CFO of several growth companies, we can’t help but ask him about his tour of duty at the Massachusetts Port …

573: CBD: Sizing Up the Opportunity | Alan George, CFO, Ojai Energetics

February 19th, 2020


mong the different experiences that Alan George credits with having prepared him for a CFO role, one office meeting looms large.

After he had spent …

572: Measuring the Efficiencies of Customer Acquisition | David Burt, CFO, ServiceTitan

February 16th, 2020


Years from now, when finance leader David Burt is reminiscing about his varied career chapters, you might imagine a captivated listener politely …

571: Optimizing Your Pipeline's Velocity |Greg Wookey, CFO, Boulevard

February 12th, 2020


Inside the world of retail businesses, Greg Wookey’s CFO career has advanced down a path that parallels the sector’s growing appetite for more sophisticated software.

Such was the case roughly 10 years ago, when he …

570: Discovering What Makes Customers Happy | Sue Vestri, CFO, Greenphire, Inc.

February 9th, 2020


In the past, Sue Vestri has told friends that she has achieved CFO success by routinely working herself out of jobs.

Vestri is not alone. Certainly, …

569: Growing Your Team's Knowledge Base | Raj Dani, CFO Ping Identity

February 5th, 2020


Back in the early 1990s, with both feet firmly planted on an auditing career path inside Price Waterhouse’s Tampa, Florida, office, Raj Dani decided to take a detour into the accounting house’s M&A advisory practice.

568: It's the Narrative that Matters | Lanny Baker, CFO, Eventbrite

February 2nd, 2020


CFOTL: What are your priorities as finance leader over the next 12 months? 
CFOT:" Here at Eventbrite, my priorities are to bring focus and simplicity. We just went through our planning experience for 2020. We started …

567: When Growth & Risk are Synonymous | Kevin Jacobson, CFO, LogicGate

January 29th, 2020


Step inside CFO Kevin Jacobson’s office at LogicGate, and there’s little question that you’ll think you’ve entered a realm where growth and risk are often two sides of the same coin.

In fact, LogicGate’s fast path to …

566: Building Your P&L Culture | Scot Parnell, CFO DailyPay

January 26th, 2020


We are nearly at the end of our interview with Scot Parnell when we ask him to explain what led him to accept the CFO position at DailyPay, a company …

565: A Fintech Unicorn Burnishes its Risk Management Brand | Michael Tannenbaum, CFO, Brex Inc.

January 22nd, 2020


Tannenbaum: At Brex, pretty early on, I was kind of familiar with the banking landscape from when I had been in investment banking. The group that I had been in actually served regional banks, so I did a lot of …

564: Synchrony Steps Beyond the Shadow of its Historic Roots | Brian Wenzel, CFO, Synchrony

January 19th, 2020


CFOTL: Having splitout from GE- we would imagine there were certain business processes already in place at Synchrony, while others processes had to …

563: Energizing Your Entrepreneurial Mind-set | Stephen Grist, CFO, Bohemia Interactive Simulations

January 15th, 2020


It was back in 2002, Stephen Grist says, when he first punched through a surface of rigid assumptions to grasp the innovative levers that would …

562: A Window Into the Future | Anna Brunelle, CFO, Kinestral Technologies

January 12th, 2020


Asked to reflect on those experiences that she feels prepared her for a finance leadership role, a cash flow statement quickly comes to mind for Anna …

561: Identifying the Levers for Efficient Growth | John Evarts, CFO, Mediafly

January 8th, 2020


Ten years or so ago, the expression “never waste a downturn” became a popular maxim among business leaders who viewed the economy’s downward spiral …

560: When Your Tactic Becomes Your Strategy | Raman Kapur, CFO, Moogsoft

January 5th, 2020


Years from now, if Silicon Valley’s glitterati were ever to gather to celebrate the opening of a National Cloud Computing Museum, CFO Raman Kapur …

559: Establishing Your Work Ethos | Bea Ordonez, CFO, OTC Markets Group, Inc.

January 1st, 2020


Perhaps, unlike most of her professional peers, when Bea Ordonez first interviewed for a CFO role, she got the job. At the time, perhaps no one was …

558: Achieving Ongoing Customer Value | David Ertel, CFO, Vizient

December 22nd, 2019


CFOTL: What metrics are top of mind for you?
ERTEL: Largely defined, most of Vizient's revenue is—I'm going to put it in air quotes—"subscription-oriented." Some of it is literal subscriptions, whether SaaS or other …

556: Preparing Your Organization for Change | Amy Shelly, CFO, The OCC

December 15th, 2019


CFOTL: What are the numbers or metrics that are always top of mind for you? 

Shelly: Ninety-five percent of our revenue is driven by the volume that …

555: Two Worlds One Career | Mike Kaseta, CFO, Aerami Therapeutics

December 11th, 2019


Few megadeals within the past decade have received as many recurring kudos as the acquisition of Genzyme, of Cambridge, MA by France’s biggest pharmaceutical company, Sanofi.

The marriage of Sanofi and Genzyme appears …

554: Achieving a Strategic Capital Structure | David Moss, CFO INmune Bio

December 8th, 2019


Among the many lessons that David Moss has learned along the trajectory of his 25-year finance career, the one to which he refers simply as “the $3 million sweatshirt” is perhaps the most enduring.

Even after 20 years, …

553: Rebuilding a Spin-off's Missing Parts | Ravi Chopra, CFO, SonicWall

December 4th, 2019


Ravi Chopra has built his career inside finance functions designed to serve growth-minded management. Such was the case in the late ’90s when Chopra joined Cisco Systems, which at the time was experiencing 50% growth …

552: Making Customer Outcomes Top of Mind | Valerie Burman, CFO, Guidespark

December 1st, 2019


Had Valerie Burman entered the CFO office a decade ago, you wonder whether the role would be as good a match for the accomplished finance executive …

551: Capitalizing on Efficiencies to Unlock New Value | Chris Sands, CFO, MineralTree

November 24th, 2019


When Chris Sands accepted an investor relations position at a midsize health care firm, he did so with the understanding that he would be permitted …

550: The Funnel: Where Sales & Finance Meet | Andrew Hicks, CFO, Advanced

November 20th, 2019


For every top sales leader who confides to friends that he or she is really a numbers freak at heart, there’s an Andrew Hicks, who, as CFO of …

549: Stay the Course | Cort Townsend, CFO, Kofax Software

November 17th, 2019


As is the case with many finance leader resumes, Cort Townsend’s reveals a repetition of professional advancement and achievement that allows casual readers to quickly validate his CFO credentials. However, like those …

547: Enters the Change Agent | John Karnes, CFO, Vertafore

November 10th, 2019


CFOTL: What are your top of mind metrics?

Karnes: I think about metrics sort of under three rubrics. The first is what I would think of as a …

546: When Speed to Market Matters Most | Richard Steinhart, CFO, Bioxcel Therapeutics

November 6th, 2019


When asked what sets BioXcel Therapeutics apart from other clinical-stage biopharmaceutical companies, CFO Richard Steinhart doesn’t mention a specific drug or therapy. Instead, he describes a system that the company …

545: Get in Gear with ARR | Ken Stillwell, CFO, Pegasystems

November 3rd, 2019


The way Ken Stillwell tells it, his career as a CFO can be divided into two distinct worlds: the world before ARR and the world after ARR.

ARR, of course, is the acronymic identifier for the widely used SaaS metric …

544: Tales of a Finance Journeyman | John Pokorney, CFO, LeTip International

October 30th, 2019


Few finance leaders have boiled down the take-aways from their career journeys into as many palatable, bite-size portions as John Pokorney, CFO of LeTip International. Having found his original finance door of entry at …

543: Whetting Your Firm's FP&A Appetite | Paul Willson, CFO, Compeat

October 27th, 2019


After years of careful finance career–building within the healthcare sector, Paul Willson came upon an opportunity inside Austin’s energetic …

542: Now See This: One CFO's Data Visualization Mantra | Tim Zue, CFO, Boston Red Sox

October 23rd, 2019


­­­When it comes to guessing a person’s email address, most of us would agree that the best way to optimize your odds of success is to first assume …

541: Energizing Your Stakeholder Network | Smital Shah, CFO, ProQR

October 20th, 2019


As an Indian citizen living in the United States and working for a Dutch company, CFO Smital Shah frequently spends her days on conference calls with investors from Asia, Israel, or Europe.

On every investor call, at …

540: When the Whole is Greater | Lucy Rutishauser, CFO, Sinclair Broadcast Group

October 16th, 2019


Like a savvy investor, Lucy Rutishauser built her early career by carefully tracking the activities of different companies. Sometimes, to glean …

539: Own Your Next Challenge and Your Career | Jason Lin, CFO, Centage

October 13th, 2019


While tours of duty at struggling companies are seldom viewed as enviable career chapters for most professionals, finance leaders are often apt to savor the lessons that such tours of duty bring forth and even draw …

538: When Saying "No" is a Strategic Imperative | William Edmondson, CFO, 1E

October 9th, 2019


The mass migration of software developers from perpetual licensing to subscription licensing models has allowed quite a few CFOs to enrich their strategy credentials in recent years. It’s a movement that has allowed …

537: When Every Megawatt Matters | Sharif Metwalli, CFO. Vantage Data Centers

October 6th, 2019


When Sharif Metwalli decided that the time was right to accept a CFO position with Vantage Data Centers, he was confident that he had found a company that allowed him to check all of the boxes when it came to his …

536: Finance & the Big Shift | Brian Swartz, CFO, Cornerstone OnDemand

October 2nd, 2019


When asked about the experiences that prepared him for a finance leadership role, Brian Swartz, CFO of Cornerstone OnDemand, doesn’t hesitate to …

535: Wiring Your Customer Centric Organization | Sarah Murphy, CFO, BSI Americas

September 29th, 2019


As she approaches her 20th year with BSI Group, Sarah Murphy repeats the word “variety” when asked why she turned a blind eye to other opportunities outside the company known to many as an exemplar of business …

534: Finding Your Operational Footing | Constance Minc, CFO, IFS

September 25th, 2019



When a company opts to recruit a finance leader from the “outside world,” it’s not uncommon these days for the future CFO to first serve in a …

533: Grasping the Levers for Growth | Jeff Friedman, CFO, Savi Technology

September 22nd, 2019


CFOTL: What comes to mind when we ask for a finance strategic moment?

Friedman: MCI itself, during the ’90s, was a great place. I was there for just a little bit more than nine years. The opportunity within that …

532: How the CFO Office Cured an Operations Itch | Erik Ostrowski, CFO, AVROBIO

September 18th, 2019


“A CFO role was something that I had not yet really envisioned for myself,” explains CFO Erik Ostrowski when asked about the investment banking …

531: An Appetite for Opportunity | Jamie Cohen, CFO, ANGI Homeservices

September 15th, 2019


The recent opening of a Chicago office of ANGI Homeservices is one that the firm would like to replicate, but not in terms of size (the site has a …

530: Embracing the Age of Mobile Finance | John Orton, CFO, Amplify Credit Union

September 11th, 2019


For most of us, the act of “throwing the book” at someone is just an expression meant to conjure up the image of a judge throwing a book of laws at a criminal as punishment. However, the visual that CFO John Orton …

529: Once Upon A Time Inside the World of Hospitality | Ashish Parikh, CFO, Hersha Hospitality Trust

September 8th, 2019


CFOTL: What comes to mind when we ask for a finance strategic moment? 
Parikh: I think that I'd have to go back to the great financial crisis for a finance moment, the week after Lehman Brothers failed, when I actually …

528: Opening the Enterprise Growth Chapter | Horacio Yenaropulos, CFO Belatrix Software

September 4th, 2019


CFOTL: When we ask for a finance strategic moment what comes to mind?

Yenaropulos: Maybe we can look at one of my experiences when I was living in …

527: A Career In Step with the World | Andreas Schulmeyer, CFO, Better Choice Company

September 1st, 2019


Among all of what is remarkable about Andreas Schulmeyer’s finance career, the timing with which he enters and exits different career chapters is …

526: The Inside Out World of a Carve-Out CFO | Graham Ballbach, CFO, Riverside Insights

August 28th, 2019


Ballbach:  We found something really interesting on the go-to-market side that I believe will have a major impact on our top-line growth, and it came through the analysis that the finance team conducted. We looked at …

525: Rule Number One: Follow the Science | Kimi Iguchi, CFO, Sage Therapeutics

August 25th, 2019


CFOTL: Help us to understand what sets Sage and its offerings apart?

Iguchi: In eight years we’ve developed a company that’s at about nine and a half …

524: The Transformative Power of Data | Ben Luety, CFO, Seattle Indian Health Board

August 21st, 2019


When Ben Luety first arrived inside the CFO office at the Seattle Indian Health Board, he would frequently rely on his smartphone’s roaming service …

523: When Your Customer is Fortune One | Judy Bjornaas, CFO, ManTech International Corp.

August 18th, 2019


When Judy Bjornaas first arrived at ManTech International eight years ago, the company relied on a variety of processes and policies that were widely …

522: Advancing Your Operational View | Marty Meyer, CFO, GAN Integrity

August 14th, 2019

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There are finance leaders that boast of having always been entrepreneurs in their hearts, who can quickly serve up a story …

521: Resolve & Realization: A CFO's Life Sciences Journey | Marc Schegerin, CFO, ArQule

August 11th, 2019


Marc Schegerin’s arrival inside the CFO office at ArQule is either a fortunate accident or a feat of singular career building precision. For there is …

520: Inside the Arena Makeover | Kevin Lind, CFO, Arena Pharmaceuticals

August 7th, 2019


Up until about three years ago Kevin Lind would likely have been identified as yet another gifted private equity executive – capable of issuing …

519: Understanding Your Talent Investment | Bernard Huger, CFO, OneLogin

August 4th, 2019


“You want to be a CFO.” The second the words reached his ears, Bernard Huger experienced a moment of clarity that ultimately lifted a stubborn fog …

518: Illuminating the Product Development Path | Pete Tantillo, CFO, RapidRatings

July 31st, 2019


Pete Tantillo recalls being somewhat surprised when he discovered that his career path could be leading to the CFO office. “I’m sort of an accidental …

517: Empowering Your Team to Teach Others | Pete D'Arrigo, CFO, Envestnet

July 28th, 2019


When Pete D’Arrigo is asked to identify the business growth milestones that punctuate his 13-year CFO tenure at Envestnet, he pays passing homage to the company’s 2010 IPO–before drawing our attention to a convertible …

516: Illuminating the Science for All to See | Usama Malik, CFO, Immunomedics

July 24th, 2019


“It’s the economics, the finance,” says CFO Usama Malik, who quickly adds the words “and the accounting” to his short list of finance leader action items. Malik begins where most CFOs end–with the economics behind the …

515: Owning Your Firm's Destiny | Nathan Feather, CFO, Prime Revenue

July 21st, 2019


A little more than 13 years ago, when Nathan Feather joined PrimeRevenue–an upstart supplier of supply chain financial services–the 20-member enterprise was just signing up its first direct customers. “We were a …

514: Building a Better Dashboard | Perry Wiggins, CFO APQC

July 17th, 2019


As CFO Perry Wiggins recounts the different door-opening opportunities that allowed him to advance to the CFO office, APQC’s finance leader doesn’t hesitate to expose the seldom-mentioned sensation that frequently …

513: Achieving Your IPO Milestone | Kelly Steckelberg, CFO, Zoom Video Communications

July 14th, 2019


A little more than 18 months ago, when CFO Kelly Steckelberg joined Zoom Video Communications, there were a number of key hires that needed to be made if the company was going to achieve its goal of selling shares to …

512: Delivering on Solar's Promise | Ronen Faier, CFO, SolarEdge Technologies

July 10th, 2019


As Ronen Faier recalls the career-building ups-and-downs of being entrepreneurial CFO, few memories appear to be more vivid than a meeting with Guy Sella, a seasoned Israeli entrepreneur, who invites Faier to lead the …

511: Getting Your Data Groove On | Elizabeth Salomon, CFO, Xactly Corp.

July 7th, 2019


Back in the early 1990s, while a senior manager at Ernst & Young, Elizabeth Salomon was selected to be an “Accounting Fellow” at the OCC – the …

509: Removing the Friction Between Sales & Finance | Joe Aho, CFO, Compuware

June 30th, 2019


If CFO Joe Aho’s career DNA were uploaded to, he would likely discover a family tree populated with no less than five financial planning …

508: Behold the Productization of the Office | Michael Knott, CFO, EQ Office

June 26th, 2019


It was the type of introduction that finance executives will invest decades of thoughtful career-building to receive. After dwelling nearly 20 years …

507: All Eyes On Cloud Spend| James Denena, CFO, Snow Software

June 23rd, 2019


Like many CFOs, one company more than others dominates James Denena’s finance career building years. Denena spent more than ten years at Applied Materials of Santa Clara, California where an executive development …

506: Boarding the Moving Train | Sean Sobers, CFO, Quantenna Communications

June 19th, 2019


Asked to supply us with a finance Strategic moment, CFO Sean Sobers recalls an acquisition completed during an earlier chapter of his career. Convinced the the acquired company was only capable of yielding a meager …

505: Making a Difference | Michelle Naus, CFO, Tri-County Mental Health Services, Inc.

June 16th, 2019


The young man’s smile is broad and welcoming. It’s the type of photo that colleges and universities frequently use to attract young applicants. …

504: Understanding Your Customers | Steve Coughran, CFO, EMJ Corporation

June 12th, 2019


Inside the middle market today, it’s not uncommon to find a seasoned private equity executive serving as CFO of one his or her firm’s portfolio …

503: Reaching More Ears with the Universal Language of Finance | Ryan Hymel, CFO, Playa Hotels & Resorts

June 9th, 2019


A number of years after he first joined the lodging and hospitality industry, Ryan Hymel recalls being confronted by a fork in the road. Having labored deep inside his company’s M&A growth engine, he realized that …

502: Keeping Your Plan in Hand | Mark Guerin, CFO, Onconova Therapeutics, Inc.

June 5th, 2019


Twenty four months ago CFO Mark Guerin had a pretty clear notion of what he wanted Onconova’s financial footing to look like during the second half of 2019. However, the question that lingered was whether the plan …

501: Why the Message Matters | Steven Gaven, CFO, Boston Private

June 2nd, 2019


Many CFOs have told us that storytelling is a big part of being a successful CFO today. However, quite a few finance leaders have told us that this …

500: The Push to Drive Profitability | Katherine Edenbach, CFO, Certify

May 29th, 2019


Years from now when Katherine Edenbach looks back on her CFO career, 2019 might be remembered as a pendulum year – or a year when her priorities as …

499: When Leveraging Footprint Economics | Nadeem Moiz, CFO, Select Interior Concepts

May 27th, 2019


When asked what his priorities are as a finance leader over the next 12 months, CFO Nadeem Moiz supplies an answer that uses the phrase “shareholder …

498: Invest, Execute & Perform | Dan Fletcher, CFO, Host Analytics

May 23rd, 2019


Asked to reflect on his path to the CFO office, Dan Fletcher characterizes his years in private equity as being more operationally focused than transaction focused. Or at least, he recalls being drawn more to the …

497: Rites of Passage Along the Commercialization Path | Tim Adams, CFO, ObsEva

May 22nd, 2019


Three years ago, Tim Adams probably never imagined that today he would be taking spin classes in Geneva, Switzerland. At the time, the seasoned …

496: Making Finance Your Company's Information Hub| Adam Meister, CFO, Talend

May 19th, 2019


A career stint inside the corporate development realm at Visa – quickly came to mind for CFO Adam Meister when asked about those experiences he believed shaped his CFO mindset. Characterizing his time at Visa as more “a …

495: Putting Three Wheelers in Gear | Bal Bhullar, CFO, Electra Meccanica Vehicles Corp.

May 15th, 2019


Thanks to an entrepreneurial itch, Bal Bhullar will never be a conventional CFO. In fact, her CFO resume may be the only one ever to include …

494: The Fruitful Mix of Mindbody & Data | Brett White, CFO, Mindbody, Inc.

May 12th, 2019


One of Brett White’s first assignments as a CFO was also one of his toughest. Back in 2001, with 10 years of career-building at Oracle Corp. behind …

493: A CFO for All Seasons | Vijay Kumar, CFO, Sify Technologies

May 8th, 2019


At times, it must seem to Vijay Kumar that his 12-year tenure as a CFO has been spent not at one company but three. This must be a sense that most …

492: Moving Finance to the Center | David Evans, CFO, Cardlytics

May 5th, 2019


It wasn’t long after David Evans arrived inside the CFO office at Cardlytics that finance team members learned that their office surroundings were …

491: When the Virtues of Organic Growth Trump M&A | Arthur Levine, CFO, Sensus Healthcare

May 1st, 2019


Back in 2014, shortly after Arthur Levine first stepped into the CFO office at Sensus Healthcare, the fast-growing medical device company hit a sizable speed bump. A growing number of future Sensus customers were …

490: Telling Your Story in Real Time | Craig Nickerson, CFO, insightsoftware

April 28th, 2019


When it comes to newbie accountants, few clients are more coveted within the realm of public accounting than those preparing for an IPO. So it was back in the early 1990s, when Craig Nickerson found himself knee-deep in …

489: The Elements of Transformation | Ted Myles, CFO, AMAG Pharmaceuticals

April 24th, 2019


When Ted Myles is asked to reflect back on his early efforts to land a CFO role – he arguably sounds a little bit like a safe cracker: “Breaking into …

488: When Shareholder Dividends Equal Fewer Going Hungry | Chris Whitfield, CFO, MANA Nutrition

April 21st, 2019


From the moment Chris Whitfield stepped into the CFO office at Mana Nutrition, it was clear to him that various snags in the organization’s information flows were keeping the not-for-profit’s board members on edge. To …

487: Putting Your Organization on an Even Keel | Robin Gantt, CFO, Northwest Pipe

April 17th, 2019


It’s unlikely that this is the first sentence ever to include the phrase “even-keeled” alongside the name Robin Gantt, but this is a pairing that bears repeating here to reveal not only an obvious character trait of our …

486: Counting Your Customer Success Milestones | Matthew Fahy, CFO, FinFit

April 14th, 2019


When Matt Fahy identifies the opportunities that have punctuated his finance career, he credits subscription revenue models as having played a …

485: Finding a Cure for the IPO Blues | Mark Lee, CFO, Forge

April 10th, 2019


Before joining Goldman Sachs back in the late 1980s, Mark Lee was a finance manager at Hewlett-Packard Co. Today, Lee fondly recalls being mentored …

484: Milestones for a CFO Barn Raiser | Andrew Guggenhime, CFO, Dermira

April 7th, 2019


When asked about his arrival at Dermira, CFO Andrew Guggenhime explains: "I was the 22nd employee, and today we have over 300."

Along the way, the company executed an IPO, reached a market value of $1 billion, received …

483: Making FP&A a Road Map for the Business | Glynis Bryan, CFO, Insight Enterprises, Inc.

April 3rd, 2019


There was a time when Glynis Bryan imagined herself someday retiring from Ryder System, Inc.—a company she entered as an intern and would later exit …

482: When Opportunities Reveal Themselves | Wilco Groenhuysen, CFO, Novocure

March 31st, 2019


Near the end of our discussion with CFO Wilco Groenhuysen, he recommends a book while confiding:  "It's not a great book—but it has a big lesson."

"Opportunities exist for only for a short time. So when you see an …

481: Achieving a Milestone Transaction | Mike Myshrall, CFO, Cyren

March 27th, 2019


Of all the finance milestones that CFO Mike Myshrall uses to illustrate Cyren's appetite for success, perhaps few are more enlightening than the one …

480: Bringing a Metric to Life | Mark Patrick, CFO, Syngenta

March 24th, 2019


Sometime in the next three to six months, Syngenta AG, a Swiss-based agribusiness company, is expecting to welcome a clan of ambitious offspring. Months, even years in the making, these fruit from a forward-looking …

479: Keeping the Customer Top-of-Mind | Stefan Schulz, CFO, PROS Holdings, Inc.

March 20th, 2019


Among the many flights that CFO Stefan Schulz has taken between Minneapolis and Houston over the years, few are etched in his memory better than a …

478: Numbers: CFO Leadership's Lightning in a Bottle | Sebastien Martel, CFO, BRP

March 17th, 2019


It was late for a workday (perhaps after 9:00 p.m.) when Seb Martel shared his team's candid findings with a collection of top managers tasked with …

476: Virtual Finance Leadership Is Her Reality | Jill Vogin, CFO, TrainingPros

March 10th, 2019


TrainingPros CFO Jill Vogin describes her early-career public accounting experience as a “virtual master’s degree” in corporate finance and accounting. It was also something of a good omen, given that Vogin now leads …

475: Advancing Product to Enter the Next Stage of Development | Buck Phillips, CFO, G1 Therapeutics

March 6th, 2019


G1 Therapeutics CFO Barclay “Buck” Phillips set his sights on the CFO position on day one of his very first job back in high school. After he hustled …

474: Legacy of a Finance Leader | Corinne Hua, CFO, Traction on Demand

March 3rd, 2019


A Chief Story Officer’s Legacy

Given that finance executives are the top number-crunchers in the organization, it’s fascinating to hear Traction on Demand CFO Corinne Hua describe people, conversations, and narratives …

473: Guidance for your C-Suite Ascent | Emma Reeve, CFO, Constellation Pharmaceuticals

February 27th, 2019


Guidance for your C-Suite Ascent

A global finance executive with a passion for healthcare, Constellation Pharmaceuticals CFO Emma Reeve offers straightforward advice to aspiring finance chiefs: continually add new …

472: Finding True North in the Land of Fast Casual | Patrick Harkleroad, CFO, Chanticleer Holdings

February 24th, 2019


Chanticleer Holdings CFO Patrick Harkleroad knows how to distinguish between signals and noise. That’s evident when he’s helping colleagues mine an …

471: When a Megatrend Came Knocking | William Acheson, CFO, GWG Holdings

February 20th, 2019


From a career development standpoint, one of the best things William Acheson did to reach the CFO office was stepping away from corporate finance and accounting for 15 years. After coming up on the public acconting …

470: Rethinking Corporate Structures | Sean Cassidy, CFO, Arvinas

February 17th, 2019


Arvinas CFO Sean Cassidy caught the high-growth bug early in his career. Shortly into his stint with Deloitte, Cassidy transitioned from a massive global financial services company to work with middle-market clients. He …

469: A Strategic Leader Gets His Bearings | Jim Peters, CFO, Whirlpool Corporation

February 13th, 2019


When Whirlpool CFO Jim Peters joined the company at the director level 15 years ago, he was thrust into the thick of a pivotal M&A deal that also …

468: A Cross-Functional Black Belt | Justin Spencer, CFO, Vocera Communications

February 10th, 2019

A Cross-Functional Black Belt

Vocera Communications CFO Justin Spencer’s strategic-finance breakthrough had little to do with corporate finance and everything to do with the drivers of strategic success. In an earlier …

467: The Exponential Value of Saying: Thank You | Elena Gomez, CFO, Zendesk

February 6th, 2019


Choose Your Words Carefully

Zendesk CFO Elena Gomez followed up a top-notch education (a degree from UC-Berkley’s Haas School of Business) with a …

466: Energizing the Realm of Early Stage Pharma | Jeff Farrow, CFO, Global Blood Therapeutics

February 3rd, 2019


An Early Dose of Pharma Start-Up Experience

When Global Blood Therapeutics CFO Jeffrey Farrow says he took the corporate-finance career path less …

465: Catching The Next Wave, Again and Again | Steve Cakebread, CFO, Yext

January 30th, 2019


A Humble Take on a Hall-of-Fame Career

Yext CFO Steve Cakebread’s resume is extraordinary given the preeminent companies he’s worked for (HP, Silicon Graphics, Autodesk,, Pandora and Yext), the new …

464: Shortening Your Customer's Time to Value | Gordy Brooks, CFO , FinancialForce

January 27th, 2019


One of FinancialForce CFO Gordy Brooks’ most valuable early career-building experiences began by butting heads with his CEO. The chief executive insisted on issuing sales commissions on a weekly basis – an ask that …

463: Determining Your Course of Action | Jennifer Ceran, CFO, SmartSheet

January 24th, 2019


A regular on Treasury and Risk Management Magazine’s “100 Most Influential People in Finance” list, Smartsheet CFO Jennifer Ceran joined the company, …

462: Understanding What Drives the Numbers | Justin Crotty, CFO, Anaqua

January 20th, 2019


Props to Anaqua CFO and COO Justin Crotty for allowing us to first zero-in on his early career chapters when the economy showed no mercy.  Crotty, who joined the leading provider of intellectual property management …

461: Authoring Your Finance Career Adventure | Andrew Jackson, CFO, Ra Medical Systems

January 16th, 2019


On first glance, Ra Medical Systems CFO Andrew Jackson’s 20 years as a finance executive in life sciences and technology companies seems have …

460: Advancing Down Your Growth Path | Chris Menard, CFO, BlueSnap

January 13th, 2019


Of the three traditional paths to the finance chief’s seat, Bluesnap CFO Chris Menard took the approach less traveled, and it’s made quite a difference. Most fledgling finance executives begin their journey in public …

459: Savoring Your Risk Mitigation Opportunities | Rejji Hayes, CFO, CMS Energy

January 9th, 2019


In a sector known for advancing leading-edge risk mitigation strategies, CFO Rejji Hayes offers a risk-minded response to those who ask why he steered his career into the power and energy sector.

“I had this epiphany …

458: Championing a Vision of What Change Looks Like | Tony Tripeny, CFO, Corning Inc.

January 6th, 2019


Tony Tripeny’s remarkable career at Corning can be defined by some impressive numbers: 33 years of service in every aspect of corporate finance at …

457: Advancing Your Long-Term View | Sean Quinn, CFO, Cimpress

January 2nd, 2019


Cimpress CFO Sean Quinn likes to set increasingly difficult professional goals for himself. His commitment to continual personal growth hasn’t hurt …

453: Getting a Read on Customer Patterns| Anitha Gopalan, CFO, Catalant Technologies

December 19th, 2018


Serving as a corporate finance executive for an organization on the perilous journey from “small and private” to “large, publicly listed, and thriving” taught Catalant CFO Anitha Gopalan what to hone in on as a finance …

452: When Being Mission-Driven Means Data-Driven| Pavan Makhija, CFO, Possible

December 16th, 2018


The executives and staffers profiled on Possible’s web site are described by the non-profit integrated healthcare provider as “possibilists” – “people with the perspective to embrace extraordinary challenge and the grit …

451: Advancing When the Time is Right - But Not Before | Guy Melamed, CFO, Varonis Systems

December 12th, 2018


Whenever he’s faced a difficult crossroads in life or business, Varnonis CFO Guy Melamed focused squarely on goals – sticking to them and scoring …

450: The Visual Thinker | Damon Fletcher, CFO, Tableau

December 9th, 2018


Before joining Tableau four years ago and taking over the CFO seat last July, Damon Fletcher worked through a progression of experiences that could …

449: How Data is Fueling a Not -For-Profit's Greater Mission | Kote Lomidze, CFO, World Learning

December 5th, 2018


Cloud ERP + Time = Strategic Influence

When Kote Lomidze became World Learning’s CFO four years ago, he immediately began enhancing the functionality of a cloud-based ERP platform the global educational non-profit had …

448: A Truly Transformative Chapter | Michael Hug, CFO, Wyndham Destinations

December 2nd, 2018


After starting his career in a Big 4 accounting firm and then steadily ascending through numerous (and varied) corporate finance roles over nearly …

447: Making Shareholders Top of Mind | Alex Garini, CFO, Sysmex America

November 28th, 2018


Prior to joining Sysmex, a medical diagnostic testing equipment and information systems technology company, five years ago, spent his formative years …

446: The Pulse of Success | V. Suryanarayanan (Surya), CFO, Mphasis

November 25th, 2018


Eagle-eyed vision may be Mphasis Executive Vice President and CFO V. Suryanarayanan’s most valuable leadership skill. His ability to zero in on crucial but obscured factors – market conditions affecting the timing of an …

445: How Finance "The Connector" is Wiring Organizations | Michael Bayer, CFO, Wasabi

November 21st, 2018


Wasabi CFO Michael Bayer’s career ah-ha moment struck early. He was a college math whiz in the early days of PCs when a professor enlisted Bayer to …

444: Blueprint for a Strategic Finance Chief | Raj Agrawal, CFO, Western Union

November 18th, 2018


When he started his career, Western Union CFO Raj Argawal never expected to wind up leading a global finance function. That seems appropriate today …

443: Trials by Fire & Fortune:  Tales of a Transformational CFO | Tim Saunders, CFO, Canopy Growth Corporation

November 14th, 2018


Tim Saunders seems like the kind of leader you’d absolutely follow into battle. He thrives in high-pressure situations, remains cool under pressure …

442: The Context Shifter| Naeem Ishaq, CFO, Circle

November 11th, 2018


Circle CFO Naeem Ishaq’s Forrest Gumpian career trajectory has given him extraordinary exposure to most of Silicon Valley’s touchstone technologies – …

439: Keeping CROCI Top of Mind | Amit Singhi, CFO/COO, The Piston Group

October 31st, 2018


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438: The Skills Development Path | Four CFOs Discuss Techniques for Acquiring Skills

October 28th, 2018


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437: The Big World of Microfinance | Pamela Yanchik Connealy, CFO, Kiva

October 24th, 2018


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436: Making "Try It & Track It" Your Finance Mindset | Bob Cruickshank, CFO, ezCater

October 23rd, 2018


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435: Team Design: Four CFOs Reveal Design Insights

October 17th, 2018


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434: The Courage to Challenge Without Bias | Rick Young, CFO Tangoe

October 15th, 2018


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432: Sizing Up Streaming with Steve Louden, CFO, Roku

October 7th, 2018


While the viewing public watches TV – Roku CFO Steve Louden and his finance team are watching Roku’s data – a treasure trove of viewing tastes, habits and streaming developments that are being derived from the billions …

431: Arriving at Your S-Curve's Inflection Point | Sian Wang, CFO, FastSpring

October 3rd, 2018


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430: Identifying Metrics That Drive Revenue | James Ciroli, CFO, Flagstar

September 30th, 2018


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429: Three Dealmakers Inside & Out

September 26th, 2018


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428: How do You Measure Your Business? | Marc Linden, CFO, Sage Intacct

September 24th, 2018


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423: Own Your Transactions | Nick Luff, CFO, RELX Group

September 5th, 2018


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422: The Age of the Super Controller | David Morris, CFO, Guardian Pharmacy

August 29th, 2018


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421: Crossing the C-Suite | Four CFOs Turned CEO

August 26th, 2018


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420: Making Life Decisions | Six CFOs Reveal How Their Private & Professional Lives Are One

August 23rd, 2018


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419: The Time is Now | Jim Sherman, CFO, Avionos

August 19th, 2018


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417: Updating Your Data Vision| Paul Oldham, CFO, Advanced Energy

August 12th, 2018


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416: A CFO's Doorway to Independence | Patrick Shannon, CFO, Allegion

August 8th, 2018


Over a period of 12 years Patrick Shannon served in seven different finance and business development roles inside the sprawling operations of …

415: Your CFO Parachute | Leadership Lessons for Safe Landings Inside the C-Suite

August 5th, 2018


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414: Family, Discipline & the Roots of Leadership | Charmaine Spence Rochester, CFO, Chester County Hospital

August 1st, 2018


When Charmaine Spence Rochester describes herself as the only civilian in a “military family,” you sense a reverence for the two words and the verbal energy that they radiate as a pair. “From what I’ve learned of the …

413: Once is Never Enough | Brenda Morris Serial CFO

July 30th, 2018


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411: Five Finance Leaders Share Their Data Visions

July 22nd, 2018


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410: Monitoring Your Customers | Eric Bartholomae, CFO, Wolters Kluwer Tax & Accounting

July 18th, 2018


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409: Tapping 2nd Century Growth | Brian Lantier, CFO, EHE

July 15th, 2018


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408: The CFO Dealmaker | Mark Biersmith, Jack Walsh, David Mahmood

July 11th, 2018


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407: Three CFOs Make Office Transactions Transformative

July 8th, 2018


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406: Building a Better Firm | Chris Andersen, CFO, Hoefer Wysocki

July 5th, 2018


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403: CEO to CFO: Why Talent Matters

June 25th, 2018


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402: Prepared for The Office | Diane Morefield, CFO, CyrusOne

June 20th, 2018


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401: Renovating the C-Suite | John Sculley, Investor, Former CEO Apple & Pepsi

June 17th, 2018


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399: The Culture Building CFO

June 10th, 2018


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397: The CFO as Business Doctor | Frank Colich, CFO, Skytap

June 3rd, 2018


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396: The Green Fields of Finance | Dave Kellogg, CEO Host Analytics, Inc.

May 30th, 2018


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395: Empowering the Business of Law | Jon Kanter, CFO, Goodwin Procter LLP

May 27th, 2018


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394: Being Prepared When Markets Swing | Pete Childs, CFO, Workfront

May 23rd, 2018


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393: Origins of a Finance Leader | Joseph Falcao, CFO, JSI Store Fixtures

May 20th, 2018


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392: Scratching Your Strategic Itch | Chris Baker, CFO, Goodwill Silicon Valley

May 16th, 2018


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391: The Future of Compensation | Featuring Chris Cabrera, CEO Xactly & Brett Knowles

May 13th, 2018


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390: The Outsiders | 3 CFOs Enter the C-Suite

May 9th, 2018


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389: Right Tools, Right Growth | Teri McEvily, CFO, Riskonnect

May 6th, 2018


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387: Have Your Team Tell the Story | Jennifer Lew, CFO, Aduro Biotech

April 29th, 2018


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386: The Hiring Triangle: CEO, CFO and The Board | Samuel Dergel, Dergel Executive Search

April 25th, 2018


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385: Early Lessons: Five CFOs Share Their Formative Milestones

April 23rd, 2018


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384: When It's Time to Book New Business | Ed Jordan, CFO, Billtrust

April 18th, 2018


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381: The Transformation Catalyst | Anders Liu-Lindberg, Head of Global Finance PMO Maersk

April 8th, 2018


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380: Achieving a Long Term View | Naren Goel, CFO, Ephesoft

April 4th, 2018


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373: The Five Traits of Effective Finance Executives | Bruce Hartman, CFO (emeritus), Foot Locker Inc

March 11th, 2018


Bruce Hartman, former CFO of notable companies like Footlocker and Yankee Candle, reflects back on his early career experiences. His first …

372: Building For Tomorrow | Karen Cambray, CFO, Tamr

March 7th, 2018


Now access our FREE eBook “The Mentoring Round” featuring career insights from 25 of our CFO Thought Leaders:

371: Chronic Listener, Chronic Learner | Tom Hood, Executive Director, MACPA

March 4th, 2018


Join us when Tom Hood recalls discovering his passion for helping accounting and finance professional to realize the collaborative and strategic …

370.5 The Afterpod | Bruce Jaffe, CEO, Donuts Inc.

March 2nd, 2018


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370: A CFO's Strategic Instinct | Kurt Abkemeier, CFO, Fidelis Cybersecurity

February 28th, 2018


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369: The Digital DNA Frontier | Beth Jantzen, CFO, Applied DNA Sciences

February 25th, 2018


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368: Making Management an Open Book

February 21st, 2018

Featuring CFO Thought Leaders

Few names are better known in the realm of multiplatform games than Unity Technologies. The software developer’s focus …

367: The Fungible World of Finance | Andy Mandell, CFO, CoolSys

February 18th, 2018


Now access our FREE eBook “The Mentoring Round” featuring career insights from 25 of our CFO Thought Leaders:

366: Adopting a Subscription Model | John Orlando, CFO, Centage

February 14th, 2018


Now access our FREE eBook “The Mentoring Round” featuring career insights from 25 of our CFO Thought Leaders:

365: Time to Make Donuts Inc. | David Rostov, CFO, Donuts Inc.

February 11th, 2018


Now access our FREE eBook “The Mentoring Round” featuring career insights from 25 of our CFO Thought Leaders:

364: Reading Your Customer's Pulse | Todd Seiffer, CFO, Businessolver

February 7th, 2018


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362: Five IPO Career Chapters

January 31st, 2018


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358: One Year After the IPO | Kim Drapkin, CFO, Jounce Therapeutics

January 17th, 2018


Click Link below to access your free e-BOOK featuring 25 of our CFO THOUGHT LEADERs

357: Establishing Your Data Culture | Phong Le, CFO, MicroStrategy

January 14th, 2018


More finance leaders are discovering how greater numeric transparency across the organization can have a positive impact on employee engagement and …

356: The Power of Optimal Capital Allocation | Sean Quinn, CFO, Cimpress

January 10th, 2018


Click Link below to access your free e-BOOK featuring 25 of our CFO THOUGHT LEADERs

355: When KPIs are Top of Mind | Four CFOs Tell Us Which Metrics Matter

January 7th, 2018



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354.5 The Afterpod | Suk Shah, CFO, Avant

January 5th, 2018


Now access our FREE eBook “The Mentoring Round” featuring career insights from 25 of our CFO Thought Leaders:

345: ASC 606: Ready for Action | Steve Giusti, Controller, Xactly Corp., John Dunican , Armanino, LLP

November 22nd, 2017


Believe the hype. ASC 606 is one of the biggest compliance changes for business since Sarbanes-Oxley.

The new revenue recognition standard goes into effect at the end of 2017 for public companies and at the end of 2018 …

337: Achieving Profitability Milestones | John Kinzer, CFO, HubSpot

October 25th, 2017


Join us when John Kinzer, CFO, HubSpot, outlines his post-IPO timeline, when profitability goals were set and met by the innovative online marketing …

332 Five CFOs Share Their Ah-Hah Moments

October 5th, 2017


Carrie McIntyre, CFO, Interstate Hotels & Resorts | Bill Korn, CFO, MTBC | Andrew Eisele, CFO, JW Player | Barak Ben-Gal, CFO, Symphony Talent |Michael Picchi, CFO, Allconnect |

328: Entering the CFO Office | Four Finance Leaders Recall Their Door of Entry

September 15th, 2017


Join Jeanne Prayther, CFO, e-Builder, Marty Moore, CFO, C2 Education, Carol Wood, CFO, Dizzion, Alan Haughey, CFO, ServiceMaster as they share their …

324.5 The Afterpod | Mark Buthman, CFO emeritus, Kimberly Clark

August 28th, 2017


How do you make a great hire?

Buthman: You know, I had somebody ask me what my leadership philosophy was at one time, and it boils down to working hard and being nice. And so, I have a sign in my office that says, "Work …

322.5 The Afterpod | Mike Foley, CFO, Unity Technologies

August 17th, 2017


When you entered the CFO office for the first time at Unity Technologies, what’s the one piece of advice you wish someone had given you?  

Foley: We …

321.5 Afterpod | Brad Dickerson, CFO, Blue Apron

August 13th, 2017


A distinguished finance leader answers our question: When you entered the CFO office for the first time, what’s the one piece of advice you wish someone had given you?

Dickerson: As far as leadership goes, I keep coming …

320.5 Afterpod | Ralph Bender, CFO, Manship Media

August 10th, 2017


A distinguished finance leader answers our question: When you entered the CFO office for the first time, what’s the one piece of advice you wish someone had given you?

Learn More

317: Data Automation & The Future of Finance | Steve Love, CFO, Dialpad & Brett Knowles, Thought Leader

July 27th, 2017


Join us when Steve Love, CFO, Dialpad and performance thought leader Brett Knowles, reveal how RPA is reshaping corporate functions while making finance’s analytical rigor more accessible across the organization.  …

316: The Color of Money | Vincent Manier, CFO, Ecova

July 24th, 2017


Over the next decade Vincent Manier believes growing numbers of finance leaders will adopt the dictums of "green finance" extending the influence of …

314: Back to the Future with ASC 606 | Joe Consul, CFO, Xactly

July 17th, 2017


As the complexity behind the new revenue recognition standard ASC 606 discharges a cloud of angst and consternation over many accounting departments, …

310: Mind Your Data | Barry Zwarenstein, CFO, Five9

June 15th, 2017


Join us when Barry Zwarenstein, CFO, Five9, explains why the SaaS model’s unyielding data engine is empowering finance professionals to advance beyond their traditional realm.

309: Keeping Watch on Your KPIs | Five CFOs Identify Their Metrics of Choice

June 8th, 2017


Marc Elliot, CFO, Corrigan Moving Systems

Alan Haughey CFO ServiceMaster

Dave Cone CFO, Taylor Morrison

Peter Kiviakidis, CFO, Squarespace

Rick Phegley CFO,  Smart & Final

308: Finance Pivots to the Cloud | CFO Larry Begley, CloudHealth Technologies, Albert Pang, Apps Run the World

June 6th, 2017


Join Larry Begley, CFO at CloudHealth Technologies and Albert Pang, President of Apps Run The World, when they explore the hype, business benefits …

285: The Divergent CFO | Steffen Parratt, CFO, KCG Holdings, Inc.

February 22nd, 2017


Having been a software entrepreneur, technology investor and restructuring advisor, Steffen Parratt says his divergent career has long been fueled by …

283: From CFO to CEO: The Longest Mile | Ken Østreng, CFO, Confirmit

February 13th, 2017


As a CFO, Ken Østreng has been highly visible across his Nordic-based firm’s multinational operations. Whether he was identifying international …

282: The Boomerang CFO | Larry Begley, CFO, CloudHealth Technologies

February 9th, 2017


It was ten years ago when Larry Begley last exited the CFO office to dedicate his days to building an early stage venture capital firm.  After four tours of duty as a finance leader for different entities, the finance …

280: Dynamic Duos | Innovative CEO/CFO Management Teams

February 3rd, 2017


Join us when we highlight the CEO CFO teamwork that punctuates the growth of three successful midsized firms.

Atrion: Tim Hebert, CEO, Marianne …

279: Lease Accounting: What's All the Fuss

February 1st, 2017


We speak with Sean Moynihan, Principal with Avison Young in Atlanta

270: Stocking a More Profitable Aisle | Rick Phegley, CFO, Smart & Final

December 22nd, 2016


Smart & Final currently operates 305 stores in seven Western states. It ranked at No. 595 in this year’s Fortune 1,000 after taking in about $4 billion in revenue in 2015.

263: Painting With Numbers | Randall Bolten, CFO & Author

November 21st, 2016


We've titled this episode using the name of a book authored by our guest, career CFO Randal Bolten. 

257: Putting Donor Dollars to Work | Bob Berdelle, CFO, United Way Worldwide

October 30th, 2016


Bob Berdelle, CFO & Executive Vice President, United Way Worldwide

256: The Power of the CFO | Mark Buthman, CFO Emeritus, Kimberly Clark

October 27th, 2016


Inside the impatient age of the millennial workforce - Mark Buthman's 33-year career at Kimberly Clark might appear to some as a throwback - a stubborn artifact from an earlier era. However, the leadership lessons …

253: Adopting Zero-Based Budgeting at Kraft Heinz| Jesse Yao, Former CFO, Sauces and Frozen Business Unit, Kraft Heinz

October 13th, 2016


Join us when Jesse Yao, former CFO of Kraft Heinz's,  Sauces and Frozen Business Unit, steps back in time and recalls how he spearheaded the adoption …

252: Three Culture-Building CFOs

October 11th, 2016


Building culture and instilling trust.

249: The Private to Public Journey | Michael Waxman-Lenz, CFO, Undertone, Steve Hobbs, Protiviti, Susan Parcells, BlackLine

September 23rd, 2016


Exclusive case study: A little over a year ago when publicly held Perion advanced with a deal to acquire digital agency Undertone, Michael Waxman-Lenz began preparing to exit his post as Perion’s chief strategy officer …

239: CFO as Organizational Architect

August 14th, 2016


Three CFOs Describe Their Firm's Business Offerings and the Role Finance Plays in Achieving Organizational Alignment.

228: Dan Crumb, CFO , Kansas City Chiefs

June 18th, 2016

Join us when Dan Crumb, CFO, Kansas City Chiefs, explains how finance professionals help to energize organizational culture as they actively build …

226: Three CFOs Share Their Tales of Collaboration

June 10th, 2016


Sherry Buck, CFO, Libbey, Inc., David Morris, CFO, Guardian Pharmacy, Jim Tholen, CFO, BroadSoft Inc.

224: Rewiring Finance to Achieve Customer Success, Mike Picchi, CFO, Allconnect

May 26th, 2016


Join us when Mike Picchi, CFO, Allconnect, exposes the innovative leadership path that makes Allconnect’s customer experience a central component of its finance function 

209: CFO to CFO: Six CFOs Explain How They Measure the Customer Experience

March 16th, 2016


As more CFOs become tasked with not just reporting growth but driving it, customer success metrics are becoming increasingly popular, and no one …

202: Five Strategies for Creating a Dynamic Finance Function (Part II)

February 2nd, 2016


 (Part II) Author & Top Consultant Steve Player, BBRT, North America

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