The Source for CFO Thought Leadership
Your twice-weekly guide to the early wins, key milestones, and career-defining dilemmas of today’s leading CFOs. Learn what shaped their paths to the C-suite—and what they wish they knew earlier.
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When Kevin Wall first stepped into industry from public accounting, it wasn’t by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to …
Continue Reading about 1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments →
When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by …
When Nathan Winters led a supply chain team earlier in his career, he noticed something that would shape his leadership style: “The credibility you get by the operating leaders when they see you out …
Nearly a year into his CFO role at Reltio, James Redfern still feels like he’s catching up. “I’ve made some progress, but I’m definitely not where I... need to get,” he tells us. That steep learning …
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht …
Continue Reading about 46: From Flailing to AI Forward Motion →
Amanda Whalen’s first CFO role began with a question. “You’re not a finance technical person,” her company’s president told her, “but you’re the strongest leader on my team. Will you be willing to be …
Continue Reading about 1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo →
