The Source for CFO Thought Leadership
In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed …
Continue Reading about When the Role is Earned by Leading | Amanda Whalen, CFO, Klaviyo →
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 →
When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic …
During the SVB banking crisis, Larry Roseman faced the risk of losing all of Thumbtack’s cash. He responded by diversifying banking relationships, revising covenants, and overhauling investment …
Continue Reading about When Conversion Tells the Story | Larry Roseman, CFO, Thumbtack →
A Finance Strategic MomentKent Hoskins helped redirect Boosey & Hawkes’ focus from low-margin sheet music—50% of revenue but just 15% of EBITDA—to high-value IP. By outsourcing distribution and …
Continue Reading about How Long-Life Assets Shape a Growth Strategy | Kent Hoskins, CFO, Concord →
