The Source for CFO Thought Leadership
A Finance Strategic Moment Seeing poor collaboration with shared‑service finance teams, Steinberg realized relational capital drives strategic finance. He set up an office at the remote site, …
Continue Reading about From Anomalies To Financial Advantage | Matthias Steinberg, CFO, MindBridge →
When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the company’s own AI. KPMG, he adds, was using the same …
A Finance Strategic Moment Facing rapid premium growth and capital constraints in 2024, Andrea Hecht led CSAA to issue a $500M surplus note—a strategic move that preserved momentum without …
When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that …
A Finance Strategic Moment Amid 2020’s Covid uncertainty, Tom Egan drew on his Lehman‑era lesson that contracts follow relationships. He immediately called Hometap’s two banks, shared worst‑case …
Continue Reading about From Product To Ownership Ecosystem | Tom Egan, CFO, Hometap →
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet …
