CFO Chris Nagy of Salesloft explores AI as a strategic lever, detailing its dual role in market-facing products and operational efficiency. Nagy explains how SalesLoft’s proprietary AI tools, such as …
1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft
In March 2020, as global lockdowns disrupted industries worldwide, Chris Nagy encountered a pivotal moment as CFO. Overnight, his company lost 25% of its revenue due to the closure of in-person focus …
How CFO Cyrus Lam Transformed Profit Margins and Aligned Teams for Success
Inside The Mentoring Round, CFO Cyrus Lam of Orion Innovation, shares a compelling finance strategic moment that transformed business outcomes. Lam explains how aligning sales and delivery teams …
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1053: Strategic Financial Alignment for Enhanced Transparency and Growth | Cyrus Lam, CFO Orion Innovation
For Cyrus Lam, the aspect of the CFO role that sets it apart from all others is the weight of non-negotiable priorities. Despite years spent closely collaborating with CFOs as an investment banker, …
Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value
In this episode of Planning Aces, Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). …
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How Mobileye’s CFO Strategically Manages R&D Investments and Cash Flow
Inside The Mentoring Round, CFO Moran Shamesh outlines three key areas of focus for the upcoming year: financial involvement in advanced product engagement, ensuring correct resource allocation …
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