The Source for CFO Thought Leadership
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 →
Back in the early 2000s, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately …
Continue Reading about 1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord →
A Finance Strategic MomentAs CFO of a newly public company, John Rettig championed a bold $2.5B acquisition—nearly half of Bill’s market cap at the time. Backed by strategic conviction and rigorous …
Continue Reading about The Strategic Conviction Behind a $2.5B Bet | John Rettig, CFO, Bill →
