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 …
Achieving Strategic Optionality Through Operational Rigor | Chad Gold, CFO, Fullstory
Sensing 2021’s frothy market, Gold ran a dual track—pursuing fresh capital while quietly courting strategic buyers. Years of relationship‑building and rigorous records paid off when Vista Equity …
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product …
ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25
Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative …
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Empower Numbers, Accelerate Restaurant Success | Emma Whelan, CFO, MarginEdge
A Finance Strategic MomentSeeing 65 finance staff siloed on three continents, Emma Whelan realized succession and scale were impossible. She collapsed the structure into one truly global team, …
AI on the Frontlines: Live Insights from Planful Perform25
On Location at Planful Perform 25 in Miami, CFO Thought Leader captures candid frontline views on AI’s sweeping impact. CEO Grant Halloran details how intelligent automation meets a crippling …
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