Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform …
When One Plus One Actually Equals Three | Matt Novick, CFO, TripleLift
At PlaceIQ, an unexpected acquisition inbound forced Matt Novick to deeply assess unit economics and true revenue and cost synergies. The experience reshaped his strategy: always be transaction-ready …
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1150: Making AI Practical in Finance, Not Theoretical | Matt Novick, CFO, Triplelift
Matthew Novick traces one of his earliest business lessons not to a boardroom, but to a furniture store in Portland, Maine. Growing up in his family’s business, he learned how to read credit reports, …
From Motion to Progress: Rewriting the CFO’s Role in Data | Ed Hagan, CFO, Satisfi Labs
A flood of 15 million intercompany transactions in one month showed Ed Hagan that finance was drowning in data, not driving decisions. He realized the CFO must act as the true information leader, not …
1149: Predictable, Profitable Growth in an AI-Native Business | Ed Hagan, CFO, Satisfi Labs
At 19, working part-time in a bank branch while attending college, Ed Hagan made a simple recommendation: expand the branch. The idea was taken seriously enough that he was transferred to the bank …
From Data Roots to an AI Playbook | Zane Rowe, CFO, Workday
Rowe’s strategic moment came when he recognized Workday needed to lean harder into AI—both organically and through acquisitions. Instead of defaulting to cost cuts, he shifted focus to targeted …
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