The Source for CFO Thought Leadership
James Redfern, who spent a decade at Morgan Stanley, told us that people management in investment banking was “more loosely defined.” When he later moved into a more operational role, he realized that …
Continue Reading about Building Value Through Operational Insight | James Redfern, CFO, Reltio →
Nearly a year into his CFO role at Reltio, James Redfern still feels like he’s catching up. “I’ve made some progress, but I’m definitely not where I... need to get,” he tells us. That steep learning …
In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed …
Continue Reading about When the Role is Earned by Leading | Amanda Whalen, CFO, Klaviyo →
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht …
Continue Reading about Ep 46: From Flailing to AI Forward Motion →
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 …
