The Future of Finance is Listening

Episodes | CFO THOUGHT LEADER

839: Landing on Both Feet | JJ Pace, CFO, Service Pros Installation Group

When JJ Pace tells us that he was hired in 2002 to build and eventually lead a finance team that would create and implement monthly budgets for a four-location building materials company, the sense of accomplishment that he exudes never falters even when he eventually confides: “In the end, I was the last employee there.”…
Listen to the Episode Below (00:26:23)
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838: The Unseen Levers of Customer Impact | Mike Taylor, CFO, Gusto

When Mike Taylor mentions the customer experience during our talk, his intent—unlike that of many of his CFOs peers—is not to boast of some vast reservoir of data from which customer insights are routinely being gleaned. Instead, he brings this up to let us know that there are some things that finance still struggles to…
Listen to the Episode Below (00:54:43)
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Ep 15: Let the Data do the Talking

Steve and Jack discuss the data tsunami that many organizations are now facing and what steps finance executives can take to replace their historical, backward-looking, “batch mode” thinking with more proactive approaches that will allow finance teams to achieve more predictive outcomes. This episode’s distinguished Planning Aces reveal the leadership mindsets and approaches now driving […]

837: The Hand in the Air | Rob Young, CFO, National Geographic Society

Rob Young remembers that back in 2001, when he joined the incoming class of newbie accountants at KPMG’s Short Hills, New Jersey, office, there was a 5- to 6-year age difference between his KPMG classmates and himself. “It was a situation where a 23-year-old was telling me what to do, but at the same time,…
Listen to the Episode Below (00:57:54)
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836: Building Consensus to Go Real-Time | Anna King, CFO, Mesh Payments

Several years ago, when CFO Anna King first began to champion the benefits of real-time data, she recalls that a sudden clamor around new customer activity afforded her the consensus-building moment for which she’d been waiting. At the time, King worked for Transactis, a payment processing company that she had first joined in 2011 as…
Listen to the Episode Below (00:40:58)
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835: Understanding Your Business | Andrew Gehrlein, CFO, Park Place Technologies

When Andrew Gehrlein is asked about experiences that prepared him for a finance leadership role, one week from his 25-year career climb quickly comes to mind.   Back in 2008, Gehrlein was a controller with ERICO International Corp., a manufacturer of specialized electrical components engineered to better foster a building’s safety. “Construction companies used us…
Listen to the Episode Below (00:42:32)
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834: Where Paths Converge and Leaders Emerge | Tracy Curley, CFO, iSpecimen, Inc.

We are nearly at the end of our talk with CFO Tracy Curley when she mentions her two adult children. “I’m really blessed that they knew how important my career was to me when I was raising them,” remarks Curley, who recalls that during their younger years, it was not unusual for the children to…
Listen to the Episode Below (00:49:28)
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833: Keeping the House in Order | Aaron Hartwig, CFO, Edgewood Companies

Turn back the clock to the mid-1990s, and Aaron Hartwig is standing behind the front desk of a Las Vegas hotel, checking in guests and welcoming them to the always spirited city. “I always loved hospitality—I love the idea of having people come to your property to enjoy themselves,” reports Hartwig, who first landed in…
Listen to the Episode Below (00:38:54)
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832: Achieving a Holistic View | Kate Bueker, CFO, HubSpot

When Kate Bueker first left the world of investment banking for a corporate finance role, she was ready to savor the fabled congruity that a business finance career often offers. “I felt that what would be more interesting and motivating to me would be more consistent,” recalls Bueker, who shortly after joining Akamai Technologies in…
Listen to the Episode Below (00:43:26)
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Ep 21: The Employee Value Proposition

Brett & Jack discuss why organizations must have a value proposition for their employees. This episode each of our featured Workplace Champions gives us different perspectives on what they’ve done to help attract human capital to their organizations. Again, the question management teams need to be asking: What’s the value proposition that will help us […]

831: Building Your Credibility | Chuck Triano, CFO, Xalud Therapeutics

Unlike many CFOs who tell us that their finance career paths did not intersect with the investor relations (IR) function until shortly before their arrival in the CFO office, Chuck Triano relates that his actually began inside the IR function. In fact, most of the experiences that he credits with shaping his finance leadership portfolio…
Listen to the Episode Below (01:07:37)
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830: Riding the Winds of Technology Convergence | Sandra Rowland, CFO, Xylem

When Samsung acquired Stamford, Connecticut-based Harman International for $8 billion in cash in 2017, it was not the first time that the South Korean company’s appetite for convergence IP had intersected with the career path of Harman CFO Sandra Rowland. A little more than 7 years earlier, Samsung executives had sat across the table from…
Listen to the Episode Below (00:42:06)
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