The Source for CFO Thought Leadership

Episodes | CFO THOUGHT LEADER

1065: The Accidental CFO: From Entrepreneurial Leader to the CFO Office | Stacy Tumarkin, CFO, Kubecost

Stacy Tumarkin unexpectedly found herself stepping into the CFO seat—twice—earning the moniker “The Accidental CFO.” Early in her career, she worked at a hedge fund, diving headfirst into uncharted responsibilities when a mentor urged her to stretch beyond strict accounting roles. “I was only 26 when I first became CFO,” Tumarkin tells us, recalling how…
Listen to the Episode Below (0:45:59)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1064: Cybersecurity, AI, and the Evolving Finance Frontier | Russ Keefe, CFO, Corelight

Back in the mid 1990s–when Russ Keefe decided it was time for a career pivot–he got behind the wheel. With a Jeep packed full of his belongings, he drove from Washington, D.C., to San Francisco, father riding shotgun, to explore fresh opportunities in Silicon Valley. He had just completed a stint at the U.S. Securities…
Listen to the Episode Below (0:57:35)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

It was shortly after Eugene Wong exited the banking world to advance into a senior operations role that he realized the importance of a holistic view. At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. By stepping in and aligning priorities, he emerged as a “quarterback,” bridging…
Listen to the Episode Below (0:52:47)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1062: Scaling with Purpose and Profit | Hetu Patel, CFO, Thrive Market

Four years into his 12-year career chapter at Amazon, Hetu Patel was appointed Finance Director for Prime—a role he credits with opening his eyes to strategic finance. In the days ahead Patel would be handed a milestone assignment, where he worked on a groundbreaking framework attributing the total value of Prime membership to each bundled…
Listen to the Episode Below (0:45:40)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security

CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through…
Listen to the Episode Below (0:40:13)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy

When Emma Seymour arrived at Deputy in early 2022, she became focused on strengthening the company’s financial foundation. In the three years since, Deputy has achieved a historic milestone—reaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.…
Listen to the Episode Below (0:46:10)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

Ep 42: From Misaligned Commissions to Unified Goals

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of business’s most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging…
Listen to the Episode Below (0:37:52)
1x
0:00
0:37:52
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1059: Future-Proofing Finance: Essential CFO Priorities for 2025 | Eliran Glazer, CFO, Monday.com

Monday.com CFO Eliran Glazer highlights three vital priorities for 2025. First, he stresses that long-term efficiency must guide strategy. Instead of focusing solely on near-term investor demands, CFOs must structure financial planning like a marathon—mapping out sustainable growth through transparent scenario planning that accounts for macro uncertainties. Second, Glazer emphasized that CFOs need to become…
Listen to the Episode Below (0:49:42)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek

It was only last October that the world witnessed SpaceX catching its super-heavy rocket booster as it emitted fiery bursts from the booster’s underside. Among those watching perhaps more attentively than ever was this episode’s CFO guest, Brian Registe, who today oversees the finance function of Questek—a company whose materials-by-design technologies are enabling SpaceX and…
Listen to the Episode Below (0:52:17)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1057: Building Strategic Value: Inside the Finance Engine Room | Georgy Egorov, CFO, ZeroAvia

“Maybe it was a little bit of beginner’s luck,” Georgy Egorov tells us, reflecting on his first CFO appointment at a biotech startup. Although the life sciences firm’s blend of knowledge-driven resources and AI placed it at the forefront of drug discovery innovation, Egorov identified a critical vulnerability: the company’s model depended too heavily on…
Listen to the Episode Below (0:56:14)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1056: The Three Ps: A Data-Driven Approach to Sustainable Growth | Zach Johnson, CFO, Cribl

Ask any business manager about the “three Ps in business” and they will likely say People, Process, and Product. However, ask any finance team member at Cribl that question, and you’ll likely hear a different answer: Precision, Predictability, and Performance. These are the three Ps that guide CFO Zach Johnson’s data-driven approach to financial leadership.…
Listen to the Episode Below (0:44:29)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish

Joanne Cheng’s career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its…
Listen to the Episode Below (0:42:36)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn