The Future of Finance is Listening

Episodes | CFO THOUGHT LEADER

769: Beyond the Boardroom | Herald Chen, CFO, AppLovin

When Herald Chen was growing up in a small town not far from Pittsburg, he dreamed of someday running the town’s steel mill. Years later when he was graduating from the University of Pennsylvania, the steel mill no longer occupied Chen’s maturing career aspirations. “My two job offers were to either go make soap for…
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Ep:7 Increasing the Velocity of Your Flywheel

Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]

768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell

Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
Listen to the Episode Below (00:59:03)
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767: On the Path to Being a $1 Billion Company | Bill Zerella, CFO, ACV Auctions

Bill Zerella’s path to the CFO office began at a company whose customers largely belonged to a bygone era. At the time, Simplicity Patterns was the largest pattern company in the world, and its most devout customers were sewing machine owners across the United States and Canada who enjoyed making clothes for themselves and their…
Listen to the Episode Below (00:56:44)
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766: Making Decisions with the Customer in Mind | Cassandra Hudson, CFO, EngageSmart

Back in 2008, Cassandra Hudson was interviewing for a senior accounting role at a small tech firm in Boston when the CFO casually shared some “insight” into the company’s future. “The CEO really wants to take this company public, this is probably never going to happen—we’ll likely sell in the next couple of years,” Hudson…
Listen to the Episode Below (00:35:07)
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765: Never Waste a Crisis | Jean Lavigueur, CFO, Coveo

"Network with peer CFOs from the same industry, who have been through similar experiences. Also, surround yourself with consultants, accountants, lawyers, and compensation consultants who have relevant experience in your industry and companies of similar size." - Jean Laviqueur, CFO, Coveo Unlike many of his finance leader peers, Jean Lavigueur has little difficulty in identifying…
Listen to the Episode Below (00:45:55)
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764: When Growth Is the Only Constant | Jen Herdler, CFO, Impact Health

"Your prior experience has led you to this role, so trust your judgment. Also, have the courage to execute what you believe in and what is right even if it is hard." –Jen Herdler, CFO, Impact Health When it came time for Jen Herdler to get back into the workforce, she signed up for a…
Listen to the Episode Below (00:46:23)
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763: Of All the Nerve | Pete Mariani, CFO, Axogen

"Develop a small network of trusted informal advisors and mentors to be an independent sounding board as you address the challenges of this new role." –Pete Mariani, CFO, Axogen Like many of his finance leader peers, Pete Mariani credits a senior operational role with helping him to plant both feet on the path to the…
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762: In Step with the Digital Beat | Tania Secor, CFO, R/GA

When CFO Tania Secor looks back at the early years of her finance career, she can’t help but revisit her decision to accept a position with the McGraw-Hill Companies. For a half-dozen years, Secor had been entrenched in the private equity world, advising portfolio companies on different growth strategies and helping to complete the acquisition…
Listen to the Episode Below (00:45:04)
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761: Finding Your Operational Cadence | Scott Walker, CFO, Clarity Software Solutions, Inc.

"First, create a deep understanding of how to match your first 90 days with where the company is in its lifecycle. Your primary responsibility is to the executive team followed by your responsibility to your functional area. Lastly, a relentless focus on talent selection, development and diversity." - Scott Walker, CFO, Clarity Software Solutions When…
Listen to the Episode Below (00:53:00)
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