The Future of Finance is Listening

Episodes | CFO THOUGHT LEADER

893: Smart Mobility’s Fast Lane | Craig Conti, CFO, Verra Mobility

Among the keepsakes that Craig Conti collected during the more than two decades of his finance career, the item to which he refers simply as “the list” remains one of his most prized career souvenirs. Having graduated from General Electric’s Financial Management program in 2001, the 20-something Conti had only recently been assigned to GE's…
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892: Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr

When Jason Quinn landed in Europe back in 2008, he was the youngest of five American finance executives being deployed by digital disrupter SMB printer Vistaprint of Boston, Mass. For the next 5 years, Quinn would be involved in a string of business acquisitions that would grow the digital printer’s European revenues from nothing to…
Listen to the Episode Below (00:51:03)
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Ep 22: The Power of GPT in Planning

FP&A expert and Planning Ace's guest host Brett Knowles tells us GPT can be used as an "extra member" at the planning table, providing a catalyst for exploring ideas and expanding horizons. By generating scenarios and validating strategies against them, planners can identify environmental and situational factors that need to be true for a strategy…
Listen to the Episode Below (00:47:10)
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891: Climbing the Multi-Product Ladder | Jim Cox, CFO, Clearwater Analytics

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm's founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I just sat there smiling and hoped that nobody would ask me a question,” comments Cox, recalling one of a number of…
Listen to the Episode Below (00:57:13)
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890: Driving the Internet Sharetaker | Christopher Halpin, CFO, IAC

In 2011, after Chris Halpin had rejoined his colleagues back at Providence Equity Partners' New York offices at the completion of a 3-year stint in Hong Kong, he found himself being confronted by something he had rarely experienced before: boredom. “I had this kind of existential angst—that I didn't want to die and have my…
Listen to the Episode Below (00:59:25)
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889: Whetting Wall Street’s Tech Appetite | Ben Chrnelich, CFO, Symphony

When Ben Chrnelich tells us that the banking sector’s recent unrest is the third period of disruption that he’s “cycled through” during his finance career, we can’t help but wonder about the other two. Of course, they are hardly a secret. As did that of many of his CFO peers, Chrnelich’s early career appears to…
Listen to the Episode Below (00:53:07)
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888: Accelerating in the Controlled-Growth Lane | Paolo Poma, CFO, Lamborghini

Paolo Poma is uncertain how many times he met with bankers and investors during the first 6 months of 2009. The steady string of phone calls and conference rooms that once demanded the management of Ducati Motors Holding’s rapt attention, Poma tells us, have now blurred into a single, heart-pumping conversation. “I had to go…
Listen to the Episode Below (00:47:17)
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887: From Tech to Biotech: Enjoying Today’s Journey | Galit Yaakobovitz, CFO, AmyriAD

After Galit Yaakobovitz relocated from Israel to the United States back in the mid-2000s, there was little question that the move had given her career a boost. Still, it was the next relocation—the one that would move her and her husband from New Jersey to California—that ultimately allowed her to place both feet on a…
Listen to the Episode Below (00:55:44)
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886: When SaaS Became the Destination | Alka Tandan, CFO, Gainsight

One key takeaway from Gainsight CFO Alka Tandan's career journey is the importance of being open to new opportunities and pivoting when necessary. Tandan started in investment banking, transitioned to media, and then vectored again to the SaaS industry. Looking back on the first move of her career, Tandan says that she “came to a…
Listen to the Episode Below (00:49:30)
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885: Landing Your Career’s “Pivot Position” | Robert Mitchell, CFO, Zepz

Robert Mitchell had been sizing up new venture opportunities for PayPal for roughly 3 years when the door to an operations role swung open. Impressed by his financial modeling know-how, Mitchell tells us, PayPal’s credit bosses “handpicked” him to create a framework for launching and monitoring new credit offerings. For Mitchell, there was no turning…
Listen to the Episode Below (00:43:03)
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884: Understanding Your Business Thesis | Betsy Ward, CFO, MassMutual

Finance leader Betsy Ward wants you to know that she doesn’t have an itchy trigger finger—but she does have an inner trigger and knows when it's been set off. There's no doubt that few professional colleagues would ever think to associate the time-tested gunslinger trope with the mild-mannered Ward, who has led insurance giant MassMutual…
Listen to the Episode Below (00:47:36)
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Ep 27: Why Hiring Could Be GPT’s Sweet Spot

Brett & Jack discuss how the hiring function is expected to become the sweet spot for Chat GPT and other AI offerings as the technology emerges as a powerful tool for finding and qualifying talent for organizations. This episode features the workforce insights and commentary of CFO Jonathan Carr of Armis, CFO Céline Dufétel of…
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