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Episodes | CFO THOUGHT LEADER

926: Distinguishing the “What” from the “How” | Dallas Clement, President and CFO, Cox Enterprises

As listeners to our podcast well know, one of our favorite queries for finance executives who have had a lengthy tenure in one place is, "What kept you there?" It may go without saying that something with the word “opportunity” in it is perhaps the most popular response. Still, for certain finance leaders—and especially those…
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925: A.I. and the Hands of Time | Scott Bennion, CFO, Paystand

If Paystand CFO Scott Bennion were to break his three-decade-long finance career into different chapters, the software finance leader would likely agree that he and many of his peers have recently opened a new one. As a starting—or concluding—point, the chapter that has just ended might simply be titled "The Data Set," in order to…
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924: When AI is Business as Usual | Rob Goldenberg, CFO, 6sense

Of all of the career experiences that Robert Goldenberg has acquired on his way to the CFO office, you would think that his stint with a bankrupt landscaping company would not be apt to make his list of all-time opportunity door-openers. Still, when we asked Goldenberg to look back to share the experiences that first…
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923: From Inside a Remote Address | Jim Caci, CFO, AvePoint

The big-city addresses that frequently prettify the office locations of esteemed accounting houses have continued to be a reliable draw for 20-something-year-old accounting grads eager to be counted among urban professionals.      Thus we would not have been surprised to learn that back in the late 1980s, when recent grad Jim Caci was assigned to…
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922: The Lessons We Learn | Dev Ahuja, CFO, Novelis

Among the learnings that Dev Ahuja has gleaned from his three-decade-long, globe-hopping finance career, perhaps none has delivered a more enduring instruction than that which followed his very first hop. By his own account, after Ahuja had reached the summit of Novartis’s finance executive ranks in India, the drug giant invited him to occupy an…
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921: The Work Comes First | Niki Heim, CFO, LogicSource

It’s perhaps no secret that this podcast can be rather rigid when it comes to our policy for welcoming guests: Invitations are reserved for CFOs and CFOs alone. In fact, we regularly turn away book authors, consultants, and even CEOs. Such was the case for David Pennino, CEO of LogicSource, who recently was “pitched” to…
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920: When Leadership Calls | Erin Colgan, CFO, Sensei Bio

For many professionals, the period stretching roughly from March 2020 to December 2022 will forever be known simply as “COVID," as in “I changed jobs during COVID.” Thus it was for Erin Colgan, who in July 2020—after having invested 9 years within the finance rank-and-file of pharma giant Vertex Pharmaceuticals and 8 years with PWC—opted…
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Ep 25: Impact of Organization Design on FP&A

This episode Planning Ace CFO Dev Ahuja brings some perspective on the role finance professionals play in finance transformation. CFO Ahuja shared insights into the structure of his finance organization at Novelis. Despite being well-established, the organization needed a renewed focus on the role of finance in driving decisions and adding value. Meanwhile, one of…
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919: Adopting a Broader View | Chris Kramer, CFO, Axonius

Among the different career highlights that Chris Kramer shares with us, perhaps none is as memorable as what might be called his "Indiana Jones moment." Having distinguished himself as a “technical accountant” during the first half of his career, Kramer was often dispatched to observe and scrutinize the accounting practices of prospective acquisition targets in…
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918: A Uniform Beginning | Ken Bowles, CFO, WilsonHCG

Back in 2001, the new finance recruits roaming the corridors of General Electric Company prodded themselves along as they confronted the everyday challenges of orienting themselves inside GE’s hard-shell corporate culture. This was perhaps especially true for financial analyst Ken Bowles, whose cultural trial was somewhat more daunting, considering whence he had come. Turn back…
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917: Build Your Own Personal Balance Sheet | Joel Campbell, CFO, TreviPay

While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the crisis. Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to…
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916: Maximizing M&A Speed to Value | Michael Cox, CFO, IRIS Software Group

CFO Michael Cox says that it was near the end of 2022 when the IRIS Software Group began to realize that the guiding philosophy that had motivated and incentivized the UK-based software company to complete 30 acquisitions within 6 years needed an upgrade.   Cox tells us that the IRIS management team was discussing the…
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