Jay Peir’s Finance Strategic Moment revealed how CFOs shape culture as much as strategy. Inspired by Tableau’s CFO Tom Walker, he embraced rituals that united teams and reinforced the mindset: “You either sell the product or build the product,” guiding his own leadership at Pigment toward cultural impact. Now Watch the Complete Episode Featuring CFO […]
Building Accretion into the Business Model | Craig Foster CFO, Pax8
Craig Foster’s second CFO role revealed two of three acquired business models were unworkable. He recast expectations, integrated assets into a single viable model, and pursued acquisitions that stabilized operations—ultimately steering the firm toward a merger and salvaging value from a flawed private equity roll-up. Now watch the complete episode of CFO Craig Foster, CFO […]
When Data and AI Reshape Precision Medicine
Jim Rogers applied lessons from Groupon’s rapid growth by steering Tempus toward disciplined expansion. He prioritized oncology as the core focus, deferring broader disease or international moves until sustainable, long-term growth could be assured—ensuring strategy aligned with impact without disrupting day-to-day operations. Now Watch the Complete Episode Featuring CFO Jim Rogers of Tempus AI Jim […]
The Power of Relationships in Driving Enterprise Value
Amid a competitive, banker-led acquisition during COVID, he insisted on traveling to meet the founder in person. That relationship-building shifted perceptions, secured the deal, and underscored how trust can decisively shape enterprise outcomes. Now Watch our Complete Episode Featuring CFO Chris Miorin of apexanalytix Chris Miorin traces a leadership-first path to finance, forged at West […]
Prepared for the Unexpected: Steering Finance Through Volatility | Ademir Sarcevic, CFO, Standex International
When rhodium costs spiked from $2,000 to $30,000 an ounce, Ademir Sarcevic led Standex to redesign switches with cheaper ruthenium and raise prices. The dual response protected margins, revealed stronger pricing power, and created a playbook for future crises—proving agility and preparedness are critical in finance leadership. Now Watch the Complete Episode Featuring CFO Ademir […]
Why the AI Revolution Won’t Look Like the Cloud | Eric Brown, CFO, Cohesity
Facing an existential crisis at MicroStrategy, Eric Brown led a massive restructuring—cutting two-thirds of staff and shifting operating margins from -40% to +30% in under three years. Market cap rebounded from $55M to over $1B, proving that decisive, sweeping change can revive a company against impossible odds. Now Watch the Complete Episode Featuring CFO Eric […]
Empowering Purpose-Driven Organizations for Greater Reach | Matthew Hardy, CFO, Bonterra
At Digital Insight, Hardy shifted focus from product-line P&Ls to total-offering value, bundling implementation/training to cut churn and deepen product adoption. The move boosted annual growth from 12% to 16%, improved retention, and drove higher bookings—directly increasing enterprise value at exit. Now Watch the Complete Episode Featuring CFO Matthew Hardy of Bonterra Matthew Hardy, CFO […]
Balancing Profitability and Expansion in SaaS | Andrew Casey, CFO, Amplitude
At ServiceNow, Andrew Casey learned that transformation succeeds through disciplined change management, not speed. By focusing on three major initiatives—comp plans, territory design, and customer success—he drove customer‑centric growth while reinforcing the right behaviors. This “rule of three” approach now guides multi‑year transformations at Amplitude, aligning teams, processes, and metrics for sustainable ARR expansion. Andrew […]
Why Startups Need CFOs Who Say “No” | Konstantin Dzhengozov, CFO, Payhawk
Konstantin Dzhengozov designed a dual-revenue model—software plus payment services—backed by detailed unit economics. Confident in his projections, he told a German banking partner Payhawk would break even in six months. The result: the company hit break-even on schedule and began generating revenue where competitors typically lost money. Now Watch the Complete Episode Featuring CFO Konstantin […]
Building a Business with AI at the Core | Dan Zhang, CFO, ClickUp
At AppDynamics, Dan Zhang tackled a critical gap in sales predictability during a SaaS transformation by building an analytics stack and leading early-morning trainings. Her hands-on approach earned her Sales MVP—despite not being in sales—proving that finance can drive frontline impact and unlock strategic value across the business. Now Watch the Complete Episode Featuring CFO […]
Learning That Matches the Job | Tim Vipond, Co-Founder & CEO, CFI
Tim Vipond shares how the Corporate Finance Institute is reshaping finance education to meet the demands of a rapidly evolving, AI-influenced workforce. With over 3 million learners worldwide, CFI focuses on practical, job-aligned learning designed to close skills gaps in modeling, storytelling, and technology. Vipond emphasizes the importance of designing training around real-world job descriptions, […]
Chronicling the Chapters of a CFO’s Rise | Lisa Cummins Dulchinos
During the pandemic, Lisa Cummins Dulchinos realized that doing tasks herself wasn’t the best use of her time as CFO. Encouraged by a peer, she began delegating, gaining strategic clarity. The shift allowed her to better engage with executives, boards, and investors by focusing on the bigger picture rather than day-to-day execution. When Lisa Cummins […]