Finance Strategic Moment Early in Tim Arndt’s career, he realized that even impressive internal rates of return (IRRs) amount to little if they fail to deliver significant net present value (NPV). This insight reshaped his approach, driving him to focus limited resources on projects that generate measurable, absolute returns. Now watch our complete episode Tim […]
Innovation and Market Adaptation | Erik Swenson, CFO, IDT
Finance Strategic Moment Early in his Danaher career, Erik Swenson faced a pivotal decision: continue with a volatile capital business or pivot to a faster-growing, more stable life sciences market. Instead of rushing into change, he pushed for conviction—evaluating market viability, margins, and execution feasibility. This strategic shift ultimately aligned the business with sustainable growth. […]
Simplify, Measure, Accelerate | Jason Lee, CFO, Faire
FINANCE STRATEGIC MOMENT | CFO JASON LEE At Faire, Jason redefined how the company measured growth by simplifying customer behavior analytics. Initially, the company tracked broad volume and percentage-based growth metrics, but Jason shifted the focus to two core drivers: discovery volume (new product trials) and reorder rate (repeat purchases). Now Watch the Complete Episode […]
Staying Ahead of Growth: How Finance Powers Proactive Scaling
In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business. He implemented […]
From Black Box to Control Tower
A former customer turned advocate, Stuart Leung joined Flexport when it was still a fast-growing startup lacking formal finance structures. In just a few months as CFO, he oversaw a thorough margin-improvement effort involving 15 “big rock” initiatives, uniting cross-functional teams to boost efficiency and profitability. He now focuses on AI-based automation, using new technology […]
Unleashing Innovation: Strategic Insights into AI Adoption
Trintech CFO Omar Choucair discusses emerging roles in AI, emphasizing the critical balance between rapid innovation and risk management. He explains that while 20% of employees eagerly adopt AI tools, many remain hesitant. Key is targeted training and ensuring proper licensing—using enterprise platforms that provide compliance and access to multiple solutions. He stresses that cross-department […]
Where Finance Meets the Factory Floor
12-Month PrioritiesOver the next year, Gabi Gantus aims to refine Mytra AI’s cost structures by establishing clear unit economics for its warehouse robotics solutions. She plans to scale pilot deployments and secure large warehouse contracts, proving the technology’s value and setting the stage for a broader rollout. Equally important: developing varied financing and deal structures […]
How AI is Driving Business Efficiency & Retention
CFO Kevin Rhodes explores how AI is reshaping business strategy—both internally for operational efficiency and externally for customer experience. He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. Rhodes also examines the evolving monetization models of AI, highlighting its role in retention, automation, and revenue growth. His […]
Mastering Recurring Revenue: The Next Chapter Unfolds
Kevin Rhodes views Go-To-Market (GTM) strategy as a core responsibility of finance leadership, not just a sales and marketing function. He believes that positioning, messaging, strategic pricing, and sales motions directly impact a company’s financial performance and long-term value. Rhodes emphasizes that a well-structured GTM strategy, when paired with innovative technology, can be a key […]
Balancing AI Innovation with Post-IPO Expectations
OneStream’s CFO Bill Koefoed is convinced the AI era is just beginning. As a newly public company logging $489M in annual revenue and employing more than 1,500 professionals, OneStream doesn’t see AI as a side project—it’s a strategic necessity. “You’ve got to invest,” Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments […]
Balancing AI Investments & ROI: OneStream CFO’s Insights
Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives. Leveraging a strong development platform, targeted acquisitions, and a robust talent pipeline, Bill outlines how OneStream drives competitive advantage despite high AI training costs. With over $500M cash on hand and opportunities spanning both […]
Data Center Finance Masterclass: Capitalizing on AI Demand
Inside The Mentoring Round, CFO John Wilson reveals how AI-driven demand has ignited explosive growth across the data center industry. He underscores the critical need to secure capital from both equity and debt markets, adapt growth plans, and maintain operational excellence. Wilson emphasizes proactive pre-leasing and strategic negotiations to maximize returns while balancing term, rate, […]