As co-head of enterprise sales at Paintzen, Clayton Kossl applied a metrics-based approach to deal-making—analyzing pipelines, commissions, and creative financial structures. Within two years, enterprise and national accounts surged to 80–90% of revenue, attracting PPG Industries’ acquisition. The experience reshaped his CFO mindset: data-driven, risk-ready, and deeply aligned with sales execution. Now Watch the Complete […]
The AI Ops Experiment That Reframed Finance Partnership | Chris Sands, CFO, InvoiceCloud
Chris Sands’ defining moment came when he realized success as CFO depended less on accounting or FP&A expertise and more on influencing the organization. He restructured his team to gain leverage, freeing time to build relationships and drive cross-functional change. By prioritizing collaboration and clarity over control, he amplified finance’s strategic voice across the organization—a […]
The Cohort Compass for Omnichannel Growth | Kimberlee Duval, CFO, Cymbiotika
During a period of rapid global expansion, Kimberlee Duval centralized fragmented procurement and built accountability across teams, transforming chaos into cohesion. Within 10 months, out-of-stocks fell below 1% and fulfillment hit 48 hours, helping revenue grow from $140 million to $500 million—proof that finance leadership can drive both operational resilience and strategic growth. Now Watch […]
From Experiments to Engines: Scaling the Mid-Market | Steve Sutter CFO, Celigo
Within 72 hours of becoming CFO at Elance, Steve Sutter uncovered that thousands of customer account balances were commingled with corporate cash—an oversight with serious compliance risk. He immediately convened the board, secured nearly $20 million to correct the issue, and implemented proper segregation—restoring financial integrity and safeguarding the company’s future transactions. Now Watch the […]
Acquisitions As Customer Experience Strategy | Beth Gaspich, CFO, NiCE
Beth Gaspich recalls ringing the NYSE bell in 2008 as RiskMetrics went public amid extreme market volatility. After months of S-1 prep and roadshows, the decision to proceed came “down to the wire.” Executing successfully proved the value of preparation, decisive timing, and clear investor storytelling in uncertain markets. Now Watch our Complete Episode Featuring […]
Scaling Finance for the Cloud-Native Era | David Obstler, CFO, Datadog
During post-COVID uncertainty, David Obstler spotted early signs of customer optimization and reprioritized Datadog’s investments. By pulling back selectively while sustaining rapid investment in key areas, he preserved profitability, avoided layoffs, and strengthened the company’s ability to reaccelerate growth—building long-term resilience without compromising culture. Now Watch the Complete Episode Featuring CFO David Obstler David Obstler […]
Scaling Toward One Billion Goal | Laura LaPeer, CFO, UHY
Earlier in her career, Laura LaPeer reframed treasury and procurement from transactional functions into strategic levers—investing idle cash and aligning vendor decisions with business goals. The shift delivered tangible financial impact and taught her to zoom out, reassess timing, and connect everyday tasks to long-term strategic objectives. Now Watch our Complete Episode Featuring CFO Laura […]
Focus Where Advantage is Durable | Ben Gammell, President & CFO, Brex
Six months into his CFO role, he led Brex’s rapid response to the 2023 SVB collapse—designing a payroll-bridge product, securing $1B in lending commitments, and rallying 1,000 employees. Customers ultimately regained access to funds, but the moment underscored finance’s power to protect ecosystems and deliver outsized impact in crisis. Now Watch the Complete Episode Featuring […]
Building a CFO’s GEMBA Habit | Damon Lee, CFO, C.H. Robinson
Early in his career, Damon Lee questioned why identical parts were sourced from different vendors across two plants. His analysis uncovered a $3M savings—20x larger than any other project. The lesson: finance’s curiosity and willingness to speak up can transform operations, not just report results. Now Watch the Complete Episode Featuring CFO Damon Lee of […]
Slow Down to Speed Up: A CFO’s Playbook | Holly Grey, CFO, Horizon3.ai
Holly Grey emphasized that inconsistent metrics signal broken foundations. Instead of adding headcount, she slowed execution to build teams, integrate systems, and define data ownership. The result: clarity and scalability that enabled the organization to accelerate sustainably—proving that sometimes you must “slow down to speed up. Now Watch the Complete Episode Featuring CFO Holly Grey […]
Culture, Strategy, And AI Converge | Jay Peir, CFO, Pigment
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 […]