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 […]
Scaling Payments with Strategic Precision | Kevin Wall, CFO, Stax Payments
In a meeting, Kevin Wall realized finance was too bogged down in non-strategic tasks to support commercial growth. He reorganized billing and ops functions into other departments, freeing finance to focus on pricing, commercialization, and decision support—ultimately redefining the team’s role as a true business partner driving scale and strategic impact. Now Play the complete […]
Turning Acquisitions into Momentum, Not Disruption | Josh Schauer, CFO, insightsoftware
Josh Schauer helped transform insightsoftware from a fragmented “house of brands” into a unified, vertically structured organization. By aligning products around buyer personas, he and the leadership team created focused business units—clarifying strategy, enhancing go-to-market execution, and reinforcing finance’s role as a driver of enterprise-wide alignment and strategic identity. Now Watch the Complete Episode featuring […]
Building a Smarter Business with Generative BI | Nathan Winters CFO, Zebra Technologies
While leading a supply chain team at GE Healthcare, Nathan Winters realized that credibility in finance hinges on visibility. By consistently showing up on plant floors and in customer meetings, he built trust with operators—making his financial guidance more impactful and actionable. The insight: proximity drives influence. Now Watch the Complete Episode Featuring CFO Nathan […]
Building Value Through Operational Insight | James Redfern, CFO, Reltio
James Redfern, who spent a decade at Morgan Stanley, told us that people management in investment banking was “more loosely defined.” When he later moved into a more operational role, he realized that people—were the key to driving performance. Redfern would make “intentional people management” a core part of his finance strategic playbook. Nearly a […]
When the Role is Earned by Leading | Amanda Whalen, CFO, Klaviyo
In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path. [ssp-player] Now Watch our Complete Episode Featuring […]