Faced with a complex tax strategy and an overwhelmed board, Tony Jarjoura cut through dense technical jargon and distilled thousands of hours of work into two simple sentences. The clarity shifted the conversation instantly—highlighting his belief that finance leaders must translate complexity into insight that moves decisions forward. Now watch our complete episode featuring CFO […]
Ownership, AI, and M&A Execution | Adam Ante, CFO, Paycor
Failing to integrate a newly acquired Colorado firm taught CFO Adam Ante the critical gap between operating a business and merely managing financials. Embracing “extreme ownership” transformed his approach, prompting deeper collaboration with business leaders. Now watch the complete episode featuring CFO Adam Ante of Paycor In this episode, Jack is joined by Adam Ante, […]
When Simplification Drives Scale | Erik Rothschild, CFO, Cin7
While at Sovrn Holdings, Erik Rothschild uncovered a hidden data source during a disruptive tech shift and partnered with engineering to build an internal analytics tool. NOW WATCH Now watch our complete episode featuring CFO Erik Rothschild of Cin7 CFO Erik Rothschild of Cin7 shares how an investor’s mindset, forged during the 2008 financial crisis, […]
Reading the Signals, Not Just the Statements| Brian Carolan, CFO, SailPoint
Upon joining SailPoint, Brian Carolan seized the opportunity of private ownership to transform the finance function—shifting the fiscal year, leading a full ERP overhaul, and driving a SaaS business model transition. Now watch the complete episode featuring CFO Brian Carolan In our discussion with Brian Carolan, CFO of SailPoint, he shares the pivotal moments that […]
Aligning Finance with Go-To-Market Strategy | Brian Robins, CFO, GitLab
During a turbulent market downturn, CFO Brian Robins led a critical divestiture of non-core assets. Now watch the complete episode In this discussion, CFO Brian Robins outlines GitLab’s strategic approach to leveraging AI across both product development and finance operations. He describes three key AI initiatives: duo Pro offers real-time code suggestions; duo Enterprise integrates […]
Staying Agile in a Rapidly Shifting Real Estate World | Tim Arndt, CFO, Prologis
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 […]