The Source for CFO Thought Leadership
Engaging video episodes, each topped with a revealing Finance Strategic Moment.
A Finance Strategic Moment Seeing poor collaboration with shared‑service finance teams, Steinberg realized relational capital drives strategic finance. He set up an office at the remote site, spent two days weekly with tax, accounting and compliance leads, listening and co‑solving issues. The strengthened partnerships lifted quality and helped to ready IONOS for a smooth IPO. Now […]
A Finance Strategic Moment Facing rapid premium growth and capital constraints in 2024, Andrea Hecht led CSAA to issue a $500M surplus note—a strategic move that preserved momentum without compromising stability. Acting from a position of strength, the finance team avoided slowing growth and secured capital to support expansion beyond $7.6B in premium. Now Watch […]
A Finance Strategic Moment Amid 2020’s Covid uncertainty, Tom Egan drew on his Lehman‑era lesson that contracts follow relationships. He immediately called Hometap’s two banks, shared worst‑case projections and asked for covenant flexibility. The transparency earned rapid waivers, safeguarded liquidity and proved that trust, not paperwork, is the true collateral when markets fracture. Now Watch the […]
Sensing 2021’s frothy market, Gold ran a dual track—pursuing fresh capital while quietly courting strategic buyers. Years of relationship‑building and rigorous records paid off when Vista Equity acquired Salesloft, delivering liquidity without ceding control and validating his mantra that finance should anticipate peaks and “make the news.” Now Watch the Complete Episode with CFO Chad Gold […]
A Finance Strategic Moment Seeing 65 finance staff siloed on three continents, Emma Whelan realized succession and scale were impossible. She collapsed the structure into one truly global team, cross‑training and centralizing every process. The painful year paid off: faster closes, zero attrition, soaring engagement, and worldwide talent sharing propelled sustainable growth. Now Watch the Complete […]
On Location at Planful Perform 25 in Miami, CFO Thought Leader captures candid frontline views on AI’s sweeping impact. CEO Grant Halloran details how intelligent automation meets a crippling finance‑talent shortage, promising faster decision cycles without head‑count spikes. CFO Dan Fletcher spotlights daily reforecasting, agent‑driven data interrogation, and strict ROI tests before approving new hires. Both leaders emphasize […]
Woodworth realized early that high‑growth companies must plan for downturns. She pushed Peloton’s leadership to model severe demand shocks and secure funding before it was essential. When COVID’s whiplash forced a $800 million cost‑cut and mass layoffs, those preparations helped to buffer liquidity and allowed the company to restructure rather than stall. Now Watch the Complete […]
A Finance Strategic Moment Realizing most people view insurance as abstract, Kevin Ingram reframed FM’s ‘product’ as the capacity its capital and reinsurance provide. He crafted plain‑spoken explanations of balance‑sheet strength, trained teammates to use them, and demystified insurance for clients—sharpening differentiation and empowering every account manager to sell FM’s capital story daily. Now Watch the […]
A Finance Strategic Moment One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns. Now […]
Bea Ordonez accepts nonstop upheaval as the new norm. She’s fortified Payoneer with resilient, high‑performing teams, rapid decision cycles and laser‑sharp customer focus. By treating every macro shock as opportunity, she converts volatility into competitive speed, seeking to position Payoneer for sustained global growth and advantage. Now Watch the Complete Episode Featuring CFO Bea Ordonez Payoneer’s […]
A Finance Strategic Moment While preparing IBM variance reports, Dilip Upmanyu first realized numbers persuade only when tied to the actions that create them. He dissected every P × Q driver, practiced explaining causes clearly in NetIQ earnings prep, and won credibility to recommend improvements—transforming finance from scorekeeper to strategic influencer. Now Watch our Complete Episode Featuring […]
