In this Mentoring Round segment, Jellyfish CFO Joanne Cheng reveals how strategic finance leadership goes beyond hiring a single role. She highlights the critical importance of integrating FP&A, accounting, BizOps, and RevOps to create a cohesive and data-driven finance ecosystem. By establishing robust processes and leveraging technology, Cheng underscores the value of visibility into revenue […]
CFO Playbook: Integrating FP&A, BizOps, and RevOps for Growth
How AI Is Transforming Sales Strategies: Insights from SalesLoft CFO Chris Nagy
CFO Chris Nagy of Salesloft explores AI as a strategic lever, detailing its dual role in market-facing products and operational efficiency. Nagy explains how SalesLoft’s proprietary AI tools, such as Conductor AI and Rhythm, help transform revenue orchestration by generating actionable seller insights. He contrasts these advanced workflows with outdated “spray and pray” email campaigns, […]
How CFO Cyrus Lam Transformed Profit Margins and Aligned Teams for Success
Inside The Mentoring Round, CFO Cyrus Lam of Orion Innovation, shares a compelling finance strategic moment that transformed business outcomes. Lam explains how aligning sales and delivery teams through transparent metrics and shared goals doubled profit margins in one business line. He also discusses empowering his team, implementing systems for seamless operations, and fostering a […]
How Mobileye’s CFO Strategically Manages R&D Investments and Cash Flow
Inside The Mentoring Round, CFO Moran Shamesh outlines three key areas of focus for the upcoming year: financial involvement in advanced product engagement, ensuring correct resource allocation between R&D units, and monitoring global market trends and regulatory changes to inform forecasts. Additionally, he emphasizes the importance of maintaining cash flow efficiencies through a detailed examination […]
CFO Mark Partin on Building BlackLine’s Revenue Ops from the Ground Up
Hydrogen Electrolyzers Explained: CFO Derek Warnick on Industrial Decarbonization
Inside The Mentoring Round, CFO Derek Warnick of Electric Hydrogen explores how the company is revolutionizing industrial-scale decarbonization by producing powerful and efficient hydrogen electrolyzers. These massive machines use renewable energy to split water into hydrogen and oxygen, providing a cost-effective substitute for natural gas in heavy industry. CFO Warnick emphasizes the critical role of […]
AI and Observability: Dynatrace CFO Jim Benson on the Future of Monitoring
Inside The Mentoring Round, CFO Jim Benson of Dynatrace shares insights on balancing growth and profitability in today’s software sector and explains the company’s innovative “Power of Three” AI approach. Benson discusses how Dynatrace integrates causal, predictive, and generative AI to drive observability, proactively prevent system outages, and expand user access to actionable insights. This […]
CFO David Morris on Guardian Pharmacy’s Road to IPO and Growth Strategy
In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]
Amprius Technologies: Overcoming Market Misconceptions with CFO Wallach
Inside The Mentoring Round, CFO Sandra Wallach of Amprius Technologies shares her proactive approach to staying closely connected with customers and sales teams through weekly revenue calls. She discusses overcoming misconceptions about Amprius, emphasizing their established experience in the aviation battery market and their unique capabilities. Sandra also reflects on her personal drive to take […]
Risk Management and AI Integration: Key Priorities from Yooz’s CFO
Inside The Mentoring Round, CFO John Gronen discusses Yooz’s strategic investment in AI and machine learning to enhance accounts payable (AP) automation, fraud detection, and efficiency. Gronen highlights how AI streamlines invoice processing and identifies fraud risks, reducing the need for manual checks and freeing up valuable employee time. He also shares insights on the […]
Building the “First Team”: How Cross-Functional Leadership Drives Vanta’s Success
Inside The Mentoring Round, David Eckstein shares insights on the collaboration between CFOs and CEOs, emphasizing the importance of shared vision and cross-functional partnerships. He highlights how CFOs, like himself, play a pivotal role in executing long-term strategies by identifying operational levers. Eckstein discusses his focus on building Vanta’s annual and three-year plans, aligning leaders […]