Inside The Mentoring Round, CFO Russ Keefe highlights the metrics and tools fueling Corelight’s growth. He underscores the significance of Net Promoter Score and gross dollar retention for tracking customer expansions, and explains “burn-to-NAR,” a metric blending growth with efficiency. Keefe also details how the company integrates AI—both in product development and internal processes—emphasizing that […]
Ep 2: Speedy Decisions, Bold Risks & Seizing Every Chance
In this episode of “1 2 3,” three CFOs share their unique journeys and pivotal lessons: Tune in for inspiring perspectives on leadership, growth, and driving impactful change through finance. Don’t forget to subscribe!
Ep 1: Raising Capital, Resource Allocation & Book Tips
On this episode of 1-2-3, Emma Seymour, CFO at Deputy, reveals the behind-the-scenes steps to raising capital from strategic partners and achieving unicorn status. Next, Dev Ahuja, CFO of Novelis, explains how his pharmaceutical background at Novartis fueled disciplined resource allocation and strategic growth in manufacturing. Finally, Seth Wunder, CFO of Acorns, shares his approach to carving out quality time for reading and offers a pair […]
Finance as the Quarterback: A CFO’s Strategic Advantage
Inside The Mentoring Round, CFO Eugene Wong shares how he discovered that bridging disconnected teams can accelerate growth. He describes how finance can serve as the “quarterback,” identifying misalignment across departments and convening sidebars to maintain synergy. CFO Wong emphasizes scaling while sustaining efficiency and employee passion. Looking ahead, top priorities include streamlined growth, engaged […]
Strategic AI Adoption in Finance: CFO Hetu Patel at Thrive Market
Inside The Mentoring Round, CFO Hetu Patel explains how Thrive Market leverages AI for a competitive edge. He highlights the success of AI-driven product recommendations that enhance new member experiences, the promising use of generative AI in member services, and AI’s powerful role in marketing creativity and operational efficiency. Patel emphasizes fast-follower strategies for adopting […]
Leading Through Windfalls: CFO Guidance on Secondary Transactions
Inside The Mentoring Round, CFO Kfir Lippmann dives into the lesser-known yet critical impact of secondary transactions. While IPO preparation is high-stakes, these transactions can dramatically affect morale—especially when younger employees receive large sums quickly. Lippmann emphasizes coaching them on responsible spending and long-term thinking, rather than letting sudden wealth create divisions. Balancing transparency, fairness, […]
Unicorn Strategy: CFO on Non-Traditional Funding
Inside the Mentoring Round, Emma Seymour of Deputy shares how shifting from traditional VC funding to strategic customer investments propelled the company to unicorn status. By partnering with major customers like ExpressPros and Xero, Deputy secured $50M in strategic investments, unlocking new distribution channels and fostering deeper customer relationships.
Achieving Efficiency, AI, and Growth in One Framework
Inside The Mentoring Round Eliran Glazer, CFO at Monday.com, emphasizes the importance of balancing growth with efficiency by using clear KPIs and metrics to measure business health and ROI from online marketing campaigns. He advocates for a streamlined dashboard approach to data analysis, using their BI system “big brain” to monitor four product lines. Glazer […]
Questek’s Journey: From Projects to SaaS Innovation
Inside The Mentoring Round, CFO Brian Registe of Questek discusses the integration of SaaS with traditional project-based work, highlighting how Questek balances both business models. He explains the key SaaS metrics they focus on, such as sales pipeline and cycle length, to drive growth. Brian also shares insights on Questek’s partnerships with industry leaders like […]
ZeroAvia’s CFO on Hydrogen-Electric Engines & Predictive Maintenance Breakthroughs
Inside The Mentoring Round, CFO Georgy Egorov discusses ZeroAvia’s drive to pioneer zero-emission aviation by 2026, highlighting their hydrogen-electric engines as a scalable solution. He explains how AI is lowering hydrogen production costs by around 20% and improving operational efficiency. Over time, ZeroAvia’s technology extended beyond hydrogen-electric engines, offering versatile component parts for battery-electric aircraft, […]
AI & Cloud Transitions: CFO Zack Johnson on Future-Ready Finance
CFO Playbook: Integrating FP&A, BizOps, and RevOps for Growth
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 […]