“We’ve always believed in meeting businesses where they are—inside the systems they already trust.” – Lacerte At SuiteWorld 2025 in Las Vegas, René Lacerte, founder and CEO of BILL, discussed how AI, automation, and embedded partnerships are transforming the financial operations landscape for small and midsize businesses (SMBs). Lacerte described AI’s evolution in finance as […]
In the Room Where it Happens (Part 2)
In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founder Marc Benioff to Intel’s Andy Grove, Cisco’s John Chambers, and Apple’s Steve Jobs, these finance leaders share the moments when vision collided…
Listen to the Episode Below (0:35:39)
In the Room Where it Happens (Part 1)
In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. CFO Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during…
Listen to the Episode Below (0:28:11)
Why Finance Teams Must Learn Faster Than Ever | Tim Vipond, Co-Founder, CEO of CFI
When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model.…
Listen to the Episode Below (0:34:43)