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 […]
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product maps every mouse‑stroke of such employee journeys, then surfaces friction points so companies can “make them more productive, so they can do even more value‑added things,” Gold tells us. CFOTL:…
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ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25
Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative AI replaces people; instead he calls it the only viable antidote to a looming three‑million‑professional accounting shortage and collapsing CPA pipeline. Halloran outlines a 30‑second, company‑wide forecasting experience that lifts…
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AI on the Frontlines: Live Insights from Planful Perform25
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 […]
Mapping Growth Through Uncertain Seas | Bea Ordonez, CFO, Payoneer
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 […]
1095: Turning Volatility into Cross‑Border Opportunity | Bea Ordonez, CFO, Payoneer
Bea Ordonez still recalls the whirlwind of her first CFO post: a raw fintech start‑up where, in two short years, she recruited “over a hundred people,” built the processes they would follow and decided what kind of culture would bind them, she tells us. Immersing herself in every workflow taught her that finance leadership begins on…
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Debt Down, Opportunity Curve Upward | Jerome Upton, CFO, Genworth Financial
A Finance Strategic Moment Facing a liquidity crunch, Upton convened a cross‑functional team, ran downside‑focused scenario models on every business, and pinpointed one unit for divestiture. A swift minority IPO abroad raised capital at a premium valuation, cut leverage, strengthened Genworth’s balance sheet—and put Upton’s strategic acumen squarely on the CEO’s radar. Now Watch our […]
1090: Broadening the Field: Turning Risk into Reach | Jerome Upton, CFO, Genworth
Jerome Upton still remembers the silence that descends just before a game begins. As captain of a college team, he’d scan the huddle, gauge nerves, and ask, “What does winning look like today?” “That’s where I learned the power of shared goals,” Upton tells us. Years later, the Genworth Financial CFO opens staff meetings similarly—then gives…
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Earning Your Seat at the Strategy Table | Naeem Ishaq, CFO, Checkr
A Finance Strategic Moment During his first Salesforce meeting with the Chief Product Officer, Naeem Ishaq pitched new pricing ideas without solid data. Sent away to “figure out the (numbers) first,” he refined the fundamentals, persevered, and ultimately earned a trusted seat at the strategy table—opening doors for bigger initiatives and long-term growth. Now Watch […]
1088: Driving Growth with a Builder’s Mindset | Naeem Ishaq, CFO, Checkr
It was a first meeting Naeem Ishaq tells us he’ll never forget: stepping into the Chief Product Officer’s office at Salesforce, he began pitching a bold new pricing model. Yet the officer cut him off, bluntly telling him to “figure out the (numbers) first, then we can talk strategy.” Ishaq admits the numbers he had…
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1086: M&A, AI, and the Art of Integration | Adam Ante, CFO, Paycor
“It wouldn’t surprise me. No, it would be exciting.” That was Adam Ante’s initial response when asked if five years from now, he could imagine himself still in the C-suite—but not as a CFO. The comment seemed to linger in the air, hinting at a deeper current in his career journey. Ante, who had led…
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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 […]