Inside The Mentoring Round, CFO Daniel Welch emphasizes the dual nature of Kate Farms as both a healthcare and consumer packaged goods (CPG) company, with long-term customers who rely on its plant-based medical nutrition products. He highlights the importance of understanding customer lifetime value relative to acquisition costs, particularly in the company’s e-commerce expansion. Welch also […]
1,035: Balancing Growth and Sustainability: The Financial Strategy Behind Health Innovation | Daniel Welch, CFO, Kate Farms
In 2018, Daniel Welch made a life-altering decision when—after having spent a decade in investment banking working on high-profile IPOs and M&A deals at Morgan Stanley—he found himself at a crossroads. The birth of his daughter and a health scare involving his father led him to question the career path that he was on. “I…
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The Mentoring Round | Patrick Fleury, CFO, TeraWulf
Inside The Mentoring Round, CFO Patrick Fleury shares key insights into TeraWulf’s approach to cash management and the company’s strategic pivot toward AI and high-power compute. Fleury emphasizes the importance of using a 13-week cash flow analysis, a tool he implemented during restructuring to stabilize operations and manage finances. This practice provided critical visibility into the […]
The Mentoring Round | Carol Lee, CFO, LogicMonitor
` Inside The Mentoring Round, CFO Carol Lee of LogicMonitor discusses the key lessons that can be learned from the buy-side and sell-side of M&A, why financial planning must be your organization’s numerical roadmap, and the strategic advantages AI is bringing to financial analysis and customer interactions.
1,011: Balancing Agility and Structure for Strategic Growth | Carol Lee, CFO, LogicMonitor
Beginning her career as an analyst, Carol Lee honed her technical skills both in pre-revenue start-ups and a multinational corporation with over $10 billion in revenue. These contrasting environments, she tells us, equipped her with a unique perspective on what it takes to be both scrappy and scalable. CFOTL: Tell us about LogicMonitor … what…
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The Mentoring Round | Anisha Sood, CFO, First Choice Health
Inside The Mentoring Round, CFO Anisha Sood emphasizes the importance of not looking for a single solution or metric to gauge success. Her approach involves building a comprehensive portfolio of indicators, inputs, and investments to support the overall strategy, suggesting a holistic view rather than a narrow focus. Mental Breaks and Physical Activity: Anisha finds […]
The Mentoring Round | Jeff Woolard, CFO, Velocity Global
Inside The Mentoring Round, CFO Jeff Woolard shares an example from Intel where finance’s broad view helped realign the product roadmap with market demands, enhancing margins. Woolard advocates a structured decision-making process to navigate uncertainties effectively. He stresses the importance of not just operational efficiency but also actively seeking opportunities to enhance the firm’s value.
The Mentoring Round | Alejandro Castro, CFO, ONX
Inside The Mentoring Round, Alejandro Castro recalls his days in Mexico City, where as a new hire at Price Waterhouse, he traveled to various factories, including those in oil-producing states, providing a unique early career perspective. Engagement Across the Organization: Through the GE Workout methodology at Conagra, Alejandro engaged with various parts of the organization […]
592: Beyond Disruption, Capitalizing on New Opportunities | Sameer Bhargava, CFO, Clark Construction Group
Having built a successful career in private equity with 13 of those years with the formidable and clandestine Carlyle Group, Sameer Bhargava was probably not the most likely candidate to fill a CFO position at Clark Construction Group of Bethesda, Maryland. The two businesses belonged to strikingly different worlds. Whereas Carlyle’s populated its world with…
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