The Source for CFO Thought Leadership

Business growth

1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill

What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped…
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UiPath CFO Ashim Gupta on Strategic AI Investments & Agentic Automation

Inside The Mentoring Round, CFO Ashim Gupta of UiPath reveals how he balances R&D investments with strict operational discipline. Reflecting on UiPath’s rapid rise from its Romanian origins to global acclaim, Ashim explains that while R&D drives innovation, operational costs must be tightly managed. He also unveils UiPath’s strategic pivot to agentic automation—integrating AI, robotics, […]

1056: The Three Ps: A Data-Driven Approach to Sustainable Growth | Zach Johnson, CFO, Cribl

Ask any business manager about the “three Ps in business” and they will likely say People, Process, and Product. However, ask any finance team member at Cribl that question, and you’ll likely hear a different answer: Precision, Predictability, and Performance. These are the three Ps that guide CFO Zach Johnson’s data-driven approach to financial leadership.…
Listen to the Episode Below (0:44:29)
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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 […]

756: Start-Ups, SPACs, and Street Fights | Michael Levine, CFO, Payoneer

"The key to success is to build your team with people who have equal amounts of experience, intelligence, and passion, and the rest will take care of itself." –Michael Levine, CFO, Payoneer Start early, stay late, be prepared, and don’t shy away from the street-fight environments surrounding start-up companies. These methods have helped Michael Levine…
Listen to the Episode Below (00:48:02)
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