In late 2022, as funding markets collapsed, Roy Hefer reframed Perk’s choices: accept punitive, dilutive capital or pivot to profitability. By trading growth for faster profitability, finance preserved control, avoided a down round, and made the company “default alive”—showing how framing options can shape strategy without forcing decisions. Now Watch our Episode Featuring CFO Roy […]
1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk
Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform a flat-growth, cash-bleeding medical device company and “ultimately take it public,” he tells us. That conversation marked a shift from theory to…
Listen to the Episode Below (0:48:38)
Learning That Matches the Job | Tim Vipond, Co-Founder & CEO, CFI
Tim Vipond shares how the Corporate Finance Institute is reshaping finance education to meet the demands of a rapidly evolving, AI-influenced workforce. With over 3 million learners worldwide, CFI focuses on practical, job-aligned learning designed to close skills gaps in modeling, storytelling, and technology. Vipond emphasizes the importance of designing training around real-world job descriptions, […]


