The Future of Finance is Listening

CFO

687: The Room Where It Happened | Ken Kaufman, CFO, Community Dental Partners

Each Wednesday morning, as the CEO prodded his team for business projections and troubleshooting ideas, the midsize company’s top managers would huddle around a white board inside a glass-enclosed office. For 20-something Ken Kaufman, the management huddle was a silent spectacle—except for the occasional bouts of laughter that burst out from behind the glass. “The…
Listen to the Episode Below (00:43:21)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

676: The Next Transformation Journey | Paul Lundstrom, CFO, Flex

Back in 2015, after nearly two decades of diligent career-building across United Technologies, Paul Lundstrom fixed his career builder's gaze upon the span of companies known as the Fortune 500. Like many seasoned finance executives who spend the balance of their careers inside large enterprise companies, Lundstrom had to confront the obvious truth that for…
Listen to the Episode Below (00:37:53)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

669: Transactions, Trades, and Treatments | Ozan Pamir, CFO, 180 Life Sciences

We seldom hear a finance leader tell us that they took a pass on a promotion early in their careers, so when CFO Ozan Pamir told us that as a 25-year-old associate he had turned down a vice president position with Echelon Wealth Partners, a Canadian investment banking firm that he had been with for…
Listen to the Episode Below (00:38:16)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

668: Investors Make Room for a Streaming SPAC | Jason Eustace, CFO, CuriosityStream

It was roughly 12 months ago that Jason Eustace was named CFO of CuriosityStream, an upstart streaming media company launched in 2015 by Discovery Channel founder John Hendricks. For Eustace, CuriosityStream represents something of a flashback career chapter, arguably having more in common with the first 10 years of his finance career than the past…
Listen to the Episode Below (00:32:04)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

664: Good Judgment: Every CFO’s Star Attribute | Gary Swidler, CFO, Match Group

Back in 2015, when Gary Swidler was a candidate for a CFO position at Match Group, the seasoned banking executive recalls being told by company management: “On paper, you are definitely not the most qualified person for the job.” The gap on Swidler’s resume was due to the fact that he had never held a…
Listen to the Episode Below (00:47:19)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

633: Marching to Fintech’s New Beat | Matt Briers, CFO, TransferWise

Among the more transformative chapters of Matt Briers’s finance career was his 3-year stint monitoring and forecasting margin performance inside Google’s UK operations. “The core role was really to understand what was happening in the organization from a revenue and margin performance perspective and then help to operate the organization so that it could better…
Listen to the Episode Below (00:55:05)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

624: Accelerate Around the Curve | Alyssa Filter, CFO, Clari

When Alyssa Filter was named CFO of Clari, her strategic mind-set was the by-product of having been involved from early on in the development and growth of several of the Sunnyvale, Calif., software developer’s organizational functions. Having first been hired as a consultant when Clari was still a pre-revenue company, Filter discovered that she was…
Listen to the Episode Below (00:36:46)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

614: In Pursuit of Data’s Deep Impact | Matt Borowiecki, CFO, Biofourmis

When asked what led him to open his latest career chapter as CFO of Biofourmis, Matt Borowiecki quickly mentions the 2018 sale of MassMutual Asia Ltd. to Yunfeng FG. After helping to piece together a string of strategic plays for MassMutual, Borowiecki was instrumental in effecting the Yunfeng FG deal, which was a standout for…
Listen to the Episode Below (00:50:00)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

608: Opening Your Acquisition Chapter | Jody Cire, CFO, AllCloud

When the Sarbanes–Oxley Act was enacted 18 years ago, it required the Securities and Exchange Commission to create regulations to define how companies should comply with it—a mandate that would end up impacting the careers of finance professionals well into the future. Finance leader Jody Cire was one such professional. Back in 2010, Cire found himself…
Listen to the Episode Below (00:50:49)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

606: Leveraging the Value of Culture | Will Costolnick, CFO, Hire Dynamics

Years from now, when Will Costolnick thinks back to the start of his CFO career, he will likely count the 12 months that preceded his appointment as CFO of Hire Dynamics as part of the same chapter, for—not unlike many of his CFO peers—Costolnick first found his footing at his new employer by slipping into…
Listen to the Episode Below (00:40:01)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn

605: When Finance Sings a New Tune | John Cappadona, CFO, School of Rock

Unlike the music artists and instructors recruited by School of Rock to provide music lessons at its 270 locations around the globe, John Cappadona was first hired by the firm to provide a crash course in accounting. “The day I joined, my controller and I walked through the door together not knowing anything,” explains Cappadona,…
Listen to the Episode Below (00:41:33)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenLinkedInLinkedIn