In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path. [ssp-player] Now Watch our Complete Episode Featuring […]
1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo
1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong
From Anomalies To Financial Advantage | Matthias Steinberg, CFO, MindBridge
A Finance Strategic Moment Seeing poor collaboration with shared‑service finance teams, Steinberg realized relational capital drives strategic finance. He set up an office at the remote site, spent two days weekly with tax, accounting and compliance leads, listening and co‑solving issues. The strengthened partnerships lifted quality and helped to ready IONOS for a smooth IPO. Now […]
1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, MindBridge
1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance Group
From Product To Ownership Ecosystem | Tom Egan, CFO, Hometap
A Finance Strategic Moment Amid 2020’s Covid uncertainty, Tom Egan drew on his Lehman‑era lesson that contracts follow relationships. He immediately called Hometap’s two banks, shared worst‑case projections and asked for covenant flexibility. The transparency earned rapid waivers, safeguarded liquidity and proved that trust, not paperwork, is the true collateral when markets fracture. Now Watch the […]
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
Achieving Strategic Optionality Through Operational Rigor | Chad Gold, CFO, Fullstory
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 […]