Back in 2020, the call that longtime General Electric veteran Ana Chadwick accepted from a recruiter would prove to be the one solicitation in a career’s worth of such outreaches that would ultimately result in an executive search fee. Still, while Chadwick would be a prize placement for any headhunter, it is clear that this […]
Trusting Your Long Term Mission | Teresa Chia, CFO Vertafore
947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore
Among the different career phases that Teresa Chia credits with having helped to advance her down the CFO path, there is little question that Phase 2 was the most formative. Still, how she came to enter this phase had little to do with career ambitions—or at least her own career ambitions. The second phase of…
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Ep 28: How Planning Aces Are Made
This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bowse, and CFO Jason Leet of Zylo. Planning Ace's Cohost Jack Sweeney points out that all three of this episode's finance leaders have noteworthy M&A backgrounds, including Michael Linford's role as the first CFO after…
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Roles & Responsibilities in Finance | Doug Lindroth, CFO, Tealium
945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium
Doug Lindroth tells us that he is not likely to forget the day that Google filed its S-1 registration statement simply because it was on the same one that semiconductor distributor Memec filed its own S-1. Back in June 2004, Lindroth was CFO of Memec when the firm’s management opted to file a registration statement…
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Finance Transformation, Metrics, Networking | Ana Chadwick, CFO, Pitney Bowes
944: Building Your Network | Ana M. Chadwick, CFO, Pitney Bowes
Back in 2020, the call that longtime General Electric veteran Ana Chadwick accepted from a recruiter would prove to be the one solicitation in a career’s worth of such outreaches that would ultimately result in an executive search fee. Still, while Chadwick would be a prize placement for any headhunter, it is clear that this…
Listen to the Episode Below (0:59:42)
When a Restructuring Became A CFO’s Flight Path | Donald McClure, CFO, Identity Digital
943: Finding the Path Forward | Donald McClure, CFO, Identity Digital
Back in 2017, Donald McClure had only recently been appointed vice president of FP&A at Brinks Home Security when the company’s CFO at the time decided that it was the right time for retirement. Unbeknownst to McClure—and perhaps even to the firm’s subsequent new CFO hire—a transformative chapter was about to get under way at…
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Achieving a Shared Alignment Around Data | Sarah Spoja, CFO, Tipalti
942: Building a Profitability Mindset | Sarah Spoja, CFO, Tipalti
It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley Bank [SVB]?” For Tipalti CFO Sarah Spoja, the query instantly summons memories of being seated between two of Tipalti’s financing…
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