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CFO

873: Pages from a Silver Lining Playbook | Michael Kopelman, CFO, Meow Wolf

Back in 2022, only three years after its acquisition of Warner Media, AT&T decided to leave the entertainment business and announced plans to relinquish its ownership of the giant media company. Just like many of his peers, Michael Kopelman has found that the business headlines of the past have everything and nothing to do with…
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872: Opportunities Along the xP&A Frontier | Dan Fletcher, CFO, Planful

During the early years of his finance career Dan Fletcher was accustomed to being the executive from somewhere else. When he first joined the asset management team at Allstate Investments, he was “the auditor from Price Waterhouse”, and when he landed inside an interim management role as a private equity advisor he was the former…
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871: Keeping in Stride in a High-Pressure Economy | Jared Poff, CFO, Designer Brands

One of the unspoken truths about interim CFO roles is that they sometimes don’t lead to an actual CFO role—a fact that has turned more than a few seasoned finance executives into chronic nail-biters.   For Jared Poff, who ultimately cleared all hurdles as an interim chief to land inside the CFO office at Designer…
Listen to the Episode Below (00:55:34)
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870: When Preparation Matters | John McCauley, CFO, Calendly

John McCauley is the first finance leader to tell us that his path to the CFO office began in a pool. Back in high school, McCauley relates, he was a rebellious student with less than impressive grades when a stubborn and no-excuses-allowed water polo coach knocked him from his wayward track. According to McCauley, the…
Listen to the Episode Below (00:42:47)
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869: Sharpening its Customer Focus | Ravi Narula, CFO, FinancialForce

Looking back, CFO Ravi Narula tells us that he wishes that he had become a “servant leader” sooner, as he references the familiar leadership tag signaling a mind-set focused on serving others. “If you asked me 15 years ago, ‘Do you have a servant leader mind-set?,’ unfortunately, I would have said ‘No,’” comments Narula, who…
Listen to the Episode Below (00:56:36)
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868: Armed and Sheltered From the Storm | Tom Fennimore, CFO, Luminar Technologies

The Goldman Sachs “anti-raid” team was between conference calls with an embattled client company when word came that a senior member of the target company’s management team had unexpectedly died. Looking back, Tom Fennimore says that the next few months of his early career years at Goldman then became a transition point—or period of accelerated…
Listen to the Episode Below (00:51:06)
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867: Energizing Your Data Relations | Donald Alvarez, CFO, Cyngn

Back in 1993, Don Alvarez was an auditor with Deloitte’s San Francisco office when specialty retailer and coveted client company West Marine went public. For Alvarez, the day began with WM’s management explicating the novel steps behind pricing its offering, which was followed by the requisite trip to a Bay Area printer. The long day…
Listen to the Episode Below (00:48:08)
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