The Source for CFO Thought Leadership

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543: Whetting Your Firm’s FP&A Appetite | Paul Willson, CFO, Compeat

After years of careful finance career–building within the healthcare sector, Paul Willson came upon an opportunity inside Austin’s energetic technology start-up community that he found hard to resist. Becoming employee number 23, he was immediately dubbed “the finance guy”—a label that he would wear for only 5 days before the ambitious start-up announced that it…
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542: Now See This: One CFO’s Data Visualization Mantra | Tim Zue, CFO, Boston Red Sox

­­­When it comes to guessing a person’s email address, most of us would agree that the best way to optimize your odds of success is to first assume that the person was using their actual name as part of the address. From there, your next decision arguably is whether to spell out the individual’s first…
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541: Energizing Your Stakeholder Network | Smital Shah, CFO, ProQR Therapeutics

As an Indian citizen living in the United States and working for a Dutch company, CFO Smital Shah frequently spends her days on conference calls with investors from Asia, Israel, or Europe. On every investor call, at every board meeting, and at every employee gathering, the same question gets asked: “How far is ProQR from…
Listen to the Episode Below (00:35:23)
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540: When the Whole is Greater | Lucy Rutishauser, CFO, Sinclair Broadcast Group

Like a savvy investor, Lucy Rutishauser built her early career by carefully tracking the activities of different companies. Sometimes, to glean better insights, she would actually cold-call a company and ask for the finance department. But Rutishauser wasn’t looking to invest money—instead, she was looking to invest that all-so-valuable commodity known as career-building years. “The…
Listen to the Episode Below (00:34:00)
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538: When Saying “No” Is a Strategic Imperative | William Edmondson, CFO, 1E

The mass migration of software developers from perpetual licensing to subscription licensing models has allowed quite a few CFOs to enrich their strategy credentials in recent years. It’s a movement that has allowed finance chiefs to rebrand themselves as champions of change, and one that has helped to dismiss the image of CFOs being the…
Listen to the Episode Below (00:39:58)
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537: When Every Megawatt Matters | Sharif Metwalli, CFO, Vantage Data Centers

When Sharif Metwalli decided that the time was right to accept a CFO position with Vantage Data Centers, he was confident that he had found a company that allowed him to check all of the boxes when it came to his finance leader search criteria. Box #1: Know and respect the management team. Box #2:…
Listen to the Episode Below (00:25:50)
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533: Taking the Temperature of Your Business | Jeff Friedman, CFO, Savi Technology

When asked about which numbers have been top-of-mind since his arrival two years ago inside the CFO office at Savi Technology, Jeff Friedman quickly mentions accounts payable, receivables, and cash before taking a short pause and stating “the sales pipeline.” After 24 months as Savi’s finance chief, it’s clear that Friedman has lines of sight into…
Listen to the Episode Below (00:41:27)
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530: Embracing the Age of Mobile Finance | John Orton, CFO, Amplify Credit Union

For most of us, the act of “throwing the book” at someone is just an expression meant to conjure up the image of a judge throwing a book of laws at a criminal as punishment. However, the visual that CFO John Orton summons in the opening minutes of our talk is the act of having…
Listen to the Episode Below (00:40:40)
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521: Resolve and Realization: A CFO’s Life Sciences Journey | Marc Schegerin, CFO, ArQule

Marc Schegerin’s arrival inside the CFO office at ArQule is either a fortunate accident or a feat of singular career-building precision, for there is little question that ArQule has entered a unique place in time along the arc of its existence—which Schegerin has been trying to reach for more than two decades. It’s a place…
Listen to the Episode Below (00:45:43)
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504: Understanding Your Customers | Steve Coughran, CFO, EMJ Corporation

Inside the middle market today, it's not uncommon to find a seasoned private equity executive serving as CFO of one of his or her firm's portfolio companies. Such an arrangement provides the business leader with a coveted split-screen view that buffers the investor's demands with real-world operational insights. CFO Steve Coughran, who last year entered…
Listen to the Episode Below (00:44:22)
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501: Why the Message Matters | Steven Gaven, CFO, Boston Private

Many CFOs have told us that storytelling is a big part of being a successful CFO today. However, quite a few finance leaders have told us that this did not come naturally to them and that in fact it was only by virtue of an "A-ha!" moment that they did finally lock on to the…
Listen to the Episode Below (00:28:47)
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“Being There – When the Decisions Are Being Made” – Glenn Synder, VP, Corporate FP&A, Digital Realty | Perform 2019

Hi, it’s Jack Sweeney and we’re attending Perform 2019 Host Analytics Annual Conference. We’re speaking with Glenn Snyder, vice president of corporate FP&A, for Digital Realty. QUESTION: Glenn, what are your priorities as an FP&A leader over the next 12 months? SNYDER: Well, Digital Realty is an S&P 500 company that’s in 12 different countries, […]