Inside The Mentoring Round CFO Doug Potvin reflects back at his time at the National Marine Fishery Service, where Potvin had a pivotal moment that shaped his career aspirations. Frequently told to “talk to the owner” when discussing business and financial matters, Doug realized the importance of being deeply involved in all aspects of a […]
The Mentoring Round | Aaron Levine, CFO, Prophix
Inside The Mentoring Round, CFO Aaron Levine explains how he views AI as a supportive tool rather than a replacement for human jobs. He champions AI’s role in augmenting the capabilities of finance professionals, through tools like the AI-driven ‘report insights’ feature in Prophix’ platform. Levine emphasizes the critical importance of system and team integration […]
875: Connecting People and Processes | Eliran Glazer, CFO, Monday.com
Eliran Glazer’s finance career journey began in the late 1990s at the Tel Aviv office of KPMG, where as a 20-something he spent 3 years auditing a portfolio of fast-growing software companies. As the year 2000 approached, Glazer was suddenly being recruited by an Israeli-American CFO who was seeking to fill a controller position—and…
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834: Where Paths Converge and Leaders Emerge | Tracy Curley, CFO, iSpecimen, Inc.
We are nearly at the end of our talk with CFO Tracy Curley when she mentions her two adult children. “I’m really blessed that they knew how important my career was to me when I was raising them,” remarks Curley, who recalls that during their younger years, it was not unusual for the children to…
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Ep 14: Let RPA Lead Rather Than Replace
Steve and Jack discuss how the FP&A realm is becoming a world where data expertise and insights are as widely sought after as traditional budgeting and forecasting skills. Meanwhile, Steve urges finance professionals to take an enlightened view of robotic process automation (RPA). Rather than replace the work of humans, the adoption of RPA offers […]
759: The Making of a Milestone Year | Dave Bernhardt, CFO, SentinelOne
"Success is certain if you surround yourself with great leaders, operators, and teammates … and work harder than them." –Dave Bernhardt, CFO, SentinelOne How should a textbook rental company respond when it discovers that Amazon has just introduced offerings that will make the giant retailer its newest and biggest competitor? If it’s 2013 and…
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