Alex Melamud’s strategic insight: capital is built on trust, not timing. As an investor, he saw investment committees scrutinize relationship depth and forecast consistency. His advice—start building investor conviction 6–12 months before raising capital. The impact: stronger alignment, higher credibility, and long-term partners who add value beyond the check. Now Watch the Complete Episode Featuring […]
Building a CFO’s GEMBA Habit | Damon Lee, CFO, C.H. Robinson
Early in his career, Damon Lee questioned why identical parts were sourced from different vendors across two plants. His analysis uncovered a $3M savings—20x larger than any other project. The lesson: finance’s curiosity and willingness to speak up can transform operations, not just report results. Now Watch the Complete Episode Featuring CFO Damon Lee of […]
1127: Lean Finance in a Volatile World | Damon Lee, CFO, C.H. Robinson
When Damon Lee reflects on his first conversations with C.H. Robinson’s CEO, he recalls how natural the alignment felt. “We spoke the same language. We were finishing each other’s sentences,” Lee tells us. For a finance leader whose ambition had long been to step into the CFO chair, the clarity of vision he encountered at…
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Balancing AI Investments & ROI: OneStream CFO’s Insights
Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives. Leveraging a strong development platform, targeted acquisitions, and a robust talent pipeline, Bill outlines how OneStream drives competitive advantage despite high AI training costs. With over $500M cash on hand and opportunities spanning both […]