The Source for CFO Thought Leadership

customer retention

1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra

When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–25-year-old…
Listen to the Episode Below (0:48:40)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill

What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped…
Listen to the Episode Below (0:47:46)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

Riding the AI Wave: Revenue Strategy at Gong | Tim Ritters, CFO, Gong

A Finance Strategic Moment Facing rising downgrades, Tim Ritters led Gong’s finance team to deeply analyze product usage patterns by persona and behavior. These insights empowered customer success efforts and cut churn and downgrade rates by half within two years—proving that in tough markets, usage data can be a powerful lever for retention. Now Watch […]

1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong

During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The role gave him early exposure to cross-functional work and large-scale data environments. “Day one, you’re working cross-functionally,” Ritters tells us. He adds that this mindset became…
Listen to the Episode Below (0:39:37)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

How AI is Driving Business Efficiency & Retention

CFO Kevin Rhodes explores how AI is reshaping business strategy—both internally for operational efficiency and externally for customer experience. He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. Rhodes also examines the evolving monetization models of AI, highlighting its role in retention, automation, and revenue growth. His […]

1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

It was shortly after Eugene Wong exited the banking world to advance into a senior operations role that he realized the importance of a holistic view. At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. By stepping in and aligning priorities, he emerged as a “quarterback,” bridging…
Listen to the Episode Below (0:52:47)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube