The Source for CFO Thought Leadership

customer success

1086: M&A, AI, and the Art of Integration | Adam Ante, CFO, Paycor

“It wouldn’t surprise me. No, it would be exciting.” That was Adam Ante’s initial response when asked if five years from now, he could imagine himself still in the C-suite—but not as a CFO. The comment seemed to linger in the air, hinting at a deeper current in his career journey. Ante, who had led…
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1085: The Strategic Power of Curiosity | Erik Rothschild, CFO, Cin7

Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpected—he pitched actual trade ideas to the portfolio manager across the table. That bold move earned him a spot on the team, and eventually, a portfolio of his own. “That whole experience taught…
Listen to the Episode Below (0:43:30)
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Unleashing Innovation: Strategic Insights into AI Adoption

Trintech CFO Omar Choucair discusses emerging roles in AI, emphasizing the critical balance between rapid innovation and risk management. He explains that while 20% of employees eagerly adopt AI tools, many remain hesitant. Key is targeted training and ensuring proper licensing—using enterprise platforms that provide compliance and access to multiple solutions. He stresses that cross-department […]

1077: Unleashing Innovation: Strategic Insights into AI Integration | Omar Choucair, CFO, Trintech

Trintech CFO Omar Choucair is increasingly turning to AI as a strategic advantage—building teams, refining data “plumbing,” and automating time-consuming processes. His strategic mindset, honed by years of thriving in unpredictable environments, drives him to embrace AI as a catalyst for operational efficiency and transformative growth. Choucair tells us that his approach centers on leveraging…
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996: Cultivating a CFO’s Toolkit | Aaron Levine, CFO, Prophix

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. His journey has been marked by a series of strategic transitions and expansions of his skill set that illustrate the broadening…
Listen to the Episode Below (0:36:10)
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886: When SaaS Became the Destination | Alka Tandan, CFO, Gainsight

One key takeaway from Gainsight CFO Alka Tandan's career journey is the importance of being open to new opportunities and pivoting when necessary. Tandan started in investment banking, transitioned to media, and then vectored again to the SaaS industry. Looking back on the first move of her career, Tandan says that she “came to a…
Listen to the Episode Below (00:49:30)
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789: Always Be Hiring | Jonathan Sides, CFO, Fleetio

Among the many SaaS CFOs with whom we have spoken, few have listed their finance leader priorities for us as simply and concisely as did Jonathan Sides, CFO of Fleetio, a Birmingham, Alabama, software company that helps companies to track and manage their fleet operations. “My personal defect is always wanting to take on more—without…
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486: Counting Your Customer Success Milestones | Matthew Fahy, CFO, FinFit

When Matt Fahy identifies the opportunities that have punctuated his finance career, he credits subscription revenue models as having played a recurring role along the trajectory that has led to multiple CFO tours of duty. For Fahy, it all began with a move to New York City, where he was soon serving one of the…
Listen to the Episode Below (00:46:46)
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479: Keeping the Customer Top-of-Mind | Stefan Schulz, CFO, PROS Holdings, Inc.

Among the many flights that CFO Stefan Schulz has taken between Minneapolis and Houston over the years, few are etched in his memory better than a certain return flight to Minneapolis—during which he created an ambitious list of Sarbanes-Oxley (SOX) action items. The list that Schultz created in the air that day was long and…
Listen to the Episode Below (00:48:11)
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341: The Race for Real-Time Data | Jenny Kray, CFO, Calabrio

Join us when Jenny Kray looks back at the career path that led her to Calabrio's CFO office and reveals her growing focus on accessing and distributing real-time data to elevate strategic decision-making throughout the Calabrio organization. When it comes to Calabrio's workforce and employees, what are your priorities as a finance leader? "The priorities are…
Listen to the Episode Below (00:28:37)
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246: Growing Your Customer Orientation | Carol Wood, CFO, Dizzion

When career CFO Carol Wood joined Denver, Colorado, tech company Dizzion back in 2015, she already had an established track record of keeping a firm grasp on the systems and controls required to transition a company from one growth plateau to the next. Join us when Carol traces her steps down the finance leadership path and reveals the origins…
Listen to the Episode Below (00:28:21)
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Integrating Customer-Centric Analytics Into Finance, Mike Picchi, CFO, Allconnect

Not since corporate boards first formulated the modern C-suite has the leadership reach of a C-suite member been more fluid than today within the ranks of Chief Financial Officers. “Don’t be left behind” are the determined words that now lead growing numbers of finance professionals to expand their influence beyond the realm of traditional accounting […]