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 […]
The Art of Smart Acquisitions: Bill Korn on M&A Strategy
In the The Mentoring Round, Bill Korn, Strategic Board Advisor and CFO-Emeritus, shares his expertise on M&A strategy. With 24 acquisitions under his belt, Korn emphasizes that the key to long-term value isn’t just execution—it’s having the right strategic fit. He recounts bold moves, including acquiring companies larger than his own, and reveals how calculated […]
Ep 4: Bold Moves, Big Impact: Lessons in Leadership
What does it take to lead and grow a company in today’s fast-changing world? In this episode, three top finance leaders share the defining moments that shaped their careers and the bold decisions that drove business success. This Episode:🔹 Michael Sumruld reveals why stepping outside your comfort zone is key to leadership, sharing his experiences […]
1068: The CFO Advantage in the Boardroom: Strategy, M&A, and IPO Readiness | Bill Korn, Strategic Board Member & CFO-Emeritus
Bill Korn approaches board leadership with the same strategic, forward-thinking mindset that defined his CFO career. He believes a board member's role extends beyond governance to actively supporting company growth, shaping financial discipline, and guiding leadership teams through inflection points. Bill prioritizes long-term value creation over short-term gains, leveraging his M&A expertise, IPO experience, and…
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How Door Handles Unlock Customer Value at Tesla | Mike Taylor, CFO, Gusto
CFO Guest: Mike Taylor of Gusto Episode: #838 The Unseen Levers of Customer Impact
318: The Merits of Lifetime Customer Value | Renée Hornbaker, CFO, Stream
Six years ago, when Renée Hornbaker entered the CFO office of Stream, in Dallas, Texas, her first order of business was making certain her team had the CPA bench strength required to routinely produce accurate reports. Next, she focused on adding the skills needed to produce a dynamic forecast. More recently, her focus has been…
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