Manny Korakis points to McGraw Hill’s growth and value plan as his defining finance moment, when portfolio management replaced pure accounting focus. Finance drove decisions on which assets to acquire or divest, shifting the function toward enterprise value creation and long-term growth rather than record-keeping alone. Now Watch the Complete Episode Featuring CFO Manny Korakis […]
1152: Value Creation Starts with Portfolio and Capital Discipline | Manny Korakis, CFO, Presidio
In his first “60 to 90 days” as CFO of Presidio, Manny Korakis learned that preparation doesn’t cancel pressure, he tells us. “Now the buck stops here,” he tells us, and he “didn’t really appreciate the pace” required until he was living it daily, he tells us. Korakis traces his move into enterprise thinking back…
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1075: Mastering Recurring Revenue: The Next Chapter Unfolds | Kevin Rhodes, CFO, Extreme Networks
Kevin Rhodes recalls one of the earliest lessons in his finance career. “I wanted to understand the business,” he tells us, describing his decision to ride along with a Waste Management truck crew. Clipboard in hand, he meticulously recorded stop distances, tonnage collected, and time spent at each location. By the end of the week,…
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How AI Is Transforming Sales Strategies: Insights from SalesLoft CFO Chris Nagy
CFO Chris Nagy of Salesloft explores AI as a strategic lever, detailing its dual role in market-facing products and operational efficiency. Nagy explains how SalesLoft’s proprietary AI tools, such as Conductor AI and Rhythm, help transform revenue orchestration by generating actionable seller insights. He contrasts these advanced workflows with outdated “spray and pray” email campaigns, […]
CFO David Morris on Guardian Pharmacy’s Road to IPO and Growth Strategy
In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]
The Mentoring Round | Jeff Woolard, CFO, Velocity Global
Inside The Mentoring Round, CFO Jeff Woolard shares an example from Intel where finance’s broad view helped realign the product roadmap with market demands, enhancing margins. Woolard advocates a structured decision-making process to navigate uncertainties effectively. He stresses the importance of not just operational efficiency but also actively seeking opportunities to enhance the firm’s value.
How A Data Unlock Helped SEC To Identify At-Risk Issuers | Alison Staloch, CFO, Fundrise
CFO GUEST:: Alison Staloch of Fundrise Staloch: At the SEC, I remember, you know, we were we were starting to build out our data aggregation tools as an organization primarily as a way to streamline risk identification for our examinations or analytics teams, or, you know, for use in reporting metrics and our economic analyses […]
Peering Deeper Into the Sales Funnel | Tony Tiscornia, CFO, Coupa
CFO GUEST: Tony Tiscornia of Coupa EPISODE: #851: The Day After Your Transaction
848: The People, the Mission, and the Innovation | Evan Goldstein, CFO, Seismic
Evan Goldstein tells us that it was at the end of another long day—after a week of long days—as he was walking to the parking lot adjacent to Genentech's offices that he received a “gut punch.” Becoming more self-aware of others is something that many finance leaders have told us that they have needed to…
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843: Making Finance Part of the Business’s Operating Fabric | Adil Syed, CFO, Rippling
If, as the old maxim suggests, "life" is what happens to us while we are busy making other plans, Adil Syed’s other plans most likely did not include Snap Inc—or at least they didn’t when he first headed east to attend business school. Having spent the previous 3 years at Redpoint Ventures helping to raise…
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836: Building Consensus to Go Real-Time | Anna King, CFO, Mesh Payments
Several years ago, when CFO Anna King first began to champion the benefits of real-time data, she recalls that a sudden clamor around new customer activity afforded her the consensus-building moment for which she’d been waiting. At the time, King worked for Transactis, a payment processing company that she had first joined in 2011 as…
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773: Serving an Organization of Proactive Decision-Makers | Darrell Cox, CFO, Vena
For many organizations, capturing real-time data is no longer a goal but now a reality. However, for those firms determined to accumulate these real-time bits and digital details, the old adage about house guests and fish seems to apply: After 3 days, the former begin to smell like the latter. This is an aroma that…
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