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 He contrasts these advanced workflows with outdated “spray and pray” email campaigns, […]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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750: Fielding Your Insight Team | Chitra Balasubramanian, CFO, CircleCI
"As critical as it is to have technical skills, it's equally (if not more) important to always work on your interpersonal skills. So much of the job of CFO is about numbers, but as you build out an organization, you need to relate to people and be an effective communicator." –Chitra Balasubramanian, CFO, CircleCI Talk…
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747: Exposing Your Growth Drivers | Jim Morgan, CFO, CallRail
"Work quickly to find out what matters the most in the organization (for example, customer acquisition, pricing, product development, operational efficiency, M&A, et cetera) and make sure that you master this area of the business while also learning every other aspect of the organization." –Jim Morgan, CFO, CallRail It sounds counterintuitive, but the best big…
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680: Making Sales Success a Must-See Metric | Ron Knutson, CFO, Lawson Products
As the newly appointed CFO of Lawson Products a little more than a decade ago, Ron Knutson realized the significant infrastructure and technology investments that would be required to meet the productivity goals that he was expected to help drive. In anticipation of the investments that would need to be made, Knutson recalls, he first…
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