The Source for CFO Thought Leadership

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1,009: From GE Conference Rooms to Pinstripes Boardroom | Tony Querciagrossa, CFO, Pinstripes

Two-and-a-half years ago, CFO Tony Querciagrossa began a discussion with Dale Schwartz, founder of Pinstripes, that would eventually lead to Querciagrossa joining the experiential dining up-and-comer as CFO. Turn back the clock a little, and you would see that Pinstripes, aiming for a traditional IPO, had engaged Goldman Sachs to solidify its path toward benefiting…
Listen to the Episode Below (0:44:47)
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SPECIAL EPISODE: Strategic Leadership in Data: Perspectives with Fatema El-Wakeel, PHD

Blending academic rigor with industry acumen- Fatema El-Wakeel, PHD has multiple professional lives inside the data strategy realm.  Her multifaceted career encompasses roles at the University of Cambridge, where she imparts knowledge as a seasoned educator, and at Unilever, where she shapes strategic data initiatives. Fatema also lends her expertise as a non-executive director of the…
Listen to the Episode Below (0:34:59)
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1,002: Transforming Retail: A Strategic Journey | Joan Hilson, CFO, Signet Jewelers

When David's Bridal, a New York City staple, filed for bankruptcy in 2018, Joan Hilson was at the helm as CFO. The experience was a crucible, teaching her invaluable lessons about crisis management and strategic pivoting. "Navigating the bankruptcy of David's Bridal forced me to re-evaluate our strategies and become more resilient," Hilson recalls. This…
Listen to the Episode Below (0:37:53)
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The Mentoring Round | Daniel Bisgeier, CFO, Constellation

Inside The Mentoring Round, CFO Daniel Bisgeier highlights that the process of defining and refining KPIs is iterative, reflecting changes in the business environment and internal company goals. This adaptive approach ensures that the company remains aligned with its most critical success factors over time. Bisgeier discusses the innovative use of artificial intelligence (AI) within […]

997: From Reaction to Action: Capturing Insight for Growth | Daniel Bisgeier, CFO, Constellation

When a leader is faced with unprecedented challenges, their true mettle is tested. Daniel Bisgeier, a seasoned CFO, exemplifies how continuous improvement and strategic decisiveness can pave the way for corporate resilience and growth. Reflecting on his career, Bisgeier notes that significant progress often comes not in bursts but through "persistent effort over time and…
Listen to the Episode Below (0:48:27)
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995: Embracing Change to Energize Your Career | Dan Murphy, CFO, Commercetools

The way that Dan Murphy sees it, the CFO position demands that leaders always be kept on high alert. This is a mindset that has led him to habitually monitor updates and alerts related to key vendors, including banking institutions. And so it was, in first quarter of 2023, that he spotted a vague tweet…
Listen to the Episode Below (0:56:29)
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991: Transforming Investment Wisdom Into Management Strategy | Jeff Bray, CFO, Semperis

Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key areas would greatly amplify his…
Listen to the Episode Below (0:45:41)
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The Mentoring Round | Jennifer Loo, CFO, Tala

Inside The Mentoring Round, CFO Jennifer Loo explains why the metric of customer lifetime value (CLV) is her core indicator of business performance, emphasizing the importance of delivering value to customers and understanding their engagement and commitment. Loo emphasizes the importance of finance professionals keeping their “heads up” — engaging beyond spreadsheets to understand broader […]

The Mentoring Round | Erin Sawyer, CFO, Certinia

Inside The Mentoring Round, CFO Erin Sawyer tell us when she recognized the necessity of adopting a holistic approach to operational processes. Rather than viewing each department’s systems and procedures in isolation, she saw the value in examining how each part of the process impacted others, highlighting the need for an integrated approach to drive […]

986: Blending Finance With Operational Ingenuity | Erin Sawyer, CFO, Certinia

Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer's professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial…
Listen to the Episode Below (0:41:20)
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The Mentoring Round | Eric Bouchard, CFO, Axiom

CFO Eric Bouchard spent four years preparing Atrium Innovations for an exit, inside The Mentoring Round, Bouchard reflects on the transformation from a smaller organization to a more mature company capable of rewarding the company’s investors. Reflecting on his early days in the CFO role, CFO Bouchard emphasizes the importance of staying true to one’s […]

Ep 32: Operating IN and ON the Business

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of The Beachbody Company, Emma Brown of Medius and David…
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