The Source for CFO Thought Leadership

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1,037: Optimizing Growth and Margins: A CFO’s Strategic Playbook | Regi Vengalil, CFO, Trax Retail

When the opportunity to help lead Expedia's corporate travel business arose, Regi Vengalil knew that this was exactly the role that he had been seeking in order to put his CFO career on a new and better track. Stepping into this CFO position meant overseeing a business unit with $600 million in revenue and $120…
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1,031: Unlocking Operational Scale in Health Insurance Through AI and Data | Scott Blackley, CFO, Oscar Health

When Scott Blackley was asked in kindergarten what he wanted to be when he grew up, his answer was surprisingly clear: "I want to be an auditor." This early ambition was no coincidence; his father was a partner at KPMG, and young Blackley grew up around the firm’s offices, imagining himself one day sitting at…
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1,030: Leveraging Global Expertise to Shape ADP’s Financial Future | Don McGuire, CFO, ADP

In 2021, ADP's HR leader reached out to Don McGuire, then the company’s globe-trotting EMEA president, to gauge his interest in stepping into the firm's CFO role. McGuire was surprised, inasmuch as it had been nearly two decades since he had veered off the traditional finance career track. During this interim, McGuire had taken on…
Listen to the Episode Below (0:58:21)
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The Mentoring Round | Salman Khan, CFO, Marathon Digital Holdings

Inside The Mentoring Round, CFO Salman Khan highlights the transformative strategy at Marathon Digital, shifting from renting data centers to acquiring operational capacity, driven by his experience in the heavy industry and M&A. He emphasizes the importance of articulating decisions methodically, especially when data is incomplete. Khan also discusses the similarities and differences between Bitcoin […]

1,027: Strategic Finance in the Digital Asset Industry: Lessons From a Bitcoin-Mining Leader | Salman Khan, CFO, Marathon Digital Holdings

When Salman Khan arrived in Dubai from the U.S. in the early 2000s, he was already a seasoned auditor with PricewaterhouseCoopers, ready to narrow his focus to the oil and gas industry. If someone had told him then that he would one day be the CFO of the world’s largest bitcoin-mining company, he may have…
Listen to the Episode Below (0:48:53)
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The Mentoring Round | Tom Bock, CFO, SmartFinancial

CFO Tom Bock reflects on two pivotal experiences that shaped his mindset as a leader. The first is a lesson from his childhood in communist Hungary, where his grandmother taught him the importance of responsibility and learning from life’s challenges. This early lesson instilled in him a lasting sense of duty and resilience. Fast forward […]

1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial

In 2005, fresh into his first banking job at Citigroup, Tom Bock found himself working 63 hours straight in preparation for a critical pitch. Fueled by a desire to prove his worth, he pushed his limits, refusing to rest until the task had been completed. However, this grueling experience came at a cost—his nose began…
Listen to the Episode Below (0:52:56)
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1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc.

Josh Schenker may well be the only CFO we've interviewed who claims to have dropped out of high school—which he actually did, sort of. In order to accelerate his academic ascendance, Schenker passed the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. "I never received a…
Listen to the Episode Below (0:42:53)
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1,010: When SaaS Became His Native Language | Michael O’Grady, CFO, Permutive

Michael O'Grady's finance strategic moment occurred in 2014 at higher-ed tech company Ellucian. Faced with transitioning from a traditional perpetual license model to a SaaS one, he identified the need for a unified approach across all business functions. Recognizing that the company's executives had differing visions, he proposed skipping the annual budget process to focus…
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1,006: Finance and Strategy: A Dual Approach | Jorge Stevenson, CFO, Yuvo Health

CFO Jorge Stevenson’s finance career journey began in Santiago, Chile, where both of his parents—leaders within the business community—instilled in him the importance of finance when it comes to achieving business success. Stevenson’s formal business education began with an MBA from Duke University, where he honed his finance acumen. His professional journey has included stops…
Listen to the Episode Below (0:41:25)
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1,004: Beyond the Casino Floor: A CFO’s Ascent | Efraín Pérez Agosto, CFO, MGM National Harbor

Efraín Pérez Agosto began his career on the lively casino floors of Puerto Rico, where his fascination with the gaming industry was first sparked. Starting with a succession of jobs, he quickly showcased his analytical prowess and passion for numbers. In search of broader horizons, Agosto relocated to the U.S. when his casino owner set…
Listen to the Episode Below (0:43:33)
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998: Margins, Metrics, and Payments | Lawrence Herman, CFO, Dwolla

Lawrence Herman's path to becoming a CFO unfolded through a series of experiences that changed his understanding of the finance world, beginning with his initial role at Goldman Sachs. Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to…
Listen to the Episode Below (0:35:42)
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