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947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore

Among the different career phases that Teresa Chia credits with having helped to advance her down the CFO path, there is little question that Phase 2 was the most formative. Still, how she came to enter this phase had little to do with career ambitions—or at least her own career ambitions. The second phase of…
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945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium

Doug Lindroth tells us that he is not likely to forget the day that Google filed its S-1 registration statement simply because it was on the same one that semiconductor distributor Memec filed its own S-1. Back in June 2004, Lindroth was CFO of Memec when the firm’s management opted to file a registration statement…
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933: When Transparency Drives Profits | Charly Kevers, CFO, Carta

When Charly Kevers took his mentor’s advice and swapped a corporate development role at Hewlett-Packard for a tour of duty as a director of HP’s investor relations arm, he looked forward to tackling a variety of IR requisites, including crafting the messaging that follows a change at the top. Two years and four HP CEOs…
Listen to the Episode Below (0:53:26)
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921: The Work Comes First | Niki Heim, CFO, LogicSource

It’s perhaps no secret that this podcast can be rather rigid when it comes to our policy for welcoming guests: Invitations are reserved for CFOs and CFOs alone. In fact, we regularly turn away book authors, consultants, and even CEOs. Such was the case for David Pennino, CEO of LogicSource, who recently was “pitched” to…
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919: Adopting a Broader View | Chris Kramer, CFO, Axonius

Among the different career highlights that Chris Kramer shares with us, perhaps none is as memorable as what might be called his "Indiana Jones moment." Having distinguished himself as a “technical accountant” during the first half of his career, Kramer was often dispatched to observe and scrutinize the accounting practices of prospective acquisition targets in…
Listen to the Episode Below (0:37:18)
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918: A Uniform Beginning | Ken Bowles, CFO, WilsonHCG

Back in 2001, the new finance recruits roaming the corridors of General Electric Company prodded themselves along as they confronted the everyday challenges of orienting themselves inside GE’s hard-shell corporate culture. This was perhaps especially true for financial analyst Ken Bowles, whose cultural trial was somewhat more daunting, considering whence he had come. Turn back…
Listen to the Episode Below (0:47:22)
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Growth & Efficiency | Joel Campbell, CFO, TreviPay

CFO GUEST: Joe Campbell of TreviPay CFO Campbell explains the importance of not just growing quickly, but also converting that growth into earnings efficiently. As he explains: It’s a delicate balancing act, and we shares his strategies for achieving it. Strategy Communication: Campbell emphasizes the need to articulate and demonstrate the company’s strategy to his […]

917: Build Your Own Personal Balance Sheet | Joel Campbell, CFO, TreviPay

While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the crisis. Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to…
Listen to the Episode Below (0:41:12)
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902: Finding Your Fire | Celeste Ackert, CFO, Fairmarkit

Of all of the places future CFOs could have been employed in the late 1990s, the printing division of RR Donnelley might seem to have been among the least likely. However, what's important to note is that this period predated the wide deployment of EDGAR, the database system that electronically automates the collection, validation, and…
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The Enterprise Mindset: When Firm Trumps Function | Julie Swinney, CFO, Zendesk

CFO GUEST: Julie Swinney of Zendesk Julie Swinney, CFO, Zendesk reflects back on a career chapter at Intel Corp. when she stepped into a General Manager role after a GM departed the company. Swinney, a career finance executive, stresses the importance of an enterprise mindset, which involves putting the company’s interests first, instead of just […]