A Finance Strategic Moment One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns. Now […]
1096: Why Usage Beats Revenue in Video SaaS | Gillian Munson, CFO, Vimeo
When Gillian Munson pictures a Vimeo customer, she doesn’t start with a filmmaker, she imagines an insurance company executive or a corner grocery store owner uploading a training clip into Vimeo’s ever thirsty player, and hitting publish without ever surrendering control—or ad space—to a third‑party network. That simple embed workflow, she tells us, explains why “eight…
Listen to the Episode Below (0:49:23)
1079: Staying Ahead of Growth: How Finance Powers Proactive Scaling | Brandon Sullivan, CFO, 2X
The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. “There’s gonna be a press release,” he remembers thinking. “Our new PE partners will open up a treasure chest of relationships for us—we need to be ready.” In anticipation, Sullivan and his team ramped up hiring, ensuring…
Listen to the Episode Below (0:50:31)
The Art of Smart Acquisitions: Bill Korn on M&A Strategy
In the The Mentoring Round, Bill Korn, Strategic Board Advisor and CFO-Emeritus, shares his expertise on M&A strategy. With 24 acquisitions under his belt, Korn emphasizes that the key to long-term value isn’t just execution—it’s having the right strategic fit. He recounts bold moves, including acquiring companies larger than his own, and reveals how calculated […]
Ep 4: Bold Moves, Big Impact: Lessons in Leadership
What does it take to lead and grow a company in today’s fast-changing world? In this episode, three top finance leaders share the defining moments that shaped their careers and the bold decisions that drove business success. This Episode:🔹 Michael Sumruld reveals why stepping outside your comfort zone is key to leadership, sharing his experiences […]
1068: The CFO Advantage in the Boardroom: Strategy, M&A, and IPO Readiness | Bill Korn, Strategic Board Member & CFO-Emeritus
Bill Korn approaches board leadership with the same strategic, forward-thinking mindset that defined his CFO career. He believes a board member's role extends beyond governance to actively supporting company growth, shaping financial discipline, and guiding leadership teams through inflection points. Bill prioritizes long-term value creation over short-term gains, leveraging his M&A expertise, IPO experience, and…
Listen to the Episode Below (1:10:21)
1066: How Language Barriers and Data Shortfalls Propelled a Life in Numbers | Cosmin Pitigoi, CFO, Flywire
Arriving at a high school in Cape Town, South Africa, without speaking English, Cosmin Pitigoi faced an immediate communication challenge. Yet he refused to be deterred, immersing himself in language studies and expanding his vocabulary so he could thrive in the classroom. Years later, that same resolve reemerged in eBay’s IR function, where Pitigoi realized…
Listen to the Episode Below (0:59:37)
Strategic AI Adoption in Finance: CFO Hetu Patel at Thrive Market
Inside The Mentoring Round, CFO Hetu Patel explains how Thrive Market leverages AI for a competitive edge. He highlights the success of AI-driven product recommendations that enhance new member experiences, the promising use of generative AI in member services, and AI’s powerful role in marketing creativity and operational efficiency. Patel emphasizes fast-follower strategies for adopting […]
1062: Scaling with Purpose and Profit | Hetu Patel, CFO, Thrive Market
Four years into his 12-year career chapter at Amazon, Hetu Patel was appointed Finance Director for Prime—a role he credits with opening his eyes to strategic finance. In the days ahead Patel would be handed a milestone assignment, where he worked on a groundbreaking framework attributing the total value of Prime membership to each bundled…
Listen to the Episode Below (0:45:40)
Leading Through Windfalls: CFO Guidance on Secondary Transactions
Inside The Mentoring Round, CFO Kfir Lippmann dives into the lesser-known yet critical impact of secondary transactions. While IPO preparation is high-stakes, these transactions can dramatically affect morale—especially when younger employees receive large sums quickly. Lippmann emphasizes coaching them on responsible spending and long-term thinking, rather than letting sudden wealth create divisions. Balancing transparency, fairness, […]
1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security
CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through…
Listen to the Episode Below (0:40:13)
1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek
It was only last October that the world witnessed SpaceX catching its super-heavy rocket booster as it emitted fiery bursts from the booster’s underside. Among those watching perhaps more attentively than ever was this episode’s CFO guest, Brian Registe, who today oversees the finance function of Questek—a company whose materials-by-design technologies are enabling SpaceX and…
Listen to the Episode Below (0:52:17)