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
1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek
1057: Building Strategic Value: Inside the Finance Engine Room | Georgy Egorov, CFO, ZeroAvia
AI & Cloud Transitions: CFO Zack Johnson on Future-Ready Finance
1056: The Three Ps: A Data-Driven Approach to Sustainable Growth | Zach Johnson, CFO, Cribl
1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish
1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft
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 […]
1,046: Transforming Finance from Reactive to Proactive Leadership | David Eckstein, CFO, Vanta
Adapt and Excel: CFOs Changing Industry Landscape
This article originally appeared on Forbes.com CFOs often build their careers within a specific industry, leveraging their accumulated expertise to navigate complexities and add value over time. This steady climb enables finance leaders to deepen their understanding of industry-specific regulations, operations, and customer behavior. However, a daring segment of CFOs seeks opportunities beyond familiar territory, […]
The Electric Services Opportunity, A CFO’s Priorities | Rex Jackson, CFO, ChargePoint
CFO GUEST: Rex Jackson of ChargePoint