The Future of Finance is Listening

finance

769: Beyond the Boardroom | Herald Chen, CFO, AppLovin

When Herald Chen was growing up in a small town not far from Pittsburg, he dreamed of someday running the town’s steel mill. Years later when he was graduating from the University of Pennsylvania, the steel mill no longer occupied Chen’s maturing career aspirations. “My two job offers were to either go make soap for…
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768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell

Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
Listen to the Episode Below (00:59:03)
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766: Making Decisions with the Customer in Mind | Cassandra Hudson, CFO, EngageSmart

Back in 2008, Cassandra Hudson was interviewing for a senior accounting role at a small tech firm in Boston when the CFO casually shared some “insight” into the company’s future. “The CEO really wants to take this company public, this is probably never going to happen—we’ll likely sell in the next couple of years,” Hudson…
Listen to the Episode Below (00:35:07)
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765: Never Waste a Crisis | Jean Lavigueur, CFO, Coveo

"Network with peer CFOs from the same industry, who have been through similar experiences. Also, surround yourself with consultants, accountants, lawyers, and compensation consultants who have relevant experience in your industry and companies of similar size." - Jean Laviqueur, CFO, Coveo Unlike many of his finance leader peers, Jean Lavigueur has little difficulty in identifying…
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764: When Growth Is the Only Constant | Jen Herdler, CFO, Impact Health

"Your prior experience has led you to this role, so trust your judgment. Also, have the courage to execute what you believe in and what is right even if it is hard." –Jen Herdler, CFO, Impact Health When it came time for Jen Herdler to get back into the workforce, she signed up for a…
Listen to the Episode Below (00:46:23)
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763: Of All the Nerve | Pete Mariani, CFO, Axogen

"Develop a small network of trusted informal advisors and mentors to be an independent sounding board as you address the challenges of this new role." –Pete Mariani, CFO, Axogen Like many of his finance leader peers, Pete Mariani credits a senior operational role with helping him to plant both feet on the path to the…
Listen to the Episode Below (00:57:03)
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761: Finding Your Operational Cadence | Scott Walker, CFO, Clarity Software Solutions, Inc.

"First, create a deep understanding of how to match your first 90 days with where the company is in its lifecycle. Your primary responsibility is to the executive team followed by your responsibility to your functional area. Lastly, a relentless focus on talent selection, development and diversity." - Scott Walker, CFO, Clarity Software Solutions When…
Listen to the Episode Below (00:53:00)
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760: Transitioning from Platform-Led to Product-Driven | David Brolsma, CFO, WP Engine

"Be a customer-inspired leader who values and fosters positive relationships. A key to success is devoting time and effort to influencing all stakeholders—peers, employees, board members, investors, customers—through building trust, as well as by being an empathetic and humble leader." –David Brolsma, CFO, WP Engine When it comes to FP&A data, WP Engine CFO David…
Listen to the Episode Below (00:46:34)
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756: Start-Ups, SPACs, and Street Fights | Michael Levine, CFO, Payoneer

"The key to success is to build your team with people who have equal amounts of experience, intelligence, and passion, and the rest will take care of itself." –Michael Levine, CFO, Payoneer Start early, stay late, be prepared, and don’t shy away from the street-fight environments surrounding start-up companies. These methods have helped Michael Levine…
Listen to the Episode Below (00:48:02)
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752: Making Your Company More Valuable | Howard Wilson, CFO, PagerDuty

Among today’s career building finance pros who view the CFO office as their ultimate destination, Howard Wilson might be labeled an off-road commuter. Whereas most finance leaders have shared a common view as accounting and finance milestones fell away in their rearview mirror, Wilson entered the finance realm from the merge lane – where his…
Listen to the Episode Below (00:42:42)
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Ep 4: When FP&A Becomes a Business Function

Steve & Jack discuss planning’s crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer Ralhan, CFO, The Chemours Company, Chris Kuehn, CFO, Trane Technologies,  Laurence Capone, CFO, Pipedrive. Akash Palkhiwala, CFO Qualcomm. Steve’s Upcoming Webinar: Drive results with agile corporate planning

744: Democratizing Phone Services | Evan Fein, CFO, TextNow

"The CFO role is about leading the entire business—not just finance—and it is about relationships." –Evan Fein, CFO, TextNow According to Evan Fein, when he accepted his first CFO position more than a decade ago, his focus as a finance leader was too narrow. Today, in a moment of self-reflection, he can’t conceal his exacerbation.…
Listen to the Episode Below (00:34:39)
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