Brett & Jack discuss how learning and development is one of five key elements of employee engagement – and explore reasons why L&D too often gets overlooked. Featuring the commentary and insights of workplace champions CFO Dave Bernhardt of SentinelOne, CFO Joan Hilson of Signet Jewelers and CFO Herald Chen of Applovin. The following is a machine-generated transcript produced […]
The Quarterly | Winter, 2022
Featuring the CFO THOUGHT LEADERs: Greg Saunders CFO, YGRENE ENERGY FUND Joe Wolk CFO, JOHNSON & JOHNSON Jill Klindt CFO, WORKIVA | Charles Freund CFO, FLEETCOR |Vicki Dudley CFO, TXX COMPANY | Matthias Tillman CFO, TRIVAGO | Laurence Capone CFO, PIPEDRIVE Geoff Brannon CFO, OVERSIGHT SYSTEMS Akash Palkhiwala, CFO, QUALCOMM | Pramod Inyengar CFO, VEEM | Chris Kuehn CFO, TRANE TECHNOLOGIES Sameer Ralhan CFO, THE CHEMOURS COMPANY Craig Abrahams CFO, PLAYTIKA | Roy Simmons CFO, GE LIGHTING | Kurt Shintaffer CFO, APPTIO | Thomas Kramer CFO […]
778: Finance: Not a Function but a Profession | Russ Porter, CFO, IMA
Looking back on the 28 years that he spent inside IBM’s finance function, Russ Porter notes that his career climb paralleled the evolution of FP&A inside the giant technology provider. Turn back the clock to the early to mid-1990s and, Porter tells us, many of IBM’s FP&A professionals were more or less serving as budget…
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777: A CFO’s Unfinished Business | Isaac Ro, CFO, Sema4
After spending 16 years as an equity analyst (the last nine of which at Goldman Sachs), Isaac Ro could not escape the fact that he was busy and bored. The same work that had once challenged his every faculty had become more or less an exercise in pattern recognition. “Good management teams are good, and…
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Ep 8: The Move to Better
Steve and Jack discuss how the goal of planning teams and organizations should always be moving beyond the accepted practices or tools to something better. Featuring commentary and FP&A insights from Planning Aces: CFO Bill Zerella of ACV Auctions , CFO Scott Walker of Clarity Software & CFO Michael High of Deep Water Gulf of […]
774: How You Tell It Matters | Heather Dixon, CFO, Everside Health
It was a moment of insight that Heather Dixon remembers having not once but twice during the untold number of hours she has spent in examining how divisional numbers were being “rolled up” to be reported. In the process of rolling up certain numbers, Dixon noted that parts of a division’s business would be exhibiting…
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771: Embracing Change | Brian Kinion, CFO, MX
Twenty-four hours after Brian Kinion’s first earnings call as the CFO of a publicly traded firm, his aspirations as a finance chief quickly became deflated as Vista Equity Partners made clear its intent to buy the company, a developer of marketing automation software known as Marketo. “Mine became a very different role than what I…
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769: Beyond the Boardroom | Herald Chen, CFO, AppLovin
When Herald Chen was growing up in a small town not far from Pittsburgh, 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…
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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…
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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…
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