The Source for CFO Thought Leadership

finance

616: Predictability and the Pipeline | Ashim Gupta, CFO, UiPath

When asked to share a few of the experiences that he feels prepared him for a CFO role, Ashim Gupta recalls what he characterizes as a significant accounting problem. However, it was not the nature of the accounting snag that Gupta wants us to know about but instead how his initial response to the problem…
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610: Getting a Read on Economic Recovery | Michael Borreca, CFO, LYNX Franchising

Finance leaders who remain skeptical of the prospects for economic recovery inside the 2020 calendar year may want to consult LYNX Franchising CFO Michael Borreca. “I don’t think that it’s going to take us to 2021 to get back to March sales levels,” says Borreca, who doesn’t hesitate to credit three nontraditional metrics for influencing…
Listen to the Episode Below (00:56:40)
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The Mentoring Round

What Do You Wish Someone Had Told You at the Start of Your CFO Career? No one knows the industry and financial profession quite like the CFO thought leaders in this eBook. Get insight from 25 CFOs about what they think future thought leaders need to know to succeed in a changing marketplace. Download the […]

606: Leveraging the Value of Culture | Will Costolnick, CFO, Hire Dynamics

Years from now, when Will Costolnick thinks back to the start of his CFO career, he will likely count the 12 months that preceded his appointment as CFO of Hire Dynamics as part of the same chapter, for—not unlike many of his CFO peers—Costolnick first found his footing at his new employer by slipping into…
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603: All Eyes on Recovery Indicators | John Bonney, CFO, Harness

­When John Bonney joined San Francisco–based Harness a little more than a year ago, he became not only the company’s first CFO but also its first finance hire. “For me, this was the first time that I came into a role with a blank slate—it was at Ground Zero,” explains Bonney, who says that the…
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599: Sharpening Your Customer Acumen | David Woodworth, CFO, insightsoftware

At the age of 31, David Woodworth was offered CFO positions at two different firms. The first offer came from his then current employer, where as vice president of finance he was keenly aware of urgent challenges that the company’s next CFO would need to address. The second offer came unsolicited from a smaller company…
Listen to the Episode Below (00:33:08)
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591: Why CFOs Must Ask the Difficult Questions | Andrew Casey, CFO, WalkMe

Years from now, when Andrew Casey reflects back on his CFO career and seeks to make sense of its various chapters, he may want to title the mythical volume Timing Is Everything. Certainly, few expressions might better summarize the career path of a finance executive who for years diligently checked off each CFO prerequisite only…
Listen to the Episode Below (00:47:46)
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588: FinTech Goes Beyond the Paycheck | Brian Whalen, CFO, Branch

Back in 2008, when auction giant eBay acquired Bill Me Later (BML), a Maryland-based payment credit company, Brian Whalen and his BML colleagues breathed a sigh of relief. “We had just enough liquidity and options to give us the runway to sell to eBay and PayPal, so—from a learning perspective—it was really about asking the…
Listen to the Episode Below (00:30:36)
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585: A Taste for Opportunity | Ankur Agrawal, CFO, Cooks Venture

As the newly appointed CFO of agtech start-up Cooks Venture, Ankur Agrawal lists one of his favorite duties as designing menus. Of course, we are referring to the menu of performance measurements featured on the poultry company’s maturing business dashboard. “One of the beauties that comes with joining a new company is that you get…
Listen to the Episode Below (00:35:07)
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582: Fortifying Your FP&A Footing | Robert Richards, CFO, Centauri

Recalling a meeting that took place years ago at an industry conference, CFO Robert Richards remembers that the East Coast sales executive’s face suddenly dropped. At the time, Richards was more or less his company’s de facto CFO after the company’s finance leader had departed in the wake of the firm defaulting on certain loans.…
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580: Finding Your Groove Inside the CFO’s Evolving Role | Laura Onopchenko, CFO, NerdWallet

It was still early in Laura Onopchenko’s finance career when she removed “Chief Financial Officer” from the list of leadership roles that she aspired to someday hold. “I very specifically made the call that I did not want to be a CFO,” recalls Onopchenko, who says that at the time the decision seemed all the…
Listen to the Episode Below (00:45:32)
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