Tim Vipond shares how the Corporate Finance Institute is reshaping finance education to meet the demands of a rapidly evolving, AI-influenced workforce. With over 3 million learners worldwide, CFI focuses on practical, job-aligned learning designed to close skills gaps in modeling, storytelling, and technology. Vipond emphasizes the importance of designing training around real-world job descriptions, […]
Why Finance Teams Must Learn Faster Than Ever | Tim Vipond, Co-Founder, CEO of CFI
When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model.…
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1111: Inside the M&A Playbook: Why People Come First | James Redfern, CFO Reltio
Nearly a year into his CFO role at Reltio, James Redfern still feels like he’s catching up. “I’ve made some progress, but I’m definitely not where I... need to get,” he tells us. That steep learning curve was exactly what drew him to the company. Redfern didn’t find the Reltio opportunity through recruiters. Instead, it…
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1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill
What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped…
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Balancing Growth With Risk Insight | Andrea Hecht, CFO, CSAA Insurance Group
A Finance Strategic Moment Facing rapid premium growth and capital constraints in 2024, Andrea Hecht led CSAA to issue a $500M surplus note—a strategic move that preserved momentum without compromising stability. Acting from a position of strength, the finance team avoided slowing growth and secured capital to support expansion beyond $7.6B in premium. Now Watch […]
1091: Making Finance the Force Multiplier | Chris Greiner, CFO, Zeta Global
It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled…
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Earning Your Seat at the Strategy Table | Naeem Ishaq, CFO, Checkr
A Finance Strategic Moment During his first Salesforce meeting with the Chief Product Officer, Naeem Ishaq pitched new pricing ideas without solid data. Sent away to “figure out the (numbers) first,” he refined the fundamentals, persevered, and ultimately earned a trusted seat at the strategy table—opening doors for bigger initiatives and long-term growth. Now Watch […]
1088: Driving Growth with a Builder’s Mindset | Naeem Ishaq, CFO, Checkr
It was a first meeting Naeem Ishaq tells us he’ll never forget: stepping into the Chief Product Officer’s office at Salesforce, he began pitching a bold new pricing model. Yet the officer cut him off, bluntly telling him to “figure out the (numbers) first, then we can talk strategy.” Ishaq admits the numbers he had…
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The 60 Seconds That Changed the Conversation
Faced with a complex tax strategy and an overwhelmed board, Tony Jarjoura cut through dense technical jargon and distilled thousands of hours of work into two simple sentences. The clarity shifted the conversation instantly—highlighting his belief that finance leaders must translate complexity into insight that moves decisions forward. Now watch our complete episode featuring CFO […]
Ownership, AI, and M&A Execution | Adam Ante, CFO, Paycor
Failing to integrate a newly acquired Colorado firm taught CFO Adam Ante the critical gap between operating a business and merely managing financials. Embracing “extreme ownership” transformed his approach, prompting deeper collaboration with business leaders. Now watch the complete episode featuring CFO Adam Ante of Paycor In this episode, Jack is joined by Adam Ante, […]
1083: Navigating the Go-To-Market Roadmap with Precision | Brian Robins, CFO, GitLab
It was a pivotal moment Brian Robins tells us he’ll never forget: stepping onto a makeshift stage to address some 400 employees just minutes before a key 8-K filing would publicly announce the potential sale of a major business unit. The room bristled with anxiety—people worried about their jobs and the future of the company.…
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Where Finance Meets the Factory Floor
12-Month PrioritiesOver the next year, Gabi Gantus aims to refine Mytra AI’s cost structures by establishing clear unit economics for its warehouse robotics solutions. She plans to scale pilot deployments and secure large warehouse contracts, proving the technology’s value and setting the stage for a broader rollout. Equally important: developing varied financing and deal structures […]