The Source for CFO Thought Leadership

financial

1,034: From Earnings Growth to Long-Term Success: A CFO’s Strategic Shift | Deanna Strable, COO & president (CFO emerita), Principal Financial Group

When Deanna Strable was approached to take on the role of CFO at Principal Financial Group, she was taken by surprise. Having spent most of her 30-year career in leading business units rather than focusing on finance, Strable initially questioned whether she was the right fit for a position traditionally held by financial experts. “Ultimately,"…
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1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial

In 2005, fresh into his first banking job at Citigroup, Tom Bock found himself working 63 hours straight in preparation for a critical pitch. Fueled by a desire to prove his worth, he pushed his limits, refusing to rest until the task had been completed. However, this grueling experience came at a cost—his nose began…
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The Mentoring Round | Seth Wunder, CFO, Acorns

Inside The Mentoring Round, CFO Seth Wunder shares a finance strategic moment that explores an earlier career chpater where he was working for an underperforming mission-driven company in 2016-2017. He realized that a strong customer experience must align with financial sustainability. Through close collaboration with management, he learned the importance of balancing growth and profitability […]

1,020: A Savvy Investor Cracks the Operator’s Code | Seth Wunder, CFO, Acorns

At a recent executive team dinner, several Acorns executives were reminiscing about their childhood professional aspirations. While many had had career dreams that had lost their luster—to be an astronaut and such—Seth Wunder shared that his early focus on the world of investing was not only unwavering but also formative. "I grew up in a…
Listen to the Episode Below (0:46:08)
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The Mentoring Round | Carol Lee, CFO, LogicMonitor

` Inside The Mentoring Round, CFO Carol Lee of LogicMonitor discusses the key lessons that can be learned from the buy-side and sell-side of M&A, why financial planning must be your organization’s numerical roadmap, and the strategic advantages AI is bringing to financial analysis and customer interactions.

Ep 32: Operating IN and ON the Business

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of The Beachbody Company, Emma Brown of Medius and David…
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The Role of the CFO in the Age of AI | Mike Ettling, CEO, Unit4

GUEST: Mike Ettling, CEO, UNIT4  CEO Mike Ettling explains how CFOs must guide their peers on the leadership team to focus on areas where AI can improve their company’s “outputs”. Unit4’s CEO emphasizes that the CFO’s role must be about identifying opportunities for improvement and guiding other leaders in the company on how AI can […]

895: Learning to Manage Upward | Paul Sheriff, CFO, NewDay

Back in 2006, when Paul Sheriff had only recently been named group financial director for a midsize banking business based in the United Kingdom, his team noticed that the profit margins of a certain banking product were experiencing a steady decline. What’s more, the customers being drawn to the product were deemed to be at…
Listen to the Episode Below (00:49:26)
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Using Compensation to Achieve Post Merger Sales Alignment | Teodora Gouneva, CFO Next Insurance

Gouneva: Through my career, I spend a lot of time supporting sales teams. And usually what is critical with the sales team is they respond really well to how you design compensation. And if you don’t design it the right way, you may get a different behavior that you don’t intend. So looking back at […]

Deploying Your FP&A Team | Marc Levine, CFO, Tanium

Finance leader Marc Levine of Tanium discussing the areas of business where Financial Planning and Analysis (FP&A) professionals are currently being deployed at Tanium. As always, our intent is to snare (spotlight) a new metric or measure from Tanium CFO Marc Levine‘s list of top of mind numbers – but along the way Tanium’s finance leader provided us with a taste of […]