Realizing his high-growth startup lacked the cash to fund earned bonuses, Erik Wissig shifted the leadership team toward long-horizon cash-flow planning. By aligning growth expectations with cash realities, he prevented future liquidity gaps and created a finance discipline that shaped SureCo’s scaling years. Now Watch our Complete Episode Featuring CFO Erik Wissig of SureCo Erik […]
1141: The Long Game of Resilient Finance Leadership | Erik Wissig, CFO, SureCo
When Erik Wissig recalls his early years as a founder, one moment still stands out. The team had met its growth goals and earned their bonuses—but the company’s cash flow hadn’t caught up. “You need the cash to make those payments,” he tells us. That hard-won lesson reshaped how Wissig approached finance from that day…
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1049: Beyond the Balance Sheet: Leveraging People and Data for Success | David Morris, CFO, Guardian Pharmacy
When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. Guardian Pharmacy Services, a company they built from the ground up, recently raised $112 million in an IPO, listing on the NYSE under the symbol “GRDN.” The milestone reflects…
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1,006: Finance and Strategy: A Dual Approach | Jorge Stevenson, CFO, Yuvo Health
CFO Jorge Stevenson’s finance career journey began in Santiago, Chile, where both of his parents—leaders within the business community—instilled in him the importance of finance when it comes to achieving business success. Stevenson’s formal business education began with an MBA from Duke University, where he honed his finance acumen. His professional journey has included stops…
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854: Expecting the Unexpected | Shana Veale, CFO, PharmChem
Shana Veale had been working in the Albuquerque, New Mexico, office of Arthur Andersen for only about 8 months when the 88-year-old stalwart accounting house collapsed. Being a recent college graduate at the time, Veale tells us, she really didn’t grasp all of what the news headlines attempted to convey as the turn of…
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795: The Canary in the Coal Mine | Anisha Sood, CFO, First Choice Health
Back in 2001, as the dotcom bubble imploded and the U.S. economy took a downward spiral, Anisha Sood, a recently hired consultant for Accenture, felt fortunate. “There were rounds of layoffs happening and Accenture was trying to manage it well, but I got lucky because I was in healthcare,” explains Sood, who reports that other…
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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…
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675: When Complexity Equals Waste | Jim Harper, CFO, Goodroot
According to Goodroot CFO Jim Harper, the best way to transform the current U.S. healthcare system is to replace its connective tissue. “It’s going to be a long slog, and it’s got to be done one system at a time,” explains Harper, who uses the word “system” when referring to the individual points of connection…
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673: Advancing Down the Transformation Path | Will Bondurant, CFO, Castlight Health
Years from now, when Castlight Health CFO Will Bondurant reflects back on the varied chapters of his finance career, he may title the current one "The Turnaround"—that is, if he and Castlight CEO Maeve O’Meara are able to achieve what the firm's previous management team had not been able to: a strategy transformation. Like his…
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461: Authoring Your Finance Career Adventure | Andrew Jackson, CFO, Ra Medical Systems
High-Risk, High-Reward Career-Building At first glance, Ra Medical Systems CFO Andrew Jackson’s 20 years as a finance executive in life sciences and technology companies seem to have progressed in a traditional, orderly manner. A closer inspection of Jackson’s experience reveals that taking early-career risks can pay off handsomely. Jackson joined the manufacturer of laser-based solutions…
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291: When Doubling the Company’s Size | Roberto Simon, CFO, WEX, Inc.
Having acquired Electronic Funds Source last summer as part of $1.1 billion deal, WEX, Inc., has made no secret of its appetite for growth. Join us when WEX CFO Roberto Simon shares his CFO mind-set and explains how M&A challenges are really doors of opportunity that allow organizations to optimize their operations and sharpen their competitive edge. Guest: Roberto Simon,…
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288: The Big Year | Jack Callicutt, CFO, Galectin Therapeutics
To span the realm of opportunities in biotech is to gaze down an infinite loop of possibilities with no beginning or end—a place seemingly at odds with the environs of more practical-minded finance leaders, who find comfort in the finite. Yet few CFOs likely wield greater influence than those who set down roots in the…
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