The Source for CFO Thought Leadership

investors

1,015: Aligning Investor Narratives With Operational Strategy | Mark Khavkin, CFO, MinIO

Mark Khavkin tells us that from the very beginning of his career journey—a 2008 role as an investment professional with a European private equity firm—he was able to gain experience in board strategy, investor relations, and entrepreneurial exploration. This foundation allowed him to read boardroom dynamics from very early on and prepared him to anticipate…
Listen to the Episode Below (0:39:48)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

The Mentoring Round | Bob Houghton, CFO, Pivot Bio

Inside The Mentoring Round, CFO Bob Houghton’s first investor relations role at General Mills highlights the importance of external representation and engagement with investors in shaping a finance leader’s career. Houghton’s observation that well-rounded experiences attract proactive recruitment efforts for CFO and other finance leadership roles illustrates the market value of a broad and diverse […]

The Mentoring Round | David Snyder, CFO, Coya Therapeutics

Inside The Mentoring Round, CFO David Snyder of Coya Therapeutics stresses that biotech companies must not get sidetracked by short-term valuations or minor gains but should focus on the bigger picture of achieving substantial market capitalization. This perspective is grounded in the understanding that success in biotech often hinges on the ability to finance a […]

968: From the Investor’s Point of View | David Snyder, CFO, Coya Therapeutics

It was the type of introduction that any MBA student would envy, and one at which David Snyder, 35 years later, still marvels. Back in the late 1980s, a business school classmate introduced him to notable investor and billionaire tycoon Sam Zell, who subsequently offered Snyder a job. Without hesitation, Snyder accepted Zell's offer and…
Listen to the Episode Below (0:57:30)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

966: The Billionaire’s Apprentice | Michael Perica, CFO, Rimini Street

CFO Michael Perica's career journey began with an opportunity to work as a junior analyst for a national capital markets firm, where he would find a billionaire mentor. According to Perica, his association with the billionaire would ultimately offer him access to influential networks and unique opportunities. From his early days onward, Perica tells us,…
Listen to the Episode Below (0:45:07)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

958: Entering the Home Fitness Connection Lane | Aina Konold, CFO, BowFlex

Among the industries on which the pandemic was most known to have afflicted an extra helping of earnings chaos, most business analysts agree that the home fitness market is perhaps most deserving of special mention. Indeed, few sectors logged steeper gains and more precipitous losses during COVID’s comings and goings than home fitness—and perhaps few…
Listen to the Episode Below (1:08:37)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

891: Climbing the Multi-Product Ladder | Jim Cox, CFO, Clearwater Analytics

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm's founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I just sat there smiling and hoped that nobody would ask me a question,” comments Cox, recalling one of a number of…
Listen to the Episode Below (00:57:13)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

798: A CFO Links Past to Present | April Downing, CFO, Khoros

It was in the late 1990s when public accountant, savvy networker and future CFO April Downing decided that it was time to leave Dallas. “I had cultivated my network there really early—there was a group of friends from PwC whom I regularly attended a book club with, and later we would all go on to…
Listen to the Episode Below (00:44:11)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

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…
Listen to the Episode Below (00:46:23)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

699: The Return of Jimmy Lai | Jimmy Lai, CFO, Acepodia

When Acepodia CEO Sonny Hsiao began developing a list of candidates to fill the chief financial officer role at the biotechnology company that he had cofounded, it may have surprised some to see Jimmy Lai make the list. Certainly, this was not due to any U.S. markets void on Lai’s resume—to the contrary, he had…
Listen to the Episode Below (00:40:10)
1x
0:00
00:40:10
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

664: Good Judgment: Every CFO’s Star Attribute | Gary Swidler, CFO, Match Group

Back in 2015, when Gary Swidler was a candidate for a CFO position at Match Group, the seasoned banking executive recalls being told by company management: “On paper, you are definitely not the most qualified person for the job.” The gap on Swidler’s resume was due to the fact that he had never held a…
Listen to the Episode Below (00:47:19)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn