In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]
The Mentoring Round | David Freeman, CFO, Starburst
Inside The Mentoring Round, CFO David Freeman recounts the challenges faced during the financial crisis, highlighting the tension between investor advice to retrench and the company’s growth trajectory. Freeman reflects on the gaps in his expertise, particularly in taxation, emphasizing the need for finance leaders to recognize their limitations and bring in experts early on. […]
977: Unlocking Rep Performance for Sales Success in Tech | David Freeman, CFO, Starburst
Joining Intel Corp. in 1999 as a recent college graduate, David Freeman began his finance career as part of the tech giant’s plus-size finance team that supported various business groups. Looking back, Freeman finds that few aspects of the tech giant’s business were more influential in shaping his early career years than the company’s direct…
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945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium
Doug Lindroth tells us that he is not likely to forget the day that Google filed its S-1 registration statement simply because it was on the same one that semiconductor distributor Memec filed its own S-1. Back in June 2004, Lindroth was CFO of Memec when the firm’s management opted to file a registration statement…
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Biotech’s Quest for Growth | Erin Golgan Sensei Bio
CFO GUEST: Erin Colgan of Sensei Bio
The Last Mile to the CFO Office | CFO Chris Kramer of Axonius
CFO GUEST: Chris Kramer of Axonius
919: Adopting a Broader View | Chris Kramer, CFO, Axonius
Among the different career highlights that Chris Kramer shares with us, perhaps none is as memorable as what might be called his "Indiana Jones moment." Having distinguished himself as a “technical accountant” during the first half of his career, Kramer was often dispatched to observe and scrutinize the accounting practices of prospective acquisition targets in…
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899: Democratizing Workforce Opportunities | Simone Nardi, CFO, Globalization Partners
Gray-haired late-night fans may remember when David Letterman sought to ingratiate himself with his network’s new owner, General Electric Corp., by hand-delivering a bowl of fruit to GE’s executive brass. Nearly 20 years later, Simone Nardi became a benefactor of GE’s media aspirations when he traded a senior manager position on GE’s audit team for…
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Reflections on an IPO Milestone | Eliran Glazer, CFO, Monday.com
CFO GUEST Eliran Glazer of Monday.com EPISODE: 875: Connecting People and Processes
859: The Everyday, Conscious Effort to Add Value | Rajat Bahri, CFO, Icertis
It was nearly 18 years ago that Icertis CFO Rajat Bahri stepped into the CFO office for the first time. Thus began a stretch of time that Bahri, not unlike many of his CFO peers, has populated with various distinguished CFO career chapters ranging from 3 to 5 to 8 years in duration. …
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851: The Day After Your Transaction | Tony Tiscornia, CFO, Coupa
Few finance leaders have better revealed to us the career-transforming powers of IPOs than CFO Tony Tiscornia. Turn back the clock to 2015, and Tiscornia is the accounting-minded VP of finance for spend management software company Coupa. “I was really a controller—a business controller, but still a controller,” explains Tiscornia, who notes that his world…
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840: Putting a Spin on Your Talent Pinwheel | Bryan Morris, CFO, Demandbase
Among the recruitment milestones that populate Bryan Morris’s CFO resume, few can match the 6-month talent acquisition binge that he launched during the first quarter of 2015. “In terms of key hires, I never hired faster than I did then,” comments Morris, as he begins to lay out the circumstances that led to his need…
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