The Source for CFO Thought Leadership

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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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1047: Balancing Risk and Opportunity in a Changing Finance Landscape | John Gronen, CFO, Yooz

It was not the first time John Gronen addressed the staffing company’s board — but it was very likely the most consequential. At the time, Gronen was vice president of finance, responsible for assessing acquisitions and analyzing their outcomes. The company operated two businesses: one generating about $30 million in EBITDA, while the other incurred…
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Adapt and Excel: CFOs Changing Industry Landscape

This article originally appeared on Forbes.com CFOs often build their careers within a specific industry, leveraging their accumulated expertise to navigate complexities and add value over time. This steady climb enables finance leaders to deepen their understanding of industry-specific regulations, operations, and customer behavior. However, a daring segment of CFOs seeks opportunities beyond familiar territory, […]

CFO Book Picks – September 2024

From fiction as a mental escape to deep dives into leadership, health, and emerging technologies, CFOs featured on the CFO Thought Leader podcast in September shared a diverse range of book recommendations. Their selections offer valuable perspectives on balancing business demands with personal growth. ADP CFO Don McGuire recommends Getting Things Done by David Allen, […]

1,043: Career Redefined: A CFO’s Move from Corporate Promise to Start-up Leadership | Aira Pineda, CFO, Scrubbed

As Aira Pineda stared out from her new office at a seemingly endless rice field, a voice inside her asked, 'What are you doing here?" Only a year or two earlier, Pineda had been among the young urban professionals populating the bustling Philippine offices of accounting house KPMG. She had excelled quickly, so much so…
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Shaping ADP’s Global Strategy: Don McGuire’s Unique CFO Journey

This story originally appeared on Forbes.com In 2021, ADP’s HR leader reached out to Don McGuire, then the company’s globe-trotting EMEA president, to gauge his interest in stepping into the CFO role. McGuire was surprised, as it had been nearly two decades since he had shifted away from the traditional finance track. In the intervening […]

1,023: How Finance Propelled a Tech Enthusiast Into the C-Suite | Doug Potvin, CFO, Trinity Logistics

Doug Potvin's journey to becoming the CFO of Trinity Logistics reveals the power of adaptability and continuous learning. Initially captivated by technology in high school, he pursued a degree in computer science—only to discover a passion for finance during a college course. This pivot led him to the National Marine Fisheries Service (NMFS), where he…
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The Mentoring Round | Todd Patriacca, CFO, BVI Medical

Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs. He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions. Todd also champions Lean methodology, applying its principles of continuous improvement and waste elimination to […]

1,022: The Power of Lean Thinking | Todd Patriacca, CFO, BVI Medical

Todd Patriacca was more than a dozen years into his finance career when two things happened that accelerated its trajectory. The first was that he found a mentor—or, rather, that his future mentor found him. The second was that he became immersed in Lean culture. Starting his career at Arthur Andersen, Patriacca spent nearly 10…
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1,008: Managing Change and Ensuring Stability | Erica Gessert, CFO, Upwork

In the throes of the Great Recession, Erica Gessert faced one of her first tests of leadership. As the head of investor relations for Virgin Mobile, she found herself navigating the collapsing financial sector. Key banks that were integral to the company's operations began to crumble, and the economic landscape was fraught with uncertainty. Keeping…
Listen to the Episode Below (0:41:54)
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