The Source for CFO Thought Leadership

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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…
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1,005: From Salesforce Playbook to Start-up Strategy | Scott Henderson, CFO, DISQO

In the early years of Scott Henderson's career, the dotcom bubble burst, leaving the tech industry in turmoil and many young professionals uncertain about their futures. Despite this chaotic climate, Henderson decided to take a calculated risk by joining another dotcom venture. This time, the company was a modest enterprise with 300 employees and $25…
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1,000: When Culture Informs Strategy | Tucker Marshall, CFO, The J. M. Smucker Company

At just 16, Tucker Marshall unsuccessfully sought a humble beginning at The J. M. Smucker Company—not in the back office but on its lush grounds, hoping to cut grass. Such an early rejection—due to a company policy favoring employees' families first—did little to deter him. Instead, it left with him an indelible admiration for the…
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999: A Bias for Action | Jason Godley, CFO, Xactly

On a remote Wyoming cattle ranch, young Jason Godley faced a dire situation: The baler attached to his tractor had suddenly caught fire. Alone, with no immediate help and devoid of modern conveniences like a cell phones 12-year-old Godley had to think quickly and act decisively. His decision to drive to a neighbor’s house to…
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Ep 34: From Rearview to Road Ahead 

On our latest episode  three forward looking Planning Aces shared deep insights into optimizing financial performance. The conversation highlighted the significance of predictive metrics and proactive financial planning, with a strong focus on leading indicators to guide business strategies. Detailed exploration of operational efficiencies, particularly in sales and marketing, was discussed as a method to improve…
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A CFO Helps Cardinal Health Find Its Value-Creation Groove

This story originally appeared on Forbes.com Back in August 2022, when Cardinal Health, Inc.’s finance chief, Jason Hollar, succeeded CEO Mike Kaufmann as the healthcare giant’s top executive, among the immediate challenges facing new CEO Hollar was filling the company’s CFO vacancy. At the time, an activist investor with an eye toward management change had […]