The Source for CFO Thought Leadership

M&A

1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc.

Josh Schenker may well be the only CFO we've interviewed who claims to have dropped out of high school—which he actually did, sort of. In order to accelerate his academic ascendance, Schenker passed the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. "I never received a…
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The Mentoring Round | Carol Lee, CFO, LogicMonitor

` Inside The Mentoring Round, CFO Carol Lee of LogicMonitor discusses the key lessons that can be learned from the buy-side and sell-side of M&A, why financial planning must be your organization’s numerical roadmap, and the strategic advantages AI is bringing to financial analysis and customer interactions.

The Mentoring Round | Robert Cornella, CFO, RNDC

Inside The Mentoring Round, CFO Robert Cornella emphasized the importance of understanding the needs and expectations of different stakeholders within the first 60 to 90 days of a new CFO role. CFO Cornella stresses the significance of not presupposing stakeholder expectations and investing time in understanding their values and ambitions. As a book recommendation, Cornella […]

1,003: Beyond Borders—Navigating an International Career | Robert Cornella, CFO, RNDC

Robert Cornella's path to the CFO office at Republic National Distributing Company (RNDC) wasn't meticulously planned; it was shaped by pivotal moments and unexpected opportunities. A significant milestone arrived with his appointment as CFO of Coca-Cola Germany, a defining chapter in his career. Before his tenure in Germany, Cornella had already achieved several notable accomplishments.…
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The Mentoring Round | Aaron Levine, CFO, Prophix

Inside The Mentoring Round, CFO Aaron Levine explains how he views AI as a supportive tool rather than a replacement for human jobs. He champions AI’s role in augmenting the capabilities of finance professionals, through tools like the AI-driven ‘report insights’ feature in Prophix’ platform. Levine emphasizes the critical importance of system and team integration […]

996: Cultivating a CFO’s Toolkit | Aaron Levine, CFO, Prophix

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. His journey has been marked by a series of strategic transitions and expansions of his skill set that illustrate the broadening…
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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 […]

The Mentoring Round | Aaron Alt, CFO, Cardinal Health

Inside The Mentoring Round, CFO Aaron Alt highlights Cardinal Health’s ongoing comprehensive review of its business portfolio, involving an assessment of healthcare trends, competitive strengths, and economic forecasts to determine the best ownership of assets. This process has led to strategic decisions about retaining, investing in, and potentially divesting certain business units to maximize shareholder […]

983: The CFO as Architect of Value | Aaron Alt, CFO, Cardinal Health

In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt's journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries. Starting in law, Alt quickly found his groove inside the legal world's cornucopia of M&A advisory services. It…
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979: The Changing Stripes of Finance Leadership | Chermaine Hu, CFO, Episode Six

At the very beginning of our talk with CFO Chermaine Hu, she revealed an irony about the CFO title that we rarely get to expose. To wit: The very title toward which any executive has invested so many illustrious career years conveys ownership of what might seem to be a less than illustrious role—or at…
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978: From Silicon Roots to Global Routes | Jeff Woolard, CFO, Velocity Global

Looking back at his 26 years at Intel Corp., Jeff Woolard has more than a few moments of important discernment from which to choose when we ask for a single finance strategic moment. Nevertheless, without hesitation, he takes us back in time to when the giant chipmaker was experiencing a recurring mismatch between the products…
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972: Recalibrating Your Strategic Lens | Rachel Stack, CFO, Cologix, Inc.

Not unlike that of many of her CFO peers, Rachel Stack's journey toward becoming a CFO has been punctuated by pivotal transactions. No single example of this turns out to have been more complicated or rich with lessons than what Stack refers to simply as "the take-private of Zayo." However, before the path forward for…
Listen to the Episode Below (0:42:47)
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