Josh Schauer helped transform insightsoftware from a fragmented “house of brands” into a unified, vertically structured organization. By aligning products around buyer personas, he and the leadership team created focused business units—clarifying strategy, enhancing go-to-market execution, and reinforcing finance’s role as a driver of enterprise-wide alignment and strategic identity. Now Watch the Complete Episode featuring […]
1113: The Strategic Leap from Finance Partner to Business Architect | Josh Schauer, CFO, insightsoftware
When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am…
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1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Roseman had weathered previous storms. He began his career amid the dot-com collapse, then advanced through the 2008 financial crisis. “Scar tissue helps,” he tells…
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When Finance Drives Strategic Change | Aaron Alt, CFO, Cardinal Health
Facing rising costs and regulatory pressures, Aaron Alt led a critical analysis of a retailer's in-store pharmacy operations. The detailed P&L review revealed the unsustainable costs, prompting a strategic decision to partner with an external provider. This move maintained customer traffic while offloading operational risks, illustrating finance’s role in strategic transformation. Now Watch the Complete…
1104: Navigating Cardinal Health’s Growth Journey | Aaron Alt, CFO, Cardinal Health
As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Alt reflects on the company’s trajectory since his appointment, saying, “We’ve deployed several billion dollars in acquisitions to drive our strategy.” This shift highlights the company’s focus on…
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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 […]