Inside The Mentoring Round CFO Frank Teruel shares some unique perspective on the CFO experience, while explaining his passion for teaching. Teruel’s stated goal to better understand human behavior is reflected by his book recommendations.
950: Championing the Customer Transformation | Mark McCaffrey, CFO, GoDaddy
When 21-year PwC veteran Mark McCaffrey decided that it was time to open his post-PwC career, he briefed the firm’s U.S leadership about his plans, diligently outlined 24 months of departure prep, and set aside an extra helping of patience. Two weeks later, he had a CFO job offer from publicly traded Internet domain…
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The Mentoring Round | Tony Boor, CFO, Blackbaud
While the leadership journeys of many of our CFO guests began on an upper floor of a glass-and-steel skyscraper affording a wide-angle view of a cosmopolitan metropolis, that of Blackbaud CFO Tony Boor started at street level in Las Cruces, New Mexico, on the edge of the Chihuahuan Desert. Less than an hour’s drive north […]
949: Achieving a Learning Mind-Set | Davinder Athwal, CFO, Phenom
Phenom CFO Davinder Athwal tells us that he has a personal connection to his company's mission. Near the beginning of our talk, he shares a touching story about his father, a highly skilled individual who struggled to find a job in the UK. This personal experience fuels his passion for Phenom's mission: to help a…
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MedSpeed CFO’s M&A Roots Expose The Human Side Of Enterprise
For corporate finance executives, few professional experiences are as adeptly converted into social currency as those manifested inside the realm of mergers and acquisitions (M&A). It seems that regardless of whether a finance executive has been involved in one deal or 40, they are usually able to quickly share a takeaway or two. For finance […]
CFO Ana Chadwick’s Career Links Pitney Bowes’s 21st Century Ambitions With GE Capital’s Historic End Chapter
Back in 2020, the call that longtime General Electric veteran Ana Chadwick accepted from a recruiter would prove to be the one solicitation in a career’s worth of such outreaches that would ultimately result in an executive search fee. Still, while Chadwick would be a prize placement for any headhunter, it is clear that this […]
Ep 28: How Planning Aces Are Made
This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bowse, and CFO Jason Leet of Zylo. Planning Ace's Cohost Jack Sweeney points out that all three of this episode's finance leaders have noteworthy M&A backgrounds, including Michael Linford's role as the first CFO after…
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Roles & Responsibilities in Finance | Doug Lindroth, CFO, Tealium
943: Finding the Path Forward | Donald McClure, CFO, Identity Digital
Back in 2017, Donald McClure had only recently been appointed vice president of FP&A at Brinks Home Security when the company’s CFO at the time decided that it was the right time for retirement. Unbeknownst to McClure—and perhaps even to the firm’s subsequent new CFO hire—a transformative chapter was about to get under way at…
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Achieving a Shared Alignment Around Data | Sarah Spoja, CFO, Tipalti
942: Building a Profitability Mindset | Sarah Spoja, CFO, Tipalti
It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley Bank [SVB]?” For Tipalti CFO Sarah Spoja, the query instantly summons memories of being seated between two of Tipalti’s financing…
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941: Mobilizing Your Team | Melissa Howatson, CFO, Vena
The corporate headquarters of Bend All Automotive may have been a mere 30-minute drive from KPMG’s offices in Waterloo, Ontario—but Melissa Howatson had to put in a 6-year career investment at the accounting house before she came to realize that it was time to go the distance. Not unlike those of many of her peers,…
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