Inside The Mentoring Round, CFO Daniel Welch emphasizes the dual nature of Kate Farms as both a healthcare and consumer packaged goods (CPG) company, with long-term customers who rely on its plant-based medical nutrition products. He highlights the importance of understanding customer lifetime value relative to acquisition costs, particularly in the company’s e-commerce expansion. Welch also […]
The Mentoring Round | Jason Godley, CFO, Xactly
Inside The Mentoring Round, CFO Jason Godley emphasizes the importance of identifying and focusing on a few critical KPIs that can significantly influence the business’s trajectory. CFO Godley aims to transform CFO-speak into actionable insights that resonate with various stakeholders within the company, thereby making financial goals and achievements relevant and comprehensible across all levels […]
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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The Mentoring Round | Matt Wolf, CFO, DRINKS
Inside The Mentoring Round, CFO Matt Wolf highlights his broad perspective, gained from a background in data analytics and software, which enables him to understand and support various organizational functions beyond finance. By minimizing surprises through transparency and openness, Wolf believes this can be a strategic advantage, reducing the need to be reactive and allowing […]
The Electric Services Opportunity, A CFO’s Priorities | Rex Jackson, CFO, ChargePoint
CFO GUEST: Rex Jackson of ChargePoint
898: Making Finance Proactively Persuasive | Russell Lester, CFO, Versapay
By the time Russell Lester landed inside Intuit’s department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities. Back in the early 2000s, Lester tells us, he was hired by the company Harland Clarke (now Vericast) as an analyst specializing…
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872: Opportunities Along the xP&A Frontier | Dan Fletcher, CFO, Planful
During the early years of his finance career Dan Fletcher was accustomed to being the executive from somewhere else. When he first joined the asset management team at Allstate Investments, he was “the auditor from Price Waterhouse”, and when he landed inside an interim management role as a private equity advisor he was the former…
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847: When Minding the Business Is a Cultural Mandate | Jim Morgan, CFO, CallRail
We can’t help but cringe when a finance leader tells us that they don’t want to be known as “the CFO of 'No'”—that shopworn characterization of CFOs who seem to enjoy giving thumbs down verdicts. So, we were pleased when CFO Jim Morgan of CallRail steered clear of the trite trope when he recently…
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805: When the Flywheel Begins to Spin | Chris Greiner, CFO, Zeta Global
It was not long after Chris Greiner became CFO of IBM’s fast-growing Analytics Division that the gravitational pull that IBM had maintained on Greiner’s finance career-building began to give way. While his new divisional CFO title more than validated his 7-year career investment with the company, Greiner—like many divisional finance chiefs—discovered the next rung of…
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743: Winning with Employee Success | Michael Rosen, CFO, Power Digital Marketing
"Be patient. It was in my nature to come into a company and try to make an impact as quickly as possible. Having worked with many companies, I have realized that it takes time to learn a company and its culture and that this is a component critical to making the right decisions." –Michael Rosen,…
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685: When Opportunity Knocks | Rebecca Mahadeva, CFO, Greater Than One
For Rebecca Mahadeva, the late 1990s audit of a minor league baseball team was the type of rare career assignment that never failed to intrigue both accountants and non-accountants alike. At the time, Mahadeva was serving a variety of technology audit clients as a young associate for Coopers & Lybrand when she added to her…
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