At Digital Insight, Hardy shifted focus from product-line P&Ls to total-offering value, bundling implementation/training to cut churn and deepen product adoption. The move boosted annual growth from 12% to 16%, improved retention, and drove higher bookings—directly increasing enterprise value at exit. Now Watch the Complete Episode Featuring CFO Matthew Hardy of Bonterra Matthew Hardy, CFO […]
1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra
When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–25-year-old…
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1115: The Evolution of a Leader—One CFO Chapter at a Time | Lisa Cummins Dulchinos, CFO, Ayar Labs
When Lisa Cummins Dulchinos joined Ayar Labs, she knew translating deep tech into a business story would be central to her role. At a company where 85% of the nearly 200 employees hold PhDs, Dulchinos found herself among experts fluent in micro-ring resonators and laser physics. To explain what Ayar Labs does, she took a…
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Turning Acquisitions into Momentum, Not Disruption | Josh Schauer, CFO, insightsoftware
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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How Long-Life Assets Shape a Growth Strategy | Kent Hoskins, CFO, Concord
A Finance Strategic Moment Kent Hoskins helped redirect Boosey & Hawkes’ focus from low-margin sheet music—50% of revenue but just 15% of EBITDA—to high-value IP. By outsourcing distribution and reallocating resources, the company increased profit margins and revenue, reinforcing Hoskins’ lasting belief: strategy must prioritize profitability, not just top-line growth. Now Watch our Complete Episode […]
1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
Back in the early 2000s, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately began quizzing him on music royalties—the recruiter had apparently misunderstood the brief. Hoskins didn’t get the job—at first. But two days later, he got…
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From Anomalies To Financial Advantage | Matthias Steinberg, CFO, MindBridge
A Finance Strategic Moment Seeing poor collaboration with shared‑service finance teams, Steinberg realized relational capital drives strategic finance. He set up an office at the remote site, spent two days weekly with tax, accounting and compliance leads, listening and co‑solving issues. The strengthened partnerships lifted quality and helped to ready IONOS for a smooth IPO. Now […]
1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, MindBridge
When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the company’s own AI. KPMG, he adds, was using the same platform to automate journal‑entry testing—work “traditionally done manual.” That shift marked “a big step toward continuous audit,” Steinberg tells us. CFOTL: Tell us…
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Empower Numbers, Accelerate Restaurant Success | Emma Whelan, CFO, MarginEdge
A Finance Strategic Moment Seeing 65 finance staff siloed on three continents, Emma Whelan realized succession and scale were impossible. She collapsed the structure into one truly global team, cross‑training and centralizing every process. The painful year paid off: faster closes, zero attrition, soaring engagement, and worldwide talent sharing propelled sustainable growth. Now Watch the Complete […]
From Legacy Telecom to Cloud | Brian McClintock, CFO, Fusion Connect
A Finance Strategic Moment Early in his career, Brian McClintock walked into a $12 million‑EBITDA telecom—only to discover within 60 days that it was actually losing $1 million a month. Reflecting on that moment, he explains how relocating, digging into the numbers, and telling private‑equity owners the hard truth set the stage for a radical turnaround.. Now Watch our […]
1089: Reinventing Operations for Lasting Impact | Brian McClintock, CFO, Fusion Connect
He was sixty days into his new role when Brian McClintock tells us he realized the company’s monthly “profit” was actually a million-dollar loss. As the CFO reviewed the financials, he discovered that each rosy figure concealed a troubling truth. For many executives, panic might have followed. Instead, McClintock’s response underscored a key principle: remain…
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