The Source for CFO Thought Leadership

private equity

760: Transitioning from Platform-Led to Product-Driven | David Brolsma, CFO, WP Engine

"Be a customer-inspired leader who values and fosters positive relationships. A key to success is devoting time and effort to influencing all stakeholders—peers, employees, board members, investors, customers—through building trust, as well as by being an empathetic and humble leader." –David Brolsma, CFO, WP Engine When it comes to FP&A data, WP Engine CFO David…
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748: Keeping the Bees Busy | Shana Rowlette, CFO, Mann Lake Bee & Ag Supply

Minnesota-based Mann Lake Ltd. is a leader in the beekeeping industry, serving commercial beekeeping businesses and backyard hobbyists alike. The company specializes in quality manufacturing, innovation, customer service, and global ESG (environmental, social, governance) matters. “Bees pollinate one in every three bites of food that humans consume,” Mann Lake CFO Shana Rowlette explains. “Colony collapse…
Listen to the Episode Below (00:28:58)
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741: One Step Ahead | Kurt Shintaffer, CFO, Apptio

"An accounting degree or MBA provides a foundational skillset, but that knowledge will not make you a great CFO. What makes a great CFO is the ability to pair that knowledge with critical skills like relationship building, problem solving, leadership, and ability to influence. Don’t lose sight of that." -Kurt Shintaffer, CFO, Apptio In the…
Listen to the Episode Below (00:41:19)
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711: Building Your Network | Nicole Anasenes, CFO, Ansys

Asked to recall the experience of stepping into a CFO role for the first time, Nicole Anasenes doesn’t mince words. “It’s a very lonely, scary moment,” comments Anasenes, as she considers her early days at technology company Infor—a CFO appointment that preceded more recent CFO engagements at Squarespace and now technology firm Ansys. “If only…
Listen to the Episode Below (00:49:05)
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706: A Career of Build-and-Scale Moments | Trent York, CFO, Restore Hyper Wellness

Nearly 20 years later, CFO Trent York tells us that he can still hear the finance executive’s exact words. “Trent, I don’t need you to tell me how not to do something—I need you to help me to figure out how to work through the issue and what needs to be addressed in order for…
Listen to the Episode Below (00:39:26)
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660: A CFO Finds Her Career Cadence Inside PE-Backed Firms | Deborah Ricci, CFO, Guidehouse

Back in 2018—when Deb Ricci’s name topped the list of leading candidates to fill the CFO role at Guidehouse, a management consulting firm carve-out—three career distinctions likely set her apart from other candidates. First, Ricci was a veteran public sector executive whose finance resume included multiple chapters inside the government services sector, Guidehouse’s home turf.…
Listen to the Episode Below (00:38:13)
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590: The Art of Fixing What’s Broken | Terry Schmid, CFO, Topia

Purchasing bananas and moving them through a warehouse in less than 24 hours is perhaps not a professional experience widely shared by today’s finance leaders. Still, as Topia CFO Terry Schmid tells it, mastering banana logistics may just be a worthy prerequisite for many of today’s CFO roles. “It taught me to think about the…
Listen to the Episode Below (00:43:31)
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481: Achieving a Milestone Transaction | Mike Myshrall, CFO, Cyren

Of all the finance milestones that CFO Mike Myshrall uses to illustrate Cyren's appetite for success, perhaps few are more enlightening than the one involving private equity titan Warburg Pincus. Two years ago, Warburg Pincus offered to buy out Cyren shareholders at a 35 percent premium over the current price of their shares. However, unwilling…
Listen to the Episode Below (00:37:48)
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393: Origins of a Finance Leader | Joseph Falcao, CFO, JSI Store Fixtures

Unlike many, Joseph Falcao's finance career routinely jumped industries, revealing a stubborn reluctance to be tied to any one industry or business model. Today, as CFO of JSI Store Fixtures, Falcao reflects back on a career track that supplied a wealth of varied experiences not found inside in any one industry. Advice to Your Younger Self:…
Listen to the Episode Below (00:41:14)
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340: Private Equity’s Software Crush | Vic Chynoweth, CFO, Planview

Inside the high tech realm, private equity players have long been known for buying underperforming companies and quickly flipping them for a quick profit. However, a growing number of PE firms have begun to increasingly view the sector as an opportunity for deeper, more strategic partnering relationships. Or so Vic Chynoweth, CFO, Planview, explains as…
Listen to the Episode Below (00:30:12)
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295: The M&A-Minded CFO | Jack Walsh, CFO, Aptean

Having completed 11 acquisitions in the past two-and-half years, Aptean—an enterprise software developer—is making M&A best practices the cornerstone of an aggressive growth strategy. Join us when Aptean CFO Jack Walsh explains how the realization of cost synergies rather than revenue synergies has become a central component of Aptean's M&A success formula. Guest: Jack Walsh, CFO…
Listen to the Episode Below (00:55:03)
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