In our conversation with Karen Williams, CFO of American Express Global Business Travel lobal Business Travel, we learn how she navigated the leap from a family-owned businesse to a major corporation. She shares the critical lessons she gained about building relationships and networks, especially as an introvert, and how perseverance fuels career acceleration overall. Next, […]
1053: Strategic Financial Alignment for Enhanced Transparency and Growth | Cyrus Lam, CFO Orion Innovation
For Cyrus Lam, the aspect of the CFO role that sets it apart from all others is the weight of non-negotiable priorities. Despite years spent closely collaborating with CFOs as an investment banker, Lam tells us he quickly discovered a new lesvel of accountability in the role. Managing cash flow and ensuring payroll, he says,…
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965: Removing Complexity for Strategic Success | Emma Brown, CFO, Medius
For Emma Brown, it was as though she had just removed the sword from the fabled stone, a moment that would challenge the inclination to persistently question her own judgment when it came to business. As is often the case, Brown’s moment of insight occurred in a high-pressure situation. Faced with poor financial visibility and…
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947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore
Among the different career phases that Teresa Chia credits with having helped to advance her down the CFO path, there is little question that Phase 2 was the most formative. Still, how she came to enter this phase had little to do with career ambitions—or at least her own career ambitions. The second phase of…
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Growth & Efficiency | Joel Campbell, CFO, TreviPay
CFO GUEST: Joe Campbell of TreviPay CFO Campbell explains the importance of not just growing quickly, but also converting that growth into earnings efficiently. As he explains: It’s a delicate balancing act, and we shares his strategies for achieving it. Strategy Communication: Campbell emphasizes the need to articulate and demonstrate the company’s strategy to his […]
917: Build Your Own Personal Balance Sheet | Joel Campbell, CFO, TreviPay
While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the crisis. Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to…
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888: Accelerating in the Controlled-Growth Lane | Paolo Poma, CFO, Lamborghini
Paolo Poma is uncertain how many times he met with bankers and investors during the first 6 months of 2009. The steady string of phone calls and conference rooms that once demanded the management of Ducati Motors Holding’s rapt attention, Poma tells us, have now blurred into a single, heart-pumping conversation. “I had to go…
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822: The CFO Trifecta: Finance, Strategy, Leadership | Peter Walker, CFO, Sterling
When Peter Walker looks back on his career, he doesn't hesitate to highlight “the big asks,” or those times when he asked a boss to "take a chance" on him. One such instance occurred when he asked his CEO to sponsor his studies as he pursued an executive MBA on nights and weekends at New…
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801: The Founder and the Future | Ryan Van Hatten, CFO, Prophix Software
Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until…
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783: Making Your Career Investment | Sarah Spoja, CFO, Tipalti
It was 2018, and shortly after payables start-up Tipalti had raised its Series C funding round, Sara Spoja recalls, she sat down with Tipalti CEO and cofounder Chen Amit. Having spent the previous 8 years as a senior operating executive for private equity firm KKR Capstone, Spoja was known for asking C-suite management tough questions,…
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769: Beyond the Boardroom | Herald Chen, CFO, AppLovin
When Herald Chen was growing up in a small town not far from Pittsburgh, he dreamed of someday running the town’s steel mill. Years later, when he was graduating from the University of Pennsylvania, the steel mill no longer occupied Chen’s maturing career aspirations. “My two job offers were to either go make soap for…
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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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