Upon joining SailPoint, Brian Carolan seized the opportunity of private ownership to transform the finance function—shifting the fiscal year, leading a full ERP overhaul, and driving a SaaS business model transition. Now watch the complete episode featuring CFO Brian Carolan In our discussion with Brian Carolan, CFO of SailPoint, he shares the pivotal moments that […]
1075: Mastering Recurring Revenue: The Next Chapter Unfolds | Kevin Rhodes, CFO, Extreme Networks
Kevin Rhodes recalls one of the earliest lessons in his finance career. “I wanted to understand the business,” he tells us, describing his decision to ride along with a Waste Management truck crew. Clipboard in hand, he meticulously recorded stop distances, tonnage collected, and time spent at each location. By the end of the week,…
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1,041: Rethinking How Metrics Can Align with Business Evolution | Josh Schwartz, CFO, Medidata
By the time Josh Schwartz arrived at Medidata, the life sciences innovation company had found itself entering unfamiliar waters. Having just gone public, the firm was shifting away from being a fast-growing start-up to welcoming life as a more structured, scalable organization. For Schwartz, who initially led revenue recognition, this was the beginning of both…
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1,039: Driving Alignment Across Finance, Technology, and HR for Operational Success | Laura LaPeer, CFO, Plante Moran
It wasn’t long after Laura LaPeer left public accounting to climb the corporate career ladder that she encountered her first delicate challenge as a controller. Just a year into her new role, her employer was acquired, and LaPeer was unexpectedly asked to explain complex working capital issues to the new owners. The head of finance…
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995: Embracing Change to Energize Your Career | Dan Murphy, CFO, Commercetools
The way that Dan Murphy sees it, the CFO position demands that leaders always be kept on high alert. This is a mindset that has led him to habitually monitor updates and alerts related to key vendors, including banking institutions. And so it was, in first quarter of 2023, that he spotted a vague tweet…
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990: From Print to Platform: Strategic Shifts in a Digital Age | CFO Mitch Peipert
Back in 2016, Mitch Peipert stood at a crossroads. With a career foundation deeply rooted in the precision and rigor of public accounting, he had honed his CFO leadership and operational prowess as he navigated his way through the financial landscapes of various companies. Still, nothing could have prepared him for the arrival of a…
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970: Growing in Good Company | Dennis Johnson, CFO, Qlik
It's an all-too-familiar tale among the ranks of senior finance executives: A private equity firm acquires a company, reshuffles the finance team, and reserves the top finance spot for one of its own portfolio CFOs. At Qlik, though, this story had a less familiar ending—or at least one that did not include a portfolio CFO.…
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945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium
Doug Lindroth tells us that he is not likely to forget the day that Google filed its S-1 registration statement simply because it was on the same one that semiconductor distributor Memec filed its own S-1. Back in June 2004, Lindroth was CFO of Memec when the firm’s management opted to file a registration statement…
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921: The Work Comes First | Niki Heim, CFO, LogicSource
It’s perhaps no secret that this podcast can be rather rigid when it comes to our policy for welcoming guests: Invitations are reserved for CFOs and CFOs alone. In fact, we regularly turn away book authors, consultants, and even CEOs. Such was the case for David Pennino, CEO of LogicSource, who recently was “pitched” to…
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900: A Dose of Professional Fulfillment | Alison Staloch, CFO, Fundrise
While chief accountant for the SEC’s investment management division, Alison Staloch reports, she found herself being greeted by a degree of inclusive enthusiasm that she had seldom encountered before. “People would say, ‘Great, the accountants are here!,’” recalls Staloch, who tells us that accountants at divisional meetings were sometimes sparse in comparison to the number…
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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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