Inside The Mentoring Round, Isabelle Winkles, CFO of Braze, reflects on her deliberate and evolving path to becoming a CFO. From her early career as an investment banker to 18 years at Morgan Stanley, Winkles emphasizes the importance of building a diverse finance toolkit through roles in corporate FP&A, treasury, and equity research. She discusses […]
1,040: Partners in Leadership: How the CFO, CEO, and CIO Shape a Successful Future | Mark Partin, CFO, BlackLine
Twenty-seven years ago, while in his late twenties, Mark Partin arrived inside the C-suite largely unprepared for the flood of challenges that would quickly breach his desk. Or so Partin tells us as he recounts the circumstances surrounding the first of five CFO appointments that have thus far punctuated his finance leadership career. “I can…
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249: The Private-to-Public Journey
Exclusive case study: A little over a year ago, when publicly held Perion advanced with a deal to acquire digital agency Undertone, Michael Waxman-Lenz began preparing to exit his post as Perion’s chief strategy officer to spearhead Undertone’s private-to-public journey as its CFO. Now, for the first time, CFO Waxman-Lenz charts the action steps and milestones that allowed his team to rapidly transform Undertone’s internal controls,…
Listen to the Episode Below (00:57:56)