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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Leading Through Windfalls: CFO Guidance on Secondary Transactions
Inside The Mentoring Round, CFO Kfir Lippmann dives into the lesser-known yet critical impact of secondary transactions. While IPO preparation is high-stakes, these transactions can dramatically affect morale—especially when younger employees receive large sums quickly. Lippmann emphasizes coaching them on responsible spending and long-term thinking, rather than letting sudden wealth create divisions. Balancing transparency, fairness, […]
1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security
CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through…
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How Mobileye’s CFO Strategically Manages R&D Investments and Cash Flow
Inside The Mentoring Round, CFO Moran Shamesh outlines three key areas of focus for the upcoming year: financial involvement in advanced product engagement, ensuring correct resource allocation between R&D units, and monitoring global market trends and regulatory changes to inform forecasts. Additionally, he emphasizes the importance of maintaining cash flow efficiencies through a detailed examination […]
Scaling Fast: Inside the Financial Strategy of a High-Growth Company
Inside The Mentoring Round, Brian Hogeland, CFO, Packer Fastener highlights key themes around leveraging technology, data, and intentional planning to drive business growth. He emphasizes the role real-time financial insights have when it comes to streamlining operations, and supporting the alignment of financial and operational metrics. Hogeland also focuses on balancing data-driven decisions with a […]
How Finance is Responding to Current Economic Environment | Anup Singh, CFO, Illumio
CFO GUEST: Anup Singh of Illumio EPISODE: #865: Achieving A Strategic Alignment
Optimizing How R&D Dollars are Spent | Ross Muken, CFO, Sophia Genetics
GUEST CFO: Ross Muken of Sophia Genetics EPISODE: #842: Realizing the Potential of Data at Scale
841: When Every Member Counts | Ilana Esterrich, CFO, American Coatings Association
Inside the world of trade associations, the 135-year-old American Coatings Association’s has never wavered in its dedication to answering the needs of professionals inside the paints and coatings industry. However, ACA members—like those of many associations these days—are becoming increasingly demanding when it comes to the value that they receive in exchange for their dues.…
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When Scaling Is Top-of-Mind | Kate Bueker, CFO, HubSpot
CFO Guest: Kate Bueker, HupSpot Episode: #832 Achieving a Holistic View
832: Achieving a Holistic View | Kate Bueker, CFO, HubSpot
When Kate Bueker first left the world of investment banking for a corporate finance role, she was ready to savor the fabled congruity that a business finance career often offers. “I felt that what would be more interesting and motivating to me would be more consistent,” recalls Bueker, who shortly after joining Akamai Technologies in…
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758: Leveraging Momentum to Drive Growth | Amol Chaubal, CFO, Waters Corporation
"Prioritize mastering the understanding of business purpose and how your business creates value. Focus on building relationships and credibility. Fortify Accounting and Technology infrastructure and hire potential over experience. Ensure companywide performance management and accountability. Define milestones and measure your journey toward becoming an effective co-pilot of the business." –Amol Chaubal, CFO, Waters Corporation Waters…
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