At American Express, Guillermo Lopez overhauled a historically allocated $700M annual investment budget by building a data-driven ROI model that merged financial, platform, and customer data. The reallocation redirected capital to higher-return markets, generating an estimated $30M in incremental annual revenue—compounding year over year. Now Watch the Complete Episode Featuring CFO Guillermo Lopez of DLocal […]
When One Plus One Actually Equals Three | Matt Novick, CFO, TripleLift
At PlaceIQ, an unexpected acquisition inbound forced Matt Novick to deeply assess unit economics and true revenue and cost synergies. The experience reshaped his strategy: always be transaction-ready by understanding the business end-to-end, so finance can quickly evaluate opportunities, avoid misfits, and operate with strategic precision. Now Watch the Complete Episode Featuring CFO Matt Novick […]
1148: How Early Data Lessons Shaped Workday’s CFO AI Playbook | Zane Rowe, CFO, Workday
At first, we wondered why Zane Rowe was once again leading us back to Continental Airlines. With notable CFO tenures at VMware and EMC—chapters rich with transformation—surely there were fresh stories to surface. But as Rowe began tracing the logic behind flight profitability, route modeling, and data-rich decision making, the relevance snapped into focus. His…
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Turning Numbers Into Conviction | Amy Foo, CFO, Ignition
By listening to enterprise sales calls, Amy Foo uncovered why deal sizes had plateaued. Customers needed pricing flexibility to match seasonal demand. She introduced a pooled-seat model—annual rather than fixed monthly pricing—which let clients scale usage up or down. The result: enterprise deal values jumped six- to seven-fold. Now Watch the Complete Episode Featuring CFO […]
1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp
When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future. ClickUp is not just a place where work is tracked, Zhang tells us—it’s…
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1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
Back in the early 2000s, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately began quizzing him on music royalties—the recruiter had apparently misunderstood the brief. Hoskins didn’t get the job—at first. But two days later, he got…
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1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft
In March 2020, as global lockdowns disrupted industries worldwide, Chris Nagy encountered a pivotal moment as CFO. Overnight, his company lost 25% of its revenue due to the closure of in-person focus group facilities. Responding swiftly, Nagy redirected resources to fast-track a shelved video conferencing product. By year-end, the initiative recovered half of the lost…
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1048: Strategic Growth and Leadership in Hard Tech Finance | Sandra Wallach, CFO, Amprius Technologies
Sitting quietly at the back of a crowded GE conference room, a young Sandra Wallach diligently took notes during an executive briefing. As one of the newest inductees into GE's esteemed Financial Management Program (FMP), she was eager to absorb every detail. Unbeknownst to her at the time, this moment marked the beginning of a…
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