As co-head of enterprise sales at Paintzen, Clayton Kossl applied a metrics-based approach to deal-making—analyzing pipelines, commissions, and creative financial structures. Within two years, enterprise and national accounts surged to 80–90% of revenue, attracting PPG Industries’ acquisition. The experience reshaped his CFO mindset: data-driven, risk-ready, and deeply aligned with sales execution. Now Watch the Complete […]
The Mentoring Round | Jeff Bray, CFO, Semperis
Inside The Mentoring Round, Semperis CFO Jeff Bray emphasizes the importance of concentrating investments on the best ideas rather than spreading resources too thinly. In his transition from an analyst to a portfolio manager, he shifted the strategy to focus on the top three to five investment ideas from each analyst, significantly enhancing portfolio performance. […]
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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How A Data Unlock Helped SEC To Identify At-Risk Issuers | Alison Staloch, CFO, Fundrise
CFO GUEST:: Alison Staloch of Fundrise Staloch: At the SEC, I remember, you know, we were we were starting to build out our data aggregation tools as an organization primarily as a way to streamline risk identification for our examinations or analytics teams, or, you know, for use in reporting metrics and our economic analyses […]
Risk & Innovation | eBook
How seven finance leaders approach financial risk and innovation. In this eBook, industry-leading CFOs give us insights into how they approach risk—exploring their unique perspectives and financial strategies. Download the eBook