Kiavi’s pivot revealed two distinct customer segments—first-timers and high-volume professionals. Michael Bourque helped steer the company toward redesigning acquisition, service, and experience around each group using disciplined unit-economics. When the business remained unprofitable, he supported the move of operations from costly San Francisco to Pittsburgh. Now Watch the Complete Episode Featuring CFO Michael Bourque of […]
1144: Rewiring Finance for AI, Data, and Business Impact | Michael Bourque, CFO, Convera
Jack Welch’s binder hit the floor before Michael Borque had time to react. At just 23, he sat in a Honeywell acquisition review meeting as the “keeper of the numbers,” rifling through a binder he knew didn’t contain the EPS detail Welch demanded. When the answer didn’t come, Welch “swept his binder off the table,…
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The Power of Relationships in Driving Enterprise Value
Amid a competitive, banker-led acquisition during COVID, he insisted on traveling to meet the founder in person. That relationship-building shifted perceptions, secured the deal, and underscored how trust can decisively shape enterprise outcomes. Now Watch our Complete Episode Featuring CFO Chris Miorin of apexanalytix Chris Miorin traces a leadership-first path to finance, forged at West […]
1122: Capital Allocation as a CFO’s North Star | Chris Miorin, CFO, apexanalytix
Chris Miorin’s path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years…
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Forecasting Without the Illusion of Precision | Rene Ho, CFO, SAP Taulia
During a high-pressure period at Visa following a restatement, Rene Ho shifted forecasting away from false precision. He required teams to present scenario ranges with clear reasoning, holding them accountable for understanding—not just outcomes. The result: deeper business insight and a forecasting culture grounded in strategic awareness, not guesswork. Now Watch the Complete Episode Featuring […]
1105: The Steady Climb: Scaling with Purpose in FinTech | Rene Ho, CFO, SAP Taulia
It’s not uncommon for CFOs to exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed. Ho had been CFO of Taulia, a working capital fintech, when it was still an independent company. After helping lead the firm through its acquisition by SAP, he chose to stay on,…
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Mapping Growth Through Uncertain Seas | Bea Ordonez, CFO, Payoneer
Bea Ordonez accepts nonstop upheaval as the new norm. She’s fortified Payoneer with resilient, high‑performing teams, rapid decision cycles and laser‑sharp customer focus. By treating every macro shock as opportunity, she converts volatility into competitive speed, seeking to position Payoneer for sustained global growth and advantage. Now Watch the Complete Episode Featuring CFO Bea Ordonez Payoneer’s […]
829: All Aboard for Accelerated Learning! | Jamie Britton, CFO, Texas Security Bank
The expression “accelerated learning” has been used by a number of our recent CFO guests to distinguish periods within their careers when circumstances demanded a hastened pace of knowledge gain. For Jamie Britton, this period of time began when an economist at SunTrust Bank pulled him into a conference room and offered him a position…
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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
565: A Fintech Unicorn Burnishes its Risk Management Brand | Michael Tannenbaum, CFO, Brex, Inc.
Upon being named CFO of Brex, Inc., in 2017, Michael Tannenbaum joined a realm of accomplished finance executives whose average age is 20 years greater than his. This is not the first time that Tannenbaum has advanced beyond his professional years, so the label of “whiz kid” has long since lost a little of its…
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“It’s Time to Discover Your Company’s Internal Unicorns” – Steve Player at LIVE FUTURE READY
228: Retooling Your Planning Process, Dan Crumb, CFO, Kansas City Chiefs
Join us when Dan Crumb, CFO, Kansas City Chiefs, explains how finance professionals help to energize organizational culture as they actively build relationships and embed financial tools across the enterprise.
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