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strategic growth

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…
Listen to the Episode Below (0:48:40)
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Empower Numbers, Accelerate Restaurant Success | Emma Whelan, CFO, MarginEdge

A Finance Strategic Moment Seeing 65 finance staff siloed on three continents, Emma Whelan realized succession and scale were impossible. She collapsed the structure into one truly global team, cross‑training and centralizing every process. The painful year paid off: faster closes, zero attrition, soaring engagement, and worldwide talent sharing propelled sustainable growth. Now Watch the Complete […]

Building Networks & Nurturing Talent: Key CFO Insights from Amy Butte

Inside The Mentoring Round, Navan CFO Amy Butte recalls the unexpected responsibilities she faced at the New York Stock Exchange, underscoring how the CFO role extends beyond accounting. She reveals the importance of connecting with people—whether on a trading floor or in a finance function—and highlights the power of vulnerability in leadership. Butte also stresses […]

1072: Numbers, Narratives, and Navigating Change | Amy Butte, CFO, Navan

It was a phone call Amy Butte tells us she will never forget. Lifting the receiver, she heard the familiar voice of her father—an accountant who had always championed her career. But this time, his words were tinged with a curious mixture of praise and amazement. He simply couldn’t fathom how his daughter, who had…
Listen to the Episode Below (0:43:36)
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1049: Beyond the Balance Sheet: Leveraging People and Data for Success | David Morris, CFO, Guardian Pharmacy

When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. Guardian Pharmacy Services, a company they built from the ground up, recently raised $112 million in an IPO, listing on the NYSE under the symbol “GRDN.” The milestone reflects…
Listen to the Episode Below (0:41:53)
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