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993: Building Resilient Careers: Lessons From an Expat CFO | Hilary Norris, CFO, GTreasury

A little more than 15 years ago, Hilary Norris had landed her "dream job" at a tech company in sunny California—a perfect alignment of her professional goals and personal life. However, the idyllic scenario was disrupted when the company was acquired, a common turning point that often spells uncertainty for existing executives. Facing a potential…
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991: Transforming Investment Wisdom Into Management Strategy | Jeff Bray, CFO, Semperis

Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key areas would greatly amplify his…
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989: The Homecoming: A Tale of Growth, Leadership, and Return | Jeremy Johnson, CFO, Dayforce

Back in September 2021, Jeremy Johnson, senior vice president of finance at Ceridian (now Dayforce), decided that it was time to test his mettle—a step that would lead him to returning from a long personal journey with a leadership perspective somewhat different from what he had expected might be the case. Determined to challenge himself…
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Ep 33: Driving Value Beyond the Balance Sheet

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in…
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A CFO Helps Cardinal Health Find Its Value-Creation Groove

This story originally appeared on Forbes.com Back in August 2022, when Cardinal Health, Inc.’s finance chief, Jason Hollar, succeeded CEO Mike Kaufmann as the healthcare giant’s top executive, among the immediate challenges facing new CEO Hollar was filling the company’s CFO vacancy. At the time, an activist investor with an eye toward management change had […]

The Mentoring Round | Erin Sawyer, CFO, Certinia

Inside The Mentoring Round, CFO Erin Sawyer tell us when she recognized the necessity of adopting a holistic approach to operational processes. Rather than viewing each department’s systems and procedures in isolation, she saw the value in examining how each part of the process impacted others, highlighting the need for an integrated approach to drive […]

986: Blending Finance With Operational Ingenuity | Erin Sawyer, CFO, Certinia

Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer's professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial…
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The Mentoring Round | Aaron Alt, CFO, Cardinal Health

Inside The Mentoring Round, CFO Aaron Alt highlights Cardinal Health’s ongoing comprehensive review of its business portfolio, involving an assessment of healthcare trends, competitive strengths, and economic forecasts to determine the best ownership of assets. This process has led to strategic decisions about retaining, investing in, and potentially divesting certain business units to maximize shareholder […]

983: The CFO as Architect of Value | Aaron Alt, CFO, Cardinal Health

In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt's journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries. Starting in law, Alt quickly found his groove inside the legal world's cornucopia of M&A advisory services. It…
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The Mentoring Round | Eric Bouchard, CFO, Axiom

CFO Eric Bouchard spent four years preparing Atrium Innovations for an exit, inside The Mentoring Round, Bouchard reflects on the transformation from a smaller organization to a more mature company capable of rewarding the company’s investors. Reflecting on his early days in the CFO role, CFO Bouchard emphasizes the importance of staying true to one’s […]

980: A New Era for Legal Services | Eric Bouchard, CFO, Axiom

Perhaps no single experience better reveals the breadth of challenges that regularly test even the most stoic of finance career-builders than that which confronted Eric Bouchard a little more than a decade ago at Bombardier, Inc. Tasked by management with negotiating the establishment of a new aerospace facility, Bouchard navigated through complex discussions with the…
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The Mentoring Round | David Freeman, CFO, Starburst

Inside The Mentoring Round, CFO David Freeman recounts the challenges faced during the financial crisis, highlighting the tension between investor advice to retrench and the company’s growth trajectory. Freeman reflects on the gaps in his expertise, particularly in taxation, emphasizing the need for finance leaders to recognize their limitations and bring in experts early on. […]