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 […]
981: Bridging Continents: A Finance Leader’s Journey | Jakson Peters, CFO, TourRadar
Jakson Peters's journey from humble beginnings to becoming a global CFO is a tale adaptability, and continuous learning. Born in Brazil, he had initial career expectations far removed from the finance world that had their roots in the start of his working life as part of the family's milk delivery business. This early experience, so…
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978: From Silicon Roots to Global Routes | Jeff Woolard, CFO, Velocity Global
Looking back at his 26 years at Intel Corp., Jeff Woolard has more than a few moments of important discernment from which to choose when we ask for a single finance strategic moment. Nevertheless, without hesitation, he takes us back in time to when the giant chipmaker was experiencing a recurring mismatch between the products…
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973: Cultivating Relationships, Spearheading Change | Alejandro Castro, CFO, Onx
It was during a 9-year tenure at food giant Conagra Brands that Alejandro Castro became involved in a companywide initiative that would forever alter his approach to leadership and strategic thinking. Born and raised in Mexico, Castro had begun his professional voyage at Price Waterhouse, where he launched a public accounting career from the accounting…
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933: When Transparency Drives Profits | Charly Kevers, CFO, Carta
When Charly Kevers took his mentor’s advice and swapped a corporate development role at Hewlett-Packard for a tour of duty as a director of HP’s investor relations arm, he looked forward to tackling a variety of IR requisites, including crafting the messaging that follows a change at the top. Two years and four HP CEOs…
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926: Distinguishing the “What” from the “How” | Dallas Clement, President and CFO, Cox Enterprises
As listeners to our podcast well know, one of our favorite queries for finance executives who have had a lengthy tenure in one place is, "What kept you there?" It may go without saying that something with the word “opportunity” in it is perhaps the most popular response. Still, for certain finance leaders—and especially those…
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921: The Work Comes First | Niki Heim, CFO, LogicSource
It’s perhaps no secret that this podcast can be rather rigid when it comes to our policy for welcoming guests: Invitations are reserved for CFOs and CFOs alone. In fact, we regularly turn away book authors, consultants, and even CEOs. Such was the case for David Pennino, CEO of LogicSource, who recently was “pitched” to…
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910: Getting in Close | Alex Triplett, CFO, Appfire
When Alex Triplett is asked to explain where and how he began acquiring his operations knowledge, he tells us that his ops focus began to sharpen as more and more roles demanded greater "specificity" of him. Back in 2006, Triplett had just completed a stint as an investment banker with Citigroup when he was hired…
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895: Learning to Manage Upward | Paul Sheriff, CFO, NewDay
Back in 2006, when Paul Sheriff had only recently been named group financial director for a midsize banking business based in the United Kingdom, his team noticed that the profit margins of a certain banking product were experiencing a steady decline. What’s more, the customers being drawn to the product were deemed to be at…
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Using AI to Help Drive the Investment Process | Ben Chrnelich, CFO, Symphony
CFO GUEST: Ben Chrnelich of Symphony CFOTL: Since the start of the year, chat GPT is everywhere, it seems, and it’s impacting everything. Can you tell us within your organization, whether it’s been part of the discussion whether whether people have come to you, and you’ve been surprised at the different conference tables, it’s been […]
889: Whetting Wall Street’s Tech Appetite | Ben Chrnelich, CFO, Symphony
When Ben Chrnelich tells us that the banking sector’s recent unrest is the third period of disruption that he’s “cycled through” during his finance career, we can’t help but wonder about the other two. Of course, they are hardly a secret. As did that of many of his CFO peers, Chrnelich’s early career appears to…
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Bringing a Cross-Functional Approach to Scenario Analysis | Betsy Ward, CFO, MassMutual
Ward: I actually think it might be more unique given my background to talk about a Strategic Finance moment that related to a position I was in when I was in, in actually Investment Management, which relates to those scenarios I was talking about. So while I was working in mass, Mutual’s Investment Management subsidiary, […]