Within 72 hours of becoming CFO at Elance, Steve Sutter uncovered that thousands of customer account balances were commingled with corporate cash—an oversight with serious compliance risk. He immediately convened the board, secured nearly $20 million to correct the issue, and implemented proper segregation—restoring financial integrity and safeguarding the company’s future transactions. Now Watch the […]
1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo
Building a Business with AI at the Core | Dan Zhang, CFO, ClickUp
At AppDynamics, Dan Zhang tackled a critical gap in sales predictability during a SaaS transformation by building an analytics stack and leading early-morning trainings. Her hands-on approach earned her Sales MVP—despite not being in sales—proving that finance can drive frontline impact and unlock strategic value across the business. Now Watch the Complete Episode Featuring CFO […]
When the Role is Earned by Leading | Amanda Whalen, CFO, Klaviyo
In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path. [ssp-player] Now Watch our Complete Episode Featuring […]







