The Source for CFO Thought Leadership

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1,015: Aligning Investor Narratives With Operational Strategy | Mark Khavkin, CFO, MinIO

Mark Khavkin tells us that from the very beginning of his career journey—a 2008 role as an investment professional with a European private equity firm—he was able to gain experience in board strategy, investor relations, and entrepreneurial exploration. This foundation allowed him to read boardroom dynamics from very early on and prepared him to anticipate…
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1,013: The Curious CFO: Crafting the Future of Space | Muhammad Shahzad, CFO, Relativity Space

Mo Shahzad is not one for trivial conversations. At Relativity Space, he’s known for a deep curiosity that is often manifested by his engagement with team members in discussions about their interests and passions. This intellectual curiosity is not just a personal trait—it’s a vital tool toward empowering his role as CFO. Shahzad's ability to…
Listen to the Episode Below (0:49:56)
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1,011: Balancing Agility and Structure for Strategic Growth | Carol Lee, CFO, LogicMonitor

Beginning her career as an analyst, Carol Lee honed her technical skills both in pre-revenue start-ups and a multinational corporation with over $10 billion in revenue. These contrasting environments, she tells us, equipped her with a unique perspective on what it takes to be both scrappy and scalable. CFOTL: Tell us about LogicMonitor … what…
Listen to the Episode Below (0:40:19)
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1,010: When SaaS Became His Native Language | Michael O’Grady, CFO, Permutive

Michael O'Grady's finance strategic moment occurred in 2014 at higher-ed tech company Ellucian. Faced with transitioning from a traditional perpetual license model to a SaaS one, he identified the need for a unified approach across all business functions. Recognizing that the company's executives had differing visions, he proposed skipping the annual budget process to focus…
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SPECIAL EPISODE: Strategic Leadership in Data: Perspectives with Fatema El-Wakeel, PHD

Blending academic rigor with industry acumen- Fatema El-Wakeel, PHD has multiple professional lives inside the data strategy realm.  Her multifaceted career encompasses roles at the University of Cambridge, where she imparts knowledge as a seasoned educator, and at Unilever, where she shapes strategic data initiatives. Fatema also lends her expertise as a non-executive director of the…
Listen to the Episode Below (0:34:59)
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The Mentoring Round | Tucker Marshall, CFO, The J.M. Smucker Company

Inside The Mentoring Round, CFO Tucker Marshall of The J.M. Smucker Company stresses the role of company culture in career choices and corporate strategy. His long-standing admiration for Smucker’s community involvement influenced his decision to join and stay with the company.

The Mentoring Round | Jason Godley, CFO, Xactly

Inside The Mentoring Round, CFO Jason Godley emphasizes the importance of identifying and focusing on a few critical KPIs that can significantly influence the business’s trajectory. CFO Godley aims to transform CFO-speak into actionable insights that resonate with various stakeholders within the company, thereby making financial goals and achievements relevant and comprehensible across all levels […]

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…
Listen to the Episode Below (0:56:36)
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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…
Listen to the Episode Below (0:52:54)
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984: The Building Blocks of CFO Success | Bob Purcell, CFO, Billtrust

Bob Purcell's leap into the unknown was not a misplaced step but a giant stride toward his future as a CFO. Early in his career, he faced a daunting choice: To join a distressed company teetering on the brink of failure or to play it safe. Driven by an unshakable belief in his abilities and…
Listen to the Episode Below (0:43:03)
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The Mentoring Round | Jakson Peters, CFO, Tour Radar

Inside The Mentoring Round, CFO Jakson Peters shares his philosophy of swift decision-making, and sheds light on the common pitfall many finance professionals face: over-analysis. Transitioning through roles in diverse geographies, from Sao Paulo, to Malaysia, to Dubai to Vienna, he emphasizes the value of understanding and integrating into new cultures without prejudgment. Fluent in […]

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…
Listen to the Episode Below (0:53:19)
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