The Source for CFO Thought Leadership

years

1,030: Leveraging Global Expertise to Shape ADP’s Financial Future | Don McGuire, CFO, ADP

In 2021, ADP's HR leader reached out to Don McGuire, then the company’s globe-trotting EMEA president, to gauge his interest in stepping into the firm's CFO role. McGuire was surprised, inasmuch as it had been nearly two decades since he had veered off the traditional finance career track. During this interim, McGuire had taken on…
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1,029: A Unique Advantage: When CEO Experience Informs CFO Leadership | Matt Steinfort, CFO, DigitalOcean

While most CFOs climb the ranks through finance-related roles, Matt Steinfort's path ended up taking quite a significant detour—which saw him lead a company as CEO and then unexpectedly step into a CFO role at his next company. Steinfort’s transition from CEO to CFO occurred when he was approached by Dan Caruso, a longtime mentor and successful…
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The Mentoring Round | Chikako Tyler, CFO, California Bank & Trust

Inside The Mentoring Round CFO Chikako Tyler reflects on a significant transformation in her approach to financial management. Initially focused on revenue and expense containment, she once viewed expenses strictly as costs. However, after managing a sales team, she shifted her perspective, now seeing expenses as investments with potential ROI. This change has led her […]

The Mentoring Round | Tom Bock, CFO, SmartFinancial

CFO Tom Bock reflects on two pivotal experiences that shaped his mindset as a leader. The first is a lesson from his childhood in communist Hungary, where his grandmother taught him the importance of responsibility and learning from life’s challenges. This early lesson instilled in him a lasting sense of duty and resilience. Fast forward […]

1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial

In 2005, fresh into his first banking job at Citigroup, Tom Bock found himself working 63 hours straight in preparation for a critical pitch. Fueled by a desire to prove his worth, he pushed his limits, refusing to rest until the task had been completed. However, this grueling experience came at a cost—his nose began…
Listen to the Episode Below (0:52:56)
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1,023: How Finance Propelled a Tech Enthusiast Into the C-Suite | Doug Potvin, CFO, Trinity Logistics

Doug Potvin's journey to becoming the CFO of Trinity Logistics reveals the power of adaptability and continuous learning. Initially captivated by technology in high school, he pursued a degree in computer science—only to discover a passion for finance during a college course. This pivot led him to the National Marine Fisheries Service (NMFS), where he…
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1,021: A Taste for Professional Growth: How the U.S. Coast Guard Granted Larry White an Expansive Finance Career

The year 1986 was a pivotal one for Larry White’s career in the U.S. Coast Guard. After entering the Coast Guard Academy in 1976 and graduating in 1980, White advanced through a series of operational roles before deciding to pursue an MBA at Columbia University. The Coast Guard agreed to underwrite this move, enhancing his…
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Ep 37: Navigating Communication Challenges

This episode Jack an Brett discuss the commentary of the three Planning Aces, CFO Sandeep Aujla from Intuit, CFO Shelagh Glaser from Synopsys, and CFO Seth Wunder from Acorns. Each Planning Ace highlights their distinct approaches to strategic finance, organizational structure, communication, and business growth. Interestingly, while all three CFOs highlight the importance of strategic…
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1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc.

Josh Schenker may well be the only CFO we've interviewed who claims to have dropped out of high school—which he actually did, sort of. In order to accelerate his academic ascendance, Schenker passed the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. "I never received a…
Listen to the Episode Below (0:42:53)
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1,018: From Complexity to Clarity: Simplifying Business Segments for Investor Insight | Shelagh Glaser, CFO, Synopsys

When asked to share a single career chapter that has influenced her strategic mind-set as a finance leader, Synopsys CFO Shelagh Glaser knew exactly what to cite. She described a period that had unfolded during her 29 years at Intel Corp., when—seemingly overnight—consumer appetite for tablets had begun to upend Intel's enduring PC chips business.…
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The Mentoring Round | Sandeep Aujla, CFO, Intuit

Inside the Mentoring Round, CFO Sandeep Aujla explains why his eight-year investment at Intuit was driven by the continuous learning opportunities and professional growth the company offered. Although he could have become a CFO sooner elsewhere, Aujla tells us chose to stay at Intuit to deepen his expertise, gain more diverse experience to better prepare […]

1,016: When Career Years Are Investment Years | Sandeep Aujla, CFO, Intuit

By the time Sandeep Aujla arrived at Intuit in 2015, he had already invested 7 career-building years as a senior finance executive at Visa, so his path to the CFO office was presumably getting shorter and shorter. Still, it would be another 8 years before he would be appointed Intuit CFO. While there's little question…
Listen to the Episode Below (0:46:00)
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