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949: Achieving a Learning Mind-Set | Davinder Athwal, CFO, Phenom

Phenom CFO Davinder Athwal tells us that he has a personal connection to his company's mission. Near the beginning of our talk, he shares a touching story about his father, a highly skilled individual who struggled to find a job in the UK. This personal experience fuels his passion for Phenom's mission: to help a…
Listen to the Episode Below (0:49:07)
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948: Anticipating the Talent Headwinds | Christopher Crawley, CFO, Hofman Hospitality Group

Among family-owned restaurants groups, Hofman Hospitality Group (HHG) weathered the pandemic better than most. As it turned out, though, the 75-year-old company found itself obligated to evolve with the times, adding food trucks and ghost kitchens (detached kitchens serving pickup and delivery only)—not to mention a chief financial officer. And just who the southern California…
Listen to the Episode Below (0:48:07)
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947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore

Among the different career phases that Teresa Chia credits with having helped to advance her down the CFO path, there is little question that Phase 2 was the most formative. Still, how she came to enter this phase had little to do with career ambitions—or at least her own career ambitions. The second phase of…
Listen to the Episode Below (0:50:53)
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946: Using the Influence at Your Command | Natalie Laackman, CFO, MedSpeed

For corporate finance executives, few professional experiences are as adeptly converted into social currency as those manifested inside the realm of mergers and acquisitions (M&A). It seems that regardless of whether a finance executive has been involved in one deal or 40, they are usually able to quickly share a takeaway or two. For finance…
Listen to the Episode Below (0:44:10)
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Ep 28: How Planning Aces Are Made

This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bowse, and CFO Jason Leet of Zylo. Planning Ace's Cohost Jack Sweeney points out that all three of this episode's finance leaders have noteworthy M&A backgrounds, including Michael Linford's role as the first CFO after…
Listen to the Episode Below (0:40:23)
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945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium

Doug Lindroth tells us that he is not likely to forget the day that Google filed its S-1 registration statement simply because it was on the same one that semiconductor distributor Memec filed its own S-1. Back in June 2004, Lindroth was CFO of Memec when the firm’s management opted to file a registration statement…
Listen to the Episode Below (0:56:46)
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