CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA

803: Sharing in a Moment That Mattered | Efrain Rivera, CFO, Paychex

Back in April of 2020, as the consequences of COVID’s arrival in the U.S. sent financial markets reeling, Paychex CFO Efrain Rivera had the temptation “to say nothing.” As the company’s quarterly earnings call with analysts quickly approached, Rivera explains, a number of management team members had gathered in conference to debate the idea of…

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00:53:42

803: Sharing in a Moment That Mattered | Efrain Rivera, CFO, Paychex

Ep 11: Getting a Read on the World’s New Realities

Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insights from Planning Aces: CFO Will Johnson of Iterable, CFO Adam Ante of Paycor, CFO Ryan Van Hatten of Prophix and CFO Steve Vintz of Tenable.

802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he mentions that although he had a deep interest in biology during his high school years, upon entering college he decided to swap out a biology curriculum for an accounting…

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00:53:31

802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

801: The Founder and the Future | Ryan Van Hatten, CFO, Prophix Software

Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until…

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00:52:41

801: The Founder and the Future | Ryan Van Hatten, CFO, Prophix Software

800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink

Had the opportunity to work in the treasury department at American Express arrived 6 months earlier, there’s a chance that John Herman may never have landed in a CFO office. “Treasury was an area that I was fascinated by,” remembers Herman, who—after having spent a decade at American Express—was given a "package” in 2009 when…

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00:56:27

800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink

799: When Metrics Do the Talking | Adam Ante, CFO, Paycor

When Adam Ante first arrived at Paycor in 2017, the seasoned finance executive was tasked with prodding Paycor management to begin monitoring daily performance metrics. “At first, it was about building the relationship with the executive team so that they understood how important it was to understand how the company was performing on a daily…

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00:48:22

799: When Metrics Do the Talking | Adam Ante, CFO, Paycor

Learn from CFOs who have the Will to Lead.

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