Shows / CFO THOUGHT LEADER
Episodes
- CFO THOUGHT LEADER
1227: Scaling an Apparel Brand: The CFO’s Capital Allocation Challenge | Neely Rosen, CFO, Greyson Clothiers
At Greyson Clothiers, opening a new store can mean committing capital long before the first meaningful returns arrive. For CFO Neely Rosen, that gap between…
- CFO THOUGHT LEADER
1226: Anaplan’s Growth Equation: AI, Profitability, and Scale | Hemant Kapadia, CFO, Anaplan
For Anaplan CFO Hemant Kapadia, one of the more revealing measures of the company’s transformation isn’t revenue growth alone. It’s the fact…
- CFO THOUGHT LEADER
Evan Goldberg on the End of ERP as We Know It
At SuiteWorld 2026, NetSuite’s founder outlines how AI is transforming business software—and what the shift means for CFOs. When Evan Goldberg, founder…
- CFO THOUGHT LEADER
1225: Nix the Clicks: Building a Finance Function That Manages by Exception | Steve Fox, CFO, Every Man Jack
When Steve Fox joined Every Man Jack in 2021, the men’s personal care brand had a new private equity owner and an ambitious growth agenda. Carlyle Group…
- CFO THOUGHT LEADER
1224: Building a Cybersecurity Leader for the AI Era | Joe Iantosca, CFO, Cyera
When Joe Iantosca arrived at Cyera as CFO, his first hire wasn’t an accountant or an FP&A professional. It was a data engineer. For Iantosca, the…
- CFO THOUGHT LEADER
1223: Scaling Sokin: Beyond the First $100 Million | Tom Steer, CFO, Sokin
When Tom Steer joined Sokin as CFO, he already knew the international payments company unusually well. As an investment banker at FT Partners, he had advised…
- CFO THOUGHT LEADER
1222: Scaling Through Acquisitions, Integration, and AI | Kara Childress, CFO, Vensure Employment Solutions
At Vensure Employer Solutions, completing an acquisition is only the beginning. The company has acquired roughly 120 businesses in eight years, and each new…
- CFO THOUGHT LEADER
Inside the Economics of Consumer Lending | Perry Beberman, CFO, Bread Financial
In this episode, Jack is joined by Perry Beberman, CFO of Bread Financial. For a financial services company built around consumer credit and retail…
- CFO THOUGHT LEADER
1221: Rebuilding Bread Financial’s Capital Foundation—And What It Made Possible | Perry Beberman, CFO, Bread Financial
When Perry Beberman arrived at what is now Bread Financial, the company had a balance sheet problem. It was carrying too much leverage, had insufficient…
- CFO THOUGHT LEADER
How Hippo Learned Which Risks to Keep | Guy Zeltser, CFO, Hippo Insurance
In this episode, Jack is joined by Guy Zeltser, CFO of Hippo Insurance. One of the more consequential decisions in Hippo’s recent history involved…
- CFO THOUGHT LEADER
You Can’t Have Probably Right Revenue | Sam Chung, Chief Customer Officer, Salesforce
In this episode, Jack is joined by Sam Chung, Chief Customer Officer at Salesforce and former CFO of Salesforce.org. For finance leaders, the transition from…
- CFO THOUGHT LEADER
1220: At Hippo, Growth and Risk Work Together | Guy Zeltser, CFO, Hippo Insurance
In 2023, Hippo faced what CFO Guy Zeltser describes as perhaps the worst quarter in the insurance company’s history. The response was not to chase growth…
- CFO THOUGHT LEADER
The New Economics of Revenue | Sam Chung, Chief Customer Officer, Salesforce
How consumption models, AI, and rising complexity are reshaping the CFO mandate Revenue models are becoming more complex—and for finance leaders, the…
- CFO THOUGHT LEADER
The Economics of Removing Friction | Tami Wilson-Ciranna, CFO, Curative
Curative’s transformation from pandemic testing to employer health insurance gives Wilson-Ciranna an unusual vantage point on growth, risk and operating…
- CFO THOUGHT LEADER
2019: Building a Health Plan Around What People Actually Do | Tami Wilson-Ciranna, CFO, Curative
When Tami Wilson-Ciranna joined Curative in April 2020, the assignment came with what now looks like a spectacularly optimistic assumption: three months. “I…
- CFO THOUGHT LEADER
Why AI Shouldn’t Be Priced by the Token | Ken Stillwell, CFO, Pegasystems
In this episode, Jack is joined by Ken Stillwell, CFO of Pegasystems. Stillwell describes a finance career shaped early by M&A, operating responsibility…
- CFO THOUGHT LEADER
1218: Why Pegasystems Is Betting on Work, Not Tokens | Ken Stillwell, CFO, Pegasystems
When Pegasystems began building its cloud business, the economics were hardly what investors would expect from a mature software company. Cloud gross margin…
- CFO THOUGHT LEADER
When Focus Raises the Execution Bar | Brittany Cerwin, CFO, Middleby
In this episode, Jack is joined by Brittany Cerwin, CFO of Middleby. After years operating across commercial foodservice, food processing, and residential…
- CFO THOUGHT LEADER
2017: A Sharper Portfolio, A Clearer Capital Story | Brittany Cerwin, CFO, Middleby Corporation
For years, Middleby executives arriving at investor conferences faced a storytelling problem: 30 minutes wasn’t much time to explain three different…
- CFO THOUGHT LEADER
Where Automation Meets Financial Discipline | Ryan Raccon, CFO, Zapier
In this episode, Jack is joined by Ryan Roccon, CFO and COO of Zapier. They discuss how Zapier’s automation platform is adapting to an AI environment in which…
- CFO THOUGHT LEADER
When Expertise Gives Way to Curiosity \ Jessica Sommers, CFO, Aledade
In this episode, Jack is joined by Jessica Somers, CFO of Aledade. They discuss how the company uses technology, data, and insights to help primary care…
- CFO THOUGHT LEADER
The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri
In this episode, Jack is joined by Jack Gordon, CFO of Harri, an AI-powered workforce operating system serving the hospitality industry. They discuss how Harri…
- CFO THOUGHT LEADER
People and Places: The Geography of a CFO Career
CFO careers are often described through titles, companies, and accomplishments. But another force can quietly shape the journey: place. In this themed episode…
- CFO THOUGHT LEADER
2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier
At Zapier, the rise of AI is changing more than the automation products customers build. It is reshaping how the company organizes, invests, prices its…
- CFO THOUGHT LEADER
When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting
AI is rapidly changing not only what finance technology can do, but how CFOs should t…
- CFO THOUGHT LEADER
1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade
At Aledade, CFO Jessica Somers is helping finance navigate a business where investment decisions can take years to fully reveal their value. The…
- CFO THOUGHT LEADER
1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri
For Jack Gordon, the CFO role at Harri increasingly extends beyond finance—and into the mechanics of how an AI-powered business scales. Harri, a workforce…
- CFO THOUGHT LEADER
The Best Trade You Don’t Make | Shiv Verma CFO Robin Hood
In this episode, Jack is joined by Shiv Verma, CFO of Robinhood. They discuss Robinhood’s evolution from commission-free brokerage to a financial super app and…
- CFO THOUGHT LEADER
1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge
When Martin Uhrik compared the margins of two visual-effects brands at Technicolor, one appeared far more profitable than the other. Uhrik tells us the…
- CFO THOUGHT LEADER
1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti
Shortly after Dan Barzily became CFO of Tipalti, a go-to-market transformation altered the company’s working-capital profile. One quarter later, Barzily tells…
- CFO THOUGHT LEADER
1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health
Jonathan Ma recalls being at his parents’ home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter…
- CFO THOUGHT LEADER
1210: The Best Trade May Be the One You Don’t Make | Shiv Verma, CFO, Robinhood
Six weeks before Lehman Brothers went under, Shiv Verma tells us, he joined a hedge fund as the world felt like it was falling apart. After building…
- CFO THOUGHT LEADER
1209: Finding a Larger Voice in the Room | Ross Grainger, CFO, Nasuni
Ross Grainger remembers an early chapter of his career when finance was only one part of the job. After stepping outside a traditional finance path to own and…
- CFO THOUGHT LEADER
1208: Quality, Trust, and Scale | Cal Brouilette, CFO, Flatiron Health
Cal Brouilette recalls a sleepless night in Houston, speaking at 3 a.m. with someone from Blackstone about a purchase-and-sale agreement and transition-service…
- CFO THOUGHT LEADER
1207: Putting Guardrails Around Aggressive Growth | Jamie Schroeder, CFO, Premium Guard Inc.
Jamie Schroeder’s finance career began on the shop floor at Ford Motor Company. As part of Ford’s rotational development program, Schroeder tells us, he spent…
- CFO THOUGHT LEADER
1206: The CFO as an Architect of Execution | Phil Fracassa, CFO, Magna International
At Timken, it was generally known that Phil Fracassa knew he would become CFO after the company separated its steel business. But first, he tells us, the board…
- CFO THOUGHT LEADER
1205: Giving Every Decision-Maker 40 Analysts | Matt Ostrower, CFO, Link Logistics
Earlier in his career, Matt Ostrower remembers losing sleep over a decision that carried consequences for employees, lenders, and shareholders. At Site…
- CFO THOUGHT LEADER
1204: When Capital Conviction Matters More Than Market Timing | Andrew Korn, CFO, EliseAI
Andrew Korn tracks growth first. EliseAI had surpassed $200 million in annual recurring revenue when he spoke with us, and Korn tells us the company had…
- CFO THOUGHT LEADER
1203: Making Strategy—and the Money—Move Together | Laura Miller, CFO, Strata Decision Technology
In April 2020, Laura Miller stepped into her first CFO role at Pampered Chef. According to Miller, she was pregnant with her second child, working with a new…
- CFO THOUGHT LEADER
1202: Allocating Capital in an Age of AI | Samantha Greenberg, CFO, AlphaSense
In the early months of Francisco Partners, Samantha Greenberg sat in a room on folding chairs with the firm’s cofounders and one other colleague, planning the…
- CFO THOUGHT LEADER
1201: From Bitcoin Infrastructure to the AI Power Economy | Gary Vecchiarelli, CFO, CleanSpark
In high school, Gary Vecchiarelli received day-old copies of Investor’s Business Daily from a business teacher. Stock prices still appeared in fractions, and…
- CFO THOUGHT LEADER
1200: When Finance Owns the Future | Mark Khavkin, CFO, Rula
Mark Khavkin often finds his best ideas somewhere near the Golden Gate Bridge. The Rula CFO tells us that he bikes from San Francisco across the bridge and…
- CFO THOUGHT LEADER
1199: The CFO’s Biggest Challenge Isn’t AI—It’s Leading Through It | John Kinzer (Interim CFO), OneStream
John Kinzer still remembers sitting in a closed meeting at MCI, presenting revenue results, when something unexpected caught his attention. It wasn’t the…
- CFO THOUGHT LEADER
1198: Building Long-Term Value Starts With Better Capital Allocation | Shane Hostetter, CFO, Chemours
When Shane Hostetter arrived at Chemours in 2024, he stepped into a company facing liquidity challenges while also pursuing important long-term growth…
- CFO THOUGHT LEADER
1197: The CFO Who Learned Finance by Owning Sales | Sinohe Terrero, CFO, Envoy
Sinohe Terrero still remembers the timing. He joined Envoy in January, only to see the workplace transformed just two months later as offices around the world…
- CFO THOUGHT LEADER
1196: Your Next Finance Hire Should Think Like a Founder | Martino Cadoni, CFO, DeepL
When Martino Cadoni joined DeepL, he arrived with an unusual perspective—he already knew the company’s product firsthand. Earlier in his career at…
- CFO THOUGHT LEADER
1195: When Finance is at the Center of the AI Code Revolution | Jean Compeau, CFO, Sonar
When Jean Compeau joined Sonar as CFO in March 2025, AI coding was not yet dominating industry conversations. By the summer and fall that followed, however…
- CFO THOUGHT LEADER
1194: Why Curiosity Creates Better Finance Leaders | Stacey Jenkins, CFO, Aerotek
Each day, Stacey Jenkins watches a different set of indicators than the quarterly financial results that eventually appear on a report. Candidate applications…
- CFO THOUGHT LEADER
1193: Building Finance Functions That Shape Outcomes | Jesse Waldron, CFO, Thyme Care
When Jesse Waldron describes Thyme Care’s work, he begins with the patient experience. Cancer patients, he explains, are often thrust into a healthcare…
- CFO THOUGHT LEADER
1192: Building Through Disruption | Christina Spade, CFO, Catalant
Five weeks into her role as CFO of Catalant, Christina Spade is helping guide a company that she believes is positioned for a different era of consulting…
- CFO THOUGHT LEADER
1191: From Complexity to Clarity: Building Operational Maturity | David Forlizzi, CFO, Salsify
When David Forlizzi describes Salsify, he begins with a simple observation: “We all use it every day.” Unlike some of the highly technical software businesses…
- CFO THOUGHT LEADER
1190: Fixing What Growth Tries to Hide | Jaylene Kunze, LegitScript
When Jaylene Kunze was asked to help rebuild a struggling subsidiary in the United Kingdom, she packed up her family and moved overseas with her nine-month-old…
- CFO THOUGHT LEADER
1189: Why Finance Should Lead with “Yes, And” | Bruno Annicq, CFO, Wellhub
A conversation from years earlier still stands out to Bruno Annicq. While working at AOL, he was supporting business leaders and helping tell the story of the…
- CFO THOUGHT LEADER
1188: Testing Assumptions Before Burning Capital | Kevin Hettrich, CFO, QuantumScape
Kevin Hettrich walked into a conference room with a whiteboard full of numbers and a problem no one had fully articulated. QuantumScape’s leadership team was…