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The Source for CFO Thought Leadership
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“InvoiceCloud is not just payments,” Chris Sands tells us. Sitting inside the company’s finance organization, he sees a platform built to change habits—helping businesses shift customers from paper invoices and mailed checks to fully digital transactions. The success metric, he adds, is simple: “Do more of their customers stop receiving paper invoices, stop mailing in […]
The post 1134: When Finance Becomes a Force for Influence | Chris Sands, CFO, InvoiceCloud appeared first on CFO THOUGHT LEADER.
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer to retail shelves. “Our two owners, Charlene and Shahab, have done everything direct,” she tells us. “They wanted to build an organization for the long term.” That resolve led the company to take on debt rather […]
The post 1133: Finance That Explains (and Scales) the Why | Kimberlee Duval, CFO, Cymbiotika appeared first on CFO THOUGHT LEADER.
When Steve Sutter joined Celigo five years ago, he stepped into a company positioned not as another SaaS app but as what he calls “the infrastructure, the piping, the plumbing” of business automation. Celigo, he tells us, moves data between systems like Salesforce, NetSuite, and Snowflake so companies can “create very sophisticated business processes” without […]
The post 1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo appeared first on CFO THOUGHT LEADER.
In 2008, Beth Gaspich stood on the floor of the New York Stock Exchange, ringing the bell as RiskMetrics went public. What made the moment extraordinary was its timing—amid one of the most volatile markets in decades. The IPO decision, she tells us, came “down to the wire.” After months of preparing the S-1, long […]
The post 1131: Building an AI-Ready Finance Engine | Beth Gaspich, CFO, NiCE appeared first on CFO THOUGHT LEADER.
When David Obstler joined Datadog in 2018, the company’s co-founders had already built momentum with a product that observed modern cloud workloads. What struck Obstler was the alignment with a powerful long-term trend—the shift from legacy, on-premise systems to modern cloud applications. “It was a product that had a lot of product market fit in […]
The post 1130: Building Resilient Finance in Uncertain Times | David Obstler, CFO, Datadog appeared first on CFO THOUGHT LEADER.
On her first day as CFO of UHY, Laura LaPeer asked a simple question: “Do you guys do Copilot?” She had grown accustomed to using Microsoft’s AI assistant for tasks ranging from summarizing documents to creating slides, and she wanted it in place immediately. The request, she tells us, reflected both her pragmatism and her […]
The post 1129: Turning Transactions into Strategy | Laura LaPeer, CFO, UHY appeared first on CFO THOUGHT LEADER.
In 2018, Brex made a defining decision: rather than rely on middleware providers like Stripe or Marqeta, it built its own payments infrastructure from the ground up. That move, Ben Gammell tells us, gave the company a direct integration with MasterCard and the ability to issue corporate cards in “over 50 plus local currencies.” The […]
The post 1128: Capital Discipline in a Usage-Based World | Ben Gammell, President & CFO, Brex appeared first on CFO THOUGHT LEADER.
When Damon Lee reflects on his first conversations with C.H. Robinson’s CEO, he recalls how natural the alignment felt. “We spoke the same language. We were finishing each other’s sentences,” Lee tells us. For a finance leader whose ambition had long been to step into the CFO chair, the clarity of vision he encountered at […]
The post 1127: Lean Finance in a Volatile World | Damon Lee, CFO, C.H. Robinson appeared first on CFO THOUGHT LEADER.
When Holly Grey first examined Horizon3.ai, she saw more than a cybersecurity startup. She saw a technology that could change the way companies safeguard themselves. Traditional pen tests, she tells us, are human-driven, vary widely by auditor, and usually happen just once a year. Horizon3.ai, by contrast, “started out as a technology alternative to pen […]
The post 1126: Turning Signals into Strategy in Hypergrowth | Holly Grey, CFO Horizon3.ai appeared first on CFO THOUGHT LEADER.
At 30, Jay Peir stepped into the CFO role at SunPower, a high-efficiency solar cell manufacturer. The appointment came after leading M&A and venture investments at Cypress Semiconductor, where SunPower was the largest portfolio company. “I had my first CFO experience at the age of 30,” Peir tells us, recalling how corporate development responsibilities opened […]
The post 1125: Finance Lessons in the AI Era | Jay Peir, CFO, Pigment appeared first on CFO THOUGHT LEADER.
When Craig Foster talks about artificial intelligence, he begins with scale. Pax8, the enterprise marketplace where he serves as CFO, connects vendors like Microsoft and CrowdStrike with 43,000 managed service providers. Those MSPs, he tells us, serve between 700,000 and 800,000 small and midsize businesses worldwide. Against that backdrop, Foster describes how AI is reshaping […]
The post 1124: Rewiring the Marketplace for the AI Era | Craig Foster, CFO, Pax8 appeared first on CFO THOUGHT LEADER.
The pivot began when Jim Rogers raised his hand. Groupon was shifting from mobile daily deals to a goods business in Europe, and—still early in his career—he volunteered to help lead the finance work. That step, he tells us, bridged his path from technical accounting into FP&A and set a pattern: seek out the build […]
The post 1123: From Accounting Rigor to Strategic Leadership | Jim Rogers, CFO Tempus AI appeared first on CFO THOUGHT LEADER.
Chris Miorin’s path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years […]
The post 1122: Capital Allocation as a CFO’s North Star | Chris Miorin, CFO, apexanalytix appeared first on CFO THOUGHT LEADER.
During what he calls a “terrible soccer game” his son was playing, Ademir Sarcevic picked up a recruiter’s call that would change his career. The game was lopsided, but the timing was fortunate. Within months, Sarcevic was interviewing with Standex International’s leadership team. By 2019, he was CFO of the diversified manufacturer, helping guide a […]
The post 1121: Agility Through Scenario-Driven Finance | Ademir Sarcevic, CFO, Standex International appeared first on CFO THOUGHT LEADER.
In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founder Marc Benioff to Intel’s Andy Grove, Cisco’s John Chambers, and Apple’s Steve Jobs, these finance leaders share the moments when vision collided […]
The post In the Room Where it Happens (Part 2) appeared first on CFO THOUGHT LEADER.
Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a restatement…raised zero,” he tells us. Elevated to CFO, he faced layoffs of two-thirds of staff and operating margins at -40%. Over three years, […]
The post 1120: Navigating Growth, Crisis, and the AI Revolution | Eric Brown, CFO, Cohesity appeared first on CFO THOUGHT LEADER.
In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. CFO Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during […]
The post In the Room Where it Happens (Part 1) appeared first on CFO THOUGHT LEADER.
When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–25-year-old […]
The post 1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra appeared first on CFO THOUGHT LEADER.
Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list of missing elements: no functioning comp plan, no partner ecosystem, and no clear strategy for scaling sales. “Whenever people said they didn’t know how,” Casey recalls, “I […]
The post 1118: Partnering for Growth: Finance Meets Customer-Centricity | Andrew Casey, CFO, Amplitude appeared first on CFO THOUGHT LEADER.
When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the […]
The post 1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk appeared first on CFO THOUGHT LEADER.
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