Podcasts about cfos

This special episode of CFO Thought Leader explores how finance leaders develop not through authority or technical brilliance, but through moments that reveal emotional intelligence. Drawing on recent conversations with Kevin Rubin, Toby Driver, and Bruce Schuman, the episode highlights a consistent pattern: leadership is forged through judgment, empathy, and self-awareness when stakes are high and answers unclear. Structured in two parts, the episode first examines formative moments that reshaped how CFOs think, featuring Shelagh Glaser, John McCauley, and Joe Euteneuer. It then shows how those lessons are applied in practice—through difficult decisions, organizational change, and trust-based leadership under real pressure.

Student privacy is no longer a background issue — it's a front-line leadership challenge.In this episode of School Business Insider, host John Brucato is joined by Amelia Vance, President of the Public Interest Privacy Center, to unpack the rapidly changing student privacy landscape.They explore the patchwork of federal and state privacy laws, recent enforcement actions, growing scrutiny of AI and edtech, and rising parental concerns about data collection and consent. Amelia also shares practical guidance for CFOs and school business officials on managing risk, evaluating technology, and communicating transparently with their communities.This episode offers timely insights for leaders navigating technology decisions in an era of heightened accountability and public trust.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...

In this episode of Next in Media, I sit down with Kiri Masters, host of the Retail Media Breakfast Club podcast, to explore the biggest shifts happening in retail media advertising. We dive into the recent announcement about ads coming to ChatGPT and what that means for brands trying to meet consumers where they are. Kiri shares her perspective on whether AI-powered shopping will truly disrupt the retail media landscape - and why she's optimistic that LLM-based ads could actually be more relevant and less annoying than traditional formats. We also unpack the Walmart-Google partnership and discuss what it signals about the future of conversational commerce.Beyond the AI conversation, we tackle some of the industry's most pressing questions. Will we see consolidation in retail media networks this year? Can shoppable TV finally gain traction? And what happens when offsite retail media faces competition from platforms with their own transactional data? Kiri brings both historical context - including a fascinating story about Piggly Wiggly's self-service revolution - and forward-looking insights about how brands and retailers need to collaborate differently. Whether you're a marketer navigating this space or just curious about where AI and commerce intersect, this conversation offers a clear-eyed look at what's real, what's hype, and what's coming next._______________________________________________Key Highlights 

In this episode, host Sandy Vance sits down with Michael Gao, Chief Executive Officer of Smarter Technology, to explore how artificial intelligence is reshaping revenue cycle operations in healthcare. Together, they dig into Smarter Technology's vision and the practical ways AI can help provider organizations better capture the full value of the care they deliver. Michael shares why the revenue cycle is overdue for improvement, how moving from physical to digital workflows can unlock meaningful gains, and what real-world ROI looks like when AI is applied thoughtfully. In this episode, they also talk about:Smarter Technology's vision for using AI in healthcareWhy the revenue cycle needs modernizationMoving from manual and physical processes to digital workflowsWhat ROI looks like when AI is applied to revenue cycle operationsKeeping human oversight where it matters mostCommon documentation and workflow challenges Smarter Technology helps addressAdvice for CFOs considering AI solutionsA Little About Michael:Mike is CEO of Smarter Technologies. He co-founded SmarterDx after discovering that hospitals were leaving significant revenue and quality opportunities on the table while he was leading AI at New York-Presbyterian. Prior to SmarterDx, Mike was an Assistant Professor of Medicine at Weill Cornell and Medical Director for Transformation for New York-Presbyterian. He completed his BS at the University of California, Los Angeles, his MD at the University of Michigan, and his Internal Medicine Residency and Silverman Fellowship for Healthcare Innovation at NewYork-Presbyterian/Weill Cornell.

Show Notes: Jason Baumgarten is a partner at Spencer Stuart where he is also the global head and CEO of board practice. He assists businesses in all sectors to identify and evaluate CEOs who motivate senior leadership teams to reach their full potential. Additionally, he assists boards with CEO succession planning, director recruitment, and identifying future leaders.  How to Join a For-profit Board Jason talks about the range of roles on a board and the specific roles a board might be looking to fill. He explains that the specificity of board roles varies based on the scale and maturity of the organization, using a real example of a board search he is currently involved in. Jason discusses how sophisticated boards often have specific requirements for board members, such as industry experience, geographic expertise, and specific skill sets. Identifying and Defining Board Roles When asked about the various categories of board roles, such as finance, data analytics, and HR, Jason explains that the most common request is for recently or actively retired CEOs, followed by CFOs with specific finance experience. He  highlights the importance of understanding the nature and type of business the company is in, such as regulated industries, capital-light businesses, or capital-heavy businesses. Board Member Etiquette Jason outlines the main drivers for wanting to be on a board: prestige and the desire to be helpful. He explains the concept of "noses in, fingers out" in governance, emphasizing the importance of board members being helpful but not overly involved. He also discusses the range of compensation for board members, from stipends to significant annual fees, and advises against depending on board compensation as a primary source of income.  He stresses the importance of being willing to fire oneself from a board to provide objective advice to the CEO. The Reality of Joining a Board for Management Consultants Jason advises not to limit aspirations and suggests using a simple litmus test: "if the company wouldn't hire you as a top executive, they probably won't consider you for a board role." He explains the importance of nonprofit boards, both fundraising and operating boards, and how they can provide valuable experience and networking opportunities. Jason discusses the potential for board roles in small private companies, large private companies, and public companies, emphasizing the importance of regional connections and unique experiences. The Role of Executive Search Firms in Board Recruitment Jason explains that search firms are often involved in board searches for public or pre-IPO companies and large private equity firms. He advises building relationships with search firms and being responsive and helpful when they reach out for market intelligence or advisory work. Jason also shares the importance of having a network of firms that work in your industry or location and how advisory work can lead to board opportunities. How Boards Vet Prospective Members The conversation turns to the process of being vetted and evaluated for a board role, including interviews, background checks, and social media history. Jason explains that some  boards generally recruit with a lighter touch than other roles, but private equity and regulated boards may conduct more thorough diligence. He advises candidates to ask about the board's process, including the last board member hired and the steps involved in the recruitment process. He also emphasizes the importance of meeting all board members and ensuring a good fit in terms of personality and interests. The Commitment Reality of Being on the Board Jason talks about the typical time commitment for board members, including meetings, committee calls, and ad hoc time with the CEO. He explains the importance of understanding the size of board decks and the amount of preparation required for each meeting. Jason also advises candidates to be patient and persistent, as the process of getting on a board can take years and is often unpredictable. Identifying Risks to Board Members When asked about the risks involved in accepting a board position and the importance of D&O insurance, Jason recommends consulting with a D&O insurance broker to understand the market and ensure appropriate coverage. He advises candidates to be aware of any litigation or regulatory risks associated with the board and to seek legal advice if necessary. Jason also emphasizes the importance of understanding the board's D&O policy and ensuring that board members are covered appropriately. Final Thoughts and Advice Jason reiterates the importance of understanding the time commitment and potential disruptions that can arise. He advises candidates to be patient and persistent, as the process of getting on a board can take years. Jason shares a story about a former CISO who became a sought-after board member, illustrating the unpredictability of the process and the importance of perseverance. Timestamps: 02:18: Types of Board Roles and Common Requests 05:29: Benefits of Being on a Board  08:08: Levels of Boards and Aspirations  15:24: Search Firms and Board Recruitment Processes  32:38: The Board Recruitment Process 39:41: Time Commitment and Potential Disruptions  42:50: Risk and Insurance Considerations  47:16: Final Thoughts and Advice  Links: Website: getscalar.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-632-jason-baumgarten-how-to-position-yourself-for-board-roles/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.  

Get ready for an insightful and practical conversation on AI in exam prep with special guest Brian Hock, renowned exam prep expert and founder of Hock International. In this episode of Count Me In, Brian sits down with host Adam Larson to talk candidly about how artificial intelligence is shaking up the study process for professional certifications like the CMA and CSCA. Bringing both his straightforward wisdom and a bit of humor, Brian breaks down the dos and don'ts of using AI tools for exam prep. He shares real-world examples of how students can get sidetracked by the endless stream of AI-generated questions and why understanding foundational concepts still matters more than ever. The conversation covers common mistakes, creative ways to use AI effectively, and how human experience and quality materials really make the difference. Whether you're prepping for an upcoming exam or just curious how technology is changing education, this episode is packed with hands-on advice, relatable stories, and clever insights. Tune in for a down-to-earth chat that will help you study smarter, not just harder! ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

Remember Shadow IT? This has long been an issue in big organizations, and in the era of generative AI — with its powerful, easy-to-operate, democratically available tools — the challenges have scaled, as one says in the vernacular. One person who has successfully met these challenges is Eric Pace, Head of AI at Cox Communications, who created an interesting and effective citizen developer program at his organization. He brings news of this to *The Resonance Test* in a conversation with Elaina Shekhter, EPAM's Chief Marketing and Strategy Officer. Shekhter begins by asking about the citizen developer model around the development and deployment of agents in the enterprise. One of the keys to unlocking value in any ecosystem is through adoption,” says Pace. But adoption, in this case, “hinges on one very important thing, and that's AI literacy.” To accomplish this, Pace and his team gave their colleagues hands-on experience with the tools and capabilities that AI provides. They had access, guardrails, guidelines and references to follow. Pace notes that he had two paths: (1) “We could either tell them everything is locked down and you can't do any of it” or (2) tell colleagues, “You can play in this open playground and just follow our rules and do all the things you want to go do.” He chose the second option, and it turns out, his people are “very happy in the playground with the fence around it, that we built for them, because it's got all the tools and toys that they need.” All of which is great… but what does it mean for the business? “All the executives read are these articles about the trillion dollars that's being spent and the zero impact to the bottom line,” says Pace, adding that CFOs are mostly saying, “Stop wasting all our money.” Pace correctly says that there is “no instant gratification” involved here. “The notion that I can ask a very complex question and instantly get a very complex answer sets the perception that I can just go implement at scale enterprise-grade capabilities and get value out of them tomorrow.” Shekhter and Pace agree that this isn't how things work, especially, says Pace, “When you take into account the change management adoption and process curves that you've got to crawl through to see the value come to fruition.” Pace reports the projects his citizen developers have created “have absolute potential to go drive the value that we've prescribed as possible in a very near future.” Listen, and improve *your own organization's* journey. Host: Alison Kotin Engineer: Kyp Pilalas Producer: Ken Gordon

In Episode 310 of The Business Development Podcast, Kelly Kennedy sits down with Anders Liu Lindberg, a global thought leader in business partnering and one of the strongest voices shaping the future of finance today. Anders has built a reputation for turning finance teams into strategic powerhouses, helping CFOs and finance leaders move beyond reporting and compliance into real influence, better decision making, and measurable business impact. This conversation is a masterclass in why finance must evolve, and why the professionals who learn to partner with the business will become indispensable.Anders breaks down what business partnering actually is, why most finance teams struggle to earn a seat at the table, and how influence and communication are now just as critical as technical skill, especially as automation and AI accelerate. You will also hear Anders' philosophy on purpose, fulfillment, and building authority through consistency, the same mindset that helped him grow into one of the most trusted educators in the space. If you want to understand where finance is headed and why Anders is leading that change, this episode delivers.Key Takeaways: 1. Finance earns a seat at the table when it shows up to help leaders win, not to police budgets. 2. Business partnering is when functional experts translate their expertise into insights leaders can understand and use for better decisions. 3. Insights alone are not enough, because if you cannot influence decisions, your impact becomes zero. 4. The fastest way to build trust is to lead with empathy and partnership: “How can I help you meet and beat the budget” changes everything. 5. If finance shows up as the cold messenger of bad news, leaders will avoid them, but if finance shares ownership of outcomes, leaders will pull them closer. 6. AI and automation are shrinking the value of pure number crunching, so finance must get better at people skills like communication, relationship building, and influence. 7. You can teach “numbers people” to become stronger with people by giving them structure, tools, and repeatable frameworks they can practice. 8. Leaders should not just tell finance to “be strategic” and figure it out, they need to invest in training and create a clear path for that transformation. 9. Personal branding is not a hack, it is consistency plus authenticity over time, and your voice cannot be “wrong” when you are sharing real experience and perspective. 10. Passion comes and goes, but purpose creates staying power, and purpose plus passion is where fulfillment and long-term momentum come from. About Anders Liu-Lindberg: Anders Liu-Lindberg is a global thought leader in business partnering and finance transformation, helping finance teams evolve from reporting and control into strategic partners who drive real business outcomes. He runs the Business Partnering Institute, a worldwide hub for training, tools, and community built to raise the influence and impact of finance leaders (https://www.bpidk.org/), and he's also the author of Communicating Financials to Executives, a practical guide for turning numbers into clear, decision driving communication at the executive level (https://www.amazon.ca/Communicating-Financials-Executives-Anders-Liu-Lindberg/dp/1394292600). Connect with Anders directly on LinkedIn here: https://www.linkedin.com/in/andersliulindberg/.2026 Title Sponsor

Recorded live at FMI 2026, Omni Talk Retail hosts Anne Mezzenga and Chris Walton wrap up their conference coverage with Benjamin Bond, SVP, Strategy & Client Success at Simbe, from the Simbe booth. In this final interview of the conference, Ben shares how Simbe thinks about long term strategy while working day to day with retailers to ensure value realization at scale. He explains why shelf intelligence succeeds when entire organizations align around the store associate, and how Simbe's technology helps teams prioritize, act in real time, and run better stores. The conversation goes beyond the robot demo to explore how retailers move from pilot programs to full chain deployments, how CFOs evaluate emerging technology investments, and why shelf data is becoming one of the most foundational datasets in retail. Ben also looks ahead to how Simbe's platform, AI, and computer vision continue to evolve across grocery and other retail verticals. Key Topics Covered - Ben Bond's role spanning strategy and client success at Simbe - Empowering store associates with real time shelf intelligence - Moving from pilot programs to large scale deployments - Building the business case and ROI for retail robotics - Operating models that drive long term retailer success - The future of computer vision, AI, and multimodal platforms - Expanding beyond grocery into additional retail sectors This conversation closes out Omni Talk Retail's live coverage from FMI 2026, recorded at the Simbe booth. #FMI2026 #OmniTalkRetail #Simbe #RetailTechnology #ShelfIntelligence #RetailOperations #StoreExecution #RetailRobotics

Chris Gardner is chief financial officer at Wofford College in Spartanburg, South Carolina. In this episode, Gardner joins our host Melissa Farley to discuss the evolving role of higher education CFOs, building authentic leadership through relationship-focused management, and navigating institutional identity in challenging times. "I want people to hopefully feel like they could approach me, that I could be a partner in whatever situation they were navigating. The CFO or business office can very easily get the reputation of being the office of 'no'," Gardner says, reflecting on the legacy he hopes to leave. "I would much rather be known as the office of 'I'm not sure, but let's try and figure it out.'" Gardner emphasizes the importance of partnership and creative problem-solving in financial leadership. Join us for a conversation with Gardner as he discusses implementing major technology transitions at a small institution, maintaining institutional identity in a changing higher education landscape, and developing the next generation of financial leaders through mentorship and empowerment. Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

In this episode of Run the Numbers, CJ sits down with Ken Stillwell, CFO and COO of Pegasystems, to explore the realities of leading from the second seat. Ken shares hard-earned lessons from guiding Pega through the shift from term licenses to ARR and ACV, including how to rework sales compensation without losing trust or momentum. They discuss the limits of KPI obsession, the importance of directional clarity over false precision, and why private equity often drives sharper execution than public markets—and how to apply that discipline while still playing the long game.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS:Ken on LinkedIn: https://www.linkedin.com/in/ken-stillwell-83a499a/Pegasystems: https://www.pega.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:How Finance Becomes a GTM Partner, Not a Bottleneck | Chris Brubakerhttps://youtu.be/T2YjdoiJtFA—TIMESTAMPS:00:00:00 Preview and Intro00:02:57 Sponsors — Tabs | Abacum | Brex00:07:26 The Strategic Value of Being Number Two00:08:46 Earnings Calls, Messaging, and Real-Time Judgment00:10:41 Using Feedback to Sharpen Executive Communication00:11:38 CFOs as Storytellers & Message Repetition00:12:31 Managing Up: Reading the Room00:13:59 Learning the Hard Way: Misreading Dynamics00:15:18 Confidence, Aggression, and Early CFO Mistakes00:15:58 Sponsors — Metronome | RightRev | Rillet00:19:45 When to Email vs Pick Up the Phone00:22:48 Tailoring Communication to Different Functions00:23:23 Audience-Specific Messaging: “Why Me?”00:25:24 Values vs Behaviors in Leadership00:28:13 Why Big Changes Need Anchoring00:31:14 Moving Pega to the Cloud00:32:43 Rewiring Sales Comp for ARR & ACV00:34:56 Sales Credibility Breakdowns with Customers00:36:20 Economics vs Trust in Sales Teams00:37:48 Balancing Field Feedback with Company Goals00:39:17 De-Emphasizing New Logos to Fix the Sales Model00:41:12 The Danger of Over-Obsessing on KPIs00:42:51 Public vs Private: Incentives and Operating Discipline00:45:57 Why Companies Go Private: Motivation Over Patience00:47:29 The Shrinking Public Markets00:47:57 Private vs Public CFO Mindsets00:49:39 Meeting Investors Where They Are00:50:16 A Risky Decision That Paid Off: Going All-In on the Cloud00:51:29 Long-Ass Lightning Round00:53:24 Ken's Finance Tech Stack & Craziest Expense00:54:39 Credits#RunTheNumbersPodcast #CFOLeadership #ExecutiveCommunication #SalesStrategy #PublicVsPrivate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

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The claim that “95% of AI projects fail” has become one of the most repeated talking points in enterprise AI. But where did it come from, and does it actually hold up?In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike take a detailed, data-driven look at the MIT NANDA report, titled The GenAI Divide: State of AI in Business 2025. They break down how the "95% fail rate" statistic went viral, why it stuck, and why the underlying evidence does not support such a sweeping conclusion.What Ray and Dave cover:Why the NANDA report is often mistaken for a peer-reviewed academic study when it is notHow ambiguous definitions of “failure” turn partial adoption into sensational headlinesData inconsistencies and methodological gaps that undermine the 95% claimThe difference between failed AI initiatives and early-stage pilots or experimentsWhy measuring AI success by the percent of projects is misleading compared to the business value createdThe rise of Shadow AI and employee-driven adoption, and why that may be a feature, not a flawHow the report's conclusions conveniently align with the authors' proposed NANDA architectureThe real issues enterprises face with AI: workflow integration, governance, and change managementThe episode also discusses why personal productivity gains still matter to the P&L, even if they do not appear as a clear line item, and why fear-driven AI narratives can do real damage within organizations.Key takeaway: The NANDA report raises some legitimate concerns about scaling AI from pilot to production, but the infamous “95% of AI projects fail” claim does not survive close inspection. Leaders should read the report skeptically and push back when flawed statistics begin to drive decisions and strategy.Recommended for: CFOs, operators, AI leaders, and anyone tired of scary AI statistics that fall apart under scrutiny.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the AI landscape and how CFOs and finance leaders should approach AI in 2026. Reflecting on the developments of 2025, they explore how AI adoption is progressing at the individual and company levels and discuss the surprises and challenges they've encountered in the AI space.Paul and Glenn discuss how individuals have become far more comfortable using AI tools in their own work, while companies as a whole have moved much more slowly. Topics include ongoing data quality problems, hesitation around governance and security, and why many organizations still struggle to integrate AI into core systems and workflows.In this episode, you will discover:The current state of AI adoption by individuals and companies.Surprising shifts in AI companies like OpenAI and Microsoft in 2025.The growing role of specialized AI models and their potential impact on industries like finance.Predictions for the future of AI in 2026, including advancements in LLMs and robotics.Glenn and Paul discussed the evolving AI landscape and its impact on finance, offering insights into key developments and predictions for 2026. They highlighted the challenges, growth, and opportunities AI presents for finance leaders and businesses.Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:15] - Reflections on AI in 2025[05:07] - Paul's Surprises on AI's Progress[11:05] - OpenAI's Consumer Focus[13:23] - Predictions for Specialized Models[14:51] - AI and Robotics[17:20] - Small vs Large Models[18:28] - Closing Thoughts on AI in Finance

(0:00) Intro(1:45) About the podcast sponsor: The American College of Governance Counsel(2:31) Start of interview(3:04) Jeff's origin story. Began career in investment banking at First Boston before transitioning to a 25-year run as CFO across media companies (King World, Nielsen) and tech (DoubleClick, Oracle).(7:16) Transitioning to Bessemer Venture Partners.(8:40) Focusing on his board career and audit committee member. ValueClick, Priceline (Booking Holdings).(11:06) Growth in Public vs. Private Markets(12:49) The State of European Entrepreneurial Ecosystem(13:41) The Role of BVP CFO Council(15:31) Understanding California and Silicon Valley's Unique Culture(18:44) AI's impact on the CFO role(20:54) Dynamics Between CEOs and CFOs(23:12) CFOs in Startups vs. Public Companies "We've observed that about 5% of the headcount of any co' at any size is in the finance dpt.")(25:25) CFOs as Board Members(27:35) Board decisions on CEO hiring and firing. "The CEO's role is to articulate an effective strategy, to hire a great team, and then to execute that strategy well using that great team." "If over five years the CEO has never changed their mind based on board input, you have the wrong board."(30:36) On effective Board Composition(32:41) Navigating Shareholder Activism, including his experience at Twilio(37:35) The Debate: Stay Private or Go Public. "There are three ownership structures: public companies, PE-owned companies (where PE controls CEO), and founder-controlled private companies" "I think you're going to see quite a few companies stay private forever or for decades."(39:30) Preparing for the Future of Venture Capital (41:13) Optimizing Board Meeting Content. "Effective boards: 2/3 of time on未made decisions. Ineffective boards: show and tell." "Best-run companies: CEO encourages board members to meet with executives outside board meetings."(45:50) Books that have greatly influenced his life:The Snowball: Warren Buffett and the Business of Life by Alice Shroeder (2008)My Early Life by Winston Churchill (1930) How to Talk So Kids Will Listen & Listen So Kids Will Talk by Adele Faber and Elaine Mazlish (1980)(47:07) His mentors (50:50) Quotes that he thinks of often or lives his life by "You want to live your life to have a seamless web of deserved trust" by Charlie Munger(53:15) An unusual habit or an absurd thing that he loves. Reading adventure stories from G.H. Henty(54:01) The living person he most admires: Warren BuffettJeff Epstein is an operating partner of Bessemer Venture Partners where he leads BVP's CFO Council. He is a former CFO of Oracle and currently serves on the boards of Autodesk, AvePoint, Okta, and Twilio (previously at Kaiser Permanente and Booking Holdings). You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

As cross-border activity becomes increasingly common for middle-market companies, international tax considerations are no longer limited to large multinationals. From transfer pricing and tariffs to global tax compliance and planning, businesses expanding overseas face greater complexity and heightened scrutiny from tax authorities worldwide. Understanding where value is created, how intercompany transactions should be priced, and how global tax rules interact is critical for managing risk and supporting sustainable international growth.In this episode, Brooks Nelson, Tax Partner, and Sarah McGregor, Tax Director, are joined by Nelson Yates, Partner and International Tax Leader, to discuss key cross-border tax issues middle-market CFOs and business leaders should have on their radar. They break down transfer pricing fundamentals, explore how tariffs intersect with intercompany pricing, and share practical considerations for companies entering or expanding in foreign markets.Listen to learn more about:02:30 – Transfer pricing basics and why it matters04:10 – How governments view cross-border profit allocation06:27 – Intercompany services, IP, and value drivers10:38 – Marketing intangibles and local market investment11:55 – Practical steps CFOs can take today14:45 – Transfer pricing documentation and penalty protection16:35 – Tariffs and their interaction with transfer pricing20:20 – Global tax planning and compliance implications22:42 – International expansion costs and best practicesRelated Guidance Article: Navigating the International Tax Landscape After 2025 Tax Reform

On this episode of Count Me In, Anne DeTraglia, Chief Auditor at Sabre Corporation, sits down with Adam Larson for an engaging and honest conversation about leadership, career growth, and the art of feedback. Anne opens up about her unique career path, how she found her way into auditing, and what it really means to be a “united leader.” She candidly shares the challenges and lessons learned as she moved up the ranks, highlighting the importance of collaboration and building strong teams at every level. You'll hear practical stories and advice, from embracing feedback (even when it's hard to hear) to finding the balance between authority and vulnerability. Anne discusses real leadership moments, like trusting her managers, letting go of the need to know everything, and even using AI to get creative with coaching. Whether you're leading a team, starting your career, or just want to get better at giving and receiving feedback, this episode is full of relatable, actionable insights and a good dose of humor. Tune in for a refreshing take on what it means to grow and succeed as a leader. BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

In this episode, AJ confronts the quiet contradiction inside many scaling organizations: leaders demand acceleration, while CFOs are told to tighten the purse strings to the point of paralysis. That tension isn't a market problem; it's a problem of alignment. AJ argues that culture doesn't break because numbers are tight; it breaks when incentives reward “me” while leaders preach “we.” He makes a sharp case that the real path to confident, offense-minded CFOs runs through leadership quality, talent placement, and team-first incentives — not another budget gate. If your finance team feels stuck between fear and growth, this conversation is a necessary gut check on what actually needs to change.

In this episode of Run the Numbers, CJ sits down with Chris Brubaker, SVP of Finance at Postscript, who's helped build the finance function from the ground up. Chris shares how he partners with sales through deal desks, sets pricing guardrails, and makes sure finance helps close deals instead of slowing them down. They dig into his hands-on approach to automation using AI with limited engineering resources, how Postscript's metrics evolved as the company scaled, when to trust internal data over benchmarks, and where teams get tripped up. Plus, a private jet accounting story—because of course.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS:Chris on LinkedIn: https://www.linkedin.com/in/wchrisbrubaker/Postscript: https://postscript.io/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://youtu.be/cgHOtvG1CesThe IPO Playbook: Expert Advice from Lee Kirkpatrick, Twilio's Former CFOhttps://youtu.be/PTKAUD7PSWUThe CFO Case for Probabilistic Forecasting With AI | Bruno Annicqhttps://youtu.be/Dl8nDZPJMpE—TIMESTAMPS:00:00:00 Preview and Intro00:02:22 Sponsors — Rillet | Tabs | Abacum00:06:55 Interview Begins00:07:36 First Finance Hire and Early Scale at Postscript00:09:02 Usage-Based Margins, COGS, and the Twilio Parallel00:10:31 Partnering With Sales and Building Deal Desk00:13:16 Pricing Guardrails, Payback, and Deal Economics00:15:35 How Deal Desk Evolves Over Time00:16:01 Sponsors — Brex | Metronome | RightRev00:19:44 Making Finance a Deal-Closing Partner00:20:44 Automating Deal Desk With a Slack Bot00:23:48 How Technical Finance Leaders Need to Be00:25:17 Automating Without Engineering Help00:27:12 Why Human Touch Still Matters in SaaS00:27:53 Postscript's Finance Tech Stack00:28:30 ERP Migration and Month-End Efficiency00:29:42 The Reality of Continuous Close00:30:34 First Real AI Wins in Accounting00:31:18 Experimenting With AI Forecasting00:33:32 Metrics That Matter: Usage as a Leading Indicator00:35:49 How Metrics Evolve as the Company Scales00:37:41 Understanding the Product in a Usage-Based Model00:39:27 Micro-Seasonality and Forecasting Volatility00:42:21 How to Use Benchmarks Without Misusing Them00:43:50 Long-Ass Lightning Round: A Costly Modeling Mistake00:45:45 Advice to a Younger Finance Leader00:47:05 The Private Jet Accounting Story00:49:11 Credits#RunTheNumbersPodcast #FinanceLeadership #DealDesk #UsageBasedSaaS #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

What happens when you outsource your financial understanding just a little too much? In this episode, I'm kicking off an eight-part series on financial mastery for store owners by diving into what I believe is the single most important principle of all: your money, your responsibility. After watching thousands of entrepreneurs succeed—and fail—based on how closely they own their finances, I want to reset how you think about delegation, trust, and accountability. Listen in as I break down where founders most commonly abdicate responsibility, from bookkeepers and CPAs to business partners and CFOs, and how that creates hidden risk. I also share hard-earned lessons from my own mistakes, practical ways to build safeguards without becoming a micromanager, and a simple framework to help you assess whether you're truly in control of your financial life and business. You can find show notes and more information by clicking here: https://bit.ly/3Ngbsce Interested in our Private Community for 7-Figure Store Owners?  Learn more here.   Want to hear about new episodes and eCommerce news round-ups?  Subscribe via email.

In this episode, I talk with CJ Gustafson, the former CFO behind Mostly Metrics. CJ didn't come from journalism or media. He came from operating. He started writing to document the playbooks he'd built as a finance executive. That side project turned into a $3 million business with no full-time employees, built around a narrow, high-value audience of CFOs.We talk about why subscriptions are a useful base but not where the money is in B2B, how sponsorships actually work when sales cycles are long and considered, and why CJ has deliberately avoided becoming an events company. Mostly Metrics is now largely sponsorship-driven, sold out well into the future, and optimized for cash flow and leverage.

Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® Guest: Mike Draper, Partner at CFO SystemsIf you're a business owner generating $2 million to $15+ million in annual revenue, one of your biggest risks may not be sales, competition, or employees — it may be your financial blind spot.In this episode of The Weekly Wealth Podcast, David Chudyk sits down with Mike Draper, Partner at CFO Systems, to explain how a fractional CFO helps business owners improve cash flow, make better strategic decisions, and prepare their company for long-term growth or a future sale.

Defining ARR is getting harder—not easier—as SaaS, AI, usage-based pricing, and hybrid business models evolve. In episode #345 of SaaS Metrics School, Ben Murray breaks down the five critical questions every ARR definition must answer to hold up with Boards, investors, and during due diligence. Drawing on extensive research into how public tech companies disclose ARR in press releases and SEC filings, Ben explains why ARR is not “dead” but why vague or inconsistent ARR definitions undermine credibility, comparability, and company valuation. This episode provides a practical framework to help SaaS leaders, CFOs, and founders clearly define ARR in a way that supports accurate metrics, financial modeling, and investor trust. Resources Mentioned Blog post on ARR definitions and disclosure best practices: https://www.thesaascfo.com/cfos-guide-to-disclosing-headline-arr-numbers/ Ben's SaaS Metrics training: https://www.thesaasacademy.com/the-saas-metrics-foundation You'll Learn The five questions every ARR definition must answer to be investor-ready Which revenue types belong in ARR—and which should be excluded The difference between revenue-based, contract-based, and hybrid ARR calculations How public SaaS and AI companies annualize subscription and usage-based revenue Common approaches for handling variable, consumption, and usage revenue in ARR Why vague ARR definitions create confusion in fundraising and due diligence Why It Matters Clear ARR definitions improve credibility with investors and business leaders Poorly defined ARR can negatively impact company valuation Consistent ARR logic enables better KPI tracking and benchmarking Transparent ARR disclosures reduce friction during fundraising and M&A Accurate ARR supports stronger financial strategy and forecasting Well-defined revenue categories improve accounting and financial systems

Parable is building an end-to-end intelligence platform that quantifies how organizations spend their collective time—the foundation for measuring real AI impact. With a thousand data connectors ingesting activity and log data across the enterprise software stack, Parable constructs proprietary knowledge graphs that size opportunities and measure outcomes in hard dollars, not adoption metrics. In this episode of BUILDERS, I sat down with Adam Schwartz, Co-Founder & CEO of Parable, to explore why 95% of CFOs see no AI ROI, how his decade running profitable businesses under resource constraints shaped his focus on inputs over outcomes, and why 2026 requires moving AI from CapEx experimentation to measured OpEx. Topics Discussed: Why the 95% CFO stat on AI ROI matters as an arbiter of truth, despite backlash Building knowledge graphs from activity data to quantify collective time allocation across hundreds of people The fundamental problem: enterprises lack quantitative frameworks for operational efficiency pre-AI Running parallel ICP experiments to achieve sales-market fit before product-market fit Why Parable has never lost a POC once leaders see quantitative baselines Market dynamics creating false signals—unprecedented curiosity without buying intent The demarcation between companies treating AI as product work versus those waiting for vendor solutions Why AI transformation demands century-old management structures to be questioned GTM Lessons For B2B Founders: Engineer disqualification in momentum markets: Market-wide AI enthusiasm creates pipeline illusion. Prospects will engage indefinitely for education without purchase intent. Adam's framework: "How do we get people to say no to us and not drag us along... They want to keep talking because they want to learn and they want to know what's going on and they are genuinely interested." In enterprise sales during category shifts, build explicit qualification gates that force prospects to reveal resource commitment or disqualify. Extended evaluation cycles feel like traction but destroy unit economics. Use go-to-market as ICP discovery mechanism: Adam intentionally pursued multiple customer segments simultaneously—different company sizes and AI maturity stages—to let data reveal fit rather than rely on hypothesis. His memo to the team: "We're going to go after these three, you know, many different sizes of companies in order for us to decide like, who we like best." The key insight: get to problem-market fit and sales-market fit validation before optimizing product-market fit. This inverts conventional wisdom but works when TAM is massive and the bottleneck is identifying who feels pain acutely enough to buy now. Qualify on organizational structure, not verbal commitment: Every enterprise claims AI is strategic. Adam's hard filter: "Who in the organization is responsible for AI transformation? And if you don't have a one person answer to that question, you're not serious." Serious buyers have a named owner reporting to C-suite with dedicated budget and team. Buying Gemini, Glean, or other point solutions isn't a seriousness KPI—it's often passive consumption of AI as a byproduct of existing software relationships. Look for companies doing five-year work-backs on industry transformation and cascading effects on their operating model. Target post-experimentation, pre-scale buyers: Adam discovered the sweet spot isn't companies beginning their AI journey—it's those who've deployed initial programs and now need to prove value. "The market of people that have started to build AI into their operating model or into their strategy in like a coherent way, there's a team, there's an owner, there's budget... those are the people that we really want to be talking to." These buyers understand the problem viscerally because they're living it. They do product work daily—talking to stakeholders, generating use cases, building briefs, triaging roadmaps. They need your solution to professionalize what they're already attempting manually. Build measurement into your category narrative: The AI tooling market has over-indexed on soft efficiency claims that won't survive renewal cycles. Adam's warning: "There is too much hand waving around soft efficiency gains... you're going to have to renew and you need NRR and I don't think it's going to be that usage of the tool internally by employees and adoption is going to be enough." The last decade over-rotated to "everything drives revenue" due to VC pressure. This decade requires precision: does your product save time, reduce headcount needs, or accelerate revenue? Quantify it. Partner with measurement platforms if needed. Adam's insight on Calendly is instructive—it clearly saves time, but most buyers can't quantify how much, which weakens renewal economics. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

In this episode of Run the Numbers, CJ sits down with Bruno Annicq, CFO of Wellhub (formerly Gympass), to unpack a practical finance playbook built around cash discipline, sustainable growth, and simplicity. Bruno explains how he rebuilt forecasting using an AI-driven, probabilistic ensemble model, moving teams beyond single-scenario planning. They also dig into his EMPOWER planning framework, usable OKRs, and why tighter alignment between finance, HR, and wellbeing is becoming a durable lever for long-term performance.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Bruno on LinkedIn: https://www.linkedin.com/in/bannicq/Wellhub: https://wellhub.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Run Toward a Tough Market” — Developing the Hard and Soft Skills To Be a Great Finance Leaderhttps://youtu.be/iNHbkcG7YEo—TIMESTAMPS:00:00:00 Preview and Intro00:02:19 Sponsors — RightRev, Rillet, Tabs00:06:43 Accidental CFO Origin Story00:07:34 Consulting to Operations Pivot00:08:12 Why Finance Clicked for Bruno00:09:28 McKinsey Prioritization in Real World00:10:02 Eisenhower Matrix and Prioritization00:11:08 Investing in Non-Urgent Work00:13:30 Lessons From AOL Reinvention00:16:10 Sponsors — Abacum, Brex, Metronome00:20:01 Career Growth Through Hard Problems00:20:52 Broadening Skills Through Change00:23:12 Five Core Finance Principles00:24:02 Cash Is King00:25:14 Driving Sustainable Growth00:26:01 No Surprises and Forecasting00:26:07 Finance as Business Enabler00:27:22 Less Is More Philosophy00:28:47 Hardest Principle: Less Is More00:29:46 Deterministic vs Probabilistic Forecasting00:31:11 Marketplace Volatility and Forecast Error00:32:10 Ensemble Models Explained00:33:37 Forecast Accuracy Gains00:34:53 Building Models In-House00:36:46 Why Explainability Matters00:37:48 Empower Framework Introduction00:47:47 Urgency, Compounding, Long-Term Thinking00:48:10 Advice to Younger Self00:50:06 Finance Stack and Expense Stories00:52:51 Credits#RunTheNumbersPodcast #CFO #FinanceLeadership #Forecasting #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Treat parental leave like the business continuity issue that it is: This is the mindset of Tiffany Stevenson, Chief People Officer at The RealReal and formerly WeightWatchers, who is also a new member of Parentaly's CHRO Advisory Board. Tune in to hear what she sees companies get wrong about parental leave, why she thinks it's a solvable challenge, and how CFOs, ERGs and people leaders can play a more strategic role in getting it right.Connect with us on LinkedIn: Parentaly | Allison Whalen | Jenna VassalloLearn more about our parental leave programs: How We Help | Contact UsKeep in touch with Parentaly: Podcast newsletter | Monthly newsletter

On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delving into how AI and hybrid work might affect accounting this year and beyond. "Now we're going to be talking about managing AI agents in finance and accounting," Tom Hood, CPA/CITP, CGMA, said. "That's going to be a whole different world, and it's going to be exponential in what we can do with it." Hood, the AICPA's executive vice president–Business Engagement and Growth, also explained why CFOs are cautiously optimistic about growth and how the Rise2040 project is helping the profession prepare for long-term change. What you'll learn from this episode: How AI is shifting from simple productivity tools to powerful finance agents — and what that means for accounting professionals. Practical strategies for making hybrid work more effective, including purposeful in-office collaboration. Why CFOs and finance leaders are cautiously optimistic about growth in 2026 despite economic uncertainty. How anticipatory thinking and hard-trend analysis can help accountants prepare for long-term change and disruption. Why trust and integrity remain core accounting values.

In this episode, Tim Koller, co-author of Valuation and a leading authority on corporate finance, offers a substantive examination of capital allocation decisions under real-world constraints. The discussion moves beyond theory to explore how CEOs and CFOs should approach resource deployment in mature, capital-rich companies—where investment opportunities are limited not due to lack of ambition but due to economic reality. Key insights include: - Share Buybacks as Rational Policy: Many firms undertaking significant buybacks—particularly in tech, life sciences, and consumer products—do so because they generate more cash than they can reinvest profitably. Koller argues that, in such cases, returning excess capital to shareholders is not a sign of strategic failure but of disciplined decision-making. - The Fallacy of Diversification Without Advantage: Koller highlights repeated failures by capital-rich companies that expand into unrelated sectors to deploy cash, citing historical missteps in energy, utilities, and industrials. He emphasizes the need to assess whether the firm has a genuine competitive advantage before moving beyond its core business. - Granular Leadership in Resource Allocation: Effective CEOs are directly engaged with capital allocation at the business-unit level. Delegating such decisions without maintaining enterprise-wide oversight often leads to underinvestment in high-return growth areas and misaligned incentives at the divisional level. - The Perils of Uniform Cost-Cutting Mandates: Broad directives to improve margins often result in cuts to product development and customer experience—leading to long-term degradation despite short-term financial gains. Koller stresses the importance of distinguishing between cost efficiencies that enhance value and those that erode it. - Timing and Judgment in Capital Deployment: In cyclical, capital-intensive sectors such as chemicals and energy, building capacity in sync with competitors can destroy value. Koller calls for contrarian timing, grounded in independent analysis, even when boards and markets are predisposed to follow the cycle. Additional themes include the underuse of postmortems in capital projects, the misalignment between project planners and operators, and the distinction between executional and experimental failure. Throughout, Koller reiterates that sound capital allocation depends not only on financial modeling, but also on institutional learning, leadership judgment, and clarity of strategic intent. This conversation offers practical, senior-level guidance for executives, board members, and investors who must navigate capital planning amid structural constraints, investor pressures, and organizational complexity.   Get Tim's book here: https://shorturl.at/nk7Z9 Valuation: Measuring and Managing the Value of Companies   Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

Brand vs Demand: Why B2B Marketing Is Stuck in a Measurement TrapIn this episode of The Metrics Brothers, Dave "CAC" Kellogg and Ray "Growth" Rike tackle one of the most persistent and controversial questions in B2B marketing: Brand vs. Demand.The discussion is grounded in new data from the 2026 B2B Brand vs Demand Benchmark Report. While most marketing teams say they believe brand and demand are complementary, the numbers tell a more complicated story.Today's reality?Marketing budgets are still heavily skewed toward short-term demand generation, with roughly 70% of spend allocated to demand and only ~25% to brand. Yet when asked how they want to invest, marketing leaders overwhelmingly say they'd prefer a much more balanced future, closer to 50% demand and 40% brand.So why the disconnect?Ray and Dave dig into the root cause: measurement.Demand generation is tied to metrics CFOs understand like pipeline dollars, opportunities, and ARR. Brand, on the other hand, is still largely measured using proxy metrics like website traffic and awareness, leaving many executives unable to confidently link brand investments to revenue outcomes. Only 28% of companies say they can directly tie brand activity to pipeline, and when budgets are cut, brand is sacrificed five times more often than demand.The episode also explores:Why performance marketing struggles are pushing CMOs back toward brandThe growing inefficiency of demand spend aimed at “future buyers”How much of the “demand” budget is effectively unmeasured brand spendThe dangerous gap between belief in brand and proof of impactWhy AEO, AI search, and LLM visibility will make brand ROI even harder and more urgent to measureRay and Dave don't just highlight the findings, they discuss the reality of Chief Marketing Officers making the Brand vs Demand budget allocation trade-offs.One key takeaway? Until brand investments can be credibly connected to pipeline efficiency, win rates, and ARR, it will remain more a faith-based investment instead of a financial one the CFOs understand.If you're a CMO trying to defend brand spend, or a CFO trying to understand where marketing dollars truly drive growth, this episode is required listening.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2025 was a pivotal year for finance. In this episode, we review OneStream Software's biggest 2025 advancements, from AI-driven analytics and ESG reporting to Modern Financial Close and Version 9 enhancements. We also unpack what OneStream's $6.4B acquisition means for AI innovation and long-term strategy, and why these changes matter for CFOs seeking speed, insight, and predictability in a rapidly evolving finance landscape.

In this first episode of Future Finance for 2026, hosts Paul Barnhurst and Glenn Hopper take time to reflect on how AI actually showed up in finance over the past year, and what that means going forward. Without a guest, the conversation focuses on real experiences, observations, and lessons from working directly with finance teams, CFOs, and operators who are navigating AI adoption day to day.Paul and Glenn discuss how individuals have become far more comfortable using AI tools in their own work, while companies as a whole have moved much more slowly. Topics include ongoing data quality problems, hesitation around governance and security, and why many organizations still struggle to integrate AI into core systems and workflows. They also share their thoughts on notable developments from 2025, including OpenAI's shift toward consumer use, Microsoft Copilot's mixed results, Google Gemini's rapid improvement, and Nvidia's continued growth.In this episode, you will discover:How AI adoption differs between individuals and organizationsWhy poor data quality still limits many finance teamsWhat recent changes from OpenAI, Microsoft, Google, and Nvidia suggestWhere Microsoft Copilot works well today and where it falls shortWhy automation and basic app-building are becoming more importantPaul and Glenn share concrete examples from Excel, Outlook, reporting, and close processes. They also emphasize that banning AI use is no longer realistic and that clear guidelines matter more than strict restrictions.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:47] – How Individuals vs. Companies Used AI in 2025[06:12] – OpenAI, Monetization, and Market Signals[09:27] – Google Gemini's Turnaround[15:56] – Big Models vs. Specialized Tools[21:21] – Consumer AI and Platform Control[26:26] – Real Copilot Use Cases in Excel[35:28] – What Finance Professionals Should Focus on in 2026[39:31] – What Finance Leaders Need to Do Now[41:45] – Automation, Vibe Coding, and What's Next[43:07] – Final Thoughts and Closing

What if the most important people in a company are the ones no one talks about? They're the builders behind the scenes. The operators who organize chaos, fix what's broken, and quietly turn vision into reality. Scaling isn't glamorous — but it's essential. In this episode, we explore what it really takes to grow companies fast and smart, and how AI is accelerating the shift toward adaptable, cross-functional leadership. Casey Woo is a public market investor turned high-growth technology COO and CFO with more than two decades of experience helping companies scale. He's served as a six-time CFO and two-time COO across software, hardware, marketplaces, and eCommerce. He's also the founder and CEO of The Operators Guild, a global community of over 1,000 top operators, as well as FOG Ventures and Guild Talent — all built to support the people who actually make companies run. In this conversation, Casey breaks down what it means to be a "scaler," how AI is reshaping the value of specialization, and why operators are the backbone of every high-growth company. From Investor to Operator Casey shares his journey from Wall Street to Silicon Valley and why leaving a prestigious investing career was both terrifying and freeing. The money and status were there, but fulfillment wasn't. That realization pulled him into early-stage tech, where he discovered his true passion: building companies from the inside out. As an operator, Casey learned that scaling isn't about titles — it's about solving problems. Finance, operations, strategy, leadership — whatever the company needs, the role stays the same. That mindset eventually led to the creation of The Operators Guild, which began as a small breakfast group for overlooked CFOs and COOs and grew organically into a global community. Why AI Rewards the Elite Generalist Casey offers a practical take on AI — not as a threat, but as leverage for the right leaders. As AI replaces narrow, repetitive specialist tasks, the advantage shifts to people who can think horizontally, connect ideas, and move across functions with ease. Early-stage founders and operators are uniquely positioned to thrive in this environment, using AI as a team of "semi-specialists" to move faster and build smarter. Rather than abandoning your strengths, Casey encourages leaning into them — and using AI to amplify what you already do best. This is the rise of the modern business artist. Enjoy this episode with Casey Woo… Soundbytes 13:42-13:55 "Scalers are highly creative. They are generally impatient. They love the intellectual stimulation of organizing chaos, solving problems. So they run towards problems." 19:26 – 19:44 "AI literally is intelligence, right? Artificial intelligence. Right. So it's starting to be like a human and specifically, the easiest thing for it to start is anything specialized. Because anything specialized is homogenous." Quotes "Scaling is actually very nuanced. It's not just, 'Oh, finance needs a CFO.' No — you don't need a CFO at Series A." "Scalers are highly creative. They are generally impatient." "AI is moving the world away from hardcore specialists." "I could go to a corporate job, but my soul would die." Links mentioned in this episode From Our Guest Website: https://operators-guild.com/ FOG Ventures: https://fog.ventures/ Connect with Casey Woo on LinkedIn: https://www.linkedin.com/in/caseywoo Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website? Contact us here: https://thebrandid.com/contact-form/

The role of the school CFO is changing — and compliance alone is no longer enough.In this episode of School Business Insider, host John Brucato is joined by Ahnaf Tahmid, CFO of South Bend Community School Corporation, to explore how school finance leaders can move beyond compliance to become true strategic partners.Drawing from his School Business Now article, “The Strategic CFO: Moving Beyond Compliance to Build Capacity,” Ahnaf shares insights on financial leadership, organizational capacity building, and the skills CFOs need to support long-term district success.This conversation is a must-listen for CFOs, SBOs, and aspiring leaders who want to elevate their impact and lead with purpose.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...

In this eye-opening episode of Count Me In, host Adam Larson sits down with fraud expert Rich Brody for a candid conversation about white collar and red collar crimes—no jargon, just real talk. Rich breaks down what actually counts as white collar crime, why society often overlooks its victims, and what happens when these crimes turn violent. From legendary cases like Madoff and Murdoch to the surprising ways technology has changed the game, this episode covers the impact of fraud in today's world. Plus, Rich shares practical tips for protecting yourself and your organization. If you're curious about the under-the-radar crimes that really shake up people's lives, this episode is a must-listen. BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

In this episode of Run the Numbers, CJ sits down with Jason Kong, General Partner at Base10 Ventures, to unpack the firm's focus on “automation for the real economy” — software built for industries most tech investors overlook, but the world depends on. Jason breaks down what makes Series B investing uniquely hard, how he evaluates back-office and vertical SaaS opportunities, and where markets tip from niche to overcrowded. They also discuss Base10's decision to donate 50% of profits to fund scholarships, plus a lightning round spanning fantasy football, shorting SaaS in 2022, and a venture take that might spark debate.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics—LINKS:Jason on LinkedIn: https://www.linkedin.com/in/jasonykong/Base10 Partners: https://base10.vc/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Scaling to $1B+ Revenue: From ServiceNow to Samsara | Dominic Phillipshttps://youtu.be/vBY6WZBMljw—TIMESTAMPS:00:00:00 Preview and Intro00:02:20 Sponsors — Metronome, RightRev, Rillet00:06:02 Base10 Background00:06:41 Automation for the Real Economy00:09:27 Vertical vs. Horizontal Software00:10:38 Cash Flow and Durability00:11:19 Product-Market Fit and ROI00:12:56 Growth Limits Selling to Tech00:13:19 The Size of the Real Economy00:14:16 Sponsors — Tabs, Abacum, Brex00:18:50 Base10's Giving Model00:20:30 Access, Education, and Tech00:21:53 Purpose and Founder Alignment00:22:51 Radical Transparency00:23:56 Portfolio Focus and Strategy00:24:05 Investing Ahead of Consensus00:26:29 ERP Adjacency as Alpha00:28:58 Lessons From Hedge Funds00:32:29 Public Markets Reality00:34:05 Public vs. Private Investing00:34:48 The Series B Sweet Spot00:36:49 A Bifurcated Series B Market00:38:56 Fast Series Bs and 2021 Vibes00:42:16 What Series B Looks Like Now00:44:36 Back Office Automation00:46:02 ERP-Centric Workflows00:48:33 Long-Ass Lightning Round00:49:36 Shorting SaaS in 202200:50:16 Fantasy Football and Investing00:52:57 Career Advice That Surprises00:55:03 A Contrarian Venture Take00:56:22 Credits#RunTheNumbersPodcast #SeriesB #RealEconomy #VerticalSaaS #BackOfficeAutomation This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this Barber's Brief, V and Marc cover the biggest marketing and platform stories from the last couple of weeks—plus introduce a new segment.First up, they unpack why marketers should stop trying to re-label marketing as CapEx, and why misusing finance terms (like ROI) can damage credibility with CFOs. Then they move into search and AI: Google's Danny Sullivan warns publishers not to restructure content into “bite-sized chunks” just to appease AI search—because what works today may not work tomorrow.Next, they revisit Paul Feldwick's classic “message myth” argument: advertising isn't just a rational “message delivery” machine—it's showmanship, emotion, and association-building that shapes preference and memory. Finally, they break down the strategic implications of the Google + Walmart partnership and what it signals about the future of retail discovery, closed-loop measurement, and platform power consolidation.Ad of the Week: Miller Lite starring Christopher Walken, a “masterclass in showing up without shouting,” built around a simple cultural truth: people aren't showing up like they used to—and maybe we should.To close, they preview The Sharp Cut: an upcoming POV episode on one-to-one marketing, mass personalization, and whether the promise is real or overhyped.Listen, share, and stay sharp, everyone!Key TakewaysStop calling marketing “CapEx” to sound finance-savvy. If you misuse accounting language (ROI, CapEx/OpEx), you lose credibility fast—especially with CFOs.Marketing doesn't cleanly fit CapEx logic. Brand value is uncertain, often maintenance-based, and hard to capitalize like a tangible asset.Better move: push for practical governance: separate marketing line items on the P&L, and treat “foundational” work (e.g., rebrand) more like development/R&D where appropriate.Google's warning on AI-era SEO: don't rebuild your site into short “LLM-friendly chunks” just because it may perform temporarily—optimize for humans, not the machine.The “Message Myth” still matters: effective advertising is often less about what it says and more about what it does—creating emotional associations and mental availability.Digital vs. analog communication: boards tend to prefer “digital” (logic, claims, propositions), but “analog” (music, mood, emotion, showmanship) is what drives preference.Google + Walmart = retail discovery power shift. Expect more closed-loop, AI-driven commerce experiences where media, merchandising, and checkout blur together.Ad of the Week insight: sometimes the strongest creative move is restraint—Walken's presence sells “showing up” as a cultural reset, not a hard sell.Chapters00:00 Introduction and Marketing Moments01:14 The Language of Marketing and Finance07:47 Content Strategy in the Age of AI12:51 The Message Myth in Advertising18:57 Google and Walmart's Retail Partnership25:19 Ad of the Week: Miller Lite's Campaign27:43 Upcoming Changes in the PodcastLinks:Marketing is Not CapEx—Stop Saying It Is - https://www.marketingweek.com/marketing-not-capex-ridicule-finance/Google doesn't want you to create bite-sized chunks of your content -...

Eddie Reynolds, CEO of UnionSquare Consulting, opens up about the often-fraught relationship between CFOs and CROs. Eddie shares insights from his unique journey—from banking and private equity to being an account executive at Salesforce which forecast within 5% accuracy despite 30%+ growth. The conversation tackles the critical disconnect between finance and go-to-market teams: Why do CFOs struggle to trust CRM pipelines? What breaks when companies hit $50-100M in revenue?  In this episode: How Salesforce was able to forecast with 5% accuracy, The role of FP&A and CROs in go to market strategy and efficiency The issues with LTV to CAC ratio in SaaS  Biggest challenges of the CFO/CRO relationship Bottoms up annual planning working with finance 

114 The Rule of 3 & 10 for Business Growth with Robert Cinapri   The Entreprenudist Podcast  https://entreprenudist.com Are you ready to scale your business profitably and become truly "sale-ready"?  In this video, Robert Cinapri, President of CFO Collective Inc., shares his expertise on Hiroshi Mikitani's 'Rule of 3 and 10' a simple but powerful framework every business owner should know. Robert also explains why he wrote a children's book for business owners  yes, you heard that right! to make complex business concepts easy to understand. Whether you're preparing your business for sale, looking to grow strategically, or want actionable financial guidance, this video is packed with insights you can implement immediately. ------------------------- About Robert Robert Cinapri, CPA, MBA, is the President and Founder of CFO Collective—a boutique fractional CFO firm dedicated to helping owner-operators scale profitably and build sale-ready businesses. With over 25 years of experience spanning startups, global enterprises and executive finance leadership, Rob brings a unique blend of strategic insight, operational excellence and real-world execution to every engagement. Drawing on a career that includes senior roles in technology, aerospace, and a decade as a professor of finance, Rob built CFO Collective to deliver high-impact financial leadership without unnecessary overhead. Backed by a hand-picked team of seasoned CFOs and the firm's proven "CFO Collective Way," Rob partners with entrepreneurs to strengthen financial clarity, drive smarter decision-making, accelerate growth, and maximize long-term enterprise value. ---------------  About the Host: Randolph Love III is the Founder and CEO of ShieldWolf Strongholds, where he helps Franchisors, CPAs, Attorneys, Doctors, Realtors, Contractors, and other Business Owners, Entrepreneurs, Home Owners, and Retirees, secure lasting financial legacies.    He is also a trusted franchise consultant, author of the book The Miracle Money Vehicle: How To Make Money Make Babies, and host of The Liquidity Event, a premier gathering on business growth, financial independence, and legacy planning.    As host of The Entreprenudist Podcast, ranked in the Top 10% worldwide by ListenNotes.com, Randolph shares bold, practical insights that challenge traditional thinking. A sought-after speaker, his dynamic style empowers audiences to reduce taxes legally, grow wealth strategically, and take control of their financial destiny.   Additionally, he is also the publisher of The Liquidity Journal, a dynamic publication for business owners, entrepreneurs, executives, retirees, and investors. Focused on leadership, strategy, systems, and motivation, it delivers actionable insights that empower readers to grow, lead, and innovate in today's business world

In this episode,Caswell Samms III, Executive Vice President and CFO of Nemours Children's Health, discusses financial priorities for 2026, including purposeful growth, Medicaid reimbursement pressures, and strategic investments in maternal care and virtual health. He also shares how CFOs must lead with agility, clinical insight, and mission focus in an uncertain healthcare landscape.

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates aren't getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: https://x.com/htaneja Follow Bob Sternfels: https://www.linkedin.com/in/bob-sternfels Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

In this episode of Run the Numbers, CJ sits down with Dominic Phillips, CFO of Samsara, to unpack what it takes to scale a capital-intensive SaaS business from startup to public company in under a decade. Dominic reflects on his six-plus years at Samsara through hypergrowth, COVID disruption, supply chain constraints, a down-round survival raise, and an IPO at the very end of the 2021 tech window. Drawing on his earlier career at ServiceNow under Mike Scarpelli, he shares how experience across FP&A, IR, corp dev, and treasury shaped his approach to capital allocation, investor education, and analyst management. The conversation dives into asset-based pricing, selling into non-discretionary operations budgets, balancing hardware and software economics, and building credibility with a broad analyst base while scaling past $1B in ARR.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS:Dominic on LinkedIn: https://www.linkedin.com/in/dominicphillips/Company: https://www.samsara.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & Growthhttps://youtu.be/VRpTNDIfzPYFrom SMB to Enterprise: The CFO Scaling Playbook With Andrew Casey | Mostly Classicshttps://youtu.be/kMuJ6gAuEpgDriving revenue without selling | Greg Henry of 1Passwordhttps://youtu.be/f5FsNoG8A3E—TIMESTAMPS:00:00:00 Preview & Intro00:02:40 Sponsors — Brex | Metronome | RightRev00:06:18 Interview Begins00:06:46 Dominic's Early Career00:08:47 From ServiceNow to CFO00:09:47 Joining Samsara00:10:54 COVID, Burn, and a Down Round00:12:40 IPO Messaging and Investor Education00:15:50 Sponsors — Rillet | Tabs | Abacum00:20:27 Hardware + Software Story00:21:29 What Samsara Does00:22:30 Data, AI, and ROI00:23:23 Horizontal Platform and Verticals00:24:27 Growth Drivers at Scale00:26:09 Selling Into Operations00:28:19 Change Management in Legacy Orgs00:29:46 Non-Discretionary Budgets00:33:02 Storytelling Lessons from Scarpelli00:36:14 Managing Analysts00:39:23 Earnings Timing Strategy00:41:06 Metrics and Investor Trust00:42:38 Investor Communication Channels00:44:22 Investor Days and Long-Term Vision00:45:37 Annual Planning Maturity00:48:24 Forecast Accuracy and Cadence00:49:28 The 1000-Day Strategy00:50:40 Top-Line and Margin Targets00:51:59 Capital Allocation by Function00:54:46 Becoming a CFO00:58:21 Lightning Round and a CFO Mistake01:02:41 End Credits#RunTheNumbersPodcast #CFO #ScalingCompanies #B2BSaaS #PublicMarkets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Capital allocation is what makes or breaks a company's transformation, and every CFO must know how to deal with this flawlessly. Rachita Sundar, CFO of the cloud-based experience management platform Qualtrics, discusses how financial leaders should continuously evolve in this area to keep up with the rapid market changes. She joins Jack McCullough to explain how to use technology and data analysis to gain a competitive advantage, as well as her philosophies when it comes to talent recruitment and culture building. Rachita also opens up about her commitment to women's causes and how she takes care of the five most important things in her life.

Pick the headline that best describes the story:VenezuelaTrump's Hint to Oil Executives Weeks Before Maduro Ouster: ‘Get Ready'Maduro overthrow could help these U.S. oil companies recover assets seized by VenezuelaTrump makes it clear shocking Venezuelan regime change is largely about oil: ‘They stole our oil … We're going to make a lot of money'US oil giants mum after Trump says they'll spend billions in VenezuelaUS oil companies gain after capture of Venezuela's MaduroA group of about 20 US investors is already planning a trip to Venezuela in MarchMaduro falls, Bitcoin rises: The 1,671% surge that hit before Wall Street woke upAI-generated content spreads after Maduro's removal — blurring fact and fictionElonElon Musk's X faces probes in Europe, India, Malaysia after Grok generated explicit images of women and childrenElon Musk's X faces regulatory probes in Europe, India and Malaysia after its Grok chatbot began generating deepfake explicit images, some depicting child sex abuse.Elon Musk After His Grok AI Did Disgusting Things to Literal Children: “Way Funnier” Elon Musk's Grok AI faces government backlash after it was used to create sexualized images of women and minorsMusk's xAI faces backlash after Grok generates sexualized images of children on XWoman felt 'dehumanised' after Musk's Grok AI used to digitally remove her clothesElon Musk plans 'high-volume production' of Neuralink brain chips and says he wants to automate the surgical procedureTesla Loses EV Crown to BYD After Second Annual Sales DropAIChildrenTech Giants Pushing AI Into Schools Is a Huge, Ethically Bankrupt Experiment on Innocent Children That Will Likely End in DisasterChildren Falling Apart as They Become Addicted to AIOpenAI's child exploitation reports increased sharply this yearPsychosisDoctors Say AI Use Is Almost Certainly Linked to Developing PsychosisWoman Suffers AI Psychosis After Obsessively Generating AI Images of HerselfMan Describes How ChatGPT Led Him Straight Into PsychosisAI Godfather Warns That It's Starting to Show Signs of Self-PreservationDisturbing Messages Show ChatGPT Encouraging a Murder, Lawsuit AllegesOpenAI Reportedly Planning to Make ChatGPT “Prioritize” Advertisers in ConversationBillionairesThe world's richest people just had their best year yetAI boom adds more than half a trillion dollars to wealth of US tech barons in 2025There are more self-made billionaires under 30 than ever before—11 of them have made the ultra-wealthy club in the last 3 months thanks to AIJamie Dimon made $770 million last year. 2026 could be even better for banksEasing rules and a rebound in dealmaking are reshaping the landscape for U.S. banks, with bigger profits likely aheadThreat of California Billionaire Tax Draws Criticism From UltrawealthyBill Ackman slams California wealth tax as ‘expropriation' of private propertyBill Ackman Blasts Ro Khanna For Defending Billionaire Tax: 'Lost His Way'Peter Thiel and Larry Page are preparing to flee California in case the state passes a billionaire wealth tax, report saysTech billionaires threaten to flee California over proposed 5% wealth taxBari Weiss yanking a 60 Minutes story is censorship by oligarchy Speed Round Dumb or Good Rating (1-10)Dumb2 former Hinge execs are building an app to make it easier to plan hangouts with your friends 10Boeing (BA) CEO “is a Nonsense Guy,” Says Jim Cramer 2Some men may downplay climate change risks to avoid appearing feminine 0New research provides evidence that men who are concerned about maintaining a traditional masculine image may be less likely to express concern about climate change. The findings suggest that acknowledging environmental problems is psychologically linked to traits such as warmth and compassion. These traits are stereotypically associated with femininity in many cultures. Consequently, men who feel pressure to prove their manhood may avoid environmentalist attitudes to protect their gender identity. The study was published in the Journal of Environmental Psychology.CEO of local public company to step down after nearly 10 years 9Malcolm Gladwell tells young people if they want a STEM degree, ‘don't go to Harvard.' You may end up at the bottom of your class and drop out 6OpenAI CEO Sam Altman says he is ‘envious' of Gen Z college dropouts who have the ‘mental space' and time to build new startups 9This 22-year-old college dropout with an AI powered YouTube empire makes $700,000 a year and works just 2 hours a day 1Trump Mobile says its first-ever smartphone is delayed, and the government shutdown is to blame 3The college-to-office path is dead: CEO of the world's biggest recruiter says Gen Z grads need to consider trade jobs with no degree required 4ChatGPT gets ‘anxiety' from violent user inputs, so researchers are teaching the chatbot mindfulness techniques to ‘soothe' it 7Good?Minimum wage just went up in 19 states—workers in one state are getting a $2 an hour raise 8Judge says Trump administration must continue funding consumer watchdog Consumer Financial Protection Bureau 5Angry town halls nationwide find a new villain: the data center driving up your electricity bill while fueling job-killing AI 8Bernie Sanders and Ron DeSantis speak out against data center boom. It's a bad sign for AI industry 9Mitt Romney says the U.S. is on a cliff—and taxing the rich is now necessary ‘given the magnitude of our national debt' 7Microsoft CEO Begs Users to Stop Calling It “Slop” 10Man Operating Robot Accidentally Makes It Kick Him Directly in the Nutsack 9MATT1WE MISSED THE PREDICTIONS:Crypto: Tom Lee Predicts $250K Ethereum Price as BitMine Adds to $13 Billion Stash, Grayscale Predicts Bitcoin Will Reach New All-Time High by March 2026Stocks: Every Wall Street Analyst Now Predicts a Stock Rally in 2026 - EVERY!AI: ‘Godfather of AI' Geoffrey Hinton predicts 2026 will see the technology get even better and gain the ability to ‘replace many other jobs', Amazon's Alexa chief predicts an end to doom scrolling: the next generation is ‘going to just think differently', In 2026 CFOs predict AI transformation, not just efficiency gainsAs millions of Gen Zers face unemployment, CEOs of Amazon, Walmart, and McDonald's say opportunity is still there—if you have the right mindset - I PREDICT NOT HAVING A JOB IS YOUR OWN FAULTOily oil: Oil experts predict slight rise in gas prices as global tensions mountBlowhards: Elon Musk predicts double-digit US growth by 2026, Treasury Secretary predicts historic merger could make 2026 a ‘very good year' Trump advisor predicts Miami will dethrone NYC as financial capital under new progressive mayorOpenAI's CEO Sam Altman says in 10 years' time college graduates will be working ‘some completely new, exciting, super well-paid' job in space

Kick off 2026 the right way with the first Count Me In episode of the year! Adam Larson sits down with Tim Naddy, VP of Finance for the famous Savannah Bananas, professor, and passionate accounting advocate, for a lively conversation that blends humor, real talk, and fresh perspective on what it means to build a career in accounting. From stories about melting copy machines during internships to reimagining how the next generation of accountants should be prepared, Tim shares why traditional education isn't enough for today's workforce, breaks down the challenges of first-year shock, and highlights the importance of mentorship and hands-on experience. Hear how Tim is bringing creativity, energy, and storytelling into accounting education and why these skills are more essential than ever. Whether you're a seasoned pro, new to the field, or just want a peek into what it takes to keep the wild Savannah Bananas thriving, this episode is the perfect way to set an inspired tone for the new year. Dive into a conversation that will motivate, inform, and maybe even make you laugh as you start 2026! BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

In this episode of Run the Numbers, CJ Gustafson sits down with Gordon Coyle, a 40-year commercial insurance veteran, to demystify one of the most anxiety-inducing topics for founders and CFOs: business insurance. Drawing on decades of experience with startups, scaleups, and regulated industries, Gordon breaks down what leaders need to know about D&O, E&O, cyber, and general liability, why investor pressure is rising, and where “cheap and easy” online policies fail when real risk hits. Through real-world examples, they explore how claims arise, how defense costs erode limits, why cyber insurance is as much about response as reimbursement, and how to balance budget, risk tolerance, and peer benchmarks—treating insurance as a critical layer of protection, not a box-checking exercise.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS:Gordon on LinkedIn: https://www.linkedin.com/in/gordoncoyle/The Coyle Group: https://thecoylegroup.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:The Coyle Group - Business Insurancehttps://www.youtube.com/@TheCoyleGroupNY—TIMESTAMPS:00:00:00 Preview and Intro00:01:53 Sponsors — Abacum | Brex | Metronome00:05:39 Interview Begins with Gordon Coyle00:06:23 Gordon Coyle & The Coyle Group00:07:21 Explaining Insurance on YouTube00:08:40 Turning Education into Inbound Leads00:09:40 Content as a Pull Strategy00:10:53 Insurance Complexity for Tech Founders00:13:28 Why Investors Require D&O Insurance00:14:09 What D&O Covers and Why It Matters00:15:50 Sponsors — RightRev | Rillet | Tabs00:20:19 Who D&O Covers and Rising Investor Pressure00:22:37 D&O Limits and Cost Tradeoffs00:23:21 Panic Calls and Late D&O Purchases00:24:39 How Defense Costs Erode Coverage00:25:31 Common D&O Claims and Employment Risk00:27:08 D&O vs E&O Explained00:29:12 Cyber Insurance and Social Engineering00:31:59 AI's Impact on Cyber Risk00:33:50 Real-World Ransomware Stories00:34:17 Cyber Insurance as Money and Response00:35:29 Business Email Compromise Scams00:39:43 Why Tech Still Needs General Liability00:41:16 What a BOP Covers00:42:32 Convenience vs Proper Coverage00:44:29 Surprising General Liability Claims00:46:45 Insurance Costs for Startups00:47:36 Higher Costs in High-Risk Industries00:48:26 Balancing Budget, Risk, and Coverage00:50:39 PEOs, Workers' Comp, and EPLI00:54:39 Choosing the Right Insurance Partner00:56:42 End Credits#RunTheNumbersPodcast #StartupFinance #BusinessInsurance #RiskManagement #CyberRisk This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

The CPG Guys are joined by Chris Riegel CEO of STRATACACHE  with retail solutions that allow them to be partners in creating an in-store evolution, fitting into retail existing ecosystem by connecting different technologies to truly drive a frictionless store visit. This episode is sponsored by STRATACACHEFind Chris Riegel on LinkedIn here: https://www.linkedin.com/in/chris-riegel-6931a28/Find STRATACACHE on LinkedIn here: https://www.linkedin.com/company/stratacache/Find STRATACACHE online here: https://www.stratacache.com/en/Chris answers these questions:You are hosting a full day focused on retail media inside the physical store—a deliberate choice given how much attention off-site and digital retail media still get. What convinced you that the store deserved its own moment right now? Is it fair to say the industry is moving from speculation to proof? What triggered that shift?We'll have voices from BCG, McKinsey, EMARKETER, and Solomon Partners in the room. When consultants, analysts, and investors all start telling a similar story, what does that signal to you?One of the themes we'll explore during the day is the idea that the traditional funnel has collapsed and influence now happens closer to the moment of purchase. Why is the store uniquely resilient in that new influence model?Why do you think shoppers still trust in-store media more than online media? Is that trust something retailers can scale without breaking it?We'll hear during the day that agentic AI is compressing margins in digital retail media. Help connect the dots for our audience—why does that dynamic actually elevate the strategic value of physical stores?If AI makes digital media more efficient but less differentiated, does the store become one of the few environments where context still matters more than targeting?Why is that shift so foundational to unlocking real retail media scale in stores?We'll have IAB and measurement leaders talking about standards. From your perspective, how important is measurement alignment to making in-store media credible to brands and CFOs?What separates retailers who are moving from pilots to platforms from those who are still stuck in experimentation?We'll also explore how the store is becoming a fully expressive media environment—not just screens, but experience. For brands listening, what does “store-native creative” really demand of them?What outdated thinking do you hope gets challenged during this event? Is the biggest barrier today technology, standards, or internal politics?Looking ahead to 2026, what will define success for retailers who fully embrace in-store media versus those who don't?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in thi CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

[Original air date: June 19, 2025]In this episode, Alex Immerman, partner at Andreessen Horowitz, joins CJ to discuss the CFO role and how it's changing in the era of AI. He explains what the components of a company's AI agenda the CFO should own, how and where it should be leveraged in an organization, and why, if you're preparing to go public, AI needs to be mentioned in your S-1. He breaks down how the financial landscape differs greatly between AI-native SaaS companies and traditional B2B SaaS companies in terms of retention curves and gross margins, and how this relates to the ever-important LTV to CAC metric. As someone who has worked with prominent CFOs and interviewed many for a16z's portfolio companies, Alex also describes the qualities of a great CFO, and shares his favorite interview question, before discussing CFOs, CEO, and board dynamics.—LINKS:Alex Immerman on LinkedIn: https://www.linkedin.com/in/immermanAndreessen Horowitz: https://a16z.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:a16z's Alex Immerman on the Evolving Role of the CFO in the Age of AIhttps://youtu.be/JIvHp-mlnzsSo You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://www.youtube.com/watch?v=cgHOtvG1Ces—TIMESTAMPS:00:00:00 Preview and Intro00:01:46 AI Margins Improve Dramatically00:02:29 What Separates Great CFOs00:03:29 Founder Mindset Drives Performance00:05:31 Founder Intensity and Margin Expansion00:06:57 Backing Unproven Bets Thoughtfully00:08:29 Interviewing CFOs for Backbone00:09:55 When CFOs Push Back on Strategy00:11:25 CFO Trust With Boards and Investors00:11:50 How CFOs Engage Investors When Hiring00:14:44 Building Strong CFO Investor Relationships00:16:18 Sharing Bad News Early00:17:21 CEO Vision Versus CFO Validation00:20:57 How AI Is Changing the CFO Role00:23:56 Incumbents Versus AI-Native Finance Tools00:26:24 CFOs Driving Internal AI Adoption00:28:07 AI Impact on Customer Support Efficiency00:29:26 Internal Leverage From AI Automation00:31:29 Why Investors Care About LTV to CAC00:34:00 LTV to CAC Across Business Models00:36:26 Retention Curves Matter More Than Growth00:38:16 Evaluating AI Gross Margins Long Term00:40:04 Recipe for AI Margin Expansion00:43:01 What Makes a Public-Ready CFO00:44:47 Beating Guidance Drives IPO Performance00:46:56 Growth Versus Profitability Has Rebalanced#RunTheNumbersPodcast #CFOLeadership #FintechInvesting #AISaaS #VentureCapital This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Amanda Watts helps service professionals stop doing the work and start advising around it. Through her company, The Business Advisor Academy, she helps advisors, consultants, accountants, and CFOs escape the time-for-money trap and build lean, profitable, and scalable businesses. Her approach turns expertise into structured, high-value offers that attract premium clients, command premium prices, and create the freedom to focus on strategy and growth. With her Scalable Six™ framework, Amanda teaches clients to design businesses built for freedom, not just revenue. Her 500:200:10 model — £500K in revenue, £200K take-home, and 10 hours per week of client delivery — proves that success comes from systems, not stress. Every element — from positioning and pricing to promotion — works together like a finely tuned engine to maximize profit and independence. Amanda is also the host of The Business Advisor Podcast and author of the forthcoming book Built for Freedom, sharing stories and strategies from entrepreneurs who've designed businesses that serve their lives — not the other way around. During the show we discuss: The inspiration behind helping service professionals shift from doing the work to advising on it. The philosophy behind building a business that's truly Built for Freedom. Turning expertise into structured, high-value, scalable offers. How the Scalable Six™ framework creates freedom-first businesses. Defining ideal positioning that connects emotionally and commands premium pricing. Why positioning and pricing are critical in crowded markets—and where most get it wrong. Productizing and packaging expertise for repeatable, scalable success. Leveraging intellectual property to create long-term impact and authority. Designing a business that serves your life—not the other way around. Resources: https://amandacwatts.com/  businessadvisoracademy.com

As one year closes and another begins, most of us are wired to look forward—to new goals, fresh plans, and the next chapter. But this special episode of CFO Thought Leader invites you to do something slightly different: look back. Not to financial milestones or career titles, but to the moments that quietly shape who we become long before anyone hands us a business card.In this episode, three CFOs take us back to the earliest chapters of their lives—stories of family, displacement, discipline, sacrifice, and unexpected kindness. You'll hear how a father's insistence on “trying,” a mother's balancing act between career and family, and a landlord's life-altering act of generosity became the invisible architecture behind leadership, resilience, and purpose. None of these moments appear on a résumé. Yet each one echoes through boardrooms, decision-making, and how these leaders show up for others.As we release this episode on New Year's Eve, it feels like the right reminder: progress isn't only measured by what we build next, but by what shaped us along the way. Before the spreadsheets, before the titles, before the outcomes—there were people, moments, and values that set everything in motion.We hope these stories give you pause, perspective, and perhaps a renewed appreciation for the beginnings that make all the difference.

Todd Westra is a leadership alignment expert, founder of the Growth and Scaling Podcast, and creator of the Growth Readiness Framework. Renowned for guiding CEOs, COOs, and CFOs to align strategy and execution, Todd helps mid-sized organizations unlock smarter, sustainable growth. With a deep understanding of leadership dynamics and operational challenges, Todd partners with firms at inflection points, unraveling misalignment and cultivating clarity. His process-driven approach empowers teams, clarifies decision-making, and transforms companies from stagnation to forward momentum enabling leaders and their organizations to reach ambitious new milestones. In this episode of Marketer of the Day, Todd Westra joins Robert Plank to uncover the crucial role of leadership alignment in business growth and scaling. Todd shares actionable insights from his journey as a founder, consultant, and podcast host, illustrating how divergent leadership visions can quietly stall progress even in successful, well-funded teams. He describes his signature alignment exercises and deep-dive assessments, revealing how honest conversations, data-driven strategies, and a willingness to detach from old patterns can create breakthrough results. Through lively discussion and memorable stories, Todd demonstrates how to move a company from launch mode through realignment, toward true operational excellence. Listeners will learn why self-awareness, role clarity, and robust feedback loops are essential for building sustainable growth, strong exits, and lasting team harmony. Quotes: "Most growth is stifled not because they have a bad idea, not because they don't have market fit, but because the leadership is not aligned on which path they're going down." "If you want to be market leaders, if you want a strong exit, you've got to align, and then it works out better for everybody." "No success can compensate for failure in the home." Resources: Connect with Todd Westra on LinkedIn Is YOUR Company Growth Ready?