Podcasts about Corporate finance

How do companies decide between paying dividends and reinvesting profits? In this episode of Corporate Finance Explained, we break down the key considerations behind corporate dividend policy and why it's such a powerful tool for shaping investor sentiment and long-term strategy.

Why do companies spin off parts of their business, and how does it create shareholder value?In this episode of Corporate Finance Explained, we explore the core strategies behind corporate restructuring, including spin-offs, carve-outs, and divestitures.

In this episode of What's New at CFI on FinPod, we spotlight CFI's new course “Forecasting Techniques” with expert instructor Duncan McKeen. If you've ever wanted a clear breakdown of how forecasting actually works inside a company, this conversation walks through the course's learning objectives with practical context, examples, and insights into corporate best practices.From aligning forecasts with strategic goals to performing variance analysis and improving forecast accuracy over time, Duncan outlines what finance teams need to know. Whether you're in FP&A, business planning, or building your forecasting skills to support better decision-making, this episode breaks it down clearly and effectively.

How does the treasury team impact corporate strategy? In this episode of Corporate Finance Explained, we break down the critical role of the corporate treasury function, including liquidity management, financial risk mitigation, and capital allocation.

In this episode of Member Spotlight on FinPod, UK-based finance professional Judith Singh, FCCA, CFM, FMVA, shares her inspiring path to success without a university degree. From passing all her ACCA exams by age 20 to mastering project accounting, budgeting, and financial modeling, Judith reveals how curiosity, resilience, and lifelong learning fueled her growth in the finance industry.This conversation is packed with practical insights for aspiring accountants, career changers, and hands-on finance professionals navigating nontraditional career paths. Judith explains how she leveraged certifications like FMVA, CFM, and BIDA to develop real-world skills and how she built confidence and communication strength by solving complex challenges early in her career.

As CEO challenges go, facing a global threat that is existential not just for your company but for your industry is among the worst possible. American Airlines’ former Chairman and CEO, Doug Parker, has been through this twice while leading an airline, following the 9/11 attacks in New York and the COVID-19 pandemic. In this episode, he speaks with McKinsey Senior Partner Celia Huber about how these experiences helped him become a better leader. Doug Parker has served as CEO of three airlines: America West, US Airways, and American Airlines. He currently serves on the board of Qantas. Celia Huber is a McKinsey senior partner in our Bay Area office, where she leads our board services work in North America. Related insights Better together: Three ways to boost board–CEO collaboration The State of Aviation 2025 Geopolitical resilience: The new board imperative Resilience pulse check: Harnessing collaboration to navigate a volatile world McKinsey Insights on Strategy & Corporate Finance McKinsey Insights on M&A McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

What if the success stories you believe, the leadership advice you follow, and the wellness rules you swear by are built on shaky evidence—or no evidence at all? Even well-meaning ideas like grit, purpose, and diversity can cause harm when taken at face value. So, we challenge you to think critically before embracing feel-good narratives.In today's Happiness Squad Podcast episode, Ashish Kothari and Alex Edmans expose the dangers of misinformation in the pursuit of happiness, well-being, and leadership. Alex Edmans is a British economist and Professor of Finance at London Business School, renowned for his work on responsible business and corporate governance. He authored the influential book Grow the Pie: How Great Companies Deliver Both Purpose and Profit, which argues that businesses can achieve sustainable success by creating value for all stakeholders—not just shareholders. This book was named a Financial Times Book of the Year in 2020 and has been translated into nine languages .In addition to Grow the Pie, Edmans co-authored the 14th edition of Principles of Corporate Finance and released May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases – And What We Can Do About It in 2024.In the conversation, Alex reveals how many popular beliefs are based on flawed data, biased research, and confirmation bias. Ashish and Alex discuss how critical thinking is the most underrated skill in the age of instant advice.Things you will also learn in this episode:• How confirmation bias shapes what we want to believe• The unproven hype behind Simon Sinek's “Start With Why”• The shaky science behind the 10,000-hour success rule• The confusion between correlation and causation in diversity studies• The overgeneralization of grit as a universal success factor• How to build smarter organizations through dissent and inclusionDon't let bad data shape your decisions. Learn how to think critically. Explore these lessons and more in the full episode.Resources:✅• Related episode with Alex Edmans: https://podcast.happinesssquad.com/episode/the-power-of-purpose-driven-organizations-with-alex-edmans • Alex Edmans' website: http://www.alexedmans.com/ • Growth the Pie website: http://www.growthepie.net/ • TED Talk: The Pie-Growing Mindset https://www.ted.com/talks/alex_edmans_the_pie_growing_mindset • TED Talk: The Social Responsibility of Business https://www.youtube.com/watch?v=Z5KZhm19EO0 Books:✅• Grow the Pie: How Great Companies Deliver Both Purpose and Profit• May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases – And What We Can Do About It: https://a.co/d/4ZSp6Up • Principles of Corporate Finance ISE by Alex Edmans: https://a.co/d/aglrrnu • Hardwired for Happiness by Ashish...

Mastering Financial Storytelling for Strategic Influence in Corporate FinanceIn this episode of Corporate Finance Explained on FinPod, we explore one of the most critical yet overlooked skills in mid-career finance: financial storytelling. For professionals in FP&A, strategic finance, treasury, and corporate development, the ability to move beyond analysis and shape narratives that influence decisions is becoming essential for visibility and impact. This episode equips you with actionable strategies to communicate your insights clearly, drive better outcomes, and position yourself as a strategic partner within your organization.

How High Interest Rates Are Reshaping Corporate Finance StrategyIn this episode of Corporate Finance Explained on FinPod, we explore how high interest rates are transforming the decisions corporate finance teams make every day, from capital budgeting to debt management and strategic planning. For FP&A professionals, finance leaders, and decision-makers navigating today's economic uncertainty, understanding these shifts is essential to staying proactive, strategic, and resilient.

Holistic transformations are complex and can take a long time to show full results. By optimizing working capital early on, companies can help score early wins to create momentum and excite stakeholders across the organization. In this episode, Sean talks with two McKinsey transformation experts about how to identify and achieve these working capital improvements to maximize the impact of a transformation. Jacob Rüden is a partner in our Transformation Practice, based in Cologne, and he leads our cash excellence work globally. He has more than 20 years of experience serving clients in transformation and on cash and working capital engagements across sectors, including automotive, energy, chemicals, transportation, consumer goods, and retail. And Marvin Denis is an expert in our Transformation Practice, based in New York. He's a core member of our cash excellence service line and co-leader of our cash solutions globally. He works across sectors, including automotive, chemicals, consumer goods, and retail. Related insights Gain transformation momentum early by optimizing working capital Building optionality: Balance sheet discipline is both timely and timeless Succeeding in the AI supply-chain revolution A data-driven approach to improving net working capital McKinsey Insights on Strategy & Corporate Finance McKinsey Strategy & Corporate Finance on LinkedIn McKinsey Insights on Transformation McKinsey Transformation on LinkedIn Support the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

From Philosophy to Finance: Funmi Oriji's Global Career JourneyIn this episode of Member Spotlight on FinPod, Funmi Oriji shares her inspiring path from aspiring doctor to McKinsey consultant and Amazon finance leader. With warmth, resilience, and deep insight, Funmi reflects on the pivots that shaped her career from counting cash in her grandmother's textile shop to earning an MBA and thriving in corporate finance roles across continents.You'll hear how she broke into KPMG without a finance degree, navigated international opportunities, and built a strategy-informed approach to FP&A and business partnering. Whether you're transitioning careers, aiming for a global role, or curious about the real skills behind financial leadership, this conversation offers practical guidance and inspiration.

How do major companies plan for long-term success and stay agile when things change? In this episode of What's New at CFI, Duncan McKeen breaks down the essentials of corporate budgeting, why it's critical for aligning strategy with execution, and how FP&A teams use budgeting to drive better decision-making across every department.Whether you're a finance professional working in FP&A, a business analyst building forecasts, or a team lead navigating strategic planning cycles, this episode gives you a practical roadmap for how budgeting works at scale.

In deze extra aflevering van Leaders in Finance is Willem Schramade te gast, professor of finance aan Nyenrode met een focus op sustainable investing. Wat gebeurt er als je écht probeert om financiële waarde en maatschappelijke waarde met elkaar te verbinden? En waarom blijft dat in de praktijk zo moeilijk? Willem vertelt over de spanning tussen theorie en praktijk, tussen rendement en verantwoordelijkheid. Over hoe pensioenfondsen het verschil kunnen maken, maar het soms laten liggen. En over waarom het juist nu tijd is voor meer lef en minder compliance-denken. Een gesprek over waarde creëren in plaats van alleen maar waarde eruit trekken. En over waarom een goed werkende bankapp fijn is, maar nog geen toekomstbestendige financiële sector maakt. Luister nu!   *** De Leaders in Finance podcast wordt mede mogelijk gemaakt door Kayak, EY, MeDirect, en Roland Berger.   *** Bekijk ook: Corporate Finance for Long-Term Value, Dirk Schoenmaker, Willem Schramade Ondernemingsfinanciering in de Samenleving, Willem Schramade   *** Boeken genoemd: Prosperity, Colin Mayer This View of Life, David Sloan Wilson   *** Volg Leaders in Finance via Linkedin.     *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.     ***  Vragen, suggesties of feedback? Graag! Via e-mail: info@leadersinfinance.nl   *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Geert Lippens (CEO BNP Paribas NL), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Simone Huis in ‘t Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Olaf Sleijpen (Director DNB), Allegra van Hövell-Patrizi (CEO Aegon NL), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Matthijs Bierman (MD Triodos NL), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Mary Pieterse-Bloem (Professor Erasmus), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG).   

Pushpendra Mehta and Paul Galloway discuss how a process mindset helps treasury deliver strategic value and improve efficiency across the organization. You can access the ebook Leading Practices in Treasury or its audiobook version here: https://strategictreasurer.com/ebook-leading-practices-in-treasury/?utm_source=ST362 Alternatively, you can watch the video version of the ebook here: https://www.youtube.com/watch?v=XJotnXwxIvw

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   Here are some free gifts for you:   Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Cost-benefit analysis (CBA) is more than simple math, it's the cornerstone of smart business decisions. In this episode of Corporate Finance Explained, we dive deep into how companies weigh financial trade-offs, avoid common pitfalls, and use CBA to drive strategy. Learn how leading firms like Amazon, Tesla, Apple, Ford, and Quibi used (or misused) CBA to shape their success—or struggle.

Episode four features Pushpendra Mehta and Paul Galloway, Senior Director of Advisory Services at Strategic Treasurer, discussing Process Mindset. Listen in for valuable insights. You can access the ebook Leading Practices in Treasury or its audiobook version by visiting: https://strategictreasurer.com/ebook-leading-practices-in-treasury/?utm_source=STEBKpage Alternatively, you can watch the video version of the ebook here: https://www.youtube.com/watch?v=XJotnXwxIvw

PhD to Corporate Finance & M&A? Gabriel Fung's Unconventional Journey!Ever wondered how a PhD in Pathology transitions to high-stakes roles in Equity Research and Corporate Development? In this episode of Careers in Finance on FinPod, Gabriel Fung reveals his unique path from the lab to leading strategic M&A and partnerships at Exact Sciences in the competitive healthcare and biotech sectors. This is a must-listen for PhDs, scientists, and anyone considering a career pivot into finance from a non-traditional background!

Justin Manly, BCG's lead on growth and innovation, explains how businesses can choose the right growth strategy given their aspirations and position in the market. Whether a company is gaining or losing share, in a booming or sluggish industry, profitable growth depends on knowing your starting point. Learn More: Justin Manly: https://on.bcg.com/4kGYyPH BCG's Latest Thinking on Growth and Innovation Analytics: https://on.bcg.com/4kjTEIB BCG's Latest Thinking on Corporate Finance and Strategy: https://on.bcg.com/3ZeAMlX Your Growth Strategy Depends on Your Starting Point: https://on.bcg.com/43YpzZm The Vitality Code: How Growth Leaders Master Strategy, Technology, People, and Culture: https://on.bcg.com/4dMKjH1 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

In a world of constant change, rising interest rates, inflation, and global disruptions, how do top companies prepare for the unexpected? In this episode of Corporate Finance Explained, we break down scenario planning and sensitivity analysis, the essential tools finance teams use to stay agile, resilient, and ready for anything.Learn how Airbnb, Starbucks, Delta Airlines, and Unilever use these strategies to thrive despite uncertainty, from pandemic disruptions to geopolitical shifts.

In this episode of Corporate Finance Explained on FinPod, we dive into the world of corporate debt management, a crucial aspect of business strategy that can fuel growth or sink companies if mismanaged. Join us as we break down the fundamentals of debt versus equity financing, explore real-world examples like Tesla, Apple, and Toys R Us, and reveal best practices that companies use to navigate the complex financial landscape.Learn how companies use leverage to amplify returns, the strategic use of convertible debt in high-growth phases, and the risks of over-leverage with cautionary tales from companies like Evergrande. From term loans to mezzanine financing, this episode provides a comprehensive overview of the tools and strategies finance professionals need to manage debt effectively.Whether you're a finance student, an aspiring corporate finance professional, or someone looking to understand how companies manage financial risks and optimize capital structures, this conversation offers invaluable insights and practical strategies for success.

Tune in as Pushpendra Mehta and Paul Galloway dive into the third topic in the series: Cash Forecasting. Tune in for deeper insights. You can explore the Leading Practices in Treasury eBook or its audiobook by visiting here For a visual overview, watch the video version here

In this episode of CFI Member Spotlight, we sit down with Russel Tan, a dynamic professional from Singapore who's bridging the worlds of engineering and finance. Join us as Russel shares his unconventional journey from aerospace engineering to pursuing a career in finance, highlighting his passion for problem-solving, private equity, and the power of networking.Russel's early dive into financial modeling and his plans to pursue an Accounting and Finance degree at Durham University set him up for a promising career in investment banking and consulting. Whether you're a finance student, a professional exploring career transitions, or someone curious about global perspectives in finance, this conversation offers inspiration and practical advice on blending technical expertise with business acumen. 

For many years, the continued rise of private markets has been defined by assets under management (AUM), while the composition of the industry evolved significantly. This week, two of McKinsey’s Private Capital Practice experts are joined by Neil Mehta from Apollo Global Management to discuss the diverse types of non-traditional private capital increasingly being raised by general partners (GPs), and how asset managers will need to continue to adapt to meet this growing complexity and the variety of needs that their investors are looking to them to solve. McKinsey Senior Partner Alexander Edlich is a senior leader in McKinsey’s Private Capital Practice, and is based in New York. He’s the lead author of our 2025 Global Private Markets Review, and has more than two decades of experience advising financial services firms, including alternative asset managers and investors, on how to address ever-changing industry dynamics. McKinsey Partner Paul Maia co-leads McKinsey’s work on advising the C-suite of private capital GPs, as well as the private capital arms of institutional investors, and is based in Washington, D.C. Neil Mehta is a partner and global head of new markets at Apollo Global Management in New York, where he is responsible for driving growth into markets that have historically had limited exposure to private assets, including traditional asset management, defined contribution, and tax advantage strategies. Neil is also a member of Apollo’s leadership team. Related insights Alternative assets get more alternative: The rise of novel AUM forms Global Private Markets Report 2025: Braced for shifting weather Thematic investing: A win–win for private equity and the planet Private capital: The key to boosting European competitiveness McKinsey Insights on Private Capital McKinsey Insights on Strategy & Corporate Finance McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

As the shipping industry continues to face one of its greatest challenges - how to drastically cut carbon emissions in a sector traditionally reliant on heavy fuel oil, our expert panel takes a high-level look at how industry regulations, technologies and data collectively play a role in the future of low-carbon shipping.Panellist contact details:Alastair StevensonHead of Digital Analysis, SSYE: a.stevenson@ssyglobal.comCato EsperøHead of Alternative Fuels, SSYE: c.espero@ssyglobal.comThomas HorschigSenior Analyst Low-Carbon Fuels, VeytE: thomas.horschig@veyt.comMichael Mervyn-JonesDirector of Communications and Marketing, SSYE: m.mervyn-jones@ssyglobal.comAbout SSYEstablished in 1880, SSY has grown to become one of the biggest and most trusted names in broking, operating around the world via its 27 local offices – with over 500experts covering a range of major markets including Dry Cargo, Tankers, Derivatives, LNG, Sale and Purchase, Offshore, Chemicals, LPG, Towage, Recycling and Corporate Finance. SSY has a global reach with offices in Aberdeen, Athens, Copenhagen, Dubai, Geneva, Genoa, Hamburg, Hong Kong, Houston, Kristiansand, London, Madrid, Mumbai, New York, Osaka, Oslo, Rio, Rotterdam, Seoul, Shanghai, Singapore, Stamford-USA, Sydney, Tokyo, Vancouver, Varna, Zug. www.ssyglobal.comAbout VeytVeyt is a global insight business for all significant low-carbon markets and renewable energy. As the energy transition picks up pace, businesses, governments and institutions need reliable and actionable insights as they lead the shift to a net zero world. That's why Veyt covers green certificates for power and gas and carbon markets with unparalleled breadth and depth, backed by expert independent objective research and analysis. Veyt's team of analysts covers market developments on every continent, strengthening clients' decisions through real-time analytics and market intelligence. www.veyt.com Hosted on Acast. See acast.com/privacy for more information.

How do companies decide where to invest, when to return cash to shareholders, or when to take bold risks on new technologies? In this episode of Corporate Finance Explained, we break down capital allocation, the art and science behind a company's biggest money decisions.From ROI and NPV to multi-billion dollar bets on streaming, cloud computing, and biotech, this deep dive features case studies from Amazon, Apple, Microsoft, Netflix, Pfizer, and more. Learn how capital allocation drives long-term value, and how to spot it in your own company or investments.In this episode, you'll learn:What capital allocation really means and why it mattersThe key metrics (ROI, NPV, IRR) behind investment decisionsReal-world strategies from Amazon (AWS), Apple (stock buybacks), and Microsoft (Azure)Warren Buffett's approach to acquisitions at Berkshire HathawayHow companies like Netflix, Disney, Intel, and Pfizer made bold capital betsHow to evaluate capital allocation as an FP&A analyst or investorWho this episode is for:This episode is for finance professionals, FP&A analysts, investors, and business strategists who want to understand how capital allocation decisions shape value creation. It's also valuable for anyone making or analyzing investment decisions—inside a company or in the stock market.

In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Tune in for deeper insights. Want to dive deeper into Leading Practices in Treasury? Download the eBook or listen to the audiobook here Alternatively, you may view the video version here

Serving SMB mid-market customers is one thing, but when you go upstream to enterprise sales, everything changes: go-to-market strategy, the sales process, how you structure deals, even how you define customer value. Today's guest, Andrew Casey, has helped scale four SaaS companies: ServiceNow, WalkMe, Lacework, and his current company, Amplitude. At ServiceNow, he worked closely with Snowflake's Mike Scarpelli and Coatue's David Schneider, and he was instrumental in establishing the company's deal desk to support its sales motion. As an operationally focused CFO, he shares a wealth of knowledge on the importance of staying close to the customer, structuring deals that work for both sides, establishing transparency in usage-based pricing, aligning incentives and strategy in sales, the pros and cons of multi-year deals, the problem with auto-renewals and what to do instead, and how to adapt your go-to-market strategy when moving from SMB mid-market to enterprise.—LINKS:Andrew Casey on LinkedIn: https://www.linkedin.com/in/andrew-casey-6b14875/Amplitude: https://amplitude.comServiceNow: https://www.servicenow.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Gaining Strategic Advantage in Vertical SaaS With Guidewire's CFO, Jeff Cooper"Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & GrowthThe Largest Software IPO Ever: How Snowflake Still Left Money on the Table —TIMESTAMPS:(00:00) Preview and Intro(02:40) Sponsor – Tropic | NetSuite | Planful | Tabs(08:45) Becoming an Operationally Focused CFO(11:50) Staying Close to the Customer as a CFO(16:37) Sponsor – Rippling Spend | Pulley | MUFG(20:34) Running Towards a Challenging Market at ServiceNow(24:15) How He Established the Deal Desk at ServiceNow(26:13) Structuring a Deal That Works for Both Sides(29:08) Transparency in Usage-Based Pricing(32:39) A Client's “Budget Problem”: Cash or Expense Issue(36:42) Lessons From Building Out the Deal Desk at ServiceNow(40:53) Pros and Cons of Multi-Year Deals(43:57) Auto-Renewals: Do This Instead(46:10) Adapting the Go-to-Market Strategy for Enterprise Sales(55:33) Selling to CIOs Whose Jobs Are at Stake(58:18) What Defines “Enterprise”(59:43) The Most Important Thing To Get Right in Enterprise Sales(1:01:01) Lessons From Andrew's Background in Corporate Finance(1:03:12) The Story of How Andrew Got His Job at ServiceNow(1:07:57) Long-Ass Lightning Round: A Big Mistake(1:10:31) Advice to Younger Self(1:11:17) Finance Software Stack(1:14:47) Craziest Expense Story—SPONSORS:Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. Take control of your spend with intelligent spend management at tropicapp.io/mostlymetrics.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.MUFG is a global banking powerhouse that provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. Accelerate your growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.#SMBtoEnterprise, #gotomarketstrategy #scalingSaaS #dealdesk #ServiceNow Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

What happens when a company starts slipping, has declining margins, mounting debt, or cash flow concerns? In this episode of Corporate Finance Explained on FinPod, we take a closer look at how businesses bounce back from financial distress and the critical role corporate finance teams play in making that happen.From early warning signs to full-scale restructurings, we break down the strategies, case studies, and financial tactics that fuel real-world corporate turnarounds.In this episode, you'll learn:What signals financial trouble before it hits the headlinesHow finance teams use cash flow stress tests and scenario modeling to guide recoveryThe difference between cost-cutting and strategic restructuringWhy communication and leadership are just as important as balance sheetsCase studies from Apple and General Motors' historic turnaroundsPractical insights for FP&A, Treasury, and Strategy professionals navigating uncertaintyWho this episode is for:This episode is essential for finance professionals in FP&A, Treasury, or Strategy roles who want to better understand turnaround mechanics and strategic problem-solving. It's also valuable for mid-career professionals managing risk, forecasting under pressure, or supporting business transformation.

What does it take to go from audit associate to CFO of a PE-backed startup? In this episode of Careers in Finance, host Meeyeon reconnects with longtime friend and finance leader Sharron Xiao to explore the career choices, transitions, and leadership lessons that shaped her journey from the Big Four to the C-suite.This is a must-listen for anyone looking to build a future in finance, especially those considering the CPA route, a career pivot into startups, or long-term CFO goals.In this episode, you'll learn:How Sharron navigated her early career at PwC through co-ops, exams, and structureWhy joining a startup with no finance team was the most pivotal move she madeWhat skills you must build to go from reporting roles into leadershipHow industry choice shapes your CFO potential and why timing mattersPractical advice on networking, job search, and getting noticed by recruitersWhat to do now if you want to become a CFO laterWho this episode is for:This episode is perfect for corporate finance professionals, especially CPAs or aspiring CFOs, who want to understand how to strategically navigate career growth. It's also valuable for mid-career analysts, managers considering a move into startups, or anyone seeking practical advice on career planning, leadership skills, and standing out in a competitive finance job market.

Discover how companies like Tesla, Apple, and Amazon strategically use corporate tax planning to drive profitability, fund innovation, and stay competitive. In this episode of Corporate Finance Explained on FinPod, we break down how world-leading finance teams turn tax incentives into strategic levers, from sustainability credits and R&D tax breaks to international tax optimization.Learn how corporate tax isn't just about compliance; it's a powerful part of the financial playbook.In this episode, you'll learn:How Tesla generated over $1.5B through regulatory credits as a revenue stream, not just a tax break.Why Amazon's $56B in R&D spending ties directly to U.S. federal tax incentives.How Apple and Google leverage transfer pricing and global tax frameworks to reduce effective tax rates.What the OECD global minimum tax could mean for multinational financial teams.How FP&A, Treasury, and Strategy teams model and navigate evolving tax rules.Why tax policy knowledge matters for analysts, investors, and job seekers in corporate finance.Who is this episode for?Whether you're an FP&A analyst, strategy manager, investor, or just exploring how finance drives real-world outcomes, this episode will change how you think about corporate tax strategy.

In this premiere episode of The Bitcoin for Corporations Show, host Pierre Rochard, CEO of the Bitcoin Bond Company, explains how Bitcoin is transforming modern corporate finance.Coming off the heels of the landmark Bitcoin for Corporations 2025 event co-hosted by Strategy (formerly MicroStrategy), this episode delivers a masterclass on why Bitcoin is being adopted by leading firms around the globe—from Japan's Metaplanet to America's fastest-growing Bitcoin treasuries.We explore the corporate Bitcoin flywheel, examine the MSTR strategy, and analyze global adoption trends including sovereign wealth funds and newly public firms like 21, Strive, and Nakamoto.Whether you're a CFO, institutional allocator, or strategist, this show is your front-row seat to the future of finance.Chapters:00:00 – Intro: The Speculative Attack Thesis01:00 – Meet Your Host: Pierre Rochard02:45 – Challenges Facing CFOs Today05:00 – Bitcoin as a Balance Sheet Solution09:30 – Bitcoin's Monetary Policy & Technical Reliability17:00 – Structuring Financial Products Around Bitcoin24:00 – Bitcoin vs. Gold, Real Estate & Global Assets28:00 – Corporate Demand is Outpacing Bitcoin's Supply29:30 – Strategy's Convertible Bond Model39:00 – The Corporate Bitcoin Adoption Flywheel42:00 – Global Case Studies: Metaplanet, Blockchain Group, 21, Strive, Nakamoto45:30 – What's Next: Guests, Metrics, and the Road AheadFollow Pierre Rochard on X: https://x.com/BitcoinPierreFollow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsFollow Spencer Nichols on X: https://x.com/DeSpencer_

In this episode of Corporate Finance Explained, we explore how Environmental, Social, and Governance (ESG) factors have evolved from a corporate buzzword to a financial imperative. ESG now directly influences valuation, capital costs, risk exposure, and investor sentiment, making it a critical factor for finance professionals.We'll break down:How ESG affects capital allocation and cost of capitalThe role of ESG in valuation, risk management, and financial modelingCase studies of companies leveraging ESG for a competitive advantageThe impact of ESG reporting and compliance on financial strategyFinance professionals with 3-8 years of experience will gain actionable insights on how to integrate ESG into decision-making to drive better investment outcomes, lower risk, and secure investor confidence.

Jorge Marques joined CFI back when it was just a WeWork dream, and now he's a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You'll hear about the skills that helped him succeed, how he navigated the CFA and FMVA, and why curiosity is key to thriving in finance.This is a must-watch for aspiring portfolio managers and anyone in the early stages of their finance career. Learn how Jorge transitioned from rotational internships and tech startups to one of the most in-demand roles in investment management. He unpacks the habits, mindsets, and strategies that helped him move from financial analyst to PM and how CFI played a part in that journey.

Transformation is a complex undertaking that relies heavily on achieving behavioral change within an organization. Three McKinsey transformation and organizational health experts talk this week about the common pitfalls companies face when attempting to transform, and share tips for avoiding them. Rajesh Krishnan is a senior partner in our New York office and a leader in our Transformation Practice. He counsels clients on identifying and delivering transformative and sustainable performance improvements, and is a founder of our capability building solution, the Ability to Execute or A2E. Tiffany Vogel is a partner in our Miami office, and is an expert in change management, leadership development, and agile product development. She focuses on financial institutions and state governments, and also serves on the faculty at the University of Southern California Marshall School of Business. And Matthew Schrimper is an associate partner in our Boston office. He helps clients improve performance through organizational change, and has expertise in large-scale transformations, culture and change management, as well as talent and operating model design. Related insights Breaking the mold: Five behaviors of leading growth transformers Transformation with a capital T How seven steps can help midsize industrials crack the transformation code What does it take to run a healthy organization? Find out with this quiz Help your employees find purpose—or watch them leave What makes an organization ‘healthy’? The yin and yang of organizational health McKinsey Insights on Transformation McKinsey Transformation on LinkedIn McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

What happens when emotion and psychology creep into financial decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring why even the most skilled professionals fall victim to biases like overconfidence, loss aversion, and anchoring.Real-world cases like HP's Autonomy acquisition and Boeing's 737 MAX rollout show how costly these blind spots can be. But it's not just billion-dollar boardrooms; these same patterns appear in budgeting, forecasting, and decision-making across corporate finance roles.We explore how risk perception is shaped by mood, memory, and team dynamics, and why tools like scenario planning and pre-mortem analysis help finance teams build resilience. This conversation is a must-listen for professionals looking to sharpen their judgment and avoid costly mistakes.Get practical tools, mindset shifts, and insights beyond spreadsheets because better decisions start with understanding how we make them.#BehavioralFinance #FinanceCareers #CorporateFinance #FinancialDecisions #BiasInFinance #DecisionMaking #FinanceStrategy #CFILearning #FinancePodcast

What drives success in private equity? In this episode of Careers in Finance, we unpack the strategies behind some of the biggest PE deals in history, from Blackstone's transformation of Hilton Hotels to the Dell Technologies buyout. But it's not just about big names and bold moves. We explore how private equity firms approach value creation, from operational restructuring and industry positioning to long-term exit planning.This episode demystifies leveraged buyouts (LBOs), explains why debt is both a tool and a risk, and gives a clear view into the strategic playbook used by top PE firms. Whether you're working in a PE-backed company, aiming for a role in private equity, or simply want to sharpen your understanding of value creation, this conversation offers clarity, relevance, and actionable insight.We also explore cautionary tales, like the RJR Nabisco and Caesars Entertainment buyouts, to highlight what happens when strategy and timing fall out of sync. Perfect for finance professionals looking to deepen their grasp of PE fundamentals.Subscribe for more expert-led episodes like this one, and stay informed on the real decisions that drive career and company outcomes in finance.#PrivateEquity #LeveragedBuyout #CareersInFinance #LBO #FinanceCareers #ValueCreation #CorporateFinance #CFIMemberSpotlight #FinancialStrategy #InvestmentInsights

How do you pivot from aerospace engineering to venture capital? In this episode of Careers in Finance, Denisia Pereira shares her remarkable journey from studying aerospace engineering to leading venture operations at TopDown Ventures. She opens up about working in microfinance in Honduras, navigating business school with a global lens, and learning to speak founders' language while building a VC career.Denisia's story highlights what it takes to break into venture capital without a traditional finance background and why technical skills, curiosity, and adaptability matter more than a linear path. Her experiences offer valuable takeaways for engineers interested in startups, women in finance looking to enter the VC space, and professionals considering a career switch into early-stage investing.If you're exploring finance career options, especially in venture, you'll get practical insight from someone who's built a career from the ground up and across industries. Tune in to FinPod for this inspiring and informative conversation with Denisia Pereira.

In this episode of FinPod, we break down how the CFO role is transforming and what that means for ambitious finance professionals. From FP&A to board-level strategy, today's CFOs are expected to lead digital transformation, navigate complex markets, and drive business growth beyond the numbers.We unpack the real skills that future CFOs need to build: strategic thinking, tech fluency, cross-functional experience, and strong leadership. You'll also hear real-world case studies from Amy Hood at Microsoft to Ruth Porat at Alphabet and practical advice for professionals with 3–8 years of experience who want to take ownership of their career trajectory.Whether you're working in FP&A, financial reporting, or corporate strategy, this episode will help you understand what it takes to step into the CFO role and how to start building toward it now.

In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the core strategies behind building a scalable business in uncertain conditions.We explore real-world case studies highlighting what differentiates successful startups, including Amazon, Airbnb, Shopify, and Mailchimp. We also examine the risks behind failed strategies from companies like WeWork and Blue Apron, showing why financial discipline and adaptability matter more than ever in early-stage finance.If you work in FP&A, corporate strategy, venture capital, or are part of a fast-growing startup, this episode will help you navigate growth metrics, funding rounds (Seed, Series A, B, and beyond), and the key financial decisions determining startup survival.Subscribe to FinPod for deep dives on startup finance, corporate modeling, and actionable insights for modern finance professionals.

In this episode of CFI's Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis.Celine originally studied general management and had little interest in finance. But her curiosity grew after watching friends trade stocks and exploring the markets independently. That curiosity led her to CFI's Capital Markets & Securities Analyst (CMSA®) program. This turning point helped her understand how markets move, what drives volatility, and where she might fit in.Through short-term internships in credit, investment banking, and macro research, Celine quickly determined what she liked (and didn't like). Now, she's wrapping up her Master's in Financial Markets, eyeing future roles in credit and alternatives, and preparing to pursue her CFA and CAIA. This conversation is valuable for anyone considering a transition into finance without a traditional background.

What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market share.In this episode of FinPod, we explore:What economic moats are and why they matterThe five types of moats: brand power, network effects, switching costs, cost advantages, and regulatory protectionHow to spot a company's moat through financial metrics like ROIC, gross margins, and free cash flowReal-world examples: Apple, Visa, Google, and cautionary tales like Blackberry and KodakHow finance teams like FP&A, valuation, and strategy roles protect and grow moatsThe future of moats: data, platforms, and the power of adaptabilityHow YOU can build your own personal career moat to stay competitiveIf you work in finance or strategy or are curious about how businesses stay competitive long-term, this episode is packed with practical insights.#EconomicMoats #CorporateFinance #BusinessStrategy #FPA #FinanceCareers #FinPod

In this episode of FinPod, we unpack one of the most critical topics in finance today: risk management. From inflation and interest rate hikes to global supply chain volatility, companies are navigating more uncertainty than ever, and effective risk strategies have become essential for survival and growth.If you're in FP&A, corporate strategy, or financial leadership, this episode will help you strengthen your company's defenses—and turn risk into opportunity.

In this episode of Careers in Finance, we sit down with Paul Barnhurst—also known as The FP&A Guy—to explore what it means to build a career in Financial Planning & Analysis. From his early days in procurement to leading FP&A functions across multiple companies, Paul shares how the role has evolved into one of the most strategic areas of corporate finance today.If you're exploring a future in FP&A—or wondering how to turn finance experience into something entrepreneurial—this is the episode to tune into.

Artificial Intelligence (AI) is rapidly reshaping corporate finance, moving beyond simple automation to become a powerful strategic partner. Discover how AI is fundamentally changing financial decision-making in this Deep Dive episode of Corporate Finance Explained (FinPod).Explore the AI transformation in finance, from AI-powered forecasting and dynamic financial modeling to real-time risk management, intelligent capital allocation, and sophisticated fraud detection. Learn how leading companies like JPMorgan Chase, Unilever, BlackRock, Goldman Sachs, Siemens, Procter & Gamble, and Airbnb are leveraging AI to gain a competitive edge. We also delve into the profound impact artificial intelligence is having on finance careers, redefining the skills and mindset required for the modern, data-driven strategic finance professional.Whether you're in FP&A, Treasury, Investment Banking, or any strategic finance role, understanding AI's impact is crucial. This episode unpacks how to harness the power of AI to think faster, act smarter, and drive lasting impact.

In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

Tune in for expert Cash Flow Management and Liquidity Strategy insights vital for Business Survival and sustainable Business Growth. This Corporate Finance Explained episode delivers essential Corporate Finance principles, focusing on Managing Cash Flow effectively for optimal Financial Health. Learn crucial Financial Management tactics.We analyze Cash Flow Forecasting techniques, strategic Scenario Planning for Finance, and practical Working Capital Optimization. Understand the critical Finance Strategy and Financial Planning differences that separate thriving businesses from those facing Business Failure. Explore why Profitability alone isn't enough without solid Cash Management.Study real-world examples: learn from the Cash Flow Problems leading to failure (Toys R Us, WeWork analysis) and the successful Liquidity Management and Working Capital strategies of industry leaders (Amazon Cash Flow Strategy, Walmart Inventory Management, Apple Cash Reserves). Equip your Finance Team, FP&A Analysts, and Finance Leadership with actionable Financial Analysis and Treasury Management strategies to protect and grow your business.

Looking to grow your treasury career or boost your qualifications?We've partnered with the AFP to offer $150 off both your CTP or FP&A study and exam registration – yes, that's $150 off each! Plus, we've got $150 off your AFP Boston 2024 conference ticket too.

Matt and Nic are back with another week of news and deals. In this episode:  Is dedollarization happening? The SEC's Division of Corporate Finance released a "Statement on Stablecoins" The US Justice Department has disbanded its National Cryptocurrency Enforcement team The SEC releases new guidance on securities offerings in crypto markets FDIC Chair relaxes rules on crypto activities at banks Paul Atkins is confirmed The SEC has approved options trading for spot ETH ETFs Tether is exploring a US stablecoin Janover is doing a Microstrategy for SOL strategy Michelle Bowman is launching a review of the Fed's failures in 2023 around the banking crisis What happened to Signature?  Matt's critter situation Content mentioned: SEC, Offerings and Registrations of Securities in the Crypto Asset Markets

By the year 2035, we will likely be able to utilize AI to crunch complex data sets and produce far more accurate predictions of the future, for everything from stock market fluctuations to consumer trends. Already, meteorologists are using AI to improve weather forecasting—for instance, by more accurately predicting when a hurricane will make landfall. But BCG's Alan Iny says this does not mean that business leaders will be able to dispense with planning for multiple scenarios. Predictions will never be perfect—and everyone will have access to the same tools—so strategic planning will remain critical even as it evolves in new ways. Learn More: Imagine This: https://lnk.to/imagine-this-general-show09Alan Iny: https://on.bcg.com/4fCNDo5 Are Leaders as Prepared for Strategic Risks as They Think They Are?: https://on.bcg.com/3AXqw8J BCG on Corporate Finance and Strategy: https://on.bcg.com/496c3Ek CEO Moments of Truth: https://on.bcg.com/ITMoT This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp