The following is a Holiday Replay of a popular 2022 episode. Last October, shortly after being named CFO of machine learning start-up MOLOCO, Brandon Maultasch decided to forgo yet another welcome coffee to instead engage with a wide flock of MOLOCO employees on the virtues of discounted cash analysis. “The last thing you want a new people leader talking to the entire company about!,” confesses Maultasch, before launching a stirring defense of the fall discussion that he refers to as a “teach-in...
Dec 28, 2022•57 min
The following is a bonus replay of one of 2022's popular episodes. When Herald Chen was growing up in a town not far from Pittsburg, he dreamed of someday running the small town’s steel mill. Years later when he was graduating from the University of Pennsylvania, the steel mill no longer occupied Chen’s maturing career aspirations. “My two job offers were to either go make soap for Procter & Gamble at a manufacturing plant in Baltimore or go to Wall Street,“ remembers Chen, who adds that the...
Dec 25, 2022•43 min
Brett & Jack discuss what might be a popular response to employees "quiet quitting" or what among managers has been dubbed "quiet firing" - the withdrawal of coaching, support and career development to an employee, which results in pushing the employee out of an organization. This episode’s featured Workplace Champions share their different perspectives on how to manage their organization’s talent as a collective unit. Brett believes that human capital pain points are challenging finance lea...
Dec 23, 2022•44 min
Back in the year 2000, as Arthur Andersen saw a stream of young accountants exit the firm to join dotcom start-ups, Kevin Rubin’s workload continued to escalate as the public accounting firm felt the pinch of a constricting workforce. Nevertheless, Rubin’s career ambitions remained in lockstep with the public accounting house. In fact, even today he believes that he may have stuck with Andersen had the accounting house not collapsed in the aftermath of the Enron scandal. Andersen’s fate, the imp...
Dec 21, 2022•55 min
It was nearly 18 years ago that Icertis CFO Rajat Bahri stepped into the CFO office for the first time. Thus began a stretch of time that Bahri, not unlike many of his CFO peers, has populated with various distinguished CFO career chapters ranging from 3 to 5 to 8 years in duration. Still, for Bahri, "18 years" means more than this, as it also represents the amount of time he invested prior to receiving a CFO appointment, making it a worthy touchstone with regard to which we can seek out some th...
Dec 18, 2022•50 min
If you had told Brian Gladden in 2006 that he would shortly be working for a Saudi crown prince, the 14-year GE finance veteran may have replied using a shorthand equivalent to “when pigs fly.” As a GE finance executive, Gladden had served in a string of senior roles, including a number in which he reported directly to GE CEO Jeff Immelt. Nevertheless, when GE announced in 2007 that it had signed a definitive agreement to sell GE Plastics to Saudi Basic Industries Corporation (SABIC) in a deal v...
Dec 14, 2022•46 min
Back in 2009, as businesses navigated the repercussions of Wall Street’s collapse, Razzak Jallow found himself standing at a departure gate with a boarding pass that read simply “SaaS.” To be clear, Jallow had just nabbed a spot on Adobe Inc.’s Creative Suite finance team, and the journey on which he and his colleagues were about to embark was the software company’s migration from a perpetual, boxed software model to one based on SaaS subscriptions. While Adobe was not alone, and the path to Saa...
Dec 11, 2022•46 min
When Checkout.com CFO Céline Dufétel tells us that her career decision-making has been driven not so much by titles or status but by an inner push to acquire the next level of skills or types of skills, we can’t help but note a mysterious coincidence. It seems that a former McKinsey & Company partner had just shared the exact same thought with us almost word for word. Moreover, so, too, had a former CFO of T. Rowe Price. Of course, there’s a sound explanation for this concurrence, and—much l...
Dec 07, 2022•35 min
Jim Moylan is perhaps our first CFO guest to list the leasing of oil rigs as one of the experiences that best prepared him for a CFO role. Of course, he makes it clear that the experience is worthy of mention not so much because of what he was selling but because he was selling at all. “The best way to learn what a company does and understand its value proposition is to be a salesperson, and I have told this to people everywhere that I’ve been,” comments Moylan, whose stint as a salesman helped ...
Dec 04, 2022•45 min
To grow efficiently businesses must have legibility across the organization, explains Airtable CFO Ambereen Toubassy, who tells us legibility can only be achieved by having everyone throughout the business using the same metrics. Along the way, Toubassy says finance leaders must ensure their organization’s data capture is being conducted correctly and consistently. It may sound easy, but as this episode’s three Planning Aces reveal achieving legibility is a growing business presents daily challe...
Dec 02, 2022•41 min
Shana Veale had been working in the Albuquerque, New Mexico, office of Arthur Andersen for only about 8 months when the 88-year-old stalwart accounting house collapsed. Being a recent college graduate at the time, Veale tells us, she really didn’t grasp all of what the news headlines attempted to convey as the turn of events surrounding the Enron scandal unfolded. “We began having these weekly calls internally to discuss the circumstances, but then the cuts came in May and I no longer had a job,...
Nov 30, 2022•27 min
After Chip Zint jumped two levels in NCR Corp.’s retail division finance hierarchy, he couldn’t help but savor the moment while reflecting on the fact that his career years thus far—including nights and weekends studying for an MBA—had all been put to good use. Still, while altitude matters when it comes to career leaps, where you land in an organization—and when—sometimes matters more. In Zint’s case, his arrival as sales finance head for NCR’s retail division coincided with the completion of o...
Nov 27, 2022•48 min
Brett & Jack discuss the workforce rantings of Elon Musk and the new Twitter owner's November 16th deadline for employees to decide whether to leave or stay. Is Musk's leadership style solely responsible for the turmoil at Twitter or are there other contributing factors? This episode's featured Workplace Champions expose how leaders seek to optimize work environments to empower people to do their best work. While Jack views the talent mind set of each of the three featured finance leaders as...
Nov 23, 2022•48 min
When Jonathan Carr first walked through the doors of the Stryker Inc. plant in Arroyo, Puerto Rico, the boyish newbie accountant no doubt turned the heads of a few managers. Having finished college only about 18 months earlier, Carr was now the accounting and finance “lead” for a major software implementation under way at the medical device manufacturer’s Puerto Rican plant. To succeed in his new role, Carr would need to have local managers as well as senior IT executives walk him through the ma...
Nov 20, 2022•35 min
Few finance leaders have better revealed to us the career-transforming powers of IPOs than CFO Tony Tiscornia. Turn back the clock to 2015, and Tiscornia is the accounting-minded VP of finance for spend management software company Coupa. “I was really a controller—a business controller, but still a controller,” explains Tiscornia, who notes that his world began to change following the appointment of Todd Ford as CFO. Read More Ford, a finance leader with a rich IPO resume, would join Coupa as CF...
Nov 16, 2022•35 min
In March 2020, when Eli Lilly announced that it would begin providing drive-through COVID testing services to the state of Indiana’s healthcare workers, more than a few hospital administrators likely scratched their heads. After all, the giant pharma company was not in the business of providing healthcare services, any more than it was a medical device manufacturer. Still, drive-through testing turned out to be just the most recent offshoot of an effort under way inside a specialized facility at...
Nov 13, 2022•1 hr
When Brett Powell is asked what distinguishes his day-to-day role as a finance leader inside the world of academia from that of his CFO peers residing within industry, Powell without hesitation says, “Complexity.” Aware that such a one-word answer would likely summon only more questions, Powell continues: “Essentially, when you think about it, we’re running a city … we house people, we feed people, we provide them with utilities. Everything that’s required to run your hometown needs to be replic...
Nov 09, 2022•43 min
Evan Goldstein tells us that it was at the end of another long day—after a week of long days—as he was walking to the parking lot adjacent to Genentech’s offices that he received a “gut punch.” Becoming more self-aware of others is something that many finance leaders have told us that they have needed to lean into during their career, but few have shared with us the pivot to self-reflection as vividly as Goldstein, whose multi-decade finance career boasts an unusual dual-chamber architecture cen...
Nov 06, 2022•59 min
A brief summary of this episode
Nov 04, 2022•44 min
We can’t help but cringe when a finance leader tells us that they don’t want to be known as “the CFO of ‘No’”—that shopworn characterization of CFOs who seem to enjoy giving thumbs down verdicts. So, we were pleased when CFO Jim Morgan of CallRail steered clear of the trite trope when he recently joined us as a return guest. Nonetheless, we were still curious as to what has replaced the iconic “thumbs down” when it comes to finance leaders projecting their diligence onto the monitoring of risk a...
Nov 02, 2022•29 min
When Ambereen Toubassy decided that it was time to start up her own hedge fund, it's likely that no one cast doubt on the experienced investor’s grand plan. That is, no one except Toubassy herself. After 7years as an investment banker with Goldman Sachs and a dozen running hedge funds, Toubassy says, she told herself, “Okay, this is a moment, I have a track record, I should start my own hedge fund.” Thus with some freshly drafted marketing collateral in hand, she initiated the early round of dis...
Oct 30, 2022•42 min
When Darren Cooper was named CFO of Reveal Group of Melbourne, Australia, in 2019, there was no friendly board member or executive recruiter seeking kudos for having completed a successful a CFO search. Instead, Cooper says, his twist of fate was due to a personal relationship that he had established with Reveal management after his prior company, Adcorp Holdings, had hired Reveal to provide it with services inside the intelligent automation realm. Originally from South Africa, Cooper had been c...
Oct 26, 2022•35 min
Gillian Sheeran’s was perhaps 17 years into an illustrious finance career and on her second CFO tour of duty when she finally met the limits of her CFO superpowers. These powers had first guided her into a CFO role at the tender age of 32, where during her tenure she would help to turn a 200-employee IT consulting firm into a global business with 850 workers and eight offices in six countries. Next, she added a turnaround chapter to her CFO resume when she helped to design and implement new proc...
Oct 23, 2022•49 min
If, as the old maxim suggests, “life” is what happens to us while we are busy making other plans, Adil Syed’s other plans most likely did not include Snap Inc—or at least they didn’t when he first headed east to attend business school. Having spent the previous 3 years at Redpoint Ventures helping to raise capital for such tech gladiators as Stripe and Zendesk and 5 more at Goldman Sachs as a financial analyst, Syed was ready to have a typical business school experience in which he’d spend his d...
Oct 19, 2022•51 min
It was after Ross Muken had been gainfully roaming the corridors of equity research for more than a dozen years that the acquisition of his firm administered a dose of operations insight that began to feed his aspirations to become a CFO. At the time, Muken was a top research analyst for ISI Group, an independent, research-driven trading firm that had begun to attract the attention of a number of the investment banking world’s largest banks—including Evercore, which in August 2014 acquired ISI a...
Oct 16, 2022•52 min
Brett & Jack discuss how hiring challenges have led certain organizations to be more tolerant of poor employee behaviors – a development that could be putting growing numbers of businesses at risk. Meanwhile, Brett points out that new hires continue to fetch bigger salaries creating an imbalance with existing employee salaries. Also, performance is not driven by talent alone. Brett says product issues are sometimes thought to be talent issues leading management to put in motion a string of m...
Oct 14, 2022•41 min
Inside the world of trade associations, the135-year-old American Coatings Association’s has never wavered in its dedication to advancing the needs of professionals inside the paints and coatings industry. However, ACA members—like those of many associations these days—are becoming increasingly demanding when it comes to the value that they receive in exchange for their dues. “In the old days, belonging to an industry association was a badge of prestige, and it was something that people felt that...
Oct 12, 2022•40 min
Among the recruitment milestones that populate Bryan Morris’s CFO resume, few can match the 6-month talent acquisition binge that he launched during the first quarter of 2015. “In terms of key hires, I never hired faster than I did then,” comments Morris, as he begins to lay out the circumstances that led to his need to speedily attract and hire talent. At the time, Morris was the newly appointed CFO of Xamarin, a creator of software tools used for mobile apps development. This firm, then led by...
Oct 09, 2022•46 min
When JJ Pace tells us that he was hired in 2002 to build and eventually lead a finance team that would create and implement monthly budgets for a four-location building materials company located within Charlotte, North Carolina’s greater metro area, the sense of accomplishment that he exudes never falters even when he eventually confides: “In the end, I was the last employee there.” It turns out that Pace’s 5-year stint as a controller (2002–2007) for Build It With Brick of Greater Charlotte was...
Oct 05, 2022•27 min
When Mike Taylor mentions the customer experience during our talk, his intent—unlike that of many of his CFOs peers—is not to boast of some vast reservoir of data from which customer insights are routinely being gleaned. Instead, he brings this up to let us know that there are some things that finance still struggles to see and measure. This is a startling admission from a finance leader who has already drawn our attention to his sharp lines of sight into the CFO role with the comment “Making ce...
Oct 02, 2022•55 min
