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 the...
Nov 23, 2022•48 min•Transcript available on Metacast 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...
Nov 21, 2022•36 min•Transcript available on Metacast 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 Coup...
Nov 16, 2022•36 min•Transcript available on Metacast 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 faci...
Nov 14, 2022•1 hr 1 min•Transcript available on Metacast 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 r...
Nov 09, 2022•44 min•Transcript available on Metacast 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 07, 2022•1 hr•Transcript available on Metacast A brief summary of this episode
Nov 04, 2022•44 min•Transcript available on Metacast 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 monitor...
Nov 02, 2022•30 min•Transcript available on Metacast 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...
Oct 30, 2022•43 min•Transcript available on Metacast 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•34 min•Transcript available on Metacast 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•50 min•Transcript available on Metacast 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•Transcript available on Metacast 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 acquire...
Oct 16, 2022•53 min•Transcript available on Metacast 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 misgu...
Oct 15, 2022•40 min•Transcript available on Metacast 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•41 min•Transcript available on Metacast 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...
Oct 09, 2022•47 min•Transcript available on Metacast 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•28 min•Transcript available on Metacast 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•56 min•Transcript available on Metacast Steve and Jack discuss the data tsunami that many organizations are now facing and what steps finance executives can take to replace their historical, backward-looking, "batch mode" thinking with more proactive approaches that will allow finance teams to achieve more predictive outcomes. This episode's distinguished Planning Aces reveal the leadership mindsets and approaches now driving the shift away from batch mode. Featuring FP&A insights and commentary from CFO Claire Bramley of Teradata, CF...
Sep 30, 2022•40 min•Transcript available on Metacast Rob Young remembers that back in 2001, when he joined the incoming class of newbie accountants at KPMG’s Short Hills, New Jersey, office, there was a 5- to 6-year age difference between his KPMG classmates and himself. “It was a situation where a 23-year-old was telling me what to do, but at the same time, they had more experience than I then did,” comments Young, whose arrival inside the public accounting realm stands as a professional milestone rarely found on the resume of our CFO guests. &nb...
Sep 28, 2022•1 hr 2 min•Transcript available on Metacast Several years ago, when CFO Anna King first began to champion the benefits of real-time data, she recalls a sudden clamor around new customer activity afforded her the consensus-building moment for which she’d been waiting. At the time, King worked for Transactis, a payment processing company that she had first joined in 2011 as a controller. A year later, after having helped to raise the company’s Series C financing, she found herself being appointed CFO. “I was completely shocked—but I wa...
Sep 25, 2022•43 min•Transcript available on Metacast When Andrew Gehrlein is asked about experiences that prepared him for a finance leadership role, one week from his 25-year career climb quickly comes to mind. Back in 2008, Gehrlein was a controller with ERICO International Corp., a manufacturer of specialized electrical components engineered to better foster a building’s safety. “Construction companies used us to ensure the safety and integrity of their buildings, and, as a result, we commanded premium margins in the manufacturing indust...
Sep 21, 2022•47 min•Transcript available on Metacast We are nearly at the end of our talk with CFO Tracy Curley when she mentions her two adult children. “I’m really blessed that they knew how important my career was to me when I was raising them,” remarks Curley, who recalls that during their younger years, it was not unusual for the children to find their mother in bed late at night answering emails on her laptop. Suddenly, the questions populating the margins of our handwritten notes no longer seem to nag at us. Why did she work for KPMG as lon...
Sep 18, 2022•51 min•Transcript available on Metacast Turn back the clock to the mid-1990s, and Aaron Hartwig is standing behind the front desk of a Las Vegas hotel, checking in guests and welcoming them to the always spirited city. “I always loved hospitality—I love the idea of having people come to your property to enjoy themselves,” reports Hartwig, who first landed in “guest services” as a recent college graduate with a degree in hotel administration. Still, at the time, he remained uncertain with regard to within which functional area in hospi...
Sep 14, 2022•40 min•Transcript available on Metacast When Kate Bueker first left the world of investment banking for a corporate finance role, she was ready to savor the fabled congruity that a business finance career often offers. “I felt that what would be more interesting and motivating to me would be more consistent,” recalls Bueker, who shortly after joining Akamai Technologies in 2007 became the first business finance executive to become “embedded” with the technology company’s network team. “At the time, Akamai’s cost of goods sold—which wa...
Sep 11, 2022•45 min•Transcript available on Metacast Brett & Jack discuss why organizations must have a value proposition for their employees. This episode each of our featured Workplace Champions gives us different perspectives on what they've done to help attract human capital to their organizations. Again, the question management teams need to be asking: What's the value proposition that will help us attract the best talent? This episode features the workforce insights and commentary of CFO Claire Bramley of Teradata, CFO Rajesh Gupta of OakNor...
Sep 09, 2022•45 min•Transcript available on Metacast Unlike many CFOs who tell us that their finance career paths did not intersect with the investor relations (IR) function until shortly before their arrival in the CFO office, Chuck Triano relates that his actually began inside the IR function. In fact, most of the experiences that he credits with shaping his finance leadership portfolio were gleaned during a multi-chapter IR leadership career. Still, Triano’s expansive IR resume is not unusual among life sciences CFOs, who say that high-calorie ...
Sep 08, 2022•1 hr 9 min•Transcript available on Metacast When Samsung acquired Stamford, Connecticut-based Harman International for $8 billion in cash in 2017, it was not the first time that the South Korean company’s appetite for convergence IP had intersected with the career path of Harman CFO Sandra Rowland. A little more than 7 years earlier, Samsung executives had sat across the table from Rowland when she was head of corporate FP&A for Eastman Kodak in Rochester, New York. At the time, Kodak was busily negotiating IP licensing deals with sev...
Sep 06, 2022•42 min•Transcript available on Metacast The expression “accelerated learning” has been used by a number of our recent CFO guests to distinguish periods within their careers when circumstances demanded a hastened pace of knowledge gain. For Jamie Britton, this period of time began when an economist at SunTrust Bank pulled him into a conference room and offered him a position on a newly formulated team being tasked with supporting the bank’s senior management in the midst of the economic downturn. “All eyes were on capital adequacy due ...
Aug 31, 2022•43 min•Transcript available on Metacast From the very start of our talk with CFO Claire Bramley, she let us know that she has long been part of the bigger conversation represented by the everyday back-and-forth discourse that punctuates decision-making inside a business. “I’m always saying that If you can’t explain it to the business, if you can’t explain it to a customer, it doesn’t matter how great your insight or idea is—if they don’t get it and you can’t communicate it, then it’s wasted,” explains Bramley, whose June 2021 appointm...
Aug 28, 2022•53 min•Transcript available on Metacast 
