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CFO THOUGHT LEADER

The Future of Finance is Listening

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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
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Drinks Noise

Mike McGrail

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The Drinks Noise Podcast is a show about spirits/drinks marketing, hosted by Mike McGrail, a whisky marketing specialist. It features guests from the industry and covers topics such as - branding, e-commerce, the on-trade, drinks innovation, digital marketing and more. There's something to learn for drinks marketers of all experience levels. Sign-up for email alerts and added-value content - https://drinksnoise.com/ and follow on Instagram - https://www.instagram.com/drink
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Welcome back Tim Ansell! Tim’s past appearances and previous work Discussing Tomu on 375 Discussing Fomu on 456.3 Discussing the open source PDK on 501 Tim’s previous work at Google involved releasing a manufacturable open-source PDK (Process Development Kit), which contains the fundamental information needed to create integrated circuits. Key open…
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On her first day as CFO of UHY, Laura LaPeer asked a simple question: “Do you guys do Copilot?” She had grown accustomed to using Microsoft’s AI assistant for tasks ranging from summarizing documents to creating slides, and she wanted it in place immediately. The request, she tells us, reflected both her pragmatism and her view that technology shou…
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In 2018, Brex made a defining decision: rather than rely on middleware providers like Stripe or Marqeta, it built its own payments infrastructure from the ground up. That move, Ben Gammell tells us, gave the company a direct integration with MasterCard and the ability to issue corporate cards in “over 50 plus local currencies.” The choice, he expla…
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When Damon Lee reflects on his first conversations with C.H. Robinson’s CEO, he recalls how natural the alignment felt. “We spoke the same language. We were finishing each other’s sentences,” Lee tells us. For a finance leader whose ambition had long been to step into the CFO chair, the clarity of vision he encountered at Robinson made the opportun…
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Dave bought a lemon laptop Chris officially has solar that is installed, working, and is effectively an appliance at this point… Duke Energy and North Carolina nuclear mix The impact of batteries on the grid The Duck Curve is something Chris and Ari discussed on ep650 Open circuit voltage on panels Dave did a repair on a tennis ball machine Chris d…
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When Holly Grey first examined Horizon3.ai, she saw more than a cybersecurity startup. She saw a technology that could change the way companies safeguard themselves. Traditional pen tests, she tells us, are human-driven, vary widely by auditor, and usually happen just once a year. Horizon3.ai, by contrast, “started out as a technology alternative t…
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At 30, Jay Peir stepped into the CFO role at SunPower, a high-efficiency solar cell manufacturer. The appointment came after leading M&A and venture investments at Cypress Semiconductor, where SunPower was the largest portfolio company. “I had my first CFO experience at the age of 30,” Peir tells us, recalling how corporate development responsibili…
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When Craig Foster talks about artificial intelligence, he begins with scale. Pax8, the enterprise marketplace where he serves as CFO, connects vendors like Microsoft and CrowdStrike with 43,000 managed service providers. Those MSPs, he tells us, serve between 700,000 and 800,000 small and midsize businesses worldwide. Against that backdrop, Foster …
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The pivot began when Jim Rogers raised his hand. Groupon was shifting from mobile daily deals to a goods business in Europe, and—still early in his career—he volunteered to help lead the finance work. That step, he tells us, bridged his path from technical accounting into FP&A and set a pattern: seek out the build stage, then make finance a partner…
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In this Planning Aces special, three finance leaders map how AI is moving FP&A from dashboards to decisions. Andrew Casey (Amplitude) shows agents automating analytics, experiments, and order-to-cash checks to democratize insight and speed action. Eric Brown (Cohesity) contrasts AI’s capital intensity with the cloud era and spotlights an “epic data…
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Chris Miorin’s path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years my senior.” The c…
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During what he calls a “terrible soccer game” his son was playing, Ademir Sarcevic picked up a recruiter’s call that would change his career. The game was lopsided, but the timing was fortunate. Within months, Sarcevic was interviewing with Standex International’s leadership team. By 2019, he was CFO of the diversified manufacturer, helping guide a…
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Welcome back Todd Bailey of Starlight Engines, now Muon Space! (11 years later) Todd was on Episode 194 of The Amp Hour, when he was consulting in the art and design space and building instruments like Where the Party At (WTPA). He was designing ‘robot doors’ for Calvin Klein’s house, discussed last time. Through Andy Reitano, Todd learned about a …
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In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founder Marc Benioff to Intel’s Andy Grove, Cisco’s John Chambers, and Apple’s Steve Jobs, these finance leaders share the moments when vision collided with…
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Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a restatement…raised zero,” he tells us. Elevated to CFO, he faced layoffs of two-thirds of staff and operating margins at -40%. Over three years, Brown…
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In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during Amazon’s early growt…
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When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–…
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Dave is starting a new project for a lab timer called the uTimer Timelapse Geerling videos about clocks Mitxela clock Transflective displays Dave is looking at LCDs like this one Dropping Rs vs Ls Font chip .5mm pin pitch on the connectors Chris is making a new breakout board that is effectively a sensors shield for a Bluetooth chip. It’s the first…
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In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Rettig (Bill), and Josh Schauer (insightsoftware) share how they’re driving enterprise agility, leveraging AI to eliminate inefficiencies, and rethinking c…
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Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to navigating ad spend, pricing strategies, and fragile supply chains amidst tariffs, Richie offers a unique operator’s perspective on what it takes to dri…
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Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list of missing elements: no functioning comp plan, no partner ecosystem, and no clear strategy for scaling sales. “Whenever people said they didn’t know ho…
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Welcome Back, Andrew Seddon! Founder and CEO of CircuitHub. Andrew was first on episode 131 of The Amp Hour CircuitHub has a partnership with Worthington Assembly Worthington and CircuitHub host the Pick Place Podcast Mimicing silicon manufacturing Common parts library Setting the factory up to have only 50k SKUs in house for speed of loading / att…
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When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the course…
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When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future. ClickUp is not just a place where work is tracked, Zhang tells us—it’s “where work happens.” The company com…
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When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model. It was a hands-on …
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