542.5: THREE for ONE Friday | CFOs: Chris Sands, Pavan Makhija, David Morris
Release Date: 10/25/2019
CFO THOUGHT LEADER
Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice ofPricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. The ambition to broaden his horizon and a hunger for new challenges led him to make a bold move to the United States, landing him first New York City. The shift from New Delhi’s familiar chaos to New York’s dynamic hustle coincided with a widening of Tibrewal’s finance lens. It was here, amidst the skyscrapers of Manhattan, that he began to embrace the complexity of technology companies...
info_outline 991: Transforming Investment Wisdom into Management Strategy | Jeff Bray, CFO, SemperisCFO THOUGHT LEADER
Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. At Semperis, Bray is applying this bit of...
info_outline Controllers Classified: Building high-performing global finance teamsCFO THOUGHT LEADER
In this episode of Controllers Classified, host Erik Zhou is joined by Katie Slattery, VP of Accounting and Corporate Controller at Fivetran. The conversation begins with Katie’s start in Ireland at KPMG Dublin as an auditor, and traces her path from auditor to accountant. Fun fact: Katie has been the first controller/accounting hire at several high growth companies! The conversation then pivots to Katie’s current priorities at Fivetran and how she translates company-wide KPIs into team specific goals around reliable data and control efficiencies. Katie also spends some time talking about...
info_outline 990: From Print to Platform: Strategic Shifts in a Digital Age | CFO Mitch PeipertCFO THOUGHT LEADER
Back in 2016, Mitch Peipert stood at a crossroads. With a career foundation deeply rooted in the precision and rigor of public accounting, Peipert had navigated his way through the financial landscapes of various companies, honing his CFO leadership and operational prowess. Yet, nothing could have prepared him for the arrival of a new, enigmatic force at Thomas Publishing—a dynamic CEO with eyes set firmly on the horizon of digital transformation. The news allowed a small degree of uncertainty to occupy Peipert’s mindset. A seasoned finance professional, he was adept at managing numbers...
info_outline 989: The Homecoming: A Tale of Growth, Leadership, and Return | Jeremy Johnson, CFO, DayforceCFO THOUGHT LEADER
Back in September of 2021, Jeremy Johnson, Senior Vice President of Finance at Ceridian (now Dayforce), decided it was time to test his mettle—a decision that led him far from where he began, only to return with a leadership perspective somewhat different from what he expected. Determined to challenge himself and expand his horizons, Johnson left the familiarity of Ceridian, where he had steadily advanced his career for the past nine and a half years, to accept a CFO position with SmartRecruiters. Johnson’s test, however, was about to grow exponentially. At SmartRecruiters,...
info_outline Driving Value Beyond the Balance Sheet - A Planning Aces EpisodeCFO THOUGHT LEADER
This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in product development, market strategy, and operational execution. This episode features the FP&A insights and commentary of CFO Jeff Woolard or Velocity Global, CFO Aaron Alt of Cardinal Health and...
info_outline 988: The Quest for Sustainable AgTech| Bob Houghton, CFO, Pivot BioCFO THOUGHT LEADER
In the heart of a bustling paper mill, where the scent of fresh pulp intermingled with the hum of machinery, Bob Houghton kicked off his finance career. Fresh out of college and a number of states removed from his Minnesota roots, Houghton understood the intricate dance of departments working in unison to produce everyday paper essentials. It was here, in the domain of plus-size machines, that he began to embrace the value of stepping beyond comfort zones for growth. His journey from starting within the paper mill’s diligent production ethic to becoming finance leader at Pivot Bio is a...
info_outline 987: May The Road Rise To Meet You | Jennifer Loo, CFO, TalaCFO THOUGHT LEADER
Back in 2009, with a law degree in hand along with some frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom would not only challenge and meet Loo's career ambitions head on, but give rise to an entire career path, bringing with it her education, distinct capabilities, and potential. Suddenly, her diverse background, bridging the analytical rigor of consulting with the...
info_outline Special Episode: Evan Goldberg Talks: The Evolution of NetSuite and Embracing AICFO THOUGHT LEADER
In a special episode of CFO Thought Leader, host Jack Sweeney converses with Evan Goldberg, Founder and Executive Vice President of Oracle NetSuite, during this month's SuiteConnect conference in NYC. Goldberg reflects on the company's 25 year journey, emphasizing its foundational vision that championed a unified business management suite. Goldberg also sheds light on the invaluable mentorship from Larry Ellison, Oracle's co-founder, which uniquely positioned NetSuite for success. As the discussion unfolds, Goldberg candidly shares his evolution from a product-focused executive to...
info_outline 986: Blending Finance with Operational Ingenuity | Erin Sawyer, CFO, CertiniaCFO THOUGHT LEADER
Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer’s professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer. She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting. Her initial steps into the corporate world at Honeywell Aerospace as a cost accountant laid the groundwork for years...
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