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34 episodes

CFO THOUGHT LEADER

by The Future of Finance is Listening · English

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 their own leadership paths across the enterprise and take inspired action.

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1229: Finding the True Cost of Connectivity | Sarah Taylor, CFO, MCNC

Episode 1229 features CFO Thought Leader host Tom Steer interviewing Sarah Taylor, CFO of MCNC (a North Carolina nonprofit that owns/operates a 5,000-mile fiber optic network).

11 Nov 2026 · 28m · 14 chapters

1228: The New Economics of SolarWinds | Samuel Monti, CFO, SolarWinds

The evolution of the CFO into a strategic “architect and builder,” and how SolarWinds is using operations-focused finance plus agentic AI to grow recurring revenue and improve IT…

8 Nov 2026 · 59m · 20 chapters

1227: Scaling an Apparel Brand: The CFO's Capital Allocation Challenge | Neely Rosen, CFO, Greyson Clothiers

How a CFO at a growing apparel brand handles capital allocation when investments (stores, product development, people/systems) come before returns; how AI changes finance work (asking better…

4 Nov 2026 · 36m · 14 chapters

1226: Anaplan's Growth Equation: AI, Profitability, and Scale | Hemant Kapadia, CFO, Anaplan

How AI is changing finance decision-making and forecasting, and how Anaplan uses AI-driven scenario planning plus “daily close” visibility to manage revenue complexity from…

1 Nov 2026 · 1h · 24 chapters

Evan Goldberg on the End of ERP as We Know It

Evan Goldberg argues “ERP as we know it is over,” driven by AI that replaces complex UI, enables natural-language access, accelerates implementation, and makes ERP more autonomous.

29 Oct 2026 · 24m · 6 chapters

1225: Nix the Clicks: Building a Finance Function That Manages by Exception | Steve Fox, CFO, Every Man Jack

Every Man Jack’s CFO Steve Fox explains how finance is scaling productivity by “managing by exception” using AI agents, command centers, and connected data.

28 Oct 2026 · 29m · 16 chapters

1224: Building a Cybersecurity Leader for the AI Era | Joe Iantosca, CFO, Cyera

Joe Iantosca, CFO of Cyera, discusses building a cybersecurity leader for the AI era—how finance should stay involved across the growth funnel (product ideation through customer lifecycle), when to…

25 Oct 2026 · 39m · 18 chapters

1223: Scaling Sokin: Beyond the First $100 Million | Tom Steer, CFO, Sokin

Sokin’s scaling challenge near $100M revenue—how to rethink systems, capital allocation, and finance operations to grow from ~$100M toward much larger scale, while using AI to reduce treasury and…

21 Oct 2026 · 52m · 21 chapters

1222: Scaling Through Acquisitions, Integration, and AI | Kara Childress, CFO, Vensure Employment Solutions

Kara Childress (CFO/president of Vensure Employment Solutions) discusses scaling via acquisitions—especially integration—while redesigning finance for visibility, efficiency, and growth.

18 Oct 2026 · 49m · 19 chapters

1221: Rebuilding Bread Financial’s Capital Foundation—And What It Made Possible | Perry Beberman, CFO, Bread Financial

Perry Beberman, CFO of Bread Financial, explains how consumer lending decisions are made amid “healthy tension” between revenue growth, credit-risk limits, and finance’s return-on-equity targets.

14 Oct 2026 · 48m · 20 chapters

1220: At Hippo, Growth and Risk Work Together | Guy Zeltser, CFO, Hippo Insurance

Hippo Insurance’s CFO Guy Zeltser discusses how growth and risk management work together, including why Hippo sometimes improves performance by deliberately shrinking certain lines, how retaining…

11 Oct 2026 · 47m · 20 chapters

The New Economics of Revenue | Sam Chung, Chief Customer Officer, Salesforce

How revenue economics are changing as companies shift from predictable subscription to consumption/outcome-based models, increasing revenue complexity and volatility; what that means for CFO…

7 Oct 2026 · 50m · 18 chapters

1219: Building a Health Plan Around What People Actually Do | Tami Wilson-Ciranna. CFO, Curative

Curative’s health insurance model built around removing financial barriers to preventive care, and the CFO challenges of proving that “spending sooner” lowers total cost.

4 Oct 2026 · 48m · 26 chapters

1218: Why Pegasystems Is Betting on Work, Not Tokens | Ken Stillwell, CFO, Pegasystems

How CFOs become strategic by building trust inside the business; Pegasystems’ cloud/AI strategy and why it avoids token-based AI pricing.

30 Sep 2026 · 49m · 23 chapters

1217: A Sharper Portfolio, A Clearer Capital Story | Brittany Cerwin, CFO, Middleby Corporation

Middleby’s portfolio sharpening and capital allocation after separating food processing and selling part of residential; how CFO leadership, investor storytelling, revenue visibility,…

27 Sep 2026 · 42m · 16 chapters

People and Places: The Geography of a CFO Career

How geography shapes CFO careers, plus a bonus segment on AI’s value in finance and revenue complexity.

23 Sep 2026 · 38m · 9 chapters

2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

Ryan Roccon, CFO/COO of Zapier, discusses how to fund “agentic automation” investments with financial discipline, why AI needs an operating model (not just models), and how Zapier runs AI-built…

20 Sep 2026 · 49m · 21 chapters

When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting

How AI is reshaping enterprise performance management (EPM) decisions, and what CFOs should ask to separate real capability from marketing while technology boundaries blur across EPM, BI, data…

18 Sep 2026 · 28m · 12 chapters

1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade

How CFOs should make “long game” investment decisions when projects are interconnected (not independent ROI stack-ranking), especially with AI opportunities that may take years to pay off.

16 Sep 2026 · 50m · 18 chapters

1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri

Jack Gordon, CFO of Harri, discusses building a “forward finance” foundation for AI—why data readiness and operating model matter—while sharing Harri’s AI-first workforce operating system for…

13 Sep 2026 · 57m · 18 chapters

1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge

How CFOs should use “constructive tension” and transparent economics to drive sharper decisions during transformation, and how finance can support AI-enabled research and revenue models without…

9 Sep 2026 · 54m · 20 chapters

1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti

Dan Barzily, CFO of Tipalti, explains how finance strategy and working-capital mechanics are reshaped by go-to-market decisions, and how Tipalti’s AI-powered finance automation platform targets…

6 Sep 2026 · 37m · 19 chapters

1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

Episode 1211 features CFO Jonathan Ma of Sutter Health. Topic: how finance leaders balance “means and will” to fund mission-driven growth amid rising costs, complex reimbursement, and early-stage AI…

2 Sep 2026 · 40m · 18 chapters

1210: The Best Trade May Be the One You Don’t Make | Shiv Verma, CFO, Robinhood

How CFOs should exercise “healthy discipline” by knowing when not to invest or approve spending—using trading/investing judgment as a framework for operating decisions.

30 Aug 2026 · 54m · 18 chapters