Cfo Thought Leader

28 episodes scanned. 24% of ad slots promote the show's own products.

Recent Episodes

1. 1226: Anaplan’s Growth Equation: AI, Profitability, and Scale | Hemant Kapadia, CFO, Anaplan

   Nov 2, 2026

   Hemant Kapadia, CFO of Anaplan, discusses his path from semiconductor engineering through 14 years at General Electric to CFO roles, including a carve-out IPO and sale at Sun Edison. He covers Anaplan's post-2022 private-equity-backed shift toward profitability, its AI-driven planning platform, and its internal AI Readiness program for redesigning processes. The conversation also touches on AI pricing models, how daily financial visibility supports mid-quarter decisions, and his leadership lessons.

2. Evan Goldberg on the End of ERP as We Know It

   Oct 29, 2026

   Evan Goldberg, founder and executive vice president of Oracle NetSuite, discusses how AI is changing ERP software at SuiteWorld 2026 in Las Vegas. He describes three shifts: AI as the primary user interface, ERP tailored to individual businesses, and systems that perform work autonomously with human approval. The conversation also covers faster implementations through NetSuite's Quick Start and SuiteExpress, the move from periodic to continuous financial close, and how the CFO's role may shift toward strategic decisions.

3. 1225: Nix the Clicks: Building a Finance Function That Manages by Exception | Steve Fox, CFO, Every Man Jack

   Oct 28, 2026

   Steve Fox, CFO of Every Man Jack, discusses how the men's grooming brand's finance team has handled roughly triple the transaction volume with the same five people since 2021. He describes the "Nix the Clicks by 26" initiative, which uses automation and agents to move staff from transacting to managing exceptions through functional command centers. The conversation also covers his career path from public accounting to CFO roles, the company's private equity ownership under Carlyle Group, the NetSuite implementation, and the AI oversight committee created to manage employee-built tools.

4. 1224: Building a Cybersecurity Leader for the AI Era | Joe Iantosca, CFO, Cyera

   Oct 26, 2026

   Joe Iantosca, CFO of Cyera, discusses his path from Morgan Stanley and early tech finance roles through Palantir and BetterCloud, where he expanded into the COO role. The conversation covers how Cyera, an AI data security platform serving large enterprises, makes money and allocates investment, including its seven acquisitions and how finance engages with go-to-market and customer lifecycle decisions. He also describes using AI in finance operations and his priorities for the coming year: adaptability, financial discipline, and commercializing new products.

5. 1223: Scaling Sokin: Beyond the First $100 Million | Tom Steer, CFO, Sokin

   Oct 21, 2026

   Tom Steer, CFO of Sokin, discusses his nonlinear path from audit and M&A advisory at Deloitte through corporate development at World Remit and investment banking at FT Partners to the CFO seat. He describes Sokin's cross-border payments and embedded-finance business, its revenue model built on FX take rates, and the challenge of allocating capital across Europe and North America as the company approaches roughly $100 million in run-rate revenue. The conversation also covers building a finance team, forecasting embedded-product volumes, and using real-time data as a CFO.

6. 1222: Scaling Through Acquisitions, Integration, and AI | Kara Childress, CFO, Vensure Employment Solutions

   Oct 19, 2026

   Kara Childress, CFO and President of Vensure Employer Solutions, discusses her career path from public accounting to COO, then CFO and president, and how the company has completed roughly 120 acquisitions in about eight years. She explains the company's roughly 1,400-step integration process, its integration accounting team, and how finance reporting is built into each acquisition from month one. The conversation also covers the company's global expansion, AI tools in its HCM platform, and her priorities for retention and organic growth.

7. 1221: Rebuilding Bread Financial’s Capital Foundation—And What It Made Possible | Perry Beberman, CFO, Bread Financial

   Oct 14, 2026

   Perry Beberman, CFO of Bread Financial, discusses his career path from MBNA and Bank of America to his current role, and his approach to finance leadership. The conversation covers Bread's balance sheet and capital transformation, including debt paydown and a shift toward direct-to-consumer deposits. It also addresses the tension between retail partners, credit risk, and finance in consumer lending, plus Bread's use of AI in operations and finance.

8. 1220: At Hippo, Growth and Risk Work Together | Guy Zeltser, CFO, Hippo Insurance

   Oct 12, 2026

   Hippo CFO Guy Zeltser discusses the insurer's 2023 decision to shrink its homeowners premiums by about 30% to recalibrate risk, and the subsequent move toward profitability and a more fee- and commission-driven model. The conversation also covers his path from a family toy business and McKinsey to finance, how Hippo decides how much insurance risk to retain, and how the company is applying AI to claims and close processes. Guest and host also touch on his views on balancing short-term earnings with long-term investment.

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

   Oct 7, 2026

   Sam Chung, Chief Customer Officer at Salesforce, discusses how consumption-based pricing models, AI, and rising complexity are reshaping the CFO mandate. Drawing on over two decades at Salesforce spanning revenue operations, finance, strategy, and customer leadership, Chung explores why CFOs must move upstream into operations and product; how AI and agents are changing financial economics; and why automation demands stronger controls, not weaker ones.

10. 2019: Building a Health Plan Around What People Actually Do | Tami Wilson-Ciranna. CFO, Curative

    Oct 5, 2026

    Tami Wilson-Ciranna, President and CFO of Curative, discusses the company's pivot from COVID-19 testing to employer health insurance. Curative's zero-deductible, zero-copay health plan is designed to remove financial barriers to preventive care and early intervention. Wilson-Ciranna explains how the company uses data analytics and AI to monitor medical loss ratios, provider networks, and member engagement while managing the complex economics of health insurance.