show episodes
 
Being a good CFO isn’t just about managing money anymore. The modern CFO is being asked to implement new technology, guide product and business decisions, and look ahead to the future. But how do you stay ahead of the curve? In The CFO Playbook, you’ll learn how world-class CFO’s and finance leaders set goals, manage teams, leverage technology, plan for the future, improve systems and processes, and so much more. Each week you’ll get insights that help you grow yourself and your company. Hav ...
 
“Scaling Up” is a new podcast series that tells the stories of great growth companies from around the world, as experienced by their founders and CEOs. With the aim of inspiring the next generation of entrepreneurs, as well as helping current business leaders, this podcast series gives incredible insight into what it takes to scale a business from very small to hundreds of millions of dollars in revenue. Hosted by Ed Cowan and supported by TDM Growth Partners.
 
Intuition helps to answer the questions and concerns we hold inside. Fitness and exercise allow the body and mind to open up and listen inside. Alex utilizes his experience and intuition and wisdom with each of his clients, as a seasoned business owner familiar with the challenges and complexities of day to day operations. Modern testing can be used to also help identify the ability of your team or you. Capitalizing on the talents of each individual and the abilities they offer. Alex’s goal ...
 
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show series
 
The heyday of Main Street is over. The spotlight now shines on Digital Street. Curt Sigfstead has been long drawn to the power of entrepreneurs and the opportunity they present to transform the world. After leading the prominent West Coast technology investing division at JP Morgan, Curt joined Clearco. Clearco is at the forefront of digital growth…
 
David Obstler is the CFO of Datadog (NASDAQ:DDOG), a $30b hyper growth monitoring and security platform for cloud applications. Few current active CFOs have been at the forefront of fast growing technology companies like David has - he is the seasoned pro that founders and CEOs have turned to to help them scale effectively for the last 25 years. Yo…
 
In October 2020, Malcolm Finn followed his conscience to chemicals company Johnson Matthey, which is transitioning its business model to focus on producing clean energy sources. As Director of Finance Operations and Control, Malcolm has been a key figure in that change. Guiding a company through such a major transition would have been challenging e…
 
Paraag Amin’s route to becoming CFO of omnichannel digital marketing company dotdigital isn’t conventional — but he believes it set him up for success. Paraag started his career as an analyst working for investment banks, beginning at Goldman Sachs and including Citi and RBS. These jobs taught him what makes a promising investment opportunity — and…
 
The first episode in this mini series is Jill Woodworth, the CFO of Peloton (NASDAQ:PTON). Since 2018, when Jill joined, Peleton has been on a hyper scale journey – she took the reins of the finance function when the business was a private, $200m revenue company. In under 4 years since then, it is now a $4b revenue business listed on the NASDAQ. Th…
 
Andreas Melzer joined the consumer research company Quantilope two years ago and is the company’s Associate Director of Finance, which is similar to a Chief of Staff role with a finance focus. An advocate for helping SaaS startups stay on top of their finances, he published a B2B SaaS finance model that has received more than 8,000 downloads. While…
 
Ethan Berman, was the CEO and founder of the NYSE listed Risk Metrics, until it was bought by MSCI in 2010 for US$1.55b. RiskMetrics, which was spun off from JP Morgan Chase in 1998 and became the market leader in risk management software systems. We need to transport ourselves back to the late 90s – a time of floppy disk distribution and only a ha…
 
Now CFO of affiliate marketing network Awin, Virpy Richter has never been the kind of finance professional who prefers to hide in a corner with her spreadsheets. Not only has she worked all over Europe, for startups and big companies, she’s also held positions in human resources and legal departments. Diving into different cultures has taught Virpy…
 
Howard Lerman is the CEO and co-founder of Yext (NYSE:YEXT) a US$360m revenue business that is listed on the New York Stock Exchange. Maybe listeners have had interactions with Yext and never known it. Every time you google a business, or ask Siri a question, the up to date information is being powered by the Yext platform. We all know of that terr…
 
Looking for a long-term view of what it means to be a good CFO? Brian Hughes is a retired partner of KPMG and an experienced advisor to public VC- and PE-backed portfolio companies. His perspective spans an entire career of public and private market transactions, overseeing multiple market cycles--like the dot-com bubble and the 2008 recession--and…
 
Lessons we cover in this episode: Successful CFOs look at the big picture. As the source of financial truth, CFOs need to be able to look at any number and know if it’s “true” or not. Decide where you want to be on the spectrum of strategic vs operational. A good CFO needs to be a thinker and business partner, but they also need to be a doer (able …
 
Therese Tucker is the founder, former CEO and current Executive Chair of the NASDAQ Listed, $6b market cap business Blackline Inc. (NASDAQ:BL)Therese is a pioneer in every sense - an inspiring woman who has written her own script at every point in her career. As a 40 year old single mum of 2, she decided to bootstrap an enterprise software company …
 
Lessons we cover in this episode: As you progress in your career, your responsibility is increasingly to ask good questions - not have the right answers You should maintain a humble mindset as you grow in your career When you’re a CFO and have a firm grasp on the numbers, you often have the right answer on decisions. But in feeling that you’re righ…
 
What do Microsoft and a dental care marketplace have in common? Plenty, if you look at it from the inside-out. Dave Monahan, CEO of Kleer, got his entrepreneurial training at Microsoft, where he learned how to focus on solutions, build transparency, and innovate faster. Today, Dave is building a pandemic-proof culture at Kleer, a dental care market…
 
Welcome back for another series of Scaling Up. Season 4 will again explore some of the great growth stories from around the world. To kick off Series 4 is the the CEO and co-founder of Braze, Bill Magnuson – one of the world’s hottest technology companies. Based in New York, Braze is a customer engagement platform that works with some some huge bra…
 
As a serial entrepreneur, Matt Wensing is no stranger to managing the day-to-day operations and growing pains of new businesses. However, he was surprised that his dependency on the same, stale spreadsheets hadn’t waned by his third venture. In 2019, Matt launched Summit to accelerate financial intelligence by replacing idiosyncratic, disparate spr…
 
Public practice accountant Martin Chee knows: no one likes wasting time on tedious data entry of the same numbers over and over again. That’s the gap he uncovered in the financial accounting industry — and the gap that his company Amaka fills seamlessly. Their accounting integrations software lets businesses capture their financial data and use it …
 
After spending more than three decades in finance, Kelly Battles has come to appreciate that the budget isn’t the only balancing act CFOs have to master. The finance team needs to support the growth of the company, while also knowing when to implement limits. Kelly learned that lesson in her first operational finance role, at internet security comp…
 
Cameron Hyzer is the CFO of ZoomInfo, a B2B database seeking to revolutionize the sales & marketing process. With over 2 decades of experience, Cameron is expanding the role (and importance) of CFOs in growing companies. Cameron joined me to talk about the evolution of today’s CFO, the best mentalities for success, and how ZoomInfo is changing go-t…
 
Darrell Cox has 15+ years of senior leadership experience in finance and business development. As a former VP of Finance at FreshBooks, he is no stranger to growth-stage companies. His recipe for finance leadership success relies upon leveraging “Agile CFO” methodology, an iterative process adopted from software development. Now, as the CFO at Vena…
 
CFO Mandeep Basra joined RentMoola right as COVID-19 was declared a worldwide pandemic. Little did he know that the company would be quickly pivoting to help landlords and tenants by offering remote payment options and micro-lending assistance. This digital innovation is just what Mandeep thinks the world needs in order to serve sophisticated digit…
 
Talita Ferreira always dreamed of becoming a CFO before turning 30. She missed this target by five years, but she’s OK with that because she became the CFO of a company far larger than she could’ve ever imagined: BMW Group Financial Services. Talita spent more than 11 years with BMW, where she managed a team of 45 and landed amongst the top 300 lea…
 
If you enjoy nerding out over numbers but also consider yourself a people person, Anders Liu-Lindberg, co-founder of the Business Partnering Institute, has a new finance job for your consideration: business partner. “Unlike other roles in finance, business partnering is an interaction between people — whereas if you're an Accountant or a Controller…
 
In 2013 Luc Jodet first heard of Bitcoin, and dismissed it as uninteresting. Fast forward to 2018 and Luc found himself co-founding Arianee, a company that is quickly becoming one of the most successful businesses in the blockchain world. Today, Arianee helps provide luxury brands with non-fungible tokens, or digital passports certifying the authen…
 
Raxita Kapashi has worked in private equity for more than 15 years. Along the way, she did a stint at fintech consolidator TruFin, where she served as the group’s CFO. While at TruFin, she brought through an IPO and raised 70 million GBP ($96 million USD) in 2018. With this accomplishment under her belt, it’s no surprise numerous venture capital fi…
 
John Collins is the CFO at LivePerson and the very definition of a modern CFO in every way. His career journey spans a job at the New York stock exchange, grad school at MIT, inventing a fully automated trading platform that he wrote from scratch, managing the portfolio for a 10 billion AUM fund, co-founding his own company, and joining LivePerson.…
 
When Tom Fencl joined the Pricefx team in late 2017, the global SaaS startup had about 70 employees. Fast forward and they now have close to 400 employees stationed all over the world and have raised more than $131 million in funding. It’s safe to say Tom has played a key role in this growth. “As a CFO, it is your responsibility to make sure data, …
 
Kevin Appleby helps run GrowCFO, a community and development resource for finance professionals. A PwC alum-turned instructor, Kevin realized that what CFOs really needed was a support system. He joined me on The Modern CFO podcast to talk about the challenges facing CFOs today, the importance of seeking out mentors, and how to embrace imposter syn…
 
Rob Masson is the CFO at Hypertherm, a 50-year-old company that is a leader in industrial cutting systems. He’s also a former Naval aviator who learned critical leadership skills firsthand. Rob joined us on the Modern CFO Podcast to share his unique perspective on management and the ways in which empowered, confident employees helped Hypertherm wea…
 
What exactly is behind the skyward trajectory of a fast-growing software company? Turns out that it’s more than just growth. In this episode of The CFO Playbook, host Rob Norman sits down with Kevin Jacobson, CFO and COO of LogicGate, which develops cloud software solutions for automating governance, risk, and compliance processes. As the first bus…
 
When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seemed profitable, but Patrick, who has been a CFO for 25+ years, took it upon himself to financially transform the company and focus on cash — not revenue and profit. The company generated between $70 mi…
 
Being a great CFO in the modern, ever-evolving business ecosystem we’re living in, requires much more than excellent money management skills. It requires the ability to implement new technologies, guide business decisions, and help steer the company towards its vision for the future. To demystify how you can do that, Rob Norman, VP of Marketing at …
 
A very special guest rounds out series 3, with many listeners very familiar with Hamish, Magellan, their investment philosophy and sustained success. People's minds will always drift to how good an investor Hamish is having compounded capital at high rates of return for 15 years, it is perhaps easy to ignore what an incredible business Magellan its…
 
Robbie Cooke is one of Australia’s most experienced CEOs – having seen 'big' in his time as CEO of Tatts as well as entrepreneurial and fast growing in his previous role at Wotif.com. Robbie of is now the CEO of the $2b Tyro Payments, which listed on the ASX last year as the second biggest technology listing ever in the history of the exchange. We …
 
Myles Glashier is the co-founder and co-CEO of Phocas Software. Most listeners would not have heard of, nor read about Phocas, as this is a story that is largely unknown, but certainly needs to be told. 20 years ago an Aussie backpacker in London, falls into starting a bootstrapped business selling on premises business intelligence software. Fast f…
 
Paul Bassat makes for a unique 'Scaling Up' episode. As most listeners will know, Paul and his brother Andrew, along with Matt Rockman founded Seek in 1997 and in doing so carved the path in Australia for great technology businesses. This was a time when the internet itself was in its early days, and it is hard to fathom the foresight required to b…
 
Simon Griffiths is the Co-founder and CEO of Who Gives a Crap. People listening might not, until now, appreciate both the scale of the business and also the deep community impact it has had in the developing world, where Who Gives a Crap donates half of its profits to charity each year. From the humble idea that they could sell toilet paper online …
 
Sankar Narayan, the CEO of SiteMinder is my guest today and the tapestry of his career is equal parts fascinating and inspiring. Born into the India middle class, Sankar has swung from the branches of a variety of roles across the US and Australiatech scene that have enabled him to bring a unique perspective to his current role. Sankar has become o…
 
Mike Frizell and James Edwards, co-founders of Pet Circle, are the quiet achievers of the Australian consumer business scene. Their story is largely untold and unknown. Whenever newspapers publish lists of Australia’s largest e-commerce players, Pet Circle is always a surprise omission to those in the know. Having grown at an astronomical rate over…
 
Luke Anear, CEO and Founder of SafetyCulture, is undoubtedly one of Australia's finest modern entrepreneurs. A boy from Townsville in Northern Queensland starts a software company from his garage with no technical expertise. SafetyCulture is now a pin up of the Australian technology scene – a billion dollar valuation, revenue growth at break neck s…
 
Rick Stollmeyer co-founded Mindbody in 2001 and is still the CEO 20 years later. This is his story as much it is Mindbody’s story; from his learnings as a nuclear submarine engineer, to selling CD ROM software from his garage with his co-founder Blake Beltram, to now scaling a multinational software company. Rick is one of the most passionate and d…
 
I am thrilled that Anneka Gupta has joined as the guest of this episode. Anneka is one of the rising stars in the US technology scene. She is currently the co-president of LiveRamp, a New York Stock Exchange Listed $2b business with offices around the world. Her own corporate journey is as fascinating as the company itself – a journey that highligh…
 
Jonathan Corr is my guest on this episode of Scaling Up. Jonathan is the current CEO of Ellie Mae. This episode is a wonderful deep dive into the world of a highly experienced CEO who has had the benefit of seeing the full spectrum of the growth curve. Ellie listed on the New York Stock Exchange in 2011, relatively early in its journey. Jonathan ov…
 
Welcome to Season 2 of Scaling Up! My guest on this episode is Spencer Rascoff. Spencer looms as a large figure in the US tech scene – twice he has co-founded billion dollar businesses. His first, the travel website HotWire was sold to Expedia, and it was there, he met Rich Barton – the Expedia and Glassdoor founder. Together, with several others, …
 
Welcome to a bonus episode of Scaling Up season one – I recorded this while on the road recording season 2, but it feels like it has a natural home, with the other amazing Australian growth stories told in the previous season. Nick Stone is the CEO and founder of BlueStone Lane. This story starts in an underground coffee shop in New York City, wher…
 
Unlike the other interviews in this series, this is a retrospective tale, recounting one of Australia’s greatest turnaround stories Guy Russo is one of Australia’s business masterminds. As CEO of McDonald's Australia and China for over a decade, both businesses excelled. His toughest assignment though was to salvage Kmart from the scrapheap. Under …
 
This is the quintessential heroic founding tale. In 2001, with online retail in its infancy, Kate with just $12,000 of borrowed money in her back pocket, set out with a mission of empowering women to make better beauty decisions. At this point, everything was against her. No experience, no money, no brands wanting to join her platform. Fast forward…
 
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