
1184: From Deal Sheets to Operating Seats | Rick Hasselman, CFO, Salesloft
Rick Hasselman recently boarded “a moving train,” describing his arrival at a newly merged SalesLoft and Clari business as both complex and...
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CFO THOUGHT LEADER is a ground-breaking business podcast, hosted by Jack Sweeney that brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews...

Rick Hasselman recently boarded “a moving train,” describing his arrival at a newly merged SalesLoft and Clari business as both complex and...

Macrina Kgil recalls a moment when she first encountered blockchain technology and “could not grasp whatever it was trying to do,” she tells...

At Sage Future in San Francisco, three conversations reveal how AI is reshaping the finance function—from vision to execution to industry im...

Andre Mancl recalls sitting only a few months into his first CFO role when a senior technology executive arrived with an urgent warning: eng...

In the desert during military officer training, Yuval Atsmon entered one wrong number into a GPS device. Instead of reaching the intended de...

Before his career became closely tied to middle-market businesses, Scott Thorell built his foundation in larger arenas. He began at Ernst &...

In this special episode, we revisit a past conversation with Hilary Maxson and explore why her appointment as CFO of Oracle Corporation come...

As a child in Austria, Thomas Baumgartner bundled unwanted toys into mystery bags and sold them to classmates. Buyers could not see what was...

David Larson still recalls the moment he challenged conventional thinking inside Thomson Reuters. A shared services team in Hyderabad, long...

In this special third installment of Suite Voices , featuring general counsels from The L Suite, Laura Belmont explores how organizations ca...

Tom DiDesidero describes a period when SmartRecruiters was actively taking customers from a much larger competitor. It wasn’t just momentum—...

Within his first 90 days at Docusign, Blake Grayson recognized the company needed to make difficult efficiency decisions following a post-CO...

Late one night in Calgary, Amy Wang was running final checks on a billion-dollar transaction when something didn’t sit right. “My immediate...

In 2023, stepping into the CFO role at Twilio, Aidan Viggiano faced a defining reality: “the first hard call was a layoff,” she tells us. Th...

Early in his career, Rich Schmidt recalls presenting an analysis of an operational challenge to leadership—only to be told, “we want you to...

Tony MacDonald prefers a different image of the CFO role—one that replaces restraint with direction. “I would like to be considered as one o...

In this CFO Thought Leader episode, Jack Sweeney speaks with technology general counsel Akin Adekeye about when AI becomes a board-level con...

Marc Mehlman still recalls the moment a senior leader pulled him aside and told him he was “in such a rush” and needed to “enjoy the journey...

Michael Perica had been discussing the market implications of AI with investors for a number of years, but the market didn’t fully react—unt...

Andrew Bender still remembers a moment from high school football practice when a coach challenged him with a simple question: “Do you want t...

Early in Lucanet’s expansion, two Chinese employees working in Germany had a moment of insight. Seeing how configurable the consolidation so...

Ashley Still, Executive Vice President and General Manager of Intuit’s mid-market business, discusses how the expectations of finance leader...

Early in his career, Intekhab Nazeer found himself sitting in go-to-market meetings rather than finance reviews. A CFO mentor had pushed him...

Fiber is “a lot of investment up front for that stream of cash flow in the future,” Derek Doyle tells us. At C Spire, that reality defines n...

In this episode of Planning Aces , hosts Jack Sweeney and Glenn Hopper lead a focused discussion spotlighting the thinking of CFO Kevin Rubi...

Nearly 90% of Americans suffer from metabolic disease, Manu Diwakar tells us, citing a recent McKinsey & Company study. For Diwakar, CFO of...

Before his first cup of coffee, Alex Melamud opens Slack—not to scan revenue charts first, but to read customer feedback. “The first one tha...

On her first day as CFO at Greenphire, Sue Vestri sat in a conference room “learning all of the acronyms” of the clinical trial industry, sh...

In his early 30s, Guillermo Lopez walked into finance as an outsider. “Nobody was giving me a chance in finance because I was an engineer,”...

An employee is on vacation in the mountains when it happens: “I left my laptop at home.” Instead of scrambling, the employee logs into a vir...

As he nears the end of his first 100 days at Nintex, Burt Chao is doing something many new CFOs resist: listening more than talking. Underst...

The lesson arrived abruptly in a boardroom in Battle Creek. After months of analysis, charts, and market data, the president of Kellogg’s ce...

This special episode of CFO Thought Leader explores how finance leaders develop not through authority or technical brilliance, but through m...

The accounting team at Looker showed up every day knowing their jobs might disappear within a year. The company was in limbo—acquired by Goo...

At 18, while many of his peers were heading off to university, Toby Driver made a different choice. He joined an accounting practice through...

When Kevin Rubin arrived at Zscaler in May 2025, he joined an established organization following the retirement of the company’s longtime CF...

At Intel, Bruce Schuman remembers walking into a meeting as a controller, proud of a product change his team had worked on “for months.” The...

When Drew Laxton looks back on the past year at Outreach, one moment stands out—not a transaction, but a plan. The company set its annual ta...

In this Planning Aces special episode, CFO Thought Leader brings together three finance executives operating in very different industries—bu...

In his late 20s, Jorge Pliego found himself financing a major expansion in Mexico—not by calling corporate for cash, but by rethinking the e...

In his first “60 to 90 days” as CFO of Presidio, Manny Korakis learned that preparation doesn’t cancel pressure, he tells us. “Now the buck...

As one year closes and another begins, most of us are wired to look forward—to new goals, fresh plans, and the next chapter. But this specia...

When it came time to pick our holiday bonus episodes, Tim Arndt quickly came to mind. Few companies sit at the crossroads of as many 2025 st...

As the year comes to a close, we’re revisiting a conversation that feels newly relevant. This week, we’re re-releasing our CFO Thought Leade...

As we re-release this conversation with CFO Karen Williams during the holiday week, we’re opening the episode with a short preface drawn fro...

Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,...

Matthew Novick traces one of his earliest business lessons not to a boardroom, but to a furniture store in Portland, Maine. Growing up in hi...

At 19, working part-time in a bank branch while attending college, Ed Hagan made a simple recommendation: expand the branch. The idea was ta...

At first, we wondered why Zane Rowe was once again leading us back to Continental Airlines. With notable CFO tenures at VMware and EMC—chapt...

In her second week as CFO, Cristina Kim sat with Octaura’s leadership team reviewing a three-year strategy and ambitious 2026 targets, she t...