The Growth-Minded CFO

Upflow
  • 5.0 (4)
  • 职业
  • 两周一更
The Growth-Minded CFO

Today's financial leader is more than a number cruncher - they're a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast challenges the status-quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.

单集

  1. 1天前

    The CFO as manager: How to lead beyond the numbers, with Ilana Esterrich

    Great CFOs do more than manage the numbers—they lead, adapt, and shape the future of their organizations. In this episode, Ilana Esterrich, CFO of Planned Parenthood, shares how she steers her team through uncertainty and change while keeping a sharp focus on strategy and leadership. With a background in the military, Ilana brings a unique perspective on building strong teams, fostering a growth mindset, and navigating the shifting financial and regulatory landscape. Tune in for a candid conversation about what it really takes to be a CFO who drives impact, resilience, and innovation in today’s world. Connect with Ilana on LinkedIn: https://www.linkedin.com/in/ilanaesterrich/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the video version of this episode on YouTube:The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠upflow.io Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    40 分钟

  2. 2月3日

    Top 5 takeaways from season one—and what’s next!

    In this episode, we reflect on the first season of the podcast. We discuss what we learned from the first 7 episodes featuring top CFOs and finance leaders. As you listen, feel free to pause this episode and jump into the earlier episodes we highlight - our aim here is to give you a good overview of the best bits from the podcast so far! Key highlights include the importance of getting out of the finance office, the value of startup experience, the need for patience in new CFO roles, the cultural challenges in digital transformation, and the blurring lines between data science and finance. We also share our excitement for season two and let you know how you can get in touch to share feedback. 00:00 Welcome to the Growth Minded CFO Podcast 00:46 Reflecting on Season One's Success 01:11 Studio vs. Remote Recording 02:26 Unexpected Engagement and Accolades 04:38 Top Five Insights from Season One 06:34 Insight 1: CFOs Need to Engage Beyond Finance 12:21 Insight 2: Value of Startup Experience for CFOs 19:32 Insight 3: Patience and Cultural Absorption in New Roles 28:15 Insight 4: Digital Transformation is About Culture 33:04 Insight 5: Blurring Lines Between Data Science and Finance 38:12 Looking Forward to Season Two 40:58 How to Get in Touch with Us 42:22 Conclusion Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Find the video version of this episode on YouTube: https://youtu.be/5rpzJEvqgG4?si=PzfzUaHhqiNkADFw The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠upflow.io Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    44 分钟

  3. 1月20日

    The skills finance teams need now & in the future, with Carl Seidman

    In this episode of the Growth Minded CFO podcast, hosts Lauren Pearl and Alex Louisy speak with Carl Seidman, an industry-leading finance educator and consultant. Carl talks through his professional journey from Big Four consulting to establishing his own successful practice focused on FP& A processes and upskilling teams. The discussion then focuses into the evolving role of finance professionals, emphasizing the importance of technical skills (but not only!), critical and strategic thinking, and effective communication. Carl also highlights the continuous nature of learning and development, and the impact of AI and digital transformation on the finance function. 00:00 Introduction and Initial Thoughts 00:39 Welcome to the Growth Minded CFO 00:59 Meet Carl Seidman 02:06 Carl's Career Journey 02:52 Helping Companies Upskill 03:53 Differences in Company Sizes 08:01 Mindset Evolution in Finance 14:20 Training and Development in Finance 40:16 The Role of AI and Digitization 45:37 Conclusion and Final Thoughts Connect with Carl on LinkedIn: https://www.linkedin.com/in/carlseidman/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the video version of this interview on YouTube: https://youtu.be/XPPsfNVwt-M This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠https://upflow.io/⁠⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    48 分钟

  4. 1月7日

    Money in, money out: How the best finance teams are running AR & AP in 2025, with Howard Katzenberg

    In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Howard Katzenberg, CEO of Glean.ai. With our co-host Alex Louisy representing the world of Accounts Receivable, Howard brings the other side of the coin with Accounts Payable, as they both discuss what innovative approaches to these seemingly transactional processes can do for your business. Howard shares his transition from CFO to founder, the importance of changing mindsets in AP processes, and the development of Glean.ai. Alex discusses revolutionizing Accounts Receivable, focusing on customer relationships, and the impact of smart tooling. Together, they explore the evolving role of the CFO and the strategic integration of finance within businesses. 00:00 Mindset Shift in AR and AP 00:33 Introduction to the Growth-Minded CFO Podcast 01:04 Meet Howard Katzenberg, CEO of Glean AI 02:06 Understanding Vendor Expenses with Glean AI 03:08 Revolutionizing Accounts Payable and Receivable 03:51 The Role of Analytics in Finance 06:44 Challenges in Traditional AR Processes 08:36 The Value of Automation and Insights 21:36 Building a Strong Spend Culture 26:20 The Strategic Role of the CFO 30:36 Howard's Journey from CFO to CEO 35:40 Conclusion and Final Thoughts Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardkatzenberg/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the video version of this interview on YouTube: https://youtu.be/YVrL6tjqDkw?si=P7Jnww_8pdSduMCA This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠https://upflow.io/⁠⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    37 分钟

  5. 2024/12/10

    An alternative path to CFO and leading change at the MLBPA, with Tatia-Mays Russell

    In this episode of The Growth Minded CFO, we dive deep with Tatia Mays-Russell, the visionary CFO of the Major League Baseball Players Association. Discover how Tatia's unique journey from a material science engineer to a strategic finance leader has shaped her approach to business. Learn about her strategies for transforming the finance function into a strategic partner, empowering her team, and leveraging technology to drive innovation. Key Takeaways: The evolving role of the modern CFO The importance of a strong organizational culture The power of empowering your team The impact of technology on finance The need for continuous learning and adaptation Listen now to gain valuable insights and inspiration for your own career. Connect with Tatia on LinkedIn: https://www.linkedin.com/in/tatia-mays-russell-5a86362/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the full video version on youtube: https://youtu.be/g5VtzJPuXa4?si=CZA4FtggQYQeGrqT This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠https://upflow.io/⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    46 分钟

  6. 2024/11/27

    Series B to G: The role of the finance team in scaling, with Charly Kevers (CFO @ Carta)

    In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Charly Kevers, CFO of Carta. Charly has served as CFO through some of the highest growth phases of Carta's journey - seeing them go from Series B to G in his 7 years there. Charly shares insights on the evolving role of the CFO, focusing on profitable growth, employee retention, and operational excellence. He also discusses Carta's strategic initiatives, including their recent acquisition of Tactyc, and the importance of cross-functional collaboration in finance. Tune in to learn how Charlie's diverse background and innovative approach are driving success at Carta. Don't miss his advice on leveraging CFO networks for problem-solving and growth. Discover Carta's data and research, as referenced by Charly in this episode, here: ⁠https://carta.com/data/⁠⁠00:00⁠ The Role of the Modern CFO ⁠00:44⁠ Introduction and Welcome ⁠00:59⁠ Special Guest: Charly Kevers, CFO of Carta ⁠03:03⁠ Charly's Journey to Becoming a CFO ⁠05:40⁠ The Strategic Role of a CFO ⁠07:56⁠ Operational Involvement and Team Collaboration ⁠10:24⁠ Adapting to Growth and Scaling Challenges ⁠12:39⁠ Cross-Functional Integration and Communication ⁠29:10⁠ Leveraging Data and Insights at Carta ⁠37:16⁠ Acquisition of Tactyc and Future Plans ⁠40:20⁠ Conclusion and Final Thoughts Connect with Charly on LinkedIn: ⁠  / charlykevers  ⁠ Find out more about Carta: ⁠https://carta.com/sg/en/⁠ Connect with Alex on LinkedIn: ⁠  / alexlouisy  ⁠ Connect with Lauren on LinkedIn: ⁠  / laurenepearl  ⁠ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. Find the full audio versions on your favorite podcast app, by searching 'The Growth-Minded CFO'. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠https://upflow.io/⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    42 分钟

  7. 2024/11/11

    A VC's perspective on the modern CFO, with Nick Wijnberg

    Lauren and Alex sit down with Nick Wijnberg, a former Wall Street banker turned CFO and partner at Lorimer Ventures. Nick shares his journey from high school investor to equity derivatives trader, structured credit specialist, commercial banker, and ultimately a company builder. He discusses the importance of understanding investments and the VC ecosystem, the return on investment (ROI) required in early-stage startups, and the evolving role of a CFO within a company. The conversation covers various topics like the impact of higher interest rates on financial decisions, and how Nick has brought together dual roles as a fractional CFO and investor. Nick offers insights on preparing for board meetings, the importance of three-sheet financial models, and actionable advice for finance leaders gearing up for fundraising rounds. Tune in to explore the dynamic interplay between finance, strategy, and operational success through the lens of an experienced CFO and investor. 00:00 Introduction to Growth Minded CFO 01:04 Meet Nick Wijnberg: From Wall Street to Company Builder 02:00 Nick's Journey: From Investor to CFO 05:02 The Challenges of Being an Operator 08:21 The Importance of Empathy and Experience 15:01 Balancing Roles: Investor and CFO 19:55 Adapting to a High Interest Rate Environment 20:59 The Evolving Role of the CFO 24:03 Managing Financial Conversations with Founders 27:20 Empowering Teams Through Financial Strategy 29:09 The CFO's Role in Board Meetings 34:35 Preparing for Fundraising as a CFO 39:19 Conclusion and Final Thoughts Connect with Nick on LinkedIn: https://www.linkedin.com/in/nwijnberg/ Find out more about Lorimer Ventures: https://www.lorimerventures.com/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    40 分钟

  8. 2024/10/28

    Business leader, not 'human calculator': The role of the CFO, with Chris Ortega

    In this episode, hosts Lauren and Alex sit down with Chris Ortega, the CEO and founder of Fresh FP&A. Chris shares his inspiring career journey, from his early passion for finance to roles at Ernst & Young and leadership positions in fast growing software and pharmaceutical companies. He discusses the foundation and philosophy behind Fresh FP&A, highlighting its focus on being Financial Partners and Advisors - and why all internal finance teams should position themselves the same way! The conversation delves into the necessity of thinking like a business person for success in finance leadership, and why a collaborative approach that builds strong business partnerships with other departments is key. Chris also emphasizes the role of emotional intelligence, authenticity, and learning from failure as key components of effective leadership. This episode is rich with personal anecdotes and professional insights, illustrating how CFOs can inspire and empower their organizations beyond traditional financial metrics. We hope you enjoy the episode! 00:00 Welcome and Guest Introduction 00:22 Chris Ortega's Background and Career Journey 02:12 The Role of CFOs and CEOs 06:56 Transitioning to CEO and Fresh FP&A 14:43 Building Collaborative Finance Teams 18:41 The Consultative Approach in Finance 19:38 The Power of Empathy in Finance 20:55 The Concept of First Team 22:11 Balancing IQ and EQ 25:39 Embracing Failure as a CFO 30:24 Inspiring Leadership and Authenticity 33:45 Conclusion and Final Thoughts Connect with Chris on LinkedIn: https://www.linkedin.com/in/freshcfo/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    37 分钟

  9. 2024/10/14

    Acting like an owner and the value of international experience, with Rita Kale

    In this episode of The Growth Minded CFO, hosts Lauren and Alex speak with Rita Kale, a seasoned CFO with experience in global firms like Roche and New York-based biotech startups. The conversation delves into the evolving role of the CFO, emphasizing the importance of understanding and engaging with business processes beyond traditional financial functions. Rita shares her unique journey from international finance roles to leading financial operations in India, as well as how her early career experiences with ERP implementations have given her a unique view on finance technology projects. Rita also highlights the importance of work-life balance, and how she discovered running as a tool for personal reflection and problem-solving. The episode also touches upon the challenges and rewards of transitioning from large corporations to startups, which Rita has done several times in her career to date, showcasing the need for adaptability and strategic thinking in modern CFO roles. Conect with Rita on LinkedIn: https://www.linkedin.com/in/ritakale/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    38 分钟
  10. Introduction to The Growth-Minded CFO

    预告

    Introduction to The Growth-Minded CFO

    Get the lowdown on what our new podcast is about in this introductory episode. Forget the dusty stereotype of the CFO sitting in the corner, chained to a spreadsheet. Today's financial leader is a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. Want to get in touch? Read out to our producer at joseph.sweeney@upflow.io

    4 分钟

预告

评分及评论

5
共 5 分
4 个评分

关于

Today's financial leader is more than a number cruncher - they're a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast challenges the status-quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.

信息

  • 创作者
    Upflow
  • 活跃年份
    2024年 - 2025年
  • 单集
    10
  • 分级
    儿童适宜
  • 版权
    © Upflow
  • 节目网站
    The Growth-Minded CFO

你可能还喜欢

若要收听包含儿童不宜内容的单集，请登录。

关注此节目的最新内容

登录或注册，以关注节目、存储单集，并获取最新更新。
选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大