Preview Mode Links will not work in preview mode

The podcast featuring finance leaders driving change within their organizations.

Jan 29, 2023

The Goldman Sachs “anti-raid” team was between conference calls with an embattled client company when word came that a senior member of the target company’s management team had unexpectedly died.

Looking back, Tom Fennimore says that the next few months of his early career years at Goldman then became a transition...


Jan 27, 2023

It’s no secret, professionals from various departments must work together to correctly calculate Customer Lifetime Value (CLV), Customer acquisition cost (CAC) or Lead-to-customer ratios. This episode we explore how collaboration and communication is always essential to ensure these calculations and others take into...


Jan 25, 2023

Back in 1993, Don Alvarez was an auditor with Deloitte’s San Francisco office when specialty retailer and coveted client company West Marine went public.

For Alvarez, the day began with WM’s management explicating the novel steps behind pricing its offering, which was followed by the requisite trip to a Bay Area...


Jan 22, 2023

Not unlike many of his CFO peers, Jeremy Klaperman spent the early years of his finance career in trying to rectify the damage brought on by the irrational market behaviors of the late 1990s and early 2000s. Unlike most, though, he found that his repair duties frequently involved visits to a remote Japanese...


Jan 20, 2023

Our resident thought leader Brett Knowles explains how artificial intelligence is already being used to predict employee turnover, job satisfaction, and other key metrics, allowing managers to take proactive steps to improve employee engagement and retention.

Brett & Jack discuss how AI-powered performance...