1074: Balancing AI Innovation with Post-IPO Expectations | Bill Koefoed, CFO, OneStream
CFO THOUGHT LEADER23 Helmi 2025

1074: Balancing AI Innovation with Post-IPO Expectations | Bill Koefoed, CFO, OneStream

It began with a tense stretch of weeks that Bill Koefoed tells us he won’t soon forget. As OneStream’s CFO, he was juggling the details of going public when a small AI startup called DataSense caught his attention. “We didn’t even have a formal corporate development function,” Koefoed explains, but he threw himself into researching the opportunity. There were skeptics—some board members questioned the timing, while others worried the acquisition might be too costly.

Still, the numbers looked promising, and so did the technology. Sitting in late-night calls, Koefoed listened to DataSense’s University of Michigan–trained engineers describe predictive models that could supercharge OneStream’s demand forecasting. “Getting that talent on board could pay huge dividends,” he recalls thinking. Even with the looming IPO, Koefoed pressed ahead, negotiating terms while appeasing wary investors.

For Koefoed, AI isn’t a far-off gamble—it’s an immediate strategic lever. By championing technology that marries predictive power with secure financial data, Koefoed tells us he helping steer OneStream toward a future where finance and AI seamlessly intertwine.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1217)

When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting

When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting

AI is rapidly changing not only what finance technology can do, but how CFOs should think about the technology stack itself.In this bonus episode of CFO Thought Leader, David Den Boer, CEO of Column F...

18 Syys 28min

1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade

1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade

At Aledade, CFO Jessica Somers is helping finance navigate a business where investment decisions can take years to fully reveal their value.The technology-driven, physician-led company works with more...

16 Syys 49min

1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri

1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri

For Jack Gordon, the CFO role at Harri increasingly extends beyond finance—and into the mechanics of how an AI-powered business scales.Harri, a workforce operating system focused on hospitality, has e...

13 Syys 56min

1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge

1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge

When Martin Uhrik compared the margins of two visual-effects brands at Technicolor, one appeared far more profitable than the other. Uhrik tells us the reported difference prompted him to investigate....

9 Syys 54min

1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti

1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti

Shortly after Dan Barzily became CFO of Tipalti, a go-to-market transformation altered the company’s working-capital profile. One quarter later, Barzily tells us, the company missed its forecast acros...

6 Syys 36min

1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

Jonathan Ma recalls being at his parents’ home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter Health. After nearly 15 years, the mentor belie...

2 Syys 39min

1210: The Best Trade May Be the One You Don’t Make | Shiv Verma, CFO, Robinhood

1210: The Best Trade May Be the One You Don’t Make | Shiv Verma, CFO, Robinhood

Six weeks before Lehman Brothers went under, Shiv Verma tells us, he joined a hedge fund as the world felt like it was falling apart. After building structured-credit and CLO models at J.P. Morgan fro...

30 Elo 53min

1209: Finding a Larger Voice in the Room | Ross Grainger, CFO, Nasuni

1209: Finding a Larger Voice in the Room | Ross Grainger, CFO, Nasuni

Ross Grainger remembers an early chapter of his career when finance was only one part of the job.After stepping outside a traditional finance path to own and operate a Mako auto-body franchise, Graing...

26 Elo 33min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
oppimisen-psykologia
rss-sami-miettinen-neuvottelija
rss-paasipodi
lakicast
rss-karon-grilli
rss-rahamania
rss-inderes
rahapuhetta
rss-siksi-viestinta
rss-pinnan-alle
rss-startup-ministerio
pomojen-suusta
inderespodi