CFO THOUGHT LEADER25 Touko 2025

1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory

Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product maps every mouse‑stroke of such employee journeys, then surfaces friction points so companies can “make them more productive, so they can do even more value‑added things,” Gold tells us.

The scene encapsulates the finance leader’s thesis: data depth wins. “The companies that have the capabilities to capture the most comprehensive sets of data in a meaningful way are going to win,” he says. That conviction drew Gold—now in his fourth CFO chapter—to the Atlanta‑based behavioral‑data platform. Fullstory records the complete digital experience of each customer, from e‑commerce clicks to SaaS workflows, and feeds the corpus into AI models that flag churn risk or recommend instant actions, such as sending a coupon to a wavering shopper. The result drives revenue and reduces churn, he tells us.

For its part, Fullstory has raised capital rounds through Series D and counts Kleiner Perkins, Stripes, Premier, Salesforce Ventures, GV and Dell Technologies among its backers, he tells us. Independent directors Ryan Barreto of Sprout Social and former Atlassian CFO Alex Estevez deepen the bench. After 22 years in finance, Gold values “lines, not dots”—long‑term relationships that provide partnership, not just cash. By pairing that philosophy with a platform built to illuminate every click, he aims to turn invisible friction—whether customer or employee—into the next chapter of growth. Stakeholders across the business will feel the lift, Gold predicts.

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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

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

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

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

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

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

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

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