1129: Turning Transactions into Strategy | Laura LaPeer, CFO, UHY

1129: Turning Transactions into Strategy | Laura LaPeer, CFO, UHY

On her first day as CFO of UHY, Laura LaPeer asked a simple question: “Do you guys do Copilot?” She had grown accustomed to using Microsoft’s AI assistant for tasks ranging from summarizing documents to creating slides, and she wanted it in place immediately. The request, she tells us, reflected both her pragmatism and her view that technology should be leveraged quickly, but carefully, to support higher-value work.

That same instinct—to look beyond the surface of a task—has shaped her career. At an earlier company, LaPeer noticed that procurement and treasury were being handled transactionally. Purchase orders were checked for compliance, and cash was managed cyclically. By zooming out, she recognized the chance to turn these into strategic functions: evaluating vendor risks, aligning relationships with business goals, and putting idle cash to work. This shift, she tells us, allowed finance to deliver tangible impact.

Her time at ProQuest, where she witnessed growth through M&A, gave her a business lens she later carried into her CFO role at Plante Moran. Now at UHY, she applies the same perspective. With Summit Partners as a new investor, the firm is targeting $1 billion in revenue within five years, LaPeer tells us. Growth will come through both acquisitions and services such as outsourced accounting, valuation, and state and local tax.

To get there, she emphasizes unity. “One UHY,” she says, requires integrating regional groups, building the bench, and ensuring technology like Workday delivers consistent, firm-wide insights.

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Episoder(1216)

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...

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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...

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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 Sep 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 Sep 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 Sep 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 Aug 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 Aug 33min

1208: Quality, Trust, and Scale | Cal Brouilette, CFO, Flatiron Health

1208: Quality, Trust, and Scale | Cal Brouilette, CFO, Flatiron Health

Cal Brouilette recalls a sleepless night in Houston, speaking at 3 a.m. with someone from Blackstone about a purchase-and-sale agreement and transition-service agreements. It concerned a power-plant p...

23 Aug 46min

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