Personal Brand, Career Lessons, and Client Stories

In a world increasingly dominated by software and automation, how vital are human relationships in banking and finance? In this episode, CJ sits down with Meghan McKenna, founder of Females in Finance (FIF) and a seasoned banker with experience at JPMorgan, HSBC, and Stifel, to explore how trusted connections continue to drive success. As a community builder and banker, Meghan has a unique perspective on the intersection of human connection and capital markets. She explains the philosophy behind her community, which is based on generosity and genuine connection rather than a transactional mindset, and how this has become her competitive advantage. The conversation also covers sales as an essential leadership skill, the rise of the modular banking stack, changes in private credit, the evolving ERP landscape, how a personal touch proved invaluable during the SVB crisis, and career lessons Meghan learned along the way.

—

LINKS:

Meghan McKenna on LinkedIn: https://www.linkedin.com/in/meghan-curtin-mckenna-%F0%9F%94%A5-66a5022b/

FIF Collective:

https://www.fifcollective.com

Meghan McKenna email: meghan@fifcollective.co

CJ on X (@cjgustafson222): https://x.com/cjgustafson222

Mostly metrics:

https://www.mostlymetrics.com

RELATED EPISODES:

Venture Debt for Growth With Ruslan Sergeyev of Hercules Capital —

The One Use Case for Venture Debt That Most Founders Never Think About —

—

TIMESTAMPS:

(00:00) Preview and Intro

(02:30) Sponsor – RightRev | Navan | Rillet

(06:41) Connecting People as a Skill

(08:03) Sales as an Essential Leadership Skill

(12:07) The Power of In-Person Community & Events

(14:39) FIF’s Ideal Customer Profile

(15:42) Sponsor – Pulley | Brex | Aleph

(20:05) The Evolution of the Banking Ecosystem

(22:00) Modular Banking Stacks and Fintech Challengers

(24:37) The Rise of Private Credit

(27:32) Banks Adapting to Companies That Stay Private Longer

(30:06) Fintechs vs. Traditional Banks

(31:54) Current Trends in AI and ERP in Finance

(35:07) Importance of Human Relationships When Software Fails

(36:09) Reflecting on the SVB Bank Run & Facing New Risks in Tech

(37:59) Building a Personal Brand in Finance

(39:42) Community Spirit, Giving Back, & Sharing Your Network

(43:25) Meghan’s Early Career and Mentors

(46:15) Long-Ass Lightning Round: Staying Too Long in a Role

(47:49) Advice to Younger Self

(48:24) A Memorable Deal & Client Story

(50:07) Wrap

—

SPONSORS:

RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit

https://www.rightrev.com

and schedule a demo.

Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.

Rillet is the AI-native ERP modern finance teams are switching to because it’s faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.

Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.

Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metrics

Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run

#FemalesInFinance #FinanceLeadership #BankingInnovation #Networking #FinanceCommunity

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com