In this episode of The Pursuit Power Half Hour, Brent sits down with two seasoned CFOs, Steve DeSantis and Dave Ristow, to explore how the role of finance leadership has rapidly expanded across professional services. They discuss how CFOs are now expected to shape strategic direction, unify systems and data, strengthen delivery operations, and build tech stacks that can sustain long-term growth.
Key topics covered include:
- How the CFO role has evolved from traditional financial oversight to strategic operator
- The challenges of rapid growth and how unified tools (PSA, ERP, BI) restore clarity and control.
- How CFOs partner with operations and delivery leaders
- Signs it’s time to evolve your tech stack
- Advice for CFOs on owning the enterprise tech stack, preparing for AI-enabled operations, and building companies that can scale through multiple stages of investment.
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The Professional Services Pursuit