Ryan Roccon, CFO of Zapier, shares insights on the art of financial storytelling and how it connects complex data to company strategy. He emphasizes that most decisions are reversible, advocating for a culture of transparency in remote teams. Roccon discusses tailoring narratives for different audiences and simplifying metrics through analogies. He also addresses the unique challenges faced by a bootstrapped, remote-first company and the importance of collaboration and effective decision-making frameworks that foster organizational buy-in.

Matt Hudson, CFO of Coda and former product manager at Google and YouTube, dives into fascinating insights from his diverse career. He introduces the 'Vacation Rule' to tackle the build versus buy dilemma and discusses innovative frameworks like the Blue and Black Loop for product growth. Hudson also explores Coda's pricing evolution, emphasizing community-driven strategies and the balance between product-led and sales-led growth. He shares valuable lessons on collaborating with product managers and the impact of luck and failure on success.

Steve Isom, CFO of Bloomerang, dives into the evolving role of the strategic CFO. He emphasizes the vital connection between finance and people, reminding us that finance shouldn't just be a math problem. Discussing the importance of proactive leadership, he shares insights on effectively bridging gaps between metrics and human interaction. Steve also recounts his rapid transaction readiness during Flywheel's unexpected acquisition. Plus, he offers stellar advice on building a dynamic finance team and fostering collaboration across departments.

Ross Grainger, CFO of Paradox, shares his unconventional career journey and emphasizes the importance of work-life integration over balance. He explains why the corporate ladder resembles a jungle gym, highlighting the value of lateral moves for career advancement. Grainger discusses the need for strong relationships across departments, particularly in finance, and shares his skepticism towards annual planning, advocating for dynamic financial strategies. His insights on expanding internationally and investing in team relationships provide a fresh perspective for tech companies.

Will Cureton, CFO of Nitrogen Wealth, shares his expertise in customer retention from a wealth management software perspective. He discusses how a major price increase misstep prompted a reassessment of growth strategies, exploring total addressable market and sustainable business lines. Will reveals key metrics for predicting churn and formulates a churn score essential for retaining customers. He also delves into the innovative risk tolerance features of their platform that enhance client engagement while navigating the complexities of today’s market.

Alyssa Shadinger, CFO of Sisense and a leader in analytics, shares her insights on building effective analytics teams and mastering OKRs. She discusses optimal team structures and the significance of data governance for accurate reporting. Alyssa dives into the challenges of linking OKRs to financial outcomes and the necessity of collaboration across departments. The conversation also touches on empowering teams through business intelligence while maintaining the balance of self-service and oversight. An enlightening discussion for anyone in finance or data analytics!

Rebeca Sanchez Sarmiento, CFO of Dotmatics and a pro in managing operational complexity, shares her wealth of experience with mergers and acquisitions. She reveals strategies for overseeing 16 P&Ls while striking the right balance between autonomy and integration. The talk dives into her forecasting frameworks and whether to embrace an 80/20 approach. Plus, Rebeca opens up about her career journey, the shift to remote work, and how these elements shape contemporary financial leadership.

Samarth Mital, Senior Director of Global Sales Strategy at Rubrik, shares insights from his journey as the company grew from $70 million to $1 billion in ARR. He discusses creating effective sales pipelines and the intricacies of territory design. Hear about the importance of accountability forums for pipeline inspection and how to optimize compensation plans to align with company objectives. Samarth also emphasizes the significance of a customer-first approach in managing renewals and the proactive strategies to tackle quota challenges within sales teams.

Curt Sigfstead, CFO of Clio and expert in stock-based compensation, shares his insights into the complexities and evolution of SBC. He sheds light on aligning equity strategies with company growth and effectively communicating their value to potential hires. The conversation navigates the challenges CFOs face in fostering trust while raising capital and balancing professional and personal demands. Curt also discusses the intricate fundraising processes and the significance of transparent equity valuation, all while adding a dash of humor with quirky expense tales.

Guy Melamed, CFO & COO of Varonis, shares insights from his leadership in major business model transformations. He discusses the challenges of shifting from a perpetual to a subscription model and now to SaaS, emphasizing effective communication with stakeholders. Melamed highlights the need for collaboration across departments and adapting sales incentives to align with corporate goals. He also reflects on balancing growth with financial prudence, personal career risks, and the importance of financial education for future generations.