
Jack Sweeney
Host & Producer at CFO Thought Leader
Contributor at Forbes
Firsthand accounts of CFOs driving change within their organizations.
Articles
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1 week ago |
cfothoughtleader.com | Jack Sweeney
Sensing 2021’s frothy market, Gold ran a dual track—pursuing fresh capital while quietly courting strategic buyers. Years of relationship‑building and rigorous records paid off when Vista Equity acquired Salesloft, delivering liquidity without ceding control and validating his mantra that finance should anticipate peaks and “make the news.”In our conversation, Fullstory CFO Chad Gold traces a playbook forged during Salesloft’s billion‑dollar rise and Vista exit.
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1 week ago |
cfothoughtleader.com | Jack Sweeney
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.
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2 weeks ago |
cfothoughtleader.com | Jack Sweeney
Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative AI replaces people; instead he calls it the only viable antidote to a looming three‑million‑professional accounting shortage and collapsing CPA pipeline. Halloran outlines a 30‑second, company‑wide forecasting experience that lifts productivity without swelling headcount.
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2 weeks ago |
cfothoughtleader.com | Jack Sweeney
On Location at Planful Perform 25 in Miami, CFO Thought Leader captures candid frontline views on AI’s sweeping impact. CEO Grant Halloran details how intelligent automation meets a crippling finance‑talent shortage, promising faster decision cycles without head‑count spikes. CFO Dan Fletcher spotlights daily reforecasting, agent‑driven data interrogation, and strict ROI tests before approving new hires.
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2 weeks ago |
cfothoughtleader.com | Jack Sweeney
When a restaurant’s weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a month later. “The system will alert them if the price of salmon (has) gone up unexpectedly,” she tells us, describing MarginEdge’s real‑time cost engine.
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Are you letting AI reshape your forecasting rhythm? https://t.co/PM02hX3B8C

You can reach the CFO chair without a perfect map. https://t.co/gJkzYvDyMW

Are you guarding your data before unleashing AI? Cloudera CFO Dilip Upmanyu warns that AI wins are impossible without airtight governance. “The last thing you need,” he tells us, “is your corporate strategy leaking into a public model.” https://t.co/JfkenvqRdf