A Mentor’s Advice for CFOs: How to Help Clients Navigate Their Way to Success
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In my 45+ year career, I have been fortunate to be CFO at a number of technology and life science companies ranging in size from early stage to those with mature operations, private and public, including SmartRent, PARC, Vera Therapeutics, Amyris, Soleno Therapeutics, and Kyverna Therapeutics, among others. Over the…Read More

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CFO Relationships with CEOs: Developing Critical Connections
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[The first article in a four-part series about how CFOs can better manage relationships with CEOs, boards, finance teams and third parties.] As all experienced CFOs know, probably their most important professional relationships are with their CEO and with their board of directors. These key members of the leadership team…Read More

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How to Succeed Where FTX Failed: The Case for Financial Controls
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As all experienced CFOs know, effective financial controls are essential for any company to succeed over the long term. And from time to time, companies with poor internal controls (business practices, policies, systems, procedures) crash into a brick wall. From what’s been covered in recent media, FTX is a very…Read More

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Defining “Excellence” for the SaaS CFO
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My 20+ years as a SaaS CFO has refined my perspective about what defines “excellence” when it comes to performance in the C-suite. I believe a great CFO needs to embody three key traits: Leadership A strategic mindset Diverse business and financial experience IMHO, these are the table stakes for…Read More

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