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Page de couverture de The Strategic CFO by FEI

The Strategic CFO by FEI

The Strategic CFO by FEI

Auteur(s): FEI Silicon Valley
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À propos de cet audio

 Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment. The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today. Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ. Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI). Finances personnelles Gestion et leadership Économie
Épisodes
  • From CFO to Boardroom: Financial Leaders Must Evolve or Be Left Behind

    From CFO to Boardroom: Financial Leaders Must Evolve or Be Left Behind
    Nov 11 2025
    Kelly Battles is an accomplished board director and former CFO with over 25 years of leadership experience spanning technology, finance, and governance. She currently serves on the boards of Arista Networks, Genesys, Qumulo, and Hello Alpha, where she chairs multiple audit committees, and she is Chair of the Board of Directors at Sunlight Mountain Resort. Kelly previously held executive finance roles as CFO of Quora, Bracket Computing, and Host Analytics, and as Vice President of Finance at IronPort Systems (acquired by Cisco). Earlier in her career, she served in strategic and corporate development roles at HP and as a consultant with McKinsey & Company. A Princeton graduate, Kelly brings deep expertise in financial strategy, audit oversight, operational excellence, and board governance, with a focus on guiding high-growth technology companies through complex transitions and scaling phases. https://www.linkedin.com/in/kellybattles/
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    1 h et 5 min
  • Triumph with Tech: How AI Empowers Today's CFOs

    Triumph with Tech: How AI Empowers Today's CFOs
    Oct 19 2025
    In this episode of The Strategic CFO Podcast, Rav Mendiratta discusses how financial leaders can harness emerging AI tools to improve efficiency, accuracy, and strategic insight. Drawing from his dual background in technology and marketing, Rav explains how platforms such as bookkeeping.ai, Quadratic, Julius.ai, and Context.ai are reshaping bookkeeping, data analysis, and reporting for CFOs of both private and public companies. He provides practical examples of AI applications—from automating invoices and producing real-time dashboards to using Gamma for investor presentations and HeyGen for personalized video communications. Rav underscores both the potential and the risks: while AI enhances productivity and insight, CFOs must remain the “human in the loop,” ensuring data confidentiality and judgment-driven decision-making. His key message: AI is a powerful collaborator, not a replacement—treat it as your smartest analyst, and always stay in control of strategy and context. LinkedIn: https://www.linkedin.com/in/gauravmendiratta
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    48 min
  • From the Navy to Wall Street: Lessons in Investment Wisdom

    From the Navy to Wall Street: Lessons in Investment Wisdom
    Sep 14 2025
    In this Strategic CFO Podcast episode, host Jan Robertson talks withDaniel Beck, CFA,Financial Professional at Equitable Advisors and former U.S. Navy officer. From hedge fundmanagement to teaching behavioral finance, Beck reveals how behavioral biases shapedecisions, why annuities and risk management matter, and how executives can protectlong-term security. Listeners will learn why asset allocation to risk tolerance—not marketpredictions—is the key to investing success. Connect with Daniel Beck on LinkedIn:https://www.linkedin.com/in/danbeckusna99hbs2009/
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    47 min
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